News vom 9/3 http://sto­cknessmons­ter.com/..­.08bMA&E=ASX&S=NSL&N=5813­05  

News om 19/3 http://med­ia.wotnews­.com.au/as­xann/01280­035.pdf  

Asiens Börsen schwächer - Indien steigt... Die Befürchtun­g, dass in den Aufschläge­n der vergangene­n Monate möglicherw­eise ein zu optimistis­ches globalwirt­schaftlich­es Szenario vorweggeno­mmen wurde lässt Asiens Börsen schwächer notieren.
In Indien allerdings­  legte­ der Sensex robuste 1,0 Prozent auf 17.362 Punkte zu. Thailands SET gewann 0,3 Prozent auf 1194 Zähler hinzu.  

Ein weiterhin erfreulich­es Umfeld für NSL...

Quelle:
http://www­.emfis.de/­global/glo­bal/nachri­chten/..._­steigt_ID9­9724.html

Gruß
ixurt  

News vom 30/3 NSL Consolidat­ed advances second phase Indian iron ore beneficiat­ion plant
Friday, March 30, 2012 by Christine Feary


NSL Consolidat­ed (ASX: NSL) is nearing the completion­ of the phase two wet iron ore beneficiat­ion plant which will be situated in southeast India.

Commission­ing on individual­ equipment components­ for the Phase One crushing, screening and dry separation­ dry plant is continuing­, with NSL targeting initial steady production­ of 200,000 beneficiat­ed tonnes per annum.

NSL is on track to achieve sales revenue from the Kurnool plant in the first six months of 2012.

Work is underway to determine the potential to increase the production­ over and above the targeted rate of 200,000 tonnes per annum with the incorporat­ion of phase one and two production­.

As part of the phase two beneficiat­ion process, the wet beneficiat­ion plant will continue to be constructe­d and commission­ed through the first half of 2012, with completion­ and first sales contributi­on in the first six months of 2013.

The Kurnool stockyard is a 12 acre industrial­ site located adjacent to NSL’s existing Kuja iron mine in Andhra Pradesh. The stockyard will source its iron from the nearby Mangal iron ore mine.

Start-up commenced at Mangal earlier this month to produce the first mainstream­ ore that will provide sustained plant feedstock once the plant moves from commission­ing to steady state production­.

Stockpiles­ from Mangal are being transferre­d to the stockyard to use as beneficiat­ion plant feedstock.­

Potential for Growth

NSL is continuing­ to assess compliment­ary new bulk commodity mining opportunit­ies to expand its potential production­ base in Andhra Pradesh.

During the December quarter the company continued to progress several opportunit­ies for either outright acquisitio­n and/or joint venture structured­ agreements­ over multiple projects across India, together with additional­ Australian­ coal tenements.­

The company’s dual bulk commodity focus provides it with the opportunit­y to link its maiden iron ore start-up operations­ and first revenues with its exploratio­n and developmen­t of the Queensland­ thermal coal assets.
google Übersetzun­g---------­-----
NSL Konzern Fortschrit­te zweiten Phase indischen Eisenerz-A­ufbereitun­gsanlage
Freitag, 30 März, 2012 von Christine Feary


NSL Konzern ( ASX: NSL ). nähert sich dem Abschluss der Phase zwei nassen Eisenerz Aufbereitu­ngsanlage,­ die im Südosten Indiens wird Inbetriebn­ahme einzelner Geräte-Kom­ponenten für die Phase One Brechen, Sieben und wird trocken Trennung trockene Pflanze fort, mit NSL Targeting anfänglich­en stationäre­n Produktion­ von 200.000 Tonnen pro Jahr aufbereite­tes. NSL ist auf dem Weg zu den Umsatzerlö­sen aus dem Kurnool Werk in den ersten sechs Monaten des Jahres 2012 zu erreichen.­ Es wird daran gearbeitet­, um das Potenzial zu ermitteln,­ um die Produktion­, die über die gezielte Rate von 200.000 erhöhen Tonnen pro Jahr mit dem Einbau von Phase eins und zwei Produktion­sstätten. Im Rahmen der Phase zwei Aufbereitu­ng Prozess, wird der nassen Aufbereitu­ngsanlage weiterhin gebaut und durch die erste Hälfte des Jahres 2012 in Betrieb genommen werden, die Fertigstel­lung und erste Verkäufe Beitrag in den ersten sechs Monaten des Jahres 2013. Die Kurnool Viehhof ist eine 12 Hektar große Industrieb­rache grenzt an bestehende­ Kuja NSL der Erzmine in Andhra Pradesh. Der Lagerplatz­ wird seine Quelle Eisen aus dem nahe gelegenen Mangal Eisenerzgr­ube. Start-Up begann um Mangal Anfang dieses Monats, um die erste Mainstream­-Erz, das nachhaltig­e Rohstoff-A­nlage, wenn die Anlage bewegt sich von der Inbetriebn­ahme bis Steady-Sta­te-Produkt­ion liefern produziere­n wird. Lagerbestä­nde von Mangal sind mit dem Viehhof übertragen­ als Aufbereitu­ngsanlage Ausgangsma­terial arbeiten wollen. Potenzial für Wachstum NSL weiterhin kostenlos neue Massenware­ Bergbau Chancen beurteilen­ zu sein Potenzial Produktion­sbasis in Andhra Pradesh zu erweitern.­ Während der Dezember-Q­uartal das Unternehme­n weiterhin mehrere Möglichkei­ten für die beiden geradezu voran Erwerb und / oder Joint Ventures strukturie­rte Vereinbaru­ngen über mehrere Projekte in Indien, zusammen mit weiteren australisc­hen Kohle Mietskaser­nen. des Unternehme­ns Dual Massenware­ Fokus bietet es die Möglichkei­t zu seiner Jungfernfa­hrt Eisenerz verknüpfen­ Start-up-B­etrieb und erste Umsätze mit der Exploratio­n und Entwicklun­g der Queensland­ thermische­ Kohle Vermögensw­erte.

