Metro Mining (MMI) - Gewinnpotential 537% nach Übernahme von Gulf Alumina (Seite 75)
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ISIN: AU000000MMI6 · WKN: A12GBB · Symbol: 6ME
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Rio Tinto (von heute) bzgl. Bauxite Exporte
The strong production performance and healthy demand from China enabled the Group to ship 29.3 million tonnes to third parties in 2016, ten per cent higher than 2015
The strong production performance and healthy demand from China enabled the Group to ship 29.3 million tonnes to third parties in 2016, ten per cent higher than 2015
Kann ich drin morgen bzw heute schicken.
Gib mir bitte noch mal die email Adresse per BM
Gib mir bitte noch mal die email Adresse per BM
Antwort auf Beitrag Nr.: 54.092.894 von Reiners am 16.01.17 12:40:36
Morgen,
2,3Sachen mal:
1) Was mich mal interessieren würde -Wieviele, Wenn man Das wissen darf, verschiedene Aktien hast Du denn eigentlich?
Keine Namen, nur Anzahl.
Und –sind Die Über mehrere(wenn Welche?) Branchen gestreut?
2) Kann man vielleicht von deiner Metro "Kalkulation2, glaube in Schreiben 2, Eine Kopie von Deiner Originaltabelle haben?
Also Das "bearbeitbare Sheet", sozusagen.
Weiss Das noch nicht so ganz genau, aber würde mir wahrscheinlich Einige Sachen leichter machen.
(Zeiten Wo Das an Der Tagesordnung stand schon länger her, und von Den "funktionalen Formeln" aktuell 0plan mehr)
Anderfalls bekomme ich Das auch Selber gebacken, nur aufwendiger.
3) Könnte mir vorstellen dass –WENN Du Zeit/Lust hast-Wir auch mal Zusammen 1,2 "Projektchen" angehen könnten.
Nix für Nächste Woche, oder nächsten Monat, aber vielleicht Die Nächsten 1,2 Jahre.
Dürfte aber Wenn schon Einiges an Zeit in Anspruch nehmen.
Möchte erstmal Nichts Genaueres sagen, Es ha(/ä)t(te) aber Was mit Der Tabelle zu tun.
GL,
P.
Morgen,
2,3Sachen mal:
1) Was mich mal interessieren würde -Wieviele, Wenn man Das wissen darf, verschiedene Aktien hast Du denn eigentlich?
Keine Namen, nur Anzahl.
Und –sind Die Über mehrere(wenn Welche?) Branchen gestreut?
2) Kann man vielleicht von deiner Metro "Kalkulation2, glaube in Schreiben 2, Eine Kopie von Deiner Originaltabelle haben?
Also Das "bearbeitbare Sheet", sozusagen.
Weiss Das noch nicht so ganz genau, aber würde mir wahrscheinlich Einige Sachen leichter machen.
(Zeiten Wo Das an Der Tagesordnung stand schon länger her, und von Den "funktionalen Formeln" aktuell 0plan mehr)
Anderfalls bekomme ich Das auch Selber gebacken, nur aufwendiger.
3) Könnte mir vorstellen dass –WENN Du Zeit/Lust hast-Wir auch mal Zusammen 1,2 "Projektchen" angehen könnten.
Nix für Nächste Woche, oder nächsten Monat, aber vielleicht Die Nächsten 1,2 Jahre.
Dürfte aber Wenn schon Einiges an Zeit in Anspruch nehmen.
Möchte erstmal Nichts Genaueres sagen, Es ha(/ä)t(te) aber Was mit Der Tabelle zu tun.
GL,
P.
CBIX up 4.5%, alumina steady, Indonesia amends ban
CBIX tracked US$2.2/dmt (4.5%) higher to US$52.3/dmt in the absence of lower Value in Use cargos from Malaysia to counter-balance higher Value in Use cargos from more stable, higher grade bauxite supply from Australian and Brazilian producers. Indeed, the current price can be viewed as more reflective of the current market for a more stable, low variation supply.
