Blue Pearl Mining jetzt Thompson Creek Metals - 500 Beiträge pro Seite (Seite 356)
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Beiträge: 190.314
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ISIN: CA8847681027 · WKN: A0MR6Q
Werte aus der Branche Stahl und Bergbau
Wertpapier | Kurs | Perf. % |
---|---|---|
0,6800 | +33,33 | |
494,70 | +20,00 | |
0,5547 | +13,27 | |
38.800,00 | +9,92 | |
1.271,60 | +9,80 |
Wertpapier | Kurs | Perf. % |
---|---|---|
12.800,00 | -5,88 | |
0,6000 | -7,41 | |
20,080 | -7,42 | |
5,0542 | -7,77 | |
3,5000 | -32,04 |
FRANKFURT (dpa-AFX)... Die Aktien von ThyssenKrupp <TKA.ETR> kletterten um 3,88 Prozent auf 17,14 Euro und stiegen damit an die DAX-Spitze. Salzgitter <SZG.ETR> gewannen 1,87 Prozent auf 51,67 Euro. Die beiden Werte profitierten vor allem von einer Studie der Credit Suisse zum Stahlsektor. Die Analysten hoben den Sektor auf "Overweight" und begründeten dies einerseits mit der Erholung der Wirtschaft in China. Andererseits sei die Stahlproduktion mittlerweile auf ein 40-Jahrestief gefallen, und die weltweite Industrieproduktion dürfte ihre Talsohle erreicht haben... AXC0055 2009-04-16/10:03
das müsste doch noch ma n schwung bringen für heute nachmittag
Adanac:
Moly Mines:
Moly Mines:
Moly miners take control of fundamentals
Thu, Apr 16, 2009
By Leia Michele Toovey- Exclusive to Moly Investing News
Molybdenum miners may dramatically slash output in an effort to coax a rebound in the price of the alloying metal, priming the industry for a rapid price ascent when stainless steel demand rebounds.
After maintaining its price point through the beginning months of the recession, the metal took a dive late in the third quarter of ‘08. Despite renewed economic conditions in the first quarter translating to a rebound for most of the metals, moly has yet to show any signs of an advance. This has prompted miners to curb the metals output. Last week, Erdene Resource Development Corp announced it would also aggressively curtail production.
...
Vollständiger Artikel:
http://www.molyinvestingnews.com/909-moly-miners-take-contro…
LG,
nudel
Thu, Apr 16, 2009
By Leia Michele Toovey- Exclusive to Moly Investing News
Molybdenum miners may dramatically slash output in an effort to coax a rebound in the price of the alloying metal, priming the industry for a rapid price ascent when stainless steel demand rebounds.
After maintaining its price point through the beginning months of the recession, the metal took a dive late in the third quarter of ‘08. Despite renewed economic conditions in the first quarter translating to a rebound for most of the metals, moly has yet to show any signs of an advance. This has prompted miners to curb the metals output. Last week, Erdene Resource Development Corp announced it would also aggressively curtail production.
...
Vollständiger Artikel:
http://www.molyinvestingnews.com/909-moly-miners-take-contro…
LG,
nudel
kaufpanik!!
Antwort auf Beitrag Nr.: 36.982.639 von Tom_K am 16.04.09 18:57:57na ja
dann brauchen wir aber 50er Kacheln und mehr Volumen
dann brauchen wir aber 50er Kacheln und mehr Volumen
Antwort auf Beitrag Nr.: 36.982.681 von Clowny am 16.04.09 19:02:41ach der kurs geht doch auch so hoch
Antwort auf Beitrag Nr.: 36.982.864 von Tom_K am 16.04.09 19:26:30habe persönlich nichts gegen Kaufpanik
du packst doch bei forsys immer die schlitten aus oder
Antwort auf Beitrag Nr.: 36.982.885 von Tom_K am 16.04.09 19:29:36hier is so wenig los in letzter zeit?
wo sind denn die ganzen investierten??
wo sind denn die ganzen investierten??
wenn der dow noch bisschen mitspielt gibts heute noch viiiiele blauen balken
sieht aus als wenn the big money wieder kommt
das sieht auch nicht schlecht aus
das sieht auch nicht schlecht aus
Antwort auf Beitrag Nr.: 36.982.910 von Tom_K am 16.04.09 19:32:41Hier ist noch ein Investierter.. ein echter Longie sozusagen
War hier früher hin und wieder aktiv aber in letzter Zeit wurd ich nur noch stiller Mitleser, wenn überhaupt.
Deswegen meine Frage: Wie sieht der Trend von Moly aus, den Kurs hats ja ziemlich gebeutelt.Gibts iwo Infos darüber?
Danke schonmal
War hier früher hin und wieder aktiv aber in letzter Zeit wurd ich nur noch stiller Mitleser, wenn überhaupt.
Deswegen meine Frage: Wie sieht der Trend von Moly aus, den Kurs hats ja ziemlich gebeutelt.Gibts iwo Infos darüber?
Danke schonmal
Antwort auf Beitrag Nr.: 36.982.964 von Clowny am 16.04.09 19:39:19schlusskurs 4 euro heute..
ma schauen...is ja gleich so weit
ma schauen...is ja gleich so weit
Aus einem Moly-Thread:
TORONTO, ONTARIO, Apr 16, 2009 (Marketwire via COMTEX) -- NOT FOR DISTRIBUTION TO US NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES
Moly Mines Limited, (MOL)(ASX:MOL) is pleased to confirm the appointment of Mr Kurt Talbot to the Company's Board.
The Company has previously foreshadowed the appointment of Mr Talbot to the Board pursuant to nominee rights granted in the loan documentation with the Trust Company of the West ("TCW") for the US$150 million Interim Financing Facility completed late 2008.
Mr. Talbot is Managing Director and Chief Investment Officer for TCW's Energy & Infrastructure Group ("TCW EIG"). TCW EIG manages a series of investment funds focused on global energy and infrastructure on behalf of institutional clients. Mr. Talbot began his career with Trafalgar House Oil and Gas where he held positions of Senior Engineer and Commercial Analyst based in Houston and London, respectively. He spent two years employed by Goldman Sachs as Head of E&P Capital. Mr. Talbot holds a B.S. degree in Petroleum Engineering from Louisiana State University, and an MBA from Texas A&M University. Mr. Talbot is a registered professional engineer in the state of Texas.
These press materials do not constitute an offer of securities for sale in the United States. Securities may not be offered or sold in the United States absent registration or an exemption from registration. Any public offering of securities to be made in the United States will be made by means of a prospectus that will contain detailed information about the company and management, as well as financial statements
TORONTO, ONTARIO, Apr 16, 2009 (Marketwire via COMTEX) -- NOT FOR DISTRIBUTION TO US NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES
Moly Mines Limited, (MOL)(ASX:MOL) is pleased to confirm the appointment of Mr Kurt Talbot to the Company's Board.
The Company has previously foreshadowed the appointment of Mr Talbot to the Board pursuant to nominee rights granted in the loan documentation with the Trust Company of the West ("TCW") for the US$150 million Interim Financing Facility completed late 2008.
Mr. Talbot is Managing Director and Chief Investment Officer for TCW's Energy & Infrastructure Group ("TCW EIG"). TCW EIG manages a series of investment funds focused on global energy and infrastructure on behalf of institutional clients. Mr. Talbot began his career with Trafalgar House Oil and Gas where he held positions of Senior Engineer and Commercial Analyst based in Houston and London, respectively. He spent two years employed by Goldman Sachs as Head of E&P Capital. Mr. Talbot holds a B.S. degree in Petroleum Engineering from Louisiana State University, and an MBA from Texas A&M University. Mr. Talbot is a registered professional engineer in the state of Texas.
These press materials do not constitute an offer of securities for sale in the United States. Securities may not be offered or sold in the United States absent registration or an exemption from registration. Any public offering of securities to be made in the United States will be made by means of a prospectus that will contain detailed information about the company and management, as well as financial statements
Antwort auf Beitrag Nr.: 36.974.254 von Videomart am 15.04.09 19:06:03Hallo M.,
ich halte es durchaus für sachlich, wenn ich darauf hinweise,
daß zwischen Kursentwicklungen bei Mercator und TCM nicht
zwingend der Verdacht einer Nichtübernahme besteht.
Diesen Zusammenhang finde ich persönlich für absoluten Nonsens
im derzeitigen Umfeld.
Wenn das nicht erlaubt ist anzumerken....
ich halte es durchaus für sachlich, wenn ich darauf hinweise,
daß zwischen Kursentwicklungen bei Mercator und TCM nicht
zwingend der Verdacht einer Nichtübernahme besteht.
Diesen Zusammenhang finde ich persönlich für absoluten Nonsens
im derzeitigen Umfeld.
Wenn das nicht erlaubt ist anzumerken....
Antwort auf Beitrag Nr.: 36.982.910 von Tom_K am 16.04.09 19:32:41les nur mit, poste sehr selten und meist nur banales
allerdings Langzeitinvestor bei TCM seit der ersten Stunde
ANTI
allerdings Langzeitinvestor bei TCM seit der ersten Stunde
ANTI
Antwort auf Beitrag Nr.: 36.983.012 von Stocker_ am 16.04.09 19:45:53reicht das ?
ca. vor einer stunde publiziert...
2009-04-16 15:17 6.08 SEDAR Annual Report SEDAR Annual Report
schöne zusammenstellung mit fotos und grafiken auf 96 seiten über tcm und den molymarkt.
2009-04-16 15:17 6.08 SEDAR Annual Report SEDAR Annual Report
schöne zusammenstellung mit fotos und grafiken auf 96 seiten über tcm und den molymarkt.
Antwort auf Beitrag Nr.: 36.984.471 von saltamonte am 16.04.09 22:13:03ist das evtl. dasselbe wie das hier ? (am 09.04. publiziert)
http://www.thompsoncreekmetals.com/i/pdf/2008-AR.pdf
http://www.thompsoncreekmetals.com/i/pdf/2008-AR.pdf
Antwort auf Beitrag Nr.: 36.984.961 von allesaufblau am 16.04.09 23:26:31
sorry, du hast den link ja bereits am 9.4 tagesaktuell hier eingestellt - das gestrige sedar filing ist somit nicht neu.
sorry, du hast den link ja bereits am 9.4 tagesaktuell hier eingestellt - das gestrige sedar filing ist somit nicht neu.
Antwort auf Beitrag Nr.: 36.985.379 von saltamonte am 17.04.09 07:20:27wieso sorry? war doch nur ne Frage.
btw. .. gratis Printausgabe des Jahresberichtes gibt es hier:
http://www.investorcalendar.com/IC/index.asp" target="_blank" rel="nofollow ugc noopener">
http://www.investorcalendar.com/IC/index.asp
TCM suchen, eintragen & fertig.
1. habe ich schon mal gepostet
2. wen es nicht interessiert; ist mir schnuppe
3. die Seite sieht schei*e aus, tut aber
LG,
nudel
http://www.investorcalendar.com/IC/index.asp" target="_blank" rel="nofollow ugc noopener">
http://www.investorcalendar.com/IC/index.asp
TCM suchen, eintragen & fertig.
1. habe ich schon mal gepostet
2. wen es nicht interessiert; ist mir schnuppe
3. die Seite sieht schei*e aus, tut aber
LG,
nudel
Antwort auf Beitrag Nr.: 36.987.153 von nudeldidu am 17.04.09 11:29:00SORRY, Seite war falsch.
Nun bereinigt:
http://www.orderannualreports.com/
Nun bereinigt:
http://www.orderannualreports.com/
Aus Trendinvest.net vom 17.4.2009:
MTC-chartt.Kaufsignal"spekulativ" ,relative Stärke, IntradayChart ok,relativ hohe Umsätze -> dürfte mE weiter steigen:
Thomp.Creek(a6r)Börse:Fra,Kurs:4+4,1%,Stop:3,8(mit steigendem Kurs nachziehen)
spekualtive Trader bzw Charttechniker nehmen sich eine Thomp.Creek(ehemalig BluePearl) auf die Liste, über 4 mit dickem Kaufsignal, siehe mittleren Chart.
A6r war damals der Highfligher...ist ziemlich ruhig drumm geworden, aber
der Abgabedruck ist auch kpl raus, der Chart sieht gut aus, sollte die 4Euro
Marke nachhaltig geknackt werden, dann wäre bei dem freundl.Gesamtmarkt
durchaus Luft für schnelle 10-20%
MTC-chartt.Kaufsignal"spekulativ" ,relative Stärke, IntradayChart ok,relativ hohe Umsätze -> dürfte mE weiter steigen:
Thomp.Creek(a6r)Börse:Fra,Kurs:4+4,1%,Stop:3,8(mit steigendem Kurs nachziehen)
spekualtive Trader bzw Charttechniker nehmen sich eine Thomp.Creek(ehemalig BluePearl) auf die Liste, über 4 mit dickem Kaufsignal, siehe mittleren Chart.
A6r war damals der Highfligher...ist ziemlich ruhig drumm geworden, aber
der Abgabedruck ist auch kpl raus, der Chart sieht gut aus, sollte die 4Euro
Marke nachhaltig geknackt werden, dann wäre bei dem freundl.Gesamtmarkt
durchaus Luft für schnelle 10-20%
Antwort auf Beitrag Nr.: 36.988.579 von Strandlaeufer1 am 17.04.09 13:54:03daher das plötzliche Volumen. Verstehe bloss nicht, warum gerade 4 Euro? Da ist weder im kanadischen noch im Nyse-Chart irgendeine interessante Marke...nach dem Tanz auf dem oberen Bollinger könnt ich mir jetzt auch gut nen kleinen Rücksetzer vorstellen (Volumenpeak drüben hatten wir schon vorgestern...)
Antwort auf Beitrag Nr.: 36.988.849 von allesaufblau am 17.04.09 14:22:00Recht hast DU
Aber wenn NoggerT das so sieht
Grüsse aus dem Norden
SL1
Aber wenn NoggerT das so sieht
Grüsse aus dem Norden
SL1
Antwort auf Beitrag Nr.: 36.991.039 von Strandlaeufer1 am 17.04.09 17:55:05Metals Week Average: US$7.825/lb
As of April 17, 2009
Bodenbildung???
As of April 17, 2009
Bodenbildung???
Antwort auf Beitrag Nr.: 36.991.831 von Videomart am 17.04.09 19:16:20Bodenbildung???
Sieht so aus
So gut wie keine Veränderungen bei den anderen Moly-Produzenten.
Sieht so aus
So gut wie keine Veränderungen bei den anderen Moly-Produzenten.
Antwort auf Beitrag Nr.: 36.991.886 von Strandlaeufer1 am 17.04.09 19:21:53Bei Mercator schon; aber das wird an anderen Gründen liegen, von denen ich keine Ahnung habe...
jeden tag n bisl höher...
1 euro bin ich schon im plus...juhuuu
also pro aktie
1 euro bin ich schon im plus...juhuuu
also pro aktie
wieso isn die 6.50 CAD sooo zäh?
Antwort auf Beitrag Nr.: 36.993.184 von allesaufblau am 17.04.09 21:37:28
Weil der DJ nicht weiß, was er will...
Weil der DJ nicht weiß, was er will...
Antwort auf Beitrag Nr.: 36.993.237 von Videomart am 17.04.09 21:44:22Was hat denn der disc-jockey (DJ) mit TCM zu tun ?
... kann es sein, dass NoggerT bislang 3mal mit TCM auf die Nase gefallen ist?!
SK 6,40 Cad.
Der übliche Abverkauf zum Wochenende.
Aber was soll's:
Erneut im Plus geschlossen und die ganze Woche über ansehnliche Umsätze.
Fehlt nur noch der Anstieg des Molypreises...
Der übliche Abverkauf zum Wochenende.
Aber was soll's:
Erneut im Plus geschlossen und die ganze Woche über ansehnliche Umsätze.
Fehlt nur noch der Anstieg des Molypreises...
Antwort auf Beitrag Nr.: 36.993.596 von Videomart am 17.04.09 22:29:23wann denkste kommen die ersten gewinnmitnahmen
u.a. auch von den märkten??
heut kam ma umgekehrt wie die tage zuvor und es ging kurz vor ende beim dow wieder auf 0...
u.a. auch von den märkten??
heut kam ma umgekehrt wie die tage zuvor und es ging kurz vor ende beim dow wieder auf 0...
Antwort auf Beitrag Nr.: 36.993.441 von nudeldidu am 17.04.09 22:08:10naja, noch iss er ja dabei
Antwort auf Beitrag Nr.: 36.993.596 von Videomart am 17.04.09 22:29:23Der übliche Abverkauf zum Wochenende.
so ein Quatsch...
so ein Quatsch...
Antwort auf Beitrag Nr.: 36.993.615 von Tom_K am 17.04.09 22:31:58Der Kursrückgang zum Schluß ist m.E. eine Folge der Gewinnmitnahmen an der Wall-Street.
Wer bei TCM jetzt verkauft, ist entweder Trader, oder traut dem Molysektor in absehbarer Zeit kein Aufwärts-Potenzial mehr zu...
Wer bei TCM jetzt verkauft, ist entweder Trader, oder traut dem Molysektor in absehbarer Zeit kein Aufwärts-Potenzial mehr zu...
Antwort auf Beitrag Nr.: 36.993.638 von allesaufblau am 17.04.09 22:36:25so ein Quatsch...
Du scheinst genauer als jeder andere hier Bescheid zu wissen.
Dann mal heraus mit der Sprache:
Woran lag's denn??
Bin gespannt auf die Antwort...
Du scheinst genauer als jeder andere hier Bescheid zu wissen.
Dann mal heraus mit der Sprache:
Woran lag's denn??
Bin gespannt auf die Antwort...
Antwort auf Beitrag Nr.: 36.993.647 von Videomart am 17.04.09 22:38:05ich denk es gibt bald ma n rücksetzter bei den märkten und dementsprechend auch bei tcm.
würd ja gerne ma die gewinne mitnehmen und 10% tiefer wieder rein gehen...aber das muss man erst ma alles so erwischen.
am montag kommen die zahlen von der bank of America...
die können ja höchstwahrscheinlich auch nich schlecht ausfallen und dann wirds auch vllt nochma grün
würd ja gerne ma die gewinne mitnehmen und 10% tiefer wieder rein gehen...aber das muss man erst ma alles so erwischen.
am montag kommen die zahlen von der bank of America...
die können ja höchstwahrscheinlich auch nich schlecht ausfallen und dann wirds auch vllt nochma grün
Antwort auf Beitrag Nr.: 36.993.638 von allesaufblau am 17.04.09 22:36:25@ allesaufblau!
Falls Dich die Ausdrucksweise stört:
Mit "Abverkauf" meine ich natürlich "Gewinnmitnahmen", und diese hat es m.E. eindeutig gegeben.
Es wäre fair von Dir, mir Deine Einwände mit einer kurzen Erklärung mitzuteilen, statt plumpe Einzeiler in den Thread zu stellen.
Gruß
Vm
Falls Dich die Ausdrucksweise stört:
Mit "Abverkauf" meine ich natürlich "Gewinnmitnahmen", und diese hat es m.E. eindeutig gegeben.
Es wäre fair von Dir, mir Deine Einwände mit einer kurzen Erklärung mitzuteilen, statt plumpe Einzeiler in den Thread zu stellen.
Gruß
Vm
Antwort auf Beitrag Nr.: 36.993.632 von allesaufblau am 17.04.09 22:35:22... stimmt. SL 3,80.
Dürfte ziehen und er hat - meiner Erinnerung nach - zum 3mal keinen Blumentopf mit TCM verdient. Schade eigentlich, ansonsten trifft er ziemlich gut.
Dürfte ziehen und er hat - meiner Erinnerung nach - zum 3mal keinen Blumentopf mit TCM verdient. Schade eigentlich, ansonsten trifft er ziemlich gut.
Antwort auf Beitrag Nr.: 36.993.772 von Videomart am 17.04.09 23:10:03Der übliche Abverkauf zum Wochenende.
zeig mir doch mal ne "Freitags-Statistik", die belegt, dass Freitags üblicherweise abverkauft wird.
Danke, Gruß und schönes WE
zeig mir doch mal ne "Freitags-Statistik", die belegt, dass Freitags üblicherweise abverkauft wird.
Danke, Gruß und schönes WE
Antwort auf Beitrag Nr.: 36.991.831 von Videomart am 17.04.09 19:16:20Metals Week Average: US$7.825/lb
As of April 17, 2009
Bodenbildung???
Ryan's Notes Average: US$7.775/lb
As of April 17, 2009
(updated twice weekly)
sieht leider noch nicht nach Bodenbildung aus...
As of April 17, 2009
Bodenbildung???
Ryan's Notes Average: US$7.775/lb
As of April 17, 2009
(updated twice weekly)
sieht leider noch nicht nach Bodenbildung aus...
Antwort auf Beitrag Nr.: 36.994.655 von allesaufblau am 18.04.09 11:23:48zeig mir doch mal ne "Freitags-Statistik", die belegt, dass Freitags üblicherweise abverkauft wird.
Was soll das denn?
Es ist hier im Thread in den vergangenen Jahren 'zig mal angesprochen worden, daß in Amerika nach Kursgewinnen unter der Woche meistens (d.h."üblicherweise") Gewinnmitnahmen zum Wochenende getätigt werden.
Im Übrigen:
Wenn wir uns jetzt hier schon mit Haarspaltereien befassen,
können wir die Posterei gleich lassen.
Ich habe einfach keine Lust darauf, jeden Beitrag drei Stunden lang zu überdenken, ob er irgendjemandem im Thread nicht passen könnte...
Was soll das denn?
Es ist hier im Thread in den vergangenen Jahren 'zig mal angesprochen worden, daß in Amerika nach Kursgewinnen unter der Woche meistens (d.h."üblicherweise") Gewinnmitnahmen zum Wochenende getätigt werden.
Im Übrigen:
Wenn wir uns jetzt hier schon mit Haarspaltereien befassen,
können wir die Posterei gleich lassen.
Ich habe einfach keine Lust darauf, jeden Beitrag drei Stunden lang zu überdenken, ob er irgendjemandem im Thread nicht passen könnte...
Antwort auf Beitrag Nr.: 36.994.873 von Videomart am 18.04.09 12:30:18Was soll das denn?
Das ist die Begründung für meinen Einzeiler über den Du Dich so aufgeregt hast.
Es ist hier im Thread in den vergangenen Jahren 'zig mal angesprochen worden, daß in Amerika nach Kursgewinnen unter der Woche meistens (d.h."üblicherweise") Gewinnmitnahmen zum Wochenende getätigt werden.
Das genau ist ja der Blödsinn. Das wurde zig mal angesprochen, aber nie belegt. Ich erinnere auch mal an die "legendären TCM-Freitage".
Gute Besserung
Das ist die Begründung für meinen Einzeiler über den Du Dich so aufgeregt hast.
Es ist hier im Thread in den vergangenen Jahren 'zig mal angesprochen worden, daß in Amerika nach Kursgewinnen unter der Woche meistens (d.h."üblicherweise") Gewinnmitnahmen zum Wochenende getätigt werden.
Das genau ist ja der Blödsinn. Das wurde zig mal angesprochen, aber nie belegt. Ich erinnere auch mal an die "legendären TCM-Freitage".
Gute Besserung
Antwort auf Beitrag Nr.: 36.995.533 von allesaufblau am 18.04.09 16:21:05Gute Besserung!
Danke vielmals, es geht mir schon wieder ganz gut...
Ich kann meine Meinung übrigens ganz gut vertreten, auch wenn ich sie nicht ständig belegen muß.
Bezüglich der von mir angenommenen Bodenbildung:
1. Der \"Ryan\'s-Notes-Average\" ist ein Durchschnittspreis für verkauftes Molybdänoxid weltweit. Das heißt nicht automatisch, daß TCM zu diesem Durchschnittspreis verkauft, hier kann der Preis darunter, aber auch darüber liegen. Meiner Meinung nach liegt der Verkaufspreis in China inzwischen über dem Level von 7,775$/lb (siehe Beitrag #175194).
2. Der Durchschnittsverkaufspreis bei TCM ist seit 2 Wochen konstant.
3.Verschiedene Indikatoren deuten auf ein Erreichen des Bodens hin,
z.B. das gleichzeitige Erscheinen kursrelevanter Meldungen bei anderen Molyfirmen (Moly-Mines +70%, Adanac Moly +300%).
4.Die in letzter Zeit erschienenen Artikel führen zu dem gleichen Schluß (nicht zuletzt der aktuellste von gestern Abend, den ich mit dem nachfolgenden Posting einstelle).
Ob ich mich hiermit irre, sehen wir nächste Woche Donnerstag.
Schönes und freundliches WE!
Videomart
Danke vielmals, es geht mir schon wieder ganz gut...
Ich kann meine Meinung übrigens ganz gut vertreten, auch wenn ich sie nicht ständig belegen muß.
Bezüglich der von mir angenommenen Bodenbildung:
1. Der \"Ryan\'s-Notes-Average\" ist ein Durchschnittspreis für verkauftes Molybdänoxid weltweit. Das heißt nicht automatisch, daß TCM zu diesem Durchschnittspreis verkauft, hier kann der Preis darunter, aber auch darüber liegen. Meiner Meinung nach liegt der Verkaufspreis in China inzwischen über dem Level von 7,775$/lb (siehe Beitrag #175194).
2. Der Durchschnittsverkaufspreis bei TCM ist seit 2 Wochen konstant.
3.Verschiedene Indikatoren deuten auf ein Erreichen des Bodens hin,
z.B. das gleichzeitige Erscheinen kursrelevanter Meldungen bei anderen Molyfirmen (Moly-Mines +70%, Adanac Moly +300%).
4.Die in letzter Zeit erschienenen Artikel führen zu dem gleichen Schluß (nicht zuletzt der aktuellste von gestern Abend, den ich mit dem nachfolgenden Posting einstelle).
Ob ich mich hiermit irre, sehen wir nächste Woche Donnerstag.
Schönes und freundliches WE!
Videomart
"Do copper price rises raise hope for molybdenum?"
SÃO PAULO (Metal-Pages) 17-Apr-2009
The molybdenum sector is waiting to see whether an upturn in copper prices will be translated into increased demand for its by-products.
Cochilco, the Chilean government advisory commission said copper prices have risen 5.8% in the past week versus last Friday to $ 2.14/lb. Although in line with analysts expectation it revealed a significant increase in the level of imports of 14% over the previous month reaching a record 374900 for cathodes, anodes, copper alloys and related products.
The Chinese government has committed $ 585 billion to a stimulus package aimed at boosting the country’s economy the effects of which are expected to kick in at some stage. Molybdenum trioxide has slipped to $ 7.80-8/lb recently but if as one trader suggested Chinese buyers keep up current levels of activity, prices could shortly move up to $ 8.50/lb.
Molybdenum prices could rise above $ 20/lb in 2011, should there be a pickup in demand, according to analysts at New York-based CPM Group.
www.metal-pages.com/news/story/38987/
SÃO PAULO (Metal-Pages) 17-Apr-2009
The molybdenum sector is waiting to see whether an upturn in copper prices will be translated into increased demand for its by-products.
Cochilco, the Chilean government advisory commission said copper prices have risen 5.8% in the past week versus last Friday to $ 2.14/lb. Although in line with analysts expectation it revealed a significant increase in the level of imports of 14% over the previous month reaching a record 374900 for cathodes, anodes, copper alloys and related products.
The Chinese government has committed $ 585 billion to a stimulus package aimed at boosting the country’s economy the effects of which are expected to kick in at some stage. Molybdenum trioxide has slipped to $ 7.80-8/lb recently but if as one trader suggested Chinese buyers keep up current levels of activity, prices could shortly move up to $ 8.50/lb.
Molybdenum prices could rise above $ 20/lb in 2011, should there be a pickup in demand, according to analysts at New York-based CPM Group.
www.metal-pages.com/news/story/38987/
Antwort auf Beitrag Nr.: 36.995.621 von Videomart am 18.04.09 17:03:123.Verschiedene Indikatoren deuten auf ein Erreichen des Bodens hin, z.B. das gleichzeitige Erscheinen kursrelevanter Meldungen bei anderen Molyfirmen (Moly-Mines +70%, Nanika Resources (NKA) closes up 157%, Adanac Moly +300%).
Irgendwie hatte ich das Gefühl, als ob in Deinem Beitrag unter Punkt 3 etwas aus der Originalnachricht http://www.wallstreet-online.de/diskussion/1142681-391-400/n… fehlt. Deshalb erlaube ich mir den fehlenden Teil oben zu ergänzen.
War bestimmt ein Versehen, oder??? ;-)
Irgendwie hatte ich das Gefühl, als ob in Deinem Beitrag unter Punkt 3 etwas aus der Originalnachricht http://www.wallstreet-online.de/diskussion/1142681-391-400/n… fehlt. Deshalb erlaube ich mir den fehlenden Teil oben zu ergänzen.
War bestimmt ein Versehen, oder??? ;-)
Analysten: Stahlsektor profitiert von China
17.04.2009
Die Schweizer Bank Credit Suisse hat die gesamte Stahlbranche wieder auf „Overweight" hochgestuft. Grund sei vor allem die wirtschaftliche Erholung in China. Die Analysten von Credit Suisse erwarten in diesem Jahr dort ein Wachstum der Stahlnachfrage von deutlich über 3 %. (Börsen-Zeitung 17.04.09)
http://www.stahl-online.de/presse2000.asp?Anzeige=Yes&Index1…" target="_blank" rel="nofollow ugc noopener">http://www.stahl-online.de/presse2000.asp?Anzeige=Yes&Index1…
17.04.2009
Die Schweizer Bank Credit Suisse hat die gesamte Stahlbranche wieder auf „Overweight" hochgestuft. Grund sei vor allem die wirtschaftliche Erholung in China. Die Analysten von Credit Suisse erwarten in diesem Jahr dort ein Wachstum der Stahlnachfrage von deutlich über 3 %. (Börsen-Zeitung 17.04.09)
http://www.stahl-online.de/presse2000.asp?Anzeige=Yes&Index1…" target="_blank" rel="nofollow ugc noopener">http://www.stahl-online.de/presse2000.asp?Anzeige=Yes&Index1…
Antwort auf Beitrag Nr.: 36.997.911 von petersylvester am 19.04.09 17:10:48dann sollte dieser Mining Fund demnächst hier erscheinen
http://www.mffais.com/tc
http://www.mffais.com/tc
moin
die ganzen anderen moly schrottbuden machen mind. 100%, wird zeit dass wir nochmal richtig durchstarten bei der lahmen sau hier
die ganzen anderen moly schrottbuden machen mind. 100%, wird zeit dass wir nochmal richtig durchstarten bei der lahmen sau hier
Antwort auf Beitrag Nr.: 36.998.847 von scheffrocker23 am 19.04.09 22:24:37moin,
haben wir noch keine 100% vom Tief her gemacht??
Gruß
Strateko
haben wir noch keine 100% vom Tief her gemacht??
Gruß
Strateko
Antwort auf Beitrag Nr.: 36.998.847 von scheffrocker23 am 19.04.09 22:24:37Zocken kann man mit den "Schrottbuden" vielleicht ganz gut, aber ruhig schlafen???
Antwort auf Beitrag Nr.: 36.999.270 von allesaufblau am 20.04.09 07:44:21aber ruhig schlafen???
Moin moin,
nenn mir eine Aktie, mit der man z.Zt. ruhig schlafen kann !?
Moin moin,
nenn mir eine Aktie, mit der man z.Zt. ruhig schlafen kann !?
Antwort auf Beitrag Nr.: 36.999.351 von Strandlaeufer1 am 20.04.09 08:16:22es gibt hunderte, mit denen im Depot ich z. Zt. ruhiger schlafen könnte als mit Rohstoff-Explorern
Antwort auf Beitrag Nr.: 36.999.369 von allesaufblau am 20.04.09 08:23:00ruhiger schlafen könnte als mit Rohstoff-Explorern
da stimm ich Dir zu
da stimm ich Dir zu
Interessante Theorien im Bezug auf Explorer-Aktien, die man in den letzten Beiträgen lesen kann.
Wann kauft man eigentlich Rohstoff-Explorer -> wenn sie völlig überblasen sind; auf dem Hoch eines Hypes; wenn die MK teilweise im dreistelligen Millionenbereich liegt???
Wann konnte man sich jemals mit Explorer-Aktien zurücklehnen und ruhig schlafen???
Für die, die mit Aktien ruhig schlafen wollen, gibt es aktuell eine "todsichere" Empfehlung -> HRE, da kann ausgehend vom aktuellen Kursniveau bis zum Abfindungsangebot des Bundes nicht viel passieren. ;-)
Wann kauft man eigentlich Rohstoff-Explorer -> wenn sie völlig überblasen sind; auf dem Hoch eines Hypes; wenn die MK teilweise im dreistelligen Millionenbereich liegt???
Wann konnte man sich jemals mit Explorer-Aktien zurücklehnen und ruhig schlafen???
Für die, die mit Aktien ruhig schlafen wollen, gibt es aktuell eine "todsichere" Empfehlung -> HRE, da kann ausgehend vom aktuellen Kursniveau bis zum Abfindungsangebot des Bundes nicht viel passieren. ;-)
Antwort auf Beitrag Nr.: 36.999.351 von Strandlaeufer1 am 20.04.09 08:16:22Nestle
scheint so, als wären die "Noggers" heute alle wieder raus...
oje , heute sieht es nicht gut aus
realchart schon bei 3,5 euro
werden wohl die vielen stopplos gelöst bzw wirksam
naj, kann ja ned immer nur raufgehn, wird morgen wieder besser werden
hoffs zumindest
realchart schon bei 3,5 euro
werden wohl die vielen stopplos gelöst bzw wirksam
naj, kann ja ned immer nur raufgehn, wird morgen wieder besser werden
hoffs zumindest
The Challis Messenger - April 13, 2009
Thompson Creek Mine cuts 28 employees
BY TODD ADAMS
The Thompson Creek Mine has terminated 28 employees to cut costs due to falling molybdenum prices, Kent Watson, mine manager and vice president said last week.
The cuts, effective February 19, are part of an overall 18 percent reduction in force by Thompson Creek Metals at its Clayton mine, corporate office, Langeloth, Pennsylvania, metallurgical facility and Endaco Mine in British Columbia, Watson said.
"Thompson Creek has taken the necessary steps to adjust production and reduce costs and capital spending in response to the lower demand for molybdenum and generally unfavorable market conditions," said Chairman and CEO Kevin Loughrey in a news release.
Moly was selling for an average price of $8.85 per pound last week, Watson said, and the cut backs will allow the Clayton mine to continue operations under that price as demand declines. The price had fallen to $8.70 per pound earlier this week.
The mine will continue to operate two shifts 24 hours per day, but the mill will be scaled back to 70 percent of capacity on a schedule of 10 days on, four days off, said Watson. The 28 workers let go included some staff, temporary and regular employees. They were terminated based on their hire dates and skills, with junior or less experienced employees being the first to go, Watson said.
All were paid for an additional two weeks of earnings, a flat-rate severance payment, accumulated vacation time and other benefits, Watson said.
The staff and remaining employees were all saddened about the cutback, Watson said, "but we need to preserve the company and protect jobs. That remains our goal ? to stay viable." The layoffs leave Thompson Creek with 320 employees at its Clayton-area mine.
The cuts come on top of a planned temporary shutdown this summer. Thompson Creek publicly announced last month that the Clayton mine will undergo a four-week shutdown the last two weeks of July and the first two weeks of August to cut operating expenses.
Thankfully, Thompson Creek is still a strong company with very little debt ? about $16 million ? compared to $270 million in cash.
"We're in a good position to weather the storm," Watson said, "but we must be very careful about how we operate, because money can go away very quickly."
Asked if Thompson Creek is planning any future reductions in force, Watson said company officials are trying to be optimistic and are hopeful that the market will turn around this year. Currently, mining is still profitable at the Clayton mine, with the price above the break-even point, he added.
Any other cutbacks will depend on whether the price of molybdenum continues to fall or stabilizes, though there's no "magic" molybdenum price that will automatically trigger other job cuts, Watson said. Any future layoffs would depend on how long prices stay low, not on a spot market price.
Prices
The current molybdenum price of $8.70 per pound is down from $9.37 last month and $10.25 at the end of 2008. While it's tough to forecast the market for the rest of 2009, officials are still hopeful demand and prices will increase, Watson said.
The current average weekly price is still considerably above the rock-bottom price of below $2 per pound, which forced the mine to close down for about a year in the mid-1990s.
http://www.challismessenger.com/index.php?accnum=story-20-20…
Thompson Creek Mine cuts 28 employees
BY TODD ADAMS
The Thompson Creek Mine has terminated 28 employees to cut costs due to falling molybdenum prices, Kent Watson, mine manager and vice president said last week.
The cuts, effective February 19, are part of an overall 18 percent reduction in force by Thompson Creek Metals at its Clayton mine, corporate office, Langeloth, Pennsylvania, metallurgical facility and Endaco Mine in British Columbia, Watson said.
"Thompson Creek has taken the necessary steps to adjust production and reduce costs and capital spending in response to the lower demand for molybdenum and generally unfavorable market conditions," said Chairman and CEO Kevin Loughrey in a news release.
Moly was selling for an average price of $8.85 per pound last week, Watson said, and the cut backs will allow the Clayton mine to continue operations under that price as demand declines. The price had fallen to $8.70 per pound earlier this week.
The mine will continue to operate two shifts 24 hours per day, but the mill will be scaled back to 70 percent of capacity on a schedule of 10 days on, four days off, said Watson. The 28 workers let go included some staff, temporary and regular employees. They were terminated based on their hire dates and skills, with junior or less experienced employees being the first to go, Watson said.
All were paid for an additional two weeks of earnings, a flat-rate severance payment, accumulated vacation time and other benefits, Watson said.
The staff and remaining employees were all saddened about the cutback, Watson said, "but we need to preserve the company and protect jobs. That remains our goal ? to stay viable." The layoffs leave Thompson Creek with 320 employees at its Clayton-area mine.
The cuts come on top of a planned temporary shutdown this summer. Thompson Creek publicly announced last month that the Clayton mine will undergo a four-week shutdown the last two weeks of July and the first two weeks of August to cut operating expenses.
Thankfully, Thompson Creek is still a strong company with very little debt ? about $16 million ? compared to $270 million in cash.
"We're in a good position to weather the storm," Watson said, "but we must be very careful about how we operate, because money can go away very quickly."
Asked if Thompson Creek is planning any future reductions in force, Watson said company officials are trying to be optimistic and are hopeful that the market will turn around this year. Currently, mining is still profitable at the Clayton mine, with the price above the break-even point, he added.
Any other cutbacks will depend on whether the price of molybdenum continues to fall or stabilizes, though there's no "magic" molybdenum price that will automatically trigger other job cuts, Watson said. Any future layoffs would depend on how long prices stay low, not on a spot market price.
Prices
The current molybdenum price of $8.70 per pound is down from $9.37 last month and $10.25 at the end of 2008. While it's tough to forecast the market for the rest of 2009, officials are still hopeful demand and prices will increase, Watson said.
The current average weekly price is still considerably above the rock-bottom price of below $2 per pound, which forced the mine to close down for about a year in the mid-1990s.
http://www.challismessenger.com/index.php?accnum=story-20-20…
Antwort auf Beitrag Nr.: 37.003.605 von Videomart am 20.04.09 17:17:00Clayton Mine??? Höre ich zum ersten mal, soll das die TC-Mine sein?
Antwort auf Beitrag Nr.: 37.003.757 von allesaufblau am 20.04.09 17:33:39Rückblende:
September 22 2006
New company
Blue Pearl Mining expects the purchase to rank the company among the top five overall moly producers worldwide.
“The Thompson Creek acquisition immediately propels Blue Pearl to the top ranks of world primary molybdenum producers,” said Blue Pearl Chairman and CEO Ian McDonald in a September 5 news release. “We will be transformed from a single-project development company into an integrated North American producer at a time when molybdenum trades at historically high levels.”
During Blue Pearl’s “due diligence” site visits this summer to Thompson Creek’s Clayton-area operations, “management’s expertise and commitment right across the slate of assets were very much in evidence,” McDonald said. “We do not plan to tamper with a winning management formula.”
http://www.miningtopnews.com/thompson-creek-mine-sale-to-clo…
September 22 2006
New company
Blue Pearl Mining expects the purchase to rank the company among the top five overall moly producers worldwide.
“The Thompson Creek acquisition immediately propels Blue Pearl to the top ranks of world primary molybdenum producers,” said Blue Pearl Chairman and CEO Ian McDonald in a September 5 news release. “We will be transformed from a single-project development company into an integrated North American producer at a time when molybdenum trades at historically high levels.”
During Blue Pearl’s “due diligence” site visits this summer to Thompson Creek’s Clayton-area operations, “management’s expertise and commitment right across the slate of assets were very much in evidence,” McDonald said. “We do not plan to tamper with a winning management formula.”
http://www.miningtopnews.com/thompson-creek-mine-sale-to-clo…
LEARN ABOUT:
Thompson Creek Molybdenum Mine
http://images.google.de/imgres?imgurl=http://www.wildwhitecl…
Thompson Creek Molybdenum Mine
http://images.google.de/imgres?imgurl=http://www.wildwhitecl…
Antwort auf Beitrag Nr.: 37.004.099 von Videomart am 20.04.09 18:18:48jaja, schon gut . Trotzdem ungewöhnlich, da sonst immer nur von der TC-Mine die Rede ist.
20.04.2009 09:30
Thompson Creek Metals: Trendwechsel
Thompson Creek Metals wird kurzfristig seinen historischen Trend nach oben durchbrechen. Thompson Creek Metals (News/Aktienkurs) wird am Montag den 27. April bei 4,33 Euro notieren.
Quelle: HappyYuppie.de
Thompson Creek Metals: Trendwechsel
Thompson Creek Metals wird kurzfristig seinen historischen Trend nach oben durchbrechen. Thompson Creek Metals (News/Aktienkurs) wird am Montag den 27. April bei 4,33 Euro notieren.
Quelle: HappyYuppie.de
Antwort auf Beitrag Nr.: 37.005.296 von unalemanloco am 20.04.09 21:18:43
Antwort auf Beitrag Nr.: 37.005.351 von rela68 am 20.04.09 21:26:38In 1 Woche kann ja noch viel passieren, trotzdem etwas gewagt die Prognose.
Jetzt gehts trotzdem erstmal nach Süden!
Antwort auf Beitrag Nr.: 37.006.289 von Aktienherr am 21.04.09 00:12:22Die Korrekturen fallen oft ziemlich heftig aus. Langsam überlege ich, doch mal eine Tradingposition aufzubauen.
Short History zum 15.04.2009
Symbol Report Date Volume Change
TCM - T 2009-04-15 10,391,416 298,361
TCM - T 2009-03-31 10,093,055 371,711
TCM - T 2009-03-15 9,721,344 -507,497
TCM - T 2009-02-28 10,228,841 -823,248
TCM - T 2009-02-15 11,052,089 -101,776
TCM - T 2009-01-31 11,153,865 2,559,753
TCM - T 2009-01-15 8,594,112 388,383
...
Quelle:
http://www.stockwatch.com
Symbol Report Date Volume Change
TCM - T 2009-04-15 10,391,416 298,361
TCM - T 2009-03-31 10,093,055 371,711
TCM - T 2009-03-15 9,721,344 -507,497
TCM - T 2009-02-28 10,228,841 -823,248
TCM - T 2009-02-15 11,052,089 -101,776
TCM - T 2009-01-31 11,153,865 2,559,753
TCM - T 2009-01-15 8,594,112 388,383
...
Quelle:
http://www.stockwatch.com
zahlt TCM dieses jahr eigentlich eine dividende???
Antwort auf Beitrag Nr.: 37.011.187 von Kimmel am 21.04.09 17:37:02ja ich glaube diese Jahr soll es Dividende geben.
100Gramm Molybdän pro Aktie.
Von dem Zeug haben Sie im Moment mehr als sie verkaufen können.
Kannst schon mal den Keller freischaufeln.
100Gramm Molybdän pro Aktie.
Von dem Zeug haben Sie im Moment mehr als sie verkaufen können.
