Kazakhmys > Kupfer BlueChip aus Kasachstan - 500 Beiträge pro Seite

[NicholasVanOrton]

Dieses Unternehmen erscheint mir sehr vielversprechend.
Kazakhmys ist der größte Kupferproduzent Kasachstans und die Nummer 10 in der Welt.
Besondes interessant ist die Tatsache dass China das größte Defizit unter Metallen bei Kupfer verzeichnet.

WKN:A0HFWR

http://www.kazakhmys.com/files/kazakhmys_press_release.pdf

Es handelt sich im Gegensatzur KAZKOMMERCBANK und KAZAKHTELEOM um eine Orginalaktie.

Seit dem Listing hat die Aktie bereits 75% zugelegt.
Ich denke das hier noch wesentlich mehr drin ist.

Kurs 13,29€

Gruß NVO

[herbrichter]

Sehr guter Wert, bin seit einiger Zeit dabei. Hat sehr geringe Produktionskosten und ist auch bei der Silberproduktion dabei- und da gehen ja gerade die Preise ab. Das wichtigste aber: Dieser Wert schreibt bereits Gewinne und ist nicht nur Zukunftsmusik.

[NicholasVanOrton]

@herbrichter

Der Wert erinnert mich ein wenig an die polnische KGHM. Denke aber das wesentlich mehr Potential steckt.

Das KGV müsste soweit ich weiß auch noch einstellig sein.

Bitte um mehr Infos...

Gruß NVO

[gaijin8]

Aus dem heutigen Daily Monitor von Aton:

Kazakhmys. Plans to spend up to $2bn on new asset in 2006

Copper producer Kazakhmys plans to spend up to $2bn on a new asset this year, claiming the place of Kazakhstan`s premier mining company and allowing it to diversify operations, the Wall Street Journal reported. The company`s directors said they plan to diversify to other base metals while announcing a deal that could involve $500mn-$2bn "depending on the asset."

At the same time, CEO Yong Keu Cha, who owns a 13% stake in the London-listed miner, said potential returns from the flagship Aktogay project were "OK" compared with the company`s other assets and that new technology and a low number of employees would help the site achieve profitability. He also said Kazakhmys has the ability to ramp up zinc output if the copper price falls.

We initiated coverage of Kazakhmys in our Feb. 27 report Kazakhstan: a major natural resource player emerges. We argue that while the company has been very competitive on costs, we now expect these to rise due to wage pressures and the processing of lower grade ore at Aktogay. At the same time, copper prices are forecast to ease from current highs; this sets the stage for future gross margin contraction, stabilizing at around 30% according to our forecasts.

We will await news of any forthcoming deal with interest. In the meantime, we see Kazakhmys as overvalued on a DCF basis (which is of course highly dependent on copper prices) and valued in line with peers on a comparative basis. We reiterate our Sell recommendation on the stock with an end-2006 target price of $11.64.

[PizPalue]

Hallo, Leute mit der Bitte um Hilfe:
Wo wird die Aktie in D gehandelt? RT ?
Danke!

[herbrichter]

[posting]20.540.517 von NicholasVanOrton am 06.03.06 19:02:13[/posting]Ich habe den Wert wegen einer Empfehlung vor einigen Monaten in Focus-Money gekauft(über die Börse Frankfurt). Da ging es um das Thema Kupfer. Die Aktie wurde als Geheimtipp, aber vergleichbar mit der großen KGHM erwähnt. Ich glaube , die haben eine eigenes Energiekraftwerk, so dass sie sich für die Förderung selbst versorgen können. Heute scheint ja der Kurs recht günstig zu sein.

[NicholasVanOrton]

Kazakhmys geht an die Londoner Börse

ECONOMY AND POLTICSLONDON (Dow Jones)--Kazakhmys, mit 400.000 t Kupfer im Jahr größter Produzent des Metalls in der Republik Kasachstan, gibt in dieser Woche seine Pläne bekannt, seine Aktie an der London Stock Exchange (LSE) einzuführen. Die Investment-Bank JP Morgan Cazenove hat die Großaktionäre, allen voran Vladimir Kim, den 44-jährigen Aufsichtsratsschef von Kazakhmys, dem gleichzeitig 45% des Konzerns gehören, bereits seit 18 Monaten beraten. Die von ihr und Kim beauftragten Wirtschaftsprüfer Ernst & Young schickten bis zu 200 Experten nach Kasachstan und schätzen nach ausführlicher Untersuchung den Wert von Kazakhmys auf 1,5 Mrd bis 2 Mrd GBP, umgerechnet zwischen 2,3 Mrd und 3 Mrd EUR.

Als Partner in der Konsortialführung für den Börsengang hat JP Morgan die Credit Suisse First Boston (CSFB) gewonnen. Die Aktien kommen laut Londoner Börsianern nur zur Hälfte aus einer Kaptalerhöhung bei Kazakhmys. Die andere Hälfte von den für den Londoner Börsengang zunächst vorgesehenen 25% steuern die Großaktionäre bei: Neben Kim halten der 48-jährige Vorstandschef Yong Keu Cha rund 20 sowie der erst 34-jährige Finanzvorstand Oleg Novachuk 12% der Aktien von Kazakhmys. Nicht Kasachstan, sondern London steht als Sitz für die neue Hauptverwaltung des Kupferproduzenten fest, zumal Keu Cha und Novachuk bereits in Großbritannien leben und dort Steuern zahlen.

Kazakhmys beschäftigt 65.000 Mitarbeiter, hat als größten Kunden die Volksrepublik China (die ihren Kupferbedarf schon zu 25% in Kasachstan deckt) und verdient glänzend: 2004 stieg bei einem Umsatz von 1,2 Mrd USD der Gewinn vor Steuern und Abgaben um 49% auf 620 Mio USD. Nur ein gutes Drittel davon schüttet Kazakhmys als Dividende aus. Damit verfügt der Kupferproduzent schon jetzt über genug Finanzkraft, um den weiteren Ausbau zu finanzieren. Bis 2011 will Kazakhmys die Produktion von Kupfer um 50% steigern und damit von derzeit Platz zehn auf der Weltrangliste der größten Kupferkonzerne weiter aufsteigen.

Seine wechselvolle Geschichte führte Kazakhmys schon einmal an die Londoner Börse, wo das Unternehmen im Jahr 1900 zum ersten Mal notiert war. Dann kauften reiche Russen sich ein und über einige Umwege landete Kazakhmys schließlich im Besitz der UDSSR, die den Kupferproduzenten an den Elektronik-Konzern Samsung in Südkorea verkaufte, der Kazakhmys in Folge der Asienkrise in den späten 1990er Jahren wieder abgeben mußte. Jetzt könnte sich das Rad wieder in Richtung Fernost drehen: Angeblich warten Investoren aus der Volkrepublik China nur darauf, sich nach dem Börsengang von Kazakhmys schleunigst dort einzukaufen.

+++Katharina Otzen DJG/ot/crb/26.9.2005

http://www.vwd.de

[NicholasVanOrton]

Schöner Aufwärtsmove in den letzten Tagen.Und wir haben ein neues ATH!
Es ist jede Menge Phantasie in dem Wert.Bestimmt kommt eines Tages ein Übernahmeangebot seitens der Chinesen.Die kaufen eh alles in Kasachstan auf was vor die Flinte kommt.

14,36 EUR
+4,36 %

Gruß NVO

[Invisible.Empire]

[posting]20.706.033 von NicholasVanOrton am 15.03.06 18:56:53[/posting]mir wäre es nur recht.
hauptsache die kohle stimmt.

[Invisible.Empire]

Option Agreement Press Release

Kazakhmys Plc today announces that a vehicle wholly owned by its Executive Chairman, Mr Vladimir Kim, has agreed to acquire a 25% take in ENRC Kazakhstan Holding B.V. (“EKH”), the holding company for certain assets of the Eurasia Natural Resources group’s metals and mining business, which primarily operate in Kazakhstan producing, in particular, chrome, iron ore and alumina.



weiterzulesen unter:


http://www.kazakhmys.com/images/news/32.pdf

[Ramses2I]

2005 Annual Audited Results Press Release

Following our Listing in October 2005, our maiden set of results demonstrates the underlying strength of the business with Underlying Profit up 46.2% at $549.8 million. We are delighted to propose a dividend of 36.0 US cents per share in respect of full year 2005 earnings. We continue to make progress on our strategy of building a world-class metals and mining company and creating shareholder value for the future.


http://www.kazakhmys.com/images/news/33.pdf

[NicholasVanOrton]

Kaufrausch und neue ATH´s



30.03.06 15:49 Uhr

15,00 EUR

+7,22 % [+1,01]

[herbrichter]

Jetzt machts richtig Spaß. Kupfer und Silber werden immer gebraucht.

[Ramses2I]

Antwort auf Beitrag Nr.: 21.018.758 von herbrichter am 30.03.06 22:01:22

Kupfer, Silber, Gold und Öl - eben die ganze Palette.
Mögen die Kurse mit uns sein und der Chinesische Drache
weiterhin als Magnet dienen.

[turanalem]

Übrigens die "Kazakhmys MLC 2005 Annual Results Presentation" ist da:
http://www.kazakhmys.com/kcci_news.php?news_id=34&source=kcc…

[NicholasVanOrton]

18,67 €

35% in einer knappen Woche...nicht übel.Sowas nennt man wohl Kursexpolsion.Bleibe dabei gebe kein Stück her...

Gruß NVO

[Invisible.Empire]

Da kann ich Dir nur zustimmen.

[herbrichter]

Genau so. Warren Buffet hat seine Coca Cola auch nicht nach der Verdopplung(dauert nochn bisserl) verkauft. Hier scheint ne gute Wachstumsstory hinterzustecken.

[Ramses2I]

Antwort auf Beitrag Nr.: 21.112.021 von herbrichter am 06.04.06 22:15:50

Dauert aber nicht mehr lang.

[NicholasVanOrton]

Weiß jemand von euch wieviel Dividende bezahlt wird.
Hauptversammlung ist ja nächsten Monat soweit ich weiß.

Gruß NVO

[turanalem]

Antwort auf Beitrag Nr.: 21.149.728 von NicholasVanOrton am 10.04.06 19:26:31

In 2005 Annual Results Presentation (von 30.03.06) steht:
Dividend proposed at $0,36 per share

[turanalem]

Antwort auf Beitrag Nr.: 21.112.021 von herbrichter am 06.04.06 22:15:50

Und die Voraussetzungen sind (noch) da:
In Financial Times steht, dass die Preise für Commodities weiter steigen werden!!!
Hier ein Ausschnitt:
Commodities – from copper and zinc to orange juice and refined sugar – reached fresh nominal highs last week. But, instead of signalling a top of the market, hedge funds and some mining executives believe prices have further to rise because they remain far from their highs in real price terms.

Also show must go on....

Link: http://news.ft.com/cms/s/53676c5a-c7f8-11da-a377-0000779e234…

[NicholasVanOrton]

18.04.06 19:21 Uhr

18,25 EUR

+7,80 % [+1,32]

...Rallye geht weiter.

[Mr.Arbogast]

Annual Report & Accounts

Kazakhmys PLC is an international mining business with operations in Kazakhstan, Germany and the UK. Our principal business is the mining, processing, smelting, refining and sale of copper and copper products, including cathodes and rods. We also process, refine and sell zinc, gold and silver. We are the tenth largest mining and refining copper producer in the world.


weiter Infos unter:

http://www.kazakhmys.com/images/news/35.pdf

[NicholasVanOrton]

Aufbruch in den wilden Osten

16.04.2006 Ausgabe 16/06
Euro am Sonntag

Osteuropa-Fondsmanager nehmen neue Ziele ins Visier. Die Rohstoffe am Kaspischen Meer, der EU-Beitritt Bulgariens und Rumäniens und die Euro-Einführung im Baltikum sorgen für Phantasie
von Jörg Billina
In der „Stadt der Winde“ wiederholt sich derzeit Geschichte. Vor 100 Jahren wurde in keiner
anderen Region der Welt mehr Erdöl gefördert als rund um Baku, die Hauptstadt
Aserbaidschans. Das Land profitierte von der steigenden Nachfrage nach dem schwarzen Gold,
orientierte sich nach Westeuropa und lockte Investoren wie die Rothschilds an. Doch mit der
Oktoberrevolution wurde Aserbaidschan Teil der Sowjetunion. Der Aufschwung ging zu Ende, die
Förderanlagen verrotteten, und die Villen der Ölbarone verfielen.
Nun aber kehrt in Baku wieder Glanz ein. Die Wirtschaft wächst 2006 um 27 Prozent, prophezeit
der Internationale Währungsfonds. Firmen wie BP haben kräftig am Boom mitgewirkt. Zwölf
Milliarden Euro investierten die Briten, um die riesigen Vorkommen unter dem Kaspischen Meer
zu heben. Sie engagierten sich auch beim Bau der im vergangenen Jahr fertiggestellten 1700
Kilometer langen Pipeline von Baku über Georgien ins türkische Ceyhan. Seitdem das Öl nach
Westen fließt, steigen in Baku die Devisenreserven und Zukunftshoffnungen.
Grund genug für den Osteuropa-Investor Alain Bourrier, das Terrain vorsichtig nach
Einstiegsmöglichkeiten zu sondieren. „Die Börsen in Warschau und Budapest sind gut gelaufen.
Die Bewertungen erreichen das Niveau der etablierten Aktienmärkte“, sagt der Manager des
Merrill Lynch Emerging Europe Fund. Allzuviel sei nicht mehr drin. „Wer überdurchschnittliche
Renditen erzielen will, der muß weiter nach Osten ziehen“, sagt Bourrier.
Bislang haben er und sein Partner Plamen Monovski die Anleger nicht enttäuscht. Sie
vermehrten in den vergangenen drei Jahren das Geld ihrer Kunden um 300 Prozent. Damit
schlugen sie nicht nur den Vergleichsindex MSCI Eastern Europe, sie ließen auch die
Konkurrenz weit hinter sich.
Klar: Die Manager wollen ihre Spitzenstellung behalten. Doch so mancher Fondsbesitzer fragt
sich besorgt: Ist die Reduzierung der östlichen EU-Staaten zugunsten Rußlands, der Türkei, der
Ukraine und bald auch der Staaten am Kaspischen Meer eine aussichtsreiche Strategie? Gehen
der Franzose Bourrier und der Bulgare Monovksi nicht ein zu hohes Risiko ein?
„Nein“, sagt Bourrier und verweist neben den hohen Bewertungen auch auf den lahmer
werdenden Reformeifer in Osteuropa. „In Ungarn etwa ist keine Partei bereit, das Haushaltsdefizit
energisch anzugehen.“ So werde sich die Euro-Einführung verzögern, die Zinsen blieben weiterhin
hoch. „Das nimmt dem Aktienmarkt viel von seiner Attraktivität.“ Höchste Zeit also, neue Wege
zu gehen.

Einer davon führt nach Kasachstan. Das rohstoffreiche Land könnte eine ähnlich gute
Entwicklung wie Rußland nehmen, meint Bourrier. Hohe Wachstumsraten, politisch stabile
Verhältnisse und günstige Aktienbewertungen sorgten für Kurs- phantasie.
Mit gerade mal 0,8 Prozent ist der Anteil kasachischer Unternehmen im Fonds zwar noch gering.
Ein künftig stärkeres Engagement ist jedoch nicht auszuschließen. Denn Kasachstans Präsident
Nursultan Nasarbajew hat ehrgeizige Pläne. Bis zum Jahr 2010 will er die tägliche
Erdölförderung auf drei Millionen Barrel steigern. Das wäre rund die Hälfte dessen, was
Saudi-Arabien, das Land mit den weltweit größten Reserven, derzeit aus der Erde pumpt.
Kasachstan hat also die Chance, in wenigen Jahren zu den Top-Five im Ölgeschäft zu zählen.
Doch der Staat wird autoritär regiert. Skeptiker befürchten, daß sich die Regierung, ähnlich wie
der Kreml bei Yukos, in die Geschäftspolitik der Firmen einmischen wird. Ganz ausschließen
könne man dies sicherlich nicht. „Wir verfolgen aber die politischen Vorgänge in Alma Ata sehr
genau. Und wir analysieren die Unternehmen sorgfältig“, sagt Bourrier. Dabei nimmt er nur Werte
ins Depot, die an westlichen Börsen notieren. Denn das zwingt die Firmen, sich an internationale
Bilanzierungsregeln und Transparenzanforderungen zu halten. Bei dem in London gelisteten
Minenbetreiber Kazakhmys hat sich der Einstieg bereits gelohnt. Der Titel legte seit
Jahresanfang 55 Prozent zu. Mit einem Kurs/Gewinn-Verhältnis von zehn ist die Aktie immer
noch günstig.

Wie Merrill Lynch beschreitet auch die Berenberg Bank in Osteuropa Neuland. Mit ihrem vor
gerade mal einem Monat aufgelegten Berenberg-Balkan-Baltikum-Fonds setzt sie auf Rumänien,
Bulgarien, Kroatien, Lettland, Litauen und Estland. Auch in türkische und ukrainische
Unternehmen wird investiert, Serbien gilt als Option.
Die Märkte bergen jedoch erhebliche Risiken. Fondsmanager Ralph Luther ist sich dessen wohl
bewußt. So weisen die Firmen in Südosteuropa eine nur geringe Börsenkapitalisierung auf. Die
im bulgarischen Sofix-Index aufgeführten Unternehmen bringen es zum Beispiel gerade mal auf
4,9 Milliarden Euro. Der griechische Leitindex ASI kommt dagegen bereits auf 114 Milliarden
Euro. Wer also bulgarische oder rumänische Aktien kauft, läuft Gefahr, bei schlechten
Nachrichten auf den Titeln sitzenzubleiben. Zudem sind die Märkte nicht mehr allzu preiswert.
Das Kurs/Gewinn-Verhältnis der Bukarester Börse liegt nach einem Kursanstieg von 21 Prozent
in den vergangenen zwölf Monaten mittlerweile bei 16.
Vor allem aber sind in Bulgarien und Rumänien Bestechung und Kriminalität weitverbreitet.
Schätzungen zufolge wird ein Drittel des bulgarischen Bruttoinlandsprodukts von der Unterwelt
erwirtschaftet. Das hält ausländische Firmen davon ab, trotz niedriger Steuern zu investieren.
Aber auch die legal in Bulgarien arbeitenden Firmen werden durch die Schattenwirtschaft
blockiert.
Demgegenüber stünden jedoch große Chancen, meint Manager Ralph Luther. Trotz der Mahnung
aus Brüssel, den Kampf gegen Korruption und organisiertes Verbrechen zu verstärken, würden
Bulgarien und Rumänien aller Voraussicht nach in den kommenden Jahren Mitglied der EU.
„Damit fallen Handelsschranken weg, staatliche Unternehmen werden zunehmend privatisiert,
und die Pro-Kopf-Einkommen steigen. „Das alles hat positive Folgen für den Konsum und die
Unternehmensgewinne“, sagt Luther.
Welche Dynamik die EU entfachen kann, das zeigt sich im Baltikum. Mit Wachstumsraten
zwischen sieben und zehn Prozent im vergangenen Jahr positionierten sich die drei Staaten
erneut an der Spitze aller 25 EU-Mitgliedsstaaten. Der Boom ist damit nicht zu Ende. „In
spätestens zwei Jahren führen die Länder den Euro als Zahlungsmittel ein. Ohne Währungsrisiko
werden die nördlichen Volkswirtschaften für Investoren noch attraktiver“, sagt Luther. Bei den
Anlegern ist das Interesse jedenfalls geweckt. Sie haben bereits 50 Millionen Euro in Luthers
Fonds investiert.

[herbrichter]

Antwort auf Beitrag Nr.: 21.288.493 von NicholasVanOrton am 23.04.06 20:28:53

Danke für die Infos. das hört sich doch ganz erfreulich an. Beim KGV von 10 sollte man doch schon dabeibleiben.

[Unkenhorst1]

Der Kupferpreis ist enorm gestiegen, das ist noch nicht im Kurs von Kazakhmys enthalten. Wann wird denn die Dividende gezahlt.
Ich möchte mal wieder lecker essen gehen


mfG Unkenhorst

[Unkenhorst1]

Kupferpreis: Heute plus 3,5 %
Schaut Euch mal den Chart an, da ist Musik drin.

mfG Unkenhorst

[Invisible.Empire]

Antwort auf Beitrag Nr.: 21.298.238 von Unkenhorst1 am 24.04.06 16:42:06

Kannst du alles auf der Seite 11 anschauen:


http://www.kazakhmys.com/images/news/35.pdf

[DoubleDip]

Hi Leute,

gibt es Aussagen von Analysten über KatzUndMaus oder Kazakhmys. Kursziele, Umsatz- und Gewinnprognosen, etc.

Danke und Gruss,
DD

[Unkenhorst1]

Kazakhmys +5.7% As Market Warms To Story


Dow Jones Newswires

1435 GMT [Dow Jones] Kazakhmys (KAZ.LN) +5.7% to 1180.5p, as the company roadshows and the market warms to the company, says analyst. "We're very positive on this story," he says, pointing out the copper market is very strong and investors are also beginning to recognize the value of the Chairman's ENRC Kazakhstan Holding BV deal. Some analysts in the market have also underestimated the company's earnings potential too, he adds. (JZR)

Na, da wächst uns noch einiges zu

mfG Unkenhorst

[Unkenhorst1]

Gibt es Kommentare dazu, warum der Kupferpreis so enorm steigt ?
Der Kupferpreis ist prozentual höher und schneller gestiegen als der Kurs von Kazakhmys. Da ist noch Nachholpotential!

mfG Unkenhorst

[Unkenhorst1]

LONDON (dpa-AFX) - Angetrieben von Minenwerten hat der britische Aktienmarkt am Dienstag etwas fester geschlossen. Der FTSE-100-Index schloss mit plus 0,98 Prozent auf 6.082,10 Zählern. Gestiegene Rohstoffpreise gaben den schwer gewichteten Öl- und Bergbau-Aktien Auftrieb. Cairn Energy waren mit plus 5,25 Prozent auf 2.448,00 Pence Spitzenwert im 'Footsie'. Merrill Lynch hatte die Einstufung für das Öl- und Gasunternehmen von 'Neutral' auf 'Buy' angehoben und ein Kursziel von 2.750 Pence angegeben. Die UBS, die die Aktie ebenfalls mit 'Buy' bewertet, erhöhte ihr Ziel sogar auf 2.800 Pence. Andere Ölwerte präsentierten sich ebenfalls deutlich fester. So gewannen BP 1,70 Prozent auf 688,00 Pence. Royal Dutch Shell legten um 1,28 Prozent auf 1.900,00 Pence zu. Der US-Ölpreis stieg am Dienstag nach dem kräftigen Kursschub zu Wochenbeginn weiter und stand zum Londoner Börsenschluss bei 74,10 Dollar. Händler begründeten den jüngsten Ölpreisschub mit der Sorge vor einer neuerlichen Verschärfung des Iran-Konflikts sowie mit der Ankündigung des linksgerichteten Präsidenten von Bolivien, Evo Morales, die Erdöl- und Erdgasvorkommen seines Landes zu verstaatlichen. Minenwerte gehörten nach kräftigen Teuerungen bei den Rohstoffpreisen ebenfalls zu den Favoriten. Gold war mit 660 US-Dollar je Unze auf das höchste Niveau seit 25 Jahren geklettert. Xstrata gewannen 3,98 Prozent auf 2.063,00 Pence, Kazakhmys legten um 4,92 Prozent auf 1.164,50 Pence zu. Rio Tinto verteuerten sich um 4,48 Prozent auf 3.151,00 Pence. Der Titel profitierte zudem von einer Kaufempfehlung der Deutschen Bank. Sage Group , von der Citigroup hochgestuft von 'Hold' auf 'Buy', gewannen 1,60 Prozent auf 254,00 Pence./ck/hi

[Unkenhorst1]

987529 DIT-GLOBAL EMERGING MARKETS EQUITY FUND - USD 1,40%
987298 DIT-GLOBAL EMERGING MARKETS EQUITY FUND - EUR 1,40%
A0BMAG MLIIF UNITED KINGDOM FUND A2 EUR 1,16%
A0BMAH MLIIF UNITED KINGDOM FUND A2 USD 1,16%
988772 MLIIF UNITED KINGDOM FUND Q 1,16%
971041 MLIIF UNITED KINGDOM FUND A 1,16%
975695 HSBC TRINKAUS EUROPA INKA 1,07%
986932 MLIIF WORLD MINING FUND A 0,96%
A0BMAR MLIIF WORLD MINING FUND EUR 0,96%
622768 MERRILL LIIF WORLD MINING FUND C2 0,96%
988814 MLIIF WORLD MINING FUND Q 0,96%
979959 OP Eastern Europe 0,94%
988790 MLIIF EMERGING EUROPE FUND Q 0,79%
A0BMAJ MLIIF EMERGING EUROPE FUND A USD 0,79%
971801 MLIIF EMERGING EUROPE FUND A 0,79%

Wir sind nicht allein: prominente Fonds halten auch Aktien von Kazakhmys.

mfG Unkenhorst

[Ramses2I]

Production Summary

Kazakhmys PLC Production Summary for the first quarter ended 31 March 2006


View File Tue 2nd May 2006


http://www.kazakhmys.com/images/news/38.pdf

[Unkenhorst1]

Company Kazakhmys PLC
TIDM KAZ
Headline Q1 Production Report
Released 07:00 03-May-06
Number 3250C

RNS Number:3250C
Kazakhmys PLC
03 May 2006


3 May 2006

Kazakhmys PLC Production Summary
for the first quarter ended 31 March 2006


• Copper cathode production stood at 89.1 thousand tonnes with 405
thousand tonnes of total copper concentrate produced.

• Copper cathode production was 6.6% lower than the same period in 2005
mainly due to some operational interruptions and adverse weather conditions
experienced at the beginning of 2006. Ore extraction improved from March 2006
and this performance is expected to be reflected in improved copper cathode
production in the second quarter of 2006.

• Zinc metal production was up 6.4% at 18.2 thousand tonnes with 86.9
thousand tonnes of zinc concentrate produced.

• Gold and silver production grew by 74.6% and 5.0% respectively year
on year due to the silver and gold-rich ores from the Abyz mine.

• The newly completed Artemyevskoe, Stepnoy and Abyz mines are
performing well.

Kazakhmys Group Copper Production
---------------------------------
Q1 2006 Q1 2005
--------------------

Ore extraction '000 t 9,839 9,592
Average copper grade % 1.07 1.00
Average zinc grade % 3.98 3.28

Copper Concentrate '000 t 405 385
own concentrate '000 t 356 330
purchased concentrate '000 t 49 55

Copper in Concentrate '000 t 95.0 96.8
own concentrate '000 t 84.7 84.0
purchased concentrate '000 t 10.3 12.8

Copper Cathodes* '000 t 89.1 95.4
own concentrate '000 t 76.8 81.0
purchased concentrate '000 t 11.6 10.0
tolling concentrate '000 t 0.7 4.4
Copper Rod '000 t 5.3 1.3
--------------------------------------------------------------------------

*Includes copper used to produce copper rod


In the first quarter of 2006, Kazakhmys PLC produced 89.1 thousand tonnes of
copper cathode (of which 5.3 thousand tonnes were used to produce copper rods),
a 7% decrease compared to the same period of 2005. This was primarily due to
operational interruptions at mines caused by adverse weather conditions at the
beginning of 2006 when the temperatures at certain locations in Kazakhstan
remained below 400C for nearly two weeks. Copper cathode production volumes
improved significantly in March 2006 resulting in a 13.8% increase compared to
March 2005 and 31% increase compared to February 2006. Overall in the first
quarter of 2006, 76.7 thousand tonnes of copper cathode were produced from the
Group's own concentrate, with 11.6 thousand tonnes from purchased concentrate
and the remaining 0.7 thousand tonnes through tolling arrangements.


Copper concentrate production in the first quarter of 2006 was 5.2% higher than
in the first quarter of 2005 due to the increasing contribution from the higher
grade Stepnoy, Artemyevskoe and Abyz mines, commissioned in 2005. In the first
quarter of 2006 the Group produced 356 thousand tonnes of copper concentrate and
a further 49 thousand tonnes of copper concentrate were purchased from third
parties.


The production volume expansion program at the Nurkazgan mine (Karaganda
complex) and the stripping works at the Zhaman-Aybat mine (Zhezkazgan complex)
were successfully completed well ahead of schedule with the increasing
contribution from both mines expected in the second quarter of 2006.

Kazakhmys Group by-products Production
--------------------------------------
Q1 2006 Q1 2005
--------------------

Zinc Concentrate '000 t 86.9 58.8
Zinc in Concentrate % 45.12 38.36
Zinc in Concentrate '000 t 39.2 22.6
Zinc metal '000 t 18.2 17.1

Silver '000 oz 5,249 4,997
own concentrate '000 oz 5,226 4,961
Tolling '000 oz 23 36

Gold '000 oz 35.1 20.1
own concentrate '000 oz 23.2 13.1
Tolling '000 oz 11.9 7.0
-------------------------------------------------------------------------


Zinc metal production in the first quarter of 2006 stood at 18.2 thousand
tonnes, slightly higher than in the first quarter of 2005. Optimization of the
smelter process and concentrate feed grade is expected to improve smelter
productivity in the course of the year.


