Kohleaktien mit beeindruckender Performance - 500 Beiträge pro Seite

[Kostolany4]

Diesen Thread eröffne ich im Auftrag des neuen Users Coxos, der noch keine Threads eröffnen kann. Finde das Thema aber auch sehr spannend.

Kohleaktien legten in den letzten Monaten einen rasanten Anstieg hin. Zunehmende Nachfrage der Stahlkonzerne und Kohlekraftwerke auf der Welt, dazu Überschwemmungen von Minen in Australien führten dazu, das die für das kommende Jahr ausgehandelten Kohlepreise einige 100% über denen von 2007 liegen.













Links:
www.Coalportal.com
www.CoalWorld.net
www.GlobalCoal.comhttp://maximumprofit.wordpress.com/category/kohle-artikel/

[TraderA]

evtl. nächster Kohle Highflyer

Kal Energy WKN: A0LG2J
http://www.kalenergyinc.com


204 Tonnen Jorc Kohleressourcen
PP 9Mio$ bis zur Prod. abgeschlossen
Ex BHP Billton Boss jetzt CEO
Office verlegung zur Produktionsstelle
erster Abbau verm. 2009
Steigerung auf 5Mio.T.pro Jahr bis 2011
Marketkap. aktuell 25Mio.€

Latest News

May 2008
Martin Hurley steps down, Company Headquarters moving to Asia

2008-05-21 10:01:00

KAL Energy, Inc announced that Mr. Martin Hurley, CEO of KAL Energy, has resigned from the company, effective immediately.

William Bloking, Ex-BHP Billiton Petroleum Boss, elected as Chairman

2008-05-15 08:30:00

KAL Energy, Inc is pleased to announce Mr. William Bloking has been elected to the Chairman role.

March 2008
KAL Energy, Inc. Closes over US$9M in Private Placement

2008-03-18 11:02:00

KAL Energy, Inc is pleased to announce the raising of over US$9M to further fund and develop its business.

Quelle: http://www.kalenergyinc.com/news

[Pirat_Micha]

Hallo,

ich denke bei den meisten Kohleaktien haben "wir" den Anschluss schon verpasst und können nur stauen was andere für Geld verdient haben !!

Als Beispiel

Mongolia Energy Corp
http://www.mongolia-energy.com/mec/index.html



in 3 Jahren 3800% Plus

[Zwischentoene]

hier mal ein mongolischer Kohle-Explorer in der Nähe der chinesischen Grenze, bei dem alles rund läuft:



und hier einer, bei dem ich auf diese oder eine ähnliche Entwicklung spekuliere, einige Meilensteine hat RedHill schon geliefert; die politische Situation in der Mongolei verhindert aus meiner Sicht noch eine größere Aufmersamkeit:



Thread: Red Hill Energy: ein Kohlenmonster?
http://www.redhillenergy.com/

[Sunray01]

Weil es so schön ist, und jene auch noch Divi ausschüttet pro 1/4 J



http://www.fording.ca/

Der Kohlehaufen langt für die nächsten 30 Jahre

[Diego22]

Antwort auf Beitrag Nr.: 34.305.105 von Sunray01 am 15.06.08 14:53:06

Ich finde auch Gloucester Coal oder Coal of Africa interessant.

Die Frage wird aber eher sein - lohnt der Einstieg bei den meisten Kohlewerten noch, auf aktuellem Niveau!?

[Zwischentoene]

Antwort auf Beitrag Nr.: 34.305.214 von Diego22 am 15.06.08 15:35:00

Daher der Hinweis auf RedHill.

Finde diejenigen, die noch nicht so fortgeschritten sind; Altona z.B. oder Waratah allen mir da spontan ein.

[Coxos]

tja, keiner kennt die kohlepreise in 2010, 11, 12
denn die zuletzt genannten firmen gehen dann frühestens in produktion
hinzukommen enorme kosten
um in produktion zu gehen

und wie es mit dem kursverlauf von explorern aussieht
die noch jahre von der produktion entfernt sind
konnten viele in ihren depots in den letzten 12-15 monaten live erleben

diese unsicherheit bei der entwicklung d kohlepreise muss man selbst bei produzenten wie gce und wtn
im ungünstigens fall bietet sich nach oben kaum noch spielraum
im günstigsten fall sind noch enorme kursgewinne möglich

http://maximumprofit.wordpress.com/western-canadian-coal/

[Zwischentoene]

Antwort auf Beitrag Nr.: 34.306.046 von Coxos am 15.06.08 19:51:51

aber den Bedarf kann man einschätzen - der hat dann Auswirkungen auf die Preise, oder?

