Deze twee koppen in de media spreken voor zicht. Wij zullen deze uitvoerig beschrijven.
- Turquoise Hill’s Shareholders Approve Arrangement with Rio Tinto.
- Rio Tinto acquisition of Turquoise Hill receives shareholder support

History
A minor amount of copper was recovered at the Southern Oyu area during the Bronze Age, as indicated by small circular pits and minor copper smelting slag.

During the 1980s the district was investigated by joint Mongolian-Russian regional geochemical surveys which reported the Central Oyu area as a molybdenum anomaly. In 1996, Mr. Garamjav (now a senior geologist at Turquoise Hill Resources), who first visited the Oyu Tolgoi region in 1983 and noted evidence of alteration and copper staining, guided Magma Copper to the Oyu Tolgoi area. Following the visit exploration tenements were secured by Magma Copper.

BHP Billiton (BHP, which acquired Magma Copper in late 1996) began exploration at Oyu Tolgoi as part of a regional reconnaissance program of the South Gobi desert during the 1997 field season. After geological mapping, stream and soil sediment surveys, magnetic and induced polarization surveys, BHP completed six diamond core holes totalling 1,100 metres in September and October of 1997. With encouraging results a second phase of drilling began. Commencing in April 1998, BHP completed an additional 13 core holes totalling 2,000 metres with positive results obtained in four of the holes. A third phase of drilling was then conducted in August and September, 1998, completing four holes totalling 800 metres. These holes failed to return significant mineralization and the project was suspended pending a review.

In 1999, additional drilling and exploration was recommended; however, further exploration at Oyu Tolgoi by BHP was discontinued due to cut-backs in BHP’s exploration budgets. At this time BHP’s exploration tenements in Mongolia, including the Oyu Tolgoi exploration concession, were offered for joint venture.

Ivanhoe Mines signed an option agreement with BHP to earn 100% interest in the Oyu Tolgoi Concession in May 2000. A reverse circulation (RC) drill program was initiated by Ivanhoe in June, 2000, completing 109 holes totalling 8,828 metres by September. The program targeted the supergene-enriched, chalcocite blanket discovered in BHP’s drill hole OT-3. The results from Ivanhoe’s drilling were encouraging, including the discovery of additional high-grade supergene copper mineralization.

In 2001, Ivanhoe Mines continued RC drilling, mostly in the Southern Oyu area to delineate possible oxide resources followed by three diamond drill holes in Southern Oyu, Southwest Oyu and Central Oyu, respectively. These three holes were targeted to test the deep hypogene copper-gold potential. These three holes were sufficiently encouraging for Ivanhoe to mount a major follow-up drill program. Ivanhoe’s drill hole Hole OTD-150, Ivanhoe’s first deep diamond hole to test the hypogene potential of the Southwest Oyu zone, was drilled in July 2001 to a depth of 590 metres and averaged in excess of one gram of gold per tonne and 0.81% copper over a distance of 508 metres, from 70 metres to 578 metres. It included a zone of 278 metres from 188 to 466 metres, grading in excess of 1.0% copper and approximately 1.50 grams of gold.

OTD-150 was the first deep drill hole at the Oyu Tolgoi Project to discover the new zone of porphyry mineralization containing high-grade gold, copper and molybdenum. Given the economic potential of hole OTD-150, Ivanhoe immediately expanded its exploration program by adding more drill rigs to further delineate the Oyu Tolgoi mineralized system. In March 2002, Ivanhoe issued its first, independent Oyu Tolgoi resource audit for the Southwest Oyu Discovery Zone, which estimated the deposit contained inferred resources, based on a cut-off grade above a 0.30% copper equivalent, of 588 million tonnes, grading 0.53 grams per tonne of gold and 0.41% copper, containing 10 million ounces of gold and 5.3 billion pounds of copper. It was the first of many independent resource estimates to be prepared for the Oyu Tolgoi Project as drilling continued 24 hours a day, seven days a week to expand the resources. see & read more on
https://turquoisehill.com/turquoise-hill/history/default.aspx

Het Oyu Tolgio (later OT) project in Mongolië is straks de nummer 3 of 4 op koper winning in de wereld.
Turquoise Hill en de Mongolische Regering waren daarin betrokken gezamenlijk in de verhouding 34% Regering Mongolië en 66% Turquoise Hill.
Maar ook Entree Resources was in Mongolië betrokken.
Entrée/Oyu Tolgoi JV Project
The Entrée/Oyu Tolgoi joint venture property comprises Lift 1 and Lift 2 of the Hugo North Extension copper-gold deposit and the Heruga copper-gold-molybdenum deposit, as well as a large underexplored, highly prospective land package. Rio Tinto is managing the construction of Lift 1 of the Hugo North (including Hugo North Extension) underground mine on both the Oyu Tolgoi mining license and the Entrée/Oyu Tolgoi joint venture property. First development production from Hugo North Extension Lift 1 is currently expected in H2 2023.
ga naar. https://www.entreeresourcesltd.com/
en lees meer.

De gehele ontwikkeling in Mongolië trok aandacht van Rio Tinto en die kocht zich in, door Aandelen Turquoise Hill te kopen.
Door de bieding (lees) goedkeuring & stempel van gisteren (9/12/22) is er 1 grote stap gezet.

Rio Tinto werkt dus nauw samen met de Mongolische Regering op allerlei gebieden, medewerkers uit Mongolië te scholen en het project te laten uitvoering etc. etc., maar onderleiding van Rio Tinto.
Deze samenwerking beantwoordde aan de gestelde doelen van de Mongolische Regering, dat zij het volgende voorstelde aan Rio Tinto: "geen drie partijen in het OT project, maar met 1 partij"!

Dus moest Rio Tinto haar werk gaan doen, de bieding op Turquoise Hill had wat voet in aarde, maar is nu toch gelukt.

En nu de volgende stap (taxatie XEA.nl), de andere partij Entree Resources te gaan benaderen voor uitkoop.
Nu de deal met Turquoise Hill is gelukt, zullen leggers de overstap van Turquoise Hill naar Entree Resources gaan maken! Daarmee willen zij profiteren van nog een bieding t.w. op Entree Resources.
De beleggers van Turquoise Hill waren/zijn niet de enigen die de wens van de Mongolische Regering kennen t.w. "met 1 partij"!
Goldman en daar schreven wij van XEA.nl veelvuldig over, was al langer inkoper van aandelen Entree Resources, van 9/11/2021 t/m 9/11/22 kocht Goldman ca. 5,5 miljoen aandelen Entree Resources in. Wat Goldman ervoor en voor wie dat deed/doet weten wij niet, maar geeft wel aan, "er staat nog meer op stapel"!

Dus gaat ook XEA.nl uit, dat kansen liggen bij het aandeel Entree Resources voor de komende tijd! Dus alleen:" wanneer gaat Rio Tinto op Entree Resources een bieding gaan doen.
Het aandeel Entree Resources doet nu circa C$ 1,15
De prijs van een korte optie, met goede kansen taxeren wij.
Dit i geen koop advies, maar een inschatting die OOK bij Turquoise Hill ca. 3-4 jaar geleden in het verschiet lag.

Het aandeel Turquoise Hill deed toentertijd ca. C$ 1,00 en zakte ook onder die C$ 1.
Daarna kwam er een wisseling 10 oude aandelen Turquoise Hill in leveren voor 1 nieuw aandeel Turquoise Hill en nu de bieding van C$ 43 p.a. Turquoise Hill door Rio Tinto.