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    Metro Mining ehemals MetroCoal und Cape Alumina - 500 Beiträge pro Seite (Seite 3)

    eröffnet am 03.01.11 18:42:14 von
    neuester Beitrag 26.12.14 16:39:53 von
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     Ja Nein
      Avatar
      schrieb am 29.05.13 06:55:06
      Beitrag Nr. 1.001 ()
      Good morning
      MetroCoal is very pleased to announce that its drilling program on the Bundi Project has recommenced.
      To view a PDF of the full announcement please click here http://metrocoal.com.au/uploads/290513 Bundi ASX release - F…
      Avatar
      schrieb am 29.05.13 09:59:38
      Beitrag Nr. 1.002 ()
      Noch jemand an Bord ?

      Denke / Hoffe hier kommt es die nächsten Wochen zu einer kurstechnischen Gegenbewegung.

      All time Low, Kurs nahe Cash (6 audcent/share) und kaum noch Umsatz.

      Die 7,0 Audcent Ask wird auch schon seit Tagen nicht richtig bedient.
      Avatar
      schrieb am 29.05.13 11:04:27
      Beitrag Nr. 1.003 ()



      Seit Anfang Mai ist das Volumen raus.
      Avatar
      schrieb am 26.07.13 07:07:55
      Beitrag Nr. 1.004 ()
      totale tote Hose
      hab das gefunden:

      Metro Coal intends to open exporting mines at Columboola and Bundi
      http://www.coalguru.com/australia/metro_coal_intends_to_open…

      Metro Coal intends to open exporting mines at Columboola and Bundi on the Western Darling Downs.

      The company said that it is slowing developments at Columboola temporarily because of the current climate in the coal industry.

      Mr Theo Psaros COO of Metro Coal said that despite falling coal export revenues, the Surat Basin is viewed as a region with potential.

      Mr Psaros said that "On a recent trip to India it was pleasing to know that some of the power generators up there have been studying the Surat Coal specifications. We've had visits from interested parties from China. It's still very early in our discussions but there is still a long-term interest in the Surat Basin.”

      He said that "There is no doubt the industry is going through some pretty tough times but we are very much firm believers in the future of the Surat Basin as a coal precinct."
      Avatar
      schrieb am 26.07.13 09:28:39
      Beitrag Nr. 1.005 ()
      Ja, hier wird man einen ganz langen Atem brauchen.
      1 Antwort

      Trading Spotlight

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      Rallye II. – Neuer Anstoß, News und was die Börsencommunity jetzt nicht verpassen will…mehr zur Aktie »
      Avatar
      schrieb am 26.07.13 09:58:37
      Beitrag Nr. 1.006 ()
      Antwort auf Beitrag Nr.: 45.119.161 von Reiners am 26.07.13 09:28:39dazu noch die allgemeine lage in der kohle:

      Market Vectors Coal Etf
      ISIN. US57060U8374

      Avatar
      schrieb am 22.08.13 13:54:23
      Beitrag Nr. 1.007 ()
      Sie lebt ?!

      Avatar
      schrieb am 23.08.13 10:08:01
      Beitrag Nr. 1.008 ()
      Kaum bewegt sich der Kurs mal ein bisschen kommt sofort eine Anfrage der ASX ob es Informationen gibt die nicht veröffentlicht wurden. :rolleyes:

      http://www.asx.com.au/asxpdf/20130823/pdf/42hvy1npxrffly.pdf
      Avatar
      schrieb am 24.09.13 13:44:20
      Beitrag Nr. 1.009 ()
      Cape Alumina and Metrocoal in trading halts, posssible merger

      Cape Alumina (ASX:CBX) and MetroCoal (ASX:MTE) have both requested trading halts, citing completion of a corporate merger to be completed by Thursday.

      Given the similar nature and timing of Cape Alumina's release to that of MetroCoal, and given both companies are spin-outs from parent company Metallica Minerals (ASX:MLM), we expect the merger to be between MTE and CBX.

      MetroCoal is a thermal coal company focused on its underground operations in the Surat Basin, Queensland, and is capitalised at $8 million.

      Cape Alumina focuses on the Pisolite Hills bauxite deposit, also in Queensland, and is currently valued at $13 million.

      http://www.proactiveinvestors.com.au/companies/news/48391/ca…
      1 Antwort
      Avatar
      schrieb am 28.09.13 09:13:47
      Beitrag Nr. 1.010 ()
      Antwort auf Beitrag Nr.: 45.507.475 von schurkenbub am 24.09.13 13:44:20http://www.asx.com.au/asxpdf/20130925/pdf/42jlbzhph7vr9c.pdf

      Wednesday,25
      September 2013
      CAPE ALUMINA TO MERGE WITH METROCOAL TO CREATE A DIVERSIFIED BULK COMMODITIES COMPANY

      ...

