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[dosto]

10 October 2008
Iron ore firms hit hard in dark trading day
West Australian iron ore companies suffered some of the biggest falls on the Australian Securities Exchange today after
Mount Gibson Iron admitted some of its customers had asked for its Mid West iron ore shipments to be delayed because of slowing demand yesterday.

The news from Australia’s fifth-biggest iron ore producer has been interpreted by jittery share market investors as further signs of an economic slowdown in China and a sharp decline in demand for raw materials.

That was reflected in the closing price of Mt Gibson, which fell 18.86 per cent, or 16.5 cents to 71 cents, while shares in Fortescue Metals Group closed at a low of $2.68, falling 62 cents from yesterday’s close.

Also lower was Northern Iron, down 10¢ or 38.89 per cent to $1.10, Gindalbie Metals, down 13 cents or 28.57 per cent to 32.5 cents and Murchison Metals, down 18 cents or 20.4 per cent to 70 cents.

But it wasn’t only iron stocks that were lower, with nickel company Western Areas down 84¢ or 18.22 per cent to $3.77, along with Albidon, down 14 cents or 20 per cent to 56¢ and Mirabela Nickel, down 46¢ or 19.74 per cent to $1.87.

Windimurra Vanadium was down 26.5 cents or 30.99 per cent to 59 cents, gold firm Resolute Mining was down 30.5 cents or 29.19 per cent to 74 cents and copper firm Equinox Minerals was down 41 cents or 16.8 per cent to $2.03.

But while uranium company Paladin Energy was down 47¢ or 18.65 per cent to $2.05 and associated firm Deep Yellow was down 3.5¢ or 23.3 per cent to 11.5 cents, fellow WA uranium company Summit Resources was up 13.5¢ or 8.65 per cent to $1.69.

Waste disposal firm Tox Free Solutions was also up 10 cents or 6.25 per cent to $1.70. – The West Australian

[dosto]

17 October 2008
Spot iron ore prices lower than benchmark for first time in 7 years
It is reported that spot iron ore price headed sharply lower recently after more steel mills join the production cut in the face of worldwide economic recession. Indian ore fine grading 63.5% falls below USD 85 per tonne in mid October off nearly 60% from the peak in this Mar. It's the first time in seven years that spot ore price plunges lower than contract ore price of USD 89 per tonne.

[dosto]

16 October 2008
Corus and Vale sign 5-year iron ore supply contract
With falling commodity prices as recession looms, Brazilian miner Vale has secured a long-term customer in Tata Steel Group's UK subsidiary, Corus Group.The deal also helps Corus tie-up long-term raw material supplies through the 5-year iron ore supply contract that would commence in 2009.

[dosto]

16 October 2008
ArcelorMittal Galati to reduce output by 50% on lower orders
ArcelorMittal Galati has announced that it would reduce production of finished products by 50% due to lower orders.

ArcelorMittal Galati officials said that "As a result of the international financial crisis, we are witnessing a drop in demand for steel products and this directly affects the operational and financial performances of all steelmakers."

As measures to fight the global financial crisis, ArcelorMittal Galati plans to suspend deals to most subcontractors, relocate its operations or even lay off hundreds of employees. – Steel Guru

[dosto]

17 October 2008
ArcelorMittal cuts European steel output 15 pct
ArcelorMittal SA, the world's largest steelmaker, said Friday it is temporarily cutting European steel output by 15 percent because of lower demand and uncertainty surrounding the fallout from the financial turmoil.

[dosto]

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16 October 2008
LME STEEL-Prices plunge to contract-lows on weak demand
Steel prices on the London Metal Exchange (LME) tumbled to contract-lows this week on weakening demand as global steelmakers start to cutback production.

A deepening financial crisis, tightening the credit conditions and escalating worries of a global recession has began to weigh on the $800 billion steel industry, which looked rather immune to the market woes in the first half of the year.

The Mediterranean three-month steel contract fell to $310 per tonne on Thursday, its lowest since the launch and compared to around $400 per tonne last week. The Far East contract was at $300 per tonne.

In the physical market, prices have also dropped sharply. Traders quoted around $450 per tonne for Black Sea free-on-board (FOB) material compared to above $600 per tonne by mid-September.

"There is no demand," an Istanbul-based trader told Reuters.

"It has been very very quiet in the market recently. We receive few orders at small tonnages. Apart from that, everyone is waiting," she said.

A coordinated rate cut move by central banks across the globe last week and bailout efforts by European governments were not enough to calm the financial storm in the markets.

