GAZPROM - Russland Rohstoffperle (Seite 2979)
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ID: 981.185
ID: 981.185
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Gesamt: 3.801.114
Gesamt: 3.801.114
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ISIN: US3682872078 · WKN: 903276
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Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9800 | +36,11 | |
| 19,650 | +11,77 | |
| 3,2840 | +10,95 | |
| 535,00 | +7,95 | |
| 1,0000 | +7,53 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,5200 | -13,10 | |
| 6,170 | -22,39 | |
| 3,580 | -26,34 | |
| 1,910 | -35,25 | |
| 1,290 | -42,67 |
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Antwort auf Beitrag Nr.: 42.929.418 von boersenarzt am 20.03.12 15:14:15Leider ist das alles für gazprom-Aktionäre sehr betrüblich---beobachte die Aktie auch schon länger, aber dss ist kein gutes Investment..
Und die Horrorsteuer lässt keinen Raum für Kursgewinne...
Und die Horrorsteuer lässt keinen Raum für Kursgewinne...
Antwort auf Beitrag Nr.: 42.929.455 von boersenarzt am 20.03.12 15:18:07Putin saugt gazprom aus.
Antwort auf Beitrag Nr.: 42.929.455 von boersenarzt am 20.03.12 15:18:07Nicht neu aber für gazprom-Aktie eine Horrormeldung:
Gazprom Extra Taxes
OAO Gazprom (OGZPY) sank to 186.45 rubles, heading for its lowest closing level since Feb. 1 and adding to yesterday’s 3.2 percent drop amid speculation it may have to pay more in taxes to fund President-elect Vladimir Putin’s election promises. The company has a 15 percent weighting in the Micex.
Gazprom’s tax burden may increase by as much as $22 billion a year over the next five years, according to Alfa Bank, as Putin, who starts his third term as president in May, fulfills campaign vows to boost pensions and salaries for state employees. Credit Suisse Group AG estimates Gazprom’s taxes will rise by about $1.5 billion a year. The government gets about 50 percent of its revenue from the energy sector and oil and gas account for around 17 percent of gross domestic product.
“I don’t think the direction of the government taking more taxes is a surprise to the market, it’s the extent to which they are taking from the potential tariff increases that’s troubling investors,” Ed Kuczma, who helps manage $35 billion including Gazprom shares at Van Eck Associates in New York, said by phone. “This is all directed toward government initiatives and is negative for minority investors.”
Gazprom Extra Taxes
OAO Gazprom (OGZPY) sank to 186.45 rubles, heading for its lowest closing level since Feb. 1 and adding to yesterday’s 3.2 percent drop amid speculation it may have to pay more in taxes to fund President-elect Vladimir Putin’s election promises. The company has a 15 percent weighting in the Micex.
Gazprom’s tax burden may increase by as much as $22 billion a year over the next five years, according to Alfa Bank, as Putin, who starts his third term as president in May, fulfills campaign vows to boost pensions and salaries for state employees. Credit Suisse Group AG estimates Gazprom’s taxes will rise by about $1.5 billion a year. The government gets about 50 percent of its revenue from the energy sector and oil and gas account for around 17 percent of gross domestic product.
“I don’t think the direction of the government taking more taxes is a surprise to the market, it’s the extent to which they are taking from the potential tariff increases that’s troubling investors,” Ed Kuczma, who helps manage $35 billion including Gazprom shares at Van Eck Associates in New York, said by phone. “This is all directed toward government initiatives and is negative for minority investors.”
Antwort auf Beitrag Nr.: 42.859.996 von happygolucky am 06.03.12 19:00:11happygolucky ich glaube es korrigiert nicht nur ein bischen sondern ganz gewaltig..........
Antwort auf Beitrag Nr.: 42.859.782 von websin am 06.03.12 18:34:20websin du bist noch gut raus bei 9,8 ---gratulation.
Für die anderen, die jetzt noch in gazprom investiert sind könnte es bitter werden---kurse weit unter 8 euro sind möglich....
Für die anderen, die jetzt noch in gazprom investiert sind könnte es bitter werden---kurse weit unter 8 euro sind möglich....
Trading Spotlight
Antwort auf Beitrag Nr.: 42.928.438 von Patagonien am 20.03.12 12:30:23gearde zu beängstigend für gazprom Kleinaktionäre ist folgendes:::
Gazprom Still Disconnected From Commercial Reality
March 14, 2012 | 1 comment | about: OGZPY.PK, includes: CQP, GAILF.PK, LNG
Gazprom is having difficulty making inroads into Asia generally, and into the LNG market particularly. Its problem? Apparently so used to dealing with Europeans who have few outside options (yet), the company is incapable of operating in a competitive environment. It is fixated on maintaining its traditional oil-linked pricing formula, despite the facts that (a) in the U.S. natural gas prices on an energy equivalent basis have fallen to an all time record low vis-a-vis oil, and (b) U.S. firms, notably the Cheniere Energy* (LNG) mentioned in the Bloomberg piece, are gearing up to export LNG, particularly to Asia, making the U.S. the likely supplier of the marginal mmbtu of gas, and hence making it the world price setter:
OAO Gazprom (OGZPY.PK) the world’s largest natural-gas exporter, is struggling to get a foothold in the Asian markets leading global economic growth.