Zinc concentrate production in the first quarter of 2006 was significantly
higher year on year and increased 47.8% compared to the first quarter of 2005.
This rise was due to the larger contribution from the zinc-rich ores of
Artemyevskoe mine that commenced operations in 2005.


In the first quarter of 2006, the Group also produced 5.2 million ounces of
silver and 35.1 thousand ounces of gold, which were 5% and 75% higher
respectively compared to the same period in 2005. Of the 35.1 thousand ounces of
gold produced in the period, 11.9 thousand ounces were produced under tolling
arrangements. This increased gold production was the result of a larger ore
contribution from the Abyz and Artemyevskoe mines that produce ores with higher
gold content.

Zhezkazgan
----------
Q1 2006 Q1 2005
--------------------

Ore extraction '000 t 6,824 6,759
Average copper grade % 0.82 0.87

Copper Concentrate '000 t 139.5 145.4
Copper Cathodes '000 t 51.7 57.9
of which tolling '000 t 0.3 --
Copper Rod '000 t 5.3 1.3
-------------------------------------------------------
*Includes copper used to produce copper rod


At the Zhezkazgan complex, copper cathode production was lower in the first
quarter of 2006, due to adverse weather conditions in the first two months of
2006. Temperatures of below 400C lasting nearly two weeks caused some
operational interruptions at several mines, all of which have now been resolved.


Copper rod production significantly increased from 1.3 thousand tonnes in the
first quarter of 2005 to 5.3 thousand in the first quarter of 2006 due to higher
market demand.

Balkhash
--------
Q1 2006 Q1 2005
--------------------
Ore extraction '000 t 1,021 1,391
Average copper grade % 0.82 0.65
Copper Concentrate '000 t 48.9 41.6
Copper Cathodes '000 t 37.4 37.5
of which tolling '000 t 0.4 4.3
Copper Rod '000 t -- --
--------------------------------------------------------


Copper concentrate and copper cathode production at the Balkhash complex in the
first quarter of 2006 was higher than in the first quarter of 2005 primarily due
to higher copper grades, which overcompensated for lower ore extraction volumes
caused by decreasing production at the Kounrad mine.




East Region
-----------
Q1 2006 Q1 2005
--------------------

Ore extraction '000 t 1,361 1,152
Average copper grade % 2.42 2.39
Copper Concentrate* '000 t 132.1 134.5
Copper Cathodes '000 t -- --
Copper Rod '000 t -- --
-------------------------------------------------------
*Excludes concentrate processed by third parties


In the first quarter of 2006, ore extraction at the East Region complex
increased by 18.1% compared to that of the first quarter of 2005, due to a
ramp-up of production at the Artemyevskoe mine. Despite the higher quantity of
mined ores and higher copper grades, copper concentrate production in the first
quarter of 2006 was slightly lower compared to the first quarter of 2005. This
was primarily due to minor transportation problems, which have now been
rectified.

Karaganda
Q1 2006 Q1 2005
--------------------

Ore extraction '000 t 633 290
Average copper grade % 1.2 0.4
Copper Concentrate '000 t 28.1 8.9
Copper Cathodes '000 t -- --
Copper Rod '000 t -- --
---------------------------------------------------------


Ore extraction and copper concentrate production at the Karaganda complex mines
in the first quarter of 2006 increased by 118% and 216% respectively year on
year. The ramp-up of production at the Abyz and Nurkazgan mines continues to
perform in line with management expectations. The stripping works at the
Kosmurun mine were completed ahead of schedule and the mine is expected to
commence test production earlier than anticipated.


Appendix 1


As announced on April 27, 2006, from now on the Group will report its production
results on a four complex basis, in order to be aligned with the management
structure of the business. This reporting change will introduce an additional
complex, at Karaganda, to the three complexes breakdown reported previously. The
Karaganda complex comprises the Abyz, Kosmurun and Nurkazgan mines and the
Karagaily concentrator. All these operations are located in the vicinity of
Karaganda and therefore management is of the view that it is more appropriate to
account for these operations as a separate complex.


For the ease of comparison the first quarter 2006 production results in the old
reporting format are set out below:

Zhezkazgan
----------
Q1 2006 Q1 2005
--------------------

Ore extraction '000 t 6,824 6,759
Average copper grade % 0.82 0.87

Copper Concentrate '000 t 139.5 145.4
Copper Cathodes '000 t 51.7 57.9
Of which tolling '000 t 0.3 --
Copper Rod '000 t 5.3 1.3
--------------------------------------------------------


Balkhash
--------
Q1 2006 Q1 2005
---------------------

Ore extraction '000 t 1,544 1,602
Average copper grade % 0.95 0.61

Copper Concentrate '000 t 48.9 41.6
Copper Cathodes '000 t 37.4 37.5
Of which tolling '000 t 0.4 4.4
Copper Rod '000 t -- --
--------------------------------------------------------


East Region
-----------
Q1 2006 Q1 2005
--------------------

Ore extraction '000 t 1,471 1,231
Average copper grade % 2.34 2.3

Copper Concentrate* '000 t 160.2 143.3
Copper Cathodes '000 t -- --
Copper Rod '000 t -- --
-------------------------------------------------------

*Excludes concentrate processed by third parties


For further information please contact:

Jinsoo Yang, Head of IR Tel: [phone]
Sergei Stephantsov, Deputy Head of IR [phone]
Kazakhmys PLC

Morgan Bone Tel: [phone]
Robin Walker
Finsbury


- ends -


Notes to Editors

The Group's principal business is the mining, processing, smelting, refining and
sale of copper and copper products, including copper cathode and copper rod, and
is carried on by the Company's main subsidiary LLC Kazakhmys Corporation
("Kazakhmys). Based on 2004 production, the Group is the 10th largest producer
of copper cathode and mined copper in the world. The Group's operations are
vertically integrated. Kazakhmys operates 16 open pit and underground mines and
two smelting and refining complexes in the Republic of Kazakhstan. Kazakhmys
also owns significant rail infrastructure in Kazakhstan and MKM, a copper
products fabrication company in Germany.


Bitte analysiert selber mfG Unkenhorst

[Unkenhorst1]

KAZAKHMYS | Currency GBX
All data delayed by at least 15 minutes

As at 04-May-2006 22:04:28
1,194.500 Price Move +45.00 +3.91%


Der Markt in London reagiert auf obige Produktionszahlen wie folgt:

+ 3,91 %


comments are appreciated.

mfG Unkenhorst

[Unkenhorst1]

KAZAKHMYS | Currency GBX
All data delayed by at least 15 minutes

As at 05-May-2006 8:37:08
1,218.500 Price Move +24.00 +2.01%

[Ramses2I]

Antwort auf Beitrag Nr.: 21.440.930 von Unkenhorst1 am 05.05.06 09:53:42

und es geht weiter aufwärts.

[Unkenhorst1]

Antwort auf Beitrag Nr.: 21.288.493 von NicholasVanOrton am 23.04.06 20:28:53

Denn das zwingt die Firmen, sich an internationale
Bilanzierungsregeln und Transparenzanforderungen zu halten. Bei dem in London gelisteten
Minenbetreiber Kazakhmys hat sich der Einstieg bereits gelohnt. Der Titel legte seit
Jahresanfang 55 Prozent zu. Mit einem Kurs/Gewinn-Verhältnis von zehn ist die Aktie immer
noch günstig.

Kurs/Gewinn Verältnis basierte auf einen Kupferpreis von 3.500 USD/Tonne. Der Preis pro Tonne liegt jetzt um 8000 USD / Tonne.

Die Aktie Kazakhmys ist zur Zeit sehr preisgünstig.

mfG Unkenhorst

[NicholasVanOrton]

Vorsicht bei Kupferwerten.Der Kupferpreis hat schon Blasenstatus erreicht.Ich habe meine Aktienzahl reduziert.Ewig wird das nicht so weitergehen.Langfristig ist der Wert Top!
Im Moment ist mir der Hype aber zu heftig geworden.

Gruß NVO

[Unkenhorst1]

Antwort auf Beitrag Nr.: 21.562.435 von NicholasVanOrton am 13.05.06 22:08:15

@NVO,

es ist sicherlich richtig, dass der Kupferpreis exorbitant gestiegen ist und möglicherweise wieder zurückkommt.

Jedoch bitte ich folgendes zu berücksichtigen:

1. Kazakhmys ist bei einem Kupferpreis von 3500 USD/Tonne profitabel und kann bei diesem Preis eine Dividende von 37 CT ausschütten.

2. Der Kupferpreis ist ungewöhnlich hoch gestiegen.

3. Das der Kupferpreis wieder auf 3500 USD/Tonne fällt mag sein.

4. Kazakhmys mag vielleicht die Entscheidung treffen jetzt auf Termin Kupfer langfristig zu verkaufen.

5. Das die Nachfrage nach Kupfer weiter steigen wird ist wahrscheinlich, da die Weltwirtschaft (China, Indien, Brasilien, Russland etc.) nach wie vor boomt.

Zusammenfassung: Der Gewinn von Kazakhmys wird dramatisch steigen. Leider ist der Kurs von Kazakhmys den Steigerungen des Kupferpreises bei weitem nicht gefolgt. Daher: Der Kurs von Kazakhmys hat noch viel Luft nach oben selbst wenn der Kupferpreis wieder auf 4.500 USD/Tonne fällt.

Weitere neue Projekte von Kazakhmys und die Steigerungen beim Goldpreis etc. sind bei obiger Betrachtung nicht berücksichtigr.

mfG Unkenhorst

[NicholasVanOrton]

@Unkenhorst

Deine Argumente sind mir bekannt, finde wie gesagt den Wert toll.
Meistens gibt es kurz bevor eine Blase platzt (spreche von Kupferblase) x-Argumente zum Kauf.
Ich gebe hier keinesfalls eine Verkaufsempfehlung ,denn so wichtig bin ich ja nicht.
Ich sage nur man sollte vorsichtig sein und die Augen offen halten. Ob man kauf oder verkauft liegt immer im eigenem ermessen.

Langfristig ist der Wert einer der Besten die ich kenne.

Schönes WE

Gruß NVO

[Unkenhorst1]

Rohstoffrallye wird nachhaltig sein
Thursday, 11. May 2006, 10:12

Der Goldpreis hatte heute früh bereits ein neues 26 Jahreshoch erreicht. Kupfer kletterte an der Shanghaier Börse weiter nach oben und das überschreiten der 8.000 USD-Marke pro Tonne ist schon wieder fast vergessen, denn die Richtung zeigt weiter nach Norden.

Laut Bloomberg geht Goldman Sachs und die Deutsche Bank davon aus, dass die Rallye nachhaltig ist und in diesem Jahr weiter anhält.

Vor allem die Länder wie Bolivien, vor allem Zinkproduktion, Peru, Mexiko und Brasilien werden den Takt als Produzenten mit angeben. Die Lagerbestände bei Kupfer nehmen weiter ab. Sie umfassen derzeit nur noch eine Weltweite 4 Tagesabdeckung und die Lage wird sich voraussichtlich weiter verschärfen. Grund ist die beginnende Streiksaison in den Südamerikanischen Staaten, was Auswirkungen auf 25 % der Kupfer-Weltproduktion haben wird. So hat bereits in Mexiko die Bestreikung von Kupferminen begonnen, wir berichteten gestern darüber. Auch in Peru wird die Situation "brenzlig". Durch die zunehmende Verstaatlichung von Minen bleiben Investitionen durch Privatunternehmen in diesen aus. Das Land, was bisher 8 % der Kupfer-Weltproduktion abdeckt, wollte diese perspektivisch bis auf 25 % erhöhen, was jetzt fraglich ist.

Dazu kommt der anhaltend steigende Bedarf aus Asien und hier vor allem China. Das Land wiederum ist dabei riesige Rohstoffreserven anzulegen. Dazu gehören bis 2010 etwa 20 Mio. Tonnen Kupferbestand. Es ist davon auszugehen, dass eigene Kapazitäten nicht ausreichen und so international zugekauft wird.

Der Kupferpreis hat seit Jahresbeginn um etwa 150 % zugelegt und innerhalb der letzten 24 Monate um 200 %.

[Unkenhorst1]

LONDON (dpa-AFX) - Gestützt von einer Stabilisierung an der Wall Street werden Aktien am Dienstag in London behauptet erwartet. IG Index sieht den FTSE 100 am Morgen bei 5.841 Punkten. Am Montag hatte der britische Leitindex 1,20 Prozent auf 5.841,30 Zähler verloren. Im Fokus stehen laut Börsianern Berichtsunternehmen und die US-Vorgabe, die durch schwache Börsen in Asien getrübt werde. Eine Stabilisierung der Märkte stehe im Vordergrund.

BAA-Papiere stehen mit den Jahreszahlen des Flughafenbetreibers im Fokus, die wiederum laut Händlern von Übernahmespekulationen überlagert würden. Ebenfalls mit Zahlen kamen am Morgen InterContinental Hotels Group . Der Gewinn im ersten Quartal stieg und der Ausblick wird von Börsianern positiv gewertet.

Aktien der Compass Group stehen mit Halbjahreszahlen des britischen Catering-Spezialisten im Fokus. Der Vorsteuergewinn habe einer ersten Händlereinschätzung zufolge am unteren Rand der Prognosen gelegen. Zudem hat Compass gewarnt, dass das Marktumfeld anspruchsvoll bleibe. Die Jahresziele wurden aber bestätigt, das Unternehmen sei 'auf einem guten Weg'.

Analystenkommentare könnten ebenfalls einige Einzelwerte bewegen. Die Deutsche Bank hat ihr Votum für Boots von 'Hold' auf 'Buy' erhöht und das Kursziel auf 850 Pence gesetzt. Die Citigroup erhöhte Kazakhmys-Aktien von 'Sell' auf 'Hold'./fat/mw

nach einem Gewitter gibt frische, klare Luft. Ich mag das

mfG Unkenhorst

[Unkenhorst1]

Alte Börsenweisheit: es ist zu kaufen wenn es gewittert ....

mfG Unkenhorst

[Unkenhorst1]

Folgendes ist dem Jahresbericht 2005 zu entnehmen:

1. Durchschnittliche Erlöse (realisiert) für Kupfer in 2005 3.794 USD/Tonne
2. Entsprechend Note 32 gibt es keinerlei Termingeschäfte für Kupfer welches in der Zukunft zu verkaufen ist.
3. Earnings per share 1.31 USD/Share
4. Final Dividend 0,37 USD welche Ende Mai gezahlt wird

Ergebnis:
falls der Durchschnittspreis für Kupfer sich in 2006 auf 6000 USD/Tonne einpendeln wird und alle anderen Faktoren sich nicht ändern, werden die Erlöse von Kazakhmys um mehr als 50 % steigen, ohne das die Kosten entsprechend steigen mit entsprechenden Auswirkungen auf Gewinn und Dividende.

Fazit: Kazakhmys ist ein klare Kauf

mfG Unkenhorst

[NicholasVanOrton]

@Unkenhorst1

Und hat es dich auch erwischt oder bist du noch dirn? Was macht RI immer noch im Depot?

Gruß NVO

[sojasport]

Antwort auf Beitrag Nr.: 21.765.795 von NicholasVanOrton am 23.05.06 22:11:43

WOW. nichts für schwache nerven, die kupfer-invests zur zeit.

der kupferpreis hatte heftige korrektur und ist jetzt schon
wieder am abheben...tzzz.

[sojasport]

Antwort auf Beitrag Nr.: 21.772.204 von sojasport am 24.05.06 09:55:08

sieht nach erholung aus

[Ramses2I]

04.07.2006 - 13:43 Uhr
Kazakhmys prüft Gang an die New Yorker Börse
ALMATY (Dow Jones)--Der kasachische Kupferproduzent Kazakhmys plc erwägt eine Notierung an der New Yorker Börse (NYSE). „Wenn wir es für nötig erachten, zusätzliche Geldmittel zu beschaffen, werden wir eine neue Aktienausgabe und eine Notierung an einer dritten Börse in Erwägung ziehen“, sagte ein Unternehmensvertreter. "Eine der Möglichkeiten ist die NYSE", fügte er hinzu, ohne weitere Details zu nennen.

Kazakhmys hat mit seinem Gang an die Londoner Börse (LSE) im Oktober vorigen Jahres 1,2 Mrd USD erlöst und damit den Sprung in den FTSE 100-Index geschafft. Die Aktien des weltweit zehntgrößten Kupferproduzenten werden ferner über die Börse in Kasachstan gehandelt. Kazakhmys erzielte als erstes Unternehmen aus der GUS eine vollständige Börsennotierung in London.

[Ramses2I]

Es gibt neue Zahlen von Kazakhmys:


http://www.kazakhmys.com/images/news/45.pdf

[turanalem]

01.08.06 -> Credit Suisse Lifts Kazakhmys Target

Credit Suisse lifts Kazakhmys (KAZ.LN) target to 1,500p from 1,300p, and reiterates its outperform rating. Says its new target assumes the group can trade to 7xPE for '06 after adjusting for its estimated $1B of net cash. Says the group's 2Q '06 production results were "solid", and the 20% increase in copper production from its own mines reassures it that management can achieve its target of 5%-9% year on year production increase. Expects copper markets to be in deficit by 184,000 tonnes in '06. Trades +2.3% at 1,280p. (KHO)

06.08.06 -> Sunday tips round-up: Kazakhmys

LONDON (SHARECAST) - Despite concerns about alleged tax evasion regarding mining companies, Kazakhmys looks cheap, says the Sunday Telegraph. The shares have been volatile, given the direct exposure to copper prices but the paper advises investors keep on buying.

[Ramses2I]

Kazakhmys PLC will announce its interim results for the half year ended 30 June 2006 on Tuesday 19 September 2006 at 7:00am London Time.

[sojasport]

Antwort auf Beitrag Nr.: 23.648.413 von Ramses2I am 28.08.06 12:17:57

die börse stellt sich schonmal auf gutes ergebnis ein.

der kupferpreis gibt sich auch wieder sehr stabil!

[turanalem]

Kazakhmys günstig bewertet

München (aktiencheck.de AG) - Die Experten vom "Performaxx-Anlegerbrief" halten die Aktie von Kazakhmys (ISIN GB00B0HZPV38/ WKN A0HFWR) für günstig bewertet.

Wer auf der Suche nach einem interessanten Rohstoffunternehmen sei, das zugleich aus einem Emerging-Market komme, sollte sich das kasachische Rohstoffkonglomerat Kazakhmys auf die Watchlist nehmen. Neben einer Notierung an der Londoner Börse würden die Papiere aber auch hier zu Lande ausreichend gehandelt.

Kazakhmys verfüge über Geschäftsaktivitäten in Kasachstan, Deutschland und Großbritannien, wo auch der Firmensitz angesiedelt sei. Hauptfokus seien das Minengeschäft, Schmelzen, Raffinieren und schließlich die Vermarktung der verarbeiteten Rohstoffe. Dazu gehöre vor allem Kupfer und dessen Halbfertigprodukte wie Kathoden etc.

Andere von Kazakhmys verarbeitete Commodities seien Zink, Gold und Silber, alles jedoch in deutlich geringerem Umfang als Kupfer. Auf Basis der 2004er-Zahlen sei Kazakhmys unter den Kupferproduzenten und -verarbeitern weltweit die Nummer 10.

Weit reichende Projekte in Kasachstan seien in der Entstehung, viele davon sogar schon kurz- bis mittelfristig. Im Vordergrund stehe organisches Wachstum sowie die Fähigkeit, abgebaute Ressourcen zu ersetzen (hohes Produktions-/Replacement-Ratio), so dass eine möglichst lange Minenlaufzeit gewährleistet sei - die Basis für jedes Rohstoffunternehmen. Zhaman-Aybat, eine Tagebaumine, befinde sich in der Konstruktion und beherberge nach derzeitigem Kenntnisstand rund 75 Mio. Tonnen Kupfererz. Weit mehr Potenzial biete Aktogay, eine Open Pit-Mine, wo man 1,6 Mrd. Tonnen Kupfererz vermute. Bestehende Minen wie die Nordmine in East Saryoba sollten eine Lebenszeit von 20 Jahren besitzen, Taskura ca. 11 Jahre sowie Kosmurun and Akbastau von sogar mehr als 40 respektive fast 30 Jahren.

Mit einem erwarteten Gewinn je Aktie von 1,37 Euro liege das KGV 2006e bei gerade einmal 13. Hierin spiegle sich auch der Discount einer Aktie aus einem Schwellenland wider. Lasse man diesen Aspekt jedoch einmal beiseite, so sei Kazakhmys angesichts der Wachstumsraten, Zukunftsaussichten sowie Übernahmefantasien noch lächerlich günstig bewertet. Das bisherige Hoch von 20,40 Euro, das vor dem Einbruch der Börsen im Mai/Juni markiert worden sei, sei ein erstes Kursziel. Auf Sicht von zwölf Monaten sollten aber höhere Kurse von 22 bis 24 Euro möglich sein, was allein durch den Anstieg der Nettogewinne bei gleichbleibendem KGV gerechtfertigt erscheine. Als Unwägbarkeit bleibe die Stabilität des Gesamtmarktes, der sich Kazakhmys freilich nicht entziehen könne.

Die Experten vom "Performaxx-Anlegerbrief" halten die Aktie von Kazakhmys für günstig bewertet. (05.09.2006/ac/a/a)

[turanalem]

Kazakhmys steigert Umsatz und Gewinn deutlich

London (aktiencheck.de AG) - Der britische Kupferkonzern Kazakhmys plc (ISIN GB00B0HZPV38 (Nachrichten)/ WKN A0HFWR) profitierte im ersten Halbjahr vom gestiegenen Kupferpreis und verbuchte einen deutlichen Ergebnisanstieg.

Unternehmensangaben vom Dienstag zufolge verbesserte sich das Ergebnis vor Zinsen, Steuern und Abschreibungen (EBITDA) ohne Sondereffekte um 124 Prozent von 482,8 Mio. Dollar auf 1,08 Mrd. Dollar. Das operative Ergebnis (Underlying Profit) erhöhte sich um 162 Prozent von 236,7 Mio. Dollar auf 619,3 Mio. Dollar. Die Umsatzerlöse stiegen im Berichtszeitraum um 90 Prozent auf 2,28 Mrd. Dollar.
Die Aktie von Kazakhmys verliert in London aktuell 2,77 Prozent auf 1.230 Pence. (19.09.2006/ac/n/a)

[Ramses2I]

Antwort auf Beitrag Nr.: 24.052.190 von turanalem am 19.09.06 23:18:58

[sojasport]

Antwort auf Beitrag Nr.: 24.059.094 von Ramses2I am 20.09.06 12:16:24

so ein übler kursverlauf...
laut jahres-chart ist die trendlinie bei € 16.30!!!

wenns jetzt weiter nach unten durchbricht ist der aufwärtstrend
eindeutig gebrochen.

[Ramses2I]

Antwort auf Beitrag Nr.: 24.399.405 von sojasport am 04.10.06 15:43:49

dann dürfen du, turanalem und ich nicht eine aktie mehr verkaufen...
sonst geht es noch weiter runter...

für meinen geschmack könnte es ruhig mal wieder rauf gehen.

[sojasport]

Antwort auf Beitrag Nr.: 24.417.678 von Ramses2I am 05.10.06 12:41:44

wie du siehst...

man muss nur jammern und schon gehts bergauf!
ufz!

[Ramses2I]

Antwort auf Beitrag Nr.: 24.651.839 von sojasport am 16.10.06 10:05:28

10.10.2006
Provides mine development update

Kazakhmys confirmed that they expect to develop the Aktogay-Aidarlinkskiy GOK to come on-stream by 2010, and that the mine is provisionally targeted to produce more than 160,000t pa of copper. Bi-product gold should add just under 50,000oz pa, which should help to keep operating costs down. Forecast capex of $650mn is also in line with expectations, although the likely capital and cash costs projects for Aktogay are likely to firm up only after the company finishes current studies on the optimum mining and processing routes.

On a related note, the International Zinc Study Group (ILZSG) issued upbeat comments on the global zinc market today, saying that it expects zinc demand to exceed supply by 32,000t in 2006, and by 55,000t in 2007, with global demand forecast to increase 3.9% to 11.06mn t in 2006 and by 2.6% to 11.36mn tons in 2007. Zinc metal and concentrate is expected to comprise 4.5%-5.4% of Kazakhmys' forecast revenue over the next five years, up from 3.1% in 2005 and 1.2% in 2004, and is viewed as having among the best fundamentals of all the base metals going forward.

Our current recommendation on the stock is Hold, with an end-2007 fair value of $24.3.

[Ramses2I]

STERLING DIVIDEND RATE

The Board of Kazakhmys PLC announced an interim dividend of
12.8 US cents per share payable on 27 October 2006 in sterling to those
shareholders who had elected to receive sterling dividends calculated at the
average US dollar to sterling exchange rate for the five business days prior to
the date of the announcement of the interim dividend.

The average US dollar to sterling exchange rate for the five business days prior
to the date of the announcement of the interim dividend was $1.87927/£1 and
accordingly the sterling dividend payable is 6.8112 pence per share.

[Ramses2I]

Kazakhmys PLC Production Summary
for the third quarter ended 30 September 2006



• Copper cathode production grew by 9 per cent and copper in concentrate
production increased by 4 per cent, compared to the second quarter
of 2006. Copper cathode produced from own copper concentrate increased by 5 per
cent over the same period.

• Zinc metal production was 22 per cent lower compared to the second
quarter, primarily due to technical issues associated with the coolers at the
Balkhash zinc plant, which are exacerbated in hot summer months. Zinc in
concentrate production rose by 17 per cent due to an improved operational
performance of the Artemyevskoe mine.

• Gold and silver production from own concentrate was 16 per cent and 3
per cent lower respectively, compared to the second quarter of 2006. This was
largely due to lower production volumes from the Abyz mine where scheduled
stripping works were conducted throughout the quarter.


Copper

Kazakhmys Group Copper Production
9m 9m Q3 Q2 Q3
2006 2005 2006 2006 2005
---------------------------------------------------------------------------------
Ore extraction '000 t 30,255 29,189 10,128 10,289 9,731
average copper grade % 1.12 1.03 1.16 1.13 1.04
average zinc grade % 4.23 3.07 4.75 4.03 3.23

Copper in Concentrate '000 t 314.0 296.5 111.4 107.6 96.1
own concentrate '000 t 283.6 255.9 100.1 98.7 83.3
purchased concentrate '000 t 30.5 40.5 11.3 8.9 12.8

Copper Cathodes* '000 t 295.2 294.1 107.3 98.8 94.4
own concentrate '000 t 265.5 247.7 96.5 92.2 80.4
purchased concentrate '000 t 28.1 37.9 10.6 5.9 12.3
tolling concentrate '000 t 1.7 8.5 0.3 0.7 1.8
Copper Rod '000 t 22.4 7.1 8.1 9.0 1.2
---------------------------------------------------------------------------------

*Includes copper used to produce copper rod

In the third quarter of 2006, the Group produced 107.3 thousand tonnes of copper
cathode (of which 8.1 thousand tonnes were used to produce copper rods), a 9 per
cent increase compared to the second quarter of 2006. Copper cathode production
from own concentrate increased by 5 per cent compared to the second quarter, and
amounted to 96.5 thousand tonnes reflecting a better performance of the East
Region mines. Copper cathode production through tolling arrangements decreased
from 0.7 to 0.3 thousand tonnes. The increased production volume was primarily
the result of higher copper grades, which increased from 1.13 to 1.16 per cent
compared to the second quarter of 2006, an improved performance of the East
Region mines, as well as the increased volume of purchased concentrate.


By-products

Kazakhmys Group By-products Production
9m 9m Q3 Q2 Q3
2006 2005 2006 2006 2005
--------------------------------------------------------------------------------
Zinc in Concentrate '000 t 107.1 61.2 36.6 31.3 18.9
Zinc Metal '000 t 45.9 38.2 12.1 15.6 9.6

Silver '000 oz 15,993 15,455 5,301 5,443 4,817
own concentrate '000 oz 15,954 15,405 5,295 5,433 4,811
tolling '000 oz 39 51 6 10 6

Gold '000 oz 120.6 102.1 42.9 42.7 39.3
own concentrate '000 oz 79.2 73.2 25.6 30.4 26.5
tolling '000 oz 41.4 28.9 17.3 12.3 12.8
--------------------------------------------------------------------------------

Zinc metal production in the third quarter of 2006 was 12.1 thousand tonnes in
comparison to 15.6 thousand tonnes in the second quarter of 2006 due to
technical issues with the zinc plant coolers, which were not coping fully with
the high summer temperatures. Rectifications to the cooling system are currently
underway to increase cooling capacity. In the meantime, lower temperatures in
the autumn and winter months will have a positive effect on productivity; in
fact, in September 2006, zinc metal production increased by 31 per cent compared
to August 2006. Zinc in concentrate production was up by 17 per cent compared to
the second quarter of 2006, primarily due to higher contribution from the
zinc-rich ores of the Artemyevskoe mine.


