Roca Mines Moly + Wolfram für >3 Mrd USD im Berg - 500 Beiträge pro Seite

[Zockempire]

Molyproduktion startet voraussichtlich im 2ten Quartal.
Bei Moly 25 USD hat die Bude ein KGV von rund 2.

Die Marketkap ist rund 82 Mio USD. Der Umsatz wäre bei 3Mio Pfund Moly , was die geplante 07er Produktion ist ca. 75 Mio USD. Die Gesamten Betriebskosten sollen nur 15 Mio USD für diese Produktion betragen.

Dazu kommen noch die riesigen Reserven, die derzeit ca. 3 Mrd USD wert sind (auch Wolfram/Tungsten neben dem Moly!) und die Explorationschancen.


Außerdem hat die Firma kaum Schulden. Eine echte Perle.

[vsch]

Antwort auf Beitrag Nr.: 26.932.861 von Zockempire am 15.01.07 12:34:13

[Asynchronmaschine]

[Asynchronmaschine]

January 21, 2007
By James Finch


coming soon! Print Version
Adobe Reader required click here for free download

Molybdenum Outlook 2007:
....
Roca Mines Inc.

Quietly, Roca Mines is moving forward toward becoming a small-scale molybdenum producer. A hiccup in their plans to mill the moly ore at British Columbia’s MAX deposit and begin selling it, as had previously been announced, was delayed by a few months. The company cited weather-related problems during the construction of their tailings facility. On a positive note, the company plans expanding mill capacity to 1,000 tpd.

In crunching the numbers to determine the value of the rock for the MAX deposit, Michaud concluded, “It’s rich.” Depending upon how the numbers were calculated, this deposit could be worth between US$561/tonne to US$660/tonne. Cost of operations could be as low as $71/tonne, but may likely run higher. Estimated recovery could run between 85 and 90 percent depending on how this start-up mine plays out. On a milling level of 1000 tpd, this equates to about 35,000 pounds per day of moly sulfide concentrate, or about 20,000 pounds of molybdenum oxide per day.

Bluntly said, if Roca delivers on its plan of selling 3 million pounds of contained molybdenum in 2007, and the moly price hovers at the $25/pound level, the company stands to rapidly build its treasury. We interviewed Scott Broughton during our Audio Series this past week, which helps provide a better study of this company’s plans.
Conclusion
Molybdenum might likely be premature in creating the sort of excitement found with the uranium price frenzy and the explosion of junior uranium companies of 2006. There may be some life this year in the moly sector. Most mining analysts are forecasting a slow drifting in the molybdenum price over the course of the 2007 to 2010 period. Some are the same analysts who were cautious in the uranium price outlook before Cameco Corp announced severe flooding at the company’s northern Saskatchewan Cigar Lake uranium mine in the Athabasca region. Since then, the uranium price shows the potential for additional hysteria coming into this New Year. Molybdenum does not, at least not yet, carry with it the overpowering supply/demand imbalance. However, the current price levels induce the further exploration and development of previously explored properties and especially those which have stronger degrees of deposit delineation from the earlier, but short-lived molybdenum boom. While the price of molybdenum might bore some to tears, the moly story is vital to the energy story. And it certainly won’t be a boring story for companies seeking to develop their molybdenum resources.

[Asynchronmaschine]

ab morgen 300 Firmen auf der
"Vancouver Resource Conference"
und
neben weiteren Perlen ist auch
ROCA
dabei
entscheidende frage
produktionsbeginn q1 oder q2 2007?

[Asynchronmaschine]

und hier der erste bericht von dort:

On tours, they plan to offer them in the Spring.
On getting the mine going, expect even another month delay. The annual average snow fall in the region is usually 21 ft per year. They had 21 ft by December, and this has simply slowed things down.
It will not in any affect their ability to mine their 3 million pounds they plan to mine this year. They are actually doing some the Phase II construction right now, which is to enable them to do 1000 tons per day, if I understood that correctly.

[Asynchronmaschine]

Handel jetzt auch in Berlin möglich.
Aber die stellt 0,84 zu 1,04
Bei dem Spread wird sich sicherlich kein Käufer finden. Kaufkurs hier 10 Cent über Kanada.

[Zockempire]

Jo, kauft lieber in Toronto, Leute. Freu mich schon auf den Produktionsstart!

[Asynchronmaschine]

2007-er fotos
http://www.rocamines.com/s/Media.asp?ReportID=167926" target="_blank" rel="nofollow ugc noopener">http://www.rocamines.com/s/Media.asp?ReportID=167926

[Panem]

Wed Nov 29, 2006
ROCA - MAX Molybdenum Mine Development Update
Vancouver, British Columbia: Roca Mines Inc. (ROK: TSX-V) ("Roca" or the "Company") provides the following update on construction and development activities at the MAX Molybdenum Project, located 60 kilometres (36 miles) southeast of Revelstoke, British Columbia.

The Trout Lake area, like much of British Columbia, has suffered extreme weather conditions over the past month. Weather stations in Revelstoke reported more than twice the average monthly precipitation for November, causing many industrial, transportation and municipal operations throughout the region to be slowed or closed.

While November's weather conditions have marginally impacted construction at the MAX mill and plantsite facilities, underground development has been unaffected. The most challenging aspect of the recent weather on the project development has been the construction of the tailings facility and specifically, the earthfill dams. This component of the project has faced various unforeseen construction issues related to persistent precipitation since late October and the use of moisture-sensitive earthfill borrow sources.

The Company's engineers and contractors are now substituting quarried rockfill to allow for construction of the dams during weather events. As a result of these construction challenges and changes to the scope of work in the tailings area, the production startup for the MAX Molybdenum Project will be delayed by approximately three months and is now planned for late Q1 2007.

Roca is also concentrating on expanding underground mine production and accelerating assembly of the second 500 tpd mill circuit to a total mill capacity of approximately 1,000 tpd. Expansion of these two key elements of the project will provide tremendous surplus capacity and scheduling flexibility for the project. This will allow the MAX mine to meet its production target of two back-to-back production runs of 75,000 tonnes each by the end of calendar-2007.

The permitted Phase I mine plan for MAX will focus on the deposit's High-Grade Zone containing 280,000 measured and indicated tonnes grading 1.95 per cent MoS2 (refer to T.N. Macauley's 43-101 compliant technical report dated September, 2004). Molybdenum currently trades in the US$25-26 per pound range and is a key alloy in the manufacture of stainless and specialty steel, including pipelines and other energy-related steel infrastructure.

ROCA MINES INC.

"Scott Broughton"

Scott E. Broughton, P.Eng. -- President & CEO

[Asynchronmaschine]

neben Toronto und Berlin nun auch Handel in Frankfurt und München möglich

[Asynchronmaschine]

revelstoke webcam -mine in der nähe
http://www.th.gov.bc.ca/bchighwaycam/index.aspx?hideFramewor…

[Asynchronmaschine]

neue fotos in der galerie

http://www.rocamines.com/s/Media.asp?ReportID=167926

[Punicamelon]

Laut der Roca Mines Homepage hat die High Grade Zone 280.000Tonnen mit 1,95% Sättigung und einem Cut Off von etwa 7,21Mio lbs Molybdän. Da die Jahresproduktion auf 3Mio lbs Molybdän angesetzt ist, ist ersichtlich, dass die High Grade Zone schon nach gut 2Jahren komplett erschöpft sein wird.

Der Zweitbeste Cut Off, also die Besten Konzentrationen ausserhalb der High Grade Zone ,werden mit 1,38Mio Tonnen angegeben, 0,94% Sättigung und Reserven von weiteren 17,14Mio lbs Molybdän. Dies würde bei konstanten 3Mio jährlicher Produktion, weitere 6Jahre Minen-Lebensdauer bedeuten, wohl aber mit höheren Abbau-Kosten.

Nun meine Fragen: Wie hoch schätzt Ihr die Abbaukosten ausserhalb der High Grade Zone, insbesondere den weiteren 169Mio lbs Molybdän die nur in 0,2% bzw 0,36% Sättigung vorhanden sind?

Letztendlich spielt der Weltmarktpreis für Molybdön eine grosse Rolle in der Bewertung von Roca Mines. Die Abbaukosten sollten ausserhalb der High Grade Zone mindestens das Doppelte betragen, heisst also, wenn der Molybdän Preis sich in 2Jahren halbiert, ist Roca Mines nach 2Jahren Produktion wieder tot und macht keine Gewinne mehr.

Die vielen Projekte im Foremore Projekt betrachte ich als durchaus sehr aussichtsreich, die Konzentrationen sehen teilweise sehr sehr gut aus, insbesondere bei Gold und Zink, aber auch Kupfer und Silber. Fragt sich bloss, in welchen Mengen diese im Boden vorhanden sind. Solange das Managment keine ungefähren Ressourcenschätzungen den Bergbauingeneuren abringen kann, werde ich mich nicht langfristig positionieren.


Grüsse Punicamelon

[nussknakker]

Antwort auf Beitrag Nr.: 27.271.434 von Asynchronmaschine am 29.01.07 13:49:29

Vancouver nicht zu vergessen...
Es scheint sich doch herum zu sprechen, dass Roca wohl der erste der neuen Produzenten sein wird, der tatsächlich Moly fördern und auch in absetzbarer Menge/Qualität in den Markt bringen wird.
Wird interessant das ganze.

NK

[Asynchronmaschine]

nicht mehr ganz frisch
by James Finch
How to Choose a Molybdenum Stock
September 17, 2006

"What you are really mining is money," veteran geologist Don Davidson told us during a recent interview about molybdenum. It applies to any mineral, whether gold, silver, copper, uranium or, of course, molybdenum. "All mining, regardless of the commodity, is just really based upon your mining dollars. It's the value of the particular element and whether it is economic to extract it or not,” he explained.

Despite the shrill forecasts of some analysts who claim we should expect a price correction in base metals, molybdenum is very much in demand. "A lot of people envisioned this flip in the molybdenum price to be a short-term thing, but I think with the economies that are rolling in Asia, especially India and China, we are never going to see the old price level again," Davidson forecast. Another reason why the price of molybdenum could stay high comes as result of BP’s corroded oil pipeline in Alaska. We talked to a few industry insiders who believed BP could have increased the corrosion resistance in their oil pipeline had they added a tiny percentage more of molybdenum to the pipeline. Oil companies are probably going to require more molybdenum to prevent another costly oil spill.

Our discussions with geologists, investors and industry insiders reinforce the notion that the bull market in molybdenum is very much alive and kicking higher. We received an interesting email from Doug Fosbrooke, head of investor relations for Roca Mines, as we were soliciting comments about molybdenum demand. He wrote, "I received a call the other day from a Canadian-based representative of a Chinese moly/steel/metals dealer looking to buy MAX (the name of Roca’s molybdenum mine) concentrates. Even after telling him we had signed an offtake agreement for 100 percent of our production, the party still expressed strong interest in doing business with us. Another Asian dealer, with whom we had been in discussions to provide project financing capital, also contacted us in the past week looking for our product."
When a small and soon-to-be-producing molybdenum company is pursued by Asian interests, after it has widely announced that next year’s production has been sold in advance, we feel comfortable in expecting a stable, if not higher, molybdenum price. That should bode well for newly arriving molybdenum producers, such as Roca Mines, which hopes to start mining its MAX deposit in Canada in the fourth quarter. But how can an investor safeguard himself from the potential arrival of other, less well-known wanna-be producers?

As we did with uranium and coalbed methane stocks, we compiled a list of "molybdenum-specific" tips for investors. For advice on how to separate the good companies from the bad, we turned to geological and engineering experts to guide us. Both Dr. Nick Carter and Don Davidson have several decades of experience in evaluating molybdenum projects. For example, Blue Pearl’s Yorke-Hardy molybdenum deposit was renamed the Davidson deposit in honor of one our experts. Carter and Davidson are both members of the five-man senior exploration board for Roca Mines, which hopes to find additional molybdenum beneath the existing high-grade MAX deposit in British Columbia.


Keep your eye on the price of molybdenum. Nick Carter advised, "One of the biggest pitfalls related to molybdenum is price. We've seen spikes over the years. The last one was in the 1970s. One of the things you have to watch out for, in terms of molybdenum, is the price. It’s been pretty good the last couple of years and all indications are it's going to remain, perhaps at these lofty levels." Huge deposits and good grades are required to withstand lower prices.

Find out the average grade of the molybdenum deposit. "If any investor were to phone me and want to buy stock in moly mine, my immediate response would be, 'Well, what is the grade'?" Carter said. "And if the grade isn't a little bit better than 0.1 percent, and preferably closer to 0.2 percent, I’d say, 'Well, you had better think about this a little bit." Carter explained he liked the MAX deposit because at 2 percent, Roca Mines would yield 40 pounds per ton of molybdenum. At $20 pound, the gross in situ value of the deposit would be $800/ton. Mining and operating costs are said to be less than $100/ton, yielding an operating profit of $700/ton.

How deep is the molybdenum deposit? "Usually the deeper you go, the better grade you have to have in order to have material that can be mined for profit," advised Davidson. "The deeper you go, your expenses can increase. Therefore, you'd generally have to have higher grade at depth."

Is it underground or open pit mining? Davidson discussed Adanac's deposit in British Columbia, "Because it's an open pit, your mining costs are much lower." Carter advised on deposits where average grades run low, "If it's 0.1 percent, it had better be a big deposit and it had better be open pit, too. We're not talking underground here. With 0.2 percent, you get a little more option, if you can get something that’s reasonably large and with grades approaching 0.2 percent. Cost of production in many open pit mines should be in the $10 to $11/pound range."

What is the timeline for production? Some companies plan to begin molybdenum production this year or next. Others are looking a few years out. "The price is here now, but three years from now, when your mine’s up and running, the price may be $8," Carter explained. "Maybe you’re not going to be able to cut it if you’ve got an overall molybdenum grade of 0.1 percent or less." It is safer to evaluate a molybdenum company on a lower metal price than stretching your expectations by appraising it at the top of the market. "If molybdenum can stay north of $10-12/pound, it should be pretty good times," Carter noted.

How pure is your moly concentrate? Carter advised investors find out answers to these questions: "Is there any copper associated with this molybdenum deposit? And if so, how much copper?" Carter warned, "If there's something like 0.05 or 0.1 percent copper in the molybdenum system, this could be enough to really screw it up in terms of concentrate sales. There's not enough (copper) to recover to make any money, and you could have serious problems in producing a moly concentrate that's going to get you top dollar." In the Kitsault molybdenum mine, there was significant lead content in the moly concentrate. "They took a serious penalty on that and they had to install a leaching plant to get the lead out of the concentrate," Carter explained.

Does the molybdenum have a contract or offtake agreement with a leading buyer? "The most telling comment with regards to purity of the moly concentrate is: Does this company have a contract?" Carter pointed out. "If they've got a contract, you can be pretty sure the concentrate grade is going to be okay. There are specifications outlined in the agreement."

What is the infrastructure like? Carter talked about one company, which he explained was in a remote location, and which he asked we not name. "There's no electrical power!" he exclaimed. "There’s no hydroelectric, no power lines." He did talk about how previously, with other mining operations in this area, power was produced by way of diesel-fired generators. "But in today's world, I don't think they’ll look at that," he said. "It’s too expensive." Big operations will require being on a power grid to function, while smaller ones, such as Roca’s MAX mining operation, can economically operate with diesel generators.
Look for hidden problems in a molybdenum mining and processing operation. "Is the processing facility (mill) located nearby?" asked Davidson. "Or will it be trucked hundreds of kilometers?" Other problems an investor should find out about include: (a) workforce availability, (b) the capital costs and payback on those costs, (c) mine permitting, (d) anti-mining activity in the jurisdiction, (e) financing for the project, (f) access to the deposit (can the deposit be accessed at all?), and (g) the company’s market capitalization in relation to timeline for production. Does the deposit have blue sky potential? The Climax started small and became a world-class molybdenum mine.

[Asynchronmaschine]

by James Finch
Molybdenum Outlook 2007, Part One
January 22, 2007 12:00 PM EST

This past Tuesday, molybdenum traded at $24/pound when a Chilean copper commission spokesperson forecast the metal would drop to an average $20/pound this year. But on Thursday, Platts Metal Daily reported molybdenum oxide trading higher: $24.80 to $26/pound.

We’ve wondered about the price rallies of various metals we’ve been following, hoping to understand some of the emotions behind the excitement. Being skeptical, some of this begins to sound like mob hysteria. On the sunny side of the fence, one could call this exuberance. Cui bono is our question. Who benefits?

For the utilities hoping to obtain nuclear fuel for their reactors, a rising uranium price and lessened available SWU capacity to meet their needs exacerbate the worry about whether not the nuclear renaissance can be realistically sustained. For molybdenum, soaring stainless steel and super alloy demand helps keep the silvery metal well above the actual production costs to mine it. Plans for building more pipelines with stronger anti-corrosive properties adds a sexy energy twist, spicing up what Raymond James mining analyst Bart Jaworski calls a boring story.

With uranium, there is excitement because a very small number of new near-term producers recently signed contracts to sell future U3O8 production with escalating floor price protection, or simply sold production at/near the record uranium price. Obviously, they benefit, and so have their shareholders. For uranium companies hoping to produce within the next five to six years, higher prices are likely to attract deep-pocket joint venture partners to bring their mines into production, or to further their development activities. Or simply to raise more cash for their treasury by selling shares at a price they might never have imagined possible two years ago. To the physical uranium speculator, it has provided a double-, triple-, or higher-digit ‘paper return’ on an investment.

The point of rising metals prices was to encourage new production in the respective sector. In the case of molybdenum, the metal’s price is pretty much dictated by a relatively small number of western hemisphere copper producers, such as Phelps Dodge (PD), BHP Billiton (BHP), Teck Cominco (TCK) and Chilean-state-owned Codelco. And of course, the eastern hemisphere wild card: China. Molybdenum can be a copper mine’s byproduct, which is basically produced for little or no cost. Aside from a very small number of new near-term primary molybdenum producers, where is the excitement in this sector?

It’s not in the price. In a previous interview with Michael Magyar, USGS molybdenum specialist, he told us, “The price is now trending anywhere. It’s just drifting around $25/pound.” Another industry expert agreed the price is likely to stagnate at this new level for a while.

Despite the ranting of some, molybdenum oxide is unlikely to soon return to the May to July 2005 highs circa $40/pound. The price anomaly was just that – an industry caught off guard too quickly and producing too little. And which within a six-month period caught up with itself. Similar to those projects we have been investigating in the uranium sector, those hoping and praying for another supersonic price rise in molybdenum are those backing the more marginal mining projects. After all, if you don’t have economic grades, a parabolic price rise is just the right shade of lipstick for the pig some companies hope to pawn off on the unwary.

Last month, we published an article we submitted, “In the Case of Uranium Stocks, Smaller May Be Better.” The problem impacting the larger uranium companies, such as Cameco Corp (CCJ) and ERA (Australia) are the legacy contracts whereupon utilities continue to get uranium for less than $30/pound, and in some cases for less than $20/pound. After ERA recently announced record fourth quarter U3O8 production, the Australian media highlighted the Down Under miner had mostly missed out on the record price of uranium because of those long-term contracts.

With molybdenum, the smaller projects may be better with regards to the opportunities investors must choose from. In early November in a two-part series, we interviewed William G. Cook, the North American representative for Derek Raphael & Company – currently the world’s largest molybdenum trader. He advised us, “I do not believe we will see any of the moly mega deposits developed in the foreseeable future.”

Cook warned of the considerable capital costs, reclamation liabilities and operating costs for the behemoth projects. Instead, he pointed to the smaller, higher grade primary molybdenum deposits. It’s where he sees the future of moly production as a complement to byproduct and Chinese production. His emphasis was on “higher” grade deposits. As with other industry experts we interviewed, it is those lower grade deposits which raise the experts’ eyebrows.

Where Does the Price Hysteria Come From?
Molybdenum strongly depends upon stainless steel production. According to the recently published U.S. Geological Survey, Mineral Commodities Summaries, producers of iron, steel and superalloys consumed 74 percent of the molybdenum mined in 2006. Movements in stainless steel demand can impact the moly price.

Before the holidays, the highly respected MEPS consulting firm forecast higher movement in stainless steel prices. Increasing nickel prices on the London Metal Exchange (LME) during December were cited for the likely higher transaction values for stainless steel into the second quarter of this year.

As of this week, the nickel division of the world’s fourth largest copper miner, Swiss-based mining giant Xstrata (XSRAF), faces a mining strike in Sudbury, Ontario if the company doesn’t come to terms with a union of 1,000 workers, which voted on Tuesday to strike by the end of the month. In a similar type of strike nearly two years ago, copper production dropped by 9.6 percent in a quarter at a Falconbridge processing plant (Xstrata acquired Falconbridge since then).

On Thursday, nickel touched a record $36,050/tonne because of those strike concerns. About two-thirds of the world’s nickel mining is used to make stainless steel. Some analysts forecast stainless steel production to grow by 7.5 percent this year. Concern in the trading markets is the 87 percent drop in available nickel stocks in LME warehouses from a year ago. A bit more than one day’s global consumption is now warehoused by the LME. Clearly, a short squeeze is roiling the nickel market. And that impact could spread as a price panic perception moves into other alloys required by the stainless steel production markets.

But where does one find the substance with regards to molybdenum pricing? The market has tightened up in January because of China’s new export licensing system. That may just be a temporary blip in the trader’s food chain.

In a July 2005 article written for Colorado Central Magazine, author and former molybdenum miner Steve Voynick wrote, “… there is always concern about the economic validity of price spikes, those sudden, short-term jumps that stand apart from long-term price rises.” In his article, Voynick argued for the re-opening of the primary moly mine Climax, but he warned about price stability for this metal, “Historically, moly-market price spikes have shown little stability. Unlike long-term price trends, they are not based so much on true supply and demand as they are on fears of a moly shortage that spur speculative buying.”

During the last moly price boom, primary molybdenum mines produced 75 percent of the world’s supply. Because of the rise of copper prices, the majority of moly production comes as a byproduct of the world’s leading copper mines. Primary producers are now the swing producers, filling the supply gaps when there is increased demand for molybdenum.

We would imagine companies planning to bring molybdenum mines online by the end of this decade carefully study the price trend of copper as well as molybdenum. Australia’s Olympic Dam faces a similar dilemma with their massive uranium forecasts. Should the price of copper not sustain above a certain level, the low-grade uranium might not be economically mined. In this case, BHP could likely spend $5 billion in construction costs to expand the company’s uranium production.

Part of the fidgeting we’ve heard from the emerging moly companies about the metal’s price is not about how much higher molybdenum’s price will rise. Their twitches are accompanied by the anxiety over how economic their projects will remain should moly dive as it has in the past. Previous moly price rallies were sharp spikes followed by mercurial descents. Breathtaking on an historical chart, but not the slap-on-the-knee kind of laugh if one was mining during that era. Jobs were lost, mines closed and assets gobbled up by those less dependent upon the moly price.

Why should molybdenum’s price sustain this time, and why should this chart later look different from the one of the past three decades? Yes, yes, yes, of course we are in a commodity super cycle. But even during a secular bull market there are catastrophic plunges washing out the weaker management teams, the less-well-financed and those with more dubious projects.

Should Molybdenum Sustain at Current Levels?

Current developments in the molybdenum and energy markets may offer strong hope for many of the primary producers proposing or planning projects through 2010. Part of the breakdown during the molybdenum production cycle could come from roasting capacity. We covered those concerns in a previous article. Each year, about $37 billion worth of natural gas goes up in smoke or pumped underground to drive more crude to the surface, mostly because of the lack of gas pipelines. According to Hart Energy Publishing’s Pipeline and Gas Technology information center, “Operators are construcing, planning or studying the feasibility of building some 72,924 miles of crude oil, natural gas and refined products pipelines throughout the world to meet growing energy demand.” Almost 77 percent of worldwide pipeline construction is to transport natural gas – more than 55,000 miles planned or underway. Under construction or being planned are nearly 14,000 miles of crude oil pipelines.

Intrinsic to the future and more lasting success of these pipeline projects is the emerging trend toward the replacement of Stainless Steel Type 316 with a higher moly content stainless steel product called 6Mo Grade, or 6-percent Molybdenum Stainless Steels. Because of the increased construction of offshore and sour gas pipelines, great resistance to chloride-induced corrosion is required. Stainless steels are basically iron-chromium alloys; the brunt of the protective film comes from sufficient chromium. Type 316 Stainless Steel contains 16 percent chromium and 10 percent nickel and two percent molybdenum.

Type 316 has broken down when exposed to saline water, seawater or brackish water. Sour gas can have high halide levels (excess benzyl halide and alkyl halide) which can accelerate the corrosion of ferrous metals. The 6Mo grade is 50 percent stronger than the 300-series and has very high resistance to stress corrosion cracking, pitting and crevice corrosion. The higher moly grade is generally found in desalination equipment, flue gas desulphurization scrubbers, chemical processing equipment and oil/gas production equipment.

Here’s the key point with this chemistry lesson. Because of the high nickel price, which is now approaching precious metals status, the austenitic structure of the stainless steel alloy can still be maintained, but with lesser nickel and more molybdenum. In other words, because of the tight nickel inventories, manfacturers have begun hunting for substitutes for this metal. In multiple energy-related situations, moly could find its way as a ‘substitution metal’ for nickel in stainless steel production.

Molybdenum strengthens the nickel matrix and extends service temperatures. In the extreme case, the nickel-based Alloy C-276® contains 15 to 17 percent molybdenum and is used for the construction of seawater-based flue-gas desulphurization plants. The higher moly content offsets the highly corrosive combination of seawater and sulfur-laden flue gases. As the major energy companies delve into the crummier fossil fuels, the sulfur content rises, thereby ultimately demanding a greater percentage of the molybdenum component.

From this aspect, there may be merit the molybdenum price can provide some excitement through the end of the decade and perhaps some promise for some, if not all, of the junior molybdenum exploration and development companies. Coupled with the roasting capacity problem, as we discussed in the previously referenced article, this molybdenum cycle offers more hope of longevity than the two previous spikes.

James Finch contributes to StockInteview.com and other publications. After the success of StockInterview's "Investing in the Great Uranium Bull Market," the online financial news service has begun compiling a new investor's guide about molybdenum stocks. Visit

schaut euch mal hier noch um
http://www.stockinterview.com/molybdenum.html

[nussknakker]

hier zur allgemeine Information über Roca Mines.
Mir ist die Mini-Klientel hier in diesem Sräd nicht erklärlich.

Roca Mines in brief
Snapshot: BLE CBS ML NAG NCV NGD OTL PBX ROK UNB

ROK.TSX

If you like Moly, you may want to take a look at Rocamines. Back in 2003, through wholly owned subsidiary, Fortytwo Metals they went out and bought the property they wanted (Trout Lake deposit near Revelstoke, now called Max, and fasttracked it to production. In a very astute move, they purchased a nearby mill and are moving it to the Max site. I'm not sure of the math, but it would seem that they'll have a mill up and running at a very discounted price.

The project itself has defined high grade potential that compares very favorably to its peers in the Jr Moly business.

MAX Molybdenum 43-101 Compliant Resource Estimate

Cutoff Grade (% MoS2) Measured Indicated Measured + Indicated tonnes Grade (% MoS2) Tonnes Grade (% MoS2) Tonnes Grade (% MoS2)
0.10 27,870,000 0.21 15,070,000 0.18 42,940,000 0.20
0.20 9,340,000 0.35 2,010,000 0.41 11,350,000 0.36
0.50 1,010,000 1.01 370,000 0.77 1,380,000 0.94
1.00 260,000 1.95 20,000 1.87 280,000 1.95
In addition to these estimates, Inferred Resources total 8,900,000 tonnes averaging 0.16% MoS2 at the 0.10 cutoff, including 460,000 tonnes averaging 0.33% at the 0.20 cutoff.

The initial phase of mining is expected to produce approximately 1.5 million lbs of contained molybdenum from each production run of 72,000 tonnes. In 2007, Roca intends to complete back-to-back production runs resulting in the production of approximately 3.0 million lbs of contained molybdenum. Total annual operating costs (mine, mill and overhead) are estimated at US$7.2 million (approximately $100/tonne) with capital costs of approximately US$14 million. Payback of start-up capital is approximately 9 months from construction startup or 4 months from mill startup. Using a campaigned mining-milling approach, Roca plans to recover much of the 260,000 tonnes of 1.95% MoS2 within the first few years of production, and to make expansion decisions based on prevailing molybdenum prices during 2007 and beyond.

Roca also has other exploration plays in BC inculding a JV with Romios

Quelle Stockhouse CAN

[Asynchronmaschine]

China shock hits global ferromoly consumers scrambling for offers

Tokyo (Platts)--1Mar2007
"China shock" has hit ferromoly consumers worldwide, scrambling to obtain
firm sell offers, sources in Japan and South Korea told Platts on Thursday.
The Chinese government is expected to impose a quota on molybdenum oxide
and ferromolybdenum exports in the first half of this year. There has been no
official announcement on the system yet, but consumers, notably those in
Europe, are rushing to build up their inventories. Some Japanese consumers
have also been affected.
One Japanese trader said he had around 100 mt of molybdenum materials
stored in warehouses in Europe and they sold out. A Korean trader said he has
heard that ferromoly stocks in Rotterdam warehouses have decreased to the
volume equivalent to 15 days of consumption. There was no supply disruptions
at plants around Europe, and there was no sudden surge in the ferromoly
consumption levels, but the buying frenzy flared up.
"This is not normal," said one Japanese trader, citing that most European
consumers in the steel sector use moly oxide rather than ferromoly.
"This is because if China implements the quota, there is no way for the
Europeans to replenish their current stocks," said one Korean source.
"Madness over ferromoly," as one Japanese trader described, has also
spread to some consumers in Japan.
A second Japanese trader who has businesses with steel mills operating
electric arc furnaces said some mills were forced to call off ferromoly
tenders planned in February.
"The mills passed notes to traders calling for tenders, and have received
back notes declining to participate," the trader said.
"Tender participants were afraid that even if they won, they would not be
able to deliver, as export policy changes in China could hit any day," he
said.
Traders said some Chinese sellers have been inconsistent, making sell
offers one day and stopping the next day.
The situation is hitting smaller consumers rather than major mills
operating blast furnaces. "Blast furnaces can use materials in various sizes,
they are big enough to stomach just about any ferromoly. But smaller mills and
consumers fabricating metals, have a set requirement regarding the ferroalloy
conditions. They can not just use any metal," one source said.
Meanwhile, Japanese traders said they received buy inquiries from
consumers and traders in Europe, India, South Korea and other parts of the
world. Japanese usually to get more sell offers than buy queries.
A Korean trader reported selling ferromoly to an European buyer Wednesday
at $71/kg CIF Rotterdam, prompt shipment. A Japanese trader sold one container
of Chile-origin ferromoly at $67.50/kg CIF also to Europe, prompt shipment,
and one container of Chinese-origin material at $67.50/kg CIF Europe, prompt.
The Korean trader said his current offer is $75/kg CIF Europe. "The price
could hit $80/kg CIF," he added.

[Asynchronmaschine]

neue hp

http://www.rocamines.com/s/Home.asp

[Asynchronmaschine]

Aging Energy Infrastructure Could
Drive Molybdenum Demand Higher
http://www.stockinterview.com/News/03042007/molybdenum-energ…

[nussknakker]

Antwort auf Beitrag Nr.: 28.111.018 von Asynchronmaschine am 04.03.07 17:21:53

Es wird Interessant:

What about a Sprott Moly Participation stock
Snapshot: BLE EXM MOL NAG PLE ROK SLT TYS UC ULU


Is moly on brink of being mining megastar?

ANDY HOFFMAN AND SINCLAIR STEWART
Sunday, March 04, 2007
It's rare, difficult to trade and next to impossible to pronounce. But thanks to the surging interest in all things metals and mining, molybdenum is about to get its own investment fund.

Moly, as it's most often called, is set to join a growing list of commodities including gold, silver and more recently, uranium, with a new fund that will give investors direct exposure to the price of the metal.

Resource guru Eric Sprott is preparing an initial public offering for the Sprott Molybdenum Participation Corp., which will buy and sell actual molybdenum and invest in companies that explore for, mine and process the silvery white material used in furnaces, pipelines and aircraft engine parts.

The offering of shares, which will trade on the Toronto Stock Exchange, will attempt to raise roughly $75-million, according to sources, and comes as the mining world turns its attention to Toronto for the 75th annual Prospectors and Developers Association of Canada (PDAC) conference.

Few investors had given much thought to moly before the recent surge in commodities. But the metal, often found alongside copper and used to make high-grade stainless steel, has drawn interest as its value has increased.

"No one's ever paid much attention to it, [but] it has margins as good as nickel or better. These prices are going to be with us for a couple more years," said a person familiar with the offering.

The moly fund is the latest attempt to cash in on soaring demand for fresh mining-related investments that will be front and centre at the PDAC show, which kicked off Sunday. More than 15,000 people from international mining and investment are expected to attend the four-day event. In just a year, the sector has undergone a massive transformation as Canada's Inco Ltd. and Falconbridge fell to mega-miners CVRD of Brazil and Swiss-based Xstrata PLC.

Like the soaring nickel prices that inspired the Inco/Falconbridge bidding wars, uranium emerged as a red-hot commodity last year, spawning the creation of hundreds of new junior explorers and a recent trend toward sector consolidation. Last month, sxr Uranium One and UrAsia Energy Ltd. agreed to merge in hopes of creating a new producer with a $5-billion (U.S.) market value. Neither company existed four years ago.

David Davidson, an analyst with Paradigm Capital, said that despite last week's drop in most metal prices and a corresponding stock selloff on concerns of slowing demand from China and the United States, most investors and industry players believe the mining boom is far from over. At PDAC, they'll be searching for a fresh way to play it.

"People are going to be looking for new ideas. The coppers and the nickels have had a pretty good run so things like uranium and specialty metals like molybdenum or tungsten — those are all going to be well-attended," Mr. Davidson said.

Many expect the new moly fund to impact the price of the commodity by purchasing stockpiles of the metal that is already in short supply, with roughly 400 million pounds produced a year.

"This will have an actual effect on the moly market," said another mining industry source who warned that trading in the metal is "massively illiquid."

Unlike, for example, copper or nickel, there is no forward trading in moly and it does not change hands on metals exchanges. Its price is based largely on supply and demand and set by traders and dealers who deal directly with customers. Moly has performed well recently, remaining at above average levels for the past few years. Due to tightening supplies, spot prices soared to above $40 (U.S.) a pound in mid-2005 and have since settled back to between $25 and $27 a pound, well higher than the 1994 to 2004 average of $4.50 a pound.

"The key here is, it's an extremely volatile commodity. So you make hay while the sun shines and you never know how long that will be," said one investor, who predicted the new moly fund could give a lift to prices and to moly miners.

The creation of commodity-specific exchange traded funds have made an impact on metal prices before. Anticipation of a silver exchange traded fund created by Barclays PLC's Barclays Global Investors unit helped silver prices rise 13 per cent last March. The ETF fund now holds approximately 111 million ounces of silver or more than 10 per cent of the 815 million silver ounces produced annually, BMO Nesbitt Burns Inc. analyst Geoff Stanley said in an interview.

In late 2005, Sprott Securities Inc. led the deal to create Uranium Participation Corp., a fund managed by Denison Mines Corp., which buys physical uranium, giving investors exposure to the price of the radioactive commodity. Uranium prices doubled last year and recently hit $85 a pound, partly because of buying by financial players, who now account for roughly a quarter of spot uranium purchases. Uranium Participation Corp. now has a market value of $678-million (Canadian) and its shares have gained 92 per cent over the last year.

Mr. Sprott, who divested his ownership of Sprott Securities in 2001, now heads resource-focused money manager Sprott Asset Management Inc., which will manage the molybdenum fund in exchange for a 2-per-cent annual fee.

Toronto-headquartered Blue Pearl Mining Ltd. will serve as a consultant to the fund, and will market, buy and sell the physical moly holdings. Blue Pearl became the world's largest publicly traded pure-play moly miner last year with the acquisition of the Thompson Creek mine in Idaho. It also owns a moly processing plant in Pennsylvania, a 75-per-cent interest in the Endako mine in B.C. and the Davidson development project.

Blue Pearl shares have surged 160 per cent over the past year, as investors piled into the company after it pulled off the $575-million (U.S.) acquisition of the privately held Thompson Creek Metals Co., giving it roughly 5 per cent of the world's annual moly production. GMP Securities LLP is the lead underwriter on the moly offering. Heenan Blaikie LLP is providing legal advice.

© Copyright The Globe and Mail

[nussknakker]

und nochn Jedicht:

=======================================================================
Roca Closes $10 million Financing
=======================================================================

Vancouver, British Columbia: Roca Mines Inc. (ROK: TSX-V) ("Roca")
announces that it has now closed the private placement announced on
February 27, 2007 for gross proceeds of $10 million upon the issuance
of 7,142,857 units.

Each unit consists of one common share and one share purchase warrant,
each warrant entitling the holder to acquire an additional common share
until September 6, 2008 at a price of $2.25. All securities issued are
subject to a hold period expiring on July 7, 2007. A Finder's fee of
$800,000 was paid in connection with this financing.

Proceeds from this financing will be used to accelerate the Company's
Phase II plans at the Max Molybdenum project.

ROCA MINES INC.
"David Skerlec"
David J. Skerlec -- Chief Financial Officer

For further information contact:
Doug Fosbrooke
Investor Relations
Tel: [phone]
Fax: [phone]
Email: [e-mail]
Web: www.rocamines.com

The TSX Venture Exchange does not accept responsibility for the
adequacy or accuracy of this release.

=======================================================================
Copyright (c) 2007 ROCA MINES INC. (ROK) All rights reserved. For
more information visit our website at http://www.rocamines.com/ or send
mailto:[e-mail]
=======================================================================

[Asynchronmaschine]

neue bilder auf der hp

Molybdenum market fundamentals look solid

Molybdenum, which is used as an anti-corrosive and as a strengthening agent in steel, attracts little attention in global commodity markets in part because the metal is primarily a by-product of other mining operations. As a result the price of the metal is volatile, as evidenced by its 2005 spike to a record US$40/lb and subsequent pullback to an average price of US$25/lb last year.

Despite this volatility the outlook for the metal appears good, as GSJB Were notes output growth is likely to be subdued in coming years. Industry insiders agree with this view as Mark Wilson, vice president of Canadian Producer Thompson Creek Metals, pointed out at a recent investment conference in the US.

Wilson's view is the supply-demand dynamics of the industry are favourable for higher prices, as on his firm's estimates the world will need a further 100 million pounds of molybdenum over the next four years to meet global demand, which is forecast to grow at a compound rate of 4% annually during this period from current levels of 410 million pounds.

Demand is being driven not only by the construction sector but also via industries such as shipping, where new legislation requires large cargo ships to have double hulls by 2010, and the increased focus on exploration in the oil and gas sector given the metal's use in pipes and drills.

The problem in Wilson's view is it is not clear where the extra supply will come from, as there are few new mines scheduled to come on stream. The only one of note in the short-term is a mine in Peru, forecast to produce six million pounds this year and nine million pounds annually from 2008.

At the same time ore grades are declining at most operations around the world, so growth from existing primary mines and by-product operations is expected to be limited. While existing producers such as Phelps Dodge are looking to ramp up production, Wilson points out this won't impact on output until around 2009.

The positive supply outlook is matched by increasing demand, as molybdenum is used in around 10% of all stainless steel and has little in the way of substitutes. As Smith Barney Citigroup notes, the solid steel market outlook this year implies similarly solid demand for molybdenum, particularly as the Chinese are expected to introduce export quotas at levels of 50-70% of last year's levels.

China is the big swing factor in the market as it appears the only producing nation likely to be able to lift output in the short-term, though Wilson suggests this may not translate into higher exports as the increased output may well be used domestically.

GSJB Were also expects demand for the metal in China to increase this year given an expected increase in steel demand, the broker estimating a 12% lift this year after a 17% increase in 2008.

The result is a positive outlook for prices, the broker suggesting molybdenum prices this year should average US$22 per pound. While this is down from last year's US$25 per pound average it remains well above long-term average prices. Citigroup is forecasting an average price of US$20 per pound this year and US$10 per pound in 2008, though it notes risk remains to the upside from these numbers.

Rio Tinto (RIO) offers the only real exposure to molybdenum on the Australian market, though it is not a major contributor to group earnings.

[Asynchronmaschine]

1,75 can usd
und wir nähern uns immer mehr der produktionsaufnahme
und meister sprott hält 20%
warum er das wohl tut?

[RudiXXX]

Eine Molymania. Roca ist klein und fein und macht richtig Freude

[Asynchronmaschine]

doppelhüllen- öltanker sind vorschrift, verrottete pipelines müssen ersetzt werden, neue pipelines werden sowieso gebaut
stahl-und ölindustrie etc
die nachfrage wird nicht wegbrechen
nächstes jahr beginnt mercator mienrals mit der förderung
die anderen den startlöchern stehenden buden werden vor 2009 nicht fördern
idaho nicht vor 2010

[Asynchronmaschine]

China to Restrict Molybdenum Exports
By David Harman
12 Mar 2007 at 10:17 AM GMT-04:00

SHANGHAI (Interfax-China) -- China plans to introduce a quota system for molybdenum product export in order to conserve strategic mineral reserves, an analyst surnamed Yang with the China Metals Information Network Antaike, told Interfax today.

Yang estimated that the quota system will come into effect by either the end of this month or the beginning of April, as the government has not yet finalized quota limits for producers and traders.


In November 2006, RI reported that China had imposed an export duty on molybdenum oxide and ferromolybdenum of 10%.

China's molybdenum product export is set to decrease by 10% and export permission will only be granted to exporters with an export volume of over 3,000 tonnes in the last three years and traders in at least 1,000 tonnes in the past three years, according to China Nonferrous Metals News. Molybdenum exporters must also have a registered capital of at least RMB 100 million ($12.91 million).

Molybdenum is mainly used as an alloy to strengthen iron and steel, increasing the melting point and enhancing resistance to corrosion. The USGS puts the world moly resources at 19 million tonnes, with China accounting for 8.3 million tonnes.

International molybdenum prices have reached $80 per kilogram, up $20 from before the Spring Festival, while the domestic price has remained relatively low, Yang said.

Ferromolybdenum FOB price is currently $69-$72 per kilogram. In the past 15 years, the price of molybdenum has been as low at $1.82/lb and as high as $40/lb. Today’s price in pounds is about $28/lb.

Commentary

Molybdenum and related products have obviously seen a massive increase in demand in China over the past few years in line with the growth of the steel industry. Perhaps even more so in the past two years, considering China's increased output of high-end finished steel product and demand from the energy sectors.

China already has export restrictions in place by way of levies on ferromoly and moly-oxide. Nevertheless, with domestic demand showing little sign of peaking, China needs to protect its resources. These additional measures, and the resultant reduction in export forecasts, may further enhance the current bull market.

[beautifulmind]

schon komisch, daß diese Aktie hier noch nicht richtig
entdeckt wurde-
Sprott-Günstling, riesen Umsätze gestern in Kanada und vor allem
seit Anfang 2006 500% Kursanstieg!
Was nicht ist, kann ja noch werden

[nussknakker]

Antwort auf Beitrag Nr.: 28.269.378 von beautifulmind am 13.03.07 12:49:27

China's commerce authorities ask for moly exporters' lists Mar 16

Hong Kong (Platts)--12Mar2007
China's Ministry of Commerce has said that it requires local commerce
authorities to draw up by March 16, 2007, a list of exporters includingproducers and traders who are eligible to export molybdenum products.According to a statement announced late Friday, the MOC said commerce departments with local authorities are required to submit a written document before March 16 to China's Ministry of Commerce, China Chamber of Commerce of Metals, Minerals & Chemicals Importers & Exporters, and China Nonferrous Metals Industry on producers and traders who are eligible for exports of moly related products according to the requirments set by the Chinese authority.
Producers meeting the standards are required to produce an average of at least 3,000 mt/year of intergrated ferromoly and molybdenum oxide products in the past three years with their export amounts not less than 300 mt/year. Exports of molybdenum powder and its metal products have to be more than 300 mt/year with their exports reaching at least 20 mt/year.Traders who comply with the export system are required to have a minimum total export amount on molybdenum oxide and ferromolybdenum of 600 mt/year, while exports of molybdenum powder and its metal products have to be more than
200 mt/year in the past three years. Traders are required to have registered capital of Yuan 30 million ($3.9 million) or above.
China Chamber of Commerce of Metals, Minerals & Chemicals Importers & Exporters, and China Nonferrous Metals Industry are required to review the exporters lists, and then hand in the documents to the Minstry of Commerce before March 20.
This is believed to be a move by the Chinese government to further restrict exports of moly related products. China's Ministry of Commerce will review the lists and will then announce the lists of exporters who are allowed to continue exports in 2007.
Enjoy the day!
Best of luck to all and always IMHO!

Quelle Stockhouse Molyboard

NK

[nussknakker]

ROK heute oder morgen 2 Can Dollar TSX ?????
Heute schon 4 ct. plus.

NK

[nussknakker]

Antwort auf Beitrag Nr.: 28.272.506 von nussknakker am 13.03.07 15:26:59

so kann man sich irren.
have a nice day in spite of .......

NK

[Asynchronmaschine]

erstmal mit paar stücken runter auf 1,54 und jezz gerade 1,76
bei gutem umsatz
wenn man bedenkt
was letztes jahr so für umsatz vorlag

[beautifulmind]

Antwort auf Beitrag Nr.: 28.290.045 von nussknakker am 14.03.07 14:49:39

Also von regem Meinungsaustausch kann man in diesem Thread
wirklich nicht sprechen.....
wenigstens einer, der das Fähnchen hoch hält

[beautifulmind]

Energy Guru Eric Sprott Wants More Molybdenum
Wednesday March 7, 6:57 am ET

James Finch submits: Canada’s legendary natural resource investor, Eric Sprott, has got moly fever! His eponymous management firm is now preparing a molybdenum participation fund, which will buy and sell physical molybdenum. The Sprott Molybdenum Participation Corp will also invest in companies that explore for, mine and process the metal.

