Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2747)
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Antwort auf Beitrag Nr.: 34.664.199 von christian76 am 06.08.08 21:06:30Ganz kurz zu London Mining...
Ja, interessant. Wenn alle Resourcen in Reserven gewandelt würden, dann könnte die Marketcap das 10x der heutigen betragen.
Allerdings, momentan werden am Markt solche Bewertungen nicht gespielt. Der Markt schaut aktuell nur auf kurzfristig zu generierendes Cashflow. Nimmt man das als Maßstab und die evtl. 2009-er Produktion von 5mt, dann wäre die Aktie aktuell fair bewertet. Hätte also mit Blick auf 09 kein Potenzial. Man muss sich eher die PR-Group anschauen, wenn es dort weiter abwärts geht, dann dürfte der Kurs von London Mining auch gefährdet sein.
Vom kurzfristigen Chance-Risiko Verhältnis sehe ich andere Aktien (Beispiel Palladon Ventures) chancenreicher. Da sollte man aktuell nach schauen: extreme Discounts zum erwarteten Erlös der nächsten 12-18 Monate, bei komplett abgeschlossener - oder so gut wie abgeschlossener Finanzierung.
An die strategischen Invests sollte man wohl erst verstärkt wieder rangehen, wenn das Rezessionsgespenst an den Rohstoff-Märkten gespielt ist. Aktuell braucht es einfach Aktien, die sehr schnell ihe Bewertung mit harten Zahlen rechtfertigen. Selbst solche Unternehmen haben es momentan nicht leicht.
Gruss
s.
Ja, interessant. Wenn alle Resourcen in Reserven gewandelt würden, dann könnte die Marketcap das 10x der heutigen betragen.
Allerdings, momentan werden am Markt solche Bewertungen nicht gespielt. Der Markt schaut aktuell nur auf kurzfristig zu generierendes Cashflow. Nimmt man das als Maßstab und die evtl. 2009-er Produktion von 5mt, dann wäre die Aktie aktuell fair bewertet. Hätte also mit Blick auf 09 kein Potenzial. Man muss sich eher die PR-Group anschauen, wenn es dort weiter abwärts geht, dann dürfte der Kurs von London Mining auch gefährdet sein.
Vom kurzfristigen Chance-Risiko Verhältnis sehe ich andere Aktien (Beispiel Palladon Ventures) chancenreicher. Da sollte man aktuell nach schauen: extreme Discounts zum erwarteten Erlös der nächsten 12-18 Monate, bei komplett abgeschlossener - oder so gut wie abgeschlossener Finanzierung.
An die strategischen Invests sollte man wohl erst verstärkt wieder rangehen, wenn das Rezessionsgespenst an den Rohstoff-Märkten gespielt ist. Aktuell braucht es einfach Aktien, die sehr schnell ihe Bewertung mit harten Zahlen rechtfertigen. Selbst solche Unternehmen haben es momentan nicht leicht.
Gruss
s.
Antwort auf Beitrag Nr.: 34.668.596 von XIO am 07.08.08 12:39:06PS:
http://www.minesandcommunities.org/article.php?a=271
http://www.minesandcommunities.org/article.php?a=271
Antwort auf Beitrag Nr.: 34.664.199 von christian76 am 06.08.08 21:06:30Ich finde London Mining interessant und der Name taucht auch ab und zu auf, wenn man nach Greenland + Mining googelt.
Die Massen müssen bloss erstmal schnallen, daß im hohen Norden evtl. auch bald der Punk abgeht.
Die Massen müssen bloss erstmal schnallen, daß im hohen Norden evtl. auch bald der Punk abgeht.
Ist schon komisch. Ich werde gefragt ob commodities boom zu Ende sei. Wenn ich auf Aktien Preisse schau dann explorer Welt sitzt noch Tiefer wie vor einiger Zeit. Trotz steigenden Oel Preisen Oel Aktien haben nicht gestiegen. Jetzt nur gefallen. Daher Einstiegspreise werden immer gunstiger.
