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    Timah - 500 Beiträge pro Seite

    eröffnet am 17.01.10 05:51:07 von
    neuester Beitrag 30.08.12 23:32:04 von
    Beiträge: 34
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    ISIN: ID1000111800 · WKN: A0Q7SR
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     Ja Nein
      Avatar
      schrieb am 17.01.10 05:51:07
      Beitrag Nr. 1 ()
      Hier seht ihr einen der grössten Zinn-Produzenten.
      Jetzt wird der Titel wieder interessant.
      Avatar
      schrieb am 17.01.10 05:54:37
      Beitrag Nr. 2 ()
      Avatar
      schrieb am 17.01.10 05:56:01
      Beitrag Nr. 3 ()

      Avatar
      schrieb am 17.01.10 05:58:36
      Beitrag Nr. 4 ()
      ... und hier eine aktuelle Markteinschätzung (Business Times):

      KL tin market may consolidate
      Published: 2010/01/16


      The Kuala Lumpur Tin Market (KLTM) is likely to consolidate next week with steady demand expected from foreign buyers, after hitting a 15-month high on Friday, dealers said.

      The price had surged to S$18,200 per tonne, the highest since September 2008, following sharp gains on the London Metal Exchange (LME) amid positive signs of a global economic recovery.

      "We expect demand for the metal to continue strong as investors digest China's move to tighten its monetary policy to achieve a solid growth," one of the dealers said.

      China, the world's largest scrap metal importer, has raised its bank reserves requirement ratio to curb inflation threats.
      The price of industrial metals including tin came under pressure early this week due to a knee-jerk reaction to the reserve ratio announcement, but it later rebounded.

      "China is the biggest growing economy in world. The country has it own strong momentum and this would indirectly help boost demand for metals," the dealer said.

      He said the tin price could hover between US$18,200 and US$19,250 per tonne next week with Japanese and European continuing to support the market.

      On a Friday-to-Friday basis, the KLTM tin price jumped US$700 to US$18,200 per tonne from US$17,500 per tonne.

      The metal's price on LME also surged by US$950 to US$18,450 per tonne from US$17,500 per tonne.

      The weekly turnover on KLTM was lower at 268 tonnes compared with 303 tonnes a week earlier.

      The price differential between KLTM and LME, based on a formula that includes freight, insurance and other financial costs, stood at a US$75 premium per tonne against US$325 per tonne previously. -- Bernama
      Avatar
      schrieb am 17.01.10 06:14:39
      Beitrag Nr. 5 ()
      Neben Timah als gut diversifizierter der Big-Player ist auch Metals X als aufstrebender Produzent interessant.
      Thread: Kein Titel für Thread 1155345110

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      schrieb am 27.02.10 22:59:57
      Beitrag Nr. 6 ()
      Foreign demand to boost KL tin mart
      Published: 2010/02/27



      The Kuala Lumpur Tin Market (KLTM) is likely to trade at the US$17,000 per tonne level next week, dealers said.

      They said strong overseas demand, especially from Europe, would provide the boost, while movement on the London Metal Exchange (LME) is also expected to provide direction.

      One dealer said the tin market was also expected to receive strong interest in anticipation of a better economic performance this year.

      The KLTM was closed on Friday for the Maulidur Rasul (Prophet Muhammad''s birthday) celebration.
      For this holiday-shortened week, the KLTM was traded mostly higher due to strong bids and an improving economic outlook.

      On Thursday, tin price surged by US$260 to close at US$16,900 a tonne from US$16,640 the previous Friday.

      Turnover for the week increased to 205 tonnes from 150 tonnes the previous week.

      The price differential between the KLTM and the LME widened to a premium of US$260 per tonne from US$25 last Friday.-- Bernama
      Avatar
      schrieb am 09.04.10 22:37:00
      Beitrag Nr. 7 ()
      PT Timah Tbk posted net profit of IDR 314 billion in 2009
      Wednesday, 07 Apr 2010
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      PT Timah Tbk reported its Consolidated Finance Statement of the year ended December 31st 2009 IDR 313,8 billion which was 77% lower compared than that of 2008 net profit of IDR 1,342.3 trillion or IDR 267 per share. The lower of net profit was due to global tin price especially in the H1 quarter of 2009.

      The global tin price started to In the middle of the Q3 moving up slowly with ranging of USD 16,000 per tonne from USD 13,000 per tonne on the Q1 and Q2. This circumstance is consequently impacted to company margin on the Q4 of 2009.