Kannst schon mal den Keller freischaufeln.
hätte aber lieber gern bares
Knoll scheint wohl etwas klamm zu sein:
Apr 21/09 Apr 15/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $6.100
Apr 21/09 Apr 14/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $6.100
Apr 21/09 Apr 15/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $6.100
Apr 21/09 Apr 14/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $6.100
Antwort auf Beitrag Nr.: 37.014.200 von allesaufblau am 22.04.09 07:28:11
kann ja nicht immer nur runter gehen
Ryan's Notes Average: US$7.85/lb
As of April 21, 2009
(updated twice weekl
Ryan's Notes Average: US$7.85/lb
As of April 21, 2009
(updated twice weekl
Antwort auf Beitrag Nr.: 37.017.064 von allesaufblau am 22.04.09 13:52:53warum nicht???
ist doch noch luft nach unten wenn man mal den ausbruch von 2003-2008 außer acht lässt. jahrzehnte vorher (auch da wusste man mit moly schon was anzufangen) - lag der preis pro pfund bei ~5 usd. selbst inflationsbereinigt ist (leider) bei 7.85 usd/lb noch luft nach unten!
ist doch noch luft nach unten wenn man mal den ausbruch von 2003-2008 außer acht lässt. jahrzehnte vorher (auch da wusste man mit moly schon was anzufangen) - lag der preis pro pfund bei ~5 usd. selbst inflationsbereinigt ist (leider) bei 7.85 usd/lb noch luft nach unten!
Antwort auf Beitrag Nr.: 37.018.843 von PatSa am 22.04.09 16:40:53Du musst auch noch dazuschreiben, dass du von der Aktie total angepisst bist und ne Menge Kohle verloren hast, weil du zum falschen Zeitpunkt ein- bzw ausgestiegen bist
und ich bleibe dabei: es kann nicht immer nur nach unten gehen
und ich bleibe dabei: es kann nicht immer nur nach unten gehen
Antwort auf Beitrag Nr.: 37.018.843 von PatSa am 22.04.09 16:40:53...und Kupfer fällt auch wieder unter einen Dollar!!!
Antwort auf Beitrag Nr.: 37.019.067 von allesaufblau am 22.04.09 16:59:30es kann nicht immer nur nach unten gehen
Das ist auch meine Meinung.
Bezüglich des Molypreises könnte der Tiefpunkt tatsächlich erreicht sein.
Das Hauptproblem wird nun aber der Gesamtmarkt sein, der m.E. momentan am Ende einer Bärenmarktrally steht.
Beim DJ und allen anderen Indizes ist in diesem Jahr mit noch weitaus tieferen Kursen zu rechnen.
Wenn's schlecht läuft (...und viele werden darauf spekulieren), könnten die Tiefststände des letzten Jahres noch einmal unterschritten werden...
Das ist auch meine Meinung.
Bezüglich des Molypreises könnte der Tiefpunkt tatsächlich erreicht sein.
Das Hauptproblem wird nun aber der Gesamtmarkt sein, der m.E. momentan am Ende einer Bärenmarktrally steht.
Beim DJ und allen anderen Indizes ist in diesem Jahr mit noch weitaus tieferen Kursen zu rechnen.
Wenn's schlecht läuft (...und viele werden darauf spekulieren), könnten die Tiefststände des letzten Jahres noch einmal unterschritten werden...
Antwort auf Beitrag Nr.: 37.019.067 von allesaufblau am 22.04.09 16:59:30nein! stimmt nicht! ich habe tcm nie als schlechtes invest gesehen sondern mich immer nur der blinden vergötterung verwehrt!
ausgestiegen bin ich um ein vielfaches höher als der jetzige kurs und aktuell habe ich wieder einige stücke für 2,95€ im depot. wohlgemerkt nur einige stücke da ich nicht glaube, dass wir schon am boden sind! weder bei den stahlpreisen noch bei den partizipierenden beimischungen. oder interpretierst du den chart anders?
geld verloren? ...... ja! du nicht? aber mit sicherheit kumuliert nicht soviel wie andere user (mit jahreswechsel im login namen), die bei kursen deutlich über 10€ noch cool gepostet haben, dass sie 50.000€ buchverluste vom azh im depot verbuchen - aber alles wird gut
danke auch noch mal an chartex, der in seinem "hervorragenden" posting vom 03.09.08 noch keine anzeichen für eine rezession und fallende molypreise erkennen konnte! gab bestimmt einige leser unter den vielen dankschreibern, die seine eklatante fehleinschätzung als "strohhalm" und entscheidungshilfe zum durchhalten genommen haben.....
ich persönlich habe übrigens kurz danach verkauft weil ich regelrecht "geschockt" über seine sichtweise war und im ersten moment geglaubt habe, ich lese ein statement irgendeines volksverdummenden politikers........
ausgestiegen bin ich um ein vielfaches höher als der jetzige kurs und aktuell habe ich wieder einige stücke für 2,95€ im depot. wohlgemerkt nur einige stücke da ich nicht glaube, dass wir schon am boden sind! weder bei den stahlpreisen noch bei den partizipierenden beimischungen. oder interpretierst du den chart anders?
geld verloren? ...... ja! du nicht? aber mit sicherheit kumuliert nicht soviel wie andere user (mit jahreswechsel im login namen), die bei kursen deutlich über 10€ noch cool gepostet haben, dass sie 50.000€ buchverluste vom azh im depot verbuchen - aber alles wird gut
danke auch noch mal an chartex, der in seinem "hervorragenden" posting vom 03.09.08 noch keine anzeichen für eine rezession und fallende molypreise erkennen konnte! gab bestimmt einige leser unter den vielen dankschreibern, die seine eklatante fehleinschätzung als "strohhalm" und entscheidungshilfe zum durchhalten genommen haben.....
ich persönlich habe übrigens kurz danach verkauft weil ich regelrecht "geschockt" über seine sichtweise war und im ersten moment geglaubt habe, ich lese ein statement irgendeines volksverdummenden politikers........
Antwort auf Beitrag Nr.: 37.020.051 von PatSa am 22.04.09 18:33:02Hi PatSa,
wie gehts? Sehe, dass Du wieder ganz in Deinem Element bist.
Bin auch mal wieder rein. Allerdings erst seit 3,33€.
Denke, da geht mal wieder a bissle. Aber Du hast natürlich recht, wenn Du darin nur ein Zock siehst!
Haben wir doch gelernt immer wieder Kasse zu machen und uns hier nicht von der allesübergreifenden Euphorie anstecken zu lassen.
Gruß B.
wie gehts? Sehe, dass Du wieder ganz in Deinem Element bist.
Bin auch mal wieder rein. Allerdings erst seit 3,33€.
Denke, da geht mal wieder a bissle. Aber Du hast natürlich recht, wenn Du darin nur ein Zock siehst!
Haben wir doch gelernt immer wieder Kasse zu machen und uns hier nicht von der allesübergreifenden Euphorie anstecken zu lassen.
Gruß B.
finde es sieht kurzfristig gut aus, das kann schnell auf 8,25 CAD laufen, wenn Widerstand bei 6,72 CAD fällt.
Benutze den tollen Chart von bohnebeitel
Gruß
Sunny
Benutze den tollen Chart von bohnebeitel
Gruß
Sunny
MBMOEUOX:IND Mo Drummed Molydbic Oxide EU
Updated: London, Apr 22 19:40
Value
8.10 USD
Change
0.100
% Change
1.250
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
Updated: London, Apr 22 19:40
Value
8.10 USD
Change
0.100
% Change
1.250
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
Antwort auf Beitrag Nr.: 37.020.776 von Bohnebeitel am 22.04.09 20:08:30hin bohne, hast recht! sarkasmus ist mir nicht fremd und der besagte dialog vom 03.09. hat zumindest bei mir die augen geöffnet! ich mache immer noch 3 kreuze das ich damals raus bin!!! die paar teile die ich jetzt neu gekauft habe lass ich liegen und werde ab und zu mal bei günstigen kursen nachlegen. grundsätzlich sollten immer ein paar rohstoffe als longinvest mit ins depot.
denke aber schon, dass wenn die kurzarbeit in entlassungen umschlägt, die stahlpreise weiter sinken werden. ist nun mal typisch für eine deflation. glaube kaum, dass moly dann über 8usd/lb stehen bleibt. immerhin werden ja jetzt schon die autos für die nächsten 3 jahre verkauft! und dann? die autoindustrie ist ein erheblicher faktor im erzkreislauf.
kannst du dich an eine einzige (politische) wirtschaftsprognose erinnern, die NICHT nachträglich nach UNTEN korrigiert wurde???? im moment liegt die messlatte bei minus 5,8%! vor nicht mal 3 wochen lag sie noch bei minus 2,5%.....
oder unser finanzminister, der 3 tage vor der pleite der hypo noch offiziell verlautbart hat: das deutsche bankensystem ist sicher.....
natürlich wird auch diese krise irgendwann zu ende sein und die negative übertreibung im rohstoffmarkt abgebaut - aber nicht sommer 2009. egal wie viele postings mit dem wort "molybdän" verfasst werden
neee neee - das glas ist halb leer......
denke aber schon, dass wenn die kurzarbeit in entlassungen umschlägt, die stahlpreise weiter sinken werden. ist nun mal typisch für eine deflation. glaube kaum, dass moly dann über 8usd/lb stehen bleibt. immerhin werden ja jetzt schon die autos für die nächsten 3 jahre verkauft! und dann? die autoindustrie ist ein erheblicher faktor im erzkreislauf.
kannst du dich an eine einzige (politische) wirtschaftsprognose erinnern, die NICHT nachträglich nach UNTEN korrigiert wurde???? im moment liegt die messlatte bei minus 5,8%! vor nicht mal 3 wochen lag sie noch bei minus 2,5%.....
oder unser finanzminister, der 3 tage vor der pleite der hypo noch offiziell verlautbart hat: das deutsche bankensystem ist sicher.....
natürlich wird auch diese krise irgendwann zu ende sein und die negative übertreibung im rohstoffmarkt abgebaut - aber nicht sommer 2009. egal wie viele postings mit dem wort "molybdän" verfasst werden
neee neee - das glas ist halb leer......
Antwort auf Beitrag Nr.: 37.020.987 von Sunnytrader am 22.04.09 20:36:47Benutze den tollen Chart von bohnebeitel
Welcher Chart?
Welcher Chart?
Antwort auf Beitrag Nr.: 37.021.198 von PatSa am 22.04.09 21:01:43Sehr gute Einstellung. Kann ich nur bestätigen!
Wünsche Dir noch viel Erfolg!
Gruß B.
Natürlich allen anderen auch!
Wünsche Dir noch viel Erfolg!
Gruß B.
Natürlich allen anderen auch!
Antwort auf Beitrag Nr.: 37.021.307 von Bohnebeitel am 22.04.09 21:15:11http://stockcharts.com/h-sc/ui?s=TCM.TO&p=D&yr=0&mn=7&dy=20&…
Antwort auf Beitrag Nr.: 37.021.351 von Sunnytrader am 22.04.09 21:20:20Hi Sunny,
man bin ich vergesslich, habe eben mal die Mails gecheckt.
Jetzt ist es klar.
Der Chart ist echt perfekt. Aber es ist alles vom Dow J. abhängig ob er die 8200 Pkte überwinden kann. Dann wird wohl auch Deine Prognose stimmen. Zumindest ist dass meine Marschroute!
Gruß B.
man bin ich vergesslich, habe eben mal die Mails gecheckt.
Jetzt ist es klar.
Der Chart ist echt perfekt. Aber es ist alles vom Dow J. abhängig ob er die 8200 Pkte überwinden kann. Dann wird wohl auch Deine Prognose stimmen. Zumindest ist dass meine Marschroute!
Gruß B.
Antwort auf Beitrag Nr.: 37.021.443 von Bohnebeitel am 22.04.09 21:31:13
die hauptsache man weiß, wo es steht. Gruß zurück1
die hauptsache man weiß, wo es steht. Gruß zurück1
Antwort auf Beitrag Nr.: 37.021.329 von Bohnebeitel am 22.04.09 21:17:29danke ebenso!
finde es nur nach wie vor schade, dass in so einem öffentlichen forum jeglicher zweifel oder kritische fragen als jammern abgetan wird! vor einem jahr genauso wie heute! jedes posting wo das wort "molybdän" drin vorkommt wird toleriert - scheißegal ob es mit tcm nur über 10 ecken und mit viel alkohol in verbindung gebracht werden kann.......
hauptsache positiver grundton und ein paar smilis!
aber wehe nicht! dann schnell den mod anheulen oder die kollektive "antijammerkeule" schwingen!
ps: das läuft übrigens gerade über meinen "spiegel-online" newsticker:
"Der Vorstandschef des Chemieriesen BASF, Jürgen Hambrecht, erwartet bis Mitte, unter Umständen sogar Ende 2010 keine grundlegende Verbesserung der wirtschaftlichen Lage. "Ich gehe davon aus, dass die schlimmsten Zeiten noch vor uns liegen", sagte er dem manager magazin. "Es wird immer enger, weltweit."
da sag ich mir mal, der hambrecht sollte w:o lesen! bin ich froh, dass der typ keine ahnung von rohstoffen oder wirtschaft hat!
"Wirtschaft bricht massiv ein, die Prognosen sind katastrophal, ein Ende der Talfahrt ist nicht absehbar. Selbst der Bundesregierung fällt das Mutmachen inzwischen schwer. Allein in der düsteren Analyse ist sich die große Krisenrunde bei der Kanzlerin weitgehend einig, sonst herrscht Ratlosigkeit."
und wie gesagt! alleine die autoindustrie verkauft durch die abwrackprämie jetzt gerade die fahrzeuge der nächsten 2-3 jahre. ein industriezweig, der neben dem maschinenbau als stützpfeiler des erzkreislaufes gesehen wird! von der bauindustrie und deren einbrüche ganz zu schweigen!
wer glaubt denn ernsthaft, dass im molysektor jetzt schon der boden erreicht ist????
finde es nur nach wie vor schade, dass in so einem öffentlichen forum jeglicher zweifel oder kritische fragen als jammern abgetan wird! vor einem jahr genauso wie heute! jedes posting wo das wort "molybdän" drin vorkommt wird toleriert - scheißegal ob es mit tcm nur über 10 ecken und mit viel alkohol in verbindung gebracht werden kann.......
hauptsache positiver grundton und ein paar smilis!
aber wehe nicht! dann schnell den mod anheulen oder die kollektive "antijammerkeule" schwingen!
ps: das läuft übrigens gerade über meinen "spiegel-online" newsticker:
"Der Vorstandschef des Chemieriesen BASF, Jürgen Hambrecht, erwartet bis Mitte, unter Umständen sogar Ende 2010 keine grundlegende Verbesserung der wirtschaftlichen Lage. "Ich gehe davon aus, dass die schlimmsten Zeiten noch vor uns liegen", sagte er dem manager magazin. "Es wird immer enger, weltweit."
da sag ich mir mal, der hambrecht sollte w:o lesen! bin ich froh, dass der typ keine ahnung von rohstoffen oder wirtschaft hat!
"Wirtschaft bricht massiv ein, die Prognosen sind katastrophal, ein Ende der Talfahrt ist nicht absehbar. Selbst der Bundesregierung fällt das Mutmachen inzwischen schwer. Allein in der düsteren Analyse ist sich die große Krisenrunde bei der Kanzlerin weitgehend einig, sonst herrscht Ratlosigkeit."
und wie gesagt! alleine die autoindustrie verkauft durch die abwrackprämie jetzt gerade die fahrzeuge der nächsten 2-3 jahre. ein industriezweig, der neben dem maschinenbau als stützpfeiler des erzkreislaufes gesehen wird! von der bauindustrie und deren einbrüche ganz zu schweigen!
wer glaubt denn ernsthaft, dass im molysektor jetzt schon der boden erreicht ist????
vor ca. genau einem Jahr war ALLES rosarot, kein Mensch hat geglaubt, dass es wirtschaftlich so rasant runter gehen könnte, alles war bullisch...nun genau das gegenteilige Szenario...
Antwort auf Beitrag Nr.: 37.021.443 von Bohnebeitel am 22.04.09 21:31:13Aber es ist alles vom Dow J. abhängig ob er die 8200 Pkte überwinden kann
Sprichst du von 2010???
Sprichst du von 2010???
Antwort auf Beitrag Nr.: 37.021.623 von Videomart am 22.04.09 21:50:02Ich habe nicht gesagt, dass wir die 8200 schaffen. Sondern, dass der weitere Anstieg von TCM auch mit dem DJ stark in Verbindung steht. Wir werden also sehen. Und der Chart von heute, kann morgen schon keine Gültigkeit mehr besitzen, wenn Du weißt was ich meine
Antwort auf Beitrag Nr.: 37.021.679 von Bohnebeitel am 22.04.09 21:56:09In diesem turbulenten Markt stimmt das leider...
US-Senator empfiehlt: "Selbstmord für Manager"
http://www.jobbanet.eu/?p=1792
Freddie-Mac-Manager begeht offenbar Selbstmord
http://nachrichten.aol.de/freddie-mac-manager-begeht-offenba…
Tja, wenn das mit den Empfehlungen doch immer so gut klappen würde...
http://www.jobbanet.eu/?p=1792
Freddie-Mac-Manager begeht offenbar Selbstmord
http://nachrichten.aol.de/freddie-mac-manager-begeht-offenba…
Tja, wenn das mit den Empfehlungen doch immer so gut klappen würde...
European molybdenum prices on the march
SÃO PAULO (Metal-Pages) 24-Apr-2009
Molybdenum prices in Europe appear to have hit the bottom and are currently taking an upward turn, as European traders point the finger at stronger Chinese demand and speculation, renewed interest from the auto sector, in addition to a lack of available.
Price rises are being led by demand for molybdenum trioxide, with traders now putting material at $ 8.10-8.60/lb.
Traders now put duty-paid ferro-molybdenum between $ 20.50-21.50/kg. A ferro-molybdenum trader said following a first round in February, a new wave of Chinese buying has come into the market, and while neither major steelmakers such as ArcelorMittal nor ThyssenKrupp have yet to make an appearance, the level of enquiries from smaller and medium-sized consumers has been significantly encouraging.
Oxide has been impossible to get, a second trader said. “I'm hearing of sales at $ 8.50-8.60/lb but I can't find any,” the trader added.
In the trader's view mostly smaller producers in China with costs running at $ 10-12/lb have either stopped producing or selling, meaning there has been added demand for European material, while Chinese steelmakers whose output is largely unchanged are lacking supplies.
“Demand is in South Korea, Tawain and Indonesia, everywhere, but the traders are in Europe,” the trader added.
A trader reported selling at $ 20.50, doubting whether a price of $ 21/kg is achievable yet.
“What's not clear is whether it's a flash in the pan or not,” the trader said.
www.metal-pages.com/news/story/39110/
SÃO PAULO (Metal-Pages) 24-Apr-2009
Molybdenum prices in Europe appear to have hit the bottom and are currently taking an upward turn, as European traders point the finger at stronger Chinese demand and speculation, renewed interest from the auto sector, in addition to a lack of available.
Price rises are being led by demand for molybdenum trioxide, with traders now putting material at $ 8.10-8.60/lb.
Traders now put duty-paid ferro-molybdenum between $ 20.50-21.50/kg. A ferro-molybdenum trader said following a first round in February, a new wave of Chinese buying has come into the market, and while neither major steelmakers such as ArcelorMittal nor ThyssenKrupp have yet to make an appearance, the level of enquiries from smaller and medium-sized consumers has been significantly encouraging.
Oxide has been impossible to get, a second trader said. “I'm hearing of sales at $ 8.50-8.60/lb but I can't find any,” the trader added.
In the trader's view mostly smaller producers in China with costs running at $ 10-12/lb have either stopped producing or selling, meaning there has been added demand for European material, while Chinese steelmakers whose output is largely unchanged are lacking supplies.
“Demand is in South Korea, Tawain and Indonesia, everywhere, but the traders are in Europe,” the trader added.
A trader reported selling at $ 20.50, doubting whether a price of $ 21/kg is achievable yet.
“What's not clear is whether it's a flash in the pan or not,” the trader said.
www.metal-pages.com/news/story/39110/
Aufgrund mangelnden Interesses wird dieser Thread gesperrt.
[allesaufblauMOD]
[allesaufblauMOD]
AFX | 22 Apr 2009 | 04:17 PM ET
Chief Executive Officer Richard Adkerson, Freeport McMoranCopper & Gold Inc :
"We continue to be very positive about being in the copper and molybdenum business, even though prices are weak." Adkerson pointed out that historically low exchange and consumer inventories around the world and supply issues unrelated to price -- low ore grades at aging mines, equipment shortages and challenges of operating in politically unstable regions -- should support prices. "As developing world economies begin to recover and as China and the undeveloped world builds infrastructure, the world is going to have strong demand for copper and the industry will be challenged to meet that demand," he said. When demand does pick up, he said, it can take as long as two years between the time when Freeport decides to restart operations and output reaches previous levels. "If we were to make the decision in the second half of '09, it would take a couple of years. The longer it goes the more that lag time gets extended," he said. On the other hand, Freeport could expand operations elsewhere if necessary to make up for curtailed supply. "Lag time will be limited to Morenci, Safford operations (in the U.S.), and other operations we could use to cushion volumes quickly both for copper and molybdenum," he said. Molybendum operations could be restarted more quickly. Freeport trimmed molybdenum output at its Henderson mine in the U.S. to 40 percent and cut byproduct output at copper mines. Molybdenum prices are off last year's levels by two-thirds, hit by a steep declines in steel and chemical industry demand. Though Freeport has historically not shipped molybdenum into the Chinese market, Adkerson said it had received "recent inquiries about it," but could not comment further. "We're working our plans off of what we see from our traditional customers (in the U.S. and Europe), and if this gives us some new opportunities we're in a position to act very quickly on it," the executive added.
http://www.cnbc.com/id/30352665" target="_blank" rel="nofollow ugc noopener">
http://www.cnbc.com/id/30352665
Chief Executive Officer Richard Adkerson, Freeport McMoranCopper & Gold Inc :
"We continue to be very positive about being in the copper and molybdenum business, even though prices are weak." Adkerson pointed out that historically low exchange and consumer inventories around the world and supply issues unrelated to price -- low ore grades at aging mines, equipment shortages and challenges of operating in politically unstable regions -- should support prices. "As developing world economies begin to recover and as China and the undeveloped world builds infrastructure, the world is going to have strong demand for copper and the industry will be challenged to meet that demand," he said. When demand does pick up, he said, it can take as long as two years between the time when Freeport decides to restart operations and output reaches previous levels. "If we were to make the decision in the second half of '09, it would take a couple of years. The longer it goes the more that lag time gets extended," he said. On the other hand, Freeport could expand operations elsewhere if necessary to make up for curtailed supply. "Lag time will be limited to Morenci, Safford operations (in the U.S.), and other operations we could use to cushion volumes quickly both for copper and molybdenum," he said. Molybendum operations could be restarted more quickly. Freeport trimmed molybdenum output at its Henderson mine in the U.S. to 40 percent and cut byproduct output at copper mines. Molybdenum prices are off last year's levels by two-thirds, hit by a steep declines in steel and chemical industry demand. Though Freeport has historically not shipped molybdenum into the Chinese market, Adkerson said it had received "recent inquiries about it," but could not comment further. "We're working our plans off of what we see from our traditional customers (in the U.S. and Europe), and if this gives us some new opportunities we're in a position to act very quickly on it," the executive added.
http://www.cnbc.com/id/30352665" target="_blank" rel="nofollow ugc noopener">
http://www.cnbc.com/id/30352665
Molybdenum oxide offers up to high of $8.80, Chinese demand returns
By Hongmei Li - Senior Correspondent, Asia, hongmei@fastmarkets.com
Email this page to a friend - Printer friendly version
Singapore, 24 April 2009 - Molybdenum oxide (MO3) offers have risen to $8.3-8.8 per lb cost and freight (cfr) into the Chinese market over the week from around $7.7-8 per lb as Chinese demand returns after a quiet month.
"China’s ferro-molybdenum prices have been on the rise recently, which has encouraged the demand for the raw material, hence the price," a MO3 trader in Beijing said.
Spot MO3 is offered at $8.8 per lb cfr China in the global market, and $8.6 per lb for cargoes on the water, according to her - other participants reported hearing offers at $8.3 per lb for new shipments.
Ferro-molybdenum is selling at 94,000-95,000 yuan ($13,784 - 13,931) per tonne inside China, up from 80,000-90,000 yuan per tonne a month ago, but Chinese producers will have to use imported oxide for production to be slightly profitable.
China’s molybdenum concentrate is offered at $1,500-1,550 yuan per metric tonne unit (mtu), which will translate into 109,000 yuan per tonne of ferro-molybdenum, according to Chinese producers, which is unaffordable.
And demand may grow further as more Chinese producers are considering resuming or increasing production, due to steady domestic prices.
A number of Chinese ferro-molybdenum producers have halted or cut production since last November, due to sliding prices.
"If the market continues to sustain for the next few weeks, we may want to resume our production," a ferro-molybdenum producer in northeast China’s Liaoning province said.
China’s ferro-molybdenum exports have been almost at a standstill since the beginning of the year, as up to April, few licensed exporters have made any use of their export quotas because of low global demand and prices.
"Last year, we had been trying our best to use up the quota, despite the market downward development in the fourth quarter, for fear that our quota may be cut for this year. Now, our only concern is survival than worrying about the quota - there is no overseas market to speak of anyway," the producer in Liaoning said.
China issued quotas for 255,000 tonnes of molybdenum export in pure metal for this year, 800 tonnes less than 2008, but it seems that the actual export volume for 2009 may be far below the quota volume.
MinorMetals.com
press@minormetals.com
http://www.minormetals.com/news/editorial.aspx?GUID=64090424…
By Hongmei Li - Senior Correspondent, Asia, hongmei@fastmarkets.com
Email this page to a friend - Printer friendly version
Singapore, 24 April 2009 - Molybdenum oxide (MO3) offers have risen to $8.3-8.8 per lb cost and freight (cfr) into the Chinese market over the week from around $7.7-8 per lb as Chinese demand returns after a quiet month.
"China’s ferro-molybdenum prices have been on the rise recently, which has encouraged the demand for the raw material, hence the price," a MO3 trader in Beijing said.
Spot MO3 is offered at $8.8 per lb cfr China in the global market, and $8.6 per lb for cargoes on the water, according to her - other participants reported hearing offers at $8.3 per lb for new shipments.
Ferro-molybdenum is selling at 94,000-95,000 yuan ($13,784 - 13,931) per tonne inside China, up from 80,000-90,000 yuan per tonne a month ago, but Chinese producers will have to use imported oxide for production to be slightly profitable.
China’s molybdenum concentrate is offered at $1,500-1,550 yuan per metric tonne unit (mtu), which will translate into 109,000 yuan per tonne of ferro-molybdenum, according to Chinese producers, which is unaffordable.
And demand may grow further as more Chinese producers are considering resuming or increasing production, due to steady domestic prices.
A number of Chinese ferro-molybdenum producers have halted or cut production since last November, due to sliding prices.
"If the market continues to sustain for the next few weeks, we may want to resume our production," a ferro-molybdenum producer in northeast China’s Liaoning province said.
China’s ferro-molybdenum exports have been almost at a standstill since the beginning of the year, as up to April, few licensed exporters have made any use of their export quotas because of low global demand and prices.
"Last year, we had been trying our best to use up the quota, despite the market downward development in the fourth quarter, for fear that our quota may be cut for this year. Now, our only concern is survival than worrying about the quota - there is no overseas market to speak of anyway," the producer in Liaoning said.
China issued quotas for 255,000 tonnes of molybdenum export in pure metal for this year, 800 tonnes less than 2008, but it seems that the actual export volume for 2009 may be far below the quota volume.
MinorMetals.com
press@minormetals.com
http://www.minormetals.com/news/editorial.aspx?GUID=64090424…
na, ob wir heute noch eine schöne, lange, weiße Kerze sehen ? der untergrund wird schön festgeklopft.
Metals Week Average: US$8.00/lb
As of April 24, 2009
(updated weekly)
As of April 24, 2009
(updated weekly)
prima Grillwetter heute, hoffentlich ziehts sich nicht noch zu
hab leider kein Abo:
No new contracts this year at LME, as cobalt, molybdenum delayed
Futures and Options Intelligence (subscription) - Vor 37 Minuten
The London Metal Exchange will delay its planned launch of cobalt and molybdenum futures due to changes in a clearing system at LCH.Clearnet.
Martin Abbott, the exchange’s chief executive, said at a press briefing in London today (April 24) that both contracts should be launched in the first quarter of 2010, when a new clearing platform is in...
Quelle: http://www.fointelligence.com/Article/2187942/No-new-contrac…
No new contracts this year at LME, as cobalt, molybdenum delayed
Futures and Options Intelligence (subscription) - Vor 37 Minuten
The London Metal Exchange will delay its planned launch of cobalt and molybdenum futures due to changes in a clearing system at LCH.Clearnet.
Martin Abbott, the exchange’s chief executive, said at a press briefing in London today (April 24) that both contracts should be launched in the first quarter of 2010, when a new clearing platform is in...
Quelle: http://www.fointelligence.com/Article/2187942/No-new-contrac…
MBMOEUOX:IND (Mo Drummed Molydbic Oxide EU)
Updated: London, Apr 24 21:35
Value 8.25USD
Change 0.150
% Change 1.852
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
Updated: London, Apr 24 21:35
Value 8.25USD
Change 0.150
% Change 1.852
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
US spot molybdenum oxide prices rise; noble alloys steady -
NEW YORK (Metal-Pages) 24-Apr-09
Spot prices increased late this week for molybdenum oxide delivered to consumers in the US market.
It was the first such increase for US spot molybdenum oxide prices in at least two months and confirmed recent supposition that the market for this commodity has bottomed...
www.metal-pages.com/news/story/39138/ (Auszug)
NEW YORK (Metal-Pages) 24-Apr-09
Spot prices increased late this week for molybdenum oxide delivered to consumers in the US market.
It was the first such increase for US spot molybdenum oxide prices in at least two months and confirmed recent supposition that the market for this commodity has bottomed...
www.metal-pages.com/news/story/39138/ (Auszug)
Antwort auf Beitrag Nr.: 37.037.362 von allesaufblau am 24.04.09 18:39:17Prima wetter heute, hab das Auto geputzt, die Straße gekehrt, eingekauft und meine Frau verwöhnt......hoffentlich bleibts heute nacht auch so schön.....allesaufgrün....bisbaldinderStadt....
Antwort auf Beitrag Nr.: 37.043.194 von Sochi am 26.04.09 20:14:53hab das Auto geputzt
damit dürfte auch klar sein, warum manche Postings über Deinem Horizont liegen
damit dürfte auch klar sein, warum manche Postings über Deinem Horizont liegen
Antwort auf Beitrag Nr.: 37.043.952 von allesaufblau am 27.04.09 07:27:11
Stell Dir vor die Perle steigt und keiner kriegts mit!
Antwort auf Beitrag Nr.: 37.047.226 von Bohnebeitel am 27.04.09 15:59:09pssst
Antwort auf Beitrag Nr.: 37.047.233 von Clowny am 27.04.09 15:59:46Was das bedeutet dürfte ja wohl klar sein, oder?
Antwort auf Beitrag Nr.: 37.047.258 von Bohnebeitel am 27.04.09 16:02:16Moly hilft gegen Schweinegrippe
Antwort auf Beitrag Nr.: 37.047.269 von Clowny am 27.04.09 16:03:29Eigentlich hieß es doch immer steig du Molysau, nicht wahr?
Antwort auf Beitrag Nr.: 37.005.296 von unalemanloco am 20.04.09 21:18:43hiermit korrigiere ich meinen Beitrag vom 20.4.:
original-Text:
>20.04.2009 09:30
>Thompson Creek Metals: Trendwechsel
>Thompson Creek Metals wird kurzfristig seinen historischen Trend
>nach oben durchbrechen. Thompson Creek Metals (News/Aktienkurs)
>wird am Montag den 27. April bei 4,33 Euro notieren.
>Quelle: HappyYuppie.de
Kurs am 27.4.:
€ 4,40
original-Text:
>20.04.2009 09:30
>Thompson Creek Metals: Trendwechsel
>Thompson Creek Metals wird kurzfristig seinen historischen Trend
>nach oben durchbrechen. Thompson Creek Metals (News/Aktienkurs)
>wird am Montag den 27. April bei 4,33 Euro notieren.
>Quelle: HappyYuppie.de
Kurs am 27.4.:
€ 4,40
Antwort auf Beitrag Nr.: 37.047.300 von Bohnebeitel am 27.04.09 16:06:39das waren noch Zeiten
wenn ich sehe das überwiegend Anonymous auf der Käuferseite tätig ist, sollte der Boden bereits verlassen worden sein.
und immer schön eindecken
am besten alle auf einmal
wenn ich sehe das überwiegend Anonymous auf der Käuferseite tätig ist, sollte der Boden bereits verlassen worden sein.
und immer schön eindecken
am besten alle auf einmal
Angriff aufs ATH?
wieso gehts hier so lahm aufwärts??
wollte eigentlich die 10 euro am jahresende sehen, gebt mal gas
wollte eigentlich die 10 euro am jahresende sehen, gebt mal gas
Antwort auf Beitrag Nr.: 37.047.602 von petersylvester am 27.04.09 16:42:04geht klar
übrigens erst mal ein
@you
übrigens erst mal ein
@you
Antwort auf Beitrag Nr.: 37.047.625 von Clowny am 27.04.09 16:44:20imes & Sales
Zeit Kurs
16:58:36 5,63
16:58:33 4,48
16:58:20 4,47
16:58:01 4,47
16:57:20 4,47
Zeit Kurs
16:58:36 5,63
16:58:33 4,48
16:58:20 4,47
16:58:01 4,47
16:57:20 4,47
Antwort auf Beitrag Nr.: 37.047.790 von petersylvester am 27.04.09 17:00:04mal wieder Zeit für 50er Kacheln
von mir auch an hallo @all!!
auf gehts
Danke für die Grüße peterle
auf gehts
Danke für die Grüße peterle
Antwort auf Beitrag Nr.: 37.047.258 von Bohnebeitel am 27.04.09 16:02:16das bedeutet, dass das Ding immer dann steigt, wenn Videomart null Chance nach oben sieht! Die Chinesen haben ja alles in der Hand und dann die Kupferproduzenten, die den Markt mit Moly fluten, usw
Vorsicht Leute, wenn VM jubelt und uns von neuen Höhen überzeugen will, dann schnell wieder verkaufen
Vorsicht Leute, wenn VM jubelt und uns von neuen Höhen überzeugen will, dann schnell wieder verkaufen
Alles wieder an Bord. Dann kanns ja wieder losgehen!
@ Papst: Trauschauwem
@ Papst: Trauschauwem
Antwort auf Beitrag Nr.: 37.047.342 von Clowny am 27.04.09 16:11:30Ja, bin aber leider damals aufgrund jubelhochjauchzender Schreie erst spät wieder raus. Aber man lernt ja dazu.
Also: Nun hoch mit der Sau
Also: Nun hoch mit der Sau
wow! respekt! hätte ich nicht gedacht!
Antwort auf Beitrag Nr.: 37.048.367 von PatSa am 27.04.09 17:59:15Und Du bist mit dabei! Ist das nicht schön?
Was ist denn hier los, gibt´s news?
Ich scheiß die Wand an, is dat schön hier.
Volumen
Ist Heute ja fast wie damals hier
Lars
Lars
Antwort auf Beitrag Nr.: 37.049.070 von LarsKol am 27.04.09 19:35:43nur wir sind inswischen älter:O
Antwort auf Beitrag Nr.: 37.049.101 von Clowny am 27.04.09 19:38:56auf das gefühlte Alter kommt es an und danach bin ich noch ein junger Hüpfer
Antwort auf Beitrag Nr.: 37.049.126 von LarsKol am 27.04.09 19:42:06als ich 17 Jahre alt war schaute ich immer nach 20 jährigen Mädels
hab ich heute auch noch
hab ich heute auch noch
NEW YORK, April 27 (newratings.com) - Analysts at JP Morgan initiate coverage of Thompson Creek Metals Co Inc (TC) with an "overweight" rating.
http://www.newratings.com/en/main/company_headline.m?id=1906…
http://www.newratings.com/en/main/company_headline.m?id=1906…
Schön, wenn man in TCM und Hecla investiert ist.
Antwort auf Beitrag Nr.: 37.049.243 von Clowny am 27.04.09 19:56:27los ziieeeehh du dreckige molysau.....
Packt die Bergsteigerschuhe ein
Antwort auf Beitrag Nr.: 37.049.541 von fasel am 27.04.09 20:41:41zieh du sau
Grillzeit
sind ja nur 10 mille
sind ja nur 10 mille
Antwort auf Beitrag Nr.: 37.049.571 von Clowny am 27.04.09 20:45:34so langsam bleib mir der atem weg.
eine Empfehlung von JP Morgan hat anscheinend ein klein wenig mehr Gewicht als eine von NoggerT (Gedenkminute für seine Nachtrader und Respekt an HappyYuppie )
Antwort auf Beitrag Nr.: 37.049.631 von petersylvester am 27.04.09 20:54:29ist hoffentlich erst der Anfang bzw eigentlich nur die Wende
mein Ziel ist ein neues ATH
Welches Kursziel hast Du denn
mein Ziel ist ein neues ATH
Welches Kursziel hast Du denn
Antwort auf Beitrag Nr.: 37.049.648 von Clowny am 27.04.09 20:57:05hab mal eins geträumt.
das sag ich dir nur in einer bm.gell
das sag ich dir nur in einer bm.gell
Antwort auf Beitrag Nr.: 37.049.668 von petersylvester am 27.04.09 21:00:44
Thompson Creek Metals (TC) appears to be trading at a higher than usual volume today and is now at $6.01, up $0.52 (9.47%) on volume of 3,266,550 shares traded. For the last 30 days TC has traded 1,521,913 shares on average each day. So far today's volume is 114.63% above that average volume. Over the last 52 weeks the stock has ranged from a low of $2.44 to a high of $24.60. Thompson Creek Metals stock has been showing support around $4.93 and resistance in the $5.93 range. Technical indicators for the stock are bullish and S&P does not currently have a STARS rating for TC. We will just watch this one for now. There are no available for trade on TC. [ABR-Seven Summits Strategic Investments NewsBite]
Click Symbol For More News On: (TC)
Click Symbol For More News On: (TC)
Antwort auf Beitrag Nr.: 37.049.758 von ketsie am 27.04.09 21:16:39Seit langer, langer Durststrecke der beste Tag für TCM....
eifel
eifel
ob Knoll sich heute wohl in den Ar... gebissen hat?
eine Charttechnik-Einschätzung aus Stockhouse
(S-S-S-K-S-S-S kannte ich auch noch nicht, aber 9.50 CAD hört sich erstmal nicht so schlecht an) :
(S-S-S-K-S-S-S kannte ich auch noch nicht, aber 9.50 CAD hört sich erstmal nicht so schlecht an) :
Antwort auf Beitrag Nr.: 37.050.227 von allesaufblau am 27.04.09 22:29:26Ich glaube kaum, daß er einen Gedanken daran verschwendet, wenn er als Millionär ein paar Tausend Dollar verliert.
Beim vierfachen Wert nicht verkauft zu haben, sollte ihn eher wurmen...
Beim vierfachen Wert nicht verkauft zu haben, sollte ihn eher wurmen...
Antwort auf Beitrag Nr.: 37.050.277 von Videomart am 27.04.09 22:37:23ich glaub ja eher, wer viel hat der ist am geizigsten
Die meisten Indizes sowie Metallpreise sind gestern nicht zuletzt aufgrund der Ängste bezüglich einer weltweiten Seuche gefallen.
http://www.fxstreet.com/fundamental/market-view/market-insig…
Umso erstaunlicher die Performance im Molybdänbereich:
Top 5 Performing Equities
Company Symbol Time(EST) Price Change $ Change %
Thompson Creek Metals Company Inc /TCM.TO 15:25 7.63 CAD +0.94 +14.05%
Donner Metals Ltd /DON.V 14:50 0.17 CAD +0.02 +10.00%
Augusta Resource Corp /AZC 14:58 1.80 USD +0.15 +9.09%
Adanac Molybdenum Corp /AUA.V 15:10 0.06 CAD +0.01 +9.09%
Ivernia Inc /IVW.TO 12:43 0.13 CAD +0.01 +4.17%
http://www.kitcometals.com/
Schönes WE @ All!
http://www.fxstreet.com/fundamental/market-view/market-insig…
Umso erstaunlicher die Performance im Molybdänbereich:
Top 5 Performing Equities
Company Symbol Time(EST) Price Change $ Change %
Thompson Creek Metals Company Inc /TCM.TO 15:25 7.63 CAD +0.94 +14.05%
Donner Metals Ltd /DON.V 14:50 0.17 CAD +0.02 +10.00%
Augusta Resource Corp /AZC 14:58 1.80 USD +0.15 +9.09%
Adanac Molybdenum Corp /AUA.V 15:10 0.06 CAD +0.01 +9.09%
Ivernia Inc /IVW.TO 12:43 0.13 CAD +0.01 +4.17%
http://www.kitcometals.com/
Schönes WE @ All!
Bay Street Stocks Drop Sharply Away From Five-Month High - Canadian Commentary
27 April 2009 @ 04:34 pm EST
Toronto stocks dropped sharply on Monday, slipping away from the five-month high from the previous session. Worries over the swine flu raised fears of a slower global economic recovery.
The S&P/TSX Composite Index fell 154.68 points or 1.61% to move at 9,394.80. The decline was the first in five days for Canada's main index.
Energy stocks dropped 2.4% to lead the decliners. Nexen (NXY.TO) lost 4.3% after the stock was downgraded to Neutral to Buy at Dundee Securities. Canadian Oil Sands (COS.UN.TO) fell 3.3%, Encana (ECA.TO) dropped 2.5% and Canadian Natural Resources (CNQ.TO) fell 2.3%.
Light sweet crude for June delivery dropped to $50.14, down $1.41 on the session. Prices hit as low as $48.01 earlier in the morning.
Industrials are also down about 2.1%. Canadian National Railway (CNR.TO) dropped 2.6% and rival Canadian Pacific Railway (CP.TO) dropped 2.5% to lead the sector lower.
The Financial Index fell 2%. Scotiabank (BNS.TO) dropped 3.1%, Toronto-Dominion (TD.TO) fell 2.1% and CIBC (CM.TO) lost 1.8%.
In other corporate news, Thompson Creek Metals surged 10% after the stock was initiated at Overweight by JPMorgan Chase.
HudBay Minerals (HBM.TO) jumped 8.2% amid a report in the Globe and Mail that Indian mining company Lakomasko has purchased about 10% of the struggling Canadian zinc and copper producer.
Tundra Semiconductor (TUN.TO) soared 14.7% after the announcement it has received an all-cash buyout offer from Integrated Device Technology at a price of C$6.25 per share or about C$120.8 million.
Meanwhile, troubled automaker General Motors Corp. (GM) said Monday that it will cut 21,000 U.S. hourly jobs and reduce its U.S. dealer count by 42% by the end of 2010 under a revised viability plan meant to accelerate and deepen the restructuring of its U.S. operations, as the company races to stave off bankruptcy.
The number of confirmed swine flu cases in the U.S. reached 40, although the reported cases still remain relatively mild and do not appear to be life-threatening. The Center for Disease Control addressed the situation Monday in a press conference, urging Americans to postpone unnecessary travel plans to Mexico.
http://www.ibtimes.com/articles/20090427/bay-street-stocks-d…
27 April 2009 @ 04:34 pm EST
Toronto stocks dropped sharply on Monday, slipping away from the five-month high from the previous session. Worries over the swine flu raised fears of a slower global economic recovery.
The S&P/TSX Composite Index fell 154.68 points or 1.61% to move at 9,394.80. The decline was the first in five days for Canada's main index.
Energy stocks dropped 2.4% to lead the decliners. Nexen (NXY.TO) lost 4.3% after the stock was downgraded to Neutral to Buy at Dundee Securities. Canadian Oil Sands (COS.UN.TO) fell 3.3%, Encana (ECA.TO) dropped 2.5% and Canadian Natural Resources (CNQ.TO) fell 2.3%.
Light sweet crude for June delivery dropped to $50.14, down $1.41 on the session. Prices hit as low as $48.01 earlier in the morning.
Industrials are also down about 2.1%. Canadian National Railway (CNR.TO) dropped 2.6% and rival Canadian Pacific Railway (CP.TO) dropped 2.5% to lead the sector lower.
The Financial Index fell 2%. Scotiabank (BNS.TO) dropped 3.1%, Toronto-Dominion (TD.TO) fell 2.1% and CIBC (CM.TO) lost 1.8%.
In other corporate news, Thompson Creek Metals surged 10% after the stock was initiated at Overweight by JPMorgan Chase.
HudBay Minerals (HBM.TO) jumped 8.2% amid a report in the Globe and Mail that Indian mining company Lakomasko has purchased about 10% of the struggling Canadian zinc and copper producer.
Tundra Semiconductor (TUN.TO) soared 14.7% after the announcement it has received an all-cash buyout offer from Integrated Device Technology at a price of C$6.25 per share or about C$120.8 million.
Meanwhile, troubled automaker General Motors Corp. (GM) said Monday that it will cut 21,000 U.S. hourly jobs and reduce its U.S. dealer count by 42% by the end of 2010 under a revised viability plan meant to accelerate and deepen the restructuring of its U.S. operations, as the company races to stave off bankruptcy.