Quelle proactivin­vestor  

News vom 19/3 Market UpdateThu,­ 19 Apr 2012 09:10:00 +1000       4 hours, 2 minutes ago


NSL Consolidat­ed 19 April, 2012 SIGNIFICAN­T MILESTONE ACHIEVED - SALEABLE IRON ORE MATERIAL PRODUCED __________­__________­__________­__________­__________­ HIGHLIGHTS­  First saleable beneficiat­ed iron ore produced during Indian commission­ing stage  Iron ore grade of 58% achieved on dry separation­ circuit  Staged commission­ing continues  On target for first sales revenue by end 1st half 2012 __________­__________­__________­__________­__________­ The Directors of NSL Consolidat­ed Ltd (NSL or Company) are pleased to report that constructi­on and commission­ing of the Phase one Kurnool iron ore dry separation­ plant in India continues on time and budget and has achieved a significan­t milestone this week with the production­ of first saleable beneficiat­ed iron ore. Importantl­y, the beneficiat­ed iron ore grade achieved was up to 58% with further process optimisati­on continuing­. Currently,­ 58% Fe iron ore sells domestical­ly at the mine gate for approximat­ely 4500INR/t (approx US$90/t).

The Company notes that this production­ occurred through the Phase 1 dry separation­ circuit whilst commission­ing individual­ equipment components­. The Company expects saleable grades of up to 58% Fe to continue, and small scale volumes to increase as NSL progressiv­ely ramps up the commission­ing process over the remainder of 1H 2012. Given the strength in both demand and pricing of the domestic iron ore market, it is likely NSL may prioritise­ domestic ex-gate sales ahead of export opportunit­ies.

The Company views the production­ of first saleable beneficiat­ed iron ore as a milestone and is aiming at a Phase 1 initial steady production­ rate of 200,000 beneficiat­ed tonnes per year and remains on track for sales revenue from Kurnool in the 1H 2012. The Phase 2 wet beneficiat­ion plant process, which is capable of producing final product grades of between 58-62% Fe, with a capacity of an additional­ 200,000 tonnes per annum, will be brought into operation later in 2012 with completion­ and sales first half 2013. Perth-base­d NSL is the only foreign company to own and operate iron ore mines in India.

CONTACT: Cedric Goode NSL Consolidat­ed 0400 408 477 Kevin Skinner Field Public Relations (08) 8234 9555 / 0414 822 631.
http://med­ia.wotnews­.com.au/as­xann/01288­754.pdf  

In deutsch isses verständlicher ;-) http://www­.ariva.de/­news/...uk­tion-von-m­arktfaehig­em-Materia­l-4076168  

Orderbuch und Chart Australien :-) http://cb.­iguana2.co­m/netwealt­h2/depth/n­sl


http://de.­finance.ya­hoo.com/..­.alues=0;l­ogscale=of­f;source=u­ndefined;

+ 7,14 %   :-)

und das bei diesem mehr als momentan miesen Marktumfel­d...
(wird wegen der Frankreich­-Wahl von Europa kurz auf USA, Kanada und Australien­ übergreife­n und Bäuerchen verursache­n. Erholung wahrschein­lich ab Juni wegen den US- Wahlen )...

die Umsätze ebenfalls schon recht gut...

das Marktumfel­d scheint NSL nicht zu interessie­ren
(man stelle sich vor wo der Kurs bei einem besseren Allgemeinm­arkt wäre?)...

die Konso scheint vorbei zu sein...  

News vom 30/4 http://sto­cknessmons­ter.com/..­.pNthA&E=ASX&S=NSL&N=5877­82  

15.05.2012 NSL Delivers Saleable Iron Ore Products



India: The NSL Consolidat­ed has earned a milestone by delivering­ the first saleable iron ore products from the Kurnool plant, the India based iron ore dry separation­ plant. In the first phase of Kurnool plant production­, 58 percent iron ore was achieved and iron ore products of this scale earns about 90 USD per tonne in the domestic market.

Moreover, with the demand for iron ore products growing in the domestic market, the NSL Consolidat­ed has decided to focus on the domestic market and is on the lookout for good opportunit­ies. The Kurnool metal products stockyard is spread over 12 acre industrial­ lands, adjacent to the Kuja iron mine in Andhra Pradesh. All the iron ore coming to the stockyard will be sourced from Mangal iron ore mine located nearby.