      Operational Highlight

      1. Company's main strategic plan is to reduce the dependancy from tin in concentrate production came from onshore mining. This strategy is important due to the large number of social problems that comes along the mining activity area. To support the plan, PT Timah Tbk attempt to increase the offshore production that go along with the Company's motto Go Offshore Go Deeper with adding the number of Cutter Suction Dredges that being planned to be 15 units at the end of 2010. The Cutter Suction Dredges will operate in reserves area that will be uneconomical if it is mined with Dredges or can be said as tailing in depth 25 meters to 35 meters. Each Cutter Suction dredges spend IDR 25 billion internal budged. Besides the Cutter Suction Dredges, PT Timah also develop its Dredges with new technology that can ranged up to 75 metric deep or known as Bucked Wheel Dredges. With this development, the company's motto go offshore go deeper expected can be achieved in 2011.

      2. Besides improving the offshore production, the company also attempts to increase the inland mining area security among other thing by constructing block systems on every mining area. Block system applied by trench dug a ditch or groove around the mining sites by two meters wide and 2 meters deep. Every block system can accommodate between 20 and 30 small scale mining, 2 mechanical mining and one open pit mining.

      3. The highest global refined tin price during 2009 was USD 16,745 tonnes and the lowest was USD 10,055 tonne with the average of USD 13,606 tonne, 26% decrease from 2008 global average tin price which was USD 18,512 per tonnes. Meanwhile, the exchange rate was relatively stable. The US Dollar rate on 2009 and 2008 was IDR 10,302 per USD and IDR 9,545 per USD respectively. Refined tin production on 2009 was 45,086 tonnes, 8% lower than 2008 production which was 49,029 tonnes.

      4. Production of tin in concentrate on 2009 was decrease by 20% to 37,701 tonnes of Sn compared to 47,074 tonnes of Sn in the same period last year. While tin ore inventory was dropped by 50% from 4,822 tonnes of Sn in 2008 to 2,425 tonnes of Sn in 2009.

      5. Higher contribution of ore was earned from onshore mining which was 19,493 tonnes of Sn on 2009 which also means 41% lower compared to the same period in 2008 which was 33,234 tonnes of Sn. Moreover, tin ore production from offshore increased by 32% from 13,840 tonnes of Sn on 2008 to 18,208 tonnes of Sn on 2009.

      6. Decreasing in metal production volume is occured because some of the production is utilizing slag and refined tin from the inventory that has consequences lowered down 41% the volume of slag inventory from 14,021 tonnes in 2008 to 8,215 tonnes in 2009.

      7. Coal business unit remain providing significant contribution to the company. The revenue from coal sales increased by 8% from IDR 741.9 billion on 2008 to become IDR 803.9 billion at the end of 2009.

      Financial Performance

      1. The company's gross profit in 2009 reached IDR 1,153.0 billion or 58% lower than that of 2008 which was IDR 2,718.6 billion and cost of goods sold of refined tin was 15% decreased while cost of goods sold other than tin is 4% decreased compare to that of previous year.

      2. The company's income from operation decreased by 67% from IDR 2,070.2 billion in 2008 to IDR 688.5 billion and profit before tax was 74% lower compared than that of 2008 of IDR 2,108.9 billion to IDR 549.2 billion in 2009.

      3. The company's total asset decreased by 16% from IDR 5,785.0 billion to IDR 4,855.7 billion. The decreased was mainly due to the decreased in current asset by 25% from IDR 4,305.9 billion on 2008 to IDR 3,244.5 billion on 2009. The larger contributor come from 46% decreases of total tin current inventory from IDR 2,774.1 billion at the end of 2008 to IDR 1,508.1 billion at the end of 2009.

      4. The company's account receivables on 2008 increased by 11% from IDR 423.3 billion to IDR 470.4 billion at the end of 2009.

      5. In 2008, the company decided to have short term bank load of IDR 365.7 billion and slightly decreased over the years 2009 to become IDR 364.3 billion. Trade payable also decreased by 3% to IDR 357.3 billion at the end of 2008 to IDR 351.2 billion at the end of 2009. Total equity decreased by 10% to IDR 3,430.1 billion in 2009 compared to IDR 3,820.6 billion in 2008.
      Avatar
      schrieb am 09.04.10 22:38:52
      Beitrag Nr. 8 ()
      Timah Cari Pinjaman Rp 400 Miliar
      Thursday, 08 April 2010

      PT Timah (Persero) Tbk (TINS) tengah mencari pinjaman Rp 400 miliar dari perbankan. Perseroan membutuhkan dana segar dari pihak luar guna menutupi kekurangan belanja modal (capital expenditure/capex) yang mencapai Rp 800 miliar pada 2010.

      ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

      Ich verstehe das zwar nicht, aber vielleicht ist das der Grund für den etwa 10%igen Kursanstieg von heute????
      Avatar
      schrieb am 10.04.10 11:22:09
      Beitrag Nr. 9 ()
      Antwort auf Beitrag Nr.: 39.306.653 von Plotin am 09.04.10 22:38:52bin auch am rätseln. Können das geplante Investitionen für 2010 sein. Verdopplung im Gegensatz zu 2009 ?

      Auf jeden Fall hat mich das Ergebnis 2009 nicht enttäuscht, da immerhin noch ein kleiner Gewinn entstanden ist und das trotz der ersten beiden schlechten Quartale 09. Dividende wird vermutlich nicht hoch ausfallen, aber dafür ist die Aussicht für eine höhere Dividende 2011 wieder gegeben.

      Investitionenen in 2010 offshore, guter Zinnpreis aktuell Aussicht steigend, besser als evtl. erwartetes Jahresergebnis, kann dazu geführt haben
      Avatar
      schrieb am 10.04.10 11:28:48
      Beitrag Nr. 10 ()
      Auszug:

      To support the plan, PT Timah Tbk attempt to increase the offshore production that go along with the Company's motto Go Offshore Go Deeper with adding the number of Cutter Suction Dredges that being planned to be 15 units at the end of 2010. The Cutter Suction Dredges will operate in reserves area that will be uneconomical if it is mined with Dredges or can be said as tailing in depth 25 meters to 35 meters. Each Cutter Suction dredges spend IDR 25 billion internal budged. Besides the Cutter Suction Dredges, PT Timah also develop its Dredges with new technology that can ranged up to 75 metric deep or known as Bucked Wheel Dredges. With this development, the company's motto go offshore go deeper expected can be achieved in 2011.

      ANM.: scheint so, dass tatsächlich größere Investitionen in neue Maschinen anstehen um den Abbau außer Landes effektiver und in Bereichen durchführen zu können, die mit den bisherigen "Dredges" (=Baggerschaufel ?) nicht möglich war.
      Avatar
      schrieb am 27.08.10 06:54:42
      Beitrag Nr. 11 ()
      Zinn der Anstieg scheint vorbei

      26.08.2010 - 16:35:13 Uhr
      Société Générale

      Paris (aktiencheck.de AG) - Bei vielen Rohstoffen waren in den letzten Wochen vermehrt Kursrückgänge zu verzeichnen, so die Analysten der Société Générale in ihrer aktuellen Ausgabe von "Investment & Life Rohstoffe".

      Anders habe es dagegen bei dem Industriemetall Zinn ausgesehen. Zinn werde unter anderem zur Herstellung von Dosen aber auch für Haushaltsgeräte wie Kühlschränke oder Waschmaschinen verwendet. Seit Anfang Juni habe die Wertentwicklung von Zinn die aller anderen Industriemetalle hinter sich gelassen. Das weißliche Metall habe über 34 Prozent zugelegt und zuletzt bei 21.610 US-Dollar je Tonne ein neues Allzeithoch erreichen können. In der gleichen Zeit habe beispielsweise Blei, welches die zweitbeste Wertentwicklung der Industriemetalle dargeboten habe, nur um rund zwanzig Prozent zulegen können.

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      Die beachtliche Performance habe zuletzt auch vermehrt das Interesse von Rohstofffonds auf das Industriemetall gezogen. Diese hätten ihre Kaufaktivität insbesondere auf den Markt für die physische Lieferung fokussiert, was dazu geführt habe, dass die Forwardkurve von Zinn deutlich in Backwardation gedriftet sei. Dies deute im Allgemeinen auf einen Engpass des Rohstoffes für die sofortige Lieferung hin. Insbesondere die aktuell von der Londoner Rohstoffbörse LME veröffentlichten Lagerbestände würden diese These unterstützen: Seit Ende Januar 2010 seien die Lager-Vorkommnisse um mehr als 48 Prozent zurückgegangen.

