Freeport-McMoRan -- one of the cheapest companies in North America - 500 Beiträge pro Seite (Seite 3)
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Antwort auf Beitrag Nr.: 65.320.925 von faultcode am 08.10.20 12:20:43Uuups!
https://tradingeconomics.com/commodity/copper
https://tradingeconomics.com/commodity/copper
Copper Watch List:
https://docs.google.com/spreadsheets/d/1s_bshBKJiBU96eTmItMH…
Die 1Y-Charts sind nett gemeint, brauchen aber etwas zum Laden...
https://docs.google.com/spreadsheets/d/1s_bshBKJiBU96eTmItMH…
Die 1Y-Charts sind nett gemeint, brauchen aber etwas zum Laden...
auch ein Grund, warum der Kupferpreis z.Z. gut läuft:
19.10.
Workers at Chile´s Codelco protest layoffs amid coronavirus pandemic
https://uk.reuters.com/article/us-chile-copper-codelco/worke…
...Workers at Chile´s state-run Codelco, the world’s largest copper producer, took to the streets on Monday to reject layoffs announced by the sprawling mine company during the coronavirus pandemic.
Leaders of the Federation of Copper Workers, an umbrella group that represents the company´s unions, toted banners and chanted “No more layoffs in a pandemic” and “Enough of layoffs and persecution against women” outside company’s headquarters in the capital Santiago.
“It is not acceptable that Codelco, the principle [state-run] company in our country, execute mass layoffs,” the FTC said in a statement read during the protest. “It should be an example of protecting employment, today more than ever.”
...
19.10.
Workers at Chile´s Codelco protest layoffs amid coronavirus pandemic
https://uk.reuters.com/article/us-chile-copper-codelco/worke…
...Workers at Chile´s state-run Codelco, the world’s largest copper producer, took to the streets on Monday to reject layoffs announced by the sprawling mine company during the coronavirus pandemic.
Leaders of the Federation of Copper Workers, an umbrella group that represents the company´s unions, toted banners and chanted “No more layoffs in a pandemic” and “Enough of layoffs and persecution against women” outside company’s headquarters in the capital Santiago.
“It is not acceptable that Codelco, the principle [state-run] company in our country, execute mass layoffs,” the FTC said in a statement read during the protest. “It should be an example of protecting employment, today more than ever.”
...
Antwort auf Beitrag Nr.: 65.489.189 von faultcode am 25.10.20 13:28:16noch ein Grund, warum der Kupferpreis z.Z. gut läuft:
4.11.
Chile's mining investment to lag while constitution rewritten, official says
https://www.nasdaq.com/articles/chiles-mining-investment-to-…
...
Chile's world-leading copper industry will see investment lag for at least two years as the country rewrites a constitution that underpinned nearly three decades of mining growth in the South American nation, a senior mining official told Reuters.
"Hardly a project of a very large magnitude will be carried out in the next two years until there is clarity around the new constitution," Diego Hernández, president of Chile's National Mining Society (Sonami), said on Tuesday. "And I don't think it is necessary given supply-demand and the market at the moment."
Chileans last month voted overwhelmingly in favor of scrapping the country's dictatorship-era constitution, but the process of drafting a new one is expected to extend through 2022.
Several issues on the table could impact mining, from indigenous and collective bargaining rights to baseline rules that govern mining rights, environmental protections and worker benefits.
But Hernández, a former top mining executive, said the process was not "open season" for changes. Sonami, a trade group, represents mining firms including BHP BHP.AX, Anglo-American AAL.L and Antofagasta ANTO.L.
"Any arbitrary decision that Chile makes against foreign investment, against any (standing) commitment, will be very expensive decisions," he said, adding that extreme amendments to the new charter should be avoided because a two-thirds vote by the 155-member constitutional convention would be needed to approve it.
"If two-thirds wanted a radical change, it would have to be respected, but I do not think that is the case."
The timing of the constitutional rewrite coincides with a global lag in demand brought on by the coronavirus pandemic that will also weigh on investors' decisions, Hernández said, a one-two punch that is likely to put the brakes on new projects and proposals in Chile for an extended period.
Hernandez said clear rules around mining property and rights - seen as critical to the development of Chile's metals industry - must be maintained in the new constitution if the country is to maintain its world-leading position.
He added that top miners recognized that some changes were necessary to meet the demands of the people, but mining itself - the country's top economic driver and a major source of government tax income - must be protected.
"Chile cannot afford the luxury of dispensing with mining," Hernández said, defending the industry's record on hot-button areas like water use. "Mining can be done while respecting the environment."...
4.11.
Chile's mining investment to lag while constitution rewritten, official says
https://www.nasdaq.com/articles/chiles-mining-investment-to-…
...
Chile's world-leading copper industry will see investment lag for at least two years as the country rewrites a constitution that underpinned nearly three decades of mining growth in the South American nation, a senior mining official told Reuters.
"Hardly a project of a very large magnitude will be carried out in the next two years until there is clarity around the new constitution," Diego Hernández, president of Chile's National Mining Society (Sonami), said on Tuesday. "And I don't think it is necessary given supply-demand and the market at the moment."
Chileans last month voted overwhelmingly in favor of scrapping the country's dictatorship-era constitution, but the process of drafting a new one is expected to extend through 2022.
Several issues on the table could impact mining, from indigenous and collective bargaining rights to baseline rules that govern mining rights, environmental protections and worker benefits.
But Hernández, a former top mining executive, said the process was not "open season" for changes. Sonami, a trade group, represents mining firms including BHP BHP.AX, Anglo-American AAL.L and Antofagasta ANTO.L.
"Any arbitrary decision that Chile makes against foreign investment, against any (standing) commitment, will be very expensive decisions," he said, adding that extreme amendments to the new charter should be avoided because a two-thirds vote by the 155-member constitutional convention would be needed to approve it.
"If two-thirds wanted a radical change, it would have to be respected, but I do not think that is the case."
The timing of the constitutional rewrite coincides with a global lag in demand brought on by the coronavirus pandemic that will also weigh on investors' decisions, Hernández said, a one-two punch that is likely to put the brakes on new projects and proposals in Chile for an extended period.
Hernandez said clear rules around mining property and rights - seen as critical to the development of Chile's metals industry - must be maintained in the new constitution if the country is to maintain its world-leading position.
He added that top miners recognized that some changes were necessary to meet the demands of the people, but mining itself - the country's top economic driver and a major source of government tax income - must be protected.
"Chile cannot afford the luxury of dispensing with mining," Hernández said, defending the industry's record on hot-button areas like water use. "Mining can be done while respecting the environment."...
Antwort auf Beitrag Nr.: 65.604.050 von faultcode am 05.11.20 12:18:27auf der anderen Seite gibt's möglicherweise Druck aus Australien bei Kupfer:
3.11.
China to Halt Key Australian Imports in Sweeping Retaliation
https://finance.yahoo.com/news/china-halt-key-australian-imp…
...
China has ordered traders to stop purchasing at least seven categories of Australian commodities, ratcheting up tensions with a key trading partner in its most sweeping retaliation yet.
Commodities traders in China won’t be able to import products including coal, barley, copper ore and concentrate, sugar, timber, wine and lobster, according to people familiar with the situation. The government has ordered the halt to begin on Friday, one of the people said, asking not to be identified as the information is sensitive.
The notice was verbally relayed to major traders in meetings in recent weeks, one of the people said. Iron ore, Australia’s biggest export to China, won’t be included in the halt, the people said.
...
3.11.
China to Halt Key Australian Imports in Sweeping Retaliation
https://finance.yahoo.com/news/china-halt-key-australian-imp…
...
China has ordered traders to stop purchasing at least seven categories of Australian commodities, ratcheting up tensions with a key trading partner in its most sweeping retaliation yet.
Commodities traders in China won’t be able to import products including coal, barley, copper ore and concentrate, sugar, timber, wine and lobster, according to people familiar with the situation. The government has ordered the halt to begin on Friday, one of the people said, asking not to be identified as the information is sensitive.
The notice was verbally relayed to major traders in meetings in recent weeks, one of the people said. Iron ore, Australia’s biggest export to China, won’t be included in the halt, the people said.
...
Trading Spotlight
Antwort auf Beitrag Nr.: 65.604.911 von faultcode am 05.11.20 13:12:526.11.
...
An unofficial Chinese ban on Australian copper concentrate imports could hurt Chinese smelters in their negotiations with miners on benchmark treatment charges for 2021, traders and analysts said.
Australian media reported that Chinese importers have been informally warned by Chinese customs officials that a range of Australian goods, including copper concentrate, will be targeted for increased inspections from Nov. 6 amid a diplomatic row between the two countries.
The orders had already forced traders to divert some small shipments bound for China, two traders told Reuters on Friday. While Australia is not a big supplier of copper concentrate to China, the row comes as supplies from South America have been disrupted by the coronavirus epidemic which looks set to erode the bargaining power of smelters in China to buy for next year.
"On the face of it, the market tightens for the Chinese, so ultimately they will have to push their prices on the offer a bit lower to get that security of supply," said analyst Daniel Hynes of ANZ in Sydney. Miners pay treatment and refining charges (TC/RCs) to smelters to process concentrate into refined metal. When supply is scarce, refiners have to charge less to attract what they need.
Chinese smelters and global miners meet every November to negotiate the annual benchmark for the following year's TC/RCs. "The timing couldn't have been worse. The one area that is not struggling with COVID-19 impacts to logistics is Australia, and that's the place they have banned.
The South Americans will use this as leverage," said a copper concentrate trader based in Australia. Chile and Peru are China's biggest suppliers. Spot TCs plumbed an eight-year low of $50.50 a tonne this week, a 30% drop from the 2020 high hit in March and well below the annual benchmark of $62 a tonne, Asian Metals data showed.
