Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 127)
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 227,00 | +28,18 | |
| 285,98 | +19,67 | |
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| 0,6200 | +16,98 | |
| 595,55 | +15,26 |
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|---|---|---|
| 9,2000 | -6,41 | |
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Der hohe Zircon Preis könnte die Parameter des Hauptprojektes auch verbessern.
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Monday, August 29, 2011
Zircon's take-off may be only the beginning of boom
August 29, 2011 (Source: The Australian) -- WORRIED about copper? Frantic about zinc? Then think zircon. Between 2000 and 2007 it tripled to $US900 a tonne. That was only the beginning.
Last week, Iluka Resources (ILU) reported its first-half results showing it received an average $US1450/tonne for zircon. Those results also showed that, by July, the price was above $US2000 per tonne and you hear plenty of talk around the sector that contracts being set at $US3000 are not far away.
In a recent announcement, Alkane Resources (ALK) noted that strong zircon demand, combined with a tightening supply, had fuelled a dramatic increase in prices. Contracted zircon prices from mineral sands companies were $US1700 to $US2000/tonne in the June quarter while spot prices hit $US3200/tonne, it reported.
The demand ranges from ceramics (all those new bathrooms in China) to a bone substitute in human implants (all we geriatrics breaking hips) to the production of zirconium oxychloride (all those chemical processes).
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Monday, August 29, 2011
Zircon's take-off may be only the beginning of boom
August 29, 2011 (Source: The Australian) -- WORRIED about copper? Frantic about zinc? Then think zircon. Between 2000 and 2007 it tripled to $US900 a tonne. That was only the beginning.
Last week, Iluka Resources (ILU) reported its first-half results showing it received an average $US1450/tonne for zircon. Those results also showed that, by July, the price was above $US2000 per tonne and you hear plenty of talk around the sector that contracts being set at $US3000 are not far away.
In a recent announcement, Alkane Resources (ALK) noted that strong zircon demand, combined with a tightening supply, had fuelled a dramatic increase in prices. Contracted zircon prices from mineral sands companies were $US1700 to $US2000/tonne in the June quarter while spot prices hit $US3200/tonne, it reported.
The demand ranges from ceramics (all those new bathrooms in China) to a bone substitute in human implants (all we geriatrics breaking hips) to the production of zirconium oxychloride (all those chemical processes).
Wind turbine-makers should get into mining to secure rare-earths
Wind turbine companies relying on direct-drive models need to get more involved in the rare-earth metals industry if they want to manage price spikes and the scarcity of permanent magnets used in generators, says Gareth Hatch, co-founder of specialist analyst Technology Metals Research.
Hatch says the price of neodymium, the key rare metal used in producing the magnets, has gone up by a factor of ten over the past 12 months, while the magnets have risen from about $40-$50 per kg to $250-300.
Neodymium price rises have been higher outside China, but even in the Asian giant, where supplies are currently mined they have increased sharply since the beginning of February — and magnet prices have also shot up.
Crucially, the availability of magnets has deteriorated, and lead times have gone up from eight to 12 weeks to 20-25, Hatch says.
Availability is a worse problem outside China, with some analysts saying Chinese wind turbine manufacturers such as Goldwind are benefiting from “set aside” policies that protect their supply. “Even these companies are suffering,” says Hatch. “They get access from a capacity point of view but they are not necessarily getting a lower price.”
Hatch says the latest spike in rare-earth prices is partly due to speculation. Some buyers in China are acquiring the material and taking it off the market in the expectation of higher prices ahead. He also points to growing surcharges slapped on to Chinese product by exporters seeking to take advantage of quota restrictions, and a growing “grey market” of non-authorised shipments.
The recent move by Siemens — which has based its latest 3MW and 6MW turbine designs on magnet-hungry direct-drive technology — to form a joint venture with Australian-based rare-earth miner Lynas is a “milestone,” according to Hatch. Siemens will hold a 55% stake in the venture.
“The fact that the leading company with a direct-drive design has decided to go upstream shows just how desperate the situation is,” he says. Hatch notes that Lynas will be the first company to get a rare-earth mine on-stream.