ADVERTISEMENT
Sound familiar? Uranium Participation Corp debuted in late 2005, accumulating physical uranium for as low as US$20/pound range. Shares in the uranium fund nearly doubled in 2006 in tandem with the spot uranium price.

We interviewed Eric Sprott in October 2004, when he forecast the steep rise in uranium and offered his selection. As usual Sprott Asset Management had entered the uranium market through large, very speculative investments in complete unknowns. Since then, those unfamiliar penny stocks have begun boasting market capitalizations well above $1 billion. Examples include SXR Uranium One, which recently announced a $5 billion merger with UrAsia, and Paladin Resources, which once traded at for three cents, and is now capitalized around C$3 billion.

We followed many ‘Sprott stocks,’ some trading sub-$1/share in 2004, and which have recently traded above $12/share – such as Energy Metals (NYSEArca: EMU). At one point, the Sprott family of funds held more than 20 percent of the shares in uranium companies such as Energy Metals and Strathmore Minerals. In late February, Jim Cramer recommended Energy Metals on his ‘Mad Money’ television show.

Last summer’s big question in Canada’s financial circles and in the media was: ‘What will be Eric Sprott’s next big thing?’ We concluded it would be molybdenum stocks and reported on that in late July. We interviewed Sprott Asset Management research associate Maria Smirnova and discussed how investing in molybdenum stocks might be another way to ride the energy bull. Because investors had little idea how to pronounce the metal’s name properly, let alone understand what the fuss was about, we set up an educational page to find out more about molybdenum.

While nickel, zinc and uranium prices have soared, molybdenum lagged behind in 2006. After a stellar 2005, during which moly prices jumped to a record $40, increased byproduct mining from copper producers brought the moly price back into the twenties.

But that may not last long. Changes in China’s export laws may help the molybdenum price firm up, according to Ken Reser, one of the early molybdenum mining commentators. In our email exchanges, Reser strongly believes the molybdenum price could go much higher. He’s backed Adanac Molybdenum Corp, a company which hopes to bring its large Ruby Creek deposit into production in 2009.

Early Sprott favorite, Blue Pearl Mining , has since become the world’s fifth largest primary molybdenum producer and is the world’s largest publicly traded primary molybdenum company. The key word is “since.” After Eric Sprott began backing the company, Blue Pearl announced the acquisition of privately held Thompson Creek Metals Company for US$575 million. The acquisition brought the then-tiny company into the molybdenum mining spotlight. During 2007, the company plans to produce about 21 million pounds of molybdenum (gross value at Friday’s closing price: US$593 million). That’s about five percent of global molybdenum mining production!

Another Sprott favorite, Roca Mines hopes to commence molybdenum mining operations this spring as a small-scale producer in British Columbia. The company hopes to expand its molybdenum deposit by pouring in some of the cash flow from its mining production during the first year in hopes of building a much bigger moly mine.

Judging from Eric Sprott’s keen investment eye, the molybdenum price may soon be rising again. And, of course, so will the moly stocks his fund invests in. (We have no relationship with Sprott Asset Management.)

Disclosure: Author has no position in any of the above-mentioned securities.

[beautifulmind]

Antwort auf Beitrag Nr.: 28.292.186 von Asynchronmaschine am 14.03.07 16:28:42

Entschuldigung- zwei wollte ich sagen

[nussknakker]

Antwort auf Beitrag Nr.: 28.292.503 von beautifulmind am 14.03.07 16:41:57

na ja,

wenn ich so bedenke zu welchem Kurs ich eingestiegen bin, werde ich so schnell
keine Angst mehr um meinen Gewinn haben müssen.
Trotz der Marktkapriolen stehe ich immer noch mit 28 % über´s Depot im Plus.
Das richtige Verdienen kommt aber erst noch.
Nicht heute und nicht morgen, aber innerhalb 2 Jahren sicherlich.
Das hier sind Peanuts würde Hilmar Kopper sagen.
Da hätte er sogar ausnahmsweise mal recht.

NK

[nussknakker]

Antwort auf Beitrag Nr.: 28.292.503 von beautifulmind am 14.03.07 16:41:57

na dann lies auch das noch und dann weißt auch Du was hier kommen muss und wird:

MARCH 14, 2007 - 16:34 ET

Roca Funds Max Molybdenum Exploration Program

VANCOUVER, BRITISH COLUMBIA--(CCNMatthews - March 14, 2007) - Roca Mines Inc. (TSX VENTURE:ROK) ("Roca") announces that it has arranged a non-brokered private placement with Sprott Asset Management Inc. for proceeds of $2 million through the issuance of 1,212,121 units at a price of $1.65 per unit.
Each unit will consist of one common share of Roca and one warrant, each warrant entitling the holder to purchase an additional common share at a price of $2.25 for 18 months following closing. All securities issued pursuant to the private placement will be subject to a four-month hold period. This financing remains subject to regulatory approval.

Proceeds from the private placement will be used to fund an accelerated exploration program at the MAX Molybdenum project, with the objective of expanding the known molybdenite resource at depth. Diamond drilling will initially concentrate on areas below the existing resource and will test exploration models evaluated by the Company's exploration advisory board and supported by mineralized zones discovered in drill holes completed in the 1980's by previous operators.

Roca also plans to advance its tungsten exploration on the property as soon as practicable; both underground and surface tungsten targets will be evaluated. The surface strike length of known tungsten mineralization on the property now totals 1,450 metres in length and extends over a vertical range of 600 metres (see press release ROK#19-06 dated December 12, 2006).

The Company's accelerated exploration program will not impact mine development or planned production.

Roca plans to be the first new primary molybdenum producer in Canada, with production to commence in mid-2007. The permitted Phase I mine plan for Max will focus on the deposit's high-grade zone containing 280,000 measured and indicated tons grading 1.95 per cent molybdenite (MoS2) (refer to T.N. Macauley's 43-101-compliant technical report dated September, 2004, available on SEDAR). Molybdenum currently trades in the range of US$28 per pound.

ROCA MINES INC.

David J. Skerlec, Chief Financial Officer


Quelle ist Stockhouse Roca board

[Asynchronmaschine]

1,9

[cyberinvestor]

Antwort auf Beitrag Nr.: 28.311.193 von Asynchronmaschine am 15.03.07 15:54:11

Wir roken.

[beautifulmind]

lt. Yahoo.com gestern 1,5 Mio. gehandelte Shares -
und hier merkt's kaum einer!!

[Asynchronmaschine]

na geht doch
fette umsätze in m
400 und 150 stück

[beautifulmind]

eine Frage der Zeit, bis die Blue Pearl-Gemeinde aufmerksam wird-
wetten?

[beautifulmind]

na also, die ersten sind aufgewacht

[beautifulmind]

bid/ask vorbörs. 2.00/2.00 can$

[Asynchronmaschine]

Roca Mines has been invited to be part of the Molybdenum panel at the Ryan's Notes Noble Alloys Forum in New York on Tuesday June 5, 2007. A presentation on the MAX Molybdenum project will proceed the Q&A session.

http://www.ryansnotes.com/conferences.htm

[Asynchronmaschine]

2,10

[sorby]

Antwort auf Beitrag Nr.: 28.373.439 von Asynchronmaschine am 19.03.07 16:25:16

Sind ja heute in Kanada ganz gute Umsätze, wundert mich, dass in Deutschland die Aktie noch keiner zur Kenntnis genommen hat.
Hast Du neben der Firmenwebsite noch andere Links, wo man sich ein wenig einlesen kann, da googeln auch nicht viel bringt.
Gruß

[beautifulmind]

Kan.$2,18und 605000 gehandelte Shares!!!!
Bei uns Geld-/Briefkurse aufgrund mangelnder Nachfrage wohl nur vom Makler teils weit über pari angeboten

[sorby]

Antwort auf Beitrag Nr.: 28.374.788 von beautifulmind am 19.03.07 17:28:45

Was ist Deiner Meinung nach der Grund für die mangelnde Nachfrage??

[beautifulmind]

Antwort auf Beitrag Nr.: 28.375.005 von sorby am 19.03.07 17:38:31

ich denke, in dem Fall ist Übersee besser informiert als wie hier
im deutschsprachigen Raum. Interessant ist die Tatsache,
daß seit IX/2006 sich die Charts von Blue Pearl Mining und Roca
Mines im Verlauf etwa entsprechen, beide etwa 200% auf Jahressicht zugelegt haben- und last not least bereits der Molyfond-Gründer Sprott Roca Mines ins Auge gefasst hat

[beautifulmind]

test

[beautifulmind]

Antwort auf Beitrag Nr.: 28.375.592 von beautifulmind am 19.03.07 18:04:53

spricht Bände.....

[sorby]

Antwort auf Beitrag Nr.: 28.375.462 von beautifulmind am 19.03.07 17:59:13

Bin zur Zeit fett in BPM investiert. Glaubst Du, dass Roca u.U. ein Übernehmekandidat werden könnte, oder hat sie soviel Substanz, dass sie eigenständig produzieren wird.
Der Moly-Boom wird ja erst anfangen. Was Roca im Augenblick interessant macht, ist auch das Interesse von Sprott.
Wie ist Deine Meinung???

[beautifulmind]

und zum Vergleich: Chartentwicklung BPM/Roca Mines.....
Auffällige Parallelen schon seit längerem

[Asynchronmaschine]

momentane erzreserven für 8-10 jahre minenlaufzeit
bei einer förderung von 3-5 Mill. pfund moly pro jahr
für 4 mill. lbs. pro jahr benötigen sie
tägliche verarbeitungskapazität von 2000 t
die mühle ist dafür ausgelegt
allerdings die anderen anlagen noch nicht
bisher nur für 1.000 t/tag
upgrade soll aber erfolgen
siehe auch 2. eingangstunnel

[Asynchronmaschine]

we ROK to da moon
wir können uns selbst nach diesem lauf



vom jetzigen niveau
unter günstigen umständen durchaus noch ver4fachen
moly über 30, besser ca 40
weitere reserven in der tiefe
später 4 mill lbs pro jahr
ausschliessen kann ich das nicht
wenn ich mir die bewertungskennzahlen so anschaue
die man mit obigen zahlen erhält
es bleibt spannend
aktuell 2,37

[Asynchronmaschine]

2,52
jezz gehts aber fixxxxx

[beautifulmind]

Antwort auf Beitrag Nr.: 28.410.793 von Asynchronmaschine am 21.03.07 15:41:49

Es grüßt die Moly-Hype
Endlich........

[Asynchronmaschine]

joh
jezz kaufen die broschen alles
und wenn die bude gerade erst irgendwo vorkommen mit 0,06 % moso2 erbohrt hat
naja
hier haben wir was fundamental greiffbares in der hand
cash fliesst bald

[nussknakker]

Antwort auf Beitrag Nr.: 28.411.185 von Asynchronmaschine am 21.03.07 15:57:39

SUBJECT: All moly stocks are on fire! Posted By: vip_vix
Post Time: 3/21/2007 11:00
« Previous Message Next Message »

Here's all the moly stocks that I track.
Symbol Close Change % Change Date
VGM.V 0.44 -0.05 -10.20% 2007-3-21, 10:41ET
CYU.V 0.95 -0.04 -4.04% 2007-3-21, 10:38ET
KBX.V 1.84 -0.04 -2.13% 2007-3-20, 16:00ET
PLY.V 0.36 0 0.00% 2007-3-21, 9:30ET
NDM.V 12.1 0.1 0.83% 2007-3-21, 10:42ET
TTQ.V 0.78 0.02 2.63% 2007-3-21, 10:42ET
OTL.V 2.98 0.14 4.93% 2007-3-21, 10:42ET
BLE.TO 11.63 0.67 6.11% 2007-3-21, 10:42ET
CBS.V 0.36 0.03 7.46% 2007-3-21, 10:42ET
ROK.V 2.53 0.3 13.45% 2007-3-21, 10:42ET
TJS.V 0.55 0.08 17.02% 2007-3-21, 10:41ET
AUA.V 1.9 0.28 17.28% 2007-3-21, 10:42ET
MOL.TO 3.09 0.46 17.49% 2007-3-21, 10:42ET
TCR.V 0.62 0.22 55.00% 2007-3-21, 10:42ET

[Asynchronmaschine]

neue fotos auf der hp
http://www.rocamines.com/s/UpcomingEvents.asp?ReportID=14230…

[Asynchronmaschine]

we'll ROK to da moon

[Asynchronmaschine]

und weiter geht der ritt
2,60

[Zockempire]

Schon erstaunlich, wie die
bude abgeht. Mich freuts...

[Asynchronmaschine]

der kursverlauf hätte mehr verdient
als alle paar tage ein posting
und diese geringe anzahl leser

ich glaube
demnächst erscheint eine dtsprachige analyse zu dem wert

[cyberinvestor]

Antwort auf Beitrag Nr.: 28.502.213 von Asynchronmaschine am 26.03.07 16:38:17

Solange Petro und ich dabei sind.


Gruß
CI

[Asynchronmaschine]

http://www.stockinterview.com/News/03282007/MAX-Molybdenum-M…

[Asynchronmaschine]

Canadian Province to Get First New Metals Mine in a Decade
NewswireToday - /newswire/ - Sarasota, FL, United States, 03/28/2007 - One Canadian province is ready to get its first new metals mine in a decade, according to a recently published interview on StockInterview.com. Higher molybdenum prices offer a blessing to a delayed mine opening.
Just as Chinese molybdenum exports may be falling, Canada’s province of British Columbia could have its first new metals mine opening in the next few months. Roca Mines’ MAX underground molybdenum mine is now in the final construction stage, according an interview conducted with the company’s chief executive. Roca Mines Scott Broughton told StockInterview, “We have 50 people working at the site, all working hard to make it come together. We are going to be very proud of it when it’s all bolted together, and it’s actually producing cash flow.”
A record winter snowfall delayed mill construction at the mine site, but this provided the company an opportunity to expand production capacity. Broughton said this allowed the company to “accelerate the installation of a second mill, ball mill in our concentrator. That was going to allow us to recover from a delayed start-up and still meet the production targets that we would like to meet for 2007.”
According to the recent interview, Broughton told StockInterview.com he thought his company could still meet its 2007 production target of three million pounds of molybdenum.


aus
http://www.newswiretoday.com/news/15879/

[turbozertifikat]

Antwort auf Beitrag Nr.: 28.541.634 von Asynchronmaschine am 28.03.07 13:54:32

Roca Closes $2 Million Exploration Financing

VANCOUVER, BRITISH COLUMBIA -- (MARKET WIRE) -- March 28, 2007 -- Roca Mines Inc. (TSX VENTURE: ROK) ("Roca") announces that it has now closed the private placement announced on March 14, 2007. Sprott Asset Management Inc. has been issued 1,212,121 units for gross proceeds of $2 million.

Each unit consists of one common share and one share purchase warrant, each warrant entitling the holder to acquire an additional common share until September 28, 2008 at a price of $2.25. All securities issued are subject to a hold period expiring on July 29, 2007. A finder's fee of $140,000 was paid in connection with this financing.

Proceeds from this financing will be used to fund an accelerated exploration program at Roca's MAX Molybdenum project, with the prime objective of expanding the known molybdenite resource at depth. Further details regarding the MAX exploration program and timing of the underground drill program will be announced once a diamond drill contract has been finalized.

Roca plans to be the first new primary molybdenum producer in Canada, with production to commence in mid-2007. The permitted Phase I mine plan for Max will focus on the deposit's high-grade zone containing 280,000 measured and indicated tonnes grading 1.95 per cent molybdenite (MoS2) (refer to T.N. Macauley's 43-101-compliant technical report dated September, 2004, available on SEDAR). Molybdenum currently trades in the range of US$28-30 per pound.

ROCA MINES INC.

David J. Skerlec - Chief Financial Officer



The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.

Gruss Turbo ...

[Colophonius]

Roca Mines: Canada’s Next Moly Producer Could Benefit from Higher Prices
Posted on Mar 29th, 2007 with stocks: ROCAF.PK

James Finch submits: According a Jinduicheng Molybdenum Group [JDC] spokesman, China’s Ministry of Commerce will soon announce the country’s list of potential exporters of moly products. JDC vice president Lu Jingyou told attendees at an Asian ferroalloys conference on Tuesday there were 54 molybdenum producers who were candidates for exporting moly. He noted, “But I expect less than 50 percent of the total to be granted the export quotas.” In any event, he told attendees at the conference that Chinese moly exports were falling.

The small number of potentially selected Chinese molybdenum exporters, and falling Chinese exports, is bullish for the molybdenum price. The short-list signals the market that China’s much-feared ‘return’ to the moly market lacks the teeth many anticipated it could have. This fits in with speculation StockInterview.com discussed with Blue Pearl (BLEFF.PK) executive chairman Ian McDonald. In comments not previously published, McDonald told us, “If they (the Chinese) can produce it at $4/pound and can sell steel that has moly in it, they’ll make more money eventually selling the finished product.”

The Chinese export decision could provide a bonanza to the new breed of molybdenum producers in much the same way a tighter uranium supply market recently benefited uranium companies, especially those which moved their development projects into operating mines. Having previously interviewed Scott Broughton, chief executive of Roca Mines Inc, we requested a follow-up conversation to determine when the MAX underground molybdenum mine would commence operations.

Companies selling material into a strong commodities market are frequently rewarded with stronger investor interest. When Roca’s MAX molybdenum mine opens this year, it will be the first new metals mine to open in Canada’s British Columbia province in ten years.
StockInterview: You were delayed with your mine opening late last year. Can you explain what happened to cause the delay?

Scott Broughton: We had originally planned to be in production by the end of 2006. In November, we started to endure some pretty tough winter time conditions. We started off with a lot of rainfall and by the end of November it turned into a lot of snowfall. In fact, we had a record setting year in the area—there was a record total of 35 feet of snow that landed at Trout Lake, the nearest community to us. The bottom line for us was that we obviously had suffered delays as a result of that winter. We found ourselves in a situation where we could spend a lot of time, effort and money trying to fight a condition that was essentially out of our control.

StockInterview: Can you give us guidance as to a realistic mine opening and if you can still make your calendar year 2007 production targets?

Scott Broughton: We made an announcement in November that we were going to make some adjustments to our programs, our construction programs on the surface. The key one was that we were going to accelerate the installation of a second mill, ball mill in our concentrator. That was going to allow us to recover from a delayed start-up and still meet the production targets that we would like to meet for 2007. That’s really how we‘ve tried to resolve or tried to deal with the winter time delays that we’ve endured. In that regards, any real remaining obstacles to that, except that we are still in construction, we are still enjoying some winter time tough conditions though we can definitely see spring is on the horizon and most of our snow is melting away at the moment. We have 50 people working at the site, all working hard to make it come together. We are going to be very proud of it when it’s all bolted together, and it’s actually producing cash flow.

StockInterview: Is this going to be a problem next winter?

Scott Broughton: No, the issues for us were related to, again, the surface construction of the facility, the concentrator itself and also our tailing facility. Both of those areas once constructed, especially grow over time, but they don’t need to grow continuously. We definitely wouldn’t be planning or programming any of that kind of work to happen in the winter time period again.

StockInterview: What is the condition of your two circuits and are there any problems with either circuit?

Scott Broughton: The mill we acquired was a second-hand used mill that was rated for 1,000 ton/day. It was made up of two circuits, primarily described as two circuits, because what they were processing was a zinc and a lead concentrate at that site. That really was the reason for describing these as two separate circuits. At our site, we are reconfiguring that and using officially two ball mills and the remaining equipment that’s in that facility. Originally, we planned to set up one of the mills and that would get us to our 500 ton/day target. As I mentioned, we made a decision in November to accelerate – to expand by putting in both of those mills and getting up to what would be targeted as 1,000 ton/day as quickly as possible.

StockInterview: How do you define ‘as quickly as possible’?

Scott Broughton: I think we would expect both of those mills to be running shortly after the day that we commence production. We are aiming for middle of 2007.

StockInterview: Why are you adding a second tunnel to the underground mine?

Scott Broughton: There’s an analogy here to what we’ve done at the mill. When we encountered the delay, we realized there was an opportunity there to make up time and make up production in a robust molybdenum market. We do have a pretty significant lead time in developing a second underground access. It’s about a 9-month project for us. We decided to do it to facilitate a continuously operated 1,000 ton/day rate of production from the mine, but also to ease the existing bottlenecks and burdens we have on the underground operation.

StockInterview: What’s the benefit for adding a second tunnel?

Scott Broughton: My example or metaphor for what we are trying to achieve here is that we are trying to build at the moment a sailing ship inside of a bottle. When you try to build something inside of a bottle with only one opening, you are bound to have a number of challenges and a number of bottlenecks that might affect you. When we have a second adit, we will be able to have more ventilation forced through the underground workings of the underground mine. We will be able to have more equipment working underground. We will be able to have larger crews working underground. Our ability to move material from production mining will be that much more enhanced. Our cost will be lower. Moreover, we will have a better chance to do more of the underground development as time goes by. There’s a need to always be developing and building new accesses to new parts of the ore body. We need to always be developing this mine in parallel with the mine being production.

StockInterview: Will this lower production because of the increased construction?

Scott Broughton: It’s not going to affect our Phase I production. We’ve always described the development of this mine occurring in phases. Phase I was the first phase where we went in, we went in small, aggressively we minimized the capital cost to get into production. We are only going to mine the highest grade zone that is most easily accessed. That was going to get us into that cash flow scenario and thereby grow the mine and grow our company. There are plans for subsequent phases—we already talked about the 1,000 t/day scenario. That’s moving us towards what I would describe as a full Phase II up to and running a full 1,000 t/day on a continuously operated basis. Right now, what we are able to build is an underground mine that has roughly 500 ton/day of production capacity on a campaigned basis. Campaigning simply means there are periods when we are producing ore from the mine; other periods where we are only able to do development or exploration of material. The sooner we can get out of the campaigned approach and into the continuously operated 1,000 t/day mine, the better for us in terms of how much molybdenum we can produce. We could be out of the campaigned approach by early 2008 when we have the second adit.

StockInterview: The key to spectacular success at MAX really depends upon the results of your deep-hole exploration, hoping to the parallel the success of Phelps Dodge’s Henderson mine. When are you going to start this exploration?

Scott Broughton: We recently did a small financing to start an exploration program. That’s recognition that there is a very good geological target there for Roca to explore sooner rather than later. We’ll start that work as soon as we can locate a drill. I’m going to suggest right that’s on the order of about a month away. Drills in the industry are very hard to come by—they are very busy at the moment as are contractors and miners and anything involved in the mining business right now. I would say somewhere in the order of a month we will be starting the first drill hole subject to the availability of a drill.

StockInterview: How deep will you drill and how many holes do you plan to drill?

Scott Broughton: The target is on the order of 500 meters below our existing tunnel access. We’ll be drilling holes that are on the order of 600 to 800 meters deep to be tested initially. But some of those might also go up to 1,000 meters potentially. Without being too prescriptive about that, you might see us drill on the order of 10 holes that are targeted in that area. They will vary in their depth up to say about 1,000 meters.

StockInterview: How lengthy a drilling program do you expect?

Scott Broughton: It’s a results-dependent program. Most exploration is. The initial phase of what we can do, with the money we just raised, will probably take well into the fall period. It could be well into the fall before we have actual assay results. But in the interim, most of the mineralization at our site is easy to see and easy to spot. We’ll be making adjustments before we drill holes based upon what we discover in the first few.

StockInterview: Sounds like you’ll be busy for the rest of this year. With all of this construction and exploration, at what pace do you plan to mine to play catch up for this late start?

Scott Broughton: We’re building a 1,000 ton/day capacity in our mill. That’s giving us lots of flexibility. As I mentioned with that analogy of building a sailing ship inside a bottle, there’s going to be days when we can move from the underground mine up to 1,000 ton/day of ore, therefore, we have a mine and a mill that are synchronized if you will. There’s going to be other days when the mine might only be able to produce 500 ton/day. We’ll be on and off in that regard basically maximizing them as much as we can in the production. Obviously, we want to make as much molybdenum as we can for 2007 and our current targets are still three million pounds for 2007.

StockInterview: When do you plan on paying back your capital costs?

Scott Broughton: In reality, this company doesn’t have any debt. When we start production here, we all will be working for a company that doesn’t have any debt to service. In real terms, we will be paying back the amount that we’ve invested to date. It is a bit ambiguous but we will have spent on the order of C$20 million by the time we’ve built. Again, we’ve kind of overbuilt above our original Phase I plan. We should see that paid back on the order of months from the time of start-up.

StockInterview: What do you do with your profits, then, as it appears you’ll be profitable?

Scott Broughton: We have always described this mine as a company builder. Right now, in our space, the world is absolutely full of opportunities. You should see us in the near term doing some very tax-efficient things with respect to how we might be able to tackle other projects going forward. There’s the prospect of eventually paying dividends. Bottom line for us is that this is a company that has come up from nothing only a few short years ago. We are the company that has identified this asset and took it forward, built it on a really low budget, and it’s about to generate enormous cash flow. We’d love to be able to demonstrate doing that again to our shareholders.

[nummy33]

hat hier jemand mal nen kurzen abriss, sprich euer kursziel, fairer wert?

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.571.164 von nummy33 am 29.03.07 20:34:29

Einen fairen Wert hier zu nennen ist sehr schwierig.

Roca wird die nächsten 2 Jahre (2007-2008) ca. 3 Mio LBS Moly produzieren zu Produktionskosten von vorraussichtlich jeweils 15 Mio CAD. Das ist bei den aktuellen Moly-Preisen jeweils ein "Gewinn" von rund 75 Mio $.

Das viel wichtigere aber ist, was macht das bald anfangende Drilling in der Tiefe, was entdecken sie dabei ? Wieviel Wolfram befindet sich auf dem Gebiet neben Max ? Wie kommt man mit den anderen Properties weiter ? Und vor allem gelingt es weitere hochgradige Gebiete innerhalb von Max zu entdecken bzw. gelingt es die Produktionskosten soweit zu senken das man auch die nicht ganz so hochgradigen Bereiche wirtschaftlich abbauen kann ?
Für mich sind das aktuell so viele Fragen, das ich einen fairen Wert von Roca nicht ermitteln kann, bzw. wenn ich den vorsichtig schätzen soll und von der Annahme ausgehe das nach 2008/2009 der Moly-Preis wieder sinkt, dann hätte Sprott zu teuer gekauft. Das wiederum kann ich mir nicht vorstellen, die haben noch nie zuviel für etwas bezahlt. Also heisst es hier abwarten, das die Dinge die momentan hinter verschlossenen Türen gehandelt werden und bekannt sind auch für uns Kleinanleger bekannt werden. Jedenfalls hat mir das Interview mit dem CEO gefallen, der offen über eine Dividende in der Zukunft spricht, so etwas mag ich, ein CEO der ein Herz für uns Aktionäre hat.

[nummy33]

Antwort auf Beitrag Nr.: 28.577.338 von MickyMouse1 am 30.03.07 09:09:10

zumindest bereits einmal danke für deine auskunft!

[Asynchronmaschine]

2,90

[RudiXXX]

Mit noch mal 100% rechne ich kurzfrisig nicht, aber 4 CAD sollte bis Produktionbeginn erreicht werden.

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.600.439 von RudiXXX am 31.03.07 15:27:05

Da gebe ich dir durchaus Recht, alleine die Verkündigung des Produktionsbeginns ist sicherlich für Minimum 0.50 CAD gut.
Aber wie wird es danach weitergehen, von dem hochgradigen Material ist ja nicht zuviel da und bei dem anderen lohnt sich da ein Abbau, wie wird der Moly-Preis 2009 sein, wie erfolgreich werden die Tiefenbohrungen verlaufen, wieviel Wolfram wird man auf dem Nachbar Gelände finden und wie erfolgreich wird man bei den anderen Properties sein. Aus all diesen Gründen ist eine Beurteilung von Roca auf längere Sicht momentan unmöglich.
Wenn die Tiefenbohrungen erfolgreich verlaufen, dann kann das der Beginn einer ganz grossen Geschichte werden. Aber hier kann ich leider nicht hellsehen. Ich rechne insgeheim auch damit, das man was diese Tiefenbohrungen angeht bereits eine Vorahnung bei Sprott und beim Management hat, sonst hätte man sicherlich nicht noch zusätzlich Kapital dafür besorgt. Man will hier möglichst schnell Klarheit haben, vermutet aber bereits grosses. Wenn sich das bewahrheitet und vernünftige Grade gefunden werden, dann kann diese Aktie Ende des Jahres auch bei 10.- CAD stehen.
Wir werden sehen.

[wok92]

Antwort auf Beitrag Nr.: 28.600.439 von RudiXXX am 31.03.07 15:27:05

servus,

wann ist produktionsbeginn?

vielen dank für die antwort

gruß wok92

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.628.081 von wok92 am 02.04.07 19:34:35

Ist noch nicht genau verkündet, vorraussichtlich im Juni 2007.

[wok92]

Antwort auf Beitrag Nr.: 28.629.062 von MickyMouse1 am 02.04.07 20:27:59

servus

danke für die info

[nussknakker]

Antwort auf Beitrag Nr.: 28.600.439 von RudiXXX am 31.03.07 15:27:05

China plant 50.000 Kilometer neue Pipelines
Der Hunger nach Energie wächst und der Nachschub fehlt: Um den steigenden Bedarf an Öl, Gas und Strom zu stillen, will China neue Pipelines im großen Stil bauen. Geplant ist etwa eine Verbindung quer durch das ganze Land.

Peking - Bis 2010 solle das Netz um 60 Prozent erweitert werden, sagte Tang Yali, Vizechef der Pipeline-Tochter von Chinas größtem Ölproduzenten PetroChina der Staatspresse. Derzeit gibt es in China das sechstlängste Netz der Welt mit einer Länge von 80.000 Kilometern. Den Ausbauplänen zufolge sollen knapp 50.000 weitere Kilometer hinzukommen.

So würde derzeit der Bau einer zweiten Groß-Gaspipeline quer durch China geprüft, sagte Yali weiter. Sie solle den rohstoffreichen Nordwesten von China mit den Boom-Regionen des Südens nahe Hongkong verbinden und werde umgerechnet knapp zehn Milliarden Euro kosten. Eine erste große West-Ost-Pipeline, eines der zentralen Energieprojekte des Landes, wurde 2004 fertig gestellt. Sie verbindet den Nordwesten mit den Wirtschaftszentren der Ostküste.

sam/afp

[kaffeefan]

Hallo,

ich weiß nicht , ob man hier einsteigen sollte, denn hier in D. geht ja kaum was um, und ausländische Börsenplätze sind ziemlich teuer nochdazu daß jedesmal nach Deviskurs umgerechnet wird.

Wenn dann will man doch nicht nur 1k davon haben.

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.634.983 von kaffeefan am 03.04.07 10:34:50

Hi Kaffeefan,

ich kenne dich schon vom Moly Mines Board. Ich halte Roca für einen sehr guten Wert und bin bei 1.27 Euro hier eingestiegen und habe es bisher nicht bereut. Du hältst doch von Moly Mines soviele Stücke, warum willst du hier nur mit 1000 rein ? Ist doch lächerlich wenig. Im Gegensatz zu Moly Mines ist hier Sprott schon investiert. Die Mine wird im Juni starten und wenn die mit ihrem tiefen Drilling Erfolg haben, dann wird diese Aktie kein Halten mehr kennen. Geld werden sie die nächsten 2 Jahre genug scheffeln und der CEO hat sogar schon eine Dividende in Aussicht gestellt. Bis Moly Mines soweit ist, wird es noch Jahre dauern. Ich bin in beiden Werten investiert.

[nussknakker]

Antwort auf Beitrag Nr.: 28.635.758 von MickyMouse1 am 03.04.07 11:13:00

Ihr beide seid doch nicht blöd.
Nimm Dir ein Fremdwährungskonto im Ausland
oder auch bei der Quirinbank in Kölle
(hab mit denen nix zu tun und kriege auch nix
Provision oder Bakschisch) und von da aus kannst
de dann in CAN, USA oder auch AUS handeln.
Nix mehr dauernde Kursumrechungen.

Ausserdem ist der Dollar aller 3 Staaten z.Zt. gegenüber dem Euro äußerst billig.

NK

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.636.448 von nussknakker am 03.04.07 11:48:07

Das Dollar:Euro-Verhältnis wird sich auch wieder verändern. Dann ist es gut wenn man in den Werten drin ist, denn dann wird der Preis in Euro zusätzlich steigen. Für was brauche ich dann ein Auslandskonto. Kostet nur zusätzlich Kohle.

[nussknakker]

Antwort auf Beitrag Nr.: 28.637.077 von MickyMouse1 am 03.04.07 12:24:31

Frage: bei welcher Bank (?) handelst Du denn, die Dir für
die Kontenführung auch noch Geld abnehmen ???

Tip: Quirinbank Berlin oder Köln.

frdl. Gruß

NK

[kaffeefan]

Antwort auf Beitrag Nr.: 28.635.758 von MickyMouse1 am 03.04.07 11:13:00

Danke für die Info,

jetzt werde ich mich mal bissel durchlesen .
Das Teil ist ja auch mächtig nach oben geschossen.

Ich habe ja nicht geschrieben, daß ich nur 1k kaufen möchte, sondern ein Mehrfaches davon

Bei MOL bin ich jetzt schon ein größerer Kleinaktionär.
Ich fische halt gern bei Kursdurchängern ab, heute war wieder so ein Tag.

[Asynchronmaschine]

boh
richtig viele postings
und leser
hier
wer hätte das gedacht

bin am atlantik wellenreiten
da ROK t auch was

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.644.543 von kaffeefan am 03.04.07 17:51:28

Ne, ist schon Ok.

Roca Mines ist wirklich ein hervorragender Wert, bei dem ich allerdings in den nächsten Wochen eigentlich keinen so rasanten Anstieg erwarte. Mit rund 300 Mio FD ist die Fa ganz ordentlich bewertet. Mag sein, das es noch 50-100 cent bis Juni nach oben geht.

Im Juni soll die Mine eröffnet werden. Dann werden die Berichte darüber den Kurs noch ein wenig höher treiben.

Irgendwann im April/Mai sollen die Tiefenbohrungen starten, deren endgültige Ergebnisse werden wir im September sehen, wobei der CEO angekündigt hat, sobald man etwas sagen kann, wird er Zwischenberichte geben.
Neben den Tifenbohrungen sollen auch noch Bohrungen auf dem Tungsten Fels stattfinden.
Für mich sichert die Mineneröffnung den aktuellen Wert ab. Die Bohrungen im Sommer sind das Gelbe vom Ei, wenn die erfolgreich sind, dann sehen wir hier ganz schnell 10.- CAD.
Roca hat ziemlich gute Grade, die Grade bei Moly nehmen normalerweise in der Tiefe zu, das heisst sie könnten hier nach unten hin richtig stark werden. Damit wäre hier alles mögich. Was alles heisst mag ich gar nicht auszumahlen.

Wir werden sehen.

LG
Micky

[fragmatiker]

Hallo,

gibt es irgendwo eine Übersicht über die schon Bekannten Moly Vorkommen? Ich will neben Blue Pearl noch in andere Moly Werte investieren und würde deswegen gerne z.B. Roca mit Moly Mines vergleichen.

Danke

Gruß

FRagmatiker

[Schwabinho]

Allein das Sprott 17,4% an Roca hält, gibt doch eine gewisse Sicherheit für die Zukunft...

Komisch, dass der Wert hier in Deutschland keinen interessiert.

Volumen in Canada ist auch recht ordentlich.

Na mal schauen...

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.760.496 von Schwabinho am 11.04.07 16:44:05

Wie kommst du drauf das ROK keinen in Deutschland interessiert.

Ich bin hier investiert mit nicht zu wenig, weil es für mich einer der Moly-Werte ist, denen ich wirklich viel zutraue.
Wenn man sich die aktuellen Bilder von der Homepage ansieht, dann könnte man meinen, das die Mine bereits am beginnen ist. Nun noch die Mühle fertig gemacht und ROK ist ab Juni/Juli Produzent.
Dieses Jahr noch 3 Mio lbs Moly.

Wenn die in ihren Tiefendrillings erfolgreich sind, dann wird jeder der hier nicht dabei ist traurig sein.

Bei allen anderen Moly-Firmen (ausser Blue Pearl natürlich) weis man nicht wo der Moly-Preis steht wenn die Mine in 2009/2010 vielleicht nach Investition von 500 Mio da produzieren anfängt. Hier ist man kurz vor Start.

Also für mich ist ROK erste Wahl für mein Langfristdepot.

[Schwabinho]

Antwort auf Beitrag Nr.: 28.760.675 von MickyMouse1 am 11.04.07 16:52:06

Na dann bin ich ja beruhigt nicht alleine zu sein.

Gute Zusammenfassung der aktuellen Lage. Bin auch sehr positiv gestimmt und halte ein aktuellen Produktionsstart bei jetzigen Molypreisen für wesentlich interessanter.

Vor allem investiere ich gerne in Unternehmen die auch Geld verdienen und nicht erst in ein paar Jahren

[Schwabinho]

Gestern 3 fette Käufe in Canada. Volumen wieder 1 Mio.
Hier kaufen sich die Instis um Sprott wieder vor der Masse ein.

Mal sehen wann Deutschland aufwacht...

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.773.485 von Schwabinho am 12.04.07 11:41:05

Das einzige was mir aktuell nicht gefällt sind die Übernahmephantasien auf dem Board in Kanada. Ich habe kein Interesse meine Anteile an Blue Pearl zu verkaufen, vor allem nicht solange nicht das Ergebnis des Tiefendrillings bekannt ist.

Wenn die bei ihren Tiefendrillings Erfolg haben und hochgradiges Moly finden, dann handelt es sich nicht um das schlechtere Kupfermoly sondern um reines Moly. Durch einen grossen Fund hier, kann diese Mine wirklich einen Wert bekommen der mit keinem anderen Molywert vergleichbar ist.
Man darf sich nicht von dem bisher nur ein paar Mrd umfassenden Molyfund bei Max täuschen lassen, es ist möglicherweise nur die Spitze eines Molyberges. Wenn sich darunter mehr finden lässt, dann wird dies höhergradiger sein (hohe Grade liegen immer unten) und von der Menge ein vielfaches von dem was man hat. Es kann hier also die grösste Ferro-Moly-Mine der Welt rauskommen und die möchte ich nicht für einen niedrigen Preis von vielleicht 5.- CAD pro share an Blue Pearl abgeben.
Wenn die erfolgreicht sind, sehe ich auf jedenfall einen zweistelligen Kurs in CAD. Aber dieser Ansatz ist womöglich noch viel zu niedrig.

In diesem Sinne. Halte alle an eurer Roca fest, sie wird euch noch viel Freude machen.

LG
Micky

[Schwabinho]

Antwort auf Beitrag Nr.: 28.775.334 von MickyMouse1 am 12.04.07 13:34:24

Habe gerade ein wenig bei Sprott nachgelesen.
Für ihre Moly-Beteiligung haben sie 6 Mio. CAD in Roca investiert.
Da sie grossen Einfluss auf die Moly-Produzenten haben, kann ich mir kaum vorstellen, dass sie an einer Übernahme interessiert sind.

Blue Pearl soll erstmal die Schulden abzahlen und uns in drei Jahren einen schönen zweistelligen Betrag pro Aktie überweisen

[fragmatiker]

Ab wann soll Roca in Produktion gehen?
Ich dachte Adanac würde als erster mit der Produktion starten.?

Gibt es schon Bohrungen die nach diesem N-xyz Standard durchgeführt und bestätigt wurden?

[Schwabinho]

Antwort auf Beitrag Nr.: 28.775.716 von fragmatiker am 12.04.07 13:58:04

Steht doch hier auf der Seite:

#92 von MickyMouse1 11.04.07 16:52:06 Beitrag Nr.: 28.760.675

Ansonsten empfehle ich Dir die Homepage und die Präsentation von Roca.

Dann bist Du bald auf dem laufenden...

Würde den Rahmen sprengen hier alles aufzuzählen!

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.775.463 von Schwabinho am 12.04.07 13:41:43

Ich hoffe Sprott sieht das genauso und hat nicht den Ehrgeiz aus Blue Pearl einen noch grösseren Giganten zu machen.

Roca hat aber ansonsten in Deutschland wirklich noch so gut wie niemand entdeckt. Dabei hat das Unternehmen alles was ein Junior-Unternehmen braucht. Ein Top-Management, welches auch an die Eigentümer denkt. Eine Top-Property - jetzt schon ein Moly-Vorkommen im Wert von mehreren Milliarden. Dazu kommt aber noch das Tiefendrilling (ich weis ich wiederhole mich) und ausserdem das Wolframvorkommen bei dem man auch dieses Jahr noch drillen wird. Dazu hat Roca alle Projekte die im Umkreis zu bekommen waren aufgekauft. Schliesslich muss man ja mit den Millonen die man ab demnächst verdient auch was anfangen. Nur Dividende zahlen wäre für ein Wachstumsunternehmen zu wenig, wobei eine Dividende auch schon in Aussicht gestellt ist.
Dazu passt die Politik, Kanada ein sicheres Pflaster und nicht so was riskantes wie Ecuador. Die Dillution ist mit knapp unter 100 Mio FD auch noch nicht zu gross. Wenn die dieses Jahr 3 Mio Moly produzieren und sie von ihrem Lieferanten der das Moly vom Tor abholt (keine Transportkosten und keine Weiterverarbeitungskosten!!) zu Gesamtkosten von 15 Mio produzieren, so sind dies bei CAD 30.-/lbs (-10% laut Vertrag) ein cash flow von 66 Mio oder rund 0.66 /share. Damit haben wir aktuell ein KGV von 4. Das ist für einen Wachstumswert mit diesem Potential spott billig. Vielleicht kommen dazu noch steigende Moly-Preise, wir werden sehen.

[Schwabinho]

Antwort auf Beitrag Nr.: 28.775.854 von MickyMouse1 am 12.04.07 14:06:19

Sprott will auf jeden Fall ne Menge Profit mit den "kleineren Werten" machen.

Sollte jedoch Blue Pearl selbst Übernahmekandidat werden, könnte ich mir als Verteidigung auch die Einvernahme der kleineren Produzenten vorstellen.

Hoffen wir das alle noch lange selbständig bleiben...

[Asynchronmaschine]

so ein klasse wert
und schon 100 postings

die horde rennt glatt an uns vorbei
wann werden wir beaknnter

[Schwabinho]

Antwort auf Beitrag Nr.: 28.784.154 von Asynchronmaschine am 12.04.07 21:20:26

Das 100ste war ja von mir. Mach mir mal ein Bierchen auf.

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.784.287 von Schwabinho am 12.04.07 21:26:54

Mir auch bitte, ich trinke eins mit. (Ich habe zwar heute schon 2 aber jetzt kommts auch nicht mehr drauf an)

Jetzt haben wir hier vielleicht die grösste Ferro-Moly-Mine der Welt und keiner merksts.
Was für ein Mist, da will halt keiner reich werden.

[Schwabinho]

Antwort auf Beitrag Nr.: 28.784.536 von MickyMouse1 am 12.04.07 21:39:48

Gemütlich hier zu dritt ein Bierchen trinken und den Kurs in Canada gemütlich steigen sehen ist doch auch schön.

Die nächsten Kisten kaufen wir dann schon von den Dividenden

[Schwabinho]

In Frankfurt wurden heute 847 Aktien gehandelt.

In Canada fast 1.000.000 mal wieder.

[beautifulmind]

Antwort auf Beitrag Nr.: 28.784.753 von Schwabinho am 12.04.07 21:50:27

kaum zu glauben- ich versteh's auch nicht

[admire]

kann mir jemand sagen wann roca produzieren wird,
gibt es was offizielles.. Danke schonmal für die info
bitte per BM ....Gruß admire

[Schwabinho]

Schlusskurs 2,90 CAD

997.140 Aktien gehandelt.

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.786.490 von admire am 12.04.07 23:07:59

Ein offizielles Statement von der Fa gibt es noch nicht bezüglich des genauen Datums.
Angekündigt ist das 2. Quartal 2007 als Startbeginn.

Den Gerüchten nach strebt man den 01.06.2007 an.
Näheres kann man momentan nicht sagen.

[Schwabinho]

Achtung! Umsatz in Deutschland 1.500 zu 1,96

Kursdaten 13.04.2007 Frankfurt
Realtime:
10:45:36 1,96 +8,89%
+0,16
Taxe Stück
Bid: 10:57:37 1,96 1.000
Ask: 10:57:37 2,05 800

[admire]

Antwort auf Beitrag Nr.: 28.790.910 von Schwabinho am 13.04.07 11:01:40

ist doch schon was oder?

[Schwabinho]

Antwort auf Beitrag Nr.: 28.790.923 von admire am 13.04.07 11:02:15

Sind nicht ganz die 1.000.000 aus Canada, aber immerhin.

Hauptsache der Kurst steigt.

[admire]

Antwort auf Beitrag Nr.: 28.791.029 von Schwabinho am 13.04.07 11:07:12

ja das war ich... möchte mich mal versuchen.
ansonsten in BPM investiert

[Schwabinho]

Antwort auf Beitrag Nr.: 28.791.116 von admire am 13.04.07 11:12:27

Wirst Du sicher nicht bereuhen.

Auf Sprott ist Verlass!

[beautifulmind]

Antwort auf Beitrag Nr.: 28.791.116 von admire am 13.04.07 11:12:27

@admire : auch da? willkommen an Bord!
Im Laufe der Zeit werden noch mehr von BPM einschwenken.
Hier handelt es sich wenigstens auch um eine Aktie
mit Horizont.....