"The ban may drive the spot market lower for China. For the 2021 benchmark, a slide is fair but I think it will actually settle near $60 a tonne and 6 cents per pound," said a Singapore-based trader.
A second Australia-based trader forecast the benchmark in the mid $50s a tonne. DIVERSION In the short term, traders are scrambling to redirect Australian shipments. "If you had a ship full of copper concentrate floating offshore, you're rapidly trying to find a home," a second Australia-based trader said. Traders said Australian shipments meant for China could divert to Japan, Korea, India, or to blending facilities in Taiwan or Malaysia.
Australian producers of lead and zinc concentrates and precious metals are also making back-up plans in case the ban broadens, two traders said.
"We have no idea how long (this will last). It's subject to the relationship between governments," added a trader with a Chinese smelter.
The ban is expected to have only a limited impact on the Chinese concentrate market's supply-demand balance, as Australia accounts for just less than 5% of China's concentrate imports. Australia's two biggest copper producers, BHP Group and trading house Glencore , are also unlikely to be affected. BHP does not export copper concentrate and Glencore can divert material to its two smelters, each in Australia and the Philippines, they said.
Glencore and BHP declined to comment. China's copper concentrate imports China copper treatment charges slide to lowest in eight years
China's Australian copper ban seen hurting smelters in TC/RCs talks
https://www.kitco.com/news/2020-11-06/China-apos-s-Australia…
...
An unofficial Chinese ban on Australian copper concentrate imports could hurt Chinese smelters in their negotiations with miners on benchmark treatment charges for 2021, traders and analysts said.
Australian media reported that Chinese importers have been informally warned by Chinese customs officials that a range of Australian goods, including copper concentrate, will be targeted for increased inspections from Nov. 6 amid a diplomatic row between the two countries.
The orders had already forced traders to divert some small shipments bound for China, two traders told Reuters on Friday. While Australia is not a big supplier of copper concentrate to China, the row comes as supplies from South America have been disrupted by the coronavirus epidemic which looks set to erode the bargaining power of smelters in China to buy for next year.
"On the face of it, the market tightens for the Chinese, so ultimately they will have to push their prices on the offer a bit lower to get that security of supply," said analyst Daniel Hynes of ANZ in Sydney. Miners pay treatment and refining charges (TC/RCs) to smelters to process concentrate into refined metal. When supply is scarce, refiners have to charge less to attract what they need.
Chinese smelters and global miners meet every November to negotiate the annual benchmark for the following year's TC/RCs. "The timing couldn't have been worse. The one area that is not struggling with COVID-19 impacts to logistics is Australia, and that's the place they have banned.
The South Americans will use this as leverage," said a copper concentrate trader based in Australia. Chile and Peru are China's biggest suppliers. Spot TCs plumbed an eight-year low of $50.50 a tonne this week, a 30% drop from the 2020 high hit in March and well below the annual benchmark of $62 a tonne, Asian Metals data showed.
"The ban may drive the spot market lower for China. For the 2021 benchmark, a slide is fair but I think it will actually settle near $60 a tonne and 6 cents per pound," said a Singapore-based trader.
A second Australia-based trader forecast the benchmark in the mid $50s a tonne. DIVERSION In the short term, traders are scrambling to redirect Australian shipments. "If you had a ship full of copper concentrate floating offshore, you're rapidly trying to find a home," a second Australia-based trader said. Traders said Australian shipments meant for China could divert to Japan, Korea, India, or to blending facilities in Taiwan or Malaysia.
Australian producers of lead and zinc concentrates and precious metals are also making back-up plans in case the ban broadens, two traders said.
"We have no idea how long (this will last). It's subject to the relationship between governments," added a trader with a Chinese smelter.
The ban is expected to have only a limited impact on the Chinese concentrate market's supply-demand balance, as Australia accounts for just less than 5% of China's concentrate imports. Australia's two biggest copper producers, BHP Group and trading house Glencore , are also unlikely to be affected. BHP does not export copper concentrate and Glencore can divert material to its two smelters, each in Australia and the Philippines, they said.
Glencore and BHP declined to comment. China's copper concentrate imports China copper treatment charges slide to lowest in eight years
China's Australian copper ban seen hurting smelters in TC/RCs talks
https://www.kitco.com/news/2020-11-06/China-apos-s-Australia…
dafür fängt nun die gute Saisonalität bei Cu an:
Antwort auf Beitrag Nr.: 65.639.004 von faultcode am 09.11.20 12:32:08
Quelle: FactSet, auch (average) estimates Q4 2020e + Q1 2021e
Quelle: FactSet, auch (average) estimates Q4 2020e + Q1 2021e
Antwort auf Beitrag Nr.: 65.751.900 von faultcode am 18.11.20 13:03:33
Antwort auf Beitrag Nr.: 65.751.900 von faultcode am 18.11.20 13:03:33die Pumpe ist da!
...
https://www.marketwatch.com/articles/these-miners-are-a-buy-…
..und mit Freeport-McMoRan als "top pick" neben der Keith Neumeyer-Bude First Quantum Minerals
=> da müssten doch noch Kurse von > USD50 in 2021/22 drin sein, wenn die jetzt erst damit anfangen
...
https://www.marketwatch.com/articles/these-miners-are-a-buy-…
..und mit Freeport-McMoRan als "top pick" neben der Keith Neumeyer-Bude First Quantum Minerals
=> da müssten doch noch Kurse von > USD50 in 2021/22 drin sein, wenn die jetzt erst damit anfangen
25.11.
Worldwide copper production dropped 0.8% in first eight months of 2020
https://www.kitco.com/news/2020-11-25/Worldwide-copper-produ…
...
World mine production fell about 4% in April and May due to COVID-19 restrictions that resulted in temporary mine shutdowns and reduced production levels, wrote the International Copper Study Group in a study released on Monday.
However, production started to recover by the end of May. The overall impact on the first eight months of the years saw production down 0.8%.
Peru's production was one of the hardest hit, with a 16.5% decline in mine output over the first eight months of 2020. During the worst of COVID-19, production dropped 38% in April-May compared to the same period of 2019.
Chile actually upped production slightly in the first eight months of the year due to clearing operational constraints from the year prior.
There were some regions where production was up sharply.
"Production in the Democratic Republic of Congo (DRC) and Panama increased significantly mainly due to the ramp-up of new
mines or expansions. In Indonesia, production grew by 23% as output levels improved following the transition of the country's
major two copper mines to different ore zones in 2019," wrote ICSG.
In the DRC, Ivanhoe Mines has been developing its Kamoa-Kakula project, what it calls the world's largest, undeveloped, high-grade copper discovery. Kakula Mine processing plant is scheduled for July 2021.
The Cobre Panama Mine is 120km west of Panama City. The first copper shipment was last year.
...
Worldwide copper production dropped 0.8% in first eight months of 2020
https://www.kitco.com/news/2020-11-25/Worldwide-copper-produ…
...
World mine production fell about 4% in April and May due to COVID-19 restrictions that resulted in temporary mine shutdowns and reduced production levels, wrote the International Copper Study Group in a study released on Monday.
However, production started to recover by the end of May. The overall impact on the first eight months of the years saw production down 0.8%.
Peru's production was one of the hardest hit, with a 16.5% decline in mine output over the first eight months of 2020. During the worst of COVID-19, production dropped 38% in April-May compared to the same period of 2019.
Chile actually upped production slightly in the first eight months of the year due to clearing operational constraints from the year prior.
There were some regions where production was up sharply.
"Production in the Democratic Republic of Congo (DRC) and Panama increased significantly mainly due to the ramp-up of new
mines or expansions. In Indonesia, production grew by 23% as output levels improved following the transition of the country's
major two copper mines to different ore zones in 2019," wrote ICSG.
In the DRC, Ivanhoe Mines has been developing its Kamoa-Kakula project, what it calls the world's largest, undeveloped, high-grade copper discovery. Kakula Mine processing plant is scheduled for July 2021.
The Cobre Panama Mine is 120km west of Panama City. The first copper shipment was last year.
...
Antwort auf Beitrag Nr.: 65.828.499 von faultcode am 24.11.20 19:13:25pre-market +3.4%
ich denke über eine Teilgewinn-Mitnahme nach, um den Rest bis auf wahnwitzige ~USD50 laufen zu lassen (als Plan):
Das Unternehmen hat immer noch so ~USD10Mrd an Long-Term Debt und zahlt u.a. dafür immer noch jedes Quartal um die USD120m an Zinsen
=> vor diesem Hintergrund würde mich eine weitere Verbesserung der Bilanzstruktur (als "step change") nicht wundern; mit entsprechenden Abkühl-Effekten für den Aktienkurs
ich denke über eine Teilgewinn-Mitnahme nach, um den Rest bis auf wahnwitzige ~USD50 laufen zu lassen (als Plan):
Das Unternehmen hat immer noch so ~USD10Mrd an Long-Term Debt und zahlt u.a. dafür immer noch jedes Quartal um die USD120m an Zinsen
=> vor diesem Hintergrund würde mich eine weitere Verbesserung der Bilanzstruktur (als "step change") nicht wundern; mit entsprechenden Abkühl-Effekten für den Aktienkurs
zur derzeitigen Kupfer-Spekulation:
30.11.
...Some chatter about a big short position held by a Chinese player being closed.
https://twitter.com/humenm/status/1333300940573724674
=>
30.11.
...Some chatter about a big short position held by a Chinese player being closed.
https://twitter.com/humenm/status/1333300940573724674
=>
Antwort auf Beitrag Nr.: 65.903.835 von faultcode am 01.12.20 12:48:30das kommt FCX und Co. zugute, v.a. ersteren, weil:
...
However, a third source involved in the talks said the problem for Freeport is that Grasberg's concentrate will risk exceeding the maximum permitted fluorine content of 1,000 parts per million, or 0.1%, in top copper consumer China.