As we eluded to last week, the Indonesian Government has announced amendments to its 2014 minerals export ban to clear the way for a recommencement of bauxite and nickel ore exports in 2017. Obviously there are those for and against the amendments, with the threat of legal action against the Indonesian Government already being flagged as a possibility by companies heavily invested in Indonesia’s nickel pig iron sector since the ban was imposed.
The amendments require new processing facilities to complete construction within five years and only allow "washed bauxite with content Al2O3> = 42% (greater than or equal to forty-two percent) in specified quantities” to be exported. Furthermore, bauxite miners will be required to process 30% of their total production using low grade ore (stated as lower than 42% alumina) in order to export higher than 42% alumina grades. The term “specified quantities" is yet to be fully defined.
Malaysian prices have remained unmoved on low export volumes, with unwashed material at US$27/dmt FOB and washed material at US$40.5/dmt FOB. Local miners have not felt any impact from Indonesian policy as yet. Regardless of whether the Indonesian ban is amended, the Malaysian mining ban, which is very different from Indonesia’s minerals export ban, is more likely to be extended further. Bauxite production is very small during the wet season, with some miners mining silently and transporting cargo to authorized areas for sale. Under the current mining ban, washed product would be difficult to produce anyway, since washing would more easily attract the attention of the authorities.
Chinese alumina prices remained stable, with the north up 1% (RMB30/t or US$4.3/t) to RMB2,993/t (US$432/t) and the south unchanged at RMB2,975/t (US$430/t). Tight supply continues amongst some of China’s major alumina suppliers, while stocks at most aluminium smelters remain stable. No major price swings are likely leading into next week's Chinese Lunar New Year celebrations.
Lower bunker (fuel) prices and capesize timecharter rates lead to a US$1/wmt (7%) fall in the Guinea-Shandong freight route to US$13.6/wmt. Meanwile, a rise in panamax timecharter rates pushed the North Australia-Shandong rate 1.8% or US$0.1/wmt higher, to US$5.7/wmt.
CBIX tracked US$2.2/dmt (4.5%) higher to US$52.3/dmt in the absence of lower Value in Use cargos from Malaysia to counter-balance higher Value in Use cargos from more stable, higher grade bauxite supply from Australian and Brazilian producers. Indeed, the current price can be viewed as more reflective of the current market for a more stable, low variation supply.
As we eluded to last week, the Indonesian Government has announced amendments to its 2014 minerals export ban to clear the way for a recommencement of bauxite and nickel ore exports in 2017. Obviously there are those for and against the amendments, with the threat of legal action against the Indonesian Government already being flagged as a possibility by companies heavily invested in Indonesia’s nickel pig iron sector since the ban was imposed.
The amendments require new processing facilities to complete construction within five years and only allow "washed bauxite with content Al2O3> = 42% (greater than or equal to forty-two percent) in specified quantities” to be exported. Furthermore, bauxite miners will be required to process 30% of their total production using low grade ore (stated as lower than 42% alumina) in order to export higher than 42% alumina grades. The term “specified quantities" is yet to be fully defined.
Malaysian prices have remained unmoved on low export volumes, with unwashed material at US$27/dmt FOB and washed material at US$40.5/dmt FOB. Local miners have not felt any impact from Indonesian policy as yet. Regardless of whether the Indonesian ban is amended, the Malaysian mining ban, which is very different from Indonesia’s minerals export ban, is more likely to be extended further. Bauxite production is very small during the wet season, with some miners mining silently and transporting cargo to authorized areas for sale. Under the current mining ban, washed product would be difficult to produce anyway, since washing would more easily attract the attention of the authorities.
Chinese alumina prices remained stable, with the north up 1% (RMB30/t or US$4.3/t) to RMB2,993/t (US$432/t) and the south unchanged at RMB2,975/t (US$430/t). Tight supply continues amongst some of China’s major alumina suppliers, while stocks at most aluminium smelters remain stable. No major price swings are likely leading into next week's Chinese Lunar New Year celebrations.
Lower bunker (fuel) prices and capesize timecharter rates lead to a US$1/wmt (7%) fall in the Guinea-Shandong freight route to US$13.6/wmt. Meanwile, a rise in panamax timecharter rates pushed the North Australia-Shandong rate 1.8% or US$0.1/wmt higher, to US$5.7/wmt.