      Significant benefits to shareholders of the merged entity include:
      --Diversified asset base and risk profile spread across two bulk commodities; will provide increased resilience and a long-term future
      --Strong pipeline of near-term (bauxite) and long-term (thermal coal) project developments
      --Improved cash position of $12 million 1 to accelerate development of near-term bauxite projects in strong and growing global market
      --Market capitalisation of over $28 million 2 with increased liquidity for shareholders
      --JORC compliant resources of 202.4 million tonnes (Mt) of high-quality, Cape York, export-grade bauxite (refer Table1) and 4.2 billion tonnes (Bt) of thermal coal in the Surat Basin (refer Table 2)
      --Highly experienced leadership team

      ...

      The merger will create a diversified bulk commodities company with a portfolio of major bauxite and thermal coal assets. Flagship projects include the Pisolite Hills and Bauxite Hills mine and port projects and the Bundi and Columboola thermal coal projects. The merged entity’s conceptual project pipeline is shown below. More information on both Cape Alumina and MetroCoal is provided in Appendix A.
      This diagram is conceptual in nature and intended to illustrate the pipeline for delivery of the merged entity's bauxite and coal projects. The delivery of these projects is subject to relevant regulatory approvals, funding, infrastructure and successful completion of bankable feasibility studies. There is no
      guarantee that any of these projects will reach commercial production.
      Merger details MetroCoal and Cape Alumina have signed a Merger Implementation Agreement (MIA) which proposes that the two companies merge under a Scheme of Arrangement (Scheme).

      Under the proposed Scheme, MetroCoal will acquire all of Cape Alumina’s ordinary shares on issue. Cape Alumina shareholders will be offered approximately 1.12 MetroCoal shares for each Cape Alumina share held with the effect that Cape Alumina shareholders will hold 55 per cent of the merged entity and MetroCoal shareholders will hold the remaining 45 per cent.

      The merged entity will have approximately 464.2 million shares on issue, with expected combined cash reserves as at 31 August 2013 of $12 million and no significant debt.

      ...

      Gruß,
      grawshak
      Avatar
      schrieb am 01.10.13 06:47:33
      Beitrag Nr. 1.011 ()
      Aus anderen Investst von freunden / oder eigene. hab ich die Erfahrung gemacht, daß mit Chinesen an der Seite nix Gutes bei rumkommt.. was den Kurs betrifft. :(
      Avatar
      schrieb am 09.10.13 14:08:13
      Beitrag Nr. 1.012 ()
      Früher könnte man immer schön das Real Orderbuch/-tiefe für ASX Werte sehen, unter dem Link:

      http://cb.iguana2.com/netwealth2/depth/mte

      Der Link geht seit ca. einem Monat nicht mehr.

      Kennt jemand von euch eine gute Alternative?

      Real-time wäre schön, aber von mir aus auch erstmal die Ordertiefe mit der 15 Min. Verzögerung.

      Danke im voraus.
      Avatar
      schrieb am 26.11.13 21:11:50
      Beitrag Nr. 1.013 ()
      aua:

      Mining banned on Steve Irwin’s nature reserve, Cape Alumina dump bauxite project

      http://www.miningaustralia.com.au/news/mining-banned-on-stev…

      ..........The company also announced a planned merger with MetroCoal would be canned as a result of the government’s decision.

      Metrocoal chairman Steve Everett said the company had no choice but to halt the merger.

      “The proposed merger is no longer in the best interest of MetroCoal shareholders,” Everett said.

      “MetroCoal and Cape Alumina were given no prior warning of the government’s intentions and are bitterly disappointed with this outcome, which is confusing, frustrating in the extreme and goes against all prior indications and consultation.”..
      Avatar
      schrieb am 22.01.14 11:13:32
      Beitrag Nr. 1.014 ()
      Moin an alle noch investierten!!! Habe heute in meinem Depot einen Sperrvermerk unter Metrocoal Aktien gefunden . Hatte damals in FRA gekauft,dort wird doch noch gehandelt.Weiss jemand ,was das bedeutet wenn Bestände gesperrt sind. Kann leider keine weitere Info bekommen auf die Schnelle. Bin etwas verstört:-) Noch jemand das gleiche Problem?
      1 Antwort
      Avatar
      schrieb am 22.01.14 11:34:57
      Beitrag Nr. 1.015 ()
      Antwort auf Beitrag Nr.: 46.275.991 von captainiglu am 22.01.14 11:13:32Nee, aber ich habe meine auch in Australien gekauft und da ist nix gesperrt.
      Avatar
      schrieb am 22.01.14 12:59:54
      Beitrag Nr. 1.016 ()
      So jetzt bin ich schlauer. Es steht ein Reverse Split an, daher die Sperre!!!
      1 Antwort
      Avatar
      schrieb am 22.01.14 13:21:28
      Beitrag Nr. 1.017 ()
      Antwort auf Beitrag Nr.: 46.277.063 von captainiglu am 22.01.14 12:59:54In welchem Verhältnis ?
      Avatar
      schrieb am 22.01.14 14:21:54
      Beitrag Nr. 1.018 ()
      2 Antworten
      Avatar
      schrieb am 22.01.14 14:49:07
      Beitrag Nr. 1.019 ()
      Antwort auf Beitrag Nr.: 46.277.801 von captainiglu am 22.01.14 14:21:54Komisch, in Australien wird immer noch zum alten Kurs gehandelt.