Industrial metals were hammered on Thursday, with copper bringing its losses to almost 50 percent since early July, while oil has lost nearly a third of its value in three weeks.

Steel is sold-off in this environment, traders said.

"There is no confidence," a British-based trader said.

"There is not much buying and until we start to see things resolving in the financial markets, it is going to be very quiet."

FURTHER DOWNSIDE

Billet prices on the physical market and on the LME have rallied to above $1,200 per tonne in late June, as booming infrastructure spending, particularly in the Middle East, buoyed prices.

But in the past month, several steelmakers announced cutbacks. ArcelorMittal, the world's biggest, Corus, Russian Severstal and several Chinese steelmakers announced planned cutbacks or adjustments to the weaker demand situation.

"Given billet steel's performance is broadly tied to the performance of the construction and auto sectors, which have been severely impacted by the ongoing credit crisis, the demand-side prospects in the near term at least appear very poor," analysts at Barclays Capital said in a research.

In addition, the erosion of energy demand, leading to lower oil, natural and coal prices have also lifted the supply side constraints from steelmakers, which were forced to raise prices due to sky-high cost of raw materials.

"Given that demand conditions are deteriorating so fast and that we are yet to ascertain the bottom of the cycle, further downside to prices cannot be ruled out," Barclays said. – FXstreet.com

[Boersenkrieger]

aha.... eisenerz am abschmelzen. die minen meist schon unter cash bewertet. von daher kann man in dieser stimmung schon wieder aufstocken.
ich glaub wenn die finanzkrise nach dem großen treffen im november gelöst ist geht´s wieder ein wenig nach oben

[Neono]

October 19, 2008
Vale board approves of USD 14.2 Billion 2009 spending plan
SG

Cia Vale do Rio Doce plans to spend USD 14.2 billion in 2009 to expand mining operations worldwide even as it expects the global economy to slow in the coming quarters.

The 2009 plan, which includes investments in South America, Asia, Africa and the Middle East, is part of a larger effort to increase iron ore output 69% to 500 million tonnes per year by 2015. Vale also plans to expand nickel, coal, copper and alumina operations.

Vale said that "The financial shock and the ensuing credit supply slowdown imposes an additional and important restriction to growing the supply of minerals and metals, favoring large scale, low cost producers such as Vale. The rapid increase of the consumption of minerals and metals are an integral part of the long term economic development.''


Was weiss Vale, was dosto nicht weiss?

Neono

[Neono]

Goldman senkt Prognosen für Kohle und Eisenerz

Analysten von Goldman Sachs JBWere Pty haben ihre Preisprognosen für
Eisenerz und Kohle gesenkt, um auf die “Verschlechterung” des Ausblicks
für die Weltwirtschaft und auf die daraus resultierende Nachfragedelle
bei Rohstoffen zu reagieren. Im neuen Vertragsjahr, das am 1. April 2009
beginnen wird, rechnen die Analysten mit einem gleich bleibenden
Eisenerzpreis von 144,66 cents pro Tonne, am 17. September wurde
noch ein Anstieg der Preise um 18 Prozent erwartet. Die Preise für
Kokskohle und thermische Kohle würden in 2009 ebenfalls auf dem
diesjährigen Niveau bleiben, zuvor waren Anstiege um 10 beziehungsweise
20 Prozent erwartet worden.

Quelle: aktueller Rohstoffreport


Was weiss dosto, was Goldman Sachs nicht weiss?

Neono

[bonDiacomova]

Antwort auf Beitrag Nr.: 35.619.359 von Neono am 19.10.08 10:15:50

Was weiss Vale, was dosto nicht weiss?

vale

Vale is still confident of
the longterm fundamentals of the minerals and metals markets.

vale : emerging economies are expected to
provide a source of resilience,
benefiting from strong productivity growth and improved economic policy frameworks.

vale INVESTIMENT BUDGET 2009
Ferrous minerals 4,179 - US$ million



quelle : http://www.vale.com/vale_us/media/1016capexi.pdf

[Neono]

Japan-led group to invest 300 billion yen in Brazil miner
The Yomiuri Shimbun

A consortium of five Japanese steelmakers and a trading firm is to invest more than 300 billion yen into a Brazilian iron ore mining firm to secure supplies of iron ore, trading house Itochu Corp. announced Friday.

The consortium consists of Nippon Steel Corp., JFE Steel Corp., Sumitomo Metal Industries Ltd., Kobe Steel Ltd., Nisshin Steel Co. and Itochu. South Korea's leading steelmaker Posco also will join in the capital investment. The parties will formally sign the agreement soon.