Antwort auf Beitrag Nr.: 54.076.949 von IllePille am 13.01.17 12:55:44Ja klar muss man abwarten was da genau rauskommt.
Wichtig für mich war mehr, dass da nicht wieder 45 Mio tonnen im Jahr kommen wie vor 2014.
Und das scheint jetzt eher unwahrscheinlich, da nur die mit den aufgebauten Verarbeitungsanlagen dann wohl teilweise Bauxite exportieren dürfen.
Wichtig für mich war mehr, dass da nicht wieder 45 Mio tonnen im Jahr kommen wie vor 2014.
Und das scheint jetzt eher unwahrscheinlich, da nur die mit den aufgebauten Verarbeitungsanlagen dann wohl teilweise Bauxite exportieren dürfen.
Trading Spotlight
Antwort auf Beitrag Nr.: 54.075.341 von Reiners am 13.01.17 10:21:225 Mio t in 2020 (vorherige Jahre wahrscheinlich weniger) aus Indonesien, damit kann ich sehr, sehr gut leben
so es denn eintrifft, schließlich handelt es sich hierbei nur um eine Meinung/Einschätzung, nicht um ein off. Statement von indon. Seite
so es denn eintrifft, schließlich handelt es sich hierbei nur um eine Meinung/Einschätzung, nicht um ein off. Statement von indon. Seite
Ich würde nicht alles auf eine Karte setzten und dir lieber ein paar Altech ins Depot legen.
Siehe auch meinen Thread
Thread: Altech Chemicals (ATC)- NPV 357.5m USD - Börsenwert 30m AUD
Siehe auch meinen Thread
Thread: Altech Chemicals (ATC)- NPV 357.5m USD - Börsenwert 30m AUD
Antwort auf Beitrag Nr.: 54.075.341 von Reiners am 13.01.17 10:21:22Ich überlege gerade ob ich zu diesen Preisen nochmal nachlege.
Was meinst Du? Ich weiß du hast schon genug.......
Was meinst Du? Ich weiß du hast schon genug.......
Klarstellung: Sehr gute News für Metro.
Es wird halt dann doch nicht so heiß gegessen wie vorher gekocht.
5 Mio t in 2020 (vorherige Jahre wahrscheinlich weniger) aus Indonesien, damit kann ich sehr, sehr gut leben.
------------------------------------------------------------
Indonesia Amends Minerals Export Ban
13 January 2017
Yesterday the Indonesian government announced some amendments to its January 2014 minerals export ban. Although the amendments were accompanied by some explanation, it will take time to interpret and clarify their full meaning and any likely impact. Detailed commentary at this early stage, we believe, would be premature and obviously subject to the release of any further details.
Notwithstanding, it appears bauxite exports, with total alumina content of ‘at least 42%’ will likely resume from Indonesia at some point during 2017 under strict conditions, although volumes have not been specifically stated (“in certain amounts”, according to Coal and Minerals Director General Bambang Gatot).
Subscribers to our detailed market analysis will be aware our short to medium-term bauxite price forecast assumes Indonesia re-enters the export market in 2018, with exports reaching 5.0 MTPY by 2020, based on our assessment of genuine refinery builds and pro-rata export allowances.
At this stage then, we have no compelling reason to adjust our market supply demand balance, nor our longer-term bauxite price forecast.
However, as more details emerge over the coming days and weeks, our position may alter. We’ll continue to review the situation and keep you abreast of our interpretation. Keep an eye out for updates through our weekly CBIX mailout as well.
Es wird halt dann doch nicht so heiß gegessen wie vorher gekocht.
5 Mio t in 2020 (vorherige Jahre wahrscheinlich weniger) aus Indonesien, damit kann ich sehr, sehr gut leben.
------------------------------------------------------------
Indonesia Amends Minerals Export Ban
13 January 2017
Yesterday the Indonesian government announced some amendments to its January 2014 minerals export ban. Although the amendments were accompanied by some explanation, it will take time to interpret and clarify their full meaning and any likely impact. Detailed commentary at this early stage, we believe, would be premature and obviously subject to the release of any further details.