[Coxos]

http://watch.bnn.ca/clip60688#clip60688

[Coxos]

WTN
9,87

[Coxos]

Schluss
10,60

[Kambyses]

super

[Coxos]

WTN: Western Canadian Coal Receives ‘a Number’ of Takeover Advances

VANCOUVER (CP) — Western Canadian Coal Corp. [TSX:WTN] says it has received “a number” of proposals to buy all or part of the company, news that sent its once-suffering stock up nearly 22% to a record high Wednesday, despite a deepening loss in 2007. The Vancouver-based company, which six months ago was in financial trouble before coal prices soared and it secured a new lender, said it has invited a “select group of interested parties” to the next round of acquisition discussions. It provided no details about possible bidders. Analysts speculate the interested parties could range from London-based Cambrian Mining [AIM:CPM], which owns about 40% of Western Canadian Coal, to Anglo American PLC [LSE:AAL; Nasdaq:AAUK], another London-headquartered company, which has interests in British Columbia coal properties not far from Western Canadian’s mines. Other options might include Asian steel companies or Audley Capital Advisors, which helped bail out the company last year. “There are a wide number of possibilities,” said one analyst who didn’t want to be identified. Western Canadian Coal stock jumped C$1.90, or 21.84%, to C$10.60 on the Toronto Stock Exchange Wednesday after it updated its strategic review process. More than six million shares were traded. The company announced the review in mid-December, when its stock was sitting just above C$1. It was trading at 47 cents last November, its lowest level in almost four years. Western Canadian said then the review was needed to move forward with its Falls Mountain and Brule developments, calling it “an opportune time to review strategic alternatives” given predictions of rising prices for metallurgical coal used in steelmaking.Bad weather in China and Australia has impacted infrastructure and curbed production, squeezing global supply and causing coal prices to triple in the past year. Last month, Western Canadian said it had negotiated a majority of its 2008 coal year contracts for its hard coking coal an average above US$300 per tonne - 365% higher than the year before. It also set most of its 2008 contracts for its low-volatile pulverized coal injection coal at US$248 per tonne, up 350%. Last year, when Western Canadian Coal was in its first year of price negotiation, it offered some discounts and trial shipments to get customers acquainted with its product. Earlier this year, Western Canadian secured US$30 million in bridge financing from Audley European Opportunities Master Fund, to repay existing project financing and speed up expansion at the Willow Creek mine in B.C. Audley also holds US$30 million of the company’s convertible debentures along with warrants to buy up to 2.6 million shares, which could give the investor about 20% of Western Canadian. Western Canadian also said Wednesday it had a net loss of C$106 million or 95 cents per share in the year ended March 31, compared with a prior-year loss of C$13 million or 14 cents per share. Analysts surveyed by Thomson Financial were looking for a loss of 76 cents per share. The year’s results included C$23.6 million in one-time adjustments and losses stemming from the high Canadian dollar, the company said. Sales were C$252.5 million, up 88% from C$134.1 million the year before, as coal volumes sold rose to 3.04 million tonnes. Fourth-quarter sales were C$75.3 million, up C$44.8 million from the same quarter last year. The quarterly loss amounted to C$37.8 million, 33 cents per share, compared to a loss of C$3.3 million or three cents per share. However, “With record coal prices this year now expected to continue into the next fiscal year, Western Canadian Coal expects to generate high positive cash flows in the near term and for the upcoming years,” stated CEO John Hogg.


http://maximumprofit.wordpress.com/category/kohle-artikel/

[Coxos]

läuft alles wie verrückt

[eula]

Western Canadian Coal downgraded to "speculative buy"

06/23/08 - Canaccord Adams

NEW YORK, June 23 (newratings.com) - Analysts at Canaccord Adams downgrade Western Canadian Coal Corp (WC9) from "buy" to "speculative buy." The target price has been raised from C$10.50 to C$12.25.

In a research note published this morning, the analysts mention that the company has posted its F4Q08 EPS short of the estimates. Downside risks to the volume and cost guidance for FY09 have risen in view of the ongoing productivity issues, the analysts add. The ongoing strategic review process has led to several non-binding proposals for all or part of the company, Canaccord Adams says. There is additional upside to coking coal prices for 2009, according to the analysts.

[Assetpfleger]

Interessanter thread!

[Coxos]

neue meldungen
http://maximumprofit.wordpress.com/category/kohle-artikel/

[Kostolany4]

Seit Threaderöffnung gab es einen satten Einbruch, was wieder die Weisheit bestätigt, daß man 2 Dingen nie nachlaufen sollte: einer Straßenbahn und einer Aktie, denn die nächste kommt bestimmt.

