führender INDIUM-Lieferant; Rohstoff für Dünnschichtsolarmodule - 500 Beiträge pro Seite
eröffnet am 23.05.07 12:25:14 von
neuester Beitrag 05.08.09 14:55:35 von
neuester Beitrag 05.08.09 14:55:35 von
Beiträge: 76
ID: 1.127.732
ID: 1.127.732
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ISIN: JP3638600001 · WKN: 858423 · Symbol: DMI
33,80
EUR
-2,87 %
-1,00 EUR
Letzter Kurs 19.04.24 Tradegate
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 31,90 | +18,10 | |
| 0,8000 | +17,65 | |
| 0,5500 | +14,61 | |
| 0,8200 | +12,33 | |
| 11,420 | +11,41 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,1600 | -8,67 | |
| 2,1800 | -9,17 | |
| 69,01 | -9,53 | |
| 0,7997 | -12,16 | |
| 4,2300 | -17,86 |
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Hallo,
bin zufällig über den User Pliscon auf diesen Wert gestossen. Er wurde schon vor gut einem Jahr mal detaillierter besprochen, bisher gab es aber keinen eigenen Thread.
Leider konnte ich die für den 14.5.2007 angekündigten Zahlen zum Fiscal Year 2006, welches per 31.3.2007 endete, nicht finden.
Hochgerechnet aus den Q3-Zahlen komme ich aber auf ein KGV von ca. 12 und ein KBV von 2,5 bei einer EK-Rendite von >25%.
Wer schon andere Threads von mir gesehen hat, wird wissen, dass mein Primärinteresse bei Solar liegt. Das ist hier insoweit relevant, als dass INDIUM eines der seltensten Metall überhaupt ist und Dowa hier wohl eine sehr starke Position hat. Das habe ich bisher aus dem alten Thread übernommen und nicht selbst geprüft.
Einige der aktuell zum Markteintritt strebenden Dünnschichthersteller fertigen auf CIGS-Basis, wobei das I für Indium steht.
Das sind z.B. Nanosolar, Solaria (Q-Cells), Johanna (aleo), Würth, und noch einige weitere.
Insoweit ist es sicher interessant, auch aus diesem Blickwinkel ein Auge auf der Rohstoffversorgung zu haben.
Ansonsten ist für mich der sehr stark abgewertete Yen ein Argument für eine erste kleine Posi, da Dowa wohl substantiell in Japan produziert und insoweit von einer Yen-Erholung profitieren dürfte.
Meinungen?
bin zufällig über den User Pliscon auf diesen Wert gestossen. Er wurde schon vor gut einem Jahr mal detaillierter besprochen, bisher gab es aber keinen eigenen Thread.
Leider konnte ich die für den 14.5.2007 angekündigten Zahlen zum Fiscal Year 2006, welches per 31.3.2007 endete, nicht finden.
Hochgerechnet aus den Q3-Zahlen komme ich aber auf ein KGV von ca. 12 und ein KBV von 2,5 bei einer EK-Rendite von >25%.
Wer schon andere Threads von mir gesehen hat, wird wissen, dass mein Primärinteresse bei Solar liegt. Das ist hier insoweit relevant, als dass INDIUM eines der seltensten Metall überhaupt ist und Dowa hier wohl eine sehr starke Position hat. Das habe ich bisher aus dem alten Thread übernommen und nicht selbst geprüft.
Einige der aktuell zum Markteintritt strebenden Dünnschichthersteller fertigen auf CIGS-Basis, wobei das I für Indium steht.
Das sind z.B. Nanosolar, Solaria (Q-Cells), Johanna (aleo), Würth, und noch einige weitere.
Insoweit ist es sicher interessant, auch aus diesem Blickwinkel ein Auge auf der Rohstoffversorgung zu haben.
Ansonsten ist für mich der sehr stark abgewertete Yen ein Argument für eine erste kleine Posi, da Dowa wohl substantiell in Japan produziert und insoweit von einer Yen-Erholung profitieren dürfte.
Meinungen?
Übrigens ist der korrekte Name nicht mehr Dowa Mining, sondern Dowa Holdings, nachdem im Okt2006 umorganisiert wurde.
Die WKN stimmt aber.
www.dowa.co.jp
Die WKN stimmt aber.
www.dowa.co.jp
Antwort auf Beitrag Nr.: 29.432.741 von meinolf67 am 23.05.07 12:25:14Am Wochenende stand ein interessanter artikel über Nanosolar,Solazyme & Amyris in der SZ. Alle 3 z.zt. ungelistet, soweit ich weis. Besitzt jemand weitergehende kenntnisse über IPO-bestrebungen . mfg.
Antwort auf Beitrag Nr.: 29.433.645 von rdeniro am 23.05.07 13:18:03Nano dürfte frühestens IPOen, wenn die Fertigung läuft.
An Infos dazu wäre ich auch sehr interessiert.
Es gibt einen Thread zu Nano, in dem aber wenig für mich Neues stand.
Die beiden anderen kenne ich gar nicht.
Werde mal googlen und melde mich wieder.
An Infos dazu wäre ich auch sehr interessiert.
Es gibt einen Thread zu Nano, in dem aber wenig für mich Neues stand.
Die beiden anderen kenne ich gar nicht.
Werde mal googlen und melde mich wieder.
Antwort auf Beitrag Nr.: 29.433.645 von rdeniro am 23.05.07 13:18:03...die beiden anderen sind als Biotechs eher nicht so meine Kragenweite.
Wenn ich was zu Nanosolar erfahre, poste ich es in dem entsprechenden Thread.
Wenn ich was zu Nanosolar erfahre, poste ich es in dem entsprechenden Thread.
Trading Spotlight
Antwort auf Beitrag Nr.: 29.432.741 von meinolf67 am 23.05.07 12:25:14Wird Indium nicht als Nebenprodukt bei der Gewinnung von Zink und Kupfer gewonnen? Wahrscheinlich macht dann die Indium - Sparte bei Dowa nur einen sehr kleinen Teil aus, oder?
Es gibt noch einen weiteren Dünnschichthersteller: CIS Solartechnik.
Kupfer/Indium/Selen. Produktion soll zum Jahresende beginnen, ist ein 50/50 Projekt ua. der Norddeutschen Affinerie. Kupfer und Selen ist bei denen sowieso Tagesschäft, bei Indium weiss ich es nicht. Etwas mehr Infos über Indium zu bekommen wäre aber sehr schön.
http://www.cis-solartechnik.de/de/main/home/
Es gibt noch einen weiteren Dünnschichthersteller: CIS Solartechnik.
Kupfer/Indium/Selen. Produktion soll zum Jahresende beginnen, ist ein 50/50 Projekt ua. der Norddeutschen Affinerie. Kupfer und Selen ist bei denen sowieso Tagesschäft, bei Indium weiss ich es nicht. Etwas mehr Infos über Indium zu bekommen wäre aber sehr schön.
http://www.cis-solartechnik.de/de/main/home/
Es gibt Bemühungen Indium zu ersetzen - hier eine ältere Meldung:
Tosoh: Neues günstigeres Material für LCD-Fertigung
27.11.06 (www.emfis.com)
Tokyo
Das japanische Spezialchemie-Unternehmen Tosoh hat mitgeteilt, ein billigeres Ersatz-Material für die Herstellung von Flüssigkristall-Displays entwickelt zu haben. Es handle sich dabei um einen Stoff auf Zink-Basis. Mit diesem könne die Elektroden-Membran aus Indium-Zinnoxid im Inneren der LC-Displays kostengünstig ersetzt werden. In einem Werk in Yamagata sei bereits eine kleine Produktionsstrecke für die Membranen aufgebaut worden. Das Unternehmen sei gerade dabei, ein Vermarktungskonzept zu entwickeln.
Wegen der enormen Nachfrage nach LCD-Bildschirmen hat sich der Preis für Indium in den vergangenen vier Jahren verzehnfacht. Dies hat - neben dem harten Preiswettbewerb - die Gewinnmargen der Produzenten zuletzt deutlich unter Druck gebracht.
In Frankfurt konnten sich Tosoh heute morgen um 4,76 Prozent auf 3,30 Euro verbessern.
Tosoh: Neues günstigeres Material für LCD-Fertigung
27.11.06 (www.emfis.com)
Tokyo
Das japanische Spezialchemie-Unternehmen Tosoh hat mitgeteilt, ein billigeres Ersatz-Material für die Herstellung von Flüssigkristall-Displays entwickelt zu haben. Es handle sich dabei um einen Stoff auf Zink-Basis. Mit diesem könne die Elektroden-Membran aus Indium-Zinnoxid im Inneren der LC-Displays kostengünstig ersetzt werden. In einem Werk in Yamagata sei bereits eine kleine Produktionsstrecke für die Membranen aufgebaut worden. Das Unternehmen sei gerade dabei, ein Vermarktungskonzept zu entwickeln.
Wegen der enormen Nachfrage nach LCD-Bildschirmen hat sich der Preis für Indium in den vergangenen vier Jahren verzehnfacht. Dies hat - neben dem harten Preiswettbewerb - die Gewinnmargen der Produzenten zuletzt deutlich unter Druck gebracht.
In Frankfurt konnten sich Tosoh heute morgen um 4,76 Prozent auf 3,30 Euro verbessern.
Antwort auf Beitrag Nr.: 29.496.464 von cmeise am 28.05.07 10:06:57Dowa recycelt wohl auch in großem Umfang.
Antwort auf Beitrag Nr.: 29.518.125 von cmeise am 29.05.07 07:25:10Yup,
dass für die Displays nach einer Alternative gefahndet wird, hatte ich auch schon mal gelesen. Den Stoff kannte ich aber noch nicht.
Ob und inwieweit das auch bei den Solarzellen funzt..., keine Ahnung.
dass für die Displays nach einer Alternative gefahndet wird, hatte ich auch schon mal gelesen. Den Stoff kannte ich aber noch nicht.
Ob und inwieweit das auch bei den Solarzellen funzt..., keine Ahnung.
Antwort auf Beitrag Nr.: 29.518.884 von meinolf67 am 29.05.07 09:14:51...könnte aber etwas den Preisdruck nehmen, wenn sich das für Displays durchsetzt.
Antwort auf Beitrag Nr.: 29.519.019 von cmeise am 29.05.07 09:22:43korrekt!
Sonst noch irgendwas passiert, die letzten Wochen?
Kurs war ja recht rege....
SANKEI NEWSPAPER REPORTS
Dowa Mining seeks zinc mine in Bolivia
Dowa Mining, a Japanese nonferrous metals producer, is looking for a zinc mine in Bolivia, according to the Sankei newspaper on Tuesday. Also, Dowa Mining is intending to invest $32.69 million in the next three years to double production at its Tizapa mine in Mexico.
Author: Reuters
Posted: Tuesday , 03 Jul 2007
TOKYO -
Japan's Dowa Mining Co. Ltd., a nonferrous metals producer, is searching for an indium-rich zinc mine mainly in Bolivia and other areas in South America, the Sankei newspaper said on Tuesday.
Dowa is also planning to invest an additional 4 billion yen ($32.69 million) in the next three years to double production at the Tizapa mine in central Mexico, its President Masaki Kono was quoted by the Sankei as saying.
The mine started operating in 1997, producing copper, lead and zinc concentrates. Its output totalled 5 million tonnes in 2006.
Kono said the output of concentrates could be doubled by digging the mine deeper.
Zinc concentrate from the mine is fed to Dowa's smelter in Akita in northern Japan.
Dowa owns a 39 percent stake in Tizapa, while trading firm Sumitomo Corp. holds 10 percent and Mexico's Penoles the remaining 51 percent.
Dowa is searching for an indium-rich zinc mine as it wants to raise output of the rare metal, which is widely used for flat panel display television and computer screens.
The company aims to raise production of indium, a by-product from refining zinc, to 70 tonnes by the end of the year to next March 31 from 50 tonnes in 2006/07. ($1=122.34 Yen)
Kurs war ja recht rege....
SANKEI NEWSPAPER REPORTS
Dowa Mining seeks zinc mine in Bolivia
Dowa Mining, a Japanese nonferrous metals producer, is looking for a zinc mine in Bolivia, according to the Sankei newspaper on Tuesday. Also, Dowa Mining is intending to invest $32.69 million in the next three years to double production at its Tizapa mine in Mexico.
Author: Reuters
Posted: Tuesday , 03 Jul 2007
TOKYO -
Japan's Dowa Mining Co. Ltd., a nonferrous metals producer, is searching for an indium-rich zinc mine mainly in Bolivia and other areas in South America, the Sankei newspaper said on Tuesday.
Dowa is also planning to invest an additional 4 billion yen ($32.69 million) in the next three years to double production at the Tizapa mine in central Mexico, its President Masaki Kono was quoted by the Sankei as saying.
The mine started operating in 1997, producing copper, lead and zinc concentrates. Its output totalled 5 million tonnes in 2006.