Notwithstanding, it appears bauxite exports, with total alumina content of ‘at least 42%’ will likely resume from Indonesia at some point during 2017 under strict conditions, although volumes have not been specifically stated (“in certain amounts”, according to Coal and Minerals Director General Bambang Gatot).
Subscribers to our detailed market analysis will be aware our short to medium-term bauxite price forecast assumes Indonesia re-enters the export market in 2018, with exports reaching 5.0 MTPY by 2020, based on our assessment of genuine refinery builds and pro-rata export allowances.
At this stage then, we have no compelling reason to adjust our market supply demand balance, nor our longer-term bauxite price forecast.
However, as more details emerge over the coming days and weeks, our position may alter. We’ll continue to review the situation and keep you abreast of our interpretation. Keep an eye out for updates through our weekly CBIX mailout as well.
Hier wohl der Grund für die aktuelle "Schwäche" bei Metro
Also Erlaubnis kommt wohl für die Unternehmen die min 30% Low Quality Baxuite, also unter 42% Alumium, in ihren Smelter verarbeiten.
Nochmal zur Erninnerung:
Vor 2014 gab es neben den Produzenten mit Ihren smelter auch die "Raubritter" die aktuell bzw. 2015/ 2016 in Malysia tätig sind/waren und die für einen Großteil der Mengen (vor 2014) in Indonosien verantworllich waren. Diese dürfen natürlich weiterhin nicht in Indonesien tätig werden.
Zudem gibt es wohl auch noch die 50% Ausfuhr-tax, so das unter 50 USD/T Referenzprice auch nicht viel verdient werden würde.
------------------------------------------------------------------------------------------
Indonesia eases export ban on nickel ore, bauxite
By Reuters
Published: 12:59 GMT, 12 January 2017 | Updated: 12:59 GMT, 12 January 2017
By Wilda Asmarini and Bernadette Christina Munthe
JAKARTA, Jan 12 (Reuters) - Indonesia introduced new rules on Thursday that will allow exports of nickel ore and bauxite and concentrates of other minerals under certain conditions, in a sweeping policy shift from the key global supplier.
The broad changes cover areas including permit extensions, which can now be applied for up to five years in advance of expiry, and rules on divestment.
The changes also require nickel and bauxite miners to dedicate at least 30 percent of their smelter capacity to process low-grade ore, defined as below 1.7 percent nickel or below 42 percent aluminium.
However, the remaining low-grade ore can potentially be exported, Coal and Minerals Director General Bambang Gatot told reporters.
"Where, considering their installed (smelter) capacity, they can't absorb production, (ore) will be allowed to be sold overseas," he said.
The policy backflip was welcomed by state-controlled PT Aneka Tambang Tbk, whose revenues were hit hard after Indonesia banned nickel ore exports in 2014.
"Regional economies will grow, (and) mining areas that died because of the export ban can grow again," Antam CEO Tedy Badrujaman told Reuters on Thursday.
But nickel prices in London fell as much as 3 percent on the news, and for many investors in Indonesia's budding nickel smelter industry, which was supported by the ore export ban, the new rules are a disappointment.
Jonatan Handojo, executive director of the Processing and Smelting Companies Association (AP3I), told Reuters the new policy "damages Indonesia's image throughout the world and makes us look like our laws and regulations can be changed just like that."
"The Chinese companies will be most unhappy because they have invested something like $15 billion in developing smelters that are already in operation," Handojo said, adding the change could damage Indonesia's relations with China.
The new rules are a mixed bag for U.S. mining giant Freeport-McMoRan Inc, which now has a window to continue copper concentrate exports, but it will also have to divest up to 51 percent of its Indonesian unit from 30 percent under current rules. So far it has divested only 9.36 percent.
Freeport's Grasberg operation in Indonesia currently exports around two-thirds of its output as copper concentrate.
Under the new rules, Freeport must first switch over from its current contract of work (COW) to a special mining licence in order to clinch a new export permit, a process mining minister Ignasius Jonan said could be done in as little as two weeks.