In the third quarter of 2006, the Group produced 5.3 million ounces of silver
and 42.9 thousand ounces of gold, in both cases similar volumes compared to the
second quarter of 2006. Of the 42.9 thousand ounces of gold produced, 25.6
thousand ounces were produced from own concentrate (a 16 per cent decrease
compared to the second quarter of 2006). The decrease in gold production from
own concentrate was caused primarily by lower production volumes from the Abyz
and Kosmurun mines, where scheduled stripping works were conducted throughout
the quarter, and partially due to longer lead times in transporting sludge
supplies through the pipeline from the Balkhash smelter to the precious metals
refinery caused by some malfunctioning in the pumps. The stripping works at the
Abyz mine should continue into the early months of 2007. Of the 5.3 million
ounces of refined silver, production under tolling arrangements represented only
6 thousand ounces.


Review by region

Zhezkazgan
9m 9m Q3 Q2 Q3
2006 2005 2006 2006 2005
--------------------------------------------------------------------------------
Ore extraction '000 t 21,120 20,661 7,071 7,226 6,910
Average copper grade % 0.81 0.88 0.79 0.82 0.86
Copper Concentrate '000 t 412.2 442.9 132.1 140.7 143.1
Copper in '000 t 149.6 160.3 48.7 51.7 52.0
Concentrate
Copper Cathodes* '000 t 165.6 170.6 59.8 54.1 52.7
of which tolling '000 t 0.5 0.1 0.2 0.3 --
Copper Rod '000 t 22.4 7.1 8.0 9.0 1.2
--------------------------------------------------------------------------------

*Includes copper used to produce copper rod


In the third quarter of 2006, copper cathode production at the Zhezkazgan
complex was over 10 per cent higher than in the second quarter of 2006, due to
processing of larger volumes of copper in work-in-progress carried forward from
the previous quarter and higher volumes of purchased concentrate. The Zhezkazgan
complex produced 6 per cent less copper in concentrate than in the second
quarter primarily due to roof fall in the overlapping East and Annensky mines.
This did not result in any causalities or significant damage to the
equipment but affected average ore grades for the period, which
went down from 0.82 to 0.79 per cent compared to the second quarter of 2006.


Copper rod production in the third quarter remained in line with the second
quarter of 2006 following continued strong customer demand in the Chinese
market.

Balkhash
9m 9m Q3 Q2 Q3
2006 2005 2006 2006 2005
---------------------------------------------------------------------------------
Ore extraction '000 t 3,538 4,260 1,252 1,266 1,437
Average copper grade % 0.78 0.72 0.72 0.81 0.75
Copper Concentrate '000 t 205.2 139.7 72.1 84.2 50.2
Copper in '000 t 34.6 25.4 10.3 14.9 8.9
Concentrate
Copper Cathodes '000 t 128.6 123.5 47.5 44.7 41.7
of which tolling '000 t 1.0 8.4 0.1 0.7 1.8
Copper Rod '000 t -- -- -- -- --
---------------------------------------------------------------------------------

At the Balkhash complex, copper cathode production in the third quarter was 6
per cent higher than in the second quarter due to processing of larger volumes
of the copper work-in-progress carried forward from the previous quarter and
higher volumes of purchased concentrate. Copper in concentrate production in the
third quarter was lower than in the second quarter of 2006 due to decrease of
ore grades from 0.81 to 0.72 per cent. This decrease in average ore grades was
caused by lower grade at the Sayak and Shatyrkul mines due to dilution of ore by
barren rocks and lower than anticipated grades at Kounrad mine.

East Region
9m 9m Q3 Q2 Q3
2006 2005 2006 2006 2005
--------------------------------------------------------------------------------
Ore extraction '000 t 3,393 3,685 1,075 957 1,257
average copper grade % 2.78 2.31 3.09 2.92 2.31
Copper Concentrate* '000 t 259.5 241.2 127.4 132.1 106.7
Copper in '000 t 74.1 63.6 26.5 24.1 19.0
Concentrate
Copper Cathodes '000 t -- -- -- -- --
Copper Rod '000 t -- -- -- -- --
--------------------------------------------------------------------------------

*Excludes concentrate processed by third parties


In the third quarter of 2006, copper concentrate production at the East Region
complex was 4 per cent lower compared to the second quarter of 2006. However,
higher copper grade ores from the recently commissioned mines led to an increase
of 10 per cent in copper in concentrate production in the third quarter compared
to the second quarter of 2006.

Karaganda
9m 9m Q3 Q2 Q3
2006 2005 2006 2006 2005
--------------------------------------------------------------------------------
Ore extraction '000 t 2,204 582 730 825 165
average copper grade % 2.13 0.81 2.72 2.28 1.61
Copper Concentrate '000 t 136.9 81.7 65.7 43.2 43.2
Copper in '000 t 18.0 2.3 11.6 5.5 1.4
Concentrate
Copper Cathodes '000 t -- -- -- -- --
Copper Rod '000 t -- -- -- -- --
--------------------------------------------------------------------------------

Ore extraction at the Karaganda complex in the third quarter of 2006 was 12 per
cent lower than in the second quarter of 2006 primarily due to mining operations
at the Abyz mine being restricted by scheduled stripping works which are
expected to continue into the earlier months of 2007. Lower production at the
Kosmurun mine due to scheduled stripping works and whilst ore inventory was
cleared, also contributed to lower ore extraction.

[turanalem]

UBS Raises Kazakhmys Target

UBS raises Kazakhmys' (KAZ.LN) target to 1400p from 1375p on 3Q production figures coming in head of its estimates. UBS notes zinc metal and gold are below its expectations, but that zinc improvements are expected in 4Q, while lower gold production is likely to extend into '07. Reiterates buy rating. Shares trade +1.1% at 1198p.

[Ramses2I]

Successful Listing on the Kazakh Stock Exchange ("KASE")

Kazakhmys PLC (the "Company") is pleased to announce that it successfully
completed its application to Kazakhstan's listing authorities for the Company's
Ordinary Shares (the "Shares") to be listed and admitted to trading on the KASE
("Admission"). The start of dealings in the Shares on the KASE is expected to be
on or around Monday, 27 November 2006.

Admission was preceded by a short, successful bookbuilding exercise in
Kazakhstan, in which 9,350,000 Shares (equivalent to circa 2% of the Company)
were successfully placed by the Company's current Chief Executive, Mr YK Cha, in
line with earlier statements by the Company.

Mr Vladimir Kim, Executive Chairman of Kazakhmys said: "We are pleased that
Kazakhmys is listed on the Kazakh Stock Exchange, fulfilling an objective
declared at the time of our IPO. We expect Kazakhmys' listing will make a
meaningful contribution to the development of Kazakhstan's capital markets."

JPMorgan Cazenove Limited is advising Kazakhmys in connection with the Kazakh
listing. Turan Alem Securities is acting as listing agent, market maker and
bookrunner for the Kazakh Placing.

[Ramses2I]

Copper miner Kazakhmys has appointed Simon Heale, a former head of the London Metal Exchange, to its board of directors as a non-executive.

Simon Heale, who was chief executive of the LME from July 2001 to October 2006, will become a non-executive director on the Kazakh company's board from January 2007. Heale will also be appointed to the Audit, Remuneration and Nomination Committees.

"Simon's experience as chief executive of the LME will greatly benefit our business as we seek to diversify into other commodities as part of our growth strategy," executive chairman Vladimir Kim said.

[Ramses2I]

Notification of Transactions of Directors, Person Discharging Managerial
Responsibility or Connected Persons

This form is intended for use by an issuer to make a RIS notification required
by DR 3.1.4R(1).

(1) An issuer making a notification in respect of a transaction relating to
the shares or debentures of the issuer should complete boxes 1 to 16, 23
and 24.
(2) An issuer making a notification in respect of a derivative relating to
the shares of the issuer should complete boxes 1 to 4, 8, 13, 14,
16, 23 and 24.
(3) An issuer making a notification in respect of options granted to a
director/person discharging managerial responsibilities should complete
boxes 1 to 3 and 17 to 24
(4) An issuer making a notification in respect of a financial instrument
relating to the shares of the issuer (other than a debenture) should
complete boxes 1 to 4, 6, 8, 9, 11, 13, 14, 16, 23 and 24.

1. Name of the issuer

Kazakhmys PLC

2. State whether the notification relates to (i) a transaction
notified in accordance with DR 3.1.4R(1)(a) or
(ii) DR 3.1.4(R)(1)(b) a disclosure made in accordance with section 324 (as
extended by section 328) of the Companies Act 1985; or
(iii) both (i) and (ii)

(iii)

3. Name of person discharging managerial responsibilities/ director

Yong Keu Cha

4. State whether notification relates to a person connected with
a person discharging managerial responsibilities/director names in 3 and
identify the connected person.

N/A

5. Indicate whether the notification is in respect of a holding
of the person referred to in 3 or 4 above or in respect of a non-beneficial
interest.

As per (3) above

6. Description of shares (including class), debentures or derivatives or
financial instruments relating to shares

Ordinary shares of 20 pence each

7. Name of registered shareholder(s) and, if more than one, the number of
shares held by each of them

Perry Partners SA: 54,246,982

Yong Keu Cha holds a 100% interest in Perry Partners SA

8. State the nature of the transaction

Placement of shares on the Kazakh Stock Exchange

9. Number of shares, debentures or financial instruments relating to shares
acquired

N/A

10. Percentage of issued class acquired (treasury shares of that class should
not be taken into account when calculating percentage)

N/A

11. Number of shares, debentures or financial instruments relating to shares
disposed

9,350,000

12. Percentage of issued class disposed (treasury shares of that class should
not be taken into account when calculating percentage)

2.00%

13. Price per share or value of transaction

1,200p (includes 1.5% stamp duty)

14. Date of Transaction

16 November 2006

15. Total holding following notification and total percentage holding
following notification (any treasury shares should not be taken into account
when calculating percentage)

54,246,982 (11.6%)

16. Date issuer informed of transaction

17 November 2006

17. Date of grant

N/A

18. Period during which or date on which it can be exercised

N/A

19. Total amount paid (if any) for grant of the option

N/A

20. Description of shares or debentures involved (class and number)

N/A

21. Exercise price (if fixed at time of grant) or indication that price is to
be fixed at the time of exercise

N/A

22. Total number of shares or debentures over which options held following
notification

N/A

23. Any additional information

8,978,000 shares sold on 16 November 2006, with a further 372,000 shares being
sold on or around 27 November 2006 when dealings in the Company's shares start
on the Kazakh Stock Exchange (total sales 9,350,000). Both sales were at £12.00
(including 1.5% stamp duty)


Date of Notification:

20 November 2006

[Ramses2I]

Kazakhmys PLC
05 December 2006

Notification

Under Section 198 of the Companies Act 1985, Kazakhmys PLC (the "Company") was
notified on 4 December 2006 of the following transactions in its shares:

i) on 22 November 2006 Xenia Limited (whose ultimate beneficial owner was
Mr YK Cha) ceased to have an interest in Perry Partners S.A.;

ii)on 22 November 2006 Mellow Fields Limited (whose ultimate beneficial owner
is Mr YK Cha) acquired the 100% of Perry Partners S.A. previously owned by
Xenia Limited.

As a result, this change of ownership in Perry Partners S.A. is only an internal
reorganisation. Before and after this transfer, Perry Partners S.A. continues to
hold a total interest in Kazakhmys PLC of 54,246,982 shares, representing 11.6%
of the Company's issued share capital.

[sojasport]

die metall-notierungen stürzen ganz schon ab...

das tut dem kuper von kazakhmys auch nicht so gut

[Ramses2I]

Antwort auf Beitrag Nr.: 26.391.663 von sojasport am 22.12.06 08:04:48

Die werden sich bestimmt wieder erholen...und zwar beide Notierungen.

[Ramses2I]

Events

Preliminary Results Announcement
Start: March 15, 2007, 7:00 am

[Ramses2I]

Wer an ein erfolgreiches Quartal glaubt, kann bei
diesen Kursen eigentlich nur zugreifen.



Events This Month.
Q4 Production Report
Start: January 30, 2007, 7:00 am

So einen Durchhänger wie aktuell hatten wir ja im letzten Jahr schon mal...und danach ging es wieder gen Norden. Mal schauen wie
es im Jahr 2007 läuft.

[Ramses2I]

Es gibt News:

http://business.timesonline.co.uk/article/0%2C%2C9072-256345…

[Ramses2I]

Antwort auf Beitrag Nr.: 27.174.994 von Ramses2I am 25.01.07 12:30:20

KAZAKHMYS PLC ANNOUNCES THE APPOINTMENT OF MR OLEG NOVACHUK AS
CHIEF EXECUTIVE AND MR MATTHEW HIRD AS CHIEF FINANCIAL OFFICER.

The Board of Kazakhmys PLC has appointed Mr Oleg Novachuk as Chief Executive to succeed
Mr Y K Cha, who stepped down from the post on 31 December 2006. Mr Novachuk will take up
his new post on 15 March 2007, following completion of the 2006 financial year-end closing
activities. Mr Matthew Hird, at present Financial Controller and Company Secretary, will
succeed Mr Novachuk as Chief Financial Officer, on the same date.
Mr Novachuk’s responsibilities as Chief Executive will include the day to day management of the
Group and the implementation of the strategy approved by the board. Mr Hird will be
responsible for overseeing the Group’s finance and administrative functions, and for investor
relations. Mr Vladimir Kim, as Executive Chairman, will remain responsible for the strategic
direction of the Company.

Mr Novachuk has served as Finance Director of Kazakhmys since 2005. He was previously
Vice-President of financial projects for Kazakhmys LLC. Before joining the Kazakhmys Group
in 2001, he served for three years as Deputy Chairman then Chairman of JSC Kazprombank, at
that time one of the largest private banks in Kazakhstan.
Mr Hird has served as Financial Controller and Company Secretary of Kazakhmys since 2005. A
qualified Chartered Accountant, he worked with Deloitte and Touche in London from 1994 to
2003 specialising in the audit of mining enterprises and, subsequently, served as Group Reporting
Manager and Company Secretary of Vedanta Resources plc from 2003 to 2005. As there are
three executive directors already on the Kazakhmys PLC board, he will not join the board at this
stage.
2

Mr Robert Welch, at present Deputy Company Secretary and previously Assistant Group Secretary
of BPB plc, will succeed Mr Hird as Company Secretary of Kazakhmys plc.
Mr Vladimir Kim, Executive Chairman of Kazakhmys plc said: "Kazakhmys has a strong board,
which has been recently significantly strengthened with both non-executives and executives of the
highest calibre, as announced in the latter part of last year. Within the executive team, Oleg
Novachuk already has wide knowledge and experience of our operations and Matthew Hird has a
thorough knowledge of the finance function. David Munro will continue to give us invaluable
help on strategy."

[Ramses2I]

Kazakhmys PLC Production Summary for the full year and the fourth quarter ended

31 December 2006


• For the year ended 31 December 2006, copper cathode production, excluding
copper produced through tolling arrangements, grew by 5 per cent and copper
in concentrate production increased by 9 per cent, compared to 2005. Copper
cathode produced from own concentrate increased by 9 per cent over the same
period as a result of higher production from the recently commissioned
Artemyevskoe, Zhomart (formerly called Zhaman-Aybat) and Kosmurun mines.

• Zinc metal production was 17 per cent higher compared to 2005, despite
some technical issues associated with the coolers at the Balkhash zinc plant
that are still being rectified. Zinc in concentrate production rose by 36
per cent due to an increased contribution from high grade zinc ores from the
Artemyevskoe mine (East Region).

• Own gold and silver production increased by 6 and 5 per cent,
respectively, compared to 2005 levels.


Copper

Kazakhmys Group Copper Production
Q1 2006 Q2 2006 Q3 2006 Q4 2006 FY 2006 FY 2005
----------------------------------------------------------------------------------------
Ore extraction '000 t 9,838 10,289 10,128 8,985 39,240 39,446
Average copper grade % 1.07 1.13 1.16 1.32 1.17 1.03
Average zinc grade* % 3.98 4.03 4.75 4.47 4.28 3.28

Copper in Concentrate '000 t 95.0 107.6 111.4 119.5 433.5 397.6
own concentrate '000 t 84.7 98.7 100.1 99.7 383.2 345.7
purchased concentrate '000 t 10.3 8.9 11.3 19.8 50.3 51.9

Copper Cathodes** '000 t 89.1 98.8 107.3 111.8 407.0 396.6
own concentrate '000 t 76.8 92.2 96.5 103.0 368.4 338.2
purchased concentrate '000 t 11.6 5.9 10.6 8.7 36.8 48.3
tolling concentrate '000 t 0.7 0.7 0.3 0.1 1.8 10.1
Copper Rod '000 t 5.3 9.0 8.1 6.1 28.5 8.7
----------------------------------------------------------------------------------------

* Complex ores only

** Includes copper used to produce copper rod


In the fourth quarter of 2006, the Group produced 111.8 thousand tonnes of
copper cathode (of which 6.1 thousand tonnes were used to produce copper rods),
a 4 per cent increase compared to the third quarter of 2006. Copper cathode
production from own concentrate increased by 7 per cent compared to the third
quarter, and amounted to 103.0 thousand tonnes. Production through tolling
arrangements decreased from 0.3 to 0.1 thousand tonnes.

The increased production volume was primarily the result of improved copper
grades, which increased from 1.16 to 1.32 per cent compared to the third quarter
of 2006, as well as higher production from new mines (Zhomart, Artemyevskoe and
Kosmurun).

The overall 2006 copper cathode production volume increase of 5 per cent on
2005, was primarily driven by the increase of copper production from own
concentrate (9 per cent increase compared to 2005), in line with guidance issued
during 2006 and our expressed intention to reduce copper production from
purchased concentrate.


By-products

Kazakhmys Group By-products Production

Q1 2006 Q2 2006 Q3 2006 Q4 2006 FY 2006 FY 2005
----------------------------------------------------------------------------------------
Zinc in Concentrate '000 t 39.2 31.3 36.6 22.0 129.1 95.1
Zinc Metal '000 t 18.2 15.6 12.1 13.6 59.5 50.9

Silver '000 oz 5,249 5,443 5,301 5,577 21,570 20,606
own production '000 oz 5,226 5,433 5,295 5,576 21,530 20,517
tolling '000 oz 23 10 6 1 40 90

Gold '000 oz 35.1 42.7 42.9 44.8 165.5 145.3
own production '000 oz 23.2 30.4 25.6 27.7 106.9 100.5
tolling '000 oz 11.9 12.3 17.3 17.2 58.6 44.8
----------------------------------------------------------------------------------------


Zinc metal production in the fourth quarter of 2006 was 13.6 thousand tonnes, a
12 per cent increase against the 12.1 thousand tonnes produced in the third
quarter of 2006. This increase was achieved following lower temperatures
experienced during the fourth quarter, which aided performance. Technical issues
associated with the Balkhash zinc plant coolers remain, but the programme to
redesign the cooling system is continuing and is expected to be completed during
2007. Zinc in concentrate production volumes were down from 36.6 thousand tonnes
to 22.0 thousand tonnes in the fourth quarter of 2006, as sizeable ore volumes
were held in inventory at the period end ready for processing by third parties
at the beginning of 2007.

In total during 2006, 59.5 thousand tonnes of zinc metal were produced, a 17
per cent increase compared to 2005. Over the same period, zinc in concentrate
production was 36 per cent higher, primarily due to the first year of full
production at the Artemyevskoe mine within the East Region.

In the fourth quarter of 2006, the Group also produced 5.6 million ounces of
silver and 44.8 thousand ounces of gold, an increase of 5 and 4 per cent,
respectively, compared to the third quarter of 2006, driven by increased
contributions from the Kosmurun mine and higher by-products within purchased
concentrate. Of the 44.8 thousand ounces of gold produced, 27.7 thousand ounces
represented own production (an 8 per cent increase compared to the third quarter
of 2006). There were no ore extraction activities at the Abyz mine but this was
fully offset by increased production at the Kosmurun and Artemyevskoe mines. Of
the 5.6 million ounces of refined silver, production under tolling arrangements
represented only 1 thousand ounces.



Review by region

Zhezkazgan Complex

Q1 2006 Q2 2006 Q3 2006 Q4 2006 FY 2006 FY 2005
----------------------------------------------------------------------------------------
Ore extraction '000 t 6,824 7,226 7,071 6,555 27,676 28,046
Average copper grade % 0.82 0.82 0.79 0.84 0.82 0.87
Copper Concentrate '000 t 139.5 140.7 132.1 128.8 541.1 598.2
Copper in Concentrate '000 t 49.2 51.7 48.7 49.6 199.3 214.7
Copper Cathodes* '000 t 51.7 54.1 59.8 56.2 221.8 235.3
of which tolling '000 t 0.2 0.3 0.2 -- 0.7 0.1
Copper Rod '000 t 5.3 9.0 8.0 6.2 28.5 8.7
----------------------------------------------------------------------------------------

*Includes copper used to produce copper rod


In the fourth quarter of 2006, ore extracted at the Zhezkazgan complex decreased
by 7 per cent compared to the third quarter, primarily due to reduced mining
activity at the Annensky and East mines caused by the roof fall at the end of
the third quarter. The loss in production from these two mines was partially
offset by stronger performance from the Zhomart mine, the new mining operation
within the Zhezkazgan complex. The greater ore contribution from this mine also
allowed a higher average copper grade to be achieved in the fourth quarter
rising from 0.79 per cent to 0.84 per cent compared to the third quarter of
2006. In the fourth quarter of 2006, copper in concentrate production was 2 per
cent higher than in the third quarter, driven by higher copper ore grades. At
the same time, the Zhezkazgan complex produced 6 per cent less copper cathode
than in the previous quarter, as some of the concentrate delivered from the East
Region mines was stockpiled to be processed in the first quarter of 2007.

For the whole of 2006, extracted ore volumes remained at approximately the same
levels as in 2005 with the average copper grade decreasing slightly from 0.87
per cent in 2005 to 0.82 per cent in 2006 as the majority of mining operations
at the Zhezkazgan complex are becoming more mature. Copper cathode production
decreased by 6 per cent from 235.3 thousand tonnes in 2005 to 221.8 thousand
tonnes in 2006.

Although copper rod production in the fourth quarter of 2006 decreased to 6.2
thousand tonnes from 8.0 thousand tonnes produced in the third quarter, it
remained at historically high levels due to continued strong demand from China.
Overall in 2006, copper rod production more than tripled compared to 2005
levels, increasing from 8.7 thousand tonnes to 28.5 thousand tonnes, to meet
stronger market demand from China.


Balkhash Complex
Q1 2006 Q2 2006 Q3 2006 Q4 2006 FY 2006 FY 2005
----------------------------------------------------------------------------------------
Ore extraction '000 t 1,021 1,266 1,252 833 4,371 5,626
Average copper grade % 0.82 0.81 0.72 0.93 0.81 0.71

Copper Concentrate* '000 t 48.9 84.2 72.1 52.0 257.1 180.9
Copper in Concentrate '000 t 9.4 14.9 10.3 9.0 43.5 32.9
Copper Cathodes '000 t 37.4 44.7 47.5 55.6 185.2 161.3
of which tolling '000 t 0.4 0.4 0.1 0.2 1.1 10.0
Copper Rod '000 t -- -- -- -- -- --
----------------------------------------------------------------------------------------

* Excludes concentrate processed by third parties


At the Balkhash complex, ore extraction volumes in the fourth quarter of 2006
decreased by 33 per cent compared to the third quarter, adversely impacted by
the breakage of one of the excavators at the Kounrad mine late in September 2006
and some technical problems with mining and drilling equipment at the Sayak mine
in October 2006. In both instances, the technical difficulties have been
rectified. Lower ore extraction volumes were partially offset by an increase in
the average ore grade from 0.72 per cent to 0.93 per cent in the fourth quarter
of 2006 compared to the third quarter of 2006, driven by lower production
volumes at lower copper grade mines, in particular the Kounrad mine. As a result
of lower ore extraction volumes, copper in concentrate production in the fourth
quarter of 2006 was 13 per cent lower than in the third quarter. Copper cathode
production in the fourth quarter was 17 per cent higher than in the third
quarter due to processing larger volumes of copper concentrate originating from
the East and Karaganda regions.

In 2006, the total concentrate production volume was 28 per cent lower and
copper in concentrate production was 13 per cent lower compared to 2005 levels
due to technical issues at the Kounrad and Sayak mines. Copper cathode
production was 17 per cent higher than in 2005 due to the larger volume of
concentrate coming from Karaganda Region mines.


East Region
Q1 2006 Q2 2006 Q3 2006 Q4 2006 FY 2006 FY 2005
----------------------------------------------------------------------------------------
Ore extraction '000 t 1,361 957 1,075 1,048 4,441 5,082
Average copper grade % 2.42 2.92 3.09 3.00 2.83 2.33

Copper Concentrate* '000 t 132.1 127.4 139.9 135.2 534.6 476.8
Copper in Concentrate '000 t 23.5 24.1 26.5 24.6 98.7 87.4
Copper Cathodes '000 t -- -- -- -- -- --
Copper Rod '000 t -- -- -- -- -- --
----------------------------------------------------------------------------------------

* Excludes concentrate processed by third parties


In the fourth quarter of 2006, ore extraction volumes in the East Region were
similar to levels seen in the third quarter. Copper concentrate production was 3
per cent lower and copper in concentrate production was 7 per cent lower
compared to the third quarter of 2006. This was primarily due to lower
production volumes at the Nikolaevskoe mine, where mining was switched from open
pit to underground operations, and due to some technical problems associated
with the lifting equipment at the underground Orlovskoe mine, which have now
been rectified.

For 2006, total concentrate production volume was 12 per cent higher and copper
in concentrate production was 13 per cent higher compared to 2005 levels, driven
by the rich copper ores of the Artemyevskoe and Orlovskoe mines. The average
copper grade in the East Region increased from 2.23 per cent in 2005 to 2.83 per
cent in 2006.


Karaganda Region
Q1 2006 Q2 2006 Q3 2006 Q4 2006 FY 2006 FY 2005
----------------------------------------------------------------------------------------
Ore extraction '000 t 633 841 730 549 2,753 692
Average copper grade % 1.23 2.28 2.72 4.46 2.59 0.83

Copper Concentrate '000 t 28.1 43.2 65.7 93.8 230.8 115.5
Copper in Concentrate '000 t 0.9 5.5 11.6 15.7 33.7 3.3
Copper Cathodes '000 t -- -- -- -- -- --
Copper Rod '000 t -- -- -- -- -- --
----------------------------------------------------------------------------------------


Ore extraction at the Karaganda Region in the fourth quarter of 2006 was 25 per
cent lower than in the third quarter of 2006, primarily due to continued
scheduled stripping works at the Abyz mine with no ore extraction taking place
from October 2006. These stripping works are expected to continue throughout
2007. However, due to a larger contribution from the high copper grade ores of
the Kosmurun and Nurkazgan mines, the average copper grade in the fourth quarter
increased to 4.46 per cent from 2.72 per cent in the third quarter, resulting in
a 43 per cent increase in copper concentrate and a 35 per cent increase in
copper in concentrate production.

Overall in 2006, Karaganda Region ore extraction has exceeded 2005 levels, as a
result of increasing production volumes at the Nurkazgan mine, and a stronger
contribution from the Kosmurun mine, which commenced operations in May 2006 and
is expected to ramp up to full capacity in 2007. For 2006 as a whole, average
copper grades were also significantly higher, increasing from 0.83 per cent to
2.59 per cent compared to 2005 as both the Kosmurun and Nurkazgan mines have
achieved high copper grades ores (5.53% and 1.17% respectively).

[Ramses2I]

Notice of Preliminary Results for the Year Ended 31 December 2006

Kazakhmys PLC will announce its Preliminary Results for the year ended 31
December 2006 on Thursday, 15th March 2007.

A presentation for analysts will be held at 9.30am in the Presentation Suite on
the 7th floor of JPMorgan Cazenove, 10 Aldermanbury, EC2V 7RF.

[sojasport]

Der Kupferpreis ist wie alle Industriemetalle nach oben ausgebrochen.

Kupfer +7% am Freitag!

sieht nach einem ende des abwärtstrends aus!

[Ramses2I]

Antwort auf Beitrag Nr.: 27.971.462 von sojasport am 26.02.07 08:09:33

Das wollen wir ja erst mal sehen...
aber runter gegangen ist der Kupferpreis schon lange genug.

[Ramses2I]

Chinas Kupferbedarf soll auf 8 Mio. Tonnen wachsen

Hongkong 06.03.07

Laut einem Analysten der Scotia Capital soll der Kupferbedarf der chinesischen Wirtschaft in den nächsten Jahren weiter kräftig wachsen. Derzeit werden in China jährlich vier Mio. Tonnen Kupfer benötigt, rund 26 % des aktuellen weltweiten Bedarfs von 17,5 Mio. Tonnen.
Sollte die Wirtschaft des Riesenreiches weiter derart rasant wachsen, dann könnte der Jahresbedarf im Jahr 2015 bei acht Mio. Tonnen liegen.

Der Analyst sieht auch im indischen Wirtschaftswachstum eine Herausforderung für die globalen Minenbetreiber. Derzeit werden in Indien 2,5 % des weltweit benötigten Kupfers verarbeitet, dies könnte sich bis zum Jahr 2015 verdoppeln.

