KGHM: Kupfer- und Silber-Produzent. Bei Silber unter den 10 grössten weltweit

eröffnet am 21.01.19 10:33:36 von
neuester Beitrag 04.01.21 23:26:45 von


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21.01.19 10:33:36
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KGHM ist einer der grössten Silberproduzenten der Welt, aber letzte Diskussion ist von 2017. Ziemlich eigenartig.

Hier also neue Diskussion zum polnischen Kupfer/Silber-Produzenten KGHM.

Die Silberproduktion ist in den ersten drei Quartalen 8.7% gefallen.
https://srsroccoreport.com/global-silver-production-may-decl…

Petronius
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21.01.19 14:00:38
KGHM: Vergleich zu Silber und Kupfer 5 Jahre
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Im Vergleichs-Chart über 5 Jahre sieht man, dass die Aktie stärker volatil ist und bei den stärkeren Bewegungen von Silber/Kupfer eher überschiesst.








Einfaches Einfügen von wallstreet:online Charts: So funktionierts.


Aus Konjunktursicht würde ich im Moment von eher schlechterem Kupferpreis ausgehen. Silber im Konvoi mit Gold?

Petronius
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05.08.19 12:14:01
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Der Preis von KGHM schmiert gerade relativ zu Kupfer ab. Finde ich seltsam:
Langfrist-Chart:








Einfaches Einfügen von wallstreet:online Charts: So funktionierts.

Kurzfrist-Chart:








Einfaches Einfügen von wallstreet:online Charts: So funktionierts.


Die Handelkriege sind sicher nicht förderlich für Handel und damit Kupferverbrauch.
Elektomobilität wird aber sehr viel Kupfer benötigen....

Petronius
KGHM Polska Miedz | 85,85 zł
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12.08.19 14:54:40
KGHM Polska Miedz | 80,45 zł
1 Antwort
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15.08.19 14:36:21
Antwort auf Beitrag Nr.: 61.231.668 von MONSIEURCB am 12.08.19 14:54:40SALVE Monsieur,

Und danke für die Grussformel. :-)
Leider kann man den Artikel im Detail nicht lesen, aber klar. Bei KGHM fällt Silber als Beiprodukt an. Und das ist bei den meisten Silberproduzenten so. Dr. Copper läuft in einer Rezession natürlich gar nicht. Aber der Preisverfall ist im Moment noch nicht zu schlimm.

Schnellscan der Nachrichten deuten auf Probleme mit der Sierra Gorda Mine....

Petronius
KGHM Polska Miedz | 79,75 zł
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16.08.19 16:58:10
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Der Laden schmiert ja ab wie ein Stein. Scheint gravierende Probleme zu geben.
Womöglich Soderabschreibung....

Petronius
KGHM Polska Miedz | 75,30 zł
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20.08.19 23:05:03
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HAbe mal polnische Berichte gesucht und in Google-Translate geworfen:
https://www.money.pl/gielda/kghm-po-raporcie-nik-bedziemy-ko…
KGHM after the NIK report: We will continue corrective actions in Sierra Gorda

The Management Board of KGHM Polska Miedź fully acknowledges the conclusions of the report of the Supreme Audit Office (NIK) regarding KGHM's investment in Sierra Gorda, while stressing that it will continue corrective actions aimed at improving operational results in Chile.
"The current management board of KGHM Polska Miedź SA has read the report published by the Supreme Audit Office and fully acknowledges the information and conclusions contained in the document. The company's authorities would like to emphasize that from the beginning of their term of office they cooperated with the Supreme Audit Office, providing all institutions required by law Noticed by the NIK controllers in the report, the controversial style of transactions of purchase of the Sierra Gorda mine in 2011 by the management board of KGHM Polska Miedź headed by the then president Herbert Wirth and the manner of managing this investment later prompted the current management board to introduce a number of corrective actions As a result of the process started in mid-2018, we were able to face the historical challenge of the company's foreign assets and significantly improve the current operating result of the Chilean investment. This process will be continued as part of our policy of transparency and efficiency, which is now the priority of actions
Management Board of KGHM Polska Miedź S.A. "- we read in a statement.

Herbert Wirth - the president of KGHM in 2009-2016 earlier referred to the NIK report today. According to him, the investment of KGHM Polska Miedź in Quadra FNX, including the mine in Sierra Gorda, guarantees further, long-term development of KGHM and compliance with the Polish raison d'etat in the field of raw material security. He emphasized that the purchase decision was made on the basis of many years of analysis and opinions of the best advisers, based on in-depth information on mine resources, in line with the highest standards of professionalism and transparency.

