Archive for Juni, 2006

Small/Mid-Caps in Ukraine

Dienstag, Juni 27th, 2006

 

Name/Название

ISIN

Description/Описание

Anhousa Ltd.

US03702N1046

 

Avtokraz GDR

US05452Y1073

 

AZOT Open Joint Stock

US05480R1086

 

Azovstal ADR

US05480Q1004

Azovstal is Ukraine’s third largest steel maker

Cardinal Resources Plc

 

Cardinal Resources plc (Cardinal) is a leading independent oil & gas exploration and production company with operations in Ukraine.

CENTRENERGO STK

US15633N1028

 

Commerical Bank Nadra OJSC

US20145K1097

 

Concern Galnaftogaz ADR

US20601L1044

 

Crimean Soda Plant OJSC GDR

US2266161007

 

Dniproazot GDR

US2560052084

 

DNIPROENERGO ADR

US25600P1057

Dniproenergo is the largest Ukrainian

coal-fueled thermal generation company by installed capacity

(5,76 GW).

Dniprokoks GDR

US25600E1001

 

Dniproshyna GDR

US25600V1026

 

Donetsk Steel Works GDR

US2577331059

 

Forum Bank JSC

US3498091038

 

Illich Iron and Steel Works

US4517671073

 

International Mortgage Bank

US4510541000

 

JKX Oil & Gas Plc

 

JKX Oil&Gas is an oil and gas exploration and development company. The company has licence interests in Ukraine, USA, Georgia, Italy, Bulgaria, Turkey and Russia.

JSC Motor Sich

 

 

JSC Vinnifrut

US92745M1080

 

Khartsyzk Pipe

US49373P2092

 

Khmelnitskoblenergo

US49374M1062

 

LUASZ, Lutskiy Automobile Plants

US5491061025

 

Marganetsky GOK

US5665661055

 

Mariupol Heavy Machinery Plant Azov

US57037M1080

 

Naftokhimik Prykarpattya Refinery JSC

US6297201039

 

Nikopol Ferroalloy Plant

US65411M2061

 

Odeskable OJSC

US6758472061

 

OJS Chernigovskoye Khimvolokn

US1641471008

 

OJSC Zhydachiv Plup & Paper Mill

US98951K1088

 

Ordzhonikidzevsky Ore Mng&Pro

US6857571060

 

Poltava GOK

US7316281036

 

Regal Petroleum plc

 

Regal Petroleum plc is a London based independent oil and gas producer. Regal is focused on the development and production of condensate and gas from its major assets in Ukraine. The company also holds prospective exploration licences in Romania, Egypt and Liberia, and additionally holds an oil field investment in Greece.

Stankhanov Ferroalloy Plant

US8525601014

 

Stirol ADR

US8608911009

 

Sukha Balka JSC

US8650781094

 

TMM Real Estate Development

 

Real Estate Company

Transeuro Energy

 

Transeuro Energy is a global oil and gas exploration and development company pursuing opportunities in four significant oil and gas regions of the world: Canada, Ukraine, Armenia and Papua New Guinea.

Ukrproduct Group

 

Ukrproduct is Ukraine’s leading manufacturer of branded dairy foods – our three key products are cheese, butter and milk powder. The Group has the leading market position in the first two product segments and we are ranked No 4 in milk powders.

Ukrnafta

US9037272047

 

Ukrtelecom

US9037301093

 

Yasinovatsky Machine Building Plant

US9851951064

 

XXI Century Investments

 

XXI Century Investments is Ukraine`s real estate investment, development and property management company.

Zahidenergo GDR

US98885R2031

 

Zaporizhzhya Ferro Alloy Plant

US98913F1066

 

Zaporozhstal Iron

US98912Q1031

 

Zaporozhtransformatior

US98912R2004

 

Zytomyrgaz JSC

US98951W2017

 

 

Small/Mid-Caps in Kyrgyzstan

Dienstag, Juni 27th, 2006

 

Name/Название

ISIN

Description/Описание

Aurum Mining PLC

 

Aurum Mining is a mining company focussed on gold opportunities in the Former Soviet

Union. Its principal asset is an exploration licence over the Andash gold and

copper project in the Kyrgyz Republic.