      Dies sei insbesondere mit deutlich gesunkenen Exportzahlen aus Indonesien zu begründen. Indonesien sei nach China der zweitgrößte Zinn-Produzent und der weltgrößte Exporteur des Industriemetalls. Im Vergleich zum Vorjahr hätten die Exporte um gut 12 Prozent nachgelassen. Dies sei insbesondere auf Maßnahmen der indonesischen Regierung zurückzuführen, welche verstärkt gegen illegale Minenbetreiber vorgegangen sei. Des Weiteren hätten heftige Regenfälle im ersten Halbjahr zu Produktionseinbußen geführt. Es hätten jetzt allerdings mehrere indonesische Minenbetreiber eine Produktionssteigerung für das zweite Halbjahr angekündigt, was den Preis wieder nach unten drücken könnte.

      Die Nachfrageseite von Zinn sei, wie bei den meisten Industriemetallen, durch China bestimmt worden. Im ersten Halbjahr habe die chinesische Nachfrage nach diesem Industriemetall, welche im Vergleich zum Vorjahr um 32 Prozent zugelegt habe, fast die Hälfte der weltweiten Zinnnachfrage ausgemacht. Allerdings werde erwartet, dass die chinesische Nachfrage nach Zinn und weiteren Industriemetallen im weiteren Jahresverlauf abnehmen werde, da die wirtschaftsstimulierenden Maßnahmen der chinesischen Regierung reduziert werden sollten. Sinke die Wirtschaftsleistung aus dem Reich der Mitte, werde auch der Rohstoffbedarf zurückgehen, was die Preise für Zinn drücken dürfte.

      Zinn habe in den letzten Wochen einen beachtlichen Anstieg dargeboten. Nichtsdestotrotz sei es unwahrscheinlich, dass dieser Anstieg weiter anhalten werde. Zwar befinde sich der Zinnmarkt weiterhin in einem Angebotsdefizit, d.h. die Nachfrage übersteige das Angebot, allerdings sei dies durch den vergangenen Anstieg bereits eingepreist und die sinkende Nachfrage Chinas dürfte den Zinnpreis von seinem derzeit hohen Niveau in tiefere Regionen fallen lassen. (Ausgabe 34 vom 25.08.2010) (26.08.2010/ac/a/m)
      Avatar
      schrieb am 04.09.10 11:05:17
      Beitrag Nr. 12 ()
      Tja, wie leicht sie sich doch irren können, die Kaffeesatzleser von der SocGen:
      +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
      Overseas demand to boost KL tin mart

      The KLTM is expected to keep a strong tone to reflect the continuous demand from Japan and Europe, a dealer said.

      The commodity's price has been projected to stay above US$21,500 per tonne level next week on the KLTM as traders continue to stock up before the upcoming holiday break.

      The market will be closed on Friday for the Hari Raya celebration.

      "Short-covering is expected to continue before the market closes. We would also see significant demand by European industries as it is now the end of the European summer season," the dealer said.

      He said a lower US dollar will also make the prices of metals quoted in US dollar more appealing and this will push up demand.

      The local tin price which hit a two-year high earlier the week closed the week at US$21,400, US$200 higher from last Friday's close of US$21,200 per tonne.

      The closing price on Friday, however was lower than the US$21,500 per tonne hit on Monday, which was the highest for the week and also a two-year high.

      The dealer said the strong performance was sustained during the week by overseas investor inflows, robust market fundamentals, and stronger electronic demand globally.

      Accumulated turnover was marginally lower at 240 tonnes against last week's turnover of 268 tonnes as the market was closed on Tuesday for Merdeka celebration.

      The bulk of the transactions were absorbed by European and local investors.

      The premium price differential between the KLTM and the LME widened to US$355 per tonne this week from the US$205 per tonne recorded previously.. -- Bernama

