Metro Mining (MMI) - Gewinnpotential 537% nach Übernahme von Gulf Alumina (Seite 72)
eröffnet am 05.12.16 18:22:59 von
neuester Beitrag 13.04.24 15:31:42 von
neuester Beitrag 13.04.24 15:31:42 von
Beiträge: 853
ID: 1.242.591
ID: 1.242.591
Aufrufe heute: 0
Gesamt: 65.574
Gesamt: 65.574
Aktive User: 0
ISIN: AU000000MMI6 · WKN: A12GBB · Symbol: 6ME
0,0260
EUR
0,00 %
0,0000 EUR
Letzter Kurs 17.04.24 Tradegate
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,5750 | +15,38 | |
| 45,20 | +14,14 | |
| 1,4000 | +10,24 | |
| 37,18 | +10,00 | |
| 22,460 | +9,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,5900 | -8,09 | |
| 2,1800 | -9,17 | |
| 69,05 | -9,48 | |
| 154,95 | -9,76 | |
| 0,7997 | -12,16 |
Beitrag zu dieser Diskussion schreiben
Feedback
Übrigens wurden heute die 16 cent genommen.
Nachbörslich 16,5 audcent
All time High
seit sie Metro Mining heißen
Ausbruch ???!!!!
Nachbörslich 16,5 audcent
All time High
seit sie Metro Mining heißenAusbruch ???!!!!
Sehr interessant. 3 wichtige Infos.
"trade axis back toward South East Asia" ???
Die beiden roten Absätze wären natürlich super für Metro
-----------------------------------------------------
CBIX Index Wrap_27 January 201730 January 2017
Chinese Year of the Rooster – disruption, volatility and nationalism – a potent mix.
Due to the Chinese Lunar New Year celebrations (starting 28th Jan), only limited data is available for the update this week. However, we’ve taken the opportunity to make a few quick 2016 observations and some comments on 2017, as we see it unfolding.
On prices, Chinese alumina prices were unmoved leading into the holiday week, with the north price at RMB2,993/t (US$435/t) and the south at RMB2,960/t (US$430/t), with most transactions likely to cease now until 13th Feb. Bauxite prices also held their ground with CBIX at US$52.9/dmt.
Three weeks ago, news was leaked of Chinese authorities preparing draft air pollution control measures, commencing 2017, which included production cuts during the winter heating season (mid Oct to mid Mar) of up to 30% for some aluminum smelters in Hebei, Shandong, Henan and Shanxi and up to 50% for alumina refining production in the same provinces.
Authorities have subsequently released a draft of the measures and are now seeking industry consultation. The release of the draft signals a clear intention by the government to make good on its threat to act on air pollution, with primary Al and alumina identified as target industries.
If enacted, the measures would likely see further volatility in domestic alumina and primary Al prices. Chinese primary Al prices have been buoyed by the rumours preceding the draft, with prices holding above RMB13,000/t, and, following the draft release last week, futures markets climbed to over RMB14,400/t.
As a result of several red mud dam incidents during 2016, Chinese refiners already find themselves in the spotlight, for all the wrong reasons, and under increasing scrutiny from China’s environmental protection agencies. Now, with the spectre of forced capacity closures, it’s looking like an ominous start to the year for domestic refiners.
Recently announced amendments to the Indonesian minerals export ban, coinciding with a likely removal of the bauxite mining ban in Malaysia (Q2 2017), may well see a shift in the global bauxite trade axis back toward South East Asia. Assisting the shift are reports of ongoing protests and ill sentiment from locals toward Guinea’s two major bauxite exporters, CBG and SMB-WAP. A major disruption to exports from Guinea has the potential to significantly impact bauxite prices during 2017.
Adding to the volatility is the emergence of new bauxite export projects around the world, with total nameplate capacity in excess of 100 MTPY on our numbers. They won’t all fly, but some will, which has implications for the global bauxite mining cost curve.
Freight markets clawed their way back from the brink during Q1 2016, as chronic fleet overcapacity and low oil prices slowly saw some respite. A continued upward trend in freight prices is forecast for 2017, as oil prices rise and fleet capacity slowly rebalances through early vessel retirements.
We’re in for quite a year! At the bauxiteindex.com we’re committed to keeping you abreast of all the changes throughout 2017, as well as providing you with the most up-to-date and accurate bauxite price trends.
"trade axis back toward South East Asia" ???
Die beiden roten Absätze wären natürlich super für Metro
-----------------------------------------------------
CBIX Index Wrap_27 January 201730 January 2017
Chinese Year of the Rooster – disruption, volatility and nationalism – a potent mix.
Due to the Chinese Lunar New Year celebrations (starting 28th Jan), only limited data is available for the update this week. However, we’ve taken the opportunity to make a few quick 2016 observations and some comments on 2017, as we see it unfolding.
On prices, Chinese alumina prices were unmoved leading into the holiday week, with the north price at RMB2,993/t (US$435/t) and the south at RMB2,960/t (US$430/t), with most transactions likely to cease now until 13th Feb. Bauxite prices also held their ground with CBIX at US$52.9/dmt.