"Grasberg will produce a lot more but the concentrates come with high fluorine," said the source, adding that the chemical impurity essentially limits destinations for Grasberg's concentrate. "That puts them in a weaker negotiating position."
Freeport did not respond to a request for comment.
"It is a big challenge for Freeport. (It's) hanging over the negotiations," said CRU analyst Hamish Sampson.
Grasberg is moving from open pit to underground mining. Freeport Indonesia Chief Executive Tony Wenas said in June it would produce 160,000 tonnes of ore per day in 2021.
27.11.
Miners, smelters still divided on copper processing charges
https://finance.yahoo.com/news/miners-smelters-still-divided…
...
However, a third source involved in the talks said the problem for Freeport is that Grasberg's concentrate will risk exceeding the maximum permitted fluorine content of 1,000 parts per million, or 0.1%, in top copper consumer China.
"Grasberg will produce a lot more but the concentrates come with high fluorine," said the source, adding that the chemical impurity essentially limits destinations for Grasberg's concentrate. "That puts them in a weaker negotiating position."
Freeport did not respond to a request for comment.
"It is a big challenge for Freeport. (It's) hanging over the negotiations," said CRU analyst Hamish Sampson.
Grasberg is moving from open pit to underground mining. Freeport Indonesia Chief Executive Tony Wenas said in June it would produce 160,000 tonnes of ore per day in 2021.
27.11.
Miners, smelters still divided on copper processing charges
https://finance.yahoo.com/news/miners-smelters-still-divided…
...
Copper production must double in the next 30 years to meet demand driven by global trends towards decarbonisation and electrification, a senior BHP executive said on Thursday.
Copper, widely used in power and construction, is well placed to benefit from the decarbonisation targets of some the world's biggest economies including top carbon emitter and top metals consumer China.
"Decarbonisation and electrification are the main drivers for the future of metals commodities, delivering on the commitment of moves towards a low-carbon economy," Tariq Salaria, vice president for sales and marketing at BHP, said.
"To keep pace with these mega trends, copper production will have to double over the next 30 years," he said in a video broadcast at the China Nonferrous Metals Industry Chain conference in Shanghai.
"Copper has become synonymous with a low-carbon economy," he added, while calling for more Chinese participants in the Copper Mark sustainability initiative.
...
<he talks his book; trotzdem>
3.12.
BHP says copper output needs to double in 30 years, criticises pricing system
https://www.kitco.com/news/2020-12-03/BHP-says-copper-output…
Copper production must double in the next 30 years to meet demand driven by global trends towards decarbonisation and electrification, a senior BHP executive said on Thursday.
Copper, widely used in power and construction, is well placed to benefit from the decarbonisation targets of some the world's biggest economies including top carbon emitter and top metals consumer China.
"Decarbonisation and electrification are the main drivers for the future of metals commodities, delivering on the commitment of moves towards a low-carbon economy," Tariq Salaria, vice president for sales and marketing at BHP, said.
"To keep pace with these mega trends, copper production will have to double over the next 30 years," he said in a video broadcast at the China Nonferrous Metals Industry Chain conference in Shanghai.
"Copper has become synonymous with a low-carbon economy," he added, while calling for more Chinese participants in the Copper Mark sustainability initiative.
...
<he talks his book; trotzdem>
3.12.
BHP says copper output needs to double in 30 years, criticises pricing system
https://www.kitco.com/news/2020-12-03/BHP-says-copper-output…
Antwort auf Beitrag Nr.: 65.939.058 von faultcode am 03.12.20 18:16:5414.12.
Freeport-McMoRan Completes Sale of Undeveloped Project in the Democratic Republic of Congo for $550 Million
https://www.wallstreet-online.de/nachricht/13268617-freeport…
...
Freeport-McMoRan Inc. (NYSE: FCX) announced today that it has completed a sale of its interests in the Kisanfu undeveloped project to a wholly owned subsidiary of China Molybdenum Co., Ltd. (CMOC) for $550 million. After-tax net cash proceeds approximate $415 million.
The Kisanfu project, located in the Democratic Republic of Congo, is a large, undeveloped cobalt and copper resource discovered by Freeport’s exploration team. Following Freeport’s sale of its interest in the adjacent Tenke Fungurume mine in 2016, the Kisanfu project was no longer strategic to Freeport’s long-term strategy.
Richard C. Adkerson, President and Chief Executive Officer, said, “We are pleased to announce this transaction, which enhances our financial position.
We continue to execute our strategy focused on our attractive portfolio of large and high-quality copper assets with strong and established franchises in North America, South America and Indonesia.”
As of December 31, 2019, FCX did not have any proven and probable reserves associated with the Kisanfu project. FCX expects to record an after-tax gain of approximately $350 million in the fourth quarter of 2020 associated with this sale.
...
=> ich deute das auch so, daß Freeport kein Interesse (mehr) an Cobalt hat
Freeport-McMoRan Completes Sale of Undeveloped Project in the Democratic Republic of Congo for $550 Million
https://www.wallstreet-online.de/nachricht/13268617-freeport…
...
Freeport-McMoRan Inc. (NYSE: FCX) announced today that it has completed a sale of its interests in the Kisanfu undeveloped project to a wholly owned subsidiary of China Molybdenum Co., Ltd. (CMOC) for $550 million. After-tax net cash proceeds approximate $415 million.
The Kisanfu project, located in the Democratic Republic of Congo, is a large, undeveloped cobalt and copper resource discovered by Freeport’s exploration team. Following Freeport’s sale of its interest in the adjacent Tenke Fungurume mine in 2016, the Kisanfu project was no longer strategic to Freeport’s long-term strategy.
Richard C. Adkerson, President and Chief Executive Officer, said, “We are pleased to announce this transaction, which enhances our financial position.
We continue to execute our strategy focused on our attractive portfolio of large and high-quality copper assets with strong and established franchises in North America, South America and Indonesia.”
As of December 31, 2019, FCX did not have any proven and probable reserves associated with the Kisanfu project. FCX expects to record an after-tax gain of approximately $350 million in the fourth quarter of 2020 associated with this sale.
...
=> ich deute das auch so, daß Freeport kein Interesse (mehr) an Cobalt hat
Antwort auf Beitrag Nr.: 66.160.090 von faultcode am 22.12.20 12:55:54Expansion Breakout in Vorbereitung:
https://www.marketbeat.com/stocks/NYSE/FCX/price-target/
FCX (+98%) war nach Albemarle Corp (+102%) die zweitbeste Materials-Aktie im S&P 500 in 2020 (FactSet).
Damit waren 2 der Top-10-Werte im S&P 500 in 2020 Materials-Aktien
Der S&P 500 Materials (SRMA, SP500.15), in dem beide Komponenten sind, wurde klar geschlagen:
eine Performance-Übersicht:
https://www.barchart.com/stocks/indices/sp-sector/materials?…
...
Freeport-McMoRan (NYSE:FCX) announces its next round of earnings this Tuesday, January 26. Here is Benzinga's everything-that-matters guide for this Tuesday's Q4 earnings announcement.
...
Based on Freeport-McMoRan management projections, analysts predict EPS of $0.38 on revenue of $4.21 billion. Freeport-McMoRan EPS in the same period a year ago totaled $0.02. Sales were $3.91 billion.
...
https://finance.yahoo.com/news/earnings-outlook-freeport-mcm…
Freeport-McMoRan (NYSE:FCX) announces its next round of earnings this Tuesday, January 26. Here is Benzinga's everything-that-matters guide for this Tuesday's Q4 earnings announcement.
...
Based on Freeport-McMoRan management projections, analysts predict EPS of $0.38 on revenue of $4.21 billion. Freeport-McMoRan EPS in the same period a year ago totaled $0.02. Sales were $3.91 billion.
...
https://finance.yahoo.com/news/earnings-outlook-freeport-mcm…
Antwort auf Beitrag Nr.: 66.605.687 von faultcode am 26.01.21 01:13:24Freeport McMoRan Q420 Earnings:
• Revenue: $4.50B (est $4.26B)
• Adj EPS: 39C (est 37C)
• Sees 2021 Gold Sales Volume: 1.3M Oz (est 1.42M)
• Sees 2021 Copper Sales Volume: 3.8B Lbs (prev saw: 3.85B)
https://twitter.com/LiveSquawk/status/1354053087351209988
• Revenue: $4.50B (est $4.26B)
• Adj EPS: 39C (est 37C)
• Sees 2021 Gold Sales Volume: 1.3M Oz (est 1.42M)
• Sees 2021 Copper Sales Volume: 3.8B Lbs (prev saw: 3.85B)
https://twitter.com/LiveSquawk/status/1354053087351209988
Auf den Rücksetzer habe ich gewartet um endlich mal einzusteigen.
Für mich eine sehr interessante Langfristanlage, v.a. wegen Kupfer.
Für mich eine sehr interessante Langfristanlage, v.a. wegen Kupfer.
Antwort auf Beitrag Nr.: 66.614.747 von faultcode am 26.01.21 14:43:46wenn es regnet, wird es schütten:
noch hält Kupfer:
noch hält Kupfer:
Wird eh mal Zeit für eine Korrektur... will hier schon lange rein 🙌🏻
25.2.
Freeport eyes U.S. expansions as Biden's EV plan boosts copper demand
https://ca.finance.yahoo.com/news/freeport-eyes-u-expansions…
...
Freeport-McMoRan Inc is set to approve expansions at several of its U.S. copper mines to capitalize on surging demand for the red metal as President Joe Biden moves to electrify the nation's automobiles and combat climate change, Chief Executive Richard Adkerson told Reuters.
The expansions would be a major bet on the U.S. economy - one of the company's largest markets - and also on the rising demand for electric vehicles (EVs), which use twice as much copper as internal combustion engines.