      Read more: Overseas demand to boost KL tin mart
      http://www.btimes.com.my/Current_News/BTIMES/articles/201009…
      1 Antwort
      Avatar
      schrieb am 04.09.10 18:58:51
      Beitrag Nr. 13 ()
      Antwort auf Beitrag Nr.: 40.100.206 von Plotin am 04.09.10 11:05:17selbst bei 14000 hat timah noch ein positives Quartalsergebnis. bin mit 21000 sehr zufrieden, da verdienen die wieder richtig gut. 2011 gibts dannn wieder eine schöne Dividende !!
      Avatar
      schrieb am 04.09.10 21:46:40
      Beitrag Nr. 14 ()
      Hallo Putzig, du scheinst ja der einer der wenigen zu sein, den Themen rund um Timah zu interessieren. Ich bion total gut mit dem Titel gefahren (und bleibe dabei) , vielleicht wird Metals X (s.o.) eine ebenso tolle story. Was hast du denn noch so auf der Watchlist?
      1 Antwort
      Avatar
      schrieb am 05.09.10 10:03:18
      Beitrag Nr. 15 ()
      hoppla, das ging aber holprig: ... einer der wenigen zu sein, den themen ... interessieren ... hätte es heissen sollen!
      Avatar
      schrieb am 05.09.10 20:49:34
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 40.101.582 von Plotin am 04.09.10 21:46:40timah ist so das einzige invest in zinn, dank eines freundes. gute finanzielle verhältnisse, gutes kgv, gute Aussichten.

      ansonsten bin ich überwiegend in Industriemetalle (cardero, tamerlane, .... und friends) investiert, natürlich etwas gold (ith, exeter, extorre, tara gold) und schmierstoffe/energie (rockhopper, lukoil, surgutneftegaz, hathor, fission, ....).

      diversifizierung ist wichtig!


      was macht metals x?
      Avatar
      schrieb am 14.09.10 08:41:41
      Beitrag Nr. 17 ()
      Hallo Putzig,

      bei Metals X (WKN A0LG1C) geht gerade 'was. Infos findest du im Thread Thread: Metals X.

      Hier noch good news vom Zinn-Markt:

      ++++++++++++++++++++++++++++++++++++

      Tin may surge as supply lags behind demand
      Monday, 13 September 2010 at 10:37, Bloomberg

      Tin, the best performer on the London Metal Exchange this year, may surge as supply lags behind demand, draining stockpiles, according to Macquarie Group Ltd. The metal, used in packaging, may gain 17.5 per cent from $21,600 a metric tonne, analysts including Jim Lennon wrote in a report. That’s $25,380, according to Bloomberg calculations. Tin reached a record $25,500 on May 15, 2008, before the global recession cut prices to less than $10,000 by December that year. Three-month tin futures on the LME have gained 29 per cent this year, beating second-placed nickel’s 23 per cent climb. Tin traded little changed today at $21,850 a tonne at 11:07 am in Singapore, after touching $21,960 on September 10, the highest intraday price since August 1, 2008. Consumption may grow 15 per cent to 345,500 tonnes this year, while output may expand 2 percent to 328,500 tonnes, the report said. Production problems in Indonesia, the world’s biggest supplier, had contributed to lower output, “which should be supportive of prices,” the report said.

      http://english.alrroya.com/content/tin-may-surge-supply-lags…
      Avatar
      schrieb am 14.09.10 09:06:25
      Beitrag Nr. 18 ()
      sorry, der obige Link zum Thread geht nicht: Ich hab offenbar nicht die richtige Thread-Nummer gefunden. Du kannst den Thread über die WKN finden.
      Avatar
      schrieb am 16.09.10 09:32:48
      Beitrag Nr. 19 ()
      Zinnpreis wieder gewaltig gestiegen. Timah zieht nach.

      Halbjahreszahlen sind auf der Homepage von pttimah ersichtlich.

      Cashbestand, net income,eps, stark gesteigert !! Und das bei noch niedrigeren Zinnpreisen im ersten Halbjahr !! Könnte ein Superjahr werden mit einer schönen Dividende in 2011 !
      Avatar
      schrieb am 18.09.10 15:18:23
      Beitrag Nr. 20 ()
      Tin poised for record on supply shortfall

      “Tin prices rose to a two-year high, less than 10 per cent below the metal’s all-time high set in mid-2008, as production problems in Indonesia, the world’s top exporter, continued to tighten the market.

      Tin prices have surged because of a drop in supplies from Indonesia. The country’s exports of refined tin, which account for a third of the global market, dropped 14.5 per cent to 43,263 tonnes in the first half of the year compared with the same period of 2009.

      The drop comes on the back of a crackdown on illegal mining in Bangka-Belitug, off Sumatra island, and the depletion of the easily mined reserves. Small and medium-sized smelters, which depend on supplies from rudimentary family-owned mines in the island, have reduced output or shut down because of the lack of tin ore supplies and credit strains, analysts said.”