      Auch keine offizielle Mitteilung bei der ASX oder auf der Homepage.
      1 Antwort
      Avatar
      schrieb am 23.01.14 08:33:25
      Beitrag Nr. 1.020 ()
      Antwort auf Beitrag Nr.: 46.278.031 von Reiners am 22.01.14 14:49:07bei mir ist nix gesperrt - hatte damals in D gekauft. :confused:
      Avatar
      schrieb am 23.01.14 08:55:51
      Beitrag Nr. 1.021 ()
      So ein Reverse Split muss auch an der ASX angekündigt werden.

      Und da steht nix, bzw. ich habe nicht gefunden.
      Avatar
      schrieb am 23.01.14 09:26:40
      Beitrag Nr. 1.022 ()
      Das wurde bereits am 30. Oktober 2013 auf der HV beschlossen:

      Resolution 4: Consolidation of Issued Share Capital
      ... the Company be authorised to undertake a consolidation of its issued capital on a 1 to 10 basis where the total number of Shares in the Company shall be reduced by a factor of 10 ...

      http://metrocoal.com.au/uploads/MTE_2013_AGM_Notice_of_Meeti…

      Und es wurde dem auch zugestimmt:

      http://metrocoal.com.au/uploads/021213_Results_of_AGM_2013_M…

      Trotzdem muss es erst noch über die ASX angekündigt werden. Bei mir ist MTE im Depot (DIBA) nicht gesperrt.
      1 Antwort
      Avatar
      schrieb am 23.01.14 09:45:47
      Beitrag Nr. 1.023 ()
      Antwort auf Beitrag Nr.: 46.284.223 von schurkenbub am 23.01.14 09:26:40Hab mich im Datum vertan, die HV war am 29.11.2013, das vom Oktober war nur die Notice dazu.
      Avatar
      schrieb am 23.01.14 11:12:22
      Beitrag Nr. 1.024 ()
      Zwischen "be authorised to" und auch wirklich dann machen, ist ja auch noch ein Unterschied.
      2 Antworten
      Avatar
      schrieb am 23.01.14 13:43:44
      Beitrag Nr. 1.025 ()
      Antwort auf Beitrag Nr.: 46.285.381 von Reiners am 23.01.14 11:12:22Ich lese gerade dass der Split auch nicht zustande kommen wird, da der Merger mit CBX geplatzt ist. Am 25.11. wurden die Punkte 4 (Split) und 6 aus der Agenda gestrichen:

      MetroCoal Limited wishes to advise that Resolutions 4 & 6 proposed for the Company’s Annual General Meeting to be held on 29 November 2013 have been withdrawn as a result of the termination of the merger with Cape Alumina Limited...

      http://metrocoal.com.au/uploads/251113_AGM_amendment_release…

      Fragt sich nur warum dann trotzdem darüber abgestimmt (und zugestimmt) wurde. Diese komische News vom 20.01. dürfte dann wohl keine Bedeutung haben.
      1 Antwort
      Avatar
      schrieb am 23.01.14 13:47:07
      Beitrag Nr. 1.026 ()
      Antwort auf Beitrag Nr.: 46.287.115 von schurkenbub am 23.01.14 13:43:44Fragt sich nur warum dann trotzdem darüber abgestimmt (und zugestimmt) wurde.
      Wer lesen kann ist im Vorteil. Ich sehe gerade dass nur über die Punkte 1, 2, 3 und 5 abgestimmt wurde.
      Avatar
      schrieb am 22.03.14 18:24:45
      Beitrag Nr. 1.027 ()
      Ziemlich still hier.

      Immerhin bewegt sich bei unserer Bude noch etwas; mgl. Takeover von Cape Alumina

      http://www.proactiveinvestors.com.au/companies/news/53745/me…
      Avatar
      schrieb am 28.03.14 08:48:49
      Beitrag Nr. 1.028 ()
      Interessant.

      Man hat jetzt sehr günstig (knapp unter 0,6 Mio. AUD) seinen Anteil an CBX von 7 auf 46% erhöhen können.

