Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1748)
eröffnet am 13.03.08 13:14:32 von
neuester Beitrag 14.05.24 09:16:07 von
neuester Beitrag 14.05.24 09:16:07 von
Beiträge: 29.542
ID: 1.139.490
ID: 1.139.490
Aufrufe heute: 34
Gesamt: 2.702.109
Gesamt: 2.702.109
Aktive User: 0
Top-Diskussionen
| Titel | letzter Beitrag | Aufrufe |
|---|---|---|
| heute 17:36 | 5515 | |
| vor 1 Stunde | 5485 | |
| vor 1 Stunde | 5113 | |
| vor 1 Stunde | 3677 | |
| vor 1 Stunde | 3431 | |
| vor 1 Stunde | 3354 | |
| vor 1 Stunde | 2967 | |
| vor 49 Minuten | 2947 |
Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
|---|---|---|---|---|---|---|---|
| 1. | 1. | 18.720,16 | +0,15 | 190 | |||
| 2. | 4. | 6,5360 | -2,68 | 80 | |||
| 3. | 14. | 19,750 | -22,47 | 73 | |||
| 4. | 6. | 10,660 | +1,33 | 63 | |||
| 5. | 18. | 31,42 | +6,16 | 61 | |||
| 6. | 5. | 162,78 | +1,14 | 50 | |||
| 7. | 10. | 16,800 | +5,00 | 47 | |||
| 8. | 3. | 3,9710 | -6,90 | 39 |
Beitrag zu dieser Diskussion schreiben
Feedback
Antwort auf Beitrag Nr.: 46.960.722 von websin am 11.05.14 18:08:03AXM hab ich einige Shares als Leichen im Depot 
bei Axmin muss man wohl auch noch viel geduld haben bzw. mit der CAR/ Central African Republic
http://www.google.ca/finance?q=CVE:AXM
http://www.google.ca/finance?q=CVE:AXM
Industry Ranks May 2014
http://seekingalpha.com/article/2209413-industry-ranks-may-2…
http://seekingalpha.com/article/2209413-industry-ranks-may-2…
Antwort auf Beitrag Nr.: 46.959.176 von Boersiback am 11.05.14 01:54:28VANCOUVER – With nickel prices already up almost 40% in 2014, a suspension at Vale’s (NYSE: VALE) Goro mine in New Caledonia has pushed the price of the steelmaking component to a two-year high. - See more at: http://www.northernminer.com/news/goro-suspension-pushes-ris…
bevors wieder gesperrt ist:
The Goro mine has limited impact on global nickel supplies whether it is running or not, so a stable metal market would react little to the suspension. However, the nickel market is far from stable and so the Goro news acted as fuel on the fire that has been heating up nickel for months.
Indonesia started that fire in January when it banned exports of nickel ore. For years China and Japan have imported raw nickel laterite ore from Indonesia and turned it into nickel pig iron (NPI), a cheaper alternative for steelmakers to pure nickel.
The trade amounts to 450,000 tonnes a year, or almost a quarter of the 2-million-tonne global annual nickel market.
The export ban is intended to spur local processing and thereby capture more of the metal’s value domestically, but it will be years until Indonesia develops significant NPI production capacity.
In the meantime, NPI producers in China and Japan are working through the Indonesian ore they stockpiled last year, when rumors of the pending export ban gained momentum. Those stocks are keeping the nickel market roughly balanced this year but once they are depleted NPI producers will be stuck, as there is no real alternative to Indonesian ore. There is some nickel laterite mining in the Philippines but production there is a shadow of Indonesia’s 450,000 annual tonnes. The only hope for NPI producers is for Indonesia to backtrack on its export ban, but the odds of that happening in the near term are slim. For one, until a new president takes office in October the country has a lame duck government. Secondly, while a group of disaffected businessmen in Indonesia are lobbying to have the ban overturned the measure has support from most political parties and from international nickel miners and producers, who see no problem with higher prices. So it seems a quarter of the world’s nickel supply has indeed disappeared for some time.
The result has been a sudden and sharp nickel market shift.