Cambrian Oil & Gas plc

 

Cambrian Oil & Gas plc operates as an oil and gas company in Kyrgyzstan. The company engages in oil exploration, development, and production activities in the Central Asia and FSU countries.

Centerra Gold

 

Centerra is a growth-oriented Canadian-based gold mining and exploration company engaged in the acquisition, exploration, development and operation of gold properties in Central Asia, the former Soviet Union and other emerging markets.

Currently, Centerra Gold maintains interests in two producing mines:

* 100% equity interest in the Kumtor mine in the Kyrgyz Republic

* 95% equity interest in the Boroo mine in Mongolia

 

Company also has interests in promising exploration properties:

* 100% equity interest in the Gatsuurt property in Mongolia near Boroo

* 62% equity interest in the REN joint venture in Nevada, U.S.

Palladex plc

 

Palladex has recently published an Admission document as part of the process to acquire assets in Ethiopia and Sierra Leone from Ambrian Capital and Ethiopian Resources Ltd. In conjunction with the acquisitions, Palladex proposes to change its name to Minerva Resources Plc. Palladex has the exclusive licence to carry out mining exploration for gold and other metals in two areas in the south of the Kyrgyz Republic, the Karakala licence area and the Aksur licence area.

 

Small/Mid-Caps in Azerbaijan

Dienstag, Juni 27th, 2006

Name/Название

ISIN

Description/Описание

Anglo Asian Mining

Anglo Asian Mining PLC is a mining development company with 8 copper and gold development properties in 3 separate mining areas of Azerbaijan.

Small/Mid-Caps in Armenia

Dienstag, Juni 27th, 2006

Name/Название

ISIN

Description/Описание

Vangold Resources

Vangold is a natural resource company with a large portfolio of projects in various stages of development. Vangold has advanced stage mineral projects in Papua New Guinea, Canada and Uganda and revenue generating oil and gas projects in Canada and the United States.

Vangold Resources Ltd. (“Vangold”) announces that has entered into an

agreement to participate in a Production Sharing Agreement (the “PSA”) between the Ministry of

Energy of Armenia and Blackstairs Energy plc (“Blackstairs”). Vangold will participate as to a

50% working interest in Blocks 4, 5 and 6 which cover an area of 13,775 sq. km (over 3.4 million

acres) in central and southern Armenia.

Small/Mid-Caps in Russia

Dienstag, Juni 27th, 2006

Name/Название

ISIN

Description/Описание

Amtel Vredestein

 

Amtel-Vredestein Group is an international company and one of the largest tire-manufacturers in Europe. Operational facilities оf the Group are located in Russia and The Netherlands.

Amur Minerals

 

Amur Minerals Corporation is a mineral resource company developing metals deposits.  The company’s principal asset is the Kun-Manie Nickel sulphide exploration project in the far east of Russia.

Aricom plc

 

Aricom plc is developing a portfolio of mineral assets in Russia’s Far East, with a focus on iron ore and ilmenite for the high-growth markets of China.

Aurora Russia Limited

 

Russian Private Equity Fund: Aurora Russia invests in private financial, business and consumer services companies in Russia.

Baltic Oil Terminals

 

Baltic Oil Terminals aims to grow a substantial hydrocarbon infrastructure and port business, within the Former Soviet Union. Baltic plans to become the largest terminal operator for crude and hydrocarbon product export from Kaliningrad, on Russia’s Baltic Sea coast.

Buryatzoloto

 

Gold producer

C.A.T. Oil

 

C.A.T. oil AG is one of the leading and first established oilfield service companies in Russia and the CIS. We are specialised in services which increase the productivity of new as well as existing oil & gas formations.

Dragon Mining Limited

 

Mining Company with assets in Australia, Finland, Sweden and Russia.

