Think big - think ZINC! Trevali Resources Produzent in 6 Monaten (Seite 401)
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ISIN: CA89531J1093 · WKN: A1H9CE
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7700 | +24,19 | |
| 174,60 | +13,56 | |
| 3,1600 | +13,56 | |
| 42,65 | +12,97 | |
| 1.407,75 | +12,07 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7360 | -8,00 | |
| 0,7700 | -9,41 | |
| 16,680 | -10,32 | |
| 0,5241 | -12,65 | |
| 631,95 | -13,96 |
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Antwort auf Beitrag Nr.: 33.790.925 von Taschenrechner am 02.04.08 17:24:17Wenn der Google Translator richtig arbeitet und ich noch rechnen kann, dann bekommt Atacocha ein KGV von 54 
Geplant:
- TSE Listing im Juli
- Lima Listing im August
- Produktion der Tailings ab August/ September
Neono
Geplant:
- TSE Listing im Juli
- Lima Listing im August
- Produktion der Tailings ab August/ September
Neono
Antwort auf Beitrag Nr.: 33.790.925 von Taschenrechner am 02.04.08 17:24:17solche Firmen sind dort (aber nicht nur dort) begehrt.....
.....die Peruaner wissen, was sie an solchen Minen haben - schließlich ist Peru ein Land mit langer Bergbautradition
.....die Peruaner wissen, was sie an solchen Minen haben - schließlich ist Peru ein Land mit langer Bergbautradition
Antwort auf Beitrag Nr.: 33.780.069 von Neono am 01.04.08 17:37:02
Doppelt nicht: sie wird (m.M.n. locker) dahin
laufen und Stalker sind bei mir wunderbaren
Hygienemodus. (Ich war überrascht, welche
Mk für absolut Vergleichbares an der Börse
Lima aufgerufen sind. Dies hätte auch ein
Optimist nicht erwartet.)
Tasche
Doppelt nicht: sie wird (m.M.n. locker) dahin
laufen und Stalker sind bei mir wunderbaren
Hygienemodus. (Ich war überrascht, welche
Mk für absolut Vergleichbares an der Börse
Lima aufgerufen sind. Dies hätte auch ein
Optimist nicht erwartet.)
Tasche
Antwort auf Beitrag Nr.: 33.788.223 von Neono am 02.04.08 13:52:10Das ist aus dem aktuellen Research Report von RBC Dominion Securities Inc.
Neono
Neono
Metal Prospects
Zinc Market Outlook – Second Quarter 2008
Demand
• Following growth of 3.6% in 2006, global demand grew by 3.7% in 2007, driven by growth
of 15.2% in China, which more than offset a decline of 0.9% in the Western World. We
forecast growth to increase in 2008 through 2010 before falling back to trend in 2011. In
2012, we expect demand will be constrained by a lack of mine supply. We forecast global
consumption growth of 5.6% in 2008, 5.9% in 2009 and 2010, and 3.0% in 2011, followed
by essentially no growth in 2012.
Supply
• We believe that the zinc market has shifted from a shortage of concentrate in four of the
past five years, to a surplus. Smelter utilization rates increased in 2007 as concentrate
availability improved, and we expect utilization to continue to rise to near full capacity
through 2011. In 2012, utilization rates should decline due to a shortage of concentrate. We
forecast growth of 8.1% in 2008, 4.7% in 2009, 3.9% in 2010, and 3.0% in 2011. In 2012,
we forecast a decline in production of 0.9% as a result of the shortage of concentrates.
Market Balance and Inventories
• Total zinc inventories increased 51,100 tonnes in the first two months of 2008, and
currently stand at an estimated 4.9 weeks of consumption, up from the historic low of 3.5
weeks reached in October 2006 but below the critical level of six weeks. We forecast
surpluses in 2008 and 2009, and expect inventories to rise slightly above critical levels as a
result, putting downward pressure on prices. However, renewed deficits in 2010 and
beyond should again result in inventories being drawn down towards frictional levels, with
the result that prices could reach new cyclical highs in 2011 and 2012.
Price Forecasts
• Zinc prices underperformed the other base metals in 2007 and we believe they were
oversold relative to the fundamentals. Production disruptions in China have led to a
rebound in prices in Q1/08, and a further increase is possible. That being said, the modest
surpluses we are forecasting should result in lower annual average prices in 2008 and 2009
versus last year. We forecast an average price of $1.15/lb in 2008, declining to $1.10/lb in
2009. However, with the market expected to move back into deficit, we expect prices to
increase to $1.40 in 2010, and $1.80 in 2011 and 2012. Our long-term price forecast is
$0.65/lb in 2008 US$ terms.