All last year nickel was in a bear market. Prices languished below US$14,000 a tonne and at least a third of the world’s nickel producers were losing money. Adding to the misery, several large new mines set into motion in the last nickel bull market of 2007 were primed to enter production and add to an oversupplied market. Then on January 12th Indonesia’s export ban abruptly flipped the nickel market from oversupply to supply crunch.
Adding to the crunch, many of the world’s big new nickel mines are struggling. Glencore Xstrata (LSE: GLEN) is reassessing its 26,000-tonne guidance after power supply problems and an extended maintenance stoppage limited output at its huge Koniambo project to just 1,000 tonnes in the first quarter. In Brazil, Vale’s Onca Puma ferronickel mine is finally ramping back up after a furnace blowout halted operations for an entire year. Furnace problems are also keeping output at Anglo American’s (LSE: AAL; US-OTC: AAUKY) Barro Alto project well below full capacity. Last year these setbacks were viewed positively: each shutdown held up a flood of supply into a saturated market. Now the market needs these mines to start filling the massive gap that Indonesia’s ban created.
As long as that gap persists, news of nickel supply successes or disruptions will likely continue to wield inordinate influence on prices. Vale’s suspension at Goro after an effluent spill is not unexpected – Goro has been problem-plagued since it started operating in 2011.
And the shutdown may not even be that long; the company is waiting to hear from local authorities about a timeline to resume operations.
Nevertheless, on the Goro shutdown news three-month nickel on the London Metal Exchange surged 6.1% in intraday trading on Thursday May 8th to reach US$19,786 per tonne, its highest level since March 2012. The rise continued the next day: on May 9th nickel reached US$20,500 per tonne, marking a gain of US$1,900 or 10.2% in two days. Nickel prices can swing wildly because the nickel market is small and thinly traded, and therefore easily disrupted. For example, in the 18 months leading up to May 2007 the price of nickel quadrupled, rising from below US$12,000 per tonne to above US$50,000 per tonne. Eighteen months later it was back below US$10,000 per tonne. It is this reactionary nature that makes nickel sensitive to unsurprising news, like the suspension of a mine that has seriously underperformed since it started operating three years ago. The issues at Goro are a microcosm of the problems with high pressure acid leaching, a relatively new technology to treat laterite nickel ore. Problems with the acid plant took the mine offline for almost half of 2012; effluent management issues halted things for another six weeks in 2013. So suspensions at Goro are not unusual. In fact, in three years of operation the mine – officially rated to produce 58,000 tonnes annually – has only managed to produce 26,000 tonnes in total. As such Vale’s projection that Goro would produce 40,000 tonnes in 2014 was already optimistic. And even if Goro achieves that goal, its output feeds into a global market of 2 million tonnes. Goro is not a major nickel market player, but when supplies are tight it seems even a small disruption can make big waves.
bevors wieder gesperrt ist:
The Goro mine has limited impact on global nickel supplies whether it is running or not, so a stable metal market would react little to the suspension. However, the nickel market is far from stable and so the Goro news acted as fuel on the fire that has been heating up nickel for months.
Indonesia started that fire in January when it banned exports of nickel ore. For years China and Japan have imported raw nickel laterite ore from Indonesia and turned it into nickel pig iron (NPI), a cheaper alternative for steelmakers to pure nickel.
The trade amounts to 450,000 tonnes a year, or almost a quarter of the 2-million-tonne global annual nickel market.
The export ban is intended to spur local processing and thereby capture more of the metal’s value domestically, but it will be years until Indonesia develops significant NPI production capacity.
In the meantime, NPI producers in China and Japan are working through the Indonesian ore they stockpiled last year, when rumors of the pending export ban gained momentum. Those stocks are keeping the nickel market roughly balanced this year but once they are depleted NPI producers will be stuck, as there is no real alternative to Indonesian ore. There is some nickel laterite mining in the Philippines but production there is a shadow of Indonesia’s 450,000 annual tonnes. The only hope for NPI producers is for Indonesia to backtrack on its export ban, but the odds of that happening in the near term are slim. For one, until a new president takes office in October the country has a lame duck government. Secondly, while a group of disaffected businessmen in Indonesia are lobbying to have the ban overturned the measure has support from most political parties and from international nickel miners and producers, who see no problem with higher prices. So it seems a quarter of the world’s nickel supply has indeed disappeared for some time.