Lynas owns the mining rights at Western Australia’s Mount Weld, which holds one of the world’s richest deposits of rare-earth metals. It is also building a controversial rare-earths processing plant in Malaysia, which will be the world’s largest such facility and the first opened outside China in nearly three decades.
Lynas claims its $230m Malaysian plant — which has been the focus of protests from residents due to radiation fears — will be completed “later this year” but full production is unlikely to commence before late 2012.
Hatch says there are still outstanding questions, such as whether Siemens will make magnets itself or will direct material to a magnet maker through a partnership. Lynas’ mine also does not produce Dysprosium, the other key rare earth in permanent magnets. Dysprosium prices have increased even more than neodymium recently.
However, Hatch recommends that other direct-drive turbine manufacturers also get involved in the rare-earths sector.
He continues to believe rare-earth prices will stabilise in the medium term, as new mining and processing capacity comes into operation outside China. However, Hatch says the turbine industry must “use its clout to affect the outcome of [rare-earth] projects’’, if it wants to avoid volatility. The industry is likely to become the largest end-user constituency for neodymium in the next few years, as more direct-drive models enter large-scale production, he points out.
A number of companies are rolling out new multi-megawatt direct-drive turbines, including Alstom, GE, Nordex, XEMC, Samsung and Hyundai, but not Vestas.
“Given the current situation, with rare-earth prices skyrocketing I am happy we have geared solutions,” Vestas chief executive Ditlev Engel tells Recharge.
Ben Backwell, London
Wind turbine companies relying on direct-drive models need to get more involved in the rare-earth metals industry if they want to manage price spikes and the scarcity of permanent magnets used in generators, says Gareth Hatch, co-founder of specialist analyst Technology Metals Research.
Hatch says the price of neodymium, the key rare metal used in producing the magnets, has gone up by a factor of ten over the past 12 months, while the magnets have risen from about $40-$50 per kg to $250-300.
Neodymium price rises have been higher outside China, but even in the Asian giant, where supplies are currently mined they have increased sharply since the beginning of February — and magnet prices have also shot up.
Crucially, the availability of magnets has deteriorated, and lead times have gone up from eight to 12 weeks to 20-25, Hatch says.
Availability is a worse problem outside China, with some analysts saying Chinese wind turbine manufacturers such as Goldwind are benefiting from “set aside” policies that protect their supply. “Even these companies are suffering,” says Hatch. “They get access from a capacity point of view but they are not necessarily getting a lower price.”
Hatch says the latest spike in rare-earth prices is partly due to speculation. Some buyers in China are acquiring the material and taking it off the market in the expectation of higher prices ahead. He also points to growing surcharges slapped on to Chinese product by exporters seeking to take advantage of quota restrictions, and a growing “grey market” of non-authorised shipments.
The recent move by Siemens — which has based its latest 3MW and 6MW turbine designs on magnet-hungry direct-drive technology — to form a joint venture with Australian-based rare-earth miner Lynas is a “milestone,” according to Hatch. Siemens will hold a 55% stake in the venture.
“The fact that the leading company with a direct-drive design has decided to go upstream shows just how desperate the situation is,” he says. Hatch notes that Lynas will be the first company to get a rare-earth mine on-stream.
Lynas owns the mining rights at Western Australia’s Mount Weld, which holds one of the world’s richest deposits of rare-earth metals. It is also building a controversial rare-earths processing plant in Malaysia, which will be the world’s largest such facility and the first opened outside China in nearly three decades.
Lynas claims its $230m Malaysian plant — which has been the focus of protests from residents due to radiation fears — will be completed “later this year” but full production is unlikely to commence before late 2012.
Hatch says there are still outstanding questions, such as whether Siemens will make magnets itself or will direct material to a magnet maker through a partnership. Lynas’ mine also does not produce Dysprosium, the other key rare earth in permanent magnets. Dysprosium prices have increased even more than neodymium recently.
However, Hatch recommends that other direct-drive turbine manufacturers also get involved in the rare-earths sector.