The number of confirmed swine flu cases in the U.S. reached 40, although the reported cases still remain relatively mild and do not appear to be life-threatening. The Center for Disease Control addressed the situation Monday in a press conference, urging Americans to postpone unnecessary travel plans to Mexico.
http://www.ibtimes.com/articles/20090427/bay-street-stocks-d…
Kurz- und Mittelfristig siehts jetzt ganz schön bullisch aus.
Zwischen 10 und 13 CAD könnte man gut ein paar Gewinne sichern, falls es denn wirklich so weit läuft. Aber ich hab eh keine Ahnung!
Zwischen 10 und 13 CAD könnte man gut ein paar Gewinne sichern, falls es denn wirklich so weit läuft. Aber ich hab eh keine Ahnung!
Antwort auf Beitrag Nr.: 37.050.917 von allesaufblau am 28.04.09 07:59:42Gewinne sichern kann man durchaus auch früher, aab....
es soll ja Leute geben, die bei 2,20 rum einen Hammer
reingehängt haben....
es soll ja Leute geben, die bei 2,20 rum einen Hammer
reingehängt haben....
Antwort auf Beitrag Nr.: 37.051.465 von miwi2 am 28.04.09 09:33:23müssen wir hier jetzt echt wieder "wer hat den längsten" spielen?
Antwort auf Beitrag Nr.: 37.051.530 von allesaufblau am 28.04.09 09:43:04Mann bist Du langweilig und berechenbar.
Aber keine Angst ich störe Deine Selbstgespräche nicht weiter.
Poste weiter Deine frei erfundenen Kursziele und ich mache
was und wann ichs für richtig halte. Wie schon immer. Alles
ganz easy.
Aber keine Angst ich störe Deine Selbstgespräche nicht weiter.
Poste weiter Deine frei erfundenen Kursziele und ich mache
was und wann ichs für richtig halte. Wie schon immer. Alles
ganz easy.
Antwort auf Beitrag Nr.: 37.051.530 von allesaufblau am 28.04.09 09:43:04Hast Du denn nicht mitbekommen, dass Miwi IMMER ganz unten kauft und IMMER ganz oben verkauft!?
Er hat doch schon lange den Längsten!!!
Ich zumindest freue mich schon auf die ausführlichen Darstellungen seiner privaten Investitionen. Wahrscheinlich bekommt der Außenpool in France jetzt ein elektrisches Dach
Er hat doch schon lange den Längsten!!!
Ich zumindest freue mich schon auf die ausführlichen Darstellungen seiner privaten Investitionen. Wahrscheinlich bekommt der Außenpool in France jetzt ein elektrisches Dach
Antwort auf Beitrag Nr.: 37.051.940 von miwi2 am 28.04.09 10:41:25
Mann kennst Du mich aber gut.
Selbstverständlich sind meine Kursziele frei erfunden. Ich hab sie nicht mal irgendwo abgeschrieben. Schön, dass Du so selbstbestimmt bist, hat ja auch keiner was Gegenteiliges gefordert, oder?
Mann kennst Du mich aber gut.
Selbstverständlich sind meine Kursziele frei erfunden. Ich hab sie nicht mal irgendwo abgeschrieben. Schön, dass Du so selbstbestimmt bist, hat ja auch keiner was Gegenteiliges gefordert, oder?
nett meine Beiträge werden jetzt gelöscht....
tolle Leistung aab....freies Feld
tolle Leistung aab....freies Feld
So geil, oder? Die Aktie hat echt einen Lauf. Qualität setzt sich letztendlich immer durch.
ANTI
ANTI
ruhiger Handel heute
Gewinnmitnahmen hätte ich mir schlimmer vorgestellt
bei diesem geringen Volumen könnten heute noch etliche Cents drauf kommen
Gewinnmitnahmen hätte ich mir schlimmer vorgestellt
bei diesem geringen Volumen könnten heute noch etliche Cents drauf kommen
Antwort auf Beitrag Nr.: 37.056.275 von miwi2 am 28.04.09 19:09:19was soll das?Hab damit echt nichts zu tun !
LME cobalt/molybdenum contract launch most likely in 2010 now - CEO
Istanbul, 28 April 2009 - The introduction of cobalt and molybdenum on the LME (London Metal Exchange), originally slated for the second half of this year, now seems more likely early in 2010, LME CEO Martin Abbott said on Tuesday.
"The second half (of 2009) - that is somewhat hopeful...it is looking more likely that we will launch in the first quarter of next year," he said in a presentation at the MMTA’s Minor Metals Conference, organised by Metal Events, here.
He said that the LME was actually ready to go with contracts in line with its original schedule, but was dependent on clearing systems, which are provided by LCH.Clearnet who clear LME business, being in place.
"They (LCH.Clearnet) are replacing the platform on which we do all our clearing," he added.
LCH.Clearnet is upgrading its clearing platform, known as Synapse, but the introduction of this has been delayed. The updated version has been put back repeatedly - it was set for June 8 of this year and may not be ready until October now.
The LME, meanwhile, is progressing with the ‘nuts and bolts’ of the contracts - warehousing and brand listings - the metal that will be deliverable into stores against the contracts.
"Rotterdam, Baltimore and Singapore are proposed locations...we are looking at the possibility of at least one other," Abbott said.
He declined to specify the fourth location, but that it had become obvious that this particular area was suitable.
Brand listing - for cobalt of 99.30 percent minimum and molybdenum oxide, basis 60 percent molybdenum - is well underway.
"We will start the process of listing brands over the next months. It (initially) will not be exhaustive, but it will be possible to add after launch," he added.
http://www.minormetals.com/news/editorial.aspx?GUID=60904281…
Istanbul, 28 April 2009 - The introduction of cobalt and molybdenum on the LME (London Metal Exchange), originally slated for the second half of this year, now seems more likely early in 2010, LME CEO Martin Abbott said on Tuesday.
"The second half (of 2009) - that is somewhat hopeful...it is looking more likely that we will launch in the first quarter of next year," he said in a presentation at the MMTA’s Minor Metals Conference, organised by Metal Events, here.
He said that the LME was actually ready to go with contracts in line with its original schedule, but was dependent on clearing systems, which are provided by LCH.Clearnet who clear LME business, being in place.
"They (LCH.Clearnet) are replacing the platform on which we do all our clearing," he added.
LCH.Clearnet is upgrading its clearing platform, known as Synapse, but the introduction of this has been delayed. The updated version has been put back repeatedly - it was set for June 8 of this year and may not be ready until October now.
The LME, meanwhile, is progressing with the ‘nuts and bolts’ of the contracts - warehousing and brand listings - the metal that will be deliverable into stores against the contracts.
"Rotterdam, Baltimore and Singapore are proposed locations...we are looking at the possibility of at least one other," Abbott said.
He declined to specify the fourth location, but that it had become obvious that this particular area was suitable.
Brand listing - for cobalt of 99.30 percent minimum and molybdenum oxide, basis 60 percent molybdenum - is well underway.
"We will start the process of listing brands over the next months. It (initially) will not be exhaustive, but it will be possible to add after launch," he added.
http://www.minormetals.com/news/editorial.aspx?GUID=60904281…
!
Dieser Beitrag wurde moderiert.
von der Charttechnik her müßte sich mal wieder die rote Socke melden
war nur ein Scherz
war nur ein Scherz
keine Widerstände mehr?
http://www.stockta.com/cgi-bin/analysis.pl?symb=TCM.C&num1=3…
200-Tage-Linie in greifbarer Nähe
http://www.stockta.com/cgi-bin/analysis.pl?symb=TCM.C&num1=3…
200-Tage-Linie in greifbarer Nähe
Apr 28, 2009
Top 5 Performing Equities
Company Symbol Time(EST) Price Change $ Change %
Nevada Copper Corp /NCU.TO 15:18 0.50 CAD +0.09 +21.95%
Knight Resources Ltd /KNP.V 12:47 0.06 CAD +0.01 +10.00%
Ivernia Inc /IVW.TO 14:27 0.13 CAD +0.01 +4.00%
Thompson Creek Metals Company Inc /TCM.TO 15:25 7.68 CAD +0.19 +2.54%
Taseko Mines Ltd /TKO.V 15:24 1.69 CAD +0.04 +2.42%
Top 5 Performing Equities
Company Symbol Time(EST) Price Change $ Change %
Nevada Copper Corp /NCU.TO 15:18 0.50 CAD +0.09 +21.95%
Knight Resources Ltd /KNP.V 12:47 0.06 CAD +0.01 +10.00%
Ivernia Inc /IVW.TO 14:27 0.13 CAD +0.01 +4.00%
Thompson Creek Metals Company Inc /TCM.TO 15:25 7.68 CAD +0.19 +2.54%
Taseko Mines Ltd /TKO.V 15:24 1.69 CAD +0.04 +2.42%
Antwort auf Beitrag Nr.: 37.058.202 von Videomart am 28.04.09 22:26:33Ryan's Notes Average: US$8.35/lb
As of April 28, 2009
(updated twice weekly)
As of April 28, 2009
(updated twice weekly)
TC ist gestern an der NYSE genau am 6-Monatshoch abgeprallt:
http://www.stockta.com/cgi-bin/analysis.pl?symb=TC&num1=5&co…
6.60 US$ knacken und ab durch die 200-Tage-Linie, dann wär noch ein bisschen Luft nach oben. Sonst noch ein selbsternannter Charttechniker hier, der fundierte Aussagen machen könnte? Miwi2 vielleicht? Welches Posting soll denn gelöscht worden sein? Alle die ich gelesen habe sind doch noch da. Fremde Postings löschen zu lassen wär mir nun wirklich den Aufwand nicht wert!
http://www.stockta.com/cgi-bin/analysis.pl?symb=TC&num1=5&co…
6.60 US$ knacken und ab durch die 200-Tage-Linie, dann wär noch ein bisschen Luft nach oben. Sonst noch ein selbsternannter Charttechniker hier, der fundierte Aussagen machen könnte? Miwi2 vielleicht? Welches Posting soll denn gelöscht worden sein? Alle die ich gelesen habe sind doch noch da. Fremde Postings löschen zu lassen wär mir nun wirklich den Aufwand nicht wert!
Antwort auf Beitrag Nr.: 37.058.944 von allesaufblau am 29.04.09 07:52:53
Manchen Leuten bekommt das viele Geld einfach nicht...
Manchen Leuten bekommt das viele Geld einfach nicht...
Die LME will neue Kontrakte einführen
Nicht nur Produzenten, Händler und verarbeitende Konsumenten machen sich darüber Gedanken. Auch die Londoner Rohstoffbörse LME, die für viele Kontrakte im Metallbereich führend ist, denkt an die Zukunft. Hier ist man gerade dabei, die Spezifikationen für zwei neue Metallkontrakte auszuarbeiten. Die bisher nur über den Spotmarkt gehandelten Rohstoffe Molybdän und Kobalt sollen in nächster Zeit für den Futuresmarkt zugelassen werden. Im Augenblick werden gerade die genauen Spezifikationen festgelegt und alle Vorbereitungen getroffen. Mit einer Handelsaufnahme können Sie gegen Ende des Jahres 2009 rechnen.
Neue Futures sorgen für zusätzliches Interesse
Bereits bei einigen anderen Rohstoffen, die in den vergangenen Jahren neu eingeführt wurden, hat sich gezeigt, dass es zu Beginn dieses Handels eine verstärkte Spekulationsneigung durch Fonds und andere große Marktteilnehmer gegeben hat. Wenn wir davon ausgehen, dass sich das bei diesen besonders engen Märkten wieder ereignen wird, ist es sinnvoll, sich so langsam entsprechend zu positionieren. Natürlich können Sie als privater Anleger diese Rohstoffe noch nicht über die Börse handeln. Aber Sie können in entsprechende Aktien investieren, die es durch den Crash des vergangenen Jahres derzeit immer noch sehr günstig zu kaufen gibt. Die Leser des Rohstoff Investor haben mit einem entsprechenden Zertifikat auf einen breit gestreuten Aktienkorb aus diesem Bereich nach wenigen Wochen bereits über 20% verdient. Wenn Sie sich auch für solche Chancen interessieren, erhalten Sie hier mehr Informationen darüber.
So, nun renne ich aber schnell wieder zum nächsten Vortrag meiner spannenden Konferenz. Ich werde Ihnen in der kommenden Woche mehr darüber berichten. Da am Freitag Feiertag ist, sehen wir uns erst am nächsten Dienstag wieder. Genießen Sie bis dahin den schönen Frühling in Deutschland, dem ich hier in Istanbul nachtrauere, wo es kalt und regnerisch ist.
http://www.investor-verlag.de/boersenwissen/nebenwerte/neue-…
Nicht nur Produzenten, Händler und verarbeitende Konsumenten machen sich darüber Gedanken. Auch die Londoner Rohstoffbörse LME, die für viele Kontrakte im Metallbereich führend ist, denkt an die Zukunft. Hier ist man gerade dabei, die Spezifikationen für zwei neue Metallkontrakte auszuarbeiten. Die bisher nur über den Spotmarkt gehandelten Rohstoffe Molybdän und Kobalt sollen in nächster Zeit für den Futuresmarkt zugelassen werden. Im Augenblick werden gerade die genauen Spezifikationen festgelegt und alle Vorbereitungen getroffen. Mit einer Handelsaufnahme können Sie gegen Ende des Jahres 2009 rechnen.
Neue Futures sorgen für zusätzliches Interesse
Bereits bei einigen anderen Rohstoffen, die in den vergangenen Jahren neu eingeführt wurden, hat sich gezeigt, dass es zu Beginn dieses Handels eine verstärkte Spekulationsneigung durch Fonds und andere große Marktteilnehmer gegeben hat. Wenn wir davon ausgehen, dass sich das bei diesen besonders engen Märkten wieder ereignen wird, ist es sinnvoll, sich so langsam entsprechend zu positionieren. Natürlich können Sie als privater Anleger diese Rohstoffe noch nicht über die Börse handeln. Aber Sie können in entsprechende Aktien investieren, die es durch den Crash des vergangenen Jahres derzeit immer noch sehr günstig zu kaufen gibt. Die Leser des Rohstoff Investor haben mit einem entsprechenden Zertifikat auf einen breit gestreuten Aktienkorb aus diesem Bereich nach wenigen Wochen bereits über 20% verdient. Wenn Sie sich auch für solche Chancen interessieren, erhalten Sie hier mehr Informationen darüber.
So, nun renne ich aber schnell wieder zum nächsten Vortrag meiner spannenden Konferenz. Ich werde Ihnen in der kommenden Woche mehr darüber berichten. Da am Freitag Feiertag ist, sehen wir uns erst am nächsten Dienstag wieder. Genießen Sie bis dahin den schönen Frühling in Deutschland, dem ich hier in Istanbul nachtrauere, wo es kalt und regnerisch ist.
http://www.investor-verlag.de/boersenwissen/nebenwerte/neue-…
Antwort auf Beitrag Nr.: 37.061.045 von Clowny am 29.04.09 12:07:53Mit einer Handelsaufnahme können Sie gegen Ende des Jahres 2009 rechnen
gabs nicht kürzlich erst ne Meldung, dass das erst frühestens Q1/2010 losgehen soll?
gabs nicht kürzlich erst ne Meldung, dass das erst frühestens Q1/2010 losgehen soll?
Antwort auf Beitrag Nr.: 37.061.109 von allesaufblau am 29.04.09 12:15:00ja so ist es
Istanbul, 28 April 2009 - The introduction of cobalt and molybdenum on the LME (London Metal Exchange), originally slated for the second half of this year, now seems more likely early in 2010, LME CEO Martin Abbott said on Tuesday.
aber was interresiert das Geschriebene von Gestern
Istanbul, 28 April 2009 - The introduction of cobalt and molybdenum on the LME (London Metal Exchange), originally slated for the second half of this year, now seems more likely early in 2010, LME CEO Martin Abbott said on Tuesday.
aber was interresiert das Geschriebene von Gestern
gefällt mir.
na Freunde, keine Raketen oder Schlittenhunde am Start?
Antwort auf Beitrag Nr.: 37.062.971 von allesaufblau am 29.04.09 15:40:13hier bleiben wir sauber
hamma jetzt die freie fahrt gebucht!
200 tagelinie endlich im arsch?
200 tagelinie endlich im arsch?
Antwort auf Beitrag Nr.: 37.063.294 von petersylvester am 29.04.09 16:01:53ich glaub wir haben erst so 187 Tage
dauert also noch ein wenig
dauert also noch ein wenig
Kann mir jemand sagen woher der plötzliche Anstieg?
Gab es NEWS oder was sonst?
Harti
Gab es NEWS oder was sonst?
Harti
Antwort auf Beitrag Nr.: 37.063.738 von harti06 am 29.04.09 16:34:06naja, Molypreis hat wieder etwas angezogen...
und der Gesamtmarkt erholt sich momentan auch ein wenig...
und der Gesamtmarkt erholt sich momentan auch ein wenig...
Antwort auf Beitrag Nr.: 37.063.738 von harti06 am 29.04.09 16:34:06Empfehlung von JP Morgan -> overweight
MBMOEUOX:IND Mo Drummed Molydbic Oxide EU
Updated: London, Apr 29 19:01
Value: 8.50 US$
Change: +0.250, +3.030%
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
Updated: London, Apr 29 19:01
Value: 8.50 US$
Change: +0.250, +3.030%
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
die Musik spielt wohl eindeutig bei den Amis
fast doppeltes Volumen
fast doppeltes Volumen
Chinese demand driving up molybdenum prices
29 Apr 2009
European molybdenum prices are continuing their recent revival, led by Chinese demand, traders say. Molybdenum trioxide is now trading at $8.80-9.40/lb, after one trader reported selling 40 tonnes at the upper end of the price range on Tuesday.
...
www.metal-pages.com/news/story/39201/
Chinese sources reported that oxide offers made by western suppliers have been increased to either side of $ 9/lb CIF.
...
www.metal-pages.com/news/story/39211/
29 Apr 2009
European molybdenum prices are continuing their recent revival, led by Chinese demand, traders say. Molybdenum trioxide is now trading at $8.80-9.40/lb, after one trader reported selling 40 tonnes at the upper end of the price range on Tuesday.
...
www.metal-pages.com/news/story/39201/
Chinese sources reported that oxide offers made by western suppliers have been increased to either side of $ 9/lb CIF.
...
www.metal-pages.com/news/story/39211/
The Heavy Metal Rockers
Created by EQUITIES Magazine
The performance of non-ferrous metal stocks is often correlated to the overall economy. The performance of Comex (NYMEX: HG) often functions as a leading indicator of economic strength. Consider the monthly chart below. See how the price of copper inflated into a parabolic bubble beginning in 2006 and how the bubble popped in the second half of 2008. In the case of the current market nightmares, HG timed the bubble’s rise and fall fairly well.
Copper’s crash led to a close below the 120-month simple moving average—164.13 in February. As of this writing, I find a monthly support for Comex copper at 120.73, with annual resistances at 225.88 and 140.20. If copper trends back above the 120-month SMA, it would be an early indicator that the U.S. economy is on the way to recovery.
We might also consider gold, another metal that often acts as a leading indicator. This metal holds special status as both an inflation hedge and a currency of last resort. Given the worldwide recession, gold should continue to move higher if government stimulus policies lead to inflationary conditions.
Below is the weekly chart for Comex gold. Here we see that gold inflated into a parabolic bubble, peaking above $1,000 in March 2008. Weakness has stayed above the 200-week simple moving average, which is the sign that the trend in “fear” remains up.
If the Obama economic stimulus plan hurts the dollar or renews inflationary expectations, the downtrend connecting the highs since March 2008 will be broken to the upside. My proprietary analytics show monthly support at $853.6 with annual and semiannual pivots (or magnets) at $891.0 and $928.4 and semiannual and quarterly resistances at $981.7 and $1,003.9.
Based on my methods, the following companies have the potential to become “heavy metal rockers.”
Thompson Creek Metals Co. (NYSE: TC) is a Canadian mining company focusing on the exploration of molybdenum in Canada and the United States. Molybdenum is used in alloys, electrodes, and catalysts and is an essential component of some types of steel. ValuEngine rates this stock a “4-Engine” buy. The weekly chart for this stock shows upside potential to its 200-week simple moving average at $9.05.
USEC Inc. (NYSE: USU) works in the uranium field and holds important U.S. government contracts related to non-proliferation agreements. They also provide transportation and storage systems for spent nuclear fuel. USU is also rated a “4-Engine” buy. My monthly value level is $3.06, with a quarterly pivot at $5.42 and annual risk level at $9.39.
A. M. Castle & Co. (NYSE: CAS) distributes specialty grades and alloys including nickel, aluminum, stainless steels, and carbon. CAS is rated a “4-Engine” buy, and my monthly value level is $4.55 with an annual risk level at $16.54.
Mechel OAO (NYSE: MTL) is a Russian mining and metals company with coal, iron ore, and nickel mines. MTL is rated a “4-Engine” buy, and the stock is trying to bottom above its 50-day simple moving average at $4.20.
Sterlite Industries India Limited (NYSE: SLT) is a non-ferrous metals and mining company located in India and Australia. The company makes copper cathodes used in the manufacture of copper rods for the wire and cable industry and copper tubing for consumer durable goods, power and communication cables, transformers, and magnet wires. The company also produces zinc ingots for galvanizing steel, lead ingots for battery makers, and silver ingots for industrial uses. SLT is rated a “5-Engine” strong buy, and the stock is trading around its 50-day simple moving average of $5.50 at this writing.
Anglo American plc (NASDAQ: AAUK) mines platinum, diamonds, coal, base metals, ferrous metals, and industrial minerals in Africa, Europe, North and South America, Australia, and Asia. AAUK is rated a “5-Engine” strong buy, and my monthly value level is $8.75.
Titanium Metals Corp. (NYSE: TIE) manufactures the most basic form of titanium. They also manufacture a variety of titanium products for other industries. ValuEngine rates this company a buy, and my monthly value level is $2.97 with a quarterly risk level at $11.78.
By Richard Suttmeier
Richard Suttmeier has been a capital markets professional for more than 30 years and is the chief market strategist for ValuEngine.com. Readers interested in Suttmeier’s special reports can make inquiries to Support@ValuEngine.com.
http://www.nasdaq.com/newscontent/20090429/the_heavy_metal_r…
Created by EQUITIES Magazine
The performance of non-ferrous metal stocks is often correlated to the overall economy. The performance of Comex (NYMEX: HG) often functions as a leading indicator of economic strength. Consider the monthly chart below. See how the price of copper inflated into a parabolic bubble beginning in 2006 and how the bubble popped in the second half of 2008. In the case of the current market nightmares, HG timed the bubble’s rise and fall fairly well.
Copper’s crash led to a close below the 120-month simple moving average—164.13 in February. As of this writing, I find a monthly support for Comex copper at 120.73, with annual resistances at 225.88 and 140.20. If copper trends back above the 120-month SMA, it would be an early indicator that the U.S. economy is on the way to recovery.
We might also consider gold, another metal that often acts as a leading indicator. This metal holds special status as both an inflation hedge and a currency of last resort. Given the worldwide recession, gold should continue to move higher if government stimulus policies lead to inflationary conditions.
Below is the weekly chart for Comex gold. Here we see that gold inflated into a parabolic bubble, peaking above $1,000 in March 2008. Weakness has stayed above the 200-week simple moving average, which is the sign that the trend in “fear” remains up.
If the Obama economic stimulus plan hurts the dollar or renews inflationary expectations, the downtrend connecting the highs since March 2008 will be broken to the upside. My proprietary analytics show monthly support at $853.6 with annual and semiannual pivots (or magnets) at $891.0 and $928.4 and semiannual and quarterly resistances at $981.7 and $1,003.9.
Based on my methods, the following companies have the potential to become “heavy metal rockers.”
Thompson Creek Metals Co. (NYSE: TC) is a Canadian mining company focusing on the exploration of molybdenum in Canada and the United States. Molybdenum is used in alloys, electrodes, and catalysts and is an essential component of some types of steel. ValuEngine rates this stock a “4-Engine” buy. The weekly chart for this stock shows upside potential to its 200-week simple moving average at $9.05.
USEC Inc. (NYSE: USU) works in the uranium field and holds important U.S. government contracts related to non-proliferation agreements. They also provide transportation and storage systems for spent nuclear fuel. USU is also rated a “4-Engine” buy. My monthly value level is $3.06, with a quarterly pivot at $5.42 and annual risk level at $9.39.
A. M. Castle & Co. (NYSE: CAS) distributes specialty grades and alloys including nickel, aluminum, stainless steels, and carbon. CAS is rated a “4-Engine” buy, and my monthly value level is $4.55 with an annual risk level at $16.54.
Mechel OAO (NYSE: MTL) is a Russian mining and metals company with coal, iron ore, and nickel mines. MTL is rated a “4-Engine” buy, and the stock is trying to bottom above its 50-day simple moving average at $4.20.
Sterlite Industries India Limited (NYSE: SLT) is a non-ferrous metals and mining company located in India and Australia. The company makes copper cathodes used in the manufacture of copper rods for the wire and cable industry and copper tubing for consumer durable goods, power and communication cables, transformers, and magnet wires. The company also produces zinc ingots for galvanizing steel, lead ingots for battery makers, and silver ingots for industrial uses. SLT is rated a “5-Engine” strong buy, and the stock is trading around its 50-day simple moving average of $5.50 at this writing.
Anglo American plc (NASDAQ: AAUK) mines platinum, diamonds, coal, base metals, ferrous metals, and industrial minerals in Africa, Europe, North and South America, Australia, and Asia. AAUK is rated a “5-Engine” strong buy, and my monthly value level is $8.75.
Titanium Metals Corp. (NYSE: TIE) manufactures the most basic form of titanium. They also manufacture a variety of titanium products for other industries. ValuEngine rates this company a buy, and my monthly value level is $2.97 with a quarterly risk level at $11.78.
By Richard Suttmeier
Richard Suttmeier has been a capital markets professional for more than 30 years and is the chief market strategist for ValuEngine.com. Readers interested in Suttmeier’s special reports can make inquiries to Support@ValuEngine.com.
http://www.nasdaq.com/newscontent/20090429/the_heavy_metal_r…
Antwort auf Beitrag Nr.: 37.068.967 von allesaufblau am 30.04.09 07:48:26...to its 200-week simple moving average ...
aja.
aja.
Thompson Creek Metals downgraded to "hold"
04/29/09 - Dahlman Rose
NEW YORK, April 29 (newratings.com) - Analysts at Dahlman Rose downgrade Thompson Creek Metals (TC) from "buy" to "hold."
http://www.newratings.com/en/main/company_headline.m?section…
pah, Banause...
04/29/09 - Dahlman Rose
NEW YORK, April 29 (newratings.com) - Analysts at Dahlman Rose downgrade Thompson Creek Metals (TC) from "buy" to "hold."
http://www.newratings.com/en/main/company_headline.m?section…
pah, Banause...
Antwort auf Beitrag Nr.: 37.071.566 von schlorpf am 30.04.09 12:15:02den Dahlman Rose habe ich direkt auf ignore gesetzt
bestimmt ein shorti
bestimmt ein shorti
Antwort auf Beitrag Nr.: 37.071.600 von Clowny am 30.04.09 12:17:39im Übrigen hat TCM seit Canaccords glorreicher sell-Empfehlung vom 6.4. knappe 50% gemacht
Antwort auf Beitrag Nr.: 37.071.638 von schlorpf am 30.04.09 12:20:57ich sehe es auch gelassen
aus einem Pessimist kann noch ein Optimist werden.
Wenn jetzt schon alle auf der gleichen Seite stehen ist es auch nicht gut.
aus einem Pessimist kann noch ein Optimist werden.
Wenn jetzt schon alle auf der gleichen Seite stehen ist es auch nicht gut.
sieht ja schon recht erfreulich aus
Antwort auf Beitrag Nr.: 37.071.566 von schlorpf am 30.04.09 12:15:02Hi @all,
Dahlman Rose & Co. haben ihren Ausblick für Molybdenum für 2009 und 2010 gesenkt.
Ihr Average liegt bei 10$ für 2009 und 12$ für 2010 (von 12$ und 15$) - daher sicher auch die Abstufung von TCM...
Quelle: http://www.estainlesssteel.com/stainless-steel-news.shtml
Gruss, eye
Dahlman Rose & Co. haben ihren Ausblick für Molybdenum für 2009 und 2010 gesenkt.
Ihr Average liegt bei 10$ für 2009 und 12$ für 2010 (von 12$ und 15$) - daher sicher auch die Abstufung von TCM...
Quelle: http://www.estainlesssteel.com/stainless-steel-news.shtml
Gruss, eye
!
Dieser Beitrag wurde moderiert. Grund: Spammposting
Antwort auf Beitrag Nr.: 37.073.130 von Invest2008 am 30.04.09 14:53:46richtiger Weise müßte es heißen
habe ersteinmal die Gewinne begrenzt...
mal schaun wie es weiter geht
habe ersteinmal die Gewinne begrenzt...
mal schaun wie es weiter geht
Antwort auf Beitrag Nr.: 37.072.852 von eyeworker am 30.04.09 14:24:33Scheint im Moment keinen zu interessieren.
wenn dann auch noch shorts gedeckt werden müssen
Antwort auf Beitrag Nr.: 37.074.031 von Clowny am 30.04.09 16:08:07
Ich denke die ersten Shortis werden sich schon eindecken.
Wenn man bedenkt das mehr als 10mio. short sind!!!Wahnsinn
Ich bin schon neugierig auf die Shortzahlen nächste Woche.
Mir persönlich geht der Anstieg zu rasch gefällt mir nicht, wenns dann kracht, dann aber anständig!!
wünsche allen ein schönes Wochenende wir Ösis haben uns morgen einen Feiertag gegönnt!
*g*
Harti
Ich denke die ersten Shortis werden sich schon eindecken.
Wenn man bedenkt das mehr als 10mio. short sind!!!Wahnsinn
Ich bin schon neugierig auf die Shortzahlen nächste Woche.
Mir persönlich geht der Anstieg zu rasch gefällt mir nicht, wenns dann kracht, dann aber anständig!!
wünsche allen ein schönes Wochenende wir Ösis haben uns morgen einen Feiertag gegönnt!
*g*
Harti
Antwort auf Beitrag Nr.: 37.074.199 von harti06 am 30.04.09 16:21:27Wir uns doch auch
Antwort auf Beitrag Nr.: 37.074.217 von Stocker_ am 30.04.09 16:23:25also TCM hat zur zeit echt einfach einen geilen lauf!
mal sehen wie weit es noch geht! und ich wollte schon bei 3 euro zwecks pessimismus verkaufen! gut, dass ich das nicht getan habe....
mal sehen wie weit es noch geht! und ich wollte schon bei 3 euro zwecks pessimismus verkaufen! gut, dass ich das nicht getan habe....
Antwort auf Beitrag Nr.: 37.075.066 von Kimmel am 30.04.09 17:44:29geht wieder schön runter
leider hab i einen stoploss gesetzt
schönes we
morgen gehts weiter runter
leider hab i einen stoploss gesetzt
schönes we
morgen gehts weiter runter
Antwort auf Beitrag Nr.: 37.076.035 von bubu1970 am 30.04.09 19:28:01morgen ist feiertag, am montag gehts leider wieder aufwärts.
Antwort auf Beitrag Nr.: 37.076.102 von petersylvester am 30.04.09 19:34:33
28 April 2009
World steel demand set to fall most since WW2
The world's steel industry is this year bracing for the steepest fall in demand since World War Two, as global economic downturn rips through the sector, chopping demand by almost 15 percent compared with 2008.
World Steel Association (Worldsteel), whose members produce around 85 percent of the world's steel, expects the apparent steel demand to fall by 14.9 percent to 1.019 billion tonnes this year, compared with 1.197 billion tonnes last year.
Apparent steel use reflects the deliveries of steel to the marketplace from domestic steel producers as well as importers. This differs from real steel use, which takes into account steel delivered or drawn from industry inventories.
The association, said it expected demand to stabilize in the latter part of 2009, leading to a recovery in 2010, without providing an exact forecast for next year.
"The recovery is coming," Ian Christmas, director general at Worldsteel, told a news briefing in London, as the industry body released its short-range outlook.
"But it's going to be slow and the timing on how quickly things will improve is still uncertain.
"It's going to be quite some time before we go back to the star years of 2007, 2008," he said, referring to past years when steel output and demand hit record highs.
The forecasts of Worldsteel are prepared by the association's research team and approved by its board of directors, which is headed by Lakshmi Mittal, the chairman of ArcelorMittal, the world's top steelmaker.
Christmas said the picture is less severe in emerging countries such as India, Brazil and China, while developed nations are hit much harder.
Steel demand in China, the world's biggest producer and consumer, is seen falling five percent as the ongoing global economic crisis hits the country's exports. The decline in China's demand is the first since 1995, the association said.
World steel demand excluding China, was seen falling 20.4 percent to 614.2 million tonnes this year, while excluding the BRIC countries -- Brazil, India, Russia and China -- it was seen down 22.3 percent at 512.7 million.
India is one of the few countries that the association projected to buck the trend, predicting 2 percent growth in steel demand for the Asian nation this year.
Figures confirmed Christmas's view of the picture worsening in developed nations. Demand for the metal, used in construction and automotive industries, is seen down 36.6 percent in the United States and 28.8 percent in the European Union.
MOVING ON?
Global recession has knocked down steel demand in key consuming industries, such as building and vehicle manufacturing, forcing steelmakers to reduce production sharply, shelve investment plans and lay off workers.
Banks have grown reluctant to lend money to the $800 billion industry, where credit facilities are crucial for the continuation of operations.
But Christmas said things seemed to be improving on that front.
"We hear that it is a question of confidence now. It was a case of lack of credit, and now in one or two countries that is not the case anymore, which suggests we're moving on from the real credit crunch."
Also, the association believes combined efforts by the world's top governments and central banks will start to support consumption.
"Improvement in steel consumption for the second half of 2009 will depend on the effects of government stimulation packages, continuous stablilization of financial systems and the return of some consumer confidence," Daniel Novegil, chairman of the World Steel Economics committee, said in a statement. – Forex Pros
http://metalsplace.com/news/articles/27257/world-steel-deman…
World steel demand set to fall most since WW2
The world's steel industry is this year bracing for the steepest fall in demand since World War Two, as global economic downturn rips through the sector, chopping demand by almost 15 percent compared with 2008.
World Steel Association (Worldsteel), whose members produce around 85 percent of the world's steel, expects the apparent steel demand to fall by 14.9 percent to 1.019 billion tonnes this year, compared with 1.197 billion tonnes last year.
Apparent steel use reflects the deliveries of steel to the marketplace from domestic steel producers as well as importers. This differs from real steel use, which takes into account steel delivered or drawn from industry inventories.
The association, said it expected demand to stabilize in the latter part of 2009, leading to a recovery in 2010, without providing an exact forecast for next year.
"The recovery is coming," Ian Christmas, director general at Worldsteel, told a news briefing in London, as the industry body released its short-range outlook.
"But it's going to be slow and the timing on how quickly things will improve is still uncertain.
"It's going to be quite some time before we go back to the star years of 2007, 2008," he said, referring to past years when steel output and demand hit record highs.
The forecasts of Worldsteel are prepared by the association's research team and approved by its board of directors, which is headed by Lakshmi Mittal, the chairman of ArcelorMittal, the world's top steelmaker.
Christmas said the picture is less severe in emerging countries such as India, Brazil and China, while developed nations are hit much harder.
Steel demand in China, the world's biggest producer and consumer, is seen falling five percent as the ongoing global economic crisis hits the country's exports. The decline in China's demand is the first since 1995, the association said.
World steel demand excluding China, was seen falling 20.4 percent to 614.2 million tonnes this year, while excluding the BRIC countries -- Brazil, India, Russia and China -- it was seen down 22.3 percent at 512.7 million.
India is one of the few countries that the association projected to buck the trend, predicting 2 percent growth in steel demand for the Asian nation this year.
Figures confirmed Christmas's view of the picture worsening in developed nations. Demand for the metal, used in construction and automotive industries, is seen down 36.6 percent in the United States and 28.8 percent in the European Union.
MOVING ON?
Global recession has knocked down steel demand in key consuming industries, such as building and vehicle manufacturing, forcing steelmakers to reduce production sharply, shelve investment plans and lay off workers.
Banks have grown reluctant to lend money to the $800 billion industry, where credit facilities are crucial for the continuation of operations.
But Christmas said things seemed to be improving on that front.
"We hear that it is a question of confidence now. It was a case of lack of credit, and now in one or two countries that is not the case anymore, which suggests we're moving on from the real credit crunch."
Also, the association believes combined efforts by the world's top governments and central banks will start to support consumption.
"Improvement in steel consumption for the second half of 2009 will depend on the effects of government stimulation packages, continuous stablilization of financial systems and the return of some consumer confidence," Daniel Novegil, chairman of the World Steel Economics committee, said in a statement. – Forex Pros
http://metalsplace.com/news/articles/27257/world-steel-deman…
Thompson Creek to webcast annual meeting of shareholders on May 7 at 4:15 p.m. and schedules first-quarter 2009 financial results conference call/webcast for May 8 at 8:30 a.m. Eastern
NYSE: TC
TSX: TCM, TCM.WT
Frankfurt: A6R
TORONTO, May 1 /CNW/ - Thompson Creek Metals Company Inc., one of the
world's largest publicly traded, pure molybdenum producers, will provide an
audio webcast of its Annual Meeting of Shareholders on Thursday, May 7, 2009
at 4:15 p.m. The webcast will be available and archived at
www.thompsoncreekmetals.com and www.newswire.ca.
Thompson Creek has scheduled a conference call for analysts and investors
to discuss its first-quarter 2009 financial results on Friday, May 8, 2009 at
8:30 a.m. (Eastern). A news release on the results will be issued after
markets close on May 7.
Kevin Loughrey, Chairman and Chief Executive Officer, and Pamela Saxton,
Chief Financial Officer, will be available to answer questions during the
call.
To participate in the call, please dial 416-644-3421 or 1-800-595-8550
about five minutes prior to the start of the call.
A live audio webcast of the conference call will be available at
www.newswire.ca and www.thompsoncreekmetals.com.
An archived recording of the call will be available at 416-640-1917 or
1-877-289-8525 (Passcode 21303485 followed by the number sign) from 10:30 a.m.
on May 8 to 11:59 p.m. on May 15. An archived recording of the webcast will
also be available at Thompson Creek's website.
About Thompson Creek Metals Company Inc.
Thompson Creek Metals Company Inc. is one of the largest publicly traded,
pure molybdenum producers in the world. The Company owns the Thompson Creek
open-pit molybdenum mine and mill in Idaho, a metallurgical roasting facility
in Langeloth, Pennsylvania and a 75% share of the Endako open-pit mine, mill
and roasting facility in northern British Columbia. Thompson Creek has two
high-grade underground molybdenum deposits, the Davidson Deposit near
Smithers, B.C., and the Mount Emmons Deposit near Crested Butte, Colorado. The
Company is continuing to pursue permitting of the Davidson Project and is
evaluating the Mount Emmons Deposit. The Company has approximately 800
employees. Its principal executive office is in Denver, Colorado, and it has
other executive offices in Toronto, Ontario and Vancouver, British Columbia.
More information is available at www.thompsoncreekmetals.com.
Cautionary Note Regarding Forward-Looking Statements
----------------------------------------------------
This news release contains "forward-looking information" within the
meaning of the United States Private Securities Litigation Reform Act of 1995
and applicable Canadian securities legislation which may include, but is not
limited to, statements with respect to the timing and amount of estimated
future production. Often, but not always, forward-looking statements can be
identified by the use of words such as "plans", "expects", "is expected",
"budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or
"believes" or variations (including negative variations) of such words and
phrases, or state that certain actions, events or results "may", "could",
"would", "might" or "will" be taken, occur or be achieved. Forward-looking
statements involve known and unknown risks, uncertainties and other factors
which may cause the actual results, performance or achievements of Thompson
Creek and/or its subsidiaries to be materially different from any future
results, performance or achievements expressed or implied by the
forward-looking statements. Such factors include those factors discussed in
the section entitled "Risk Factors" in Thompson Creek's current annual
information form which is available on SEDAR at www.sedar.com and is
incorporated in its Annual Report on Form 40-F filed with the United States
Securities and Exchange Commission which is available at www.sec.gov. Although
Thompson Creek has attempted to identify important factors that could cause
actual actions, events or results to differ materially from those described in
forward-looking statements, there may be other factors that cause actions,
events or results to differ from those anticipated, estimated or intended.
Forward-looking statements contained herein are made as of the date of this
news release and Thompson Creek does not undertake to update any such
forward-looking statements, except in accordance with applicable securities
laws. There can be no assurance that forward-looking statements will prove to
be accurate, as actual results and future events could differ materially from
those anticipated in such statements. Accordingly, readers are cautioned not
to place undue reliance on forward-looking statements.
Readers should refer to Thompson Creek's current annual information form
which is available on SEDAR at www.sedar.com and is incorporated in its Annual
Report on Form 40-F filed with the SEC which is available at www.sec.gov and
subsequent continuous disclosure documents available at www.sedar.com and
www.sec.gov for further information on mineral reserves and mineral resources,
which is subject to the qualifications and notes set forth therein.
For further information: Wayne Cheveldayoff, Director of Investor Relations,
Thompson Creek Metals Company Inc., Tel.: (416) 860-1438,
wcheveldayoff@tcrk.com; Dan Symons, Renmark Financial Communications Inc.,
Tel.: (514) 939-3989, dsymons@renmarkfinancial.com
NYSE: TC
TSX: TCM, TCM.WT
Frankfurt: A6R
TORONTO, May 1 /CNW/ - Thompson Creek Metals Company Inc., one of the
world's largest publicly traded, pure molybdenum producers, will provide an
audio webcast of its Annual Meeting of Shareholders on Thursday, May 7, 2009
at 4:15 p.m. The webcast will be available and archived at
www.thompsoncreekmetals.com and www.newswire.ca.
Thompson Creek has scheduled a conference call for analysts and investors
to discuss its first-quarter 2009 financial results on Friday, May 8, 2009 at
8:30 a.m. (Eastern). A news release on the results will be issued after
markets close on May 7.
Kevin Loughrey, Chairman and Chief Executive Officer, and Pamela Saxton,
Chief Financial Officer, will be available to answer questions during the
call.
To participate in the call, please dial 416-644-3421 or 1-800-595-8550
about five minutes prior to the start of the call.
A live audio webcast of the conference call will be available at
www.newswire.ca and www.thompsoncreekmetals.com.
An archived recording of the call will be available at 416-640-1917 or
1-877-289-8525 (Passcode 21303485 followed by the number sign) from 10:30 a.m.
on May 8 to 11:59 p.m. on May 15. An archived recording of the webcast will
also be available at Thompson Creek's website.
About Thompson Creek Metals Company Inc.
Thompson Creek Metals Company Inc. is one of the largest publicly traded,
pure molybdenum producers in the world. The Company owns the Thompson Creek
open-pit molybdenum mine and mill in Idaho, a metallurgical roasting facility
in Langeloth, Pennsylvania and a 75% share of the Endako open-pit mine, mill
and roasting facility in northern British Columbia. Thompson Creek has two
high-grade underground molybdenum deposits, the Davidson Deposit near
Smithers, B.C., and the Mount Emmons Deposit near Crested Butte, Colorado. The
Company is continuing to pursue permitting of the Davidson Project and is
evaluating the Mount Emmons Deposit. The Company has approximately 800
employees. Its principal executive office is in Denver, Colorado, and it has
other executive offices in Toronto, Ontario and Vancouver, British Columbia.
More information is available at www.thompsoncreekmetals.com.
Cautionary Note Regarding Forward-Looking Statements
----------------------------------------------------
This news release contains "forward-looking information" within the
meaning of the United States Private Securities Litigation Reform Act of 1995
and applicable Canadian securities legislation which may include, but is not
limited to, statements with respect to the timing and amount of estimated
future production. Often, but not always, forward-looking statements can be
identified by the use of words such as "plans", "expects", "is expected",
"budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or
"believes" or variations (including negative variations) of such words and
phrases, or state that certain actions, events or results "may", "could",
"would", "might" or "will" be taken, occur or be achieved. Forward-looking
statements involve known and unknown risks, uncertainties and other factors
which may cause the actual results, performance or achievements of Thompson
Creek and/or its subsidiaries to be materially different from any future
results, performance or achievements expressed or implied by the
forward-looking statements. Such factors include those factors discussed in
the section entitled "Risk Factors" in Thompson Creek's current annual
information form which is available on SEDAR at www.sedar.com and is
incorporated in its Annual Report on Form 40-F filed with the United States
Securities and Exchange Commission which is available at www.sec.gov. Although
Thompson Creek has attempted to identify important factors that could cause
actual actions, events or results to differ materially from those described in
forward-looking statements, there may be other factors that cause actions,
events or results to differ from those anticipated, estimated or intended.