The result has been a sudden and sharp nickel market shift.
All last year nickel was in a bear market. Prices languished below US$14,000 a tonne and at least a third of the world’s nickel producers were losing money. Adding to the misery, several large new mines set into motion in the last nickel bull market of 2007 were primed to enter production and add to an oversupplied market. Then on January 12th Indonesia’s export ban abruptly flipped the nickel market from oversupply to supply crunch.
Adding to the crunch, many of the world’s big new nickel mines are struggling. Glencore Xstrata (LSE: GLEN) is reassessing its 26,000-tonne guidance after power supply problems and an extended maintenance stoppage limited output at its huge Koniambo project to just 1,000 tonnes in the first quarter. In Brazil, Vale’s Onca Puma ferronickel mine is finally ramping back up after a furnace blowout halted operations for an entire year. Furnace problems are also keeping output at Anglo American’s (LSE: AAL; US-OTC: AAUKY) Barro Alto project well below full capacity. Last year these setbacks were viewed positively: each shutdown held up a flood of supply into a saturated market. Now the market needs these mines to start filling the massive gap that Indonesia’s ban created.
As long as that gap persists, news of nickel supply successes or disruptions will likely continue to wield inordinate influence on prices. Vale’s suspension at Goro after an effluent spill is not unexpected – Goro has been problem-plagued since it started operating in 2011.
And the shutdown may not even be that long; the company is waiting to hear from local authorities about a timeline to resume operations.
Nevertheless, on the Goro shutdown news three-month nickel on the London Metal Exchange surged 6.1% in intraday trading on Thursday May 8th to reach US$19,786 per tonne, its highest level since March 2012. The rise continued the next day: on May 9th nickel reached US$20,500 per tonne, marking a gain of US$1,900 or 10.2% in two days. Nickel prices can swing wildly because the nickel market is small and thinly traded, and therefore easily disrupted. For example, in the 18 months leading up to May 2007 the price of nickel quadrupled, rising from below US$12,000 per tonne to above US$50,000 per tonne. Eighteen months later it was back below US$10,000 per tonne. It is this reactionary nature that makes nickel sensitive to unsurprising news, like the suspension of a mine that has seriously underperformed since it started operating three years ago. The issues at Goro are a microcosm of the problems with high pressure acid leaching, a relatively new technology to treat laterite nickel ore. Problems with the acid plant took the mine offline for almost half of 2012; effluent management issues halted things for another six weeks in 2013. So suspensions at Goro are not unusual. In fact, in three years of operation the mine – officially rated to produce 58,000 tonnes annually – has only managed to produce 26,000 tonnes in total. As such Vale’s projection that Goro would produce 40,000 tonnes in 2014 was already optimistic. And even if Goro achieves that goal, its output feeds into a global market of 2 million tonnes. Goro is not a major nickel market player, but when supplies are tight it seems even a small disruption can make big waves.
Antwort auf Beitrag Nr.: 46.959.164 von likeshares am 11.05.14 01:42:59naja kommt auch drauf an was man so findet... bei minenwerten ist mir oft der rohstoff realtiv egal geworden.
nur nickel würd ich eher meiden dfalls der wert gut gelaufen ist. falls nicht, muss man sich fragen warum nicht.
was ich auch nicht so schlecht fände: einen infratstruktur-wert in afrika vom gedanken her. hab ein paar efunden die ich ganz gut fand allerdings nur in afrika gelistet
nur nickel würd ich eher meiden dfalls der wert gut gelaufen ist. falls nicht, muss man sich fragen warum nicht.
was ich auch nicht so schlecht fände: einen infratstruktur-wert in afrika vom gedanken her. hab ein paar efunden die ich ganz gut fand allerdings nur in afrika gelistet
Trading Spotlight
Antwort auf Beitrag Nr.: 46.959.014 von Boersiback am 10.05.14 23:26:33Ich würde jetzt Kohle nehmen, die hat richtig Chancen und man geht den bösen Zockern aus dem Weg? Und der Kohle ist Putin ziemlich egal, glaube ich? 
