Rohstoffaktien-Depot mit langfristansatz Strategie (Seite 4697)

[aaahhh]

Zitat von urpferdchen: Welche beiden anderen Werte hast Du - wenn die gut sind, kann man die hier mal reinstellen -
Ich habe nur - EDAP und Adherex -

EDAP ganz klar und wieder Santhera
Gruß aaahhh

[urpferdchen]

Starcore fing mit Schnäppchenkursen zu 0,16 $ an -massives abfischen - steht wieder bei 0,175 $ -

Gold und Silber weiter im PLUS -
und heute geht Kupfer auch nach oben schon über 6.800 $ - gut für den Tiger res.
und im Juli sollte Nevsun auch gute Zahlen vorlegen.

[prallhans]

Antwort auf Beitrag Nr.: 47.183.116 von urpferdchen am 20.06.14 12:33:03

ich finde auch eher den Abschnitt mit den Banken interessant.

[urpferdchen]

So eine Allerweltsprognose - der DAX fällt oder steigt - die ist wenig hilfreich.

Da gefällt mir die Prognose von Rocco Gräfe besser - mit klarer Ansage - seit
Wochen. Das der DAX auf dem Weg nach oben ist 10.300 - 10.800

[urpferdchen]

Antwort auf Beitrag Nr.: 47.182.900 von aaahhh am 20.06.14 12:08:50

Welche beiden anderen Werte hast Du - wenn die gut sind, kann man die hier mal reinstellen -
Ich habe nur - EDAP und Adherex -

[prallhans]

Antwort auf Beitrag Nr.: 47.182.932 von urpferdchen am 20.06.14 12:12:13

Zum Dax mal anhören:

http://wolkep.blogspot.de/2014/06/charttechnik-dax-commerzba…

[Montekaolino]

Info.

Trevor Hoey is a senior writer for Financial Review Smart Investor. For the last 13 years he has been uncovering quality small and mid cap stocks for The Australian Financial Review, Shares Magazine and BRW. Trevor analyses breaking company news as it happens, giving active investors an important edge.
Six stocks to future proof your portfolio

Published 20 June 2014 07:14
[IMG]Investors who really want to be ahead of the game should study end markets and work backwards to determine where long-term demand lies.
Commodity prices are driven by supply and demand, but the market is often guilty of a reluctance to look outside of the traditional precious, base and hard rock metals.
In the future, the demand side of the equation will be driven by new age technology requiring materials that are out there, but in short supply, leaving early movers in the box seat for gains.
Investors who really want to be ahead of the game should study end markets and work backwards to determine where long-term demand lies.
Armed with this information and an awareness of emerging supply, you can adopt a proactive investment strategy, rather than simply reacting impulsively to gyrations in day-to-day commodity markets.
Today, Smart Investor has named six companies with exposure to four different commodities, highlighting their leverage to emerging trends.
It could be argued that the selection best suit long-term investors as activity in some industries is just gaining traction.
In saying that, at the start of June, the share price of one emerging graphite play we examine surged 140 per cent in a day. Don’t be surprised if there is more of that action to come.

Syrah Resources


Graphite has been one of the main success stories outside traditional metals in the last 12 months and this can largely be attributed to the rise in prominence of Syrah Resources.
Referred to in May by analysts at Deutsche Bank as a graphite giant in the making, Syrah has an outstanding growth profile. It’s driven by levels of production that will not only be a game changer for the company, but also change the overall global supply/demand landscape.
Syrah’s Balama deposit in Mozambique is a huge long-life resource, and it has grades that can’t be matched on a global basis.
As Deutsche said, Balama is the world’s largest resource and will grow in importance as environmental controls reduce Chinese graphite production, which up until now has accounted for about 70 per cent of supply.
However, even with its strong production profile over the years, China hasn’t been able to match the grades of 17 per cent found at Balama.
The resource currently holds 382 million tonnes of graphite at a grade of 17 per cent. This represents 65 million tonnes of graphite – greater than the entire Chinese reserve base of 55 million tonnes.
Deutsche believes Syrah will be the lowest-cost producer of graphite, allowing it to displace existing production – mainly in the supply to steel and electrode markets – while also creating new sources of demand.
Graphite has the potential to benefit from many emerging industries, particularly those related to “green energy”, given its applications in fuel cells, semiconductors, solar and nuclear energy.
However, the most exciting emerging market for graphite players is the electric car. There is already substantial demand for the commodity from Toyota for use in the construction of its Prius hybrid vehicle.
But the real mover and shaker in the space appears to be Tesla Motors, which recently announced plans to invest $5 billion into a factory to produce battery packs for its luxury electric cars.
Each electric car contains about 50 kilograms of graphite, while hybrid cars use about 10 kilograms.
Despite these developments, graphite producers already have ready markets for the material, as it is used in a range of electronic devices and is a beneficiary of the burgeoning smartphone industry.
While these areas are still growing, particularly in the smart electronic device area, supply is diminishing as a consequence of mines in China being shut down due to environmental issues.
In April, China officially announced plans to shut down polluting flake graphite operations, effectively reducing China’s supply by 20 per cent.
These factors stack up well for any players entering the graphite space that have an economically viable resource they can get to export markets.