Dem gegenüber stellt Analyst Rutten, dass die gesicherten und förderbaren Vorräte des roten Metalls noch 28 Jahre reichen würden, ausgehend von den derzeitigen Verbrauchsraten.


http://www.emfis.de/rohstoffe/rohstoffe/nachrichten/beitrag/…

[Ramses2I]

Kazakhmys PLC ("Kazakhmys") announces move into the petroleum sector


Kazakhmys today announces that agreement has been reached to acquire
Dostan-Temir LLP, a Kazakhstan based company, which holds the right to sign the
contract to undertake further exploration for oil and gas in the East Akzhar
Exploration Block ("East Akzhar") in Western Kazakhstan. In 2005, Dostan-Temir
LLP successfully participated in a Government tender and was awarded the right
to sign the exploration contract with the Government of Kazakhstan. The
acquisition is subject to fulfilment of certain conditions, with completion
expected within the next few months.

East Akzhar, a 602km2 exploration block, is located to the south of Aktobe in a
region home to numerous oil and gas operations on the eastern fringe of the
Caspian depression. East Akzhar is in close proximity to the Loktibai-Kenkiyak
oil pipeline and the Kenkiyak-Atyrau gas pipeline.

A number of 2D and 3D seismic surveys and other exploration activities have been
performed on the block including the drilling of exploration wells. Further
exploration work will be carried out to determine the block's full potential.

This transaction represents Kazakhmys' first entry into the petroleum sector, in
line with its stated strategy to seek growth opportunities across natural
resources within Kazakhstan and the region. The Board is considering a number of
options for the development of East Akzhar.

Dostan-Temir LLP is a Kazakhstan registered company with gross assets of $0.1
million. It has been acquired from Total Commerce Solutions Limited, a privately
owned company.

Vladimir Kim, Kazakhmys Executive Chairman said:

"I am excited by this move into the oil and gas sector. It is a first step to
delivering on our strategy of diversification of our business. Kazakhstan is a
country rich in natural resources and we will continue to seek out further
opportunities for our shareholders."

[Turbo-Pascal]

Morgen kommen die Jahreszahlen heraus. Bin heute eingestiegen und schon echt gespannt. Bei dem KGV muß ich als Value-Investor einfach einsteigen. Auf Sicht von einem Jahr sehe ich locker die 20,00 Euro.

[Ramses2I]

Antwort auf Beitrag Nr.: 28.288.036 von Turbo-Pascal am 14.03.07 12:57:44

Kazakhmys PLC Audited results
for the year ended 31 December 2006


Highlights
----------------------------------------------------------------------------------
$million (unless otherwise stated) Year ended Year ended
31 December 31 December %
2006 2005 change
----------------------------------------------------------------------------------
Revenues 5,046.5 2,597.5 94
Earnings:
Profit before taxation, finance items and 2,071.6 842.5 146
negative goodwill
Profit before taxation 2,167.8 848.1 156
EBITDA excluding special items (1) 2,308.4 1,073.5 115
Underlying Profit 1,402.7 549.8 155
EPS:
Basic and diluted ($) 2.99 1.29 132
Based on Underlying Profit (2) ($) 3.00 1.31 129
Free Cash Flow (3) 1,327.2 450.2 195
ROCE (4) (%) 49.7 31.5 18.2
Cash cost of copper after by-product 695 940 (26)
credits 5 ($/tonne)
----------------------------------------------------------------------------------

(1) Reconciliation of EBITDA excluding special items to profit before taxation,
finance items and negative goodwill is found in note 3(a).

(2) Reconciliation of EPS based on Underlying Profit is found in note 7(b).

(3) Net cash flows from operating activities less sustaining capital expenditure
on tangible and intangible assets and investment in mine stripping costs.

(4) Profit before interest and taxation over capital employed (borrowings and
total equity, including minority interests).

(5) Total of operating costs as presented in the income statement less by-product
revenues, over the volume of copper cathodes and rods sold.


All references to $ refer to US dollars unless otherwise stated.

• Solid growth in copper cathode production and buoyant commodity prices
increased revenues by over 94%
• Total production of copper cathode (excluding tolling concentrate) up
4.7% to 405 kt (2005: 387 kt)
• Production of copper cathode from own concentrate up 8.6% to 368 kt
(2005:339 kt)
• Average realised copper price up over 85% to $7,025 per tonne (2005:
$3,794 per tonne)
• EBITDA excluding special items up 115% to $2,308.4 million
(2005: $1,073.5 million)
• EPS based on Underlying Profit up 129% to $3.00 per share (2005: $1.31
per share)
• Free Cash Flow up 195% to $1,327.2 million (2005: $450.2 million)
• Final dividend of 25.7 US cents per share, giving a total dividend of
38.5 US cents per share, up 7% on a comparable post-Listing basis
• Board strengthened with the appointments of a new Chief Executive, a
Strategy Director and two new non-executive Directors
• Successful ramp-up of Zhomart and Kosmurun mines, and expansion of
Karagaily and Nurkazgan concentrators

Vladimir Kim, Executive Chairman, commenting on the year's results said:

"2006 was the first full financial year for Kazakhmys as a UK listed company,
after the primary listing of our shares on the London Stock Exchange in October
2005. The past year has seen a solid operational performance and a good set of
results for the Group. Overall production of copper cathode rose 4.7% whilst
production of copper cathode from own concentrate rose 8.6% which contributed,
along with higher production of by-products and a buoyant pricing environment,
to these record financial results. Safety remains a high priority for the Board
and implementation of measures to improve our record in this area is of key
importance to us. We have strengthened the composition of the Board and remain
committed to our strategy of delivering shareholder value through organic growth
of our business and diversification in natural resources in Kazakhstan and our
region. Whilst we anticipate that rising labour costs, driven by the burgeoning
economy in Kazakhstan, will impact our costs, we shall continue to be robust in
our cost control. We are confident that 2007 will be another successful year for
Kazakhmys."


http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.306.977 von Ramses2I am 15.03.07 12:10:00

Das hört sich doch alles gut an. Ich sehe auch confident ins Jahr 2007. Ich bin davon überzeugt, dass Kazakhmys uns noch viel Freude machen wird.

[Ramses2I]

Kazakhmys verbucht deutliches Ergebnisplus


http://www.finanznachrichten.de/nachrichten-2007-03/artikel-…

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.312.650 von Ramses2I am 15.03.07 17:13:08

Wie der Konzern am Donnerstag erklärte, verbesserten sich die Umsatzerlöse im Vorjahresvergleich von 2,60 Mrd. Dollar auf 5,05 Mrd. Dollar. Beim Vorsteuergewinn verzeichnete Kazakhmys einen Anstieg von 848,1 Mio. Dollar auf 2,17 Mrd. Dollar. Der Konzerngewinn verbesserte sich im Vorjahresvergleich von 549,8 Mio. Dollar auf 1,40 Mrd. Dollar, was einem Plus von rund 155 Prozent entspricht. Der Gewinn je Aktie konnte von 1,29 Dollar auf 2,99 Dollar verbessert werden.


Das muss man sich mal geben. Wir sprechen da von einer Umsatzrendite vor Steuer von 42 %!! Ich denke, ich werde mir heute nochmal ein paar Stücke zulegen. Das ist ja der absolute Wahnsinn.

Bei dem KGV kann man nicht viel falsch machen.

[Ramses2I]

Chiles Kupferproduktion geht zurück, Kupferpreise klettern


...das wurde jetzt aber auch langsam wieder Zeit.

http://www.emfis.de/rohstoffe/rohstoffe/nachrichten/beitrag/…

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.480.279 von Ramses2I am 25.03.07 12:00:12

Kann für Kazakhmys nur gut sein.

Ich glaube ja, dass der Grund für die etwas zurückhaltenden Kurse, der schwer auszusprechende Name ist. Aber irgendwann wird der Bekanntheitsgrad steigen und der Kurs wird in die Höhe gehen. Aber bis es soweit ist, müssen wir uns noch in Geduld üben. Stark runter wird es aber nicht mehr gehen - so zumindest mein Gefühl.

[Ramses2I]

2nd April 2007

Kazakhmys PLC ("Kazakhmys") announces the closing of the
Dostan-Temir LLP acquisition


Kazakhmys announces today that, further to reaching the agreement to acquire
Dostan-Temir LLP, announced on 8 March 2007, all the conditions of the
acquisition agreement have been duly fulfilled and the acquisition has now
completed.

Dostan-Temir LLP is a Kazakhstan based company, which holds the right to sign
the contract to undertake further exploration for oil and gas in the East Akzhar
Exploration Block ("East Akzhar") in Western Kazakhstan.

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.620.037 von Ramses2I am 02.04.07 12:09:13

Das sind doch wieder mal gute News. Wie in einem meiner früheren Postings schon vermerkt. Kazakhmys ist eine Perle. Aber wie es bei Perlen so ist. Sie sind selten und man muß sie lange suchen um sie zu finden. Aber wenn sie erst einmal mehrere Börsianer gefunden haben, dann geht es ab. Verdopplung des Kurses ist so gut wie sicher. Nur der Zeithorizont noch nicht. Ein Jahr, zwei Jahre - mehr aber nicht.

[Ramses2I]

02 April 2007

Kazakhmys PLC
Share transfers amongst major shareholders


On 27 September 2006, Kazakhmys PLC announced a series of transfers of shares to
be made among its major shareholders. A number of these transfers, as announced
at the time, were subject to certain Kazakh regulatory approvals. Certain of
these regulated transfers were completed last year as announced on 15 December
2006.

As approvals have now been obtained for the remaining transfers, Kazakhmys PLC
today announces the completion of the following transfers in accordance with its
announcements of 27 September and 15 December 2006.

• Mr Novachuk has transferred 2.5% and 0.9% in Kazakhmys PLC to Mr Ruslan
Yun and Mrs Gafura Ibrayeva respectively.

• In advance of these transfers, Mr Kim and Mr Ogay have transferred the
interests in Kazakhmys PLC that they previously held through Harper Finance
Limited, a holding company they previously jointly owned with Mr Novachuk,
to separate new holding companies. These transfers have no impact on the
beneficial ownership of Kazakhmys PLC.

Further details in relation to these transfers and the equity interests of the
executive members of our management team and others are as set out in the annexe
to this announcement.

City Code on Takeovers and Mergers (the "City Code")

In accordance with the announcement dated 15 December 2006, the Panel on
Takeovers and Mergers (the "Panel") (the body which administers the City Code)
has said that those persons and entities named as concert parties in the
announcement made by Kazakhmys PLC on 15 December 2006, together with Tobermory
Holding Europe B.V., Stansbury International Limited and Mr Ni and his family
(together the "Concert Party") constitute a concert party for the purposes of
the City Code. The Concert Party, as a group acting in concert, is interested in
shares which carry 64.62% of the voting rights in Kazakhmys PLC. Following the
share transfers announced today, the Concert Party will hold 61.22% of the
voting rights in Kazakhmys PLC.

The Panel has consented to the share transfers announced today and has
re-confirmed that they do not trigger the Rule 9 mandatory bid requirements
under the City Code.



Annexe

The table below displays the equity interests of the executive members of our
management team and of Mr Cha who, as announced previously, became a Special
Adviser to the Board on 1 January 2007 before these transactions and thereafter,
assuming the completion of all the above transactions as envisaged in this
announcement:
Executive Number of Percentage of Number of Percentage of
shares issued share shares after issued share
before capital before transactions capital after
transfers transfers transactions
--------------------------------------------------------------------------
Mr Kim 208,189,763 44.5 208,189,763 44.5
Mr Cha 21,056,314 4.5 21,056,314 4.5
Mr Novachuk 50,817,545 10.9 34,923,423 7.5
Mr Ni 11,686,855 2.5 11,686,855 2.5
Mr Ogay 5,134,427 1.1 5,134,427 1.1
--------------------------------------------------------------------------



The table below displays the equity interests of the existing shareholding
entities (the "Entities") through which these executives hold their interests,
before the aforementioned transactions and thereafter, assuming the completion
of all above transactions as envisaged in this announcement. The percentage in
brackets following the entity name represents the ultimate beneficial holding in
the relevant vehicle:

Entities Number of Percentage of Number of Percentage of
shares issued share shares after issued share
before capital before transactions capital after
transfers transfers transactions
--------------------------------------------------------------------------
Cuprum Holding BV 135,944,325 29.08 135,944,325 29.08
(Mr Kim 100%)

Perry Partners SA 21,503,813 4.6 21,503,813 4.6
(Mr Kim 100%)

Harper Finance 101,470,900 21.71 29,706,901 6.356
Limited
(Pre-transfers:
Mr Kim 50%,
Mr Novachuk 44.94% and
Mr Ogay 5.06%;
post-transfers: Mr
Novachuk 100%)

Kinton Trade 10,433,045 2.23 10,433,045 2.23
Limited (Mr
Novachuk 50%)

Mellow Fields 21,056,314 4.5 21,056,314 4.5
Limited
(Mr Cha 100%)

Tobermory Holding Zero Zero 50,735,450 10.855
Europe B.V.
(Mr Kim 100%)

Stansbury Zero Zero 5,134,427 1.1
International
Limited
(Mr Ogay 100%)
--------------------------------------------------------------------------


Notes to Editors

Kazakhmys is a London listed natural resources company with operations in Kazakhstan.
Kazakhmys' principal business is the mining, processing, smelting, refining and sale
of copper and copper products, including copper cathode and copper rod, and is
carried on by the Group's main subsidiary Kazakhmys Corporation LLC. The Group's
operations are vertically integrated. Kazakhmys operates 19 open pit and underground
mines and two smelting and refining complexes in the Republic of Kazakhstan.
Kazakhmys also owns significant rail infrastructure in Kazakhstan and MKM, a
copper products fabrication company in Germany.

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.632.420 von Ramses2I am 03.04.07 07:33:41

Was immer noch ganz schön wäre, wenn Du die Quelle angeben könntest!
http://www.kazakhmys.com/kcci_news.php?news_id=62&source=kcc…" target="_blank" rel="nofollow ugc noopener">
http://www.kazakhmys.com/kcci_news.php?news_id=62&source=kcc…

Ich glaube die Kazakhmys wird uns noch viel Freude machen.

[Ramses2I]

Antwort auf Beitrag Nr.: 28.637.907 von Turbo-Pascal am 03.04.07 13:11:27

Wenn du dies wünschst und es dich glücklich macht,
kann dies das nächste mal gerne machen.

[Ramses2I]

Xstrata erwartet höheren Kupferbedarf

http://www.emfis.de/rohstoffe/rohstoffe/nachrichten/beitrag/…


Genau solche News möchte ich hören...dann kommt der Kurs den wir erwarten von ganz alleine Turbo-Pascal.

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.642.062 von Ramses2I am 03.04.07 16:18:29

Genau so schaut's aus. Ich bin zur Kazakhmys eigentlich erst gekommen, als ich mal die Value-Strategie von C.H. Browne gelesen habe. Der Wert kann langfristig eigentlich gar nicht anders als steigen. Wenn dann auch noch das Umfeld passt und gute News kommen, ist doch alles in Butter.

[Turbo-Pascal]

Antwort auf Beitrag Nr.: 28.645.876 von Turbo-Pascal am 03.04.07 18:53:37

Das lass' ich mir gefallen. Keine News und der Kurs steigt um 0,50 € sprich über 2,7 %. Mir soll's recht sein.

[Ramses2I]

11 April 2007


Kazakhmys PLC - Mr Y K Cha selling remaining holding in Kazakhmys PLC

Kazakhmys PLC (the "Company" or "Kazakhmys") announces that it has been informed
by Mr Y K Cha that he intends to offer for sale up to 21,056,314 existing
ordinary 20p shares of the Company, representing approximately 4.5 per cent of
the issued share capital of the Company and Mr Cha's entire remaining holding in
the Company (the "Placing").

The Placing will take place via an accelerated bookbuild. Credit Suisse
Securities (Europe) Limited ("Credit Suisse") has been appointed as Bookrunner
in respect of the Placing.

The books for the Placing open with immediate effect. The results of the Placing
are expected to be announced as soon as possible following the closing of the
books. The timing of the closing of the books will be at the absolute discretion
of Credit Suisse.

Further details in relation to this transaction and the equity interests of the
executive members of our management team and others are as set out in the annexe
to this announcement.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Kupfer klettert in China auf ein neues 10 Monatshoch


http://www.emfis.de/asien/asien/nachrichten/beitrag/id/Kupfe…

[sojasport]

Almaty 24.04.2007 (<a href="http://www.emfis.com">www.emfis.com</a>
Wie der kasachische Finanzminister heute mitteilte, ist das reale BIP des Landes im ersten Quartal um 10,3 % gewachsen. Finanzminister Masimow sagte, dass alle Sektoren positive Wachstumstrends aufweisen.
Die Industrieproduktion legte um ersten Quartal um 9,6 % zu, die landwirtschaftliche Produktion stieg um 3,7 %. Auch die Inflation entwickelte sich positiv und lag mit 2,6 % um 0,6 % unter der des Vorjahres.
Das Außenhandelsvolumen konnte um mehr als 50 % auf 10,5 Mrd. USD gesteigert werden.

[Ramses2I]

Und diese Meldung ist aus sehr lesenswert:

23.04.2007

Kupferpreis geht auf und ab

Die Kupferpreise sind aufgrund der weiterhin kräftigen Nachfrage aus China im heutigen Handel wieder gestiegen, später wurden die Zugewinne aber zunichte gemacht, nachdem ein Streik in einer indonesischen Kupfermine, der bereits für Angst vor Lieferengpässen sorgte, gelöst wurde.
Der Import Chinas von Kupfer und Kupferlegierungen lag im März bei 208.014 Tonnen und damit um 142 % über dem des Vorjahres. Zusätzlich wurde gemeldet, dass die Kupferreserven an der LME seit Februar um 22 % zurückgegangen sind.

Die Tonne Kupfer kostet derzeit 7.860 USD.

http://www.emfis.de/rohstoffe/rohstoffe/nachrichten/beitrag/…

[Ramses2I]

30th April 2007

Kazakhmys PLC Production Summary
for the first quarter ended 31 March 2007

• In the quarter ended 31 March 2007, copper cathode production, excluding
copper produced through tolling arrangements, grew by 12 per cent and copper
in concentrate production increased by 10 per cent, compared to the first
quarter of 2006. Copper cathode produced from own concentrate increased by 9
per cent over the same period as a result of increasing production from the
recently commissioned Artemyevskoe, Zhomart and Kosmurun mines.

• Zinc in concentrate production was 2 per cent lower due to lower
production at the Nikolayevskoe mine following land slips that occurred in
the second quarter of 2006 and the absence of production at the Abyz mine,
which was closed for major stripping works in the fourth quarter of 2006.
Zinc metal production was 18 per cent lower compared to the first quarter of
2006 as more zinc concentrate was allocated for sale rather than for further
processing into zinc metal. Zinc ore extraction at the Kosmurun mine
commenced in January 2007 and has been stockpiled to be processed in the
second quarter once the Karagaily concentrator upgrade is completed.

• Own gold and silver production decreased by 17 and 4 per cent,
respectively, compared to the levels achieved in the first quarter of 2006.
The decrease in refined gold production was the result of a delay in the
processing of concentrate with high precious metals content. This
concentrate was processed late in March and charged to work-in-progress at
the quarter end.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

ANNUAL GENERAL MEETING Statement
9th May 2007



2006 was the first full financial year for Kazakhmys as a UK listed company,
with the company producing a solid operational performance and a good set of
results.

Our overall production of copper cathode rose 5% to 405 kt, whilst production of
copper cathode from own concentrate rose 9% to 368 kt. We also saw improved
performances across our major by-products.

The 2006 financial results showed continued improvement in profitability. Profit
before tax increased by 156% to $2,168 million. Basic earnings per share were up
132% at $2.99 and EBITDA excluding special items reached a record $2.3 billion.

On the corporate governance front, we have made significant changes to the
composition of the Board since the last annual general meeting, with the
appointments of Oleg Novachuk as our new Chief Executive, and Simon Heale and
Phil Aiken as new non-executive directors. We have also appointed Eduard Ogay as
our new Chief Executive Officer of Kazakhmys Corporation LLC and Matthew Hird as
Chief Financial Officer to take over Oleg's previous role. As a result of these
changes, we now comply with the requirements of the Combined Code to the fullest
possible extent save that Mr. Kim was not independent at the time of his
appointment and we are delighted that these changes have met with a positive
response from our major shareholders.

At the beginning of this year, we took a first step in delivering on our
strategy of diversification, with the acquisition of the East Akzhar petroleum
field, an exploration block in western Kazakhstan. The independent Directors are
considering the exercise of a call option over an 18.8% economic interest in the
underlying assets of Eurasia Natural Resources group's metals and mining
business. Beyond these two projects, there is more we plan to do so as to
further diversify our asset base and we continue to review other investment
opportunities in Kazakhstan and the neighbouring regions.

Our safety performance has not yet reached a satisfactory level with 32
fatalities last year. The Company has provided all possible support to the
families of the deceased. The Board, on the recommendation of the Health, Safety
and Environment Committee under the leadership of David Munro, is taking steps
that should improve the Company's performance in this important area.

In summary, since the last annual general meeting Kazakhmys has enhanced its
trading platform and corporate governance framework and demonstrated its strong
cash generation ability, leaving the company well placed for future growth.

The Board of directors has therefore recommended a final dividend of 25.7 US
cents per share, making the total dividend for the year 38.5 US cents per a
share, a year-on-year increase of 7% on a comparable post-listing basis.

At the end of the year, Mr YK Cha stood down as Chief Executive on 31 December
2006. The executive management and the Board would like to express sincere
gratitude to him for his contribution to the development of Kazakhmys into a
FTSE 100 mining company. The group now employs over 64,000 people working hard
to achieve success for Kazakhmys. The rewarding year we had last year is a
creditable reflection of the efforts and commitment of all these people.

Our interim results will be issued in September 2007 when we will inform
shareholders on performance trends in the first half of this financial year. We
see no need to change the sentiment expressed in the chairman's statement that
the global economic outlook for 2007 remains positive, supported by anticipated
growth coming from Asia, particularly India and China, with the Board expecting
demand for metal products to remain at historically high levels over the next
few years.

With regard to our production outlook for 2007, we would like to reiterate the
statement expressed in our Q1 production report issued last week, in that we
expect copper cathode production from both own and purchased concentrate to be
at slightly higher levels than reported for 2006, with by-product volumes being
in line with last year's levels.

In conclusion, we are confident that 2007 will be another successful year for
Kazakhmys.

[Ramses2I]

14 May 2007

Kazakhmys PLC announces offer to acquire Eurasia Gold Inc.


Kazakhmys PLC ("Kazakhmys") (LSE: KAZ) today announces its take-over bid offer
(the "Offer") to acquire all of the outstanding ordinary shares of Eurasia Gold
Inc. ("Eurasia Gold") (TSX: EGX) at a price of C$0.85 in cash per Eurasia Gold
share. The Offer values Eurasia Gold at approximately C$288 million, equivalent
to approximately US$260 million based on the closing CAD/USD exchange rate as at
11 May 2007. Based on the TSX closing price of C$0.76 for a common share of
Eurasia Gold as at 11 May 2007, the proposed Offer price represents a premium of
12%.

Kazakhmys intends to formally commence the Offer on or about 15 May 2007. The
Offer will be fully financed from Kazakhmys' existing cash balances.

Mr Kumar Mukashev, Chairman of Eurasia Gold, TKA Corporation and certain other
shareholders controlled by Mr Kumar Mukashev which, in aggregate, hold or
control approximately 79% of the common shares of Eurasia Gold, have entered
into lock-up agreements with Kazakhmys pursuant to which they have agreed to
tender all of their shares in Eurasia Gold to the Offer.

Eurasia Gold has estimated resources of approximately 1.9 Moz of gold and gold
equivalent (Measured & Indicated by JORC and C1 Former Soviet Union standard).
Approximately half of these resources are located in Kazakhstan, with the
remaining resources located in Kyrgyzstan. In addition, there is a high-grade
silver deposit in Tajikistan.

Eurasia Gold offers a well-balanced portfolio of commercial mining, new
development and exploration opportunities, as well as a proven track record of
bringing development assets into production. Eurasia Gold will put new
development assets into construction in 2007/2008, with first production
expected in 2009/2010. According to its public disclosure record, Eurasia Gold
sold 44,989 oz of gold in 2006.

The proposed acquisition is the latest step in Kazakhmys' strategy of building a
diversified natural resources company in Kazakhstan and neighbouring countries.
Kazakhmys continues to evaluate a wide range of opportunities to pursue this
strategy. The transaction is expected to generate synergies by combining the
companies' operations in the region.

Vladimir Kim, Kazakhmys' Executive Chairman said:

"This acquisition is an exciting step in delivering on our diversification
strategy. As well as offering excellent growth potential in its own right,
Eurasia Gold will also act as a stepping stone for Kazakhmys in neighbouring
countries where there is potential for further expansion."

Oleg Novachuk, Kazakhmys' Chief Executive said:

"We believe the gold industry has a number of attractive characteristics and
offers the potential to deliver substantial returns to our shareholders. In
particular, the gold industry in Kazakhstan and the neighbouring states is in
the early stages of a major expansion both in exploration and extraction. This
presents an outstanding opportunity for a company with Kazakhmys' skills and
expertise. The acquisition of Eurasia Gold creates a strong platform for future
development and we will continue to pursue other opportunities in the sector
where we believe the prospects and returns on investment are appropriate."

Full details of the Offer will be included in the formal offer and take-over bid
circular to be filed with the regulatory authorities and mailed to Eurasia Gold
shareholders in accordance with applicable securities laws. The Offer will
remain open for 35 days following the mailing date and will be subject to
certain specified conditions, including among other things: (a) at least 75 per
cent of the Eurasia Gold shares, on a fully-diluted basis, being validly
deposited and not withdrawn; (b) receipt of all necessary regulatory approvals;
and (c) no material adverse change having occurred in the business of Eurasia
Gold. Subject to applicable laws, Kazakhmys reserves the right to withdraw the
Offer and not to take up and pay for any Eurasia Gold shares deposited under
such Offer unless each of the conditions of the Offer is satisfied or waived by
Kazakhmys prior to the expiry of the Offer.

[Ramses2I]

Derzeit macht Kazakhmys wieder so richtig Spass.

Der Kupferpreis steigt wieder schön, der Erwerb von Beteiligungen zur Diversifikation schreitet voran und gestern ist die Dividende
bei mir angekommen und das allerbeste zum Schluß:

Kazakhmys steigt heute in Frankfurt um über drei Prozent.

[Ramses2I]

31.05.2007

Board recommends rejecting Kazakhmys' offer

Eurasia Gold's board has recommended unanimously that shareholders reject the CAD 0.85/share offer made by Kazakhmys, arguing that "the offer is inadequate financially for Eurasia's shareholders."

Kazakhmys said earlier that Eurasia Gold's board chairman, Kumar Mukashev, who beneficially owns 79% in the company, has in principle agreed to sell his stake.

We believe Kazakhmys intends to delist the company, which would require it to gain control of at least 90% of outstanding shares.

If Mukashev's stake is purchased, we would not exclude the possibility of a higher offer price for the remaining shares.

We view the news as neutral.

We have no formal recommendation on Eurasia Gold; our recommendation on Kazakhmys is Buy, with an end- 2007 fair value $29.8.

http://www.aton.ru/en/news/publication.asp?id=136311

[Ramses2I]

21 June 2007

Kazakhmys extends offer for Eurasia Gold Inc.


Kazakhmys PLC ("Kazakhmys") (LSE:KAZ) announced today that Kazakhmys Gold Inc.,
an indirect wholly-owned subsidiary of Kazakhmys, has extended its offer for
100% of the ordinary shares of Eurasia Gold Inc. ("Eurasia") dated 15 May, 2007
(the "Offer"). The Offer is now open for acceptance until 5:00 p.m. (Toronto
time) on 4 July, 2007, unless further extended or withdrawn.

The Offer was extended in order to allow time for the satisfaction of the
condition relating to receipt of necessary regulatory approvals and to allow
additional shares to be tendered under the Offer.

Kazakhmys also announces that the condition whereby all outstanding options of
Eurasia be exercised or cancelled at or prior to the expiry time of the Offer
had been waived by Kazakhmys Gold Inc.

Except for the above variation and extension, the terms and conditions set forth
in the Offer continue to apply in all respects. In this context, Kazakhmys Gold
Inc. will mail a Notice of Variation and Extension (the "Notice") to all persons
to whom the Offer to Purchase and Circular was required to be delivered.

Eurasia shareholders are advised to read the Notice, the Offer to Purchase and
Circular, the Directors' Circular and related documents which have been filed
with the Canadian securities commission as they contain important information.
Shareholders may obtain a copy of the material (when available) at the Canadian
SEDAR web site at www.sedar.com.

[sojasport]

die chinesen steigern ihren kuper-import um 52% gegenüber vorjahr

und kasakhyms steigen in london auf 1.400 gbp !!!

[Ramses2I]

5 July 2007


Kazakhmys PLC offer for Eurasia Gold Inc. is successful


Kazakhmys PLC ("Kazakhmys") (LSE:KAZ) announced today that shareholders holding
326,598,851 ordinary shares in the capital of Eurasia Gold Inc. ("Eurasia"),
representing 96.34% of the outstanding Eurasia shares, have accepted the offer
dated 15 May 2007, as varied and extended on 21 June 2007, of Kazakhmys Gold
Inc., an indirect wholly-owned subsidiary of Kazakhmys, for 100% of the Eurasia
shares (the "Offer").