Kono said the output of concentrates could be doubled by digging the mine deeper.
Zinc concentrate from the mine is fed to Dowa's smelter in Akita in northern Japan.
Dowa owns a 39 percent stake in Tizapa, while trading firm Sumitomo Corp. holds 10 percent and Mexico's Penoles the remaining 51 percent.
Dowa is searching for an indium-rich zinc mine as it wants to raise output of the rare metal, which is widely used for flat panel display television and computer screens.
The company aims to raise production of indium, a by-product from refining zinc, to 70 tonnes by the end of the year to next March 31 from 50 tonnes in 2006/07. ($1=122.34 Yen)
Geschäftsbericht 2006-2007 seit einiger Zeit online.
Aktuelles KGV ist ca. 15, 23,8% EK-Rendite.
Aktuelles KGV ist ca. 15, 23,8% EK-Rendite.
Dowa wants to recycle precious metals from SE Asia mobiles
10/08/2007 08:21:00 - by Commsday
Japan’s Dowa Holdings wants to import used mobile phones from Southeast Asia to extract nonferrous metals such as gold and copper from them for recycling.
The plan will be a joint project with the Geneva-based Secretariat of the Basle Convention,
that is aimed at controlling transfers of hazardous waste between nations and its eventual disposal.
At the moment, in Southeast Asia, used and defunct cell phones are transported to China for recycling, wherein most cases only precious metals are extracted. Hazardous substances are usually left in the gutted phones and are incinerated with ordinary waste, adding to pollution.
The Dowa group owns the only smelter in Asia capable of extracting individual metals from ores containing several metals such as copper, gold and lead. Interestingly, the technology also can be used to extract metals from cell phone substrates.
In the first instance Dowa will collect discarded mobiles from Thailand, Malaysia and Singapore.
A company spokesman explained, “Imported mobile phones will be crushed and then put into a furnace to extract nonferrous metals such as gold, copper and lead. Arsenic, a hazardous material that will be separated, will be buried in the smelter's final disposal area.”
Well. It's a start. Even though the mountains of abandoned, used handsets are looking more and more like a half-scale model of the Himalayas.
10/08/2007 08:21:00 - by Commsday
Japan’s Dowa Holdings wants to import used mobile phones from Southeast Asia to extract nonferrous metals such as gold and copper from them for recycling.
The plan will be a joint project with the Geneva-based Secretariat of the Basle Convention,
that is aimed at controlling transfers of hazardous waste between nations and its eventual disposal.
At the moment, in Southeast Asia, used and defunct cell phones are transported to China for recycling, wherein most cases only precious metals are extracted. Hazardous substances are usually left in the gutted phones and are incinerated with ordinary waste, adding to pollution.
The Dowa group owns the only smelter in Asia capable of extracting individual metals from ores containing several metals such as copper, gold and lead. Interestingly, the technology also can be used to extract metals from cell phone substrates.
In the first instance Dowa will collect discarded mobiles from Thailand, Malaysia and Singapore.
A company spokesman explained, “Imported mobile phones will be crushed and then put into a furnace to extract nonferrous metals such as gold, copper and lead. Arsenic, a hazardous material that will be separated, will be buried in the smelter's final disposal area.”
Well. It's a start. Even though the mountains of abandoned, used handsets are looking more and more like a half-scale model of the Himalayas.
weiss irgendjemand, wo man die ganze Meldung finden kann?
auf der Webseite finde ich nichts.
"Dowa Holdings Co Ltd. Raises Consolidated Mid-year and Full-year Financial Guidance for FY Ending March 2008
Reuters Key Development - 30 Jul 2007
Dowa Holdings Co Ltd. announced that it has raised its consolidated mid-year and full-year financial guidance for the fiscal year ending March 2008. As for mid-year, the Company has raised the..."
auf der Webseite finde ich nichts.
"Dowa Holdings Co Ltd. Raises Consolidated Mid-year and Full-year Financial Guidance for FY Ending March 2008
Reuters Key Development - 30 Jul 2007
Dowa Holdings Co Ltd. announced that it has raised its consolidated mid-year and full-year financial guidance for the fiscal year ending March 2008. As for mid-year, the Company has raised the..."
Die Kapazität der Indiumproduktion ist auf 150 t gesteigert worden. (Dowa increased its capacity for recovering indium from indium tin oxide (ITO) scrap, a business conducted by Akita Rare Metals Co., Ltd., and established a system capable of processing 150 tons per annum.)
Laut Wikipedia lag die für ganz Japan in 2005 bei 70 t und weltweit in dem Jahr bei 500t.
@meinolf - zu #16 habe ich nichts gefunden.
Laut Wikipedia lag die für ganz Japan in 2005 bei 70 t und weltweit in dem Jahr bei 500t.
@meinolf - zu #16 habe ich nichts gefunden.
Dowa Holdings Co. (5714.TO)
Tokyo
1st Quarter Ended June 30:
GROUP 2007 2006
Revenue Y119.20 bln Y105.60 bln
Operating Profit 17.53 bln 11.39 bln
Pretax Profit 17.82 bln 12.29 bln
Net Profit 9.76 bln 8.52 bln
Per share
Earnings 32.56 28.40
Diluted earnings 30.99 N/A
Results are based on Japanese accounting standards.
Tokyo
1st Quarter Ended June 30:
GROUP 2007 2006
Revenue Y119.20 bln Y105.60 bln
Operating Profit 17.53 bln 11.39 bln
Pretax Profit 17.82 bln 12.29 bln
Net Profit 9.76 bln 8.52 bln
Per share
Earnings 32.56 28.40
Diluted earnings 30.99 N/A
Results are based on Japanese accounting standards.
und fürs ganze Jahr erwarten sie 26 Mrd Yen (in 2006 waren es 26,3)...
konservativ?
konservativ?
Dowa cuts indium price for first since Sept 2006
Reuters - Monday, October 1
TOKYO, Oct 1 - Dowa Holdings , Japan's top indium supplier, said on Monday it had lowered its selling prices for the rare metal for the first time in 13 months due to falls in global prices given an increase in supplies.
Dowa reduced the price of an indium ingot, with 99.99 percent purity, by 5,000 yen or 4.5 percent to 105,000 yen per kg for customers who buy in large volumes.
Indium, a by-product from refining zinc, is a key ingredient for making liquid crystal displays for television and computer screens.
For customers buying in small volumes, the price was also cut by 5,000 yen to 110,000 yen.
An official of Dowa Electronics Materials, an unit of Dowa Holdings, said domestic demand for indium remained strong, but more availability of physical indium has been depressing prices.
"Domestic demand stays solid. Demand is also not expected to rise sharply so there is no major concern over tight supplies now," the official said.
Spot indium prices have fallen to their lowest level since April 2004.
As of Friday, indium was at $600 a kg, down about 17 percent from this year's peak of $725 in January. It was above $1,000 in 2005.
Industry sources said consumption in Japan tends to rise during the fourth quarter as end-users such as screen makers increase output ahead of the year-end shopping season.
Since April 2006, Dowa has been providing domestic indium selling prices after Nippon Mining and Metals Co. discontinued sales and stopped providing prices of the rare metal at the end of March as it decided to concentrate on its copper business.
Media reports said Dowa aims to raise production of indium to about 70-100 tonnes by the end of the year to March 31, 2008 from 50 tonnes in the last business year which ended in March.
Reuters - Monday, October 1
TOKYO, Oct 1 - Dowa Holdings , Japan's top indium supplier, said on Monday it had lowered its selling prices for the rare metal for the first time in 13 months due to falls in global prices given an increase in supplies.
Dowa reduced the price of an indium ingot, with 99.99 percent purity, by 5,000 yen or 4.5 percent to 105,000 yen per kg for customers who buy in large volumes.
Indium, a by-product from refining zinc, is a key ingredient for making liquid crystal displays for television and computer screens.
For customers buying in small volumes, the price was also cut by 5,000 yen to 110,000 yen.
An official of Dowa Electronics Materials, an unit of Dowa Holdings, said domestic demand for indium remained strong, but more availability of physical indium has been depressing prices.
"Domestic demand stays solid. Demand is also not expected to rise sharply so there is no major concern over tight supplies now," the official said.
Spot indium prices have fallen to their lowest level since April 2004.
As of Friday, indium was at $600 a kg, down about 17 percent from this year's peak of $725 in January. It was above $1,000 in 2005.
Industry sources said consumption in Japan tends to rise during the fourth quarter as end-users such as screen makers increase output ahead of the year-end shopping season.
Since April 2006, Dowa has been providing domestic indium selling prices after Nippon Mining and Metals Co. discontinued sales and stopped providing prices of the rare metal at the end of March as it decided to concentrate on its copper business.
Media reports said Dowa aims to raise production of indium to about 70-100 tonnes by the end of the year to March 31, 2008 from 50 tonnes in the last business year which ended in March.
Antwort auf Beitrag Nr.: 31.865.317 von cmeise am 06.10.07 12:52:21Respekt und Danke!
Wie kriegst Du sowas raus?
Kennst Du Dich in der Branche aus?
Und es ist schön, nicht allein zu sein
Wie kriegst Du sowas raus?
Kennst Du Dich in der Branche aus?
Und es ist schön, nicht allein zu sein
Antwort auf Beitrag Nr.: 31.866.809 von meinolf67 am 06.10.07 14:31:10Nein,nein, ich bin nicht aus der Branche, aber auf der Suche nach soliden Titeln mit längerfristigen Aussichten und nicht zu starkem Stressfaktor in dem Sektor. Du hast ja schon einige schöne Titel vorgestellt (zB Orkla) und Dowa finde ich auch sehr spannend. Deswegen Danke dafür.
Die Info habe ich ganz einfach hier her - immer gut für Infos aus der asiatischen Region:
http://sg.biz.yahoo.com/intl/
Das Problem ist allerdings, dass die News da oft nur wenige Tage auftauchen und dann nicht mehr zu finden sind. Die Dowa - News ist jetzt auch schon wieder weg - statt dessen habe ich etwas anderes zu Indium gefunden (su).
Sie sind ja mit ihren Prognosen sehr konservativ und rechnen in den nächsten Jahren mit stark fallenden Metallpreisen. Deswegen soll zB Umsatz im Metallbereich von 276 Mrd Yen auf 98 Mrd in 2009 fallen. Aber ich finde dass das eine recht düstere Prognose ist. Man wird sehen.
Leider gibt es wenig Infos zum Anteil von Indium in den ganzen Rechnungen. Und in dem Jahresbericht heisst es anders als in der News, dass die Kapazität bereits auf 150 t erweitert worden wäre.
Übrigens läge der Umsatz von 50t Indium bei den unten genannten Preisen schon bei ca 50 Mrd Yen (wenn ich richtig gerechnet habe, sind sehr viele Nullen). Deswegen kann ich an die 98 Mrd Gesamtumsatz im Metal/Mining Bereich für 2009 nicht glauben.
Der ganze Bereich des Dünnfilms ist sicher noch gar nicht richtig relevant für die Nachfrage. Auf ihrer Homepage kommt Indium ja nur im Zusammenhang mit den LCD Bildschirmen vor. Ich fände es mal sehr interessant zu erfahren, wieviel Indium eigentlich pro MW Dünnfilm in etwa gebraucht wird?
Wo hast Du eigentlich die Q Zahlen her, habe ich auf der HP nicht gesehen?
Information Gap on Material Supplies
AP - Saturday, October 6
By RANDOLPH E. SCHMID,Associated Press Writer AP - Saturday, October 6
WASHINGTON - Neither government nor industry has accurate information on the availability of minerals and other materials that may become critical for uses ranging from everyday household products to national defense, it was reported Friday.
The National Research Council said that more reliable information is needed on stockpiles, sources and possible disruptions of critical materials. An information gap exists, it said, and that's a perilous thought since no one can say with certainty when a particular material might become critical necessary for the economy or the needs of the military.
"In order to operate well, a stockpiling system needs to have detailed information about the specific material needs of the military and about any possible restrictions on the supply of those materials," Robert H. Latiff, chairman of a committee that looked at military needs, said in a statement. Latiff is a chief engineer and technology officer at Science Applications International Corp.
The National Defense Stockpile "neither collects nor has access to these types of data, which essentially removes the stockpile as an effective component of our nation's defense. We need a more comprehensive approach to managing the U.S. defense material needs," Latiff added.
Roderick G. Eggert, chair of the committee that studied mineral needs, and director of the division of economics and business at the Colorado School of Mines, said "industries dependent on minerals can be significantly influenced by supply disruptions, which might be avoided with better information.
"Consumers and producers would both greatly benefit from a systematic framework for evaluating minerals that are critical to the economy," he said.
The committee said that platinum group metals, rare earth elements, indium, manganese and niobium _ minerals used to make LCD TVs, catalytic converters, pacemakers and other products Americans rely on daily _ are currently highly critical. That means they are difficult or impossible to substitute, essential in their use and have potentially at-risk supplies.