[Aderlass]

Bin jetzt auch mit dabei. Habe sie leider nur etwas teuer bezahlen müssen. 1,98 das Stück.
War bis heut morgen noch in HI HO drin, da wird mir zuviel gezockt mittlerweile.

[segelmaus111]

Antwort auf Beitrag Nr.: 28.793.385 von Aderlass am 13.04.07 13:25:49

bei Umsätzen in Canada von 1 Mio spielt sicherlich dort die Musik. Weiß jemand die Kanadischen Kurse???

[Schwabinho]

Antwort auf Beitrag Nr.: 28.793.670 von segelmaus111 am 13.04.07 13:43:33

SK 1,90 CAD

[admire]

Antwort auf Beitrag Nr.: 28.793.286 von beautifulmind am 13.04.07 13:19:07

danke für die nette begrüßung..na all dem was ich so an information lesen konnte und natürlich die verbindung zu sprott
handelt es sich um ein unternehmen mit potential und zukunft!!

[turbozertifikat]

Hallo zusammen, bin ab jetzt auch mit dabei, hab eine kleine Stückzahl in München ergattert, wenn heute noch einige Aktien ausm Depo gut laufen werde ich zugunsten "ROK" noch was verkaufen, mal schauen !?

Gruss ans Board

PS. Wenn Sprott dabei ist, dürfte der Wert auch in Zukunft gut laufen!

[admire]

hat jemand einen Cad realtime link für mich?

[schnorps01]

Roca scheint mir auch sehr aussichtsreich. Beschäftige mich gerade näher damit. Ist natürlich seit März schon über 100% gestiegen
Die Frage ist kommt sie nochmal zurück oder geht der Ritt ohne große Rast weiter? Wie seht ihr die nächsten Monate??
Ich les mich erstmal ein und vergleich mal mit Idaho, Adanac, Moly Mines und NCV.....

[admire]

Antwort auf Beitrag Nr.: 28.795.845 von schnorps01 am 13.04.07 15:41:26

bei der derzeitigen tendenz im rohstoffbereich brauchen wir uns keine sorgen machen.

[mfierke]

die läuft schöne langsam

[admire]

hat jemand einen Cad realtime von Roca link für mich? Danke

schon mal

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.795.845 von schnorps01 am 13.04.07 15:41:26

Bei deinem Vergleich berücksichtige bitte ein paar Punkte:

1. Handelt es sich um das schlechtere Kupfer-Moly oder um ein Ferro-Moly, hier gibt es gewaltige Unterschiede
2. Wie hochgradig ist das Moly
3. Wann kann das 1. Moly gewonnen worden, der Preisverlauf im Moly-Bereich ist sehr variabel, durch eine schlechtere Weltwirtschaft und durch ein grösseres Angebot durch neue Moly-Minen kann der Preis in den nächsten Jahren sehr schwanken.
4. Roca hat das eigentliche Drilling noch vor sich, momentan hat man nur die Spitze eines Berges möglichst schnell zur Produktion ausnutzen wollen. Wieviel Moly Roca wirklich hat wissen wir erst wenn das Tiefendrilling abgeschlossen ist. Also ist hier ein Vergleich eigentlich nicht möglich.

Ich habe hier ein paar Punkte aufgeführt, die zeigen das ein Vergleich eigentlich nicht möglich ist. Erst wenn die obigen Antworten geklärt sind wird klar wir gut die einzelnen Moly-Firmen wirklich sind. Nur eins sollte einem zu denken geben, Sprott hat sich noch nicht an Moly Mines beteiligt.
Idaho und Roca sollten aus diesem Grund schon bevorzugt gesehen werden. Sprott weis schon warum er sich mit Vorliebe an Firmen beteiligt die entweder riesige Vorkommen haben (IGMI) oder bald produzieren.

[mfierke]

Antwort auf Beitrag Nr.: 28.796.836 von MickyMouse1 am 13.04.07 16:25:04

Sprott weis schon warum er sich mit Vorliebe an Firmen beteiligt die entweder riesige Vorkommen haben (IGMI) oder bald produzieren.

ganz genau, deswegen macht man hier nichts verkehrt

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.796.982 von mfierke am 13.04.07 16:31:40

genau das wollte ich sagen.

[beautifulmind]

http://de.advfn.com/p.php?pid=staticchart&s=TX%5EROK&p=0&t=1…
Lauerchart seit Tagen- es dauert nicht mehr lange, bis....
up and far away

[admire]

Antwort auf Beitrag Nr.: 28.797.443 von beautifulmind am 13.04.07 16:56:10

danke dir und ein schönes wochenende

[schnorps01]

heute Morgen gelesen...

Total Reserves & Resources (MM LBS)

Roca 145
NCV 95
Adanac 329
Kobex 1,26
Moly Mines 634
Idaho 1,3

kann das jemand so bestätigen?

[nussknakker]

Antwort auf Beitrag Nr.: 28.797.504 von schnorps01 am 13.04.07 16:59:29

ja, außer Moly, die haben erheblich mehr.
Bohrungen wurden eingestellt weil bisheriges Volumen einen Minenbetrieb über 30 Jahre erlaubt.

NK

[beautifulmind]

Antwort auf Beitrag Nr.: 28.797.443 von beautifulmind am 13.04.07 16:56:10

http://chart4.onvista.de/h.html?ID_NOTATION=10257849&TYPE=HI…
eigentlich war dieser Chart gemeint.

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.797.504 von schnorps01 am 13.04.07 16:59:29

Nein, Roca hat wesentlich mehr, da die Ergebnisse der Tiefenbohrungen noch fehlt. Bisher wurde nur die Bergspitze gedrillt. (Halt gerade so viel um die Mine zu eröffnen)

[beacker38]

[i-Project]

Für alle die es interessiert

Einige unserer Molyperlen auf einen Blick. Bei Interesse kann der eine oder andere Wert gerne noch aufgenommen werden.

http://members.a1.net/xmile/Molyperlen.htm

[admire]

Antwort auf Beitrag Nr.: 28.807.789 von i-Project am 14.04.07 10:12:27

und nochmals... tolle Info

[mfierke]

Antwort auf Beitrag Nr.: 28.807.789 von i-Project am 14.04.07 10:12:27

gut gemacht

[admire]

guten Morgen zusammen...
tolle Seite aus einem anderen Thread


http://www.stockinterview.com/moly-index.html

[admire]

[admire]

Antwort auf Beitrag Nr.: 28.822.914 von admire am 15.04.07 09:22:55

Bild zur Roca Gruppe

[mfierke]

Antwort auf Beitrag Nr.: 28.822.882 von admire am 15.04.07 09:05:09

so gehts besser für jeden

http://www.stockinterview.com/moly-index.html

[admire]

Antwort auf Beitrag Nr.: 28.823.176 von mfierke am 15.04.07 10:50:43

perfekt... Danke

[admire]

Antwort auf Beitrag Nr.: 28.823.176 von mfierke am 15.04.07 10:50:43

was habe ich falsch gemacht?

[mfierke]

Antwort auf Beitrag Nr.: 28.823.358 von admire am 15.04.07 11:37:30

unterlegen und URL zufügen, so kann es jeder einfach nur anklicken

Schönen Sonntag

[admire]

Antwort auf Beitrag Nr.: 28.823.370 von mfierke am 15.04.07 11:41:42

Danke ..ich hatte Bild einfügen gemacht und das war falsch.
Dir auch einen schönen Sonntag.

[nussknakker]

Antwort auf Beitrag Nr.: 28.823.389 von admire am 15.04.07 11:49:56

Top Moly Plays incl. TP 4/16/07
Previous Next
Saturday, April 14, 2007

China Moly chase despite price rise
Snapshot: ARU AUA BLE KRY ML MOL QUA ROK TJS


http://www.thestandard.com.hk/news_detail.asp?pp_cat=1&art_i…

China Moly chase despite price rise



Saturday, April 14, 2007



Despite Country Garden Holdings locking up HK$322.5 billion capital with its initial public offering, China Molybdenum received overwhelming investor response when retail subscriptions opened Friday.

Would-be subscribers remained undeterred even after China Moly raised the top end of its share offer price.



Margin orders worth HK$16.4 billion were received on the first day, according to seven major brokerage houses polled by The Standard. That means the retail allotment is already 21 times oversubscribed on margin orders alone. Market watchers expect the tranche could end up being 150 to 200 times covered, freezing up to HK$147 billion. Retail subscriptions close Wednesday.



Some brokerages said many retail investors who had not planned on applying for shares changed their minds, sharply boosting demand for financing.



At the same time, since Guangdong developer Country Garden had already tied up a reported HK$322.5 billion - the second largest in history, according to market sources - liquidity was tightened, capping the supply of funds for margin orders assigned for China Moly.



Also, the overnight Hong Kong interbank offered rate, or HIBOR, the interest rate banks charge each other for funds, hit 4.7 percent at 2.05pm Friday before falling to 4.55 percent at 5.10pm. One-week HIBOR stood at 4.95 percent at 5.10pm.



"The funds in the market are short in supply," said CASH Financial Services director Horace Kwan Pak-leung. "Many brokerage houses are not ab

le to offer margin financing services for customers on China Moly."



CASH had its quota of HK$3 billion for China Moly exhausted Friday.



KGI Asia needed to drop its plans for offering financing for China Moly because of insufficient funds available.



Phillip Securities also faced the problem of tightening liquidity.



"Country Garden took up a big portion of our funds for providing margin financing, leaving little for China Moly," said Charis Wong Ho-ching, an analyst at Phillip Securities.



The firm had a quota of HK$8 billion for Country Garden's margin orders. "The funds assigned for China CITIC Bank's margin financing will definitely be bigger [than those for China Moly]. It is possible to be near HK$8 billion as the funds released from the subscription of Country Garden will be in time to meet the demand coming from interest in CITIC Bank," Wong said. China CITIC Bank, which makes its trading debut April 27, will open retail subscriptions Monday.

[beautifulmind]

Both Molybdenum and Uranium Vital for Nuclear Reactors
Wednesday April 11, 7:18 am ET

James Finch submits: Molybdenum plays a more vital role in the global nuclear renaissance than you might suspect. Without the silvery white metal, the world’s energy infrastructure would somewhat suffer. But, nuclear power plants would be set back at least two decades. The new high performance stainless steels [HPSS] contain as much as 7.5 percent molybdenum and can add more than three times the life to the world’s aging nuclear fleet condenser tubes.

ADVERTISEMENT
click here
During the early construction of nuclear power plants, steam condensers relied upon copper base alloys – brass and copper nickel – for heat transfer capabilities. These alloys have high coefficients of thermal conductivity required in steam generation to power nuclear reactor turbines. But copper-alloyed tubes were being replaced too quickly – with an average life of eight years – because of sulphide pitting. Hardest hit were those reactors using polluted seawater to cool their reactors.

Over the past 30 years ago, nuclear utilities slowly began turning to the super austenitic stainless steels as one way to make their nuclear reactors last longer. The addition of molybdenum, initially starting with percentage of less than four percent, helped increase the thermal conductivity lacking in nickel, iron or steel. At nuclear stations which replaced the copper alloys with HPSS condenser tubes, 57 percent rated the thermal performance good and all but one rated it normal. Molybdenum had helped overcome the thermal hurdle.

A large number of the 190 nuclear reactors, which now utilize HPSS condenser tubes, reported an average life in excess of 18 years. The longest stainless steel condenser installation has remained in service more than 26 years, according to a study done several years ago. According to a report published in 2000, more than 100 million feet of super-alloy stainless steel tubes have replaced the older, copper-alloy tubing.

Condensers are large heat exchangers used in nuclear power plants. Condensers have thousands of tubes horizontally mounted to condense and recover the steam passing through turbines. Each low-pressure turbine generally has a condenser, which also maintains a vacuum to optimize the turbine’s efficiency.

Water fouling deposits were cited as a major problem at many reactors, especially with condenser tubes where seawater or high-chloride brackish water was the coolant. Pitting corrosion, tube sheet crevice corrosion and galvanic corrosion put the tubes at risk for leakage. Plugging, mud, or detritus accumulating in condenser tubes reduce a power plant’s efficiency.

Utilities use cleaning systems with small, abrasive sponge-like balls to keep the tubes clean and test for tube defectives with probing devices. Tube thinning and corrosion create the opportunity for tube leakage. This can not be tolerated because chemicals such as sodium and chlorides find their way into the reactor vessel or steam generator.

Upgrading the steam condenser tubing to stainless steel also plays a vital role in the ‘power uprate’ program utilities have used to increase generating capacity for existing reactors as we recently discussed . The more advanced uprate program could add up to 20-percent capacity to existing U.S. nuclear reactors.

There are several HPSS manufacturers for nuclear reactor condensers. The most prominent in the nuclear sector include Pennsylvania-based ATI Allegheny Ludlum and Finland’s Outokumpu. Each offers austenitic steels with chromium and nickel composition of between 20 and 25 percent for each alloy and a range of 6.2 to 7.5 percent molybdenum.

In a paper presented by Jan Olsson of Avesta Sheffield (before the company was acquired by Outokumpu), he highlighted the results of tests performed on the new super-austenitic stainless steel, 654 SMO®. Metals comprising this brand include 25-percent chromium, 22-percent nickel and 7.5-percent molybdenum. To increase pitting resistance, the manufacturers added up to 0.5-percent nitrogen and three-percent manganese (for make the nitrogen more soluble).

As with all pioneering developments – and remember that R & D breakthroughs have taken place over a two-decade-plus period, manufacturers have re-designed their metallurgical composition to find the most encouraging percentages of nickel, chromium, molybdenum and nitrogen. The earlier stainless steels relied on higher nickel content and lesser percentages of chromium and molybdenum.

At first, conventional austenitic grades, such as 316L, or high chromium-ferritic grades, were utilized. Pitting struck down widespread use of the 316L series and was replaced by higher alloy steels. For example, others, such as the 254 SMO® stainless steel, began aggressively replacing the copper alloy tubes and in some cases the 316L series. The 254 is comprised of 20-percent chromium, 18-percent nickel, 6.2-percent molybdenum and 0.20-percent nitrogen. It has also offered a high level of corrosion resistance at desalination plants without becoming cost-prohibitive.

The most significant breakthrough came after various stainless steels were tested at Scandinavian coastal reactors. In the Avesta paper, the failures of each lesser austenitic grade were checked off. Significant deficiencies included insufficient stress corrosion cracking resistance and resistance to natural seawater. Even titanium tubing was used as an interim measure because it increased total heat transfer by 17 percent, but the metal failed to stand up to high velocity steam and suffered ‘water droplet erosion.’

According to the study, “The only alloy fully resistant to all test conditions was 654 SMO®.” The results at nuclear power plants in Finland and Sweden, along the Baltic Sea, were astonishing! Four important conclusions about this super alloy were reached after the testing.

# Its corrosion resistance could cope with the hostile environments existing inside condenser tubes of desalination plants and power plants.
# Its corrosion resistance was good enough to cop with many other hostile brine and seawater environments.
# Its erosion resistance was advantageous where it was exposed to high velocity streams.
# There was no concern about its heat transfer characteristics.

Nuclear Consumption of Molybdenu

About 48 nuclear reactors are reportedly scheduled for construction by 2013. It may be possible that up to 100 could be constructed by 2020, depending upon political and financial climates. The largest number proceeding through the proposed, planned or construction phases will be located along coastal areas to service the most populated areas. The greatest numbers of new constructions are expected from China, India, Japan, Russia, South Korea and Japan (and possibly the United States).

Existing reactors along coastal areas in Asian countries presently breaks down as follows: Japan (57), South Korea (26), China and Taiwan (19) and India (11). Because these are the most prone to seawater or brackish corrosion, they are also the likely candidates for upgrading existing condenser tubing to high alloy stainless steel. And their new reactors are likely going to be constructed along their coasts, requiring the super austenitic grades. As an aside, of the previously mentioned 190 nuclear power plants which had replaced their condensers with HPSS, 45 percent used fresh water as coolant. Those plants chose the high alloy steel as a ‘fail-safe’ measure to prevent interrupted service or a potential reactor incident.

The United Nations estimates that two-thirds of the planet’s population will be living with water stress by 2025. Global freshwater scarcity may demand the use of brackish or seawater as nuclear reactor coolant. To prevent the accompanying corrosion, the higher-percentage molybdenum alloy, specifically the 654 SMO®, could emerge as the condenser tubing material of choice. Either the 254 SMO® or the 654 would be utilized in desalination plants required to overcome water shortages in the hardest hit areas: North Africa, the Middle East and West Asia.

Typically, nuclear power plant condenser tubing requires approximately 520,000 feet of stainless steel. According to the International Molybdenum Association [IMOA], larger reactors could utilize up to one million feet of stainless steel. With the higher molybdenum grades found in the super alloys, new nuclear reactors could require tens of thousands of metric tons of molybdenum.

By comparison, nuclear waste containers proposed for the Yucca Mountain nuclear waste repository were forecast to consume about 15,000 metric tons of moly. While this project may or may not proceed as planned to the construction phase, the Nuclear Energy Institute [NEI] has proposed regionalized storage of spent fuel.

Should comparably designed storage canisters be utilized to ‘temporarily’ contain the nuclear waste, it is likely molybdenum will play a key role. According to the U.S. Government’s Energy Citation Database, as published by the Department of Energy’s Office of Scientific and Technical Information, “Alloys with combined chromium plus molybdenum contents greater than 30 percent were the most resistant to general and local attack.” This was the conclusion reached after corrosion scouring tests were performed on stainless steel and nickel-based alloys to immobilize high-level, radioactive waste.

Another aspect where high-percentage molybdenum stainless steel would double up is with the expansion of nuclear desalination plants. In the past we have discussed the rise of nuclear desalination across those coastal areas, requiring far more freshwater than can possibly be transported through other means. The World Nuclear Association [WNA] has reported of numerous such desalination projects in progress.

From nearly every energy project – oil, gas, coal and nuclear, and for water, molybdenum demand will continue increasing. Super austenitic grades demand a higher moly content to combat corrosion and provide reliability of service. Of course, there will be substitution in the face of future supply shortfalls. In some instances, there are reports the Russians have substituted vanadium for molybdenum in some of their oil and gas pipelines to conserve on moly consumption. ATI Allegheny Ludlum has argued for the substitution of two-percent manganese for every percent of nickel, but in the lower grade austenitic groups which do not demand the corrosion resistance of energy projects.

While reviewing the anticipated new projects from the molybdenum mining sector, we foresee the high probability of supply inadequacy. Aside from China Moly’s Sandaozhuang molybdenum mine, which the company hopes could produce 28,000 tonnes of molybdenum concentrate this year and perhaps grow by another 17 percent the following year, there is a paucity of new molybdenum projects coming fully online before 2009.

Based upon China’s voracious appetite for molybdenum – one research firm estimated compounded annual growth rate over the previous five years at 17 percent, whatever excess moly production comes from China Moly’s mining efforts could very well be domestically consumed.

Future North American molybdenum producers may need to ramp up their projects to meet the growing demand. During 2006, demand grew above the historical norm of four percent; most of the consumption came from China. This is unlikely to stagnate or decrease, and could interfere with North American and European consumption of molybdenum.

Only one company is scheduled to commence molybdenum mining in 2007, Roca Mines. Because the company is limited to a small-mining permit, anticipated production could not exceed three million pounds. By late 2008, or early 2009, Adanac Molybdenum hopes to commence its start-up efforts to reach eight-figure moly production. Later, Blue Pearl Mining hopes to commence high-grade molybdenum mining at the Davidson deposit in British Columbia. Around this time, the Climax molybdenum mine could re-open and begin production in Colorado. Moly Mines hopes to begin production at the company’s Spinifex project. Possibly, before the decade ends, Idaho General might commence operations in Nevada. Perhaps before those 48 nuclear reactors come online, US Energy’s moly deposit may be mined in Colorado.

Many of these projects are subject to environmental permitting and/or financing, putting any material amount of forecasted supply in jeopardy. And this comes at a time when some experts believe byproduct molybdenum production at copper mines could be constrained. There are many conditional requirements which do not necessarily guarantee a reliable supply from the new breed of primary moly producers. We have witnessed comparable obstacles in the uranium sector, which has since been accompanied by a hyperbolic price rally in this metal.

There could come a time in the molybdenum sector when the silvery white metal could mimic such a breakout scenario. Nearly three years ago, we featured a forecast of US$100/pound uranium. No one believed that prediction at the time. On Friday, TradeTech announced a spot price of US$113/pound.

[Asynchronmaschine]

da
rok t
was
3,23

[segelmaus111]

Antwort auf Beitrag Nr.: 28.838.296 von Asynchronmaschine am 16.04.07 15:43:21

Sprott Molybdenum Fund Set for IPO on April 16

By Todd Flagg
09 Apr 2007 at 06:29 PM GMT-04:00

St. LOUIS (ResourceInvestor.com) -- Sprott Molybdenum Participation Group announced the share prices for its highly anticipated initial public offering worth C$180 million (US$156 million). Shares will sell for C$5 per share.

According to Iryna Gordiyenko, manager of financial reporting for Sprott Molybdenum Participation Corporation, the fund will invest in both miners and molybdenum, which is valued for its strengthening and anti-corrosive properties. She said the company had acquired 3.9 million common shares of the molybdenum fund, representing a 9.94 percent stake.

According to Canadian regulatory filings, among the companies listed in the fund are Blue Pearl [TSX: BLE], Mercator Minerals Ltd. [TSX: ML], and Roca Mines [TSX: ROC.V]. Each unit consists of one common share and one-half of one common share purchase warrant, Gordiyenko said. Warrant holders can buy one common share for C$7.50 in a two-year period from the close of the offering, expected on April 16.

[i-Project]

Für alle die einen Überblick über andere MolyFirmen haben möchte und diejenigen dies interessiert mal auf einen Blick.

Bei Bedarf oder Interesse kann der eine oder andere noch aufgenommen werden.

http://members.a1.net/xmile/Molyperlen.htm

[nussknakker]

Posted by: "llerrad4" [e-mail] llerrad4
Sun Apr 15, 2007 9:55 am (PST)

The real story for moly is DUPLEX stainless steel. As many know there is a change taking place in the manufacture of stainless steel.

The Chinese are building new plants which produce duplex instead of the now common austenitic stainless steel. This trend is also catching on in Europe. WHY? Price is much lower and properties equal or better (for example, same strength but less weight). 316 austenitic uses no moly, but its replacement 2304 duplex uses .3% moly. The savings is in the use of nickel, 10% for 304 but only 4.3% in 2304, cost of Ni+Mo per tonne is $2,061 for 2304 compared to $4,409 for 304 using $20 per lb Ni and $25 moly). This will mean more moly use in the future. The comparison between 316 and 2205 is even better...... 2.3% moly goes up to 3.2% moly. And the cost comparison is $7,000 to $3,968 per tonne. These price savings will drive stainless use to duplex in the U.S. also. This is yet to occur.....but moly use is headed UP.

NK

[Schwabinho]

Schluss auf Tageshoch: 3,23 CAD

[i-Project]

Für alle die gerne alle unsere MolyPerlen auf einen Blick verfolgen möchte eine kleine Hilfe.

http://members.a1.net/xmile/Molyperlen.htm

Kritik und Anregungen sowie Neuaufnahmen von MolyPerlen werden gerne entgegen genommen:

Viel Spass

[Schwabinho]

Roca rockt schon wieder!

Tageshoch 3,33 CAD

[admire]

schöner weltweiter Moly- Vergleich

http://www.miningnerds.com/molybdenum-mining-report-all-coun…

[nussknakker]

Antwort auf Beitrag Nr.: 28.867.702 von admire am 17.04.07 20:31:09

stimmt,
hervorragend !!

NK

[Asynchronmaschine]

Sprott Launches IPO Fully Subscribed and raises $189 Million
Tuesday, April 17, 2007
By Resourcex


Click here for StockHouse Conflicts and Disclosure Policy




Moly lovers get a participation stock
Sprott Molybdenum Participation (TSX: T.MLY, BullBoards) has settled into its second day on the TSX at a comfortable $5.72, up 72 cents from its successful IPO yesterday. On Monday, the company sold 37.8 million units at $5.00 each, bringing in a total of $189 million.

Purchasers received one share and one half of a warrant. Each warrant entitles shareholders to purchase one common share in the fund for $7.50 until April 16, 2009. The IPO was fully-subscribed and saw the agents fully exercise the 5% overallotment option.

According to the Sprott Molybdenum Participation (SMP) website www.SprottMoly.com, Sprott Chairman and Chief Executive Eric Sprott created the fund as an investment holding company that will invest in Molybdenum assets such as the securities of public and private companies, as well as physical molybdenum.

The Sprott Molybdenum Participation fund recently purchased 10% of moly exploration company, International PBX (TSX: V.PBX, BullBoards). Sprott management purchased a total of 20% of the junior, for a total of $7 million.

In April, moly-producer Blue Pearl (TSX: T.BLE, BullBoards) sold three million of its shares at $12 each to Sprott Molybdenum for a total of $36 million in a private placement.

There has been strong interest in the junior molybdenum market recently, with many analysts suggesting further upside in the white metal's price, since little has been added to supply. The molybdenum market is considered very tight.

According to SMP director Denis Battrum's March 2007 essay, "Structural Changes in Molybdenum Demand," "Molybdenum is undergoing significant structural change on both the supply and demand sides which makes a return to earlier price structures unlikely."

Doug Hadfield is the Chief Editor of the Resourcex Investor, an internationally distributed newsletter specializing in identifying as-yet-undiscovered resource companies representing the best in their class. For more information, visit the website www.resourcexinvestor.com.

[turbozertifikat]

Wie kann man nur seine Aktien zu diesen Kursen verschenken, ich frag mich bloss für was denn diese Leute überhaupt gekauft haben, und dann noch diese hohen (500) Stückzahlen

[MickyMouse1]

Antwort auf Beitrag Nr.: 28.882.411 von turbozertifikat am 18.04.07 17:21:16

2 Dinge dazu:

1. Das sind diejenigen die Angst um ihr Taschengeld haben
2. Die wirklich gut investierten geben kein Stück aus der Hand, wenn die Korrektur endlich mal weiter runtergehen würde so in den Bereich < 1.50, dann würde ich gerne noch einmal 10000 kaufen. Aber bisher tut mir die Aktie diesen gefallen nicht und ich halte weiterhin nur meine 10000 Stück.

Roca - einer der sichersten Moly-Plays auf dieser Erde, da bald Producer, mit dem vielleicht aktuell grössten Ferro-Moly-Vorkommen der Welt (wissen wir nach dem Tiefendrilling)

[beautifulmind]

Antwort auf Beitrag Nr.: 28.867.702 von admire am 17.04.07 20:31:09

klasse webside. Danke für die Info!

[Asynchronmaschine]

[nussknakker]

Antwort auf Beitrag Nr.: 28.894.078 von Asynchronmaschine am 19.04.07 09:56:29

....hm.... der Haufen ist mittlerweile 3 mal so groß

NK

[Aderlass]

Antwort auf Beitrag Nr.: 28.886.995 von MickyMouse1 am 18.04.07 20:45:55

Dass einige hier immer mit ihren Stückzahlen protzen müssen.
Ein weiser Mann hat mal gesagt "Über Geld redet man nicht, Geld hat man!"

[Albiwan]

So jetzt bin ich auch dabei.......
Nur etwas habe ich beim durchlesen nicht so verstanden, ist Sprott auch dabei oder interessiert er sich nur für Roca?

[draganj]

sprott ist auch dabei, roca ist im fonds enthalten

[admire]

Hier mal eine Info zu der heutigen Insg. Molyentwicklung


alle Molywerte zur Zeit noch scglecht...
Symbol Name Last Change CuVol
ARG.TO Amerigo Resources Inc 3.03 -0.07 511511
AUA.TX Adanac Molybdenum Corporation 2.26 -0.03 345295
AZC Augusta Resource Corp Com New 2.14 -0.01 63500
BLE.TO Blue Pearl Mining J 16.36 -0.54 2203732
CBS.TX Bard Ventures Ltd 0.20 -0.01 1264800
CYU.TX Columbia Yukon Explor Inc 1.45 0.00 82412
GMO Idaho Gen Mines Inc 6.20 0.05 523500
GWY.TX Galway Resources Ltd. 1.50 -0.01 51175
KBX.TX Kobex Res Ltd 3.02 -0.13 54900
ML.TO Mercator Minerals J 5.53 -0.32 402796
MOL.TO Moly Mines Ltd Ord J 4.18 -0.27 839230
MOR.TX Molycor Gold Cp 0.30 -0.01 97000
NAK Northern Dynasty Minerals Lt Com New 12.03 -0.26 418700
NCV.TX New Cantech Ventures Inc 1.10 -0.07 313004
QUA.TO Quadra Mining Ltd 12.41 -0.42 1976493
ROK.TX Roca Mines Inc 2.93 -0.12 422480
USEG U S Energy Corp Wyo 5.94 -0.11 122901
VGM.TX Virgin Metals Inc. 0.51 -0.05 232000
WRY.TX Western Troy Capital Res Cp 1.01 0.01

[admire]

Antwort auf Beitrag Nr.: 28.906.404 von admire am 19.04.07 19:58:18

tausche ein g für ein h

[draganj]

Roca-Übernahme durch Blue pearl noch in diesem Jahr? Was meint ihr?

[nussknakker]

Antwort auf Beitrag Nr.: 28.921.921 von draganj am 20.04.07 17:30:13

ganz sicher doch,

ach ja, die Erde ist eine Scheibe oder ???

NK

[i-Project]

Für alle die gerne alle unsere MolyPerlen auf einen Blick verfolgen möchte eine kleine Hilfe.

http://members.a1.net/xmile/Molyperlen.htm
Kritik und Anregungen sowie Neuaufnahmen von MolyPerlen werden gerne entgegen genommen:

Viel Spass und Steuerfreie Gewinne

[admire]

Zur Info Sprott Molybdenum Corporation

Sprott Molybdenum Participation Corporation announces net asset value as at April 20, 2007


09:47 EDT Monday, April 23, 2007

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE

UNITED STATES/


TORONTO, April 23 /CNW/ - (TSX: MLY) - Sprott Molybdenum Participation Corporation (the "Corporation") announces that its net asset value as at April 20th, 2007 is $220 million or $5.27 per common share. The fair market value of securities of companies that explore for, mine and/or process molybdenum held by the Corporation (the "Portfolio Investments") is $131 million and $105 million is invested in cash and money market securities. Gross appreciation in the value of Portfolio Investments since January 1, 2007 is $34 million.

The investments made by the Corporation to date were primarily purchased on a private placement basis and are therefore subject to certain hold periods pursuant to applicable securities laws. While these investments are restricted from resale, the securities will be valued at a price that is discounted from the market price of such securities. The total discount from market price is approximately $31 million before income taxes and fees.

The Corporation calculates its net asset value and the fair market value of the Portfolio Investments at 4:00 p.m. (Toronto time) on the last day of each week that the Toronto Stock Exchange is open for business.


<<
Top Ten Holdings (as at April 20, 2007)
---------------------------------------
1. Blue Pearl Mining Ltd.
2. Idaho General Mines Inc.
3. Roca Mines Inc.
4. Mercator Minerals Ltd.
5. Moly Mines Ltd.
6. International PBX Ventures Ltd.
7. Torch River Resources Ltd.
8. Virgin Metals Inc.
9. Inca Pacific Resources Inc.
10. Western Troy Capital Resources Inc.
>>


As at April 20th, 2007, the Corporation has entered into commitments to invest an aggregate of $25.5M in additional Portfolio Investments. The Corporation is also currently in negotiations to purchase physical molybdenum.


About Sprott Molybdenum Participation Corporation


Sprott Molybdenum Participation Corporation is an investment holding company created to invest in molybdenum assets. The primary investment objective of the Corporation is to achieve capital appreciation by investing in securities of private and public companies that explore for, mine and/or process molybdenum and by investing in, holding, selling and otherwise transacting in all commercial forms of molybdenum. It is not an investment strategy of the Corporation to actively speculate with regards to short-term changes in molybdenum prices. The Corporation's investment mandate is intended to provide investors with the opportunity to invest in a diversified portfolio of securities of private and public companies that explore for, mine and/or process molybdenum as well as commercial forms of molybdenum. Additional information about the Corporation is available on SEDAR at www.sedar.com and on the Corporation's website at www.sprottmoly.com.


This press release may contain forward-looking statements, which reflect the Corporation's current expectations regarding future events. These forward-looking statements involve risks and uncertainties that may cause actual results, events or developments to be materially different from any future results, events or developments expressed or implied by such forward-looking statements. Such factors include, but are not limited to, changing market conditions, commodity prices, foreign investment risk, potential volatility of molybdenum prices, which are influenced by general economic, political and market considerations, industry risks, trading costs, competition from substitutes to molybdenum and other risks detailed from time to time in the Corporation's ongoing quarterly and annual reporting. The Corporation undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Past performance is not indicative of future performance.


For further information: please contact Investor Relations at 1-888-362-7172

[Asynchronmaschine]

aktuelle präsentation
http://www.rocamines.com/i/pdf/ROK-ppt.pdf

[Asynchronmaschine]

Molybdenum: Its Time has come to Rally… Print E-mail
Written by Ian L. Cooper
Tuesday, 24 April 2007

Overview: With nickel climbing so ferociously over the last year, the momentum has begun spilling into molybdenum, another metal (like nickel) that can enhance the corrosion resistance in stainless steel (about 10% of the world stainless steel production utilizes molybdenum). Molybdenum is used with chromium to augment corrosion resistance.
Editor, Red Zone Profits

Commodities have retaken the headlines, with red-hot nickel nailing new highs. In fact, commodities are so hot that the Rogers International Commodity Index has already tacked on about 20% in value this year alone. But what’s with nickel?

Nickel has been scalding hot (up 45% in price), more than any other London Metal Exchange- traded metal. It’s now four times the price of copper and stands as the most profitable of all metals to mine, all while nickel inventories trade at lows. But that run is far from over. Not as long as nickel inventories are expected to remain tight up to 2010; not while mining companies have problems expanding capacity to meet demand from China’s stainless steel makers; and not as long as China’s nickel demand is expected to rise 33% by 2011 from 2006’s 18% demand.

You see, nickel is a vital ingredient in stainless steel. In fact, two-thirds of the world’s nickel supply is used in stainless steel production. Stainless steel isn’t just used for high-end kitchen appliances and car parts. It’s also crucial to natural gas and oil pipeline builders because it doesn’t corrode. And wouldn’t you know it… China has recently earned the distinction of the world’s largest stainless steel producer.

In 2006, China produced over 5 million tons of stainless steel. That was a 60%, or 3 million ton, increase over its 2005 totals. That growth more than quadrupled the world average of 14%. It’s a fact -- China is fueling demand for nickel in a way that we’ve never experienced. And the smart money is going to follow this trend as long as it continues, which is for the foreseeable future.

More of a reason to own nickel-related stocks is that low supply levels are expected to keep the market “tight” right up to 2010, with this year’s average prices already forecast to soar another 34%. In fact, according to MarketWatch.com, “Consumption growth will slow to 2.9% in 2007, down from 11.9% last year but expected to rebound again to 7.4% in 2008.”

The smart bet on the commodity super cycle is nickel. Keep an eye on it.

Investing in Nickel: Giving Rally to Molybdenum
Ancient Greek “Secret” Turns $5,000 into $519,645… In Just Four Years… You can become a part of this exceptional group by taking a 90-day, risk-free test drive of this powerful trading system.
click here...

Those who missed the nickel and uranium runs can take comfort in knowing that molybdenum is the next super-hot investment. This is the metal that can resist heat, cold, and corrosion better than steel.

And thanks to increased demand from the likes of, you guessed it, China -- the white-hot metal has been soaring since January. In part, China can be blamed for the supply issue. You see, back in 2005, Hubei residents blamed molybdenum mines for poisoning the Chaoshui River. In response, rioters destroyed about 200 molybdenum mines, crippling global supply.


As of today, molybdenum interest is so heavy that the London Metal Exchange announced plans for a molybdenum market, which should fuel more interest in molybdenum-related companies, such as:

Moly Mines (listed on the Australian Stock Exchange and Toronto)…
A global commodities boom... a desperate world superpower... an inevitable Chinese "partnership" and...
The 22-cent company that broke a 30-year lockdown and pushed "The Project" back on line.
How this tiny micro-cap miner grabbed the rights to re-open a classified hot zone of precious metals and could deliver you at least 809% by the end of October 2007.

For the specific details,
click here...

Blue Pearl (BLO.TO), which, according to reports could produce as much molybdeunum in 2007 as Cameco produces uranium. Blue Pearl, the largest publicly traded molybdenum producer, has plans to mine about one- fifth of the world’s molybdenum this year alone…

Idaho General Mines Inc. (GMO) is permitting and developing the Mount Hope project, a project estimated to hold 1.2 billion pounds of recoverable molybdenum. Once in production, the mine is expected to produce approximately 30-35 million pounds of molybdenum annually, which potentially positions Mount Hope as one of the world’s largest and lowest cost molybdenum producers.

Investing in Commodities: Nickel Gain Is Molybdenum’s Gain

With nickel climbing so ferociously over the last year, the momentum has begun spilling into molybdenum, another metal (like nickel) that can enhance the corrosion resistance in stainless steel (about 10% of the world stainless steel production utilizes molybdenum). Molybdenum is used with chromium to augment corrosion resistance.

And while molybdenum deposits are more common than that of nickel, there’s still the problem of short-term supply for a $12 billion molybdenum market. And there’s no shortage of demand. In fact, global demand for molybdenum has been growing at a 4% clip every year for the last 50 years. In China, alone, demand for the metal shot up some 20%.


Plus, consider this -- nuclear plants, depending on their design, will require between 500,000 and 800,000 pounds of molybdenum, according to MarketWatch.com.

While the prospects of higher nickel prices are up in the air, one thing’s for certain. Global production will continue to struggle, as demand continues to mushroom. The $30-plus metal, in our opinion, has a real shot of running to historical highs of $40 and beyond given the increased demand from the likes of China.
Investing in Commodities: How to Invest in Molybdenum

As I stated above, these are the stocks to watch:

Moly Mines (listed on the Australian Stock Exchange and Toronto)…

Blue Pearl (BLE.TO), which, according to reports could produce as much molybdeunum in 2007 as Cameco produces uranium. Blue Pearl, the largest publicly traded molybdenum producer, has plans to mine about one-fifth of the world’s molybdenum this year alone…

Idaho General Mines Inc. (GMO) is permitting and developing the Mount Hope project, a project estimated to hold 1.2 billion pounds of recoverable molybdenum. Once in production, the mine is expected to produce approximately 30-35 million pounds of molybdenum annually, which potentially positions Mount Hope as one of the world’s largest and lowest cost molybdenum producers.
There you have it. Even if you missed the nickel and uranium runs, welcome to molybdenum’s 2007 bull market.

[Vinyard]

Steht jetzt eigentlich schon ein definitiver Produktionsstart fest?

[beautifulmind]

wird Zeit, daß RM aus dem Schattensein herauskommt und endlich
wieder selbstständig Fahrt gewinnt
Ich hoffe nicht, daß der Anstieg seit März nur der Sprott'sche
Einkauf war

[Aderlass]

So langsam geht mir das Papier auf den Geist.

Wenn sich da nicht bald mal was bewegt, geh ich raus.
Auch in Kanada scheint es nur eine Richtung zu geben. Die nach Süden.

[Der_Norweger]

Antwort auf Beitrag Nr.: 29.017.013 von Aderlass am 26.04.07 16:51:19

Gefunden und reingestellt.

http://www.kitco.com/pr/1732/article_04262007182706.pdf


Neu vom Datum - 26.04.

[draganj]

Antwort auf Beitrag Nr.: 29.017.013 von Aderlass am 26.04.07 16:51:19

lass dich doch nicht rausschaukeln, hier mußt du mittelfristig denken. Roca hat einen riesenvorteil gegenüber vielen adneren moly-firmen:die produktion wird sehr bald aufgenommen (sommer). die anderen brauchen dafür noch jahre! und wennes dann mal läuft, dann läuft es dick, und wenn die neuen bohrergebnisse kommen noch dicker. Roca wird zu unrecht ignoriert in D

[admire]

[admire]

Ein, wie ich finde, ganz interessanter Artikel aus dem BPM Board .

Sehr geehrte Leserin, sehr geehrter Leser,

immer wieder erreicht uns die gleiche Frage per Email: Kommt es im Mai zum Ausverkauf an den Aktienmärkten? Wir haben dieses Thema mit technischen Analysten, Händlern in Frankfurt und Investmentbankern besprochen.

Es gibt einige Anzeichen dafür, dass es bei den Standardwerten im Zuge der überkauften Situation zu einer starken Konsolidierung kommen kann. Im Moment nährt die Hausse noch die Hausse und von Konsolidierung ist bei Dax und Dow noch nichts zu sehen. Doch wie immer kommt die Baisse, wenn alle am euphorischsten sind und keiner an Kurseinbrüche glaubt.

Die Rohstoffe und im Besonderen die Edelmetalle haben schon eine gute Korrektur hinter sich, was sich am Markt in den Kursabschlägen und dem geringen Volumen zeigt. Aber noch kann nicht von einer Entwarnung gesprochen werden. Eher wird es weiterhin einen hektischen Handel und Verunsicherungen geben, die über die nächsten Wochen noch anhalten.

An dieser Stelle sei aber gesagt, dass es für uns im Sinne unserer Leser keine Notwendigkeit gibt, Depotpositionen abzubauen, um einige Prozente Performance zu sichern.

Wie die Vorjahre gezeigt haben, sind diese Irritationen und Kursabgaben kurzfristiger Natur. Wir befinden uns weiterhin in der bisher gewaltigsten Rohstoffhausse und gerade bei den Edelmetallen stehen uns die exzessiven Kursanstiege noch bevor. Nach der unsicheren Phase, die wir bereits durchleben, wird es spätestens in der Mitte des Jahres zu den üblichen Kursberuhigungen kommen, die in der Folge zu starken Anstiegen führen. Solange die Rohstoffhausse intakt ist, und die wahren Experten am Markt rechnen minimal mit weiteren drei bis fünf Jahren, machen wir uns wegen kurzzeitiger Marktschwankungen von wenigen Wochen keine Sorgen.

Bei den Börsenprofis heißt es immer: Die Zeit der stärksten Schmerzen am Markt ist die beste Zeit zum Einsammeln. Seien Sie also nicht erschüttert, genervt oder gelangweilt, sondern nutzen Sie in aller Ruhe die nächsten Wochen zum Kauf.

Dazu noch ein Tipp: Wer sich mit der Rohstoffhausse im Detail beschäftigt und die Zusammenhänge versteht, kann die kurzfristigen Schwankungen werten und wird auch in dieser Zeit gelassener sein, während andere Marktteilnehmer hektisch sind und der Verzweiflung nahe. Lehnen Sie sich zurück und genießen Sie gelassen diese Hausse, denn die kleinen Schwankungen sind nur ein Zwinkern in deren Verlauf!

Lassen Sie sich vom Markt, den normalen Schwankungen und manchen Marktteilnehmern nicht nervös machen. Prüfen Sie selbst die Fakten, denn es geht um Ihr Geld!

Mit allen guten Erfolgswünschen!
Ihr
Eric H. Baumgartner & Team
Profi-ler. Wir sind für Sie da!

[admire]

Antwort auf Beitrag Nr.: 29.112.840 von admire am 03.05.07 14:49:45

<< Top Ten Holdings (as at April 20, 2007)

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

1. Blue Pearl Mining Ltd.

2. Idaho General Mines Inc.

3. Roca Mines Inc.

4. Mercator Minerals Ltd.

5. Moly Mines Ltd.

6. International PBX Ventures Ltd.

7. Torch River Resources Ltd.

8. Virgin Metals Inc.

9. Inca Pacific Resources Inc

. 10. Western Troy Capital Resources Inc.


Quelle: http://www.stockhouse.com/blogs.asp?page=viewpost&blogID=318…

[admire]

Antwort auf Beitrag Nr.: 29.112.882 von admire am 03.05.07 14:52:10

Eine interessante Seite aus dem Hause Sprott


http://www.sprottmoly.com/Sprott_Moly_Investor_Presentation_…

[admire]

guten morgen,

noch keine Umsätze zu sehen?

[Asynchronmaschine]

bald gehts los in der mine
die beschäftigen haben bereits die notfallausrüstung + dazugehörige einweisung erhalten
bald sind wir ein moly produzent
kein großer
aber ein feiner

[beautifulmind]

bin 'mal gespannt, wie lang die Seitwärtsbewegung bei den Moly-Aktien noch anhält

[nussknakker]

Antwort auf Beitrag Nr.: 29.130.362 von beautifulmind am 04.05.07 12:48:16

wie bitte ???
Seitwärtsbewegung ??

Hast Du gestern zum ersten Mal Moly-Aktien angeschaut ?
Das Metall Moly marschiert seit 1 1/2 Jahren unaufhörlich nach vorne.
Und mit ihm die Aktien seriöser (!!!!!) Produzenten und
Explorer.

Michail Gorbatschow: "Wer zu spät kommt, den bestraft das Leben."

have a nice day und steh einfach früher auf.
Lies alles über Rohstoffe was Du in die Finger kriegen kannst und
dann kratz sämtliche Spargroschen zusammen.
Kauf alle die, über die Du Dich informiert hast und höre nicht auf Analysten.
Make your own Due Dilligence.

NK

[eric_4]

Antwort auf Beitrag Nr.: 29.146.975 von nussknakker am 05.05.07 10:09:39

Hi nussknakker,

guter Beitrag, also hast du den Super-Rohstoff-Zyklus auch bereits etwas früher erkannt...