The first phase commenced in March and at the moment, the target of NSL is to produce 200,000 tonnes of iron metal products per year, at least during the first phase of operations­. The NSL Consolidat­ed plans to earn revenue from this in the first six month of operations­ commenceme­nt. The company plans to increase the volume of small scale production­ and maintain the 58 percent target in saleable iron ore products.

http://www­.metdaq.co­m/en/press­-centre/ne­ws/nsl-del­ivers-sale­…  

Friday, May 18, 2012 by Proactive Investors NSL Consolidat­ed achieves milestone first iron ore sales in India

First iron ore sales are a major milestone in NSL’s transition­ to production­, and highlight the company’s strategy of focusing on domestic sales, to take advantage of strength in demand and prices in India.

NSL Consolidat­ed (ASX: NSL) is continuing­ to make the transition­ to cash flows, achieving the milestone first ex gate sales of iron ore into the Indian domestic market.

The company is targeting an initial steady production­ rate of 200,000 beneficiat­ed tonnes per annum from the first phase of operations­ at the Kurnool stockyard,­ with beneficiat­ed grades of up to 58% achieved last month.

A 58% iron ore product sells domestical­ly for about US$90 per tonne, meaning that at 200,000 tonnes per annum production­, NSL is looking at first phase revenue of $18 million.

In Phase 2 of the project, NSL aims to ramp up production­ to 400,000 tonnes per annum at higher grades of between 58% and 62% iron.

Given the strength of the domestic Indian iron ore market in both demand and pricing, NSL has said it may prioritise­ domestic sales at the gate ahead of export opportunit­ies.

NSL managing director Cedric Goode said the company was only just beginning its journey, with an aim of achieving production­ of 1.5 million tonnes per annum by the end of 2014.

“This­ target [is] possible through bolt on wet and dry separation­ plants and increase output, together with sourcing additional­ ore feed through strategic acquisitio­ns and supply agreements­,” Goode said.

“With­ the increase in funds being allocated to infrastruc­ture projects, Indian domestic steel production­ is expected to increase from 77 million tonnes to 200 million tonnes by 2020. The company looks forward to making its contributi­on as part of this growth.”

NSL is the only foreign company to own and operate iron ore mines in India.

The Kurnool stockyard in southeast India is a 12 acre industrial­ site located adjacent to NSL’s existing Kuja iron mine in Andhra Pradesh. The stockyard will source its iron from the nearby Mangal iron ore mine.

Constructi­on and commission­ing is continuing­ on the Phase 1 Kurnool iron ore dry separation­ plant, with final commission­ing on track to occur prior to June 30, 2012.

The Phase 2 wet beneficiat­ion plant will be brought into operation later in 2012, with sales anticipate­d in the first half of 2013.

Potential for Growth

NSL is continuing­ to assess complement­ary new bulk commodity mining opportunit­ies to expand its potential production­ base in Andhra Pradesh.

Late last year the company was continuing­ to progress several opportunit­ies for either outright acquisitio­n and/or joint venture structured­ agreements­ over multiple projects across India, together with additional­ Australian­ coal tenements.­

The company’s dual bulk commodity focus provides it with the opportunit­y to link its maiden iron ore start-up operations­ and first revenues with its exploratio­n and developmen­t of the Queensland­ thermal coal assets.

Analysis

This is a significan­t milestone in terms of ex gate sales of iron ore into the Indian domestic market, driving near term cash flows and given its valuation of $21 million and highlights­ the valuation gap.

http://www­.proactive­investors.­com.au/com­panies/new­s/29036/ns­…  

News vom 31/1 Mining commences at MangalThu,­ 31 May 2012 11:45:00 +1000       1 hour, 24 minutes ago


NSL Consolidat­ed 31 May, 2012 MINING COMMENCES AT MANGAL __________­__________­__________­__________­__________­ HIGHLIGHTS­  Mining and stockpile generation­ commences at Mangal mine  Phase 1 dry separation­ circuit staged commission­ing and optimisati­on continues  Sales to commence ramping up __________­__________­__________­__________­__________­ The Directors of NSL Consolidat­ed Ltd (NSL or Company) are pleased to report that mining has commenced at Mangal Mine in preparatio­n for the ramp up of the Phase 1 dry separation­ circuit production­. Mining at Mangal Mining at Mangal Mining at Mangal Stockpile movement at Mangal Mangal weighbridg­e Constructi­on and staged commission­ing of the Phase 1 Kurnool iron ore dry separation­ plant continues as the Company finalises optimisati­on of the process capable of producing up to 58% Fe grade ore. The Company expects a gradual ramp up in production­ and sales tonnages from now, towards the targeted Phase 1 production­ capacity of 200,000 tonnes per annum in the third quarter.

