Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2688)
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Antwort auf Beitrag Nr.: 35.776.217 von Klardoch am 31.10.08 11:42:24
Ich hoffe, die Kanadier setzen das auch so um. Die deutschen Kurse hängen in dem Fall an Toronto und nicht an London, wie man sieht.
Aber, vergleicht man die Umsätze, dann waren gestern an der
TSXV: 756.600; und heute, bis jetzt - inklusive Vorbörse an der
AIM: 733.848.
Von den Umsätzen her könnte es angehen.
Gruß
s.
Ich hoffe, die Kanadier setzen das auch so um. Die deutschen Kurse hängen in dem Fall an Toronto und nicht an London, wie man sieht.
Aber, vergleicht man die Umsätze, dann waren gestern an der
TSXV: 756.600; und heute, bis jetzt - inklusive Vorbörse an der
AIM: 733.848.
Von den Umsätzen her könnte es angehen.
Gruß
s.
Antwort auf Beitrag Nr.: 35.775.918 von stupidgame am 31.10.08 11:15:05DANKE!!!
..das nenn ich mal ein vorweihnachtliches Geschenk!
..das nenn ich mal ein vorweihnachtliches Geschenk!
Antwort auf Beitrag Nr.: 35.774.170 von tommy-hl am 31.10.08 08:22:25Ich weiß leider nicht, ob die Tiefs noch mal getestet werden, aber vorsichtige Käufe sollten sich m. M. n. langfristig rentieren.
Meinungen?
@tommy!
Ich bin immer vorsichtig am Kaufen, wo es passt. Man sollte aber trotzdem Stops beachten und Zwischengewinne mitnehmen. Das kann aktuell nicht schaden.
Ob das jetzt die Tiefs waren kann seriöserweise niemand sagen. Man muss hier IMO unterscheiden zwischen Zwangsliquidationen und fundamental begründeten Bewertungen. Mag sein, das die Zwangsverkäufe durch sind. Aber, wo werden wir mit den Fundamenals landen? - Momentan gibt nahezu kein Firmenboss mehr einen Ausblick.
Wie schonmal geschrieben, etliche Einbrüche fanden in dem Ausmaß das letzte Mal 1930-32 statt...
Man sollte auch immer beachten, dass Rohstoffwerte nicht die ersten im Zyklus sind - schon gar nicht Explorer. Die springen substanziell erst an, wenn die Nachfrage brummt und die Läger geräumt sind und die Produzenten in Richtung Kapazitätsgrenze gehen. Vorher laufen so gut wie alle anderen Sektoren.
Wie ich hier auch schon mal geschrieben habe, wer auf eine Erholung spekuliert, der sollte sich auf keinen Fall ausschließlich auf Rohstoffe focussieren.
Und für wichtig halte ich auf alle Fälle, wenn Rohstoffwerte, dann keine finanziellen Wackelkandidaten. Damit holt man sich unnötig zusätzliches Risiko ins Portfolio. Es gibt momentan ausreichend andere - und billig.
Übrigens, ich habe gestern gerade mal eine Zwischenbilanz gezogen:
Meine Gesamt-Performance seit Jahresbeginn: +12,25% und das bei Mini-Volatilität (deutlich unter 10%) im Depot. Ist zwar auch bei mir der schlechteste Wert seit Jahren, aber angesichts der Marktlage - Dax aktuell -40%, zum Jahreswechsel und Dax-Volatilität: 70%, da kann ich mich eigentlich nicht beschweren.
s.
Meinungen?
@tommy!
Ich bin immer vorsichtig am Kaufen, wo es passt. Man sollte aber trotzdem Stops beachten und Zwischengewinne mitnehmen. Das kann aktuell nicht schaden.
Ob das jetzt die Tiefs waren kann seriöserweise niemand sagen. Man muss hier IMO unterscheiden zwischen Zwangsliquidationen und fundamental begründeten Bewertungen. Mag sein, das die Zwangsverkäufe durch sind. Aber, wo werden wir mit den Fundamenals landen? - Momentan gibt nahezu kein Firmenboss mehr einen Ausblick.
Wie schonmal geschrieben, etliche Einbrüche fanden in dem Ausmaß das letzte Mal 1930-32 statt...
Man sollte auch immer beachten, dass Rohstoffwerte nicht die ersten im Zyklus sind - schon gar nicht Explorer. Die springen substanziell erst an, wenn die Nachfrage brummt und die Läger geräumt sind und die Produzenten in Richtung Kapazitätsgrenze gehen. Vorher laufen so gut wie alle anderen Sektoren.