Hier ist einige Interesante energie Aktien, die seinen Wert nicht so dramatisch verloren haben und zeigen auf einige Stabilitaet. Pennan energy habe ich in meinen Depot:
Adelphi Energy Limited (asx.ADI)
PENNANT ENERGY INC (PEN)
Hier ist einige Interesante energie Aktien, die seinen Wert nicht so dramatisch verloren haben und zeigen auf einige Stabilitaet. Pennan energy habe ich in meinen Depot:
Adelphi Energy Limited (asx.ADI)
PENNANT ENERGY INC (PEN)
Super-cycle gets a flat as commodities fall
Andrew Main, business editor | August 06, 2008
COMMODITY prices fall: not many hurt. The two forces at work in global commodity prices are a lot more evenly matched than they were a few months ago, when almost all prices were stronger than a mallee bull.
The 2.8 per cent overnight drop in the US Commodity Research Bureau (CRB) index has been seen in some circles as a seachange.
Yes, the prices have come off but let's just throw in a few other factors. First, they're in US dollars and what's happened to the greenback? It's going up against other currencies, most particularly ours, because our next interest rate move will be down and theirs will be up.
More? It's August, the month of the year when northern hemisphere mills and steelworks are more likely to shut down than at any other time other than Christmas. And in China, meanwhile, all emitters within a significant radius of Beijing are shutting down for the duration of the Olympics, not that it helped yesterday's visibility much there. There were even reports of mills shutting down in Shanghai.
Sentiment's much more of an indicator. Most share market reports are talking about rotation out of resources stocks and into bombed-out financial issues, although that wouldn't account for a drop in the physical commodities. Talk of a US recession points clearly to a reduction in US demand and the US is still the biggest economy in the world by a significant margin.
Tobias Levkovich, chief US equity strategist for Citigroup, has clearly been getting a pasting for declaring himself a sceptic of the super-cycle, saying yesterday he's been "berated recently by a consultant for expressing doubts in the commodities super-cycle, as if rendering a different opinion was some sort of treasonous act".
His line is that Indian industrial production is slowing "to a crawl" and China is having to "think hard about curbing inflation".
However, resource financier RFC's managing director Robert Adamson said last night that the outlook was more good than bad for most mined commodities.
"For iron ore, oil, copper and even gold the outlook is fantastic," he said.
But "for the next 18 months, things are going to be pretty sick for lead, zinc and nickel. After that, there are a number of zinc projects which will either be exhausted or will become uneconomic, thus reducing global zinc supply and helping prices".
Andrew Main, business editor | August 06, 2008
COMMODITY prices fall: not many hurt. The two forces at work in global commodity prices are a lot more evenly matched than they were a few months ago, when almost all prices were stronger than a mallee bull.
The 2.8 per cent overnight drop in the US Commodity Research Bureau (CRB) index has been seen in some circles as a seachange.
Yes, the prices have come off but let's just throw in a few other factors. First, they're in US dollars and what's happened to the greenback? It's going up against other currencies, most particularly ours, because our next interest rate move will be down and theirs will be up.
More? It's August, the month of the year when northern hemisphere mills and steelworks are more likely to shut down than at any other time other than Christmas. And in China, meanwhile, all emitters within a significant radius of Beijing are shutting down for the duration of the Olympics, not that it helped yesterday's visibility much there. There were even reports of mills shutting down in Shanghai.
Sentiment's much more of an indicator. Most share market reports are talking about rotation out of resources stocks and into bombed-out financial issues, although that wouldn't account for a drop in the physical commodities. Talk of a US recession points clearly to a reduction in US demand and the US is still the biggest economy in the world by a significant margin.
Tobias Levkovich, chief US equity strategist for Citigroup, has clearly been getting a pasting for declaring himself a sceptic of the super-cycle, saying yesterday he's been "berated recently by a consultant for expressing doubts in the commodities super-cycle, as if rendering a different opinion was some sort of treasonous act".
His line is that Indian industrial production is slowing "to a crawl" and China is having to "think hard about curbing inflation".
However, resource financier RFC's managing director Robert Adamson said last night that the outlook was more good than bad for most mined commodities.
"For iron ore, oil, copper and even gold the outlook is fantastic," he said.