Forward-looking statements contained herein are made as of the date of this
news release and Thompson Creek does not undertake to update any such
forward-looking statements, except in accordance with applicable securities
laws. There can be no assurance that forward-looking statements will prove to
be accurate, as actual results and future events could differ materially from
those anticipated in such statements. Accordingly, readers are cautioned not
to place undue reliance on forward-looking statements.
Readers should refer to Thompson Creek's current annual information form
which is available on SEDAR at www.sedar.com and is incorporated in its Annual
Report on Form 40-F filed with the SEC which is available at www.sec.gov and
subsequent continuous disclosure documents available at www.sedar.com and
www.sec.gov for further information on mineral reserves and mineral resources,
which is subject to the qualifications and notes set forth therein.
For further information: Wayne Cheveldayoff, Director of Investor Relations,
Thompson Creek Metals Company Inc., Tel.: (416) 860-1438,
wcheveldayoff@tcrk.com; Dan Symons, Renmark Financial Communications Inc.,
Tel.: (514) 939-3989, dsymons@renmarkfinancial.com
Antwort auf Beitrag Nr.: 37.072.852 von eyeworker am 30.04.09 14:24:33
(AMM) Moly unlikely to rebound soon
NEW YORK 30 April 2009 20:46
Prices for molybdenum are not likely to rebound significantly either this year or next, according to mining analysts.
Anthony Young, analyst at investment bank Dahlman Rose & Co. LLC, reduced his forecast for molybdenum prices to $10 a pound this year from a previous prediction of $12, and lowered his estimate for next year to $12 a pound from $15. Meanwhile, JPMorgan Chase & Co. analyst Michael F. Gambardella said molybdenum prices likely would average $8.17 a pound this year and $11.50 a pound in 2010.
While Young said molybdenum would enjoy healthy demand over the long run, in the meantime inventories are rising due to the sharp drop in steel production, putting a cap on how high molybdenum prices can trend.
U.S. steel mills ran at an average capability utilization rate of 41.2 percent last...
http://www.metalbulletin.com/Article/2191890/NonFerrous/AMM-…
(AMM) Moly unlikely to rebound soon
NEW YORK 30 April 2009 20:46
Prices for molybdenum are not likely to rebound significantly either this year or next, according to mining analysts.
Anthony Young, analyst at investment bank Dahlman Rose & Co. LLC, reduced his forecast for molybdenum prices to $10 a pound this year from a previous prediction of $12, and lowered his estimate for next year to $12 a pound from $15. Meanwhile, JPMorgan Chase & Co. analyst Michael F. Gambardella said molybdenum prices likely would average $8.17 a pound this year and $11.50 a pound in 2010.
While Young said molybdenum would enjoy healthy demand over the long run, in the meantime inventories are rising due to the sharp drop in steel production, putting a cap on how high molybdenum prices can trend.
U.S. steel mills ran at an average capability utilization rate of 41.2 percent last...
http://www.metalbulletin.com/Article/2191890/NonFerrous/AMM-…
Antwort auf Beitrag Nr.: 37.079.358 von Videomart am 01.05.09 14:36:34http://www.metalbulletin.com/Article/2191890/NonFerrous/AMM-…
Antwort auf Beitrag Nr.: 37.076.301 von Bloodi767 am 30.04.09 19:54:18leider.
Antwort auf Beitrag Nr.: 37.079.701 von petersylvester am 01.05.09 15:54:02
Antwort auf Beitrag Nr.: 37.079.745 von Clowny am 01.05.09 16:04:15erst sonne, dann maiwanderung,dann regen, dann nach hause, jetzt wieder sonne und warm.
also, viel zu früh nach hause.
also, viel zu früh nach hause.
Antwort auf Beitrag Nr.: 37.079.769 von petersylvester am 01.05.09 16:09:21bist Du am verkaufen
10:51:53 T 8.25 +0.25 200 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 200 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 100 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 300 1 Anonymous 11 MacQuarie K
10:51:32 T 8.26 +0.26 500 7 TD Sec 77 Peters K
10:50:58 T 8.26 +0.26 5,000 1 Anonymous 77 Peters K
10:50:58 T 8.25 +0.26 25 74 GMP 7 TD Sec E
10:50:57 T 8.26 +0.26 100 7 TD Sec 79 CIBC K
10:50:57 T 8.26 +0.26 1,200 7 TD Sec 77 Peters K
10:50:28 T 8.23 +0.23 100 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 200 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 200 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 100 79 CIBC 11 MacQuarie K
10:51:53 T 8.25 +0.25 300 1 Anonymous 11 MacQuarie K
10:51:32 T 8.26 +0.26 500 7 TD Sec 77 Peters K
10:50:58 T 8.26 +0.26 5,000 1 Anonymous 77 Peters K
10:50:58 T 8.25 +0.26 25 74 GMP 7 TD Sec E
10:50:57 T 8.26 +0.26 100 7 TD Sec 79 CIBC K
10:50:57 T 8.26 +0.26 1,200 7 TD Sec 77 Peters K
10:50:28 T 8.23 +0.23 100 79 CIBC 11 MacQuarie K
Antwort auf Beitrag Nr.: 37.079.998 von Clowny am 01.05.09 17:09:00kann ich mir nicht leisten,
will wieder den kurs vom nov.07
will wieder den kurs vom nov.07
Antwort auf Beitrag Nr.: 37.080.036 von petersylvester am 01.05.09 17:18:10und noch ein bischen mehr
jetz aber erst einmal grillen
jetz aber erst einmal grillen
Antwort auf Beitrag Nr.: 37.079.998 von Clowny am 01.05.09 17:09:00die gewinnmitnahmen gestern, hielten sich sehr wohl in grenzen.
Antwort auf Beitrag Nr.: 37.080.043 von Clowny am 01.05.09 17:20:10mit dem komischem lafer, lecker, locker.
Metals Week Average: US$8.55/lb
As of May 1, 2009
(updated weekly
As of May 1, 2009
(updated weekly
BUY 7.680 Michael Smedley
Improving along with a lot of metals stocks. The only pure way for buying into molybdomen. Probably gets taken-out. 2009-04-28
Improving along with a lot of metals stocks. The only pure way for buying into molybdomen. Probably gets taken-out. 2009-04-28
Ryan's Notes Average: US$8.80/lb
As of May 1, 2009(updated twice weekly)
As of May 1, 2009(updated twice weekly)
Thompson Creek Metals Co. Inc. reports. A first-quarter loss of 4 cents a share is expected, compared with a profit of 37 cents a year ago.
http://business.theglobeandmail.com/servlet/story/RTGAM.2009…
Canada's the place to be, says U.S. mutual fund manager.
http://www.canada.com/Canada+place+says+mutual+fund+manager/…
http://business.theglobeandmail.com/servlet/story/RTGAM.2009…
Canada's the place to be, says U.S. mutual fund manager.
http://www.canada.com/Canada+place+says+mutual+fund+manager/…
mal schaun was die Woche so bringt
dies hört sich auf jeden Fall mal positiv an
Chinas Aktienmarkt durch positive Konjunkturdaten getrieben
Leser des Artikels: 66
Peking / Shanghai 04.05.2009 (www.emfis.com) Der chinesische Aktienmarkt entwickelt sich heute weiter prächtig. Über die Mittagszeit legte der CSI in Shanghai um 2,30 Prozent auf 2.683 Punkte zu. Der chinesische H-Aktienmarkt (Hang Seng China Enterprise Index) geht um 3,8 Prozent auf 9.430 Punkte nach oben. Der Hongkonger Aktienmarkt steigt um 3,6 Prozent auf über 16.000 Punkte.
Die chinesischen Aktienmärkte werden heute von den positiven Konjunkturdaten beflügelt. Der veröffentlichte Einkaufsmanagerindex zum verarbeitenden Gewerbe (PMI) deutet für den Monat April erstmals wieder auf Wachstumskurs hin. Der Index ist auf 53 Punkte gestiegen.
Gefragt sind zum Handelsstart vor allem Rohstoff- und Stahltitel, die von einer steigenden Wirtschaftsleistung Chinas profitieren dürften. Angang Steel steigt um 9,8 Prozent, Maanshan Iron legt um 8,2 Prozent zu. Die Kupfer- und Kohlewerte wie Jiangxi Copper und Yanzhou Coal explodieren förmlich um 7,6 bzw. 10,5 Prozent
http://www.wallstreet-online.de/nachrichten/nachricht/272758…
dies hört sich auf jeden Fall mal positiv an
Chinas Aktienmarkt durch positive Konjunkturdaten getrieben
Leser des Artikels: 66
Peking / Shanghai 04.05.2009 (www.emfis.com) Der chinesische Aktienmarkt entwickelt sich heute weiter prächtig. Über die Mittagszeit legte der CSI in Shanghai um 2,30 Prozent auf 2.683 Punkte zu. Der chinesische H-Aktienmarkt (Hang Seng China Enterprise Index) geht um 3,8 Prozent auf 9.430 Punkte nach oben. Der Hongkonger Aktienmarkt steigt um 3,6 Prozent auf über 16.000 Punkte.
Die chinesischen Aktienmärkte werden heute von den positiven Konjunkturdaten beflügelt. Der veröffentlichte Einkaufsmanagerindex zum verarbeitenden Gewerbe (PMI) deutet für den Monat April erstmals wieder auf Wachstumskurs hin. Der Index ist auf 53 Punkte gestiegen.
Gefragt sind zum Handelsstart vor allem Rohstoff- und Stahltitel, die von einer steigenden Wirtschaftsleistung Chinas profitieren dürften. Angang Steel steigt um 9,8 Prozent, Maanshan Iron legt um 8,2 Prozent zu. Die Kupfer- und Kohlewerte wie Jiangxi Copper und Yanzhou Coal explodieren förmlich um 7,6 bzw. 10,5 Prozent
http://www.wallstreet-online.de/nachrichten/nachricht/272758…
der fängt schon mal an
Moin @all,
noch ein kleiner Nachtrag vom Handelstag (01.05.2009):
Thompson Creek Metals (TCM)
Price Volume Buyer Seller Time
8.45 56,800 TD Securities Inc. TD Securities Inc. 11:39
8.35 13,700 n.a. National Bank Financial Inc. 12:15
8.45 325,000 GMP Securities GMP Securities 12:41
8.45 50,000 BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. 12:55
8.45 50,000 Cormark Securities Inc. Cormark Securities Inc. 13:17
8.45 22,500 BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. 13:26
8.45 20,900 Cormark Securities Inc. n.a. 13:28
8.46 23,000 TD Securities Inc. TD Securities Inc. 13:33
8.46 23,000 TD Securities Inc. RBC Capital Markets 13:33
Und noch Warrants (TCM.WT)
2.64 530,000 GMP Securities GMP Securities 12:41
Quelle: http://www.financialpost.com/markets/market-data/market-bloc…
Na, da hat GMP ja mal wieder kräftig `gemischt`...
Gruss, eye
noch ein kleiner Nachtrag vom Handelstag (01.05.2009):
Thompson Creek Metals (TCM)
Price Volume Buyer Seller Time
8.45 56,800 TD Securities Inc. TD Securities Inc. 11:39
8.35 13,700 n.a. National Bank Financial Inc. 12:15
8.45 325,000 GMP Securities GMP Securities 12:41
8.45 50,000 BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. 12:55
8.45 50,000 Cormark Securities Inc. Cormark Securities Inc. 13:17
8.45 22,500 BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. 13:26
8.45 20,900 Cormark Securities Inc. n.a. 13:28
8.46 23,000 TD Securities Inc. TD Securities Inc. 13:33
8.46 23,000 TD Securities Inc. RBC Capital Markets 13:33
Und noch Warrants (TCM.WT)
2.64 530,000 GMP Securities GMP Securities 12:41
Quelle: http://www.financialpost.com/markets/market-data/market-bloc…
Na, da hat GMP ja mal wieder kräftig `gemischt`...
Gruss, eye
der weg bis 1,50 könnte frei sein.
Einzelne Stahlwerte sehen heute auch nicht schlecht aus, das Tief dürfte jedenfalls überwunden sein.
TCM-Homepage:
Molybdenum Oxide Prices
Metals Week Average: US$8.55/lb
As of May 1, 2009
(updated weekly)
Ryan's Notes Average: US$8.80/lb
As of May 1, 2009
(updated twice weekly)
Molybdenum Oxide Prices
Metals Week Average: US$8.55/lb
As of May 1, 2009
(updated weekly)
Ryan's Notes Average: US$8.80/lb
As of May 1, 2009
(updated twice weekly)
Antwort auf Beitrag Nr.: 37.021.525 von PatSa am 22.04.09 21:40:28wer glaubt denn ernsthaft, dass im molysektor jetzt schon der boden erreicht ist????
Alle!!!
Alle!!!
Aus einem anderen Thread:
Der völlig überraschende Anstieg bei den US-Bauausgaben treibt die Aktienmärkte
am Nachmittag nach oben. Der führende US-Index S&P-500 springt um 1,9% und
zieht den DAX bis auf ein Plus von 2,5% nach oben. "Mit einem Anstieg hat
niemand gerechnet - der Markt spielt nun das erhoffte Bodenbildungs-Szenario im
Bau", sagt ein Händler. Anstelle eines erwarteten Rückgangs im März um 1,3%
sind die Ausgaben um 0,3% gestiegen. Auch die ausstehende Hausverkäufe legten
um 3,2% zu. "Das zeigt eine Bereinigung bei den Zwangsversteigerungen und das
Schnäppchenjäger unterwegs sind", so der Händler.
DJG/mod/ros
(END) Dow Jones Newswires
May 04, 2009 10:09 ET (14:09 GMT)
Dow Jones & Company, Inc.2009
Der völlig überraschende Anstieg bei den US-Bauausgaben treibt die Aktienmärkte
am Nachmittag nach oben. Der führende US-Index S&P-500 springt um 1,9% und
zieht den DAX bis auf ein Plus von 2,5% nach oben. "Mit einem Anstieg hat
niemand gerechnet - der Markt spielt nun das erhoffte Bodenbildungs-Szenario im
Bau", sagt ein Händler. Anstelle eines erwarteten Rückgangs im März um 1,3%
sind die Ausgaben um 0,3% gestiegen. Auch die ausstehende Hausverkäufe legten
um 3,2% zu. "Das zeigt eine Bereinigung bei den Zwangsversteigerungen und das
Schnäppchenjäger unterwegs sind", so der Händler.
DJG/mod/ros
(END) Dow Jones Newswires
May 04, 2009 10:09 ET (14:09 GMT)
Dow Jones & Company, Inc.2009
9 Cad geknackt
Geht das nicht alles zu schnell?
Ich hab angst ^^
Ich hab angst ^^
Angst ist erst bei 35 CAD berechtigt ...
Hallo,
wie erklärt ihr euch den tarken Anstieg der letzten Tage?
Kann doch nicht die marginale Erhöhung des Molypreises sein, oder?
Die Aussicht auf gute Zahlen eher noch weniger.
Treibt hier die Übernahmespekulation die Kurse?
Ideen?
Gruß,
eifel
wie erklärt ihr euch den tarken Anstieg der letzten Tage?
Kann doch nicht die marginale Erhöhung des Molypreises sein, oder?
Die Aussicht auf gute Zahlen eher noch weniger.
Treibt hier die Übernahmespekulation die Kurse?
Ideen?
Gruß,
eifel
Antwort auf Beitrag Nr.: 37.093.194 von eifelcash am 04.05.09 20:16:33schaust du dir bitte mal die einschlägigen rohstoffindizes an???????????????????????????????????????????????????????????????????
Antwort auf Beitrag Nr.: 37.093.194 von eifelcash am 04.05.09 20:16:33Wird wohl ne gesunde Mischung aus short-squeeze, Aussicht auf stärkere Molypreise (im letzten Jahr ging der Kurs auch schon reichlich vor den Molypreisen in die Knie) und Übernahmespeku sein.
Antwort auf Beitrag Nr.: 37.093.247 von scheffrocker23 am 04.05.09 20:21:26scheff...ein Fragezeichen tut es auch...und weiter?
Ich hab ne Frage gestellt und wollte keine Gegenfragen..
Gruß,
eifel
Ich hab ne Frage gestellt und wollte keine Gegenfragen..
Gruß,
eifel
atemberaubend
Toronto rules
finviz.com
stockta.com
Support/Resistance
Type Value Conf.
supp 8.61 2
supp 6.40 2
supp 5.54 13
supp 5.20 3
supp 5.02 2
supp 4.80 4
supp 4.50 4
supp 4.27 5
supp 3.92 2
supp 3.55 2
supp 3.41 2
supp 3.27 2
Open Gaps
Direction Date range
up May-04-2009 8.61 to 8.62
up Apr-09-2009 5.34 to 5.37
up Mar-10-2009 3.86 to 3.98
... mal sehen, wie lange das noch so aussieht.
Schon ziemlich kurios.
LG,
nudel
stockta.com
Support/Resistance
Type Value Conf.
supp 8.61 2
supp 6.40 2
supp 5.54 13
supp 5.20 3
supp 5.02 2
supp 4.80 4
supp 4.50 4
supp 4.27 5
supp 3.92 2
supp 3.55 2
supp 3.41 2
supp 3.27 2
Open Gaps
Direction Date range
up May-04-2009 8.61 to 8.62
up Apr-09-2009 5.34 to 5.37
up Mar-10-2009 3.86 to 3.98
... mal sehen, wie lange das noch so aussieht.
Schon ziemlich kurios.
LG,
nudel
bei aller euphorie! es geht bald in die andere richtung!
die märkte übertreiben mal wieder!
die krise ist noch lange nicht vorbei!
was hoch steigt, fällt auch tief!
dennoch im moment gibt es keinen grund zu klagen!
die märkte übertreiben mal wieder!
die krise ist noch lange nicht vorbei!
was hoch steigt, fällt auch tief!
dennoch im moment gibt es keinen grund zu klagen!
Fri May 1, 2009
Thompson Creek To Webcast Annual Meeting Of Shareholders On May 7 At 4:15 Pm And Schedules First-Quarter 2009 Financial Results Conference Call/Webcast For May 8 At 8:30 A.M. Eastern
Thompson Creek Metals Company Inc., one of the world's largest publicly traded, pure molybdenum producers, will provide an audio webcast of its Annual Meeting of Shareholders on Thursday, May 7, 2009 at 4:15 pm. The webcast will be available and archived at www.thompsoncreekmetals.com and www.newswire.ca.
Thompson Creek has scheduled a conference call for analysts and investors to discuss its first-quarter 2009 financial results on Friday, May 8, 2009 at 8:30 a.m. (Eastern). A news release on the results will be issued after markets close on May 7.
Kevin Loughrey, Chairman and Chief Executive Officer, and Pamela Saxton, Chief Financial Officer, will be available to answer questions during the call.
To participate in the call, please dial 416-644-3421 or 1-800-595-8550 about five minutes prior to the start of the call.
A live audio webcast of the conference call will be available at www.newswire.ca and www.thompsoncreekmetals.com.
An archived recording of the call will be available at 416-640-1917 or 1-877-289-8525 (Passcode 21303485 followed by the number sign) from 10:30 a.m. on May 8 to 11:59 p.m. on May 15. An archived recording of the webcast will also be available at Thompson Creek's website.
About Thompson Creek Metals Company Inc.
Thompson Creek Metals Company Inc. is one of the largest publicly traded, pure molybdenum producers in the world. The Company owns the Thompson Creek open-pit molybdenum mine and mill in Idaho, a metallurgical roasting facility in Langeloth, Pennsylvania and a 75% share of the Endako open-pit mine, mill and roasting facility in northern British Columbia. Thompson Creek has two high-grade underground molybdenum deposits, the Davidson Deposit near Smithers, B.C., and the Mount Emmons Deposit near Crested Butte, Colorado. The Company is continuing to pursue permitting of the Davidson Project and is evaluating the Mount Emmons Deposit. The Company has approximately 800 employees. Its principal executive office is in Denver, Colorado, and it has other executive offices in Toronto, Ontario and Vancouver, British Columbia. More information is available at www.thompsoncreekmetals.com.
http://www.thompsoncreekmetals.com/s/NewsReleases.asp?Report…
Thompson Creek To Webcast Annual Meeting Of Shareholders On May 7 At 4:15 Pm And Schedules First-Quarter 2009 Financial Results Conference Call/Webcast For May 8 At 8:30 A.M. Eastern
Thompson Creek Metals Company Inc., one of the world's largest publicly traded, pure molybdenum producers, will provide an audio webcast of its Annual Meeting of Shareholders on Thursday, May 7, 2009 at 4:15 pm. The webcast will be available and archived at www.thompsoncreekmetals.com and www.newswire.ca.
Thompson Creek has scheduled a conference call for analysts and investors to discuss its first-quarter 2009 financial results on Friday, May 8, 2009 at 8:30 a.m. (Eastern). A news release on the results will be issued after markets close on May 7.
Kevin Loughrey, Chairman and Chief Executive Officer, and Pamela Saxton, Chief Financial Officer, will be available to answer questions during the call.
To participate in the call, please dial 416-644-3421 or 1-800-595-8550 about five minutes prior to the start of the call.
A live audio webcast of the conference call will be available at www.newswire.ca and www.thompsoncreekmetals.com.
An archived recording of the call will be available at 416-640-1917 or 1-877-289-8525 (Passcode 21303485 followed by the number sign) from 10:30 a.m. on May 8 to 11:59 p.m. on May 15. An archived recording of the webcast will also be available at Thompson Creek's website.
About Thompson Creek Metals Company Inc.
Thompson Creek Metals Company Inc. is one of the largest publicly traded, pure molybdenum producers in the world. The Company owns the Thompson Creek open-pit molybdenum mine and mill in Idaho, a metallurgical roasting facility in Langeloth, Pennsylvania and a 75% share of the Endako open-pit mine, mill and roasting facility in northern British Columbia. Thompson Creek has two high-grade underground molybdenum deposits, the Davidson Deposit near Smithers, B.C., and the Mount Emmons Deposit near Crested Butte, Colorado. The Company is continuing to pursue permitting of the Davidson Project and is evaluating the Mount Emmons Deposit. The Company has approximately 800 employees. Its principal executive office is in Denver, Colorado, and it has other executive offices in Toronto, Ontario and Vancouver, British Columbia. More information is available at www.thompsoncreekmetals.com.
http://www.thompsoncreekmetals.com/s/NewsReleases.asp?Report…
Großes Volumen !
Nyse = 1,2 Mio
TSE = 0,7 Mio
nach 1 Stunde !
Nyse = 1,2 Mio
TSE = 0,7 Mio
nach 1 Stunde !
schätze die schließen erst nochmal das GAP bei 8,42
Antwort auf Beitrag Nr.: 37.101.906 von Elrond am 05.05.09 19:43:58
Ich sehe ein WWWWWeeeeeeeee
Antwort auf Beitrag Nr.: 37.102.909 von LarsKol am 05.05.09 21:21:16Ich sollte mal wieder zum Optiker....
Grüß Dich Lars.
Eifel
Grüß Dich Lars.
Eifel
Antwort auf Beitrag Nr.: 37.102.943 von eifelcash am 05.05.09 21:25:35Moin Eifel,
Grüße aus Hannover von mir
Grüße aus Hannover von mir
!
Dieser Beitrag wurde moderiert. Grund: Beleidigung
Ryan's Notes Average: US$8.90/lb
As of May 5, 2009
As of May 5, 2009
Producers underline Chinese molybdenum appetite
SÃO PAULO (Metal-Pages) 04-May-2009.
With the finger for rising molybdenum prices being pointed at Chinese buyers, if the big producers are not selling significant quantities to China, they are getting plenty of interest from hungry buyers.
It's hard to determine actually whether Chinese buyers are being attracted by lower prices outside of domestic markets, the closure of smaller unprofitable mines in China leading to scarcer availability, or a combination of both.
Late last year, Thompson Creek started shipping to China for the first time, after being approached by agents and companies there.
Thompson Creek says it is difficult to gauge the amount of demand coming from China, which tends to come in waves. Demand increased in February and March before tapering off in early April, picking up again as the month drew to a close.
Molybdenum trioxide began April at 8-8.30 $/lb, before sinking to $ 7.80-8/lb in Europe. Traders now put material at $ 9-9.40/lb.
Data has also shown a recent increase in Chinese output but it's not known how accurate reports are.
A spokesperson at Codelco, Chile's state owned copper- molybdenum producer said while the company is increasing copper shipments to China there is no specific data available on molybdenum. Information on how badly Chinese demand has been hit by the global economic slump is hard to obtain, but reports of slowdowns in sectors using molybdenum such as pipelines, nuclear and electric power plants, jet engines, military hardware and rocketry have not emerged in the media, the spokesperson said.
...
Thompson Creek rival Freeport McMoRan, the world's biggest molybdenum producer, has historically not shipped to China, instead focussing on customers in the United States and Europe. The question is, should Chinese demand continue to grow, how long will Freeport be able to resist the temptation? During its first quarter earnings webcast last month, Freeport McMoRan didn't rule out the possibility of supplying the Chinese market in future.
“We do have some relationships there that give us some opportunities to do that and there has been some recent enquires about it,” Freeport McMoRan President Richard Adkerson said, adding he wouldn't comment further.
...
Meantime, though the odd US and European customer has come back into the market to buy material there has been nothing to suggest a full-blown recovery in in these markets.
...
www.metal-pages.com/news/story/39282/(Auszug)
SÃO PAULO (Metal-Pages) 04-May-2009.
With the finger for rising molybdenum prices being pointed at Chinese buyers, if the big producers are not selling significant quantities to China, they are getting plenty of interest from hungry buyers.
It's hard to determine actually whether Chinese buyers are being attracted by lower prices outside of domestic markets, the closure of smaller unprofitable mines in China leading to scarcer availability, or a combination of both.
Late last year, Thompson Creek started shipping to China for the first time, after being approached by agents and companies there.
Thompson Creek says it is difficult to gauge the amount of demand coming from China, which tends to come in waves. Demand increased in February and March before tapering off in early April, picking up again as the month drew to a close.
Molybdenum trioxide began April at 8-8.30 $/lb, before sinking to $ 7.80-8/lb in Europe. Traders now put material at $ 9-9.40/lb.
Data has also shown a recent increase in Chinese output but it's not known how accurate reports are.
A spokesperson at Codelco, Chile's state owned copper- molybdenum producer said while the company is increasing copper shipments to China there is no specific data available on molybdenum. Information on how badly Chinese demand has been hit by the global economic slump is hard to obtain, but reports of slowdowns in sectors using molybdenum such as pipelines, nuclear and electric power plants, jet engines, military hardware and rocketry have not emerged in the media, the spokesperson said.
...
Thompson Creek rival Freeport McMoRan, the world's biggest molybdenum producer, has historically not shipped to China, instead focussing on customers in the United States and Europe. The question is, should Chinese demand continue to grow, how long will Freeport be able to resist the temptation? During its first quarter earnings webcast last month, Freeport McMoRan didn't rule out the possibility of supplying the Chinese market in future.
“We do have some relationships there that give us some opportunities to do that and there has been some recent enquires about it,” Freeport McMoRan President Richard Adkerson said, adding he wouldn't comment further.
...
Meantime, though the odd US and European customer has come back into the market to buy material there has been nothing to suggest a full-blown recovery in in these markets.
...
www.metal-pages.com/news/story/39282/(Auszug)
Antwort auf Beitrag Nr.: 37.103.888 von Clowny am 05.05.09 23:17:31Hallo Clowny,
wirken die Schlitten hier auch??
gehtwas
wirken die Schlitten hier auch??
gehtwas
Kurs zieht ja wieder mal an, was sagt denn der vorbörsliche Kurs drüben?
Monday, May 4, 2009
Molybdenum Oxide
Origin: China
Price: FOB USD9.30/lb/Mo
http://minerals-and-metals-prices.blogspot.com/2009/05/molyb…
Molybdenum Oxide
Origin: China
Price: FOB USD9.30/lb/Mo
http://minerals-and-metals-prices.blogspot.com/2009/05/molyb…
Antwort auf Beitrag Nr.: 37.108.984 von Stocker_ am 06.05.09 15:17:13Ich denke über dem Teich für heute rauf, dann runter, dann rauf. Ein paar Leute bekommen sicher Ohrensausen und stellen erst mal glatt.
6.5.2009
Baltic Dry Index (BDI) +168 2065
Baltic Dry Index (BDI) +168 2065
#174999 von Videomart Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 02.04.09 17:03:33 Beitrag Nr.: 36.907.646
Mal schauen, wie lange die Bärenmarktrally noch läuft, meiner Meinung nach werden die 8000 Punkte im DJ nur kurz überschritten, denn einzig und allein die Spekulationen bei GM und den Trümmerbanken halten den Index momentan hoch...
Sind jetzt fast 6 Wochen, jeder kann sich mal irren
Mal schauen, wie lange die Bärenmarktrally noch läuft, meiner Meinung nach werden die 8000 Punkte im DJ nur kurz überschritten, denn einzig und allein die Spekulationen bei GM und den Trümmerbanken halten den Index momentan hoch...
Sind jetzt fast 6 Wochen, jeder kann sich mal irren
Antwort auf Beitrag Nr.: 37.113.019 von allesaufblau am 06.05.09 20:59:30Daniel, der Schwätzer...
Und feige ist er obendrein...
Benutzername: allesaufblau
Benutzer ist momentan: Offline seit dem 06.05.2009 um 21:00
Benutzername: allesaufblau
Benutzer ist momentan: Offline seit dem 06.05.2009 um 21:00
Antwort auf Beitrag Nr.: 37.113.581 von Videomart am 06.05.09 22:03:42Was soll denn dieser Kinderkram??? Erst auf Oberskeptiker machen und dann auf die Kacke hauen?!?
Ist noch gar nicht so lange her, da hast Du User, die eine deutliche und nachhaltige Erholung an den Märkten prophezeiten als Ahnungslose tituliert.
Als hier ein Dir gut bekannter User ;-) von Jahrhundertchancen bei Minen- und Exploreraktien schrieb, hast Du mit einem anderen User
(der sich hier schon länger nicht mehr hat blicken lassen) diesen als Spinner bezeichnet.
Und dann noch dieser großkotziger Beitrag von Dir vor zwei Tagen
->
Folgende Antwort bezieht sich auf Beitrag Nr.: 37.021.525 von PatSa am 22.04.09 21:40:28
-------------------------------------------------------------------
wer glaubt denn ernsthaft, dass im molysektor jetzt schon der boden erreicht ist????
Alle!!!
Schämst Du Dich eigentlich nicht?!?
Ist noch gar nicht so lange her, da hast Du User, die eine deutliche und nachhaltige Erholung an den Märkten prophezeiten als Ahnungslose tituliert.
Als hier ein Dir gut bekannter User ;-) von Jahrhundertchancen bei Minen- und Exploreraktien schrieb, hast Du mit einem anderen User
(der sich hier schon länger nicht mehr hat blicken lassen) diesen als Spinner bezeichnet.
Und dann noch dieser großkotziger Beitrag von Dir vor zwei Tagen
->
Folgende Antwort bezieht sich auf Beitrag Nr.: 37.021.525 von PatSa am 22.04.09 21:40:28
-------------------------------------------------------------------
wer glaubt denn ernsthaft, dass im molysektor jetzt schon der boden erreicht ist????
Alle!!!
Schämst Du Dich eigentlich nicht?!?
Antwort auf Beitrag Nr.: 37.114.071 von gornikzabrze am 06.05.09 23:03:29Was ist daran großkotzig?
PS:
Glaubst Du vielleicht, daß der Molypreis nochmal unter 7,80US$ fällt?
PS:
Glaubst Du vielleicht, daß der Molypreis nochmal unter 7,80US$ fällt?
Antwort auf Beitrag Nr.: 37.103.774 von lirius am 05.05.09 22:59:37ja klar ... hast recht .... Börse hat weder was mit Fakten oder Charttechnik zu tun sondern nur mit Wünschen ....
in diesem Sinne .... have a look at the chart ...
in diesem Sinne .... have a look at the chart ...
Southern Copper bets on molybdenum price rise, boosts output estimate
6 May 2009 - Southern Copper says it is expects to see a pickup in molybdenum prices in the later part of 2009 and is increasing its production and sales estimate by 5.9% to 18000 tonnes.
“We believe that the last part of the year whenever we pick up in field demand that will certain help the molybdenum demand as well,” Southern Copper's Chief Financial Officer Genaro Guerrero said during a recent presentation.
The company drafted its 2009 budget based on an average molybdenum price of $ 10/lb and says it is sticking to its guns.
...
www.metal-pages.com/news/story/39362/
6 May 2009 - Southern Copper says it is expects to see a pickup in molybdenum prices in the later part of 2009 and is increasing its production and sales estimate by 5.9% to 18000 tonnes.
“We believe that the last part of the year whenever we pick up in field demand that will certain help the molybdenum demand as well,” Southern Copper's Chief Financial Officer Genaro Guerrero said during a recent presentation.
The company drafted its 2009 budget based on an average molybdenum price of $ 10/lb and says it is sticking to its guns.
...
www.metal-pages.com/news/story/39362/
Antwort auf Beitrag Nr.: 37.113.019 von allesaufblau am 06.05.09 20:59:30
CA:TCM Thompson Creek Metals Company Inc. (TSX) Delayed quote data 5/6/2009 4:10 PM
Last:
8.95 Change:
-0.17 Open:
9.21 High:
9.35 Low:
8.83 Volume:
1,979,900
Percent Change:
-1.86% Yield:
n/a P/E Ratio:
5.23 52 Week Range:
3.15 to 24.00
Last:
8.95 Change:
-0.17 Open:
9.21 High:
9.35 Low:
8.83 Volume:
1,979,900
Percent Change:
-1.86% Yield:
n/a P/E Ratio:
5.23 52 Week Range:
3.15 to 24.00
Antwort auf Beitrag Nr.: 37.113.581 von Videomart am 06.05.09 22:03:42Ich warte noch auf Aufklärung wer Daniel ist und warum man 24 Std online sein muss.
Short History zum 30.04.2009
Symbol Report Date Volume Change
TCM - T 2009-04-30 12,107,626 1,716,210
TCM - T 2009-04-15 10,391,416 298,361
TCM - T 2009-03-31 10,093,055 371,711
TCM - T 2009-03-15 9,721,344 -507,497
TCM - T 2009-02-28 10,228,841 -823,248
TCM - T 2009-02-15 11,052,089 -101,776
TCM - T 2009-01-31 11,153,865 2,559,753
TCM - T 2009-01-15 8,594,112 388,383
TCM - T 2008-12-31 8,205,729 3,955,941
TCM - T 2008-12-15 4,249,788 -1,338,461
TCM - T 2008-11-30 5,588,249 -1,750,830
TCM - T 2008-11-15 7,339,079 -1,800,744
...
Quelle:
http://www.stockwatch.com
LG,
nudel
Symbol Report Date Volume Change
TCM - T 2009-04-30 12,107,626 1,716,210
TCM - T 2009-04-15 10,391,416 298,361
TCM - T 2009-03-31 10,093,055 371,711
TCM - T 2009-03-15 9,721,344 -507,497
TCM - T 2009-02-28 10,228,841 -823,248
TCM - T 2009-02-15 11,052,089 -101,776
TCM - T 2009-01-31 11,153,865 2,559,753
TCM - T 2009-01-15 8,594,112 388,383
TCM - T 2008-12-31 8,205,729 3,955,941
TCM - T 2008-12-15 4,249,788 -1,338,461
TCM - T 2008-11-30 5,588,249 -1,750,830
TCM - T 2008-11-15 7,339,079 -1,800,744
...
Quelle:
http://www.stockwatch.com
LG,
nudel
Antwort auf Beitrag Nr.: 37.116.472 von nudeldidu am 07.05.09 10:38:35Hi @all,
eigentlich hatte ich den Anstieg im April hauptsächlich auf Short-Eindeckungen in diesem eher positiven Umfeld zurückgeführt und da macht mich die erneut gestiegene und auf ATH? befindliche Zahl an Shorts schon etwas stutzig, zumal das Volumen tendenziell seit März eher gestiegen ist...
Hier mal der Zeitraum den ich meine mit Umsätzen (Toronto+NY):
Toronto:
Date Ex : Sym Open High Low Close Chg Vol
2009-05-06 T : TCM 9.21 9.35 8.83 8.95 -0.17 1,985,200
2009-05-05 T : TCM 9.05 9.50 8.78 9.12 0.12 2,001,143
2009-05-04 T : TCM 8.81 9.10 8.62 9.00 0.56 2,422,161
2009-05-01 T : TCM 8.00 8.61 8.00 8.44 0.44 2,820,328
2009-04-30 T : TCM 8.09 8.52 8.00 8.00 -0.05 2,103,502
2009-04-29 T : TCM 7.80 8.17 7.67 8.05 0.37 1,619,254
2009-04-28 T : TCM 7.27 7.91 6.79 7.68 0.19 2,204,066
2009-04-27 T : TCM 6.48 7.72 6.40 7.49 0.80 3,821,836
2009-04-24 T : TCM 6.28 6.84 6.24 6.69 0.45 1,951,621
2009-04-23 T : TCM 6.34 6.34 6.07 6.24 0.00 887,149
2009-04-22 T : TCM 6.00 6.40 5.90 6.24 0.20 1,953,765
2009-04-21 T : TCM 5.70 6.19 5.65 6.04 0.17 1,286,471
2009-04-20 T : TCM 6.13 6.25 5.80 5.87 -0.53 1,354,448
2009-04-17 T : TCM 6.30 6.53 6.05 6.40 0.15 1,899,902
2009-04-16 T : TCM 6.17 6.43 6.05 6.25 0.17 1,308,889
2009-04-15 T : TCM 5.92 6.20 5.80 6.08 0.16 2,178,426
2009-04-14 T : TCM 5.95 6.25 5.75 5.92 -0.03 2,027,848
2009-04-13 T : TCM 5.73 6.05 5.51 5.95 0.33 1,713,725
2009-04-09 T : TCM 5.48 5.69 5.37 5.62 0.42 1,363,837
2009-04-08 T : TCM 5.02 5.34 5.00 5.20 0.10 1,072,943
2009-04-07 T : TCM 5.28 5.37 5.04 5.10 -0.33 1,311,902
2009-04-06 T : TCM 5.64 5.64 5.30 5.43 -0.33 1,149,136
2009-04-03 T : TCM 5.41 5.77 5.35 5.76 0.33 1,353,823
2009-04-02 T : TCM 5.51 5.70 5.33 5.43 0.09 2,221,302
2009-04-01 T : TCM 5.07 5.34 4.91 5.34 0.37 1,569,165
2009-03-31 T : TCM 5.00 5.12 4.77 4.97 0.17 1,077,863
2009-03-30 T : TCM 4.96 5.10 4.64 4.80 -0.49 2,165,788
NY:
Date Ex : Sym Open High Low Close Chg Vol
2009-05-06 Z : TC 7.72 7.97 7.58 7.59 -0.13 1,874,300
2009-05-05 Z : TC 7.79 8.13 7.46 7.72 0.04 2,908,224
2009-05-04 Z : TC 7.42 7.72 7.18 7.68 0.57 2,169,529
2009-05-01 Z : TC 6.80 7.25 6.72 7.11 0.37 2,194,666
2009-04-30 Z : TC 6.75 7.135 6.68 6.74 0.09 2,760,411
2009-04-29 Z : TC 6.46 6.77 6.35 6.65 0.38 2,889,283
2009-04-28 Z : TC 6.00 6.49 5.55 6.27 0.06 3,291,629
2009-04-27 Z : TC 5.37 6.32 5.33 6.21 0.72 4,546,189
2009-04-24 Z : TC 5.16 5.65 5.15 5.49 0.37 2,488,947
2009-04-23 Z : TC 5.09 5.15 4.92 5.12 0.11 1,145,507
2009-04-22 Z : TC 4.82 5.19 4.76 5.01 0.12 1,792,319
2009-04-21 Z : TC 4.61 5.00 4.52 4.89 0.13 1,659,599
2009-04-20 Z : TC 5.03 5.10 4.68 4.76 -0.52 1,716,566
2009-04-17 Z : TC 5.17 5.38 4.99 5.28 0.09 2,101,389
2009-04-16 Z : TC 5.17 5.31 5.02 5.19 0.12 1,066,588
2009-04-15 Z : TC 4.83 5.16 4.74 5.07 0.26 1,749,116
2009-04-14 Z : TC 4.85 5.14 4.75 4.81 -0.04 1,461,392
2009-04-13 Z : TC 4.58 4.96 4.50 4.85 0.25 1,616,041
2009-04-09 Z : TC 4.39 4.65 4.39 4.60 0.42 1,448,635
2009-04-08 Z : TC 4.14 4.33 4.05 4.18 0.04 926,582
2009-04-07 Z : TC 4.28 4.49 4.07 4.14 -0.33 1,036,676
2009-04-06 Z : TC 4.53 4.53 4.27 4.47 -0.18 1,099,462
2009-04-03 Z : TC 4.39 4.69 4.31 4.65 0.33 1,447,722
2009-04-02 Z : TC 4.44 4.58 4.31 4.32 0.11 2,045,192
2009-04-01 Z : TC 3.93 4.23 3.87 4.21 0.24 1,246,887
2009-03-31 Z : TC 3.96 4.05 3.80 3.97 0.17 919,145
2009-03-30 Z : TC 4.04 4.08 3.68 3.80 -0.4599 1,930,675
Quelle: http://www.stockwatch.com
Mir ist schon klar, dass bei einer (mehr als) Verdopplung im Kurs innerhalb weniger Wochen natürlich die Shortseller immer mehr `gelockt` werden, aber bei dieser schon recht hohen Zahl?
Hat hier jemand eine Erklärung dafür?
Gruss, eye
eigentlich hatte ich den Anstieg im April hauptsächlich auf Short-Eindeckungen in diesem eher positiven Umfeld zurückgeführt und da macht mich die erneut gestiegene und auf ATH? befindliche Zahl an Shorts schon etwas stutzig, zumal das Volumen tendenziell seit März eher gestiegen ist...