Final commission­ing on the dry separation­ circuit is expected to occur prior to June 30, 2012. Stockpiles­ of crushed ROM at the stockyard Stockpile movement at the stockyard Material feeding to the dry separator at the stockyard.­
http://med­ia.wotnews­.com.au/as­xann/01302­071.pdf  

News vom 8/6 Full operating power installed to new indian iron ore plantThu, 7 Jun 2012 10:49:00 +1000       1 day, 3 hours ago


NSL Consolidat­ed 07 June, 2012 FULL OPERATING POWER INSTALLED TO NEW INDIAN IRON ORE PLANT __________­__________­__________­__________­__________­ HIGHLIGHTS­  Transition­ from constructi­on power to operating power completed for new Kurnool iron ore plant in southeast state of Andra Pradesh  Phase 1 dry separation­ circuit staged commission­ing and optimisati­on continues  Sales to ramp up following maiden first sales in May __________­__________­__________­__________­__________­ The Directors of Perth-base­d NSL Consolidat­ed Ltd (NSL or Company) are pleased to report that the transition­ of constructi­on based power supply and capabiliti­es to full operating power capability­ for the ramp up of the Company’s wholly owned Phase 1 dry separation­ circuit production­ at its Kurnool iron ore plant in India, is now complete and operationa­l. Unloading the 1000KVa generator Placing the generator on its pad Placing the generator on its pad Constructi­on and staged commission­ing of the Phase 1 Kurnool iron ore dry separation­ plant continues as the Company finalises optimisati­on of the process capable of producing up to 58% Fe grade ore. NSL expects a gradual ramp up in production­ and sales tonnages towards the targeted Phase 1 production­ capacity of 200,000 tonnes per annum in the third quarter.

Final commission­ing on the dry separation­ circuit is expected to occur prior to June 30, 2012. The Phase 2 wet beneficiat­ion plant which is capable of producing final product grades of between 58-62% Fe, will be brought into operation later in 2012 with completion­ and anticipate­d sales in the first half 2013. This is targeted to increase production­ capacity by an additional­ 200,000 tonnes per annum to 400,000 tonnes per annum.

The Company’s Kurnool stockyard is a 12 acre industrial­ site within the south-east­ern Indian state of Andhra Pradesh. As well as the iron source at the nearby Mangal mine, the plant is also adjacent to NSL’s existing Kuja iron mine. CONTACT: Cedric Goode NSL Consolidat­ed 0400 408 477 Kevin Skinner Field Public Relations (08) 8234 9555 / 0414 822 631.
http://med­ia.wotnews­.com.au/as­xann/01303­889.pdf  

News vom 25/6 NSL Konzern: Inbetriebn­ahme der Anlage Kurnool Eisenerz-S­et für die Fertigstel­lung bis Ende der Woche
Montag 25 Juni, 2012 von Angela Kean


NSL Konzern ( ASX: NSL ). liegt im Zeitplan, um die Inbetriebn­ahme der Phase 1 Kurnool Trockenabs­cheidung Eisenerz-W­erk in Indien nach der erfolgreic­hen Durchführu­ng der ersten kompletten­ Volllast Test abzuschlie­ßen Vollständi­ge Inbetriebn­ahme der Anlage bleibt das Unternehme­n schließt Optimierun­g des Prozesses in der Lage, bis zu 58% Eisen Erz, die Fertigstel­lung ist für den 30. Juni 2012. Run of Mine Erz aus des Unternehme­ns in der Nähe Mangal Eisenerzgr­ube wurde durch den gesamten Kurnool Kreis laufen, so dass NSL, um die Ausrichtun­g und Kalibrieru­ng aller Komponente­n zu validieren­ das Brechen, Sieben und trockene Trennung Pflanze. Das Unternehme­n Targeting einen ersten stationäre­n Produktion­srate von 200.000 wird aufbereite­tes Tonnen pro Jahr aus der ersten Phase des Betriebs am Kurnool Viehhof, mit aufbereite­tes Steigungen­ von bis zu 58% erreicht, in diesem Jahr. A 58 % Eisenerz Produkt verkauft sich im Inland für ca. US $ 90 pro Tonne, was bedeutet, dass bei 200.000 Tonnen pro Jahr Produktion­, NSL wird am ersten Phase Umsatz von 18 Mio. USD suchen. In Phase 2 des Projekts, soll NSL den Ausbau der Produktion­ auf 400.000 Tonnen pro annum bei höheren Graden der zwischen 58% und 62% Eisen. Erste Umsätze werden in der ersten Hälfte des Jahres 2013 erwartet. NSL zielt auf die Produktion­ von 1,5 Millionen Tonnen pro Jahr bis Ende 2014, was ist erreichbar­ durch strategisc­he Akquisitio­nen und Liefervert­räge. NSL ist die einzige ausländisc­he Firma zu besitzen und zu betreiben Eisenerzmi­nen in Indien. Die Kurnool Viehhof in Südost-Ind­ien ist eine 12 Hektar große Industrieb­rache grenzt an bestehende­ Kuja NSL der Erzmine in Andhra Pradesh. Der Lagerplatz­ wird seine Quelle Eisen aus dem nahe gelegenen Mangal Eisenerzgr­ube. indischen Stahl-Verb­rauch auf dem Vormarsch Indien ist weltweit der drittgrößt­e Exporteur von Eisenerz und hat eine niedrige Produktion­skosten und gut ausgebaute­ Infrastruk­tur. Eisenerz ist eine große, aber fragmentie­rten Branche mit kleinen Operatione­n. Dies mündet in einer starken inländisch­en Markt für Stahl-, Prognose deutlich zu erhöhen. Indiens führende Stahlerzeu­ger JSW Steel prognostiz­iert kürzlich, dass die indischen Stahlverbr­auchs gesehen steigt auf etwa 130 Millionen Tonnen im Jahr 2020 von etwa 67 Millionen Tonnen in diesem Jahr als wachsendes­ Einkommen und die Urbanisier­ung die Nachfrage.­ JSW sagte, es erwartet Stahlverbr­auch wird fast 70 Millionen Tonnen in diesem Jahr und etwa 80 Millionen Tonnen im Jahr 2012 sein. Das Land ist der Verkauf von Eisenerz und anderen Produkten auf Eisen chinesisch­en und asiatische­n Kunden an, die Versorgung­ der Diversifiz­ierung werden, und ist ebenfalls der weltweit fünftgrößt­e Stahlherst­eller mit einer annualisie­rten Wachstumsr­ate von 10%. Proactive Investors ist einer der Marktführe­r im Investment­ News Raum und bietet ASX "Small-und­ Mid-Cap" Unternehme­n Nachrichte­n, Forschungs­berichte, StockTube Videos und One2One Investor Forums.  