But "for the next 18 months, things are going to be pretty sick for lead, zinc and nickel. After that, there are a number of zinc projects which will either be exhausted or will become uneconomic, thus reducing global zinc supply and helping prices".
Trading Spotlight
Hallo!
Hat jemand eine Meinung zu London Mining, oder hat sich schon mal jemand diese Aktie näher angeschaut.
Gruss Christian
Hat jemand eine Meinung zu London Mining, oder hat sich schon mal jemand diese Aktie näher angeschaut.
Gruss Christian
Auch wenn wir momentan eine Preis-Korrektur sehen, bin ich langfristig bullish für Kupfer und Explorer, die in den nächsten Jahren Kupfer produzieren werden.
Ist zwar vom Mai, aber wer sich dafür interessiert, sollte sich die Studie von MPS "An outlook for copper" mal ansehen. Besonders interessant ist Seite 19 mit der Schätzung von BHP Billition zur Kupfer-Nachfrage bis zum Jahr 2030:
http://www.mpsecurities.com.au/Publications/2008/BJD%20Prese…
Ist zwar vom Mai, aber wer sich dafür interessiert, sollte sich die Studie von MPS "An outlook for copper" mal ansehen. Besonders interessant ist Seite 19 mit der Schätzung von BHP Billition zur Kupfer-Nachfrage bis zum Jahr 2030:
http://www.mpsecurities.com.au/Publications/2008/BJD%20Prese…
AngloGold Ashanti sieht den Uranpreis in 2009 bei 100 $/lb und Langzeit-Uranpreis bei 70-80 $/lb
AngloGold Ashanti sees higher uranium output in 2009
By: Reuters - Published on 6th August 2008
South Africa's top uranium producer AngloGold Ashanti aims to increase production to 1,25-million pounds in 2009 and sees a high uranium spot price in 2008 and 2009, a senior executive said on Wednesday.
Output is expected to reach 1,30-million pounds in 2010, compared with 1,23-million in 2007 and 1,19-million in 2008.
"We could get back to a $100/lb in 2009 and beyond that the long term outlook for the uranium price will probably be in the $70-80," Thero Setiloane, vice president of sustainability at AngloGold Ashanti, told Reuters in an interview.
Setiloane is also chairman of AngloGold Ashanti's 100 percent-owned subsidiary Nufcor, responsible for uranium sales.
AngloGold Ashanti aims to expand production at its uranium processing plant to 400 000 t per month by 2011, from 240 000 t in 2008, subject to company board approval.
AngloGold Ashanti sees higher uranium output in 2009
By: Reuters - Published on 6th August 2008
South Africa's top uranium producer AngloGold Ashanti aims to increase production to 1,25-million pounds in 2009 and sees a high uranium spot price in 2008 and 2009, a senior executive said on Wednesday.
Output is expected to reach 1,30-million pounds in 2010, compared with 1,23-million in 2007 and 1,19-million in 2008.
"We could get back to a $100/lb in 2009 and beyond that the long term outlook for the uranium price will probably be in the $70-80," Thero Setiloane, vice president of sustainability at AngloGold Ashanti, told Reuters in an interview.
Setiloane is also chairman of AngloGold Ashanti's 100 percent-owned subsidiary Nufcor, responsible for uranium sales.
AngloGold Ashanti aims to expand production at its uranium processing plant to 400 000 t per month by 2011, from 240 000 t in 2008, subject to company board approval.
BASE METALS
DIVERGENT PERFORMANCE
Winners and losers in the base metals market
Views on the prospects for base metals from Natixis Commodity Markets – the London based commodities research arm of French Bank Natixis
Author: Natixis
Posted: Wednesday , 06 Aug 2008
LONDON -
S. http://www.mineweb.net/mineweb/view/mineweb/en/page36?oid=58….
DIVERGENT PERFORMANCE
Winners and losers in the base metals market
Views on the prospects for base metals from Natixis Commodity Markets – the London based commodities research arm of French Bank Natixis
Author: Natixis
Posted: Wednesday , 06 Aug 2008
LONDON -
S. http://www.mineweb.net/mineweb/view/mineweb/en/page36?oid=58….
LONDON (Thomson Financial) - World oil prices rebounded somewhat on
Wednesday as traders awaited a weekly US crude stockpiles report that could shed
fresh light on the strength of global energy demand.