Adkerson also said he has no desire to combine Freeport with Barrick Gold Corp or another gold producer and is working to give COVID-19 vaccines to about 25,000 workers at the Grasberg copper mine in Indonesia, which Freeport owns with that country's government. He also is aiming to double the size of the company's board of directors.
Phoenix-based Freeport already produces more than 1 billion pounds of copper each year in the United States, little of which is exported. While the company opened a new U.S. mine last year in Arizona, it could soon greenlight expansions at three mines in the U.S. Southwest, Adkerson said, adding more than 250 million pounds of copper each year to U.S. output.
"President Biden clearly has a commitment to addressing climate change, and any climate change initiative creates demand for copper," Adkerson, who became Freeport's chairman on Feb. 2, said in an interview this week. "We're very well-situated to address that with the assets we have."
Biden met with lawmakers on Wednesday to discuss how to secure supplies of electric vehicles and the minerals used to make them.
...
Freeport eyes U.S. expansions as Biden's EV plan boosts copper demand
https://ca.finance.yahoo.com/news/freeport-eyes-u-expansions…
...
Freeport-McMoRan Inc is set to approve expansions at several of its U.S. copper mines to capitalize on surging demand for the red metal as President Joe Biden moves to electrify the nation's automobiles and combat climate change, Chief Executive Richard Adkerson told Reuters.
The expansions would be a major bet on the U.S. economy - one of the company's largest markets - and also on the rising demand for electric vehicles (EVs), which use twice as much copper as internal combustion engines.
Adkerson also said he has no desire to combine Freeport with Barrick Gold Corp or another gold producer and is working to give COVID-19 vaccines to about 25,000 workers at the Grasberg copper mine in Indonesia, which Freeport owns with that country's government. He also is aiming to double the size of the company's board of directors.
Phoenix-based Freeport already produces more than 1 billion pounds of copper each year in the United States, little of which is exported. While the company opened a new U.S. mine last year in Arizona, it could soon greenlight expansions at three mines in the U.S. Southwest, Adkerson said, adding more than 250 million pounds of copper each year to U.S. output.
"President Biden clearly has a commitment to addressing climate change, and any climate change initiative creates demand for copper," Adkerson, who became Freeport's chairman on Feb. 2, said in an interview this week. "We're very well-situated to address that with the assets we have."
Biden met with lawmakers on Wednesday to discuss how to secure supplies of electric vehicles and the minerals used to make them.
...
GS mit USD15k / t Cu = ~ USD6.8 / lb wegen:
https://twitter.com/OakInAlexandria/status/13830982165902295…
https://twitter.com/OakInAlexandria/status/13830982165902295…
gibts eigentlich auch kleinere Kuper- und Goldplays? Ich halte das für eine interessante Kombi, da ich davon ausgehe, dass auch der Goldpreis über kurz oder lang richtig haussieren wird und wir eine höhere Infla sehen werden. Ich hab schon paar Freeport im Depot, aber so ein kleiner aussichtsreicher Minenwert mit ansprechenden geprüften Reserven und einem fortgeschrittenen Entwicklungsstadium der Mine wäre was.
Antwort auf Beitrag Nr.: 67.859.477 von faultcode am 17.04.21 21:55:17fast geschafft:
https://tradingeconomics.com/commodity/copper
https://tradingeconomics.com/commodity/copper
Jamie Murray discusses Freeport-McMoRan
https://www.bnnbloomberg.ca/video/jamie-murray-discusses-fre…
https://www.bnnbloomberg.ca/video/jamie-murray-discusses-fre…
Antwort auf Beitrag Nr.: 67.899.224 von Monetarier am 21.04.21 16:14:59
aussichtsreicher Minenwert
Was hältst Du vom Yamana Gold? Nicht wirlklich klein, aber gut aufgestellt.
Antwort auf Beitrag Nr.: 68.039.588 von silentsniper am 04.05.21 08:57:56gefällt mir vom Chart her nicht so gut. Deutlich unter er 200 Tage Linie. Franco Nevada (Streaming & Royalty Play) gefällt mir da charttechnisch besser.
Antwort auf Beitrag Nr.: 67.949.741 von faultcode am 26.04.21 14:15:33FIRST QUARTER 2021
Goehring & Rozencwajg
Natural Resource Market Commentary
The Problems with Copper Supply
http://info.gorozen.com/q1-2021-market-commentary --> PDF
--> wer das gelesen hat, wird die Aktien eines gut geführten Kupferproduzenten nicht mehr so schnell aus der Hand geben:
=> unter z.B. 0.25% cut-off zu gehen bringt also mengenmäßig nicht mehr viel
("below a certain cut-off grade, the cost and complexity to produce copper begins to grow exponentially")
am Ende des Kupfer-Kapitels:
...
The copper bull market is now underway.
Investors are beginning to appreciate the demand story surrounding copper but most investors do not understand the complex issues now affecting supply. Between 2000 and 2020, high copper prices allowed companies to grow their reserve basis even in the face of limited new copper discoveries.
Because of increasing depletion issues, the lack of new world class mines coming online, and geological constraints embedded in copper porphyry deposits, our research tells us that copper supply will show little growth this decade.
Strong demand is about to collide with severe copper supply problems. Copper prices are heading much, much higher.
__
Trotzdem heißt es mMn selektiv und auf der Hut zu sein. Es passiert regelmäßig, daß Developer und Produzenten sich in einem Metal-Bullenmarkt in unabsehbare Kosten stürzen und mitten bei steigenden Erlöspreisen insolvent gehen.
Bei FCX gehe ich aber nicht davon aus. Unmöglich ist aber (auch hier) nichts. Denn es kann durchaus sein, daß gerade solche "staatstragenden" Produzenten unter politischen Druck gesetzt werden in Projekte zu investieren, die eigentlich sinnlos sind.
Goehring & Rozencwajg
Natural Resource Market Commentary
The Problems with Copper Supply
http://info.gorozen.com/q1-2021-market-commentary --> PDF
--> wer das gelesen hat, wird die Aktien eines gut geführten Kupferproduzenten nicht mehr so schnell aus der Hand geben:
=> unter z.B. 0.25% cut-off zu gehen bringt also mengenmäßig nicht mehr viel
("below a certain cut-off grade, the cost and complexity to produce copper begins to grow exponentially")
am Ende des Kupfer-Kapitels:
...
The copper bull market is now underway.
Investors are beginning to appreciate the demand story surrounding copper but most investors do not understand the complex issues now affecting supply. Between 2000 and 2020, high copper prices allowed companies to grow their reserve basis even in the face of limited new copper discoveries.
Because of increasing depletion issues, the lack of new world class mines coming online, and geological constraints embedded in copper porphyry deposits, our research tells us that copper supply will show little growth this decade.
Strong demand is about to collide with severe copper supply problems. Copper prices are heading much, much higher.
__
Trotzdem heißt es mMn selektiv und auf der Hut zu sein. Es passiert regelmäßig, daß Developer und Produzenten sich in einem Metal-Bullenmarkt in unabsehbare Kosten stürzen und mitten bei steigenden Erlöspreisen insolvent gehen.
Bei FCX gehe ich aber nicht davon aus. Unmöglich ist aber (auch hier) nichts. Denn es kann durchaus sein, daß gerade solche "staatstragenden" Produzenten unter politischen Druck gesetzt werden in Projekte zu investieren, die eigentlich sinnlos sind.
wer wissen will, warum FCX heute Crash-Leader (#1 im SP500) war, der wird auch hier fündig:
10.5.
https://twitter.com/evrytingisawsum/status/13918018156839731…
=> vermutlich haben hier, und woanders im Rohstoff-Bereich, dieselben Hedgies heute geschmissen, die auch Bitcoin geschmissen haben
10.5.
https://twitter.com/evrytingisawsum/status/13918018156839731…
=> vermutlich haben hier, und woanders im Rohstoff-Bereich, dieselben Hedgies heute geschmissen, die auch Bitcoin geschmissen haben
Lorne Steinberg discusses Freeport-McMoRan
https://www.bnnbloomberg.ca/video/lorne-steinberg-discusses-…
https://www.bnnbloomberg.ca/video/lorne-steinberg-discusses-…
"Achieved balance sheet targets - positioned for increasing cash returns to shareholders"
2021Q2:22.7.
https://investors.fcx.com/investors/news-releases/news-relea…
...
...
...
With the recent achievement of FCX's net debt target, FCX expects the Board to consider the amount of additional cash returns to shareholders following its 2021 annual results.
...
22.7.
South America’s left turn is bullish copper, top miner says
https://www.mining.com/web/south-americas-left-turn-is-bulli…
...
A hard turn to the left in South American politics may come with a silver lining for mining companies in the form of higher prices, according to Freeport-McMoRan Inc. Chief Executive Officer Richard Adkerson.
Policy uncertainty in Peru and Chile, which account for about 40% of global copper production, is supportive of future prices as producers balk on pulling the trigger on investments, he told analysts on a call Thursday. The shifting political winds are part of the challenges that mining companies face in meeting growing demand as the world transitions away from fossil fuels.
Adkerson, a 74-year-old mining veteran, plans to work with the industry in Peru to engage with the incoming government of Pedro Castillo, who has vowed to take a bigger share of the mineral windfall to fight poverty. In Chile, Freeport is holding off on a major expansion as the country debates tax hikes, drafts a new constitution and heads into a presidential election at a time when voters are pushing to address lingering inequalities.
“We really don’t know what the outcome is, bottom line,” Adkerson said. “This is going to be supportive of future copper prices.”
...
South America’s left turn is bullish copper, top miner says
https://www.mining.com/web/south-americas-left-turn-is-bulli…
...
A hard turn to the left in South American politics may come with a silver lining for mining companies in the form of higher prices, according to Freeport-McMoRan Inc. Chief Executive Officer Richard Adkerson.
