Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1782)

[XIO]

IM22: Innovation will lead the way for industrial minerals


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“Growth is linked to urbanisation and a growing middle class,” she said, adding that she believed that Rio Tinto Minerals thinks demand will double in the markets it serves, or is hoping to serve (borates, minerals sands, lithium and fertilisers).

“This will increase demand for industrial minerals (...) all of which is a good outlook for our industry,” she added.

David Robb, managing director of Iluka meanwhile said that he believed growth would return to the mineral sands industry, but said that it would be in a different market to that which is recognised now.

“We believe in the industry’s future, but things will be different. We believe in our industry and we are investing in its future,” Robb said.

Robb took delegates through the company’s acquisition of Metalysis, underlining that this could “transform demand for titanium metal”.

The $20.3m acquisition of Metalysis, A UK Cambridge University spin out, was announced in the company’s 2013 results. Metalysis has developed a process that can produce rutile directly from titanium metal.

“This is a potentially disruptive technology if it is successfully commercialised,” Robb said.

Logistics move forward

Logistics service providers to the industrial minerals industry were also eager to showcase innovation, with speakers focusing on ways to mitigate rising costs and avoid bottlenecks in the supply chain.

Rusty Safine, president of US-based FBC Logistics, said that new packaging and container options were needed to compensate for the lack of handling infrastructure at many ports, which in itself is scuppering growth, with one possible solution being the use of larger, intelligently designed bags for transporting dry bulk material.

http://www.indmin.com/Article/3330092/IM22-Innovation-will-l…

[Boersiback]

Antwort auf Beitrag Nr.: 46.813.391 von XIO am 12.04.14 12:37:45

das dachte ich schon oft... die antwort brachte dann der chart oft... soweit ich weiss haben sie auch nicht viel schulden im gegensatz zu vielen anderen in der branche. müßte es mal weider checken.

der 70 jährige CEO hatte mal in einem interview gemeint daß ihn der kuirs nicht so interessiert, nur die geschäfte.
gefällt mir eigentlich. sind auch nur in australien und singapur gelistet.

[XIO]

Antwort auf Beitrag Nr.: 46.813.191 von Boersiback am 12.04.14 11:27:54

wiederum: es muss irgend einen grund dafür geben, warum die so bewertet sind

[Boersiback]

Antwort auf Beitrag Nr.: 46.813.191 von Boersiback am 12.04.14 11:27:54

im übrigen 265 mio aud cash.
reiner valuewert in wachstumsmärkten.
von den eckdaten gefallen die mir schon lange und die werden immer besser.
nur der kurs gurkt etwas. allerdings klarer aufwärtstrend

[Boersiback]

Antwort auf Beitrag Nr.: 46.813.085 von XIO am 12.04.14 10:54:38

595 mio AUD
liebäugle ich schon länger mit.
denke mal die immopreise dürften da weiter steigen.
wenn chinesische zu teuer werden weichen die vielleicht mehr und mehr auf solche länder aus. falls nicht gehts trotzdem weiter nach oben damit.
siehe bei uns der gigantische preisanstieg, aufgrund der südeuropäishen krise.

der CEO da ist ein alter fuchs. glaub schon 70.

müßte sich eigentlich verdreifachen, zum branchenvergleich gesehen.

homepage nicht so leicht zu finden hab ich festgestellt:
deswegen ->
http://www.uoa.com.my/

[XIO]

Antwort auf Beitrag Nr.: 46.812.355 von Boersiback am 12.04.14 00:03:07

Und welche market cap?

[Boersiback]

United Overseas Australia



KGV 5, divi 5%

real estate in malaysia und seit neuestem in Myanmar.
wollt ich schon immer mal... die zeit wird reifer.

[XIO]

Hi-Crush nimmt den aktuellen preis für die kapitaleintreibung.. nicht schlecht! kein Abschlag oder sowas....

We are offering 4,250,000 common units representing limited partner interests. Our common units trade on the New York Stock Exchange under the symbol “HCLP.” The last reported trading price of our common units on the New York Stock Exchange on April 9, 2014 was $41.29.

http://de.advfn.com/p.php?pid=nmona&article=61810184&xref=ne…

[XIO]

http://www.businesswire.com/news/home/20140411005532/en/Rese…

---There are no hindrances to CSP growth except technology and the new nanotechnologies make solar processes possible. The materials are simple, silica, silica, and more silica...

[Popeye82]

Antwort auf Beitrag Nr.: 46.783.073 von Boersiback am 07.04.14 23:36:04

"Internet of Things", morgen wohl doch noch nicht fertig.
Neuer Bauherren-, bzw. Anlegerwunsch: übermorgen.
Versicherer versichern sich, gegen Herzinfarkt.
Herzinfarktversicherer stehen am Ende, der Nahrungskette.

"Are we trying to run, before we can walk with IoT?"; In the rush to eulogise the cool, shiny, sci-fi potential of the Internet of Things, are we forgetting about the infrastructure basics? Ben Thompson investigate - MtB.tv - Apr 11, 2014
http://blog.meettheboss.tv/iot-are-we-trying-to-run-before-w…

"Last week I wrote about the advent of the Internet of Things and what it might mean for your business. In case you missed it, there's a great video outlining some of the key benefits here:




However, one thing we only touched upon in passing last week was the infrastructure side of things. Which, let’s face it, is pretty damn important.

It's all very well eulogising about the advantages of embedding wireless sensors into a herd of cattle in order to monitor their health, or how to get an extra five minutes in bed based on traffic reports, or how to meet your fitness goals through a digital personal trainer that knows, like Santa, whether you’ve been naughty or nice – these applications all have fantastic utility, as do the countless other productivity and efficiency enhancing IoT-based tools out there.

But all that cool, shiny Jetsons-type stuff all needs to run on something robust, secure and scalable. And getting the network architectures right – both at the physical and logical layer – is where the challenge lies for most firms. With apologies to Tony Stark, you can't always run before you can walk.

Not only must the physical infrastructure be able to support the requirements of the Internet of Things, it must perfectly align to the logical network design, too. In layman’s terms, your architecture has to map to your intended services.

“All the advantages are going to have to be facilitated by how we architect those networks and how we manage them,” suggested Jack Tison, CTO at technology infrastructure giant Panduit, in an interview with MeetTheBoss TV this week (due for broadcast in mid-April). “IoT’s got a big upside but I believe right now it’s a little ill-defined and probably a little off-putting for some folks.”

Indeed, refining those definitions in more meaningful terms is something firms like Panduit (along with partners Cisco and Rockwell Automation) are attempting to address, and part of that will be around providing common standards and guidance around architectural readiness for the Internet of Things.

“There’s going to be a lot of devices that don’t talk a common language,” Tison told me. “We’re going to have to manage that and there are architectures that we can put in place to do that.”

It’s an issue we’ll be covering in depth in our upcoming roundtable on preparing your infrastructure for the Internet of Things. To register your interest in taking part, please click here.

And in the meantime, check out this infographic from the Panduit, Cisco and Rockwell collaboration. If those figures are to be believed, then solving your architecural issues could be key to unlocking some pretty huge returns. We'd love to hear your thoughts.

"