Molybdän wird extrem davon profitieren, ich setze in diesem Zusammenhang seit Herbst 2006 insbesondere auf Blue Perl, Tenajon und Roca Mining, folge quasi Sprotts Spuren und ick kann mich über gute Performence echt nicht beklagen, aber wir sind ja erst am Anfang dieser Story.....

In diesem Sinne, weiter alles Gute...

Gruss
eric_4

[admire]

netter Bericht über Rohstoffe allg.

04.05.2007 "China ist auf dem Weg zur Supermacht des 21. Jahrhundert und wird die gleiche Rolle spielen wie England im 19. und die USA im 20. Jahrhundert", ist Börsenguru Jim Rogers überzeugt. Um vom Aufstieg Chinas zu profitieren, sollten Anleger in Rohstoffe investieren, so Rogers. Von chinesischen Aktien rät er jedoch eher ab.
Jim Rogers gilt als einer der profiliertesten Marktbeobachter der Gegenwart. Einen Grossteil seiner Glaubwürdigkeit hat sich der Amerikaner mit seinem eigenen Werdegang erworben. Bereits mit 37 Jahren hatte er sich seinen Kindheitstraum verwirklicht, nämlich spätestens mit 40 genügend Vermögen auf der Seite zu haben, um in Frührente zu gehen. Möglich wurde dies dank dem Quantum Hedge Fund, den er zusammen mit George Soros ins Leben gerufen hatte und der innerhalb eines Jahrzehnts um über 4000 Prozent zulegte. Fortan betätigte sich Rogers als Bestsellerautor, als Gastprofessor an der Columbia University und als Globetrotter, indem er zweimal rund um die Welt reiste, einmal per Motorrad, einmal per Auto. Der breiten Anlegerschaft ist Rogers vor allem bekannt als Rohstoff-Guru. Sein Credo lautet, dass sich die Rohstoffe einem langfristigen Bullenmarkt befinden, der noch gut und gerne zehn oder mehr Jahre anhalten werde. Mit seiner Aussage, die wie so oft im Widerspruch zur Mehrheit der Analysten steht, hat er bisher ebenfalls reichlich Geld verdient. So ist der von ihm geschaffene "Jim Rogers International Commodity Index“ seit 1998 um 250 Prozent gestiegen.

Ähnlich dezidiert ist seine Meinung zum Potenzial Chinas, das gemäss Rogers dabei sei, zur Supermacht des 21. Jahrhunderts aufzusteigen. Rogers Glaube an den Aufstieg Chinas ist so gross, dass er bei der Geburt seiner Tochter eine chinesische Nanny eingestellt hat, damit sein Nachwuchs gleich von der Wiege auf Chinesisch lernt. "In Focus“ traf Jim Rogers Ende März in Hong Kong, anlässlich der von der Credit Suisse organisierten Asian Investment Conference, wo Jim Rogers eine seiner launigen und äusserst unterhaltsamen Reden hielt.

Andreas Thomann: Herr Rogers, wie steht es um das Chinesisch Ihrer kleinen Tochter?
Jim Rogers: Sehr gut. Sie ist erst knapp vier Jahre alt, doch sie spricht es bereits wie ihre Muttersprache. Ich habe ihr gerade 25 DVD’s auf Chinesisch gekauft, denn die sind in New York schwer aufzutreiben. Meine Tochter darf zuhause kein Fernseh schauen. Alles was sie kriegt, sind chinesische Geschichten auf DVD.

Ziemlich unkonventionelle Erziehungsmethoden.
Bestimmt. Doch für mich war klar: Wer im Jahr 2003 geboren ist, dem kann ich nichts Sinnvolleres auf den Weg geben als perfekte Kenntnisse in Mandarin.

Bei so viel Bewunderung für China müssten Sie eigentlich schon längst hierher gezogen sein?
Ich trage mich tatsächlich mit dem Gedanken. Ich würde sehr gerne nach China ziehen, weshalb ich im Moment versuche, mein Haus in New York zu verkaufen. Die Zukunft ist hier.

Was macht Sie so zuversichtlich?
China hatte viele erfolgreiche Phasen im Laufe seiner Geschichte. Es gab natürlich auch katastrophale Etappen. So gab es einen fast 300-jährigen Abstieg, der erst im Jahr 1978 endete, als Deng Xiaoping das Ruder übernahm und den Kapitalismus sowie freies Unternehmertum wiedereinführte. Aus welchem Grund auch immer scheinen die Chinesen sehr erfolgreiche Kapitalisten zu sein. Sie arbeiten hart, sparen viel und investieren ebenso viel. Sie wissen, wie Sie in der Schweiz leben. Und sie wollen genauso leben. Dafür sind sie bereit, so hart wie nötig zu arbeiten und so viel wie nötig zu sparen und zu investieren. Es gibt 1,3 Milliarden Chinesen in China, dazu kommen mehrere 100 Millionen, die ausserhalb Chinas leben, ausgestattet mit reichlich Know-how und Kapital, das sie nun ins Land zurückfliessen lassen, um es weiter zu entwickeln. Es passt einfach alles zusammen.

China kämpft schon jetzt mit beträchtlichen Umweltproblemen, obwohl der Pro-Kopf-Konsum noch bescheiden ist und beispielsweise erst eine Minderheit der 1,3 Milliarden Chinesen ein Auto hat. Stellt die Umwelt nicht ein mögliches Hindernis für die Entwicklung Chinas dar?
Natürlich wird es massive Auswirkungen auf die Umwelt haben, wenn 1,3 Milliarden Chinesen Auto fahren, eine Klimaanlage besitzen, modische Kleider kaufen oder ihre Essgewohnheiten umstellen. Ist das ein Problem? Ich weiss es nicht, ich bin kein Wissenschaftler. Schliesslich gibt es viele Leute, die behaupten, dass Autos keinen Einfluss auf den Kimawandel haben. Doch es besteht kein Zweifel: Wenn 1,3 Milliarden Konsumenten in den Weltmarkt treten, so hat das auf alle Fälle grosse Konsequenzen – welcher Art auch immer. Betrachtet man Asien als Ganzes, sind es sogar 3 Milliarden neuer Konsumenten.

Warum gibt’s eigentlich keine Jim Rogers Investment Fund für China?
Nun, ein solcher Anlagefonds würde mich zwingen, wieder zu arbeiten (seufzt) und es gibt einfach zu viele Dinge, die mir viel mehr Spass machen.

Wie können Anleger vom Aufstieg Chinas profitieren?
Die beste Art vom Aufstieg Chinas zu profitieren ist es, Rohstoffe zu kaufen. Denn die Chinesen BRAUCHEN Rohstoffe. Wenn Sie Nickel besitzen, dann werden Sie die Chinesen pünktlich bezahlen, sie werden nett zu Ihnen sein, Sie zum Abendessen einladen. Sie können natürlich auch Aktien von Rohstofffirmen kaufen und wenn Sie gut darin sind und die richtigen Aktien kaufen, werden Sie ein Vermögen machen in China. Aber dann müssen Sie sich Sorgen machen um den Aktienmarkt, das Management, die Zentralbank, die Gewerkschaften und hundert andere Dinge. Wenn Sie einfach nur Nickel kaufen, müssen Sie sich um all das nicht kümmern.

Lässt sich Ihr Optimismus auch auf Indien übertragen?
Überhaupt nicht. Indien hat ein fürchterliches Wirtschaftssystem. Freilich verfolgen die indischen Politiker die richtigen Konzepte und versuchen diese auch umzusetzen. Doch vieles scheitert an der Praxis, sprich an der durch und durch antikapitalistischen Bürokratie. So hat Indien kürzlich seine Rohstoffmärkte geschlossen mit der Begründung, dass sie an der galoppierenden Inflation schuld seien, was natürlich völlig verrückt ist. Die Preise klettern in Wahrheit nur deshalb nach oben, weil die Regierung viele Fehler macht und reichlich Geld druckt. Doch Politiker suchen die Schuld lieber bei den bösen Kapitalisten als bei sich selbst. Gegen Indien spricht auch die schlecht ausgebaute Infrastruktur. Ein Beispiel: Im Hafen von Schanghai allein wurden letztes Jahr 21 Millionen Container verladen. In sämtlichen Häfen Indiens wurden dagegen bloss 5 Millionen Container verladen. Indien ist nichts für Investoren, dafür ist es ein wunderbares Land für Touristen. Wenn Sie nur ein Land auf der Welt besuchen könnten, dann würde ich Ihnen empfehlen, nach Indien zu gehen.

Denken Sie, dass der Aufstieg Chinas eine Win-Win-Situation für den Westen darstellt?
Der Aufstieg irgendeines Landes sollte im Prinzip eine Win-Win-Situation darstellen. Unglücklickerweise lehrt uns die Geschichte das Gegenteil: Oftmals, wenn ein neues Land wirtschaftlich aufstieg, führte das früher oder später zum Abstieg der bisher dominierenden Länder. Hoffentlich tritt dieser Mechanismus noch nicht so schnell in Kraft. Aber es gibt leider überall unfähige Politiker, die verrückte Dinge tun.

Gibt es Länder, die eher unter einem erstarkenden China leiden könnte als andere?
Ja bestimmt, die USA leiden schon jetzt unter dem Aufstieg Chinas, umgekehrt ist man in Japan und Europa begeistert von dieser Entwicklung. Japan hat ein riesiges Handelsvolumen mit China, Europa ebenso, und beide haben auch einen Handelsüberschuss gegenüber China. Auch Vietnam und Südkorea verdanken ihren gegenwärtigen Boom teilweise der Tatsache, dass sie einen immer reicheren Nachbarn haben. Eigentlich müssten auch die USA profitieren, doch die haben das noch nicht begriffen.
Quelle :
http://emagazine.credit-suisse.com/app/article/index.cfm?fus…

[admire]

Von Folker Dries / www.faz.net

10. Mai 2007

Fünf Jahre Rohstoffhausse haben die Aktienkurse der Bergbaukonzerne in unbekannte Sphären klettern lassen. Doch die Branche birgt immer noch Phantasie, sagen Fachleute - genauer gesagt: Fusionsphantasie. Selbst das bisher Undenkbare wird langsam denkbar: eine Fusion unter den Giganten der Branche. Seit Tagen kursiert im Markt hartnäckig das Gerücht, der größte Bergbaukonzern der Welt, BHP Billiton, wolle die Nummer drei der Branche, Rio Tinto, für umgerechnet gut 100 Milliarden Dollar schlucken.


Allein am gestrigen Mittwoch stieg die Aktie von Rio Tinto in London um 10,7 Prozent und erreichte ein Rekordhoch. Die Verwaltung von Rio Tinto teilte zwar auf Anfrage der australischen Börsenaufsicht mit, dass sie von einem Übernahmeversuch durch BHP Billiton nichts wisse. Der Spekulation tat das keinen Abbruch. Wo Rauch ist, ist auch Feuer, hieß es im Handel.


Wöchentlich eine neue Milliardenübernahme


Dass sich das Gerücht so hartnäckig hält, hat sicher auch damit zu tun, dass kaum noch eine Woche vergeht, in der in der immer noch stark zersplitterten Rohstoffbranche nicht eine Milliardenübernahme auf den Weg gebracht wird. Erst am Montag kündigte der amerikanische Aluminiumkonzern Alcoa eine feindliche Übernahmeofferte im Wert von 33 Milliarden Dollar für die kanadische Alcan an. Und in der vergangenen Woche bot der russische Bergbaukonzern Norilsk Nickel 4,8 Milliarden Dollar für den Minenbetreiber Lionore und eröffnete damit einen Bieterkampf mit der schweizerischen Xstrata.


Da sich viele Rohstoffpreise, vor allem die der Industriemetalle, in den vergangenen Jahren vervielfacht haben und in der Folge auch die Aktienkurse der Bergbaukonzerne dramatisch gestiegen sind, ist in der Branche auf den ersten Blick kein Zwang zur Konsolidierung gegeben. Doch im Bergbau ist größer in der Regel besser, sagen Fachleute. Durch die Schaffung oligopolähnlicher Strukturen wächst die Verhandlungsmacht der Konzerne und damit der Spielraum in der Preisgestaltung. Bestes Beispiel dafür ist der Markt für Eisenerz, den wichtigsten Rohstoff der Stahlindustrie. Dieser wird zu mehr als 70 Prozent von drei Herstellern kontrolliert, die den Stahlherstellern die Preise regelrecht diktieren.


Hoher Marktanteil wäre keine unüberwindbare Hürde


Neben dem brasilianischen Marktführer Companhia Vale do Rio Doce (CVRD) sind dies BHP Billiton und Rio Tinto. Würde BHP Billiton seinen britisch-australischen Rivalen Rio Tinto übernehmen, würde der von Melbourne aus gesteuerte Konzern wie CVRD mehr als ein Drittel des Weltmarktes für Eisenerz kontrollieren. Zwar könnte diese Konzentration in manchen Regionen, vor allem in Asien, Kartellbehörden auf den Plan rufen. Eine unüberwindbare Hürde wäre der hohe Marktanteil aber nicht.


Clarke Williams, ein Analyst der Citigroup, machte dieser Tage Schlagzeilen, indem er die Vorzüge eines Zusammengehens von BHP Billiton und Rio Tinto pries. Er schätzt die Chancen von BHP auch deshalb so gut ein, weil der größte Bergbaukonzern der Welt, 2001 aus der Fusion der australischen BHP mit der britischen Billiton hervorgegangen, wie Rio Tinto eine duale Struktur hat, also gleichermaßen in Großbritannien und Australien verankert ist. Australien zeigte sich in den vergangenen Jahren nicht sehr willig, ausländischen Unternehmen Bodenschätze zu überlassen.


BHP-Billiton-Börsenwert bei 145 Milliarden Dollar


Analystenschätzungen zufolge dürfte Rio Tinto im nächsten Jahr die Hälfte seiner Gewinne mit Eisenerz erzielen. Nicht zuletzt wegen dieser starken Präsenz in diesem hochprofitablen Markt dürften aber auch andere Bergbaukonzerne wie Anglo-American oder Xstrata an Rio Tinto interessiert sein. Sie könnten wegen ihrer deutlich geringeren Marktkapitalisierung aber allenfalls mit Hilfe von Finanzinvestoren eine solche mindestens 100 Milliarden Dollar teure Übernahme stemmen.


BHP Billiton hingegen kommt derzeit auf einen Börsenwert von rund 145 Milliarden Dollar. Würde BHP Billiton einen Aktientausch mit Rio Tinto bewerkstelligen, entstünde ein Bergbaukonzern mit einer Marktkapitalisierung von rund 250 Milliarden Dollar. Der Rohstoffriese wäre damit etwas höher bewertet als der Ölkonzern Royal Dutch Shell oder der russische Energieriese Gasprom.

[beautifulmind]

ich denke, nach den Q1-Zahlen von Blue Pearl alias TCM tritt auch
hier wieder die Wende ein..

[Broker_Hans]

Roca ist ein stolzer Förderer von und wird bei der New York harte Wert-Investition-Konferenz ausstellen, die am 14. Mai gehalten werden u. bei 15, 2007 am New York Marriott Marquise Hotel. Standzahl Rocas ist 213.

[Asynchronmaschine]

neue fotos
http://www.rocamines.com/s/MAXPhotos.asp?ReportID=170966

[Asynchronmaschine]

[admire]

Antwort auf Beitrag Nr.: 29.323.156 von Asynchronmaschine am 15.05.07 12:46:09

hi Grüß dich ,ein netter Chart.Wo kann ich so etwas erstellen?

[Asynchronmaschine]

http://bigcharts.marketwatch.com/

oben kürzel eingeben
CA:ROK
advanced chart anklicken

auf der linken seite erscheinen dann die einstellmöglichkeiten

ist wirklich ne feine sache

[admire]

Antwort auf Beitrag Nr.: 29.331.404 von Asynchronmaschine am 15.05.07 19:30:35

Danke dir für den Hinweis

[beautifulmind]

Wenigstens diese Aktie hält sich relativ stabil..
@ Asynchronmaschine: gibt es News zum Produktionsbeginn? Was kam
bei der Präsentation heraus?

[Asynchronmaschine]

http://www.rocamines.com/i/pdf/RO_Roca_May_2007-1.pdf

[admire]

ist doch mal ein guter Abschluß heute..

ich würde sagen ein schönes Wochenende

[admire]

Sehr nette Vergleiche Molyminen
kann vergrößert werden

[admire]

Antwort auf Beitrag Nr.: 29.391.148 von admire am 20.05.07 12:52:35

so sollte es sein

http://usera.imagecave.com/scam/MolyPlay.bmp.jpg

[beautifulmind]

Antwort auf Beitrag Nr.: 29.391.154 von admire am 20.05.07 12:53:40

Hallo admire,
schöner Vergleich und klasse Graphik!
Geht auch von dem ersten Posting aus, wenn man den Zeiger auf sie
hält. Rechts erscheint dann eine Vergrößerungstaste.
Wie macht man das?War die integriert?
Gerne über BM.

[Asynchronmaschine]

wer hat diese daten zusammengestellt?
etliche zahlen stimmen nicht
es wäre sicherlich sinnvoll
nur wirklich richtige zahlen zu veröffentlichen
bei mercator und roca stimmt die anzahl der aktien nicht
bei mercator sind die molyreserven viel zu hoch
oder hat da einer die kupferreserven in moly überführt?

[Asynchronmaschine]

äh
das ist mir gleich mal so aufgefallen
keine ahnung
ob die anderen daten i.o. sind

[admire]

Antwort auf Beitrag Nr.: 29.399.202 von Asynchronmaschine am 21.05.07 09:20:11

hab ich im Tenajon Thread gefunden..
aber nich nicht auf richtigkeit überprüft ..sorry

[Asynchronmaschine]

allgemeiner Moly thread

http://bigcharts.marketwatch.com/charts/big.chart?symb=CA%3A…

[Asynchronmaschine]

äh
Thread: Molybdän -Fakten, News etc

[beautifulmind]

Antwort auf Beitrag Nr.: 29.400.687 von Asynchronmaschine am 21.05.07 10:59:27

ich glaube, die Mühe kannst Du Dir sparen-
im Bewertungsthread von TCM gibt es mittlerweile soviel Info
zum Thema, die alle Gesellschaften betrifft..

[Asynchronmaschine]

How to (still) get rich in mining

ANDY HOFFMAN AND SINCLAIR STEWART

From Saturday's Globe and Mail

May 19, 2007 at 12:16 AM EDT

So you want to get ahead in mining? True, it might seem like you're late to the party. No doubt you watched, dismayed, as all those long-suffering investors of Falconbridge Ltd. and Inco Ltd. (yes, the same ones you thought were chumps) doubled their fortunes in the span of mere months, thanks to last year's instalment of the Great Canadian Mining Sale. You can't believe you sold your Alcan Inc. shares after the CEO said the company wasn't up for sale, only to see the stock catch fire following a hostile bid from Alcoa Inc. You've lost track of how many times you've heard that rich foreigners are gutting Corporate Canada, and that our precious natural resources are little more than chum for the sharks from Brazil, or the United States, or even Switzerland.

But what do these whimpering economic nationalists know about mining, anyway? Who cares if a few lumbering old companies disappear from the corporate landscape? The fact is, the nationalists didn't understand that the rules of the game have changed. In the brave new world of Canadian mining, it's not about the size of your rocks – it's how you use them.

This is, without a doubt, the greatest mining boom in a generation, with billions of dollars up for grabs. But the voracious interest in all things metal has spawned a subindustry of new tactics designed to attract investors and their money. The game these days is often less about pulling ore out of the ground than about creating wealth – for shareholders, certainly, but also for insiders who create the action. The latest edition of the aspiring mining mogul handbook could be called “Put Down that Shovel: An Insider's Guide to Mining.” Here's an excerpt.

1. Don't fall in love with the rocks

Ask a mining executive, and he'll tell you straight up: geology degrees are so 1970s. Remember, these days the business runs on financial engineering – not mining engineering. Sure, it helps to have a passing understanding of base metals and gems, but the crucial thing is a financial background.

Just take a look around. Frank Giustra, the mining promoter from Vancouver, is a former investment banker. Ian Telfer, the chairman of Goldcorp., is trained as an accountant. So is Greg Wilkins, Barrick Gold's chief executive officer, and Mick Davis, the man who built Xstrata PLC into a major force. Don Lindsay, the head of Teck Cominco Ltd., is a career investment banker. Ditto for CVRD boss Roger Agnelli, who out-duelled Mr. Lindsay to grab Inco, and Tye Burt, the head of Kinross Gold. Peter Marrone, the head of high-flier Yamana Gold? A former corporate lawyer turned investment banker.

Metallurgists and geologists, who are being shoved from the CEO chair by their smart-suited counterparts, have a fatal flaw, explained one industry type: “They fall in love with the rocks.” Translation? They get into cat fights over who has the better assets, instead of recognizing that in many cases, it isn't about the assets at all. It's about telling a good story and closing the deal.

2. Channel your Christopher Columbus

Exploring is a cinch. All you have to do is set up a company, wait for the markets to fall in love with a particular metal, and then tell the entire world you're hunting for it.

One word of caution, though — make sure not to look too carefully.

There's an old saw in the biz that “drill-holes ruin the story.” The moral? Try to avoid the so-called “truth machines” if you don't want to disappoint your investors. Don't scour your property unless you're really, really, sure you'll find something.

Just take a look around. More than 400 junior explorers have cropped up recently to take advantage of a frenzied worldwide demand for uranium. Never mind that only a fraction of these will survive, much less extract a motherlode of the radioactive yellow stuff – what matters is they can still raise money.

Same deal with molybdenum, that metal-of-the-moment whose name most explorers couldn't even pronounce a year ago. Today, it's at the centre of an exploration craze. Just remember what we said before: People like good stories, especially suspenseful ones. Keep them guessing.

3. A metal by any other name...

Not surprisingly, the biggest mining IPO in Canada last year was for a uranium company, First Uranium Inc. C But is it really a uranium player? According to company filings, First Uranium expects to receive more than 75 per cent of its revenues from gold once it starts production in a couple of years. Not that there's anything wrong with being a gold company – it just doesn't have the same pizzazz as uranium (at least not this year).

Just ask Trigon Exploration Canada Ltd., a diamond explorer that showed some savvy by rechristening itself Trigon Uranium. Presto! Its shares jumped almost sixfold last year, soaring from about 20 cents to $1.20. Coincidence? Perhaps.

There are still some throwbacks, though, like DRC Resources Corp. The company's flagship project has one billion pounds of copper, and far less gold – about a million ounces.

But that didn't stop DRC from changing its name to New Gold Inc. C in 2005. Gold companies tend to get better multiples than copper producers, and the rebranding effort certainly didn't hurt. New Gold's shares went on a tear following the name change, climbing from around $5 apiece to a high of $13.40 last year. Coincidence? You decide.

4. You are the market

You don't have to be an economist to figure out why metal prices have soared to record highs. This is supply and demand, right? China and India are placing orders for base metals faster than miners can dig them out of the ground, and prices are skyrocketing as a result.

For most people, the story ends here. Not for the smart money, though. Take uranium. Hedge funds and other financial players are further choking the supply chain by buying the metal and sitting on it for a while. (And you thought uranium was trading at $120 (U.S.) a pound just because of China?)

This isn't a bad strategy for an aspiring mining mogul, either. A new fund called Uranium Participation Corp. is snapping up concentrate, and in the process is helping the stock prices of industry players like Denison Mines Inc. (which happens to manage the fund, as well).

Still doubtful? Check out Sprott Molybdenum Participation Corp., a new fund that buys up the tongue-twisting metal as well as moly-related stocks.

Who are the hottest performers in the mining sector so far this year? Moly Mines (up more than 250 per cent), moly miner Thompson Creek Metals (up 70 per cent, and 515 per cent over the past 12 months), and moly/copper producer Mercator Minerals (up about 100 per cent).

5. Ask for advice:

There's nothing embarrassing about seeking out counsel – in fact, you should brag about it to everybody.

We know what you're thinking. In other industries, when a company hires a strategic adviser to explore its options, it takes great pains to keep things secret, since investors will assume that merger talks are afoot, and send the stock surging.

Thankfully, there aren't so many Nervous Nellies in the mining sector. Take Northern Peru Copper. It put out a press release this winter trumpeting that it had hired an adviser to “explore its options.” The stock went up. A week later, Northern Peru revealed its option: It wasn't merging – it was selling shares in the company (Alas, the financing was derailed, but you get the idea).

UraMin Inc. had better luck. In February it said it was hiring a financial adviser because of the frothy uranium market. Presto-chango, the stock went up 12 per cent that day. Within a week, the company announced it was selling $226-million worth of shares – a deal that was led by the same brokerage that acted as the strategic adviser. The only thing better than good advice is advice that comes this fast.

6. Do the asset shuffle:

Forget about all those team-first analogies, about how “1 plus 1 equals 3.” In mining, the whole is often worth less than the sum of its parts.

The problem is, when you're actually producing something, the market doesn't give you much credit for your exploration business. But it will give credit to a standalone junior explorer (remember those 400 uranium chasers?). If you're a mining executive, the solution is to spin off your exploration assets into a separate business – preferably at a decent price, since you're often acting as one of the buyers.

Have a look at B2Gold, which has interests in development projects in Colombia and Russia. The assets were owned by Bema Gold, which agreed to a takeover bid from Kinross Gold last year. Ex-Bema CEO Clive Johnson got to keep these development projects by paying Kinross $15-million (Canadian). Look for a B2Gold initial public offering in the fall, and let's just say it's a pretty good bet that the offering will raise a lot more than $15-million. That's fast money.

Yamana Gold, headed by Peter Marrone, has followed a similar path. It sold some property to a startup venture called Aura Resources, which counts Mr. Marrone as a director. Aura has also bought property from another company “related” to Mr. Marrone. And both Aura and Yamana share the same chairman, Vic Bradley.

Frank Giustra and Ian Telfer have perfected this move. They teamed up on Silver Wheaton, which was spun out of Wheaton River, and on Terrane Metals Corp. Their most recent project is Peak Gold Ltd., a company they created by buying a pair of mines from Goldcorp (where Mr. Telfer is chairman). These sorts of thumb's-length deals have long been a concern for investors in other sectors, but not so much in the mining world. It's just the way the business works.

7. The Shell Game

This is how you strike gold, without ever striking gold. The game itself is pretty simple: A mining promoter will buy a cheap “shell” company already listed on the stock exchange, gather some friends to help fund the acquisition, and then, some time down the road, load it up with mining assets (remember the shuffle?) and do another share offering. These deals can be very lucrative, especially if you're in a promoter's “circle of trust.” Being a banker is especially helpful.

Consider those who paid 5 cents a unit last year to buy into a shell company called Imperial PlasTech Inc. They included Mr. Giustra, along with several investment bankers and traders from three high-profile brokerages. For the latter group, it was a nice double-payday. When the mining promoters wanted to buy gold assets, stuff them into a shell and rename the company Peak Gold, who did they award the $326-million financing to? You guessed it – the same firms whose bankers and traders were invited to participate on the cheap.

This is all perfectly legal and publicly disclosed – but that doesn't mean everybody likes it.

“To be buying the cheap shares and then have the firm pushing the stock at a higher price to clients – that's not kosher,” says a banker at a firm that forbids the practice. One industry source referred to the move as “getting people pregnant,” and with Peak shares trading at around 80 cents apiece these days, that's quite a baby.

8. Get your director's diploma

One of the great perquisites of the mining business is being appointed to a company board – and the more friends you have (particularly in Vancouver), the better your chances. Consider UrAsia Energy. When the company recently agreed to a $3.8-billion takeover bid, its six directors were sitting on $4-million worth of stock options. Each. And they'd been on the board for less than two years. But the lucrative payday didn't stop there. Mr. Giustra, one of the directors, had also been given 6.2 million shares a year and a half ago – free. Director Ian Telfer, his good friend and business partner, got 2.2 million of his own, gratis. Gordon Keep, a colleague of Mr. Giustra's at Endeavour Financial (the company that collected $12-million advising UrAsia on the takeover), was awarded 525,000 free shares, while Robert Cross, a former brokerage colleague of Mr. Giustra's, was handed 500,000.

At some companies, the payday can be even quicker. The directors at Yamana Gold, for instance, didn't have to wait for a merger before they could cash out. In fact, they didn't have to wait for anything. Most stock options “vest” for a few years before directors or executives can cash out. Yet, in 2005, Yamana's directors were awarded stock options worth more than $1-million each, and they vested immediately. CEO Peter Marrone said at the time it was simply “a practice in the resource sector.” Not any more. Faced with criticism, the company stopped awarding options to directors.

9. Inspire a Letter Writer:

There's nothing better than having someone influential recommending your stock to retail investors. Take James Dines, the man behind The Dines Letter – a stock-picking report with a sizable following. Mr. Dines used to call himself “the original gold bug.” These days, he is the “original uranium bug,” and is touting a company called Mega Uranium Ltd. (as well as Pinetree Capital Ltd., which holds a big stake in Mega and shares the same chairman and CEO – Sheldon Inwentash). When the company revealed last year that regulators were investigating Mr. Inwentash for possible insider trading and stock manipulation, Pinetree shares plunged as much as 30 per cent. Enter Mr. Dines. He published a special edition of his newsletter, counselling readers to “back up the truck” and buy Pinetree shares. The stock rebounded, and finished the day up 4.2 per cent. Why does Mr. Dines like Mega Uranium and Pinetree so much? He didn't respond to requests for an interview, but he received 150,000 shares of a company called Maple Minerals Corp., in July 2005, for selling the rights to the name “Mega Uranium Ltd.” Maple Minerals of course, soon morphed into Mega Uranium and the share price has climbed from around $1 since Mr. Dines received his stock to over $6.

10. Move to Canada.

Please – enough whining about the supposed “hollowing out” of the Canadian mining sector. Sure, the old stalwarts like Inco and Falconbridge have disappeared and Alcan may be next. But what about the legion of foreign miners who are taking their place? Canada understands miners. Its markets offer them cheap access to capital, with none of that annoying “country risk” that comes with doing business in Africa or South America. The great thing is, foreign miners can take advantage of all this without ever having to endure our brutal winters.

Australia's Equinox Minerals, which is developing a big copper mine in Zambia, has already figured this out. Since arriving on the TSX, its shares have surged from around 50 cents to about $2.75.

Bankers know this too. The folks at BMO Nesbitt Burns Inc. pitched sxr Uranium One management on the move to North American markets a few years ago, correctly predicting the listing would give the South African company more visibility and a higher valuation. A couple of deals later, Uranium One is the second-largest uranium play on the TSX, with a market value over $5.5-billion.

Never mind that the CEO still lives in South Africa, or that the head of Equinox remains in Australia. This is common practice.

After Toronto-based LionOre Mining became the subject of a bidding war between a pair of foreign giants, the nickel miner took pains to explain it wasn't really Canadian after all. Its CEO, Colin Steyn, resides in London, and the Canadian work force consists of “five accountants,” according to one company insider.

So be careful about the hand-wringing when a “Canadian” company vanishes again; there's always another miner, foreign or otherwise, ready to take its place. And they've got a good chance of succeeding, as long as they know the tricks of the trade and investors continue to fall in love with the rocks.

[Asynchronmaschine]

FERROALLOYS
from: Ryan's Notes
Volume 13, No. 21 May 21, 2007
More Moly Business, Higher Prices

Significant moly consumer businesses in the US and Europe
last week showed that trader comments about tight market
conditions are more than just talk. Each reported sale was
followed by a higher-priced transaction. At the start of the
week, inter-trade briquette sales were done in Europe at $32
per lb. Chinese suppliers raised their oxide prices first to $32,
then to $32.50 and finally to $33-34. Later, traders said they
had sold briquettes to European consumers at over $33,
although it was difficult to confirm any sales over $32.50.
European mills made ferromoly purchases at $77.50-78 per
kg. One German mill, however, reportedly bought a truckload
of FeMo at just under $77.

Amajor US mill was able to buy four trucks of moly oxide
for June/July at under $31.50 per lb, sources reported. It is
believed that the purchase price for two trucks was in the low
$31s; the other two trucks are thought to have sold for closer
to $31.50. At the same time, traders who bid unsuccessfully
for the business said they had made oxide sales to other
consumers for June at well over $32.50. The US mill reportedly
also bought six truckloads of FeMo for June/July at
prices on either side of $36 per lb.
The US tender was being carefully monitored because so
few suppliers were able to offer material. Several producers
had to no-quote on the ferromoly, and many traders admitted
that they had submitted sky-high bids because of concerns
about securing material.

The rumor mill has been making the market even more jittery.
Predictions of the date on which the Chinese government
will increase the export taxes on ferromoly and moly
oxide exports continue to be revised, with the latest guess
being that the taxes could be raised from 10% to 15% or 20%
on May 20. Some traders said they were receiving many
offers of FeMo and oxide from Chinese suppliers, while
other traders said the Chinese were not active sellers.
Chinese FeMo prices were $74-75 per kg last week.
A source at Climax denied that there have been any production
problems. The company is meeting its customer
commitments, the source said. Some sellers have assumed
that Climax's production is less than planned because of an
increase in inquiries from consumers that usually rely on
Climax. "Demand is really strong, and many customers are
asking for more than their contracted amounts," said a trader.
He added, "Producer inventories are low, but this doesn't
mean they are having production problems."

[Asynchronmaschine]

[Asynchronmaschine]

Start der Produktion
Ende Juni/ Anfang Juli

[segelmaus111]

Antwort auf Beitrag Nr.: 29.557.408 von Asynchronmaschine am 31.05.07 15:19:42

das wäre schön, wo ist die Information her ??
Vielleicht wird Roca dann auch für deutsche Anleger etwas interessanter!

[nussknakker]

Antwort auf Beitrag Nr.: 29.557.408 von Asynchronmaschine am 31.05.07 15:19:42

es dürfte einige Wochen später werden.
Frühestens 1. Woche 08 / 2007

Aber das ist nicht entscheidend.
Für alle, die dann verstanden haben was Roca wert ist, dürfte sich
dann der Mangel an Weitsicht rächen.
In Dollar !!!!

NK

[segelmaus111]

Antwort auf Beitrag Nr.: 29.566.354 von nussknakker am 01.06.07 01:14:38

Ich bin ganz deiner Meinung, in Canada zeigt sich der Wert ja ganz stark

[Asynchronmaschine]

momentan läuft aber
Mercator
wesentlich bessser
im molybereich ist man besten aufgestellt
wenn man mehrere firmen im depot hat
so 3-4 können es ruhig schon sein

[Asynchronmaschine]

neue fotos
http://www.rocamines.com/s/MAXPhotos.asp?ReportID=170966

[Asynchronmaschine]

schon etwas älter
New Canadian Molybdenum Producer Could Benefit from High Price
Similar Stories

Companies selling material into a strong commodities market are frequently rewarded with stronger investor interest. When Roca’s MAX molybdenum mine opens this year, it will be the first new metals mine to open in Canada’s British Columbia province in ten years.

He noted, “But I expect less than 50 percent of the total to be granted the export quotas.” In any event, he told attendees at the conference that Chinese moly exports were falling.

The small number of potentially selected Chinese molybdenum exporters, and falling Chinese exports, is bullish for the molybdenum price. The short-list signals the market that China’s much-feared ‘return’ to the moly market lacks the teeth many anticipated it could have. This fits in with speculation StockInterview discussed with Blue Pearl executive chairman Ian McDonald. In comments not previously published, McDonald told us, “If they (the Chinese) can produce it at $4/pound and can sell steel that has moly in it, they’ll make more money eventually selling the finished product.”

The Chinese export decision could provide a bonanza to the new breed of molybdenum producers in much the same way a tighter uranium supply market recently benefited uranium companies, especially those which moved their development projects into operating mines. Having previously interviewed Scott Broughton, chief executive of Roca Mines Inc (ROCAF), we requested a follow-up conversation to determine when the MAX underground molybdenum mine would commence operations.

Companies selling material into a strong commodities market are frequently rewarded with stronger investor interest. When Roca’s MAX molybdenum mine opens this year, it will be the first new metals mine to open in Canada’s British Columbia province in ten years.

StockInterview: You were delayed with your mine opening late last year. Can you explain what happened to cause the delay?

Scott Broughton: We had originally planned to be in production by the end of 2006. In November, we started to endure some pretty tough winter time conditions. We started off with a lot of rainfall and by the end of November it turned into a lot of snowfall. In fact, we had a record setting year in the area—there was a record total of 35 feet of snow that landed at Trout Lake, the nearest community to us. The bottom line for us was that we obviously had suffered delays as a result of that winter. We found ourselves in a situation where we could spend a lot of time, effort and money trying to fight a condition that was essentially out of our control.

StockInterview: Can you give us guidance as to a realistic mine opening and if you can still make your calendar year 2007 production targets?

Scott Broughton: We made an announcement in November that we were going to make some adjustments to our programs, our construction programs on the surface. The key one was that we were going to accelerate the installation of a second mill, ball mill in our concentrator. That was going to allow us to recover from a delayed start-up and still meet the production targets that we would like to meet for 2007. That’s really how we‘ve tried to resolve or tried to deal with the winter time delays that we’ve endured. In that regards, any real remaining obstacles to that, except that we are still in construction, we are still enjoying some winter time tough conditions though we can definitely see spring is on the horizon and most of our snow is melting away at the moment. We have 50 people working at the site, all working hard to make it come together. We are going to be very proud of it when it’s all bolted together, and it’s actually producing cash flow.

StockInterview: Is this going to be a problem next winter?

Scott Broughton: No, the issues for us were related to, again, the surface construction of the facility, the concentrator itself and also our tailing facility. Both of those areas once constructed, especially grow over time, but they don’t need to grow continuously. We definitely wouldn’t be planning or programming any of that kind of work to happen in the winter time period again.

StockInterview: What is the condition of your two circuits and are there any problems with either circuit?

Scott Broughton: The mill we acquired was a second-hand used mill that was rated for 1,000 ton/day. It was made up of two circuits, primarily described as two circuits, because what they were processing was a zinc and a lead concentrate at that site. That really was the reason for describing these as two separate circuits. At our site, we are reconfiguring that and using officially two ball mills and the remaining equipment that’s in that facility. Originally, we planned to set up one of the mills and that would get us to our 500 ton/day target. As I mentioned, we made a decision in November to accelerate – to expand by putting in both of those mills and getting up to what would be targeted as 1,000 ton/day as quickly as possible.

StockInterview: How do you define ‘as quickly as possible’?

Scott Broughton: I think we would expect both of those mills to be running shortly after the day that we commence production. We are aiming for middle of 2007.

StockInterview: Why are you adding a second tunnel to the underground mine?

Scott Broughton:
There’s an analogy here to what we’ve done at the mill. When we encountered the delay, we realized there was an opportunity there to make up time and make up production in a robust molybdenum market. We do have a pretty significant lead time in developing a second underground access. It’s about a 9-month project for us. We decided to do it to facilitate a continuously operated 1,000 ton/day rate of production from the mine, but also to ease the existing bottlenecks and burdens we have on the underground operation.

StockInterview: What’s the benefit for adding a second tunnel?

Scott Broughton: My example or metaphor for what we are trying to achieve here is that we are trying to build at the moment a sailing ship inside of a bottle. When you try to build something inside of a bottle with only one opening, you are bound to have a number of challenges and a number of bottlenecks that might affect you. When we have a second adit, we will be able to have more ventilation forced through the underground workings of the underground mine. We will be able to have more equipment working underground. We will be able to have larger crews working underground. Our ability to move material from production mining will be that much more enhanced. Our cost will be lower. Moreover, we will have a better chance to do more of the underground development as time goes by. There’s a need to always be developing and building new accesses to new parts of the ore body. We need to always be developing this mine in parallel with the mine being production.

StockInterview: Will this lower production because of the increased construction?

Scott Broughton: It’s not going to affect our Phase I production. We’ve always described the development of this mine occurring in phases. Phase I was the first phase where we went in, we went in small, aggressively we minimized the capital cost to get into production. We are only going to mine the highest grade zone that is most easily accessed. That was going to get us into that cash flow scenario and thereby grow the mine and grow our company. There are plans for subsequent phases—we already talked about the 1,000 t/day scenario. That’s moving us towards what I would describe as a full Phase II up to and running a full 1,000 t/day on a continuously operated basis. Right now, what we are able to build is an underground mine that has roughly 500 ton/day of production capacity on a campaigned basis. Campaigning simply means there are periods when we are producing ore from the mine; other periods where we are only able to do development or exploration of material. The sooner we can get out of the campaigned approach and into the continuously operated 1,000 t/day mine, the better for us in terms of how much molybdenum we can produce. We could be out of the campaigned approach by early 2008 when we have the second adit.

StockInterview: The key to spectacular success at MAX really depends upon the results of your deep-hole exploration, hoping to the parallel the success of Phelps Dodge’s Henderson mine. When are you going to start this exploration?

Scott Broughton: We recently did a small financing to start an exploration program. That’s recognition that there is a very good geological target there for Roca to explore sooner rather than later. We’ll start that work as soon as we can locate a drill. I’m going to suggest right that’s on the order of about a month away. Drills in the industry are very hard to come by—they are very busy at the moment as are contractors and miners and anything involved in the mining business right now. I would say somewhere in the order of a month we will be starting the first drill hole subject to the availability of a drill.

StockInterview: How deep will you drill and how many holes do you plan to drill?

Scott Broughton: The target is on the order of 500 meters below our existing tunnel access. We’ll be drilling holes that are on the order of 600 to 800 meters deep to be tested initially. But some of those might also go up to 1,000 meters potentially. Without being too prescriptive about that, you might see us drill on the order of 10 holes that are targeted in that area. They will vary in their depth up to say about 1,000 meters.

StockInterview: How lengthy a drilling program do you expect?

Scott Broughton: It’s a results-dependent program. Most exploration is. The initial phase of what we can do, with the money we just raised, will probably take well into the fall period. It could be well into the fall before we have actual assay results. But in the interim, most of the mineralization at our site is easy to see and easy to spot. We’ll be making adjustments before we drill holes based upon what we discover in the first few.

StockInterview: Sounds like you’ll be busy for the rest of this year. With all of this construction and exploration, at what pace do you plan to mine to play catch up for this late start?

Scott Broughton: We’re building a 1,000 ton/day capacity in our mill. That’s giving us lots of flexibility. As I mentioned with that analogy of building a sailing ship inside a bottle, there’s going to be days when we can move from the underground mine up to 1,000 ton/day of ore, therefore, we have a mine and a mill that are synchronized if you will. There’s going to be other days when the mine might only be able to produce 500 ton/day. We’ll be on and off in that regard basically maximizing them as much as we can in the production. Obviously, we want to make as much molybdenum as we can for 2007 and our current targets are still three million pounds for 2007.

StockInterview: When do you plan on paying back your capital costs?

Scott Broughton: In reality, this company doesn’t have any debt. When we start production here, we all will be working for a company that doesn’t have any debt to service. In real terms, we will be paying back the amount that we’ve invested to date. It is a bit ambiguous but we will have spent on the order of C$20 million by the time we’ve built. Again, we’ve kind of overbuilt above our original Phase I plan. We should see that paid back on the order of months from the time of start-up.

StockInterview: What do you do with your profits, then, as it appears you’ll be profitable/

Scott Broughton: We have always described this mine as a company builder. Right now, in our space, the world is absolutely full of opportunities. You should see us in the near term doing some very tax-efficient things with respect to how we might be able to tackle other projects going forward. There’s the prospect of eventually paying dividends. Bottom line for us is that this is a company that has come up from nothing only a few short years ago. We are the company that has identified this asset and took it forward, built it on a really low budget, and it’s about to generate enormous cash flow. We’d love to be able to demonstrate doing that again to our shareholders.

[Asynchronmaschine]

[Asynchronmaschine]

Super-Ferritic Stainless Steels Drive
Molybdenum Use in Nuclear, Other Power Plants

http://4fxearth.net/phpBB2/smilies_mod/upload/1beb8b2ae6d616…

[Asynchronmaschine]

da lief was schief

hier ist der link

http://www.stockinterview.com/News/06042007/molybdenum-coppe…

[dafi1974]

Antwort auf Beitrag Nr.: 29.630.015 von Asynchronmaschine am 04.06.07 15:02:51

nach dem mercator in den letzten zwei wochen so gut gelaufen ist,ist deiner meinung nach nicht zeit in roca umzuschichten?
und einige fragen zu roca noch:
wann beginnt jetzt die produktion
mit welche abbaumenge wird in 2007 und 2008 gerechnet
wie hoch sind die produktionskosten per pound moly
wie wurde die mine finanziert gibt es schulden oder wurde ein teil schon vorverkauft
danke

[Asynchronmaschine]

ich halte beide
schichte nix um
ende juni-anfang juli solls losgehen
..
We have additional high grade resources (+0.5% MoS2) which surround the really high grade(1.95% MoS2) material. Even at 0.94%, we have over 4 years mine life however, we would most likely blend down our orefeed to in the 0.5% range which would give us 8-10 years at 3-5 million lbs. / year. At that grade and for a 4 million lb/year output, we would need to process approximately 2000 tonnes / day. Costs will go down as well from an initial estimate of $100/tonne to roughly $25/tonne.

The crusher capacity is over 2000 tonnes / day so we're good there. We may need additional ball mills and flotation tanks should we expand beyond 1000 tpd.

...

keine schulden

[RudiXXX]

Gehts jetzt endlich zurück zu den alten Höhen.

Glückwunsch an alle Gläubigen

Ich seh die Moly-Verdoppler auch bei Roca, Mercator Adanac.
Umschichten? Aufstocken !

[Asynchronmaschine]

3,05

[segelmaus111]

Antwort auf Beitrag Nr.: 29.637.511 von Asynchronmaschine am 04.06.07 22:00:30

sehr erfreulich heute

[admire]

Antwort auf Beitrag Nr.: 29.645.737 von segelmaus111 am 05.06.07 14:03:36

warum ist es so positiv
also ich find es toll,aber welche Erklärung gibt es?