Policy uncertainty in Peru and Chile, which account for about 40% of global copper production, is supportive of future prices as producers balk on pulling the trigger on investments, he told analysts on a call Thursday. The shifting political winds are part of the challenges that mining companies face in meeting growing demand as the world transitions away from fossil fuels.
Adkerson, a 74-year-old mining veteran, plans to work with the industry in Peru to engage with the incoming government of Pedro Castillo, who has vowed to take a bigger share of the mineral windfall to fight poverty. In Chile, Freeport is holding off on a major expansion as the country debates tax hikes, drafts a new constitution and heads into a presidential election at a time when voters are pushing to address lingering inequalities.
“We really don’t know what the outcome is, bottom line,” Adkerson said. “This is going to be supportive of future copper prices.”
...
Escondida, BHP Group:
28.7.
World’s Biggest Copper Mine Moves a Step Closer to Strike
https://finance.yahoo.com/news/world-biggest-copper-mine-mov…
...
28.7.
World’s Biggest Copper Mine Moves a Step Closer to Strike
https://finance.yahoo.com/news/world-biggest-copper-mine-mov…
...
schön, wie Freeport sein CAPEX unter Kontrolle hat:
https://twitter.com/respeculator/status/1426857184697098247
https://twitter.com/respeculator/status/1426857184697098247
Gordon Reid discusses Freeport-McMoRan
https://www.bnnbloomberg.ca/video/gordon-reid-discusses-free…
https://www.bnnbloomberg.ca/video/gordon-reid-discusses-free…
Antwort auf Beitrag Nr.: 68.856.753 von faultcode am 23.07.21 13:10:4324.8.
Uncertainty reigns as Chile presidential election enters home stretch
https://www.kitco.com/news/2021-08-24/Uncertainty-reigns-as-…
...
“I would be very careful with making any projections this time around,“ said Bunker, of consultancy Tresquintos. “Something unexpected could happen.“ The Eurasia Group risk consultancy said in a report that it foresaw a second round in which “the Left is well-placed to capitalize on the demand for change.“
Chile, long one of Latin America‘s most stable and prosperous nations, was roiled by often-violent mass protests over inequality in 2019, forcing a referendum in which voters chose to rewrite its dictatorship constitution.
The candidate elected to take over from center-right President Sebastian Pinera will preside over the likely transition from the old Magna Carta, reviled by the left for its capitalist bent, to a new document currently being drafted.
...
Uncertainty reigns as Chile presidential election enters home stretch
https://www.kitco.com/news/2021-08-24/Uncertainty-reigns-as-…
...
“I would be very careful with making any projections this time around,“ said Bunker, of consultancy Tresquintos. “Something unexpected could happen.“ The Eurasia Group risk consultancy said in a report that it foresaw a second round in which “the Left is well-placed to capitalize on the demand for change.“
Chile, long one of Latin America‘s most stable and prosperous nations, was roiled by often-violent mass protests over inequality in 2019, forcing a referendum in which voters chose to rewrite its dictatorship constitution.
The candidate elected to take over from center-right President Sebastian Pinera will preside over the likely transition from the old Magna Carta, reviled by the left for its capitalist bent, to a new document currently being drafted.
...
David Burrows discusses Freeport-McMoRan
https://www.bnnbloomberg.ca/video/david-burrows-discusses-fr…
https://www.bnnbloomberg.ca/video/david-burrows-discusses-fr…
Heute geht's fast 10% hoch bei Freeport. Übernahmespekulationen.... Mehr Infos habe ich bisher nicht gefunden.
Uuuups
19.10.
Copper Spread Widens to Most in More Than 25 Years on Supply Squeeze
https://finance.yahoo.com/news/copper-spread-widens-most-mor…
...
The copper market is so tight that spot contracts traded at the biggest premium over futures in at least 27 years in London.
The spread between cash and three-month futures surged to over $1,000 a ton on the London Metal Exchange on Monday, a premium not seen since at least 1994. The spread has been widening since early October as demand outpaced supply amid dwindling global exchange inventories.
Freely available inventories have shrunk by more than 90% over the past two months in LME-monitored warehouse after a surge in orders. And with stockpiles also declining quickly in China and the U.S., physical traders are firmly bullish on the fundamental outlook for the metal, even as macroeconomic headwinds loom.
...
19.10.
Copper Spread Widens to Most in More Than 25 Years on Supply Squeeze
https://finance.yahoo.com/news/copper-spread-widens-most-mor…
...
The copper market is so tight that spot contracts traded at the biggest premium over futures in at least 27 years in London.
The spread between cash and three-month futures surged to over $1,000 a ton on the London Metal Exchange on Monday, a premium not seen since at least 1994. The spread has been widening since early October as demand outpaced supply amid dwindling global exchange inventories.
Freely available inventories have shrunk by more than 90% over the past two months in LME-monitored warehouse after a surge in orders. And with stockpiles also declining quickly in China and the U.S., physical traders are firmly bullish on the fundamental outlook for the metal, even as macroeconomic headwinds loom.
...
Q3: auch hier sell the news mMn
Consensus war 0.81 und Q3 nach FCX war:
Net income attributable to common stock in third-quarter 2021 totaled $1.4 billion, $0.94 per share, and adjusted net income attributable to common stock totaled $1.3 billion, or $0.89 per share, after excluding net credits totaling $79 million, $0.05 per share.
...
Consensus war 0.81 und Q3 nach FCX war:
Net income attributable to common stock in third-quarter 2021 totaled $1.4 billion, $0.94 per share, and adjusted net income attributable to common stock totaled $1.3 billion, or $0.89 per share, after excluding net credits totaling $79 million, $0.05 per share.
...
Trend hält an
Wichtig wäre, dass wir die 39 USD halten und nach oben verlassen. Dann könnten wir hier schnell +10% sehen.
Das hat, wie wir heute sehen, leider nicht geklappt. An die Charttechniker hier:sind wir jetzt aus dem Aufwärtstrend wieder nach unten ausgebrochen?
Schön sieht es derzeit leider nicht aus.
Beste Grüße
Schön sieht es derzeit leider nicht aus.
Beste Grüße
Antwort auf Beitrag Nr.: 69.719.968 von AlbertGrabowski am 27.10.21 16:59:36Ja. Kupfer macht den Retest des Ausbruchsniveaus. Mal sehen ob es jetzt wieder nach oben dreht.
https://www.businesswire.com/news/home/20211102005748/en/
Man holt sich weiterhin fachkundige Personal rein. Sehr gut. Die Frage wird bei Ihrem Lebenslauf sein, wie lange sie bleibt.
Man holt sich weiterhin fachkundige Personal rein. Sehr gut. Die Frage wird bei Ihrem Lebenslauf sein, wie lange sie bleibt.
Ausbruch
🥳 auf gehts. Ich fürchte aber, wir werden die Ausbruchsmarke noch mal testen.
$GMET -- VanEck Green Metals ETF
Inception Date: 11/09/2021
11.11.
...
Green gold?
The folks at VanEck kicked off a so-called “green metals” ETF, which offers exposure to refiners, processors and recyclers of metals that are used in lower-carbon emission, or green, energy production.
The VanEck Green Metals ETF will trade on the NYSE’s Arca exchange and carries an expense ratio of 0.59%.
Its largest holdings include Freeport-McMoRan Inc. and Glencore PLC as well as Ganfeng Lithium Co. Ltd. .
https://www.marketwatch.com/story/the-anti-cathie-wood-etf-h…
https://www.vaneck.com/us/en/investments/green-metals-etf-gm…
...
Inception Date: 11/09/2021
11.11.
...
Green gold?
The folks at VanEck kicked off a so-called “green metals” ETF, which offers exposure to refiners, processors and recyclers of metals that are used in lower-carbon emission, or green, energy production.
The VanEck Green Metals ETF will trade on the NYSE’s Arca exchange and carries an expense ratio of 0.59%.
Its largest holdings include Freeport-McMoRan Inc. and Glencore PLC as well as Ganfeng Lithium Co. Ltd. .
https://www.marketwatch.com/story/the-anti-cathie-wood-etf-h…
https://www.vaneck.com/us/en/investments/green-metals-etf-gm…
...
Antwort auf Beitrag Nr.: 69.892.682 von onz555 am 11.11.21 19:30:44
Der Retest eines Ausbruchsniveaus ist charttechnisch nicht negativ. Erst wenn das Ausbruchsniveau nicht hält, dann wird es
negativ.
Zitat von onz555: 🥳 auf gehts. Ich fürchte aber, wir werden die Ausbruchsmarke noch mal testen.
Der Retest eines Ausbruchsniveaus ist charttechnisch nicht negativ. Erst wenn das Ausbruchsniveau nicht hält, dann wird es
negativ.
Kupfer
Antwort auf Beitrag Nr.: 69.949.616 von paule66 am 17.11.21 20:18:45Bullenfalle?
Antwort auf Beitrag Nr.: 69.949.778 von Napoleon190 am 17.11.21 20:32:59Kupfer ist durchgefallen. Gefällt mir nicht. Ich hab FCX heute schon vorbörslich verkauft.
Heute wieder erste Tranche fürs Langfristdepots gekauft. hatte ich schon mal, aber wieder verkauft. Jetzt wird wieder aufgebaut.
aber kaufe ich in drei Tranchen
Wir sind wieder bei der 39 USD. Mal schauen, ob wir sie jetzt nachhaltig überwinden können.
Antwort auf Beitrag Nr.: 69.663.831 von faultcode am 21.10.21 16:17:14Q4: https://investors.fcx.com/investors/news-releases/news-rele…
...
• ..Capital expenditures for the year 2022 are expected to approximate $4.7 billion ($3.3 billion excluding the Indonesia smelter projects), including $2.0 billion for major mining projects.
