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Beacon Hill Resources (BHR)     

TheVoid - 24 Sep 2010 04:01

Chart.aspx?Provider=EODIntra&Code=BHR&SiChart.aspx?Provider=Intra&Code=BHR&Size=

Beacon Hill Resources is very popular at the moment on other BBs yet here there seems to be nothing - so I thought I'd put together the stuff I've gather from the Internets and see if anyone here is investing in BHR - I'm not but I might at some time in the future when the fuss has died down

Beacon Hill Resources

rococo - 24 May 2011 11:07 - 50 of 110

Buys at 11.175p are a thing of the past, the latest are at 11.22p.
something is afoot with volume of 3M

rococo - 24 May 2011 12:35 - 51 of 110

now going places 11.50 / 12p +1.25p

money am charts look again on all sorts, at least are delayed OK, are only showing 11.375p

Chart.aspx?Provider=Intra&Code=BHR&Size=p.php?pid=staticchart&s=L%5EBHR&width=44

rococo - 24 May 2011 21:47 - 52 of 110

FT.com

By Neil Hume and Bryce Elder
Published: May 24 2011 20:39

Beacon Hill Resources continued to find support from Mondays bullish note from Collins Stewart. The broker placed a 38p target price on the company, which owns the and operates only producing coal mine in Mozambique. We expect a re-rating as trial exports start and the production ramp up grows revenue above $200m pa from 2013, the broker said in its note. Beacon Hill rose 11.9 per cent to 11p.

http://www.ft.com/cms/s/0/8728ae60-8615-11e0-be9b-00144feabdc0.html#ixzz1NIv6cHBA

rococo - 24 May 2011 22:06 - 53 of 110

Yesterday's Collins Stewart broker note ..............

Tete-a-tete

Expanding coking coal production in Mozambique
Initiating with c.250% upside to our Target Price

We initiate with a Buy recommendation on Beacon Hill Resources with c.250% upside to our NPV-based 38p target price. Our $608m NPV comprises mainly the Minas Moatize coal mine on our conservative price assumptions, c.50% below spot. We expect a re-rating as trial exports start and the production ramp up grows revenue above $200m pa from 2013.

Mozambique the right address to grow coking coal production

The company provides exposure to a key emerging coking coal region, which has already captured the attention of the majors. The Tete District of Mozambique offers potential for highly productive open pit mining operations to be brought into operation to produce coking coal at a time when supply constraints and relative scarcity have driven June contract prices to $330/t.

Near term expansion plans to drive re-rating

Beacon Hill Resources plans to rapidly expand production in 2012, mining 4Mt to produce 2.36Mt of saleable coal from 2013 onwards, of which 38% of saleable production is expected to be coking coal. The mine has the funds for the expansion, as a contractor will supply the major capital plant and equipment, to be repaid through the contract operating cost.

Demand for coking coal remains tight

Sustained demand growth from India and China is set to keep the long term coking coal price at elevated levels as producers struggle to expand. We see coking coal prices holding $200/t over the long term, with periods of acute tightness in supply the potential for further peaks above $300/t, and maintaining coking coals 200%+ premium over thermal coal. The ability to produce coking coal is the primary value driver for the business.

Unlocking the infrastructure is the key

Securing access on to the rail line will be a major tipping point as it will clear one of the regions chief challenges. It is possible that the company may have to contend with road haulage and/or capacity limitations in the short term, particularly to achieve the first trial shipment by mid 2011. However we have stress tested the valuation for this scenario which still implies c.80% upside to our risked valuation from the current share price.

gibby - 24 May 2011 22:08 - 54 of 110

sp is real low considering - however many in the same boat as bhr

rococo - 25 May 2011 13:55 - 55 of 110

Finally moving ahead again this afternoon 12.25 / 12.50p +0.625p

Chart.aspx?Provider=EODIntra&Code=BHR&Si

gibby - 25 May 2011 20:50 - 56 of 110

hmmm indeed - heading back to placing sp

see sey.p target 38p here - still way undervalued when it achieves that imo

rococo - 26 May 2011 17:02 - 57 of 110

Piece covering Tete Province and Mozambican future plans for infrastructure.