Triton Minerals


Graphite miner Triton Minerals was on the end of a 140 per cent rerating in early June when the company announced outstanding exploration results from its Nicanda Hill project.
What’s so special about Nicanda Hill is that it is part of the Balama North project which lies only three kilometres from Syrah’s Balama deposit.
Graphite mineralisation at the site has been very impressive. Providing further confidence is the fact drilling results continue to correlate well with survey data.
Triton managing director Brad Boyle told Smart Investor that a VTEM (versatile time domain electromagnetic system) survey, used to assist in identifying mineralisation across commodities, at Nicanda Hill really highlighted the size of the resource.
Graphite’s high electric conductivity lends itself better than most metals to this type of surveying. In Boyle’s words, several parts of the surrounding region were “lit up like a Christmas tree” by the VTEM testing.
This bodes well for future exploration success for Triton, but it also should assist in driving down related costs – an important issue for an early stage play such as Triton.
Foster has a speculative buy on Triton. Consultant Optiro has identified a cumulative exploration target of between 760 million tonnes and 1290 million tonnes at Balama North.

Bora Bora Resources

If Syrah is the giant and Triton is the crouching tiger ready to pounce, the hidden dragon in graphite is definitely Bora
Bora Resources.
While the company’s shares have doubled in the last three months, if analysts at Veritas are on the mark, Bora Bora could double again in the next 12 months.
Bora Bora attracted some high-profile global investors when it raised capital to fund exploration at its Sri Lankan graphite assets, in particular its 75-per cent owned Matale graphite project.
Investors reportedly included Och-Ziff Capital Management, one of the world’s largest hedge fund firms.
While Bora Bora only listed on the ASX in May 2012, it isn’t just a newcomer riding on the coat tails of the likes of Syrah and Triton.
The group’s Sri Lankan assets are impressive; the country has a long history of producing high-grade graphite.
The Kahatagaha Graphite Mine (KGM) in Sri Lanka has operated since 1872, with production exceeding 300,000 tonnes over a period of more than 100 years.
Bora Bora’s Matale project is situated on 145,000 square kilometres of tenements and applications surrounding KGM.
Analysts at Veritas have described the graphite at the site as very high-grade and high-value, renowned for its purity and uniqueness compared with most other graphite mineralisation.
Using VTEM data and applying conservative grades consistent with adjacent deposits, Veritas estimates the project will have a net present value of $345 million, with Bora Bora’s 75 per cent ownership equating to $259 million, or $4.51 per share, fully diluted.
While there are plenty of bridges to cross before the company can place an accurate valuation on its projects, there is the potential for these milestones, as has been the case with Syrah and Triton, to trigger share price reratings.
As such, speculative investors could view Bora Bora as presenting an opportunity to jump on board a growth story in the making.

Hazelwood


Tungsten and its alloys are used extensively for filaments for electric lamps, electron tubes and heavy duty tools. The metal has applications in the manufacturing industry, and because of its hardness and high density also has military value.
Hazelwood Resources is a specialty metals producer with a majority stake in the Asian Tungsten Company (ATC) ferrotungsten project in Vietnam.
The ATC plant is the largest capacity facility of its type outside of China, with a maximum production capacity in excess of 4000 tonnes per annum.
Similar to graphite, tungsten is not a metal that is traded on global exchanges, but sold to specific end users.
Hazelwood has an established agreement with specialty metals trader Wogen Resources to negotiate sales arrangements.
Hazelwood is on track to produce 1500 tonnes of ferrotungsten in calendar year 2014, ramping up to 2600 tonnes in 2015.
Analysts at Hartleys estimate production from ATC will represent more than 25 per cent of global consumption outside of China by the end of 2014.
The broker views Hazelwood as an emerging global supplier of choice for end users who in the past have predominantly relied on China, which accounts for about 80 per cent of the world’s mined tungsten.
Hazelwood aims to be the major alternative source of premium ferrotungsten products to the European and Japanese markets, where demand is increasing.
Hartleys has attributed a base-vase valuation of $141 million to Hazelwood, representing value of 8.9 cents per share.
The broker has a 12 month price target of 7.6 cents on the stock, more than double its recent trading range. A small placement was executed in early June at a premium to the company’s share price.
While Hazelwood’s trading range makes it sound like a penny dreadful, it is badly in need of a share consolidation with issued capital of 1.2 billion shares.
The company is looking financially robust. with Hartleys anticipating cash flow of $5 million in 2014, increasing to $9 million in 2015 as production ramps up. This is better than many larger players that are drowning in debt with nothing to show for it.

