Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1566)
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Mercator Minerals Ltd (ML) ("Mercator" or the "Company") announces that it has filed a Notice of Intention to make a proposal ("NOI") under the Canadian Bankruptcy and Insolvency Act ("BIA").
http://www.marketwatch.com/story/mercator-minerals-files-not…
http://www.marketwatch.com/story/mercator-minerals-files-not…
Bei EMES geht der Wahnsinn weiter:
EMES: Cheese, Badgers and Sand; Raising Target Price to $137
Antwort auf Beitrag Nr.: 47.608.731 von stupidgame am 26.08.14 09:48:58
Wenn die 10% "kostenfrei" sind, dann wäre der IRR, für Baja Mining, ja unrelevant.
Zitat von stupidgame: Baja Mining
... Die 10% sind aber IMO kostenfrei, es sei denn die Capex übersteigt 1,751 Mrd.$. (eher sehr unwahrscheinlich)
http://finance.yahoo.com/news/baja-issues-corporate-provides…
Das NPV beträgt so 1,2-1,3 Mrd. 10% davon wären ~125 Mio. Die aktuelle MK von Baja ist 15 Mio. Und das Projekt ist Near Term.
Liest sich nicht uninteressant. Obwoh so 25% IRR eher Durchschnitt sind. ...
Wenn die 10% "kostenfrei" sind, dann wäre der IRR, für Baja Mining, ja unrelevant.
Baja Mining
Kennt jemand von Euch die Story vielleicht aktuell etwas besser? Ich habe mich heute früh erst bischen eingelesen.
Da kam eine Meldung, das der große Partner eines Projekts, an dem sie noch 10% halten, eine Finanzierung an Land gezogen hat.
MMB Secures US$50 Million Bank Loan to Progress With First Copper Production in Q4 2014
http://www.stockhouse.com/news/press-releases/2014/08/25/mmb…
So wie ich das in der Kürze verstehe, waren Baja wohl kurz vor der Pleite. Mussten das Projekt fast komplett abgeben und eine Menge restrukturieren.
Die 10% sind aber IMO kostenfrei, es sei denn die Capex übersteigt 1,751 Mrd.$. (eher sehr unwahrscheinlich)
http://finance.yahoo.com/news/baja-issues-corporate-provides…
Das NPV beträgt so 1,2-1,3 Mrd. 10% davon wären ~125 Mio. Die aktuelle MK von Baja ist 15 Mio. Und das Projekt ist Near Term.
Liest sich nicht uninteressant. Obwoh so 25% IRR eher Durchschnitt sind.
Hier müsste man sich vielleicht mal bischen intemsiver mit beschäftigen. Könnte sich lohnen. Wichtig wäre es natürlich alle möglichen Haken zu finden, z.B. ob es immer noch finanzielle Altlasten gibt, oder irgendwelche großen Drohverluste u.ä. Und natürlich, ob die 10% Beteiligung an MMB rechtlich jetzt safe ist, oder ob da immer noch was wackeln kann.
Homepage: http://www.bajamining.com/
Kennt jemand von Euch die Story vielleicht aktuell etwas besser? Ich habe mich heute früh erst bischen eingelesen.
Da kam eine Meldung, das der große Partner eines Projekts, an dem sie noch 10% halten, eine Finanzierung an Land gezogen hat.
MMB Secures US$50 Million Bank Loan to Progress With First Copper Production in Q4 2014
http://www.stockhouse.com/news/press-releases/2014/08/25/mmb…
So wie ich das in der Kürze verstehe, waren Baja wohl kurz vor der Pleite. Mussten das Projekt fast komplett abgeben und eine Menge restrukturieren.
Die 10% sind aber IMO kostenfrei, es sei denn die Capex übersteigt 1,751 Mrd.$. (eher sehr unwahrscheinlich)
http://finance.yahoo.com/news/baja-issues-corporate-provides…
Das NPV beträgt so 1,2-1,3 Mrd. 10% davon wären ~125 Mio. Die aktuelle MK von Baja ist 15 Mio. Und das Projekt ist Near Term.