The Russian company’s plan to supply liquefied natural gas to India from 2016, the year the U.S. is set to start gas exports, is faltering after buyers said they’re looking for cheaper fuel from North America. Last year, decade-long talks to supply pipeline gas to China foundered over price disagreements.
“Gazprom has a major problem of having a fixed view on what the price of gas should be, irrespective of market conditions,”Jonathan Stern, chairman and senior research fellow at the Oxford Institute for Energy Studies, said by e- mail. “If this continues, it will create increasing problems for Russian gas exports.”
“Irrespective of market conditions.” Yup. That’s the Gazprom way, and that way doesn’t work when it’s not the market. In contrast, Cheniere is linking LNG prices to U.S. natty gas prices:
GAIL India Ltd. (GAILF.PK), the country’s largest gas supplier, became the first Asian buyer of U.S. natural gas in December when it signed a 20-year deal with Cheniere Energy Partners LP (CQP), which is planning the first U.S. export terminal. The contract, targeting 3.5 million tons a year starting in 2017, is linked to the day- to-day U.S. benchmark gas prices, which fell to a 10-year low of $2.21 a million British thermal units in January. It will also include a fixed component.
Note that this also permits companies like GAIL to lock in a fixed price fairly easily, given its ability to use derivatives to swap floating prices into fixed ones. (The fixed component in the formula mentioned above covers liquification and transportation costs.)
Gazprom is a hidebound organization, grotesquely inefficient, notoriously corrupt, and unused to and arguably incapable of operating in truly competitive conditions. It has a guaranteed monopsony at the upstream end (being the only company permitted to export Russian gas) and has traditionally sold in markets downstream where there is little, and often no, competition from other sellers.
Its disconnect from commercial reality grows with every widening of the difference between gas and oil prices. It can insist on its self-serving formula, but as the U.S. becomes a major exporter of gas- as fundamentals imply that it should be- its insistence will make it an also ran in the LNG market.
Right now, Gazprom’s biggest hope is that political resistance to gas exports in the U.S. lead to bans or limitations on those exports, or the approvals and permitting for export terminals getting bogged down in the American bureaucracy. Usual Suspect Ed Markey (D-MA) has introduced a bill to ban gas exports. This will not go anywhere, but it does give edgy Asian buyers pause. In the aftermath of Keystone XL, moreover, it is clear that failure to secure regulatory approvals can delay or derail altogether extremely beneficial energy initiatives.
Ironic, isn’t it, that Gazprom’s biggest hopes may be in DC: The White House, Capitol Hill, and FERC (which is responsible for permitting LNG export facilities)?
Gazprom Still Disconnected From Commercial Reality
March 14, 2012 | 1 comment | about: OGZPY.PK, includes: CQP, GAILF.PK, LNG
Gazprom is having difficulty making inroads into Asia generally, and into the LNG market particularly. Its problem? Apparently so used to dealing with Europeans who have few outside options (yet), the company is incapable of operating in a competitive environment. It is fixated on maintaining its traditional oil-linked pricing formula, despite the facts that (a) in the U.S. natural gas prices on an energy equivalent basis have fallen to an all time record low vis-a-vis oil, and (b) U.S. firms, notably the Cheniere Energy* (LNG) mentioned in the Bloomberg piece, are gearing up to export LNG, particularly to Asia, making the U.S. the likely supplier of the marginal mmbtu of gas, and hence making it the world price setter:
OAO Gazprom (OGZPY.PK) the world’s largest natural-gas exporter, is struggling to get a foothold in the Asian markets leading global economic growth.
The Russian company’s plan to supply liquefied natural gas to India from 2016, the year the U.S. is set to start gas exports, is faltering after buyers said they’re looking for cheaper fuel from North America. Last year, decade-long talks to supply pipeline gas to China foundered over price disagreements.
“Gazprom has a major problem of having a fixed view on what the price of gas should be, irrespective of market conditions,”Jonathan Stern, chairman and senior research fellow at the Oxford Institute for Energy Studies, said by e- mail. “If this continues, it will create increasing problems for Russian gas exports.”