Dragon Mining, through their 84.98% controlled entity OAO Kivijarvi hold a single gold licence (Kamennosersk), which encompasses 75,000 hectares of the Karelia region in western Russia. Encompassing an Archaean greenstone sequence, numerous gold indications are known to exist in this area.

Eastern Property Holding

 

Eastern Property Holdings Ltd is a Swiss-listed real estate company focusing on Russia and the CIS countries.

Fortress Minerals Corp

 

Fortress Minerals Corp. is a publicly held Canadian base and precious metal exploration company. The Company’s projects are located in Russia, Mongolia and Nicaragua. In Russia, Fortress is focused on the Svetloye gold project located in the Russian Far East.

Highland Gold Mining

 

Highland Gold holds a world class portfolio of mining assets located in 3 prolific mining regions of Russia, the world’s 5th largest gold producer in 2004.

Imperial Energy Corporation

 

Imperial Energy Corporation is a company focused on oil exploration and production in the Commonwealth of Independent States (CIS). Imperial Energy’s operations are focused on the Tomsk region of Western Siberia, Russian Federation and north-central Kazakhstan with the major part of work taking place in Tomsk.

International Marketing&Sales Group

 

International Marketing & Sales Group Plc (”IMSG”) is one of leading companies offering a range of sales and marketing services to the Emerging Markets of Russia, CIS countries, Turkey, Hungary and India.

IBS Group (Information Business Systems)

US4509391037

The IBS Group (Information Business Systems) is a strategic alliance of several companies; it includes two strategic units:  IT services and IT products.

Ovoca Gold PLC

 

Ovoca Gold Plc is an international exploration company, exploring for precious and base metals in Russia, Sweden and Ireland.

Peter Hambro Mining

 

Peter Hambro Mining Plc is one of the largest gold producers and explorers in Russia with significant assets in a number of regions.

PetroNeft Resources plc

 

PetroNeft Resources plc is an international oil and gas exploration and production company, established in 2005 for the purpose of acquiring and developing hydrocarbon acreage in Russia.

Polyus Zoloto

 

Gold Producer

Prosperity Voskhod Fund Ltd

 

The investment objective of Prosperity Voskhod Fund Limited (PVF) is to seek capital growth by investing in a portfolio of securities involved in the corporate restructuring and consolidation which are taking place in Russia and the other newly independent states (’NIS‘) of the former Soviet Union.

Rambler Media

 

Rambler Media is a leading integrated media company offering information, communication, e-commerce and entertainment services to the global Russian-speaking community.

Raven Russia Limited

 

Raven Russia Limited was established in July 2005 to invest in Russian real estate. Raven Russia has been established to invest principally in “warehouse” property across Russia. The definition for “warehouse” is generic and includes the entire spectrum of “big box/shed” properties from high-bay logistics buildings through standard factories to retail warehouses/leisure boxes.

R.G.I. International Limited

 

R.G.I. International Limited (”RGI”) the AIM-listed developer of high-end properties in central Moscow.

Russoil

 

RussOil Corp. is a US-based oil and gas company with 100% of its assets located in Siberia, Russia.

Star Energy

 

 

Star Gold

 

 

Teleset Networks

 

Teleset is the leading alternative fixed-line telecom operator in Kazan, the

capital of the Republic of Tatarstan, Russian Federation, where the business has

been operating since 1996. Teleset owns an all-digital local network with

current switching capacity of 130,000 lines.

Timan Oil & Gas Plc

 

Timan is an independent oil and gas exploration and production Company whose

principal assets consist of licences in the Timan-Pechora region of northeast

European Russia (the Nizhnechutinskoye field or “NGPT Field”; the Khudayelskoye

field or “KNG Field”; and 80% ownership of the exploration blocks in the Caspian

Sea or “Geoterm”).

Trans-Siberian Gold plc

 

Trans-Siberian Gold plc (TSG) is a UK-based resources company with the objective of acquiring and developing a portfolio of quality gold mining assets in Russia.