They recommended that the U.S. Geological Survey or some other agency should be given the necessary funding and authority to collect minerals information.
They also called for a new approach for the National Defense Stockpile, with improved planning and building robust supply chains for essential materials to better reduce the impact of supply shortfalls or sudden surges in demand.
The National Research Council is an arm of the National Academy of Sciences, an independent organization chartered by Congress to advise the government on scientific matters.
On the Net:
NAS: http://www.nationalacademies.org
Die Info habe ich ganz einfach hier her - immer gut für Infos aus der asiatischen Region:
http://sg.biz.yahoo.com/intl/
Das Problem ist allerdings, dass die News da oft nur wenige Tage auftauchen und dann nicht mehr zu finden sind. Die Dowa - News ist jetzt auch schon wieder weg - statt dessen habe ich etwas anderes zu Indium gefunden (su).
Sie sind ja mit ihren Prognosen sehr konservativ und rechnen in den nächsten Jahren mit stark fallenden Metallpreisen. Deswegen soll zB Umsatz im Metallbereich von 276 Mrd Yen auf 98 Mrd in 2009 fallen. Aber ich finde dass das eine recht düstere Prognose ist. Man wird sehen.
Leider gibt es wenig Infos zum Anteil von Indium in den ganzen Rechnungen. Und in dem Jahresbericht heisst es anders als in der News, dass die Kapazität bereits auf 150 t erweitert worden wäre.
Übrigens läge der Umsatz von 50t Indium bei den unten genannten Preisen schon bei ca 50 Mrd Yen (wenn ich richtig gerechnet habe, sind sehr viele Nullen). Deswegen kann ich an die 98 Mrd Gesamtumsatz im Metal/Mining Bereich für 2009 nicht glauben.
Der ganze Bereich des Dünnfilms ist sicher noch gar nicht richtig relevant für die Nachfrage. Auf ihrer Homepage kommt Indium ja nur im Zusammenhang mit den LCD Bildschirmen vor. Ich fände es mal sehr interessant zu erfahren, wieviel Indium eigentlich pro MW Dünnfilm in etwa gebraucht wird?
Wo hast Du eigentlich die Q Zahlen her, habe ich auf der HP nicht gesehen?
Information Gap on Material Supplies
AP - Saturday, October 6
By RANDOLPH E. SCHMID,Associated Press Writer AP - Saturday, October 6
WASHINGTON - Neither government nor industry has accurate information on the availability of minerals and other materials that may become critical for uses ranging from everyday household products to national defense, it was reported Friday.
The National Research Council said that more reliable information is needed on stockpiles, sources and possible disruptions of critical materials. An information gap exists, it said, and that's a perilous thought since no one can say with certainty when a particular material might become critical necessary for the economy or the needs of the military.
"In order to operate well, a stockpiling system needs to have detailed information about the specific material needs of the military and about any possible restrictions on the supply of those materials," Robert H. Latiff, chairman of a committee that looked at military needs, said in a statement. Latiff is a chief engineer and technology officer at Science Applications International Corp.
The National Defense Stockpile "neither collects nor has access to these types of data, which essentially removes the stockpile as an effective component of our nation's defense. We need a more comprehensive approach to managing the U.S. defense material needs," Latiff added.
Roderick G. Eggert, chair of the committee that studied mineral needs, and director of the division of economics and business at the Colorado School of Mines, said "industries dependent on minerals can be significantly influenced by supply disruptions, which might be avoided with better information.
"Consumers and producers would both greatly benefit from a systematic framework for evaluating minerals that are critical to the economy," he said.
The committee said that platinum group metals, rare earth elements, indium, manganese and niobium _ minerals used to make LCD TVs, catalytic converters, pacemakers and other products Americans rely on daily _ are currently highly critical. That means they are difficult or impossible to substitute, essential in their use and have potentially at-risk supplies.
They recommended that the U.S. Geological Survey or some other agency should be given the necessary funding and authority to collect minerals information.
They also called for a new approach for the National Defense Stockpile, with improved planning and building robust supply chains for essential materials to better reduce the impact of supply shortfalls or sudden surges in demand.
The National Research Council is an arm of the National Academy of Sciences, an independent organization chartered by Congress to advise the government on scientific matters.
On the Net:
NAS: http://www.nationalacademies.org
Antwort auf Beitrag Nr.: 31.872.355 von cmeise am 06.10.07 20:25:56Hallo,
ich schreibe nicht so viel weil ich nix kann außer rechnen, und auch da mache ich Fehler ...
105,000 yen per kg
mal 50t oder 50.000 kg
ergibt 5,25 Mrd. Yen
Dann stimmt doch die Welt wieder, oder?
Gruß, Rad
ich schreibe nicht so viel weil ich nix kann außer rechnen, und auch da mache ich Fehler ...
105,000 yen per kg
mal 50t oder 50.000 kg
ergibt 5,25 Mrd. Yen
Dann stimmt doch die Welt wieder, oder?
Gruß, Rad
Antwort auf Beitrag Nr.: 31.873.416 von Radikalinsky am 06.10.07 21:23:39Oh danke...obwohl das natürlich etwas schade ist.
mmh - heute geht es aber richtig runter. -15% auf 6,15€. Hat jemand eine Nachricht dazu?
Antwort auf Beitrag Nr.: 32.357.286 von cmeise am 09.11.07 10:02:34Diese Fragment finde ich bei Google Finance:
Dowa Holdings Co Ltd. Lowers Consolidated Full-year Outlook for FY Ending March 31, 2008
Reuters Key Development - 8 Nov 2007
Dowa Holdings Co Ltd. announced that it has lowered its consolidated full-year outlook for revenue from JPY 460,000 million to JPY 440,000 million, operating profit from JPY 51,000 million to JPY...
Dowa Holdings Co Ltd. Lowers Consolidated Full-year Outlook for FY Ending March 31, 2008
Reuters Key Development - 8 Nov 2007
Dowa Holdings Co Ltd. announced that it has lowered its consolidated full-year outlook for revenue from JPY 460,000 million to JPY 440,000 million, operating profit from JPY 51,000 million to JPY...
DJ Dowa Holdings 1H Group Net Y12.12B Vs Y13.86B
Dowa Holdings Co. (5714.TO)
Tokyo
Half-Year Ended Sept. 30:
GROUP 2007 2006
Revenue Y237.21 bln Y217.68 bln
Operating Profit 27.36 bln 23.29 bln
Pretax Profit 27.45 bln 23.92 bln
Net Profit 12.12 bln 13.86 bln
Per share
Earnings 40.42 46.23
Diluted earnings 38.47 N/A
PARENT 2007 2006
Revenue Y11.85 bln Y194.22 bln
Operating Profit 8.70 bln 13.32 bln
Pretax Profit 9.13 bln 14.38 bln
Net Profit 6.52 bln 6.86 bln
Per share
Earnings 21.46 22.57
Dividend
Year-end N/A 20.00
Annual N/A 20.00
Results are based on Japanese accounting standards.
Dowa Holdings Co. (5714.TO)
Tokyo
Half-Year Ended Sept. 30:
GROUP 2007 2006
Revenue Y237.21 bln Y217.68 bln
Operating Profit 27.36 bln 23.29 bln
Pretax Profit 27.45 bln 23.92 bln
Net Profit 12.12 bln 13.86 bln
Per share
Earnings 40.42 46.23
Diluted earnings 38.47 N/A
PARENT 2007 2006
Revenue Y11.85 bln Y194.22 bln
Operating Profit 8.70 bln 13.32 bln
Pretax Profit 9.13 bln 14.38 bln
Net Profit 6.52 bln 6.86 bln
Per share
Earnings 21.46 22.57
Dividend
Year-end N/A 20.00
Annual N/A 20.00
Results are based on Japanese accounting standards.
Antwort auf Beitrag Nr.: 32.359.763 von meinolf67 am 09.11.07 12:41:27Danke. Ich hab den Rest der Meldung jetzt auch herbeigegoogelt:
Dowa Holdings Co Ltd. announced that it has lowered its consolidated full-year outlook for revenue from JPY 460,000 million to JPY 440,000 million, operating profit from JPY 51,000 million to JPY 46,000 million, ordinary profit from JPY 51,000 million to JPY 46,000 million and net profit from JPY 26,000 million to JPY 22,000 million for the fiscal year ending March 31, 2008. The Company lowered the consolidated guidance due to decreased selling prices, high yen and the concern of demands in electronic material and metal processed divisions. According to Reuters Estimates, analysts on average are expecting the Company to report full-year revenue of JPY 481,000 million and net profit of JPY 29,800 million.
Dowa Holdings Co Ltd. announced that it has lowered its consolidated full-year outlook for revenue from JPY 460,000 million to JPY 440,000 million, operating profit from JPY 51,000 million to JPY 46,000 million, ordinary profit from JPY 51,000 million to JPY 46,000 million and net profit from JPY 26,000 million to JPY 22,000 million for the fiscal year ending March 31, 2008. The Company lowered the consolidated guidance due to decreased selling prices, high yen and the concern of demands in electronic material and metal processed divisions. According to Reuters Estimates, analysts on average are expecting the Company to report full-year revenue of JPY 481,000 million and net profit of JPY 29,800 million.
Antwort auf Beitrag Nr.: 32.359.947 von cmeise am 09.11.07 12:53:46Die letzte Prognose war vom 30.7.2007 - und da hatte man net profit gerade von 20 auf 26 angehoben, jetzt wieder auf 22 gesenkt. Finde ich etwas merkwürdig.
Dowa Plunges for Second Day After Reducing Profit Forecast 15%
By Dave McCombs
Nov. 12 (Bloomberg) -- Dowa Holdings Co., Japan's second- largest smelter, was headed for its biggest two-day decline in at least 33 years in Tokyo trading after reducing its profit forecast because of falling metals prices.
The shares dropped 18 percent to 830 yen as of 12:40 p.m. on the Tokyo Stock Exchange, bringing the two-day decline to 31 percent, the biggest since at least 1974.
The Tokyo-based company cut its full-year profit forecast 17 percent to 22 billion yen ($200 million) on Nov. 8 on the outlook for lower than previously expected prices for the zinc, copper and indium the company makes. The cut also damped optimism Dowa would counter swings in metal prices with stronger earnings from its environmental and recycling businesses.
``It's not just the smelter business that isn't growing,'' Masaru Ohkawa, an analyst at Nomura Holdings Inc., wrote in a note to clients today. ``The other units aren't growing either.'' Ohkawa lowered his rating on the stock to ``neutral'' from ``buy.''
Dowa had on July 30 raised its outlook for net income to 26 billion yen in the year ending March 31, from an initial estimate of 20 billion yen and compared with 26.3 billion yen in the previous year.
Zinc prices touched the lowest in 19 months on the London Metal Exchange Nov 2. The metal traded at $2,700 a metric ton as of 12:54 p.m. in Tokyo, the lowest since April 3, 2006. Copper fell for a fourth day, trading at $7,025 a ton, after dropping to $6,963 a ton on Nov. 9, the lowest since Aug. 21.
By Dave McCombs
Nov. 12 (Bloomberg) -- Dowa Holdings Co., Japan's second- largest smelter, was headed for its biggest two-day decline in at least 33 years in Tokyo trading after reducing its profit forecast because of falling metals prices.
The shares dropped 18 percent to 830 yen as of 12:40 p.m. on the Tokyo Stock Exchange, bringing the two-day decline to 31 percent, the biggest since at least 1974.
The Tokyo-based company cut its full-year profit forecast 17 percent to 22 billion yen ($200 million) on Nov. 8 on the outlook for lower than previously expected prices for the zinc, copper and indium the company makes. The cut also damped optimism Dowa would counter swings in metal prices with stronger earnings from its environmental and recycling businesses.
``It's not just the smelter business that isn't growing,'' Masaru Ohkawa, an analyst at Nomura Holdings Inc., wrote in a note to clients today. ``The other units aren't growing either.'' Ohkawa lowered his rating on the stock to ``neutral'' from ``buy.''
Dowa had on July 30 raised its outlook for net income to 26 billion yen in the year ending March 31, from an initial estimate of 20 billion yen and compared with 26.3 billion yen in the previous year.
Zinc prices touched the lowest in 19 months on the London Metal Exchange Nov 2. The metal traded at $2,700 a metric ton as of 12:54 p.m. in Tokyo, the lowest since April 3, 2006. Copper fell for a fourth day, trading at $7,025 a ton, after dropping to $6,963 a ton on Nov. 9, the lowest since Aug. 21.
Dowa cuts indium prices for first time since Oct 1
Reuters - Monday, December 3
TOKYO, Dec 3 - Dowa Holdings Co Ltd , a key Japanese indium supplier, has lowered its selling prices for the rare metal for the first time since Oct. 1 taking into account the global spot market, the company said.
As of Monday, the price for an indium ingot with 99.99 percent purity was reduced by 10,000 yen to 95,000 yen per kg for customers who buy in large volumes.