      Ein Schnäppchen, meiner Ansicht nach.

      http://stocknessmonster.com/news-item?S=CBX&E=ASX&N=790263
      Avatar
      schrieb am 20.05.14 08:51:55
      Beitrag Nr. 1.029 ()
      Moin ,
      nur mal zur Info ,was uns in Zukunft erwarten koennte,nach dem Merger.

      http://www.capealumina.com.au/resources-projects/bauxite-hil…

      Ich bleibe jedenfalls erstmal dabei,habe eh zuviel Miese inzwischen ..hehehe

      So wie ich verstanden habe , wird das Bauxite Hills Project weiterverfolgt,das Pisolite Hills Project jedoch nicht , da neue Gesetze/Erlasse der Queensland Regierung dies verhindern? Was denkt Ihr ueber den Zusammenschluss und die Moeglichkeiten?? Wie seht Ihr Kohle performen ueber die naechsten 6 bis 12 monate?
      Avatar
      schrieb am 20.05.14 09:50:55
      Beitrag Nr. 1.030 ()
      Na ja ... Merger ist nicht ganz richtig!Sorry.
      Ist ja sozusagen ne Übernahme lt.
      http://www.miningaustralia.com.au/news/metrocoal-launches-ta…

      gruss.
      Avatar
      schrieb am 16.06.14 13:23:25
      Beitrag Nr. 1.031 ()
      Heute 31,8%

      Grund ist wohl der starke Anstieg bei der 57% Beteiligung an Cape Alumina
      CBX.AX ist nämlich heute 75% gestiegen.

      Bauxite Markt scheint "hot" zu sein/werden.

      Dazu kam heute noch eine Meldung von CBX an der ASX.
      Avatar
      schrieb am 13.07.14 11:20:11
      Beitrag Nr. 1.032 ()
      MTE verlässt langsam den Boden. Volumen leider noch schwach.






      Avatar
      schrieb am 23.07.14 11:24:43
      Beitrag Nr. 1.033 ()
      Es tut sich was.

      Die 4 Aud-Cent sind genommen.

      Hohes Volumen heute bei der Tochter CBX
      Avatar
      schrieb am 04.08.14 13:27:04
      Beitrag Nr. 1.034 ()
      Metrocoal versucht jetzt Cape Alumina komplett zu übernehmen.

      Pro 1,3 CBX Aktien bietet man 1,0 MTE Aktien an.

      Metrocoal Management macht mir einen guten Eindruck, nachdem die Coal Branche kurz und mittelfristig kein Sinn machen, hat man schnell auf Bauxite umgesattelt.

      MetroCoal’s entry into the bauxite sector was prompted by the current positive fundamentals and attractive outlook for the bauxite sector. The positive outlook is supported by a number of factors including the Indonesian Government’s ban on bauxite exports and India’s recent announcement of their intention to increase their bauxite export tax from 10% to 20%.

      The impact of these factors is borne out by the upward trend in the bauxite price, making bauxite one of the few bulk commodities with increasing prices and a positive outlook.
      Avatar
      schrieb am 04.08.14 13:33:48
      Beitrag Nr. 1.035 ()
      Achso hier noch der Link.

      http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…

      Ich denke hier kann noch was großes entstehen.

      Noch relativ wenig Postings bei Hotcopper, was ich als gutes Zeichen sehe.

      Aktuelle Kurse:

      MTE 4,3 audcent
      CBX 3,4 audcent

      Obwohl MTE schon 100% bzw. CBX noch deutlich mehr in den letzten Wochen gestiegen ist, aus meiner Sicht immer noch günstig bewertet.
      Avatar
      schrieb am 04.08.14 13:38:38
      Beitrag Nr. 1.036 ()
      In diesem Zusammenhang sollte man sich unbedingt auch die aktuelle Präsi von CBX anschauen (vom 1. August)


      http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…


      Ist hier überhaupt jemand in MTE oder CBX von euch investiert, oder führe ich hier nur Selbstgespräche?
      Avatar
      schrieb am 04.08.14 14:52:38
      Beitrag Nr. 1.037 ()



      Auch der Kursverlauf der Mutter von Metrocoal (MTE), nämlich Metallica Minerals (MLM) (hält 30,78% an MTE) nach der Finanzierungsrunde durch die Chinesen, sollte man im Hinterkopf behalten.

      Verbindungen zu chinesischer Finanzierung sind demnach da.

      Auch sollte man nicht vergessen, dass DAGI (auch China) aktuell 22,62% an Metrocoal hält.

      Kurz mal schnell verdreifacht der Kurs von MLM.
      Avatar
      schrieb am 05.08.14 09:28:23
      Beitrag Nr. 1.038 ()
      @Reiners: Immer noch dabei.
      Avatar
      schrieb am 05.08.14 09:35:35
      Beitrag Nr. 1.039 ()
      Dann sind wir ja schon zu zweit. :)

      Wie gesagt, ich erwarte noch einiges von MTE/CBX

      MTE heute (für mich unverständlich) auf bis zu 3,5 audcent zurückgekommen.


      Mal sehen ob sich CBX noch wehrt oder dem zustimmt.


