Moly Mines - Entstehung eines der weltweit größten Molybdänproduzenten (Seite 916)
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Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,8250 | +25,00 | |
| 0,8906 | +20,35 | |
| 5,6500 | +12,55 | |
| 0,6650 | +9,02 | |
| 1,2500 | +8,70 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7982 | -8,25 | |
| 97,50 | -9,13 | |
| 1,0780 | -9,41 | |
| 12,460 | -16,06 | |
| 0,6600 | -24,57 |
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Ich hoffe die Einkaufstour in CAN ist bald abgeschlossen. Wird Zeit, dass mal stetig Bewegung in den Kurs kommt, nicht immer dieses Hin&Her nur um noch das ein oder andere K abzugreifen.
Grad´ wieder schön 100K aus dem ASK!
Grad´ wieder schön 100K aus dem ASK!
China Craves Molybdenum
By Ian Mathias
05/28/09 Baltimore, Maryland
“For the first time in years, the Chinese have become net importers of molybdenum,” reports Chris Mayer in his latest Special Situations alert. Moly, if you are unfamiliar, is a lynchpin of the energy complex. It’s a vital resource for oil pipelines, nuclear reactors and fuel refiners. Above all, moly is used to strengthen steel.
“China recently became a net importer of moly because its mines are too costly to run profitably at current low moly prices. Various estimates put about half of China’s moly production at costs north of $13 a pound. The current moly price is only $8 and change — down from $30-plus last year, mainly as energy markets softened. So there have been a lot of shutdowns in China, as Chinese producers can’t make any money.
“China is the world’s largest producer of steel, by far. No one’s even close. China produces nearly 40% of the world’s steel. It makes twice as much steel as the No. 2 guy, the European Union. Much of that steel will need moly.
“Therefore, any rebound in moly is bound up in the China growth story. In fact, over the past five years, Chinese demand for moly has grown 27% annually, compared with only 4% globally. China alone now makes up 25% of the global demand for moly — about 110 million pounds.”
Thus, if you believe in the China boom, concludes Chris, “molybdenum is a winner, albeit one that is temporarily resting, like a basketball player taking a breather before he steps back on the court. All the elements that pushed moly to $30-plus per pound in the first place are still in place for yet another run at three sawbucks or better. Molybdenum is cheap at $8 per pound.”
“Despite this year’s slowdown, we continue to believe strongly in the Asia story,” adds our colleague Frank Holmes, just back from a trip to Singapore. “Rapid urbanization, an expanding middle class and government policies that promote prosperity are among the factors that we see as driving future growth in that region.
“China’s spending to build out its infrastructure has gotten a lot of attention, but that emphasis is a key government initiative in many Asian countries. Construction cranes are a common sight in Singapore, where the government has committed to spending more than $40 billion over the next three years on new roads, public housing and other infrastructure projects
“One of the biggest projects now under way in Singapore is the Marina Bay Sands hotel and casino, which I could see from my hotel window. Look at all of the cranes:
“This will be the country’s first casino, following a change in its gambling laws last year, and its first step toward its goal of becoming the Monte Carlo of Southeast Asia.
“This construction, which is valued at more than $3.5 billion, is providing jobs for thousands of workers and consuming many thousands of tons of steel, cement and other commodities. Similar work is under way across Asia, and many more projects are in the pipeline.”
http://dailyreckoning.com/china-craves-molybdenum/
By Ian Mathias
05/28/09 Baltimore, Maryland
“For the first time in years, the Chinese have become net importers of molybdenum,” reports Chris Mayer in his latest Special Situations alert. Moly, if you are unfamiliar, is a lynchpin of the energy complex. It’s a vital resource for oil pipelines, nuclear reactors and fuel refiners. Above all, moly is used to strengthen steel.
“China recently became a net importer of moly because its mines are too costly to run profitably at current low moly prices. Various estimates put about half of China’s moly production at costs north of $13 a pound. The current moly price is only $8 and change — down from $30-plus last year, mainly as energy markets softened. So there have been a lot of shutdowns in China, as Chinese producers can’t make any money.