The companies together will take a stake of about 40 percent in Namisa, a subsidiary of Brazilian steelmaker Companhia Siderurgica Nacional (CSN). CSN will continue to hold the other 60 percent stake.

Itochu will shoulder about 40 percent of the consortium's 312 billion yen investment. Nippon Steel, JFE Steel and Posco will bear 16.2 percent each. Sumitomo Metal Industries and Kobe Steel are to shoulder 6.57 percent and 3.08 percent, respectively, while Nisshin Steel is to bear 1.75 percent.

In return, the consortium will gain the right to exploit Namisa's iron ore mines in southeastern Brazil and the right to use railways to transport iron ore from the mines to ports.

Iron ore is the raw material of steel.

The consortium is to start obtaining iron ore from the mines in 2009. From 2013, after the expansion of the mines' facilities, it is to annually receive up to 13.7 million tons of ore from the mines that are expected to produce about 38 million tons a year.

Japan is dependent on foreign iron ore, importing about 130 million tons a year. About 60 percent of the imports are from Australia, and 20 percent from Brazil.

International resource giants, such as BHP Billiton and Rio Tinto, account for a large share of iron ore production. Suppliers have been bullish at price negotiations lately amid sharply rising iron ore demand worldwide, particularly from China.

This fiscal year, Japanese steelmakers have had to accept an 100 percent increase in purchase prices from a year earlier, raising the cost of steel and iron products while squeezing profits of auto and electronics companies, leading to price hikes in general.

Iron ore prices are expected to remain high for some time, so steelmakers are trying to increase the amount of the raw material they secure directly, bypassing resource giants. By co-owning iron ore mines, Asian companies are trying to secure stable supplies of iron ore and remain economically competitive.
(Oct. 18, 2008)


Was wissen die Japaner und Koreaner, was dosto nicht weiss?

Neono

[Boersenkrieger]

ich sehe das ganze als knick in der optik, mehr nicht.
da der markt clever war hat er die minen vorher runtergeputzt und auf jahrhundertchancen-niveau geballert.
ich bin dermassen gierig auf erzminen, ich kann mich kaum zügeln... muss bloss aufpassen dass ich mein date heute damit nicht zutexte sonst wird das nix

[dosto]

Iron ore prices are expected to remain high for some time, so steelmakers are trying to increase the amount of the raw material they secure directly, bypassing resource giants. By co-owning iron ore mines, Asian companies are trying to secure stable supplies of iron ore and remain economically competitive.


Dieser Satz ist ein Anhamg des Journalisten !!!!


wohlbemerkt, was weiß ein Journalist eigentlich über den Markt.
Es ist der typische NEONO

laß Journalisten schreiben.

Mich interessieren aber nur die Markt-Teilnehmer und ihre Äußerungen.

Scheiß, auf die Clique von Jounalisten,
die verdienen mit solchem BLA BLA BLA Zeilengeld.

Was sagt uns obiger Artikel:
Ein paar Steeler sichern sich Eisenerz, so wies aussieht ab 2009, also kein Explorern, kein Entwickeln,sondern her mit dem Material und zwar sofort.
Diese Steeler entlasten den Markt mehr oder weniger,
da die Mine ausgebaut wird.
Der schnelle Weg, der sich 2ßß9 und 2010 durchsetzen wird.
Neue große Entwicklungen reichen ab 2012 völlig aus.
Jetzt rollt das in den Markt, was vor 2 Jahren angeleiert wurde. Und es beginnt wohl auch eine Zeit der Kundenbindung
wieder.

Das ist der Thread, der diesen Weg verfolgt.
Und sonst gar nix.


Journalisten-Meinungen sowie die W.O. Hyper Meinungen,
sind für mich vor den Kuckuck gehustet.

Klarheit (nicht Wahrheit muß her)

[dosto]

Antwort auf Beitrag Nr.: 35.620.734 von Boersenkrieger am 19.10.08 12:59:25

yep, yep,

nur wenn du an deinen Einstand kommst, dann haben die anderen
bereits wieder Gewinn, und etliche werden diese Gewinne mitnehmen, und auf deine Post pfeiffen.
Selten befinden sich bei mir Aussitzer und wenn,
dann nicht von mir empfohlen.