Wie ich hier auch schon mal geschrieben habe, wer auf eine Erholung spekuliert, der sollte sich auf keinen Fall ausschließlich auf Rohstoffe focussieren.
Und für wichtig halte ich auf alle Fälle, wenn Rohstoffwerte, dann keine finanziellen Wackelkandidaten. Damit holt man sich unnötig zusätzliches Risiko ins Portfolio. Es gibt momentan ausreichend andere - und billig.
Übrigens, ich habe gestern gerade mal eine Zwischenbilanz gezogen:
Meine Gesamt-Performance seit Jahresbeginn: +12,25% und das bei Mini-Volatilität (deutlich unter 10%) im Depot. Ist zwar auch bei mir der schlechteste Wert seit Jahren, aber angesichts der Marktlage - Dax aktuell -40%, zum Jahreswechsel und Dax-Volatilität: 70%, da kann ich mich eigentlich nicht beschweren.
s.
Tip für heute. Schaut Euch mal Ithaca Energy Inc an.
London: IAE
Toronto: IAE
Frankfurt / Berlin: A0J2PK
Kurs gestern in Toronto: 0,245 CAD (0,156 EUR)
Kurs heute in London: 29,5 BPC (0,374 EUR)
Aktuell in Frankfurt: 0,176€ b - BID 0,158 / ASK 0,195
in Berlin: 0,175 G
Wenn man mit den Torontoer und Frankfurter Kursen rechnet, dann haben die bei 162m Aktien eine MK von 39,7mCAD, schwimmen aber in Cash. Nach dem Halbjahresbericht hatten sie per 30.6.:
38mCAD; danch gab es eine KE, die brachte:
75mCAD; heute meldeten sie einen Asset-Verkauf zu 65,6mUSD - umgerechnet:
80,2mCAD; macht zusammen:
193,3mCAD - wie gesagt, MK gestern in To, heute noch in D: 39,7mCAD
News:http://moneyextra.uk-wire.com/cgi-bin/index?search_type=3&wo…
Profil: http://www.sharecrazy.com/share2607share/share.php?disp=shar…
Gruß
s.
London: IAE
Toronto: IAE
Frankfurt / Berlin: A0J2PK
Kurs gestern in Toronto: 0,245 CAD (0,156 EUR)
Kurs heute in London: 29,5 BPC (0,374 EUR)
Aktuell in Frankfurt: 0,176€ b - BID 0,158 / ASK 0,195
in Berlin: 0,175 G
Wenn man mit den Torontoer und Frankfurter Kursen rechnet, dann haben die bei 162m Aktien eine MK von 39,7mCAD, schwimmen aber in Cash. Nach dem Halbjahresbericht hatten sie per 30.6.:
38mCAD; danch gab es eine KE, die brachte:
75mCAD; heute meldeten sie einen Asset-Verkauf zu 65,6mUSD - umgerechnet:
80,2mCAD; macht zusammen:
193,3mCAD - wie gesagt, MK gestern in To, heute noch in D: 39,7mCAD
News:http://moneyextra.uk-wire.com/cgi-bin/index?search_type=3&wo…
Profil: http://www.sharecrazy.com/share2607share/share.php?disp=shar…
Gruß
s.
Liegen die Tiefs hinter uns?
Es scheint fast, als ob wir uns dem Ende des Crashs nähern - zumindest einem vorübergehenden Ende. So langsam haben wir alles zusammen, was es für das Ende der Baisse braucht:
Blanke Panik im Markt mit extremen Ausverkäufen um jeden Preis, extreme Kursschwankungen, extrem negative Stimmung der Börsianer, günstige Bewertungen von Unternehmen, nachlassende Verkäufe von Hedgefonds und Versicherungen.
Explorer werden zum Teil unter ihrem Cashbestand an den Börsen gehandelt. Ansteigende Insiderkäufe, Schließung von Minen mit folgender Angebotsverknappung, wieder steigende Rohstoffpreise (z. B. Kupfer und Nickel) … das alles zusammen könnte die Basis für steigende Kurse bedeuten.
Ich weiß leider nicht, ob die Tiefs noch mal getestet werden, aber vorsichtige Käufe sollten sich m. M. n. langfristig rentieren.
Meinungen?