• ...In November 2021, FCX's Board of Directors (Board) approved a new share repurchase program authorizing repurchases of up to $3.0 billion of FCX's common stock (through January 25, 2022, FCX has acquired 15.4 million shares for a total cost of $599.9 million, $39.03 per share) and approved an increase in common stock dividends. The combined annual rate of the base dividend and the variable dividend approved by the Board is expected to total $0.60 per share in 2022
• ...At December 31, 2021, consolidated debt totaled $9.5 billion and consolidated cash and cash equivalents totaled $8.1 billion, resulting in net debt of $1.4 billion
• ...Consolidated sales for the year 2022 are expected to approximate 4.3 billion pounds of copper, 1.6 million ounces of gold and 80 million pounds of molybdenum, including 970 million pounds of copper, 380 thousand ounces of gold and 20 million pounds of molybdenum in first-quarter 2022
...
...
• ..Capital expenditures for the year 2022 are expected to approximate $4.7 billion ($3.3 billion excluding the Indonesia smelter projects), including $2.0 billion for major mining projects.
• ...In November 2021, FCX's Board of Directors (Board) approved a new share repurchase program authorizing repurchases of up to $3.0 billion of FCX's common stock (through January 25, 2022, FCX has acquired 15.4 million shares for a total cost of $599.9 million, $39.03 per share) and approved an increase in common stock dividends. The combined annual rate of the base dividend and the variable dividend approved by the Board is expected to total $0.60 per share in 2022
• ...At December 31, 2021, consolidated debt totaled $9.5 billion and consolidated cash and cash equivalents totaled $8.1 billion, resulting in net debt of $1.4 billion
• ...Consolidated sales for the year 2022 are expected to approximate 4.3 billion pounds of copper, 1.6 million ounces of gold and 80 million pounds of molybdenum, including 970 million pounds of copper, 380 thousand ounces of gold and 20 million pounds of molybdenum in first-quarter 2022
...
Gordon Reid discusses Freeport-McMoRan
https://www.bnnbloomberg.ca/video/gordon-reid-discusses-free…
https://www.bnnbloomberg.ca/video/gordon-reid-discusses-free…
Antwort auf Beitrag Nr.: 65.865.456 von faultcode am 27.11.20 14:17:59 27.11.2020
USD50 sind nun erreicht:
Position bleibt so wie sie ist
Zitat von faultcode: ...
ich denke über eine Teilgewinn-Mitnahme nach, um den Rest bis auf wahnwitzige ~USD50 laufen zu lassen (als Plan):
...
USD50 sind nun erreicht:
Position bleibt so wie sie ist
Antwort auf Beitrag Nr.: 71.030.687 von faultcode am 06.03.22 17:52:47
Position bleibt so, wie sie ist!
Das halte ich genau so.
C.Vogt von Krisensicher investieren empfiehlt die Aktie zum kauf
31.3.
...
Goldman analyst Nicholas Snowdon told a copper conference Wednesday that current near-record prices need to go much higher in order to stimulate a supply response. The next day, Freeport boss Richard Adkerson said market tightness “is far beyond a price issue.”
So while copper companies like Freeport, the top publicly trader producer, are raking in the cash, there’s not much they can do to significantly accelerate projects given a deterioration of deposit quality and more demanding operating environments, Adkerson said in an interview. That’s a problem, with copper demand set to surge in the clean energy transition.
“Even if the price of copper were to double overnight it would still be years before we had significant incremental production coming on,” he said. “The market is going to need it far faster than companies like ours can produce it.”
Asked about the impact of China’s recent Covid lockdowns, Adkerson said copper demand from the Asian nation “has remained remarkably strong,” with the company not seeing any issues selling its material to smelters there.
Russia’s invasion of Ukraine has less of an impact on copper than other commodities given Russia accounts for less than 5% of global supply. Still, any meaningful disruption can be felt in the current tight market, he said.
The big unanswered question is how the war will affect the global economy, and therefore copper demand, going forward. “Nobody has a clear idea right now,” Adkerson said.
...
Copper Tightness ‘Is Far Beyond a Price Issue,’ Freeport CEO Says
https://finance.yahoo.com/news/copper-tightness-far-beyond-p…
...
Goldman analyst Nicholas Snowdon told a copper conference Wednesday that current near-record prices need to go much higher in order to stimulate a supply response. The next day, Freeport boss Richard Adkerson said market tightness “is far beyond a price issue.”
So while copper companies like Freeport, the top publicly trader producer, are raking in the cash, there’s not much they can do to significantly accelerate projects given a deterioration of deposit quality and more demanding operating environments, Adkerson said in an interview. That’s a problem, with copper demand set to surge in the clean energy transition.
“Even if the price of copper were to double overnight it would still be years before we had significant incremental production coming on,” he said. “The market is going to need it far faster than companies like ours can produce it.”
Asked about the impact of China’s recent Covid lockdowns, Adkerson said copper demand from the Asian nation “has remained remarkably strong,” with the company not seeing any issues selling its material to smelters there.
Russia’s invasion of Ukraine has less of an impact on copper than other commodities given Russia accounts for less than 5% of global supply. Still, any meaningful disruption can be felt in the current tight market, he said.
The big unanswered question is how the war will affect the global economy, and therefore copper demand, going forward. “Nobody has a clear idea right now,” Adkerson said.
...
Copper Tightness ‘Is Far Beyond a Price Issue,’ Freeport CEO Says
https://finance.yahoo.com/news/copper-tightness-far-beyond-p…
Antwort auf Beitrag Nr.: 71.255.418 von faultcode am 01.04.22 14:54:2521.4.
Freeport-McMoRan stock pulls back, even as profit and revenue topped forecasts
https://www.marketwatch.com/story/freeport-mcmoran-stock-pul…
Shares of Freeport-McMoRan Inc. pulled back 3.2% in premarket trading Thursday, after the gold and copper miner reported first-quarter profit and revenue that beat expectations, while trimming its outlook for quarterly copper sales.
Net income more than doubled to $1.53 billion, or $1.04 a share, from $718 million, or 48 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $1.07 beat the FactSet consensus of 94 cents.
Revenue grew 36.1% to $6.60 billion, above the FactSet consensus of $6.44 billion, as copper sales rose 24.1% to 1.02 billion recoverable pounds and as gold sales increased 58.5% to 409,000 recoverable ounces. Average realized price per pound of copper rose 18.2% to $4.66 and the realized price per ounce of gold increased 12.1% to $1,920.
The company cut its copper sales outlook for the second quarter to 1.040 billion pounds from 1.075 billion pounds, for the third quarter to 1.095 billion pounds from 1.125 billion pounds and for the fourth quarter to 1.095 billion pounds from 1.130 billion pounds...
Freeport-McMoRan stock pulls back, even as profit and revenue topped forecasts
https://www.marketwatch.com/story/freeport-mcmoran-stock-pul…
Shares of Freeport-McMoRan Inc. pulled back 3.2% in premarket trading Thursday, after the gold and copper miner reported first-quarter profit and revenue that beat expectations, while trimming its outlook for quarterly copper sales.
Net income more than doubled to $1.53 billion, or $1.04 a share, from $718 million, or 48 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $1.07 beat the FactSet consensus of 94 cents.
Revenue grew 36.1% to $6.60 billion, above the FactSet consensus of $6.44 billion, as copper sales rose 24.1% to 1.02 billion recoverable pounds and as gold sales increased 58.5% to 409,000 recoverable ounces. Average realized price per pound of copper rose 18.2% to $4.66 and the realized price per ounce of gold increased 12.1% to $1,920.
The company cut its copper sales outlook for the second quarter to 1.040 billion pounds from 1.075 billion pounds, for the third quarter to 1.095 billion pounds from 1.125 billion pounds and for the fourth quarter to 1.095 billion pounds from 1.130 billion pounds...
Freeport-McMoRan And Copper May Go Down Together
https://seekingalpha.com/article/4521007-freeport-mcmoran-co…
https://seekingalpha.com/article/4521007-freeport-mcmoran-co…
Freeport-McMoran
Freeport-McMoran: Aktie legt nach Zahlen kräftig zuhttps://www.finanznachrichten.de/nachrichten-2022-10/5739434…
11.1.
Copper Tops $9,000 as China Reopening Boosts Outlook for Demand
https://finance.yahoo.com/news/copper-tops-9-000-china-09591…
...
The gain is tracking a broader rise in industrial metals, with aluminum, zinc and iron ore all enjoying bright starts to the year. Investors are betting that a slew of property-sector stimulus measures in China will boost the demand outlook.
“You’ve got more of these commodity trade advisor and discretionary fund bids on copper,” said Alastair Munro, an analyst at Marex. “There has been Chinese buying onshore.”
...
The metals rally comes at a time when stockpiles held by exchanges remain low after a year when production was hit by energy shortages in Europe and China. While that was overshadowed by the dire economic backdrop last year, a revival in demand could substantially tighten the market.
It’s a prospect being flagged by Jeremy Weir, chief executive officer of trading house Trafigura Group, who said metals markets have never been tighter. His voice adds to a chorus of mining executives warning that far greater investment in new mines is needed to meet the demands of the energy transition, which is highly copper-intensive.
...
Copper Tops $9,000 as China Reopening Boosts Outlook for Demand
https://finance.yahoo.com/news/copper-tops-9-000-china-09591…
...
The gain is tracking a broader rise in industrial metals, with aluminum, zinc and iron ore all enjoying bright starts to the year. Investors are betting that a slew of property-sector stimulus measures in China will boost the demand outlook.
“You’ve got more of these commodity trade advisor and discretionary fund bids on copper,” said Alastair Munro, an analyst at Marex. “There has been Chinese buying onshore.”
...
The metals rally comes at a time when stockpiles held by exchanges remain low after a year when production was hit by energy shortages in Europe and China. While that was overshadowed by the dire economic backdrop last year, a revival in demand could substantially tighten the market.