Und Obsessionen- pfui Teufel-

[Neono]

Antwort auf Beitrag Nr.: 35.628.850 von dosto am 20.10.08 10:19:09

Du redest wie immer Blödsinn

Sinosteel kauft Midwest
China Metallurgical kauft das Cape Lambert Projekt
Tata beteiligt sich an New Millenium
Vale investiert 14 Milliarden in 2009
Rio Tinto geht jetzt auf Einkaufstour und kauft Projekte und Minen

dosto macht sich seine Welt, wie sie ihm gefällt. Was machen die Bonds der vom Downgrading bedrohten UBS?

Neono

[Neono]

Antwort auf Beitrag Nr.: 35.628.890 von Neono am 20.10.08 10:24:58

Und was weiss Goldmann Sachs, was dosto nicht weiss?

Warum steigen die Eisenerzimporte Chinas und fallen gleichzeitig die Lagerbestände?

China wächst immer noch über 9% und im nächsten voraussichtlich Jahr 8%. Die Asian Development Bank sieht in Indien ein Wachstum von 7% für 2009. Alle dümmer, als der grosse Maulheld (ich shorte die Aktie zu Tode ) dosto?

Neono

[dosto]

Japan is dependent on foreign iron ore, importing about 130 million tons a year. About 60 percent of the imports are from Australia, and 20 percent from Brazil.

The consortium is to start obtaining iron ore from the mines in 2009. From 2013, after the expansion of the mines' facilities, it is to annually receive up to 13.7 million tons of ore from the mines that are expected to produce about 38 million tons a year.

Was die Japaner oder Koreaner wissen ist nicht notwendig
sondern was sie tun.

Mit der obigen Tat sichern sich die Japaner 8 %
ihres Eisenerzes. Zum Schluß werden das ca. 25 %
ihres Eisenerz Bedarfes sein.

Dahin -wissen- wir wollen sie kommen.

[dosto]

Antwort auf Beitrag Nr.: 35.628.916 von Neono am 20.10.08 10:29:10

Immer raus mit deiner Wut.

Deine Latte der Sicherung von Eisenerz ist zu kurz.

Aber das sind dann wirkliche Projekte:

Von was redest du bei Cardero, von Vielleicht-Projekten.
Und wann werden die fällig nicht vor 2014
wenn überhaupt.

Jede Sicherung eines Projektes ist eine -Anti-Cardero-
Reaktion und sonst nix.

Also werd den Laden endlich los, damit es eine Ruhe gibt.

Bring uns endlich den Käufer dann kannst du die
Hoffnung fahren lassen.

Nur weil Eisenerz notwendig ist, muß Cardero noch lange nicht sein.

[dosto]

So das Thema ist nun erledigt,
das ist keine Auseinadersetzung Neono-Dosto,

das wird ein Eisenerzthread, bei dem sich
jeder Teilnehmer seine Gedanken machen kann.

Nicht vermundet und gehypt durch Neono,
und auch nicht lanziert von Dosto,
der eh nie Teilnehmer hypt,
man ist hip, das reicht.

[Neono]

Antwort auf Beitrag Nr.: 35.628.973 von dosto am 20.10.08 10:37:39

Cardero ist nicht Cuervo, gell. Nicht wieder verwechseln.

Gleiches gilt auch für New millenium, Cape Lambert und Midwest. Jedes grosse Projekt wurde übernommen, sobald klar war, dass das Erz zu verarbeiten ist. Und das wird bei Cardero nicht anders sein

Das sind Fakten:




Das ist dummes Gewäsch:

Dieses Projekt kann man getrost auf die Lange Bank schieben.
Es rechnet sich nicht nach dem jetzigen Stand der Dinge.

Soll ich dir jetzt eine Kostenrechnung aufmachen.

Das kostet 25.000 Dollar.

aus dem Thread: Cardero Resource - der Startschuss ist gefallen - auf zu neuen Höhen!
Autor (Datum des Eintrages): dosto (30.09.08 13:32:09)
Beitrag: 166.602 von 171.629 (ID:35346327)

Wie Midwest, New Millenium, Cape Lambert, Adriana, Consolidated Thompson und auch Baffinland, wird Cardero mindestens eine Beteiligung kriegen

Neono

[dosto]

dosto macht sich seine Welt, wie sie ihm gefällt.

zu allerletzt, zum subjektiven.

Das nimmt dir keiner ab, der mich kennt.
Vorsicht, man kann sich sehr schnell lächerlich machen.