He continues to believe rare-earth prices will stabilise in the medium term, as new mining and processing capacity comes into operation outside China. However, Hatch says the turbine industry must “use its clout to affect the outcome of [rare-earth] projects’’, if it wants to avoid volatility. The industry is likely to become the largest end-user constituency for neodymium in the next few years, as more direct-drive models enter large-scale production, he points out.
A number of companies are rolling out new multi-megawatt direct-drive turbines, including Alstom, GE, Nordex, XEMC, Samsung and Hyundai, but not Vestas.
“Given the current situation, with rare-earth prices skyrocketing I am happy we have geared solutions,” Vestas chief executive Ditlev Engel tells Recharge.
Ben Backwell, London
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Antwort auf Beitrag Nr.: 42.010.886 von sliceanddice am 27.08.11 15:32:48"zwangsverkauft" ist wohl nicht ganz richtig, denn der verkauf wird jedenfalls dann durchgeführt wenn das schreiben von globe unbeantwortet bleibt. ob alle 374 kleinstaktionäre so agieren bezweifle ich mal - aber es ist auch vorstellbar, dass diese sammelorder ausserbörslich den besitzer wechselt. die zeiten sind ja erstmals vorbei um über capital raisings an grössere mengen zu kommen.
ps: ende des jahres wird der erste teil der performance shares verfallen (bfs nicht fertig) wobei ich an der kreativität von mark diesbezüglich keinen zweifel habe dass er sich das schon wieder irgendwie holen wird.
ps: ende des jahres wird der erste teil der performance shares verfallen (bfs nicht fertig) wobei ich an der kreativität von mark diesbezüglich keinen zweifel habe dass er sich das schon wieder irgendwie holen wird.
Wenn man mal unterstellt, dass die 370 Kleinaktionäre, deren Aktien ab 3.10. zwangsverkauft werden, im Mittel 2000 Aktien halten, wären das 370 x 2000 = 740.000 Shares. Das tägliche Handelsvolumen von Globe liegt im Moment so um gut 100.000 Aktien. Man braucht nicht viel Phantasie um sich vorzustellen, was mit dem Kurs passiert, wenn plötzlich das 7-fache Tagesvolumen unlimitiert (???) auf den Markt kommt. Vielleicht leg ich ab 3 Oktober mal eine Abstauberorder so bei 10 Cent an der ASX rein.
Slice
Slice
Trading Spotlight
Antwort auf Beitrag Nr.: 42.007.162 von Fritz777 am 26.08.11 14:49:35MARKET MAKER SIGNALE
http://www.happyhotstock.de/hotstock-info/know-how/market-ma…
http://www.happyhotstock.de/hotstock-info/know-how/market-ma…
Haben die den kein Telefon?
Gruß Fritz
Gruß Fritz
Antwort auf Beitrag Nr.: 42.000.792 von DIE_GERECHTIGKEIT am 25.08.11 11:58:37Wenn der Kurs in Australien gemacht wird, dann wird ihm das auch kurzfristig nicht viel helfen. Glaube auch eher, dass sich hier Makler verständigt haben.
Antwort auf Beitrag Nr.: 42.000.728 von Reiners am 25.08.11 11:51:04Nichts, worüber man sich Gedanken machen sollte. IMO Vermutlich hat sich nur jemand mit Globe verzockt und möchte sein Depot kurzfristig optisch "tunen"..
11:29:49 Kurs 0,138 Stücke 15 Euro 2
10:01:44 Kurs 0,14 Stücke 20.000 Euro 2.800
08:01:49 Kurs 0,142 Stücke 10 Euro 1
Jetzt ein Handel 15 Stücke zu 2 Euro.
Sind das irgendwelche Signale ?
Bei den Amis gibt es das ja anscheinend auch mit den 100, 200, 300, 400 und 500 Kleintrades.
10:01:44 Kurs 0,14 Stücke 20.000 Euro 2.800
08:01:49 Kurs 0,142 Stücke 10 Euro 1
Jetzt ein Handel 15 Stücke zu 2 Euro.
Sind das irgendwelche Signale ?
Bei den Amis gibt es das ja anscheinend auch mit den 100, 200, 300, 400 und 500 Kleintrades.
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