      The Board refers to the unsolicited off-market bid announced by MetroCoal Limited after the close of market on Monday 4 August. The Board has established a Takeover Defence Committee comprising George Lloyd (Independent Non-Executive Director) as Chairman and Ken Xiao (Non-Executive Director). Both members of the Committee are independent of MetroCoal Limited. George said: “We will review the offer documentation after it has been received and will advise shareholders accordingly. In the meantime we advise shareholders to take no action.”
      Avatar
      schrieb am 05.08.14 17:00:07
      Beitrag Nr. 1.040 ()
      Bauxite Market Commentary

      Chinese bauxite imported tonnes & prices are rising as predicted. Indonesian bans on bauxite
      exports being imposed longer than expected

      • Bauxite import tonnages rose from 1.58 million tonnes in April to 2.93 million tonnes in June 2014
      • Indonesian tonnes shipped to China ceased after bans imposed 12 January
      • Prices continue to rise above trend, averaging US$60.80/t CIF China, 25% higher than 2 years ago
      • A$ prices average A$64.54, 35% higher than 2 years ago when ABx commenced project approvals
      • China is sourcing bauxite from non-traditional suppliers at prices up to US$90/t averaging US$70.76/t –
      a stress reaction due to Chinese stockpiles of bauxite being consumed faster than expected.

      Indonesia: Indonesian bauxite shipments to China have ceased and the bans have remained effective to date.

      Australia: Rio’s Australian tonnages are returning to normal levels of 1.4Mt/month after wet season.

      India: Indian tonnages were 0.8Mt in June but new Indian export taxes of 20% on bauxite are taking effect.

      Others: “Other bauxite” comes at high prices from Dominica, Guinea, Ghana, Brazil, Fiji and others. This pattern
      is a sign of stressed buying because the transport costs from West Africa, Dominica & Brazil are punitive.

      Note that shipping costs were unusually low in June and trending lower. Because prices are quoted CIF China
      including shipping cost, the underlying rising bauxite price trend is stronger than shown in the graphs.

      China’s bauxite stockpiles falling: Chinese refineries are using bauxite purchased and
      stockpiled before the Indonesian bans. Some is low quality bauxite, requiring more tonnes
      of this low-grade, silicarich bauxite to produce sufficient alumina.

      This had led to a faster reduction in China’s stockpile than planned. ABx had predicted prices reaching above
      US$60/t in 2015 but that was exceeded in April’14.

      Alumina Limited has predicted bauxite prices will reach US$80/t by 2019.
      1 Antwort
      Avatar
      schrieb am 05.08.14 17:55:29
      Beitrag Nr. 1.041 ()
      Antwort auf Beitrag Nr.: 47.435.977 von Reiners am 05.08.14 17:00:07Hallo Reiners,
      könntest Du bitte noch den Link zu dem Bericht posten? Danke. :)
      Avatar
      schrieb am 05.08.14 19:37:33
      Beitrag Nr. 1.042 ()
      1 Antwort
      Avatar
      schrieb am 05.08.14 19:52:01
      Beitrag Nr. 1.043 ()
      Bauxite Market Update

      In January 2014, the Indonesian Government confirmed the ban on bauxite exports from Indonesia would remain. It is estimated ~42 million tonnes of bauxite was exported last year from Indonesia to China. Combined with other imports, China has built up an estimated 12 month stockpile of required bauxite imports.

      According to Antaike, China’s imports of bauxite reached 2.122Mt in April 2014. During the first four months of this year, bauxite imports totalled 16.77Mt, down 37% year on year. Only 45,000 tonnes of Indonesian bauxite imports have been reported since April and imports of Indian bauxite have dropped 70% year on year to 0.882Mt in May.

      It is expected that China’s bauxite import inventory will continue to shrink during the remainder of 2014, and imports of non-Indonesian bauxite will increase. Once these stockpiles are exhausted, it is expected that China will require several new significant sources of imported bauxite to satisfy demand out of China. This anticipated rise in demand has led to an increase in bauxite prices over the past few weeks.

      Logistically Australia is well placed to supply this demand and Western Australia is currently the largest bauxite producing region in the world. BRL’s bauxite resources located near existing rail infrastructure provides an opportunity for a low capital cost operation and nearer term start-up of direct shipment export of bauxite from Western Australia.

      A number of new projects need to come on stream to meet the continuously
      increasing demand in third party bauxite market by 2035

      Australia’s proximity to China means Australia has a logistical advantage to many other alternative supply sources and positions the Company well to take advantage of the increase in demand for Australian bauxite. In addition BRL’s bauxite logistics enable the loading of up to panama vessels without the need for trans-loading, unlike most of the other Greenfield bauxite projects, including those in Africa, Latin America and even Australia.

      Consumption of aluminium is now growing faster than any other metal, with China dominating aluminium production.

      At the start of the decade China produced around 10% of global production, 2.5 million tonnes per annum (Mtpa).