“China is the world’s largest producer of steel, by far. No one’s even close. China produces nearly 40% of the world’s steel. It makes twice as much steel as the No. 2 guy, the European Union. Much of that steel will need moly.
“Therefore, any rebound in moly is bound up in the China growth story. In fact, over the past five years, Chinese demand for moly has grown 27% annually, compared with only 4% globally. China alone now makes up 25% of the global demand for moly — about 110 million pounds.”
Thus, if you believe in the China boom, concludes Chris, “molybdenum is a winner, albeit one that is temporarily resting, like a basketball player taking a breather before he steps back on the court. All the elements that pushed moly to $30-plus per pound in the first place are still in place for yet another run at three sawbucks or better. Molybdenum is cheap at $8 per pound.”
“Despite this year’s slowdown, we continue to believe strongly in the Asia story,” adds our colleague Frank Holmes, just back from a trip to Singapore. “Rapid urbanization, an expanding middle class and government policies that promote prosperity are among the factors that we see as driving future growth in that region.
“China’s spending to build out its infrastructure has gotten a lot of attention, but that emphasis is a key government initiative in many Asian countries. Construction cranes are a common sight in Singapore, where the government has committed to spending more than $40 billion over the next three years on new roads, public housing and other infrastructure projects
“One of the biggest projects now under way in Singapore is the Marina Bay Sands hotel and casino, which I could see from my hotel window. Look at all of the cranes:
“This will be the country’s first casino, following a change in its gambling laws last year, and its first step toward its goal of becoming the Monte Carlo of Southeast Asia.
“This construction, which is valued at more than $3.5 billion, is providing jobs for thousands of workers and consuming many thousands of tons of steel, cement and other commodities. Similar work is under way across Asia, and many more projects are in the pipeline.”
http://dailyreckoning.com/china-craves-molybdenum/
Antwort auf Beitrag Nr.: 37.287.074 von Videomart am 30.05.09 00:10:41"Ein brauchbarer"
musste es natürlich heißen, sorry!!!
musste es natürlich heißen, sorry!!!
Antwort auf Beitrag Nr.: 37.285.860 von Smoere1 am 29.05.09 21:12:22Naja, bei Dir kann man die Beiträge zum Thema noch ganz gut zählen!
Eine brauchbare war noch nicht dabei, oder??
Frohe Pfingsten!!
Eine brauchbare war noch nicht dabei, oder??
Frohe Pfingsten!!
Antwort auf Beitrag Nr.: 37.284.535 von Videomart am 29.05.09 18:45:49Nein, nur Leute, die zuviel Schwachsinn von sich geben. 
Trading Spotlight
Antwort auf Beitrag Nr.: 37.282.362 von Smoere1 am 29.05.09 15:31:51Wohl zuviel Smoerebroed mit Rullepoelse gehabt, was???
Antwort auf Beitrag Nr.: 37.277.630 von bolst am 28.05.09 23:42:55Nur, dass der 28.05. halt eben ein Donnerstag war.
Antwort auf Beitrag Nr.: 37.277.609 von direktberater am 28.05.09 23:37:33das kann man als wort zum sonntag so stehen lassen.
Ciao ragazzi.... komme gerade aus einer Banksizung und muss mit Erstaunen lesen,was so ein kopierter Text doch für Aufruhr sorgen kann. Find ich toll!
So! Hin oder her, mit dem Risiko oder irgendwelchen Vergleichen zu anderen Unternehmen. Ich glaube keiner von uns allen ist so arg mit Windpuder gebeutelt, dass er nicht unterscheiden kann, ob Moly Mines risikobehaftet ist, oder nicht. Natürlich ist es so (siehe bolst), aber es hilft doch auch nichts, wenn man in allem den Realismus, die wirtschaftliche Kenntnis oder die Fakten (what ever), vor den Chancen dieses Unternehmens stellt.Und somit blind wird für den Aktienhandel, der auch viel emotionales mit sich bringt! So das war das Wort zum Sonntag. Morgen noch arbeiten und dann ist Pfingsten. Halleluja!!!