Tommy
Es scheint fast, als ob wir uns dem Ende des Crashs nähern - zumindest einem vorübergehenden Ende. So langsam haben wir alles zusammen, was es für das Ende der Baisse braucht:
Blanke Panik im Markt mit extremen Ausverkäufen um jeden Preis, extreme Kursschwankungen, extrem negative Stimmung der Börsianer, günstige Bewertungen von Unternehmen, nachlassende Verkäufe von Hedgefonds und Versicherungen.
Explorer werden zum Teil unter ihrem Cashbestand an den Börsen gehandelt. Ansteigende Insiderkäufe, Schließung von Minen mit folgender Angebotsverknappung, wieder steigende Rohstoffpreise (z. B. Kupfer und Nickel) … das alles zusammen könnte die Basis für steigende Kurse bedeuten.
Ich weiß leider nicht, ob die Tiefs noch mal getestet werden, aber vorsichtige Käufe sollten sich m. M. n. langfristig rentieren.
Meinungen?
Tommy
Trading Spotlight
Marktkapital. 20 Mio. £
RNS Number : 3930G
Mwana Africa PLC
22 October 2008
22nd October 2008
Mwana Africa PLC
Strategy Update
In view of recent changes in economic conditions and falls in commodity prices, the Board of Mwana Africa PLC ("Mwana" or the "Company") has reviewed the company's strategy for its extensive exploration programme and its existing operations in South
Africa and Zimbabwe. The Board has decided that, in the current conditions, Mwana's priorities should be to seek to conserve, as far as is reasonable, its existing cash balances by scaling back its exploration activities, and to preserve the integrity of
its principal operating asset, BNC, in which Mwana holds a 52.9% stake. The Board believes that these actions will enable Mwana to retain the flexibility to take advantage of investment opportunities that may arise in due course.
Cash Position
Following the receipt of proceeds from the £25m placing completed in June, Mwana had cash balances of £26m (unaudited, and excluding cash balances held by BNC) as at 30th September 2008. Mwana recognises that cash is an especially precious resource in the current economic environment.
Exploration Focus
Over the past six months, good progress has been made in developing the exploration programme across Mwana's portfolio of base metal, gold and diamond prospects. However, following recent changes in economic conditions, it has been decided to scale
these back significantly, while ensuring that conditions to retain exploration rights are satisfied, until the funding environment and the outlook for commodity prices have stabilised.
Base Metals
Mwana is conducting base metals exploration in Katanga, in the south east of the DRC, in part through a joint venture option agreement with Anglo American. Mwana is proceeding with a Preliminary Feasibility Study, expected to be completed within the
next six months, for the Kibolwe copper prospect. The pace of exploration activity elsewhere in Mwana's part of the concession is being reduced, in part due to the onset of the rainy season. Mwana expects to resume exploration in 2009 with a reduced
exploration programme.
Gold
At the Zani-Kodo gold prospect in the DRC, Mwana intends to conclude calculation and classification of resources for the Kodo Main and Kodo North zones, from which assay results from recently completed drilling programmes are awaited. The results of
these calculations are expected in early 2009. Early-stage exploration, which has been commenced at several other district-scale prospects in the region, will be curtailed. Gold exploration activities in Ghana will be substantially reduced.
Diamonds
In diamonds, Mwana has a significant portfolio of prospects in the south west of the DRC. Mwana intends to maintain the pace of its externally funded kimberlite exploration programme, conducted under a joint venture agreement with BHP Billiton. Other
kimberlite exploration in the DRC and South Africa, and development work on the company's alluvial prospects will be curtailed.
Operations Update
BNC is currently loss-making, having been seriously affected by by continuing challenging conditions in Zimbabwe and, more recently, the sharp fall in global nickel prices. BNC is taking steps to reduce costs and the rate of cash outflow. Discussions have commenced with stakeholders to develop plans to lower the cost of supply from BNC's mines while maintaining its refining and smelting capacity, and to ascertain the availability of external funding. Mwana will make available limited funds to support
BNC provided that conditions are appropriate.
The ramp up in production from the Klipspringer diamond mine in South Africa remains broadly on target. Operating costs (expressed in US dollars) have fallen as a result of the decline in the value of the South African Rand; however this benefit is
expected to be offset by recent softening in the market price of diamonds.
Interim Results
The company expects to report its half year results on 10 December 2008.
A full version of this press release is available for download from the Company's website; www.mwanaafrica.com.