      Today China’s aluminium capacity has grown to 19Mtpa, accounting for 57% of global production.

      (Source: Australia China Business Council: The benefits to Australian households of trade with China.)

      http://www.asx.com.au/asxpdf/20140729/pdf/42r2wc16jdy6jw.pdf Side 3/4
      Avatar
      schrieb am 05.08.14 19:58:29
      Beitrag Nr. 1.044 ()
      Antwort auf Beitrag Nr.: 47.437.423 von Reiners am 05.08.14 19:37:33Danke, sehr interessant. btw, bin schon länger bei MTE und MLM investiert und entsprechend ist das Minus. Durch die ganze CBX Geschichte kommt endlich wieder Phantasie und Bewegung hier rein.
      Avatar
      schrieb am 12.08.14 09:23:23
      Beitrag Nr. 1.045 ()
      Heute kam ein Newsletter für shareholder von Metrocoal.

      Fasst meiner Ansicht nach den aktuellen Stand bei MTE/CBX sehr gut zusammen.

      Das Management bei Metrocoal macht mir einen guten bzw. sehr guten Eindruck. Sehr zielstrebig. Scheinen zur richtigen Zeit, das richtige Produkt und die richtige Resource (hohe Grade) zu haben.

      http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…


      -----------------------------------------------

      Die Großen scheinen das genau so zu sehen (Region und Produkt)

      Rio Tinto fast-tracking Queensland bauxite mine South of Embley

      http://www.smh.com.au/business/rio-tinto-fasttracking-queens…


      ----------------

      Auch die weiteren Rahmenbedingungen stimmen weiter

      JAKARTA (REUTERS) -
      Indonesia has no plans to wind back a seven-month old ban on exports of unprocessed nickel ore and bauxite that has led to billions of dollars in planned investments in smelters, top government officials said.


      http://www.mineweb.com/mineweb/content/en/mineweb-political-…

      ---------------------

      Hier noch mal das Projekt.

      Direct Shipping Ore Inferred Resource for Bauxite Hills


      http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…
      Avatar
      schrieb am 26.08.14 10:42:16
      Beitrag Nr. 1.046 ()
      Mal sehen, ob die Bauxitgeschichte wieder für etwas Leben bei MTE sorgt ...
      http://www.fool.com.au/2014/08/11/can-big-risks-lead-to-big-…
      Avatar
      schrieb am 27.08.14 11:41:38
      Beitrag Nr. 1.047 ()
      MetroCoal funding to keep Bauxite Hills going

      http://www.miningweekly.com/article/metrocoal-funding-to-kee…

      Wenn sie CBX endgültig übernehmen, haben sie den Kredit an sich selbst vergeben. Also quasi kein Risiko und macht gute Stimmung bei den CBX-Aktionären, damit sie der Übernahme zustimmen ... gute Strategie. :)
      Avatar
      schrieb am 09.09.14 09:32:36
      Beitrag Nr. 1.048 ()
      Es interessieren sich immer mehr (besonderes die Very Big Player) für das Produkt die Region

      RIO, Glencore und jetzt noch der former BHP executive

      Metrocoal vielleicht als kleiner Mitläufer ?

      ------------------------

      Former BHP executive Alberto Calderon joins new Cape York export bauxite project

      September 9, 2014 - 3:45PM

      What does a high-powered executive do when he retires from the top tier of BHP Billiton?

      In Alberto Calderon's case, he teams up with some of most experienced alumni from the old enemy, Rio Tinto, and starts working on a bauxite export project on the Cape York Peninsula.

      Bauxite is one of the hottest commodities in the mining sector at the moment, with prices trading near all-time highs and big miners like Glencore and Rio running the ruler over new Australian bauxite projects.

      Mr Calderon, who was one of BHP's top five executives during the Marius Kloppers era, has moved early to join that race by going into business with Gulf Alumina, a private company that is developing bauxite tenements north of Weipa.

      Mr Calderon said he had made a "medium"-sized investment in Gulf Alumina, under a royalty deal that will see him take a percentage of revenues from the company's exports.

      He is also helping the company by advising it on other off-take deals.
      The investment is the first step in Mr Calderon's plans to set up a private equity group, based on royalty streaming deals.

      "Bauxite is an interesting commodity. I think it has a very good future, and in this private equity space, and I'm looking for similar deals in copper," he said.

      Gulf Alumina plans to export about 3 million tonnes of bauxite per year from its Cape York tenements, which are less than 200 kilometres from where Rio is expected to launch a major bauxite expansion later this year.

      The Gulf Alumina team also includes Anthony Kjar, who has extensive knowledge of Rio's bauxite business at Weipa, the Chinese aluminium company Shandong Nanshan and London investment bank Liberium Capital.

      Mr Calderon said bauxite's appeal stemmed from China's growing dependence on imported bauxite.