Scherz beiseite! Ich freue mich, wenn der Kurs Rücksetzer verbucht, um dann Nachzulegen und wenn man dann wieder Gewinne realisiert, ist das gut so (Siehe bolst, nebenbei Lob von mir). Wir wollen doch Geld verdienen und nicht verlieren. Die Regel Nummer 1 ;-) ist doch: "Verliere niemals Geld!" Und wenn man dies bei Kursen um die 0,12 EUR generiert hat, weil man bei 0,08 EUR eingestiegen ist (abzgl. Abgeltungssteuer, wenn sie zum tragen kommt und/oder jegliche Gebühren). Ich glaube dann hat mann alles richtig gemacht. Ich glaube wir dürfen eine der menschlichsten Bedürfnis nicht übertreiben und das ist die Gier nach mehr! Aber mehr ist immer gut! Aber überlegt!
So long... und gute Nacht! Auf gute Umsätze und steigende Kurse!
ciao direktberater
So! Hin oder her, mit dem Risiko oder irgendwelchen Vergleichen zu anderen Unternehmen. Ich glaube keiner von uns allen ist so arg mit Windpuder gebeutelt, dass er nicht unterscheiden kann, ob Moly Mines risikobehaftet ist, oder nicht. Natürlich ist es so (siehe bolst), aber es hilft doch auch nichts, wenn man in allem den Realismus, die wirtschaftliche Kenntnis oder die Fakten (what ever), vor den Chancen dieses Unternehmens stellt.Und somit blind wird für den Aktienhandel, der auch viel emotionales mit sich bringt! So das war das Wort zum Sonntag. Morgen noch arbeiten und dann ist Pfingsten. Halleluja!!!
Scherz beiseite! Ich freue mich, wenn der Kurs Rücksetzer verbucht, um dann Nachzulegen und wenn man dann wieder Gewinne realisiert, ist das gut so (Siehe bolst, nebenbei Lob von mir). Wir wollen doch Geld verdienen und nicht verlieren. Die Regel Nummer 1 ;-) ist doch: "Verliere niemals Geld!" Und wenn man dies bei Kursen um die 0,12 EUR generiert hat, weil man bei 0,08 EUR eingestiegen ist (abzgl. Abgeltungssteuer, wenn sie zum tragen kommt und/oder jegliche Gebühren). Ich glaube dann hat mann alles richtig gemacht. Ich glaube wir dürfen eine der menschlichsten Bedürfnis nicht übertreiben und das ist die Gier nach mehr! Aber mehr ist immer gut! Aber überlegt!
So long... und gute Nacht! Auf gute Umsätze und steigende Kurse!
ciao direktberater
The TEX Report Topics < Ferro Alloys >
May, 2009 >> 25 (Mon)
Total Output of Molybdenum By 7 Major Mining Companies In Q1 / 09 Decreased By 20%
= Increased Moly Imports By China Had Underpinned Decreased Moly Consumption In Western Countries
The total quantity of molybdenum in molybdenum concentrate produced by seven major molybdenum mining companies of the western world in January - March quarter of 2009 came to 55.90 million lbs., having decreased by approximately 20% compared with that (69.29 million lbs.) in the same quarter of 2008.
According to the contents in settlements of accounts for January - March quarter of 2009 released by these seven companies, the quantities (on Mo content base) of molybdenum in concentrate produced by them in the quarter were as per the table attached hereto. There is a strong view in the market (as Mr. Johm Graell Moore, President of Molymet, said so in Chile) that the total quantity of molybdenum in concentrate to be consumed in the western market for the calendar year (January - December) of 2009 is anticipated to decrease by 30% compared to that for the preceding year of 2008, but a scale of molybdenum production at these mining companies is still not prepared yet to cope with this decrease of molybdenum consumption in 2009.