Risks to Forecast
• Economic Growth – Cyclical risks persist. Global leading indicators point to slower
growth and the U.S. could tip into recession as a result of the global credit crisis. A 1%
reduction in global demand (an average of 132,000 tonnes per year over the 2007-2012
forecast period) could leave the market in a surplus of 386,000 tonnes in 2008 and 254,000
tonnes in 2008, causing inventories to rise above the critical level by mid-2008.
• Investment Demand – Investment demand once again played a major role in pushing
prices higher in Q1/08, leaving them vulnerable to increased volatility.
• Chinese Mine Production – Continued strong growth in mine production beyond what we
are assuming could exacerbate the concentrate surplus we are forecasting.
• Production Disruptions – If Chinese production does not recover from the current
disruptions the market could be tighter in 2008 than we are forecasting.
Neono
Zinc Market Outlook – Second Quarter 2008
Demand
• Following growth of 3.6% in 2006, global demand grew by 3.7% in 2007, driven by growth
of 15.2% in China, which more than offset a decline of 0.9% in the Western World. We
forecast growth to increase in 2008 through 2010 before falling back to trend in 2011. In
2012, we expect demand will be constrained by a lack of mine supply. We forecast global
consumption growth of 5.6% in 2008, 5.9% in 2009 and 2010, and 3.0% in 2011, followed
by essentially no growth in 2012.
Supply
• We believe that the zinc market has shifted from a shortage of concentrate in four of the
past five years, to a surplus. Smelter utilization rates increased in 2007 as concentrate
availability improved, and we expect utilization to continue to rise to near full capacity
through 2011. In 2012, utilization rates should decline due to a shortage of concentrate. We
forecast growth of 8.1% in 2008, 4.7% in 2009, 3.9% in 2010, and 3.0% in 2011. In 2012,
we forecast a decline in production of 0.9% as a result of the shortage of concentrates.
Market Balance and Inventories
• Total zinc inventories increased 51,100 tonnes in the first two months of 2008, and
currently stand at an estimated 4.9 weeks of consumption, up from the historic low of 3.5
weeks reached in October 2006 but below the critical level of six weeks. We forecast
surpluses in 2008 and 2009, and expect inventories to rise slightly above critical levels as a
result, putting downward pressure on prices. However, renewed deficits in 2010 and
beyond should again result in inventories being drawn down towards frictional levels, with
the result that prices could reach new cyclical highs in 2011 and 2012.
Price Forecasts
• Zinc prices underperformed the other base metals in 2007 and we believe they were
oversold relative to the fundamentals. Production disruptions in China have led to a
rebound in prices in Q1/08, and a further increase is possible. That being said, the modest
surpluses we are forecasting should result in lower annual average prices in 2008 and 2009
versus last year. We forecast an average price of $1.15/lb in 2008, declining to $1.10/lb in
2009. However, with the market expected to move back into deficit, we expect prices to
increase to $1.40 in 2010, and $1.80 in 2011 and 2012. Our long-term price forecast is
$0.65/lb in 2008 US$ terms.
Risks to Forecast
• Economic Growth – Cyclical risks persist. Global leading indicators point to slower
growth and the U.S. could tip into recession as a result of the global credit crisis. A 1%
reduction in global demand (an average of 132,000 tonnes per year over the 2007-2012
forecast period) could leave the market in a surplus of 386,000 tonnes in 2008 and 254,000
tonnes in 2008, causing inventories to rise above the critical level by mid-2008.
• Investment Demand – Investment demand once again played a major role in pushing
prices higher in Q1/08, leaving them vulnerable to increased volatility.
• Chinese Mine Production – Continued strong growth in mine production beyond what we
are assuming could exacerbate the concentrate surplus we are forecasting.
• Production Disruptions – If Chinese production does not recover from the current
disruptions the market could be tighter in 2008 than we are forecasting.
Neono
Trading Spotlight
Antwort auf Beitrag Nr.: 33.780.047 von Taschenrechner am 01.04.08 17:35:08Sei Dir sicher, dass eine krankhaft stalkende Gestalt das abspeichert und Dir irgendwann unter die Nase hält 
Neono
Neono
Der German steigt dann ein, wenn sie
zweistellig notiert. (Keine Kaufempfehlung
und auch das abspeichern lohnt nicht,
denn diese Mine wird dahin laufen m.M.n.
).
Tasche
zweistellig notiert. (Keine Kaufempfehlung
und auch das abspeichern lohnt nicht,
denn diese Mine wird dahin laufen m.M.n.
).Tasche
Antwort auf Beitrag Nr.: 33.779.451 von Neono am 01.04.08 16:57:01leckor
Schöne Crossis
da hat CIBC aber Hunger.....
....2 weitere Orders im Bid und Ask ist 2,29
....2 weitere Orders im Bid und Ask ist 2,29
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