Antwort auf Beitrag Nr.: 46.958.990 von prallhans am 10.05.14 23:21:23also uran wäre jetzt sicherlich spannender als nickel.
man sollte ja unten kaufen und oben verkaufen un nicht andersrum.
bei nickel wird dermassen paper gezockt das ist abartig.
wenn putin morgen sagt er hat obama irgendwie ganz doll lieb dann fährt nickel zur hölle.
man sollte ja unten kaufen und oben verkaufen un nicht andersrum.
bei nickel wird dermassen paper gezockt das ist abartig.
wenn putin morgen sagt er hat obama irgendwie ganz doll lieb dann fährt nickel zur hölle.
Antwort auf Beitrag Nr.: 46.956.988 von Fantomas96 am 10.05.14 10:41:23Abgefahren, vielleicht kann man sich auch nochmal Zinc und Uran antizyklisch anschauen:
http://www.nrcan.gc.ca/mining-materials/publications/8772
http://www.nrcan.gc.ca/mining-materials/publications/8772
thema lebensversicherer
sollte man beobachten... evtl. ein schlaraffenland für shorter demnächst
http://www.handelsblatt.com/finanzen/vorsorge-versicherung/a…
sollte man beobachten... evtl. ein schlaraffenland für shorter demnächst
http://www.handelsblatt.com/finanzen/vorsorge-versicherung/a…
Zitat von spidernetz: Guten morgen @all!
Kennt einer von euch Pasinex resources? Die Aktie ist in den letzten Monaten ganz schön gestiegen. Ich frage mich, ob man da noch zusteigen sollte..
Beste Grüße
Spider
Bisher kannte ich Pasinex nicht, aber Pasinex ist viel mehr als andere Wert, Aufmerksamkeit zu erfahren! Mit ca 65M Shares bei 0,07EUR/share ein absolutes Schnäppchen.
Zu den Projekten ist aus meiner Sicht nur gutes zu sehen. Hohe Grade für Cu von bis zu 3% über einen Streichen von 3km sind nicht alltäglich. Zn/Pb ähnlich gute Ergebnisse. Ganz am Anfang steht Pasinex nicht mehr und das ist gut so. Denn deshalb kann man nachlesen das für einen Explorer in der Türkei ein Kupfer Deposite nach chilenischen Manto-Charakter die Ausnahme ist. Diese Einordnung prognostiziert ein phorphyrisches breccia-style hydrothermal System aus der Kreidezeit. Bei dieser Art Mineralisierung stehen hohe Tonnagen im Einklang mit hohen Graden in einer möglichen open pit Mine zur Diskussion.
Für die Zink Liegenschaft stehen aktuell drills an, nach den Samples zu urteilen, sollte auch hier wesentliches zu erreichen sein.
http://www.wallstreet-online.de/nachricht/6744014-video-inte…
Die weiteren tenements sind für dieses Unternehmen gar nicht mehr so wichtig, da allein das Kupfer und Zink/Blei für Erfolg sorgen werden.
http://pasinex.com/wp-content/uploads/2013/07/Pasinex-Presen…
http://digital.csic.es/bitstream/10261/31728/1/Ramirez_LE.pd…
http://www.ariva.de/pasinex_resources_ltd.-aktie/news
Super Fund, ein Hingucker!
Ein möglicher Übernahme-Kandidat, nach der Maiden Resource, zumal diese erst noch zu melden ist. Was einen Explorations-Hype im Chart auslösen dürfte? Da kommt noch einiges mehr in den nächsten Monaten!
Plädoyer für Pasinex Resources Ltd. WKN: A1JWFY
http://www.wallstreet-online.de/diskussion/1193564-51-60/pla…
Das würde ich so, uneingeschränkt unterstreichen!
Mein Fazit: outperform!
Durchsuchen