Hier mal der Zeitraum den ich meine mit Umsätzen (Toronto+NY):
Toronto:
Date Ex : Sym Open High Low Close Chg Vol
2009-05-06 T : TCM 9.21 9.35 8.83 8.95 -0.17 1,985,200
2009-05-05 T : TCM 9.05 9.50 8.78 9.12 0.12 2,001,143
2009-05-04 T : TCM 8.81 9.10 8.62 9.00 0.56 2,422,161
2009-05-01 T : TCM 8.00 8.61 8.00 8.44 0.44 2,820,328
2009-04-30 T : TCM 8.09 8.52 8.00 8.00 -0.05 2,103,502
2009-04-29 T : TCM 7.80 8.17 7.67 8.05 0.37 1,619,254
2009-04-28 T : TCM 7.27 7.91 6.79 7.68 0.19 2,204,066
2009-04-27 T : TCM 6.48 7.72 6.40 7.49 0.80 3,821,836
2009-04-24 T : TCM 6.28 6.84 6.24 6.69 0.45 1,951,621
2009-04-23 T : TCM 6.34 6.34 6.07 6.24 0.00 887,149
2009-04-22 T : TCM 6.00 6.40 5.90 6.24 0.20 1,953,765
2009-04-21 T : TCM 5.70 6.19 5.65 6.04 0.17 1,286,471
2009-04-20 T : TCM 6.13 6.25 5.80 5.87 -0.53 1,354,448
2009-04-17 T : TCM 6.30 6.53 6.05 6.40 0.15 1,899,902
2009-04-16 T : TCM 6.17 6.43 6.05 6.25 0.17 1,308,889
2009-04-15 T : TCM 5.92 6.20 5.80 6.08 0.16 2,178,426
2009-04-14 T : TCM 5.95 6.25 5.75 5.92 -0.03 2,027,848
2009-04-13 T : TCM 5.73 6.05 5.51 5.95 0.33 1,713,725
2009-04-09 T : TCM 5.48 5.69 5.37 5.62 0.42 1,363,837
2009-04-08 T : TCM 5.02 5.34 5.00 5.20 0.10 1,072,943
2009-04-07 T : TCM 5.28 5.37 5.04 5.10 -0.33 1,311,902
2009-04-06 T : TCM 5.64 5.64 5.30 5.43 -0.33 1,149,136
2009-04-03 T : TCM 5.41 5.77 5.35 5.76 0.33 1,353,823
2009-04-02 T : TCM 5.51 5.70 5.33 5.43 0.09 2,221,302
2009-04-01 T : TCM 5.07 5.34 4.91 5.34 0.37 1,569,165
2009-03-31 T : TCM 5.00 5.12 4.77 4.97 0.17 1,077,863
2009-03-30 T : TCM 4.96 5.10 4.64 4.80 -0.49 2,165,788
NY:
Date Ex : Sym Open High Low Close Chg Vol
2009-05-06 Z : TC 7.72 7.97 7.58 7.59 -0.13 1,874,300
2009-05-05 Z : TC 7.79 8.13 7.46 7.72 0.04 2,908,224
2009-05-04 Z : TC 7.42 7.72 7.18 7.68 0.57 2,169,529
2009-05-01 Z : TC 6.80 7.25 6.72 7.11 0.37 2,194,666
2009-04-30 Z : TC 6.75 7.135 6.68 6.74 0.09 2,760,411
2009-04-29 Z : TC 6.46 6.77 6.35 6.65 0.38 2,889,283
2009-04-28 Z : TC 6.00 6.49 5.55 6.27 0.06 3,291,629
2009-04-27 Z : TC 5.37 6.32 5.33 6.21 0.72 4,546,189
2009-04-24 Z : TC 5.16 5.65 5.15 5.49 0.37 2,488,947
2009-04-23 Z : TC 5.09 5.15 4.92 5.12 0.11 1,145,507
2009-04-22 Z : TC 4.82 5.19 4.76 5.01 0.12 1,792,319
2009-04-21 Z : TC 4.61 5.00 4.52 4.89 0.13 1,659,599
2009-04-20 Z : TC 5.03 5.10 4.68 4.76 -0.52 1,716,566
2009-04-17 Z : TC 5.17 5.38 4.99 5.28 0.09 2,101,389
2009-04-16 Z : TC 5.17 5.31 5.02 5.19 0.12 1,066,588
2009-04-15 Z : TC 4.83 5.16 4.74 5.07 0.26 1,749,116
2009-04-14 Z : TC 4.85 5.14 4.75 4.81 -0.04 1,461,392
2009-04-13 Z : TC 4.58 4.96 4.50 4.85 0.25 1,616,041
2009-04-09 Z : TC 4.39 4.65 4.39 4.60 0.42 1,448,635
2009-04-08 Z : TC 4.14 4.33 4.05 4.18 0.04 926,582
2009-04-07 Z : TC 4.28 4.49 4.07 4.14 -0.33 1,036,676
2009-04-06 Z : TC 4.53 4.53 4.27 4.47 -0.18 1,099,462
2009-04-03 Z : TC 4.39 4.69 4.31 4.65 0.33 1,447,722
2009-04-02 Z : TC 4.44 4.58 4.31 4.32 0.11 2,045,192
2009-04-01 Z : TC 3.93 4.23 3.87 4.21 0.24 1,246,887
2009-03-31 Z : TC 3.96 4.05 3.80 3.97 0.17 919,145
2009-03-30 Z : TC 4.04 4.08 3.68 3.80 -0.4599 1,930,675
Quelle: http://www.stockwatch.com
Mir ist schon klar, dass bei einer (mehr als) Verdopplung im Kurs innerhalb weniger Wochen natürlich die Shortseller immer mehr `gelockt` werden, aber bei dieser schon recht hohen Zahl?
Hat hier jemand eine Erklärung dafür?
Gruss, eye
Antwort auf Beitrag Nr.: 37.116.998 von eyeworker am 07.05.09 11:17:20Hallo eyeworker
habe mich eben erschrocken, wo ich die shortzahlen gesehen habe
Anscheinend wird TCM immer noch abgestraft für ein sehr anfälliges
Unternehmen hinsichtlich des Molypreises.Es fehlt einfach eine breitere Aufstellung am Markt mit verschiedenen Produkten.
Der steigende Kupferpreis könnte ebefalls weitere shortis anlocken.
Dies alles bleibt aber weiterhin eine mögliche explosive Mischung.Es fehlt nur der berühmte Funken um hier etwas in Bewegung zu bringen.
Eine weitere Möglichkeit könnte das weitere shorten sein um Verluste zu Begrenzen. Anscheinend ist die Käuferseite aber stärker vertreten.
Bin mal gespannt wie die Aussichten am Markt seitens des Managements von TCM sind.Heute Abend werde wir es lesen.
Leider muß man feststellen das die shortis in den vergangenen Monaten Recht hatten. Das ist die große Sorge.
habe mich eben erschrocken, wo ich die shortzahlen gesehen habe
Anscheinend wird TCM immer noch abgestraft für ein sehr anfälliges
Unternehmen hinsichtlich des Molypreises.Es fehlt einfach eine breitere Aufstellung am Markt mit verschiedenen Produkten.
Der steigende Kupferpreis könnte ebefalls weitere shortis anlocken.
Dies alles bleibt aber weiterhin eine mögliche explosive Mischung.Es fehlt nur der berühmte Funken um hier etwas in Bewegung zu bringen.
Eine weitere Möglichkeit könnte das weitere shorten sein um Verluste zu Begrenzen. Anscheinend ist die Käuferseite aber stärker vertreten.
Bin mal gespannt wie die Aussichten am Markt seitens des Managements von TCM sind.Heute Abend werde wir es lesen.
Leider muß man feststellen das die shortis in den vergangenen Monaten Recht hatten. Das ist die große Sorge.
Antwort auf Beitrag Nr.: 37.116.998 von eyeworker am 07.05.09 11:17:20vielleicht ein richtig "grusliger" short-squeeze?
aus dem Day-trading-thread:
In einem Bericht von Barclays Capital (NYSE: BCS) hieß es vor wenigen Tagen:
"Die aktuelle Markterholung, die am 10. März begann, war für die überwiegende Mehrheit der Quantitative-Equity-Manager dramatisch, unerwartet und wohl ziemlich schmerzhaft. Aufgrund unserer Gespräche mit zahlreichen Managern während der letzten Wochen glauben wir, dass die meisten Portfolios quantitativer Manager nicht auf eine Markterholung ausgerichtet waren. Von den knapp 80 Managern, mit denen wir sprachen, sagte nur ein Manager, man sei seit dem 9. März auf einen steigenden Markt eingerichtet gewesen, die überwiegende Mehrheit gab jedoch zu, man hätte sich auf einen deutlich fallenden Markt eingestellt oder Positionsstopps gesetzt. Bei diesen Managern handelt es sich um long-only und short-only Quant-Manager, die marktneutrale und nicht-marktneutrale Strategien, sektorneutrale und nicht-sektorneutrale Strategien nutzen und Positionen auf lange und zwischenzeitliche Sicht halten. Es ist keine Übertreibung zu sagen, dass fast jeder fassungslos ist und zu verstehen versucht, wann diese Erholung enden wird."
aus dem Day-trading-thread:
In einem Bericht von Barclays Capital (NYSE: BCS) hieß es vor wenigen Tagen:
"Die aktuelle Markterholung, die am 10. März begann, war für die überwiegende Mehrheit der Quantitative-Equity-Manager dramatisch, unerwartet und wohl ziemlich schmerzhaft. Aufgrund unserer Gespräche mit zahlreichen Managern während der letzten Wochen glauben wir, dass die meisten Portfolios quantitativer Manager nicht auf eine Markterholung ausgerichtet waren. Von den knapp 80 Managern, mit denen wir sprachen, sagte nur ein Manager, man sei seit dem 9. März auf einen steigenden Markt eingerichtet gewesen, die überwiegende Mehrheit gab jedoch zu, man hätte sich auf einen deutlich fallenden Markt eingestellt oder Positionsstopps gesetzt. Bei diesen Managern handelt es sich um long-only und short-only Quant-Manager, die marktneutrale und nicht-marktneutrale Strategien, sektorneutrale und nicht-sektorneutrale Strategien nutzen und Positionen auf lange und zwischenzeitliche Sicht halten. Es ist keine Übertreibung zu sagen, dass fast jeder fassungslos ist und zu verstehen versucht, wann diese Erholung enden wird."
6 Reasons Thompson Creek Should Continue to Climb
http://seekingalpha.com/article/136051-6-reasons-thompson-cr…
http://seekingalpha.com/article/136051-6-reasons-thompson-cr…
SINGAPORE (Reuters) - Templeton Asset Management's veteran fund manager Mark Mobius said on Thursday that confidence has returned to financial markets, and he was bullish on commodities and firms that catered to emerging market consumers.
Mobius, who helps manage around $20 billion as lead portfolio manager for Templeton's Emerging Markets Group, said the spread between emerging market bond yields and U.S. Treasuries has stabilized which is a sign market confidence has returned.
"We believe we are now at a turning point," he said at an investor conference in Singapore.
The fall in the VIX .VIX, the Chicago Board's stock volatility index or so-called fear gauge, was another sign that markets had become more confident.
Mobius said China and India's rapid growth will spur demand for consumer goods, while commodity prices have returned to their growth path after a correction.
"I'm a believer that the trend is your friend. There is always going to be a reversal to the mean (for commodity prices) and the mean is an upward sloping line," he said.
He cited copper as one of the commodities he liked, pointing to strong Chinese demand, as well as palladium, which he said was cheaper than platinum but could be of use for many similar purposes.
Metals prices have been rising as signs in economic data have emerged that the severity of the global recession could be easing.
Templeton Asset Management is part of Franklin Resources (BEN.N).
(Reporting by Kevin Lim and Vidya Ranganathan; Editing by Neil Fullick)
http://www.minormetals.com/
Mobius, who helps manage around $20 billion as lead portfolio manager for Templeton's Emerging Markets Group, said the spread between emerging market bond yields and U.S. Treasuries has stabilized which is a sign market confidence has returned.
"We believe we are now at a turning point," he said at an investor conference in Singapore.
The fall in the VIX .VIX, the Chicago Board's stock volatility index or so-called fear gauge, was another sign that markets had become more confident.
Mobius said China and India's rapid growth will spur demand for consumer goods, while commodity prices have returned to their growth path after a correction.
"I'm a believer that the trend is your friend. There is always going to be a reversal to the mean (for commodity prices) and the mean is an upward sloping line," he said.
He cited copper as one of the commodities he liked, pointing to strong Chinese demand, as well as palladium, which he said was cheaper than platinum but could be of use for many similar purposes.
Metals prices have been rising as signs in economic data have emerged that the severity of the global recession could be easing.
Templeton Asset Management is part of Franklin Resources (BEN.N).
(Reporting by Kevin Lim and Vidya Ranganathan; Editing by Neil Fullick)
http://www.minormetals.com/
Hier ein interessanter Ausschnitt:
28.April 2009 - Gianni Kovacevic: Copper Supply and Demand - New Rule Book Still Being Written - The Gold Report
...
TGR: You are also interested in molybdenum, correct?
GK: We're following molybdenum very closely. Molybdenum has behaved in a very funny way lately because the Chinese, all of a sudden, have come into the molybdenum market. Molybdenum is currently at $8 a pound, and China, which has traditionally been very self-sufficient with its domestic production of molybdenum, has imported about 10,000 tons since December. That's more than they imported, basically, in all of 2008. We look that as a signal that this is probably physical usage and that they cannot produce it for that price. Because molybdenum does not really affect its end use in a pipeline, for example, if molybdenum is $8 a pound or $30 a pound, the cost of 1km of pipeline is not going to change significantly.
Here's something else that I think is important. We believe copper sets the barometer of the global economy; you could also say that molybdenum is certainly on the pulse, too. With its very high melting point and its anti-corrosive properties, it's used extensively within infrastructure and energy transport and creation. So you're going to see it used in things like pipelines, construction, and any kind of energy projects. When we see a turn in moly, I think you're going to see a dramatic turn. It's continued to fall, down to the high $7 range and finally has upticked again to over $8. Now that moly has turned, that could signal the bottom and we can expect and will monitor a potential climb to the upside. Again the interesting thing is that the Chinese are buyers.
...
gesamter Artikel: http://www.ibtimes.com/articles/20090428/gianni-kovacevic-co…
Gruss, eye
28.April 2009 - Gianni Kovacevic: Copper Supply and Demand - New Rule Book Still Being Written - The Gold Report
...
TGR: You are also interested in molybdenum, correct?
GK: We're following molybdenum very closely. Molybdenum has behaved in a very funny way lately because the Chinese, all of a sudden, have come into the molybdenum market. Molybdenum is currently at $8 a pound, and China, which has traditionally been very self-sufficient with its domestic production of molybdenum, has imported about 10,000 tons since December. That's more than they imported, basically, in all of 2008. We look that as a signal that this is probably physical usage and that they cannot produce it for that price. Because molybdenum does not really affect its end use in a pipeline, for example, if molybdenum is $8 a pound or $30 a pound, the cost of 1km of pipeline is not going to change significantly.
Here's something else that I think is important. We believe copper sets the barometer of the global economy; you could also say that molybdenum is certainly on the pulse, too. With its very high melting point and its anti-corrosive properties, it's used extensively within infrastructure and energy transport and creation. So you're going to see it used in things like pipelines, construction, and any kind of energy projects. When we see a turn in moly, I think you're going to see a dramatic turn. It's continued to fall, down to the high $7 range and finally has upticked again to over $8. Now that moly has turned, that could signal the bottom and we can expect and will monitor a potential climb to the upside. Again the interesting thing is that the Chinese are buyers.
...
gesamter Artikel: http://www.ibtimes.com/articles/20090428/gianni-kovacevic-co…
Gruss, eye
Antwort auf Beitrag Nr.: 37.114.946 von allesaufblau am 07.05.09 08:00:44Was ist denn jetzt los???
Ist Heli-Ben der Sprit ausgegangen???
Ist Heli-Ben der Sprit ausgegangen???
Antwort auf Beitrag Nr.: 37.120.896 von Videomart am 07.05.09 16:42:05geh jetzt bitte endlich mal zum Arzt
Antwort auf Beitrag Nr.: 37.121.185 von allesaufblau am 07.05.09 17:04:11
07 May 2009
Baltic Dry Index (BDI) +129 2194
Baltic Dry Index (BDI) +129 2194
Antwort auf Beitrag Nr.: 37.117.173 von allesaufblau am 07.05.09 11:31:33Noch einmal zu Deinem eigenen Posting #175428:
Hier wird beschrieben, dass nur einer von 80 Fondsmanagern seit dem 9.März auf steigende Kurse gesetzt hatte.
So anders als die Mehrzahl der Anleger habe ich also gar nicht gelegen.
Jedenfalls gibt es keinen Grund, meine damalige Einschätzung hier im Thread der Lächerlichkeit preiszugeben.
Vielleicht ist Dir ein Arztbesuch dringender zu empfehlen...
Hier wird beschrieben, dass nur einer von 80 Fondsmanagern seit dem 9.März auf steigende Kurse gesetzt hatte.
So anders als die Mehrzahl der Anleger habe ich also gar nicht gelegen.
Jedenfalls gibt es keinen Grund, meine damalige Einschätzung hier im Thread der Lächerlichkeit preiszugeben.
Vielleicht ist Dir ein Arztbesuch dringender zu empfehlen...
Annual General Meeting May 7, 2009 - 16:15 ET (22:15 MESZ)
Webcast Coming Soon
Kevin Loughrey
Chairman and
Chief Executive Officer
Thompson Creek Metals Company Inc.
http://www.newswire.ca/en/webcast/viewEvent.cgi?eventID=2619…
Webcast Coming Soon
Kevin Loughrey
Chairman and
Chief Executive Officer
Thompson Creek Metals Company Inc.
http://www.newswire.ca/en/webcast/viewEvent.cgi?eventID=2619…
wo ist den lirius ....
schätze die schließen erst nochmal das GAP bei 8,42
schätze die schließen erst nochmal das GAP bei 8,42
Peru molybdenum output down 41% in March
SÃO PAULO (Metal-Pages) 06-May-08.
Molybdenum production in Peru fell 41% in March, compared with the same month last year, according to figures from the country's mining and energy ministry.
Output of molybdenum in March was 910 tonnes versus 1555 tonnes in the same month in 2008. The decline came as Peru's copper output fell 1.3% to 104462 tonnes. Last September, when the full extent of the international credit crisis became
clear, sparking the current worldwide economic slowdown molybdenum prices stood at $ 32.75-33.25/lb.
Molybdenum trioxide prices in Europe sank to below $ 8/lb last month, but have since moved back up to $ 9-9.40/lb on stronger demand from Chinese buyers.
...
www.metal-pages.com/news/story/39357/(Auszug)
SÃO PAULO (Metal-Pages) 06-May-08.
Molybdenum production in Peru fell 41% in March, compared with the same month last year, according to figures from the country's mining and energy ministry.
Output of molybdenum in March was 910 tonnes versus 1555 tonnes in the same month in 2008. The decline came as Peru's copper output fell 1.3% to 104462 tonnes. Last September, when the full extent of the international credit crisis became
clear, sparking the current worldwide economic slowdown molybdenum prices stood at $ 32.75-33.25/lb.
Molybdenum trioxide prices in Europe sank to below $ 8/lb last month, but have since moved back up to $ 9-9.40/lb on stronger demand from Chinese buyers.
...
www.metal-pages.com/news/story/39357/(Auszug)
"What's Moving the Market"
Platts, Updated: May 7, 2009
http://www.kitco.com/reports/platts_may072009.pdf
Platts, Updated: May 7, 2009
http://www.kitco.com/reports/platts_may072009.pdf
Overview (all in U.S. dollars):
- Molybdenum production in the first quarter of 2009 was 6.1 million
pounds, up from 5.6 million pounds in the same period a year earlier.
The first-quarter production level was in line with current
production plans for the year.
- Weighted-average cash costs were reduced to $5.93 per pound produced
in the first quarter from $8.29 per pound a year earlier.
- 2009 guidance for cash costs has been revised to $6.25 to $7.25 per
pound from previous guidance of $7.25 to $8.25 per pound. Production
and sales guidance remains unchanged at 20 to 24 million pounds for
the year.
- Operating cash flows were $44.7 million in the first quarter,
compared with $63.4 million a year earlier.
- Total debt was reduced to $16.9 million on March 31, 2009 from
$17.3 million on December 31, 2008. Total cash, cash equivalents and
short-term investments at March 31, 2009 were $260.6 million,
compared with $258 million on December 31, 2008.
- First-quarter net income was $11.2 million or $0.09 per basic and
diluted common share, compared with $46.8 million or $0.41 per basic
and $0.37 per diluted common share in the first quarter of 2008.
- The decline in net income was due primarily to a 69% reduction in the
average realized price on molybdenum and upgraded product sales to
$10.14 per pound in the first quarter from $32.69 per pound a year
earlier, which resulted in a year-over-year decrease in revenues to
$78.9 million from $254.8 million.
Note: A conference call and webcast for analysts and investors is
scheduled for Friday, May 8, 2009 at 8:30 a.m. Eastern.
http://finance.yahoo.com/news/Thompson-Creek-announces-cnw-1…
- Molybdenum production in the first quarter of 2009 was 6.1 million
pounds, up from 5.6 million pounds in the same period a year earlier.
The first-quarter production level was in line with current
production plans for the year.
- Weighted-average cash costs were reduced to $5.93 per pound produced
in the first quarter from $8.29 per pound a year earlier.
- 2009 guidance for cash costs has been revised to $6.25 to $7.25 per
pound from previous guidance of $7.25 to $8.25 per pound. Production
and sales guidance remains unchanged at 20 to 24 million pounds for
the year.
- Operating cash flows were $44.7 million in the first quarter,
compared with $63.4 million a year earlier.
- Total debt was reduced to $16.9 million on March 31, 2009 from
$17.3 million on December 31, 2008. Total cash, cash equivalents and
short-term investments at March 31, 2009 were $260.6 million,
compared with $258 million on December 31, 2008.
- First-quarter net income was $11.2 million or $0.09 per basic and
diluted common share, compared with $46.8 million or $0.41 per basic
and $0.37 per diluted common share in the first quarter of 2008.
- The decline in net income was due primarily to a 69% reduction in the
average realized price on molybdenum and upgraded product sales to
$10.14 per pound in the first quarter from $32.69 per pound a year
earlier, which resulted in a year-over-year decrease in revenues to
$78.9 million from $254.8 million.
Note: A conference call and webcast for analysts and investors is
scheduled for Friday, May 8, 2009 at 8:30 a.m. Eastern.
http://finance.yahoo.com/news/Thompson-Creek-announces-cnw-1…
Sehe ich das richtig, dass die Zahlen besser sind als erwartet? Hatten die Experten nicht einen Verlust erwartet? Echt ärgerlich, dass der Molybdän-Preis so gesunken ist.
Antwort auf Beitrag Nr.: 37.124.530 von erzkanzler am 07.05.09 22:17:43Hi erzkanzler, Hi @all,
ich bin gerade auch etwas erstaunt, denn einen (wenn auch nur geringen) Gewinn in Q1/09 hätte ich nicht erwartet und soviel ich weiss, lagen die Schätzungen/Erwartungen bei -$0,04.
Auch der cash-Bestand hat sich (entgegen meiner Erwartungen) leicht erhöht und der (minimale) Kredit wurde weiter verringert - auf den ersten Blick sieht das besser aus als gedacht, was der Markt daraus macht werden wir sehen...
Gruss, eye
ich bin gerade auch etwas erstaunt, denn einen (wenn auch nur geringen) Gewinn in Q1/09 hätte ich nicht erwartet und soviel ich weiss, lagen die Schätzungen/Erwartungen bei -$0,04.
Auch der cash-Bestand hat sich (entgegen meiner Erwartungen) leicht erhöht und der (minimale) Kredit wurde weiter verringert - auf den ersten Blick sieht das besser aus als gedacht, was der Markt daraus macht werden wir sehen...
Gruss, eye
Antwort auf Beitrag Nr.: 37.124.641 von eyeworker am 07.05.09 22:33:25Ich bin auch mal gespannt was morgen passiert. Erwarte aber aufgrund des Gesamtmarkts morgen erstmal nicht unbedingt viel. Bin aber auf jeden Fall zufrieden. Ich muss nur die ganz Zeit daran denken, was wir für einen Gewinn gemachte hätten bei den Moly-Preis vom letzten Sommer. Aber da kann man halt nichts machen.
heute morgen war ich über den shortbestand erstaunt
habe mit schlechten Q-Zahlen gerechnet
aber der Q-Bericht ist nach meiner Auffassung schon erstaunlich.
Mal hoffen das die shortbestände jetzt abgebaut werden müssen
habe mit schlechten Q-Zahlen gerechnet
aber der Q-Bericht ist nach meiner Auffassung schon erstaunlich.
Mal hoffen das die shortbestände jetzt abgebaut werden müssen
ja, erstaunliche Zahlen! hätte ich mir nicht erwartet. jetzt zieht der moly preis noch an und alles wird gut...
Grüsse
ErzKanzer
Grüsse
ErzKanzer
jetzt noch mal eine ordentliche news hinterher
chartex ist online
bin mal gespannt
bin mal gespannt
Naja, wenn man den nachbörslichen Trades (NY) glaubt, dann kommen die Zahlen erstmal ganz gut an:
Time Ex Price Change Volume
16:50:57 Z 7.77 +0.18 500
16:50:57 Z 7.77 +0.18 200
16:49:32 Z 7.89 +0.30 200
16:31:04 Z 7.89 +0.30 1,000
16:31:03 Z 7.89 +0.30 1,000
16:31:01 Z 7.77 +0.18 140
16:13:03 Z 7.384 -0.206 1,400
16:12:40 Z 7.384 -0.206 2,200
16:12:38 Z 7.384 -0.206 300
16:00:12 Z 7.22 -0.37 20,000
Quelle: http://www.stockwatch.com
Gruss, eye
Time Ex Price Change Volume
16:50:57 Z 7.77 +0.18 500
16:50:57 Z 7.77 +0.18 200
16:49:32 Z 7.89 +0.30 200
16:31:04 Z 7.89 +0.30 1,000
16:31:03 Z 7.89 +0.30 1,000
16:31:01 Z 7.77 +0.18 140
16:13:03 Z 7.384 -0.206 1,400
16:12:40 Z 7.384 -0.206 2,200
16:12:38 Z 7.384 -0.206 300
16:00:12 Z 7.22 -0.37 20,000
Quelle: http://www.stockwatch.com
Gruss, eye
Antwort auf Beitrag Nr.: 37.125.086 von eyeworker am 07.05.09 23:17:28Und weiter geht´s:
Time Ex Price Change Volume
17:04:38 Z 7.90 +0.31 700
17:04:38 Z 7.91 +0.32 700
17:04:37 Z 7.91 +0.32 1,000
17:04:36 Z 7.90 +0.31 1,000
17:04:36 Z 7.91 +0.32 1,000
17:04:36 Z 7.90 +0.31 1,000
17:03:08 Z 7.90 +0.31 140
17:03:06 Z 7.90 +0.31 500
Quelle: www.stockwatch.com
Gruss, eye
Time Ex Price Change Volume
17:04:38 Z 7.90 +0.31 700
17:04:38 Z 7.91 +0.32 700
17:04:37 Z 7.91 +0.32 1,000
17:04:36 Z 7.90 +0.31 1,000
17:04:36 Z 7.91 +0.32 1,000
17:04:36 Z 7.90 +0.31 1,000
17:03:08 Z 7.90 +0.31 140
17:03:06 Z 7.90 +0.31 500
Quelle: www.stockwatch.com
Gruss, eye
wenn das die Vorboten für morgen sind
am besten wollen alle gleichzeitig glattstellen
am besten wollen alle gleichzeitig glattstellen
Antwort auf Beitrag Nr.: 37.125.375 von Clowny am 07.05.09 23:57:05Recent Trades - Last 10
Time Ex Price Change Volume
17:42:23 Z 7.80 +0.21 1,000
17:40:56 Z 7.81 +0.22 500
17:40:56 Z 7.80 +0.21 100
17:40:56 Z 7.80 +0.21 100
17:40:56 Z 7.80 +0.21 400
17:37:20 Z 7.81 +0.22 1,000
17:36:19 Z 7.88 +0.29 250
17:22:36 Z 7.81 +0.22 200
17:22:36 Z 7.80 +0.21 500
17:04:38 Z 7.90 +0.31 700
Pari: 5,82 Euro
Time Ex Price Change Volume
17:42:23 Z 7.80 +0.21 1,000
17:40:56 Z 7.81 +0.22 500
17:40:56 Z 7.80 +0.21 100
17:40:56 Z 7.80 +0.21 100
17:40:56 Z 7.80 +0.21 400
17:37:20 Z 7.81 +0.22 1,000
17:36:19 Z 7.88 +0.29 250
17:22:36 Z 7.81 +0.22 200
17:22:36 Z 7.80 +0.21 500
17:04:38 Z 7.90 +0.31 700
Pari: 5,82 Euro
fürs Q2 siehts aber nich so dolle aus, aber wer weiss, was für wie lange schon eingepreist ist, wir sind sowieso die Dummen (ich besonders)
Based on market trends experienced in the January to April period, the
Company expects its average realized price to be lower in the second quarter
than in the first quarter of 2009. Additionally, the Company's sales volumes
are expected to be less during the 2009 second quarter as the Company
continues its efforts to match production with the anticipated level of sales.
Based on market trends experienced in the January to April period, the
Company expects its average realized price to be lower in the second quarter
than in the first quarter of 2009. Additionally, the Company's sales volumes
are expected to be less during the 2009 second quarter as the Company
continues its efforts to match production with the anticipated level of sales.
was taxt denn L&S ....
THOMPSON CREEK METALS CO. EUR 3.36 3.79
schnell noch welche kaufen ...
THOMPSON CREEK METALS CO. EUR 3.36 3.79
schnell noch welche kaufen ...
Antwort auf Beitrag Nr.: 37.125.441 von Videomart am 08.05.09 00:15:25die waren noch länger am handeln
Time Ex Price Change Volume
19:32:31 Z 7.90 +0.31 800
19:32:31 Z 7.85 +0.26 600
19:31:38 Z 7.85 +0.26 100
19:27:57 Z 7.85 +0.26 500
19:13:10 Z 7.90 +0.31 1,085
19:13:09 Z 7.84 +0.25 973
18:59:53 Z 7.82 +0.23 100
18:59:53 Z 7.83 +0.24 100
18:33:14 Z 7.84 +0.25 100
18:33:14 Z 7.85 +0.26 100
Time Ex Price Change Volume
19:32:31 Z 7.90 +0.31 800
19:32:31 Z 7.85 +0.26 600
19:31:38 Z 7.85 +0.26 100
19:27:57 Z 7.85 +0.26 500
19:13:10 Z 7.90 +0.31 1,085
19:13:09 Z 7.84 +0.25 973
18:59:53 Z 7.82 +0.23 100
18:59:53 Z 7.83 +0.24 100
18:33:14 Z 7.84 +0.25 100
18:33:14 Z 7.85 +0.26 100
Antwort auf Beitrag Nr.: 37.125.837 von allesaufblau am 08.05.09 07:54:20wir sind sowieso die Dummen (ich besonders)
Darüber wird sich aber "Martin" freuen !!
Darüber wird sich aber "Martin" freuen !!
Antwort auf Beitrag Nr.: 37.126.957 von Strandlaeufer1 am 08.05.09 10:17:30Ich stehe dazu, meine von mir selbst veröffentlichten Aussagen der Lächerlichkeit preiszugeben
Antwort auf Beitrag Nr.: 37.127.057 von allesaufblau am 08.05.09 10:26:47Jetzt aber mal Schlamm drüber. Ein berühmtes griechisch-chinesiches Sprichwort sagt:
Wer von Euch ohne Buchverluste ist, der werfe das erste Schwein.
Wer von Euch ohne Buchverluste ist, der werfe das erste Schwein.
TORONTO - Canadian molybdenum miner Thompson Creek Metals Co posted a lower first-quarter profit on Thursday, as the global economic slowdown caused a sharp decline in the price of molybdenum -- a strengthening and anti-corrosion agent used in steel.
Net profit in the quarter ended March 31 was $11,2-million, or 9 cents a share, down from $46,8-million, or 37 cents a share, a year earlier.
The decline in net income was primarily due to a 69 percent reduction in the average realized price on molybdenum, Thompson Creek said in a statement.
Revenue in the quarter fell almost 70 percent to $78,9 million. While molybdenum production in the quarter was 6,1 million pounds, up from 5,6 million pounds in the same period a year earlier.
"While overall the molybdenum market continues to experience weaker conditions than it did for most of last year, we are encouraged by the upturn in price in the past two weeks," said Chief Executive Kevin Loughrey, in a statement.
"We continue to expect a sustained recovery in molybdenum demand and prices in the medium-term future as the world economy recovers from recession," he added.
Still, the company expects its average realized molybdenum price to be lower in the second quarter than in the first quarter of 2009. It also expects weaker second-quarter sales volumes on a sequential basis.
Thompson Creek lowered its 2009 estimated molybdenum production costs to a range of $6,25 to $7,25 a pound, from a prior forecast of $7,25 to $8,25 a pound.
The decline in the expected cash cost per pound produced is primarily due to favorable foreign exchange rates and lower mining and milling costs.
"Thompson Creek is well positioned not only to weather additional market weakness should it occur, but also to raise production again relatively quickly when demand recovers and to consider possible acquisitions that will benefit shareholders," said Loughrey.
Thompson Creek's shares, which have risen more than 70 percent year-to-date, closed Thursday at C$8,47 on the Toronto Stock Exchange.
http://www.miningweekly.com/article/thompson-creek-profit-pl…
Net profit in the quarter ended March 31 was $11,2-million, or 9 cents a share, down from $46,8-million, or 37 cents a share, a year earlier.
The decline in net income was primarily due to a 69 percent reduction in the average realized price on molybdenum, Thompson Creek said in a statement.
Revenue in the quarter fell almost 70 percent to $78,9 million. While molybdenum production in the quarter was 6,1 million pounds, up from 5,6 million pounds in the same period a year earlier.
"While overall the molybdenum market continues to experience weaker conditions than it did for most of last year, we are encouraged by the upturn in price in the past two weeks," said Chief Executive Kevin Loughrey, in a statement.
"We continue to expect a sustained recovery in molybdenum demand and prices in the medium-term future as the world economy recovers from recession," he added.
Still, the company expects its average realized molybdenum price to be lower in the second quarter than in the first quarter of 2009. It also expects weaker second-quarter sales volumes on a sequential basis.
Thompson Creek lowered its 2009 estimated molybdenum production costs to a range of $6,25 to $7,25 a pound, from a prior forecast of $7,25 to $8,25 a pound.
The decline in the expected cash cost per pound produced is primarily due to favorable foreign exchange rates and lower mining and milling costs.
"Thompson Creek is well positioned not only to weather additional market weakness should it occur, but also to raise production again relatively quickly when demand recovers and to consider possible acquisitions that will benefit shareholders," said Loughrey.
Thompson Creek's shares, which have risen more than 70 percent year-to-date, closed Thursday at C$8,47 on the Toronto Stock Exchange.
http://www.miningweekly.com/article/thompson-creek-profit-pl…
ntv laufband.
Thompson [red]18.- euro[/red] TERMIN1,99.- die min.
schöne we. grüße an alle die im plus und auch noch im minus sind.
Thompson [red]18.- euro[/red] TERMIN1,99.- die min.
schöne we. grüße an alle die im plus und auch noch im minus sind.
Die könnens ja gar nicht abwarten
Last 7.88
Time 06:31:09
Volume 1,400
Last 7.88
Time 06:31:09
Volume 1,400
Antwort auf Beitrag Nr.: 37.128.713 von petersylvester am 08.05.09 13:06:59Du müßtest doch auch langsam wieder im grünen Bereich sein, oder ?
Antwort auf Beitrag Nr.: 37.128.972 von Teufelsturm am 08.05.09 13:31:302.- € im plus pro stck. natürlich.
Antwort auf Beitrag Nr.: 37.128.972 von Teufelsturm am 08.05.09 13:31:30hab aber nicht viele stücke.
25% wurden nach China verkauft
Antwort auf Beitrag Nr.: 37.127.202 von allesaufblau am 08.05.09 10:40:23Wer von Euch ohne Buchverluste ist, der werfe das erste Schwein.
---
---
Antwort auf Beitrag Nr.: 37.130.101 von Der.Papst am 08.05.09 15:21:07also schon realisierte Verluste
Antwort auf Beitrag Nr.: 37.129.077 von petersylvester am 08.05.09 13:43:37Das weiß ich noch von "früher". Halte auch fast nichts.
Antwort auf Beitrag Nr.: 37.130.134 von allesaufblau am 08.05.09 15:23:54Bei TCM nicht.
Da war der Einstieg zu 1,95 in 2006 zu günstig. Leider zu spät ausgestiegen, aber gut wieder eingestiegen.
Da war der Einstieg zu 1,95 in 2006 zu günstig. Leider zu spät ausgestiegen, aber gut wieder eingestiegen.
hab kein gutes Gefühl für heute
Antwort auf Beitrag Nr.: 37.130.217 von Der.Papst am 08.05.09 15:31:09
Antwort auf Beitrag Nr.: 37.130.160 von Teufelsturm am 08.05.09 15:26:09
Antwort auf Beitrag Nr.: 37.130.217 von Der.Papst am 08.05.09 15:31:09Hä ?
Antwort auf Beitrag Nr.: 37.130.793 von Teufelsturm am 08.05.09 16:12:021mio. gehandelte aktien in nicht mal einer stunde.
das dindg könnte sich heute auf dem niveau halten.n.m.m.
das dindg könnte sich heute auf dem niveau halten.n.m.m.
Antwort auf Beitrag Nr.: 37.130.899 von petersylvester am 08.05.09 16:19:31Mir würde es reichen, wenn die 8,80 CAD als "Trampolin" halten. Schaue heute Nacht noch mal rein.
Metals Week Average: US$9.20/lb
As of May 8, 2009
(updated weekly)
As of May 8, 2009
(updated weekly)
Antwort auf Beitrag Nr.: 37.133.744 von Polarexpress am 08.05.09 20:28:17
wird jetzt wohl nochmal nen Abverkauf geben vor dem WE
kleine Gewinnmitnahmen ...
kleine Gewinnmitnahmen ...
Antwort auf Beitrag Nr.: 37.133.786 von Elrond am 08.05.09 20:32:53ja, die schmeißen wie sau
Antwort auf Beitrag Nr.: 37.133.861 von scheffrocker23 am 08.05.09 20:40:33jou ... noch so´n Schlaumeier ....
frag mach @Lirius wasn Gap-Close iss ... wenn er denn wieder frei geschaltet wird ...
der wußte es auch besser ...
frag mach @Lirius wasn Gap-Close iss ... wenn er denn wieder frei geschaltet wird ...
der wußte es auch besser ...
TORONTO (miningweekly.com) – Miner Thompson Creek has seen a slight firming of demand and prices for its molybdenum in recent weeks, CEO Kevin Loughrey said on Friday. But he cautioned that, while this is encouraging, it is still too early to talk about a recovery.
Molybdenum, which is used to strengthen steel, traded on the spot market above $30/lb during the first half of last year, but fell off sharply in October, dropping below $8/lb last month.
However, prices have regained some ground in recent weeks, to above $9/lb, thanks to ongoing Chinese buying and some returning demand from European buyers, which had been virtually absent from the market in the last few months, Loughrey said.
“The market is not yet what could be called strong, but we are seeing some signs of awakening.”
However, steel production levels are still low, with mills operating at below 50% capacity in most locations.
I do think we are seeing some signs, and obviously the price rising is the clearest sign that something is happening in the market place,” Loughrey said.
“But a few weeks or months of that doesn't make a recovery. And it takes a longer sustained period, it takes more strength and the price firming even more.”
Credit markets will also need to unfreeze, so that large infrastructure projects put on hold can start moving again, he said.
Nonetheless, the slight increase in demand, coupled with the fact that most customers have depleted their stocks of molybdenum in recent months, could mean that the market is starting to move out of a bottom.
Thompson Creek produces molybdenum from its Thompson Creek mine, in Idaho, and the Endako mine, in British Columbia.
The company has curtailed production and suspended projects in response to weak demand and prices for the metal.
Shares in the company rose 8,3% on Friday, to C$9,17 apiece by 12:29 in Toronto.
CHINA
In a dramatic change from just six months ago, about a quarter of Thompson Creek's sales in the first quarter were to Chinese buyers, Loughrey said.
Until the late last year, the firm had not made a single sale to the resource-hungry nation.
However, when the molybdenum price plunged, a big chunk of smaller, inefficient Chinese molybdenum mines were rendered unprofitable, and scores have since closed, turning the nation from a historical net exporter to a net importer of the metal.
Thompson Creek is seeing a “considerable volume” of requests from China, Loughrey said.
Further, he believes that Chinese customers are consuming most or all of the metal that they buy, rather than building up stockpiles.
All of the Chinese buying is on a spot basis, rather than long-term contracts which is the way Thompson Creek ordinarily sells most of its production.
But customers are reluctant to commit to longer term agreements because of the uncertainty surrounding the market, and so about 50% of sales are currently taking place on a spot basis, compared with 80% in 2008.
MORE SERIOUS ON ACQUISITIONS
Loughrey has said on several occasions that the company would like to take advantage of low asset valuations to make a cheap acquisition, but indicated on Friday that the firm is now looking more closely at getting a deal done.
“Just as we think the market may be improving a little bit for the moly business, I think that hearkens that it might be time now to look more closely at some of these acquisitions, as things start to improve.”
Although there is no pressure to move too quickly, the company is talking internally about “several” potential transactions, and is hoping to close a deal before the end of the year, he said.
“We think there are assets out there that are for sale at relatively low prices.”
With regard to organic growth, Thompson Creek halted an expansion at Endako in December last year, a month after postponing the development of its C$109-million Davidson underground mine in Canada.
The company would need to be confident of price sustainability at at least $12/lb before it considers restarting the capital projects, Loughrey said.
Molybdenum, which is used to strengthen steel, traded on the spot market above $30/lb during the first half of last year, but fell off sharply in October, dropping below $8/lb last month.
However, prices have regained some ground in recent weeks, to above $9/lb, thanks to ongoing Chinese buying and some returning demand from European buyers, which had been virtually absent from the market in the last few months, Loughrey said.
“The market is not yet what could be called strong, but we are seeing some signs of awakening.”
However, steel production levels are still low, with mills operating at below 50% capacity in most locations.
I do think we are seeing some signs, and obviously the price rising is the clearest sign that something is happening in the market place,” Loughrey said.
“But a few weeks or months of that doesn't make a recovery. And it takes a longer sustained period, it takes more strength and the price firming even more.”
Credit markets will also need to unfreeze, so that large infrastructure projects put on hold can start moving again, he said.
Nonetheless, the slight increase in demand, coupled with the fact that most customers have depleted their stocks of molybdenum in recent months, could mean that the market is starting to move out of a bottom.
Thompson Creek produces molybdenum from its Thompson Creek mine, in Idaho, and the Endako mine, in British Columbia.
The company has curtailed production and suspended projects in response to weak demand and prices for the metal.
Shares in the company rose 8,3% on Friday, to C$9,17 apiece by 12:29 in Toronto.
CHINA
In a dramatic change from just six months ago, about a quarter of Thompson Creek's sales in the first quarter were to Chinese buyers, Loughrey said.
Until the late last year, the firm had not made a single sale to the resource-hungry nation.
However, when the molybdenum price plunged, a big chunk of smaller, inefficient Chinese molybdenum mines were rendered unprofitable, and scores have since closed, turning the nation from a historical net exporter to a net importer of the metal.
Thompson Creek is seeing a “considerable volume” of requests from China, Loughrey said.
Further, he believes that Chinese customers are consuming most or all of the metal that they buy, rather than building up stockpiles.
All of the Chinese buying is on a spot basis, rather than long-term contracts which is the way Thompson Creek ordinarily sells most of its production.
But customers are reluctant to commit to longer term agreements because of the uncertainty surrounding the market, and so about 50% of sales are currently taking place on a spot basis, compared with 80% in 2008.
MORE SERIOUS ON ACQUISITIONS
Loughrey has said on several occasions that the company would like to take advantage of low asset valuations to make a cheap acquisition, but indicated on Friday that the firm is now looking more closely at getting a deal done.
“Just as we think the market may be improving a little bit for the moly business, I think that hearkens that it might be time now to look more closely at some of these acquisitions, as things start to improve.”
Although there is no pressure to move too quickly, the company is talking internally about “several” potential transactions, and is hoping to close a deal before the end of the year, he said.
“We think there are assets out there that are for sale at relatively low prices.”
With regard to organic growth, Thompson Creek halted an expansion at Endako in December last year, a month after postponing the development of its C$109-million Davidson underground mine in Canada.
The company would need to be confident of price sustainability at at least $12/lb before it considers restarting the capital projects, Loughrey said.
th sollte bei über 4mio.gehandelten stücke drin sein.
Antwort auf Beitrag Nr.: 37.134.384 von petersylvester am 08.05.09 21:43:098 US$ gilts zu knacken. Geht aber leider nicht, da (laut der Experten) zum WE immer die Gewinne mitgenommen werden...
Antwort auf Beitrag Nr.: 37.133.925 von Elrond am 08.05.09 20:45:56frag mach@...????
was meinst du genau?
was meinst du genau?
Antwort auf Beitrag Nr.: 37.134.472 von allesaufblau am 08.05.09 21:52:40hehe
Antwort auf Beitrag Nr.: 37.134.472 von allesaufblau am 08.05.09 21:52:40Heute bei Markus Frick und Jan Pahl:
TC zum jetzigen Kurs verkaufen.
Rückschlag bis auf 2,50 - 3,00 € droht in den
kommenden Wochen.....
TC zum jetzigen Kurs verkaufen.
Rückschlag bis auf 2,50 - 3,00 € droht in den
kommenden Wochen.....
Antwort auf Beitrag Nr.: 37.134.660 von niederschleidern am 08.05.09 22:06:48Na wenn die beiden das sagen, ist das Grund genug. Begründung brauch ich nicht. Panik ! Alles musss raus ! Crash !
Hi,
wieso können die chinesischen Molyminen nicht mehr profitabel arbeiten und viele haben dicht gemacht? Ich dachte die arbeiten noch weit unter den Produktionskosten von TCM profitabel?
Horten die Gelbgesichter das Zeug das sie jetzt bei TCM einkaufen oder wird es verarbeitet?
Ab wann arbeiten denn die Chinesen profitabel und ab wann ist ein Rückgang der Molyimporte von Ihnen zu erwarten?
Wann werden sie wieder zum Exporteur?
Viele Fragen auf einmal, vielleicht was für den Experten Dosto?
Gruß,
eifel
wieso können die chinesischen Molyminen nicht mehr profitabel arbeiten und viele haben dicht gemacht? Ich dachte die arbeiten noch weit unter den Produktionskosten von TCM profitabel?
Horten die Gelbgesichter das Zeug das sie jetzt bei TCM einkaufen oder wird es verarbeitet?
Ab wann arbeiten denn die Chinesen profitabel und ab wann ist ein Rückgang der Molyimporte von Ihnen zu erwarten?
Wann werden sie wieder zum Exporteur?