Orocobre


While lithium is used broadly in the manufacturing industry, its key growth market is batteries, where its use in hybrid and electric vehicle technology should grow strongly over the next five to 10 years.
Analysts at Deutsche Bank are forecasting this market to experience compound annual growth of more than 20 per cent until 2018.
Furthermore, lithium-ion batteries are expected to increase market share from 35 per cent to 80 per cent within the hybrid and electric-vehicle sector.
Deutsche Bank said lithium has the highest electrochemical difference of any metal, and this will drive further improvements in rechargeable battery technologies.
Deutsche Bank placed a price target of $3.10 on emerging lithium producer Orocobrein December, which compared favourably with its share price of $2.35 at that time.
But the company is looking even better value at the moment.
Orocobre’s Argentinian-based Olaroz lithium project is due to start production in August.
More recently, other brokers have come out with upbeat reports on the stock. In May, Canaccord increased its share price target on Orocobre from $3.40 to $3.62, representing a 70 per cent premium to the company’s recent trading range.
The broker expects Orocobre to deliver a maiden profit of $22.8 million in 2015-16, representing earnings per share of 17 cents.
At that point, Orocobre will also be benefiting from the production of potash and boric acid.
Assuming the project is completed in August and on budget, Canaccord’s forecast net asset valuation on the stock is $4.06 per share.

Peak Resources


Companies in the rare earths sector aren’t the easiest to understand because of the highly scientific nature of the materials they produce.
However, one that came across as a more focused operation with relatively easy-to-understand links between materials and markets was Peak Resources.
Peak delivered an impressive prefeasibility study (PFS) for the Ngualla rare earth project in Tanzania in March.
The study unveiled a project requiring a relatively low underlying capital cost of $US91 million with a net present value of $US1.3 billion and a 58-year mine life.
The internal return rate of 39 per cent is impressive, as is the payback of development costs within the third year of production.
The PFS indicates 83 per cent of forecast revenue will be derived by Peak from the high value, high demand neodymium, praseodymium and mid-and heavy rare earth products.
All going to plan through the approval stage, definitive feasibility study completion and execution of project funding, Peak expects the Ngualla project can be in production in less than four years, which is relatively quick for the rare earth industry.
Peak already has a good track record in terms of quickly meeting milestones at low costs. It attributes this to the project’s unique combination of favourable geological, mineralogical and metallurgical characteristics.
Peak will produce four key materials being neodymium and praseodymium oxide, lanthanum oxide and cerium oxide. Neodymium and praseodymium are primarily used to make high-power magnets and the former accounts for about 80 per cent of the rare earths used in magnet manufacture.
The magnets sector is expected to experience compound annual growth of more than 10 per cent over the next five years, driven by a shift towards green technologies. Wind turbines with direct-drive technologies, as well as hybrid and electric vehicles will provide significant demand.
There is mass-market demand for lanthanum oxide as it is used in laptop computers, cameras and fibre optics, as well as having applications in the manufacture of rechargeable nickel metal hybrid batteries.
Cerium oxide is used to polish glass, metal, computer chips and other electronic components.
While Peak may continue to fly under the radar, it would pay to look out for milestone events with the definitive feasibility study in 2015 likely to be the next most significant share price catalyst.

[urpferdchen]

Antwort auf Beitrag Nr.: 47.181.310 von prallhans am 20.06.14 08:59:12

Seit Mitte März steigt der DAX und DOW - nach 3 einhalb Monaten Anstieg - DAX evtl. noch bis 10.300 - wäre
eine Korrektur bis 9.600 - 9.200 normal - im Juli - August -
bei 9.600 ist der Ausbruch aus dem Diamant - und den von oben testen.
Das hat er letztes Jahr auch gemacht.

[aaahhh]

Antwort auf Beitrag Nr.: 47.180.800 von urpferdchen am 20.06.14 07:33:30

Adherex ist übrigens auch ein " Biohero" Wert.Ich persönlich halte lieber die anderen beiden Werte.
Ein ganz anderer Bereich, aber für meinen Geschmack extrem zukunftsträchtig und mit einem enormen flow an guten News in letzter Zeit ist Newnote. Der Kurs hat noch nicht entsprechend reagiert, wäre also noch eine günstige Gelegenheit.
Gruß aaahhh

[Montekaolino]

Info. Graphite China.

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=2014…