RNS Number : 3930G
Mwana Africa PLC
22 October 2008
22nd October 2008
Mwana Africa PLC
Strategy Update
In view of recent changes in economic conditions and falls in commodity prices, the Board of Mwana Africa PLC ("Mwana" or the "Company") has reviewed the company's strategy for its extensive exploration programme and its existing operations in South
Africa and Zimbabwe. The Board has decided that, in the current conditions, Mwana's priorities should be to seek to conserve, as far as is reasonable, its existing cash balances by scaling back its exploration activities, and to preserve the integrity of
its principal operating asset, BNC, in which Mwana holds a 52.9% stake. The Board believes that these actions will enable Mwana to retain the flexibility to take advantage of investment opportunities that may arise in due course.
Cash Position
Following the receipt of proceeds from the £25m placing completed in June, Mwana had cash balances of £26m (unaudited, and excluding cash balances held by BNC) as at 30th September 2008. Mwana recognises that cash is an especially precious resource in the current economic environment.
Exploration Focus
Over the past six months, good progress has been made in developing the exploration programme across Mwana's portfolio of base metal, gold and diamond prospects. However, following recent changes in economic conditions, it has been decided to scale
these back significantly, while ensuring that conditions to retain exploration rights are satisfied, until the funding environment and the outlook for commodity prices have stabilised.
Base Metals
Mwana is conducting base metals exploration in Katanga, in the south east of the DRC, in part through a joint venture option agreement with Anglo American. Mwana is proceeding with a Preliminary Feasibility Study, expected to be completed within the
next six months, for the Kibolwe copper prospect. The pace of exploration activity elsewhere in Mwana's part of the concession is being reduced, in part due to the onset of the rainy season. Mwana expects to resume exploration in 2009 with a reduced
exploration programme.
Gold
At the Zani-Kodo gold prospect in the DRC, Mwana intends to conclude calculation and classification of resources for the Kodo Main and Kodo North zones, from which assay results from recently completed drilling programmes are awaited. The results of
these calculations are expected in early 2009. Early-stage exploration, which has been commenced at several other district-scale prospects in the region, will be curtailed. Gold exploration activities in Ghana will be substantially reduced.
Diamonds
In diamonds, Mwana has a significant portfolio of prospects in the south west of the DRC. Mwana intends to maintain the pace of its externally funded kimberlite exploration programme, conducted under a joint venture agreement with BHP Billiton. Other
kimberlite exploration in the DRC and South Africa, and development work on the company's alluvial prospects will be curtailed.
Operations Update
BNC is currently loss-making, having been seriously affected by by continuing challenging conditions in Zimbabwe and, more recently, the sharp fall in global nickel prices. BNC is taking steps to reduce costs and the rate of cash outflow. Discussions have commenced with stakeholders to develop plans to lower the cost of supply from BNC's mines while maintaining its refining and smelting capacity, and to ascertain the availability of external funding. Mwana will make available limited funds to support
BNC provided that conditions are appropriate.
The ramp up in production from the Klipspringer diamond mine in South Africa remains broadly on target. Operating costs (expressed in US dollars) have fallen as a result of the decline in the value of the South African Rand; however this benefit is
expected to be offset by recent softening in the market price of diamonds.
Interim Results
The company expects to report its half year results on 10 December 2008.
A full version of this press release is available for download from the Company's website; www.mwanaafrica.com.
Lesezeichen
Outlook sound despite crisis: Gloucester Coal
October 29, 2008
GLOUCESTER Coal said today the outlook for its coal business remains sound, despite the global financial crisis.
Chairman Andy Hogendijk will tell shareholders at the company’s annual general meeting later today that Gloucester Coal is looking forward to another record profit this year.
“Looking forward, and notwithstanding some shorter term issues associated with the current global financial situation, we believe the fundamentals for our coal business remain very sound,” he said.
“Our quality coking coal with high fluidity will continue to be in strong demand by steel producers.”
Mr Hogendijk said the industrialisation and urbanisation of large developing economies such as China and India over the next 10 to 20 years will continue to drive significant demand on the world seaborne traded market for coking coal.
“Thermal coal too looks to be a positive story as new coal fired power stations are being built to meet the growing and base load energy requirements of an industrialising Asia,” he added.
Mr Hogendijk said the company had locked in contract prices for the bulk of its coking and thermal business at prices in excess of $130 per tonne.