Viele Fragen auf einmal, vielleicht was für den Experten Dosto?
Gruß,
eifel
Thompson Creek profit plunges along with prices
By: Reuters
8th May 2009
TORONTO - Canadian molybdenum miner Thompson Creek Metals Co posted a lower first-quarter profit on Thursday, as the global economic slowdown caused a sharp decline in the price of molybdenum -- a strengthening and anti-corrosion agent used in steel.
Net profit in the quarter ended March 31 was $11,2-million, or 9 cents a share, down from $46,8-million, or 37 cents a share, a year earlier.
The decline in net income was primarily due to a 69 percent reduction in the average realized price on molybdenum, Thompson Creek said in a statement.
Revenue in the quarter fell almost 70 percent to $78,9 million. While molybdenum production in the quarter was 6,1 million pounds, up from 5,6 million pounds in the same period a year earlier.
"While overall the molybdenum market continues to experience weaker conditions than it did for most of last year, we are encouraged by the upturn in price in the past two weeks," said Chief Executive Kevin Loughrey, in a statement.
"We continue to expect a sustained recovery in molybdenum demand and prices in the medium-term future as the world economy recovers from recession," he added.
Still, the company expects its average realized molybdenum price to be lower in the second quarter than in the first quarter of 2009. It also expects weaker second-quarter sales volumes on a sequential basis.
Thompson Creek lowered its 2009 estimated molybdenum production costs to a range of $6,25 to $7,25 a pound, from a prior forecast of $7,25 to $8,25 a pound.
The decline in the expected cash cost per pound produced is primarily due to favorable foreign exchange rates and lower mining and milling costs.
"Thompson Creek is well positioned not only to weather additional market weakness should it occur, but also to raise production again relatively quickly when demand recovers and to consider possible acquisitions that will benefit shareholders," said Loughrey.
Thompson Creek's shares, which have risen more than 70 percent year-to-date, closed Thursday at C$8,47 on the Toronto Stock Exchange.
http://www.miningweekly.com/article/thompson-creek-profit-pl…
By: Reuters
8th May 2009
TORONTO - Canadian molybdenum miner Thompson Creek Metals Co posted a lower first-quarter profit on Thursday, as the global economic slowdown caused a sharp decline in the price of molybdenum -- a strengthening and anti-corrosion agent used in steel.
Net profit in the quarter ended March 31 was $11,2-million, or 9 cents a share, down from $46,8-million, or 37 cents a share, a year earlier.
The decline in net income was primarily due to a 69 percent reduction in the average realized price on molybdenum, Thompson Creek said in a statement.
Revenue in the quarter fell almost 70 percent to $78,9 million. While molybdenum production in the quarter was 6,1 million pounds, up from 5,6 million pounds in the same period a year earlier.
"While overall the molybdenum market continues to experience weaker conditions than it did for most of last year, we are encouraged by the upturn in price in the past two weeks," said Chief Executive Kevin Loughrey, in a statement.
"We continue to expect a sustained recovery in molybdenum demand and prices in the medium-term future as the world economy recovers from recession," he added.
Still, the company expects its average realized molybdenum price to be lower in the second quarter than in the first quarter of 2009. It also expects weaker second-quarter sales volumes on a sequential basis.
Thompson Creek lowered its 2009 estimated molybdenum production costs to a range of $6,25 to $7,25 a pound, from a prior forecast of $7,25 to $8,25 a pound.
The decline in the expected cash cost per pound produced is primarily due to favorable foreign exchange rates and lower mining and milling costs.
"Thompson Creek is well positioned not only to weather additional market weakness should it occur, but also to raise production again relatively quickly when demand recovers and to consider possible acquisitions that will benefit shareholders," said Loughrey.
Thompson Creek's shares, which have risen more than 70 percent year-to-date, closed Thursday at C$8,47 on the Toronto Stock Exchange.
http://www.miningweekly.com/article/thompson-creek-profit-pl…
INTERVIEW-UPDATE 1-Thompson Creek foresees moly price rebound
* Does not plan any more production cuts, at this time
* Mid- to long-term view of moly market is still positive
* Does not expect Q2 to be dramatically different from Q1
* Shares up 8.3 percent in Toronto
(Adds CEO comments, background; in U.S. dollars unless noted)
By Euan Rocha
TORONTO, May 8 (Reuters) - Molybdenum miner Thompson Creek Metals Co (TCM.TO) does not plan any additional production cuts for now and expects molybdenum prices to rebound in the mid- to long term, Chief Executive Kevin Loughrey, said on Friday.
"Our mid- to long-term view of the moly market is still positive. We think it is going to come back and when it does, we are in a position to take advantage of it," Loughrey said in an interview with Reuters.
Molybdenum, which is used as a strengthening and anti-corrosion agent in steel and stainless steel, has seen demand and prices plummet in recent months, due to the global economic slowdown.
However, Thompson Creek's shares on the Toronto Stock Exchange surged 8.3 percent to C$9.17, after the Canadian miner posted better than expected first-quarter results late on Thursday.
The company posted a profit of $11.2 million, or 9 cents a share, down from a year-ago profit of $46.8 million, or 37 cents a share, but well above Wall Street's average forecast of a loss of 4 cents a share.
"You can't paint Q1 as a good quarter, relative to the last four quarters we've had, in terms of revenue and income. But, in terms of where the world is today and how we could have performed, I think we did well," said Loughrey. The company's average realized price for molybdenum in the first quarter was just over $10 a pound, down from over $32 per pound, a year earlier.
Thompson Creek also expects the average realized price of molybdenum, on a sequential basis, to be lower in the second quarter.
However, Loughrey does not expect second-quarter results to be dramatically different from those of the first quarter.
Furthermore, molybdenum pricing has slowly begun to move slightly higher in recent weeks. MLY-OXIDE-LON
"We are seeing more people coming into the market looking for material. They are having a harder time finding it and the price has moved up as a result," said Loughrey.
Thompson Creek is also keen to make acquisitions, as it currently carries a debtload of just $16.9 million, with available cash and cash equivalents of about $260.6 million.
"We are open to deals outside the moly space. A logical extension from the moly business, would be a copper-moly play, as the two are so interrelated both commercially and geologically," said Loughrey.
"We are not averse to looking at something outside the moly space, if it adds value and is accretive," he said.
(Reporting by Euan Rocha; editing by Rob Wilson)
((euan.rocha@thomsonreuters.com; +1 416 941 8185; Reuters Messaging: euan.rocha.reuters.com@reuters.net)) Keywords: THOMPSONCREEK/
(C) Reuters 2009. All rights reserved. Republication or redistribution ofReuters content, including by caching, framing or similar means, is expresslyprohibited without the prior written consent of Reuters. Reuters and the Reuterssphere logo are registered trademarks and trademarks of the Reuters group ofcompanies around the world.nN08482756
* Does not plan any more production cuts, at this time
* Mid- to long-term view of moly market is still positive
* Does not expect Q2 to be dramatically different from Q1
* Shares up 8.3 percent in Toronto
(Adds CEO comments, background; in U.S. dollars unless noted)
By Euan Rocha
TORONTO, May 8 (Reuters) - Molybdenum miner Thompson Creek Metals Co (TCM.TO) does not plan any additional production cuts for now and expects molybdenum prices to rebound in the mid- to long term, Chief Executive Kevin Loughrey, said on Friday.
"Our mid- to long-term view of the moly market is still positive. We think it is going to come back and when it does, we are in a position to take advantage of it," Loughrey said in an interview with Reuters.
Molybdenum, which is used as a strengthening and anti-corrosion agent in steel and stainless steel, has seen demand and prices plummet in recent months, due to the global economic slowdown.
However, Thompson Creek's shares on the Toronto Stock Exchange surged 8.3 percent to C$9.17, after the Canadian miner posted better than expected first-quarter results late on Thursday.
The company posted a profit of $11.2 million, or 9 cents a share, down from a year-ago profit of $46.8 million, or 37 cents a share, but well above Wall Street's average forecast of a loss of 4 cents a share.
"You can't paint Q1 as a good quarter, relative to the last four quarters we've had, in terms of revenue and income. But, in terms of where the world is today and how we could have performed, I think we did well," said Loughrey. The company's average realized price for molybdenum in the first quarter was just over $10 a pound, down from over $32 per pound, a year earlier.
Thompson Creek also expects the average realized price of molybdenum, on a sequential basis, to be lower in the second quarter.
However, Loughrey does not expect second-quarter results to be dramatically different from those of the first quarter.
Furthermore, molybdenum pricing has slowly begun to move slightly higher in recent weeks. MLY-OXIDE-LON
"We are seeing more people coming into the market looking for material. They are having a harder time finding it and the price has moved up as a result," said Loughrey.
Thompson Creek is also keen to make acquisitions, as it currently carries a debtload of just $16.9 million, with available cash and cash equivalents of about $260.6 million.
"We are open to deals outside the moly space. A logical extension from the moly business, would be a copper-moly play, as the two are so interrelated both commercially and geologically," said Loughrey.
"We are not averse to looking at something outside the moly space, if it adds value and is accretive," he said.
(Reporting by Euan Rocha; editing by Rob Wilson)
((euan.rocha@thomsonreuters.com; +1 416 941 8185; Reuters Messaging: euan.rocha.reuters.com@reuters.net)) Keywords: THOMPSONCREEK/
(C) Reuters 2009. All rights reserved. Republication or redistribution ofReuters content, including by caching, framing or similar means, is expresslyprohibited without the prior written consent of Reuters. Reuters and the Reuterssphere logo are registered trademarks and trademarks of the Reuters group ofcompanies around the world.nN08482756
Antwort auf Beitrag Nr.: 37.134.472 von allesaufblau am 08.05.09 21:52:408 US$ gilts zu knacken. Geht aber leider nicht, da (laut der Experten) zum WE immer die Gewinne mitgenommen werden...
mach mal keinen auf dicke Hose ...
schau dir den chart an ... solche gleichmäßigen Seitwärtsbewegungen sind die absolute Seltenheit
durchaus möglich das Fonds gekauft haben
sind die fertig kommt die Korrektur
mach mal keinen auf dicke Hose ...
schau dir den chart an ... solche gleichmäßigen Seitwärtsbewegungen sind die absolute Seltenheit
durchaus möglich das Fonds gekauft haben
sind die fertig kommt die Korrektur
Antwort auf Beitrag Nr.: 37.135.878 von Elrond am 09.05.09 10:39:04durchaus möglich das Fonds gekauft haben
ziemlich logisch.
fonds kaufen in der erwartung dass der kurs fällt.
ziemlich logisch.
fonds kaufen in der erwartung dass der kurs fällt.
Northern molybdenum producer in the black
Written by Gordon Hoekstra
Citizen staff
Friday, 08 May 2009
Thompson Creek Metals, which operates the Endako mine west of Prince George, posted a profit of $11.2 million in the first quarter.
The company achieved the profit despite much lower molybdenum prices than last year.
Thompson Creek's revenues declined by 69 per cent to $78.9 million in the first quarter of 2009 from $254.8 million a year earlier, primarily due to a 69 per cent decline in the average realized price for molybdenum to $10.14 per pound from $32.69 per pound.
Sales volume was slightly lower at 7.5 million pounds in the latest quarter versus 7.7 million pounds a year earlier.
Net income was $11.2 million or $0.09 per basic and diluted common share, compared with $46.8 million or $0.41 per basic and $0.37 per diluted share in the first quarter of 2008.
http://www.princegeorgecitizen.com/20090508190954/local/news…
Written by Gordon Hoekstra
Citizen staff
Friday, 08 May 2009
Thompson Creek Metals, which operates the Endako mine west of Prince George, posted a profit of $11.2 million in the first quarter.
The company achieved the profit despite much lower molybdenum prices than last year.
Thompson Creek's revenues declined by 69 per cent to $78.9 million in the first quarter of 2009 from $254.8 million a year earlier, primarily due to a 69 per cent decline in the average realized price for molybdenum to $10.14 per pound from $32.69 per pound.
Sales volume was slightly lower at 7.5 million pounds in the latest quarter versus 7.7 million pounds a year earlier.
Net income was $11.2 million or $0.09 per basic and diluted common share, compared with $46.8 million or $0.41 per basic and $0.37 per diluted share in the first quarter of 2008.
http://www.princegeorgecitizen.com/20090508190954/local/news…
Antwort auf Beitrag Nr.: 37.136.263 von petersylvester am 09.05.09 12:32:43Peter, Peter, hau´mal nicht so auf die Kacke, hast Du nicht
genug auf die Mütze bekommen im letzten Jahr ??!!
Freu Dich doch, ´wenn TCM sich wieder erholt
( vergiß dabei nicht die hohen "Shortbestände"), die Eindeckung
derselben wurden zwar oft herbeigesehnt, sind aber fast nie
im erwarteten Ausmass erfolgt.
Trotzdem glaube ich an "richtige Kurssprünge", wenn der
Molypreis mal richtig (12-15$ / lbs) anzieht.
Also: Übe Dich in Demut und habe Geduld
Viele Grüsse aus dem Norden
SL1
genug auf die Mütze bekommen im letzten Jahr ??!!
Freu Dich doch, ´wenn TCM sich wieder erholt
( vergiß dabei nicht die hohen "Shortbestände"), die Eindeckung
derselben wurden zwar oft herbeigesehnt, sind aber fast nie
im erwarteten Ausmass erfolgt.
Trotzdem glaube ich an "richtige Kurssprünge", wenn der
Molypreis mal richtig (12-15$ / lbs) anzieht.
Also: Übe Dich in Demut und habe Geduld
Viele Grüsse aus dem Norden
SL1
Antwort auf Beitrag Nr.: 37.136.263 von petersylvester am 09.05.09 12:32:43hast du schonmal was davon gehört das es Indexfonds gibt?
auch diese schichten oder müssen ab einem gewissen Zeitpunkt umschichten
und die schauen nicht auf 1 Cent rauf oder runter
aber lass gut sein ... du hast recht + TCM steigt jetzt schnell auf 20 CAD
wir sprechen uns wieder ... sehr schnell schätze ich ...
auch diese schichten oder müssen ab einem gewissen Zeitpunkt umschichten
und die schauen nicht auf 1 Cent rauf oder runter
aber lass gut sein ... du hast recht + TCM steigt jetzt schnell auf 20 CAD
wir sprechen uns wieder ... sehr schnell schätze ich ...
Antwort auf Beitrag Nr.: 37.136.591 von Strandlaeufer1 am 09.05.09 13:59:30doch, das hat gesessen.
freue mich und möchte auch niemenden angreifen. viel geschriebenes wird fälschlicher weise falsch interpretiert, bzw. falsch gelesen.
übe mich in demut und geduld. hab ich im laufe m.lebens lernen müssen.
schönes sonniges we. P.
freue mich und möchte auch niemenden angreifen. viel geschriebenes wird fälschlicher weise falsch interpretiert, bzw. falsch gelesen.
übe mich in demut und geduld. hab ich im laufe m.lebens lernen müssen.
schönes sonniges we. P.
Antwort auf Beitrag Nr.: 37.134.660 von niederschleidern am 08.05.09 22:06:48Der Frick sollte sich lieber um "seine" Perlen russoil, stargold etc. kümmern! Damit hat der genug zu tun. Bin zwar nicht auf den reingefallen, hab aber das ganze Spektakel mitbekommen. Das sie den noch nicht eingesperrt haben...
Gruß Kelthe
Gruß Kelthe
INTERVIEW-UPDATE 1-Thompson Creek foresees moly price rebound
Fri May 8, 2009 7:03pm BST
* Does not plan any more production cuts, at this time
* Mid- to long-term view of moly market is still positive
* Does not expect Q2 to be dramatically different from Q1
* Shares up 8.3 percent in Toronto
(Adds CEO comments, background; in U.S. dollars unless noted)
By Euan Rocha
TORONTO, May 8 (Reuters) - Molybdenum miner Thompson Creek Metals Co (TCM.TO) does not plan any additional production cuts for now and expects molybdenum prices to rebound in the mid- to long term, Chief Executive Kevin Loughrey, said on Friday.
"Our mid- to long-term view of the moly market is still positive. We think it is going to come back and when it does, we are in a position to take advantage of it," Loughrey said in an interview with Reuters.
Molybdenum, which is used as a strengthening and anti-corrosion agent in steel and stainless steel, has seen demand and prices plummet in recent months, due to the global economic slowdown.
However, Thompson Creek's shares on the Toronto Stock Exchange surged 8.3 percent to C$9.17, after the Canadian miner posted better than expected first-quarter results late on Thursday.
The company posted a profit of $11.2 million, or 9 cents a share, down from a year-ago profit of $46.8 million, or 37 cents a share, but well above Wall Street's average forecast of a loss of 4 cents a share.
"You can't paint Q1 as a good quarter, relative to the last four quarters we've had, in terms of revenue and income. But, in terms of where the world is today and how we could have performed, I think we did well," said Loughrey. The company's average realized price for molybdenum in the first quarter was just over $10 a pound, down from over $32 per pound, a year earlier.
Thompson Creek also expects the average realized price of molybdenum, on a sequential basis, to be lower in the second quarter.
However, Loughrey does not expect second-quarter results to be dramatically different from those of the first quarter.
Furthermore, molybdenum pricing has slowly begun to move slightly higher in recent weeks. MLY-OXIDE-LON
"We are seeing more people coming into the market looking for material. They are having a harder time finding it and the price has moved up as a result," said Loughrey.
Thompson Creek is also keen to make acquisitions, as it currently carries a debtload of just $16.9 million, with available cash and cash equivalents of about $260.6 million.
"We are open to deals outside the moly space. A logical extension from the moly business, would be a copper-moly play, as the two are so interrelated both commercially and geologically," said Loughrey.
"We are not averse to looking at something outside the moly space, if it adds value and is accretive," he said.
(Reporting by Euan Rocha; editing by Rob Wilson)
http://uk.reuters.com/article/tnBasicIndustries-SP/idUKN0848…
Fri May 8, 2009 7:03pm BST
* Does not plan any more production cuts, at this time
* Mid- to long-term view of moly market is still positive
* Does not expect Q2 to be dramatically different from Q1
* Shares up 8.3 percent in Toronto
(Adds CEO comments, background; in U.S. dollars unless noted)
By Euan Rocha
TORONTO, May 8 (Reuters) - Molybdenum miner Thompson Creek Metals Co (TCM.TO) does not plan any additional production cuts for now and expects molybdenum prices to rebound in the mid- to long term, Chief Executive Kevin Loughrey, said on Friday.
"Our mid- to long-term view of the moly market is still positive. We think it is going to come back and when it does, we are in a position to take advantage of it," Loughrey said in an interview with Reuters.
Molybdenum, which is used as a strengthening and anti-corrosion agent in steel and stainless steel, has seen demand and prices plummet in recent months, due to the global economic slowdown.
However, Thompson Creek's shares on the Toronto Stock Exchange surged 8.3 percent to C$9.17, after the Canadian miner posted better than expected first-quarter results late on Thursday.
The company posted a profit of $11.2 million, or 9 cents a share, down from a year-ago profit of $46.8 million, or 37 cents a share, but well above Wall Street's average forecast of a loss of 4 cents a share.
"You can't paint Q1 as a good quarter, relative to the last four quarters we've had, in terms of revenue and income. But, in terms of where the world is today and how we could have performed, I think we did well," said Loughrey. The company's average realized price for molybdenum in the first quarter was just over $10 a pound, down from over $32 per pound, a year earlier.
Thompson Creek also expects the average realized price of molybdenum, on a sequential basis, to be lower in the second quarter.
However, Loughrey does not expect second-quarter results to be dramatically different from those of the first quarter.
Furthermore, molybdenum pricing has slowly begun to move slightly higher in recent weeks. MLY-OXIDE-LON
"We are seeing more people coming into the market looking for material. They are having a harder time finding it and the price has moved up as a result," said Loughrey.
Thompson Creek is also keen to make acquisitions, as it currently carries a debtload of just $16.9 million, with available cash and cash equivalents of about $260.6 million.
"We are open to deals outside the moly space. A logical extension from the moly business, would be a copper-moly play, as the two are so interrelated both commercially and geologically," said Loughrey.
"We are not averse to looking at something outside the moly space, if it adds value and is accretive," he said.
(Reporting by Euan Rocha; editing by Rob Wilson)
http://uk.reuters.com/article/tnBasicIndustries-SP/idUKN0848…
Antwort auf Beitrag Nr.: 37.135.819 von allesaufblau am 09.05.09 10:20:37Sorry, gerade erst gesehen!
Antwort auf Beitrag Nr.: 37.137.442 von Videomart am 09.05.09 19:28:47doppelt hält besser.
@elrond: Hast ja recht, dann wird der Freitag eben auf Montag verschoben
@elrond: Hast ja recht, dann wird der Freitag eben auf Montag verschoben
LONDON -(Dow Jones)- A sustained recovery in molybdenum demand and prices is round the corner despite weaker conditions than last year, molybdenum producer Thompson Creek Metals Co. Inc. (TCM.T) said.
The recovery will come "in the medium-term future as the world economy recovers from recession," it said.
The Canada-listed company said molybdenum prices fell for 11 of the first 13 weeks of the year, but said it was "encouraged by the upturn in price in the past two weeks."
Monthly molybdenum oxide prices averaged $8.94 a pound in the quarter to March 31, and further declined to an average $7.90/lb through April, Thompson Creek said. But the market then ended April higher, in a range of $8.30/lb to $8.80/lb, it said.
Nevertheless, based on market trends from January to April, the company expects its average realized price and sales volumes to fall in the second quarter compared with the first.
Its average realized price for molybdenum in the first quarter of 2009 was down 69% from a year earlier, at $10.14/lb.
"Downward pressure does not seem to have abated for the molybdenum price and the outlook is not rosy in the near term," analyst David Cotterell of BMO Capital Markets said in a research note this week. While several other base metals seem to have plumbed their bottoms, molybdenum continues on its downward trajectory, having fallen 75% to $8.55/lb from highs of $34.00/lb at the end of the last year, he said.
Thompson Creek left its 2009 production guidance unchanged, but said it is "well positioned ... to weather additional market weakness should it occur but also to raise production again relatively quickly when demand recovers."
Cotterell said an upside may occur if steel producers begin to restock in the event of economic growth toward the end of 2009.
Cotterell also said the Chinese market has already shown signs of improvement "both in terms of moly buying and steel making," echoing what Thompson Creek Chief Executive Kevin Loughrey had said in March. He said a number of steel makers had informed him they were ready to buy molybdenum again.
Cotterell said the liquidity offered by the London Metal Exchange's planned introduction of molybdenum contracts in 2010 may also encourage investment interest.
BMO Capital Markets forecasts an average annual price of $12.95/lb for the remainder of 2009, and $15.00/lb in 2010.
-By Michele Maatouk, Dow Jones Newswires; 44-207-842-9447; michele.maatouk@dowjones.com
The recovery will come "in the medium-term future as the world economy recovers from recession," it said.
The Canada-listed company said molybdenum prices fell for 11 of the first 13 weeks of the year, but said it was "encouraged by the upturn in price in the past two weeks."
Monthly molybdenum oxide prices averaged $8.94 a pound in the quarter to March 31, and further declined to an average $7.90/lb through April, Thompson Creek said. But the market then ended April higher, in a range of $8.30/lb to $8.80/lb, it said.
Nevertheless, based on market trends from January to April, the company expects its average realized price and sales volumes to fall in the second quarter compared with the first.
Its average realized price for molybdenum in the first quarter of 2009 was down 69% from a year earlier, at $10.14/lb.
"Downward pressure does not seem to have abated for the molybdenum price and the outlook is not rosy in the near term," analyst David Cotterell of BMO Capital Markets said in a research note this week. While several other base metals seem to have plumbed their bottoms, molybdenum continues on its downward trajectory, having fallen 75% to $8.55/lb from highs of $34.00/lb at the end of the last year, he said.
Thompson Creek left its 2009 production guidance unchanged, but said it is "well positioned ... to weather additional market weakness should it occur but also to raise production again relatively quickly when demand recovers."
Cotterell said an upside may occur if steel producers begin to restock in the event of economic growth toward the end of 2009.
Cotterell also said the Chinese market has already shown signs of improvement "both in terms of moly buying and steel making," echoing what Thompson Creek Chief Executive Kevin Loughrey had said in March. He said a number of steel makers had informed him they were ready to buy molybdenum again.
Cotterell said the liquidity offered by the London Metal Exchange's planned introduction of molybdenum contracts in 2010 may also encourage investment interest.
BMO Capital Markets forecasts an average annual price of $12.95/lb for the remainder of 2009, and $15.00/lb in 2010.
-By Michele Maatouk, Dow Jones Newswires; 44-207-842-9447; michele.maatouk@dowjones.com
Thompson Creek eyes takeover targets as signs improve
Friday 8 May 2009
Thompson Creek says it is moving closer to an acquisition with executives hopeful the molybdenum sector may be past the worst of the global economic downturn.“It might be time now to look more closely at some of these acquisitions as things start to improve and we start to have a better sense of where things are headed,” said Thompson Creek CEO Kevin Loughrey Thompson Creek during a webcast on Friday.
One sign yet to be seen is a thawing of the financial markets that would help the several stalled major molybdenum projects start to get off the ground, in Loughrey's view.
One candidate for a Thompson Creek takeover would be Adanac's Ruby Creek project in British Colombia...
...
www.metal-pages.com/news/story/39421/ (Auszug)
Friday 8 May 2009
Thompson Creek says it is moving closer to an acquisition with executives hopeful the molybdenum sector may be past the worst of the global economic downturn.“It might be time now to look more closely at some of these acquisitions as things start to improve and we start to have a better sense of where things are headed,” said Thompson Creek CEO Kevin Loughrey Thompson Creek during a webcast on Friday.
One sign yet to be seen is a thawing of the financial markets that would help the several stalled major molybdenum projects start to get off the ground, in Loughrey's view.
One candidate for a Thompson Creek takeover would be Adanac's Ruby Creek project in British Colombia...
...
www.metal-pages.com/news/story/39421/ (Auszug)
TORONTO (miningweekly.com) – Miner Thompson Creek has seen a slight firming of demand and prices for its molybdenum in recent weeks, CEO Kevin Loughrey said on Friday. But he cautioned that, while this is encouraging, it is still too early to talk about a recovery.
Molybdenum, which is used to strengthen steel, traded on the spot market above $30/lb during the first half of last year, but fell off sharply in October, dropping below $8/lb last month.
However, prices have regained some ground in recent weeks, to above $9/lb, thanks to ongoing Chinese buying and some returning demand from European buyers, which had been virtually absent from the market in the last few months, Loughrey said.
“The market is not yet what could be called strong, but we are seeing some signs of awakening.”
However, steel production levels are still low, with mills operating at below 50% capacity in most locations.
Nonetheless, the slight increase in demand, coupled with the fact that most customers have depleted their stocks of molybdenum in recent months, could mean that the market is starting to move out of a bottom.
"I do think we are seeing some signs, and obviously the price rising is the clearest sign that something is happening in the market place,” Loughrey said.
“But a few weeks or months of that doesn't make a recovery. And it takes a longer sustained period, it takes more strength and the price firming even more.”
Credit markets will also need to unfreeze, so that large infrastructure projects put on hold can start moving again, he said.
Analysts at New York-based Dahlman Rose agree that the near-term outlook for molybdenum remains cloudy.
"While we continue to believe that the economic conditions are firming, we remain concerned that it may be some time before molybdenum intensive portions of the economy meaningfully recover," Anthony Young and Anthony Rizzuto wrote in a report on Friday.
"Until we see a meaningful recovery in steel utilization and increased demand for oil country tubular goods, we will remain cautious on the outlook for molybdenum prices."
Young and Rizzuto have lowered their price forecast for molybdenum to $10/lb and $12/lb for 2009 and 2010 respectively, from $12/lb and $15/lb.
CHINA
In a dramatic change from just six months ago, about a quarter of Thompson Creek's sales in the first quarter were to Chinese buyers, Loughrey said.
Until the late last year, the firm had not made a single sale to the resource-hungry nation.
However, when the molybdenum price plunged, a big chunk of smaller, inefficient Chinese molybdenum mines were rendered unprofitable, and scores have since closed, turning the nation from a historical net exporter to a net importer of the metal.
Thompson Creek is seeing a “considerable volume” of requests from China, Loughrey said.
Further, he believes that Chinese customers are consuming most or all of the metal that they buy, rather than building up stockpiles.
All of the Chinese buying is on a spot basis, rather than long-term contracts which is the way Thompson Creek ordinarily sells most of its production.
But customers are reluctant to commit to longer term agreements because of the uncertainty surrounding the market, and so about 50% of sales are currently taking place on a spot basis, compared with 80% in 2008.
Thompson Creek produces molybdenum from its Thompson Creek mine, in Idaho, and the Endako mine, in British Columbia.
The company has curtailed production and suspended projects in response to weak demand and prices for the metal.
Shares in the company rose 8,3% on Friday, to C$9,17 apiece by 12:29 in Toronto.
MORE SERIOUS ON ACQUISITIONS
Loughrey has said on several occasions that the company would like to take advantage of low asset valuations to make a cheap acquisition, but indicated on Friday that the firm is now looking more closely at getting a deal done.
“Just as we think the market may be improving a little bit for the moly business, I think that hearkens that it might be time now to look more closely at some of these acquisitions, as things start to improve.”
Although there is no pressure to move too quickly, the company is talking internally about “several” potential transactions, and is hoping to close a deal before the end of the year, he said.
“We think there are assets out there that are for sale at relatively low prices.”
With regard to organic growth, Thompson Creek halted an expansion at Endako in December last year, a month after postponing the development of its C$109-million Davidson underground mine in Canada.
The company would need to be confident of price sustainability at at least $12/lb before it considers restarting the capital projects, Loughrey said.
Edited by: Liezel Hill
http://www.miningweekly.com/article/thompson-creek-cautiousl…
Molybdenum, which is used to strengthen steel, traded on the spot market above $30/lb during the first half of last year, but fell off sharply in October, dropping below $8/lb last month.
However, prices have regained some ground in recent weeks, to above $9/lb, thanks to ongoing Chinese buying and some returning demand from European buyers, which had been virtually absent from the market in the last few months, Loughrey said.
“The market is not yet what could be called strong, but we are seeing some signs of awakening.”
However, steel production levels are still low, with mills operating at below 50% capacity in most locations.
Nonetheless, the slight increase in demand, coupled with the fact that most customers have depleted their stocks of molybdenum in recent months, could mean that the market is starting to move out of a bottom.
"I do think we are seeing some signs, and obviously the price rising is the clearest sign that something is happening in the market place,” Loughrey said.
“But a few weeks or months of that doesn't make a recovery. And it takes a longer sustained period, it takes more strength and the price firming even more.”
Credit markets will also need to unfreeze, so that large infrastructure projects put on hold can start moving again, he said.
Analysts at New York-based Dahlman Rose agree that the near-term outlook for molybdenum remains cloudy.
"While we continue to believe that the economic conditions are firming, we remain concerned that it may be some time before molybdenum intensive portions of the economy meaningfully recover," Anthony Young and Anthony Rizzuto wrote in a report on Friday.
"Until we see a meaningful recovery in steel utilization and increased demand for oil country tubular goods, we will remain cautious on the outlook for molybdenum prices."
Young and Rizzuto have lowered their price forecast for molybdenum to $10/lb and $12/lb for 2009 and 2010 respectively, from $12/lb and $15/lb.
CHINA
In a dramatic change from just six months ago, about a quarter of Thompson Creek's sales in the first quarter were to Chinese buyers, Loughrey said.
Until the late last year, the firm had not made a single sale to the resource-hungry nation.
However, when the molybdenum price plunged, a big chunk of smaller, inefficient Chinese molybdenum mines were rendered unprofitable, and scores have since closed, turning the nation from a historical net exporter to a net importer of the metal.
Thompson Creek is seeing a “considerable volume” of requests from China, Loughrey said.
Further, he believes that Chinese customers are consuming most or all of the metal that they buy, rather than building up stockpiles.
All of the Chinese buying is on a spot basis, rather than long-term contracts which is the way Thompson Creek ordinarily sells most of its production.
But customers are reluctant to commit to longer term agreements because of the uncertainty surrounding the market, and so about 50% of sales are currently taking place on a spot basis, compared with 80% in 2008.
Thompson Creek produces molybdenum from its Thompson Creek mine, in Idaho, and the Endako mine, in British Columbia.
The company has curtailed production and suspended projects in response to weak demand and prices for the metal.
Shares in the company rose 8,3% on Friday, to C$9,17 apiece by 12:29 in Toronto.
MORE SERIOUS ON ACQUISITIONS
Loughrey has said on several occasions that the company would like to take advantage of low asset valuations to make a cheap acquisition, but indicated on Friday that the firm is now looking more closely at getting a deal done.
“Just as we think the market may be improving a little bit for the moly business, I think that hearkens that it might be time now to look more closely at some of these acquisitions, as things start to improve.”
Although there is no pressure to move too quickly, the company is talking internally about “several” potential transactions, and is hoping to close a deal before the end of the year, he said.
“We think there are assets out there that are for sale at relatively low prices.”
With regard to organic growth, Thompson Creek halted an expansion at Endako in December last year, a month after postponing the development of its C$109-million Davidson underground mine in Canada.
The company would need to be confident of price sustainability at at least $12/lb before it considers restarting the capital projects, Loughrey said.
Edited by: Liezel Hill
http://www.miningweekly.com/article/thompson-creek-cautiousl…
Thompson Creek eyes takeover targets as signs improve
SÃO PAULO (Metal-Pages) 08-May-08
Thompson Creek says it is moving closer to an acquisition with executives hopeful the molybdenum sector may be past the worst of the global economic downturn. “It might be time now to look more closely at some of these acquisitions as things start to improve and we start to have a better sense of where things are headed,” said Thompson Creek CEO Kevin Loughrey during a webcast on Friday.
Thompson Creek says there are assets available at attractive prices but should the company make a move, it wouldn't necessarily spell the end for its Endako or Davidson mines, which have been put on hold until molybdenum prices recover.
One sign yet to be seen is a thawing of the financial markets that would help the several stalled major molybdenum projects start to get off the ground, in Loughrey's view.
One candidate for a Thompson Creek takeover would be Adanac's Ruby Creek project in British Colombia, which has been limping along in administration since before Christmas, as management considers all options in a bid to find a way out of its current financial plight.
While the picture has looked better of late with molybdenum prices having started to rise again to $ 9-9.60/lb in Europe, after dropping below $ 8/lb, nothing is being taken for granted in what has been billed the worst economic downturn in more than 60 years.
Following earlier revisions, Thompson Creek expects production and sales to come in at between 20 to 24 million lbs this year.
A little more than 50% of the company's sales are being sold on contract compared with around 75% in normal times, with customers unwilling to commit themselves in the face of current market uncertainty. “Longer term what we thought of as the traditional contract scheme will reassert itself,” Loughrey said.
Thompson Creek says it is now selling around a quarter of its production to China through spot business, having previously never sold there until the beginning of this year.
On previous a visit to China Loughrey said he saw larger, more efficient mines running on more or less the same scale as his own company and a clutch of smaller mining operations that make up a significant proportion of China's output.
Loughrey said he would not have been surprised, given the smaller mines' inefficiencies and sub-standard health and safety conditions -- compared with North American standards -- to see them go out of business when molybdenum prices fell, leading to a supply gap, which has sent Chinese buyers scouring overseas markets for material.
On Thursday, Thompson Creek posted first quarter net earnings of $ 11.2 million a fall of 76.1%, with the company blaming vastly reduced prices brought on by the global economic slowdown. In the same period last year, the company posted earnings of $ 46.8 million. The company said it saw a 69% reduction in the average realised price of molybdenum and upgraded product sales to $ 10.14 /lb in the first quarter versus $ 32.69/lb a year earlier.
Molybdenum production in the first quarter of 2009 was 6.1 million lbs, up from 5.6 million pounds in the same period last year.
Weighted-average cash costs were reduced to $ 5.93/lb produced in the first quarter versus $ 8.29/lb in the opening quarter of 2008.
Cash costs for this year have been revised to $ 6.25- $ 7.25/lb from the previous $ 7.25-$8.25/lb.
Molybdenum trioxide is currently fetching $ 9-9.60/lb in Europe.
[Photo:Thompson Creek]
www.metal-pages.com/news/story/39421/(Auszug)
SÃO PAULO (Metal-Pages) 08-May-08
Thompson Creek says it is moving closer to an acquisition with executives hopeful the molybdenum sector may be past the worst of the global economic downturn. “It might be time now to look more closely at some of these acquisitions as things start to improve and we start to have a better sense of where things are headed,” said Thompson Creek CEO Kevin Loughrey during a webcast on Friday.
Thompson Creek says there are assets available at attractive prices but should the company make a move, it wouldn't necessarily spell the end for its Endako or Davidson mines, which have been put on hold until molybdenum prices recover.
One sign yet to be seen is a thawing of the financial markets that would help the several stalled major molybdenum projects start to get off the ground, in Loughrey's view.
One candidate for a Thompson Creek takeover would be Adanac's Ruby Creek project in British Colombia, which has been limping along in administration since before Christmas, as management considers all options in a bid to find a way out of its current financial plight.
While the picture has looked better of late with molybdenum prices having started to rise again to $ 9-9.60/lb in Europe, after dropping below $ 8/lb, nothing is being taken for granted in what has been billed the worst economic downturn in more than 60 years.
Following earlier revisions, Thompson Creek expects production and sales to come in at between 20 to 24 million lbs this year.
A little more than 50% of the company's sales are being sold on contract compared with around 75% in normal times, with customers unwilling to commit themselves in the face of current market uncertainty. “Longer term what we thought of as the traditional contract scheme will reassert itself,” Loughrey said.
Thompson Creek says it is now selling around a quarter of its production to China through spot business, having previously never sold there until the beginning of this year.
On previous a visit to China Loughrey said he saw larger, more efficient mines running on more or less the same scale as his own company and a clutch of smaller mining operations that make up a significant proportion of China's output.
Loughrey said he would not have been surprised, given the smaller mines' inefficiencies and sub-standard health and safety conditions -- compared with North American standards -- to see them go out of business when molybdenum prices fell, leading to a supply gap, which has sent Chinese buyers scouring overseas markets for material.
On Thursday, Thompson Creek posted first quarter net earnings of $ 11.2 million a fall of 76.1%, with the company blaming vastly reduced prices brought on by the global economic slowdown. In the same period last year, the company posted earnings of $ 46.8 million. The company said it saw a 69% reduction in the average realised price of molybdenum and upgraded product sales to $ 10.14 /lb in the first quarter versus $ 32.69/lb a year earlier.
Molybdenum production in the first quarter of 2009 was 6.1 million lbs, up from 5.6 million pounds in the same period last year.
Weighted-average cash costs were reduced to $ 5.93/lb produced in the first quarter versus $ 8.29/lb in the opening quarter of 2008.
Cash costs for this year have been revised to $ 6.25- $ 7.25/lb from the previous $ 7.25-$8.25/lb.
Molybdenum trioxide is currently fetching $ 9-9.60/lb in Europe.
[Photo:Thompson Creek]
www.metal-pages.com/news/story/39421/(Auszug)
European ferromolybdenum prices soar on rising demand
Quelle: http://steelguru.com/news/index/2009/05/08/OTM2MzA%3D/Europe…
Quelle: http://steelguru.com/news/index/2009/05/08/OTM2MzA%3D/Europe…
Interview with Thompson Creek CEO Kevin Loughrey
by: The Wall Street Transcript May 11, 2009 | about stocks: TC
The Wall Street Transcript recently interviewed Kevin Loughrey, Chairman of the Board and Chief Executive Officer of Thompson Creek Metals Company Inc. (TC). Key excerpts follow:
TWST: Let's begin with a brief historical sketch of the company and a picture of the things you're doing at the present time.
Mr. Loughrey: Thompson Creek is a molybdenum company and we have existed in our current format since October 26, 2006, when there was a merger between an existing small Toronto Stock Exchange company known as Blue Pearl and Thompson Creek. Blue Pearl was a very small company and it was what I think of as almost a reverse merger, where the surviving entity was Blue Pearl. Prior to that time, Thompson Creek had been a private company solely engaged in the business of mining and selling molybdenum. So the two companies came together in 2006 and became public on the Toronto Stock Exchange. In 2007, we were listed on the New York Stock Exchange and we're now a public company in that setting. What we do is mine molybdenum.
We have two operating molybdenum properties. One is a large surface mine in Idaho known as Thompson Creek Mine and the other is a large surface mine in British Columbia known as the Endako mine. In Endako we own 75%, and the other 25% is owned by a large Japanese trading concern called Sojitz Corporation. They've been very good partners for us there for over 10 years. The two mines produce molybdenum.
At Endako, because we have a roaster there, we produce the commercial-grade product, which is called molybdenum tech-oxide. At Thompson Creek, we produce molybdenum disulfide through our mill and then we truck that concentrate material to our Langeloth Metallurgical Facility located in western Pennsylvania where we take sulfide and roast it to remove the sulfur and produce molybdenum tech oxide, the salable product in the industry. Molybdenum is used as an alloying agent in steel, primarily. It hardens steel, makes steel stronger and less brittle in high and low temperature applications, and it also lends anti-corrosive properties to steel.
So molybdenum is used in the formula to create stainless steel. Molybdenum also has a wide variety of other uses. Probably the primary one, outside of that steel business, is as a catalyst. In petroleum hydrocracking, molybdenum is a sulfur attractant, so as more petroleum becomes dirtier, if you will, containing higher percentages of sulfur, you take the molybdenum and use it as part of the catalyst formula, which attracts the sulfur out and cleans the petroleum into a salable product. It is used in a variety of other applications: high-speed tools, drills, cast iron. It is used primarily in large industrial applications such as oilfield drilling, in petrochemical, in chemical and in refinery plants as a catalyst, as I mentioned. It's used in all kinds of power plant applications. It's used somewhat in automobiles. It's not used very much in residential or consumer uses, so the movement in that market doesn't mean much molybdenum demand.
So that's what we do. We mine, process and sell molybdenum, which is used in the steel industry.
TWST: I understand that the uses of molybdenum may increase over the next few years and that it will be more widely used in things like car manufacturing.
Mr. Loughrey: Yes, there is a growing use of molybdenum. In almost all its areas, molybdenum use is growing, if you take a longer-term trend. Unfortunately, as with a lot of other industries, the very short-term trend is that demand is down somewhat as a result of the economic conditions. But if you step back and look at the longer-term trends, molybdenum is being used in more and more products, so lot of the things that molybdenum does are very en vogue, if you will. In an automobile, it reduces weight, strengthens the automobile, and makes it somewhat more fuel-efficient. It's used in the linings of pistons.
It's also starting to be used in certain motor oils. So there is more use of molybdenum in vehicles. We think right now, and it is kind of hard to say exactly because it gets dispersed throughout a wide variety of products, but something in the range of a pound of molybdenum is used in a typical western world car, which is not a large percentage amount.
But we think that's going to grow and it's growing in other areas. The catalyst area, for example, that I mentioned earlier, has seen more molybdenum; petroleum has more sulfur and cleaner petroleum products are becoming mandated by governments all over the world. Nuclear power plants, which we believe will be a growing industry in the future, also use a high degree of molybdenum. The variety of uses of molybdenum, the percentage of use in the product, is all growing.
TWST: You are a molybdenum pure play. What are the advantages and disadvantages of that?
Mr. Loughrey: It allows us obviously to be focusing on a very manageable sector of the economy. We know the molybdenum business very well. We're very attractive as producers to the customers; we have long-standing relationships with our customers. They know that we know and rely upon the moly business and it's enabled us to become regarded as a leading producer in the field. People come to us for moly, they know the quality of the moly, they know it is what we do and that is good customer relations. From a financial standpoint, we have been attracted to people who are looking to find a way to play the moly business. The only two other producing pure moly companies are both Chinese entities; other than that, we're the only one. So it's been helpful from a financial standpoint. Obviously, when the moly price was very high, it enabled us to be very profitable. We made big amounts of cash during the times when moly prices were high.
The flip side of that, the downside, is when the moly price is low then we have nowhere to hide; there is no place to go. We're reliant upon molybdenum for our revenue and the moly price is low right now, so it's a difficult time. Fortunately for us, we have been smart in the way we've gone about managing our business and our balance sheet is very strong. We have over $250 million in cash in the bank and we have very little debt, less than $20 million of debt, all of it related to sort of longer-term equipment financing debt, so no balloon payments coming due any time soon like some of the mining companies are faced with.
The balance sheet is strong, which enables us to get through these difficult times and come out producing when the moly price comes back. It also puts us in a position to look and see what else is out there in terms of producing assets and see if there is an opportunity for us to do some acquisition work at a time when prices for those assets are at historic lows.
TWST: What is the picture that you hope would emerge for Thompson Creek in three to five years?