      China's supply of bauxite is deteriorating in quality, pushing it to import increasing amounts of the aluminium ingredient from other nations.

      "Somebody said years ago when China gets in, you get out. When China gets out, you get in," said Mr Calderon.

      Alan Clark, who runs one of the world's few bauxite price indexes, said China's conundrum became more serious when its biggest supplier of bauxite, Indonesia, banned exports of raw materials in January.

      "Bauxite is now coming from countries that are geographically quite some distance from China," he said.

      "Places like Ghana, Guinea and Brazil have been supplying more bauxite to the Chinese and as a result those cargoes with the extra transport costs have effectively pushed the index price to a record high."

      Mr Clark, whose index is simply called The Bauxite Index, said Australian producers such as Gulf Alumina and Rio were well placed to benefit from China's growing need to import bauxite.

      "The Chinese are looking further and further afield and so from here in Australia, we are well positioned to supply China both geographically and in terms of the types of bauxite the Chinese are looking for," he said.

      Dabbling in bauxite and copper is a different game to Mr Calderon's most recent role at BHP, where he was in charge of corporate development and, specifically, the nickel and aluminium assets.

      But he says despite the peak of the mining boom being in the past, there are still many opportunities to make money in the sector.

      "There are some commodities that do have a future still, and so the trick is finding the right type of projects with the right kind of risk and identifying them," said Mr Calderon.


      Read more: http://www.smh.com.au/business/former-bhp-executive-alberto-…
      Avatar
      schrieb am 17.11.14 11:36:42
      Beitrag Nr. 1.049 ()
      Metro Coal hat jetzt knapp über 90% an Cape Alumina. Wird jetzt den Rest, also auch mich, zwangsumtauschen in MetroCoal.



      -------------------

      Marktaussicht weiter gut

      ---------------------

      Looming bauxite supply squeeze and price forecasts

      Bauxite ore is refined into alumina, which is then refined further into aluminium. It takes four to seven tonnes of bauxite to make just one tonne of aluminium.

      Last year, China sourced over 65% of its bauxite it needs from Indonesia, equating to almost 50 million tonnes.

      In an attempt to create jobs by encouraging producers to build refineries on mainland Indonesia, the Indonesian government enforced a ban on mineral ore exports in January.

      But China’s stockpile is dwindling, and may be completely exhausted over the next 6-12 months.

      JP Morgan noted that bauxite imports into China remain short of consumption requirements for Chinese alumina refineries.

      Andrew Wood, group executive of strategy and development at Alumina Limited, noted recently that:

      "There is potential for a so-called bauxite gap of 10 million to 15 million metric tonnes as stockpiles in the country run out, and prices may rise. The Indonesian ban, and the extent it holds, is obviously a key uncertainty for Chinese refiners. While there are a number of potential outcomes that will take a while to play out, all reasonable scenarios are likely to increase bauxite and alumina costs".

      The bauxite price into China may average $75 to $80 a tonne on a long-term basis, said Wood.

      Short, medium and long term, bauxite is a standout commodity play, and the aluminium price has just commenced a new upward move as part of its new bullish trend.

      Adding to the pressure that is building in the bauxite space, worldwide stockpiles are depleting.

      Aluminium inventories on the London Metal Exchange are experiencing the longest stretch of declines since November 2000.

      Aluminuim is the best performing metal after nickel on the London Metal Exchange this year, rising 10% to US$1,992 a tonne.
      Avatar
      schrieb am 28.11.14 11:56:09
      Beitrag Nr. 1.050 ()
      Indonesia Squeezing China as Bauxite Prices Climb: Commodities

      Yoga RusmanaNov 27, 2014 10:30 am ET


      (To get alerts for commodities columns: SALT CMMKT.)

      Nov. 27 (Bloomberg) -- Bauxite, one of the most common ores in the earth’s crust, is growing scarce.

      It’s been 10 months since Indonesia banned exports of bauxite, used to extract aluminum, in a bid to transform its mining industry, and the global market is still struggling to replace the lost supply. Bauxite prices are up about 15 percent and aluminum is rallying the most since 2009, driving up costs for importers including the world’s top buyer, China. A global surplus last year has become a shortage in 2014 that Citigroup Inc. says will last three years.

      Indonesia, the world’s third-largest supplier, halted shipments of raw ore, including nickel and copper, in a bet that sacrificing jobs short-term would spur investment in exports with more value and profit. There are six projects under way to turn bauxite into alumina, which is used to make aluminum. They include a $1.2 billion venture on the coast of Borneo with China Hongqiao Group Ltd. Several of them won’t start producing until 2017, forcing buyers of aluminum used in everything from cans to aircraft to use more inventories.

      “We’re definitely bullish about bauxite for 2015,” Ivan Szpakowski, a Citigroup analyst in Hong Kong, said by telephone on Nov. 11. “The main factor in the bauxite and alumina market is the Indonesian ban. It’s going to take a while for any replacement supply to come through.”