Liest sich nicht uninteressant. Obwoh so 25% IRR eher Durchschnitt sind.
Hier müsste man sich vielleicht mal bischen intemsiver mit beschäftigen. Könnte sich lohnen. Wichtig wäre es natürlich alle möglichen Haken zu finden, z.B. ob es immer noch finanzielle Altlasten gibt, oder irgendwelche großen Drohverluste u.ä. Und natürlich, ob die 10% Beteiligung an MMB rechtlich jetzt safe ist, oder ob da immer noch was wackeln kann.
Homepage: http://www.bajamining.com/
Zu den fallenden chinesischen Hauspreisen;:
Eigentlich nötig, gut und gesund. Aber in China ist es nicht anders als in den meisten Ländern. Die Käufer demonstrieren militant - gegen was eigentlich? Gegen die eigenen Fehlentscheidungen?
China’s falling real-estate prices trigger protests, clashes
http://www.marketwatch.com/story/chinas-falling-real-estate-…
Eigentlich nötig, gut und gesund. Aber in China ist es nicht anders als in den meisten Ländern. Die Käufer demonstrieren militant - gegen was eigentlich? Gegen die eigenen Fehlentscheidungen?
China’s falling real-estate prices trigger protests, clashes
http://www.marketwatch.com/story/chinas-falling-real-estate-…
Trading Spotlight
Ich habe frohe Kunde zu überbringen. 
Börsenkrieger, grünes Licht.
endlich.
Report: Worst is surely over for explorers, Capital raising for exploration up >32%
www.mining.com/report-worst-is-surely-over-for-explorers-273…
"The second quarter SNL Metals & Mining report on the exploration market chronicles further deterioration in the sector.
But the research company sees "clear signs" of improvement and argues that the sector is "surely past its low point".
The bad:
Quarter-on-quarter exploration activity – which has always been dominated by gold – continues to decline.
From a peak of almost 500 properties reporting drilling in November 2011, only 114 gold properties reported in June this year.
Drilling activity fell again in the June quarter and has now declined a stomach churning 32 months in a row.
Less drilling meant mineral resources and ore reserves fell again in the June quarter.
The reduction was particularly sharp for gold says the report – barely 13m ounce of new resources were announced during Q2 versus 38m additional ounces during the first three months of the year.
SNL says the reduction "was felt around the world, although the shortfall was particularly harsh in North and South America."
The good:
SNL finds encouraging signs in the month-on-with drilling reports stabilizing at around 240 properties per month since February.
Data on new development projects – defined as the announcement for the first time of a capital expenditure commitment and a life-of-mine net present value – showed substantial improvement with 20 new feasibility studies published against just 8 during Q1.
The caveat is that the anticipated overall NPV was down 23% at $6.4 billion, and the cumulative capex was barely one-fifth of the previous quarter at $4.1 billion. Ouch.
The jump in capital raising for exploration is probably the most encouraging sign.
In the June quarter funding improved by almost a third to $555 million from $418 million in the first quarter this year and 20% more than in the year-ago quarter.
On the Toronto Stock Exchange exploration financing almost tripled to $85 million with the remainder almost equally shared between the TSX Venture and the Australian Stock Exchange.
The beautiful:
As a reminder of how good things can be in the junior mining sector SNL notes the largest share price increases (over 20 days) related to assay announcements.
Three companies reported share prices that at least doubled over the qualifying period:
Navarre Minerals (ASX:NML) rose 125% after the discovery of a supergene blanket of enriched copper in late March; Geopacific Resources (ASX:GPR) rose 113% on drilling at Kou Sa in Cambodia, and Botswana Metals doubled after drilling at Maibele North in June.
"
Börsenkrieger, grünes Licht.
endlich.