The price of indium, an essential component for the production of flat screen television, will be cut to 100,000 yen for small-lot customers.
The spot price for indium fell to about $550 per kg in mid-November.
It is currently at around $600 a kg, down about 17 percent from this year's peak of $725 in January. Japan is a major consumer of indium, a by-product of zinc and lead mining, while China is the top exporter of the silvery-white metal, accounting for more than 50 percent of world supply last year.
Reuters - Monday, December 3
TOKYO, Dec 3 - Dowa Holdings Co Ltd , a key Japanese indium supplier, has lowered its selling prices for the rare metal for the first time since Oct. 1 taking into account the global spot market, the company said.
As of Monday, the price for an indium ingot with 99.99 percent purity was reduced by 10,000 yen to 95,000 yen per kg for customers who buy in large volumes.
The price of indium, an essential component for the production of flat screen television, will be cut to 100,000 yen for small-lot customers.
The spot price for indium fell to about $550 per kg in mid-November.
It is currently at around $600 a kg, down about 17 percent from this year's peak of $725 in January. Japan is a major consumer of indium, a by-product of zinc and lead mining, while China is the top exporter of the silvery-white metal, accounting for more than 50 percent of world supply last year.
TOKYO, Jan 7 (Reuters) - At least two Japanese copper
refineries are due to undergo maintenance checks in 2008, and
there are also plans for checks at other facilities, although
dates have not been set, company sources say.
The earliest maintenance check is planned at the Hibi
refinery operated by Pan Pacific Copper Co Ltd, a joint venture
between a Nippon Mining Holdings Inc (5016.T: Quote, Profile, Research) group firm and
Mitsui Mining and Smelting Co Ltd (5706.T: Quote, Profile, Research).
The maintenance check will take place in March.
Sumitomo Metal Mining Co Ltd (5713.T: Quote, Profile, Research) plans checks at its
Toyo plant in May or June.
Dowa Holdings Co Ltd (5714.T: Quote, Profile, Research) said checks were usually held
in July or August, and that it saw no reason to make any changes
in 2008, although nothing had been decided.
Toho Zinc Co Ltd (5707.T: Quote, Profile, Research) said maintenance checks are
usually scheduled in October, and that this was also likely to
be the case in 2008.
The following table provides a list of the key refineries of
leading Japanese metals companies, their capacity, and plans for
maintenance checks.
Some of the facilities are jointly owned, and a breakdown of
the stakes held by the various firms have been provided at the
bottom of the table.
The figure in brackets indicates annual production of copper
in tonnes, which together amounts to about 1.72 million tonnes,
unless otherwise stated.
refineries are due to undergo maintenance checks in 2008, and
there are also plans for checks at other facilities, although
dates have not been set, company sources say.
The earliest maintenance check is planned at the Hibi
refinery operated by Pan Pacific Copper Co Ltd, a joint venture
between a Nippon Mining Holdings Inc (5016.T: Quote, Profile, Research) group firm and
Mitsui Mining and Smelting Co Ltd (5706.T: Quote, Profile, Research).
The maintenance check will take place in March.
Sumitomo Metal Mining Co Ltd (5713.T: Quote, Profile, Research) plans checks at its
Toyo plant in May or June.
Dowa Holdings Co Ltd (5714.T: Quote, Profile, Research) said checks were usually held
in July or August, and that it saw no reason to make any changes
in 2008, although nothing had been decided.
Toho Zinc Co Ltd (5707.T: Quote, Profile, Research) said maintenance checks are
usually scheduled in October, and that this was also likely to
be the case in 2008.
The following table provides a list of the key refineries of
leading Japanese metals companies, their capacity, and plans for
maintenance checks.
Some of the facilities are jointly owned, and a breakdown of
the stakes held by the various firms have been provided at the
bottom of the table.
The figure in brackets indicates annual production of copper
in tonnes, which together amounts to about 1.72 million tonnes,
unless otherwise stated.
Wenn die Centrotherm-Initiative aufgeht, könnte das gut für Indium-Produzenten = Dowa sein...
Indium Corp. Facility Will Feature Extensive Reclamation Capabilities
in News Departments > FYI
by SI Staff on Wednesday 06 February 2008
email the content item print the content item
Indium Corp. says its new Korea facility, scheduled to launch operations in May, will reclaim indium metal from indium-tin oxide (ITO), indium-zinc oxide (IZO) and related indium oxide sputtering materials used to coat glass and other substrates for the solar cell industry.
"Our new Korea facility is another example of our continued investment in the efficient and green use of indium, a reusable material," says Gregory Phipps, Indium's vice president. "This facility will support the accelerating growth of indium metal applications, including ITO/IZO target manufacturing."
The new facility will have the capacity to process 25 metric tons of material per month, when fully commissioned. The enhanced process converts manufacturing scrap into pure indium at a very fast rate, returning purified indium to customers earlier and reducing their work-in-process inventory.
in News Departments > FYI
by SI Staff on Wednesday 06 February 2008
email the content item print the content item
Indium Corp. says its new Korea facility, scheduled to launch operations in May, will reclaim indium metal from indium-tin oxide (ITO), indium-zinc oxide (IZO) and related indium oxide sputtering materials used to coat glass and other substrates for the solar cell industry.
"Our new Korea facility is another example of our continued investment in the efficient and green use of indium, a reusable material," says Gregory Phipps, Indium's vice president. "This facility will support the accelerating growth of indium metal applications, including ITO/IZO target manufacturing."
The new facility will have the capacity to process 25 metric tons of material per month, when fully commissioned. The enhanced process converts manufacturing scrap into pure indium at a very fast rate, returning purified indium to customers earlier and reducing their work-in-process inventory.
Antwort auf Beitrag Nr.: 33.302.757 von meinolf67 am 07.02.08 22:21:59ist das eine Tochterfirma von Dowa???
Antwort auf Beitrag Nr.: 33.317.171 von TeddyKGB am 09.02.08 00:01:14Nein, Wettbewerb.
Aber soweit ich weiß nicht börsennotiert, deswegen stelle ichs hier rein.
Aber soweit ich weiß nicht börsennotiert, deswegen stelle ichs hier rein.
Antwort auf Beitrag Nr.: 33.302.757 von meinolf67 am 07.02.08 22:21:59The new facility will have the capacity to process 25 metric tons of material per month, when fully commissioned.
Scheint eine ganze Menge zu sein.
Warum geht eigentlich der Preis für Indium derart in den Keller, wenn doch die Nachfrage so gross sein soll?
Scheint eine ganze Menge zu sein.
Warum geht eigentlich der Preis für Indium derart in den Keller, wenn doch die Nachfrage so gross sein soll?
08.02.08 07:15:00- APIN
Dowa Holdings Co. (5714.TO)
Tokyo
9 Months Ended Dec. 31:
GROUP 2007 2006
Revenue Y352.72 bln Y339.19 bln
Operating Profit 34.09 bln 36.98 bln
Pretax Profit 34.52 bln 37.77 bln
Net Profit 17.32 bln 23.40 bln
Per share
Earnings 57.79 78.04
Diluted earnings 55.00 N/A
Results are based on Japanese accounting standards.
Dowa Holdings Co. (5714.TO)
Tokyo
9 Months Ended Dec. 31:
GROUP 2007 2006
Revenue Y352.72 bln Y339.19 bln
Operating Profit 34.09 bln 36.98 bln
Pretax Profit 34.52 bln 37.77 bln
Net Profit 17.32 bln 23.40 bln
Per share
Earnings 57.79 78.04
Diluted earnings 55.00 N/A
Results are based on Japanese accounting standards.
Antwort auf Beitrag Nr.: 33.758.057 von meinolf67 am 29.03.08 14:58:22Bei einem Schlusskurs von 625 ist der Wert nun scheinbar wirklich günstig...
TOKYO, April 1 (Reuters) - Dowa Holdings Co Ltd (5714.T: Quote, Profile, Research), a top Japanese indium supplier, has lowered its selling price for the metal by 5,000 yen per kg, or about 8 percent, in line with weak global prices of the minor metal.
Indium, a by-product from zinc refining, is a key ingredient for making liquid crystal displays for television and computer screens.
Dowa cut its price for indium ingots with 99.99 percent purity by 5,000 yen to 55,000 yen ($550.8) per kg as of Tuesday for customers who buy in large volumes, it said in a news release.
For those buying in small volumes, the price was also lowered by 5,000 yen to 60,000 yen.
Japan, a leading buyer of the metal, has been slow in making purchases, in part due to high stocks and increased recycling.
Indium IND-ING-LON is currently trading around $440 per kg, down sharply from a record high above $1,000 hit in early 2005. (Reporting by Miho Yoshikawa)
© Reuters 2008 All rights reserved
Indium, a by-product from zinc refining, is a key ingredient for making liquid crystal displays for television and computer screens.
Dowa cut its price for indium ingots with 99.99 percent purity by 5,000 yen to 55,000 yen ($550.8) per kg as of Tuesday for customers who buy in large volumes, it said in a news release.
For those buying in small volumes, the price was also lowered by 5,000 yen to 60,000 yen.
Japan, a leading buyer of the metal, has been slow in making purchases, in part due to high stocks and increased recycling.
Indium IND-ING-LON is currently trading around $440 per kg, down sharply from a record high above $1,000 hit in early 2005. (Reporting by Miho Yoshikawa)
© Reuters 2008 All rights reserved
Urban miners look for precious metals in cell phones
Reuters - Sunday, April 27
A tonne of ore from a gold mine produces just 5 grams (0.18 ounce) - HONJO, Japan - Thinking of throwing out your old cell phone? Think again. Maybe you should mine it first for gold, silver, copper and a host of other metals embedded in the electronics -- many of which are enjoying near-record prices.ADVERTISEMENT
It's called "urban mining," scavenging through the scrap metal in old electronic products in search of such gems as iridium and gold, and it is a growth industry around the world as metal prices skyrocket.
The materials recovered are reused in new electronics parts and the gold and other precious metals are melted down and sold as ingots to jewelers and investors as well as back to manufacturers who use gold in the circuit boards of mobile phones because gold conducts electricity even better than copper.
"It can be precious or minor metals, we want to recycle whatever we can," said Tadahiko Sekigawa, president of Eco-System Recycling Co which is owned by Dowa Holdings Co Ltd.
A tonne of ore from a gold mine produces just 5 grams (0.18 ounce) of gold on average, whereas a tonne of discarded mobile phones can yield 150 grams or more, according to a study by Yokohama Metal Co Ltd, another recycling firm.
The same volume of discarded mobile phones also contains around 100 kg of silver, among other metals.
Recycling has gained in importance as metals prices hit record highs. Gold is trading at around $890 an ounce, after hitting a historic high of $1,030.80 in March.
Copper and tin are also around record highs and silver prices are well above long term averages.
RECYCLING METALS
Recycling electronics makes sense for Japan which has few natural resources to feed its billion dollar electronics industry but does have tens of millions of old cell phones and other obsolete consumer electronic gadgets thrown away every year.
"To some it's just a mountain of garbage, but for others it's a gold mine," said Nozomu Yamanaka, manager of the Eco-Systems recycling plant where mounds of discarded cell phones and other electronics gadgets are taken apart for their metal value.
At the factory in Honjo, 80 km southwest of Tokyo, 34-year-old Susumu Arai harvests some of that bounty.
A ribbon of molten gold flows into a mould where it sizzles and spits fire for a few minutes before solidifying into a dull yellow slab, on its way to becoming a 3 kg gold bar, worth around $90,000 at current prices.
Wearing plastic goggles to protect his eyes while he works, Arai said he was awestruck when he started his job two years ago.
"Now I find it fun being able to recover not just gold, but all sorts of metals," he said.
The scrap electronics and other industrial waste is first sorted and dismantled by hand. It is then immersed in chemicals to dissolve unwanted materials and the remaining metal is refined.
Eco-System, established 20 years ago near Tokyo, typically produces about 200-300 kg of gold bars a month with a 99.99 percent purity, worth about $5.9 million to $8.8 million.
That's about the same output as a small gold mine.
Eco-System also recovers metals from old memory chips, cables and even black ink which contain silver and palladium.
RECYCLING CELL PHONES
But despite growing interest in the environment and recycling, the industry struggles to get enough old mobile phones to feed its recycling plants.
Japan's 128 million population uses their cell phones for an average of two years and eight months.
That's a lot of cell phone phones discarded every year, yet only 10-20 percent are recycled as people often opt to store them in their cupboards due to concerns about the personal data on their phones, said Yoshinori Yajima, a director at Japan's Ministry of Economy, Trade and Industry.
Just 558 tonnes of old phones were collected for recycling in the year to March 2007, down a third from three years earlier, industry figures show.
As metals prices rise, the Japanese industry faces growing competition for scrap, which is pushing up prices.
"We are seeing more competition from Chinese firms, and naturally the goods go where the money is," Dowa's Takashi Morise said.