However, by taking a chance on this fall of molybdenum prices, China has shifted their molybdenum purchases from domestic products to the cargoes to import from overseas countries at discounted prices and, consequently, China imported approximately 7.0 million lbs. (on Mo content base) of molybdenum (mainly molybdenum oxide) from overseas sources (mainly from North, Central and South American countries) in January - March quarter of 2009. A decline of molybdenum production in the western world has been partially diluted by an expansion of molybdenum demand in China and the international oversupply of molybdenum has been rapidly improved from the beginning of May.
According to an information from experts well-experienced in China, the total quantity of molybdenum imported by China in January - March quarter of 2009, including the cargoes as speculated, is supposed to have reached an overwhelmingly larger scale than that recorded in the customs-statistics.
As seen from the table attached hereto, the total quantity of molybdenum in concentrate reduced actually by seven major mining companies of the western world in January - March quarter of 2009 came to 13.4 million lbs. On the other hand, China actually imported 6.85 million lbs. on Mo content base of molybdenum products in the quarter. Therefore, the total quantity of molybdenum as effected to improve the world situation of molybdenum supply is estimated to have reached 20.25 million lbs. Nevertheless, on the assumption that molybdenum consumption in the western world for January - March quarter of 2009 would have decreased by 30% compared to that in the same quarter of 2008, the quantity of molybdenum decreased in consumption for the quarter is thought to be 20.78 million lbs. As far as the global molybdenum situation in January - March quarter of 2009 is concerned, the supply seems to have been balanced in the western world.
Molybdenum is recovered as by-product in copper production and, therefore, this molybdenum production is said to be difficult to cope quickly with a sudden decrease of molybdenum consumption More than 80% of molybdenum to be supplied to the world market is estimated to be produced as by-product in copper production and this fact has been seen from concrete cases in the past years. Accordingly, molybdenum is the metal to be easy to continue its depression for a long period.
When China still continues to import molybdenum, molybdenum will become the second quickest metal to improve the supply situation, following copper. However, the point, having differed from copper, is that China is originally the country to produce molybdenum and continued to exports molybdenum products on a scale of 60 - 70 million lbs. per annum (corresponded to 15 - 20% of molybdenum consumption in the western world) for the last 10 years.
The present situation, which China has faced an excess in imports of molybdenum, has been caused by the following factors ; (1) In order to accord with the policy to preserve natural resources as adopted by the Central Government of China, this Government has enforced the regulations to restrict exports of molybdenum products, and (2) The international price of molybdenum oxide had fallen to a lower level than US$10 per lb. of Mo during November of 2008 to April of 2009 and the economic circumstances were not favorable for molybdenum production in China, having resulted in a loss.
Particularly, in view of the fact that molybdenum prices have turned to rise (the international price of molybdenum oxide has risen to a level of US$9.50 - 10.00 per lb. of Mo) as mentioned in the above (2), it is marked to see how do Chinese molybdenum producers react hereafter to this rise of molybdenum prices (to resume molybdenum production in China). When the international price of molybdenum oxide rises to a level of US$10 - 12 per lb. of Mo, a possibility to resume molybdenum production at idled mines in China is supposed to come up.
If China stops to increase their imports of molybdenum, molybdenum producers in the western world will see a necessity to reduce further their molybdenum production, because the case to reduce molybdenum production by 20% on quarterly base seems to be severe to keep a balance on supply and demand of molybdenum in the world.
last modified : Thu 28 May, 2009 [10:43]
http://www.texreport.co.jp/xenglish/eng-genryou/200905/20090…
May, 2009 >> 25 (Mon)
Total Output of Molybdenum By 7 Major Mining Companies In Q1 / 09 Decreased By 20%
= Increased Moly Imports By China Had Underpinned Decreased Moly Consumption In Western Countries
The total quantity of molybdenum in molybdenum concentrate produced by seven major molybdenum mining companies of the western world in January - March quarter of 2009 came to 55.90 million lbs., having decreased by approximately 20% compared with that (69.29 million lbs.) in the same quarter of 2008.