Report: Worst is surely over for explorers, Capital raising for exploration up >32%
www.mining.com/report-worst-is-surely-over-for-explorers-273…
"The second quarter SNL Metals & Mining report on the exploration market chronicles further deterioration in the sector.
But the research company sees "clear signs" of improvement and argues that the sector is "surely past its low point".
The bad:
Quarter-on-quarter exploration activity – which has always been dominated by gold – continues to decline.
From a peak of almost 500 properties reporting drilling in November 2011, only 114 gold properties reported in June this year.
Drilling activity fell again in the June quarter and has now declined a stomach churning 32 months in a row.
Less drilling meant mineral resources and ore reserves fell again in the June quarter.
The reduction was particularly sharp for gold says the report – barely 13m ounce of new resources were announced during Q2 versus 38m additional ounces during the first three months of the year.
SNL says the reduction "was felt around the world, although the shortfall was particularly harsh in North and South America."
The good:
SNL finds encouraging signs in the month-on-with drilling reports stabilizing at around 240 properties per month since February.
Data on new development projects – defined as the announcement for the first time of a capital expenditure commitment and a life-of-mine net present value – showed substantial improvement with 20 new feasibility studies published against just 8 during Q1.
The caveat is that the anticipated overall NPV was down 23% at $6.4 billion, and the cumulative capex was barely one-fifth of the previous quarter at $4.1 billion. Ouch.
The jump in capital raising for exploration is probably the most encouraging sign.
In the June quarter funding improved by almost a third to $555 million from $418 million in the first quarter this year and 20% more than in the year-ago quarter.
On the Toronto Stock Exchange exploration financing almost tripled to $85 million with the remainder almost equally shared between the TSX Venture and the Australian Stock Exchange.
The beautiful:
As a reminder of how good things can be in the junior mining sector SNL notes the largest share price increases (over 20 days) related to assay announcements.
Three companies reported share prices that at least doubled over the qualifying period:
Navarre Minerals (ASX:NML) rose 125% after the discovery of a supergene blanket of enriched copper in late March; Geopacific Resources (ASX:GPR) rose 113% on drilling at Kou Sa in Cambodia, and Botswana Metals doubled after drilling at Maibele North in June.
"
Antwort auf Beitrag Nr.: 47.592.760 von stupidgame am 23.08.14 18:16:10
Slack Demand in U.S. Housing Market +Economy, Young people are taking longer to get on the one-way train of consumer spending that tends to start with marriage, parenthood, +that all-important 1st home
www.equities.com/editors-desk/economy-markets/business-outlo…
"Studying and understanding demographic trends is critical when predicting generational spending patterns and long-term economic trends in our economy and markets.
The Pew Research Center estimates that in 2012, 57 million Americans lived in multi-generational households, which is defined as two or more adult generations under the same roof. This is more than twice the number of people in such arrangements in 1980.
To be clear, no one thinks there's a rush to bring the aging parents of boomers back into the family home.
This is all about the kids who, at this point, have finished their education but have yet to move out (whether by choice or circumstance)... or have moved back with their parents, new families in tow, because of unemployment or financial troubles.
There are a million jokes and humorous stories about kids that won’t leave, but for those of us with kids in college, this is not a laughing matter.
What if they never leave?
Just under a quarter of the people 25 to 34 years old are living with their parents. That number was 18% in 2007, and 11% in 1980.
The really interesting part is that the number of adult kids living with their parents has continued to increase in the years since the financial crisis, instead of immediately soaring and then falling back. This means that we are storing more economic horsepower in the basement.
The big reasons for the change are obvious...
The recession put a lot of people out of work and stopped many people from finding employment. The effect on the jobs market alone was enough to drive many people back to their parents’ doorsteps. But this was not the only force at work.
Student loan debt was ramping up during the 2000s, so many graduates — whether employed or not — were carrying an extra burden.
Lending requirements were severely tightened. Many young workers who might have previously bought a home were cut out of the market.
Then there is the matter of their parents. There must be some subset of parents who welcome Junior back home so that he can help out with the mortgage payment. As we know, job losses affect people across the age spectrum.