Mr. Loughrey: I think we're in very good shape in the three to five year time frame. Our balance sheet today is strong, which will ensure that we can maintain and continue doing business, even with these depressed prices, for some time. We have opportunities to grow internally and externally, and I think it's conceivable that we'll get more molybdenum properties, or perhaps expand outside the molybdenum area into a more diverse source of revenue stream for us. We have the management expertise and the experience within the company to do that. We have the financial strength to do it, and I think we have the engine of revenue in terms of molybdenum and the molybdenum industry. So I think the future for our company strategically, in the time frame you mentioned, is quite good.
http://seekingalpha.com/article/136856-interview-with-thomps…
by: The Wall Street Transcript May 11, 2009 | about stocks: TC
The Wall Street Transcript recently interviewed Kevin Loughrey, Chairman of the Board and Chief Executive Officer of Thompson Creek Metals Company Inc. (TC). Key excerpts follow:
TWST: Let's begin with a brief historical sketch of the company and a picture of the things you're doing at the present time.
Mr. Loughrey: Thompson Creek is a molybdenum company and we have existed in our current format since October 26, 2006, when there was a merger between an existing small Toronto Stock Exchange company known as Blue Pearl and Thompson Creek. Blue Pearl was a very small company and it was what I think of as almost a reverse merger, where the surviving entity was Blue Pearl. Prior to that time, Thompson Creek had been a private company solely engaged in the business of mining and selling molybdenum. So the two companies came together in 2006 and became public on the Toronto Stock Exchange. In 2007, we were listed on the New York Stock Exchange and we're now a public company in that setting. What we do is mine molybdenum.
We have two operating molybdenum properties. One is a large surface mine in Idaho known as Thompson Creek Mine and the other is a large surface mine in British Columbia known as the Endako mine. In Endako we own 75%, and the other 25% is owned by a large Japanese trading concern called Sojitz Corporation. They've been very good partners for us there for over 10 years. The two mines produce molybdenum.
At Endako, because we have a roaster there, we produce the commercial-grade product, which is called molybdenum tech-oxide. At Thompson Creek, we produce molybdenum disulfide through our mill and then we truck that concentrate material to our Langeloth Metallurgical Facility located in western Pennsylvania where we take sulfide and roast it to remove the sulfur and produce molybdenum tech oxide, the salable product in the industry. Molybdenum is used as an alloying agent in steel, primarily. It hardens steel, makes steel stronger and less brittle in high and low temperature applications, and it also lends anti-corrosive properties to steel.
So molybdenum is used in the formula to create stainless steel. Molybdenum also has a wide variety of other uses. Probably the primary one, outside of that steel business, is as a catalyst. In petroleum hydrocracking, molybdenum is a sulfur attractant, so as more petroleum becomes dirtier, if you will, containing higher percentages of sulfur, you take the molybdenum and use it as part of the catalyst formula, which attracts the sulfur out and cleans the petroleum into a salable product. It is used in a variety of other applications: high-speed tools, drills, cast iron. It is used primarily in large industrial applications such as oilfield drilling, in petrochemical, in chemical and in refinery plants as a catalyst, as I mentioned. It's used in all kinds of power plant applications. It's used somewhat in automobiles. It's not used very much in residential or consumer uses, so the movement in that market doesn't mean much molybdenum demand.
So that's what we do. We mine, process and sell molybdenum, which is used in the steel industry.
TWST: I understand that the uses of molybdenum may increase over the next few years and that it will be more widely used in things like car manufacturing.
Mr. Loughrey: Yes, there is a growing use of molybdenum. In almost all its areas, molybdenum use is growing, if you take a longer-term trend. Unfortunately, as with a lot of other industries, the very short-term trend is that demand is down somewhat as a result of the economic conditions. But if you step back and look at the longer-term trends, molybdenum is being used in more and more products, so lot of the things that molybdenum does are very en vogue, if you will. In an automobile, it reduces weight, strengthens the automobile, and makes it somewhat more fuel-efficient. It's used in the linings of pistons.
It's also starting to be used in certain motor oils. So there is more use of molybdenum in vehicles. We think right now, and it is kind of hard to say exactly because it gets dispersed throughout a wide variety of products, but something in the range of a pound of molybdenum is used in a typical western world car, which is not a large percentage amount.
But we think that's going to grow and it's growing in other areas. The catalyst area, for example, that I mentioned earlier, has seen more molybdenum; petroleum has more sulfur and cleaner petroleum products are becoming mandated by governments all over the world. Nuclear power plants, which we believe will be a growing industry in the future, also use a high degree of molybdenum. The variety of uses of molybdenum, the percentage of use in the product, is all growing.
TWST: You are a molybdenum pure play. What are the advantages and disadvantages of that?
Mr. Loughrey: It allows us obviously to be focusing on a very manageable sector of the economy. We know the molybdenum business very well. We're very attractive as producers to the customers; we have long-standing relationships with our customers. They know that we know and rely upon the moly business and it's enabled us to become regarded as a leading producer in the field. People come to us for moly, they know the quality of the moly, they know it is what we do and that is good customer relations. From a financial standpoint, we have been attracted to people who are looking to find a way to play the moly business. The only two other producing pure moly companies are both Chinese entities; other than that, we're the only one. So it's been helpful from a financial standpoint. Obviously, when the moly price was very high, it enabled us to be very profitable. We made big amounts of cash during the times when moly prices were high.
The flip side of that, the downside, is when the moly price is low then we have nowhere to hide; there is no place to go. We're reliant upon molybdenum for our revenue and the moly price is low right now, so it's a difficult time. Fortunately for us, we have been smart in the way we've gone about managing our business and our balance sheet is very strong. We have over $250 million in cash in the bank and we have very little debt, less than $20 million of debt, all of it related to sort of longer-term equipment financing debt, so no balloon payments coming due any time soon like some of the mining companies are faced with.
The balance sheet is strong, which enables us to get through these difficult times and come out producing when the moly price comes back. It also puts us in a position to look and see what else is out there in terms of producing assets and see if there is an opportunity for us to do some acquisition work at a time when prices for those assets are at historic lows.
TWST: What is the picture that you hope would emerge for Thompson Creek in three to five years?
Mr. Loughrey: I think we're in very good shape in the three to five year time frame. Our balance sheet today is strong, which will ensure that we can maintain and continue doing business, even with these depressed prices, for some time. We have opportunities to grow internally and externally, and I think it's conceivable that we'll get more molybdenum properties, or perhaps expand outside the molybdenum area into a more diverse source of revenue stream for us. We have the management expertise and the experience within the company to do that. We have the financial strength to do it, and I think we have the engine of revenue in terms of molybdenum and the molybdenum industry. So I think the future for our company strategically, in the time frame you mentioned, is quite good.
http://seekingalpha.com/article/136856-interview-with-thomps…
Antwort auf Beitrag Nr.: 37.142.578 von allesaufblau am 11.05.09 11:19:06Vorallem die Zukunftseinschätzungen stimmen optimistisch.
Deutsche Bank Maintains a 'Buy' Rating on Thompson Creek (TC); Raises Price Target & Estimates
More News related to Analyst Comments
May 11, 2009 9:47 AM EDT
Deutsche Bank maintains a 'Buy' rating on Thompson Creek (NYSE: TC), raises price target from $6 to $9.
Deutsche analyst says, "Following 1Q09 results we provide a more detailed discussion and update our model to reflect latest management guidance. Our EPS estimate goes to US$0.24 for 2009 (vs. - US$0.03 prior) and remains unchanged for 2010 at US$0.51. Our 2009 EPS estimate has benefited from lower cost guidance and higher expected realized prices."
"Thompson Creek's 1Q09 conference call delivered several key pieces of news: 1) TC continues to look at acquisition opportunities and believes that there are viable acquisition assets available for sale at historically low prices. 2) China accounted for 25% of TC's 1Q09 sales (first moly sale to China in late 4Q08), all of which were sold on the spot market. 3) 2009 company cash cost guidance cut 13% to US$6.75/lb vs. US$7.75/lb prior."
Thompson Creek Metals Company Inc. (Thompson Creek) is a Canadian molybdenum mining company with vertically integrated mining, milling, processing and marketing operations in Canada and the United States.
http://www.streetinsider.com/Analyst+Comments/Deutsche+Bank+…
wohlgemerkt 9 US $
More News related to Analyst Comments
May 11, 2009 9:47 AM EDT
Deutsche Bank maintains a 'Buy' rating on Thompson Creek (NYSE: TC), raises price target from $6 to $9.
Deutsche analyst says, "Following 1Q09 results we provide a more detailed discussion and update our model to reflect latest management guidance. Our EPS estimate goes to US$0.24 for 2009 (vs. - US$0.03 prior) and remains unchanged for 2010 at US$0.51. Our 2009 EPS estimate has benefited from lower cost guidance and higher expected realized prices."
"Thompson Creek's 1Q09 conference call delivered several key pieces of news: 1) TC continues to look at acquisition opportunities and believes that there are viable acquisition assets available for sale at historically low prices. 2) China accounted for 25% of TC's 1Q09 sales (first moly sale to China in late 4Q08), all of which were sold on the spot market. 3) 2009 company cash cost guidance cut 13% to US$6.75/lb vs. US$7.75/lb prior."
Thompson Creek Metals Company Inc. (Thompson Creek) is a Canadian molybdenum mining company with vertically integrated mining, milling, processing and marketing operations in Canada and the United States.
http://www.streetinsider.com/Analyst+Comments/Deutsche+Bank+…
wohlgemerkt 9 US $
MaybachFinancial.com Posts Free Analyst Report on VIA-B, TC, TLAB and SEIC
http://pr-canada.net/index.php?option=com_content&task=view&…
nur nach Anmeldung (angeblich kostenlos, habs nicht ausprobiert, kein Bock auf Spam)...
http://pr-canada.net/index.php?option=com_content&task=view&…
nur nach Anmeldung (angeblich kostenlos, habs nicht ausprobiert, kein Bock auf Spam)...
wenn man diese empfehlung als grundlage nimmt,Thompson Creek neutral (Credit Suisse Group )
Rating-Update:
Zürich (aktiencheck.de AG) - R. Profiti, Analyst der Credit Suisse, stuft die Aktie von Thompson Creek (ISIN CA8847681027/ WKN A0MR6Q) mit dem Rating "neutral" ein. Das Kursziel werde bei 5 CAD gesehen. (23.03.2009/ac/a/u)
Analyse-Datum: 23.03.2009
Analyst: Credit Suisse Group
Rating des Analysten: neutral
Quelle:aktiencheck.de 23.03.2009 16:07
dann können die 15 dollar ruhig kommen.anschließend gibts weitere empfehlungen mit wieder 15$.wenn tcm bei 15.-$ steht.
Rating-Update:
Zürich (aktiencheck.de AG) - R. Profiti, Analyst der Credit Suisse, stuft die Aktie von Thompson Creek (ISIN CA8847681027/ WKN A0MR6Q) mit dem Rating "neutral" ein. Das Kursziel werde bei 5 CAD gesehen. (23.03.2009/ac/a/u)
Analyse-Datum: 23.03.2009
Analyst: Credit Suisse Group
Rating des Analysten: neutral
Quelle:aktiencheck.de 23.03.2009 16:07
dann können die 15 dollar ruhig kommen.anschließend gibts weitere empfehlungen mit wieder 15$.wenn tcm bei 15.-$ steht.
Antwort auf Beitrag Nr.: 37.146.774 von petersylvester am 11.05.09 18:27:14Wenn ich so arbeiten würde wie die Profis könnte ich es mir nicht mehr leisten zu investieren, es sei denn ich hätte einen Job bei denen...
eifel
eifel
Antwort auf Beitrag Nr.: 37.149.780 von eifelcash am 11.05.09 23:54:23Hallo eifelcash!
Man braucht sich nur folgende Experten-Empfehlung anzusehen,
die läßt keine Wünsche offen...
Gruß
Vm
Analysen - Updates
18.02.2009
Quadra Mining "sell" UBS
http://www.rohstoffecheck.de/news/drucke_news.m?menue=Analys…
Und die anschließende Performance:
Man braucht sich nur folgende Experten-Empfehlung anzusehen,
die läßt keine Wünsche offen...
Gruß
Vm
Analysen - Updates
18.02.2009
Quadra Mining "sell" UBS
http://www.rohstoffecheck.de/news/drucke_news.m?menue=Analys…
Und die anschließende Performance:
Antwort auf Beitrag Nr.: 37.149.814 von Videomart am 12.05.09 00:08:50Schönes Beispiel Video....
...wie werden die eigentlich bezahlt?
Gruß,
Eifel
...wie werden die eigentlich bezahlt?
Gruß,
Eifel
das die datenübertrageungen in der heutigen zeit so mies sein müssen.
Börse Kurs +/- % Zeit
Lang & Schwarz 11,68 5,94 103,65% 08:03
Börse Kurs +/- % Zeit
Lang & Schwarz 11,68 5,94 103,65% 08:03
Industrial Info Identifies $4.7 Trillion in Future Projects Worldwide
SUGAR LAND--May 5, 2009--Researched by Industrial Info Resources (Sugar Land, Texas)--More than $1 trillion worth of capital projects has been affected by the worldwide economic downturn. Over the past 12 months and nearly 30,000 project updates later, Industrial Info has identified 1,785 capital projects worth $154 billion that were placed on hold or canceled, and 3,138 projects worth $858 billion that have been delayed and moved out to 2010 and beyond. However, there are 15,700 future projects worth $4.7 trillion worldwide.
www.industrialinfo.com
nette Seite, einiges allerdings nur als Premiummitglied lesbar...
SUGAR LAND--May 5, 2009--Researched by Industrial Info Resources (Sugar Land, Texas)--More than $1 trillion worth of capital projects has been affected by the worldwide economic downturn. Over the past 12 months and nearly 30,000 project updates later, Industrial Info has identified 1,785 capital projects worth $154 billion that were placed on hold or canceled, and 3,138 projects worth $858 billion that have been delayed and moved out to 2010 and beyond. However, there are 15,700 future projects worth $4.7 trillion worldwide.
www.industrialinfo.com
nette Seite, einiges allerdings nur als Premiummitglied lesbar...
In London dürften Analystenkommentare die Minenwerte in Bewegung bringen: Citigroup erhöhte die Kursziele für diesen Sektor. So hob die Bank beispielsweise das Kursziel für Kazakhmys <KAZ.ISE> <KQ1.FSE> mehr als das Doppelte. Auch Rhodia <PRHA.PSE> <RHD.FSE> dürften dank sehr positiver Analystenkommentare in Schwung kommen./sf/fat
AXC0067 2009-05-12/08:46
AXC0067 2009-05-12/08:46
Antwort auf Beitrag Nr.: 37.150.188 von eifelcash am 12.05.09 07:50:43... ich sag nur Geraint Anderson aka. Cityboy.
http://www.cityboy.biz/
Die Doku dazu:
http://video.google.de/videoplay?docid=2855150357784376029
Buch war auch ganz nett.
LG,
nudel
http://www.cityboy.biz/
Die Doku dazu:
http://video.google.de/videoplay?docid=2855150357784376029
Buch war auch ganz nett.
LG,
nudel
vorbörslich gehts an der NYSE ja schon ganz schön ab.
10.000 St. für 7.99. I smell short-sweat
10.000 St. für 7.99. I smell short-sweat
Antwort auf Beitrag Nr.: 37.154.556 von allesaufblau am 12.05.09 14:54:07Was ist da los
Antwort auf Beitrag Nr.: 37.154.958 von Clowny am 12.05.09 15:25:03bis oktober gehts seitwärts um im dezember bei 10.-€ zu stehn.
General Motors -21%!
Na, wer hat Mut, jetzt richtig zuzuschlagen???
Na, wer hat Mut, jetzt richtig zuzuschlagen???
Servus miteinander.
Antwort auf Beitrag Nr.: 37.156.208 von Videomart am 12.05.09 16:54:14Besser ist es natürlich, in aussichtsreiche Aktien wie TCM einzusteigen...
Antwort auf Beitrag Nr.: 37.150.542 von allesaufblau am 12.05.09 08:56:36Hi allesaufblau, kannst du bitte bitte den link über rhodia schicken? oder welche kursempfehlung abgegeben wurde. bin da investiert und überlege nochmal nachzulegen? danke schonmal
Antwort auf Beitrag Nr.: 37.156.628 von gbecker am 12.05.09 17:28:57Hi, sorry dazu gabs keinen link, war nur ne Meldung.
Antwort auf Beitrag Nr.: 37.156.452 von Videomart am 12.05.09 17:14:06also ich finde diesen chart inzwischen viel interessanter
aber interessant, wie sich die "Balken" gleichen
aber interessant, wie sich die "Balken" gleichen
Antwort auf Beitrag Nr.: 37.157.026 von allesaufblau am 12.05.09 18:03:56Ich habe eben zweimal hinschauen müssen. Die Balken sind geradezu identisch. Seltsam
Antwort auf Beitrag Nr.: 37.156.208 von Videomart am 12.05.09 16:54:14General Motors -21%!
Na, wer hat Mut, jetzt richtig zuzuschlagen???
Warum, gab es wieder eine so eine qualifizierte Kaufempfehlung wie diese:
NEW YORK (dpa-AFX) -
Die Citigroup hat Ford Motor (F.NYS) (FMC1.FSE) von "Hold" auf "Sell" abgestuft (...)
Anleger sollten ihre Ford-Aktien in Papiere von General Motors (GM) (GM.NYS) (GMC.FSE) tauschen.
Diese böten langfristig gesehen das besser Chance-Risiko-Profil.
( Von der Chrysler-, und GM-Pleite wird langfristig Ford stark profitieren, mit Blick in mein Depot waren aber auch schon die letzten Monate bemerkenswert )
http://www.sueddeutsche.de/wirtschaft/615/468182/text/
Na, wer hat Mut, jetzt richtig zuzuschlagen???
Warum, gab es wieder eine so eine qualifizierte Kaufempfehlung wie diese:
NEW YORK (dpa-AFX) -
Die Citigroup hat Ford Motor (F.NYS) (FMC1.FSE) von "Hold" auf "Sell" abgestuft (...)
Anleger sollten ihre Ford-Aktien in Papiere von General Motors (GM) (GM.NYS) (GMC.FSE) tauschen.
Diese böten langfristig gesehen das besser Chance-Risiko-Profil.
( Von der Chrysler-, und GM-Pleite wird langfristig Ford stark profitieren, mit Blick in mein Depot waren aber auch schon die letzten Monate bemerkenswert )
http://www.sueddeutsche.de/wirtschaft/615/468182/text/
Antwort auf Beitrag Nr.: 37.157.707 von Barcaman am 12.05.09 19:05:23General Motors -21%!
Na, wer hat Mut, jetzt richtig zuzuschlagen???
Warum, gab es wieder eine so eine qualifizierte Kaufempfehlung wie diese:
NEW YORK (dpa-AFX) -
Die Citigroup hat Ford Motor (F.NYS) (FMC1.FSE) von "Hold" auf "Sell" abgestuft (...)
Anleger sollten ihre Ford-Aktien in Papiere von General Motors (GM) (GM.NYS) (GMC.FSE) tauschen.
Diese böten langfristig gesehen das besser Chance-Risiko-Profil. lachen
Wie ich heute im Radio gehört habe, hat der Vorstand oder Aufsichtsrat (weiß ich jetzt nicht so genau) seine Aktienpakete verkauft.
Warum wohl? die Zukunft wird wohl nicht so rosig aussehen, ich würde mich da jetzt nicht dran trauen.
Gruß Strateko
Na, wer hat Mut, jetzt richtig zuzuschlagen???
Warum, gab es wieder eine so eine qualifizierte Kaufempfehlung wie diese:
NEW YORK (dpa-AFX) -
Die Citigroup hat Ford Motor (F.NYS) (FMC1.FSE) von "Hold" auf "Sell" abgestuft (...)
Anleger sollten ihre Ford-Aktien in Papiere von General Motors (GM) (GM.NYS) (GMC.FSE) tauschen.
Diese böten langfristig gesehen das besser Chance-Risiko-Profil. lachen
Wie ich heute im Radio gehört habe, hat der Vorstand oder Aufsichtsrat (weiß ich jetzt nicht so genau) seine Aktienpakete verkauft.
Warum wohl? die Zukunft wird wohl nicht so rosig aussehen, ich würde mich da jetzt nicht dran trauen.
Gruß Strateko
Moly tags may have bounced off bottom in US
By Mick BowenPublished: May 11 2009 4:3PM
Prices for molybdenum in the United States have risen slightly during the past three weeks, giving rise to hopes among some traders and producers that they've finally lifted off the bottom.
Current prices for canned molybdic oxide range from $9 to $9.50 a pound, a far cry from last year's average of more than $30 but nevertheless an improvement from a low of $7.50 a pound last month, market sources said.
"Moly is one of the few bright spots, but it's all about China," a trader said. "There is no demand from Western consumers."
China became a net importer of molybdenum this year, and in March alone imported more molybdenum concentrate and molybdic oxide than it did in all of 2008. Chinese molybdenum imports skyrocketed 876 percent to 14,447 tonnes in the first quarter of this year, while exports sank 69 percent...
...
http://www.amm.com/login/denied_empty/2009-05-11__16-03-27.h…
By Mick BowenPublished: May 11 2009 4:3PM
Prices for molybdenum in the United States have risen slightly during the past three weeks, giving rise to hopes among some traders and producers that they've finally lifted off the bottom.
Current prices for canned molybdic oxide range from $9 to $9.50 a pound, a far cry from last year's average of more than $30 but nevertheless an improvement from a low of $7.50 a pound last month, market sources said.
"Moly is one of the few bright spots, but it's all about China," a trader said. "There is no demand from Western consumers."
China became a net importer of molybdenum this year, and in March alone imported more molybdenum concentrate and molybdic oxide than it did in all of 2008. Chinese molybdenum imports skyrocketed 876 percent to 14,447 tonnes in the first quarter of this year, while exports sank 69 percent...
...
http://www.amm.com/login/denied_empty/2009-05-11__16-03-27.h…
Schon bemerkenswert:
Im Februar 2007, als TCM(BPM) 700.000$ pro Tag verdiente, stand der Aktienkurs zeitweilig bei 4,65Can$, heute, wo die Gesellschaft nicht einen einzigen Cent verdient, steht der Kurs doppelt so hoch...
Im Februar 2007, als TCM(BPM) 700.000$ pro Tag verdiente, stand der Aktienkurs zeitweilig bei 4,65Can$, heute, wo die Gesellschaft nicht einen einzigen Cent verdient, steht der Kurs doppelt so hoch...
Antwort auf Beitrag Nr.: 37.159.378 von Videomart am 12.05.09 21:48:554,65 Euro waren es natürlich, sorry...
Antwort auf Beitrag Nr.: 37.159.378 von Videomart am 12.05.09 21:48:55Wieso komisch? Wird an der Börse nicht die Zukunft gehandelt? Und die sah 2007 nicht rosig aus, was sich ja bewahrheitete.
TH?
Dann 6€ morgen!
Stück für Stück.
Ich bin endlich wieder mit alllllen shares in TCM im Plus (seit 5,70)
ANTI
Dann 6€ morgen!
Stück für Stück.
Ich bin endlich wieder mit alllllen shares in TCM im Plus (seit 5,70)
ANTI
auf tageshoch geschlossen.
war schon ewig nicht mehr der fall.
war schon ewig nicht mehr der fall.
Antwort auf Beitrag Nr.: 37.159.579 von petersylvester am 12.05.09 22:07:18sieht recht erfreulich aus
bisher keine großen Gewinnmitnahmen
Anscheinend sind die Aussichten doch positiv
bisher keine großen Gewinnmitnahmen
Anscheinend sind die Aussichten doch positiv
Antwort auf Beitrag Nr.: 37.159.554 von Bohnebeitel am 12.05.09 22:04:39Und die sah 2007 nicht rosig aus, was sich ja bewahrheitete.
Wie bitte?????
Am 6. November 2007 stand die Aktie bei 27,09 Can$...
Wie bitte?????
Am 6. November 2007 stand die Aktie bei 27,09 Can$...
Advocates say time is right to reform mining law
...
"Tourism is essentially everything for us," said John Belkin, attorney for Crested Butte, where a mining company has its eye on the molybdenum - used as a steel hardener - beneath a mountain slope that dominates the town's western vista.
He insists the town isn't opposed to mining, which is part of the region's roots.
"But there are some spots it just shouldn't be allowed, like a watershed, unless you are prepared to say to the community, 'You have to be a sacrifice,'" Belkin said.
The site being studied by Thompson Creek Metals of Denver is in the town's watershed. The company says mining claims on Mt. Emmons contain one of the world's largest and purest deposits of molybdenum.
...
http://www.seattlepi.com/local/6420ap_mining_law.html?source…
...
"Tourism is essentially everything for us," said John Belkin, attorney for Crested Butte, where a mining company has its eye on the molybdenum - used as a steel hardener - beneath a mountain slope that dominates the town's western vista.
He insists the town isn't opposed to mining, which is part of the region's roots.
"But there are some spots it just shouldn't be allowed, like a watershed, unless you are prepared to say to the community, 'You have to be a sacrifice,'" Belkin said.
The site being studied by Thompson Creek Metals of Denver is in the town's watershed. The company says mining claims on Mt. Emmons contain one of the world's largest and purest deposits of molybdenum.
...
http://www.seattlepi.com/local/6420ap_mining_law.html?source…
Antwort auf Beitrag Nr.: 37.159.696 von Videomart am 12.05.09 22:17:57Lass es mich so sagen: Der Kurs um die 5 Euro war gerechtfertigt!
Alles andere war maßlose Übertreibung. Und wo das hingeführt hat, wissen wir nun endlich! Heute stehen wir gut doppelt so hoch wie im Februar 2007. Sind aber ein gutes Stück Inflation weiter! Und die Inflation wird noch weiter gehen. Der Ami druckt ja bereits fleißig Dollars. Wieviel ist unser Geld wirklich wert? Soll aber nur eine rein philosophische Frage sein (Rhetorisch). Bitte jetzt Grundsatzdiskussion anfangen! Ich weiß um den Stellenwert von Molybdän und einem Produzenten wie TCM. Aber in der Geschwindigkeit wie sie stieg war es einfach übertrieben.
Hatte mich zu Höchstzeiten auch über die Übertreibung gefreut und Dollarzeichen in den Augen gehabt.
Würde mich natürlich freuen, wenn es wieder in diese Richtung geht. Gerechtfertigt oder nicht
Alles andere war maßlose Übertreibung. Und wo das hingeführt hat, wissen wir nun endlich! Heute stehen wir gut doppelt so hoch wie im Februar 2007. Sind aber ein gutes Stück Inflation weiter! Und die Inflation wird noch weiter gehen. Der Ami druckt ja bereits fleißig Dollars. Wieviel ist unser Geld wirklich wert? Soll aber nur eine rein philosophische Frage sein (Rhetorisch). Bitte jetzt Grundsatzdiskussion anfangen! Ich weiß um den Stellenwert von Molybdän und einem Produzenten wie TCM. Aber in der Geschwindigkeit wie sie stieg war es einfach übertrieben.
Hatte mich zu Höchstzeiten auch über die Übertreibung gefreut und Dollarzeichen in den Augen gehabt.
Würde mich natürlich freuen, wenn es wieder in diese Richtung geht. Gerechtfertigt oder nicht
Antwort auf Beitrag Nr.: 37.160.105 von Bohnebeitel am 12.05.09 23:12:03wollte schreiben: keine Grundsatzdiskussion!
Antwort auf Beitrag Nr.: 37.160.105 von Bohnebeitel am 12.05.09 23:12:03 der gesamte Laden war vorher in privaten Händen, hätte m.M.n. noch viel schneller steigen können...
Antwort auf Beitrag Nr.: 37.160.129 von allesaufblau am 12.05.09 23:15:07Ich weiß um die blaue Perle. Wie wichtig sie sein wird, zeigt jetzt wenn ich es den letzten Berichten richtig entnommen habe, China zeigen. Sind doch zur Zeit Großabnehmer von Moly oder irre ich mich? Haben sie doch im bisherigen Zeitraum 2009 soviel importiert wie das ganze Jahr 2008 nicht.
Thompson Creek announces Q1 financial results
Tuesday, 12 May 2009
Thompson Creek announces first quarter 2009 financial results. Some of the highlights are as follows:
1. Molybdenum production in the first quarter of 2009 was 6.1 million pounds, up from 5.6 million pounds in the same period a year earlier
2. The first quarter production level was in line with current production plans for the year
3. Weighted average cash costs were reduced to USD 5.93 per pound produced in the first quarter from USD 8.29 per pound a year earlier
4. 2009 guidance for cash costs has been revised to USD 6.25 to USD 7.25 per pound from previous guidance of USD 7.25 to USD 8.25 per pound. Production and sales guidance remains unchanged at 20 to 24 million pounds for the year
5. Operating cash flows were USD 44.7 million in the first quarter as compared with USD 63.4 million a year earlier
6. Total debt was reduced to USD 16.9 million on March 31st 2009 from USD 17.3 million on December 31st 2008. Total cash, cash equivalents and short term investments at March 31st 2009 were USD 260.6 million as compared with USD 258 million on December 31st 2008.
First quarter net income was USD 11.2 million as compared with USD 46.8 million in the first quarter of 2008.
Mr Kevin Loughrey chairman & CEO of Thompson Creek said that "Thompson Creek's mine production during the first quarter of 2009 was consistent with our current plans to produce 20 to 24 million pounds of molybdenum in 2009. However, the reduction in molybdenum production costs exceeded expectations and as a result we have lowered our 2009 estimated range for cash production costs to USD 6.25 to USD 7.25 per pound from previous guidance of USD 7.25 to USD 8.25 per pound. While overall the molybdenum market continues to experience weaker conditions than it did for most of last year, we are encouraged by the upturn in price in the past two weeks and we continue to expect a sustained recovery in molybdenum demand and prices in the medium term future as the world economy recovers from recession."
He added that "Given our strong cash position and recent actions to reduce production and conserve cash, Thompson Creek is well positioned not only to weather additional market weakness should it occur but also to raise production again relatively quickly when demand recovers and to consider possible acquisitions that will benefit shareholders."
The company's revenues declined by 69% YoY to USD 78.9 million in the first quarter of 2009 from USD 254.8 million a year earlier primarily due to a 69% decline in the average realized price for molybdenum and upgraded products to USD 10.14 per pound from USD 32.69 per pound. Sales volume was slightly lower at 7.5 million pounds in the latest quarter versus 7.7 million pounds a year earlier.
Net income was USD 11.2 million or USD 0.09 per basic and diluted common share, compared with USD 46.8 million or USD 0.41 per basic and USD 0.37 per diluted share in the first quarter of 2008. First quarter cash flow from operating activities was USD 44.7 million as compared with USD 63.4 million a year earlier.
Capital expenditures totaled USD 18.7 million in the first quarter of 2009, comprised of USD 14.9 million of sustaining capital expenditures and USD 3.8 million for the company's 75% share of capital expenditures for the Endako mill expansion.
The company's mines produced 6.1 million pounds of molybdenum in the first quarter, up from 5.6 million pounds in the first quarter of 2008. The Thompson Creek Mine produced 4.4 million pounds, up from 3.6 million pounds a year earlier, while the company's 75% share of the Endako Mine's production was 1.7 million as compared with 2 million pounds a year earlier.
http://steelguru.com/news/index/2009/05/12/OTQwOTk%3D/Thomps…
Tuesday, 12 May 2009
Thompson Creek announces first quarter 2009 financial results. Some of the highlights are as follows:
1. Molybdenum production in the first quarter of 2009 was 6.1 million pounds, up from 5.6 million pounds in the same period a year earlier
2. The first quarter production level was in line with current production plans for the year
3. Weighted average cash costs were reduced to USD 5.93 per pound produced in the first quarter from USD 8.29 per pound a year earlier
4. 2009 guidance for cash costs has been revised to USD 6.25 to USD 7.25 per pound from previous guidance of USD 7.25 to USD 8.25 per pound. Production and sales guidance remains unchanged at 20 to 24 million pounds for the year
5. Operating cash flows were USD 44.7 million in the first quarter as compared with USD 63.4 million a year earlier
6. Total debt was reduced to USD 16.9 million on March 31st 2009 from USD 17.3 million on December 31st 2008. Total cash, cash equivalents and short term investments at March 31st 2009 were USD 260.6 million as compared with USD 258 million on December 31st 2008.
First quarter net income was USD 11.2 million as compared with USD 46.8 million in the first quarter of 2008.
Mr Kevin Loughrey chairman & CEO of Thompson Creek said that "Thompson Creek's mine production during the first quarter of 2009 was consistent with our current plans to produce 20 to 24 million pounds of molybdenum in 2009. However, the reduction in molybdenum production costs exceeded expectations and as a result we have lowered our 2009 estimated range for cash production costs to USD 6.25 to USD 7.25 per pound from previous guidance of USD 7.25 to USD 8.25 per pound. While overall the molybdenum market continues to experience weaker conditions than it did for most of last year, we are encouraged by the upturn in price in the past two weeks and we continue to expect a sustained recovery in molybdenum demand and prices in the medium term future as the world economy recovers from recession."
He added that "Given our strong cash position and recent actions to reduce production and conserve cash, Thompson Creek is well positioned not only to weather additional market weakness should it occur but also to raise production again relatively quickly when demand recovers and to consider possible acquisitions that will benefit shareholders."
The company's revenues declined by 69% YoY to USD 78.9 million in the first quarter of 2009 from USD 254.8 million a year earlier primarily due to a 69% decline in the average realized price for molybdenum and upgraded products to USD 10.14 per pound from USD 32.69 per pound. Sales volume was slightly lower at 7.5 million pounds in the latest quarter versus 7.7 million pounds a year earlier.
Net income was USD 11.2 million or USD 0.09 per basic and diluted common share, compared with USD 46.8 million or USD 0.41 per basic and USD 0.37 per diluted share in the first quarter of 2008. First quarter cash flow from operating activities was USD 44.7 million as compared with USD 63.4 million a year earlier.
Capital expenditures totaled USD 18.7 million in the first quarter of 2009, comprised of USD 14.9 million of sustaining capital expenditures and USD 3.8 million for the company's 75% share of capital expenditures for the Endako mill expansion.
The company's mines produced 6.1 million pounds of molybdenum in the first quarter, up from 5.6 million pounds in the first quarter of 2008. The Thompson Creek Mine produced 4.4 million pounds, up from 3.6 million pounds a year earlier, while the company's 75% share of the Endako Mine's production was 1.7 million as compared with 2 million pounds a year earlier.
http://steelguru.com/news/index/2009/05/12/OTQwOTk%3D/Thomps…
Antwort auf Beitrag Nr.: 37.160.105 von Bohnebeitel am 12.05.09 23:12:03Alles andere war maßlose Übertreibung. Und wo das hingeführt hat, wissen wir nun endlich!
Ist TCM etwa schuld an der Finanzkrise??
Für so wichtig habe ich die Firma gar nicht gehalten...
Ist TCM etwa schuld an der Finanzkrise??
Für so wichtig habe ich die Firma gar nicht gehalten...
Antwort auf Beitrag Nr.: 37.160.221 von Videomart am 12.05.09 23:35:14Genau! TCM ist Schuld. Jetzt ist es endlich raus.
Und die Diskussion mit Dir beendet!
Schlaf gut und träum süß von Deiner Perle!
Und die Diskussion mit Dir beendet!
Schlaf gut und träum süß von Deiner Perle!
!
Dieser Beitrag wurde moderiert. Grund: Beleidigung
Antwort auf Beitrag Nr.: 37.150.188 von eifelcash am 12.05.09 07:50:43...wie werden die eigentlich bezahlt?
...
Wer will, könnte noch weitere Eigentümlichkeiten anmerken. Bereits mehr als ein Jahr, bevor Finanzminister Paulson dem Kongress erzählte, er habe die Katastrophe nicht kommen sehen, hatte der Goldman-Vorstand (übrigens vorbei an den eigenen Tradern) massive Short-Positionen auf den ABX (subprime) Index eingegangen und Milliarden damit verdient. Im Juli 2008, am Höhepunkt des Rohstoffbooms hatten Goldmans Trader die Bonitätsanforderungen an ihre Handelspartner massiv angehoben und viele dadurch aus dem Markt geworfen, was für den Kurseinbruch an den Rohstoffmärkten stärker verantwortlich gewesen sein soll, als der sich damals abzeichnende Einbruch der weltweiten Konjunktur, wie einige Händler meinen. Während Goldmans Trader Rohöl längst leer verkauften, veröffentlichten Goldmans Analysten übrigens Prognosen, die den Ölpreis bei 200 Dollar sahen.
Alles in allem hat Goldman die Krise offenbar so gut überstanden, dass sie die Regierung nun dazu drängt, die erhaltenen staatlichen Gelder vorzeitig zurückzahlen zu dürfen, die sich offiziell aber noch [extern] ziert. Denn mit den TARP-Geldern sind Gehaltslimits und weitere Beschränkungen verbunden, die das Goldman-Management gerne loswerden würde. Gelingt dies – Voraussetzung sind laut Geithner ein positiver Stresstest und eine ausreichende Stabilität des Finanzsystems insgesamt -, würden die besten Mitarbeiter ihrer weiterhin Boni-beschränkten Konkurrenten wohl rasch bei Goldman Schlange stehen, um ihre fetten Prämien zu kassieren. Für das Vorjahr hatten laut Wall Street Journal immerhin 953 Goldman-Mitarbeiter mehr als eine Million Dollar an Bonus kassiert, also jeder 30. Angestellte.
...
Die ehemalige Investmentbank Goldman Sachs, so wird gemunkelt, hat die Finanzkrise für das eigene Interesse gesteuert
Vollständiger Artikel unter http://www.heise.de/tp/r4/artikel/30/30202/1.html
...
Wer will, könnte noch weitere Eigentümlichkeiten anmerken. Bereits mehr als ein Jahr, bevor Finanzminister Paulson dem Kongress erzählte, er habe die Katastrophe nicht kommen sehen, hatte der Goldman-Vorstand (übrigens vorbei an den eigenen Tradern) massive Short-Positionen auf den ABX (subprime) Index eingegangen und Milliarden damit verdient. Im Juli 2008, am Höhepunkt des Rohstoffbooms hatten Goldmans Trader die Bonitätsanforderungen an ihre Handelspartner massiv angehoben und viele dadurch aus dem Markt geworfen, was für den Kurseinbruch an den Rohstoffmärkten stärker verantwortlich gewesen sein soll, als der sich damals abzeichnende Einbruch der weltweiten Konjunktur, wie einige Händler meinen. Während Goldmans Trader Rohöl längst leer verkauften, veröffentlichten Goldmans Analysten übrigens Prognosen, die den Ölpreis bei 200 Dollar sahen.
Alles in allem hat Goldman die Krise offenbar so gut überstanden, dass sie die Regierung nun dazu drängt, die erhaltenen staatlichen Gelder vorzeitig zurückzahlen zu dürfen, die sich offiziell aber noch [extern] ziert. Denn mit den TARP-Geldern sind Gehaltslimits und weitere Beschränkungen verbunden, die das Goldman-Management gerne loswerden würde. Gelingt dies – Voraussetzung sind laut Geithner ein positiver Stresstest und eine ausreichende Stabilität des Finanzsystems insgesamt -, würden die besten Mitarbeiter ihrer weiterhin Boni-beschränkten Konkurrenten wohl rasch bei Goldman Schlange stehen, um ihre fetten Prämien zu kassieren. Für das Vorjahr hatten laut Wall Street Journal immerhin 953 Goldman-Mitarbeiter mehr als eine Million Dollar an Bonus kassiert, also jeder 30. Angestellte.
...
Die ehemalige Investmentbank Goldman Sachs, so wird gemunkelt, hat die Finanzkrise für das eigene Interesse gesteuert
Vollständiger Artikel unter http://www.heise.de/tp/r4/artikel/30/30202/1.html
Ryan's Notes Average: US$9.25/lb
As of May 12, 2009
(updated twice weekly)
Temporäres Top erreicht?
Der neu installierte Conveyor in der Endako-Pit hat bestimmt nicht unerheblich zu den niedrigeren Kosten beigetragen. Wieviel Kosten (Sprit, Reifen, Instandhaltung) können damit wohl eingespart werden? Ich wüsste auch gerne mal, wieviel Moly bei TCM auf Halde liegt, der Verkauf wird ja wohl, trotz Abbau-Pause im Sommer, weitergehen ???
As of May 12, 2009
(updated twice weekly)
Temporäres Top erreicht?
Der neu installierte Conveyor in der Endako-Pit hat bestimmt nicht unerheblich zu den niedrigeren Kosten beigetragen. Wieviel Kosten (Sprit, Reifen, Instandhaltung) können damit wohl eingespart werden? Ich wüsste auch gerne mal, wieviel Moly bei TCM auf Halde liegt, der Verkauf wird ja wohl, trotz Abbau-Pause im Sommer, weitergehen ???
Antwort auf Beitrag Nr.: 37.160.683 von allesaufblau am 13.05.09 07:23:03Ich wüsste auch gerne mal, wieviel Moly bei TCM auf Halde liegt, der Verkauf wird ja wohl, trotz Abbau-Pause im Sommer, weitergehen ???
Moin, und warum fragst Du nicht einfach mal nach ?
Die antworten doch ziemlich zügig
Moin, und warum fragst Du nicht einfach mal nach ?
Die antworten doch ziemlich zügig
Antwort auf Beitrag Nr.: 37.160.715 von Strandlaeufer1 am 13.05.09 07:35:40ich dachte, ich frag erstmal hier, hier wird noch zügiger geantwortet ;
In Q1 6.1 Mio Pfund produziert und 7.5 Mio Pfund verkauft.
(Sales volume was slightly lower at 7.5 million pounds in the latest quarter versus 7.7 million pounds a year earlier.)
Wer kauft eigentlich das Zeug, wenn die Nachfrage doch sooo gering ist? Da muss in der verarbeitenden Industrie z. Zt. ja reichlich auf Lager liegen. Nach weiteren erheblichen Preissteigerungen klingt das im Moment jedenfalls nicht. Aber ich hab ja, wie bereits gesagt, keine Ahnung. Cool wäre die Meldung, die Zwangspause zu canceln
(raise production again relatively quickly when demand recovers)
(auch nach 17 hat man noch Träume)
(Sales volume was slightly lower at 7.5 million pounds in the latest quarter versus 7.7 million pounds a year earlier.)
Wer kauft eigentlich das Zeug, wenn die Nachfrage doch sooo gering ist? Da muss in der verarbeitenden Industrie z. Zt. ja reichlich auf Lager liegen. Nach weiteren erheblichen Preissteigerungen klingt das im Moment jedenfalls nicht. Aber ich hab ja, wie bereits gesagt, keine Ahnung. Cool wäre die Meldung, die Zwangspause zu canceln
(raise production again relatively quickly when demand recovers)
(auch nach 17 hat man noch Träume)
Antwort auf Beitrag Nr.: 37.160.883 von allesaufblau am 13.05.09 08:20:01Cool wäre die Meldung, die Zwangspause zu canceln
find ich nicht.
bevor ich wieder mehr produzieren würde, hätte ich gerne auf größere nachfrage gewartet bzw. steigende preise.
zb.trotz dem ganzen dielemma bei mercedes,dividende gekürzt,alle leiharbeiter entlassen,zusätzlich personalabbau,nur noch 2-3 tage produktion die woche.usw.
wartest du auf die für neue e klasse 5 monate.
die sollen die produktion schön gedrosselt halten.
find ich nicht.
bevor ich wieder mehr produzieren würde, hätte ich gerne auf größere nachfrage gewartet bzw. steigende preise.
zb.trotz dem ganzen dielemma bei mercedes,dividende gekürzt,alle leiharbeiter entlassen,zusätzlich personalabbau,nur noch 2-3 tage produktion die woche.usw.
wartest du auf die für neue e klasse 5 monate.
die sollen die produktion schön gedrosselt halten.
Antwort auf Beitrag Nr.: 37.161.060 von petersylvester am 13.05.09 08:51:19bevor ich wieder mehr produzieren würde, hätte ich gerne auf größere nachfrage gewartet bzw. steigende preise.
das hatte ich vorausgesetzt...
das hatte ich vorausgesetzt...
Antwort auf Beitrag Nr.: 37.161.171 von allesaufblau am 13.05.09 09:03:19dann ist alles tutti paletti.
Antwort auf Beitrag Nr.: 37.160.883 von allesaufblau am 13.05.09 08:20:01Die Chinesen legen sich Rohstoffe auf Lager. Da wirds richtig krachen wenn es wieder anzieht.
Antwort auf Beitrag Nr.: 37.162.470 von gehtwas am 13.05.09 11:15:12bist Du Chinese oder woher weisst Du das?