Three weeks ago, news was leaked of Chinese authorities preparing draft air pollution control measures, commencing 2017, which included production cuts during the winter heating season (mid Oct to mid Mar) of up to 30% for some aluminum smelters in Hebei, Shandong, Henan and Shanxi and up to 50% for alumina refining production in the same provinces.
Authorities have subsequently released a draft of the measures and are now seeking industry consultation. The release of the draft signals a clear intention by the government to make good on its threat to act on air pollution, with primary Al and alumina identified as target industries.
If enacted, the measures would likely see further volatility in domestic alumina and primary Al prices. Chinese primary Al prices have been buoyed by the rumours preceding the draft, with prices holding above RMB13,000/t, and, following the draft release last week, futures markets climbed to over RMB14,400/t.
As a result of several red mud dam incidents during 2016, Chinese refiners already find themselves in the spotlight, for all the wrong reasons, and under increasing scrutiny from China’s environmental protection agencies. Now, with the spectre of forced capacity closures, it’s looking like an ominous start to the year for domestic refiners.
Recently announced amendments to the Indonesian minerals export ban, coinciding with a likely removal of the bauxite mining ban in Malaysia (Q2 2017), may well see a shift in the global bauxite trade axis back toward South East Asia. Assisting the shift are reports of ongoing protests and ill sentiment from locals toward Guinea’s two major bauxite exporters, CBG and SMB-WAP. A major disruption to exports from Guinea has the potential to significantly impact bauxite prices during 2017.
Adding to the volatility is the emergence of new bauxite export projects around the world, with total nameplate capacity in excess of 100 MTPY on our numbers. They won’t all fly, but some will, which has implications for the global bauxite mining cost curve.
Freight markets clawed their way back from the brink during Q1 2016, as chronic fleet overcapacity and low oil prices slowly saw some respite. A continued upward trend in freight prices is forecast for 2017, as oil prices rise and fleet capacity slowly rebalances through early vessel retirements.
We’re in for quite a year! At the bauxiteindex.com we’re committed to keeping you abreast of all the changes throughout 2017, as well as providing you with the most up-to-date and accurate bauxite price trends.
Antwort auf Beitrag Nr.: 54.181.329 von Pennystockchampion am 27.01.17 17:11:07Ja eigentlich fast immer 1x abends, wo allerdings zuerst die orders von Europa zu sehen sind und 1x morgens sowie auf das Volumen, da kann man dann das sehen
Antwort auf Beitrag Nr.: 54.180.939 von Lenardo am 27.01.17 16:10:26
Danke für die Info! Schaust Du ab und an während der Handelszeiten rein?
Zitat von Lenardo: das Orderbuch ist aber nicht so ganz statisch wie Ihr vielleicht denkt,-
positiv ist das zu Handelszeiten das bid volumen auf der 14,5 aud cent noch auf 900k ansteigt, allerdings wird auf der 15.0 aud cent immer wieder recht heftig verkauft ohne das sich das ask volumen ändert.
Insofern bin ich mir nicht sicher ob das sich so schnell etwas bewegt.
Danke für die Info! Schaust Du ab und an während der Handelszeiten rein?
Antwort auf Beitrag Nr.: 54.180.529 von Pennystockchampion am 27.01.17 14:58:03das Orderbuch ist aber nicht so ganz statisch wie Ihr vielleicht denkt,-
positiv ist das zu Handelszeiten das bid volumen auf der 14,5 aud cent noch auf 900k ansteigt, allerdings wird auf der 15.0 aud cent immer wieder recht heftig verkauft ohne das sich das ask volumen ändert.
Insofern bin ich mir nicht sicher ob das sich so schnell etwas bewegt.
positiv ist das zu Handelszeiten das bid volumen auf der 14,5 aud cent noch auf 900k ansteigt, allerdings wird auf der 15.0 aud cent immer wieder recht heftig verkauft ohne das sich das ask volumen ändert.
Insofern bin ich mir nicht sicher ob das sich so schnell etwas bewegt.
Trading Spotlight
Antwort auf Beitrag Nr.: 54.180.291 von Reiners am 27.01.17 14:18:05
Super, danke Dir. Dafür gibt es jetzt einen "Eisberg" auf der 14,5 audcent
Zitat von Reiners:![]()
Der Eisberg ca. 800k bei 16,0 audcent, von vor ein paar Wochen, ist auch nicht mehr da.
Sieht auf den ersten Blick nicht schlecht aus.
Super, danke Dir. Dafür gibt es jetzt einen "Eisberg" auf der 14,5 audcent
Der Eisberg ca. 800k bei 16,0 audcent, von vor ein paar Wochen, ist auch nicht mehr da.
Sieht auf den ersten Blick nicht schlecht aus.
Antwort auf Beitrag Nr.: 54.179.669 von Reiners am 27.01.17 12:37:36
Ja der Chart sieht wirklich sehr gut aus! Gab den kleinen Rücksetzer und
dann ging es relativ schnell wieder auf Höchststand. Erfahrungsgemäß geht es dann
weiter nach oben. Hattest Du nicht ein Orderbuch für Australien?
Falls ja ware es schön wenn Du es mal hier rein kopierst.