Kazakhmys confirmed that all conditions of the Offer have been waived or
satisfied, that Kazakhmys Gold Inc. has taken-up the shares validly deposited
under the Offer and that it intends to pay for such shares on 5 July 2007.

Since the Offer was accepted by holders of more than 90% of the Eurasia shares,
Kazakhmys intends to commence a compulsory acquisition of the remaining Eurasia
shares not already owned by Kazakhmys at the same price of Cdn$0.85 for each
Eurasia share. It is expected that an announcement regarding the compulsory
acquisition will be made shortly and that the compulsory acquisition will be
completed in September 2007.

Oleg Novachuk, Kazakhmys' Chief Executive said:

"We are pleased that the offer has already been accepted by over 96% of Eurasia
shareholders. As part of Kazakhmys, Eurasia will be able to fully realise its
potential and become the core part of a growing precious metals division. The
acquisition of Eurasia is consistent with our diversification strategy, to which
we remain fully committed "

[Ramses2I]

31 July 2007

Kazakhmys PLC Production Summary for the half year and
second quarter ended 30 June 2007

- Total copper cathode production reached 190,428* tonnes for the first
six months of 2007, 2% higher than the same period of 2006.
- During the second quarter of 2007, output was lowered to 91,342*
tonnes following maintenance work at the Balkhash and Zhezkazgan smelters.

- Zinc in concentrate production was 71,219 tonnes over the first six
months, an increase of 1% compared to the first six months of 2006.
- Q2 2007 zinc in concentrate production was 4% higher than the
corresponding period in 2006.

- Gold and silver production from own concentrate declined by 4% and
5%, respectively, compared to the first six months of 2006.
- Q2 gold and silver production from own material was 6% higher and 6%
lower, respectively, compared to the corresponding period in 2006. Gold
production benefited from the processing of stockpiled material.

Oleg Novachuk, Chief Executive Officer, said, "Copper production was maintained
at a steady level over the past six months, through hard work and careful
management, in spite of some challenging operational conditions. I am confident
that, as set out in our full year results, we remain on target to deliver
slightly higher copper production in 2007 compared to last year".

[AlbertSchweitzer]

Kasachstan:
Stabile politische Verhältnisse,
nette Rohstoffvorkommen,
fast in der Liga Kanada, Australien, Brasilien.

Kazakhmys:
Staatlich gelenkte, beherrschte Aktiengesellschaft,
erinnert mich an Gazprom-Story,
stabile Entwicklung sehr wahrscheinlich.

Kupfer, Gold, Zink-

überzeugend.

Mein Anlageurteil:
In Schwächephasen portioniert kaufen,
liegenlassen.

Zumal auch Kasachstan entdeckt (werden) wird.

Herzliche Grüße,
Euer Börsensamariter

Albert Schweitzer

[Ramses2I]

14:09 22-Aug-07

Holding(s) in Company

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

23 August 2007

Notice of Interim Results

Kazakhmys PLC (the "Company") will announce its interim results for the half
year ended 30 June 2007 on Tuesday 4 September at 7.00am London time.

The forthcoming interim dividend will be paid in US dollars, though shareholders
will be able to elect to receive pounds sterling. The deadline for making a
currency election is 6.00pm on Monday 3 September 2007. Currency election forms
should be sent to the Company's registrars, Computershare Investor Services PLC,
PO Box 82, The Pavilions, Bridgwater Road, Bristol BS99 7NH, telephone +44 (0)
870 707 1100.


- ends -

[soyus1]

1,71 Dollar Gewinn je Aktie im Halbjahr!

http://www.ariva.de/Kazakhmys_verbucht_Ergebnisplus_im_erste…

Kazakhmys verbucht Ergebnisplus im ersten Halbjahr

09:20 04.09.07

London (aktiencheck.de AG) - Der Kupferminenbetreiber Kazakhmys plc (ISIN GB00B0HZPV38/ WKN A0HFWR) verbuchte im ersten Halbjahr dank deutlich gestiegener Kupferpreise einen Ergebnisanstieg.

Wie der Minenbetreiber am Dienstag erklärte, lag der Gesamtumsatz im Berichtszeitraum bei 2,79 Mrd. Dollar, nach 2,28 Mrd. Dollar im Vorjahreszeitraum. Der um Einmaleffekte bereinigte Gewinn vor Zinsen, Steuern und Abschreibungen (EBITDA) verbesserte sich von 984,5 Mio. Dollar auf 1,32 Mrd. Dollar. Beim Nettogewinn verbuchte Kazakhmys einen Anstieg von 632,7 Mio. Dollar auf 794,2 Mio. Dollar, während der Gewinn je Aktie von 1,32 auf 1,71 Dollar anstieg.

Außerdem kündigte der Konzern den Erwerb einer 18,8-prozentigen Minderheitsbeteiligung an der in Kasachstan ansässigen Eurasian Natural Resources Corp. PLC ("ENRC") an. Bei ENRC handelt es sich um eine auf die Segmente Chrom, Eisenerz und Kohle spezialisierte Minengesellschaft. Der Kaufpreis für die Minderheitsbeteiligung liegt bei 810 Mio. Dollar. Die Transaktion steht noch unter dem Vorbehalt der zuständigen Wettbewerbsbehörden.

Die Aktie notierte zuletzt in London mit einem Plus von 2,13 Prozent bei 1.328,00 Pence. (04.09.2007/ac/n/a)

[soyus1]

Antwort auf Beitrag Nr.: 31.381.049 von soyus1 am 04.09.07 10:42:30

Mit diesen Zahlen dürfte wohl der Ausbruch nach ca. 18 Monaten Seitwärtsbewegung gelingen (vor 2 Monaten haben wir ja bereits ein neues Hoch erreicht; es sollte nun genügend Fundamentalkraft vorhanden sein bald neue ATH zu markieren):



Gruß soyus1

[Ramses2I]

04 September 2007

Kazakhmys PLC proposes to acquire 18.8% stake in ENRC PLC

• The independent directors of the Board have approved the exercise of
Kazakhmys' option to acquire an 18.8 per cent. holding in ENRC. Completion
is subject to the receipt of approval from the Government of Kazakhstan and
the approval of the independent shareholders of Kazakhmys at an EGM
• The investment will give Kazakhmys exposure to chrome, iron ore, alumina,
coal and additional power assets in Kazakhstan, delivering on the Company's
stated strategy of leveraging its competitive position within Kazakhstan and
the neighbouring countries to seek further growth opportunities in natural
resources
• Estimated cost of exercising the option will be US$810 million, pursuant
to the terms of an option agreement
• The acquisition will be put to a vote of the independent shareholders of
Kazakhmys in due course

Kazakhmys PLC ("Kazakhmys" or the "Company") today announces the proposed
acquisition of a stake in Eurasian Natural Resources Corporation PLC ("ENRC"),
subject to Governmental and independent shareholder approvals, from a vehicle
wholly owned by the Chairman of Kazakhmys, Mr Vladimir Kim.

The ENRC Group is a large diversified mining and natural resources group with
significant, high quality assets in Kazakhstan. The Independent Directors
consider the investment key to Kazakhmys' long-term strategy of seeking to
acquire interests in existing regional natural resources businesses with
attractive internal and external growth prospects and its execution will bring
significant benefits to Kazakhmys and its shareholders.

Commenting on the Acquisition, Oleg Novachuk, Chief Executive of Kazakhmys said
"The proposed acquisition of the interest in ENRC is an integral part of our
strategy to diversify Kazakhmys' portfolio by acquiring other resource assets in
Kazakhstan and the Central Asian region."

James Rutland, Senior Independent Non-executive Director of Kazakhmys said, "The
Independent Directors are unanimous in believing that this transaction will
create value for shareholders and consider that it will be in the best interests
of the shareholders as a whole to vote in favour of this transaction."


Background

Kazakhmys notified the market on 14 March 2006 that it had been granted an
option (the "Option") to acquire a 25% stake in ENRC Kazakhstan Holding B.V.
("EKH") by Mr Vladimir Kim. As stated in Kazakhmys' Annual Report and Accounts
published on 5 April 2007, the 25% stake in EKH represented an 18.8% economic
interest in ENRC, the holding company of the ENRC Group and its operating
assets. Following receipt of Governmental approval, the final step of the
restructuring will take place, so that by exercising the Option, Kazakhmys,
through a wholly owned subsidiary, will become the direct owner of 3,756,725
shares in ENRC PLC, the holding company of the ENRC Group, representing 18.8% of
ENRC's share capital.

In its announcement on 14 March 2006, Kazakhmys stated that the then independent
members of the Board of Kazakhmys had considered the possibility of Kazakhmys
itself acquiring the 25% stake in EKH but had decided that this would not be
appropriate due to, among other things, the ongoing restructuring of the ENRC
Group and the fact that EKH was not, in the opinion of Kazakhmys, in a position
to provide the type of due diligence or warranty package which a listed company
would expect.

The reorganisation of the ENRC Group is now substantially complete following a
significant restructuring as part of its own efforts to simplify its group
structure as ENRC management consider options for the strategic direction of the
business, including a possible initial public offering. In addition, with the
consent and co-operation of ENRC, a due diligence exercise has been undertaken
in respect of the ENRC Group with, among other things, production and certain
financial information in respect of ENRC having been made available to Kazakhmys
and site visits to ENRC's operations in Kazakhstan have been undertaken by
Kazakhmys' management and technical advisers, IMC Consulting Ltd. The
Independent Directors believe that it is now in the best interests of the
Shareholders as a whole that Kazakhmys acquire the ENRC stake currently held by
a vehicle wholly owned by Mr Vladimir Kim.

The Board consider the Acquisition to be in the best interests of Kazakhmys and,
having been so advised by JPMorgan Cazenove and Merrill Lynch, to be fair and
reasonable so far as the shareholders of Kazakhmys as a whole are concerned. In
providing advice to the Board, JPMorgan Cazenove and Merrill Lynch have taken
into account the Directors' commercial assessments of the proposed acquisition.
In addition, Kazakhmys has received legal advice from Linklaters LLP, advice on
accounting for the Acquisition from Ernst & Young LLP, tax advice from
PricewaterhouseCoopers LLP and technical mining advice from IMC Consulting Ltd.

Vladimir Kim, the Related Party, has not taken part in the Board's consideration
of the Acquisition. In addition, none of Oleg Novachuk, David Munro or Vladimir
Ni has taken part in the Board's consideration of the Acquisition as it was
deemed appropriate that only the non-executive directors of Kazakhmys, who are
independent in relation to the Acquisition, should consider the Acquisition.

ENRC

ENRC is a privately owned natural resources company with fully integrated
mining, processing, energy and transport operations in Kazakhstan. ENRC's
operations, spread throughout Kazakhstan, are principally comprised of
vertically integrated ferroalloy, iron ore and alumina businesses which employ
over 60,000 people and generated estimated revenues of approximately US$3
billion in 2006. ENRC benefits from high operating margins as its operations and
growth profile are underpinned by relatively low costs of production at the
company's major operations and it has access to a captive energy supply and
in-house logistics and transportation operation.


ENRC's operations are comprised of:

• Kazchrome, whose principal activities include the extraction and sale of
chrome ore as well as the production and supply of high quality ferroalloys
to steel-makers worldwide. It is one of the top three ferrochrome producers
in the CIS, based on volume of chrome (as of 2006) and is ranked in the
lowest cost quartile amongst global ferrochrome producers. Kazchrome is
98.30 per cent. owned by ENRC;
• SSGPO, which is a significant CIS iron ore producer with sizable reserves
estimated to be in the region of 1.5 billion tonnes which would ensure a
mine life of approximately 40 years. It is a low cost producer which
produces iron ore pellets and iron ore concentrates. SSGPO is 98.14 per cent.
owned by ENRC;
• Aluminium of Kazakhstan, which is Kazakhstan's largest producer of
alumina and a substantial producer globally. Aluminium of Kazakhstan also
has its own bauxite reserve. Aluminium of Kazakhstan is 96.59 per cent.
owned by ENRC;
• Kazakhstan Aluminium Smelter, which is scheduled to start production in
late 2007 with an anticipated initial capacity of 60,000 tonnes of aluminium
per annum expected to increase to 250,000 tonnes by 2011. The smelter will
be 100 per cent. owned by ENRC;
• EEC, which operates an open pit coal mine and is Kazakhstan's largest
electricity supplier, with a 2,155MW capacity, providing approximately 16
per cent. of the country's current installed capacity. EEC is 99.11 per
cent. owned by ENRC; and
• Other divisions including ENRC Logistics (100 per cent. owned by ENRC, a
transportation and logistics company); ENRC Marketing (100 per cent. owned
by ENRC, the trading and marketing arm of ENRC) and Zhairemskiy GOK (99.83
per cent. owned by ENRC, a producer of manganese, ferromanganese and
barite).

Acquisition Price, Financing and Financial Effects of the Acquisition

• The amount payable by Kazakhmys in respect of the Acquisition under the
terms of the Option, which were disclosed in the announcement of 14 March
2006, will be approximately US$810 million, assuming completion within the
expected timeframe.
• The cost is based on the initial purchase price of US$751 million paid by
Mr Kim to acquire the 25% stake in EKH (the "Original Acquisition"), plus
transaction and related costs, including a 10% margin of US$75.1 million
reflecting the risk that Mr Kim took in making this investment on his own
account. Dividends and other capital distributions of approximately $95
million received by Mr Kim in respect of his shareholding in EKH since the
date of the Original Acquisition have been deducted.


The acquisition of the stake will be accounted for as an investment by Kazakhmys
and it is intended to be funded from existing cash resources of Kazakhmys.

[Ramses2I]

11 September 2007

Kazakhmys PLC Completes Acquisition of Eurasia

Kazakhmys PLC ("Kazakhmys") (LSE:KAZ) announces that Kazakhmys Gold Inc., an
indirect wholly-owned subsidiary of Kazakhmys, has acquired the ordinary shares
(the "Eurasia Shares") of Eurasia Gold Inc. ("Eurasia") not already owned by it
by exercising its right under the compulsory acquisition provisions of the
Business Corporations Act (British Columbia). The compulsory acquisition follows
an offer dated 15 May 2007, as subsequently varied and extended, for all of the
Eurasia Shares at a price of $0.85 in cash per Eurasia Share, which had been
accepted by shareholders representing 96.34% of the outstanding Eurasia Shares.

As a result of the successful compulsory acquisition, Eurasia is now 100%
indirectly owned by Kazakhmys. Accordingly, the Eurasia Shares have been
delisted from the Toronto Stock Exchange and Eurasia will make applications to
cease to be a reporting issuer under Canadian securities laws.


It is expected that the consideration for the Eurasia Shares certificates
deposited to date will be mailed to depositing shareholders this week

[Ramses2I]

Antwort auf Beitrag Nr.: 31.549.323 von Ramses2I am 12.09.07 17:31:33

12 September 2007

Kazakhmys PLC - Issue of New Shares

The board announces that application is being made for the admission of
2,559,665 new ordinary shares of 20p each (the "New Shares") in Kazakhmys PLC
("the Company") to be admitted to the Official List of the Financial Services
Authority and to trading on the London Stock Exchange.

The New Shares will be issued on 12 September 2007 as consideration for
189,415,210 participating shares of Kazakhmys Corporation LLC as part of the
2007 Exchange Offer.

As a result, the number of ordinary shares in issue increases to 470,033,865.

[Ramses2I]

JSC KazMunaiGas Exploration Production announces its financial results for the first half of 2007

Astana, 17 September 2007, JSC KazMunaiGas Exploration Production (“KMG EP” or “the Company”), has today released its unaudited, condensed consolidated interim financial results for the first half of 2007 reviewed by Ernst & Young.


· An increase of crude oil production by 288 thousand tonnes to 4,939 thousand tonnes

· 15.7% growth in net income to 58.1 bn Tenge (US$472 mn)[1]

· A 2.7 bn Tenge (US$22 mn) increase in profit before tax arising from the Company’s 50% share of JV Kazgermunai LLP (“Kazgermunai”) for the period between the acquisition date and 30 June 2007

The Company produced 4,939 thousand tonnes (200.84 kbopd) of crude oil that was 288 thousand tonnes more than in the first half of 2006. The increase was primarily due to the acquisition of a 50% stake in Kazgermunai completed on 24 April 2007. In the period of 67 days between the acquisition date and 30 June 2007 the Company’s share in Kazgermunai production was 278 thousand tonnes (31.66 kbopd).

Excluding Kazgermunai, in the first six months of 2007 the Company’s production was 4,661 thousand tonnes of crude oil (189.52 kbopd), 10 thousand tonnes more than in the same period in 2006. In the first half of 2007, excluding oil produced by Kazgermunai, the Company supplied 4,764 thousand tonnes of crude oil (193.68 kbopd) to the market, including 3,725 thousand tonnes (151.48 kbopd) supplied to export markets, an increase of 13.1% over the first half of 2006. Such a significant increase of export sales was due to the temporary reduction of supply to domestic market and is not expected to be sustained in the second half of 2007.

Profit after tax (net income) in the first half of 2007 was 58.1 bn Tenge (US$472 mn)1, 15.7% higher than in the first half of 2006. The increase in net income was mainly due to an increase in revenues of 7.2 bn Tenge, an increase in finance income of 11.3 bn Tenge, and a decrease of income tax expense of 5.6 bn Tenge as well as an addition of 2.7 bn Tenge (US$22 mn) from the Company’s 50% share in Kazgermunai for the period between the acquisition date and 30 June 2007. This was partly offset by the 17.2 bn Tenge increase in operating expenses, driven primarily by the non recurrence of the one off release of a provision for an environmental fine of 11.4 bn Tenge in the first half of 2006.

Commenting on the financial results for the first half of 2007, Askar Balzhanov, the CEO of the Company, said: “These results clearly demonstrate the successful strategy put in place to optimise production from our producing fields and to grow our business by acquisitions. The addition of the profits from our stake in Kazgermunai has been very satisfactory during the first half and we look forward to seeing this trend continue into the second half of the year.”

KMG EP’s revenues for the first half of 2007 increased by 3.6% to 209.9 bn Tenge (US$1,705 mn). This was primarily due to an increase in sales volume of 2.9% and 0.5% increase in the average realised price from 43,046 Tenge per tonne (US$46.83 per bbl) to 43,268 Tenge per tonne (US$48.60 per bbl). In the first half of 2007 exports accounted for 78% of the sales in volume terms (versus 71% in the first half of 2006). In US dollar terms, revenues increased by 6.9 % year-on-year.

Operating expenses were 99.9 bn Tenge (US$811 mn) in the first half 2007, 5.8 bn Tenge higher than in the first half of 2006, net of the reversal of the environmental fine in 2006. The increase in operating expenses was driven primarily by an increase in transportation costs associated with export, higher energy tariffs, a growth in reserves for fines and penalties, an increase of depreciation, depletion, amortisation and other expenses. Profit from operations was 110.0 bn Tenge (US$894 mn) in the first half of 2007, 1.4 bn Tenge up in comparison with the first half of 2006, adjusted for the environmental fine reversal.

Operating cash flow was 54.2 bn Tenge (US$440 mn) for the first half of 2007, approximately 41.5% higher than for the first half of 2006. During the first half of 2007 the Company acquired Kazgermunai for the amount of 118.3 bn Tenge (US$960 mn) that was recognised as cash outflow used in investing activities.

Purchases of property, plant and equipment (capital expenditures, not including purchases of intangible assets, as per Cash Flow Statement) for the first half of 2007 were 20.7 bn Tenge (US$168 mn) or 7.2% lower than in the first half of 2006. KMG EP’s full year capital expenditures in 2007, calculated on a cash basis, are expected to decrease to 39.8 bn Tenge compared to 2006 actual capital expenditures of 49.3 bn Tenge.

Cash, cash equivalents and financial assets at the end of the first half of 2007 amounted to 321.1 bn Tenge (US$2,625 mn) compared to 391.8 bn Tenge (US$3,085 mn) at the end of 2006. Borrowings were 49.1 bn Tenge (US$401 mn) at the end of the first half of 2007 compared to 59.7 bn Tenge (US$470 mn) at the end of 2006.

Impact of acquisition of a 50% stake in Kazgermunai

On 24 April 2007 KMG EP finalised the acquisition of a 50% stake in Kazgermunai for 118.7 bn Tenge (approximately US$ 975 mn) including costs directly attributable to the acquisition. The 83.1 bn Tenge difference between the consideration and the carrying value of Kazgermunai’s net assets acquired was primarily attributed to the value of the license of Kazgermunai based on its proved reserves.

KMG EP recognised 2.7 bn Tenge (US$22 mn) as its 50% share of financial results of Kazgermunai as an equity investment in the Company’s condensed consolidated interim financial information for the six months ended 30 June 2007. The amount of 2.7 bn Tenge is the 6.7 bn Tenge of the Company’s 50% stake in Kazgermunai’s net income for the period between the acquisition date and 30 June 2007 adjusted for the 2.1 bn Tenge of one-off effect of the fair valuation of inventory and the 1.9 bn Tenge of the effect of the fair valuation of the license amortisation over the proved reserves of Kazgermunai using the unit-of-production method.

During the first six months of 2007, Kazgermunai produced 1,485 thousand tonnes of oil (62.52 kbopd), 7.3% up compared to the first six months of 2006.

[Ramses2I]

Wed 19 Sep 2007

Kazakhmys target improved

Mining giant Kazakhmys headed higher today thanks to stronger metal prices and a Deutsche Bank price target hike to 1,360p from 1,280p.

The move follows Deutsche’s recent commodity review and the company’s well-received half year results published earlier this month.

Kaz reported a 24% rise in first half pre-tax profit and announced a special dividend of 50 cents a share alongside news of a share buy-back of up to $400m.

http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…

[Ramses2I]

Antwort auf Beitrag Nr.: 31.635.127 von Ramses2I am 17.09.07 18:42:12

Da habe ich mich doch glatt im Thread vertan...

[Ramses2I]

2 October 2007

Kazakhmys PLC calls EGM to approve acquisition of 18.8% stake in ENRC PLC

• EGM convened for 19 October 2007 to allow independent shareholders of
Kazakhmys to approve the exercise of the option to acquire an 18.8% holding
in the ENRC Group

• Approval from the Government of Kazakhstan has now been received to allow
Kazakhmys to become a direct 18.8% shareholder in ENRC PLC

• Acquisition is conditional on the approval of independent shareholders
and the receipt of regulatory approval from the Government

• Estimated cost of exercising the option is US$806.5 million, pursuant to
the terms of the option agreement

• The Independent Directors of Kazakhmys unanimously recommend that
shareholders vote in favour of the acquisition

• Shareholder circular and notice of EGM will be sent to Kazakhmys
shareholders today

Kazakhmys PLC ("Kazakhmys" or the "Company") today announces that further to its
announcement of 4 September 2007 and following receipt of approval from the
Government of Kazakhstan ("Government"), an Extraordinary General Meeting
("EGM") has been convened to allow independent shareholders of Kazakhmys to vote
on the proposed acquisition of a direct 18.8% stake in Eurasian Natural
Resources Corporation PLC ("ENRC"), from a vehicle wholly owned by the Chairman
of Kazakhmys, Mr Vladimir Kim.

The Acquisition is conditional on the approval of independent shareholders of
the Company at the EGM and the receipt of regulatory approval from the
Government relating to the indirect change in ownership of subsoil rights.

The ENRC Group is a large diversified mining and natural resources group with
significant, high quality assets in Kazakhstan. The Independent Directors
consider the investment key to Kazakhmys' long-term strategy of seeking to
acquire interests in existing regional natural resources businesses with
attractive internal and external growth prospects and its execution will bring
significant benefits to Kazakhmys and its Shareholders.

Commenting upon the Acquisition, Mr James Rutland, Senior Independent
Non-executive Director of Kazakhmys said, "As stated at the time of our Interim
Results, the Independent Directors are unanimous in believing that this
transaction will create value for shareholders and consider that it is in the
best interests of the shareholders as a whole to vote in favour of this
transaction at the forthcoming EGM."

Background
Kazakhmys notified the market on 14 March 2006 that it had been granted an
option (the "Option") to acquire a 25% stake in ENRC Kazakhstan Holding B.V.
("EKH") by Mr Vladimir Kim. As stated in Kazakhmys' Annual Report and Accounts
published on 5 April 2007, the 25% stake in EKH represented an 18.8% economic
interest in ENRC, the holding company of the ENRC Group and its operating
assets. Following the receipt of Governmental approval, as mentioned above, a
change in the EKH corporate structure has now taken place, so that by exercising
the Option, Kazakhmys, through a wholly owned subsidiary, will become the direct
owner of 3,756,725 shares in ENRC PLC, representing 18.8% of ENRC's share
capital.

In its announcement on 14 March 2006, Kazakhmys stated that the then independent
members of the Board of Kazakhmys had considered the possibility of Kazakhmys
itself acquiring the 25% stake in EKH but had decided that this would not be
appropriate due to, among other things, the ongoing restructuring of the ENRC
Group and the fact that EKH was not, in the opinion of Kazakhmys, in a position
to provide the type of due diligence or warranty package that a listed company
would expect.

The reorganisation of the ENRC Group is now substantially complete following a
significant restructuring as part of its own efforts to simplify its group
structure as ENRC management consider options for the strategic direction of the
business, including a possible initial public offering. In addition, with the
consent and co-operation of ENRC, a due diligence exercise has been undertaken
in respect of the ENRC Group with, among other things, production and certain
financial information in respect of ENRC having been made available to Kazakhmys
and site visits to ENRC's operations in Kazakhstan have been undertaken by
Kazakhmys' management and technical advisers, IMC Consulting Ltd. The
Independent Directors believe that it is now in the best interests of the
Shareholders as a whole that Kazakhmys acquire the ENRC stake currently held by
a vehicle wholly owned by Mr Vladimir Kim.

The Board considers the Acquisition to be in the best interests of the
Shareholders as a whole and, having been so advised by JPMorgan Cazenove and
Merrill Lynch, to be fair and reasonable so far as the Shareholders as a whole
are concerned. In providing advice to the Board, JPMorgan Cazenove and Merrill
Lynch have taken into account the Directors' commercial assessments of the
proposed Acquisition. In addition, Kazakhmys has received legal advice from
Linklaters LLP, advice on accounting for the Acquisition from Ernst & Young LLP,
tax advice from PricewaterhouseCoopers LLP and technical mining advice from IMC
Consulting Ltd.

Mr Vladimir Kim, the Related Party, has not taken part in the Board's
consideration of the Acquisition. In addition, none of Messrs Oleg Novachuk,
David Munro or Vladimir Ni has taken part in the Board's consideration of the
Acquisition as it was deemed appropriate that only the non-executive directors
of Kazakhmys, who are independent in relation to the Acquisition, should
consider the Acquisition.

Acquisition Price, Financing and Financial Effects of the Acquisition
The amount payable by Kazakhmys in respect of the Acquisition under the terms of
the Option, which were disclosed in the announcements of 14 March 2006 and 4
September 2007, will be approximately:

• the initial purchase price of US$751 million paid by Mr Kim to acquire
the 25% stake in EKH (the "Original Acquisition");
• a 10% margin of US$75.1 million reflecting the risk that Mr Kim took in
making this investment on his own account;
• the associated actual transaction costs incurred by Mr Kim at the time of
the Original Acquisition and the actual financing costs incurred by him
relating to the Original Acquisition, (totalling approximately US$75.4
million) (subject to non-material adjustment when known in March 2008);
• less dividends and other capital distributions amounting to US$95.0
million received to date by Mr Kim in respect of his shareholding in EKH
since the date of the Original Acquisition.

The total cost to Kazakhmys of purchasing the interest in ENRC will therefore be
approximately US$806.5 million, subject to non-material adjustment. The
acquisition of the stake will be accounted for as an investment by Kazakhmys and
it is intended to be funded from the existing cash resources of Kazakhmys.

EGM and Voting
An Extraordinary General Meeting of the Company has been convened in connection
with the Acquisition to be held at 9.00am on Friday 19 October 2007 at the
offices of Linklaters LLP, One Silk Street, London EC2Y 8HQ. Mr Vladimir Kim,
the Related Party, will abstain, and has undertaken to take all reasonable steps
to ensure that his associates will abstain, from voting at the Extraordinary
General Meeting and at any adjournment of such meeting. Mr Kim and his
associates currently have voting rights over 44.3 per cent. of the Issued
Ordinary Share Capital. In addition, each of Messrs Oleg Novachuk (being the
Chief Executive of Kazakhmys), Eduard Ogay (being the Chief Executive of
Kazakhmys Corporation LLC, Kazakhmys' principal operating subsidiary in
Kazakhstan) and Vladimir Ni (being a Non-Executive Director of Kazakhmys) (and
his immediate family) and their associates have volunteered to abstain from
voting at the Extraordinary General Meeting in relation to the approval of the
Acquisition and at any adjournment of such meeting. Although Messrs Novachuk,
Ogay and Ni (and his immediate family) and their associates are not associates
of Mr Kim for the purposes of the Listing Rules, they do form a concert party
with Mr Kim for the purposes of the Takeover Code. Although being a member of a
concert party would not of itself prevent them from voting in relation to the
Acquisition, they have volunteered not to vote and this is considered
appropriate by the Independent Directors. They have however confirmed to the
Independent Directors that if they were to vote in relation to the approval of
the Acquisition, they would vote in favour of the Resolution. Messrs Novachuk,
Ogay and Ni (and his immediate family) and their associates together currently
have voting rights over 12.1 per cent. of the Issued Ordinary Share Capital.