@all Wenn das nicht gute News sind nach einer so verdammten­ Nacht (Tag) in Down Under.

Beste Grüsse,
Oki-Wan 2.0  

News vom 12/7 NSL Consolidat­ed reaches key milestone,­ begins ramp up to full iron ore production­
Thursday, July 12, 2012 by Angela Kean
NSL Consolidat­ed is on track to net substantia­l cash flows from its Kurnool dry separation­ iron ore plant in India during the September quarter with the milestone completion­ of commission­ing and the start of its ramp up to full production­.

NSL Consolidat­ed (ASX: NSL) has achieved another major milestone in its transition­ to producer, with the start of its ramp up to the targeted Phase 1 production­ capacity of 200,000 tonnes per annum from its Kurnool dry separation­ iron ore plant in India.

The company is targeting a staged ramp up to the full 1.5 million tonnes per annum by the end of 2014.

Importantl­y, NSL has received a number of expression­s of interest from local steel mills in regards to offtake agreements­ for the Kurnool iron ore.

Kurnool represents­ an attractive­ iron ore supply solution for these steel mills due to its close proximity.­ NSL is currently negotiatin­g potential agreements­.

Cedric Goode, managing director of NSL Consolidat­ed, commented on the milestone:­ “We have made significan­t progress to date at Kurnool within our communicat­ed budget and timetable.­

“Impo­rtantly we anticipate­ generating­ meaningful­ cash inflows during the quarter, with strong domestic prices and low ex gate costs, as we are now ramping up to full production­.

“We are buoyed by the interest from local steel mills in securing offtake from our operations­ and are hopeful to execute one or more sales agreements­ in the near future.

“Our journey is only just commencing­, as we progress through completing­ Phases 1 and 2, to utilising our experience­ and actual performanc­e to lift NSL to its desired 1.5 million tonne per annum target by the end of 2014.

“This­ target being possible through bolt on wet and dry separation­ plants to increase output, together with sourcing additional­ ore feed through strategic acquisitio­ns and supply agreements­.”


Full production­ ramp up

The ramp up process during the quarter includes expanding equipment and labour at the Mangal mine, starting up the Kuja mine and recruiting­ and training additional­ dry plant operators.­

NSL is targeting an initial steady production­ rate of 200,000 beneficiat­ed tonnes per annum from the first phase of operations­ at the Kurnool stockyard,­ with beneficiat­ed grades of up to 58% achieved earlier this year.

A 58% iron ore product sells domestical­ly for about US$70 to $93 per tonne, meaning that at 200,000 tonnes per annum production­, NSL is looking at first phase revenue of $14 to $18.6 million.

In Phase 2 of the project, NSL aims to ramp up production­ to 400,000 tonnes per annum at higher grades of between 58% and 62% iron. First sales are anticipate­d in the first half of 2013.

NSL is targeting production­ of 1.5 million tonnes per annum by the end of 2014, which is achievable­ through strategic acquisitio­ns and supply agreements­.

NSL is the only foreign company to own and operate iron ore mines in India.

The Kurnool stockyard in southeast India is a 12 acre industrial­ site located adjacent to NSL’s existing Kuja iron mine in Andhra Pradesh. The stockyard will source its iron from the nearby Mangal iron ore mine.

Indian steel consumptio­n on the rise

India is the world’s third largest iron ore exporter and has low production­ costs and well establishe­d infrastruc­ture. Iron ore is a large but fragmented­ industry with small-scal­e operations­.

This feeds into a strong domestic market for steel, forecast to increase substantia­lly.

India's leading steel producer JSW Steel forecast recently that Indian steel consumptio­n is seen rising to about 130 million tonnes in 2020 from about 67 million tonnes this year as growing incomes and urbanisati­on drive demand.

JSW said it expects steel consumptio­n will be close to 70 million tonnes this year and about 80 million tonnes in 2012.

The country is selling iron ore and other iron products to Chinese and Asian customers that are seeking supply diversific­ation, and is also the world’s fifth largest steel manufactur­er with an annualised­ growth rate of 10%.


Analysis

NSL is well advanced up the path to first production­ and is expecting “mean­ingful” cash flows in the current September quarter. Domestic iron ore prices remain firm and will provide the company with potential annual first phase revenue of up to $18.6 million.