According to the contents in settlements of accounts for January - March quarter of 2009 released by these seven companies, the quantities (on Mo content base) of molybdenum in concentrate produced by them in the quarter were as per the table attached hereto. There is a strong view in the market (as Mr. Johm Graell Moore, President of Molymet, said so in Chile) that the total quantity of molybdenum in concentrate to be consumed in the western market for the calendar year (January - December) of 2009 is anticipated to decrease by 30% compared to that for the preceding year of 2008, but a scale of molybdenum production at these mining companies is still not prepared yet to cope with this decrease of molybdenum consumption in 2009.
However, by taking a chance on this fall of molybdenum prices, China has shifted their molybdenum purchases from domestic products to the cargoes to import from overseas countries at discounted prices and, consequently, China imported approximately 7.0 million lbs. (on Mo content base) of molybdenum (mainly molybdenum oxide) from overseas sources (mainly from North, Central and South American countries) in January - March quarter of 2009. A decline of molybdenum production in the western world has been partially diluted by an expansion of molybdenum demand in China and the international oversupply of molybdenum has been rapidly improved from the beginning of May.
According to an information from experts well-experienced in China, the total quantity of molybdenum imported by China in January - March quarter of 2009, including the cargoes as speculated, is supposed to have reached an overwhelmingly larger scale than that recorded in the customs-statistics.
As seen from the table attached hereto, the total quantity of molybdenum in concentrate reduced actually by seven major mining companies of the western world in January - March quarter of 2009 came to 13.4 million lbs. On the other hand, China actually imported 6.85 million lbs. on Mo content base of molybdenum products in the quarter. Therefore, the total quantity of molybdenum as effected to improve the world situation of molybdenum supply is estimated to have reached 20.25 million lbs. Nevertheless, on the assumption that molybdenum consumption in the western world for January - March quarter of 2009 would have decreased by 30% compared to that in the same quarter of 2008, the quantity of molybdenum decreased in consumption for the quarter is thought to be 20.78 million lbs. As far as the global molybdenum situation in January - March quarter of 2009 is concerned, the supply seems to have been balanced in the western world.
Molybdenum is recovered as by-product in copper production and, therefore, this molybdenum production is said to be difficult to cope quickly with a sudden decrease of molybdenum consumption More than 80% of molybdenum to be supplied to the world market is estimated to be produced as by-product in copper production and this fact has been seen from concrete cases in the past years. Accordingly, molybdenum is the metal to be easy to continue its depression for a long period.
When China still continues to import molybdenum, molybdenum will become the second quickest metal to improve the supply situation, following copper. However, the point, having differed from copper, is that China is originally the country to produce molybdenum and continued to exports molybdenum products on a scale of 60 - 70 million lbs. per annum (corresponded to 15 - 20% of molybdenum consumption in the western world) for the last 10 years.
The present situation, which China has faced an excess in imports of molybdenum, has been caused by the following factors ; (1) In order to accord with the policy to preserve natural resources as adopted by the Central Government of China, this Government has enforced the regulations to restrict exports of molybdenum products, and (2) The international price of molybdenum oxide had fallen to a lower level than US$10 per lb. of Mo during November of 2008 to April of 2009 and the economic circumstances were not favorable for molybdenum production in China, having resulted in a loss.
Particularly, in view of the fact that molybdenum prices have turned to rise (the international price of molybdenum oxide has risen to a level of US$9.50 - 10.00 per lb. of Mo) as mentioned in the above (2), it is marked to see how do Chinese molybdenum producers react hereafter to this rise of molybdenum prices (to resume molybdenum production in China). When the international price of molybdenum oxide rises to a level of US$10 - 12 per lb. of Mo, a possibility to resume molybdenum production at idled mines in China is supposed to come up.
If China stops to increase their imports of molybdenum, molybdenum producers in the western world will see a necessity to reduce further their molybdenum production, because the case to reduce molybdenum production by 20% on quarterly base seems to be severe to keep a balance on supply and demand of molybdenum in the world.
last modified : Thu 28 May, 2009 [10:43]
http://www.texreport.co.jp/xenglish/eng-genryou/200905/20090…
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