Capitalised terms used in this announcement but not defined herein shall have
the meaning given to them in the shareholder circular dispatched to shareholders
of Kazakhmys today.

- ends -


Notes to Editors

Kazakhmys PLC
Kazakhmys PLC is the largest copper producer in Kazakhstan and one of the
leading copper producers in the world. Kazakhmys is a fully integrated copper
producer from mining ore through to the production of finished copper cathode
and rod. The Group produces significant volumes of other metals as by-products,
including zinc, silver and gold. Existing operations include 19 open pit and
underground mines, 8 concentrators, two copper smelting and refining complexes,
a copper rod plant, a zinc plant and a precious metals refinery. Production is
backed by a captive power supply and significant rail infrastructure. Kazakhmys
also owns MKM, a copper products fabrication company in Germany, and has Gold
and Petroleum Divisions with assets in Kazakhstan and Central Asia. The Group's
strategic aim is to diversify and participate in the development of the
significant natural resource opportunities in Central Asia.

ENRC Group
ENRC is a privately owned natural resources company with fully integrated
mining, processing, energy and transport operations in Kazakhstan. ENRC's
operations, spread throughout Kazakhstan, are principally comprised of
vertically integrated ferroalloy, iron ore and alumina businesses which employ
over 60,000 people and generated estimated revenues of approximately US$3
billion in 2006. ENRC benefits from high operating margins as its operations and
growth profile are underpinned by relatively low costs of production at the
company's major operations and it has access to a captive energy supply and
in-house logistics and transportation operation.

ENRC's operations are comprised of:

• Kazchrome, whose principal activities include the extraction and sale of
chrome ore as well as the production and supply of high quality ferroalloys
to steel-makers worldwide. It is one of the top three ferrochrome producers
in the CIS, based on volume of chrome (as of 2006) and is ranked in the
lowest cost quartile amongst global ferrochrome producers. Kazchrome is
98.30 per cent. owned by ENRC;

• SSGPO, which is a significant CIS iron ore producer with sizable reserves
estimated to be in the region of 1.5 billion tonnes which would ensure a
mine life of approximately 40 years. It is a low cost producer which
produces iron ore pellets and iron ore concentrates. SSGPO is 98.14 per
cent. owned by ENRC;

• Aluminium of Kazakhstan, which is Kazakhstan's largest producer of
alumina and a substantial producer globally. Aluminium of Kazakhstan also
has its own bauxite reserve. Aluminium of Kazakhstan is 96.59 per cent.
owned by ENRC;

• Kazakhstan Aluminium Smelter, which is due to start production in late
2007 with an anticipated initial capacity of 60,000 tonnes of aluminium per
annum which is expected to increase to 250,000 tonnes by 2011. The smelter
will be 100 per cent. owned by ENRC;

• EEC, which operates an open pit coal mine and is Kazakhstan's largest
electricity supplier, with a 2,155MW capacity, providing approximately 16
per cent. of the country's current installed capacity. EEC is 99.11 per
cent. owned by ENRC; and

• Other divisions including ENRC Logistics (100 per cent. owned by ENRC, a
transportation and logistics company); ENRC Marketing (100 per cent. owned
by ENRC, the trading and marketing arm of ENRC) and Zhairemskiy GOK (99.83
per cent. owned by ENRC, a producer of manganese, ferromanganese and
barite).

[Ramses2I]

08 October 2007

Kazakhmys PLC Production Update

Kazakhmys PLC announces that on 9 September 2007 there was flooding at its South
Mine in the Zhezkazgan complex which has led to an interruption in transporting
extracted ore from the mining horizons. Recovery work was initiated but it is
now apparent that it will take some weeks before South Mine returns to full
production. There were no injuries or fatalities.

South Mine accounts for approximately 525,000 tonnes of ore output each month,
with an average grade of 0.7%. This incident, combined with a slower than
planned pick up in output from new concentrators in the second half of 2007, is
likely to lead to copper cathode production from own ore in 2007 being
moderately below the level of 2006.

A full production report for the third quarter will be released on 24 October at
07.00.

[Ramses2I]

19 October 2007


Kazakhmys PLC


Kazakhmys PLC announces independent shareholder approval of acquisition of 18.8%
stake in ENRC PLC

Kazakhmys PLC (the "Company") announces that at the Extraordinary General
Meeting ("EGM") held today, 19 October 2007, the proposed acquisition of a
direct 18.8% stake in Eurasian Natural Resources Corporation PLC ("ENRC"), was
passed by the independent shareholders.

The ENRC Group is a large diversified mining and natural resources group with
significant, high quality assets in Kazakhstan. The independent Directors
believe the acquisition fits well with Kazakhmys' long-term strategy of seeking
to acquire interests in existing regional natural resources businesses with
attractive internal and external growth prospects and that its execution will
bring significant benefits to Kazakhmys and its shareholders.

The acquisition is conditional on the receipt of regulatory approval from the
Government of Kazakhstan relating to the indirect change in ownership of subsoil
rights.


Results of EGM

Following the passing of the resolution put to shareholders at the EGM today
(the "Resolution"), two copies of the Resolution have been lodged today with the
UK Listing Authority for publication in accordance with the Listing Rules.



Save for the votes withheld by certain members of the management of the Company
(as further described below), the total number of votes withheld was 645,637. A
vote withheld does not constitute a vote and is therefore not taken into account
when calculating the proportion of the votes cast 'for' and 'against' a
resolution.

As set out in the circular to shareholders dated 1 October 2007, by virtue of
his related party status, Mr Vladimir Kim was required to abstain from voting at
the EGM. In addition, each of Messrs Novachuk, Ogay and Ni (and his immediate
family) and their associates voluntarily agreed to abstain from voting at the
EGM thereby (when taken with Mr Kim's holding) reducing the total number of
votes able to be cast at the EGM from 470,033,865 to 205,634,995.

- ends -

[Ramses2I]

24 October 2007


Kazakhmys PLC Production Summary for nine months and the third
quarter ended 30 September 2007

• Total copper cathode production of 277.1* thousand tonnes for the
first nine months of 2007, 6% lower than the same period of 2006.
- Total copper cathode output declined 5% in Q3 from the previous
quarter, to 86.7 thousand tonnes, with production of cathodes from
own concentrate increasing by 8% to 85.9 thousand tonnes, benefiting
from the processing of stockpiled material.

• By-product production generally reflected the lower level of ore
output:
- Zinc in concentrate production was 101.2 thousand tonnes over the
first nine months of 2007, a decrease of 6% compared to the same
period in 2006.
- Gold production from own concentrate increased by 3% while silver
production declined by 7%, compared to the first 9 months of 2006.

• Equipment availability and efficiency continues to affect output;
although improvements are being seen in several areas, this remains an area
of management focus

Oleg Novachuk, Chief Executive Officer, said "As mentioned in our production
update earlier this month, output has dropped over the past quarter and while we
will endeavour to raise production in the last few months of the year, copper
cathode production from own ore in 2007 is likely to be moderately below the
level of 2006. Management is focused on maximising the efficiency of the
existing operations along with delivering our various growth projects and I look
forward to updating on these matters at the 2007 preliminary results".

* Excludes tolled material

[Ramses2I]

TRANSACTION IN OWN SHARES


Kazakhmys PLC announces that on 24 October 2007 it purchased for cancellation from JPMorgan Cazenove Limited 170,000 ordinary shares at an average price of 1418.9969 pence per share. Following the cancellation of these shares, Kazakhmys PLC has a total of 469,863,865 ordinary shares in issue.

Kazakhmys is pleased to announce that we have commenced our share repurchase programme. This purchase was made pursuant to the authority that was granted by shareholders at the Annual General Meeting held on 9 May 2007 and as announced in the Interim Results announcement on 4 September 2007. We believe that subsequent to the return of capital to shareholders, we will retain sufficient balance sheet strength to implement our strategy and to take up other opportunities as they arise. Further purchases may be made from time to time subject to market conditions.

[Ramses2I]

TRANSACTION IN OWN SHARES

Kazakhmys PLC announces that on 31 October 2007 it purchased for cancellation from JPMorgan Cazenove Limited 50,000 ordinary shares at an average price of 1463.1902 pence per share. Following the cancellation of these shares, Kazakhmys PLC has a total of 469,718,865 ordinary shares in issue.

[Ramses2I]

TRANSACTION IN OWN SHARES

Kazakhmys PLC announces that on 6 November 2007 it purchased for cancellation from JPMorgan Cazenove Limited 35,000 ordinary shares at an average price of 1410 pence per share. Following the cancellation of these shares, Kazakhmys PLC has a total of 469,658,865 ordinary shares in issue.

[Ramses2I]

Antwort auf Beitrag Nr.: 32.313.779 von Ramses2I am 06.11.07 19:31:56

Die letzten zwei Wochen ist ja fast kein Tag vergangen ohne die unten aufgeführte Meldung:

TRANSACTION IN OWN SHARES

Kazakhmys PLC announces that on 14 November 2007 it purchased for cancellation from JPMorgan Cazenove Limited 35,000 ordinary shares at an average price of 1430.2653 pence per share. Following the cancellation of these shares, Kazakhmys PLC has a total of 468,086,365 ordinary shares in issue.


Die Aktienanzahl hat ja hierdurch bereits um einiges abgenommen.

[Ramses2I]

12 December 2007

Kazakhmys PLC Update on ENRC Holding

Kazakhmys PLC ('Kazakhmys') announces that following the listing of Eurasian
Natural Resources Corporation PLC ('ENRC'), on the main board of the London
Stock Exchange, Kazakhmys' 187,836,250 shares in ENRC represent 14.6% of the
issued share capital of ENRC, taking into account the full exercise of the
over-allotment option.

At the closing price on 12 December 2007 of 608 pence per ENRC share, Kazakhmys'
holding in ENRC is worth approximately $2,323 million, which represents a value
of 247 pence per Kazakhmys share in issue*. The purchase of Kazakhmys' holding
in ENRC was completed on 26 October 2007 for approximately $810 million.


(*Kazakhmys shares in issue at 12 December of 461,648,288)

[Ramses2I]

14 December 2007

Kazakhmys PLC Restarts Production at South Mine


On 8 October Kazakhmys PLC announced that there had been a flood at its South
Mine in the Zhezkazgan complex which had led to an interruption in transporting
extracted ore from the mining horizons.

Following a successful recovery plan, the impact of the flooding on the
operations at the main shaft has now ended and the mine is ramping up and should
be back to full output by the end of the year, slightly ahead of expectations.

South Mine accounts for approximately 525,000 tonnes of ore output each month,
with an average grade of 0.7% copper.

[Ramses2I]

In London sind wir aktuell nur noch mit einem kleinen Minus.

[Ramses2I]

Gute Nachrichten sorgen für Anstieg des Kupferpreises

http://www.rohstoffe-go.de/metalle/rohstoffe-go-exklusiv/bei…

[Ramses2I]

4 January 2008

Transaction in Own Shares

Kazakhmys PLC (the “Company”) announces that it has commenced a non-discretionary programme to purchase ordinary shares for cancellation during its close period which commences on 6 January 2008 and is expected to end on the date of the announcement of its preliminary results.

The buy back programme will be managed by an independent third party, which makes its trading decisions independently of, and uninfluenced by, the Company.

Any acquisitions will be effected within certain pre-set parameters, and in accordance with both the Company’s general authority to repurchase shares and Chapter 12 of the Listing Rules which requires that the maximum price paid be limited to no more than 5 per cent above the average market value for the shares as derived from the London Stock Exchange Daily Official List for the five business days immediately prior to such purchase.

[RLH]

Hi Ramses21,
du bist ja anscheinend der unentwegte Poster in diesem thread.
KazPlc startet also ein Rückkaufprogramm. Was ich nicht verstehe ist was "non-discretionary programme" in diesem Zusammenhang bedeutet. Und auch, dass es die Anteile "cancelt" während der "close period".
Mein Englisch ist gut genug um den Text zu verstehen, was ich nicht weiss, ist die Bedeutung der cancellation und der close period in der business speak.
Kannst du mich da aufklären?
Gruss, RLH

[Ramses2I]

Antwort auf Beitrag Nr.: 32.979.477 von RLH am 08.01.08 14:20:26

Vermutlich soll dies bedeuten, dass die Aktien auschließlich zu dem Zwecke erworben worden sind, um diese nach dem Erwerb zu löschen und diese nach Kauf nicht mehr handelbar sind...

oder hat hier jemend eine andere Sicht der Auslegung?

[RLH]

Ja, sehe ich nach Durchsicht der letzten announcements auch so.
Gut für de Kurs.

[Ramses2I]

Kazakhmys good value after price fall, HSBC says

Recent falls in the share price of Kazakhmys prompted HSBC to upgrade the Kazakhstan-focussed miner to ‘overweight’ from ‘neutral’. ^

http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…

[Ramses2I]

Antwort auf Beitrag Nr.: 33.097.899 von Ramses2I am 18.01.08 16:33:46

Friday, January 18, 2008 6:24:24 AM ET
Seymour Pierce

Kazakhmys "underperform," target price reduced

LONDON, January 18 (newratings.com) - Analysts at Seymour Pierce maintain their "underperform" rating on Kazakhmys Plc (ticker: KAZ-GBX).The target price has been reduced from 1,340p to 1,050p.

In a research note published this morning, the analysts mention that the ongoing turmoil in the credit markets is expected to have a significant impact on the commodity markets, and especially on copper prices. The analysts expect copper prices to continue to decline. Kazakhmys’ performance is likely to be adversely impacted by the expected decline in the copper prices, Seymour Pierce says. The copper price forecasts for 2008 and 2009 have been reduced from $3/lb to $2.75/lb and from $2.50/lb to $2.25/lb, respectively.

http://www.newratings.com/analyst_news/article_1682793.html

[Ramses2I]

TRANSACTION IN OWN SHARES

Kazakhmys PLC announces that on 21 January 2008 it purchased for cancellation from JPMorgan Cazenove Limited 470,000 ordinary shares at an average price of 1074.7086 pence per share. Following the cancellation of these shares, Kazakhmys PLC has a total of 456,458,288 ordinary shares in issue.

[Ramses2I]

24 January 2008

KAZAKHMYS PLC ANNOUNCES VISIT OF PRESIDENT OF KAZAKHSTAN TO ZHEZKAZGAN

Kazakhmys PLC ("Kazakhmys", or the Group) announces that today the President of
Kazakhstan, Nursultan Nazarbayev, visited the Kazakhmys operations and
facilities at Zhezkazgan, along with other members of the Government and
business leaders in Kazakhstan.

The principle purpose of the visit was to discuss the importance of Corporate
Social Responsibility and the role that companies, both local and international,
should play in assisting social development. Zhezkazgan was chosen for the
meeting because of the key role that Kazakhmys has played in the area and the
trip highlighted the substantial commitment and investment of the Group within
the communities surrounding its operations. This is the largest corporate social
programme in Kazakhstan.

In the course of the visit, Vladimir Kim was asked about operations and
confirmed that production in 2007 had been in line with the guidance given in
September.

Vladimir Kim, Chairman of Kazakhmys said: "We are delighted to have been able to
hold this meeting here today and to show some of the social programmes that we
have carried out. The success of our Group has allowed us to assist and invest
in our workforce and the local communities. We would encourage others to join
with us and to ensure that Kazakhstan has a workforce that is well placed to
compete in the future."

[Ramses2I]

Astana 30.01.08

Kupferproduktion bei Kazakhmys rückläufig

Die kasachishe Kazakhmys Plc., der größte Kupferproduzent des Landes, gab heute bekannt, dass die Kupferproduktion im vierten Quartal 2007 um 7,8 % auf 103.100 Tonnen zurückgegangen sei. Grund dafür seien Überflutungen in einer der Minen sowie teilweise fehlende Ausrüstung. Der Finanzdirektor des Unternehmens sagte, dass die Kupferproduktion in diesem Jahr steigen solle. Das Unternehmen habe neue Projekte und wolle die bestehenden Minen ausbauen. Die Zinkproduktion konnte im vierten Quartal um 44 % auf 31.600 Tonnen gesteigert werden, die Silberproduktion hingegen ging um 26 % zurück. Im Gesamtjahr steigerte des Unternehmen die Goldproduktion um sechs Prozent auf 113.400 Unzen.

http://www.financial.de/newsroom/derivate/130557.html

[Ramses2I]

Antwort auf Beitrag Nr.: 33.230.683 von Ramses2I am 31.01.08 19:38:42

Kazakhmys PLC Production Summary for 12 Months and the Fourth Quarter Ended 31 December 2007


• Copper cathode production for the year ended 31 December 2007 is in
line with the guidance outlined in the Q3 production report. Total copper
cathode production for the period was 380* thousand tonnes, of which 341
thousand tonnes was from own material.

- Cathode output from own material increased by 7% from the previous
quarter to 92 thousand tonnes.


• By-product output over the full year was generally positive compared
to 2006:

- Zinc in concentrate production rose 3% to 133 thousand tonnes,
due to the higher output of zinc bearing ores.

- Silver production declined by 12%, with decreased production of
silver bearing ores in the Zhezkazgan region.

- Gold production increased by 6%, to 113 thousand ounces, reflecting
ore grade increases.


• Improvements were seen towards the year end in the deliveries of ordered
equipment facilitating the availability, maintenance and repairs of
mining equipment and facilities. Equipment availability and delivery
remains a key area of management focus.


• Mining started, as planned, in January 2008 at the re-opened Abyz mine
and the new Akbastau mine.


• Kazakhmys Gold and Kazakhmys Petroleum are included in the report for
the first time.

- Kazakhmys Gold has received the extension of the licence to develop
the major Bozymchak Deposit in Kyrgyzstan.

- Kazakhmys Petroleum has started drilling exploratory wells in the
shallow northern area and seismic testing in the southern area.



Oleg Novachuk, Chief Executive Officer, said "2007 brought some production
challenges, especially in the supply of equipment and the flood at South Mine.
Improvements were seen in several areas towards the year end, along with the
introduction of a new concentrator, two concentrator upgrades and the recent
commencement of mining at Abyz and Akbastau. We are looking forward to a
positive year in 2008 with opportunities to grow production and to develop our
programme for operational improvements. There are several new projects and
upgrades to be carried out during 2008, along with further work on our major
growth assets and we will continue to focus on the success of our core business,
alongside the other areas of our strategy."


Notes to Editors


Kazakhmys PLC is the largest copper producer in Kazakhstan and one of the
leading copper producers in the world. Kazakhmys is a fully integrated copper
producer from mining ore through to the production of finished copper cathode
and rod. The Group produces significant volumes of other metals as by-products,
including zinc, silver and gold. Existing operations include 20 open pit and
underground mines, 9 concentrators, two copper smelting and refining complexes,
a copper rod plant, a zinc plant and a precious metals refinery. Production is
backed by a captive power supply and significant rail infrastructure. Kazakhmys
also owns MKM, a copper products fabrication company in Germany, and has Gold
and Petroleum Divisions with assets in Kazakhstan and other parts of Central
Asia. The Group's strategic aim is to diversify and participate in the
development of the significant natural resource opportunities in Central Asia.


http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

5 February 2008

Kazakhmys PLC Announces Acquisition of Kazakhstan's Largest Power Plant and Accompanying Coal Field


Kazakhmys PLC ("Kazakhmys") announces today that it has signed an agreement with
AES Corporation ("AES") to acquire the Ekibastuz coal-fired power plant and the
Maikuben West coal mine in Kazakhstan. Completion is subject to certain
conditions, including obtaining the necessary regulatory approvals from the
Government of Kazakhstan.


• Ekibastuz is a strategic asset in the Central Asian power market:

o It is the largest source of power in Kazakhstan, with nameplate
capacity of 4,000MW, in a market increasingly short of power supply

o Ekibastuz offers significant growth opportunities with capacity to
double output over the next 5 years from current available capacity
of 2,250 MW

o The captive coal mine at Maikuben provides a secure base of raw
material supply, with current output of 3.1 million tonnes of coal with
estimated mine life of about 30 years based on A,B, C1 classification
of reserves.

o Considerable potential to create commercial opportunities, including
strategic partnerships, and off take agreements


• Total payments of up to US$1.5 billion, subject to adjustment under a
closing mechanism.

o Includes an initial cash consideration of US$1,100 million and a
deferred cash consideration and other payments of up to US$381 million,
payable under earnout provisions

o Kazakhmys will retain AES on a management service contract up to
31 December 2010.

o Kazakhmys will fund the transaction through a debt facility, which has
been announced separately today.


Oleg Novachuk, Chief Executive of Kazakhmys said "The acquisition of Ekibastuz
and the captive coal mine at Maikuben West is consistent with our strategy of
diversifying our portfolio and secures the future of an asset that is of
importance to the development of Kazakhmys and the region. It offers considerable
opportunities to develop commercial relationships through surplus power generation."


- ends -


Background and Notes to Editors

Information on the assets and transaction

Ekibastuz, located in northeastern Kazakhstan's Pavlodar Oblast, is the largest
power plant in Kazakhstan with a nameplate capacity of 4,000 MW. Maikuben West
Coal mine, an open cast mine located 65 kilometres from the Ekibastuz power
plant, has an estimated mine life of about 30 years based on A, B, C1
classification of reserves and supplies a sizeable portion, around 20% of the
power plant's fuel requirements, producing over 3.1 million tonnes of coal in
2006.

In 2007, the power plant produced 9,434 GWh of electricity. As at 1 January
2008, the plant's current available capacity was 2,250 MW, which is expected to
significantly increase in stages over the next five years to 4,000 MW. This in
turn will allow Kazakhmys to capitalise on the expected growth in electricity
demand in Kazakhstan.

For the year ended 31 December 2006, the revenues, profit before tax, and gross
assets of the combined operations of Ekibastuz GRES-1 and Maikuben West were
US$149 million, US$43 million, and US$222 million, respectively(1).

The capex spend for the three years from 2008 to 2010 inclusive is estimated at
US $650 million.

Under the terms of the agreement, Kazakhmys, through a wholly owned subsidiary
Kazakhmys Power B.V., will make an initial cash payment, at closing, of
US$1,100 million, subject to adjustments under a closing mechanism, based on an
enterprise value of US$1,150 million. Closing is expected to take place in Q2
2008, subject to securing all necessary regulatory consents from the Government
of Kazakhstan. In addition, AES has an entitlement to an additional deferred
cash consideration and other payments of up to US$381 million between 2008 and
2010, should certain profitability and performance targets be met. Kazakhmys
will retain AES on a management service contract up to 31 December 2010, with
the existing key management team of AES in Kazakhstan continuing to manage and
operate the power plant and the coal mine. This will assist Kazakhmys in
ensuring business continuity and the execution of the investment programme.


Background

The electricity market in Kazakhstan offers an attractive growth platform to
Kazakhmys given the momentum in the industrial sector in Kazakhstan and the
resulting growth in demand for electricity.

The power sector in Kazakhstan has favourable economic fundamentals and offers
value-enhancing growth opportunities, in turn underlying the attractiveness of
the Acquisition on a standalone basis. Since gaining independence on 16
December 1991, the Kazakh Government has introduced a series of important
measures resulting in full restructuring of the country's electricity generation
market. The Government introduced a new regulatory framework, privatised
generation assets and deregulated pricing of the wholesale/retail power market.
Kazakhstan has experienced a rapid recovery of its economy, with a real CAGR in
GDP of c.10% over 2001-2006. Economic recovery was the key driver for growth in
the electricity sector, with demand increasing by an average of 5.2% per annum
over the same period. The growth momentum is expected to continue in the medium
term. The demand for electricity is projected to exceed 6% per annum through
2011 and 3% per annum in the long run, according to the forecast of the Kazakh
Government(2).

Kazakhmys already participates in the power market in Kazakhstan by owning and
operating three power plants with total gross capacity of over 900 MW, which
supply all of the Group's current power needs.


Kazakhmys PLC

Kazakhmys PLC is the largest copper producer in Kazakhstan and one of the
leading copper producers in the world. Kazakhmys is a fully integrated copper
producer from mining ore through to the production of finished copper cathode
and rod. The Group produces significant volumes of other metals as by-products,
including zinc, silver and gold. Existing operations include 20 open pit and
underground mines, 9 concentrators, two copper smelting and refining complexes,
a copper rod plant, a zinc plant and a precious metals refinery. Production is
backed by a captive power supply and significant rail infrastructure. Kazakhmys
also owns MKM, a copper products fabrication company in Germany, and has Gold
and Petroleum Divisions with assets in Kazakhstan and Central Asia. The Group's
strategic aim is to diversify and participate in the development of the
significant natural resource opportunities in Central Asia.


AES Corporation

AES is one of the world's largest global power companies, with 2006 revenues of
US$11.6 billion. With operations in 28 countries on five continents, AES's
generation and distribution facilities have the capacity to serve 100 million
people worldwide. 13 utilities amass annual sales over 73,000 GWh and 117
generation facilities have the capacity to generate approximately 44,000
megawatts. The global workforce of 30,000 people is committed to operational
excellence and meeting the world's growing power needs. To learn more about AES,
please visit www.aes.com or contact AES media relations at [e-mail]



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

(1)Combined aggregated (unconsolidated) numbers based on the AES management
accounts prepared in accordance with the US GAAP.

(2) Ministry of Energy and Mineral Resources of Republic of Kazakhstan
"Development Plan for the Electricity Industry of the Republic of Kazakhstan",
2007.

[Ramses2I]

Antwort auf Beitrag Nr.: 33.270.520 von Ramses2I am 05.02.08 12:22:54

5 February 08

KAZAKHMYS PLC ANNOUNCES COMPLETION OF FIRST STAGE OF PRE-EXPORT FINANCE DEBT FACILITY

Kazakhmys PLC announces that it is raising a pre-export finance debt facility
of US$2.1 billion to be used for general corporate purposes, including the
acquisition of the Ekibastuz power plant announced today. The first stage of
raising the 5 year facility, managed by Deutsche Bank, is complete and met with
significant over-subscription from a diverse range of banks. The facility is
subject to finalisation of legal documentation.

The Mandated Lead Arrangers are ABN AMRO Bank, Barclays Bank, BNP Paribas,
CALYON, Commerzbank, Deutsche Bank, Dresdner Bank, ING Bank, Natixis, Societe
Generale Corporate & Investment Banking, Sumitomo Mitsui Banking Corporation,
The Bank of Tokyo-Mitsubishi UFJ and WestLB.

The facility is now in a second phase of syndication to a limited group of
further banks with signing expected in February 2008. Further details will be
released in due course.

[Ramses2I]

Antwort auf Beitrag Nr.: 33.270.520 von Ramses2I am 05.02.08 12:22:54

Sieht ganz so aus, dass Kazakhmys hier einen guten Kauf getätigt hat:

http://www.finanznachrichten.de/nachrichten-2008-02/artikel-…

Wenn der Staat was abhaben will...

[Ramses2I]

14 February 2008

Notice of Preliminary Results for the Year Ended 31 December 2007

Kazakhmys PLC will announce its preliminary results for the year
ended 31 December 2007 on Thursday 6 March 2008 at 7.00am London time.
A presentation for analysts will be held at 9.30am in the Presentation Suite on
the 7th floor of JPMorgan Cazenove, 10 Aldermanbury, EC2V 7RF.

The forthcoming final dividend will be paid in US dollars, though shareholders
will be able to elect to receive pounds sterling. The deadline for making a
currency election is 6.00pm on Tuesday 4 March 2008.

[Ramses2I]

15 February 2008


KAZAKHMYS PLC ANNOUNCES COMPLETION OF SHARE BUY-BACK PROGRAMME


Kazakhmys PLC announces that it has completed its share buy-back
programme of up to US$400 million, which commenced on 24 October 2007.

The total number of ordinary shares purchased and cancelled was 15,079,577. At
an average price of £12.73 per share, this equates to a total cost of
£192,298,972 (US$390,137,520) including expenses. The average closing price and
the value weighted average price over the same period was £13.21 per share and
£13.08 per share respectively.

The issued capital of the Company, after the buy-back programme, is 454,954,288
ordinary shares.

[Ramses2I]

Mal schauen ob wir heute noch über die €uro 20,00 kommen.
Kazakhmys macht sich ja die letzten Tage sehr schön...gut das ich noch mal günstig zugegriffen habe.

[Ramses2I]

Antwort auf Beitrag Nr.: 33.421.839 von Ramses2I am 20.02.08 12:26:01

Mal schauen ob wir heute noch über die €uro 20,00 kommen.

Geschafft!

[Ramses2I]

29 February 2008

TOTAL VOTING RIGHTS

In conformity with the Disclosure and Transparency Rules ("the Rules"), we
notify the market of the following:

At the date of this notice, the issued capital of the Company comprises
454,954,288 ordinary shares. All of these shares carry voting rights of one vote
per share.

The Company does not currently hold any shares in treasury.