Freeport's exports from Indonesia were held up for more than six months in 2014 in a fractious export tax dispute connected to the country's mining rules, costing Southeast Asia's top economy more than $1 billion and putting thousands of jobs at risk. [http://reut.rs/2icUZEQ ]
A spokesman for Freeport Indonesia could not be reached for comment. (Reporting by Wilda Asmarini and Bernadette Christina Munthe; Writing by Fergus Jensen; Editing by Randy Fabi and Mark Potter)
Read more: http://www.dailymail.co.uk/wires/reuters/article-4113180/Ind…
Also Erlaubnis kommt wohl für die Unternehmen die min 30% Low Quality Baxuite, also unter 42% Alumium, in ihren Smelter verarbeiten.
Nochmal zur Erninnerung:
Vor 2014 gab es neben den Produzenten mit Ihren smelter auch die "Raubritter" die aktuell bzw. 2015/ 2016 in Malysia tätig sind/waren und die für einen Großteil der Mengen (vor 2014) in Indonosien verantworllich waren. Diese dürfen natürlich weiterhin nicht in Indonesien tätig werden.
Zudem gibt es wohl auch noch die 50% Ausfuhr-tax, so das unter 50 USD/T Referenzprice auch nicht viel verdient werden würde.
------------------------------------------------------------------------------------------
Indonesia eases export ban on nickel ore, bauxite
By Reuters
Published: 12:59 GMT, 12 January 2017 | Updated: 12:59 GMT, 12 January 2017
By Wilda Asmarini and Bernadette Christina Munthe
JAKARTA, Jan 12 (Reuters) - Indonesia introduced new rules on Thursday that will allow exports of nickel ore and bauxite and concentrates of other minerals under certain conditions, in a sweeping policy shift from the key global supplier.
The broad changes cover areas including permit extensions, which can now be applied for up to five years in advance of expiry, and rules on divestment.
The changes also require nickel and bauxite miners to dedicate at least 30 percent of their smelter capacity to process low-grade ore, defined as below 1.7 percent nickel or below 42 percent aluminium.
However, the remaining low-grade ore can potentially be exported, Coal and Minerals Director General Bambang Gatot told reporters.
"Where, considering their installed (smelter) capacity, they can't absorb production, (ore) will be allowed to be sold overseas," he said.
The policy backflip was welcomed by state-controlled PT Aneka Tambang Tbk, whose revenues were hit hard after Indonesia banned nickel ore exports in 2014.
"Regional economies will grow, (and) mining areas that died because of the export ban can grow again," Antam CEO Tedy Badrujaman told Reuters on Thursday.
But nickel prices in London fell as much as 3 percent on the news, and for many investors in Indonesia's budding nickel smelter industry, which was supported by the ore export ban, the new rules are a disappointment.
Jonatan Handojo, executive director of the Processing and Smelting Companies Association (AP3I), told Reuters the new policy "damages Indonesia's image throughout the world and makes us look like our laws and regulations can be changed just like that."
"The Chinese companies will be most unhappy because they have invested something like $15 billion in developing smelters that are already in operation," Handojo said, adding the change could damage Indonesia's relations with China.
The new rules are a mixed bag for U.S. mining giant Freeport-McMoRan Inc, which now has a window to continue copper concentrate exports, but it will also have to divest up to 51 percent of its Indonesian unit from 30 percent under current rules. So far it has divested only 9.36 percent.
Freeport's Grasberg operation in Indonesia currently exports around two-thirds of its output as copper concentrate.
Under the new rules, Freeport must first switch over from its current contract of work (COW) to a special mining licence in order to clinch a new export permit, a process mining minister Ignasius Jonan said could be done in as little as two weeks.
Freeport's exports from Indonesia were held up for more than six months in 2014 in a fractious export tax dispute connected to the country's mining rules, costing Southeast Asia's top economy more than $1 billion and putting thousands of jobs at risk. [http://reut.rs/2icUZEQ ]
A spokesman for Freeport Indonesia could not be reached for comment. (Reporting by Wilda Asmarini and Bernadette Christina Munthe; Writing by Fergus Jensen; Editing by Randy Fabi and Mark Potter)
Read more: http://www.dailymail.co.uk/wires/reuters/article-4113180/Ind…
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