It’s been six years since the financial crisis, and the latest research shows that we still have exceptionally high rates of multi-generational homes. Many of the problems that existed at the start of the financial crisis are still with us today, although maybe not to the same extent.
Employment is still difficult, but people are finding work. However, their level of compensation is still, on average, down by more than 7% from pre-crisis levels.
Student loan debt has done nothing but increase. At the same time, lending standards remain very strict, even though there are several programs meant to encourage first-time home buyers.
At this point, when multi-generational homes have been the trend for more than half a decade, it's possible that the initial shock, embarrassment, and basic weirdness of having adult children back in the house has worn off.
Perhaps both generations are realizing that, from an economic perspective, the arrangement can make sense as the younger group is able to save more of what they earn so that when they do strike out on their own, they do so in a stronger position.
But this comes at a cost. Young people are taking longer to get on the one-way train of consumer spending that tends to start with marriage, parenthood, and that all-important first home.
The real estate website, Trulia, recently reported that millennials are indeed taking longer to get on this path, which explains the drop in home purchases by this group.
If this trend continues, the economic recovery of the U.S. will take longer and be at a lower level than expected.
It’s possible that wages will pick up dramatically in the next 12 months, leading to a rush of confidence among young people and lenders. This will trigger a mass exodus from multi-generational homes and a huge bump in U.S. economic activity.
It’s possible, but we don’t see it happening.
With continued slack demand, the downward pressure on wages should remain in place, keeping a record number of adult kids entrenched in their parents’ homes, eating their food and blocking the driveway. This will lead to disappointment for those anticipating, and investing for, a strong rebound in housing and the economy in general.
DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. "
Zitat von stupidgame: Ich denke mal, das ist nicht ganz unwichtig, wie sich wichtige underlyings in der noch immer größten Volkswirtschaft verändern.
Die US-Wirtschaft lebt im Gegensatz zu den meisten anderen westlchen Volkswirtschaften deutlich mehr vom Binnenkonsum. Der kann mittelfristig nachhaltig geschwächt werden. Evtl. sogar die Wettbewerbsfähigkeit insgesamt
Slack Demand in U.S. Housing Market +Economy, Young people are taking longer to get on the one-way train of consumer spending that tends to start with marriage, parenthood, +that all-important 1st home
www.equities.com/editors-desk/economy-markets/business-outlo…
"Studying and understanding demographic trends is critical when predicting generational spending patterns and long-term economic trends in our economy and markets.
The Pew Research Center estimates that in 2012, 57 million Americans lived in multi-generational households, which is defined as two or more adult generations under the same roof. This is more than twice the number of people in such arrangements in 1980.
To be clear, no one thinks there's a rush to bring the aging parents of boomers back into the family home.
This is all about the kids who, at this point, have finished their education but have yet to move out (whether by choice or circumstance)... or have moved back with their parents, new families in tow, because of unemployment or financial troubles.
There are a million jokes and humorous stories about kids that won’t leave, but for those of us with kids in college, this is not a laughing matter.
What if they never leave?
Just under a quarter of the people 25 to 34 years old are living with their parents. That number was 18% in 2007, and 11% in 1980.
The really interesting part is that the number of adult kids living with their parents has continued to increase in the years since the financial crisis, instead of immediately soaring and then falling back. This means that we are storing more economic horsepower in the basement.
The big reasons for the change are obvious...
The recession put a lot of people out of work and stopped many people from finding employment. The effect on the jobs market alone was enough to drive many people back to their parents’ doorsteps. But this was not the only force at work.
Student loan debt was ramping up during the 2000s, so many graduates — whether employed or not — were carrying an extra burden.
Lending requirements were severely tightened. Many young workers who might have previously bought a home were cut out of the market.
Then there is the matter of their parents. There must be some subset of parents who welcome Junior back home so that he can help out with the mortgage payment. As we know, job losses affect people across the age spectrum.