Brent North Sea crude for September delivery added 65 cents to 118.35
dollars per barrel in electronic trading.
New York's main contract, light sweet crude for September gained 45 cents to
119.62.
Oil had fallen on Tuesday on prospects for waning demand amid signs of
slowing global economic growth, dealers said.
"Crude futures were a little stronger today, recovering from losses last
night," said Sucden analyst Andrey Kryuchenkov on Wednesday.
"Today investors will be paying close attention to the weekly report on US
fuel stocks."
He added: "Further support came from news that a Turkish pipeline, which
carries crude from Baku to Ceyhan port on the Mediterranean, was shut down due
to a fire blast."
Oil flow through the Baku-Tbilisi-Ceyhan (BTC) pipeline was cut Wednesday
after an explosion sparked a fire in a section in eastern Turkey, local
officials told Anatolia news agency.
The BTC pipeline carries oil from the Caspian Sea fields to Turkey's
Mediterranean port of Ceyhan, from where tankers transport the crude to Western
markets.
Later Wednesday, the US government's Department of Energy will release its
report on American energy stockpiles in the week ending August 1. Market
expectations are for falling crude and motor fuel stockpiles.
Crude prices have now slumped by about 20 percent since hitting record highs
above 147 dollars on July 11.
"The decline in oil prices largely reflects ongoing worries that oil demand
has weakened, especially in the US," said David Moore, a commodity strategist
with the Commonwealth Bank of Australia in Sydney.
"As well, it appears that Tropical Storm Edouard has had only a limited
impact on oil production in the Gulf of Mexico."
The storm made landfall Tuesday on the Texas coast. The market had initially
feared Edouard would turn into a hurricane that could disrupt oil output.
The slowing US economy is once again the main concern for investors as the
US Federal Reserve, in a widely expected move, kept its main interest rate
unchanged at 2.0 percent Tuesday citing concerns about sputtering economic
growth and inflationary pressures.
Wednesday as traders awaited a weekly US crude stockpiles report that could shed
fresh light on the strength of global energy demand.
Brent North Sea crude for September delivery added 65 cents to 118.35
dollars per barrel in electronic trading.
New York's main contract, light sweet crude for September gained 45 cents to
119.62.
Oil had fallen on Tuesday on prospects for waning demand amid signs of
slowing global economic growth, dealers said.
"Crude futures were a little stronger today, recovering from losses last
night," said Sucden analyst Andrey Kryuchenkov on Wednesday.
"Today investors will be paying close attention to the weekly report on US
fuel stocks."
He added: "Further support came from news that a Turkish pipeline, which
carries crude from Baku to Ceyhan port on the Mediterranean, was shut down due
to a fire blast."
Oil flow through the Baku-Tbilisi-Ceyhan (BTC) pipeline was cut Wednesday
after an explosion sparked a fire in a section in eastern Turkey, local
officials told Anatolia news agency.
The BTC pipeline carries oil from the Caspian Sea fields to Turkey's
Mediterranean port of Ceyhan, from where tankers transport the crude to Western
markets.
Later Wednesday, the US government's Department of Energy will release its
report on American energy stockpiles in the week ending August 1. Market
expectations are for falling crude and motor fuel stockpiles.
Crude prices have now slumped by about 20 percent since hitting record highs
above 147 dollars on July 11.
"The decline in oil prices largely reflects ongoing worries that oil demand
has weakened, especially in the US," said David Moore, a commodity strategist
with the Commonwealth Bank of Australia in Sydney.
"As well, it appears that Tropical Storm Edouard has had only a limited
impact on oil production in the Gulf of Mexico."
The storm made landfall Tuesday on the Texas coast. The market had initially
feared Edouard would turn into a hurricane that could disrupt oil output.
The slowing US economy is once again the main concern for investors as the
US Federal Reserve, in a widely expected move, kept its main interest rate
unchanged at 2.0 percent Tuesday citing concerns about sputtering economic
growth and inflationary pressures.
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