Vorab danke und ein schönes Wochenende!
Zitat von Reiners:![]()
Erneuter Anlauf die 15,5 audcent zu nehmen.
Bin auf nächste Woche gespannt.
Ja der Chart sieht wirklich sehr gut aus! Gab den kleinen Rücksetzer und
dann ging es relativ schnell wieder auf Höchststand. Erfahrungsgemäß geht es dann
weiter nach oben. Hattest Du nicht ein Orderbuch für Australien?
Falls ja ware es schön wenn Du es mal hier rein kopierst.
Vorab danke und ein schönes Wochenende!
Erneuter Anlauf die 15,5 audcent zu nehmen.
Bin auf nächste Woche gespannt.
35% - nette Marge
Wenn ABX denkt, es kommen mal wieder Preise von 60 oder 70 USD/T können Sie meiner Ansicht nach lange warten. Bei um 50 USD/T verdienen einige immer noch gut genug.
Auf jeden Fall kommen wohl jährlich 5 Jahre lang dann 2,5 Mio tonnen vom Giganten Alcoa
--------------------------------------------------------------
Alcoa looks to ramp-up bauxite exports quickly
Friday, January 27, 2017 12:10AM
Alcoa global boss Roy Harvey says the company wants to “dramatically” ramp up its WA bauxite exports after last month’s first shipment of ore from WA.
Alcoa sent its first commercial shipment of bauxite from its Huntley mine near Dwellingup to China in late December, after signing a 400,000 tonne off-take agreement with a Chinese refiner.
The State Government has authorised bauxite exports of up to 2.5 million tonnes a year for five years, and the Alcoa chief executive told analysts on a quarterly earnings call on Wednesday the company hoped to quickly expand its operations to take advantage of the agreement.
Alcoa has not given details of the prices for its bauxite operations, which see it now selling about six million tonnes of product a year to third-party refiners.
But spot prices for high-grade bauxite were sitting above $50 a tonne in the lead-up to Alcoa’s first WA exports in December, and chief financial officer William Oplinger told analysts its margins on bauxite sales from Australia and Brazil were about 35 per cent.
Mr Harvey said Alcoa planned to increase is global capital investment budget by $US50 million, to $US150 million, to expand its bauxite operations.
“We continue to see great opportunities in the merchant bauxite markets and with modest capital expenditures we can increase our third-party sales volumes dramatically,” he said.
“During 2016 we started to build partnerships with key customers in China and elsewhere that can flourish and grow as we build out this highly profitable business.”
Alcoa mines about 35 million tonnes of bauxite a year at its Huntley and Willowdale mines in the Darling Range. It previously sent the product exclusively to its Kwinana, Pinjarra and Wagerup refineries.
It produces about 45 million tonnes of bauxite a year in Australia and Brazil.
Mr Harvey said Alcoa’s Pinjarra refinery remained its lowest-cost operation globally, and said the facility hit new production records in the December quarter.
Wenn ABX denkt, es kommen mal wieder Preise von 60 oder 70 USD/T können Sie meiner Ansicht nach lange warten. Bei um 50 USD/T verdienen einige immer noch gut genug.
Auf jeden Fall kommen wohl jährlich 5 Jahre lang dann 2,5 Mio tonnen vom Giganten Alcoa
--------------------------------------------------------------
Alcoa looks to ramp-up bauxite exports quickly
Friday, January 27, 2017 12:10AM
Alcoa global boss Roy Harvey says the company wants to “dramatically” ramp up its WA bauxite exports after last month’s first shipment of ore from WA.
Alcoa sent its first commercial shipment of bauxite from its Huntley mine near Dwellingup to China in late December, after signing a 400,000 tonne off-take agreement with a Chinese refiner.
The State Government has authorised bauxite exports of up to 2.5 million tonnes a year for five years, and the Alcoa chief executive told analysts on a quarterly earnings call on Wednesday the company hoped to quickly expand its operations to take advantage of the agreement.
Alcoa has not given details of the prices for its bauxite operations, which see it now selling about six million tonnes of product a year to third-party refiners.
But spot prices for high-grade bauxite were sitting above $50 a tonne in the lead-up to Alcoa’s first WA exports in December, and chief financial officer William Oplinger told analysts its margins on bauxite sales from Australia and Brazil were about 35 per cent.
Mr Harvey said Alcoa planned to increase is global capital investment budget by $US50 million, to $US150 million, to expand its bauxite operations.
“We continue to see great opportunities in the merchant bauxite markets and with modest capital expenditures we can increase our third-party sales volumes dramatically,” he said.
“During 2016 we started to build partnerships with key customers in China and elsewhere that can flourish and grow as we build out this highly profitable business.”
Alcoa mines about 35 million tonnes of bauxite a year at its Huntley and Willowdale mines in the Darling Range. It previously sent the product exclusively to its Kwinana, Pinjarra and Wagerup refineries.
It produces about 45 million tonnes of bauxite a year in Australia and Brazil.
Mr Harvey said Alcoa’s Pinjarra refinery remained its lowest-cost operation globally, and said the facility hit new production records in the December quarter.
Durchsuchen