[admire]

Antwort auf Beitrag Nr.: 29.645.737 von segelmaus111 am 05.06.07 14:03:36

warum ist es so positiv
also ich find es toll,aber welche Erklärung gibt es?

[Asynchronmaschine]

die verzögerung der mineneröffnung
erscheint in einem anderen licht
wenn man bedenkt
dass in der zwischenzeit der molypreis weiter gestiegen ist

sollte er sich der
der 40, 50 oder gar 60 nähern
dann sehen wir bei rok
xx,xx kurse
in euro

also
lassen wir uns überraschen

[Asynchronmaschine]

3,18

[dafi1974]

eine schweinerei, hatte seit 17.00 uhr eine order in canada mit limit 3,15 $ und obwohl etliche kurse zu 3,15 bzw. tiefer gelaufen sind bin ich nicht bedient worden

[dafi1974]

Antwort auf Beitrag Nr.: 29.647.188 von Asynchronmaschine am 05.06.07 15:33:14

Bin nun doch dabei,hoffe es geht so gut wie bei Mercator
habe mich etwas durgelesen da heisst es man erhoffe sich was von der tiefenbohrung,hat die schon angefangen und wann sollen die ergebnisse kommen.welche projekte betreibt roca noch ausser MAX und wie weit sind die schon fortgeschritten?

[admire]

[admire]

Antwort auf Beitrag Nr.: 29.779.606 von admire am 10.06.07 23:07:17

[Asynchronmaschine]

wenn die produktion läuft
wird das börsensegment gewechselt
ab rüber zur TSE
quelle: aussage von rok

möglicherweise können wir dann auch mal
hier auftauchen

Standard & Poor's Announces Constituents of New S&P/TSX Global Mining Index
TORONTO, June 8 /CNW/ - Standard & Poor's Canadian Index Operations
announces the following constituents for the new S&P/TSX Global Mining Index.
These additions are pursuant to the index methodology. The creation of the
index will be effective at the open on Tuesday, June 12, 2007.

u.a.
mit Mercator Minerals
http://www.wallstreet-online.de/community/thread/1128563-1.h…
dem nächsten Molyproduzenten nach Rok
start moly produktion nächstes jahr
ab 2009 dann pro jahr 10 mill lbs moly

und auch eqn
http://www.wallstreet-online.de/community/thread/1115963-1.h…
ist drin
größte kupfermine afrikas
start der mine q2 2008

und auch fcc ist mit dabei
und weitere perlen

[Zockempire]

Freut mich, dass schon einige mit an Board sind, seit meiner Thread-Eröffnung.

Das KGV für eine Produktion bei 3 mln lbs Moly sollte bei aktuellen Preisen so um die 3 liegen.

Bald wird es bei Roca wohl in der Kasse heftig klingeln...

[Asynchronmaschine]

BEIJING (XFN-ASIA) - China will implement a licensing regime on exports of indium and molybdenum products from June 18, the Ministry of Commerce and the General Administration of Customs said in a joint statement.
No further details were provided.
Earlier, the central government introduced a licensing system for exports of some steel products. In addition, the government also cut or removed export tax rebates on over 80 steel products.
In a separate statement, the ministry said it will also impose a licensing regime on exports of standard sand, effective from June 15.
China has been trying to discourage exports of some products in a bid to avoid friction with its major trading partners.

[Asynchronmaschine]

die ersten anlagen werden in betrieb genommen

[dafi1974]

warum der grosse verfall wenn doch moly sehr begehrt ist und die produktion bald beginnen soll.habe ich da was übersehen?

[Asynchronmaschine]

aktien steigen nicht nur
sie müssen auch durchatmen
bei kgv 3
dürfte aber noch ordentlich luft nach oben sein
voraussetzung der moly preis spielt mit
momentan sieht es von dieser seite sehr gut

[MickyMouse1]

Antwort auf Beitrag Nr.: 29.869.075 von dafi1974 am 13.06.07 10:38:56

Ganz einfach, wenn ein kompletter Markt in die Knie geht, kann ein Einzelwert noch so gut sein, er geht mit.

Momentan geht alles im Bereich Junior Resource Unternehmen in die Knie. Mit Ausnahme von ganz wenigen Einzelstorys.
Das hängt mit den Rohstoffpreisen, Gold und Silbernotierungen zusammen und mit der Jahreszeit.
Wenn wir Glück haben sehen wir im Herbst wieder höhere Preise, wenn nicht kann ROK auch auf CAD 2.- zurückkommen.

Einfach mal abwarten was passiert.

[admire]

quelle: thread united bolero


Molybdenum Expert Sees Supply Shortages Ahead

Dropping Chinese Exports Could Pressure Moly Market


The market could demand extra molybdenum production by 2013, but two years later might still fall short of the rising average annual demand curve. Some expect China’s molybdenum exports to start falling as early as next year.
Source: Adams Metals Ltd.

COPYRIGHT © 2007 by StockInterview.com, Inc. ALL RIGHTS RESERVED.


If one believes the forecasts recently made by Terry Adams of UK-based Adams Metals and Albemarle Corporation’s (NYSE: ALB) Chris Knight, then the escalating demand for molybdenum products could impact the stainless steel business of POSCO (NYSE: PKX). The Korean-based steelmaker, with about 6.5 percent of sales coming from stainless steel, is the world’s fourth or fifth largest, depending upon production or market capitalization.

According to the company’s 2006 annual report, POSCO exports more than 70 percent of its steel products across Asia, mainly to China, Japan and southeastern Asia. In response to record high nickel prices, the steelmaker announced it would begin manufacturing nickel-free stainless steels. So did European steelmakers ThyssenKrupp and Outokumpu, which has heavily relied on its austenitic products.

Would a sustained rally in the moly price result in the same backlash nickel recently suffered? Unfortunately for steelmakers, molybdenum has a broader range of applications than nickel.

At the June 5th Ryan’s Notes Noble Metals Conference, Terry Adams shocked his audience by warning of potential supply/demand imbalances commencing as early as 2011. He believes by 2015, the molybdenum price could get ‘interesting.’

But, this wasn’t the first sign of brewing trouble for molybdenum buyers. In early May, one trader told American Metal Market magazine, “We just don’t have any supply available.” He lamented that primary moly producers, also known as swing producers, have ‘nothing to sell right now.’

On June 18th, China is expected to announce the export quotas for molybdenum products it has assigned to a limited number of exporters. Potential labor disputes at copper mines in Mexico and Chile could further reduce available molybdenum supply later in June. A Chilean labor spokesman warned of a ‘hard and prolonged strike.’ Molybdenum mined as a byproduct of copper production accounts for about 60 percent of the global supply.

At this pace, molybdenum pricing could be severely impacted as early as this summer. By next year, if primary molybdenum production doesn’t quickly rise to meet the demand, the pricing climate could worsen for end-users. Some traders believe moly prices could soon creep above previous price peaks two years ago. “Things are going to get a lot firmer because there’s a lack of material,” one trader reported earlier this week. “There’s not a lot on the ground.”

According to different down-the-road forecasts, the magic demand number is 460 million pounds of molybdenum. Adams predicts that projected western world demand could reach this consumption by 2015. Others believe strong moly demand could bring this target consumption a few years earlier.

Another concern is one we highlighted in a previous article. USGS molybdenum commodity specialist Michael Magyar warned of a bottleneck, “… we can’t roast much more moly right now. No one is actively permitting for more roasting capacity in North America.



Adams Metals Ltd illustrates a potential bottleneck in molybdenum roasting capacity in 2011. Source: Adams Metals Ltd.


Additional roasting capacity is, however, coming online this year or next, courtesy of Molymet. Adams points out, “With the growth in demand a new roaster, the size of the new Molymet roaster is needed every two years.” Adams further explained, “Without further investment a roaster bottleneck could occur in 2011. Molymet plans another roaster about this time, but this would only allow another two years growth.”

In his presentation, Adams glimpsed in the future. While western world demand should continue to annually increase by three percent, demand in China and the C.I.S. could increase by more than 10 percent every year. “The combined global effect would be an annual growth rate of about 4.5 percent,” he predicted. “Western mines will have to increase production by at least 6 percent per annum.”

As we and others have concluded, Adams forecast, “Increased output at primary (moly) mines will be needed to fill the gap beyond 2009.”

We presume delegates from the junior molybdenum mining attendees mentally began popping champagne corks after Adams announced this point. But it was his next two points which investors should digest:
New or shuttered primary mines will have to open by 2011
By 2013, current primary mines and Climax could be at capacity



High-Level Growth in the Molybdenum Chemical Market


Source: Albemarle Corporation


Having researched molybdenum for more than one year, only recently did a couple of technical experts help us understand how much molybdenum is utilized in the condenser tubes of nuclear and desalination plants. Because of the diversified applications for this metal, there is less reliable information about the molybdenum sector than in others we’ve explored, e.g. uranium.

We continue to gather data for our next publication, “Investing in the Great Molybdenum Bull Market,’ and will present our detailed research in late August.

We have discovered two strong-growth areas for molybdenum applications.

It’s not just the steel market which uses molybdenum. Although the stainless and low alloy markets represent about two-thirds of molybdenum usage, the fastest growing market appears to be catalysts in the moly chemical market.

According to Chris Knight of Albemarle Corporation, moly consumption in the catalyst section could grow by more than 30 percent by 2011. The chemical sector could consume as much as 30 million more pounds in the 2006 to 2011 time period.

The global catalyst market is expected to reach US$13 billion in sales this year. Of this the petroleum refining sector should consume about 35 million pounds of molybdenum. The moly is used as a hydroprocessing (HPC) catalyst.




Hydroprocessing catalysts are used in the removal of sulfur, nitrogen and heavy metals in the crude oil refining process. Source: Albemarle Corporation.


Knight explained that the drivers for HPC catalyst and molybdenum demand include:
Growing demand for crude oil
Continued importance of middle distillate cuts (aviation, diesel fuel)
Crude oil feed quality
Changing fuel specifications
Over the past 25 years, the overall quality of crude oil has significantly deteriorated. Both the sulfur content and density are increasing. This requires additional processing to bring it to market. Molybdenum-based catalysts are utilized to remove sulfur from petroleum, petrochemicals and coal-derived liquids.

Molybdenum catalysts are used because they are resistant to poisoning by sulfur, and reducing costs in fuel refining.

Over the past two decades the sulfur content in imported crude oil has nearly doubled, as the API gravity has dropped by nearly 10 percent.

Tighter specs over the past 15 years have demanded a higher performing catalyst and more contained molybdenum in those catalysts. Over this time frame, catalyst demand per barrel of crude oil has doubled – an average growth rate of five percent per year.

Knight forecasts the global HPC catalyst growth rate could jump by as much as 8 percent per year through 2010. He expects further fuel emission restrictions and the modernization taking place in China and elsewhere to increase use of molybdenum in the catalyst market. By 2015, he predicted the HPC catalyst market could consume more than 60 million pounds of molybdenum. This could represent a 46 percent increase above current consumption.



Lack of New Primary Mining Supply


Roca Mines in the final construction phase before commencing production next month. Photos above include tailings facility (left) and mill construction (right) were taken in mid May 2007.

The typical molybdenum concentrates being sold by the copper producers, as byproduct mining, contain 40 – 45 percent Mo. Concentrates from primary producers often average 50 – 55 percent.

As a result, primary molybdenum mining operations offer a more desirable concentrate. Technical moly, also known Mo03 (molybdenum trioxide) specifies 57 percent Mo and contains less than 0.05 percent copper and 0.1 percent sulfur. Primary molybdenum producers provide concentrates with lesser amounts of deleterious elements.

Because the concentrate is ‘cleaner,’ less roasting is required to upgrade the material to tech oxide spec. Less electricity is expended to power the multi-hearth furnaces and results during the roasting process. The cleaner primary moly concentrate offers the roaster more flexibility. The higher spec concentrates can be blended with lower spec concentrates to upgrade the overall product, or the roaster can refine the higher spec material separately if the end-user requires it.

The less roasting to bring material up to spec could also help avoid the bottlenecks a few years from now.

Although byproduct molybdenum producers are expected to bear the brunt of increased demand, the copper producers aren’t cooperating. Codelco’s molybdenum production dropped by 25 percent in 2006 to 60 million pounds this past year. Moly production could drop another 15 percent or more this year.

Because of the recent molybdenum price revival, dozens of exploration companies have ‘suddenly’ become molybdenum companies. There are scarce few with a potentially viable project.

Those primary molybdenum producers and future producers we’ve been monitoring appear to moving their projects forward.

Thompson Creek is Thompson Creek. This has emerged as the ‘primary’ primary player in North America while the world waits for Climax to come online again. Some believe the company’s Davidson moly deposit in British Columbia may not arrive on the company’s timetable. If so, then this could further pressure the moly price.

Roca Mines should become a producer during July. But, this company also hopes to expand its operations deeper and should also commence those exploration efforts this summer. In the interim, the high-grade molybdenum found at the company’s MAX mine should become a cash cow in the third and fourth quarters of this year. And for several years forward. Although the company is not yet in production, there appears to be no scarcity of molybdenum traders clamoring for the company’s future production. Another indication of a tight market.

Last month, Adanac Molybdenum Corp ordered its long-lead time equipment for the construction of its mining and milling complex at Ruby Creek. Expenditures totaled nearly C$40 million, for which the company has made its down payments. Also, some time this summer, Adanac should finally receive its permits and commence construction. While the company boasts of 220 million pounds of molybdenum, a recent chat with Adanac consultant Ken Reser suggests Ruby Creek have more pounds than was previously thought. Ongoing drilling results could later confirm this speculation.

We continue to watch United Bolero as a promising development company in Montana. We were told drilling at Bald Butte began over the weekend to upgrade the resource category. Hopefully, the drilling program will also move to its nearby Cannivan Gulch property. Historically, but not technically documented, major miners, who worked these properties in the previous moly cycle, estimated the company’s properties could host more than 400 million pounds of molybdenum.
Primary producers, such as these and possibly others, is what molybdenum end-users are depending upon to meet their needs as we approach 2009, 2010 and beyond.

Over the course of this summer, we’ll further study other potential near-term producers, such as Moly Mines and others.



Conclusion

Many in the industry have warned us about the potential increase of ‘moly dumping’ by the Chinese. Historically, China has helped chill out molybdenum prices in the past. According to Adams, as noted earlier in this article, China could become less of a factor.

Fundamentally, this should not be a concern. Typically, a country is indirectly focused on the background of its leading politician. In China’s case, the eight members of the Politburo Standing Committee – China’s most powerful politicians – are all engineers. All are graduates of engineering or technology schools.

China’s president was trained as a hydraulics engineer. The premier is a geologist, who also has a degree as a mining engineer. The former vice-premier was trained as an electrical engineer, as was the ‘propaganda’ chief. The Secretary of Political and Legislative Affairs was trained as a metallurgist. Others hold degrees in thermal engineering, radio electronics or electronic motor design.

Engineers like to build things. China has embarked on the greatest industrialization period in history, dwarfing the construction of infrastructure of the late 19th century in Europe and North America. Because molybdenum’s applications include architecture, energy, petroleum refinement, coal conversion, chemicals and other industrial applications, we would not be surprised if China soon announces the ‘strategic’ importance of molybdenum (as it has uranium) and stops all exports.

Molybdenum also plays a strong role in numerous and diverse military applications. Globally, military spending reached $1.2 trillion last year. In 2006, China surpassed Japan as the largest military spender in Asia. The U.S. Pentagon estimates China could be spending up to US$125 billion this year. At least ten varieties of ballistic missiles are deployed or in development. Our preliminary research into this subject confirms the large percentage amount of molybdenum utilized in missiles. In some applications, the moly content is greater than 20 percent.

In summary, every time we delve into a new area to investigate demand for molybdenum application, we find growth. Strong demand could surprise many stock and industry analysts over the next decade. In the meanwhile, more primary molybdenum producers need to come forward. Unlike some, we don’t believe the molybdenum story has yet been fully revealed. This summer, we hope to make the molybdenum market more transparent – both on the demand side and the supply side.

[Asynchronmaschine]

dann kann man von glück reden
dass man den eigenen kopf benutzt
und nicht auf bäcker und andere mafia mitglieder hört

[Asynchronmaschine]

Molybdenum Expert Sees Supply Shortages Ahead
June 14, 2007
By James Finch and Julie Ickes
Dropping Chinese Exports Could Pressure Moly Market
The market could demand extra molybdenum production by 2013, but two years later might still fall short of the rising average annual demand curve. Some expect China’s molybdenum exports to start falling as early as next year.
Source: Adams Metals Ltd.
COPYRIGHT © 2007 by StockInterview.com, Inc. ALL RIGHTS RESERVED.


If one believes the forecasts recently made by Terry Adams of UK-based Adams Metals and Albemarle Corporation’s (NYSE: ALB) Chris Knight, then the escalating demand for molybdenum products could impact the stainless steel business of POSCO (NYSE: PKX). The Korean-based steelmaker, with about 6.5 percent of sales coming from stainless steel, is the world’s fourth or fifth largest, depending upon production or market capitalization.

According to the company’s 2006 annual report, POSCO exports more than 70 percent of its steel products across Asia, mainly to China, Japan and southeastern Asia. In response to record high nickel prices, the steelmaker announced it would begin manufacturing nickel-free stainless steels. So did European steelmakers ThyssenKrupp and Outokumpu, which has heavily relied on its austenitic products.

Would a sustained rally in the moly price result in the same backlash nickel recently suffered? Unfortunately for steelmakers, molybdenum has a broader range of applications than nickel.

At the June 5th Ryan’s Notes Noble Metals Conference, Terry Adams shocked his audience by warning of potential supply/demand imbalances commencing as early as 2011. He believes by 2015, the molybdenum price could get ‘interesting.’

But, this wasn’t the first sign of brewing trouble for molybdenum buyers. In early May, one trader told American Metal Market magazine, “We just don’t have any supply available.” He lamented that primary moly producers, also known as swing producers, have ‘nothing to sell right now.’

On June 18th, China is expected to announce the export quotas for molybdenum products it has assigned to a limited number of exporters. Potential labor disputes at copper mines in Mexico and Chile could further reduce available molybdenum supply later in June. A Chilean labor spokesman warned of a ‘hard and prolonged strike.’ Molybdenum mined as a byproduct of copper production accounts for about 60 percent of the global supply.

At this pace, molybdenum pricing could be severely impacted as early as this summer. By next year, if primary molybdenum production doesn’t quickly rise to meet the demand, the pricing climate could worsen for end-users. Some traders believe moly prices could soon creep above previous price peaks two years ago. “Things are going to get a lot firmer because there’s a lack of material,” one trader reported earlier this week. “There’s not a lot on the ground.”

According to different down-the-road forecasts, the magic demand number is 460 million pounds of molybdenum. Adams predicts that projected western world demand could reach this consumption by 2015. Others believe strong moly demand could bring this target consumption a few years earlier.

Another concern is one we highlighted in a previous article. USGS molybdenum commodity specialist Michael Magyar warned of a bottleneck, “… we can’t roast much more moly right now. No one is actively permitting for more roasting capacity in North America.

Adams Metals Ltd illustrates a potential bottleneck in molybdenum roasting capacity in 2011. Source: Adams Metals Ltd.

Additional roasting capacity is, however, coming online this year or next, courtesy of Molymet. Adams points out, “With the growth in demand a new roaster, the size of the new Molymet roaster is needed every two years.” Adams further explained, “Without further investment a roaster bottleneck could occur in 2011. Molymet plans another roaster about this time, but this would only allow another two years growth.”

In his presentation, Adams glimpsed in the future. While western world demand should continue to annually increase by three percent, demand in China and the C.I.S. could increase by more than 10 percent every year. “The combined global effect would be an annual growth rate of about 4.5 percent,” he predicted. “Western mines will have to increase production by at least 6 percent per annum.”

As we and others have concluded, Adams forecast, “Increased output at primary (moly) mines will be needed to fill the gap beyond 2009.”

We presume delegates from the junior molybdenum mining attendees mentally began popping champagne corks after Adams announced this point. But it was his next two points which investors should digest:

*
New or shuttered primary mines will have to open by 2011
*
By 2013, current primary mines and Climax could be at capacity


High-Level Growth in the Molybdenum Chemical Market
Source: Albemarle Corporation

Having researched molybdenum for more than one year, only recently did a couple of technical experts help us understand how much molybdenum is utilized in the condenser tubes of nuclear and desalination plants. Because of the diversified applications for this metal, there is less reliable information about the molybdenum sector than in others we’ve explored, e.g. uranium.

We continue to gather data for our next publication, “Investing in the Great Molybdenum Bull Market,’ and will present our detailed research in late August.

We have discovered two strong-growth areas for molybdenum applications.

It’s not just the steel market which uses molybdenum. Although the stainless and low alloy markets represent about two-thirds of molybdenum usage, the fastest growing market appears to be catalysts in the moly chemical market.

According to Chris Knight of Albemarle Corporation, moly consumption in the catalyst section could grow by more than 30 percent by 2011. The chemical sector could consume as much as 30 million more pounds in the 2006 to 2011 time period.

The global catalyst market is expected to reach US$13 billion in sales this year. Of this the petroleum refining sector should consume about 35 million pounds of molybdenum. The moly is used as a hydroprocessing (HPC) catalyst.


Hydroprocessing catalysts are used in the removal of sulfur, nitrogen and heavy metals in the crude oil refining process. Source: Albemarle Corporation.

Knight explained that the drivers for HPC catalyst and molybdenum demand include:

*
Growing demand for crude oil
*
Continued importance of middle distillate cuts (aviation, diesel fuel)
*
Crude oil feed quality
*
Changing fuel specifications

Over the past 25 years, the overall quality of crude oil has significantly deteriorated. Both the sulfur content and density are increasing. This requires additional processing to bring it to market. Molybdenum-based catalysts are utilized to remove sulfur from petroleum, petrochemicals and coal-derived liquids.

Molybdenum catalysts are used because they are resistant to poisoning by sulfur, and reducing costs in fuel refining.
Over the past two decades the sulfur content in imported crude oil has nearly doubled, as the API gravity has dropped by nearly 10 percent.
Tighter specs over the past 15 years have demanded a higher performing catalyst and more contained molybdenum in those catalysts. Over this time frame, catalyst demand per barrel of crude oil has doubled – an average growth rate of five percent per year.

Knight forecasts the global HPC catalyst growth rate could jump by as much as 8 percent per year through 2010. He expects further fuel emission restrictions and the modernization taking place in China and elsewhere to increase use of molybdenum in the catalyst market. By 2015, he predicted the HPC catalyst market could consume more than 60 million pounds of molybdenum. This could represent a 46 percent increase above current consumption.


Lack of New Primary Mining Supply
Roca Mines in the final construction phase before commencing production next month. Photos above include tailings facility (left) and mill construction (right) were taken in mid May 2007.
The typical molybdenum concentrates being sold by the copper producers, as byproduct mining, contain 40 – 45 percent Mo. Concentrates from primary producers often average 50 – 55 percent.

As a result, primary molybdenum mining operations offer a more desirable concentrate. Technical moly, also known Mo03 (molybdenum trioxide) specifies 57 percent Mo and contains less than 0.05 percent copper and 0.1 percent sulfur. Primary molybdenum producers provide concentrates with lesser amounts of deleterious elements.

Because the concentrate is ‘cleaner,’ less roasting is required to upgrade the material to tech oxide spec. Less electricity is expended to power the multi-hearth furnaces and results during the roasting process. The cleaner primary moly concentrate offers the roaster more flexibility. The higher spec concentrates can be blended with lower spec concentrates to upgrade the overall product, or the roaster can refine the higher spec material separately if the end-user requires it.

The less roasting to bring material up to spec could also help avoid the bottlenecks a few years from now.

Although byproduct molybdenum producers are expected to bear the brunt of increased demand, the copper producers aren’t cooperating. Codelco’s molybdenum production dropped by 25 percent in 2006 to 60 million pounds this past year. Moly production could drop another 15 percent or more this year.

Because of the recent molybdenum price revival, dozens of exploration companies have ‘suddenly’ become molybdenum companies. There are scarce few with a potentially viable project.

Those primary molybdenum producers and future producers we’ve been monitoring appear to moving their projects forward.

Thompson Creek is Thompson Creek. This has emerged as the ‘primary’ primary player in North America while the world waits for Climax to come online again. Some believe the company’s Davidson moly deposit in British Columbia may not arrive on the company’s timetable. If so, then this could further pressure the moly price.

Roca Mines should become a producer during July. But, this company also hopes to expand its operations deeper and should also commence those exploration efforts this summer. In the interim, the high-grade molybdenum found at the company’s MAX mine should become a cash cow in the third and fourth quarters of this year. And for several years forward. Although the company is not yet in production, there appears to be no scarcity of molybdenum traders clamoring for the company’s future production. Another indication of a tight market.

Last month, Adanac Molybdenum Corp ordered its long-lead time equipment for the construction of its mining and milling complex at Ruby Creek. Expenditures totaled nearly C$40 million, for which the company has made its down payments. Also, some time this summer, Adanac should finally receive its permits and commence construction. While the company boasts of 220 million pounds of molybdenum, a recent chat with Adanac consultant Ken Reser suggests Ruby Creek have more pounds than was previously thought. Ongoing drilling results could later confirm this speculation.

We continue to watch United Bolero as a promising development company in Montana. We were told drilling at Bald Butte began over the weekend to upgrade the resource category. Hopefully, the drilling program will also move to its nearby Cannivan Gulch property. Historically, but not technically documented, major miners, who worked these properties in the previous moly cycle, estimated the company’s properties could host more than 400 million pounds of molybdenum.

Primary producers, such as these and possibly others, is what molybdenum end-users are depending upon to meet their needs as we approach 2009, 2010 and beyond.

Over the course of this summer, we’ll further study other potential near-term producers, such as Moly Mines and others.


Conclusion
Many in the industry have warned us about the potential increase of ‘moly dumping’ by the Chinese. Historically, China has helped chill out molybdenum prices in the past. According to Adams, as noted earlier in this article, China could become less of a factor.

Fundamentally, this should not be a concern. Typically, a country is indirectly focused on the background of its leading politician. In China’s case, the eight members of the Politburo Standing Committee – China’s most powerful politicians – are all engineers. All are graduates of engineering or technology schools.

China’s president was trained as a hydraulics engineer. The premier is a geologist, who also has a degree as a mining engineer. The former vice-premier was trained as an electrical engineer, as was the ‘propaganda’ chief. The Secretary of Political and Legislative Affairs was trained as a metallurgist. Others hold degrees in thermal engineering, radio electronics or electronic motor design.

Engineers like to build things. China has embarked on the greatest industrialization period in history, dwarfing the construction of infrastructure of the late 19th century in Europe and North America. Because molybdenum’s applications include architecture, energy, petroleum refinement, coal conversion, chemicals and other industrial applications, we would not be surprised if China soon announces the ‘strategic’ importance of molybdenum (as it has uranium) and stops all exports.

Molybdenum also plays a strong role in numerous and diverse military applications. Globally, military spending reached $1.2 trillion last year. In 2006, China surpassed Japan as the largest military spender in Asia. The U.S. Pentagon estimates China could be spending up to US$125 billion this year. At least ten varieties of ballistic missiles are deployed or in development. Our preliminary research into this subject confirms the large percentage amount of molybdenum utilized in missiles. In some applications, the moly content is greater than 20 percent.

In summary, every time we delve into a new area to investigate demand for molybdenum application, we find growth. Strong demand could surprise many stock and industry analysts over the next decade. In the meanwhile, more primary molybdenum producers need to come forward. Unlike some, we don’t believe the molybdenum story has yet been fully revealed. This summer, we hope to make the molybdenum market more transparent – both on the demand side and the supply side.

[draganj]

Man braucht ja nur kurz darüber nachzudenken: Roca eröffnet in 1-3 Monaten die Mine, hat sehr hohe Grade an Molybdän (weniger Produktionskosten), wird durch weitere Probebohrungen die Reserven erweitern und der Molypreis steigt. Leute, steigt einfach ein, Producer bleibt Producer.

[namib22]

Antwort auf Beitrag Nr.: 29.894.068 von Asynchronmaschine am 14.06.07 17:05:44

Hallo AM,
und ich schau mir die Mine persönlich an mitte August.

Eine Einladung der Invest. Rel. habe ich schon.

Ich bringe auch Fotos mit.

Muss mir doch mal meine Mine anschauen..

[Asynchronmaschine]

das dürfte ganz interessant werden
denn dann sollte die mine bereits in betrieb sein

[KOC II]

hallo




gruss
koc

[Asynchronmaschine]

3 Can Dollar

[MickyMouse1]

Antwort auf Beitrag Nr.: 29.948.633 von Asynchronmaschine am 15.06.07 22:00:51

so, dann habe ich mich mal wieder getäuscht.

Freut mich ja, da ich in Roca ja auch fett investiert bin.
Aber deine Anspielung mit Frick und Mafiabande hättest du dir sparen können, da ich mit Frick nichts am Hut habe, ich bin doch nicht Gehirn ambotiert.

Mein Depot ist in den letzten Woche um 10% in kan$ gefallen und Montag und Dienstag diese Woche auch um 2-3%, Roca hatte auch gerade kräftig nachgegeben. Wie es nächste Woche kommen wird weis auch keiner, also schmeiss mich bitte nicht gleich mit der besagten Verbrecherbande in ein Boot.

Alle anderen Beleidigungen kannst du gerne verwenden, nur bitte nicht diese.
Danke.

[Asynchronmaschine]

du warst doch gar nicht gemeint

[Asynchronmaschine]

Moly bei 35
Die verspätete Aufnahme der Produktion hat in diesem Fall
nur positive Folgen

We'll rok to da moon

[Asynchronmaschine]

übrigens
wer sie noch nicht kennt
schaut mal bei MERCATOR MINERALS
vorbei
ebenfalls eine völlig übersehene Moly Perle

http://www.wallstreet-online.de/community/thread/1128563-1.h…

[Asynchronmaschine]

Neue Molybdänproduzenten gesucht
Erhöhte Nachfrage nach Molybdän durch Stahl und Entschwefelungsanwendungen

China gehört zu den Ländern mit einer signifikant wachsenden Nachfrage nach Molybdän. Auf dem dortigen Markt spielen Stahlanwendungen eine Hauptrolle. Insgesamt drei Viertel des Molybdäns werden für die verschiedenen Stahlsorten benötigt. Es härtet Stahl und wird deshalb gerne als Legierungszusatz verwendet. Allein die Verwendung für Edelstahlsorten schluckt 23 % des Molybdäns. So wächst mit dem vermehrten Einsatz von Stahl auch der Bedarf an Molybdän. Dass die Nachfrage nach Stahl und damit Molybdän aus China bald abebben könnte, erscheint uns momentan recht unwahrscheinlich. China wächst zwar enorm, aber absolut gesehen macht Chinas Stahlverbrauch pro Kopf immer noch nur einen Bruchteil dessen aus, was höher entwickeltere asiatische und nichtasiatische Länder benötigen.
Auch die Katalyseanwendungen sind ein schnell wachsender Sektor. Hier geht es um den chemischen Gebrauch für die Reinigung von Öl, für Öl- und Gasquellen sowie für Teersande. Molybdän wird für schweres Öl und jegliche Kohleverflüssigung benötigt, um den Schwefel zu entfernen und das Endprodukt zu reinigen. Lieferungen aus reinen Molybdänvorkommen werden in den Bereichen der Katalysatoren, der Klebstoffe und der Pigmente benötigt. Die Nachfrager aus dem Segment der Katalysatoren können das Kupfer aus Koppelproduktion nicht gebrauchen und wollen die Kupferverunreinigungen vermeiden. Spezielle Händler befürchten eine mögliche Verknappung des reinen Molybdäns. Die Nachfrage nach Molybdän wird nicht nur durch Upstream-Aktivitäten im Ölsektor mit Bohrungen und Förderplattformen beeinflusst, sondern auch Downstream, mit dem Bau von Ölpipelines und Hochdruckgaspipelines. Für all diese Anwendungen wird Molybdän benötigt. Die gerade genehmigte Pipeline von Alaska nach Chicago verschlingt vielleicht 50 Mio. Pfund Molybdän. Über 80.000 Meilen neue Pipelines sind geplant.
Der Molybdänpreis lag 2002 noch bei 3 bis 5 USD pro Pfund. Auch wenn der Preis des Elements zwischenzeitlich auf über 40 USD hochschnellte sind die heutigen 26 USD pro Pfund Molybdän immer noch ein Vielfaches des Tiefstpreises von vor vier Jahren.
Molybdänproduktion hinkt hinterher
Die Nachfrage nach Molybdän ist in den Jahren 2002 bis 2005 von 280 Mio. auf 400 Mio. Pfund angewachsen. Und offensichtlich gibt es auch in den folgenden Jahren eine weitere Steigerung der Nachfrage. Die auf Metalle spezialisierte Researchgruppe CRU aus London sagt bis 2009 eine Fehlmenge von 6 bis 26 Mio. Pfund voraus. Dabei könnte es sich um recht konservative Schätzungen handeln. Seit Jahrzehnten entstehen keine großen neuen Molybdänproduzenten mehr. Die Mine Endako liefert seit 40 Jahren, Thompson Creek ähnlich lange und Henderson auch schon 30 Jahre. Aber die Laufzeiten dieser großen Minen nähern sich dem Ende. Die Produktion von Molybdän stammte 2004 zu je 28 % aus den USA und Chile sowie zu 19 % aus China. Kanada spielte mit einem Anteil von 6 % eine eher untergeordnete Rolle.
Einige neue Lieferungen stammen aus der Koppelproduktion von Kupferlagerstätten. Nordamerika könnte mit neuen Lagerstätten in Kanada eine Spitzenposition einnehmen, auch weil es derzeit noch keine größeren Molybdänmengen durch neue Lagerstätten gibt. Molybdän wurde lange Zeit recht stark von Phelps Dodge mit der Henderson-Mine kontrolliert. Aber ab 2008 gibt es mit Adanac Moly wahrscheinlich einen neuen Platzhirsch. Larry Reaugh, der Vorstandsvorsitzende des reinen Molybdän-Unternehmens, verkündet im Interview mit dem Frankfurter Finance Newsletter: "Wir sind ab 2008 der erste große börsennotierte Molybdänproduzent mit einer neuen Produktion von mindestens 10 Mio. Pfund im Jahr!"

[Zockempire]

Antwort auf Beitrag Nr.: 29.963.876 von Asynchronmaschine am 17.06.07 10:49:18

Wenn die Mine bei Moly @ 40 USD eröffnet ist noch ne Menge Luft.

KGV ca. 3 bei der geplanten Menge von 3 MM lbs und eine Menge Explorationspotential.

Weit und breit keine neuen Molyproduzenten in Sicht....

[Asynchronmaschine]

selbst nach dem lauf
nur kgv 2 und 3 bei
unseren perlen

unvorstellbar
wenn der molypreis weiter anzieht

[Asynchronmaschine]

Moly’s Diversity Keeps Demand Firm
June 15, 2007 01:24 PM EST

If one believes the forecasts recently made by Terry Adams of UK-based Adams Metals and the Albemarle Corporation (NYSE: ALB), then the escalating demand for molybdenum products could impact the stainless steel business of POSCO (NYSE: PKX). The Korean-based steelmaker, with about 6.5 percent of sales coming from stainless steel, is the world’s fourth or fifth largest, depending upon production or market capitalization.

According to the company’s 2006 annual report, POSCO exports more than 70 percent of its steel products across Asia, mainly to China, Japan and southeastern Asia. In response to record high nickel prices, the steelmaker announced it would begin manufacturing nickel-free stainless steels. So did European steelmakers ThyssenKrupp and Outokumpu, which has heavily relied on its austenitic products.

Would a sustained rally in the moly price result in the same backlash nickel recently suffered? Unfortunately for steelmakers, molybdenum has a broader range of applications than nickel.

At a recent industry conference, Terry Adams shocked his audience by warning of potential supply/demand imbalances commencing as early as 2011. He believes by 2015, the molybdenum price could get ‘interesting.’

But, this wasn’t the first sign of brewing trouble for molybdenum buyers. In early May, one trader told American Metal Market magazine, “We just don’t have any supply available.” He lamented that primary moly producers, also known as swing producers, have ‘nothing to sell right now.’

On June 18th, China is expected to announce the export quotas for molybdenum products it has assigned to a limited number of exporters. Potential labor disputes at copper mines in Mexico and Chile could further reduce available molybdenum supply later in June. A Chilean labor spokesman warned of a ‘hard and prolonged strike.’ Molybdenum mined as a byproduct of copper production accounts for about 60 percent of the global supply.

At this pace, molybdenum pricing could be severely impacted as early as this summer. By next year, if primary molybdenum production doesn’t quickly rise to meet the demand, the pricing climate could worsen for end-users. Some traders believe moly prices could soon creep above previous price peaks two years ago. “Things are going to get a lot firmer because there’s a lack of material,” one trader reported earlier this week. “There’s not a lot on the ground.”

According to different down-the-road forecasts, the magic demand number is 460 million pounds of molybdenum. Adams predicts that projected western world demand could reach this consumption by 2015. Others believe strong moly demand could bring this target consumption a few years earlier.

Another concern is one we highlighted in a previous article.

http://stockinterview.com/News/11082006/Roasting-molybdenum.… USGS molybdenum commodity specialist Michael Magyar warned of a bottleneck, “… we can’t roast much more moly right now. No one is actively permitting for more roasting capacity in North America.

Additional roasting capacity is, however, coming online this year or next, courtesy of Molymet. Adams points out, “With the growth in demand a new roaster, the size of the new Molymet roaster is needed every two years.” Adams further explained, “Without further investment a roaster bottleneck could occur in 2011. Molymet plans another roaster about this time, but this would only allow another two years growth.”

In his presentation, Adams glimpsed in the future. While western world demand should continue to annually increase by three percent, demand in China and the C.I.S. could increase by more than 10 percent every year. “The combined global effect would be an annual growth rate of about 4.5 percent,” he predicted. “Western mines will have to increase production by at least 6 percent per annum.”

As we and others have concluded, Adams forecast, “Increased output at primary (moly) mines will be needed to fill the gap beyond 2009.”

We presume delegates from the junior molybdenum mining attendees mentally began popping champagne corks after Adams announced this point. But it was his next two points which investors should digest:

New or shuttered primary mines will have to open by 2011
By 2013, current primary mines and Climax could be at capacity
High-Level Growth in the Molybdenum Chemical Market
Having researched molybdenum for more than one year, only recently did a couple of technical experts ( http://stockinterview.com/News/06042007/molybdenum-copper-ni… ) help us understand how much molybdenum is utilized in the condenser tubes of nuclear and desalination plants. Because of the diversified applications for this metal, there is less reliable information about the molybdenum sector than in others we’ve explored, e.g. uranium.

We continue to gather data for our next publication, “Investing in the Great Molybdenum Bull Market,’ and will present our detailed research in late August.

We have discovered two strong-growth areas for molybdenum applications.

It’s not just the steel market which uses molybdenum. Although the stainless and low alloy markets represent about two-thirds of molybdenum usage, the fastest growing market appears to be catalysts in the moly chemical market.

According to a spokesman for the Albemarle Corporation, moly consumption in the catalyst section could grow by more than 30 percent by 2011. The chemical sector could consume as much as 30 million more pounds in the 2006 to 2011 time period.

The global catalyst market is expected to reach US$13 billion in sales this year. Of this the petroleum refining sector should consume about 35 million pounds of molybdenum. The moly is used as a hydroprocessing (HPC) catalyst.

Growing global demand for crude oil, changing fuel specifications and strength in demand for aviation and diesel fuel should contribute to molybdenum demand.

Because the overall quality of crude oil has significantly deteriorated, over the past 25 years, more molybdenum could be consumed as a catalyst during the refinery process. Sulfur content in U.S.-imported oil has doubled over this same time period. Molybdenum-based catalysts are utilized to remove sulfur from petroleum, petrochemicals and coal-derived liquids
Tighter specs over the past 15 years have demanded a higher performing catalyst and more contained molybdenum in those catalysts. Over this time frame, catalyst demand per barrel of crude oil has doubled – an average growth rate of five percent per year.

One industry expert expects global HPC catalyst growth to annually increase by eight percent between 2006 and 2010. Molybdenum consumption for this use could increase by 46 percent through 2010. Annual consumption could rise to more than 60 million pounds of molybdenum.

Lack of New Primary Mining Supply
The typical molybdenum concentrates being sold by the copper producers, as byproduct mining, contain 40 – 45 percent Mo. Concentrates from primary producers often average 50 – 55 percent.

As a result, primary molybdenum mining operations offer a more desirable concentrate. Technical moly, also known Mo03 (molybdenum trioxide) specifies 57 percent Mo and contains less than 0.05 percent copper and 0.1 percent sulfur. Primary molybdenum producers provide concentrates with lesser amounts of deleterious elements.

Because the concentrate is ‘cleaner,’ less roasting is required to upgrade the material to tech oxide spec. Less electricity is expended to power the multi-hearth furnaces during the roasting process. The cleaner primary moly concentrate offers the roaster more flexibility. The higher spec concentrates can be blended with lower spec concentrates to upgrade the overall product, or the roaster can refine the higher spec material separately if the end-user requires it.

The less roasting to bring material up to spec could also help avoid the bottlenecks a few years from now.

Although byproduct molybdenum producers are expected to bear the brunt of increased demand, the copper producers aren’t cooperating. Codelco’s molybdenum production dropped by 25 percent in 2006 to 60 million pounds this past year. Moly production could drop another 15 percent or more this year.

Because of the recent molybdenum price revival, dozens of exploration companies have ‘suddenly’ become molybdenum companies. There are scarce few with a potentially viable project.

Those primary molybdenum producers and future producers we’ve been monitoring appear to be moving their projects forward.

Thompson Creek is Thompson Creek. This has emerged as the ‘primary’ primary player in North America while the world waits for Climax to come online again. Some believe the company’s Davidson moly deposit in British Columbia may not arrive on the company’s timetable. If so, then this could further pressure the moly price.

Roca Mines should become a producer during July. But, this company also hopes to expand its operations deeper and should also commence those exploration efforts this summer. In the interim, the high-grade molybdenum found at the company’s MAX mine should become a cash cow in the third and fourth quarters of this year. And for several years forward. Although the company is not yet in production, there appears to be no scarcity of molybdenum traders clamoring for the company’s future production. Another indication of a tight market.

Last month, Adanac Molybdenum Corp ordered its long-lead time equipment for the construction of its mining and milling complex at Ruby Creek. Expenditures totaled nearly C$40 million, for which the company has made its down payments. Also, some time this summer, Adanac should finally receive its permits and commence construction. While the company boasts of 220 million pounds of molybdenum, a recent chat with Adanac consultant Ken Reser suggests Ruby Creek have more pounds than was previously thought. Ongoing drilling results could later confirm this speculation.

We continue to watch United Bolero as a promising development company in Montana. We were told drilling at Bald Butte began over the weekend to upgrade the resource category. Hopefully, the drilling program will also move to its nearby Cannivan Gulch property. Historically, but not technically documented, major miners, who worked these properties in the previous moly cycle, estimated the company’s properties could host more than 400 million pounds of molybdenum.

Primary producers, such as these and possibly others, is what molybdenum end-users are depending upon to meet their needs as we approach 2009, 2010 and beyond.

Over the course of this summer, we’ll further study other potential near-term producers, such as Moly Mines and others.

Conclusion
Many in the industry have warned us about the potential increase of ‘moly dumping’ by the Chinese. Historically, China has helped chill out molybdenum prices in the past. According to Adams, as noted earlier in this article, China could become less of a factor.

Fundamentally, this should not be a concern. Typically, a country is indirectly focused on the background of its leading politician. In China’s case, the eight members of the Politburo Standing Committee – China’s most powerful politicians – are all engineers. All are graduates of engineering or technology schools.

China’s president was trained as a hydraulics engineer. The premier is a geologist, who also has a degree as a mining engineer. The former vice-premier was trained as an electrical engineer, as was the ‘propaganda’ chief. The Secretary of Political and Legislative Affairs was trained as a metallurgist. Others hold degrees in thermal engineering, radio electronics or electronic motor design.

Engineers like to build things. China has embarked on the greatest industrialization period in history, dwarfing the construction of infrastructure of the late 19th century in Europe and North America. Because molybdenum’s applications include architecture, energy, petroleum refinement, coal conversion, chemicals and other industrial applications, we would not be surprised if China soon announces the ‘strategic’ importance of molybdenum (as it has uranium) and stops all exports.

Molybdenum also plays a strong role in numerous and diverse military applications. Globally, military spending reached $1.2 trillion last year. In 2006, China surpassed Japan as the largest military spender in Asia. The U.S. Pentagon estimates China could be spending up to US$125 billion this year. At least ten varieties of ballistic missiles are deployed or in development. Our preliminary research into this subject confirms the large percentage amount of molybdenum utilized in missiles. In some applications, the moly content is greater than 20 percent.

In summary, every time we delve into a new area to investigate demand for the molybdenum application, we find growth. Strong demand could surprise many stock and industry analysts over the next decade. In the meanwhile, more primary molybdenum producers need to come forward. Unlike some, we don’t believe the molybdenum story has yet been fully revealed. This summer, we hope to make the molybdenum market more transparent – both on the demand side and the supply side.

[coffeemaker2006]

Hi,

ich bin noch nicht so lange dabei ich für Moly werte zu interessieren,
habe mir aber jetzt mal mehrere angeguckt und bin von Roca sehr überzeugt, da die Produktion bald startet.
Bin einer von den Stargold geschädigten und informiere mich jetzt lieber selbst.
Mich verwundert nur der Unterschied zwischen Bid und Ask.
wollte heute zu 2,05 Kaufen und habe keine bekommen.