It’s been six years since the financial crisis, and the latest research shows that we still have exceptionally high rates of multi-generational homes. Many of the problems that existed at the start of the financial crisis are still with us today, although maybe not to the same extent.
Employment is still difficult, but people are finding work. However, their level of compensation is still, on average, down by more than 7% from pre-crisis levels.
Student loan debt has done nothing but increase. At the same time, lending standards remain very strict, even though there are several programs meant to encourage first-time home buyers.
At this point, when multi-generational homes have been the trend for more than half a decade, it's possible that the initial shock, embarrassment, and basic weirdness of having adult children back in the house has worn off.
Perhaps both generations are realizing that, from an economic perspective, the arrangement can make sense as the younger group is able to save more of what they earn so that when they do strike out on their own, they do so in a stronger position.
But this comes at a cost. Young people are taking longer to get on the one-way train of consumer spending that tends to start with marriage, parenthood, and that all-important first home.
The real estate website, Trulia, recently reported that millennials are indeed taking longer to get on this path, which explains the drop in home purchases by this group.
If this trend continues, the economic recovery of the U.S. will take longer and be at a lower level than expected.
It’s possible that wages will pick up dramatically in the next 12 months, leading to a rush of confidence among young people and lenders. This will trigger a mass exodus from multi-generational homes and a huge bump in U.S. economic activity.
It’s possible, but we don’t see it happening.
With continued slack demand, the downward pressure on wages should remain in place, keeping a record number of adult kids entrenched in their parents’ homes, eating their food and blocking the driveway. This will lead to disappointment for those anticipating, and investing for, a strong rebound in housing and the economy in general.
DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. "
Antwort auf Beitrag Nr.: 47.596.125 von likeshares am 24.08.14 18:16:51
Da schliesse ich mich Dir mal vooollkommen an. Mit so einigem des Folgendem aber schon wieder gar nicht.
Gruß
P.
Zitat von likeshares: Ich bin fest überzeugt davon, das in Zukunft einige Zusammenhänge ihre Bindung verlieren werden. Wir gehen in eine Ökonomische Entwicklung die es so vorher noch nicht gab. Weder in der Breite, noch in der Tiefe.
Da schliesse ich mich Dir mal vooollkommen an. Mit so einigem des Folgendem aber schon wieder gar nicht.
Gruß
P.
Wenn hier was dran ist, dann kann das nochmal erhebliche Unruhe auf dem Platin-Markt geben. Ausserdem würde das auch zeigen, was für ein Rationalisierungsbedarf noch in der Minengilde steckt.
Lonmin to cut up to 5 700 jobs - sources
http://www.fin24.com/Companies/Mining/Lonmin-to-cut-up-to-5-…
Lonmin to cut up to 5 700 jobs - sources
http://www.fin24.com/Companies/Mining/Lonmin-to-cut-up-to-5-…
Antwort auf Beitrag Nr.: 47.606.574 von XIO am 25.08.14 21:53:59
REX mit einer deftigen Korrektur, die letzten Tage. (Angst vor den Q-Zahlen, Mi vorbörslich?)
IMO kann man in die Aktie nochmal wieder rein. Für den Ethanol Sektor sind die Ampeln immer noch auf Grün. Mais ist billig, die Ethanol Futures halten sich über 2$ trotz niedrigerer Ölpreise. Die Aktie hat ein 11-er KGV für 2014 & 15.
Zitat von XIO: US Silica geht gerade wieder mal in den Expotentialkurvenmodus über:
REX mit einer deftigen Korrektur, die letzten Tage. (Angst vor den Q-Zahlen, Mi vorbörslich?)
IMO kann man in die Aktie nochmal wieder rein. Für den Ethanol Sektor sind die Ampeln immer noch auf Grün. Mais ist billig, die Ethanol Futures halten sich über 2$ trotz niedrigerer Ölpreise. Die Aktie hat ein 11-er KGV für 2014 & 15.
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