      Source: Financial Times, September 15, 2010
      Avatar
      schrieb am 30.09.10 21:33:00
      Beitrag Nr. 21 ()
      heute >+10% ... wer aber weiss, warum????
      Avatar
      schrieb am 06.10.10 14:39:07
      Beitrag Nr. 22 ()




      liegts am Zinnpreis?

      :rolleyes:
      Avatar
      schrieb am 06.10.10 14:46:27
      Beitrag Nr. 23 ()
      Bloomberg

      Venture Minerals Says Market Can Sustain Record Tin Prices

      October 06, 2010, 1:22 AM EDT


      http://www.businessweek.com/news/2010-10-06/venture-minerals…
      1 Antwort
      Avatar
      schrieb am 06.10.10 14:47:26
      Beitrag Nr. 24 ()
      Antwort auf Beitrag Nr.: 40.274.273 von Fruehrentner am 06.10.10 14:46:27


      VENTURE MINERALS


      scheint eine der wenigen reinen Zinnaktien zu sein neben Timah und North Queensland
      Avatar
      schrieb am 20.10.10 08:20:55
      Beitrag Nr. 25 ()
      zinn fährt ab:

      ++++++++++++++

      Avatar
      schrieb am 20.11.10 23:40:06
      Beitrag Nr. 26 ()
      Tin ore to become scarce: reports

      * Source: Global Times
      * [17:29 November 17 2010]
      * Comments

      Though China, being the country with most deposits of tin ore in the world, overexploitation and uncontrolled consumption have made the resource the scarcest among other non-ferrous metals, according to reports released by the National Business Daily Wednesday.

      "Its supply will hardly meet demand in the coming years, and the tin industry should keep vigilantly balanced on demand and supply," said Lei Yi, chairman of the Yunnan Tin Company Ltd.

      In order to minimize a near-future chaos in the industry, the Chinese government has launched a protection policy: Exports to be reduced, while imports increased.

      In the past nine months, China imported 13,744 tons of tin ore, an increase of 171.4 percent on a year-on-year basis.

      Besides governmental action, industries using tin resource as raw material should improve their core technology in order to save tin resource, said an analyst.

      In China, Yunnan, the Guangxi Zhuang Autonomous Region, Hunan, Inner Mongolia, Guangdong and Jiangxi are the resource's major producing regions.
      Avatar
      schrieb am 18.01.11 09:12:58
      Beitrag Nr. 27 ()
      Tin May Surge to $40,000 on Global Deficit, Malaysia Smelting's Anuar Says
      By Glenys Sim - Jan 17, 2011 10:43 AM GMT+0100

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      Tin, the best performer last year of the six principal base metals traded in London, may rally to a record $40,000 per metric ton as global supply may lag behind demand until at least 2013, according to Malaysia Smelting Corp.

      “You still have upside,” Mohd. Ajib Anuar, group chief executive officer of Malaysia’s largest producer, said in an interview. A price of $35,000 to $40,000 in the next five years “is not impossible” as demand climbs, new mines take longer than expected to start output, and ore quality drops, Anuar said.

      Tin, used in electronics and packaging, was the first base metal to reach a record last year after the worst global recession since the World War II. The metal rose 59 percent in 2010, touching $27,500 per ton on Nov. 9, on supply disruptions in Indonesia, China and Africa and increased demand. Barclays Capital has forecast a global shortage of 17,000 tons this year.

      “In real terms, the peak was over $40,000 and today it’s $26,000,” Anuar said on Jan. 14 in Singapore, referring to the price in 1980 adjusted for inflation. According to the U.S. Geological Survey, tin averaged $8.46 a pound ($18,646 a ton) that year, equivalent to about $22.39 a pound last year when adjusted to reflect the change in the value of money.

      Tin’s performance on the London Metal Exchange last year beat rallies in nickel, which gained 34 percent; copper, which surged 30 percent; and aluminum, which climbed 11 percent. Zinc fell 4.1 percent and lead gained 4.9 percent last year. Today, three-month tin futures gained 0.2 percent to $26,890 a ton at 5:37 p.m. in Singapore as the five other metals declined.

      Timah’s Outlook

      PT Timah, Indonesia’s largest tin exporter, said on Jan. 14 that production may drop in 2011 for a fourth straight year as bad weather disrupts operations. Output may be 37,000 to 40,000 tons this year compared with 40,000 tons last year, Corporate Secretary Abrun Abubakar said. Tin futures recovered from intraday losses of as much as 1.1 percent that day to end level.