It’s a prospect being flagged by Jeremy Weir, chief executive officer of trading house Trafigura Group, who said metals markets have never been tighter. His voice adds to a chorus of mining executives warning that far greater investment in new mines is needed to meet the demands of the energy transition, which is highly copper-intensive.
...
Freeport-McMoRan
Chinas Grenzöffnung sorgt für explosive Rohstoffpreisehttps://www.finanznachrichten.de/nachrichten-2023-01/5804381…
Habe mir mal ein paar shares ins Depot gelegt und gleich im Plus.
Rechne mit steigenden CU-Preisen am Markt in den nächsten Jahren.
Rechne mit steigenden CU-Preisen am Markt in den nächsten Jahren.
Use any earnings weakness to buy Freeport-McMoRan: Spear Invest founder
https://www.bnnbloomberg.ca/video/use-any-earnings-weakness-…
https://www.bnnbloomberg.ca/video/use-any-earnings-weakness-…
Ich habe mal die Freeport für 5 USD gekauft und ungefähr auf diesem Level hier verkauft. Wieso sollte man eine zyklische Aktie kaufen die sich bereits vervielfacht hat? Zykliker muss man dann kaufen wenn sie niedrig sind und die Aussichten nicht sehr toll erscheinen. Das ist jetzt nicht der Fall.
PAPIERAUSGABEZEITUNG VON HEUTE Freeport Indonesia setzt beim Gresik Smelter-Projekt stark auf Elektrofahrzeuge Arbeiter gehen am 13. Januar 2023 auf der Baustelle der Schmelzanlage von PT Freeport Indonesia in Gresik, Ost-Java, an einer Stahlkonstruktion vorbei. (JP/M. Taufiqurrahman) Teile diesen Artikel WhatsApp Facebook Twitter Linkedin Nachrichtenschalter (The Jakarta Post) PRÄMIE Jakarta ● Mo, 16. Januar 2023 Das Gold- und Kupferbergbauunternehmen PT Freeport Indonesia (PTFI) geht davon aus, dass sein 3-Milliarden-US-Dollar-Kupferhüttenprojekt in Gresik, Ost-Java, Anfang nächsten Jahres in Betrieb gehen könnte, genau dann, wenn die Nachfrage nach Kupfer für die Produktion von Elektrofahrzeugen (EV) voraussichtlich anziehen wird . Nach vollständiger Inbetriebnahme könnte die neue Schmelzanlage von PTFI in Gresik jährlich 1,7 Millionen Tonnen Kupferkonzentrat zu 550.000 Tonnen Kupferkathoden verarbeiten, die unter anderem zu elektrischen Leitungen, Rohren und Autobatterien weiterverarbeitet werden können. Das Bauprojekt für die neue Schmelzanlage ist nun zu 51,7 Prozent abgeschlossen und soll Ende 2024 die kommerzielle Tätigkeit aufnehmen. Bisher hat PTFI 1,63 Milliarden US-Dollar für das Projekt ausgegeben.
This article was published in thejakartapost.com with the title "Freeport Indonesia setzt beim Gresik Smelter-Projekt stark auf Elektrofahrzeuge".
Download The Jakarta Post app for easier and faster news access:
This article was published in thejakartapost.com with the title "Freeport Indonesia setzt beim Gresik Smelter-Projekt stark auf Elektrofahrzeuge".
Download The Jakarta Post app for easier and faster news access:
Guten Tag
Die Aktie hat ein Signal geliefert, welches mich bewogen hat eine Analyse zu machen.
Weitere Analysen von mir gibt es hier
Thread: Charts 2023 by Chartier
Die Aktie hat ein Signal geliefert, welches mich bewogen hat eine Analyse zu machen.
Weitere Analysen von mir gibt es hier
Thread: Charts 2023 by Chartier
Freeport-McMoran Aktie.....WKN: 896476 .....ISIN: US35671D8570
Freeport McMoRan: Exportgenehmigung in Indonesien lässt auf sich warten
Die Freeport McMoRan (WKN: 896476, ISIN: US35671D8570)-Tochter PT Freeport Indonesia berichtete über eine ausstehende Exportlizenz in Indonesien. Die bisherige Exportgenehmigung war am 10. Juni ausgelaufen, die erwartete Verlängerung steht aus. Bleibt es dabei, sind Überkapazitäten in den Lageranlagen des Unternehmens in der östlichen Region Papua absehbar.
https://www.miningscout.de/blog/2023/07/07/die-rohstoffwoche…
Sprecherin Katri Krisnati müssten die operativen Tätigkeiten bei einer andauernden Verzögerung eingestellt werden. Freeport Indonesia hatte im Jahr 2022 3 Millionen Tonnen Kupferkonzentrat produziert.
Die indonesische Regierung hatte im Juni den Export von Rohmineralien verboten und verspricht sich davon einen Schub für die metallverarbeitende Industrie im Land. Freeport war jedoch eine Exportgenehmigung bis Mitte 2024 in Aussicht gestellt worden.
Gruss RS
Freeport McMoRan: Exportgenehmigung in Indonesien lässt auf sich warten
Die Freeport McMoRan (WKN: 896476, ISIN: US35671D8570)-Tochter PT Freeport Indonesia berichtete über eine ausstehende Exportlizenz in Indonesien. Die bisherige Exportgenehmigung war am 10. Juni ausgelaufen, die erwartete Verlängerung steht aus. Bleibt es dabei, sind Überkapazitäten in den Lageranlagen des Unternehmens in der östlichen Region Papua absehbar.
https://www.miningscout.de/blog/2023/07/07/die-rohstoffwoche…
Sprecherin Katri Krisnati müssten die operativen Tätigkeiten bei einer andauernden Verzögerung eingestellt werden. Freeport Indonesia hatte im Jahr 2022 3 Millionen Tonnen Kupferkonzentrat produziert.
Die indonesische Regierung hatte im Juni den Export von Rohmineralien verboten und verspricht sich davon einen Schub für die metallverarbeitende Industrie im Land. Freeport war jedoch eine Exportgenehmigung bis Mitte 2024 in Aussicht gestellt worden.
Gruss RS
Mit Ihrer selbstgebastelten CHARTANALYSE werden Sie wohl daneben liegen!
Freeport,Southern C. und Teck Res. sind die Kupferplayer die anhaltend gute Gewinne machen und eine enorme
Entwicklung haben werden.Habe in den letzten Wochen hier und in einem Kupfer ETF verstärkt investiert.
Zur Stärkung meiner Meinung werde ich gleichmal ein Interview von Bloomberg mit Robert Friedland(kennen Sie den??)
einstellen und Glückauf allen Kupferinvestierten!
BF
Freeport,Southern C. und Teck Res. sind die Kupferplayer die anhaltend gute Gewinne machen und eine enorme
Entwicklung haben werden.Habe in den letzten Wochen hier und in einem Kupfer ETF verstärkt investiert.
Zur Stärkung meiner Meinung werde ich gleichmal ein Interview von Bloomberg mit Robert Friedland(kennen Sie den??)
einstellen und Glückauf allen Kupferinvestierten!
BF
Antwort auf Beitrag Nr.: 74.206.098 von Bergfreund am 25.07.23 20:39:54Robert Friedland: Kupfer kann um das Zehnfache steigen
Dekarbonisierung, Remilitarisierung, Ressourcennationalismus: Das sind nur drei Gründe, die Ivanhoe-Legende Robert Friedland für steigende Kupferpreise vorbringt. Er attestiert „Panik“ in den USA und Europa und sieht den Markt auf ein „Zugunglück“ zusteuern, das zu einer Verzehnfachung des Kupferpreises führen könne.
VOM 29. JUNI 20235 MIN
Robert Friedland: Kupfer kann um das Zehnfache steigen
bigstockphoto
Robert Friedland ist in der Bergbaubranche nicht irgendwer. Der Gründer und geschäftsführende Co-Vorsitzende von Ivanhoe Mines wird mit kanadischem Nickel, riesigen Kupferfunden in der Mongolei und im Kongo und weiteren Erfolgsgeschichten in Verbindung gebracht. Nun äußerte sich der milliardenschwere Investor zum Kupfermarkt – und warnte in eindringlichen Worten vor einem beispiellosen Engpass.
Die Nachfrage nach Kupfer – hier erzählt Friedland nichts Neues – wird durch den Bedarf an neuen Energiequellen und deren Transport weltweit erheblich steigen. Das Angebot, so analysiert Friedland, werde jedoch mit der steigenden Nachfrage nicht mithalten können.
Dafür führt er einige Gründe an. So seien neue Lagerstätten immer schwieriger zu finden und in der Produktion immer teurer. Die Finanzierung sei knapp, in der Gesellschaft sei die Rolle des Bergbaus bei der angestrebten Dekarbonisierung noch nicht verstanden worden.
"Wir steuern auf ein Zugunglück zu"
Gegenüber der Nachrichtenagentur Bloomberg sagte Friedland kürzlich, in dieser Hinsicht steuere der Markt auf ein "Zugunglück" zu. "Ich befürchte, dass Kupfer um das Zehnfache steigen kann, wenn es schließlich hart auf hart kommt." Würde diese Prognose heute Realität, müsste der Kupferpreis auf 84.000 USD pro Tonne steigen. Aktuell werden 8.400 USD pro Tonne gezahlt.
Dass der Kupferpreis sich in den vergangenen zwölf Monaten eher schwach entwickelt hat, lässt Friedland nicht von seiner Prognose abrücken. Langfristig stützten neben der Dekarbonisierung auch die anhaltende chinesische Nachfrage, der Aufstieg Indiens und die Remilitarisierung vieler Länder infolge des Ukrainekriegs die Nachfrage nach Kupfer.