In response, Japanese firms are importing used circuit boards from Singapore and Indonesia, as they also contain valuable minor metals that Japan is particularly eager to recover.
These minor metals such as indium, a vital component in the production of flat panel televisions and computer screens, antimony and bismuth are indispensable for producing many high-tech products.
However, they are often not easy to acquire as China has tightened export controls, making it harder for Japanese manufacturers to buy these metals.
That's where the "urban miners" step in.
"Our wish is to be able to help Japanese manufacturers that need these metals," Eco-System President Sekigawa said.
Reuters - Sunday, April 27
A tonne of ore from a gold mine produces just 5 grams (0.18 ounce) - HONJO, Japan - Thinking of throwing out your old cell phone? Think again. Maybe you should mine it first for gold, silver, copper and a host of other metals embedded in the electronics -- many of which are enjoying near-record prices.ADVERTISEMENT
It's called "urban mining," scavenging through the scrap metal in old electronic products in search of such gems as iridium and gold, and it is a growth industry around the world as metal prices skyrocket.
The materials recovered are reused in new electronics parts and the gold and other precious metals are melted down and sold as ingots to jewelers and investors as well as back to manufacturers who use gold in the circuit boards of mobile phones because gold conducts electricity even better than copper.
"It can be precious or minor metals, we want to recycle whatever we can," said Tadahiko Sekigawa, president of Eco-System Recycling Co which is owned by Dowa Holdings Co Ltd.
A tonne of ore from a gold mine produces just 5 grams (0.18 ounce) of gold on average, whereas a tonne of discarded mobile phones can yield 150 grams or more, according to a study by Yokohama Metal Co Ltd, another recycling firm.
The same volume of discarded mobile phones also contains around 100 kg of silver, among other metals.
Recycling has gained in importance as metals prices hit record highs. Gold is trading at around $890 an ounce, after hitting a historic high of $1,030.80 in March.
Copper and tin are also around record highs and silver prices are well above long term averages.
RECYCLING METALS
Recycling electronics makes sense for Japan which has few natural resources to feed its billion dollar electronics industry but does have tens of millions of old cell phones and other obsolete consumer electronic gadgets thrown away every year.
"To some it's just a mountain of garbage, but for others it's a gold mine," said Nozomu Yamanaka, manager of the Eco-Systems recycling plant where mounds of discarded cell phones and other electronics gadgets are taken apart for their metal value.
At the factory in Honjo, 80 km southwest of Tokyo, 34-year-old Susumu Arai harvests some of that bounty.
A ribbon of molten gold flows into a mould where it sizzles and spits fire for a few minutes before solidifying into a dull yellow slab, on its way to becoming a 3 kg gold bar, worth around $90,000 at current prices.
Wearing plastic goggles to protect his eyes while he works, Arai said he was awestruck when he started his job two years ago.
"Now I find it fun being able to recover not just gold, but all sorts of metals," he said.
The scrap electronics and other industrial waste is first sorted and dismantled by hand. It is then immersed in chemicals to dissolve unwanted materials and the remaining metal is refined.
Eco-System, established 20 years ago near Tokyo, typically produces about 200-300 kg of gold bars a month with a 99.99 percent purity, worth about $5.9 million to $8.8 million.
That's about the same output as a small gold mine.
Eco-System also recovers metals from old memory chips, cables and even black ink which contain silver and palladium.
RECYCLING CELL PHONES
But despite growing interest in the environment and recycling, the industry struggles to get enough old mobile phones to feed its recycling plants.
Japan's 128 million population uses their cell phones for an average of two years and eight months.
That's a lot of cell phone phones discarded every year, yet only 10-20 percent are recycled as people often opt to store them in their cupboards due to concerns about the personal data on their phones, said Yoshinori Yajima, a director at Japan's Ministry of Economy, Trade and Industry.
Just 558 tonnes of old phones were collected for recycling in the year to March 2007, down a third from three years earlier, industry figures show.
As metals prices rise, the Japanese industry faces growing competition for scrap, which is pushing up prices.
"We are seeing more competition from Chinese firms, and naturally the goods go where the money is," Dowa's Takashi Morise said.
In response, Japanese firms are importing used circuit boards from Singapore and Indonesia, as they also contain valuable minor metals that Japan is particularly eager to recover.
These minor metals such as indium, a vital component in the production of flat panel televisions and computer screens, antimony and bismuth are indispensable for producing many high-tech products.
However, they are often not easy to acquire as China has tightened export controls, making it harder for Japanese manufacturers to buy these metals.
That's where the "urban miners" step in.
"Our wish is to be able to help Japanese manufacturers that need these metals," Eco-System President Sekigawa said.
12.5.2008:
Indium Corp raises In metal price
Indium Corporation of America (Indium Corp) has raised its price for indium metal to $745.00/kg or $23.17/ troy oz effective today. The new price represents an increase of $60/kg from Indium Corp's previous price. World prices for indium metal have ...
Indium Corp raises In metal price
Indium Corporation of America (Indium Corp) has raised its price for indium metal to $745.00/kg or $23.17/ troy oz effective today. The new price represents an increase of $60/kg from Indium Corp's previous price. World prices for indium metal have ...
IBM uses liquid metal to boost solar-cell efficiency
By Tom Espiner, ZDNet UK
Tuesday, May 27, 2008 10:09 AM
Computing giant IBM is in the process of developing technology that generates solar power more efficiently, aided by a liquid-metal cooling process.
IBM's system concentrates sunlight on a 1cm2 photovoltaic cell using a large lens, in a similar method to using a magnifying glass to start a fire. IBM claims the concentration increases the power of the sun's rays by a factor of 10, allowing cells that normally generate 20W of power to generate 200W instead.
One of the problems the technology's researchers had to overcome was how to avoid destroying the cells with the concentrated sunlight. In experiments, the researchers managed to melt stainless steel with the magnifying apparatus, so had to work out how to cool the solar cell efficiently.
Between the cell and a cooling block is a thin layer of liquid metal that conducts heat away from the solar cell to the cooling block. IBM researchers used a mixture of two metals with low melting points: gallium, a semiconductor, and indium, which is used in low-melting-point alloys. IBM already uses this technology to cool high-power chips.
IBM said that solar energy could be used to generate power on a commercial scale, provided that low-cost, efficient lenses could be developed.
"Concentrator-based photovoltaics can offer the lowest-cost solar electricity for large-scale power generation, provided the temperature of the cells can be kept low, and cheap and efficient optics can be developed for concentrating the light to very high levels," said IBM in a statement on Friday.
IBM is also developing nanotechnology structures, involving nanowires and quantum dot semiconductors, to make photovoltaic cells more efficient.
By Tom Espiner, ZDNet UK
Tuesday, May 27, 2008 10:09 AM
Computing giant IBM is in the process of developing technology that generates solar power more efficiently, aided by a liquid-metal cooling process.
IBM's system concentrates sunlight on a 1cm2 photovoltaic cell using a large lens, in a similar method to using a magnifying glass to start a fire. IBM claims the concentration increases the power of the sun's rays by a factor of 10, allowing cells that normally generate 20W of power to generate 200W instead.
One of the problems the technology's researchers had to overcome was how to avoid destroying the cells with the concentrated sunlight. In experiments, the researchers managed to melt stainless steel with the magnifying apparatus, so had to work out how to cool the solar cell efficiently.
Between the cell and a cooling block is a thin layer of liquid metal that conducts heat away from the solar cell to the cooling block. IBM researchers used a mixture of two metals with low melting points: gallium, a semiconductor, and indium, which is used in low-melting-point alloys. IBM already uses this technology to cool high-power chips.
IBM said that solar energy could be used to generate power on a commercial scale, provided that low-cost, efficient lenses could be developed.
"Concentrator-based photovoltaics can offer the lowest-cost solar electricity for large-scale power generation, provided the temperature of the cells can be kept low, and cheap and efficient optics can be developed for concentrating the light to very high levels," said IBM in a statement on Friday.
IBM is also developing nanotechnology structures, involving nanowires and quantum dot semiconductors, to make photovoltaic cells more efficient.
IBM bets on CIGS with solar-cell deal
By Martin LaMonica, CNET News.com
Tuesday, June 17, 2008 10:48 AM
IBM on Monday is expected to announce a deal with a Japanese semiconductor equipment manufacturer to make thin-film solar cells from CIGS--a combination of copper, indium, gallium and selenide.
Neither IBM nor its partner, Tokyo Ohka Kogyo (TOK), plan to manufacture cells themselves. Rather, they will develop technology that can be licensed to solar companies in two or three years, said Supratik Guha, lead scientist for photovoltaics at IBM Research.
IBM has already built a prototype device. Once made at large volumes on a glass substrate, the cells are expected to deliver electricity at less than one dollar per watt at peak times--a long-held target of many solar outfits.
"We have the skills that we have developed in other areas--standard silicon semiconductors, materials chemistry--and we're looking to utilize those skills in the photovoltaic space and develop IP [intellectual property] and know-how that other people don't have," Guha said.
(...)
http://www.zdnetasia.com/news/hardware/0,39042972,62042754,0…
Hier noch ein zweiter Artikel dazu:
http://sg.news.yahoo.com/rtrs/20080616/ttc-tech-ibm-solar-dc…
By Martin LaMonica, CNET News.com
Tuesday, June 17, 2008 10:48 AM
IBM on Monday is expected to announce a deal with a Japanese semiconductor equipment manufacturer to make thin-film solar cells from CIGS--a combination of copper, indium, gallium and selenide.
Neither IBM nor its partner, Tokyo Ohka Kogyo (TOK), plan to manufacture cells themselves. Rather, they will develop technology that can be licensed to solar companies in two or three years, said Supratik Guha, lead scientist for photovoltaics at IBM Research.
IBM has already built a prototype device. Once made at large volumes on a glass substrate, the cells are expected to deliver electricity at less than one dollar per watt at peak times--a long-held target of many solar outfits.
"We have the skills that we have developed in other areas--standard silicon semiconductors, materials chemistry--and we're looking to utilize those skills in the photovoltaic space and develop IP [intellectual property] and know-how that other people don't have," Guha said.
(...)
http://www.zdnetasia.com/news/hardware/0,39042972,62042754,0…
Hier noch ein zweiter Artikel dazu:
http://sg.news.yahoo.com/rtrs/20080616/ttc-tech-ibm-solar-dc…
Zahlen per 31.3.2008 kamen im Mai.
aktuelles KGV bei 9...
20% EK-Rendite...
aktuelles KGV bei 9...
20% EK-Rendite...
Antwort auf Beitrag Nr.: 34.389.784 von meinolf67 am 27.06.08 14:18:06Wo bitte? Auf der HP habe ich nichts aktuelles gesehen...
Antwort auf Beitrag Nr.: 34.391.395 von cmeise am 27.06.08 16:50:19http://www.dowa.co.jp/en/ir/pdf/results/DOWA_FY2007_Business…
Antwort auf Beitrag Nr.: 34.391.717 von meinolf67 am 27.06.08 17:16:38thx
DJ Dowa Holdings 1Q Grp Net Pft Y7.52B Vs Y9.76B Pft Yr Earlier
04.08.08 08:00:00- APIN
Dowa Holdings Co. (5714.TO)
Tokyo
1st Quarter Ended June 30
GROUP 2008 2007
Revenue Y114.11 bln Y119.20 bln
Operating Profit 11.90 bln 17.53 bln
Pretax Profit 12.55 bln 17.82 bln
Net Profit 7.52 bln 9.76 bln
Per share
Earnings 25.13 32.56
Diluted earnings 23.92 30.99
04.08.08 08:00:00- APIN
Dowa Holdings Co. (5714.TO)
Tokyo
1st Quarter Ended June 30
GROUP 2008 2007
Revenue Y114.11 bln Y119.20 bln
Operating Profit 11.90 bln 17.53 bln
Pretax Profit 12.55 bln 17.82 bln
Net Profit 7.52 bln 9.76 bln
Per share
Earnings 25.13 32.56
Diluted earnings 23.92 30.99
New Technology Recovers Indium from LCD Panels
Aug 26, 2008 19:38
Yukiko Kanoh, Nikkei Electronics
Tohoku University's research group and Daitoku Corp developed a technique to recover indium directly from used LCD panels by reducing, without heating, indium oxide (In2O3) extracted from the panels.
The research group was led by Junya Kano, an associate professor at the Institute of Multidisciplinary Research for Advanced Materials of Tohoku University. The method is based on the mechanochemical reaction by grinding operation.
In the recovery procedure, In2O3 extracted from used LCD panels, etc, with the use of chemicals such as hydrochloric acid, is ground in a ball mill together with silicon (Si) such as Si waste wafers to obtain indium powder.
Next, after adding pure water to the powder to remove any by-products, it is ground again in the mill, followed by filtration and drying. Then, high-purity indium fine powder can be recovered by using a high-performance non-ferrous metal separator, according to the company.