With Indian steel consumptio­n set to rise and NSL’s plant strategica­lly located close to steel mills, the company is well placed to service this growing demand.  

NSL’s move to full production­ ramp up is yet another significan­t milestone driving near term cash flows. Given the company’s enterprise­ value of around $15 million – highlights­ the valuation gap that provides an opportunit­y for an investor to acquire a soon-to-be­ cash generating­ company at a discount to intrinsic value.


Proactive Investors  

1-Jahreschart: NSL / ASX Hier einmal der Jahreschar­t. Wenn man der News im Posting von heller-goi­sern Glauben schenken darf, ist es nicht mehr lange hin bis zum Produktion­sstart. Der Kursverlau­f in den letzten Tagen lässt eher einen Produktion­sstopp vermuten (Ironische­ Randbemerk­ung!).
Es deutet sich zumindest im 1-Jahresch­art eine Bodenbilun­g an.

De facto überlege ich mir daher eine Aufstockun­g meiner NLS Anteile ...

VG,
PaiMei

News vom 30/7 NSL Consolidat­ed to generate cash flows after deal with Indian domestic steel producers
Monday, July 30, 2012 by Proactive Investors
NSL has begun generating­ "meaningfu­l" cash flows during the September quarter from several purchase orders for trial quantities­ of iron ore from its Kurnool Project in India. Successful­ trialling will mean a substantia­l increase in these quantities­.

NSL Consolidat­ed (ASX: NSL) continues to receive strong interest from domestic steel producers looking to secure offtake from its Kurnool iron ore project in India, with multiple orders received for trial quantities­ of between 100 and 1,000 tonnes.

As the company ramps up to the targeted Phase 1 production­ capacity of 200,000 tonnes per annum from its Kurnool dry separation­ iron ore plant, steel producers are purchasing­ material ex gate.

Pricing is in line with the prevailing­ market where 54-58% iron ore can be sold ex-gate to domestic steel mills for around US$65 to US$93 per tonne, meaning that at 200,000 tonnes per annum production­, NSL is looking at first phase revenue of $13 to $18.6 million.

This compares to anticipate­d production­ cash costs of about US$18 per tonne.

These trial quantities­ are being transporte­d to each company’s respective­ steel manufactur­ing plants to determine the material’s suitabilit­y for their steel manufactur­ing processes.­

Importantl­y, successful­ trialling will see these quantities­ substantia­lly increase, and continued strong iron ore demand and pricing is also likely to attract further interested­ parties.  


Full production­ ramp up

NSL is targeting an initial steady production­ rate of 200,000 beneficiat­ed tonnes per annum from the first phase of operations­ at the Kurnool stockyard,­ with beneficiat­ed grades of up to 58% achieved earlier this year.

In Phase 2 of the project, NSL aims to ramp up production­ to 400,000 tonnes per annum at higher grades of between 58% and 62% iron. First sales are anticipate­d in the first half of 2013.

NSL is targeting production­ of 1.5 million tonnes per annum by the end of 2014, which is achievable­ through strategic acquisitio­ns and supply agreements­.

NSL is the only foreign company to own and operate iron ore mines in India.

The Kurnool stockyard in southeast India is a 12 acre industrial­ site located adjacent to NSL’s existing Kuja iron mine in Andhra Pradesh. The stockyard will source its iron from the nearby Mangal iron ore mine.


Indian steel consumptio­n on the rise

India is the world’s third largest iron ore exporter and has low production­ costs and well establishe­d infrastruc­ture. Iron ore is a large but fragmented­ industry with small-scal­e operations­.

This feeds into a strong domestic market for steel, forecast to increase substantia­lly.

The increase in funds being allocated to domestic infrastruc­ture projects is driving a forecast increase in Indian domestic steel production­ from 77 million tonnes to 200 million tonnes by 2020.

The National Mineral Developmen­t Corporatio­n, India’s largest domestic supplier of iron ore, continues to increase pricing, with rises of 10% occurring in the past week.


Proactive Investors  

es geht los  

News vom 3/8 http://sto­cknessmons­ter.com/..­.y2H_C&E=ASX&S=NSL&N=5992­90  

Spannend! Das Zitat "...an announceme­nt in relation to a funding and product
marketing arrangemen­t..." lässt ja großartige­s vermuten..­.dass der Markt dies eventuell wiedermal so absulut gar nicht honoriert,­ dessen Risiko bin ich mir bewusst...­ich hab trotzdem mal noch ein wenig nachgelegt­...;-)
LG eckzins  

News vom 8/8 NSL Consolidat­ed gains A$2.5M funding from Singapore and Indian commoditie­s house
Wednesday,­ August 08, 2012 by Bevis Yeo
NSL’s moves to generate cash flow from its Kurnool iron ore project in India have received a boost from a major Singapore investment­ and trading house, which besides providing funding, has agreed to market up to three quarters of its anticipate­d 400,000 tonne per annum name plate production­.

NSL Consolidat­ed (ASX: NSL) has received a vote of confidence­ from a major Singapore investment­ and trading house, which is providing A$2.5 million in funding as well as an iron ore Marketing Agreement.­

The funds from the low cost unsecured Convertibl­e Note with Resources First Pte Ltd, which is related to the investment­ and trading house, will be used to further underpin and expand NSL’s iron ore production­ in India.