Victoria Oil & Gas Plc

 

Victoria Oil & Gas Plc (AIM: VOG) is a company that has been established to build a portfolio of investments in the oil and gas sector, with particular emphasis on projects in Russia and Central Asia.

 

Urals Energy

 

Urals Energy is a leading independent oil company in Russia with exploration and production operations in Sakhalin Island, Timan Pechora, the Republics of Komi and Udmurtia and East Siberia.

Utair, Aviakompaniya

US9175771081

A major world helicopter operator. (The company is among the top four world helicopter airline companies by volume of operations.)

It flies Russian-manufactured helicopters.

West Siberian Resources

 

West Siberian Resources Ltd. (WSR) is an independent oil company with operations in Russia.

Zaab Energy AG

 

ZAAB Energy AG is a independent oil and gas explorer

Zirax

 

Zirax specialises in manufacturing and supplying:

* oilfield process chemicals used as additives for drilling, completion, workover, stimulation, production and enhanced oil recovery fluids

* de-icing solutions

Zirax is the Russian market leader in the production and distribution of winter snow fighting products and services, and a major player in other regions.

 

Small/Mid-Caps in Kazakhstan

Dienstag, Juni 27th, 2006

Name/Название

ISIN

Description/Описание

ATF Bank

Joint - Stock Company «ATFBank», formed in 1995, is one of the leader of banking system in Kazakhstan.

Alhambra Resources

Alhambra Resources is a Canadian based emerging gold producer and exploration corporation.

Arawak Energy

Arawak Energy Corporation (“Arawak” or the “Company”) is an independent oil and gas company with exploration, development and production assets in Kazakhstan, Russia and Azerbaijan.

Bank TuranAlem

JSC “Bank TuranAlem” is the system-making bank of Kazakhstan and the core of the financial group, present in all market segments.

Bekem Metals

Bekem Metals is an independent mining company engaged in exploration, development and extraction of nickel and cobalt. The Company’s operations are primarily focused in the Northeast region of the Republic of Kazakhstan.

Big Sky Energy Corporation

Big Sky Energy Corporation is an international energy company looking to rapidly grow significant oil and gas production and reserves at the lowest possible finding and development cost. The Corporation is operating in the renowned pre-Caspian Basin, Kazakhstan.

BMB Munai

BMB Munai is an independent oil and gas company engaged in the exploration, development and production of crude oil and natural gas. The Company”s operations are primarily focused onshore in proven oil and gas producing territories of Caspian Sea region of the Republic of Kazakhstan.

Caspian Energy

Caspian Energy Inc. is an oil and gas exploration company, operating in Kazakhstan where it has a number of targets in the highly prospective Aktobe Oblast of Western Kazakhstan.

Caspian Holdings

Caspian was incorporated in May 2003 for the purpose of acquiring Taraz LLP (”Taraz”), an operating company that, directly or indirectly, owns the licences, leases and other assets that comprise the Zhengeldy oil field in Kazakhstan. Caspian acquired 100% of Taraz LLP in 2004.

Caspian Services

Caspian Services is focused exclusively on providing a focused set of services to the oil and gas industry in the Caspian Sea region, and in particular the Republic of Kazakhstan, through its subsidiary companies.

Carpathian Resources

Carpathian Resources Limited (”Carpathian”) is an oil and gas explorer and producer with a focus on Central Europe. On 8 May 2007, Carpathian announced that $7.8 million has been raised (subject to shareholder approval) to implement a new growth strategy by evaluating and acquiring interests in Russia, European, Middle Eastern and Kazakhstan oil and gas fields and infrastructure, and by investing further in the Company’s existing asset portfolio.