[Asynchronmaschine]

ja
die kursstellung hier in deutschland kann man vergessen
riesiger spread, aufschlag im kurs, wenig material

wenn möglich sollte man in kanada handeln

laut auskunft von roca sind sie dran
hier einen ordentlichen listing auf die beine zu stellen
mal schauen was draus wird

in kanada werden sie bald von den venture exchange an die
grosse börse wechseln
vorrang hat momentan aber die aufnahme der produktion

[Asynchronmaschine]

China moly quotas may cut exports by 30% Wed Jun 20, 2007 By Alfred Cang
SHANGHAI, June 20 (Reuters) - China's newly adopted molybdenum export quotas may cut exports of the minor metal by as much as 30 percent, aiming to keep more of the country's mineral resources in Chinese hands, trade sources said on Wednesday.
The policy change would also help Beijing to reduce the country's trade surplus, which climbed more than 80 percent in the first five months of 2007 from the same period a year earlier.
"I heard the volumes of the new quotas could be just 70 percent of total annual exports," said a trader at Jinduicheng Molybdenum Group, the world's third-largest molybdenum producer.
The trader said his company had not received actual official amounts for the quotas, which are expected to be released as early as this week.
He added it was also not clear whether the quotas would be calculated based on total Chinese molybdenum exports last year, or on the volume of exports by firms which have been granted export licences under the new quota system.
A China-based trader at Phelps Dodge Corp. (PD.N: Quote, Profile , Research) said a draft proposal for quota volumes had been circulated among major traders and producers to seek comment, but a final decision had not yet been reached by the central government.
"The quota will have a major impact on long-term trade in the market, compared with other measures such as export duty increases," he said.
Beijing has said it would limit exports of molybdenum and indium from June 18 by introducing a quota system and issuing licences to exporters, but did not give the volume of products that might be exported under the quota system.
Earlier this month, it issued a list of firms that were allowed to export indium and molybdenum and their products.
Only about half the firms that applied to export were authorised to do so, based on their size and volume of trade.
Beijing is trying to limit exports of molybdenum and indium to encourage processing firms to locate in China, and to preserve reserves of currently too small to absorb production.
The quota system is expected to lift international molybdenum prices <0#MINOR>, but the effect could be muted in the short term as an export tax increase imposed on some molybdenum products in June had already driven up the overseas market, they said.
"The price differential for the metal between Europe and China has already widened in June since the tax policy was amended, and I do not expect it will widen further," said the trader at Jinduicheng.

[draganj]

Roca fängt zu flackern an, wartet nur ab bis es dick rauskommt.

[Asynchronmaschine]

neue bilder auf der hp

[Asynchronmaschine]

Eric Sprott im Mai
http://www.bnn.ca/servlet/HTMLTemplate/!robVideo/robtv0726.2…

[Asynchronmaschine]

PLATTS: China may grant export quotas for 12,000 mt
moly for balance 2007
China is likely to grant export quotas for a total of 12,000 mt of
molybdenum-related products for the balance of 2007 to the licensed Chinese exporters of the products, industry sources in China said on Thursday. China's Ministry of Commerce earlier announced that a total of 32 molybdenum producers and traders had met government standards to get required licenses for exporting molybdenum products, effective from June 18. An official from Chaoyang Jinda Molybdenum, one of the licensed exporters, told Platts: "We've heard of a total amount of 12,000 mt of molybdenum products for exports (for the balance of 2007). But we haven't heard of any details on the quantity of quotas that will be granted to each exporter." The official added that China exported 18,000 mt of ferromolybdenum and 24,000 mt of molybdenum oxide in 2006. "The export cut for this year is likely to be a big one and will certainly affect prices." An official from another licensed exporter Jinduicheng Molybdenum Mining (JDC) said: "We still have't received any official announcements so far....It's true that the market is now talking a total of 12,000 mt of export quotas. Our company representative is now in touch with the related government authority to find out more details." He added: "Chinese suppliers are cautious about offering their material now, awaiting further details on the export quotas. But if the export amount is right, it's likely to impose a big impact on the market because it will be a big cut on exports compared with the amount of last year." The JDC official said that China exported slightly above 50,000 mt of molybdenum-related products in 2006. A source close to Chinese producers said: "This seems to be a small amount (on exports) compared with last year. I expect export prices will rise in the long-run due to reduced exports from China while domestic prices will be pressured down by more supplies in the local market.

[Asynchronmaschine]

NEW YORK -- After spending several weeks within reach of
record highs, molybdenum prices have slipped due to a sales lull driven by lower demand from U.S. stainless and specialty steel producers. Ferromolybdenum has fallen to between $34 and $36 per pound from $36 to $38 previously, while molybdic oxide has slipped to $30 to $33 per pound from $33 to $35 at the end of May. "There has been a slight consolidation in the ranges," a trader aid. "And stainless demand has dropped off, which should have a substantial impact going forward." Traders still see potential on the other side of the summer decline. "It would be pretty unusual to reach a high in the summer months," a second trader said. "There isn't a big flood of material in the market, but these prices are more a matter of lower demand. Stainless has cut back and demand from high-strength low-alloy steels is off. The percentage of moly in these steels is small, but their consumption volumes are large and when demand is off we see things come off in moly." An upswing in demand at summer's end could see molybdenum prices nudging back up to record territory, traders said. Meanwhile, Thompson Creek Metals Co. recently made changes to its marketing strategy by adding Jeffrey Allison, formerly of Climax Molybdenum, to head its sales and marketing team, a source at the company confirmed Friday. The decision marks the end of a 12-year marketing relationship with HOC Metals Inc., which previously handled Thompson Creek's molybdenum.

[winRo]

wann möchte Roca noch mal Produzieren ??

Hab ich verschludert

[Asynchronmaschine]

letzter stand war
mitte diesen Jahres
allerdings lassen die letzten bilder vom aufbau der mine
vermuten, dass es noch ein paar wochen länger dauern wird
vermutlich doch erst august, september, november??!!

namib iss in 4 wochen vor ort
mal schauen was er berichten wird

das KGV 2008 von 3 hat weiterhin gültigkeit

[winRo]

genau das habe ich mir auch gedacht,
nach dem akt. stand der Bilder.

Beobachte Roca schon ca. 3 Monate, hab mich aber für TCM entschieden, trotzdem paar Reserven habe ich noch um Roca zu kaufen , aber wenn man die Umsetze sieht dann überlegt man sich doch in Kanada zu kaufen.


danke Asy-maschien.

[kaffeefan]

Antwort auf Beitrag Nr.: 30.203.411 von Asynchronmaschine am 23.06.07 17:42:51

...das KGV 2008 von 3 hat weiterhin gültigkeit

Also ich komme da realistisch und trotzdem optimistisch eingestellt auf ein anderes KGV:

rund 100 Mio Aktien,
momentaner Kurs ca 2,70 US-$,
volle Produktionskapazität die ersten 10 Jahre ca 3,0 Mio lb/Jahr,
Gesamt-Steuersatz ca 35%,
durchschnittlicher Gewinn vor Steuern, für Verkauf des Moly-Konzentrates pro Pound reines Moly durch mittelffristige Lieferverträge, ca 20,-US-$

Beachte den Abzug für Transport, AfA und Fremdröstung.

Reingewinn: ca 39 Mio US-$/Jahr
Gewinn je Aktie: 0,39 US-$
KGV: 6,92
Also rund 7

Wenn du jetzt hier was anders siehst, oder sonst wie bemängelst dann bleib sachlich und führe dann die Gegenberechnung.

[winRo]

Frage / Anmerkung

es gibt bestimmt Lieferverträge zum akt. Moly Preis,
und wenn es welche gibt,dann sind die im KGV einberechnet.

das sollte man berücksichtigen.
oder Teusche ich mich da !

winRo

[Asynchronmaschine]

für 2008 sieht die letzte rok präsentation
5 mill lbs förderung vor
aktien + optionen = 94 mill
möglicherweise stehen wir bei moly
nächstes jahr bei 40
welche kgv wir heute für 08 sehen
wissen wir schlussendlich erst nächstes jahr

fazit
keine schulden
enormer cash flow steht bevor
grosse spannung, was birgt der berg an reserven in der tiefe
siehe rok präsenation

zusatz:
MERCATOR MINERALS sieht von den kennzahlen noch besser aus

[Asynchronmaschine]

Three Top Metals Stocks: TFN Market Insights 04/18/07

http://www.youtube.com/watch?v=PHeF39oxgko

[dafi1974]

Antwort auf Beitrag Nr.: 30.268.951 von Asynchronmaschine am 24.06.07 09:59:41

um was geht es da hab momentan leider kein ton
danke

[kaffeefan]

Antwort auf Beitrag Nr.: 30.211.225 von winRo am 23.06.07 20:54:07

Hallo,

prinzipiell ist es so , daß längerfristige Lieferverträge gegenwärtig deutlich unter dem hier allseits bekannten Spotpreisen abgeschlossen werden.
Bei Uranoxid sind es gegenwärtig gut 30% Abschlag auf die gegenwärtigen ca. 130,-US-$/lb.
10-20% sehe ich mindestens auch bei neuen Molylieferverträgen bei Lieferzeitraum von ca. 3 Jahren.
Maßgebend sind doch die Prognosen der meisten Investmentbankanalysten.

[kaffeefan]

Antwort auf Beitrag Nr.: 30.212.896 von Asynchronmaschine am 23.06.07 21:44:02

Hallo,

du kannst nicht von den 5 mio lb am Anfang ausgehen, sondern die jährliche Fördermenge in den ersten 10-15 Jahren.

Außerdem ist es unsinnig jetzt hier KGV-Berechnungen anzustellen mit viel höheren Molypreisen als gegenwärtig.
Genauso falsch ist die Annahme, daß die Produktenpreise steigen werden und die Produktionskosten konstant bleiben würden.

Auch mögliche unendeckte "Schätze" kalkuliert niemand außer Fantasten in die Bewertung ein.

Es gibt derzeit bessere Molywerte,
z.B. Merkator, Adanac, Moly Mines , Idaho General
Wenn der Molypreis in der Region bleibt wo er derzeit liegt, haben diese Firmen ein wesentlich (auch sicheres) größeres Kurssteigerungsppotential als TCM oder Roca.

[Asynchronmaschine]

im letzten jahr waren sie aber nicht schlechter
und wer weiss
was in der tiefe noch liegt
siehe seite 18 http://www.rocamines.com/i/pdf/ROK-ppt.pdf
der nachbrenner könnte gezündet werden
wenn in der tiefe das liegt
was man vermutet
solange heisst es warten auf die bohrergebnisse
mal schauen, was namib von seinem besuch vor ort berichten kann

[kaffeefan]

Antwort auf Beitrag Nr.: 30.282.403 von Asynchronmaschine am 24.06.07 19:33:43

Hallo,

...im letzten jahr waren sie aber nicht schlechter

Was interessiert die Vergangenheit.
Man kauft keine Aktien auf Grund ihrer vergangenen Performance!!!

[Asynchronmaschine]

die zukünftige entwicklung kennt keiner
vielleicht sieht der chart nächstes jahr wieder so aus
wer weiss das schon
fette reserven unter den jetzt bekannten
und rok läuft auf 20
hier ist alles möglich

[Asynchronmaschine]

die lassen es dort ganz ruhig angehen
sie wollen wohl die mine erst eröffnen
wenn der moly bei 40 steht

[kaffeefan]

Antwort auf Beitrag Nr.: 30.315.683 von Asynchronmaschine am 25.06.07 22:39:55

Sehr schöne Momentaufnahme,
wo hast du die her?

[Schwabinho]

Antwort auf Beitrag Nr.: 30.315.683 von Asynchronmaschine am 25.06.07 22:39:55

Es wird aber auch gearbeitet

[Asynchronmaschine]

die bilder sind von der roca seite

[Asynchronmaschine]

da haben wir mal wieder viele hinter uns gelassen
das wird nicht das letzte mal gewesen sein

[Asynchronmaschine]

AMM:Molybdenum quotas may tighten US mart
Jun‑26‑2007 6:08PM
New York -- Reports that China has reduced molybdenum export
quotas by 50 percent from last year have U.S. buyers and sellers bracing for a tight second half of 2007. The government reportedly has set the quota at about 16,000 tonnes of molybdenum products for the second half of the year—12,000 tonnes earmarked for ferromolybdenum and molybdic oxide, with the balance for
molybdenum-related chemical products and metal products, including ingot, rod, bar and scrap. "This is definitely going to add to the market's firmness. Regardless of what demand does, this is going to have a big effect. They're cutting exports by half," a trader said. Most industry observers had expected China to cut the quota by 30 percent. In 2006, China exported 28,768 tonnes of molybdic oxide and 18,598 tonnes of ferromolybdenum, totaling 47,366 tonnes, according to customs figures, putting the average half-year export quantity at 23,683 tonnes. The Chinese government has not confirmed the new quotas, but traders said they received word of the quotas from local foreign trade bureaus. The quotas are expected to go into effect July 1. The news had an immediate psychological impact in the U.S. market, but there might be a lag before the market feels the pinch of lower Chinese shipments. "Mentally, prices will go up right away. It certainty will give the appearance of a material shortage," a second trader said. But a more dramatic impact won't be seen until the fall, as slow spot sales will help to temper a price hike. "For now, things are flat but steady. There is no big boom, but still there isn't a lot of available
material sitting around," the second trader said. "The only real business we're seeing is for prompt delivery. Mills don't want to buy on a forward basis." But once the summer slowdown ends, the reality of the Chinese quotas will run the market back up to record territory, traders agreed. "There is a constant growth in demand in stainless steel and there is going to be a lot less supply to meet that," the first trader said. "And on top of the quotas, there is less material coming out of South America because the copper guys have exhausted their high-moly-grade ores while trying to capitalize on its high prices over the past couple of years." Reduced output from Corporacion Nacional del Cobre de Chile (Codelco) is expected to tighten the U.S. supply picture. Kennecott Utah Copper Corp., Magna, Utah, and Thompson Creek Metals Co., Toronto, have both projected lower production this year. Market sources put ferromolybdenum at between $35 and $38 per pound in the
United States vs. $36 to $38 previously, while molybdic oxide is $31 to $34 per pound, up from $30 to $33.

[Asynchronmaschine]

so sahs diesen monat aus

[Zockempire]

Roca ist ein Safe Play. Produktion und real Cash Flow am Horizont.
Und keine Versprechungen und "dann wird nix gefunden/produziert", wie bei so vielen Explorern.

Auf dem Chart von Asynchron kann man ja gut sehen, dass der Markt das schätzt.

[admire]

[Asynchronmaschine]

diese antwort von ROCA
erhielt ein anderer aktionär

Thanks for your questions.

1 & 2. We remain confident in our target of initial production mid-2007 (most likely July) and to produce 3 million lbs. of moly by the end of the year.

3. We're not planning to do another financing.

4. Hopefully revenues of US$12-15 million a month will make some shareholders happy. As for other things in the pipeline, plans for exploration at Foremore as well as a deep drill program at MAX have been formalized. We are waiting for drills on both projects with MAX being likely next month and Foremore in August/September. We have a number of other exploration projects as well as the tungsten zones on the MAX property that we'd like to work on as well this year.

Best regards,

[admire]

Börse Frankfurt: Freundliche Töne aus den USA kurbeln hiesige Investoren an

Die Gründe für die allgemein schwachen Aktienmärkte der vergangenen Tage sind nach der Einschätzung von Skontroführer Jan Vrbsky hauptsächlich in den USA zu suchen. Vrbsky betreut für die Baderbank internationale Aktien im Paketthandel Frankfurt. Die Angst vor Zinserhöhungen, die Krise im Hypothekensektor und die Schieflage zweier Hedgefonds habe vor allem den Finanzsektor belastet. „Jetzt hat sich die Zinsseite wegen des eingetrübten US-Verbrauchervertrauens etwas aufgehellt. Die US-Märkte haben gestern im Plus geschlossen und die europäischen Börsen jetzt nachgezogen. Grundsätzlich sind die Aktienmärkte jetzt in eine sehr volatile Phase eingetreten, das hohe Wirtschaftswachstum ist vor allem in den USA etwas eingetrübt“, ergänzt Walter Vorhauser von Close Brothers Seydler.
boerse.de Eilmeldung: US- BIP 1. Quartal finale Schätzung!

Das U.S. Department of Commerce in Washington hat seine finale Schätzung zum US- Bruttoinlandsprodukt (BIP) für das 1. Quartal 2007 veröffentlicht.

Dabei wurde ein BIP-Anstieg von 0,7 % im Vergleich zum Vorquartal vermeldet. In der zweiten vorläufigen Schätzung war dagegen eine Zunahme von 0,6% ausgewiesen worden. Analysten hatten im Schnitt einen Anstieg von 0,8% erwartet.

(Quelle: U.S. Department of Commerce)

[Zockempire]

June 28, 2007
More Moly Supply Problems
First a strike update:

The PCU Peru mine strikes continue and have 9% of worldwide Moly supplies offline.
The union of the Chilean Collahuasi mine, controlled by Anglo American and Xstrata, just voted to go on strike. It will take about a week to get underway, but that's another 3% of worldwide Moly supplies set to go offline bumping the total offline to 12%! of worldwide production.
Now we get a report that Chile's Moly production (without any strikes) is down year-over-year by 6.2%. Here's some calculations:

Production is down 238 tons/month or 5.7 million lbs/year.
That's 1.5% of worldwide production.
Meanwhile, the Chinese are expected to cut their Moly exports by 50%. In the past, Moly shortfalls were made up by the Chinese, but its pretty clear its not happening that way this time. This analyst (don't know how reputable he is) is expecting Moly prices to jump above their previous record sometime after labor day.

Meanwhile, Moly demand is growing by something like N 4% per year (see this and that and that).

http://montyhigh.typepad.com/world_of_wallstreet/2007/06/mor…

[Asynchronmaschine]

"Moly-Talk"..
PLATTS: China grants 12,825 mt moly oxide, FeMo quotas for balance 2007
Jun, 28th
China has granted export quotas for a total of 12,825 mt of molybdenum oxide and ferromolybdenum for the balance of 2007 to the licensed Chinese exporters of the products, industry sources in China said on Thursday. The country also granted 4,000 mt of molybdenum chemical and metal products during the period.
Up until now, there have been no official announcements on the China's Ministry of Commerce web site on the size of export quotas but some Chinese exporters told Platts that they had received the notice directly. China's Ministry of Commerce earlier announced that a total of 32 molybdenum producers and traders had met government standards to get required licenses for exporting molybdenum products, effective from June 18. An official from China's Sing Horn Group, one of the licensed exporters, said: "We should have received the actual figures on export quotas for our company but our management has not given us the approval on disclosing any details." An official from another exporter Chaoyang Jinda Molybdenum said the company was granted 750 mt on exporting molybdenum oxide and ferromolybdenum. "We are not satisfied with the [small] amount.... and right now, we are very cautious about offering our material as we have to count every single quota and will lose one each time we export," he said. "We target to offer at high prices now as we don't have many quotas for this year."
An official from moly major Jinduicheng Molybdenum Mining (JDC) said each exporter should have received notices from the government on the number of quotas granted. The JDC official, however, refused to disclose more details. "We decided not to publicly announce the details because it's a sensitive issue....we think the quotas granted for our company are being too small." He added that the moly quota system would have a bigger impact on large-scale molybdenum producers. "The impact is especially strong for our company which deals in long-term contracts with customers." He added that the company was not offering any spot material at the moment. "We have not yet received any new export licenses granted by the local government authority and hence we are not exporting any spot material," he said. The JDC official said during the January-May period, China exported 12,052 mt of molybdenum oxide and 8,569 mt of ferromolybdenum. A source close to the Chinese producers said: "It's understandable that Chinese exporters don't want each other to know about the amount of export quotas they have been granted." He added that export prices for both molybdenum oxide and ferromolybdenum were likely to continue be on the rise due to forthcoming reduced exports from China According to industry sources, local traders said in the near future, export prices were likely to rise while domestic prices were under pressure. One local trader said: "The export market is now at a standstill because every one is watching how the market will be affected by the new export policy." The export quota system is believed to be a move by the Chinese government to further curb exports of energy-intensive industries in order to protect the country's available reserves.

[Asynchronmaschine]

'Moly' nearing two-year high
Jonathan Ratner, Financial Post
Published: Friday, June 29, 2007
The mysterious metal that is molybdenum, or "moly" for short, could rise above record prices last seen in June, 2005, if reports that China may cut export quotas on moly products by roughly 50% prove correct. News is expected next week. Moly, primarily a by-product from copper mining, but also mined on its own, has risen from less than US$5 per pound in early 2003 to around US$35 these days. Blackmont Capital analyst George Topping thinks average prices will reach US$50 per pound in 2008 due to tight demand that he says is only exacerbated by investment funds. He thinks prices will continue to fall after that, eventually averaging US$10 in 2012 and beyond. While there appears to be a lack of public information available about element number 42 on the periodic table (symbol Mo), which is typically used to strengthen iron and steel, "most of the easily attainable moly production from existing operations has already been accessed and in some cases is now declining," Mr. Topping said in a research note. Meanwhile, he said it takes roughly two years to add a moly plant to existing copper projects that are not equipped to capture the moly they mine. This is one symptom of what he calls a "lack of faith" in the moly rally and a market characterized by indifference. Nonetheless, Mr. Topping expects demand to remain strong in coming years due to demand and the limited number of advanced deposits. Sprott Asset Management's new molybdenum participation fund, which will buy and sell physical moly much like its does with its uranium fund, will also likely tighten the market suddenly, he said, adding that this could catch the market off guard.

[Asynchronmaschine]

kanada am montag zu!!!
feiertag

[Asynchronmaschine]

so in etwa sehe ich das auch:

At least Mo prices have moved up from ~$25 last fall to $35 today. And looks to be going to $40+. Next year should be a dandy. 5MM lbs in '08 at $40 is a nice bit of $. '08 cash flow assuming $40Moly = US$40lb less 10% sales agreement less $5lb all in costs= US$31/lb cash flow x 1.1 forex x 5MM lbs = ~C$170MM in cash flow in '08. Current market cap is only C$215MM. Trading at ~1.25x '08 cash flow. Another friggin steal of a company, especially as they have that deep Henderson potential and if they find more high grade Tungsten, could be another mine in the making. Roca is dirt cheap and has a hell of an upside kicker. Just how many of these juniors are being given away? 1-1.5x next year's cash flow? And most of that flows to the bottom line as they typically have tax loss carry forwards to offset taxes. I don't think there's ever been a sector that has been so incredibly cheap. Oil and Gas producers would die and go to heaven with these sorts of cash flows and clean balance sheets. Most juniors oils leverage up with 1x-2x debt to cash flow. These metal juniors have zero debt typically, or projects so robust that they can pay off the debt in a matter of months once they get into production.

[Asynchronmaschine]

TORONTO, July 4
TSX: MLY, MLY.WT - Sprott Molybdenum
Participation Corporation (the "Corporation") announces that its net asset value as at June 29th, 2007 was $240 million or $5.40 per issued and outstanding common share. The fair market value of securities of companies that explore for, mine and/or process molybdenum held by the Corporation (the "Portfolio Investments") was $196 million, the fair market value of molybdenum
oxide purchased for delivery in the forth quarter was $20.5 million and $50 million was invested in cash and money market securities as at June 29, 2007. Gross appreciation in the value of the Portfolio Investments since January 1, 2007 was approximately $36 million. Please note that all of the figures are approximate and unaudited. The Corporation calculates its net asset value and the fair market value of the Portfolio Investments at 4:00 p.m. (Toronto time) on the last day of each week that the Toronto Stock Exchange is open for business.
Top ten holdings (as at June 29, 2007)
1. Thompson Creek Metals Company Inc.
2. Idaho General Mines Inc.
3. Quadra Mining Ltd.
4. Inca Pacific Resources Inc.
5. Mercator Minerals Ltd.
6. Roca Mines Inc.
7. Moly Mines Limited
8. International PBX Ventures Ltd.
9. Galway Resources Ltd.
10. Golden Phoenix Minerals Inc.

About Sprott Molybdenum Participation Corporation
-------------------------------------------------
The Corporation is an investment holding company created to invest in molybdenum assets. The primary investment objective of the Corporation is to achieve capital appreciation by investing in securities of private and public companies that explore for, mine and/or process molybdenum and by investing in, holding, selling and otherwise transacting in all commercial forms of molybdenum. It is not an investment strategy of the Corporation to actively speculate with regards to short-term changes in molybdenum prices. The Corporation's investment mandate will provide investors with several benefits. It will provide investors with the opportunity to invest in commercial forms of molybdenum, which is currently unavailable through an exchange. In addition, it will provide investors with a diversified portfolio of securities of private and public companies that explore for, mine and/or process molybdenum. No securities regulatory authority has either approved or disapproved of the contents of this news release. The securities being offered have not been and will not be offered or sold in the United States or to, or for the account or benefit of, a "U.S. person", as such term is defined in Regulation S under the United States Securities Act of 1933, as amended. This press release is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any of these securities in the United States.

[Asynchronmaschine]

Little let-up for commodities as China powers ahead
BEIJING (Reuters) - China is a long way from satisfying the voracious appetite that has powered a five-year global bull market in commodities from iron ore to soybeans. With the main commodity futures indexes well below last year's highs, efforts by China to reduce its reliance on imported raw materials have encouraged those skeptics who scoff at talk that a long super-cycle in commodities is now well-entrenched. But most analysts see things differently. They say it's no accident that China has accounted for over 60 percent of the increase in world demand for many commodities in recent years. China is undergoing the greatest migration from the land to the cities the world has seen, generating demand for steel to build skyscrapers and cars and for copper to carry electricity.
And the new armies of urban industrial workers, their ranks swelling by about 10 million a year, are spending more of their higher wages on meat, underpinning the price of grains. "Most commodities in China still look extremely bullish and China's influence looks fairly positive," said Adam Rowley, a commodities analyst with Macquarie Bank in London. "On trend, we would see China as an unstoppable force in these markets." China's economy is likely to grow by 10.9 percent this year, marking the fifth straight year of double-digit expansion, a top government think-tank said on Wednesday. The last time the economy grew faster was in 1994. To support growth, China in 2006 added electricity-generating capacity that was almost as much as France's existing capacity. Yet, befitting a developing country, China's consumption of commodities is still low. It uses less than 2 kg (4.41 lb) of aluminum per person a year, compared with 12-14 kg in Japan and North America. "As long as you have growth continuing at the rate it is now, and the industrialization in China, I don't see the demand for metals coming off at all," said Helen Henton, head of commodities research at Standard Chartered Bank in London.
SUPPLY RESPONSE
Still, at the margin, China's response to fast-rising prices has started to weigh on some commodity prices, analysts say. For instance, substitution with cheaper raw materials has slowed Chinese demand for copper and nickel. Rowley also noted that Chinese companies boosted alumina production by around 54 percent last year, helping to drive down the spot price from a record $650 a tonne in the first quarter of 2006 to around $350 now. Malcolm Southwood of Goldman Sachs JBWere said that while China's demand will buoy many commodities, it could expand its output of others sufficiently by 2009 to darken their price outlook. In a note to clients, Southwood said alumina, stainless steel, steel products and nickel could fall into this category. Increased efficiency in processing commodities could also dampen demand, experts say.
On the energy front, China's dependence on imported oil will continue to grow even if Beijing introduces a fuel tax and raises fuel efficiency standards for vehicles, said Yang Fuqiang, head of the China office of the U.S.-based Energy Foundation. Foreign oil may account for 55 percent of total consumption by 2010 and 65 percent by 2020, Jiang Xinmin, a researcher at the Energy Research Institute, a government think-tank, said on Saturday. China now imports about 46 percent of its oil. As stockpiles of key grains drop, China could also become a significant net importer of agricultural products, analysts say.
POLICY SHIFTS
Furthermore, recent shifts in government policy should also prop up a number of commodities. Export taxes imposed on certain metals to cap output of low value-added goods that create a lot of pollution will slow production of aluminum and ferro-alloy in particular, said Michael Komesaroff of Urandaline Investments. "That will be supportive of prices. Demand will be strong, but China will start initially to be balanced and will then resort more and more to the world economy," he said. In weighing up China's importance for global commodities, a comparison with fast-growing India, which also has a population of more than 1 billion, is instructive. Both could use about 10 percent more copper this year, Southwood of Goldman Sachs JBWere said. While that would boost Indian demand by 35,000 tonnes, China's consumption would soar 400,000 tonnes, he said. Jim Rogers, a noted fan of commodities who helped found the Quantum Fund with George Soros, said that, short of a bird flu epidemic, rising demand in China and the rest of Asia was bound to prop up many commodities even if there was a U.S. recession. "We're in a bull market for commodities," Rogers said from Singapore. "This bull market has a long way to go."

[Asynchronmaschine]

Are “moly mania” prices here to stay?
Strong demand, as well as production bottlenecks, may keep molybdenum prices high for the next few years

The same fundamentals that have been driving up prices of the better known metals are spilling over onto their exotic cousin, molybdenum. Over the past couple of years, the price of this “energy” metal has more than tripled from its 10-year average of US$10 a pound. With concerns about future supply in an already tight market and bottlenecks at smelters, analysts say, molybdenum’s historically high prices are here to stay — at least, until the end of the decade. David Charles, mining analyst at Toronto-based GMP Securities LP, is calling for the hard white metal to average US$26.50 a pound in 2007, increasing to US$28 in 2008, before dropping back to US$18 in 2010 and US$9 thereafter. But he thinks these estimates may be understated in the long term.
“We believe our long-term price is conservative and some of the planned molybdenum projects may not be economical at US$9 a pound,” he says in a May report. Molybdenum provides strength and corrosion resistance for many types of steel and stainless-steel alloys, especially in high-temperature environments. Its main uses are in furnaces, high-temperature applications in the lighting and glass industries, electronics, nuclear energy and aerospace. Growing applications for the metal include flue-gas desulphurization at coal-burning power plants, oil and gas pipelines, condenser tubes in nuclear plants and catalysts in the petroleum refining sector. In some of these applications, it is difficult to substitute molybdenum with other substances such as vanadium because of the former’s unique attributes. Although just 10 companies currently control about 65% of global molybdenum mine production, some of the more forward-thinking players in the mining industry are already capitalizing on “moly mania” by creating publicly traded entities with a molybdenum focus, giving investors an opportunity to participate in the metal’s bull run. For instance, Toronto-based Sprott Securities Inc. recently launched Sprott Molybdenum Participation Corp., hoping to replicate the success of a similar vehicle launched two years ago called Uranium Participation Corp. While UPC invests strictly in uranium, the moly fund invests not only in molybdenum oxide but also its related equities, which tend to appreciate faster than the underlying commodity. As of April 30, Sprott’s moly fund had a net asset value of $220 million, or $5.27 a share, up $34 million from Jan. 1. Sprott’s top holding is Thompson Creek Metals Co. Inc., recently acquired by Blue Pearl Mining Ltd. Toronto-based Blue Pearl was just another tiny junior focusing on exploration of the Davidson molybdenum property in British Columbia before it raised US$575 million — US$402 million of that in debt securities — to buy privately owned Thompson Creek and its North American assets, last year. Now Thompson Creek is the largest publicly traded, stand-alone molybdenum producer in the world. Thompson Creek recently traded at $18 a share, up from a 52-week low of $1.70, making it the TSX’s best performer for the year ended June 8. According to London-based Roskill Information Services, global consumption of molybdenum was about 400 million pounds in 2005 and is forecast to grow to about 490 million pounds by 2010. Meanwhile, mine production totalled 410 million pounds last year, about 76% of which is produced as a byproduct of copper mining. According to Charles, production has grown at an annual rate of 5.3% a year since 2001, but increased by almost 16% in 2004 as Western copper producers ramped up production to take advantage of higher molybdenum prices. He expects this growth to stabilize at 4.3% because most of the new copper mines coming onstream in Latin American or the Congo do not recover molybdenum. Supply from China, which controls an estimated 39% of the world’s molybdenum reserves, could also plummet as the Chinese government reduces exports. “They view themselves as funding the development of the Western world with their natural resources at prices they consider too low,” says Thompson Creek president and CEO Kevin Loughrey, who just returned from a fact-finding mission to China. “They want to marshal their own resources for their own consumption.” China just raised its tax on molybdenum exports to 15% from 10%. Loughrey sees quotas and export licences becoming the norm as China cracks down on the amount of metal leaving the country. This choke on supply would, in turn, drive up the molybdenum price. Like uranium but unlike other metals such as nickel and copper, molybdenum inventories are far from transparent. Rather, the metal’s price is dependent on direct transactions between producers and consumers, who respond to supply/demand fundamentals dictated by global economic conditions. The metal is unhedged and there is no forward market. The lack of transparency, especially in supply from China, is partially responsible for a volatile molybdenum price. For instance, global inventories fell to historical lows in mid-2005, driving the price up to a peak of US$37.44. But higher prices, in turn, lowered demand and increased supply, resulting in a small surplus by the end of 2006 and a more stable price of US$25-US$30 a pound. At that price, Thompson Creek — which has survived a few down cycles in its 15-year history — can make very good money. UBS Securities Canada Inc. recently revised its 2008 earnings estimate for the firm to US$2.12 a share from US$2. Net income is expected to be US$164 million in 2007, rising to US$279 million in 2008. Thompson Creek owns the namesake mine and concentrator in Idaho; 75% of the Endako mine, concentrator and roaster in B.C.; the Langeloth roasting facility in Pennsylvania; and the high-grade Davidson deposit, also in B.C. A handful of junior mining companies that have strong exposure to molybdenum and potential for near-term production are also listed on the Toronto Stock Exchange. Loughrey says that, because the molybdenum price is volatile, deposit grades are key, allowing higher-grade producers to ride out the tough times. At historical molybdenum prices, anything higher than 0.1% molybdenum would be considered a good grade, while lower-grade deposits may be economical at today’s prices. He adds that because the conversion of molybdenum sulphide into salable product is difficult, investors should be wary about how companies state their resources. “It’s a fairly complex thing to turn moly sulphide in the ground to moly oxide out of the roaster,” he says. “It’s worth being very careful about the numbers people tout about the size of their deposit.”
Vancouver-based Columbia Yukon Explorations Inc. holds the rights to explore the Storie molybdenum deposit in B.C. The historical resource estimate for Storie is 100.5 million tonnes graded at 0.077% molybdenum. The deposit has potential for growth. Columbia recently raised $3.2 million to investigate the deposit’s extensions in preparation for a pre-feasibility study next spring.
Toronto-based Virgin Metals Inc. has two advanced exploration-stage molybdenum/copper porphyry properties in northern Mexico: Los Verdes and the less advanced Cuatro Hermanos. The Los Verdes property is a historical molybdenum producer with resources of 10.5 million tonnes graded at 0.124% molybdenum. The company estimates the deposit could produce as much as 2.5 million pounds of molybdenum and nine million pounds of copper a year. Another potential winner is Roca Mines Inc., which intends to be the first new Canadian molybdenum producer when its 100%-owned MAX deposit southeast of Revelstoke, B.C., begins operations this summer.
Roca will initially focus on a high-grade core containing 280,000 tonnes graded at 1.95% molybdenum sulphide. Then — if prices permit — it will expand to a larger deposit of 43 million tonnes graded at 0.20% molybdenum. White Rock, B.C.-based Adanac Molybdenum Corp. has also been an investor darling, doubling to $2 a share from $1 earlier this year. Adanac owns the Ruby Creek deposit, a low-grade bulk-tonnage deposit in B.C., and three moly or moly/copper projects in Nevada. Adanac expects to begin producing from Ruby Creek in early 2008.

[Asynchronmaschine]

ein aktionär hat mit doug -ir mann-
gesprochen:

Mine start up very likely in August. Doug says earlier than later. [I am assuming mid August]. Whatever the case, it's very close - a matter of weeks.
Tailings pond: Are building an interim structure to coincide with mill completion. The bulk of the tailings dam will be completed later this year and added to as needed in future years. Building 5-7 year capacity to start.
Still thinks getting 3MM lbs in H2 is doable. Continue to see additional high grade ore during mine development. Are not stockpiling the ore as it will oxidize [new one on me - I didn't realize ore could oxidize so quickly]. But the stopes are drilled and ready to be blasted, mucked and hauled to the mill. Will use low grade stuff to commission the mill, then the good stuff. Expect commissioning to take day-weeks rather than months.
Hinted at increase beyond 5MM lbs is possible [likely?] in '08. Sounds like another mill capacity expansion is in our near future. Noted that the crusher has 2500tpd capacity and are looking for another mill. Fairly obvious what some of the robust cf will be used for...
Permits: Need to get mine/mill into operation so as to see empirical results and submit to regulators for unrestricted mining. Have kept regulators informed and have been meeting with them to ensure Roca provides all necessary data for a quick approval. Need the second adit for ventilation [but will give needed flexibility for mine development as well]. On schedule for end of year completion to be ready for mine expansion and permits for '08.
Exploration: Hope to start this month drilling for that big Henderson target from underground. Just waiting on arrival of a rig. Will scratch around for Tungsten later in the year. Too much snow on top right now.
Foremore: Fairly big exploration program this summer. Nova Gold activity is making logistics easier. Market not giving any value for the play so thinking of spinning it out with some of the other early stage projects. Perhaps later in the year after the AGM.
Had an interesting talk about financings etc and the need for warrants and their effect on the stock (those ~1MM shorts aren't there by accident or because the fundies are poor or the mine is delayed). One of the financing lock up date expires soon and is the likely explanation. [I suggest if there is s/p weakness in the near future that people take advantage of the opportunity]. The dreaded warrants [a pet peeve of mine] they issued earlier this year have a history and he wasn't at liberty to divulge the reason.
I asked what Roca's plans for the future. [I suggest a little company with lots of cash flow is one of two things: an acquirer or fish bait.] He says they want to remain indy [they all say that], but I suggest Roca is a nice tidbit for the likes of a Thompson Creek or somebody who wants Mo production and robust cash flow now at top of market prices. [Things could get very interesting when deep drilling reports are released in the fall in conjunction with production and mine expansion.]
Expects to have a Grand Opening once the mill is up and running and wants to trot out the usual pols looking for a photo op. The first metal mine in BC in a decade will guarantee good press, so they're likely to show in force. He said he will set up a visitation day for shareholders to have a look-see as well.
I am still holding the vast majority [~85%] of the shares I bought a year ago. Any s/p weakness and I'll top it back up to 100%.
With 3MM lbs production in H2 and 5MM lbs in '08, Roca will generate impressive cash flow and the market will reward them for it. The shares have based nicely and when the PP shares dry up and start up announcement, Roca is only going one direction...

[Asynchronmaschine]

ich rieche schon 2-stellige kurse

[Zockempire]

Antwort auf Beitrag Nr.: 30.541.555 von Asynchronmaschine am 07.07.07 16:28:46

Bei Mineneröffnung könnte eine schnelle 100% Rally drinn sein.

[Asynchronmaschine]

über 3 can dollar festsetzen und dann
100%
ja, ich bin dafür

[Broker_Hans]

VANCOUVER, BRITISH COLUMBIA--(Marketwire - July 10, 2007) - Roca Mines Inc. (TSX VENTURE:ROK) ("Roca" or the "Company") provides the following update on development and exploration activities at the MAX Molybdenum Project southeast of Revelstoke, British Columbia.

Development of the MAX Molybdenum Mine has advanced significantly in the past two months with initial production now targeted to begin in approximately six weeks. Roca began its fast-tracked development of the project only 14 months ago and the Company's contractors have met numerous construction milestones in many areas, including;

Underground Development - Development of the decline and 25 metre (m) sub-levels now provides access to the upper stopes. Ongoing development work will provide access to lower stopes for subsequent phases of mining. An electric-hydraulic long-hole production drill will be mobilized to site on July 18, 2007 to commence production drilling of the initial stopes. Ore from these stopes will be available soon after commencing long-hole drilling.

Crusher / Mill & Concentrator - All of the heavy equipment, including; crushers, feeders, primary grinding mills, regrind mill and thickener tanks have been installed and are being wired to electrical controls. All of the large motors and electrical systems have been delivered to the site after inspection, repair and testing previously conducted off-site. Where required, new liners, bearings, motors and other items are also being fitted prior to startup. The mill and crusher buildings' structural steel has been erected and cladding will be applied shortly. Galleries between the various buildings are being completed prior to the installation of conveyors.

Temporary Construction Camps - The Company has purchased and recently completed the installation of a second construction camp providing more flexibility for housing of its staff and contractors.

Key areas of the project that remain to be completed include the following;

Electrical Systems Installation - An electrical power distribution system for the MAX mine and mill is being completed allowing for load-sharing and efficient power usage from three new 1,000 kW (each) diesel gensets. The crusher and mill buildings are being readied for internal power distribution to equipment and lighting.

Tailings Facility - After producing and stockpiling various crushed borrow and rockfill materials for the past four months, construction of the main (south) dam is now well underway. Excellent weather conditions have aided in the organization and placement of the dam materials. Starter dam elevations will be completed prior to the targeted production date. Ongoing dam construction will progress to an ultimate 2007 dam height by early fall.

Accelerated Phase II Development - The development of a second parallel adit (tunnel) to the deposit is well underway. The second access will immediately improve ventilation and lower operating costs of the underground mine. The adits will also provide primary access for long-term development and planned expansion phases of the MAX Mine.

The Company has also acquired an additional ball mill, currently located in Spokane, Washington, for future expansion of the mill's grinding circuit. This unit, a Harding 9.5 X 15, 700 hp ball mill will be installed after production startup thereby providing flexibility and additional capacity for the operation of the mill.

MAX 2007 Exploration Programs - The Company has completed the development of an underground drill station from which a new exploration program will be conducted. A diamond drill will be mobilized to the site in approximately two weeks to carry out an exploration program that will focus on expanding the known molybdenite resource at depth.

Roca plans to be the first new primary molybdenum producer in Canada. The permitted PHASE I mine plan for MAX will focus on the deposit's high-grade zone containing 280,000 measured and indicated tonnes grading 1.95% MoS2 (refer to T.N. Macauley's 43-101 compliant technical report dated September 2004 available via SEDAR). Molybdenum currently trades in the US$32 - 33/lb range and is a key alloy in the manufacture of stainless and specialty steels, including pipelines and other energy-related steel infrastructure.

Property Acquisition - The Company recently signed an option agreement to acquire a 100% interest in 513 hectares contiguous with its Tin City Property (see Company news release dated Dec. 1, 2006). Roca has paid the vendor $12,300 on signing and, to complete the acquisition, must pay an additional $100,000 and issue 50,000 common shares prior to June 5, 2009. The property is subject to a 2.5% Net Smelter Return, which may be reduced to 0.5% upon payment of $1.5 million. This transaction is subject to TSX Venture Exchange approval.

ROCA MINES INC.

[nussknakker]

Antwort auf Beitrag Nr.: 30.624.690 von Broker_Hans am 11.07.07 02:53:00

na da bin ich ja mal gespannt, ob aufgrund dieser news der große Ruck
durch den Kurs geht und wir morgen alle Millionäre sein werden.

NK

[admire]

Antwort auf Beitrag Nr.: 30.624.791 von nussknakker am 11.07.07 07:05:53

morgen auch

aber der gute Wille ist da

[Asynchronmaschine]

jaaaaaaaaaaaaaaaaa
WIR SIND nahezu PRODUZENT
darauf haben wir lange gewartet
darauf

[mfierke]

Antwort auf Beitrag Nr.: 30.624.934 von Asynchronmaschine am 11.07.07 07:48:13

nicht übertreiben, da fehlt aber noch ein Stück

[MielkeErich]

Antwort auf Beitrag Nr.: 30.624.934 von Asynchronmaschine am 11.07.07 07:48:13

Das isch dos noch erläbn dorf !!!!
Isch freumsch ganz doll.

Euer Erich

[Asynchronmaschine]

@mfierke
ich übertreibe doch nicht
noch ca. 6 wochen
wenn man bedenkt
das andere firmen noch bohren, studien verfassen, genehmigungen einholen, geld einsammeln, ausrüstungen bestellen
müssen
und hier gehts im August los
da wird man doch wohl mal das glas erheben dürfen

[Schwabinho]

Die News kam doch auch in Canada nachbörslich.

Dürfte für etwas Kaufdruck sorgen heute

[Asynchronmaschine]

oh
schon 6500 stück in d umgestzt
das ist recht ordentlich
verglichen aber mit anderen klitschen
wo die meute tobt
ist das aber gar nix

[mfierke]

Antwort auf Beitrag Nr.: 30.625.958 von Asynchronmaschine am 11.07.07 09:23:52

aber zu einen richtigen Produzent?? wie Blue/TCM? da müssen noch eine Menge Studien kommen

[Schwabinho]

Antwort auf Beitrag Nr.: 30.626.700 von mfierke am 11.07.07 10:06:30

Deshalb ist sie ja auch günstiger bewertet...

[mfierke]

Antwort auf Beitrag Nr.: 30.626.781 von Schwabinho am 11.07.07 10:10:49

richtig, jeder hat mal klein angefangen, ich bin ja auch schon eine Weile investiert, Tiefschläge gab es noch nie groß

[nussknakker]

Antwort auf Beitrag Nr.: 30.626.700 von mfierke am 11.07.07 10:06:30

Das sehe ich ganz anders:

Im Laufe des bisher projektierten Minenlebens im hochprozentigen Bereich wird
ein solch massiver cash-flow realisiert, der zum Großteil in die weitere
Exploration gehen wird. Es steht klar in der news, dass bereits eine Bohrausrüstung
für Tiefenbohrung unterirdisch installiert wird. Damit ist der Weg frei für weitere Verifizierung
der tatsächlichen dort noch nicht bestätigten Vorkommen.