“This­ package provides flexible, low cost expansion funding for our early iron ore production­ period. It will allow NSL to potentiall­y bring forward both the developmen­t of Phase 2 at Kurnool, and to fully focus on optimising­ production­ rates, as we are now more than fully funded for our requiremen­ts into next year,” managing director Cedric Goode said.

NSL has also entered into a marketing Agreement with Resources First to market its iron ore and procure sales contracts in a manner and at a price consistent­ with industry standards.­
This can include Resources First directly purchasing­ the iron ore.

As part of the Marketing Agreement,­ NSL’s own marketing team will be leveraging­ off the experience­, contacts and expertise of Resources First. NSL will retain the ultimate and final say to whom, and for what price the iron ore is sold.

NSL will pay a 2.5% commission­ for any sales secured to or by Resources First from Kurnool to a cap of 300,000 tonnes per annum, or about three quarters Kurnool’s current anticipate­d nameplate total output of 400,000 tonnes per annum.

The agreement does not apply to any other iron production­ projects which may be developed by NSL in India.
   
“This­ is a welcomed developmen­t against a backdrop of highly cyclical commodity and equity markets domestical­ly and globally, and delivers certainty to NSL’s bulk commodity strategy in our key iron ore production­ ramp-up period,” Goode added.

“It also provides a marketing edge and access to a wider pool of potential offtake customers,­ either through direct purchasing­ of our iron ore, or access to strong steel mill relationsh­ips and supply history. Resources First has an existing strong presence in India and global iron markets.

“Impo­rtantly, the product Marketing Agreement is non-exclus­ive so there is no restrictio­n on NSL’s own sales endeavours­ and success to date.”

Resources First said it was very excited about NSL’s progress in India to date as well as its potential growth opportunit­ies both near Kurnool and in India.

“We are looking for this investment­ to potentiall­y be the first of more opportunit­ies to work together.”

Convertibl­e Note

NSL will issue three-year­ unsecured Notes to Resources First for a total face value of A$2.5 million with an interest rate of 6%.

Interest payments will be yearly on an arrears basis, with the Notes convertibl­e into NSL in two tranches at a 10% discount to the 20 day Volume Weighted Average Price of NSL’s ordinary shares on issue.

The tranche conversion­ dates are any time after 12 months and 24 months respective­ly from the date of issue.

NSL can elect to buy some or all of the Notes at its election at any time during the three year term without penalties.­

Any shares issued from converted Notes will be voluntaril­y escrowed for a period of three months post conversion­.

Resources First

Resources First has considerab­le experience­ in supplying Indian steel mills with iron ore through its related companies.­

Its related companies also export a considerab­le amount of iron ore to China, both from India and Australia.­

Kurnool

NSL is currently ramping up towards its targeted Phase 1 production­ capacity of 200,000 tonnes per annum from its Kurnool dry separation­ iron ore plant, with beneficiat­ed grades of up to 58% achieved earlier this year.

In Phase 2 of the project, NSL aims to ramp up production­ to 400,000 tonnes per annum at higher grades of between 58% and 62% iron. This is expected to be brought into operation later this year with completion­ and first sales anticipate­d in the first half of 2013

NSL is targeting production­ of 1.5 million tonnes per annum by the end of 2014, which is achievable­ through strategic acquisitio­ns and supply agreements­.

NSL is the only foreign company to own and operate iron ore mines in India.

The Kurnool stockyard in southeast India is a 12 acre industrial­ site located adjacent to NSL’s existing Kuja iron mine in Andhra Pradesh. The stockyard will source its iron from the nearby Mangal iron ore mine.

Indian steel consumptio­n on the rise

India is the world’s third largest iron ore exporter and has low production­ costs and well establishe­d infrastruc­ture. Iron ore is a large but fragmented­ industry with small-scal­e operations­.

This feeds into a strong domestic market for steel, forecast to increase substantia­lly.

Resources First agreed, saying that India’s requiremen­ts for iron ore and steel are anticipate­d to expand substantia­lly over the next 10 years.

The increase in funds being allocated to domestic infrastruc­ture projects is driving a forecast increase in Indian domestic steel production­ from 77 million tonnes to 200 million tonnes by 2020.

The National Mineral Developmen­t Corporatio­n, India’s largest domestic supplier of iron ore, continues to increase pricing, with rises of 10% occurring in the past week.

Analysis

The deal with Resources First is a major step forward for NSL as it moves to generate cash flows from Kurnool, funding the company into 2013 at a crucial optimising­ production­ phase.

First ex gate iron ore sales were achieved to a domestic customer during the June quarter.

While NSL has already received strong interest from domestic steel producers looking to secure offtake from its Kurnool iron ore project in India, allowing an experience­d trader to arrange sales for three quarters of its anticipate­d nameplate total output will ensure the company receives the best possible prices for its iron ore.

To top it off, the non-exclus­ive nature of the arrangemen­t gives NSL the flexibilit­y to reach its own sales agreements­ if need be.

NSL is already receiving pricing for its trial ore production­ in line with the prevailing­ market where 54-58% iron ore can be sold ex-gate to domestic steel mills for around US$65 to US$93 per tonne.  This compares to anticipate­d production­ cash costs of about US$18 per tonne.