http://www.bernama.com/bernama/v5/bm/newsworld.php?id=588686

gibby - 26 May 2011 21:14 - 58 of 110

yep cheers

satisfactory day at the office here

2517GEORGE - 02 Jun 2011 13:41 - 59 of 110

7.5m bought 0 sold and sp static.
2517

grannyboy - 02 Jun 2011 14:14 - 60 of 110

2517, same as yesterday, a lot more buys then sells, MMs are holding this down..

mnamreh - 25 Jul 2011 10:15 - 61 of 110

.

grannyboy - 15 Aug 2011 10:33 - 62 of 110

Looking for a steady re-trace back towards 12.50p-13p, well undervalued at the moment..OMO.

mnamreh - 19 Oct 2011 09:45 - 63 of 110

.

magicjoe - 22 Nov 2012 22:57 - 64 of 110

From British Bulls tonight ......

BUY CONFIRMED

BHR 3.5000 +0.5000 +16.67%

Candlestick Analysis
Today’s Candlestick Patterns:

LONG WHITE CANDLESTICK

Type: Reversal/Continuation
Relevance: Bullish

The recent bullish formation leading to the BUY-IF signal is confirmed today. The market is ready for a new bullish move. It opened today
with a gap-up and the day’s activity resulted in a close higher than the open. This is one of our valid confirmation criteria.


13FIG.gifChart.aspx?Provider=EODIntra&Code=BHR&Si

magicjoe - 23 Nov 2012 08:57 - 65 of 110

continuing with yesterday's rise on good volume also over 4m in less than 1 hour

--------------------
Mozambique: new railroad for coal / 22 November 2012

Mozambique launches US$2 billion international tender for railroad project

The Mozambican government plans to launch an international public tender for a rail and port project worth US$2 billion, the chairman of state port and rail company CFM said Wednesday in Maputo.

“The public tender will be launched by the end of the year, it will be worth US$2 billion and is intended to solve the logistical problems related to increasing coal exports,” said Rosário Mualeia on the sidelines of the Coaltrans conference, cited by financial news agency Reuters.

The public tender is to build a 525 kilometre railroad from Tete province to Macuse, in Zambézia province, and a port with capacity to handle 20 million tons of coal per year.

Mualeia also noted that work to rebuild the Sena railroad, which is the only rail link between Tete and the coast, will be finished by the end of the year, after which it will have capacity to carry 6.5 million tons per year.

The chairman of Portos e Caminhos de Ferro de Moçambique (CFM) noted that several rail and port projects due to be carried out would have an overall cost of US$12 billion and be completed within five years. These new projects are expected to increase the country’s export capacity to 120 million tons of coal per year.

Mualeia also said that in 2013 an independent operator would be set up to manage all the railroads, although prices and policy for accessing the network would be established by a state regulator.

magicjoe - 23 Nov 2012 10:02 - 66 of 110

Steady share price rise and volume now 8M

Chart.aspx?Provider=Intra&Code=BHR&Size=

magicjoe - 23 Nov 2012 14:58 - 67 of 110

Breaking the 4p after some steady attempt for a couple hours

it looks like it will be breaking also yesterday's large volume

magicjoe - 26 Nov 2012 10:05 - 68 of 110

4.20 / 4.25p +0.20p

From the TIMES - Sunday 25th November 2012

BHR - Beacon Hill Resources continued to rally sharply as the market belatedly cottoned on that Renaissance Capital, the Russian investment bank, was not about to dump its near 34% stake. The miner of coal in Mozambique jumped another 14.3% to 4p. Sentiment towards Beacon Hill, like other coalminers, has been lent a further fillip by hungry Chinese demand for the fuel.

magicjoe - 02 Jan 2013 10:15 - 69 of 110

RUMOURS OR TRUTH ?

from a poster on LSE,

maxwells1
Posts: 6
Research
Opinion: Strong Buy
Price: 3.05
Bid in the wings!
Today 09:26
Wed, 2 Jan 2013 at 9:209:20Message starred FROM R BEST TO You re BHR Hide Details FromR BEST Tomattwest_1972@yahoo.com Re Beacon Hill Resources

The chatter amongst the stripes in the city is GOOD!
BHR has a bid waiting at 12p as soon as the Rail allocation is granted with the next 2 weeks!
BUY
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