Daitoku has already filed a patent application for the technique as a rare metal recovery method. Seeing its way clear to commercialization, the company plans to promote the installation and operation of the equipment for use in the business.
In July 2007, the research group developed a method to directly recover indium by reducing indium tin oxide (ITO) contained in waste without heating.
At present, Indium is used for transparent conductive films in LCD and PDP TVs.
Aug 26, 2008 19:38
Yukiko Kanoh, Nikkei Electronics
Tohoku University's research group and Daitoku Corp developed a technique to recover indium directly from used LCD panels by reducing, without heating, indium oxide (In2O3) extracted from the panels.
The research group was led by Junya Kano, an associate professor at the Institute of Multidisciplinary Research for Advanced Materials of Tohoku University. The method is based on the mechanochemical reaction by grinding operation.
In the recovery procedure, In2O3 extracted from used LCD panels, etc, with the use of chemicals such as hydrochloric acid, is ground in a ball mill together with silicon (Si) such as Si waste wafers to obtain indium powder.
Next, after adding pure water to the powder to remove any by-products, it is ground again in the mill, followed by filtration and drying. Then, high-purity indium fine powder can be recovered by using a high-performance non-ferrous metal separator, according to the company.
Daitoku has already filed a patent application for the technique as a rare metal recovery method. Seeing its way clear to commercialization, the company plans to promote the installation and operation of the equipment for use in the business.
In July 2007, the research group developed a method to directly recover indium by reducing indium tin oxide (ITO) contained in waste without heating.
At present, Indium is used for transparent conductive films in LCD and PDP TVs.
heute mal ein bißchen nachgekauft; Div-Rendite 3,3%, KBV etwa 1,3
aus dem Q-Cells-Thread:
#15365 von mickefett Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 02.09.08 15:05:36 Beitrag Nr.: 34.947.224
Dieses Posting: versenden | melden Diskussion drucken
Indium – das unbekannte Metall
Leser des Artikels: 411
Nicht vielen Anlegern, die sich für Rohstoffe interessieren, dürfte Indium ein Begriff sein. Zu ihrem Nachteil. Denn Indium hat nach Ansicht von Experten eine Preissteigerung vor sich, die die Entwicklung bei Gold und Öl bei weitem übersteigen könnte.
Vielen von uns würden eine Menge Gründe einfallen, warum die Preise für Computerbildschirme, Fernseher und Handys steigen sollten; aber kaum jemand käme wohl auf Indium. Nachdem ein Kilogramm des raren Schwermetalls im ersten Quartal 2008 noch rund 500 US-Dollar kostete, sprang der Preis Anfang Juni um mehr als 60 Prozent auf knapp 700 Dollar. Mittlerweile sind die Kosten wieder auf etwas mehr als 600 Dollar pro Kilo zurück gegangen – doch viele Experten gehen davon aus, dass das silbrigweiße Metall noch vor Jahresende 2008 wieder die alten Hochs bei knapp 1.000 US-Dollar erreicht und vielleicht sogar überschreitet.
Der wichtigste Grund: Jeder Bildschirm, sei es bei LCD-Fernsehern, iPhones oder Computermonitoren, benötigt Indium. Und die Branche wächst in rasantem Tempo: Nach Aussage der Marktforscher von DisplaySearch werden die Verkaufszahlen solcher Bildschirme allein 2008 um 21 Prozent steigen und damit ein Volumen von 123 Milliarden US-Dollar erreichen.
Davon abgesehen, wird, so Trader, die chinesische Regierung in den kommenden Monaten ungefähr 200 Tonnen Indium als Reserve einlagern und so die Preise noch weiter nach oben treiben. Und langfristig gesehen gibt es einen Megatrend, der die Preise für Indium in ungeahnte Höhen treiben könnte: die Solarenergie. Denn bei der Herstellung von Solarzellen der neuesten Generation setzen sich immer mehr so genannte Dünnfilmsolarzellen durch, deren Oberfläche unter anderem mit Indium beschichtet wird.
Derzeit, so wird geschätzt, ist der Markt bei rund 1.300 Tonnen ausbalanciert, doch davon stammen nur 600 Tonnen aus der Neuproduktion, der Rest aus dem Recycling. Wenn nun, wie zu erwarten ist, auf Grund der genannten Faktoren die Nachfrage anzieht, sollte sich der Preisdruck schnell aufbauen – zumal weder Recycling noch Produktion kurzfristig hochgefahren werden können.
Doch schon heute liegen die Indiumpreise so hoch, dass viele Unternehmen darüber nachdenken, wieder in die Produktion von Indium, ein Nebenprodukt der Zinnförderung, einzusteigen. Auch der neue Fonds SMG Indium Resources, in den USA seine Zulassung beantragt hat, setzt auf steigende Indiumpreise: Das Ziel von SMG laut Prospekt: Indium kaufen und einlagern, um den Wert des Metalls zu steigern.
Autor: Ingrid Heinritzi
#15365 von mickefett Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 02.09.08 15:05:36 Beitrag Nr.: 34.947.224
Dieses Posting: versenden | melden Diskussion drucken
Indium – das unbekannte Metall
Leser des Artikels: 411
Nicht vielen Anlegern, die sich für Rohstoffe interessieren, dürfte Indium ein Begriff sein. Zu ihrem Nachteil. Denn Indium hat nach Ansicht von Experten eine Preissteigerung vor sich, die die Entwicklung bei Gold und Öl bei weitem übersteigen könnte.
Vielen von uns würden eine Menge Gründe einfallen, warum die Preise für Computerbildschirme, Fernseher und Handys steigen sollten; aber kaum jemand käme wohl auf Indium. Nachdem ein Kilogramm des raren Schwermetalls im ersten Quartal 2008 noch rund 500 US-Dollar kostete, sprang der Preis Anfang Juni um mehr als 60 Prozent auf knapp 700 Dollar. Mittlerweile sind die Kosten wieder auf etwas mehr als 600 Dollar pro Kilo zurück gegangen – doch viele Experten gehen davon aus, dass das silbrigweiße Metall noch vor Jahresende 2008 wieder die alten Hochs bei knapp 1.000 US-Dollar erreicht und vielleicht sogar überschreitet.
Der wichtigste Grund: Jeder Bildschirm, sei es bei LCD-Fernsehern, iPhones oder Computermonitoren, benötigt Indium. Und die Branche wächst in rasantem Tempo: Nach Aussage der Marktforscher von DisplaySearch werden die Verkaufszahlen solcher Bildschirme allein 2008 um 21 Prozent steigen und damit ein Volumen von 123 Milliarden US-Dollar erreichen.
Davon abgesehen, wird, so Trader, die chinesische Regierung in den kommenden Monaten ungefähr 200 Tonnen Indium als Reserve einlagern und so die Preise noch weiter nach oben treiben. Und langfristig gesehen gibt es einen Megatrend, der die Preise für Indium in ungeahnte Höhen treiben könnte: die Solarenergie. Denn bei der Herstellung von Solarzellen der neuesten Generation setzen sich immer mehr so genannte Dünnfilmsolarzellen durch, deren Oberfläche unter anderem mit Indium beschichtet wird.
Derzeit, so wird geschätzt, ist der Markt bei rund 1.300 Tonnen ausbalanciert, doch davon stammen nur 600 Tonnen aus der Neuproduktion, der Rest aus dem Recycling. Wenn nun, wie zu erwarten ist, auf Grund der genannten Faktoren die Nachfrage anzieht, sollte sich der Preisdruck schnell aufbauen – zumal weder Recycling noch Produktion kurzfristig hochgefahren werden können.
Doch schon heute liegen die Indiumpreise so hoch, dass viele Unternehmen darüber nachdenken, wieder in die Produktion von Indium, ein Nebenprodukt der Zinnförderung, einzusteigen. Auch der neue Fonds SMG Indium Resources, in den USA seine Zulassung beantragt hat, setzt auf steigende Indiumpreise: Das Ziel von SMG laut Prospekt: Indium kaufen und einlagern, um den Wert des Metalls zu steigern.
Autor: Ingrid Heinritzi
Antwort auf Beitrag Nr.: 34.932.768 von meinolf67 am 01.09.08 12:48:45War vielleicht ein wenig früh. Jetzt ist sie unter 600 Yen, auf 550 gefallen - das ist seit ca 2003 eine kritische Marke.
Antwort auf Beitrag Nr.: 34.958.403 von cmeise am 03.09.08 09:40:51bin grottenschlechter Timer
Antwort auf Beitrag Nr.: 34.958.675 von meinolf67 am 03.09.08 09:58:12passiert mir leider auch etwas zu häufig...
Aber dieser Bereich sollte eigentlich halbwegs stabil bleiben.
Aber dieser Bereich sollte eigentlich halbwegs stabil bleiben.
Antwort auf Beitrag Nr.: 34.964.270 von cmeise am 03.09.08 15:59:40Mit Bereich meinst Du das aktuelle Kursniveau? Denn auf das Unternehmen - im Sinne von Bereich = Branche - trifft das nicht zu.
Ich hab inzwischen aber Lust, mir Dowa mal näher anzusehen, denn grundsätzlich halte ich die Indium-Story für sehr spannend. Mal schauen, ob und wann ich Zeit finde. Der Thread ist erst mal favorisiert...
Ich hab inzwischen aber Lust, mir Dowa mal näher anzusehen, denn grundsätzlich halte ich die Indium-Story für sehr spannend. Mal schauen, ob und wann ich Zeit finde. Der Thread ist erst mal favorisiert...
Okay, ich glaub, das wird nichts.
Zum einen scheint mir das Indium-Geschäft kaum mehr als 1,5% zum Umsatz beizutragen, zum anderen scheint Dowa zwar selbst Zink zu fördern, muss aber scheinbar auch Rohstoff einkaufen und zum letzten und wichtigsten kann man an der angenommenen Knappheit des Metalls zweifeln.
Vor vielen Monaten haben wir das in Meinolfs TF-Konkurrenten-Thread schon mal diskutiert und ein Papier der Indium-Corp. ausgegraben, das eine prinzipiell hohe Vefügbarkeit des Metalls behauptet hat. Ich habe das damals skeptisch gesehen, weil die Indium-Corp. natürlich Interessen hat.
Aber lest euch mal Seite 5 und 6 dieses Buches durch, das von einem neutralen deutschen Wissenschaftler erstellt wurde, der für die Bundesanstalt für Geowissenschaften und Rohstoffe (BGR) arbeitet (auf Excerpt gehen):
http://www.amazon.com/gp/reader/3540431357/ref=sib_dp_pt/105…
Mag sein, dass man mit den Zellproduzenten am Ende das bessere Geschäft macht.
(Ich denke, ich bin wieder weg... )
Zum einen scheint mir das Indium-Geschäft kaum mehr als 1,5% zum Umsatz beizutragen, zum anderen scheint Dowa zwar selbst Zink zu fördern, muss aber scheinbar auch Rohstoff einkaufen und zum letzten und wichtigsten kann man an der angenommenen Knappheit des Metalls zweifeln.
Vor vielen Monaten haben wir das in Meinolfs TF-Konkurrenten-Thread schon mal diskutiert und ein Papier der Indium-Corp. ausgegraben, das eine prinzipiell hohe Vefügbarkeit des Metalls behauptet hat. Ich habe das damals skeptisch gesehen, weil die Indium-Corp. natürlich Interessen hat.
Aber lest euch mal Seite 5 und 6 dieses Buches durch, das von einem neutralen deutschen Wissenschaftler erstellt wurde, der für die Bundesanstalt für Geowissenschaften und Rohstoffe (BGR) arbeitet (auf Excerpt gehen):
http://www.amazon.com/gp/reader/3540431357/ref=sib_dp_pt/105…
Mag sein, dass man mit den Zellproduzenten am Ende das bessere Geschäft macht.
(Ich denke, ich bin wieder weg...
)
Antwort auf Beitrag Nr.: 34.964.371 von SLGramann am 03.09.08 16:04:50Mit Bereich meinte ich den Kurs (in Yen).
Wie kommst du denn auf die 1,5% ?
Das Indium ist wohl eher eine "Beigabe", aber ich finde die anderen Sparten und den Schwerpunkt auf das Receycling insgesamt ganz interessant. Unter dem Gesichtspunkt der A-Steuer kann das eine gute langfristige Geschichte werden. --- Meine Meinung.
Wie kommst du denn auf die 1,5% ?
Das Indium ist wohl eher eine "Beigabe", aber ich finde die anderen Sparten und den Schwerpunkt auf das Receycling insgesamt ganz interessant. Unter dem Gesichtspunkt der A-Steuer kann das eine gute langfristige Geschichte werden. --- Meine Meinung.
Die größten Indiumvorkommen will der Explorer GEODEX-Minerals in absehbarer Zukunft fördern. Er ist zur Zeit zum Schnäppchenpreis zu haben.
Japan's Dowa raises indium prices by 7 pct
Reuters - Tuesday, September 16
TOKYO, Sept 16 - Dowa Electronics Materials Co, Japan's biggest indium supplier, said it has raised its selling prices for the metal by 5,000 yen per kg, or about 7 percent, effective Tuesday.