“This should enable us to produce strong surplus cash flows and we expect to report a record profit for the year,” he said.
In August, Gloucester Coal reported a 2007/08 net profit of $23.445 million, a rise of 30 per cent on the previous year.
Chief executive Rob Lord said the company was well placed to weather the economic storm sweeping the world.
“These conditions are obviously affecting the resources sector, our coal sector peers, and the Gloucester Coal share price,” Mr Lord said.
“The members of the board, the senior management and myself have watched with concern as our share price has fallen to its current levels.
“I am confident that, over time, our share price will recover to reflect the strong investment fundamentals of the company.”
Mr Lord added that the company’s fundamentals were strong.
“Despite the recent volatility in some commodity prices, I believe there will be strong ongoing demand for coal both coking and thermal - especially from our major export markets in Asia,” he said.
October 29, 2008
GLOUCESTER Coal said today the outlook for its coal business remains sound, despite the global financial crisis.
Chairman Andy Hogendijk will tell shareholders at the company’s annual general meeting later today that Gloucester Coal is looking forward to another record profit this year.
“Looking forward, and notwithstanding some shorter term issues associated with the current global financial situation, we believe the fundamentals for our coal business remain very sound,” he said.
“Our quality coking coal with high fluidity will continue to be in strong demand by steel producers.”
Mr Hogendijk said the industrialisation and urbanisation of large developing economies such as China and India over the next 10 to 20 years will continue to drive significant demand on the world seaborne traded market for coking coal.
“Thermal coal too looks to be a positive story as new coal fired power stations are being built to meet the growing and base load energy requirements of an industrialising Asia,” he added.
Mr Hogendijk said the company had locked in contract prices for the bulk of its coking and thermal business at prices in excess of $130 per tonne.
“This should enable us to produce strong surplus cash flows and we expect to report a record profit for the year,” he said.
In August, Gloucester Coal reported a 2007/08 net profit of $23.445 million, a rise of 30 per cent on the previous year.
Chief executive Rob Lord said the company was well placed to weather the economic storm sweeping the world.
“These conditions are obviously affecting the resources sector, our coal sector peers, and the Gloucester Coal share price,” Mr Lord said.
“The members of the board, the senior management and myself have watched with concern as our share price has fallen to its current levels.
“I am confident that, over time, our share price will recover to reflect the strong investment fundamentals of the company.”
Mr Lord added that the company’s fundamentals were strong.
“Despite the recent volatility in some commodity prices, I believe there will be strong ongoing demand for coal both coking and thermal - especially from our major export markets in Asia,” he said.
Antwort auf Beitrag Nr.: 35.708.475 von stupidgame am 27.10.08 09:53:03Schau Dir mal bitte bei Gelegenheit
MagIndustries bzw. deren Tochter MagMinerals an
TSX: MAA
MagIndustries bzw. deren Tochter MagMinerals an
TSX: MAA
"Revolution" für den Fall, dass die Banken ihrer Verpflichtung zur Kreditvergabe nicht nachkommen sollten ...?
Paul Joseph Watson
Prison Planet
Monday, October 27, 2008
Senator Christopher Dodd has shockingly predicted that public anger at banks’ refusal to disperse credit could lead to a “revolution,” while another analyst says government intervention could mean banks are cut out of the loop entirely.
“If it turns out that they are hoarding, you’ll have a revolution on your hands. People will be so livid and furious that their tax money is going to line their pockets instead of doing the right thing. There will be hell to pay,” Dodd told the New York Times this weekend.
Meanwhile, Chief Investment Strategist Sean Corrigan from Diapason Commodities Management told CNBC this morning that banks may have to be “cut out of the loop” if the freeze in credit markets continues, forcing governments to act as the lender of last resort.
Paul Joseph Watson
Prison Planet
Monday, October 27, 2008
Senator Christopher Dodd has shockingly predicted that public anger at banks’ refusal to disperse credit could lead to a “revolution,” while another analyst says government intervention could mean banks are cut out of the loop entirely.
“If it turns out that they are hoarding, you’ll have a revolution on your hands. People will be so livid and furious that their tax money is going to line their pockets instead of doing the right thing. There will be hell to pay,” Dodd told the New York Times this weekend.
Meanwhile, Chief Investment Strategist Sean Corrigan from Diapason Commodities Management told CNBC this morning that banks may have to be “cut out of the loop” if the freeze in credit markets continues, forcing governments to act as the lender of last resort.
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