Celtic Resources

Celtic Resources acquires and develops gold and base metal opportunities. Main assets:

* Three operating mines in Kazakhstan - Suzdal (100%), Zherek (75%) and Shorskoye molybdenum mine and Stepnogorsk treatment plant (50%)

* Two development projects in Southern Russia - Miheevskoye (100%) and Tominskoye (74.5%) copper/gold project

* Five exploration prospects in Kazakhstan

Centrasia Mining Corporation

Centrasia Mining Corporation is a Vancouver, Canada based Mineral Exploration Company, with its head office in Vancouver, Canada, and exploration offices in Bishkek, Kyrgyzstan and Almaty, Kazakhstan.

The Company’s prime focus is the identification, acquisition, exploration and development of precious and base mineral properties in Central Asia, Russia and Eastern Europe.

Chagala Group

Chagala Group’s aim is to provide world-class hotel accommodation, bars and restaurants, office space and serviced apartments to meet the requirements of company executives and other visitors, especially those connected with the oil and gas industries in the west of the country.

Cigma Metals Corporation

Cigma Metals Corporation is a mineral exploration company focusing on the exploration and development of its 3 exploration properties totaling 740 square kilometers in the Tomsk Oblast region of Siberia in Russia, and approximately 14,000 square kilometers in the Dostyk region of Kazakhstan. All the project areas were selected due to their proximity to a well-developed infrastructure, known mineral occurrences and from historical records of gold and base metals production.

Citic Resources Holding

Kazakhstan oil assets

Eurasia Gold

Eurasia Gold Inc. is a gold producing company incorporated in Canada and headquartered in Toronto, Ontario. The Company operates gold mining properties in the Republic of Kazakhstan. The company’s primary business is mining and processing gold as well as acquiring and developing additional gold deposits in Kazakhstan.

Eureka Mining

European Minerals

European Minerals develops an open pit mine at the Varvarinskoye gold-copper deposit in Northern Kazakhstan. Independently assessed proven and probable reserves at Varvarinskoye are currently 2.2 million ounces of gold and 254 million pounds of copper

Frontier Mining Limited

Frontier Mining is a mineral exploration and development company. Frontier Mining has two licenses owned by its wholly owned subsidiaries in Kazakhstan. Frontier Mining also has one potential copper porphyry deposit with associated gold and molybdenum, Baitimir; and several copper/gold prospects along a 25km trend including both VMS and porphyry types.

Halyk Bank of Kazakhstan

The Bank has celebrated its 80’s anniversary date in 2003. The history of “Halyk Bank of Kazakhstan” is a history of establishment and development of saving system in Kazakhstan.

Hambledon Mining

Hambledon Mining Plc is an AIM listed gold company working in the mineral-rich Altai region of East Kazakhstan. Hambledon owns 100% of TOO Sekisovskoye which holds two adjacent licence areas, Sekisovskoye and Tserkovka, with gold resources totalling 3.4 million ounces.

KazakhGold Group Limited

KazakhGold Group Limited is the largest gold mining company in Kazakhstan with three principal operating mines, Aksu, Bestobe and Zholymbet, and a further eight new properties acquired in 2005.

Kazakhmys PLC

Kazakhmys plc (the “Company”) is an international business with bases in Kazakhstan, Germany and the UK. Kazakhmys principal business is the mining, processing, smelting, refining and sale of copper and copper products, including cathodes and rods. As by-products the Company together with its subsidiaries in Kazakhstan and Germany (“the Group”) also processes, refines and sells zinc, gold and silver. Kazakhmys is the tenth largest refined copper producer and the tenth largest mined copper producer in the world based on 2004 production.

Kazakhtelecom

Kazakhtelecom is a leading telecommunication operator of Kazakhstan.

Kazkommertsbank

The Bank is the dominant provider of banking services and other financial products to large and medium-sized corporations in all sectors of Kazakh economy.

Max Petroleum

Max Petroleum acquired rights over three contract areas consisting of four oil and gas blocks in the Pre-Caspian Basin, including the A & E Blocks, East Alibek, and Astrakhanskiy (the “Properties”). The Group, through its subsidiaries, owns an 80% interest in the A & E and East Alibek Blocks, and 100% of the rights to the Astrakhanskiy Contract Area.