Es sollte auch kein technisches Problem sein, nach Abbau der Hochprozenter von den
vorhandenen Abbaustollen weiter nach unten zu gehen. Einzig das
Problem muß geklärt werden : wie Moly-haltig sind die tieferen Schichten des deposits. Bei den
heutigen Preisen sind auch 0,08 % abbauwürdig.

NK

[Asynchronmaschine]

@ mfierke
wieso?
sie wollen dieses jahr 3 mill lbs und nächstes jahr
5 mill lbs fördern
gut, das ist wesentlich weniger als tcm
aber man produziert dann ebenfalls
und generiert cash in enormer höhe

wie bereits erwähnt
davon sind die anderen weit entfernt
nächstes jahr startet dann Mercator Minerals

die größte fantasie steckt bei rok in den tiefenbohrungen
und nicht vergessen
rok hat nicht einen dollar schulden
das wird in der schatulle nur so rappeln

[nussknakker]

Antwort auf Beitrag Nr.: 30.626.700 von mfierke am 11.07.07 10:06:30

Prognose:

Kurs zum Jahresende 2007 5,85 CAN DOLLAR
Wie sagt der Ami so schön:

RETIRE WITH SAND BETWEEN YOUR TOES.

Bin schon dran.

NK

[ultRARElaxed]

ähm, hüstel,
ich hätte da mal eine Frage,
aus dem Molybdäensulfid muß doch irgendwann mal der Schwefel
raus bevor man es verkaufen kann.
Wie hat man vor das hier zu regeln, nachdem Idaho Thomson keine Röster-Kapazitäten mehr frei zu haben scheint , und neue Röster in absehbarer Zeit wahrscheinlich nicht genehmigt werden?
Wie gesagt nur eine Frage!

[nussknakker]

Codelco copper mines hit by violent protests
Tue Jul 10, 2007 7:32PM EDT
Email | Print | Digg | Reprints | Single Page [-] Text [+]
Featured Broker sponsored link

Power. Price. Service. No Compromises.(Updates with night shift cancelled at Andina)

By Antonio de la Jara

SANTIAGO, July 10 (Reuters) - Chile's Codelco suspended copper production for an entire day at one of its four mining divisions on Tuesday and curbed operations at another plant following violent protests by striking workers.

The disturbances were the most serious yet in a two-week stand-off between Codelco, the world's biggest copper miner, and subcontracted workers who are demanding improved pay and conditions.

Codelco, which provides the world with more than 10 percent of its copper, stopped extracting minerals at its El Teniente division in central Chile after protesters wrecked trucks carrying copper from the mine and hurled stones at buses transporting workers to their shifts.

Chilean television showed the trucks strewn across a road with their tires deflated and wind screens smashed. Piles of copper cathodes were still strapped to the trailers.

Extraction resumed in the afternoon and a Codelco spokesman told Reuters the situation had returned to "complete normality".

The division continued producing copper throughout the stoppage, but only because it was using existing mineral stock.

El Teniente, 65 miles (100 km) south of Santiago, is the second-largest of Codelco's four mining divisions and home to the world's biggest underground copper mine.

The division produced nearly 420,000 tonnes of copper last year, around 23 percent of Codelco's total output.

ANDINA OUTPUT SUSPENDED

Codelco, which produces some 1.8 million tonnes of refined copper a year, said output remained suspended at its Andina division, 50 miles (80 km) north of Santiago, after a transport worker was seriously injured in disturbances on Monday.

It said the worker suffered a fractured cheek and impaired hearing and vision after being hit by a rock thrown at the bus he was traveling in.

Codelco spokesman Antonio Varas said Andina's operations would remain suspended until Wednesday morning, and possibly for longer if the violence continues to jeopardize worker safety.

"The midnight shift isn't going up (to the mine) for safety reasons," he told Reuters. "The mine will remain paralyzed at least until Wednesday morning when we'll assess the situation."

Andina is the third-largest of Codelco's divisions and produced 248,000 tonnes of refined copper in 2006 -- some 14 percent of Codelco's total.

The violence comes 15 days after subcontracted workers at Codelco launched what they describe as a nationwide strike.

The workers are not employed directly by state-owned Codelco but perform tasks like earth clearing, catering, truck driving and cleaning at Codelco mines.

They say they want their salaries brought more into line with the company's unionized staff, who have enjoyed ample pay raises and bonuses as the copper price has soared in recent years, boosting Codelco profit.

Codelco says it cannot meet the main demands of the subcontracted workers because it is not their direct employer.

The company held talks with leaders of the strike on Tuesday and, in a statement issued by Codelco, both sides in the dispute condemned this week's violence.

Codelco said less than 10 percent of the 30,000 subcontracted workers at its facilities were involved in the protests.

COLLAHUASI STRIKE

The trouble at Codelco comes at the same time as a strike by workers at one of Chile's largest privately owned copper mines, Collahuasi, in the extreme north of Chile.

Workers at the plant extended their strike into a second day on Tuesday but a union source said the two sides were due to meet in the evening for the first time since the action started, offering hope of a resolution.

Collahuasi, majority-owned by industry heavyweights Xstrata Plc (XTA.L: Quote, Profile, Research) and Anglo American (AAL.L: Quote, Profile, Research), produces around 8 percent of Chile's copper.

The Collahuasi strike prompted a spike in the price of copper in international markets on Monday but prices subsided on Tuesday.

(Additional reporting by Gideon Long and Manuel Farias in Santiago)

[nussknakker]

Antwort auf Beitrag Nr.: 30.627.109 von ultRARElaxed am 11.07.07 10:29:51

Machst Du Dir auch Gedanken, wo der Stahl für die Autos des 3.-
größten Herstellerlandes China herkommt ?

Na siehste.
Wer Moly braucht weiß auch wo Rösterkapazitäten sind.
Auch das ist, wie fast alles, nur eine Frage des Preises.

NK

[mfierke]

Antwort auf Beitrag Nr.: 30.626.892 von Asynchronmaschine am 11.07.07 10:16:48

ist ja alles richtig, zu Mercator ist unsere Roco ja noch richtig preiswert. Da der Sprott auch noch dahinter steht, kann nichts schief gehen, genau wie bei ADANAC

[ultRARElaxed]

Antwort auf Beitrag Nr.: 30.627.574 von nussknakker am 11.07.07 10:56:19

...wenn ich nen Wert auf der Watchlist habe, der Autos in China herstellt natürlich schon, falls ich die Antwort nicht schon weiß.

Darf mich aber trotzdem für die Antwort bedanken, betrifft ja nicht
nur ROK sondern die ganze Molywelt, ROK ist halt schon am nächsten
an der Produktion dran, deswegen hab ich die Frage hier reingestellt,
lag vielleicht auch am Minenupdate von heute...


so long

[Asynchronmaschine]

[Asynchronmaschine]

Mercator
ist günstiger bewertet als
Roca
zwar nicht auf 2008-er basis
aber auf 09-10-er
meine meinung auch zu Mercator
Perle
ziel 30-40 can dollar

[Asynchronmaschine]

zu unten
ich weiss nicht
wer rocas röster ist
das beunruhigt mich aber nicht weiter
sie werden schon einen abnehmer haben
ich weiss auch nicht
in welcher röhre oder in welchem tanker das rocas moly am ende landet
man kann sich sehr viel mit aktien befassen
aber irgendwo muss man einen schlusstrich ziehen
aber eventuell kann der ir mann die frage beantworten

[Asynchronmaschine]

3,22 nicht schlecht
aber alles unter 9
ist nicht der rede wert

[Schwabinho]

ATH ist übrigens bei 3,34 CAD.

Wäre doch ein schönes Zeichen, wenn es heute mit anständigem Volumen geknackt wird...

[Asynchronmaschine]

joh
bei 3,27-29 sind wir schon
das sollte doch zu schaffen sein

[Schwabinho]

Antwort auf Beitrag Nr.: 30.633.344 von Asynchronmaschine am 11.07.07 16:16:59

Na aber hallo!

Volumen passt auch....

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.633.367 von Schwabinho am 11.07.07 16:18:07

Nur bei uns kein Volumen schade eigentlich

[Asynchronmaschine]

zu hoher spread und zu wenig stücke -bid ask
roca wollte eigentlich ein ordentliches listing in die wege leiten
naja, kann ja noch werden
kanada gibt die richtung vor

[Broker_Hans]

Der Zug kommt jetzt richtig ins Rollen.Da werden sich manche in den Arsch beisen.

[Broker_Hans]

Glaube die Jungs wollen alle kein Geld verdienen

[Asynchronmaschine]

3,36
bald stehen wir dort
wo Mercator Minerals gerade -8,35- steht

Mercator wird aber im gleichen zeitraum ebenfalls weiterlaufen
long term ziel bei ML 30-40

[Asynchronmaschine]

es sitzen nur ganz wenige im zug
hans, zockempire, ein paar paniker und namib
der demnächst vor ort in der mine ist
wir sind eine kleine aber feine gesellschaft
die die fahrt geniessen
auf dem nebengleis
auch mit volldampf
equinox minerals
mercator minerals
dragon oil
...
ich hör auf
soviel nebeneinader laufende gleise gibts gar nicht

[Lanzelott]

Hallo alle zusammen!
hat jemand realtime-link von can?
Danke

[Doow]

Antwort auf Beitrag Nr.: 30.635.388 von Asynchronmaschine am 11.07.07 17:41:13

es sitzen nur ganz wenige im zug


Schön, dann sind ja noch ein paar Sitzplätze frei

VG

Doow

[cyberinvestor]

Antwort auf Beitrag Nr.: 30.635.388 von Asynchronmaschine am 11.07.07 17:41:13

ein paar paniker?


Gruß
CI

[upinniemi]

Antwort auf Beitrag Nr.: 30.639.448 von cyberinvestor am 11.07.07 20:29:04

www.panikboard.de

[cyberinvestor]

Antwort auf Beitrag Nr.: 30.639.811 von upinniemi am 11.07.07 20:44:16

Hast Du Dich für diese Antwort extra angeldet?


Gruß
CI

[RudiXXX]

TRading Halt in Kanada.

Der Zug ist jetzt schon länger als manche glauben.

[upinniemi]

Market Regulation Services - Trading Halt - Roca Mines Inc. - ROK
Wednesday July 11, 3:10 pm ET


VANCOUVER, July 11 /CNW/ - The following issues have been halted by Market Regulation Services (RS):

Issuer Name: Roca Mines Inc.
TSX-V Ticker Symbol: ROK
Time of Halt: 15:03 EST
Reason for Halt: Pending News

For further information

Market Regulation Services Inc., [phone]

[upinniemi]

Market Regulation Services - Trading Halt - Roca Mines Inc. - ROK
Wednesday July 11, 3:10 pm ET


VANCOUVER, July 11 /CNW/ - The following issues have been halted by Market Regulation Services (RS):

Issuer Name: Roca Mines Inc.
TSX-V Ticker Symbol: ROK
Time of Halt: 15:03 EST
Reason for Halt: Pending News

For further information

Market Regulation Services Inc., [phone]

[RudiXXX]

Aus der Traum.
Nochmal 20Mio Aktien an canacord verschenkt für weniger als 3CAd Netvallue.

Wir wurden sabotiert.

[Asynchronmaschine]

Mercator explodiert auch
+0,71
8,92

[Asynchronmaschine]

Roca Announces Bought Deal Financing
July 11, 2007 - 03:10:33 PM
Roca Announces Bought Deal Financing

Roca Mines Inc. (TSX VENTURE:ROK) ("Roca" or the "Company") confirms an
agreement with Desjardins Securities Inc. (the "Underwriter") to raise
$13,006,200 on a bought deal basis consisting of a private placement of
4,090,000 Units at a price of $3.18 per Unit. Each Unit is comprised of one
common share (a "Share") and one-half of one Share purchase warrant (each
whole Share purchase warrant, a "Warrant"). Each Warrant entitles the holder
to acquire one Share at a price of $4.00 at any time for a period of 24 months
from the date of the closing of the Offering.

The Company has granted the Underwriters an Over-Allotment Option to purchase
from the Company, up to an additional 15% of the Offering at any time up to
5:00pm (Toronto time) on the day which is 30 days following the Closing Date.

In connection with the Offering, the Underwriters will receive on Closing, a
cash commission of 6% of the gross proceeds and a number of broker warrants
equal to 6% of the number of Units sold under the Offering. Each broker
warrant will entitle the holder thereof to acquire one common share at the
issue price of the Units for a period of 12 months from the date of issuance
of the broker warrants.

Closing of the transaction is expected to occur on or about August 1, 2007 and
is subject to normal regulatory approvals. The net proceeds of the Offering
will be for acceleration and expansion of mine development at the Max
Molybdenum Project in British Columbia, for exploration and for general
corporate purposes. It remains subject to the execution of an underwriting
agreement, TSX Venture Exchange approval and other usual conditions.

The securities offered have not been registered under the U.S. Securities Act
of 1933, as amended, and may not be offered or sold in the United States
absent registration or an applicable exemption from the registration
requirements. This press release shall not constitute an offer to sell or the
solicitation of an offer to buy nor shall there be any sale of the securities
in any State in which such offer, solicitation or sale would be unlawful.

[DAU2006]

Wieso gab es dafür einen Trading-Halt?

Bedeutet wohl, dass es erstmal wieder down geht, zumindest auf 3,18 CAD, vielleicht auch ein paar Prozent tiefer bis zum Abschluss der Finanzierung.

Was haltet ihr davon?

Gruß

der DAU

[dafi1974]

Antwort auf Beitrag Nr.: 30.643.031 von DAU2006 am 11.07.07 22:45:13

In CAN wird das pp eher positiv gesehen,bin auf morgen gespannt

[segelmaus111]

Antwort auf Beitrag Nr.: 30.643.768 von dafi1974 am 11.07.07 23:28:36

hi,
ich seh es auch positiv. 3,18 $ ist ein guter preis, sichert mE den Kurs nach unten ab.

bis morgen

[KiKo]

A bought deal financing helped boost shares of Roca Mines (TSX: V.ROK, BullBoards) on Wednesday. The company's shares were up 9.8% to $3.35 after it announced it had raised $13 million in a bought deal with Desjardins Securities. The deal comprises a private placement of 4.09 million units at $3.18 per unit. Each unit is one share plus one half of one share purchase warrant.
Quelle: http://www.stockhouse.ca/shfn/article.asp?edtID=19950

[MielkeErich]

Antwort auf Beitrag Nr.: 30.635.388 von Asynchronmaschine am 11.07.07 17:41:13

Doch, gibt es.
Auf jedem Verschiebebahnhof.

Aber da gibt es noch eine Besonderheit:
Habrn die Waggons mal den Hochpunkt erreicht, laufen sie
antriebslos den Berg wieder runter bis sie im richtigen Gleis an der richtigen Position zum Stehen kommen.

EM

[Schwabinho]

Es gab doch gestern die Frage bezüglich des Rösters.

Hier ist die Antwort:



We don't and won't have a roaster. First, they are expensive and hard to permit vs. the additional value that could be added to our product. We will be selling a molybdenum concentrate (un-roasted) that will fetch nearly 90% of the spot moly price. Our buyer is responsible for the cost of transporting our material from our mine to wherever they choose to have it roasted and ultimately, sold.

Hopefully this answers your question.

[ultRARElaxed]

Antwort auf Beitrag Nr.: 30.648.167 von Schwabinho am 12.07.07 08:45:34

das hat meine Frage beantwortet,
und eigentlich noch eine andere, mit dem Verkauf ab Werk, sozusagen.

besten Dank !

[Schwabinho]

Wurde der Handel gestern wieder aufgenommen oder ist Roca immer noch ausgesetzt?

[Asynchronmaschine]

gestern kein handel mehr
geht dann aber heute mit börsenbeginn wieder weiter

[Asynchronmaschine]

ich kann mich erinnern
das es bei equinox minerals
ähnlich lief
eines tages kam ne sehr gute news
und der kurs zog stark an
am nächsten tag eine weitere news
u.a verwässerung durch neue aktien
es fanden sich natürlich einige trader oder was auch immer
die ihre aktien unbedingt loswerden wollten
der kurs fiel demzufolge auch zurück auf niveau vor dem starken anstieg

längerfristig denkenden anleger können sich nur daran erinnern
das da mal was war
das depot weiss davon heute nix mehr
siehe chart

[Kelthe]

Antwort auf Beitrag Nr.: 30.648.387 von Asynchronmaschine am 12.07.07 09:05:41

Es ist noch kein Handel möglich. Meine Orders sind gelöscht wurde...


Gruß Kelthe

[Asynchronmaschine]

ich war zu unkonkret
ich meinte den heimatmarkt
15:30 gehts weiter

[dafi1974]

ich glaube es wäre besser gewesen wenn man das pp anfang der woche gemeldet hätte wo der kurs unter den 3,18$ lag

[Asynchronmaschine]

wenn die mine ende august
in betrieb geht
ist das vergessen
die fundamentaldaten haben sich ja deshalb nicht grossartig gändert
es sind nun in summe ca 100-102 mill aktien + optionen
wieviel buden kennt man so
die eine marketcap von roca haben und nie einen dollar verdienen werden

mal schauen
was namib uns von seiner vor ort besichtigung berichten kann

[Asynchronmaschine]

für alle
die den Bäckersong
noch nicht kennen
http://www.flachlaender.net/downloads/index.php?file=4.Die%2…

[beautifulmind]

Antwort auf Beitrag Nr.: 30.643.873 von segelmaus111 am 11.07.07 23:36:10

So ist es!
Die Aktion läßt an Sprott denken, lief bei TCM ähnlich

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.651.611 von beautifulmind am 12.07.07 12:20:34

Wär nartürlich super segelmaus111 oder nicht wenn Sprott dabei ist.

[Asynchronmaschine]

http://www.bloomberg.com/apps/news?pid=20601082&sid=aBjHwoBx…

" Roca Mines Inc. (ROK CN) gained 30 cents, or 9.8 percent, to a record C$3.35. The Vancouver-based minerals explorer said in a statement that development of its MAX molybdenum mine in British Columbia progressed ``significantly'' in the past two months and that it plans to begin production there in about six weeks.

Roca also benefited after molybdenum miner Thompson Creek Metals Co. (TMC CN) increased by 21 years the estimated life span of its Endako mine in British Columbia on the basis of larger reserves and higher assumed long-term prices for the metal used to harden steel and prevent rust. Moly Mines Ltd. (MOL CN), another molybdenum explorer, rose today, gaining 42 cents, or 11 percent, to C$4.38. "

[Schwabinho]

Na dann kann es ja wieder losgehen!


Roca Mines to resume at 6:30 a.m. PT


2007-07-12 09:01 ET - Resume Trading

[Asynchronmaschine]

Taxe 3,45
hat aber nix zu bedeuten
warten wir mal die ersten minuten ab 15:30 ab

[Asynchronmaschine]

3,39

[Broker_Hans]

Bei uns aber kein Handel

[Asynchronmaschine]

naja umsatz, spread und preisaufschlag sind hier eh etwas
ungünstig
in kanada steigt es momentan
3,42-3,44
was will man mehr
von mir aus können die makler hier auch noch schlafen
wenn roca die 9 nimmt

[Asynchronmaschine]

3,63

[Schwabinho]

Antwort auf Beitrag Nr.: 30.656.111 von Asynchronmaschine am 12.07.07 16:34:30

Na geht doch!!!

[waldi17]

Antwort auf Beitrag Nr.: 30.655.430 von Asynchronmaschine am 12.07.07 16:01:58

3,56 in Canada = 2,48 Eur

[beautifulmind]

es ist nicht zu verstehen, warum die Aktie hier zulande noch
einen solchen Dornröschenschlaf führt

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.657.065 von beautifulmind am 12.07.07 17:22:37

Die leute Wollen einfach kein Geld verdienen

[Asynchronmaschine]

1000 klicks hier und heute
das haben wir im ganzen januar februar zusammen nicht gehabt
langsam rückt roca in den fokus
ganz langsam
aber immerhin rührt sich was
was steht an
- bohrergebnisse
- das erste produzierende quartal
- wechsel an die TSE
es werden noch viele in den zug zusteigen wollen

we'll rok to da moon

und irgendwann wird auch ML -Mercator Minerals in den fokus rücken
immerhin starten die nächstes jahr mit der molyproduktion
und 10 mill lbs pro jahr ab 2009 das ist enorm

[cyberinvestor]

Antwort auf Beitrag Nr.: 30.657.065 von beautifulmind am 12.07.07 17:22:37

Die deutschen Makler befinden sich heute auch im Dauerschlaf.


Gruß
CI

[Schwabinho]

Kursdaten 12.07.2007 Canadian Exchange
Kurs:
21:59:42 3,65 +8,96%

ATH jetzt bei 3,73

[Schwabinho]

Antwort auf Beitrag Nr.: 30.664.859 von Schwabinho am 13.07.07 09:03:23

Volumen gestern 2,3 Mio!

üblich sind sonst 500 K

[Nonne1]

mein kaufbefehl wurde einfach abgelehnt
konnte einer von euch heute schon kaufen

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.665.100 von Nonne1 am 13.07.07 09:18:04

Der Makler schläft noch

[ultRARElaxed]

Antwort auf Beitrag Nr.: 30.665.100 von Nonne1 am 13.07.07 09:18:04

Keine Preise in Frankfurt,
seit dem Trading Halt in Kanada...

Wahrscheinlich hat der Makler in Frankfurt Angst gehabt sich die
Finger zu verbrennen, wenn er sich welche in Kanada holt.
Passiert halt manchmal.

[upinniemi]

Habe gerade mit München telefoniert. Es konnte mir kein Grund
für die Aussetztung in D nennen.

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.665.295 von upinniemi am 13.07.07 09:30:23

Warum Aussetztung gestern wurde doch auch in canada gehandelt

[upinniemi]

Antwort auf Beitrag Nr.: 30.665.370 von Broker_Hans am 13.07.07 09:34:42

Wie gesagt, trotz mehrmaliger Nachfrage konnte mir von dem
Herrn der Münchner Börse kein Grund genannt werden warum heute
nicht gehandelt wird. Ich nenne das "Aussetzung".

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.665.452 von upinniemi am 13.07.07 09:39:22

Danke dir

[upinniemi]

Antwort auf Beitrag Nr.: 30.665.480 von Broker_Hans am 13.07.07 09:40:38

Frankfurt sagt: Handel geht am 18.07.2007 in D weiter, da an der Heimatbörse "Parallelhandel" stattfindet, d.h. es gibt von den Aktien in Kanada unterschiedliche "Gattungen". Handel get weiter wenn dies bereinigt ist.

[Schwabinho]

Frankfurt taxt wieder:

Bid: 09:55:23 2,43 412
Ask: 09:55:23 2,62 382

[Asynchronmaschine]

mhmm, muss man das verstehen

[britpop2007]

Handel startet wieder!!! Kurs 2,43, Ask bei 2,62 € So gefällt mir das!!!

[Asynchronmaschine]

aber mit solchem spread -19 cent
und keine nennenswerte anzahl im bid und ask
lockt man keine käufer an
so wird das nix
rok sollte sich wirklich mal um ein vernünftiges listing hier kümmern
laut ir wollten sie da was unternehmen

[ultRARElaxed]

Antwort auf Beitrag Nr.: 30.665.953 von Asynchronmaschine am 13.07.07 10:10:59

sagte doch, der Makler der hat keine Stücke herumliegen,
der ist von der Reaktion auf das PP komplett auf dem falschen Fuß
erwischt worden.
Die Taxe ist so, daß er nix verlieren kann.
Gesamtvolumen 1000€uro,
da kann man's auch bleiben lassen, als Makler, meine ich.

[mfierke]

Antwort auf Beitrag Nr.: 30.665.754 von Schwabinho am 13.07.07 09:57:07

fast 10% Spreed, der Makler hat einen Knall, einfach eine faule Socke, da ist STGT. besser, da konnte man auch gestern schon handeln

[Asynchronmaschine]

vorighes jahr gabs selbst in kanada tage mit keinem nenneswerten umsatz
und was passiert hier
man hat gleich 4 handelsplätze
für einen solch kleinen wert
schwachsinniger gehts ja kaum noch

[Kelthe]

Hab ne Orde in Frankfurt drin. Wurde noch nicht ausgeführt....


Gruß Kelthe

[ultRARElaxed]

Antwort auf Beitrag Nr.: 30.665.953 von Asynchronmaschine am 13.07.07 10:10:59

Will jetzt aber nicht nur auf den Makler schimpfen,
muß mir schon auch selber an die Nase fassen,
Kaufgelegenheiten gabs ja vorher auch schon.
Man kann halt nicht 100 Werte gleichzeitig im Auge behalten...
Weiterhin natürlich viel Glück für die schon investierten
.
Wollt mich nochmal ausdrücklichbei Schwabinho für die Beantwortung meiner Frage bedanken,
das passiert leider viel zu selten...

[Schwabinho]

Antwort auf Beitrag Nr.: 30.666.231 von ultRARElaxed am 13.07.07 10:29:26

Na so ein harmonsicher Freitag der 13.

Jederzeit gerne wieder...

[Schwabinho]

Das Ask wird bei jeder beabsichtigten Kauforder erhöht

Jetzt:

Bid: 10:33:30 2,70 1.875
Ask: 10:33:30 2,75 500

[Asynchronmaschine]

[Kelthe]

In Frankfurt liegen nur 500 rum.....

Zum platzen


Gruß Kelthe

[Schwabinho]

Jetzt hat es aber funktioniert...

Times + Sales Frankfurt
Zeit Kurs Umsatz
10:35:06 2,75 1.875
10:01:50 2,43 0

[Kelthe]

meine 1650 hab ich auch bekommen.... Aber TEUER!!!!!

Gruß Kelthe

[Nonne1]

schluchz ich konnte überhaupt nicht mehr unter 2,5 einsteigen, ist schon auf 2,75

[cyberinvestor]

Kaufen ohne Limit. Sonst gibt es keine Stücke.

[Kelthe]

Aber da hier bald Geld fließt Und die Firma nahezu schuldenfrei ist, UND noch ihre Resourcen erhöhen kann usw. denke ich waren die 2,75€ nicht zu viel --- auf long!!


Gruß Kelthe

[Schwabinho]

Antwort auf Beitrag Nr.: 30.666.461 von Kelthe am 13.07.07 10:45:14

Bist schon im PLUS!

Kursdaten 13.07.2007 Frankfurt
Realtime:
10:46:01 2,90 +30,04%
+0,67
Taxe Stück
Bid: 10:47:01 2,70 600
Ask: 10:47:01 3,00 1.50

[dafi1974]

Mein GOTT !!!
hier ist ja richtig leben
super

[cyberinvestor]

Übernahme?!?.
Kommen da heute noch gigantische news?

Woher auf einmal aus dem Nichts dieses Interesse?


Gruß
CI

[Nonne1]

ist ja schon 2,90
könnt ihr euch nicht etwas zurück halten
wir wollen ja auch noch dran kommen, man kann auch gier wirklich übertreiben

[Asynchronmaschine]

KGV 2008 liegt bei etwa 4
tcm, china moly sind zwar weitaus grösser
aber die haben kgv von 8 und 20
also 9 can dollar sind für ROK durchaus drin
sag ich jezz nochmal
wie oft sage ich das eigentlich so am tag

auf ROCA




we'll rok to da moon

[mfierke]

Antwort auf Beitrag Nr.: 30.666.508 von Schwabinho am 13.07.07 10:47:45

aber wer so hoch über pari kauft, kann nur verrückt sein. heute Mittag werden wir an den Tatsachen zurückgeführt

nein, nein, das ist nicht gut, die aktie ist klasse aber auf den Boden bleiben, der kurs wird drüben gemacht

[Broker_Hans]

Hätten ihr auch alle viel günstiger bekommen.

[Schwabinho]

Antwort auf Beitrag Nr.: 30.667.174 von mfierke am 13.07.07 11:27:43

Etwas über pari musste man ja meistens bezahlen in Deutschland.
Das der Kurs in Canada gemacht wird, da gibt es auch überhaupt keinen Zweifel.
Nur wer hier eine kleine Position aufbauen will, muss wohl etwas mehr bezahlen.
Günstige Kurse gab es die letzten Wochen zur genüge...

[mfierke]

Antwort auf Beitrag Nr.: 30.667.266 von Broker_Hans am 13.07.07 11:33:11

so isses, unsere waren billiger

[cyberinvestor]

Nach meiner Berechnung dürfte der Kurs bei ca. 2,53 € stehen.
Sk in Can 3,65

[admire]

was ist denn heute geschehen? was habe ich verpasst?
Super.

[admire]

Antwort auf Beitrag Nr.: 30.669.145 von admire am 13.07.07 13:51:25

gibt es eine Erklärung für die Entwicklung? Wer kann mir da eine antwort geben?

[Asynchronmaschine]

du meisnt
warum sie steigen?
z.b.
-in 6 wochen sind sie produzent
-keine schulden
-das kgv 2008 lag letztens bei etwa 3
-molypreis sieht gut aus
-roca wird bekannter unter der anlegergemeinde
-namib iss in 2 wochen vor ort und wird berichten
-tiefenbohrugen könnten reserven verxfachen

es spricht nichts gegen ROK
eigentlich spricht seit einiger zeit alles
für ROK

[admire]

Antwort auf Beitrag Nr.: 30.669.251 von Asynchronmaschine am 13.07.07 14:00:16

Danke für die Info.Aber die Fundaments waren sicherlich allen investierten bekannt.Die Steigerung heute (in der Höhe) war für mich ein wenig überraschend.Aber was solls, bin natürlich happy!

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.669.145 von admire am 13.07.07 13:51:25

In 6 Wochen ist Roca Mines produzent das hast du verpasst

[Broker_Hans]

Habe ich ja schon mal gesagt die Leute wollen einfach kein Geld verdienen

[Asynchronmaschine]

den investierten war das natürlich schon bekannt
nur wie viele- besser gesagt, wie wenige- waren oder sind hier in europa investiert
auf der anderen seite des atlantiks sieht es nicht viel anders aus
roca rückt erst langsam in den fokus
das board war monatelang tot
keine posting
kaum klicks
das scheint sich nun aber glücklicherweise langsam zu ändern

[turbozertifikat]

Heut morgen konnte man fast meinen, es gäbe keine Roca`s mehr unter 2,75 € und jetzt da wo wir bei 2,55 € stehen, möchte keiner mehr kaufen !?
Schon komisch das DE Anleger Volk, oder warens doch nur Zocker die Ihre Teile schon wieder auf den Markt geworfen haben ...???

[dafi1974]

Alle reden von moly was auch richtig ist aber was ist eigentlich mit wolfram.ich denke da wolfram auch teuer geworden ist würde sich das auf die bilanz von so kleimem unternehmen sehr positiv auswirken.
weiss jemand in welchen mengen wolfram vorhanden ist und wann man es abbauen will?
danke

[Asynchronmaschine]

welche reserven an tungsten genau vorhanden sind
muss erst noch geklärt werden

diese darstellung kennst du sicherlich
seite 18/23
http://www.rocamines.com/i/pdf/ROK-ppt.pdf
letztens meldete roca:
Roca also plans to advance its tungsten exploration on the property as soon as practicable; both underground and surface tungsten targets will be evaluated. The surface strike length of known tungsten mineralization on the property now totals 1,450 metres in length and extends over a vertical range of 600 metres (see Company press release dated December 12, 2006).
hier die tungsten meldung:
http://www.rocamines.com/s/NewsReleases.asp?ReportID=162662&…

[mfierke]

Antwort auf Beitrag Nr.: 30.674.162 von turbozertifikat am 13.07.07 18:52:06

wie konnte man so hoch über pari kaufen manche lernen es nie

[Asynchronmaschine]

das ist unvernünftig
aber für sein handeln ist jeder selbst verantwortlich
man muss ja auch nicht unbedingt in deutschland kaufen

[Asynchronmaschine]

aus einem anderen thread geklaut



Veröffentlicht von Prof. Dr. Hans J. Bocker am 19.07.2007 um 10:28 Uhr
Molybdän - Ein neuer Stern am Rohstoffhimmel

Unbekannt und ungenannt - nicht mehr lange

Noch bis vor kurzer Zeit weckte der Mehrzahl der Leser der Tagespresse die Nennung des Fremdbegriffes "Molybdän" (in der Umgangssprache kurz "Moly") bestenfalls Assoziationen an einer molligen Dänin oder deren Hund, dem Grossen Dänen. Ansonsten folgte ein mattes Gähnen. Doch gähnen mittlerweile immer weniger, denn nach Preissteigerungen von 3 auf über 40 $ pro Pfund in wenigen Jahren - genauer, seit 2001 - (derzeit im Bereich von 32 $ im Angebot) wurden sogar verwöhnte Investoren argwöhnisch. Es musste ja auffallen, dass derlei Preisanstiege diejenigen von Gold und Silber im gleichen Zeitraum um ein Mehrfaches übertrafen: Grob gesprochen: Eine Verzehnfachung gegenüber einer Verdreifachung. Damit aber kam die an den Börsen so typische Gier - Verzeihung - lebhaftes Interesse - auf. Steile Preissanstiege oder markante Kursgewinne irgendeiner Aktie, Währung, eines Rohstoffes oder Metalles senden nun einmal Adrenalinstösse in die Blutkreisläufe der Investorengemeinschaft, wenngleich manchmal mit Verspätung.

Die kanadische Finanzfirma Sprott Securities, die sich auf Metalle, und insbesondere Molybdän spezialisiert hat, geht sogar davon aus, dass das alte Preis-Hoch von über 40 $ pro Pfund bis Jahresende nominal wieder erreicht wird: Eine gute Nachricht für Anleger, die sich hier bereits engagiert haben. Bezeichnenderweise hat dieses kanadische Wertpapierhaus auch gleich noch einen Exchange Traded Fund, also einen börsengehandelten Fond, kurz ETF, aufgelegt. Ganz ähnlich wie bei den entsprechenden ETF - Schwester-Institutionen für Gold und Silber werden diese Titel sowohl mit Aktien (mit Molybdän-Bezug) wie auch mit physischem Metall - hinterlegt. In einem allerersten Schritt hat man für diesen Fond mit dem appetitlichen Namen "Sprott Moly" (nicht zu verwechseln mit Massenschwärmen kleiner Fische und ausführlich: Sprott Molybdenum Participation Corp.) 150 Millionen kan. $ eingesammelt.

Diese Aktion hatte eine Art Schlaglicht-Wirkung in dessen Scheinwerferstrahlen das bisher unbekannte Moly steht. Endlich spricht jemand aus der Familie die Wertpapierhäuser diesem unbekannten Metall eine erste Anerkennung aus.

Hinzu kommt, dass der globale Verbrauch von Molybdän seit Ende der 60-er Jahre um über 400% zugenommen hat. Solange China, Indien und Rest-Asien ihre Volkswirtschaften, insbesondere deren Metall-, Öl- und Kunststoffindustrien, im Schnellgang am Laufen halten - wobei insbesondere der Stahlindustrie (Südkorea führt) eine führende Rolle zukommt - sind weitere Steigerungen der Nachfrage klar vorprogrammiert.

Die Preise für das Metall kletterten in den 70-er Jahren auf 50 $ pro Pfund (inflationsbereinigt heute etwa 148 $), fielen in den 80-er Jahren, dem Downswing des Rohstoffzyklus’ folgend, auf etwa 8-10 $ und in den 90-ern sogar auf etwa 3 $. Sie liegen derzeit etwas über 30 $ je Pfund. Kürzlich wurden in China sogar 36 $ am Spotmarkt gefordert. Um das alte Hoch der 70-er Jahre nach Kaufkraft zu erreichen, müsste der Preis also auf etwa 148 $ pro Pfund steigen, was in etwa einer Verfünffachung des heutigen Niveaus entspräche. Längerfristig wurden im Verlauf der Rohstoffzyklen die alten Höchststände nicht nur wieder erreicht, sondern auch deutlich überschritten. Man wird abwarten müssen, ob die Gesetze der Zyklen auch in künftigen Zeiten noch ihre Gültigkeit behalten. Die Wahrscheinlichkeit hierfür ist sehr hoch.

Auch an den Terminmärkten ist das Metall noch weitgehend unbekannt und unentwickelt. Man kann auf fast alle Metalle Options- und Futureskontrakte eingehen bzw. abschliessen, jedoch nicht für Molybdän!
Das dürfte sich bald ändern. Eine gewisse Anerkennung in diesem Bereich ist hier überfällig.

Der über 15 Jahre anhaltende Bullenmarkt für Rohstoffe in den 60-er und 70-er Jahren wurde vom Aufstieg Japans (120 Millionen Einwohner) zur industriellen Grossmacht getragen. Die Situation im heutigen Bullenmarkt ist ähnlich - mit einem wichtigen Unterschied: Diesmal sind mehr als 20 Mal so viele Menschen in Asien involviert, was auf ein langes Leben des Rohstoffbooms hoffen lässt. Die verbrauchten Mengen sind enorm.

Beispiel Kupfer: Der tägliche Verbrauch der Welt passt in vier (4) Güterzüge mit je 100 Waggons und einer Länge von jeweils 1,6 Kilometer Länge. Die derzeit weltweit gehaltenen Kupfer-Vorräte reichen gerade für 4½ Tage des globalen Verbrauches. Die Neuentwicklungen so gut wie aller Metallminen reichen nicht aus, die Abbauraten der alten noch laufenden Minen zu ersetzen. Es gibt keinen zweiten chilenischen Kupfergürtel oder keine weiteren hochhaltigen Molybdänminen im Megaformat. Immer wildere grüne Vorschriften, lokale Proteste, immer grössere Hürden bei der Ausreichung von Bergbau-Permits, Enteignungen durch "volksnahe" Regierungen und immer längere Entwicklungszeiten für oft zweitklassige Vorkommen (erstklassige sind im Aussterben begriffen) sowie rasant steigende Kosten schaffen Preisauftriebe. Alles spricht für lukrative Rohstoff- und Metallinvestitionen in der richtigen Gegend und der richtigen Gesellschaft. Natürlich wird der Zyklus enden, doch dürften darüber noch viele Tonnen schwach konzentrierter Moly-Erze jahrelang unter den Brücken der Röstanlagen hinunter fliessen.

Das Metall und seine Bedeutung

Das chemische Element mit der zinnweiss-silbrigen Farbe findet sich unter "Mo" in der Gruppe 6 des Periodensystems der Elemente. Schon die alten Griechen kannten das mit vielen anderen Metallen legierbare, feste Schwermetall. Sie nannten es "molybdaina", was soviel wie Bleimasse oder Bleikugel bedeutet und sich von molybdos = Blei ableitet. Im Mittelalter wurde es häufig mit Bleiglanz verwechselt und auch "Wasserblei" oder "Reissblei" (wegen einer gewissen Sprödigkeit beim Verarbeiten) genannt. In der moderneren Welt entdeckte es Carl Wilhelm Scheele 1778 (Mozart war 22 Jahre alt) "offiziell": Damit war seine amtliche Einreihung ins Periodensystem gesichert.

Mit einer Protonenzahl von 42, einem kubisch-raumzentrierten Schichtgitter (daher die ausgezeichneten Schmierwirkungen), einer Dichte von 10,22 g/ml (also 10 Mal so schwer wie Wasser und halb so schwer wie Gold) und einer relativen Atommasse von 95,94 stellt sich der Schmelzpunkt auf 2.617°C (fast doppelt so hoch wie Kohlenstoffstahl) und der Siedepunkt auf 5.560°C (einer der höchsten aller Stoffe überhaupt). Für pflanzliche, tierische und menschliche Organismen ist das Metall ein essentielles und absolut unentbehrliches Spurenelement. Moly-Kunstdünger - Gaben verhindern das Gilben der Blätter und kräftigen den Pflanzenwuchs.

Wegen des hohen Schmelz- und des extrem hohen Siedepunktes verleiht es Kunststoffen und Plastik Feuerfestigkeit und dämpft auch die Rauchentwicklung sehr stark, beides Eigenschaften, die in einer Welt immer strengerer "grünen" Sicherheitsvorschriften und im Umweltschutz gesucht sind. Wenn Autos, die enorme Mengen Kunststoff (250 kg und mehr sind keine Seltenheit) enthalten, Küchen, Häuser oder technische Anlagen brennen oder schmoren, reduzieren schon kleine Moly-Beigaben Erstickungsgefahr und (Sicht- ) Vernebelungseffekte. Im Brandfalle bleibt dem Betroffenen wenigstens die Freude rauchfreier Entwicklung und der guten Übersicht über den fortschreitenden Raub der Flammen.

Molybdän ist ein duktiles, nicht ganz leicht formbares Schwermetall. Eine dünne Oxydschicht gewährt Luftbeständigkeit. Von Wasser sowie der Mehrzahl der Säuren und Laugen wird es nicht angegriffen. Deshalb wird es in großen Quantitäten zur Herstellung von säure- und laugebeständigen Edelstählen und Nickelwerkstoffen eingesetzt. In seinen chemischen (kaum aber seinen physikalischen) Eigenschaften steht es Wolfram recht nahe.

Molybdän wurde früher oft mit Bleiglanz oder Graphit verwechselt. Wegen seiner schwierigen Bearbeitbarkeit (es reisst leicht) fand Molybdän jahrhunderte hindurch kaum Beachtung. Erst gegen 1890 herum fanden die Ingenieure des französischen Rüstungsunternehmens deutschen Ursprungs Schneider & Co. ein kleines Geheimnis heraus. Wie so oft ist der Krieg der Vater aller Dinge: Bei der Herstellung von Panzerplatten verbesserten schon geringe Mo-Beimischungen deren Eigenschaften, wie Zähigkeit, Durchschlagswiderstand und Verbeulungseffekte in erstaunlicher Weise. Dieses Geheimnis blieb nicht lange in den französischen Rüstungsfabriken verborgen. Die Deutschen und später auch Engländer und Amerikaner begannen ihre Stähle ebenfalls mit Molybdän zu legieren und somit war ein erster grosser Nachfrageschub geboren. Die beiden Weltkriege trieben diese Nachfrage auf immer neue Höhen.

Doch nach WK II stürzten die Preise ab. Im Zivilbereich blieb die Nachfrage gedämpft und Europa blieb abhängig vom Fremdbezug. Die einzige westeuropäische Mine wurde bis zum Jahre 1973 im norwegischen Knaben betrieben.

Wachsende Nachfrage

Wie schon erwähnt, war Molybdän der Öffentlichkeit und der weltweiten Investorengemeinschaft so gut wie unbekannt. Das Metall ist keineswegs so sexy wie Gold, Silber, Diamanten oder Platin und Palladium. 2006 stieg der Molybdänverbrauch weltweit um etwa 6%, und der chinesische Verbrauch um 20%. China, einst für fast 80% der weltweiten Mo-Lieferungen verantwortlich, stoppte im letzten Jahr die Ausfuhren und belegte die Exporte sogar mit Strafzöllen. Rasant steigender Eigenbedarf wie auch strategische Überlegungen spielten bei den entsprechenden Entscheidungen Pekings die Hauptrolle.

Der globale Verbrauch wird Schätzungen zufolge bis 2018 von derzeit 400 Millionen Pfund auf 800 oder sogar 900 Millionen Pfund steigen. Woher diese Mengen kommen sollen, bleibt vorerst absolut rätselhaft. Neue Minen sind Seltenheiten, brauchen 5-10 Jahre bis zur Produktionsreife und Neufunde wiesen und weisen immer schwächere Konzentrationen auf. Auf jeden Fall sieht es gar nicht danach aus, als ob dramatische Preiseinbrüche zu erwarten wären. Die Welt-Stahlproduktion wächst um 10-11% pro Jahr. Die hierfür benötigten Moly-Mengen wachsen im Bedarf parallel mit.

Ausserdem: Die grössten Mengen stammen als anfallendes Nebenprodukt aus der Kupfergewinnung. Doch hier vollzieht sich ein für die Moly-Preise günstiger Wandel: Weltweit erschöpfen sich die Minen mit Kupfer-Molybdän-Porphyr - Erzen rasch. Es wird zunehmend und notgedrungen auf Minen eines anderen Typus (insbesondere in Afrika) ausgewichen. Deren Gruben und Schächte jedoch enthalten vorwiegend Kupfer-Kobalt-Erze und kein oder nur sehr wenig Molybdän. "The trend is your friend": Dies trifft hier für die Moly-Preise und die Investoren der Branche eindeutig zu.

Es gilt somit festzuhalten: "Reine" Molybdänvorkommen (also ohne physikalische Beimischung anderer Metalle, jedoch nicht in metallischer Form) sind also relativ selten (zu beachten: "reines" metallisches Moly tritt überhaupt nirgendwo auf, nur in chemischen Verbindungen, meist als Molybdänglanz). Ganz ähnlich wie Silber fällt es als Nebenprodukt, sozusagen zwangsweise, im Rahmen des Gewinnungsprozesses an (wer Rinder verarbeitet erhält ausser den begehrten Steaks auch Horn- und Knochenmehl, Häute und Eingeweide, erwünscht oder nicht).

Nur jede fünfte aller "Moly"-Minen gehören zu diesem "reinen" Typ (wie beispielsweise New Cantech oder Blue Pearl), was dort die anderenfalls erzwungenen aufwendigen teueren Trenn- und Reinigungsverfahren erspart. Im Gegensatz hierzu fallen rund vier Fünftel des weltweit gewonnenen Schwermetalls (genau wie im Falle von Silber) als Nebenprodukt beim Abbau anderer Industriemetalle (meist mit Kupfer -physisch, nicht chemisch - verunreinigt) mit an.