      A La Nina weather pattern has brought heavier-than-usual rain to parts Asia this year and last, curbing tin production in Indonesia, the biggest exporter. Power cuts in China, the largest producer, also curbed output. In the Democratic Republic Congo, Africa’s largest tin producer, a general ban on mining was imposed in September in three eastern provinces.

      The global tin deficit may be 21,300 tons this year after an estimated 25,100-ton shortfall in 2010, according to industry group ITRI Ltd. Malaysia Smelting is one of ITRI’s board members. There was a deficit of 15,700 tons from January to October last year, according to the World Bureau of Metal Statistics.

      Forecast Deficits

      ITRI has also forecast deficits in 2012 and in 2013, after which new supplies from Morocco, Russia and Australia are expected to begin, according to Anuar, who has been in the tin industry for more than 30 years. “I’m not as optimistic,” he said. “I think the lead time will be much longer, so maybe the deficit will be longer.”

      Demand will be underpinned by growth in the electronics and chemical industries, with use in batteries and glass-making having “a very promising outlook,” Anuar said. London Metal Exchange inventories of tin shrank 39 percent last year, the largest decrease since 2004.

      To be sure, the outlook for demand is also tin’s “biggest risk,” according to Cui Lin, chief representative of ITRI China. “The demand growth in China faces a slowdown as the government intensifies efforts to cool the economy,” Cui said today.

      China’s central bank told lenders on Jan. 14 to hold more deposits as reserves for the fourth time in two months, lifting required ratios by half a percentage point. The People’s Bank of China also raised interest rates twice last year.

      While there are reserves to support tin consumption for the next 20 years, the quality of ore is declining, meaning less metal is extracted from each ton of earth. That’s driven up the cost of production, Anuar said.

      “Because of the lack of exploration for more than two decades, since the collapse of the tin market in 1985, all the richer deposits and the more-accessible deposits have been mined,” said Anuar.

      To contact the editor responsible for this story: Glenys Sim at gsim4@bloomberg.net

      To contact the editor responsible for this story: James Poole at jpoole4@bloomberg.net
      1 Antwort
      Avatar
      schrieb am 18.01.11 11:09:53
      Beitrag Nr. 28 ()
      Antwort auf Beitrag Nr.: 40.878.192 von Plotin am 18.01.11 09:12:58Danke für das posting.

      Gibt es außer TIMAH noch andere "Zinnaktien"?
      Avatar
      schrieb am 28.01.11 14:42:36
      Beitrag Nr. 29 ()




      Der Zinnpreis geht nun durch die Decke! :rolleyes:
      1 Antwort
      Avatar
      schrieb am 28.01.11 20:57:05
      Beitrag Nr. 30 ()
      Hallo Fruehrentner,

      sorry, ich hab deine Frage vom vorlestzten Posting irgendwie aus dem Auge verloren.
      Ich finde Metals X interssant, es gibt wenige weitere, die mir mím Moment aber zu teuer erscheinen. Ich finde es wichtig, dass Kaufkandidaten mindestens krz vor der Produktion sind oder zu Zeiten eingekauft haben, las Zinn billig war (wie eben Mtetals X) , sonst nützt der schönste Zinnpreis nichts.
      Ich nutze www.infomine.com als Informationsquelle. Und du??
      Avatar
      schrieb am 28.01.11 21:42:32
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 40.943.666 von Fruehrentner am 28.01.11 14:42:36leider geht der jährliche Ausstoß von timah gravierend zurück. Klasse wäre für 2011 der aktuelle Zinnpreis als Durchschnitt und wieder mal 50.000 t Umsatz. Dann würde der Aktienkurs durch die Drecke brechen
      Avatar
      schrieb am 28.01.11 22:18:50
      Beitrag Nr. 32 ()
      Hallo Putzig,

      der jährliche Austoss bei Timah hat zwei Seiten. Timah ist ein Big Player: Wenn der wenig produziert und die Nachfrage stimmt, steigt der Preis. Das finde ich auch gut.
      Avatar
      schrieb am 09.04.11 12:39:20
      Beitrag Nr. 33 ()
      wir werfen einen Blick auf den Zinn-Chart:

      Avatar
      schrieb am 30.08.12 23:32:04
      Beitrag Nr. 34 ()
      30.08.2012

      Sachsen
      Probebohrung bestätigt riesiges Zinnvorkommen


      http://www.spiegel.de/wissenschaft/natur/sachsen-riesiges-zi…



      :rolleyes:


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