Oriel Resources

Oriel Resources Plc is a London-based chrome and nickel mining and processing company. The Tikhvin Smelting Plant is designed to receive and smelt chrome ore into high carbon ferrochrome for use predominantly in the stainless steel industry.

Roxi Petroleum

Roxi was formed on 13 October 2006 to acquire controlling interests in and develop oil and gas assets in Central Asia, with a focus on Kazakhstan.

ShalkiyaZinc

The Company is one of the leading mining companies in Kazakhstan engaged in the mining and processing of zinc-lead ore into zinc and lead concentrates.

Currently the Company owns the following main assets:

* Shalkiya Mine

* Kentau Processing Plant

The Company operates the Shalkiya Mine located in Kyzylorda Region and produces zinc and lead ore. The head office of the Company is located in Almaty.

Steppe Cement Ltd

Steppe Cement Ltd is the Malaysian-incorporated holding company of the two operating companies, Karcement J.S.C., and Central Asia Cement J.S.C., that form the cement manufacturing complex at Karaganda in central Kazakhstan.

Temirbank

Temirbank is a universal financial institution rendering a wide range of services both to corporate and individual clients.

Transmeridian Exploration Incorporated

Transmeridian Exploration Incorporated is an independent energy company established to acquire and develop identified and underdeveloped oil reserves in the region around the Caspian Sea. Transmeridian’s primary oil and gas property is the South Alibek Field, in which the company holds a 100% interest through its subsidiary CaspiNeftTME in Kazakhstan. At January 1, 2007, the estimated total proved reserves were 67.2 million barrels and the estimated pre-tax net present value (10%) was approximately $970 million.

Uranium One

Uranium One Inc. is a Canadian-based uranium producing company with a primary listing on the

Toronto Stock Exchange and a secondary listing on the JSE Limited (the Johannesburg stock

exchange). The Corporation owns the Akdala Uranium Mine in Kazakhstan and the Dominion

Reefs Uranium Mine in South Africa, both of which are currently in operation. Uranium One is

also developing the South Inkai and Kharassan Uranium Projects in Kazakhstan, as well as the

Honeymoon Uranium Project in South Australia. The Corporation continues to pursue additional

growth opportunities in the United States. Uranium One is also engaged in uranium exploration

activities in the Athabasca Basin of Saskatchewan as well as in Kyrgyzstan.

ZincOx Resources

ZincOx currently have five projects involving zinc recycling and zinc mining. These projects all have unique challenges, which have been solved through ZincOx’s application of specialist zinc processing skills and technology to provide solutions to complex technical issues, and to create added value products such as zinc oxide. In addition, ZincOx continues to develop technology for recycling applications such as Electric Arc Furnace Dust (EAFD) and metallurgical slags. The Shaimerden zinc oxide deposit is situated in northern Kazakhstan, some 300km south west of the city of Kostanai. ZincOx sold its 95% interest in the deposit in December 2003 to Kazzinc, Kazakhstan’s largest producer of zinc. The consideration for the sale was $7.5 million in cash and a deferred payment to ZincOx.

Show Must Go On!

Montag, Juni 19th, 2006

За прошедший месяц многие индексы потеряли всю прибыль, накопленную в этом году. Некоторые финансовые продукты находятся даже в минусе. Может быть и не стоит инвестировать, а положить деньги в банк? Как говорил великий Костолани: “Кто хочет спать спокойно, покупает облигации, кто хочет хорошо кушать, предпочитает акции”.

Сегодняшний набор финансовых инструментов позволяет зарабатывать деньги в любой ситуации. В нашем блоге, мы постараемся представить самые интересные инвестиционные идеи. Но не забывайте о диверсификации! Золотое правило: доля акций должна быть 100 - возраст! Кроме того, финансовые продукты должны охватывать все категории по всему миру. Лишь тогда удастся избежать огромных потерь, связанных с финансовыми кризисами в отдельных регионах.

В добрый путь!