“Irrespective of market conditions.” Yup. That’s the Gazprom way, and that way doesn’t work when it’s not the market. In contrast, Cheniere is linking LNG prices to U.S. natty gas prices:
GAIL India Ltd. (GAILF.PK), the country’s largest gas supplier, became the first Asian buyer of U.S. natural gas in December when it signed a 20-year deal with Cheniere Energy Partners LP (CQP), which is planning the first U.S. export terminal. The contract, targeting 3.5 million tons a year starting in 2017, is linked to the day- to-day U.S. benchmark gas prices, which fell to a 10-year low of $2.21 a million British thermal units in January. It will also include a fixed component.
Note that this also permits companies like GAIL to lock in a fixed price fairly easily, given its ability to use derivatives to swap floating prices into fixed ones. (The fixed component in the formula mentioned above covers liquification and transportation costs.)
Gazprom is a hidebound organization, grotesquely inefficient, notoriously corrupt, and unused to and arguably incapable of operating in truly competitive conditions. It has a guaranteed monopsony at the upstream end (being the only company permitted to export Russian gas) and has traditionally sold in markets downstream where there is little, and often no, competition from other sellers.
Its disconnect from commercial reality grows with every widening of the difference between gas and oil prices. It can insist on its self-serving formula, but as the U.S. becomes a major exporter of gas- as fundamentals imply that it should be- its insistence will make it an also ran in the LNG market.
Right now, Gazprom’s biggest hope is that political resistance to gas exports in the U.S. lead to bans or limitations on those exports, or the approvals and permitting for export terminals getting bogged down in the American bureaucracy. Usual Suspect Ed Markey (D-MA) has introduced a bill to ban gas exports. This will not go anywhere, but it does give edgy Asian buyers pause. In the aftermath of Keystone XL, moreover, it is clear that failure to secure regulatory approvals can delay or derail altogether extremely beneficial energy initiatives.
Ironic, isn’t it, that Gazprom’s biggest hopes may be in DC: The White House, Capitol Hill, and FERC (which is responsible for permitting LNG export facilities)?
"im Laufe der Zeit" wird alles gut???
Du agierst nach dem Prinzip Hoffnung.
Angesichts einer seit Jahresbeginn an den Börsen erfolgten Superperformance gehen die Börsen für den Rest des Jahres vielleicht in Deckung--d.h. zu den üblichen Problemen von gazprom kommen dann das fehlende momentum der Weltbörsen noch hinzu---und gazprom hat nicht mal die Hürde von 10 Euro geschafft.
Prognose:
gazprom wird eher wieder mit der 8 Euro-Grenze zu kämpfen haben als dass es nochmal über die 10 Euro springt---kurz-bis mittelfristig sganz schlechte Kursaussichten und langfristig???
Du agierst nach dem Prinzip Hoffnung.
Angesichts einer seit Jahresbeginn an den Börsen erfolgten Superperformance gehen die Börsen für den Rest des Jahres vielleicht in Deckung--d.h. zu den üblichen Problemen von gazprom kommen dann das fehlende momentum der Weltbörsen noch hinzu---und gazprom hat nicht mal die Hürde von 10 Euro geschafft.
Prognose:
gazprom wird eher wieder mit der 8 Euro-Grenze zu kämpfen haben als dass es nochmal über die 10 Euro springt---kurz-bis mittelfristig sganz schlechte Kursaussichten und langfristig???
Gazprom-Vorstandschef Alexej Miller gab in Moskau an, den 70-jährigen ehemaligen Hamburger Bürgermeister Henning Voscherau (SPD) für den Aufsichtsrat der geplanten Erdgasleitung South Stream nominieren zu wollen. Medienberichten zufolge will der russische Staatskonzern Voscherau die Leitung des Pipeline-Konsortiums durch das Schwarze Meer überlassen.
Mehr Infos unter:
http://www.gasanbieter.net/gasnachrichten/1525-gaspipeline-s…
Mehr Infos unter:
http://www.gasanbieter.net/gasnachrichten/1525-gaspipeline-s…
Antwort auf Beitrag Nr.: 42.928.308 von happygolucky am 20.03.12 12:09:19...ach und noch was: Gazprom ist jetzt exakt am 38er-Retracement der Kaufwelle seit Mitte Dezember. Ob das wohl was zu bedeuten hat? 
Antwort auf Beitrag Nr.: 42.927.708 von boersenarzt am 20.03.12 10:41:03Ich sehe eigentlich nur einen Grund für die Unterbewertung, und das ist die Intransparenz des Unternehmens, die westeuropäischen und US-amerikanischen Standards nicht entspricht. Ich glaube aber, dass die daraus resultierende Unsicherheit im Laufe der Zeit dem Vertrauen in die Unternehmensführung weichen wird.
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GAZPROM - Russland Rohstoffperle