      Bauxite Outlook

      Bauxite delivered to China’s Shandong province, the top importing region, may climb to $80 a metric ton by the end of 2015 from $60, Goldman Sachs Group Inc. said in a report Nov. 5. Citigroup estimated prices were around $52 before the ban, which led to closed mines and layoffs of 40,000 workers. Goldman Sachs said alumina may advance 12 percent next year, while Morgan Stanley listed it as a top metals pick.

      Global output of bauxite will trail consumption by about 6.3 million tons this year, compared with a surplus of 49.3 million tons in 2013, according to Citigroup. China may face a shortfall of 10 million to 15 million tons next year, producer Alumina Ltd. said last month. The Melbourne-based company is a partner with New York-based aluminum producer Alcoa Inc. in Alcoa World Alumina & Chemicals, the largest alumina producer.

      Indonesia is an archipelago of more than 17,000 islands, with most of its bauxite reserves located on Borneo. Before the ban, the country represented 10 percent to 15 percent of world supply and accounted for half of what was consumed in China, the largest aluminum producer, Goldman Sachs estimates.

      Aluminum Prices

      With the cost of supplying refined metal increasing, Goldman says prices may rise for aluminum, which climbed 14 percent this year to $2,050 a ton on the London Metal Exchange, the most after nickel. The New York bank says its 12-month forecast is $2,100, with risks skewed to the upside.

      Aluminum is the most abundant metallic element in the earth’s crust after silicon, the U.S. Geological Survey says. It takes some four to seven tons of bauxite to make one ton of aluminum. About a third of the cost of aluminum comes from alumina, while bauxite contributes less than 10 percent, says Paul Gait, an analyst at Sanford C. Bernstein Ltd. in London.

      As other countries start ramping up output, some argue that the impact of less Indonesian ore on prices may be limited in coming years. Bauxite exports from Australia, which became the largest supplier to China in March, will climb 11 percent to 16.8 million tons in 2014-2015 from a year earlier, the Canberra-based Bureau of Resources and Energy Economics forecast in September.

      Relaxing Ban

      Slowing global economic growth, including in China, could also curb demand for aluminum. Global inventories reached a three-year high of 2.519 million tons in October, International Aluminum Institute data show.

      While President Joko Widodo reaffirmed his commitment to the ban on all Indonesian ore this month, the impact of lost mining jobs and slower growth may force the government to ease its limits on trade. Widodo, who took office on Oct. 20, inherited the policy from his predecessor, Susilo Bambang Yudhoyono. Andrew Wood, group executive of strategy and development at Alumina, told an industry conference in Singapore last month that easing the ban remains a possibility.

      The mining industry shrank 0.25 percent in the first nine months of 2014 as Indonesia’s economy grew just 5.01 percent in the third quarter, the slowest pace since the global financial crisis in 2009.

      Slumping Supply

      For now, China’s bauxite stockpiles are being depleted. Total imports fell 50 percent to 31 million tons in the first 10 months of the year from 61 million a year earlier, customs data show. Imports will drop to 37 million tons this year from 72 million tons in 2013, according to Norsk Hydro ASA, an Oslo- based aluminum producer. Stockpiles may last six months, Commonwealth Bank of Australia said in an Oct. 29 report.

      On the coast of Borneo, PT Well Harvest Winning Alumina Refinery, a joint venture that includes China Hongqiao Group, Indonesia’s Harita Group and two partners, is transforming a swamp area into a complex that will employ about 3,000 people when it starts operation in 2016.

      The refinery, which includes a new jetty and a power plant burning local coal, will have a capacity to produce 2 million tons of smelter-grade alumina, Song Jing, the production manager, said in an interview at the site in Kendawangan district, West Kalimantan. The first phase for 1 million tons may be finished by the end of 2015, with output starting in early 2016 using bauxite from Harita’s mines, he said.

      Other projects are taking shape. In the north of Kalimantan, PT Aneka Tambang is set to start commercial production at a 300,000-ton chemical-grade alumina refinery in Tayan by year-end, Secretary Tri Hartono said by telephone Nov. 11. Including Well Harvest and Aneka Tambang, there are six alumina ventures expected to be built by 2017, the energy ministry estimated this month.

      Until those refiners are operational, Indonesia’s dormant bauxite mines may keep supplies tight for the rest of the world.

      --With assistance from Jasmine Ng in Singapore.
      1 Antwort
      Avatar
      schrieb am 26.12.14 16:39:53
      Beitrag Nr. 1.051 ()
      Antwort auf Beitrag Nr.: 48.441.678 von Reiners am 28.11.14 11:56:09Link zum neuen Metro Mining Thread:

      http://www.wallstreet-online.de/diskussion/1204805-1-10/metr…

      Gruß,
      grawshak
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