NIK today announced in a report that it negatively assesses the activities that led to the purchase of PLN 9.2 billion of 100% shares in Quadra FNX Mining Ltd. (Quadra FNX owned 55% of SG shares in the Sierra Gorda mine). The Chamber indicated that by the end of the first half of 2018, the mine did not achieve the assumed efficiency and economic efficiency, and its commissioning took place with an annual delay of exceeding the planned investment expenditure by approx. 50%. Instead of the expected investment returns, KGHM is forced to co-finance the operations of the mine - which indicates that the implementation of this investment project did not ensure the realization of KGHM's interests.

According to the Chamber, failure to achieve the planned production and economic parameters by the SG within the assumed dates resulted, among others, from from design errors, ore properties from the transitional zone of the deposit hindering the flotation process, but also from insufficient supervision over the operation of machines, devices and production installations

KGHM Polska Miedź has a wide portfolio of exploration, development and production projects in Poland, Germany, Canada, Chile and the USA. It has been listed on the Warsaw Stock Exchange since 1997. Its consolidated revenues amounted to PLN 20.53 billion in 2018.

https://gazetawroclawska.pl/jak-kghm-z-kopalni-w-chile-tworz…
The first transport of copper from the Chilean Sierra Gorda mine belonging to KGHM is already at the Japanese steel mill. The ship "Haruka" with around 6,000 tons of copper concentrate reached the port of Niihama in Japan. This is the first transport of raw material from the Sierra Gorda mine belonging to KGHM, which started mining in July. The ship sailed from the port of Antofagasta on November 25.
Very high quality copper at the Japanese Toyo smelter, belonging to the Sumitomo Group (co-owner of Sierra Gorda), will be processed into cathodes.

- Ultimately, after the planned expansion of the mine and increasing its production capacity, 30 percent. copper cathodes produced at the Toyo smelter will come from Sierra Gorda. I believe that this mine will be a stable supplier of raw material for our smelters - said Yoshiaki Nakazato, president of Sumitomo Metal Mining.

According to Herbert Wirth, president of KGHM, copper produced in Sierra Gorda is of very high quality.
- The quality of copper concentrate produced in Sierra Gorda is one of the highest available on international markets. We see a great demand for this product from copper smelters - says Herbert Wirth. - The fact that we were able to obtain such high concentrate quality already at the mine start-up phase is an excellent predictor for the future. I believe that this is just the beginning of the successes of the Sierra Gorda mine, which already has a significant impact on the global copper market.

So far, three ships have sailed from Chilean ports Antofagasta and Arica, carrying a total of about 15,000. tons of concentrate produced at the Sierra Gorda mine. Two of them will soon reach the Chinese port of Qingdao. Fourth ship, with over 10,000 tons of concentrate, will reach Lianyungang port in China in early 2015.

Sierra Gorda is one of the largest copper and molybdenum mines in the world. It is currently undergoing commissioning, which will end in the first half of 2015. As part of the start-up, the amount of copper concentrate produced per day is increased. According to assumptions, in December Sierra Gorda will produce about 700 tonnes of concentrate per day with a high, about 30% metal content and extremely low levels of impurities. After commissioning, the Sierra Gorda mine will produce 120,000 tonnes of copper, 50 million pounds of molybdenum and 60,000 ounces of gold per year. Every day, an average of one copper

Petronius
KGHM Polska Miedz | 17,74 €
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20.08.19 23:16:59
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Vergleich KGHM mit Sumitomo Metal:








Einfaches Einfügen von wallstreet:online Charts: So funktionierts.


Petronius
KGHM Polska Miedz | 17,74 €
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21.08.19 15:37:45
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HAbe über Seekingalpha eine Meldung zum Halbjahresbericht bekommen.
https://kghm.com/sites/kghm2014/files/document-attachments/k…
https://kghm.com/sites/kghm2014/files/document-attachments/m…
Hier alle Berichte:
https://kghm.com/en/investors/reports-and-presentations/fina…

EBIT leicht rauf, Kupferproduktion leicht runter.
Kapiere den Kurssturz nicht.

Petronius
KGHM Polska Miedz | 75,83 zł
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21.08.19 20:37:54
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KGHM hat nun auch eine Präsentation auf die Webseite gestellt:
https://kghm.com/sites/kghm2014/files/document-attachments/k…

Petronius
KGHM Polska Miedz | 17,28 €


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KGHM: Kupfer- und Silber-Produzent. Bei Silber unter den 10 grössten weltweit