The above figure of 454,954,288 may be used by shareholders as the denominator
for the calculations by which they will determine if they are required to notify
their interest in, or a change to their interest in, the Company under the
Rules.

[Ramses2I]

Und wieder ein Tag bei Kazakhmys im grünen Bereich.

Mal schauen wann die €uro 25 geknackt werden.
Bei den aktuellen Kursen freut es mich doppelt, dass ich bei €uro 17,00 aufgestockt habe.

[Ramses2I]

3 March 2008


KAZAKHMYS PLC ANNOUNCES THE SIGNING OF A US$ 2.1 BILLION PRE-EXPORT FINANCE DEBT FACILITY


Kazakhmys PLC announces the signing of its US$2.1 billion pre-export finance
debt facility, which was first announced on 5 February 2008. The five year
facility, which met with significant oversubscription, is to be used for general
corporate purposes, including the proposed acquisition of the Ekibastuz power
plant.

The transaction was managed by Deutsche Bank and the Mandated Lead Arrangers and
bookrunners were ABN AMRO Bank, Barclays Bank, BNP Paribas, CALYON, Commerzbank,
Deutsche Bank, Dresdner Bank, ING Bank, Natixis, Societe Generale Corporate &
Investment Banking, Sumitomo Mitsui Banking Corporation, The Bank of
Tokyo-Mitsubishi UFJ and WestLB.

The Arrangers were Bank of China, Fortis, JPMorgan Chase Bank, Merrill Lynch
International Bank, and Rabobank International. The Co-Arranger was ICBC
London.

Matthew Hird, Chief Financial Officer of Kazakhmys PLC stated: "We are delighted
by the response from the banking market to our debut transaction, especially in
the current challenging market conditions. The participation of 19 banks and the
significant oversubscription for the deal reflects our strong balance sheet,
cashflow generation and demonstrates the support for our growth strategy. This
is the first opportunity for international debt investors to participate in
Kazakhmys' credit and enables us to enhance our financial flexibility by
diversifying our sources of funding. We look forward to further funding
initiatives, in due course, as the Group continues to expand through organic and
acquisitive growth."

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Part 1


6 March 2008

KAZAKHMYS PLC AUDITED RESULTS FOR THE YEAR ENDED 31 DECEMBER 2007
FINANCIAL HIGHLIGHTS


• Solid financial results driven by strong commodity prices
o EBITDA excluding special items increased to $2,336 million
o EPS based on Underlying Profit up to $3.02 per share
o Free Cash Flow of $895 million


• Final dividend announced of 27.4 US cents per share, an increase of 7%
o Total dividend of 41.0 US cents per share (2006: 38.5 US cents per
share)


• Cash return to shareholders of over $800 million over the year:
o Including share buy-back programme of $390 million (completed in January
2008)
o Special dividend of $235 million paid in October 2007

...

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Antwort auf Beitrag Nr.: 33.588.188 von Ramses2I am 08.03.08 16:39:42

06 March 2008

Part 2

Balance sheet information

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

HSBC has downgraded its ratings on miners Anglo American and Kazakhmys, but raised their price targets following recent share price rises.

It downgraded the miners to ‘neutral’ from ‘overweight’, while raising Anglo American’s price target to 3,800p from 3,400p and copper specialist Kazakhmys to 1,800p from 1,550p.

...

http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…

[sojasport]

Heute gibt es Übernahmeplanungen für Kazakhmys!!
wie man am Kurs sieht...

[Ramses2I]

12:40 12-Mar-08

Stmnt re Share Price Movement
Eurasian Natural Resources Corp Plc


Eurasian Natural Resources Corporation PLC ("ENRC" or "the Company")

Statement regarding Kazakhmys PLC ("Kazakhmys")

ENRC notes the recent movements in the share price of Kazakhmys.

Following its successful Initial Public Offering in December 2007, and given the
evolving industry dynamics, ENRC is constantly reviewing a number of strategic
opportunities with a view to creating further value for its shareholders.

One of the opportunities that is at the early stages of being evaluated is a
potential combination of its business with that of Kazakhmys. Whilst there has
been informal dialogue with Kazakhmys, no formal proposal has been made by ENRC
and there can be no certainty that a formal proposal will be made and, if made,
that it will result in an offer for Kazakhmys.


http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Antwort auf Beitrag Nr.: 33.619.858 von sojasport am 12.03.08 14:41:59

Eurasian Natural Resources Corp. said Wednesday it may make an offer for fellow Kazakh mining giant Kazakhmys in a deal that could be worth $16 billion.

...

http://www.marketwatch.com/news/story/enrc-may-make-16-bln/s…

[Ramses2I]

Antwort auf Beitrag Nr.: 33.626.103 von Ramses2I am 13.03.08 07:32:50

13 March 2008


Response to Statement

Kazakhmys PLC ("Kazakhmys") notes the announcement made by Eurasian Natural
Resources Corporation PLC ("ENRC"). No proposal has been received by Kazakhmys.
A further announcement will be made as appropriate.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Kazakhmys: Not Over Yet

LONDON - A day after Kazakhmys shares soared by over a fifth on takeover speculation, the copper miner has burst the bubble by confirming that it has received no formal offer from Eurasian Natural Resources. Yet this may not be the end of the story: with the two companies still in their infancy, the creation of a Kazakh national champion could still be in the cards.


The fact that ENRC has made its interest public suggests that the government is probably behind the deal. But ENRC would need to bring Kazakhmys' chairman and 45.8%-stakeholder, Vladimir Kim, on side. And with valuations of the company running high as copper prices continue rising, ENRC may find it difficult to make a suitable cash offer.

...

http://www.forbes.com/markets/2008/03/13/kazakhmys-enrc-copp…

[Ramses2I]

Antwort auf Beitrag Nr.: 33.629.315 von Ramses2I am 13.03.08 12:37:35

Und da Kazakhmys selber 15 Prozent an ENRC hält kommt Vladimir Kim mit seinen Mannen auf über 50 Prozent. Eine feindliche Übernahme ist damit nicht möglich, sondern nur wenn Kim verkauft und sich mit dem ganzen Geld einen schönen Lebensabend machen möchte.

[Ramses2I]

March 13 2008 22:07

Kazakhmys denies bid talks with ENRC

London-listed copper miner Kazakhmys denied on Thursday that it was in talks to be bought by rival Kazakh mining group Eurasian Natural Resources Corporation, and said ENRC would have to offer a large premium if it were to consider a deal.

ENRC on Wednesday announced it had held an “informal dialogue” with Kazakhmys after rumours of a deal pushed up the latter’s share price. ENRC entered the FTSE 100 index on the same day, three months after it listed on the London Stock Exchange, its shares having been driven up by the rising price of ferrochrome, iron ore and aluminium, its three main products.

...

http://www.ft.com/cms/s/0/4219fce2-f131-11dc-a91a-0000779fd2…

[Ramses2I]

Mal schauen was die kommende Woche so für News für uns bringen wird und ob es weiter so schön nach oben geht.

[Ramses2I]

Kazakh govt wants stake in Kazakhmys

LSE-listed copper producer Kazakhmys has held preliminary talks with the government of Kazakhstan, including the possibility of the government taking a minority stake in the company in exchange for natural resource assets in the country, the firm said on Tuesday.

The proposal was one of a “variety of options” being discussed, the company said, in response to published comments by the government that it wanted to acquire an interest of up to 15% in Kazakhmys.

"Should these discussions lead to an agreement being reached then a further announcement will be made and, as appropriate, Kazakhmys shareholder approval will be sought," the firm said.

...


http://www.miningweekly.co.za/article.php?a_id=129762

[Ramses2I]

LONDON (Thomson Financial) - Kazakhmys Plc. said it requested the UK Takeover Panel issue a deadline to Eurasian Natural Resources Corp Plc. regarding a possible offer by ENRC.

On March 12, ENRC said it was evaluating a possible combination of its business with that of Kazakhmys.

Kazakhmys, which has a 14.6 pct stake in ENRC, reiterated today that no proposal had yet been received.

[Ramses2I]

Antwort auf Beitrag Nr.: 20.540.239 von NicholasVanOrton am 06.03.06 18:48:12

11-Apr-08

KAZAKHMYS Plc (“Kazakhmys”)
EURASIAN NATURAL RESOURCES CORPORATION PLC (“ENRC”)


Following recent representations made by the advisers for Kazakhmys, the Panel Executive has been considering the application of Rule 2.4(b) of the Code to the approach by ENRC to Kazakhmys. Following discussions with both parties’ advisers, the Panel Executive has ruled that, unless the Panel Executive consents otherwise, ENRC must, by 5:00pm on 16 May 2008, either announce a firm intention to make an offer for Kazakhmys under Rule 2.5 of the Code or announce that it does not intend to make an offer for Kazakhmys. In the event that ENRC announces that it does not intend to make an offer for Kazakhmys, ENRC and any person(s) acting in concert with it will, except with the consent of the Panel Executive, be bound by the restrictions contained in Rule 2.8 of the Code for six months from the date of such announcement.

Each of the parties has accepted this ruling.


http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Institutional Ownership

There is significant interest in KAZ by institutional investors. The 39.55% of the shares outstanding that they control represents a greater percentage of ownership than at almost any other company in the Other Metals/Minerals industry.

...

http://investing.businessweek.com/research/stocks/ownership/…

[Ramses2I]

17 April 2008

KAZAKHMYS SHARES TO BE INCLUDED IN KAZAKHSTAN STOCK EXCHANGE (KASE) INDEX.


Kazakhmys PLC ("Kazakhmys") announces that it will join the Kazakh Stock
Exchange ("KASE") Index of leading Kazakh shares from 1 May, 2008.

The inclusion of Kazakhmys in the Index is consistent with the Kazakhstan Stock
Exchange's intention to make the Index more representative of the Kazakh
economy. KASE anticipates that trading volumes and liquidity in Kazakhmys shares
on the Kazakh exchange should increase as a result of inclusion in the Index.

Vladimir Kim, Chairman of Kazakhmys said: "We are pleased to be joining the KASE
Index and hope that, by broadening our shareholder base in Kazakhstan along with
an increase in the volume of shares traded, this will benefit both our
shareholders and the development of the capital market in Kazakhstan."

[Ramses2I]

[Ramses2I]

Institutional Ownership

There is significant interest in KAZ by institutional investors. The 39.63% of the shares outstanding that they control represents a greater percentage of ownership than at almost any other company in the Other Metals/Minerals industry.

...

http://investing.businessweek.com/research/stocks/ownership/…

[Ramses2I]

Gold Division

In July 2007 the Group acquired Eurasia Gold, now Kazakhmys Gold. The Division has three operational mines, at Mizek, Central Mukur and Zhaima. In 2007 the total output of these assets was 52 ktroz. The Division produces gold in the form of gold cathode to sediment, on annual contract. The heap leaching process via the heap leaching process.

There are three major growth projects within the division, Mizek Sulphide and Bozymchak and Akjilga. The total measured and indicated gold resources, on a JORC basis is 2.3 Moz.

Mizek Sulphide

At the Mizek site in north east Kazakhstan, approximately 340 km southwest of Semey, there is a large sulphide ore body which is the subject of a pre-feasibility study, that is expected to be completed in H1 2008, with planned extraction in 2010.

At present, Kazakhmys Gold are carrying out open pit mining on the oxide ore body located at the site.

To exploit the sulphide ore, a new open pit and underground mine will be required together with a concentrator to process the ore on-site. Upgrades are planned for the power and water infrastructure.

Bozymchak

The pre-feasibility study on the Bozymchak deposit in southwestern Kyrgyzstan has been in progress during 2007 and is nearing completion. Kazakhmys Gold was able to successfully extend the license to develop the Central Part of the deposit in December 2007, from September 2008 to December 2027.

The site is approximately 185 km from the nearest rail link and has good water access. In 2008, the infrastructure will be developed including improving the road links and installing power lines. Alongside this, the feasibility study will be carried out with production planned for 2010. The exploration work will continue in 2008 focusing on both the main ore body below an existing audit and conducting further drilling across the site.

Akjilga

Eurasia Gold carried out further exploration work on the Akjilga silver-rich deposit in Tajikistan in 2007. Scoping study will commence in H2 2008. Kazakhmys Gold will also conduct exploration work at a number of other sites.

http://www.kazakhmys.com/gold-division.asp

[Ramses2I]

30 April 2008

Kazakhmys PLC Production Report for the First Quarter Ended 31 March 2008


• Copper output was in line with expectations given the severe winter conditions

• Ore output at 8.3 million tonnes, an increase of 7% versus Q4 2007,
benefiting from production at new mines
• Own cathode production of 76 kt was down 10% compared to Q1 2007,
impacted by a scheduled maintenance shutdown at Balkhash smelter and the
severe winter weather
• Cathode production was in line with Q1 2006, a more comparable winter
period


• By-product precious metal output was also affected by the weather, though zinc
output resisted the seasonal influences, assisted by timing factors

• Zinc in concentrate production increased 6% from Q4 2007, due to timing of
material processing
• Silver production declined just 3% to 4 million oz from Q4 2007, as weather
interrupted processing
• Gold production was 2% below Q4 2007, but benefited from the commencement
of operations at Akbastau mine


• Benefits seen in key areas of the operations

• Improvements were seen in equipment availability and delivery, though this
remains a focus of management attention
• Successful ramp up at Akbastau and Abyz mines
• Good recovery rates seen in trial processing at new Nurkazgan concentrator


• Growth projects at Aktogay and Boschekul remain on track with guidance given
at the time of the 2007 Annual Results


• Ekibastuz deal on track to complete by end of H1 2008

• Integration plan in progress
• Potential for power industry in Kazakhstan remains strong


• 14.6% stake in ENRC continued to show good return on investment with rise
in commodity prices

• 94% increase in market value of the shareholding from 2007 year end*
• The holding is currently worth $4.65 billion
• Equivalent to 515 pence per Kazakhmys share*


Oleg Novachuk, Chief Executive Officer, said "We are pleased to report an
increase in ore production in the first quarter of 2008, principally from
bringing new mines on stream. The difficult weather conditions, with
significantly below average temperatures and unusually high snowfall, did impact
cathode production but we expect this to balance out over the year. The outlook
for production in 2008 remains in line with the guidance given at the time of
our 2007 full year results. Global copper demand appears to be strong with
limited new supply being introduced globally to meet this demand."

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

04.11.08

ENRC given May 16 'put up or shut up' deadline for Kazakhmys offer UPDATE


The UK Takeover Panel has given Eurasian Natural Resources Corp., one of the world's largest producers of ferrochrome, until 5:00 p.m. on May 16 to announce whether it plans to buy smaller rival Kazakhmys Plc.

...

http://www.forbes.com/markets/feeds/afx/2008/04/11/afx487887…

[Ramses2I]

02 May 2008

Kazakh group buys into Brazilian iron ore

Eurasian Natural Resources Corp (ENRC), the holding company of a leading diversified natural resources group with integrated mining, processing, energy and logistical operations based in Kazakhstan, has exercised an option to acquire a 50% interest in Bahia Mineração Limitada (BML). The 50% interest in BML is being acquired from Zamin BM for a cash consideration of $300 million.

BML is a Brazilian company focused on the development of an iron ore deposit in the Bahia State of Brazil. ENRC believes that BML has a high-quality asset base. As part of an ongoing prefeasibility study, SRK Consulting has produced a resource statement which reports, according to JORC guidelines, 470 Mt of combined Measured and Indicated mineral resource at 39% Fe content and an additional 1,490 Mt of Inferred resource at 30% Fe content.

...

http://www.mineweb.com/mineweb/view/mineweb/en/page43?oid=52…

[Ramses2I]

May 1, 2008

Kazakhmys aims to triple power plant output by 2014

Mining group Kazakhmys aims to triple power output by 2014 at its new Ekibastuz coal-fired power plant, the largest in Kazakhstan, the firm said on Thursday.

Output at Ekibastuz is expected to rise to 27,000 gigawatt hours a year from about 9,000 GWh last year, according to a presentation on the firm's website.

The company, the world's 10th biggest copper producer, said in February it would pay $1.5 billion to buy Ekibastuz and a nearby coalfield that supplies the power station.

...

http://www.reuters.com/article/rbssIndustryMaterialsUtilitie…

[Ramses2I]

7 May 2008

Rumours of ditched takeover hold back ENRC

Renewed strength in the price of metals failed to lift Eurasian Natural Resour-ces Corporation yesterday as market speculation suggested that Kazakhmys was looking to offload its stake in the company.

Last month, the UK Takeover Panel imposed a 16 May "put up or shut up" deadline by when ENRC must either annouce a firm intention to make an offer for Kazakhmys or put it plans for a takeover on the backburner and bide time in the wings for six months. Yesterday's rumours were based on the expectation that no proposal would be forthcoming next week and suggested that Kazakhmys was considering plans to sell its 14.5 per cent stake in ENRC instead.

...

http://www.independent.co.uk/news/business/sharewatch/market…

[Ramses2I]

Antwort auf Beitrag Nr.: 34.052.004 von Ramses2I am 08.05.08 08:07:27

Und London liegt aktuell über 7 Prozent im Plus.

Thu May 8, 2008

Shares in Kazakhmys surged 8.3 percent on Thursday on renewed market talk of bid interest from Eurasian Natural Resources Corp traders said.

"There is a rumour of bid from ENRC being on," a trader said. "They reckon the ENRC will come out with a bid for Kazakhmys."

...

http://uk.reuters.com/article/hotStocksNews/idUKL08753637200…

[Ramses2I]

Mal sehen wie es mit Kazakhmys und ENRC weiter geht?
Am 16. Mai wissen wir auf alle Fälle mehr als heute.

[Ramses2I]

May 12, 2008

Low ENRC bid for Kazakhmys was tactic-analysts

"ENRC may be trying to demonstrate that the market price of Kazakhmys would have been much lower than the current price had KAZ's share price not been supported by ENRC bid expectations."

ENRC could not have expected Kazakhmys to accept the bid, which valued the firm at 1,550 pence per share, well below the firm's share price, analysts said.

...

http://www.reuters.com/article/rbssIndustryMaterialsUtilitie…

[Ramses2I]

Antwort auf Beitrag Nr.: 34.076.885 von Ramses2I am 12.05.08 18:34:09

1,550 pence per share,

[Ramses2I]

13 May 2008

Eurasian Natural Resources Corporation PLC
Statement regarding Kazakhmys plc ('Kazakhmys')

On 12 March 2008, Eurasian Natural Resources Corporation PLC ('ENRC', or together with its subsidiaries, 'the Group') announced that it was at the early stages of evaluating a potential combination of its business with that of Kazakhmys.

Following a detailed evaluation of the potential combination, the Board of ENRC, while concluding that the enlarged group would have certain strategic and financial merits, has decided not to make an offer for Kazakhmys at the current time.

Given ENRC's scale and diversity the Board continues to appraise a number of opportunities to create further value for its shareholders, involving both investments in the existing businesses as well as mergers and acquisitions. To this end the Group recently announced a number of financially disciplined acquisitions, in Russia, Brazil and the People's Republic of China, expanding its geographical presence in its core commodities.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

20 May 2008

Credit Suisse powers Kazakhmys to record high

A new note from Credit Suisse took Kazakhmys to a record high of 1,966p yesterday.

The broker raised its target price for the stock to 2,700p, citing the added value borne by the company's foray into power generation, and by its stake in Eurasian Natural Resources Corporation, its FTSE 100-listed compatriot.

...

http://www.independent.co.uk/news/business/sharewatch/market…

[Ramses2I]

30 May 2008

KAZAKHMYS PLC COMPLETES ACQUISITION OF EKIBASTUZ POWER PLANT

Kazakhmys PLC ("Kazakhmys", "Group") announces that it has today completed the acquisition ("acquisition") of the Ekibastuz coal-fired power plant, and the Maikuben West coal mine in Kazakhstan, the largest power plant in Kazakhstan.

...

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

06.03.08

Kazakhmys says no quick decision to be made on 14.6 percent stake in ENRC

Kazakhmys Plc. said no quick decision will be made regarding its 14.6 percent stake in Eurasian Natural Resources Corp. Plc.

The comments were in response to market speculation that Kazakhmys, the largest copper producer in Kazakhstan, may sell its stake in ENRC when a lock-up period expires on June 6.

...

http://www.forbes.com/afxnewslimited/feeds/afx/2008/06/03/af…

[Ramses2I]

Kazakhmys PLC to acquire further 7.7% stake in ENRC PLC from the Government of Kazakhstan

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

ENRC against Kazakhmys board seat

http://www.mineweb.com/mineweb/view/mineweb/en/page504?oid=5…

[Ramses2I]

Dem Kurs wird es sicher nicht auf die Sprünge helfen:

28.08.2008 12:29

Kazakhmys meldet Gewinnrückgang im ersten Halbjahr

http://www.finanznachrichten.de/nachrichten-2008-08/artikel-…


6 Monatsverlaufschart UK

[Ramses2I]

Noch ein paar Prozente müssen bei Kazakhmys fallen und ich lege mich nach günstigen Shares wieder auf die Lauer.

[Ramses2I]

Antwort auf Beitrag Nr.: 34.960.914 von Ramses2I am 03.09.08 12:22:32

Also mehr wie €uro 13,00 zahle ich aktuell nicht.
Denke mal das ich bei €uro 12,00 zuschlagen werde.

[Ramses2I]

Antwort auf Beitrag Nr.: 34.965.428 von Ramses2I am 03.09.08 17:05:48

Also bei €uro 10,00 kann ich mich wirklich nicht mehr zurück halten...dann muss ich einfach kaufen

[Ramses2I]

6 Monatsverlaufschart München

[Ramses2I]

Mal sehen wie weit es hier noch gehen kann.

Mining Companies Fall on Concern Funds to Dump Stocks

"There are also market rumors on expectations of significant hedge fund redemptions. Technical issues are forcing funds to sell stocks.''

New York-based Ospraie Management LLC, the investment firm run by Dwight Anderson, said Sept. 3 that it would close its biggest hedge fund after slumping 38.6 percent this year because of bad bets on commodity stocks. Losses at Ospraie, once the largest commodity hedge fund firm, underscore that even experienced managers may be caught off-guard.

...

http://www.bloomberg.com/apps/news?pid=20601085&sid=a0JEZziX…

[Ramses2I]

07 Oct 2008



Kazakhmys has signed a memorandum of understanding with a state firm to share Kazakhmys’ Ekibastuz power station and to gain access to more coal.

Kazakh mining group Kazakhmys Plc may form a joint venture with a state firm for its power division, which would give it access to more coal supplies, the firm said on Tuesday.

The company has signed a memorandum of understanding with Samruk-Energy JSC to share ownership of Kazakhmys' power unit, which owns Ekibastuz power station, the largest power generator in the country.

"Such a partnership would be expected to bring benefits of access to additional coal resources and greater integration with Kazakhstan's energy development and transmission programmes," a statement said.

...

http://www.mineweb.com/mineweb/view/mineweb/en/page504?oid=7…

[RLH]

Tja, Ramses21, du bist hier der letzte, der das Lichtlein am Leuchten hält.
Ich habe mir im Mai 1100 Stück für 18,46 gekauft. Naja, du weisst ja wo der Kurs jetzt steht. Wird vermutlich eine Zeitlang dauern, bis die Nachfrage nach kupfer wieder mal steigt. Das Beruhugende ist: Sie wird wieder mal steigen. Da ich das Geld in nächster Zeit nicht brauche, kann ich es eher sportlich sehen, und zuschauen, wie es von 2,93 auf 29,30 steigt.
Cheers
RLH

[Ramses2I]

Antwort auf Beitrag Nr.: 35.701.797 von RLH am 26.10.08 18:52:20

Da ich das Geld in nächster Zeit nicht brauche, kann ich es eher sportlich sehen, und zuschauen, wie es von 2,93 auf 29,30 steigt.

Dann lass uns zusammen warten.
Habe selber vor kurzem bei €uro 3,00 und 4,00 zugekauft.

[Ramses2I]

Astana 28.10.08

Kazakhmys bestätigt Produktionsziele

Der kasachische Kupferproduzent Kazakhmys sagte heute, dass die Produktion des Unternehmens in etwa auf dem Vorjahresniveau stagnieren werde, trotzdem in einigen Produktionsstätten der Betrieb unterbrochen wurde. Auch im nächsten Jahr soll die Produktion auf dem Niveau von 2007 bleiben. Im vergangenen Jahr produzierte die Kazakhmys 341.000 Tonnen Kupfer.

...

http://www.ad-hoc-news.de/Kazakhmys-besttigt-Produktionsziel…

[Ramses2I]

Kazakhmys Boosts Stake In ENRC To 26%

London-listed Kazakh miner Kazakhmys PLC this week raised slightly its stake in compatriot Eurasian Natural Resources Corp. PLC (ENRC.LN) as share prices fell near historic lows.
Kazakhmys Monday bought about 12.65 million ENRC shares, taking its total stake in the company to 334.82 million shares, or 26%, from 322.18 million shares, according to a regulatory filing released Thursday.

...

http://www.tradingmarkets.com/.site/news/Stock%20News/198215…

[Ramses2I]

Kazakhmys rechnet anscheinend mit weiter fallenden Preisen (oder wie soll man diese Nachricht interpretieren):



Kazakhmys can cope with low copper prices

Kazakh copper miner Kazakhmys said on Friday it could cope with copper prices falling as far as $2,800 per tonne from the current $3,540 without significant layoffs.

Metals and mining companies around the world have come under pressure to cut costs and reduce output due to a global economic slowdown.

"We can probably live with (the price) between $2,800 and $3,200 and avoid any large layoffs," Kazakhmys Chairman Vladimir Kim told a business conference in the Kazakh capital Astana. "Our task is to minimise costs."

...

http://www.mineweb.com/mineweb/view/mineweb/en/page43?oid=73…

[Ramses2I]

Dann wird es wohl bei Kazakhmys noch einwenig nach unten gehen:


04.12.2008 15:02
Goldman Sachs senkt Kazakhmys-Ziel

http://www.finanznachrichten.de/nachrichten-2008-12/12549641…

[Ramses2I]

29 January 2009

Kazakhmys PLC Production Summary for 12 Months and the Fourth Quarter Ended 31 December 2008


Annual copper output ahead of expectations:

340.1 kt of cathode from own material plus 3.5 kt of copper sold in concentrate

Output rose consistently through the year

Benefit of increased equipment availability and production at new mines

By-product output over the full year was generally positive compared to 2007:

Zinc in concentrate production rose 3% to 137.3 kt

Silver production declined by 12% to 16,710 koz

Gold production increased 9% to 123.5 koz

...

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Ist denn niemand mehr in Kazkahmys investiert...also ich freue mich über den Anstieg auf jetzt €uro 4,30
(und über meine Aufstockung bei € 2,50).

[powertecc]

Antwort auf Beitrag Nr.: 36.833.386 von Ramses2I am 24.03.09 11:47:39

Nu ja, ich schau ab und an vorbei und halts Maul trotzdem...

Überlege mir einen Eistieg mit einer Schwächelposi.

Was hälst du von einem Einstieg zu dem Kurs?

[Ramses2I]

Antwort auf Beitrag Nr.: 36.836.617 von powertecc am 24.03.09 17:04:42

Was hälst du von einem Einstieg zu dem Kurs?

Kurzfristig kann es schon wieder nach unten gehen aber langristig gesehen doch eigentlich nur nach oben...oder?!?

[powertecc]

Antwort auf Beitrag Nr.: 36.837.555 von Ramses2I am 24.03.09 18:41:03

Tja, ich überlege immernoch...

um hier einzusteigen müsste ich aus anderen Invests raus, das will gut überlegt sein.

[powertecc]

Hier mal was reinstellen:

Wirtschaftsnews - von heute 11:13
Chilenischer Minister: Kupfer hat Tal durchschritten
Santiago 02.04.09 (www.roshtoffe-go.de) Der chilenische Minister für Minen hat mitgeteilt, dass die Kupferpreise von 1,25 USD je Pfund "Vergangenheit sind". Minister Gonzales sieht vor allem die Zukäufe seitens China dafür verantwortlich. seit dem Tief am 26. Dezember des vergangenen Jahres bei 1,255 USD je Pfund konnten die Kupfernotierungen um 47 Prozent zulegen.
Gleichzeitig sind die Lagerbestände der LME seit Oktober um mehr als das Doppelte auf 499.625 Tonnen gestiegen. So sieht auch ein hoher Vertreter von BHP Billiton den Anstieg darin begründet, dass China weniger Schrott zur Verfügung habe und so vermehrt zukufen musste.
Kupfer hat im ersten Quartal 2009 um 31 Prozent zulegen können und gehört damit zu den besten Performern des RJ/CRB Rohstoffindex.
Der Präsident der Jiangxi Copper sagte, dass die Rohstoffimporte Chinas auch im zweiten Quartal steigen würden


Geliehen aus dem Cardero-Board

:O



powertecc

[powertecc]

Und noch einer.

Kupfer-ETC mit Plus von knapp 30 Prozent
Wer Anfang des Jahres auf Kupfer gesetzt hat, kann sich über üppige Gewinne freuen: Der ETFS Copper von ETF Securities, ein Produkt auf den Kupfer-Future (WKN A0KRJU), legte etwa in den vergangenen drei Monaten um 28,9 Prozent zu und war damit Top-Performer bei den klassischen ETCs. Anlegern war das zuletzt nicht verborgen geblieben: In der vergangenen Woche verzeichnete der ETFS Copper mit 5 Millionen US-Dollar den höchsten Zulauf bei den Industriemetallen.