Indium, a by-product from zinc refining, is a key ingredient in liquid crystal display screens for televisions and computers.
Dowa Electronics, a subsidiary of Dowa Holdings Co <5714.T>, revised the price to take into account changes in global market prices and currency markets.
Dowa Electronics said in a statement on Tuesday it would raise the price of indium ingots with 99.99 percent purity by 5,000 per kg, or 7.4 percent, to 73,000 yen for customers who buy in large volumes.
It will also raise the price for customers who buy in small lots by 5,000 yen, or 6.8 percent, to 78,000 yen.
Indium <IND-ING-LON> is currently trading around $545 per kg, up 6.9 percent from the beginning of September.
Reuters - Tuesday, September 16
TOKYO, Sept 16 - Dowa Electronics Materials Co, Japan's biggest indium supplier, said it has raised its selling prices for the metal by 5,000 yen per kg, or about 7 percent, effective Tuesday.
Indium, a by-product from zinc refining, is a key ingredient in liquid crystal display screens for televisions and computers.
Dowa Electronics, a subsidiary of Dowa Holdings Co <5714.T>, revised the price to take into account changes in global market prices and currency markets.
Dowa Electronics said in a statement on Tuesday it would raise the price of indium ingots with 99.99 percent purity by 5,000 per kg, or 7.4 percent, to 73,000 yen for customers who buy in large volumes.
It will also raise the price for customers who buy in small lots by 5,000 yen, or 6.8 percent, to 78,000 yen.
Indium <IND-ING-LON> is currently trading around $545 per kg, up 6.9 percent from the beginning of September.
HOPING TO PRODUCE 10,183 TONNES A MONTH
Dowa expecting H2 copper output to jump 8.5%
Dowa Holdings is expecting its copper output to rise 8.5 percent in the October-March period of 2008, when compared to the same period last year.
Posted: Monday , 06 Oct 2008
TOKYO (Reuters) -
Japan's Dowa Holdings Co Ltd said on Monday it expects to produce 10,183 tonnes of copper a month in the second half of the business year to the end of March 2009, up 8.5 percent from a year earlier.
Output of gold is expected to fall 26 percent in the October-March period from a year earlier, and silver 9 percent, Dowa said in a statement.
Dowa is among the leading companies that produce metal using recycled material, and has upgraded a recycling facility at its Kosaka smelter in northern Japan.
Following are details of the company's latest plans for monthly output, with comparisons against estimated monthly production in the April-September first half and actual production in the second half of the last business year.
(In tonnes, except for gold):
H2 08/09 H1 08/09 H2 07/08
Copper 10,183 10,127 9,381
Zinc 12,999 10,675 12,863
Lead 1,086 1,067 928
Gold (kg) 633 544 860
Silver 37 26 34
(Reporting by Chikafumi Hodo)
Dowa expecting H2 copper output to jump 8.5%
Dowa Holdings is expecting its copper output to rise 8.5 percent in the October-March period of 2008, when compared to the same period last year.
Posted: Monday , 06 Oct 2008
TOKYO (Reuters) -
Japan's Dowa Holdings Co Ltd said on Monday it expects to produce 10,183 tonnes of copper a month in the second half of the business year to the end of March 2009, up 8.5 percent from a year earlier.
Output of gold is expected to fall 26 percent in the October-March period from a year earlier, and silver 9 percent, Dowa said in a statement.
Dowa is among the leading companies that produce metal using recycled material, and has upgraded a recycling facility at its Kosaka smelter in northern Japan.
Following are details of the company's latest plans for monthly output, with comparisons against estimated monthly production in the April-September first half and actual production in the second half of the last business year.
(In tonnes, except for gold):
H2 08/09 H1 08/09 H2 07/08
Copper 10,183 10,127 9,381
Zinc 12,999 10,675 12,863
Lead 1,086 1,067 928
Gold (kg) 633 544 860
Silver 37 26 34
(Reporting by Chikafumi Hodo)
Ausführliche Gewinnwarnung (-45%) vom 14.10
http://www.dowa.co.jp/en/ir/pdf/news2008/release081015_2_e.p…
http://www.dowa.co.jp/en/ir/pdf/news2008/release081015_2_e.p…
Antwort auf Beitrag Nr.: 35.610.803 von cmeise am 18.10.08 09:58:46Danke für den Hinweis.
Selbst mit dieser Prognose sind wir noch bei einem KGV von unter 7...
Selbst mit dieser Prognose sind wir noch bei einem KGV von unter 7...
Reuters, Fri Dec 19, 2008 9:05am EST
(...gekürzt)
CHINA BOOST
China, meanwhile, kicked off a drive to grow its metals stockpiles, buying indium for the first time ever and starting negotiations to add to zinc and aluminium inventories, sources said on Friday.
The campaign by the State Reserves Bureau, which is responsible for buying and managing the country's metals reserves, may gather pace in the coming days. [ID:nHKG364654]
The SRB bought 30 tonnes of indium -- a minor metal used in making LCD screens -- from a large Chinese smelter on Wednesday, a trade source familiar with the deal said on Friday. China is the world's top producer of indium, a by-product of zinc output.
Smelter officials said the SRB is expected to start buying zinc and aluminium soon from Chinese smelters and the domestic spot market, given current low prices, which spurred speculation copper could be next.
"The SRB has informed smelters of the (zinc) buying plan," an official at a large zinc smelter said. "We understand that the SRB plans to buy 300,000 tonnes." ($1=1.469 Australian Dollar) (Reporting by Tom Kaeckenhoff and Nicola Leske in Germany; James Regan in Sydney and Polly Yam in Hong Kong; editing by Simon Jessop)
(...gekürzt)
CHINA BOOST
China, meanwhile, kicked off a drive to grow its metals stockpiles, buying indium for the first time ever and starting negotiations to add to zinc and aluminium inventories, sources said on Friday.
The campaign by the State Reserves Bureau, which is responsible for buying and managing the country's metals reserves, may gather pace in the coming days. [ID:nHKG364654]
The SRB bought 30 tonnes of indium -- a minor metal used in making LCD screens -- from a large Chinese smelter on Wednesday, a trade source familiar with the deal said on Friday. China is the world's top producer of indium, a by-product of zinc output.
Smelter officials said the SRB is expected to start buying zinc and aluminium soon from Chinese smelters and the domestic spot market, given current low prices, which spurred speculation copper could be next.
"The SRB has informed smelters of the (zinc) buying plan," an official at a large zinc smelter said. "We understand that the SRB plans to buy 300,000 tonnes." ($1=1.469 Australian Dollar) (Reporting by Tom Kaeckenhoff and Nicola Leske in Germany; James Regan in Sydney and Polly Yam in Hong Kong; editing by Simon Jessop)
26.12.2008 01:58
Japan Hot Stocks-Dowa Holdings up on share buyback
TOKYO, Dec 26 (Reuters) - The benchmark Nikkei average rose 0.3 percent and the TOPIX was 0.2 percent higher as of 0033 GMT on Friday.
The following stock was on the move:
**DOWA HOLDINGS (News) RISES ON SHARE BUYBACK**
Shares of Dowa Holdings Co Ltd rose 2.7 percent to 308 yen after the nonferrous smelter said on Thursday that it would buy back up to 3 billion yen worth of its own shares, or 3.3 percent of those outstanding.
The company will repurchase up to 10 million shares between Feb. 10 and March 24.
Japan Hot Stocks-Dowa Holdings up on share buyback
TOKYO, Dec 26 (Reuters) - The benchmark Nikkei average rose 0.3 percent and the TOPIX was 0.2 percent higher as of 0033 GMT on Friday.
The following stock was on the move:
**DOWA HOLDINGS (News) RISES ON SHARE BUYBACK**
Shares of Dowa Holdings Co Ltd rose 2.7 percent to 308 yen after the nonferrous smelter said on Thursday that it would buy back up to 3 billion yen worth of its own shares, or 3.3 percent of those outstanding.
The company will repurchase up to 10 million shares between Feb. 10 and March 24.
6.1.2009, Reuters
0130 GMT
**DOWA HOLDINGS CO (News) DROPS ON REPORT OF BLEAK PROFIT**
Shares of Dowa Holdings dropped 4.5 percent to 322 yen after the Nikkei business daily said the nonferrous smelter would likely book an 80 percent drop in recurring profit to about 9 billion yen ($96.4 million) in the year to March.
The 9 billion yen figure undershoots Dowa's current forecast by 13 billion yen, the paper said, saying plunging copper and zinc ingot prices cut the value of the smelter's inventories.
----
Intraday hat sich der Kurs schon wieder auf zZ 334 Yen (-0,6%) erholt.
0130 GMT
**DOWA HOLDINGS CO (News) DROPS ON REPORT OF BLEAK PROFIT**
Shares of Dowa Holdings dropped 4.5 percent to 322 yen after the Nikkei business daily said the nonferrous smelter would likely book an 80 percent drop in recurring profit to about 9 billion yen ($96.4 million) in the year to March.
The 9 billion yen figure undershoots Dowa's current forecast by 13 billion yen, the paper said, saying plunging copper and zinc ingot prices cut the value of the smelter's inventories.
----
Intraday hat sich der Kurs schon wieder auf zZ 334 Yen (-0,6%) erholt.
Großes Indium-Vorkommen im Erzgebirge entdeckt
Überraschung im Erzgebirge: Forscher haben dort nach eigenen Angaben eines der größten Indium-Vorkommen der Welt entdeckt. Das Metall, das für Computerchips und Solarzellen benötigt wird, ist ein äußerst knapper und entsprechend begehrter Rohstoff.
Dresden - Im Erzgebirge haben Forscher der Bergakademie Freiberg nach eigenen Angaben eines der weltgrößten Indium-Vorkommen entdeckt. Von dem knappen und teuren Metall gebe es dort rund tausend Tonnen und damit weitaus mehr als bislang bekannt, sagte der Geologe Thomas Seifert der "Sächsischen Zeitung". Damit handele es sich um eine der größten Lagerstätten überhaupt. "Das wird für Europa möglicherweise wirtschaftlich entscheidend sein", sagte Seifert, Lagerstättenforscher am Freiberger Institut für Mineralogie.
Indium gilt als wichtiger Zusatzstoff für die Chipindustrie, die Displayfertigung und die Solarzellenproduktion. Schon jetzt zählt es zu den knappsten Rohstoffen überhaupt: Der Preis hat sich allein in den vergangenen fünf Jahren in etwa verzehnfacht. Bisher wurden die weltweiten Reserven für abbaubares Indium nach Angaben der Bergakademie auf 2800 Tonnen geschätzt.
Wie die Bergakademie auf Nachfrage von SPIEGEL ONLINE mitteilte, wäre ein Abbau des Indiums in der Region Freiberg frühestens in drei Jahren denkbar. "Wenn der Weltmarktpreis weiter steigt, wird der Abbau rentabel." Bisher allerdings wäre das Unterfangen noch zu teuer, da das Indium nicht in Reinform vorliege, was die Gewinnung aufwendig machen würde.
Seifert verwies darauf, dass außer Indium auch noch weitere Metalle wie Zinn, Kupfer, Blei und Wolfram unter der Erde lagerten. Das Erzgebirge an der Grenze zwischen Sachsen und Böhmen hat eine lange Bergbautradition. In der Vergangenheit wurde dort vor allem Silbererz abgebaut.
Überraschung im Erzgebirge: Forscher haben dort nach eigenen Angaben eines der größten Indium-Vorkommen der Welt entdeckt. Das Metall, das für Computerchips und Solarzellen benötigt wird, ist ein äußerst knapper und entsprechend begehrter Rohstoff.
Dresden - Im Erzgebirge haben Forscher der Bergakademie Freiberg nach eigenen Angaben eines der weltgrößten Indium-Vorkommen entdeckt. Von dem knappen und teuren Metall gebe es dort rund tausend Tonnen und damit weitaus mehr als bislang bekannt, sagte der Geologe Thomas Seifert der "Sächsischen Zeitung". Damit handele es sich um eine der größten Lagerstätten überhaupt. "Das wird für Europa möglicherweise wirtschaftlich entscheidend sein", sagte Seifert, Lagerstättenforscher am Freiberger Institut für Mineralogie.
Indium gilt als wichtiger Zusatzstoff für die Chipindustrie, die Displayfertigung und die Solarzellenproduktion. Schon jetzt zählt es zu den knappsten Rohstoffen überhaupt: Der Preis hat sich allein in den vergangenen fünf Jahren in etwa verzehnfacht. Bisher wurden die weltweiten Reserven für abbaubares Indium nach Angaben der Bergakademie auf 2800 Tonnen geschätzt.