Gleichzeitig ist das Angebot in seinem Potenzial begrenzt. So befindet sich die Produktion beim weltweit größten Produzenten Chile in einer Plateauphase, da sich die Erzqualität verschlechtert. Generell leidet das Angebot unter der abnehmenden Qualität und/oder größeren technischen Herausforderungen bei neu entdeckten Lagerstätten, einem zunehmenden Ressourcennationalismus etwa in Südamerika und Indonesien und teils drastisch verschärften Umwelt- und Sozialstandards.
Laut Friedland haben Investoren die Bedeutung der weltweiten Notwendigkeit von Kupfer im Zusammenhang mit erneuerbaren Energiequellen noch nicht verstanden. So träfen derzeit zwei Phänomene zusammen: Zum einen sehr niedrige physische Kupferbestände in den Lagern, zum anderen historisch niedrige Bewertungen von Bergbauunternehmen.
Akquisitionen erhöhen das Angebot nicht
Bei den jüngsten M&A Aktivitäten wurden hohe Prämien gezahlt. Diese interpretiert Friedland dahingehend, dass die Branche durchaus verstehe, in welche Richtung sich der Kupfermarkt entwickle. Das Dilemma: Die Übernahmen änderten nichts am Angebot.
Tatsächlich weisen Analysten immer wieder darauf hin, dass nur wenig in ganz neue Projekte oder den Ausbau bestehender Minen investiert wird und viele Unternehmen stattdessen laufende Projekte zukaufen.
Der Ivanhoe-Chef verweist auf Molybdän als Beispiel für die Auswirkungen einer akuten Knappheit. So habe sich der Spotpreis von Molybdän von August bis Februar verdoppelt. Ursächlich seien Lieferunterbrechungen und eine steigende Nachfrage aus dem Energie- und Militärbereich.
"Wenn Metalle benötigt werden, spielen die Preise verrückt und niemand ist bereit, sie zu verkaufen", so Friedmann. Nun gerate der Markt in eine solche Situation. In Europa und den USA frage sich die Politik "in Panik", woher die dringend benötigten Rohstoffe kommen sollten. Deshalb werde der Markt eine große Volatilität sowie grundlegende Veränderungen bei der Organisation der Lieferkette erleben.
Friedland gilt seit langem als Verfechter von Kupfer und fällt immer wieder mit Prognosen auf, die durchaus vom Konsens unter Analysten abweichen. Der Bergbauexperte hatte zuletzt unter anderem gefordert, die USA müssten Kupfer als kritisches Mineral einstufen.
EuropaUSAKupfer
Aktuell & Exklusiv
Jetzt unseren kostenlosen Miningscout Newsletter abonnieren und von unseren exklusiven Angeboten profitieren.
Dekarbonisierung, Remilitarisierung, Ressourcennationalismus: Das sind nur drei Gründe, die Ivanhoe-Legende Robert Friedland für steigende Kupferpreise vorbringt. Er attestiert „Panik“ in den USA und Europa und sieht den Markt auf ein „Zugunglück“ zusteuern, das zu einer Verzehnfachung des Kupferpreises führen könne.
VOM 29. JUNI 20235 MIN
Robert Friedland: Kupfer kann um das Zehnfache steigen
bigstockphoto
Robert Friedland ist in der Bergbaubranche nicht irgendwer. Der Gründer und geschäftsführende Co-Vorsitzende von Ivanhoe Mines wird mit kanadischem Nickel, riesigen Kupferfunden in der Mongolei und im Kongo und weiteren Erfolgsgeschichten in Verbindung gebracht. Nun äußerte sich der milliardenschwere Investor zum Kupfermarkt – und warnte in eindringlichen Worten vor einem beispiellosen Engpass.
Die Nachfrage nach Kupfer – hier erzählt Friedland nichts Neues – wird durch den Bedarf an neuen Energiequellen und deren Transport weltweit erheblich steigen. Das Angebot, so analysiert Friedland, werde jedoch mit der steigenden Nachfrage nicht mithalten können.
Dafür führt er einige Gründe an. So seien neue Lagerstätten immer schwieriger zu finden und in der Produktion immer teurer. Die Finanzierung sei knapp, in der Gesellschaft sei die Rolle des Bergbaus bei der angestrebten Dekarbonisierung noch nicht verstanden worden.
"Wir steuern auf ein Zugunglück zu"
Gegenüber der Nachrichtenagentur Bloomberg sagte Friedland kürzlich, in dieser Hinsicht steuere der Markt auf ein "Zugunglück" zu. "Ich befürchte, dass Kupfer um das Zehnfache steigen kann, wenn es schließlich hart auf hart kommt." Würde diese Prognose heute Realität, müsste der Kupferpreis auf 84.000 USD pro Tonne steigen. Aktuell werden 8.400 USD pro Tonne gezahlt.
Dass der Kupferpreis sich in den vergangenen zwölf Monaten eher schwach entwickelt hat, lässt Friedland nicht von seiner Prognose abrücken. Langfristig stützten neben der Dekarbonisierung auch die anhaltende chinesische Nachfrage, der Aufstieg Indiens und die Remilitarisierung vieler Länder infolge des Ukrainekriegs die Nachfrage nach Kupfer.
Gleichzeitig ist das Angebot in seinem Potenzial begrenzt. So befindet sich die Produktion beim weltweit größten Produzenten Chile in einer Plateauphase, da sich die Erzqualität verschlechtert. Generell leidet das Angebot unter der abnehmenden Qualität und/oder größeren technischen Herausforderungen bei neu entdeckten Lagerstätten, einem zunehmenden Ressourcennationalismus etwa in Südamerika und Indonesien und teils drastisch verschärften Umwelt- und Sozialstandards.
Laut Friedland haben Investoren die Bedeutung der weltweiten Notwendigkeit von Kupfer im Zusammenhang mit erneuerbaren Energiequellen noch nicht verstanden. So träfen derzeit zwei Phänomene zusammen: Zum einen sehr niedrige physische Kupferbestände in den Lagern, zum anderen historisch niedrige Bewertungen von Bergbauunternehmen.
Akquisitionen erhöhen das Angebot nicht
Bei den jüngsten M&A Aktivitäten wurden hohe Prämien gezahlt. Diese interpretiert Friedland dahingehend, dass die Branche durchaus verstehe, in welche Richtung sich der Kupfermarkt entwickle. Das Dilemma: Die Übernahmen änderten nichts am Angebot.
Tatsächlich weisen Analysten immer wieder darauf hin, dass nur wenig in ganz neue Projekte oder den Ausbau bestehender Minen investiert wird und viele Unternehmen stattdessen laufende Projekte zukaufen.
Der Ivanhoe-Chef verweist auf Molybdän als Beispiel für die Auswirkungen einer akuten Knappheit. So habe sich der Spotpreis von Molybdän von August bis Februar verdoppelt. Ursächlich seien Lieferunterbrechungen und eine steigende Nachfrage aus dem Energie- und Militärbereich.
"Wenn Metalle benötigt werden, spielen die Preise verrückt und niemand ist bereit, sie zu verkaufen", so Friedmann. Nun gerate der Markt in eine solche Situation. In Europa und den USA frage sich die Politik "in Panik", woher die dringend benötigten Rohstoffe kommen sollten. Deshalb werde der Markt eine große Volatilität sowie grundlegende Veränderungen bei der Organisation der Lieferkette erleben.
Friedland gilt seit langem als Verfechter von Kupfer und fällt immer wieder mit Prognosen auf, die durchaus vom Konsens unter Analysten abweichen. Der Bergbauexperte hatte zuletzt unter anderem gefordert, die USA müssten Kupfer als kritisches Mineral einstufen.
EuropaUSAKupfer
Aktuell & Exklusiv
Jetzt unseren kostenlosen Miningscout Newsletter abonnieren und von unseren exklusiven Angeboten profitieren.
Antwort auf Beitrag Nr.: 74.206.113 von Bergfreund am 25.07.23 20:41:52Aus Miningscout vom 29.6.2023!
Bekloppte Amis
Warum prügeln denn die gestörten Amis ihre wenigen Rohstoffaktien, die sie in Zukunft noch dringend benötigen werden, ständig auf das Übelste in den Keller? Man mag manchmal nicht mehr hinsehen, sei es Albemarle, Freeport McMoran und andere. Nicht nachvollziehbar das ganze............
Antwort auf Beitrag Nr.: 74.777.597 von australienfan am 09.11.23 20:57:34Hallo australienfan
Diese Gedanken mache ich mir auch
Die Entwicklung der von dir genannten Unternehmen ist für mich ebenfalls nicht nachvollziehbar
Diese Gedanken mache ich mir auch
Die Entwicklung der von dir genannten Unternehmen ist für mich ebenfalls nicht nachvollziehbar
Ich habe über meinen Broker bezüglich Freeport Post bekommen mit einem Übernahme- Abfindungsangebot.
Ich scheine diesbezüglich etwas verpasst zu haben. Kann mir jemand auf die Sprünge helfen.
Ich scheine diesbezüglich etwas verpasst zu haben. Kann mir jemand auf die Sprünge helfen.
Ja, ich auch; würde mich auch interessieren, ob ich jetzt etwas unternehmen muss; die Infos hierüber sind unverständlich
Vielleicht wollt ihr das einfach mal teilen, was ihr bekommen habt
Freeport-McMoRan
. . 43,59 EUR - +2,77 %+1,18 EUR .. stetiger Kursanstieg - .
# der Umsatz dieser Aktie ist erstaunlich :
Freeport-McMoRan - Rohstoffe - 47,02USD +1,14 USD +2,48 % - 29.03.24 NYS 378.861.075USD
Der Aktionär : Kupfer meldet sich zurück: Nach der Ankündigung Chinas, überschüssige Kapazitäten vom Markt zu nehmen, springt das rote Metall an. Kupfer rutscht in ein Defizit.
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