Antwort auf Beitrag Nr.: 37.162.641 von allesaufblau am 13.05.09 11:33:08Ich weis zwar nicht ob "gehtwas" Chinese ist, aber viele Informationen deuten darauf hin:
Nachricht vom 13.05.2009 | 10:50 255 mal gelesen
Rohöl: Chinesen haben wieder DurstLeser des Artikels: 255Die gestrige Meldung, dass die chinesischen Ölimporte im April gegenüber dem Vorjahresmonat um 14 Prozent höher ausfielen, ließen den nächstfälligen Future zeitweise über die Marke von 60 Dollar ansteigen. Dabei ließen sich die Käufer aus dem Reich der Mitte von zwei wesentlichen Faktoren leiten: Zum einen wollen sie das derzeit niedrige Preisniveau nutzen, um ihre strategischen Reserven auszuweiten. Zum anderen möchten sie ihr Kapital stärker differenzieren und kaufen im gesamten Rohstoffsektor verstärkt ein.
http://www.wallstreet-online.de/nachrichten/nachricht/273480…
Nachricht vom 13.05.2009 | 10:50 255 mal gelesen
Rohöl: Chinesen haben wieder DurstLeser des Artikels: 255Die gestrige Meldung, dass die chinesischen Ölimporte im April gegenüber dem Vorjahresmonat um 14 Prozent höher ausfielen, ließen den nächstfälligen Future zeitweise über die Marke von 60 Dollar ansteigen. Dabei ließen sich die Käufer aus dem Reich der Mitte von zwei wesentlichen Faktoren leiten: Zum einen wollen sie das derzeit niedrige Preisniveau nutzen, um ihre strategischen Reserven auszuweiten. Zum anderen möchten sie ihr Kapital stärker differenzieren und kaufen im gesamten Rohstoffsektor verstärkt ein.
http://www.wallstreet-online.de/nachrichten/nachricht/273480…
Antwort auf Beitrag Nr.: 37.163.300 von unalemanloco am 13.05.09 12:39:11meinetwegen. und was bedeutet "Da wirds richtig krachen wenn es wieder anzieht." ?
!
Dieser Beitrag wurde moderiert. Grund: Beleidigung
MBMOEUOX:IND Mo Drummed Molydbic Oxide EU
Updated: London, May 13 15:57
Currency: USD
Value: 9.90
Change: 0.400, +4.211%
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
Updated: London, May 13 15:57
Currency: USD
Value: 9.90
Change: 0.400, +4.211%
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND
13 May 2009
Baltic Dry Index (BDI) +79 2332
Baltic Dry Index (BDI) +79 2332
Antwort auf Beitrag Nr.: 37.166.552 von Videomart am 13.05.09 17:03:22sehr schön
Thompson Creek molybdenum outlook
Wednesday, 13 May 2009
Molybdenum prices declined gradually during the first quarter of 2009, falling in 11 of the first 13 weeks of the year. The monthly Platts Metals Week published molybdenum oxide price averaged USD 8.94 per pound during the quarter. For the month of April 2009, this published price declined further to an average USD 7.90 per pound.
Based on market trends experienced in the January to April period, the Company expects its average realized price to be lower in the second quarter than in the first quarter of 2009. Additionally, the Company's sales volumes are expected to be less during the 2009 second quarter as the Company continues its efforts to match production with the anticipated level of sales.
For 2009, previous guidance for molybdenum production levels of 20 to 24 million pounds remains unchanged. Expected production from the Thompson Creek Mine is 15 to 17 million pounds and the company's 75% share of Endako Mine's expected production is 5 to 7 million pounds.
Given the lower cash cost per pound produced for the 2009 first quarter, the anticipated average cash cost per pound produced in 2009 has been revised to an estimated USD 6.25 to USD 7.25 per pound, with the Thompson Creek Mine expected to be approximately USD 6.00 to USD 7.00 per pound and the Endako Mine at an estimated cash cost of USD 7.00 to USD 8.00 per pound.
The revised 2009 Thompson Creek Mine cash cost per pound produced includes approximately USD 30 million of stripping costs, amounting to USD 1.75 to USD 2.00 per pound produced related to future planned production phases. The 2009 Endako Mine operating plan has minimal stripping costs.
For 2009, its share of estimated sustaining capital expenditures at both mines and the Langeloth Metallurgical Facility is expected to be USD 38 million and its 75% share of the estimated Endako mill expansion capital expenditures is expected to be USD 22 million.
The company's 2009 sales of molybdenum produced from its own mines are expected to be 20 to 24 million pounds, with additional sales of molybdenum purchased, processed and resold in 2009 expected to be 3 to 4 million pounds.
It believes the long term outlook for its business is positive. It is positioned to react quickly to further changes in the molybdenum market in order to ensure that working capital levels are maintained. Operating cash flows will be impacted by approximately USD 20 to USD 24 million for every USD 1 per pound change in the molybdenum price.
http://steelguru.com/news/index/2009/05/13/OTQyMjM%3D/Thomps…
Wednesday, 13 May 2009
Molybdenum prices declined gradually during the first quarter of 2009, falling in 11 of the first 13 weeks of the year. The monthly Platts Metals Week published molybdenum oxide price averaged USD 8.94 per pound during the quarter. For the month of April 2009, this published price declined further to an average USD 7.90 per pound.
Based on market trends experienced in the January to April period, the Company expects its average realized price to be lower in the second quarter than in the first quarter of 2009. Additionally, the Company's sales volumes are expected to be less during the 2009 second quarter as the Company continues its efforts to match production with the anticipated level of sales.
For 2009, previous guidance for molybdenum production levels of 20 to 24 million pounds remains unchanged. Expected production from the Thompson Creek Mine is 15 to 17 million pounds and the company's 75% share of Endako Mine's expected production is 5 to 7 million pounds.
Given the lower cash cost per pound produced for the 2009 first quarter, the anticipated average cash cost per pound produced in 2009 has been revised to an estimated USD 6.25 to USD 7.25 per pound, with the Thompson Creek Mine expected to be approximately USD 6.00 to USD 7.00 per pound and the Endako Mine at an estimated cash cost of USD 7.00 to USD 8.00 per pound.
The revised 2009 Thompson Creek Mine cash cost per pound produced includes approximately USD 30 million of stripping costs, amounting to USD 1.75 to USD 2.00 per pound produced related to future planned production phases. The 2009 Endako Mine operating plan has minimal stripping costs.
For 2009, its share of estimated sustaining capital expenditures at both mines and the Langeloth Metallurgical Facility is expected to be USD 38 million and its 75% share of the estimated Endako mill expansion capital expenditures is expected to be USD 22 million.
The company's 2009 sales of molybdenum produced from its own mines are expected to be 20 to 24 million pounds, with additional sales of molybdenum purchased, processed and resold in 2009 expected to be 3 to 4 million pounds.
It believes the long term outlook for its business is positive. It is positioned to react quickly to further changes in the molybdenum market in order to ensure that working capital levels are maintained. Operating cash flows will be impacted by approximately USD 20 to USD 24 million for every USD 1 per pound change in the molybdenum price.
http://steelguru.com/news/index/2009/05/13/OTQyMjM%3D/Thomps…
Molybdenum prices aren’t expected to rebound anytime soon
Molybdenum prices are down 70% this year already
By Tom Stundza -- Purchasing, 5/13/2009 9:57:00 AM
Analysts are reducing long-term price forecasts for molybdenum because of expected weak demand this year and next from producers of carbon, alloy and stainless steel.
Anthony Young at investment bank Dahlman Rose & Co. cut his forecast to $10/lb this year from a previous prediction of $12 and lowered the estimate for next year to $12 from $15. Meanwhile, a less bullish Mike Gambardella at JPMorgan Chase & Co. sees molybdenum averaging around $8/lb this year and $11.50 in 2010.
Molybdenum oxide prices averaged just under $29/lb in 2008 but it’s averaging $8.75 so far this year in the U.S. The market price probably will drop, say the analysts, since the sharp drop in steel production to 42.5% of capacity through early May has boosted moly inventories.
“Since molybdenum is not an exchange-traded metal, there is no daily inventory data for us to monitor, but we have noticed an uptick in the inventories of the two largest North American producers, Freeport-McMoRan Copper & Gold Inc. and Thompson Creek Metals Co.,” Young writes to clients, adding that it is likely that inventories also are building at other large producers.
Gambardella says global molybdenum demand totaled about 458 million lbs last year after growing approximately 4%/year from 2004 through 2008. However, he says moly demand in the first quarter of 2009 sank 20% and Gambardella sees moly buying off 18.8% to 372 million lbs in 2009 before rebounding 8% to 402 million in 2010.
http://www.purchasing.com/article/CA6658059.html?industryid=…
Molybdenum prices are down 70% this year already
By Tom Stundza -- Purchasing, 5/13/2009 9:57:00 AM
Analysts are reducing long-term price forecasts for molybdenum because of expected weak demand this year and next from producers of carbon, alloy and stainless steel.
Anthony Young at investment bank Dahlman Rose & Co. cut his forecast to $10/lb this year from a previous prediction of $12 and lowered the estimate for next year to $12 from $15. Meanwhile, a less bullish Mike Gambardella at JPMorgan Chase & Co. sees molybdenum averaging around $8/lb this year and $11.50 in 2010.
Molybdenum oxide prices averaged just under $29/lb in 2008 but it’s averaging $8.75 so far this year in the U.S. The market price probably will drop, say the analysts, since the sharp drop in steel production to 42.5% of capacity through early May has boosted moly inventories.
“Since molybdenum is not an exchange-traded metal, there is no daily inventory data for us to monitor, but we have noticed an uptick in the inventories of the two largest North American producers, Freeport-McMoRan Copper & Gold Inc. and Thompson Creek Metals Co.,” Young writes to clients, adding that it is likely that inventories also are building at other large producers.
Gambardella says global molybdenum demand totaled about 458 million lbs last year after growing approximately 4%/year from 2004 through 2008. However, he says moly demand in the first quarter of 2009 sank 20% and Gambardella sees moly buying off 18.8% to 372 million lbs in 2009 before rebounding 8% to 402 million in 2010.
http://www.purchasing.com/article/CA6658059.html?industryid=…
Volumen NYSE: 3 Mio
Volumen TSX: 1 Mio
Wechsel der Leitbörse vollbracht?
Volumen TSX: 1 Mio
Wechsel der Leitbörse vollbracht?
TCM liegt heute mit "nur" 3% minus weit vorne im Base-Metal-Bereich.
Selbst Rio Tinto verliert satte 9 %...
Selbst Rio Tinto verliert satte 9 %...
McDonald meldet sich mal wieder zu Wort und Knoll haut weiter raus:
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -1,100 $9.090
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -1,600 $9.100
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -1,200 $9.130
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -16,100 $9.120
May 13/09 May 11/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $9.030
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $9.040
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $9.020
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -10,000 $8.890
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $8.870
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -1,100 $9.090
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -1,600 $9.100
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -1,200 $9.130
May 13/09 May 12/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -16,100 $9.120
May 13/09 May 11/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $9.030
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $9.040
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $9.020
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -10,000 $8.890
May 13/09 May 11/09 McDonald, Ian James Indirect Ownership Common Shares 10 - Disposition in the public market -5,000 $8.870
Antwort auf Beitrag Nr.: 37.171.130 von allesaufblau am 14.05.09 07:20:252009-05-12 2009-03-31 13F-HR Prott Asset Management Inc Institution Sold All -11,074,450 -100 %
http://www.mffais.com/tc
Moin,
sieht aus, als wenn Sprott alle Shares abgegeben hat ?!
Oder les ich was falsch ?
http://www.mffais.com/tc
Moin,
sieht aus, als wenn Sprott alle Shares abgegeben hat ?!
Oder les ich was falsch ?
Antwort auf Beitrag Nr.: 37.171.150 von Strandlaeufer1 am 14.05.09 07:33:51weiss nich, aus seinem Moly Fond is ja seit letztem Jahr sowieso schon fast alles raus und ausserdem gibt es ja wirklich noch einen Insti der Prott (ohne S) heisst...
Antwort auf Beitrag Nr.: 37.171.203 von allesaufblau am 14.05.09 07:58:59aber ich habe nie einen Insti "PROTT" gesehen, der
11 MIo Shares hatte
11 MIo Shares hatte
Antwort auf Beitrag Nr.: 37.171.226 von Strandlaeufer1 am 14.05.09 08:03:09oder ist ein Tippfehler auf der Seite, sozusagen zur Verschleierung
habt ihr hier http://www.mountemmonsproject.com/index.html eigentlich schon mal reingesehen?
oder das hier?
http://www.imoa.info/_files/newsletter/MolyReview_01-09.pdf
http://www.imoa.info/_files/newsletter/MolyReview_01-09.pdf
Antwort auf Beitrag Nr.: 37.174.459 von allesaufblau am 14.05.09 13:19:32
Antwort auf Beitrag Nr.: 37.174.560 von allesaufblau am 14.05.09 13:29:36
Antwort auf Beitrag Nr.: 37.174.627 von Der.Papst am 14.05.09 13:37:17
Antwort auf Beitrag Nr.: 37.174.627 von Der.Papst am 14.05.09 13:37:17
14 May 2009
Baltic Dry Index (BDI) +100 2432
Baltic Dry Index (BDI) +100 2432
Wird mal wieder Zeit für "grüne" Kurse.
Der TSX-Composite-Index jedenfalls strebt nach Norden:
Der TSX-Composite-Index jedenfalls strebt nach Norden:
Thursday 14 May 2009
"ThyssenKrupp says stainless prices have hit bottom"
http://www.metal-pages.com/news/story/39550/
"ThyssenKrupp says stainless prices have hit bottom"
http://www.metal-pages.com/news/story/39550/
Mercator tops analysts Thompson Creek takeover tips
SÃO PAULO (Metal-Pages) 12-May-08
Mercator Minerals executives are staying tight-lipped, after analysts tipped the company as a likely takeover candidate for Thompson Creek, which last week said it will step up its search, as prospects for the molybdenum market improve.
...
www.metal-pages.com/news/story/39460/
SÃO PAULO (Metal-Pages) 12-May-08
Mercator Minerals executives are staying tight-lipped, after analysts tipped the company as a likely takeover candidate for Thompson Creek, which last week said it will step up its search, as prospects for the molybdenum market improve.
...
www.metal-pages.com/news/story/39460/
Antwort auf Beitrag Nr.: 37.179.965 von Videomart am 14.05.09 22:28:03Ein Jahr alt...
Ich gehe davon aus, dass die folgende Preisangabe nicht korrekt ist...
12 May 2009 NorthernMiner.com
Molybdenum Oxide
Last Price: 8.3
Percent Change: -10.3 %
http://www.mineralprices.com/
12 May 2009 NorthernMiner.com
Molybdenum Oxide
Last Price: 8.3
Percent Change: -10.3 %
http://www.mineralprices.com/
Folgende Richtung gefällt mir besser:
Friday, May 15, 2009
Molybdenum Oxide
We are able to offer the following Molybdenum Oxide price from our supplier in China
Origin: China
Price: FOB USD11.35/lb/Mo
Quantity(MT): 20
Loading Port: XINGANG
http://minerals-and-metals-prices.blogspot.com/2009/05/molyb…
Friday, May 15, 2009
Molybdenum Oxide
We are able to offer the following Molybdenum Oxide price from our supplier in China
Origin: China
Price: FOB USD11.35/lb/Mo
Quantity(MT): 20
Loading Port: XINGANG
http://minerals-and-metals-prices.blogspot.com/2009/05/molyb…
Metals Week Average: US$9.45/lb
As of May 15, 2009
Veränderung: +0,20 (+2,16%)
As of May 15, 2009
Veränderung: +0,20 (+2,16%)
Antwort auf Beitrag Nr.: 37.186.360 von Videomart am 15.05.09 17:11:35Auch hier was positives ( seit Tagen)
15 May 2009
Baltic Dry Index (BDI) +112 2544
15 May 2009
Baltic Dry Index (BDI) +112 2544
was steckt denn hier fest?
Molymet to build molybdenum processing unit in Inner Mongolia
Saturday, 16 May 2009
It is reported that Molymet, a major producer of molybdenum in Chile, has planned to construct a plant for molybdenum processing at Hohhot City, the capital of Inner Mongolia Aut Region in China. Upon receipt of environmental permit from the authorities concerned in Inner Mongolia, Molymet is scheduled to construct this plant by investment of USD 80 million.
Mr John Graell Moore president of Molymet, announced on the end of April in Chile about this plan and Molymet is scheduled to refine molybdenum on consignment base and also to produce refined molybdenum products from by-product to be purchased from copper mining companies.
The record, which Inner Mongolia produced a large quantity of molybdenum, was so far not seen but Mongolia, the neighboring country to Inner Mongolia, is a promising country to produce molybdenum and has been exporting molybdenum for China. According to the customs-statistics released in China, this country imported 2,271 tons in material of molybdenum sulfide from Mongolia in 2008.
Also, Huludao district in Liaoning province of China is an influential zone for molybdenum production and Inner Mongolia has been located in the close distance to Mongolia and Liaoning province, where are the sources to secure raw material. Also, many leading steel companies of China have existed in three provinces of East North district and, accordingly, the location of Inner Mongolia has held an advantage to be close to the places to consume molybdenum.
http://steelguru.com/news/index/2009/05/16/OTQ2MDY%3D/Molyme…
Saturday, 16 May 2009
It is reported that Molymet, a major producer of molybdenum in Chile, has planned to construct a plant for molybdenum processing at Hohhot City, the capital of Inner Mongolia Aut Region in China. Upon receipt of environmental permit from the authorities concerned in Inner Mongolia, Molymet is scheduled to construct this plant by investment of USD 80 million.
Mr John Graell Moore president of Molymet, announced on the end of April in Chile about this plan and Molymet is scheduled to refine molybdenum on consignment base and also to produce refined molybdenum products from by-product to be purchased from copper mining companies.
The record, which Inner Mongolia produced a large quantity of molybdenum, was so far not seen but Mongolia, the neighboring country to Inner Mongolia, is a promising country to produce molybdenum and has been exporting molybdenum for China. According to the customs-statistics released in China, this country imported 2,271 tons in material of molybdenum sulfide from Mongolia in 2008.
Also, Huludao district in Liaoning province of China is an influential zone for molybdenum production and Inner Mongolia has been located in the close distance to Mongolia and Liaoning province, where are the sources to secure raw material. Also, many leading steel companies of China have existed in three provinces of East North district and, accordingly, the location of Inner Mongolia has held an advantage to be close to the places to consume molybdenum.
http://steelguru.com/news/index/2009/05/16/OTQ2MDY%3D/Molyme…
14 May 2009
Molybdenum prices have risen continuously for 2 weeks with approaching US$9/lb
Extraordinary Moly Imports By China May Shock To Its Supply Situation
Molybdenum prices have risen continuously for the last 2 weeks (08 May, Friday). Dealers' price of molybdenum oxide has risen to a level of US$8.80 per lb. of Mo as its higher side and approached US$9.00. The market prices of molybdenum have turned to a basic tone to recover.
Spot price of molybdenum oxide prevailed in the middle of April had fallen to the lowest level of US$7.70 per lb. of Mo, by which is going to bottom out. On the end September of 2008 when a crisis of the financial markets emerged suddenly, price of molybdenum oxide was kept on a very high level of US$33.50 per lb. of Mo but, thereafter, started to fall continuously for the last 7 months. The recent movements of price for molybdenum oxide suggested that funds speculated substantially in molybdenum.
Molybdenum prices are at last in the mood to bottom out but the present aspect is the first lowest and the parties concerned have different opinions in relation to a possibility of the second lowest. However, the price level of US$7 – 8 per lb. of Mo for molybdenum oxide is not payable for production cost at major mines (primary ,mines) and it has been viewed that the cost to produce molybdenum even at medium and small mines in Huludao district (Liaoning Province) of China has to be higher than US$10 per lb. of Mo and the level of US$7 – 8 is not profitable for these Chinese mines.
On the opportunity of stockpiling copper by China, copper price has rebounded from the late part of March in the international market and turned to a basic tone to recover. In the same case as that of copper, China has been positively importing molybdenum from the western markets since the beginning of 2009 and these active imports of molybdenum by China have now put an impact on molybdenum prices.
According to the customs-statistics released in China, a balance on the quantities (on material base) of molybdenum exported and imported by China in January – March quarter of 2009 was as per the table attached hereto. Namely, China imported 7.69 million lbs. on Mo content base of molybdenum in January – March quarter, which included 6.1 million lbs. of Mo in molybdenum oxide as shared approximately 80% of the whole import.
China was the country, having exported 65 – 70 million lbs. per annum of molybdenum in the past 7 years (1998 to 2004) and covered 25% of molybdenum supply to the world market. Also, China had been still exporting 30 – 40 million lbs. per annum of molybdenum during 2005 to 2008 but has suddenly turned from 2009 to the country to import molybdenum. Its key word is a sharp fall of molybdenum prices in the international market. Steel companies of China have disliked to purchase Chinese molybdenum products at high prices and shifted to import molybdenum products from overseas sources at low prices.
Apart from some of major molybdenum mines in China, small and medium molybdenum mines in China are said to have the capacity to produce 20 – 30 million lbs. per annum in total of molybdenum but have currently faced a loss in their molybdenum production because of a fall of molybdenum prices. Therefore, these sources to supply molybdenum to the Chinese market have temporarily disappeared from the front line of molybdenum sales in China. However, when price of molybdenum oxide rebounds to a level of US$12 per lb. of Mo, molybdenum mines in China will revive their molybdenum production on a profitable scale and, from this point of view, a provisional dangerous water area is supposed to be a higher price than US$10 per lb. of Mo for molybdenum oxide in the international market, because the requirements in China to import molybdenum have a strong possibility to shrink.
Considerable stocks of molybdenum purchased at higher prices and held at warehouses in China are thought to have existed in the Chinese market (19 million lbs. have been supposedly stocked). On the other hand, one analyst estimated that Freeport- McMoRan of the USA, the largest producer of molybdenum in the western world, has stocked approximately 10 million lbs. of molybdenum in concentrate, which have been accumulated during July – September quarter of 2008 to January – March quarter of 2009. In the same case as that of Freeport-McMoRan, Thompson Creek Metals of the USA seems to have stocked a large quantity of molybdenum.
There is a view in the market that, owing to a global reduction in steel production, the world consumption of molybdenum in January – March quarter of 2009 has been estimated to have had a decrease of 20% from that in the preceding quarter of October – December of 2008, and a recovery of molybdenum to be demanded in the western market is still not foreseeable. A sudden increase of the demand to import molybdenum into China has become the factor to sustain molybdenum prices but the basement in China is an intention to purchase molybdenum at discounted prices and, accordingly, an issue of molybdenum prices has been grasped by China. Therefore, a majority of this subject has been under an opaqueness.
The quantities (on material base) of molybdenum oxide imported by China from main overseas sources in January – March quarter of 2009 were <> from Chile : 4,835 tons, <> from Canada : 1,205 tons, <> from Mexico : 2,802 tons, <> from Netherlands : 838 tons and <> from USA : 561 tons, having totaled to 10,241 tons and shared 90% of the whole import. Mines and traders in main producing countries of molybdenum have rushed into the Chinese market to dispose of their molybdenum stocks. The background, which the international price of molybdenum oxide has fallen from the highest of US$35 per lb. of Mo to the lower level of US$7.70 per lb. of Mo is due to the circumstances as mentioned above. – TEX Report
http://metalsplace.com/news/articles/27683/molybdenum-prices…
Molybdenum prices have risen continuously for 2 weeks with approaching US$9/lb
Extraordinary Moly Imports By China May Shock To Its Supply Situation
Molybdenum prices have risen continuously for the last 2 weeks (08 May, Friday). Dealers' price of molybdenum oxide has risen to a level of US$8.80 per lb. of Mo as its higher side and approached US$9.00. The market prices of molybdenum have turned to a basic tone to recover.
Spot price of molybdenum oxide prevailed in the middle of April had fallen to the lowest level of US$7.70 per lb. of Mo, by which is going to bottom out. On the end September of 2008 when a crisis of the financial markets emerged suddenly, price of molybdenum oxide was kept on a very high level of US$33.50 per lb. of Mo but, thereafter, started to fall continuously for the last 7 months. The recent movements of price for molybdenum oxide suggested that funds speculated substantially in molybdenum.
Molybdenum prices are at last in the mood to bottom out but the present aspect is the first lowest and the parties concerned have different opinions in relation to a possibility of the second lowest. However, the price level of US$7 – 8 per lb. of Mo for molybdenum oxide is not payable for production cost at major mines (primary ,mines) and it has been viewed that the cost to produce molybdenum even at medium and small mines in Huludao district (Liaoning Province) of China has to be higher than US$10 per lb. of Mo and the level of US$7 – 8 is not profitable for these Chinese mines.
On the opportunity of stockpiling copper by China, copper price has rebounded from the late part of March in the international market and turned to a basic tone to recover. In the same case as that of copper, China has been positively importing molybdenum from the western markets since the beginning of 2009 and these active imports of molybdenum by China have now put an impact on molybdenum prices.
According to the customs-statistics released in China, a balance on the quantities (on material base) of molybdenum exported and imported by China in January – March quarter of 2009 was as per the table attached hereto. Namely, China imported 7.69 million lbs. on Mo content base of molybdenum in January – March quarter, which included 6.1 million lbs. of Mo in molybdenum oxide as shared approximately 80% of the whole import.
China was the country, having exported 65 – 70 million lbs. per annum of molybdenum in the past 7 years (1998 to 2004) and covered 25% of molybdenum supply to the world market. Also, China had been still exporting 30 – 40 million lbs. per annum of molybdenum during 2005 to 2008 but has suddenly turned from 2009 to the country to import molybdenum. Its key word is a sharp fall of molybdenum prices in the international market. Steel companies of China have disliked to purchase Chinese molybdenum products at high prices and shifted to import molybdenum products from overseas sources at low prices.
Apart from some of major molybdenum mines in China, small and medium molybdenum mines in China are said to have the capacity to produce 20 – 30 million lbs. per annum in total of molybdenum but have currently faced a loss in their molybdenum production because of a fall of molybdenum prices. Therefore, these sources to supply molybdenum to the Chinese market have temporarily disappeared from the front line of molybdenum sales in China. However, when price of molybdenum oxide rebounds to a level of US$12 per lb. of Mo, molybdenum mines in China will revive their molybdenum production on a profitable scale and, from this point of view, a provisional dangerous water area is supposed to be a higher price than US$10 per lb. of Mo for molybdenum oxide in the international market, because the requirements in China to import molybdenum have a strong possibility to shrink.
Considerable stocks of molybdenum purchased at higher prices and held at warehouses in China are thought to have existed in the Chinese market (19 million lbs. have been supposedly stocked). On the other hand, one analyst estimated that Freeport- McMoRan of the USA, the largest producer of molybdenum in the western world, has stocked approximately 10 million lbs. of molybdenum in concentrate, which have been accumulated during July – September quarter of 2008 to January – March quarter of 2009. In the same case as that of Freeport-McMoRan, Thompson Creek Metals of the USA seems to have stocked a large quantity of molybdenum.
There is a view in the market that, owing to a global reduction in steel production, the world consumption of molybdenum in January – March quarter of 2009 has been estimated to have had a decrease of 20% from that in the preceding quarter of October – December of 2008, and a recovery of molybdenum to be demanded in the western market is still not foreseeable. A sudden increase of the demand to import molybdenum into China has become the factor to sustain molybdenum prices but the basement in China is an intention to purchase molybdenum at discounted prices and, accordingly, an issue of molybdenum prices has been grasped by China. Therefore, a majority of this subject has been under an opaqueness.
The quantities (on material base) of molybdenum oxide imported by China from main overseas sources in January – March quarter of 2009 were <> from Chile : 4,835 tons, <> from Canada : 1,205 tons, <> from Mexico : 2,802 tons, <> from Netherlands : 838 tons and <> from USA : 561 tons, having totaled to 10,241 tons and shared 90% of the whole import. Mines and traders in main producing countries of molybdenum have rushed into the Chinese market to dispose of their molybdenum stocks. The background, which the international price of molybdenum oxide has fallen from the highest of US$35 per lb. of Mo to the lower level of US$7.70 per lb. of Mo is due to the circumstances as mentioned above. – TEX Report
http://metalsplace.com/news/articles/27683/molybdenum-prices…
Posco, Chinese Steelmakers Stop Low-Priced Steel Exports
South Korea's integrated steelmaker Posco and China's various steelmakers have stopped their exports of steel products at low prices, export deals that are known have gone rampant in Asia, it was learned in Tokyo Monday.
A fierce competition among Posco and the Chinese steelmakers once brought a much lower level of US$300/ton FOB for CR sheets from the initial one of US$430/ton FOB. Until now, though, what they charge for various steel products is believed to have hit bottom, market observers point out. There are expectations for an advance in steel transaction prices in Asia for July-September shipments if low prices have completely disappeared, according to market sources.
Posco has concentrated on exports of what the company produces until now to maintain its operations for the gamut of products. The concentration requires specified volumes of exports at what amounts to the lowest price level in Asia. But the company's domestic sales prices represent a high level as compared with the going prices in Asia as a whole.
Offers at low prices, though, have begun to disappear in Posco's steel exports, an atmosphere that looks to preclude any further price reduction in the company's export deals.
It is a shift of focus to domestic deals that accounts for Posco's suspension of steel exports at low prices. The sales shift is intended to stem inflows of steel imports into South Korea. It goes with measures such as a volume discount for domestic customers.
As far as Chinese steelmakers are concerned, they are said to have stopped low-priced offers of what they export in reaction to a changing environment. The stoppage is thought to have followed the environment that promises to bring a rebound of steel transaction prices in Asia as new public investments are afoot in export destinations such as Hong Kong and Singapore.
last modified : Fri 15 May, 2009 [10:11]
http://www.texreport.co.jp/xenglish/
South Korea's integrated steelmaker Posco and China's various steelmakers have stopped their exports of steel products at low prices, export deals that are known have gone rampant in Asia, it was learned in Tokyo Monday.
A fierce competition among Posco and the Chinese steelmakers once brought a much lower level of US$300/ton FOB for CR sheets from the initial one of US$430/ton FOB. Until now, though, what they charge for various steel products is believed to have hit bottom, market observers point out. There are expectations for an advance in steel transaction prices in Asia for July-September shipments if low prices have completely disappeared, according to market sources.
Posco has concentrated on exports of what the company produces until now to maintain its operations for the gamut of products. The concentration requires specified volumes of exports at what amounts to the lowest price level in Asia. But the company's domestic sales prices represent a high level as compared with the going prices in Asia as a whole.
Offers at low prices, though, have begun to disappear in Posco's steel exports, an atmosphere that looks to preclude any further price reduction in the company's export deals.
It is a shift of focus to domestic deals that accounts for Posco's suspension of steel exports at low prices. The sales shift is intended to stem inflows of steel imports into South Korea. It goes with measures such as a volume discount for domestic customers.
As far as Chinese steelmakers are concerned, they are said to have stopped low-priced offers of what they export in reaction to a changing environment. The stoppage is thought to have followed the environment that promises to bring a rebound of steel transaction prices in Asia as new public investments are afoot in export destinations such as Hong Kong and Singapore.
last modified : Fri 15 May, 2009 [10:11]
http://www.texreport.co.jp/xenglish/
May 15/09 May 11/09 McDonald, Ian James Direct Ownership Common Shares 10 - Disposition in the public market -200 $9.000
May 15/09 May 11/09 McDonald, Ian James Direct Ownership Common Shares 10 - Disposition in the public market -19,800 $9.006
May 14/09 May 11/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -14,200 $9.030
May 14/09 May 11/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -15,800 $9.040
May 15/09 May 11/09 McDonald, Ian James Direct Ownership Common Shares 10 - Disposition in the public market -19,800 $9.006
May 14/09 May 11/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -14,200 $9.030
May 14/09 May 11/09 Knoll, Kerry John Indirect Ownership Common Shares 10 - Disposition in the public market -15,800 $9.040
Antwort auf Beitrag Nr.: 37.195.678 von allesaufblau am 17.05.09 22:45:03Knoll scheint inzwischen andere Betätigungsfelder zu haben.
Bei "Canada Lithium" hat er seinen Abschied bereits eingereicht:
Canada Lithium Corp.
TSX VENTURE: CLQ
Apr 28, 2009 18:28 ET
Canada Lithium Corp. would also like to thank board member Kerry Knoll for his contribution to the Company. Kerry Knoll has stepped down from the board of directors to pursue other interests.
http://www.marketwire.com/press-release/Canada-Lithium-Corp-…
Bei "Canada Lithium" hat er seinen Abschied bereits eingereicht:
Canada Lithium Corp.
TSX VENTURE: CLQ
Apr 28, 2009 18:28 ET
Canada Lithium Corp. would also like to thank board member Kerry Knoll for his contribution to the Company. Kerry Knoll has stepped down from the board of directors to pursue other interests.
http://www.marketwire.com/press-release/Canada-Lithium-Corp-…
Kerry J. Knoll
Director
Thompson Creek Metals Company, Incorporated
Toronto, Ontario , CN
Sector: BASIC MATERIALS / Industrial Metals & Minerals
Mr. Knoll is President of Stonegate Minerals Ltd. a private company involved in mining industry investment. He co-founded Blue Pearl Mining Ltd., with Ian McDonald. He was also the co-founder of Glencairn Gold Corporation (now Central Sun Mining Inc.) and Wheaton River Minerals Ltd. (now Goldcorp Inc.). He served in various capacities with these companies for the past 20 years, including President and/or Chairman. He now serves on the board of several mining companies. Other accomplishments during his career include terms as the editor of both The Northern Miner Magazine and the Canadian Mining Journal.
http://people.forbes.com/profile/kerry-j-knoll/79655
Director
Thompson Creek Metals Company, Incorporated
Toronto, Ontario , CN
Sector: BASIC MATERIALS / Industrial Metals & Minerals
Mr. Knoll is President of Stonegate Minerals Ltd. a private company involved in mining industry investment. He co-founded Blue Pearl Mining Ltd., with Ian McDonald. He was also the co-founder of Glencairn Gold Corporation (now Central Sun Mining Inc.) and Wheaton River Minerals Ltd. (now Goldcorp Inc.). He served in various capacities with these companies for the past 20 years, including President and/or Chairman. He now serves on the board of several mining companies. Other accomplishments during his career include terms as the editor of both The Northern Miner Magazine and the Canadian Mining Journal.
http://people.forbes.com/profile/kerry-j-knoll/79655
Ich weiß nicht, ob es allgemein bekannt ist:
"Stonegate Minerals Ltd", die Firma, bei der viele Anleger auf den Börsengang gewartet hatten, fusionierte letzten Juli mit Teilen der "Sprott Resource Corp."(SCP.TO, CA85207D1033), deren Aktien an deutschen Börsen leider nicht gehandelt werden können.
Die neu entstandene Firma "Amalco" wird von Ian McDonald und Kerry J. Knoll gemanaged und ist nicht börsennotiert.
http://www.newswire.ca/fr/releases/archive/July2008/15/c4844…
http://www.alacrastore.com/storecontent/Thomson_M&A/Sprott_R…
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…
"Stonegate Minerals Ltd", die Firma, bei der viele Anleger auf den Börsengang gewartet hatten, fusionierte letzten Juli mit Teilen der "Sprott Resource Corp."(SCP.TO, CA85207D1033), deren Aktien an deutschen Börsen leider nicht gehandelt werden können.
Die neu entstandene Firma "Amalco" wird von Ian McDonald und Kerry J. Knoll gemanaged und ist nicht börsennotiert.
http://www.newswire.ca/fr/releases/archive/July2008/15/c4844…
http://www.alacrastore.com/storecontent/Thomson_M&A/Sprott_R…
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…
Noch einmal "off-topic", aber recht interessant:
Was Kevin Bambrough (CEO) und Eric Sprott persönlich an Insiderkäufen bei SPC getätigt haben, kann sich sehen lassen:
http://www.canadianinsider.com/coReport/allTransactions.php?…
Was Kevin Bambrough (CEO) und Eric Sprott persönlich an Insiderkäufen bei SPC getätigt haben, kann sich sehen lassen:
http://www.canadianinsider.com/coReport/allTransactions.php?…
kein chart funzt.
Börse Kurs +/- % Zeit
Lang & Schwarz 5,99 0,35 6,21% 17:52
Börse Kurs +/- % Zeit
Lang & Schwarz 5,99 0,35 6,21% 17:52
Antwort auf Beitrag Nr.: 37.201.251 von petersylvester am 18.05.09 17:53:53CAN hat •Victoria Day - May 18, 2009
in den USA geben die heute aber mächtig Gas
in den USA geben die heute aber mächtig Gas
Antwort auf Beitrag Nr.: 37.201.295 von renrev am 18.05.09 17:57:28Meine Güte, was wissen die denn in Amiland???
Antwort auf Beitrag Nr.: 37.201.299 von Clowny am 18.05.09 17:58:50 danke.
zuviel um die löffel heute.
zuviel um die löffel heute.
Antwort auf Beitrag Nr.: 37.201.397 von petersylvester am 18.05.09 18:06:57kein Problem
zwar paar tage später als gedacht, aber nun haben wir die 6
wir werden auch noch die 10 und die 15 erleben - jede wette
ANTI
wir werden auch noch die 10 und die 15 erleben - jede wette
ANTI
Antwort auf Beitrag Nr.: 37.201.978 von antisolar am 18.05.09 19:07:34ich hoffe mal das die shortis uns nach oben kaufen
von mir aus auch in großen Schritten
von mir aus auch in großen Schritten
gehen da wieder welche short
Antwort auf Beitrag Nr.: 37.195.678 von allesaufblau am 17.05.09 22:45:03Ian hat bestimmt wieder ein Konzentrationsproblem in seinem Depot
(war mal der Grund wegen seinen Verkäufen, da stand TCM aber noch höher:cry
(war mal der Grund wegen seinen Verkäufen, da stand TCM aber noch höher:cry
Antwort auf Beitrag Nr.: 37.202.160 von Clowny am 18.05.09 19:25:35... die Zahlen zum 15.05.09 sollten wohl morgen oder übermorgen kommen.
Ehrlich gesagt:
Der Kursanstieg wird allmählich unheimlich.
Da Thompson Creek bei den aktuellen Verkaufspreisen keinen einzigen Cent verdient, kann ich den Kurswert kaum nachvollziehen
(obwohl sich mein Depot darüber freut)...
Der Kursanstieg wird allmählich unheimlich.
Da Thompson Creek bei den aktuellen Verkaufspreisen keinen einzigen Cent verdient, kann ich den Kurswert kaum nachvollziehen
(obwohl sich mein Depot darüber freut)...
DOW JONES US STEEL INDEX
185,62
+10,22 +5,83%
http://index.onvista.de/snapshot.html?ID_NOTATION=428438&MON…
185,62
+10,22 +5,83%
http://index.onvista.de/snapshot.html?ID_NOTATION=428438&MON…
Antwort auf Beitrag Nr.: 37.204.285 von Videomart am 18.05.09 23:04:10wie schrieb ein user hier:
unheimlich muß es dir erst ab 35 dollar werden.
unheimlich muß es dir erst ab 35 dollar werden.
ein löffel öl wieder über 60 dollar.
!
Dieser Beitrag wurde moderiert. Grund: auf eigenen Wunsch des Users
frage:
toronto wird heute ja mit einem riesen up gap eröffnen.
ist jetzt toronto oder die usa die heimliche heimatbörse?
toronto wird heute ja mit einem riesen up gap eröffnen.
ist jetzt toronto oder die usa die heimliche heimatbörse?
Ich würde sagen, die gefühlte Heimatbörse ist Toronto. Aber die heimlichte Heimatbörse ist natürlich Toronto
verkaufe ein t
Antwort auf Beitrag Nr.: 37.204.285 von Videomart am 18.05.09 23:04:10Die Kursanstiege vieler Werte haben keine fundamentalen Gründe, die bei den Unternehmen zu suchen sind, erfreuen aber trotzdem vorübergehend die Anleger. Die druckfrischen Scheine aus den Notenpressen dieser Welt wollen gewinnbringend angelegt werden und den absonderlichen Vermehrungswahnsinn weiter treiben. Die Abkopplung des Finanzmarktes von der Realwirtschaft ist und bleibt offenkundig.
Antwort auf Beitrag Nr.: 37.204.919 von petersylvester am 19.05.09 07:40:22wie schrieb ein user hier:
unheimlich muß es dir erst ab 35 dollar werden.
war ich höchstselbst ... nicht irgendein user ...
unheimlich muß es dir erst ab 35 dollar werden.
war ich höchstselbst ... nicht irgendein user ...
Antwort auf Beitrag Nr.: 37.206.020 von ketsie am 19.05.09 10:17:12meinst du eigentlich Kanad. Dollar oder US Dollar?
nur zur Info, um meine Gefühlslage einzuordnen.
nur zur Info, um meine Gefühlslage einzuordnen.
Antwort auf Beitrag Nr.: 37.206.060 von Cleopatra1505 am 19.05.09 10:20:53CAN-Dollar - denn bei 35 waren wir ja schon fast einmal ...
Antwort auf Beitrag Nr.: 37.206.020 von ketsie am 19.05.09 10:17:12sorry, wusste es nicht mehr genau.
Antwort auf Beitrag Nr.: 37.206.512 von ketsie am 19.05.09 11:05:21kurze Zwischenfrage:
> wann waren wir denn schonmal bei 35 Can Dollar???<
Die Charts die ich alle sehe gehen bis max 25 Can Dollar
> wann waren wir denn schonmal bei 35 Can Dollar???<
Die Charts die ich alle sehe gehen bis max 25 Can Dollar
Antwort auf Beitrag Nr.: 37.206.020 von ketsie am 19.05.09 10:17:12Mein Gott, laberst Du einen Müll und hast auch noch ein Gedächtnis wie ein Sieb!
Denkbar schlechte Kombination.
Hat nicht der User Ketsie damals alle zerrissen und zu Vollidioten erklärt, die an den BLE/TCM Deal geglaubt haben?
Hat wohl einer Dein Passwort geklaut und nur in Deinem Namen geschrieben
Aber süss, wie durch Geisterhand aus Saulus dann Paulus wurde
Beste Grüße,
Irgendein User...
Denkbar schlechte Kombination.
Hat nicht der User Ketsie damals alle zerrissen und zu Vollidioten erklärt, die an den BLE/TCM Deal geglaubt haben?
Hat wohl einer Dein Passwort geklaut und nur in Deinem Namen geschrieben
Aber süss, wie durch Geisterhand aus Saulus dann Paulus wurde
Beste Grüße,
Irgendein User...
geh ich recht in der annahme das wir über 9,40 müssen um weiter zu steigen?
Antwort auf Beitrag Nr.: 37.209.119 von petersylvester am 19.05.09 15:33:59Welches Schwein hätten Sie denn gern
das mit der Brille
das mit der Brille
Heute noch?
Chile molybdenum exports down 79.4% in April
SÃO PAULO (Metal-Pages) 19-Apr-2009.
The value of molybdenum exports from Chile fell 79.4% in April compared with the same month last year, according to figures published by the country’s Central Bank. Last month, $ 69 million worth of molybdenum was exported from Chile, as the value of exports tumbled for the sixth successive month.
...
Quelle: www.metal-pages.com/
SÃO PAULO (Metal-Pages) 19-Apr-2009.
The value of molybdenum exports from Chile fell 79.4% in April compared with the same month last year, according to figures published by the country’s Central Bank. Last month, $ 69 million worth of molybdenum was exported from Chile, as the value of exports tumbled for the sixth successive month.
...
Quelle: www.metal-pages.com/
Antwort auf Beitrag Nr.: 37.210.289 von Videomart am 19.05.09 17:05:15Die sind wohl etwas zurück in der Zeitrechnung, gemeint ist hier wohl "Tuesday 19 May 2009".
Folgende Angabe von "Metal-Pages" setze ich einfach mal als richtig voraus:
Molybdenum roasted concentrates (oxide) min 57% China
2009-05-19
+2.82%
Folgende Angabe von "Metal-Pages" setze ich einfach mal als richtig voraus:
Molybdenum roasted concentrates (oxide) min 57% China
2009-05-19
+2.82%
Antwort auf Beitrag Nr.: 37.210.360 von Videomart am 19.05.09 17:12:27Eine Frage an die Experten hier:
Macht es eigentlich Sinn, einen Fast-Produzenten wie MolyMines zu übernehmen, auch wenn dieser seine Mine in Australien hat?
Macht es eigentlich Sinn, einen Fast-Produzenten wie MolyMines zu übernehmen, auch wenn dieser seine Mine in Australien hat?
wau.
Antwort auf Beitrag Nr.: 37.211.011 von petersylvester am 19.05.09 18:12:5910 CAD
Endlich mal wieder
nächstes Ziel
drei stellig
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