Laut Gabor Vogel, Analyst bei der DZ Bank, ist die positive Entwicklung des Kupferpreises aber nicht unbedingt fortzuschreiben. Die Chinesen hätten die nach dem heftigen Einbruch 2008 niedrigen Preise für Zukäufe genutzt. Damit sei jetzt aber eher Schluss.


Aus der Homepage Börse FFM

[powertecc]

Dazu möchte ich ein Zitat des Mitusers pennyjoe nennen:

und warum stand vor ca 2 wochen in irgendeinem fachartikel, dass china für das 2. quartal 3 mal soviel kupfer kaufen will, wie normal?

china hat z.z. nur eine sorge - wie kann ich aus dem dollar raus ohne ihn niederzuknüppeln und daher kaufen sie auch weiterhin auf diesem niveau kupfer soviel sie kriegen können

[Ramses2I]

Antwort auf Beitrag Nr.: 36.850.986 von powertecc am 26.03.09 10:18:22

Tja, ich überlege immernoch...

Na hoffentlich nicht zu lange...die Aktie hat nun wieder den Vorwärtsgang eingelegt.

[powertecc]

Antwort auf Beitrag Nr.: 36.915.357 von Ramses2I am 03.04.09 15:23:57

So lange hab ich dann doch nicht überlegt. Bin knapp 30% im Plus zurzeit.

[Ramses2I]

Antwort auf Beitrag Nr.: 36.915.522 von powertecc am 03.04.09 15:40:56

Bin knapp 30% im Plus zurzeit.

Gut gemacht Powertecc!

[Ramses2I]

7. April 2009

Alles Stahl
Was aus dem Rohstoff wird

http://www.welt.de/wirtschaft/article3520135/Alles-Stahl.htm…

[Ramses2I]

Wettlauf um Rohstoffe
China und Japan horten Industriemetalle

http://www.ftd.de/boersen_maerkte/aktien/anleihen_devisen/:W…

[powertecc]

Nun ja, die Aktie geht gut...

und hier is nixx los, außer dem Ramses.

Scheint keiner gemerktzu haben, dass >Cu Zukunft hat.

[Ramses2I]

Antwort auf Beitrag Nr.: 36.967.361 von powertecc am 14.04.09 19:54:11

Mit Dir Powertec sind es schon zwei.

Ich freue mich über jedes einzelne Prozent, welches bei Kazakhmys dazukommt.
Und wenn die breite Anlegerschaft auf diese Firma aufmerksam wird, ist die Aktie vermutlich wieder zweistellig...

[Ramses2I]

Bei dem aktuellen Kursverlauf kann man sich doch fast nur freuen...oder?

[powertecc]

Kurs:

[Ramses2I]

30 April 2009

Kazakhmys PLC Production Report for the First Quarter Ended 31 March 2009 & Interim Management Statement


Quarterly production of 82 kt copper cathode equivalent from own material:

77 kt of cathode plus 5 kt of cathode equivalent sold as concentrate

Ore output has been reduced to 7.8 million tonnes, a decrease of 13% on the previous quarter, in line with the policy of reducing output for 2009

Cathode output benefited from the processing of previously mined ore

Costs remain in line with previous guidance

...

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Ramses2I]

Antwort auf Beitrag Nr.: 37.070.242 von powertecc am 30.04.09 10:09:37

[powertecc]

Das Teil geht ja ab wie ein Schnitzel


Merkwürdig, dass immernoch so wenige sich hier bei wo dafür interessieren...

Da hat mancher Luschenwert eine 100-fach oder noch höhere Einschaltquote.

Verrückt ist das...

[Ramses2I]

Antwort auf Beitrag Nr.: 37.115.794 von powertecc am 07.05.09 09:47:04

Merkwürdig, dass immernoch so wenige sich hier bei wo dafür interessieren...

Dies muss für die bereits investierten Anleger kein Nachteil sein.

[Ramses2I]

Wenn man sich überlegt was alleine der Anteil von Kazakhmys an Eurasian (26 %) an Wert dastellt, hat Kazakhmys noch einiges an Luft nach oben. Mit der erforderlichen Ausdauer sind da sicherlich noch höhere Kurse wie die aktuellen zu schaffen.

[powertecc]

Antwort auf Beitrag Nr.: 37.122.100 von Ramses2I am 07.05.09 18:20:50

Jo, denke ich auch.

Wenn der CU-Preis mitspielt, sowieso.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.126.170 von powertecc am 08.05.09 08:49:52

Wenn der Kurs so schön weiterläuft, werden wir die € 10,00 nicht Ende des Jahres sondern bereits in der ersten Jahreshälfte erreichen.

[thanee]

Antwort auf Beitrag Nr.: 37.129.937 von Ramses2I am 08.05.09 15:07:04

ich denke da sind weitaus mehr als 10€ drin. die Aktie wird ja in erster Linie in London gehandelt und dort sitzen die Oligarchen, die den Osteuropäischen Markt fest im Griff haben. Die haben sich von der Schockwelle erholt und springen wieder in die Rohstoffe.

[powertecc]

Tja so...

war ja ne erfolgreiche Woche!

Ich bin gespannt, ob das Ding in dem Tempo weiterrennt, oder obs mal ne kONSOLIDIERUNG GIBT:

Wäre schön, wenn alle Aktien, die ich habe, so laufen würden...

In dem Sinn noch einen schönen Sonntagabend.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.140.177 von powertecc am 10.05.09 20:19:55

oder obs mal ne kONSOLIDIERUNG GIBT:

Die haben wir heute wohl schon.

[powertecc]

Antwort auf Beitrag Nr.: 37.146.250 von Ramses2I am 11.05.09 17:41:23

Joha, aber saftig!

[powertecc]

Am Freitag hatte ich die ersten 100% Gewinn und hab meinen Einsatz rausgenommen. Die Gewinne lasse ich

so lang laufen wie ein Transatlantikkabel!

Das wird noch ein Fest!

[Ramses2I]

Antwort auf Beitrag Nr.: 37.147.355 von powertecc am 11.05.09 19:24:09

Dann mal viel Erfolg mit den nächsten 100 Prozent.

[schlumpftrader]

hallo,

kennt von euch vielleicht jemand einen link, wo man die entwicklung des kupferpreises verfolgen kann?

und was sagt ihr zum aktuellen preis von kazakhmys? ein hoher einstiegspreis, oder?

bye

schlumpftrader

[JH_]

Antwort auf Beitrag Nr.: 37.150.874 von schlumpftrader am 12.05.09 09:30:36

http://www.westmetall.com/de/markdaten.php

http://isht.comdirect.de/html/detail/main.html?sSym=I1:G30\…

http://www.finanzen.net/rohstoffe/rohstoffe_realtime.asp

[powertecc]

Antwort auf Beitrag Nr.: 37.150.874 von schlumpftrader am 12.05.09 09:30:36

Und:

http://www.ebuero.de/lp/li08/livetesten4.jsp?lig=7HTXrA-zrfx…

[powertecc]

Antwort auf Beitrag Nr.: 37.150.874 von schlumpftrader am 12.05.09 09:30:36

Oh, Tschuldigung:

http://www.finanznachrichten.de/nachrichten-2009-05/13881328…

[schlumpftrader]

vielen dank für die links.

wie lange wird die kupfer-rally und somit auch ein titel wie der von kasakhmys weiterlaufen?

[Ramses2I]

Antwort auf Beitrag Nr.: 37.152.253 von schlumpftrader am 12.05.09 11:31:49

wie lange wird die kupfer-rally und somit auch ein titel wie der von kasakhmys weiterlaufen?

Dies wird Dir nur deine eigene persönliche Glaskugel mitteilen können. Eigene Recherche und entsprechende Meinungsbildung ist durch nichts zu ersetzen.

[powertecc]

Dumdiddldum...

Was nich aufmerken lässt, ist der AUSSERORDENTLICH geringe Umsatz heuer.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.156.893 von powertecc am 12.05.09 17:54:23

Haben sich halt viele die Finger verbrannt Ende des letzten Jahres und müssen aktuell die Wunden noch lecken.

[powertecc]

Ich meinete das Volumen gestern: Knapp 240 000
im Vergleich zum Dreimonatsdurchschnitt: über 4 000 000

Man wartet ab im Moment.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.160.782 von powertecc am 13.05.09 07:55:15

Bei steigenden Kursen kaufen die Anleger einfach lieber in eine Aktie rein als bei fallenden...geht es Dir da etwa anderst?

[powertecc]

Antwort auf Beitrag Nr.: 37.160.870 von Ramses2I am 13.05.09 08:17:58

Greif nie in ein fallendes Messer, da hast du schon recht.

Volumen kommt rein jetzt, aber der Zug fährt in die andere Richtung.

Könnte noch weiter runter gehen.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.163.609 von powertecc am 13.05.09 13:11:48

aber der Zug fährt in die andere Richtung.

Und heute hält sich Kazakhmys ganz wacker.
Nach den steilen Anstieg der letzten Wochen war eine Korrektur auch mehr als nötig.

[powertecc]

Antwort auf Beitrag Nr.: 37.177.926 von Ramses2I am 14.05.09 18:47:42

Ist recht so! Schließlich wolln wir Geld verdienen. Allerdings trau ich dem Braten noch nicht so recht. Von mir aus könnten wir aber steil durch die Zehn gehn.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.178.517 von powertecc am 14.05.09 19:52:28

Von mir aus könnten wir aber steil durch die Zehn gehn.

Willst wohl bei 10,00 €uronen schon verkaufen...oder?

[powertecc]

Antwort auf Beitrag Nr.: 37.184.974 von Ramses2I am 15.05.09 15:11:02

Nö nö, ni x verkaufe bei 10

Hab meinen Einsatz schon rausgenomme...

verkaufe dann bei durch die Decke.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.186.766 von powertecc am 15.05.09 17:47:18

verkaufe dann bei durch die Decke.

[thanee]

Antwort auf Beitrag Nr.: 37.191.245 von Ramses2I am 16.05.09 15:01:21

aber die decke ist hoch bei dem bedarf den allein china in den nächsten jahren haben wird.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.209.252 von thanee am 19.05.09 15:43:21

Jeep.

[thanee]

Antwort auf Beitrag Nr.: 37.211.213 von Ramses2I am 19.05.09 18:34:09

und wieder die 8 € überschritten!!!!

[powertecc]

Mahlzeit alle.

Mal ein kleines Leckerli für zwischendurch:

22.05.2009 11:54
Goldman Sachs hebt Kazakhmys von 'Neutral' auf 'Buy'
Goldman Sachs hat das Kazakhmys (News) von "Neutral" auf "Buy" hochgestuft und das Kursziel von 282 auf 1.113 Pence angehoben. Falls die chinesische Wirtschaft entsprechend den Erwartungen oder leicht darüber wachse, könnte es zu Kapazitätsengpässen bei Kupfer- und Eisenerzen kommen, schrieb Analyst Peter Mallin-Jones in einer Branchenstudie vom Freitag. Sehr kurzfristig könnten die chinesischen Kupferimporte aber sinken. Sich daraus ergebende Kursschwächen sollten für einen Einstieg genutzt werden.

AFA0035 2009-05-22/11:53

Das Wichtigste hab ich mal gefetttet. Damits so richtig kesselt beim Lesen.

[powertecc]

http://www.smileygarden.de/smilie/Teufel/65.gif

[powertecc]

Antwort auf Beitrag Nr.: 37.242.040 von powertecc am 24.05.09 20:57:55

Och nö...



Abba jetza!

[powertecc]

User Schätzle hier rückt, den Klicks nach zu urteilen, doch laaangsam etwas mehr ins Bewusstsein.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.279.637 von powertecc am 29.05.09 10:57:38

Und wenn ich mir das aktuelle KGV von Kazakhmys betrachte werden die Ersten langsam wieder aussteigen...

[thanee]

Antwort auf Beitrag Nr.: 37.287.087 von Ramses2I am 30.05.09 00:19:37

also ramses, angst entspricht nicht deiner namensgebung als großer Pharao, oder willst du schnell noch günstig rein?
gruß
Nefertari

[Ramses2I]

Antwort auf Beitrag Nr.: 37.288.755 von thanee am 30.05.09 16:41:44

Ich bin bereits günstig investiert...und zwar unter anderem seit dem Herbst 2008!

[thanee]

Antwort auf Beitrag Nr.: 37.289.753 von Ramses2I am 31.05.09 01:17:25

wow, jetzt erstmals die 9€ geknackt, da wird einem ja schwindelig bei dem anstieg.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.378.784 von thanee am 12.06.09 10:29:55

Ich persönlich mag es ja schwindelig.
Nach dem steilen Anstieg würde allerdings eine Ruhepause bestimmt sehr gut tun.

[Ramses2I]

10-Jun-2009
Kazakhstan's Kazakhmys puts zinc plant on hold

http://www.londonstockexchange.com/exchange/prices-and-news/…

[powertecc]

Antwort auf Beitrag Nr.: 37.389.699 von Ramses2I am 14.06.09 19:16:08

Guten Morgen!

Dass die Meldung noch kurswirksam wird, glaube ich nicht, da sie schon vom 10. Juni datiert. Müsste eingepreist sein.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.391.186 von powertecc am 15.06.09 08:38:06

Bei den Ausschlägen die wir aktuell bei vielen Aktien sehen ist der Grund hierfür im Prinzip fast schon egal.
Wichtig ist nur, dass die Geschäfte erfolgreich laufen und man die Nerven behält.

[powertecc]

Nun ja, Konsolidierung schön und gut...

[powertecc]

Nu ja, vielleicht haben wir ja den Boden hier.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.452.779 von powertecc am 23.06.09 20:43:33

Am Jahresende wird die Aktie mit großer Wahrscheinlichkeit wieder zweistellig sein.

[Ramses2I]

Heute macht Kazakhmys wieder richtig Spass...oder etwa nicht?

[powertecc]

Antwort auf Beitrag Nr.: 37.580.279 von Ramses2I am 15.07.09 20:04:32

Die hüpfenden Smileys... nett!

Hast du deine Griffel bei Nevada Copper drin?

[Ramses2I]

Antwort auf Beitrag Nr.: 37.594.706 von powertecc am 17.07.09 16:29:36

Hast du deine Griffel bei Nevada Copper drin?

Derzeit nicht...aber der Chartverlauf gefällt mir sehr gut.
Kannst ja mal ein paar Gründe für einen Neueinstieg nennen.
Gerne natürlich im Nevada Thread.

[powertecc]

Antwort auf Beitrag Nr.: 37.598.651 von Ramses2I am 18.07.09 11:42:25

Mal reinziehn:

http://www.nevadacopper.com/s/Resources.asp?ReportID=350706


und


http://www.nevadacopper.com/s/NewsReleases.asp?ReportID=3559…


Ich hab bereits 350% gemacht mit dem Ding. Ich hoffe, das geht so weiter.

[powertecc]

Antwort auf Beitrag Nr.: 37.598.651 von Ramses2I am 18.07.09 11:42:25

Ich dachte, du wärest evtl. schon drin, weil du ein Kupferfreak sein könntest.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.602.253 von powertecc am 19.07.09 18:31:26

weil du ein Kupferfreak sein könntest.

Ich bin ein Kupferfreak...aber man muss auch auf eine ausgewogene Aufteilung der Investments achten.
Wenn man nur kleine Explorer im Portfolio hat, hat man ganz schnell ein großes Minus im Depot.

[powertecc]

Antwort auf Beitrag Nr.: 37.602.844 von Ramses2I am 19.07.09 22:15:43

hat man ganz schnell ein großes Minus im Depot.

So ist dem. Wenn dir das Risiko zu hoch ist, lass es.

Aber wem sag ich das... kennst dich ja selber aus.

[Ramses2I]

Für den Fall, dass jemand bei dem steilen Anstieg aktuell kalte Füsse bekommt und verkaufen möchte zur Information:


21.07.2009
Kupferpreis dürfte mittelfristig stark korrigieren

http://www.aktiencheck.de/artikel/analysen-Marktberichte-194…

Meine Shares von Kazakhmys gebe ich aber nicht her...noch nicht.

[powertecc]

Und zack!

Schießt das Ding mal eben über die 800.

[powertecc]

Ds Volumen ist schon nett...

über 4,4 Megashares sind übern Tresen.

Mehr als das Sechsfache des Dreimonatsdurchschnitts.

[powertecc]

21.07.2009
Commerzbank Corp. & Markets

Frankfurt (aktiencheck.de AG) - Laut International Copper Study Group (ICSG) bestand in den ersten vier Monaten des laufenden Jahres am Markt für raffinierten Kupfer ein Defizit von 37 Tsd. Tonnen, obwohl bis März noch ein Überschuss von 85 Tsd. Tonnen bestanden hatte, so die Analysten von Commerzbank Corporates & Markets.

Das Marktdefizit von 122 Tsd. Tonnen im April dürfte maßgeblich auf die Reservekäufe in China zurückzuführen sein. Denn während die Produktion nur minimal auf 1,491 Mio. Tonnen zurückgegangen sei, sei der Verbrauch um 71 Tsd. auf 1,612 Mio. Tonnen angestiegen. Mit dem von den Analysten erwarteten Ende der strategischen Reservekäufe dürfte ein wichtiger Pfeiler der Nachfrage entfallen. Von daher dürfen die ICSG-Zahlen nicht als Indiz für eine angespannte Angebots-/Nachfragesituation bei Kupfer interpretiert werden.

Für eine Verengung könnte aber der gemeldete Rückgang der Verarbeitungsgebühren in Japan sprechen. Mitsubishi Materials und BHP Billiton hätten sich bei der halbjährlichen Anpassung auf eine Senkung der Verarbeitungsgebühr um mehr als 30% geeinigt. Niedrigere Verarbeitungsgebühren könnten auf eine geringere Verfügbarkeit von Kupferkonzentrat hindeuten, zumal die Nachfrage jetzt durch die Konjunkturprogramme unterstützt werde. Dies gepaart mit einem Konjunkturoptimismus und der Schwäche des US-Dollar stütze zwar kurzfristig den Kupferpreis. Mittelfristig dürfte der Kupferpreis stark korrigieren. (21.07.2009/ac/a/m)

Mal kommentieren, was mich an dem Artikel stört:

1. Was ist mit den Ländern außer China? brauchen die kein Kupfer, vor allem, wenn die Konunktur wieder anspringt?

2. Fettgedrucktes scheit mir logisch nicht koheränt. Ist für mich nur Geschwafel.

powertecc

[powertecc]

Aus dem Nevoro-Thread von dontoto geliehen:

RBS erwartet 2011 engen Kupfermarkt

London 20.07.09 (www.rohstoffe-go.de) Die Analysten der Royal Bank of Scotland gehen davon aus, dass die Kupferproduktion in den weltweiten Minen ab 2011 nicht mehr die Nachfrage befriedigen kann.

In ihre Analyse schreiben die Analysten der Royal Bank of Scotland, dass man lange darauf hingewiesen habe, dass der letzte Bullenmarkt von Angebot und Nachfrage getrieben wurde. Viele der Faktoren die den Preis getrieben haben, existieren aber heute immer noch oder wurden durch die Rezession verschlimmert.

Dabei sehen die Analysten die Probleme vor allem bei den Produktion in den Minen. Man geht davon aus, dass eine jährliche Kapazität von 500.000 Tonnen im Zuge der Rezession aufgegeben wurde. Zwar sei im Verhältnis zu den Aluminium- und Nickelminen, von denen 20 Prozent geschlossen wurden, mit drei Prozent nur relativ wenige ausgefallen. Dies zeige aber auch, dass nur noch vergleichsweise wenig Wachstumspotential bestehe.

Quelle: Rohstoffe-Go, Autor: (cs

[powertecc]

Mal wieder ne Kurskorrektur fällig.

[thanee]

Antwort auf Beitrag Nr.: 37.662.866 von powertecc am 28.07.09 17:58:00

scheint nicht so. hab jedenfalls einen teil gesichert.

[powertecc]

Antwort auf Beitrag Nr.: 37.685.820 von thanee am 31.07.09 12:18:18

Jo, scheint nicht so.

Starke Performanz!

Das Ding soll hin, wos hin gehört:

Durch die Decke!

[thanee]

Antwort auf Beitrag Nr.: 37.687.197 von powertecc am 31.07.09 15:04:35

wusste nicht, dass man so schnell reich werden kann

[Ramses2I]

Antwort auf Beitrag Nr.: 37.687.197 von powertecc am 31.07.09 15:04:35

Das Ding soll hin, wos hin gehört:

Durch die Decke!

[Ramses2I]

19.08.2009
Eurasian Natural Resources meldet Gewinnrückgang im ersten Halbjahr

http://www.aktiencheck.de/artikel/news-Ausland-1953840.html

[local hero 3]

Antwort auf Beitrag Nr.: 37.812.057 von Ramses2I am 19.08.09 17:29:17

14.08.2009 12:58
Goldman Sachs hebt Kazakhmys auf 'Conviction Buy List'
Goldman Sachs hat die Titel des britischen Bergbauunternehmens Kazakhmys auf die "Conviction Buy List" gesetzt und das Kursziel von 1.113,00 auf 1.455,00 Pence angehoben. Die jüngsten Wirtschaftsdaten seien besser als erwartet ausgefallen und es sei durchaus möglich, dass das Wachstum für das Jahr 2010 bislang unterschätzt worden sei, schrieb Analyst Peter Mallin-Jones in einer Studie vom Freitag. Seiner Meinung nach wird Kupfer am stärksten auf eine wachsende Nachfrage reagieren. Er passte seine Prognosen für die Metallpreise und infolgedessen auch für die Gewinne in der Minenbranche nach oben an. Mit einer Anlage in Kazakhmys-Papiere könnten Anleger am stärsten von den steigenden Kupferpreisen profitieren, so der Experte.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.815.448 von local hero 3 am 20.08.09 09:34:54

Mit einer Anlage in Kazakhmys-Papiere könnten Anleger am stärsten von den steigenden Kupferpreisen profitieren, so der Experte

Da liegt der Experte aber aktuell schön im Trend...Aktien zu empfehlen die bereits gut gestiegen sind.

[Ramses2I]

NOTICE OF HALF-YEARLY RESULTS FOR THE PERIOD ENDED 30 JUNE 2009

Kazakhmys PLC will announce its half-yearly results for the period ended 30 June 2009 on Thursday 27 August 2009 at 7.00am London time.

http://www.londonstockexchange.com/exchange/prices-and-news/…

[Ramses2I]

Dienstag, 25. August 2009
BDI warnt vor Engpässen bei Rohstoffen

http://de.reuters.com/article/economicsNews/idDEBEE57O089200…

[Ramses2I]

27. August 2009
AKTIEN IM BLICK - Kazakhmys nach Zahlen gefragt

http://de.reuters.com/article/germanyMktRpt/idDELR5861720090…

[Ramses2I]

Wenn der breite Markt erst mal erkennt, dass der 26 % Anteil von Kazakhmys an ENRC derzeit alleine fast 60 % der Marktkapitalsierung von Kazakhmys deckt wird Kazakhmys bestimmt noch weiter steigen.

[Ramses2I]

29. August 2009
Kasachstan - Gedenken an erste sowjetische Atombombenexplosion

http://derstandard.at/fs/1250691533216/Kasachstan-Gedenken-a…

[powertecc]

Astreine Performanz heute wieder.

Da gibts nix zu meckern.

Bin mal gespannt, ob wir vielleicht sogar über die von einem Analysten prognostizierten ca. 1400 pence gehen.

[Ramses2I]

Antwort auf Beitrag Nr.: 37.940.573 von powertecc am 08.09.09 18:36:00

Das kannn ruhig noch ein paar Monate dauern.

[Ramses2I]

23 geschichtsträchtige Bildtafeln
Ausstellungseröffnung zu 100. Jahre Mansfelder Kupfer und Messing GmbH

...

[Ramses2I]

Antwort auf Beitrag Nr.: 37.957.386 von Ramses2I am 10.09.09 20:01:26

Jetzt aber richtig:


23 geschichtsträchtige Bildtafeln
Ausstellungseröffnung zu 100. Jahre Mansfelder Kupfer und Messing GmbH

...


http://www.mz-web.de/servlet/ContentServer?pagename=ksta/pag…

[Ramses2I]

21.09.2009 11:36
Goldman Sachs hebt Ziel für Kazakhmys auf 1.734 Pence - 'Buy'

http://www.finanznachrichten.de/nachrichten-2009-09/14998140…

[Ramses2I]

02.10.09

RBS Global Banking erwartet Kupferpreis von 9.000 USD pro Tonne

http://www.rohstoffe-go.de/rohstoff/rohstoffnews/beitrag/id/…

[Ramses2I]

Kupferpreis auf 13-Monatshoch

http://de.reuters.com/article/marketsNews/idDEBEE59P0EX20091…

Wenn dies kein Grund zur Freude ist...und der wieder steigende Aktienkurs von Kazakhmys.

[Ramses2I]

Ich überlege derzeit, bis wohin der Kurs von Kazakhmys kurz- wie auch mittelfristig noch steigen kann.
Wenn ich doch nur eine Glaskugel hätte...

[powertecc]

Antwort auf Beitrag Nr.: 38.421.014 von Ramses2I am 19.11.09 18:16:19

Mein Kursziel mittelfristig sind 20 Euronen; wenn der Kupferpreis mitspielt. Mit mittelfristig meine ich 6-12 Monate.

[Ramses2I]

Antwort auf Beitrag Nr.: 38.434.585 von powertecc am 22.11.09 21:44:47

Meiner Meinung nach, werden dieses Kursziel viele Investoren auf ihrem Radar haben und entsprechend schwer wird dieses zu erreichen sein.

[Ramses2I]

Kupferpreis auf 14-Monats-Hoch

http://www.n-tv.de/wirtschaft/marktberichte/Gold-und-Oel-teu…

[Ramses2I]

Da trauen sich die Goldmänner aber was zu...wo die Aktie bereits so steil gestiegen ist.


02.12.2009 12:26

Goldman Sachs erhöht Ziel für Kazakhmys auf 1.983 Pence - 'Buy'


http://www.finanznachrichten.de/nachrichten-2009-12/15609359…

[Ramses2I]

Ich wusste überhaupt nicht, dass es in der Lausitz Kupfer gibt:


Montag, 7. Dezember 2009 07:04

Unternehmen bohrt nach Kupfer in der Lausitz

http://www.morgenpost.de/printarchiv/brandenburg/article1219…

[Ramses2I]

Thu Dec 10, 2009
Kazakhmys to invest $5 bln in copper production, refining

http://in.reuters.com/article/rbssIndustryMaterialsUtilities…

[Ramses2I]

Von mir aus kann der Kupferpreis sehr gerne weiter steigen.

Montag, 28. Dezember 2009

Preisgefälle beim Kupfer

In Schanghai stieg der Kupfer-Preis zeitweise auf 58.890 Yuan (8.624 Dollar) je Tonne.

...

http://www.n-tv.de/wirtschaft/marktberichte/Kaelte-treibt-de…

[Ramses2I]

Der unten stehende Bericht im Handelsblatt Blog zeigt meiner Meinung schön, dass die Firma Kazakhmys langsam aber sicher in das Blickfeld der breiten Öffentlichkeit gelangt.

30. Dezember 2009
China, Rohstoffe, Weltwirtschaft

In China spielt die Musik

http://blog.handelsblatt.com/handelsblog/2009/12/30/in-china…

[Ramses2I]

Jetzt ratet mal wer die beste Performance im Stoxx 600 hatte im Jahre 2009...

http://www.nzz.ch/nachrichten/wirtschaft/aktuell/stockmarket…

[Ramses2I]

Bin jetzt erst mal raus und warte auf einen ordentlichen Rücksetzer.

[thanee]

Antwort auf Beitrag Nr.: 38.720.544 von Ramses2I am 12.01.10 19:12:18

z. zt. dürfte die Tragödie in Chile Kazakhmys von Vorteil sein

[Ramses2I]

Antwort auf Beitrag Nr.: 39.041.421 von thanee am 02.03.10 15:04:06

Schaden sollte es zumindestens nicht. Kazakhmys hat ein gutes Managemant und wird sicher auch in der Zukunft erfolgreich sein.

4 March 2010
KAZAKHMYS PLC TRADING UPDATE FOR THE YEAR ENDED 31 DECEMBER 2009

http://www.londonstockexchange.com/exchange/prices-and-news/…

[thanee]

So, nach den Vorgaben Chinas dürfte der Rostoffhunger wieder so langsam in Fahrt kommen.

[Veterinaer]

Antwort auf Beitrag Nr.: 39.860.679 von thanee am 22.07.10 12:59:14

Welche Vorgaben aus China? Quellen bitte und keine Behauptungen!

[local hero 3]

Antwort auf Beitrag Nr.: 39.865.163 von Veterinaer am 23.07.10 07:38:24

Wieso profitiert Kazkahmys eigentlich nicht an der derzeitigen Silber-Euphorie?

Ist der Anteil an Silber im Verhältnis zum übrigen Umsatz zu gering?