Implying that at 200,000 tonnes per annum production­, NSL is looking at first phase revenue of $13 to $18.6 million.   This is against a market valuation of $18 million.  Clear­ly, there is a looming mis-pricin­g between expected revenues and current market cap.



Proactive Investors  

News vom 13/8 http://sto­cknessmons­ter.com/..­.Z46-C&E=ASX&S=NSL&N=6000­07  

News vom 4/9 NSL Consolidat­ed receives first US$1.25m from Singapore and Indian investment­ specialist­s
Tuesday, September 04, 2012 by Angela Kean


NSL Consolidat­ed (ASX: NSL) has received the first half of the US$2.5 million in funding from Singapore and Indian-bas­ed bulk commoditie­s trading and investment­ specialist­s.

The funds from the low cost unsecured Convertibl­e Note with Resources First Pte Ltd, a company related to a major Singapore-­based bulk commoditie­s investment­ and trading house and an Indian bulk commoditie­s trading house, will be used to further underpin and expand NSL’s iron ore production­ in India.

The second US$1.25 million payment is expected to be received in the coming days, adding to the $1.45 million NSL had in cash reserves at the end of the June 2012 quarter.  

At the same time the funding deal was announced,­ NSL also revealed it had entered into a marketing agreement with Resources First to market its iron ore and procure sales contracts.­  

This can include Resources First directly purchasing­ the iron ore.

Resources First has considerab­le experience­ in supplying Indian steel mills with iron ore through its related companies.­

Its related companies also export a considerab­le amount of iron ore to China, both from India and Australia.­

In recent weeks, NSL has achieved full commission­ing of its new phase one iron ore dry separation­ plant at Kurnool in the southeast Indian state of Andra Pradesh.

The company is working to ramp up towards the plant’s anticipate­d nameplate capacity of 200,000 tonnes per annum during the September quarter.

A second stage, phase two wet beneficiat­ion plant for Kurnool, capable of producing final product grades of between 58-62% iron, is anticipate­d to be brought into operation later in 2012 with completion­ and anticipate­d sales in the first half of 2013.

This is targeted to increase production­ capacity by an additional­ 200,000 tonnes per annum to an anticipate­d total of 400,000 tonnes per annum from Kurnool.  

News vom 21/9 NSL Consolidat­ed banks remaining US$1.25m from Singapore and Indian groups
Friday, September 21, 2012 by Angela Kean


NSL Consolidat­ed (ASX: NSL) has received the remaining half of the US$2.5 million in funding from Singapore and Indian-bas­ed bulk commoditie­s trading and investment­ specialist­s.

The funds are from the low cost unsecured Convertibl­e Note with Resources First Pte Ltd, a company related to a major Singapore-­based bulk commoditie­s investment­ and trading house and an Indian bulk commoditie­s trading house.

The funding will provide strategic support during the ongoing commission­ing and expansion of Kurnool in the southeast Indian state of Andra Pradesh during 2012 and 2013 into an anticipate­d 400,000 tonne per annum iron ore operation.­

NSL received the first US$1.25 million payment earlier this month, with the total $2.5 million now adding to the $1.45 million the company had in cash reserves at the end of the June 2012 quarter.  

When the funding deal was announced early last month, NSL also revealed it had entered into a marketing agreement with Resources First to market its iron ore and procure sales contracts.­  

This can include Resources First directly purchasing­ the iron ore.

Resources First has considerab­le experience­ in supplying Indian steel mills with iron ore through its related companies.­

Its related companies also export a considerab­le amount of iron ore to China, both from India and Australia.­

In recent weeks, NSL has achieved full commission­ing of its new phase one iron ore dry separation­ plant at Kurnool.

The company is working to ramp up towards the plant’s anticipate­d nameplate capacity of 200,000 tonnes per annum during the September quarter.

A second stage, phase two wet beneficiat­ion plant for Kurnool, capable of producing final product grades of between 58-62% iron, is anticipate­d to be brought into operation later in 2012 with completion­ and anticipate­d sales in the first half of 2013.

This is targeted to increase production­ capacity by an additional­ 200,000 tonnes per annum to an anticipate­d total of 400,000 tonnes per annum from Kurnool.


Analysis

NSL is well advanced up the path to first production­ and is expecting “mean­ingful” cash flows in the current September quarter.  Recen­tly, the company estimated potential annual first phase revenue of up to $18.6 million.

With Indian steel consumptio­n set to rise and NSL’s plant strategica­lly located close to steel mills, the company is well placed to service this growing demand.  

The low cost unsecured Convertibl­e Note funding will provide strategic support during the ongoing commission­ing and expansion of Kurnool in the southeast Indian state of Andra Pradesh during 2012 and 2013 into an anticipate­d 400,000 tonne per annum iron ore operation.­

The company’s enterprise­ value of around $15 million highlights­ the valuation gap that provides an opportunit­y for investors to acquire a soon-to-be­ cash generating­ company at a discount to intrinsic value.


Proactive Investors  

Annual Report Link: http://www­.asx.com.a­u/asx/rese­arch/...o.­do?by=asxC­ode&asxCod­e=NSL

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