[Kostolany4]

Sharp correction in coal prices hits listed stocks

Fundamentals steady, but a correction in frothy spot prices triggers sharp sell off of listed stocks, in coal and beyond.

JOHANNESBURG Thursday , 03 Jul 2008

A sharp correction in spot coal prices on Wednesday spread like a contagion across the world, triggering heavy profit taking in listed coal stocks, and then spreading into other resources sub-sectors. Nothing in coal's fundamentals has changed in the past few days, but spot prices had moved into frothy areas and were vulnerable to a blow off.

The pattern is familiar to some investors by now; over the past year or so, blow offs have been seen in uranium, wheat, nickel, zinc, lead, rice, pork bellies, palladium, and cotton. As a rule, however, prices then tend to settle at levels well above the five year average.

Prices for benchmark Appalachian coal futures had risen by nearly 200% over the past 12 months, and even after Wednesday's correction of 9% at the close, are up by 25% in the past month alone. Most coal mined around the world is sold on a contractual basis, normally annual, but spot markets, as in the case of iron ore, are referred to as useful guides as to where fresh contracts will be fixed.

Metallurgical (coking) coal contract prices have typically tripled over the past year, while steam coal, a cheaper coal used in power stations, has typically seen prices increase by at least 100%, depending on region, shipping rates, and quality. Contact prices for iron ore, a "sister" commodity to metallurgical coal, have increased by 70% to 80% in recent settlements.

Despite heavy profit taking in listed coal stocks, which spread to diversified miners that also produce coal, such as BHP Billiton, coal and coal-related stocks are among the best performing resources sub-sector over the past 12 months. Listed stocks of all kinds have become increasingly vulnerable to rising oil prices, which touched fresh records on Thursday.

The rotation where investors are happier to invest in commodity indices, and related exchange traded funds, rather than listed mining producers, continues at pace. Where investors rotated out of coal and coal-related stocks in the past day, the S&P GSCI GFI-Futures Index, a leading commodity index, is currently at record prices, along with similar indices, and ETFs such as the iPath Crude oil futures, iShares GSCI Commodities, iPath DJ Commodity, and PS DB Commodity.

Broad stock indices in Australia and New Zealand, resource rich countries, have touched 12 months lows in the past few days. The Dow Jones Industrial Index and FTSE have also hit 12 month lows; both have corrected by more than 20% from highs. The S&P 500 is 20% off its high and crucially testing its 12-month low.

Markets remained further vulnerable on Thursday, ahead of a policy rates decision by the European Central Bank, and crucial US jobs data. The ECB has hinted at a rates hike, to combat inflation. Should this materialise, a fragile dollar would weaken further, triggering further increases in dollar-denominated commodities.

50 selected coal stocks

http://www.mineweb.co.za/mineweb/view/mineweb/en/page38?oid=…

[Zwischentoene]

Antwort auf Beitrag Nr.: 34.447.957 von Kostolany4 am 07.07.08 06:25:53

tja, alle Ampeln rot; und was macht mein mongolischer Kohleexplorer? Börse ist so irrational

-Unruhen in der Mongolei
-Kohlepreise korrigieren
-Sommerloch
-Explorer an sich werden seit einem Jahr nicht mehr mit "pounds in the ground" bewertet (siehe z. B. Altona)

RH weiß nichts davon und ist auf Ausbruchskurs.



OK, eine pfs ist in Reichweite, RBC sammelte in den letzten Tagen auffällig ein, Chart zeigt eine kurzfristige Trendfortsetzungsformation... was tun?

Ich mache nur noch das Gegenteil meiner "Überzeugungen"

[Popeye82]

Antwort auf Beitrag Nr.: 34.303.721 von Pirat_Micha am 14.06.08 22:21:19

Glaub ich nicht unbedingt -man muss "nur" versuchen selektiv vorzugehen.

[Coxos]

erste zahlen von wtn
morgen folgt gce

http://maximumprofit.wordpress.com/

[Sunray01]

Hi Jungs

Wo kann ich eigentlich denn akuten Kohlpreis abfragen

Gruß

[Casino_Royal]

Antwort auf Beitrag Nr.: 34.780.762 von Sunray01 am 20.08.08 18:03:55

Hier gehts!:

http://www.coalworld.net/

Gruß Whitelight

[CFalko]

Hier ist es aber schnell ruhig geworden. Keine Tips für den nächsten Hype?