faktenthread - eisen - hierro - peru ( Seite 2)

merçie

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India's Sesa Goa buys rival iron ore mines for $368 mln
http://www.reuters.com/article/rbssIndustryMaterialsUtilitie…

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China’s Commodity Buying Spree

http://www.nytimes.com/2009/06/11/business/economy/11commodi…

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Wisco to buy 19.99% stake in Canada's Consolidated Thompson
http://www.chinaknowledge.com/Newswires/News_Detail.aspx?typ…

OZ Minerals shareholders vote in favor of $1.4 billion deal with ChinaMinmetals.
http://www.forbes.com/2009/06/11/china-minmetals-Ozminerals-…

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Kloppers Needs to Beat Rio Deal to Satisfy Demands for Growth
http://www.bloomberg.com/apps/news?pid=20601081&sid=aPCMJ4Bs…

Brazil’s Vale lands Manjung deal
http://biz.thestar.com.my/news/story.asp?file=/2009/6/12/bus…

no-go areas for the Chinese are:

• Russia
• Canada (only second-tier acquisitions will be allowed and only then in metals where there is an abundance
• Brazil (unlikely to be allowed any access to iron ore)
• Australia (unlikely to be allowed any more Tier One assets in any metal...unlikely to be allowed any more position with iron ore)
• Indonesia (anti-Chinese sentiment in the country)

Chinese interest in certain metals :

Gold: "there has been zero interest from China ...
Silver: "Zero interest...
Zinc: "this is the metal where...
Uranium: "Central Asian states might be a playground and possible Latin America
Copper: Chinese are likely to have to focus on Africa and LatAm
Iron Ore: "oops...blocked on all fronts. ...
The most prospective place that we see for Chinese in iron ore
is Peru where Cardero Resources has massive magnetite dunes
that have been the subject of on-again/off-again Chinese interest."

http://www.mineweb.co.za/mineweb/view/mineweb/en/page67?oid=…


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Annual contract prices for iron ore, down for the first time in seven years,
may rebound 10 percent next year on rising imports by China,
according to Goldman Sachs JBWere Pty analysts.
http://www.bloomberg.com/apps/news?pid=20601091&sid=aGmnClvV…
“Growth in Chinese imports should be sufficient to offset weaker demand from the rest of the world,”
Goldman said. Global seaborne trade of iron may rise 11 percent in 2010 to 905 million tons, it said.

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La cartera de proyectos de inversión está aumentando en Perú y
sumará 27,216 millones de dólares entre los años 2009 y 2011 ...
señaló hoy el presidente del Banco Central de Reserva (BCR), Julio Velarde.

http://www.andina.com.pe/Espanol/Noticia.aspx?id=yRn4EoqL8KQ…

Antwort auf Beitrag Nr.: 37.386.012 von bonDiacomova am 13.06.09 07:19:24Mal sehen ob diese magnetite dunes demnächst öfter namentlich erwähnt werden.

Jun 15 2009 - MD&A - English
http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu…

aus Management Discussion & Analysis

Peru - Pampa El Toro Iron Sands Project

Phase III
The goal for the pilot-scale smelting test is
to demonstrate consistent melter operation,
uniform hot metal quality and slag quality
over an extended period of operation time.

The Phase III pilot-scale melting test will be designed
to run with the optimum briquette formulation along
with operating control parameters gleaned from
the bench-scale smelting test. The pilot-scale melting test
program is undergoing a permitting process that is targeted
to be completed by the end of Q2 2009,
with the actual pilot plant operation and final report to follow.

aus Management Discussion & Analysis

Peru - Pampa de Pongo Iron Property

Cardero terminates the Sale Agreement or (ii)
Rio Tinto exercises its right of first offer
(due to the new lower purchase price, pursuant to
its right of first offer Rio Tinto has another 45- day period
(expires on July 9, 2009) to match the revised terms).

Hongda has agreed to provide, on or before August 19, 2009, (i) an irrevocable
letter of guarantee from a senior Chinese bank guaranteeing the payment of the balance of the purchase
price and (ii) a formal commitment letter to guarantee that the total purchase price of USD 100 million,
and the terms and conditions for the payment of the purchase price, is final and cannot be changed by Hongda.

Antwort auf Beitrag Nr.: 37.402.317 von bonDiacomova am 16.06.09 14:55:11Sprich bis 30. Juni, was von heute aus noch 14 Tage sind. Hoffentlich ein Termin der eingehalten wird.