Weiterhin: Nickel ist derzeit wirkungs- und effekt-bezogen rund 5 Mal so teuer wie Moly (150 $ gegenüber 30 $ für gleiche Wirkung). In vielen Anwendungen in der Stahlindustrie bewirkt ein Pfund Molybdän das gleiche wie 5-7 Pfund Nickel. Daher wird Nickel zunehmend durch Moly ersetzt wobei die Stahlindustrie in diesem Verdrängungsprozess führt. Dieser Substitutionseffekt tritt vor allem in Bereich der Edelstahlproduktion auf, wo Rostfreiheit, Zähigkeit, Korrosionswiderstand, Druckfestigkeit, Säure- und Basenresistenz, Alterungsbeständigkeit (keine gefährlichen Alters-Mikrorisse bei Turbinenschaufeln und Rotoren) sowie Hoch- und Tieftemperaturverträglichkeit gefragt sind. Selbst wenn der Moly-Preis von derzeit etwa 30 auf demnächst 50 $ pro Pfund stiege, betrüge diese Preis-Nutzen-Differenz immer noch das Dreifache. Solange die Nickelpreise nicht in dramatischer Weise fallen, sind hier also Preisuntergrenzen für Moly eingebaut. Zumindest bis zu einem potentiellen Preissturz für Nickel wird die Stahlbranche diese Sparpotentiale keinesfalls übersehen.

Über die Bedeutung des unbekannten Metalls geben auch die Verbrauchszahlen Auskunft: Im Jahre 2006 beispielsweise, wurden weltweit für Kupfer, Uran und Silber jeweils rund 8,6 Milliarden $ ausgegeben. Für Molybdän jedoch mussten kumulativ fast 11 Milliarden $ bezahlt werden. Der Markt ist also grösser als derjenige dieser drei individuell genannten und sehr bekannten Rohstoffe bzw. Metalle. Auch diese Tatsache ist weitgehend unbekannt. Der Markt hat gesprochen, sein Urteil war eindeutig, doch kaum jemand nahm diesen Urteilsspruch zur Kenntnis.

Vorkommen

Der Anteil von Molybdän in der Erdkruste beläuft sich auf ca. 0,00015 Gewichtsprozent. Es ist also relativ selten und die Konzentrationen bleiben sehr gering. Dies erschwert und verteuert einen wirtschaftlichen Abbau grundsätzlich. Die Vorkommen als solche sind weit verbreitet aber die Konzentrationen extrem niedrig. (Ludwig Thoma hat diese typische Grundsituation in "Josef Filsers gesammelten Briefwechsel" wie folgt ausgedrückt: er bäuerliche Landtagsabgeordnete Filser (für die führende Mehrheits-Partei der katholisch-königlich-Konservativen) wird gefragt, wie denn der Zahlenproporz im bayerischen Landtag wäre und die es um die Dominanz redegewandter Hochintellektueller der viel kleineren Gegenpartei bestellt sei. Darauf Filser: "Die Dimmeren sei mer schoh, aber die Mehreren sei mer ah." Die weltweit gestreuten Molybdän-Vorkommen reflektieren genau diesen Sachverhalt. Viel, aber "sehr dünn". Typische Prozentzahlen der Gehalte, wie sie die Minen veröffentlichen, beginnen daher mit 0,1...%.

Das Metall tritt in freier Natur stets gebunden auf. Metallisch reine Vorkommen wurden bisher nicht bekannt. Als wichtigste dieser Bindungen bzw. der Molybdän-Mineralien gelten Molybdänit oder Molybdänglanz (MoS2, ein bleigrau bis blau-metallisch glänzendes Mineral), Powellit (Ca, Mo, WO4) und auch Wulfenit (Gelbbleierz, PbMoO4). Gelegentlich findet sich auch Molybdän(VI)-oxid und Molybdän(IV)-sulfid in den üblichen, sehr schwachen Konzentrationen.

Ein erheblicher Teil der der Fachwelt bekannten Molybdän-Vorkommen der Erde finden sich in schwer zugänglichen Gebieten mit denkbar schwacher Infrastruktur oder auch in politisch instabilen Ländern bzw. in diktatorisch geführten Nationen wie China.

Experten und deren Schätzungen zufolge sind die weltweit bekannten und vermuteten Moly-Reserven bis zum Jahre 2040 oder 2045 vollständig verbraucht. Neue Vorkommen werden im Prinzip quantitativ immer kleiner, weisen qualitativ immer schwächere Konzentrationen auf, sind regional immer schwerer zugänglich und liegen in grösseren Tiefen. Ergebnis: Höhere Kosten und damit steigende Preise!

Ein bedenklicher Trend: Im Falle von Gold, Silber, Platin oder den meisten der übrigen Schlüsselrohstoffe wie Kupfer und Zink sind die billigen, "leichten", und großen Lager längst gefunden und weitgehend ausgebeutet worden (wie auch bei Öl). Dieser weltweit wirksame Trend mit dem die Volkswirtschaften künftig noch voll konfrontiert werden, schliesst Molybdän natürlich nicht aus. Die langfristig angelegten Sicherungsstrategien der vorausschauenden Asiaten, insbesondere Chinas und Südkoreas in Afrika, Südamerika und in anderen Ländern, wie Kanada, tragen dieser Tatsache voll Rechnung.

Hilfreich für die künftige Preisentwicklung ist schliesslich auch die abzusehende Schliessung der grössten Moly-Mine der Welt: Henderson in Colorado wird in etwa fünf Jahren wegen Erschöpfung der Lagerstätten ausfallen. Die Vorräte sind am Ende und dürften ein Loch von ungefähr 17% in den weltweiten Angebotsstrom reissen. Mithin sind Verknappungen und somit wiederum Preissteigerungen vorprogrammiert. Der Kampf um die letzten Vorräte dürfte - ganz ähnlich wie bei Rohöl (und danach Wasser) - schon in wenigen Jahren einsetzen.

Bedarf

Der weltweite Bedarf für Molybdän steigt, wie schon erwähnt, jährlich mit einer Rate um 6%, während auf der Gegenseite die Produktionsmengen um wenigstens 1-2% pro Jahr zurückgehen, und dies ungeachtet der Tatsache, dass Chile als wichtigster Kupferproduzent seinen Ausstoss für 2008 und 2009 steigern will, was ein etwas höheres Moly-Angebot (Nebenprodukt) aus dieser Region zur Folge hätte. China verbraucht zurzeit ungefähr 14% der Weltproduktion mit Steigerungsraten um 20%. Das Land dürfte in wenigen Jahren mindestens 20 % absorbieren, falls seine Volkswirtschaft nicht in eine schwere Rezession verfällt. Geschähe dies und würde dieses möglicherweise noch mit einer massiven Rezession der USA Hand in Hand gehen, dann allerdings könnten die Molybdänpreise unter Druck geraten. Den gleichen Effekt könnte ein gigantischer Molybdänfund irgendwo auf der Welt auslösen. Geologen halten ein solches Ereignis jedoch für höchst unwahrscheinlich.

Solange die Ölpreise hoch bleiben und tendenziell weiter steigen, wird auch Moly hoch bepreist, da die Ölindustrie mit Moly eng liiert, ja fast verheiratet ist: Stähle aller Art, Bohrgeräte, Gestänge, Bohrköpfe, Röhren, Behälter, Tanks, Pumpen, Ventile, Flansche, Hochdruckeinrichtungen, Tanker, Hafenanlagen, Raffinerien mit einer Vielfalt technischer Anwendungen, Grosstanklager, Tankwagen, Kanister, Motoren, Ölzusätze, Schmiermittel, feuerfeste Werkstoffe aller Art, Auspuffanlagen, Katalysatoren, Werkzeuge, Werkstätten, Reparaturanlagen, Werften, Kräne, Sonderfahrzeuge usw. - nichts läuft ohne Molybdän. Und die hier absorbierten Mengen sind hoch - bei steigender Tendenz. In der Vergangenheit liefen die Preisentwicklungen von Rohöl und Moly nahezu parallel. Höhere Ölpreise würden also nahezu automatisch preistreibend für Molybdän wirken. Ohne dieses strategische Metall kann "Big Oil" schlicht nicht existieren. Den gleichen Zwängen unterliegt sinngemäss auch die Schwesterbranche: Erdgas.

Das Scheichtum Dubai plant den Bau einer Seewasser-Entsalzungsanlage von gewaltigen Ausmassen. Diese soll weit über 100 Jahre halten. Man denkt hierbei an die Nach-Öl-Zeit mit ihren fallenden Einnahmen, die bereits langsam aber sicher heraufzieht. Dauerhafte Grossprojekte sollen diesen Effekt der heraufziehenden Verarmung mildern. Diese Anlage soll voll mit Molybdän ausgekleidet werden (um die Lebensdauer auf Generationen hinaus zu verlängern), was mit den zu erneuernden Pipelines im Lande und in den Nachbarstaaten, eine gesamte Welt-Jahresproduktion absorbieren könnte. Die finanziellen Mittel, die notwendig wären, ein derartiges Megaprojekt durchzuziehen, könnte der Ölstaat im Prinzip aufbringen.

Im Einsatz unentbehrlich

Wolframverknappungen, wie sie in den Weltkriegen auftraten, führt stets zu vermehrtem Einsatz von Molybdän in der Produktion hochfester Werkstoffe. Als Legierungselement zur Steigerung von Festigkeit, Korrosions-, Alterungs-, Hitze- und Kältebeständigkeit trat es im Laufe der Jahrzehnte seinen metallurgischen Siegeszug an und wurde immer unentbehrlicher. Molybdänhaltige Hochleistungswerkstoffe wie beispielsweise Nicrofer, Hastelloy X, Inconel 718, Waspalloy, Haynes 282, Udimet 720, Rene 41, M963 oder Incoloy ermöglichen überhaupt erst eine Vielzahl technischer Verfahren und Prozesse und machen diese wirtschaftlich.

Als ideales Schmiermittel kommt Molybdändisulfid auch bei erhöhten Temperaturen zum Einsatz. Es schmiert sowohl als Feststoff (besser noch als Graphit) als auch in Lösungen suspendiert (Motoren- und andere Öle). Die Schmierstoff und Ölbranche kann ohne Moly nicht mehr auskommen.

Auch in elektronischen Bauteilen ist Molybdän zu finden. Hier dient das Metall den TFTs (Dünnschichttransistoren) als die leitende Metallschicht. Um Gasdichte für Stromdurchführungen zu erzielen, werden Molybdänfolien in der Quarzglasproduktion, für Halogenglühlampen und für Hochdruck-Gasentladungslampen benötigt. Molybdate werden zur Imprägnierung von Stoffen gebraucht, um Entflammbarkeit und Rauchentwicklungen (siehe oben) im Brandfalle drastisch zu senken. In der Röntgendiagnostik findet Moly als Targetmaterial in der Anode Verwendung (Röntgenröhren mit Molybdänanoden). Dies senkt die Energie der Strahlung und damit die Gefahr von Verbrennungen oder Bestrahlungsschäden sowohl für Patienten als auch für das die Apparate bedienende Personal in markanter Weise.

Die Nuklearmediziner setzen Spalt-Molybdän in Radionuklidgeneratoren (RNG) ein. Wegen der günstigen Zerfallzeiten können wichtige Technetium-Isotope direkt vor Ort für Untersuchungszwecke gewonnen werden.

Eine weitere erfreuliche Eigenschaft: Von allen Schwermetallen wirkt es offenbar am wenigsten toxisch auf menschliche Organismen.

Wie schon angedeutet ist Molybdän für pflanzliches Leben absolut essentiell und stellt einen unentbehrlichen Mikronährstoff dar, der entscheidenden Einfluss auf die Assimilationsfähigkeit hat. Beispielsweise würden die in der Landwirtschaft so wichtigen Legumen aller Art - ohne das Spurenelement - für die menschliche Ernährung sowie als Tierfutter ausfallen. Die Bildung von Stickstoffsammlern wäre unmöglich.

Molybdänmangel macht Böden unfruchtbar. Knöllchenbakterien beispielsweise und andere Pflanzensymbionten sterben ab. Sie können keinen Luftstickstoff mehr binden, keine Enzyme produzieren und keine schädlichen Nitrate mehr reduzieren oder neutralisieren. Dadurch fällt die natürliche Entgiftung der Böden weg. Das Gleiche gilt für Tiere und Menschen, die auf Harnsäurebildung und nachfolgender Entgiftung über die Nieren angewiesen sind. Ohne Moly geraten alle diese lebensnotwendigen De-Toxifizierungs-Prozesse ins Stocken. Menschliche Ernährung ohne Molybdän führt folglich zu schweren Störungen. 50-100 µg Molybdän pro Tag werden unbedingt benötigt. Manche Tierarten wachsen dank Molybdängaben im Futter sogar schneller. Moly-Dünger (siehe Tabelle) wird eingesetzt, wenn gilbende Blätter und andere Störungen im Pflanzenwuchs auf akuten Molybdänmangel hinweisen.

Die sektoralen Verbräuche von Molybdän (sie sind alle "kritisch" für Wirtschaft) teilen sich grob gesprochen auf wie folgt:
Edelstähle (rostfrei): 27 %
Voll legierte Stähle: 13 %
Werkzeug- und Hochgeschwindigkeits-Stähle: 10 %
HSLA Stähle: 9 %
Kohlenstoff Stähle: 9 %
Katalysatoren: 8 %
Molybdän Legierungen: 7 %
Hochleistungs-Legierungen: 6 %
Gusseisen: 3 %
Schmierstoffe und Pigmente: 5 %
Andere Anwendungen: 3 %

Pipelines wurden nicht als Extra-Kategorie aufgeführt. Der entsprechende Bedarf steckt in den Zahlen für die Stähle.

Wäre eine Wirtschaft ohne Molybdän denkbar? Ja, im Sinne der mittelalterlichen Agrarwirtschaft. Die Schaufeln und Hacken der Pächter und Halbsklaven-Heere (auf deren Niveau dann 95% der Bevölkerung absinken müsste), würden sich allerdings rasch abnutzen. Wäre der Wohlfahrtsstaat, ja wären Kriege ohne das Metall denkbar? Nein, unmöglich. Selbst die Gelddruckmaschinen benötigen Moly.

Breitgefächerte Anwendungspalette

Die Anwendungsbereiche für Molybdän sind also offenbar sehr vielfältig und Ersatz- bzw. Substitutionsstoffe sind nur in seltensten Fällen überhaupt zu finden, oder wenn, dann wären sie in der Anwendung einfach zu teuer. Gold und Silber könnten als Legierungsmetalle mit technisch erstaunlichen Wirkungen durchaus zum Einsatz kommen, doch verbieten die entsprechenden Preisstrukturen derartigen technologischen Einsatz. Was einem Ersatzstoff (mit weniger günstigen Eigenschaften) eventuelle noch am nächsten käme, ist teures und knappes Wolfram. Wie man es auch drehen und wenden mag, die moderne Wirtschaft ist in jedem Fall dringend auf Molybdän und seine regelmässigen Lieferungen angewiesen.

Einige Anwendungsbereiche wurden bereits erwähnt. Doch ist die Anwendungspalette sehr viel weiter gespannt bzw. gefächert. Sie erstreckt sich u.a. über die Bereiche/Gebiete/Branchen:
http://www.goldseiten.de/content/kolumnen/artikel.php?storyi…

[cyberinvestor]

Antwort auf Beitrag Nr.: 30.697.725 von Asynchronmaschine am 15.07.07 13:34:38

Wie geht das?

"Veröffentlicht von Prof. Dr. Hans J. Bocker am 19.07.2007 um 10:28 Uhr"

[Asynchronmaschine]

da habe ich dann wohl was aus der zukunft geklaut
es gibt nur eine erklärung
molyinvestoren sind immer der zeit voraus

[Doow]

Antwort auf Beitrag Nr.: 30.702.728 von Asynchronmaschine am 15.07.07 20:49:24

Auch goldseiten.de ist seiner Zeit weit voraus

[Asynchronmaschine]

http://www.canadianminingjournal.com/issues/isarticle.asp?id…

[Asynchronmaschine]

3,55

[draganj]

Antwort auf Beitrag Nr.: 30.734.885 von Asynchronmaschine am 17.07.07 22:00:57

prost !

[Asynchronmaschine]

3,62

mein tipp
da wird dieses jahr noch gut was gehen
bald 4
und dann 5
und dann 6
...

[Doow]

Antwort auf Beitrag Nr.: 30.748.228 von Asynchronmaschine am 18.07.07 18:52:40

Ich verstehe das geringe Interesse hier nicht. MolyMines z.B.läuft wie blöd und haben die Mine noch nicht mal gebaut. Gut Resourcen unterschiede hin und her, Roca exploriert derzeit weiter UND wird ab September/Oktober cash flow generieren, bei Moly Preisen von über 30 USD.

Das Ding müsste durch die Decke gehen. nur meine Meinung.

VG

Doow

[Doow]

Antwort auf Beitrag Nr.: 30.748.879 von Doow am 18.07.07 19:22:40

Meinte Dich natürlich nicht persönlich, sonst würdest Du hier ja nicht posten, sondern das allgemeine Interesse, nebst gehandeltem Volumina in DE.

VG
Doow

[Asynchronmaschine]

ja, das ist völlig unverständlich
denn die bewertungskennzahlen zeige eine eindeutige unterbewertung an
irgendwann wird roca entdeckt werden
daran habe ich keinen zweifel

ebenso ist das bei Mercator Minerals
immerhin werden sie auf eine förderung von nahezu 16 mill pfund moly äquivalent pro jahr kommen
trotz des rasanten lauf
besteht auch hier noch eine kurschance
von 300-400%

[Doow]

Antwort auf Beitrag Nr.: 30.749.324 von Asynchronmaschine am 18.07.07 19:41:08

Mit Mercator habe ich mich noch nicht so beschäftigt, ist bei denen Moly nicht Beiprodukt bei der Kupferproduktion ?

Ich verstehe es echt nicht, wenn ich mir die gehandelten Volumina
z.B. bei UNB oder TJS anschaue und dann ROC in DE.

Mir soll es recht sein, habe meine kleine Postition vor Produktionsbeginn im Depot. Beim ersten cash flow wird es feucht Augen geben.

nur meine Meinung, soll kein push sein, lediglich Ausdruck meiner Verwunderung über das Handelsvolumen.

VG Doow

[Asynchronmaschine]

zu ML
As Zockempire points out, ML's economic model is available online.
Using ML's own model as best possible shows that at a current stock price of ~$C9.00, the stock values Mineral Park production at about $2.35 Cu, $10.00 Mo and $8.00 Ag. This is based on 1 X NAV valuation where NAV = NPV@8%. At current metal prices of about $3.55 Cu, $35 Mo, and $12 Ag, and at full production, the stock should be valued at around $US39.00 assuming the same one times NAV calculation.
However, the PE of the latter current metal price case would only be around 10. A more fair PE valuation of 15 would equate to about $US60/sh.

news von gestern
das ist eine weitere perle
bewertungskennzahlen soagr noch etwas bessser als bei rok

Mercator Reports Record Copper Production for the Second Quarter

KINGMAN, AZ, Jul 17, 2007 (Canada NewsWire via COMTEX News Network) --
TRADING SYMBOL: TSX - ML

Mercator Minerals Ltd is pleased to announce that it attained record production of Cathode copper at the Mineral Park Mine during the second quarter of 2007. Cathode production for the three months ended June 30, 2007 was 3,086,340 pounds for a total of 5,724,550 pounds produced to June 30, 2007. PLS grades continue to improve going into the third quarter, with the Company on track to have another outstanding quarter in the third quarter of 2007.

Michael L. Surratt, the Company's President and CEO stated: "Cathode production at Mineral Park is increasing. Mining tonnage production is above plan, and July has started where June left off and we expect to have an outstanding third quarter."

The Company also reports that during the quarter, the second O&K shovel and four additional haul trucks were purchased by the Company and put into service, thereby leading to the increased pit production. The second shovel completes the loading unit requirements for the expansion at the mine. With the addition of the four haul trucks to the existing fleet, only two additional trucks are required for the expansion at Mineral Park, with the last two trucks not being required until next year.

Significant progress was made since the last update on the construction of the 50,000 ton per day concentrator. The sag mill and trunion bases for both of the sag mills have been poured. The rebar installation for the ball mill is underway. The Company has also purchased the two primary 230 KVA transformers required for the power upgrade at Mineral Park. Construction and procurement of all equipment and infrastructure items is progressing well.

Mercator Minerals Ltd.

Mercator Minerals is a copper producer that owns and operates the Mineral Park copper mine in Arizona, with a corporate strategy focused on maximizing the production potential of the Mineral Park copper-molybdenum deposit. Mercator is progressing with construction of the Mineral Park copper-moly concentrator which at full operation will produce an average of 56.4 million pounds of copper, 10.3 million lbs of molybdenum and 0.6 million ounces of silver per year over the first 10 years of operation. The first phase of the mill production at 25,000 tons per day is scheduled for the second quarter of 2008.

On Behalf of the Board of Directors

[Doow]

Antwort auf Beitrag Nr.: 30.750.192 von Asynchronmaschine am 18.07.07 20:14:00

Danke für die Info, jetzt aber wieder Roca, okay ?

VG
Doow

[Asynchronmaschine]

3,65

[Doow]

Antwort auf Beitrag Nr.: 30.752.604 von Asynchronmaschine am 18.07.07 22:06:56

Bei dem Geamtmarkt, lockt mir dieser Kursverlauf ein Lächeln auf die Lippen

[fisch29]

Antwort auf Beitrag Nr.: 30.752.604 von Asynchronmaschine am 18.07.07 22:06:56

kannst du mir die mk`s und die 2008er kgv`s für roca und mercator nennen?

gruss und danke vorab

ps: bin bereits in tcm und mit ner kleinen posi in mercator drin

[RudiXXX]

Mercator ML Marktkap. 668,065,248CAD
http://www.stockhouse.ca/comp_info.asp?symbol=ML&table=list

Roca Mines ROK Marktkap. 239,484,154
http://www.stockhouse.ca/comp_info.asp?symbol=ROK&table=LIST

Bei beiden Werten ist KGV zur Zeit nicht aussagekräftig, denn beide sind in außergewöhnlichen Wachstumsphasen, nicht vergleichbar mit eher ruhigeren Produktionsphasen, wo ein KGV langfristig aussagekräftig wäre. Betrachte dir lieber das Wachstum des zu erwartenden Cashflow und Earnings.

[Broker_Hans]

18. Jul. 2007 18:09 UND ROCA-MAX Molybdän-Erforschung-Bohrgerät-Programm beginnt VANCOUVER, BRITISCH-KOLUMBIEN--(Marketwire - 18. Juli 2007) - Roca Mines Inc. (TSX WAGNIS: ROK) („Roca“ oder die „Firma“) stellt das folgende Update auf Erforschungtätigkeiten zur Verfügung; Der Hy-Tech, der Ltd. von Smithers bohrt, BC hat ein Diamantbohrgerät und -mannschaft zum MAXIMALEN Molybdän-Grube Aufstellungsort mobilisiert. Hy-Tech führt ein Ausgangsbohrenerforschungprogramm durch, das auf das Potential, das bekannte Molybdenitehilfsmittel zu erweitern konzentriert, das geöffnetes in die Tiefe gehendes bleibt. Dieses werten Ausgangsprogrammwillenstestgebiete unterhalb des vorhandenen MAXIMALEN Hilfsmittels und die geologischen Modelle aus, die von der Beratungsstelle der Erforschung der Firma entwickelt werden. Diese Modelle schließen mehrfache Gelegenheiten ein, dem Hilfsmittel einschließlich hinzuzufügen; I) die Prüfung von Verlängerungen zur Hektogramm Zone, II) prüfend Störung-versetzte Zonen der Ablagerung, und III), eine geforderte tiefe hydrothermale Quelle der MAXIMALEN Ablagerung prüfend. Jedes geplante drillhole ist entworfen, um mehr als ein dieser Erforschungmodelle zu prüfen. Dieses Ausgangsbohrgerätprogramm wird vom vorhandenen Eintrittniveau unterirdisch durchgeführt, und jede Bohrung reicht eingehend von 700m bis 1,500m. Resultate vom Programm werden berichtet, sobald alle Bohrung-, Beispiel- und Probenresultate von der Firma empfangen worden sind. Die MAXIMALE Molybdänablagerung enthält ein gemessenes und angezeigtes Hilfsmittel von 42.9 Million Tonnen 0.20% MoS2 mit einer 0.10% Abkürzung MoS2 ordnend (T.N. Macauleys auf 43-101 vom September 2004 vorhandenes des gefälligen technischen Reports über SEDAR sich beziehen). Foremore Projekt Roca hat vor kurzem eine Mannschaft mobilisiert, um das vorhandene Primärlager der Firma vor vorzubereiten die praktische Arbeit, die geplant wird, um kurz zu beginnen. Das Foremore VMS-Goldprojekt ist in nordwestlichem Britisch-Kolumbien, 45 Kilometer (27 Meilen) Norden der Grube und des Mittlerabstandes Nebenfluß Eskay des Barrick Goldes entlang dem Straße Weg zum großräumigen Galore Nebenfluss-Projekt und z.Z. entwickelt sich durch NovaGold Resources Inc. und Teck Cominco Ltd. Mannschaften auffangen anfängt, neue Bereiche des Interesses zu prospektieren, die durch Deutung von Resultaten von einer zerstreuten übersicht gekennzeichnet wurden, die spätes 2005 geflogen wurde. Diese übersicht und Deutung, zusammen mit vorhergehenden Erforschungdaten, hat zu die Kennzeichnung der zahlreichen bohren-bereiten Ziele geführt, die der Fokus eines Bohrgerätprogramms sind neuer, das innen für den Sommer geplant wird. Erforschungprogramm 2007 Foremore Rocas konzentriert zuerst auf das Südboulder auffangen („SBF“) Bereich, in dem über 800 massivem Sulfid Flußsteine ursprünglich von Cominco Ende der achtziger Jahre entdeckt wurden. Resultate Probe Comincos 53 mineralisierten Flußsteine an dieser Position Durchschnitt berechneten Pb 9.4% Zn, 1.7% und 102 g/t AG (die Resultate, die in gefälligem technischem Report 43-101 über Foremore vorbereitet wird von Herrn W.A. Sandy berichtet werden, verwelkt, P.Geo und Herr John J. Watkins, P.Geo., vom April 2005). Revelstoke Eigenschaften Roca hat auch Forschungsarbeit über seine Revelstoke Eigenschaften eingeleitet, in denen Grunduntersuchung-, Diagramm- und Geochemieübersichten geleitete übermäßigknotenvermittlungsbereiche des Interesses gewesen sind. Resultate sind auf den Ausgangsprogrammen schwebend, die an diesen Positionen geleitet werden. Herr Scott Broughton, P.Eng. ist die qualifizierte Person, die für die Vorbereitung dieser Nachrichten Freigabe verantwortlich ist. ROCA MINES INC. Scott E. Broughton, P.Eng. - Präsident u. CEO Der TSX Wagnis-Austausch nimmt nicht Verantwortlichkeit für die Angemessenheit oder die Genauigkeit dieser Freigabe an.
Arabisch nach Englisch BETAChinesisch nach Englisch BETAChinesisch (traditionell nach vereinfacht) BETAChinesisch (vereinfacht nach traditionell) BETADeutsch nach EnglischDeutsch nach FranzösischEnglisch nach Arabisch BETAEnglisch nach Chinesisch (traditionell) BETAEnglisch nach Chinesisch (vereinfacht) BETAEnglisch nach DeutschEnglisch nach FranzösischEnglisch nach ItalienischEnglisch nach Japanisch BETAEnglisch nach Koreanisch BETAEnglisch nach PortugiesischEnglisch nach Russisch BETAEnglisch nach SpanischFranzösisch nach DeutschFranzösisch nach EnglischItalienisch nach EnglischJapanisch nach Englisch BETAKoreanisch nach Englisch BETAPortugiesisch nach EnglischRussisch nach Englisch BETASpanisch nach Englisch
Eine bessere

[Asynchronmaschine]

News Releases - Wednesday, July 18, 2007
ROCA - MAX Molybdenum Exploration Drill Program Commences =======================================================================

Vancouver, British Columbia: Roca Mines Inc. (ROK: TSX-V) ("Roca" or the "Company") provides the following update on exploration activities; Hy-Tech Drilling Ltd. of Smithers, BC has mobilized a diamond drill and crew to the MAX Molybdenum Mine site. Hy-Tech will carry out an initial drilling exploration program which will focus on the potential to expand the known molybdenite resource which remains open at depth. This initial program will test areas below the existing MAX resource and will evaluate geological models developed by the Company's exploration advisory board. These models include multiple opportunities to add to the resource including; i) testing of extensions to the HG Zone, ii) testing fault-offset zones of the deposit, and iii) testing a postulated deep hydrothermal source of the MAX deposit. Each planned drillhole is designed to test more than one of these exploration models. This initial drill program will be carried out from the existing adit level underground, and each hole will range in depth from 700m to 1,500m. Results from the program will be reported once all drilling, sampling and assay results have been received by the Company. The MAX Molybdenum deposit contains a measured and indicated resource of 42.9 million tonnes grading 0.20% MoS2 using a 0.10% MoS2 cutoff (refer to T.N. Macauley's 43-101 compliant technical report dated September 2004 available via SEDAR).
Foremore Project
Roca has recently mobilized a crew to prepare the Company's existing primary camp prior to field work planned to commence shortly. The Foremore VMS-Gold project is located in northwestern British Columbia, 45 km (27 miles) north of Barrick Gold's Eskay Creek Mine and mid-distance along the road route to the large-scale Galore Creek Project, currently being developed by NovaGold Resources Inc. and Teck Cominco Ltd. Field crews will begin prospecting new areas of interest that were identified through interpretation of results from an airborne survey flown in late 2005. That survey and interpretation, along with previous exploration data, has led to the identification of numerous drill-ready targets which will be the focus of a drill program planned for later in the summer. Roca's 2007 Foremore exploration program will initially focus on the South Boulder Field ("SBF") area where in excess of 800 massive sulphide boulders were originally discovered by Cominco in the late 1980's. Cominco's assay results of 53 mineralized boulders at this location averaged 9.4% Zn, 1.7% Pb and 102 g/t Ag (results reported in 43-101 compliant technical report on Foremore prepared by Mr. W.A. Sandy Sears, P.Geo. and Mr. John J. Watkins, P.Geo., dated April 2005).
Revelstoke Properties
Roca has also initiated exploration work on its Revelstoke Properties where ground reconnaissance, mapping and geochemistry surveys have been conducted over primary areas of interest. Results are pending on the initial programs conducted at these locations.
Mr. Scott Broughton, P.Eng. is the qualified person responsible for the preparation of this news release.

[Asynchronmaschine]

neue fotos auf der hp

[Asynchronmaschine]

3,77

[Schwabinho]

Antwort auf Beitrag Nr.: 30.761.066 von Asynchronmaschine am 19.07.07 15:33:56

Das nenne ich ATH

[britpop2007]

Antwort auf Beitrag Nr.: 30.761.175 von Schwabinho am 19.07.07 15:39:19

Lauter ATH's , macht richtig Laune:

Roca, Quadra, Silvercorp...

So kann's weitergehen!!!

[Zimbo1979]

Die Übersetzung ist zum

Werden die News jetzt doch eher negativ aufgefasst oder wieso wieder im Minus

[draganj]

StopLoss-Fishing?

[Asynchronmaschine]

gut
das war nichts heute
aber rok wird sich schon noch zurückmelden
noch 5 wochen

[cyberinvestor]

Antwort auf Beitrag Nr.: 30.767.329 von Asynchronmaschine am 19.07.07 22:19:48

Die Bekanntgabe wird nochmals für 20-30% gut sein können.
Evtl. auch schon einige Tage vorher.


Gruß
CI

[draganj]

bei BluePearl(Thompson Crek Metals) war es doch dasselbe Spiel: Den Kurs möglichst lang möglichst weit unten halten. Vor nicht allzulanger Zeit (Februar) war der Kurs bei 4,xx EUR, heute 16,40 (Marktkapitalisierung 1,6Mrd EUR).

Roca wird einen kräftigen Schub erfahren, das steht für mich überhaupt nicht in Frage. Wenn die Tiefenbohrungen erfolgreich sind gibts sowieso ein Feuerwerk.Produzent bleibt Produzent.

[Asynchronmaschine]

mal schauen
was namib
uns von vor ort berichten kann
ende juli/ anfang ausgust will er in der mine aufschlagen

[Zimbo1979]

Aufschlagen?

[Asynchronmaschine]

noch 5 wochen
dann sind wir produzent
ich bin schon ganz aufgeregt

[tartan]

Hallo,

bin neu hier in der community. Habe mich über ROC hier durch den Thread ziemlich umfangreich informiert. Bin sehr überzeugt von diesem Wert, möchte hier ein Invest tätigen. Der Handel in D ist leider sehr dünn, der Spread ist der Wahnsinn.

Mein Broker lässt leider einen Handel an der TSX nicht zu.

Könnt Ihr mir einen Tip für einen Broker geben, wo Handelsgeschäfte in CAD möglich sind und die Gebühren sich im Rahmen bewegen. Die Gebühren bei Etrade schrecken ab!

Vielen Dank für Eure Hilfe und Unterstützung!
Wo handelt Ihr!

Gruß
tartan

[Broker_Hans]

Antwort auf Beitrag Nr.: 30.803.014 von Asynchronmaschine am 22.07.07 20:39:41

Bin auch schon sehr gepannt

[Asynchronmaschine]

u.a. nachfolgende broker bieten handel drüben an
Sino
IB
Consors
Comdirect -ordern wohl per telefon

[Zwiebeltretter]

Antwort auf Beitrag Nr.: 30.804.686 von Broker_Hans am 22.07.07 23:08:27

Hallo,

schau Dir mal: http://www.nordnet.de/ an.

Günstige Gebühren im Vergleich zu Consors, Comdirekt etc. im Canada-Handel (und auch sonst).
Intraday-Handel Canada möglich, ausgeführte Order wird nicht erst Stunden später oder am nächsten Tag eingebucht.

Dazu günstige RT-Kurse Canada möglich, alterdings ohne Markttiefe
oder Sales-Overview.

ZT

[draganj]

Antwort auf Beitrag Nr.: 30.804.543 von tartan am 22.07.07 22:58:08

Ich würde jetzt kaufen, obwohl ein ekliger Spread besteht. Roca ist einfach in einer heißen Phase, Du weißt nie was Dich erwartet. Bald soll Roca auch an der New Yorker Börse gehandelt werden und außerdem soll ein Übergang von der TSX Venture Exchange in Toronto an die TSX Stock Exchange erfolgen. Ich denke spätestens dann kannst Du auch über Flatex in D vernünftig handeln aber dann ist der Kurs wahrscheinlich in anderen Höhen...

[Asynchronmaschine]

ich habe hier mal die angestrebten produktionsbeginne zusammengefasst
ohne gewähr

in 5 Wochen
ROCA MINES angestrebte fördermenge 3-5 mill lbs moly pro jahr

2Q 2008
MERCATOR MINERALS 15-16 mill lbs molyäquivalent (moly, kupfer, silber)

Ende 2008
ADANAC 10- 13 mill lbs moly

Q1-Q2 2009
MOLY MINES 20-25 mill. lbs

2010
IDAHO 30 mill lbs

OTL ????
NCV ????


2013 KOBEX

[i-Project]

!

Dieser Beitrag wurde moderiert. Grund: Spammposting

[upinniemi]

Fehlt hier nicht ein Posting?
War der Schäuble hier?

[waldi17]

Antwort auf Beitrag Nr.: 30.825.028 von upinniemi am 24.07.07 12:04:40

Auchtung! Hier geht bald die Post ab!
In 4 Wochen Produktionsbeginn + stark steigende Kurse

[upinniemi]

Antwort auf Beitrag Nr.: 30.846.189 von waldi17 am 25.07.07 16:34:48

Kann man nur hoffen, daß in 4 Wochen noch jemand Moly braucht.

[waldi17]

Antwort auf Beitrag Nr.: 30.847.718 von upinniemi am 25.07.07 17:58:26

Ja, denke schon neben anderem.

Anbei die aktuellen Fotos der Miene:

http://www.rocamines.com/s/MAXPhotos.asp?ReportID=170966

[Asynchronmaschine]

aktualisierte daten zu den molyexplorern

start august 2007
ROCA MINES angestrebte fördermenge 3-5 mill lbs moly pro jahr

2Q 2008
MERCATOR MINERALS 15-16 mill lbs molyäquivalent (moly, kupfer, silber)

Q4 2008
ADANAC 9- 13 mill lbs moly

Q1-Q2 2009
MOLY MINES 20-25 mill. lbs

Q3 2010
IDAHO 37 mill lbs

OTL ????
NCV ????


2013 KOBEX

[Asynchronmaschine]

[dafi1974]

Ein paar Fragen an die Fachleute:
wie hoch sind die abbaukosten pro pound moly
wann schätzt ihr kann man mit den explorationsergebnissen rechnen
wie ist es mit dem faktor WINTER -da die mine oben in kanada sich befindet,kann man da im winter genau so gut das erz abbauen wie im sommer?
danke

[Friesdorf]

Ich habe mir dieses Special gerade einmal herunter geladen. Absolut interessant der Überblick über den Gesamtmarkt und insbesondere das Special zu Molybdän. Ich denk echt drüber nach, das Ding zu abonnieren.

http://www.aktien-review.de/



VG FRIESDORF

[Asynchronmaschine]

mhmm
du willst wohl abos verkaufen
ich kaufe nix

[mian2005]

Antwort auf Beitrag Nr.: 30.938.871 von Friesdorf am 30.07.07 16:49:46

Bitte aber auch erwähnen, dass ein Probe-Special nur in reichlich gekürzter Version erhältlich ist. Außerdem hast Du das schon im Virgin - Thread ganz uneigennützig (?)gepostet. Das Moly aussichtsreich ist,
dürften die meisten hier schon wissen. Und die aussichtsreichen Explorer und anstehenden Produzenten sind auch im Sprott - Fond zu finden.

[Asynchronmaschine]

morgen is
namib
in der mine
mal schauen
was er berichtet

[RudiXXX]

Antwort auf Beitrag Nr.: 30.895.742 von dafi1974 am 28.07.07 15:39:05

Die Abbaukosten sind angegegeben mit 100$ pro Tonne, bei einem Erzgehalt von 700$/Tonne

Die Exporlationsergebinisse (Tiefenbohrung werden Anfang/Mitte September erwartet.


BB:
Ich würde zuerst mal den Disclaimer lesen.
Dieser gefällt mir nicht, denn er ist unvollständig.

[Asynchronmaschine]

Neuer Thread
Thread: ROCA MINES -Molybdän PRODUZENT
schliesslich sind wir jetzt
PRODUZENT

na fast
die paar tage
urlaubszeit und so
womöglich bin ich nicht da
wenn der startknopf gedrückt wird

[Dantyren]

[Dantyren]

=======================================================================
Re: News Releases - Monday, October 29, 2007
ROCA - Production Commences at MAX Molybdenum Mine =======================================================================

Vancouver, British Columbia: Roca Mines Inc. (ROK: TSX-V) ("Roca" or "the Company") announces that molybdenite concentrate production has now commenced at its MAX mine, located 60 kilometres southeast of Revelstoke, British Columbia.

Roca's management extends many thanks to its outstanding project team of employees, contractors, consultants, and suppliers for their significant efforts in the completion of this construction project.
Ongoing optimization and expansion of the mine and concentrator will continue through the coming months.

The Company also recognizes the generous assistance and extraordinary efforts of many others, including; the community and citizens of Trout Lake, the Community of Nakusp, the Ktunaxa Nation Council, the Regional District of Columbia Shuswap, the Regional District of Central Kootenays, the BC Ministry of Energy, Mines and Petroleum Resources, the BC Ministry of Environment, and Environment Canada.

The permitted PHASE I mine plan for MAX will focus on the deposit's high-grade zone containing 280,000 measured and indicated tonnes grading 1.95% MoS2 (refer to T.N. Macauley's 43-101 compliant technical report dated September 2004 available via SEDAR). Molybdenum currently trades in the range of US$32-33/lb.

ROCA MINES INC.
"Scott Broughton"

Scott E. Broughton, P.Eng. -- President & CEO


For further information contact:
Doug Fosbrooke
Investor Relations
Tel: [phone]
Fax: [phone]
Email: [e-mail]
Web: www.rocamines.com

The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.

=======================================================================
Copyright (c) 2007 ROCA MINES INC. (ROK) All rights reserved. For more information visit our website at http://www.rocamines.com/ or send mailto:[e-mail] Message sent on Mon Oct 29, 2007 at 4:28:54 PM Pacific Time =======================================================================

[Dantyren]

[Dantyren]

29.10.2007:

10:59:14 V 3.50 +0.10 1,000 7 TD Sec 7 TD Sec K
10:58:28 V 3.50 +0.10 250,000 73 Sprott 73 Sprott K
10:56:06 V 3.48 +0.08 1,600 7 TD Sec 79 CIBC K
10:56:06 V 3.48 +0.08 400 2 RBC 79 CIBC K
10:55:13 V 3.53 +0.13 1,000 88 E-TRADE 7 TD Sec K
10:53:48 V 3.50 +0.10 1,000 7 TD Sec 7 TD Sec K
10:53:48 V 3.50 +0.10 500 7 TD Sec 7 TD Sec K
10:53:02 V 3.50 +0.10 500 7 TD Sec 7 TD Sec K
10:51:34 V 3.50 +0.10 500 85 Scotia 85 Scotia K
10:51:34 V 3.50 +0.10 4,500 7 TD Sec 85 Scotia K

[Sharedealer]

Na toll an dem Tag, wo die Produktionsaufnahme bekannt gegeben wird
0,5 % +, ist wahrscheinlich nachher noch im Minus. So ein Mist.

[admire]

Antwort auf Beitrag Nr.: 32.206.353 von Sharedealer am 30.10.07 16:51:09

Das wird sich heute noch ändern mit absoluter Sicherheit!

[Dantyren]

13:26:45 V 3.45 +0.05 13,900 33 Canaccord 9 BMO Nesbitt K
13:26:45 V 3.44 +0.04 4,900 33 Canaccord 7 TD Sec K
13:26:25 V 3.43 +0.03 6,200 33 Canaccord 88 E-TRADE K
13:24:08 V 3.43 +0.03 1,000 7 TD Sec 7 TD Sec K
13:19:57 V 3.40 - 24,600 33 Canaccord 9 BMO Nesbitt K
13:10:07 V 3.38 -0.02 300 1 Anonymous 1 Anonymous K

[RudiXXX]

Könnt ihr bitte den anderen Treath nehmen.
Das ist doch stressig

http://aktien.wallstreet-online.de/informer/community/thread…

[Dantyren]

15:14:33 V 3.94 +0.10 150,000 73 Sprott 73 Sprott K

[Dantyren]

=======================================================================
Re: News Releases - Tuesday, November 13, 2007
ROCA - MAX Exploration Drilling Update
=======================================================================

Vancouver, British Columbia: Roca Mines Inc. (ROK: TSX-V) ("Roca" or
"the Company") provides the following update on the exploration
drilling activities at the MAX Molybdenum project. The focus of this
drill program is to identify extensions to known mineralization and to
assess the larger potential of additional porphyry systems at depth.

Five diamond drill holes totaling approximately 4,800 metres have been
completed to date. All the holes were collared from a common
underground drill station within the No.1 Adit, east of the deposit at
a location that does not impede production mining.

Drilling rates have been excellent and the site currently has an
accumulation of core to log and sample in detail. As a result, the
Company's geological staff and members of its exploration advisory
board have completed an initial assessment of 40-50% of the core
drilled to date. Their assessment indicates that drilling has
intersected significant alteration, and associated visible molybdenite
mineralization extending at least 200 metres below the known resource
and that it remains open at depth. Also, mineralized and altered pre-
and inter-mineral feeder structures have been intersected along the
eastern margin of the stock.

The Company is very encouraged with the potential indicated by this
initial assessment and follow-up drilling is being planned. Sample
assays for the first three holes are pending and will be reported along
with a geological interpretation in a subsequent update.

Further drilling will likely be carried out from a new drill station
near the west end of the No. 1 Adit, which cannot be undertaken until
mine development work in that area progresses. As a result, the drill
is currently being demobilized until a full interpretation of all of
the results is completed and a suitable drill station is prepared.

Mr. Scott Broughton, P.Eng. is the qualified person responsible for the
preparation of this news release.

ROCA MINES INC.
"Scott Broughton"

Scott E. Broughton, P.Eng. -- President & CEO
For further information contact:
Doug Fosbrooke
Investor Relations
Tel: [phone]
Fax: [phone]
Email: [e-mail]
Web: www.rocamines.com

The TSX Venture Exchange does not accept responsibility for the
adequacy or accuracy of this release.

=======================================================================
Copyright (c) 2007 ROCA MINES INC. (ROK) All rights reserved. For
more information visit our website at http://www.rocamines.com/ or send
mailto:[e-mail]
Message sent on Tue Nov 13, 2007 at 3:26:26 PM Pacific Time
=======================================================================

[Dantyren]

Roca Mines grants options to buy $3.55 shares

2007-11-15 20:09 ET - Options Proposed

Mr. Scott Broughton reports

ROCA-INCENTIVE STOCK OPTIONS GRANTED

Roca Mines Inc., subject to regulatory approval, has granted incentive stock options to directors and consultants of the company to purchase up to two million common shares of the company at a price of $3.55 per share for a period of five years.

[Dantyren]

http://broadband.bnn.ca/bnn/?sid=205&vid=22851

[Dantyren]

Nov 26/07 Nov 15/07 Baker, John Direct Ownership Options 50 - Grant of options 125,000 $3.550
Nov 26/07 Nov 15/07 Mirko, John Martin Direct Ownership Options 50 - Grant of options 325,000 $3.550
Nov 26/07 Nov 15/07 Skerlec, David John Direct Ownership Options 50 - Grant of options 325,000 $3.550