Wie die Bergakademie auf Nachfrage von SPIEGEL ONLINE mitteilte, wäre ein Abbau des Indiums in der Region Freiberg frühestens in drei Jahren denkbar. "Wenn der Weltmarktpreis weiter steigt, wird der Abbau rentabel." Bisher allerdings wäre das Unterfangen noch zu teuer, da das Indium nicht in Reinform vorliege, was die Gewinnung aufwendig machen würde.
Seifert verwies darauf, dass außer Indium auch noch weitere Metalle wie Zinn, Kupfer, Blei und Wolfram unter der Erde lagerten. Das Erzgebirge an der Grenze zwischen Sachsen und Böhmen hat eine lange Bergbautradition. In der Vergangenheit wurde dort vor allem Silbererz abgebaut.
Antwort auf Beitrag Nr.: 36.356.451 von meinolf67 am 12.01.09 16:28:31Interessant, nicht wahr; aber hier noch eine möglicherweise interessantere Ergänzung:
http://www.geoberg.de/blog/lagerstaettengeologie/indium-und-…
http://www.geoberg.de/blog/lagerstaettengeologie/indium-und-…
Japan-based Dowa Holdings Co. (TSE:5714) said Tuesday that it will purchase a 100 per cent stake in a Southeast Asian waste management company on February 5 through a wholly owned subsidiary.
Modern Asia Environmental Holdings Inc., to be acquired through Dowa Eco-System Co., operates waste management and disposal businesses in Indonesia , Thailand and Singapore.
Through the acquisition, the Dowa Holdings group will gain control of the firm's landfills, incinerators, and solid-waste and waste-oil processing facilities. The deal will also allow the group to expand into the recycling, soil purification and global warming gas reduction businesses in Southeast Asia.
By tapping the growing demand for environmental and recycling services in the region, the group hopes to lift sales at its environmental and recycling division to 110 billion yen (US$1.22584 billion)by fiscal 2011, a 50 per cent increase from the projected sales for the year ending March 31.
Modern Asia Environmental Holdings Inc., to be acquired through Dowa Eco-System Co., operates waste management and disposal businesses in Indonesia , Thailand and Singapore.
Through the acquisition, the Dowa Holdings group will gain control of the firm's landfills, incinerators, and solid-waste and waste-oil processing facilities. The deal will also allow the group to expand into the recycling, soil purification and global warming gas reduction businesses in Southeast Asia.
By tapping the growing demand for environmental and recycling services in the region, the group hopes to lift sales at its environmental and recycling division to 110 billion yen (US$1.22584 billion)by fiscal 2011, a 50 per cent increase from the projected sales for the year ending March 31.
Reuters:
Jan 22 - Japan's Dowa Holdings Co Ltd <5714.T> said it would curb copper output by about 10 percent from its initial plan from February. [ID:nT16016]
Jan 22 - Japan's Dowa Holdings Co Ltd <5714.T> said it would curb copper output by about 10 percent from its initial plan from February. [ID:nT16016]
Antwort auf Beitrag Nr.: 36.356.451 von meinolf67 am 12.01.09 16:28:31Hallo,
ich habe mir schon einige Beiträge hier durchgelesen aber leider noch keine Tipps zum Einkauf hier entdecken können.
Mich würde interessieren, wie die Preise für Indium so auf dem Markt sind?
Jedoch den Preis für Endkunden, nicht für Großhändler – den kenne ich schon.
Bin am Erwerb von 5 - 10 kg Indium interessiert.
Ich weis von einem Bekannten, dass man in Foren manchmal ein paar gute Preistipps bekommen kann.
Bei 10 kg stelle ich mir einen Preis von ungefähr 480EUR/kg vor.
Die normalen Großhändler sind mir ein bisschen zu teuer, da hab ich schon angerufen.
Kennt vielleicht jemand einen guten Kontakt?
Verschenke eine 10,- PayPal Gutschrift für einen nützlichen Tipp.
ich habe mir schon einige Beiträge hier durchgelesen aber leider noch keine Tipps zum Einkauf hier entdecken können.
Mich würde interessieren, wie die Preise für Indium so auf dem Markt sind?
Jedoch den Preis für Endkunden, nicht für Großhändler – den kenne ich schon.
Bin am Erwerb von 5 - 10 kg Indium interessiert.
Ich weis von einem Bekannten, dass man in Foren manchmal ein paar gute Preistipps bekommen kann.
Bei 10 kg stelle ich mir einen Preis von ungefähr 480EUR/kg vor.
Die normalen Großhändler sind mir ein bisschen zu teuer, da hab ich schon angerufen.
Kennt vielleicht jemand einen guten Kontakt?
Verschenke eine 10,- PayPal Gutschrift für einen nützlichen Tipp.
JAPAN'S DOWA ACQUIRES INDONESIAN WASTE PROCESSING CO
54 minutes ago - Asia Pulse
Indonesian waste processing company PT Prasadha Pamunah Limbah Industri (PPLI) has been wholly acquired by Dowa Holdings Co. Ltd from Japan.
Dowa acquired the company toward the end of January from Modern Asia Environmental Holding Inc. from the United States, a report said giving no value of the acquisition.
PPLI is the only industrial waste processing company in Indonesia located in Cileungsi, Bogor, the newspaper Investor Daily said.
Dowa President Masaki Kohno was quoted saying by the paper the company wants to become the largest environmental management company in Asia.
Dowa posted 475 billion yen or US$4.7 billion in income last year, the paper quoted sources at PPLI as saying.
54 minutes ago - Asia Pulse
Indonesian waste processing company PT Prasadha Pamunah Limbah Industri (PPLI) has been wholly acquired by Dowa Holdings Co. Ltd from Japan.
Dowa acquired the company toward the end of January from Modern Asia Environmental Holding Inc. from the United States, a report said giving no value of the acquisition.
PPLI is the only industrial waste processing company in Indonesia located in Cileungsi, Bogor, the newspaper Investor Daily said.
Dowa President Masaki Kohno was quoted saying by the paper the company wants to become the largest environmental management company in Asia.
Dowa posted 475 billion yen or US$4.7 billion in income last year, the paper quoted sources at PPLI as saying.
02.04.2009 09:15
Dowa sees copper output to Sept down 23 pct yr/yr
TOKYO, April 2 (Reuters) - Japan's Dowa Holdings Co (News) Ltd said it planned to produce 6,697 tonnes of copper a
month in the next six months, down 23 percent from a year
earlier.
A company official said it had lowered its copper target for
the six months to Sept. 30 to reflect depressed domestic demand
for metals, as well as the lower operation at the Onahama
smelter, in which it has a stake.
The Onahama copper smelter is running at about 70 percent of
capacity after a fire on March 12 that led to the closure of part
of the facility for repairs expected to take about four months.
Japanese smelters are implementing output cuts of about 10
percent this year as the economic crisis batters demand for
copper and other base metals used by automakers and other
manufacturers.
Output targets for April to September released so far by
Japanese smelters this week, show that they plan to extend the
cuts into the new financial year that began on April 1.
For details of plans announced by Japanese smelters, please
click:
Following are details of the Dowa's plans for monthly output,
with comparisons against estimated monthly production in the
second half of the last financial year and actual production in
the first half of the last financial year.
(In tonnes, except for gold):
H1 09/10 H2 08/09 H1 08/09
Copper 6,697 10,183 8,712
Zinc 7,196 12,999 9,963
Lead 974 1,086 923
Gold (kg) 534 633 390
Silver 30 37 20
(Reporting by Miho Yoshikawa)
Dowa sees copper output to Sept down 23 pct yr/yr
TOKYO, April 2 (Reuters) - Japan's Dowa Holdings Co (News) Ltd said it planned to produce 6,697 tonnes of copper a
month in the next six months, down 23 percent from a year
earlier.
A company official said it had lowered its copper target for
the six months to Sept. 30 to reflect depressed domestic demand
for metals, as well as the lower operation at the Onahama
smelter, in which it has a stake.
The Onahama copper smelter is running at about 70 percent of
capacity after a fire on March 12 that led to the closure of part
of the facility for repairs expected to take about four months.
Japanese smelters are implementing output cuts of about 10
percent this year as the economic crisis batters demand for
copper and other base metals used by automakers and other
manufacturers.
Output targets for April to September released so far by
Japanese smelters this week, show that they plan to extend the
cuts into the new financial year that began on April 1.
For details of plans announced by Japanese smelters, please
click:
Following are details of the Dowa's plans for monthly output,
with comparisons against estimated monthly production in the
second half of the last financial year and actual production in
the first half of the last financial year.
(In tonnes, except for gold):
H1 09/10 H2 08/09 H1 08/09
Copper 6,697 10,183 8,712
Zinc 7,196 12,999 9,963
Lead 974 1,086 923
Gold (kg) 534 633 390
Silver 30 37 20
(Reporting by Miho Yoshikawa)
China's Hunan Nonferrous to boost metals reserves
Reuters - Wednesday, April 15
SHANGHAI, April 14 - China's top zinc producer, Hunan Nonferrous Metals Corp Ltd <2626.HK>, plans to spend 1.2 billion yuan to build up metal reserves as prices slump, the official regional paper Hunan Daily reported.
Chinese government agencies and smelters are building up metals stockpiles to support the loss-making industry. The purchases reduce supply in domestic markets and help buoy prices.
Hunan Nonferrous plans to ask banks for a loan to buy lead, zinc, tungsten, antimony and indium from its smelters, and will sell down the stockpiles when their prices recover, the newspaper said in a report carried on the website of the official Xinhua news agency.
The report did not give the breakdown of the size of the metal purchases. Company officials were not available to comment.
The money to be spent on metals is equivalent to more than 90,000 tonnes of zinc and lead, or 600 tonnes of indium, according to Reuters cauculation based on the spot prices in Shanghai on Tuesday.
Hunan province's treasury will offer interest subsidies to help the company buy the metal, the newspaper quoted Mei Kebao, vice secretary of Hunan's party committee, as saying.
Hunan Nonferrous Metals Corp controls China's largest zinc producer, Zhuzhou Smelter Group Ltd <600961.SS>. (Reporting by Alfred Cang and Jacqueline Wong; Editing by Nick Macfie)
Reuters - Wednesday, April 15
SHANGHAI, April 14 - China's top zinc producer, Hunan Nonferrous Metals Corp Ltd <2626.HK>, plans to spend 1.2 billion yuan to build up metal reserves as prices slump, the official regional paper Hunan Daily reported.
Chinese government agencies and smelters are building up metals stockpiles to support the loss-making industry. The purchases reduce supply in domestic markets and help buoy prices.
Hunan Nonferrous plans to ask banks for a loan to buy lead, zinc, tungsten, antimony and indium from its smelters, and will sell down the stockpiles when their prices recover, the newspaper said in a report carried on the website of the official Xinhua news agency.
The report did not give the breakdown of the size of the metal purchases. Company officials were not available to comment.
The money to be spent on metals is equivalent to more than 90,000 tonnes of zinc and lead, or 600 tonnes of indium, according to Reuters cauculation based on the spot prices in Shanghai on Tuesday.
Hunan province's treasury will offer interest subsidies to help the company buy the metal, the newspaper quoted Mei Kebao, vice secretary of Hunan's party committee, as saying.
Hunan Nonferrous Metals Corp controls China's largest zinc producer, Zhuzhou Smelter Group Ltd <600961.SS>. (Reporting by Alfred Cang and Jacqueline Wong; Editing by Nick Macfie)
!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
Das Q1 - Ergebnis (April bis Juni) ist raus.
Zu Indium:
Preise in Q4/2008: 333 $ / kg
in Q1 / 2009: 309 $ / kg
Assumption für die Zeit war: 350 $ / kg
Ansonsten:
In the Nonferrous Metals segment, the sales
volumes of copper, zinc, platinum group, and indium decreased on the back of sluggish demand, although metal prices,
which had been falling since the second half of the previous year, ceased to fall.
(...)
Conditions for sourcing ores for major metals worsened year on year, on top of that the prices of copper, zinc, and
platinum group metals fell significantly. Sales of copper, zinc and platinum group metals and indium declined due to
reduced demand.
http://www.dowa.co.jp/en/ir/pdf/results/FY2009%20Consolidate…
http://www.dowa.co.jp/en/ir/pdf/results/(Supplementary)%20FY…
Zu Indium:
Preise in Q4/2008: 333 $ / kg
in Q1 / 2009: 309 $ / kg
Assumption für die Zeit war: 350 $ / kg
Ansonsten:
In the Nonferrous Metals segment, the sales
volumes of copper, zinc, platinum group, and indium decreased on the back of sluggish demand, although metal prices,
which had been falling since the second half of the previous year, ceased to fall.
(...)
Conditions for sourcing ores for major metals worsened year on year, on top of that the prices of copper, zinc, and
platinum group metals fell significantly. Sales of copper, zinc and platinum group metals and indium declined due to
reduced demand.
http://www.dowa.co.jp/en/ir/pdf/results/FY2009%20Consolidate…
http://www.dowa.co.jp/en/ir/pdf/results/(Supplementary)%20FY…
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