[Neono]

Antwort auf Beitrag Nr.: 35.629.001 von dosto am 20.10.08 10:41:16

Ich werde mir das Recht gönnen, hier zu posten. So wie du andere Threads mit Deinem Gestammel zudröhnst und vollspamst.

Was weiss Goldman Sachs, die sagen, der Eisenerzpreis bleibt unverändert für 2009, was dosto nicht weiss?

Warum kaufen sich Stahlhersteller weltweit alles an Resources zusammen, was sie kriegen udn vor allem verarbeiten können?

Warum baut Vale seine Kapazitäten weiter aus und investiert allein 2009 14 Milliarden dollar?

Warum kündit Rio Tinto an, sich jetzt minen und andere Projekte in Südamerika zu kaufen?

Warum stockt die China Development Bank jetzt ihren anteil an Anglo American auf?

Und vor allem, warum sieht man solche Meldungen in diesem objektiven Thread nicht?

Neono

[dosto]

witzig,

Cardero kann überhaupt nix, außer ein bißchen Explorern.

Das obige Objekt ist doch gar nicht handfest.
So sieht es ein Team, das von Cardero bezahlt wird.

Kosten mit Pellet 4,3 Millarden.
Entwicklungszeit 3-4 Jahre, das rechne mal hoch mit
5 % Zinsen.

Insgesamt wird das dann ein 6 Milliarden-Projekt.
Na, Prost Mahlzeit.

Da gibts auf der Welt besseres.

Die Zeiten haben sich geändert, wir sind nicht mehr
im Jahr 2007 wo die Rohstoff-Angst grasierte.

Rohstoffpreise sehen heute wieder ganz anders aus.

Das gehypte URAN und das gehypte Moly, das dem Uran folgen wird. Ganz zu Schweigen von der Transparenz: Nickel-Kupfer-
ZinC- Blei.
Alle Notierungen abgestürzt.

Die Gedankenwelt ist heute eine Andere,
die nächsten 2 Jahre ist alles Anders und nicht die
Folge von 2007, wohl aber von 2008.

[Neono]

Antwort auf Beitrag Nr.: 35.629.078 von dosto am 20.10.08 10:52:21

Alle Notierungen sind weniger abgestürzt, als es die grossen Banken sind. Alle Notierungen sind abgestürzt, so wie die Weltmärkte abgestürzt sind. Selbst der Ölpreis hat sich halbiert. Du guckst leider nicht weiter, als bis zu Deinem grossen Zeh.

Beantworte meine Fragen bitte:, oder ist Dir das unangenehm?

Was weiss Goldman Sachs, die sagen, der Eisenerzpreis bleibt unverändert für 2009, was dosto nicht weiss?

Warum kaufen sich Stahlhersteller weltweit alles an Resources zusammen, was sie kriegen udn vor allem verarbeiten können?

Warum baut Vale seine Kapazitäten weiter aus und investiert allein 2009 14 Milliarden dollar?

Warum kündit Rio Tinto an, sich jetzt minen und andere Projekte in Südamerika zu kaufen?

Warum stockt die China Development Bank jetzt ihren anteil an Anglo American auf?

Und vor allem, warum sieht man solche Meldungen in diesem objektiven Thread nicht?

Neono

[Neono]

Antwort auf Beitrag Nr.: 35.629.078 von dosto am 20.10.08 10:52:21

Nur um dir Ahnungslosen mal aufzuzeigen, wie dumm Deine Argumentation ist:

Die Capex von New Millenium ist noch höher. Dazu die um rund 70% höheren Produktionskosten. Die Betriebskosten für die 700km längeren Transportwege in der Zukunft will ich dir erst gar nicht zumuten. Dazu der längere Seeweg vom hohen Norden Canadas nach Indien, als der von Peru nach China.

Sag mir doch mal, warum tata sich an diesem Projekt beteiligt hat, dass auch locker 4 Jahre braucht, bis es in Produktion gehen kann? Tata dumm - dosto schlau?

dosto, der das Projekt von Cardero mit dem von Cuervo verwechselt hat

Neono

[Neono]

Antwort auf Beitrag Nr.: 35.629.137 von Neono am 20.10.08 10:58:51

In einer Studie von 2007 hat das Fraunhofer Insitut errechnet, dass der Bedarf an Eisenerz für China, bis zum Jahr 2025 um 1250% steigt, wenn China im Schnitt nur 4% wächst. 4% ist als das worst case scenario für das chinesische Wachstum angenommen. In Zahlen heisst das, das der Eisenerzbedarf der Chinesen um rund 400mio Tonnen steigt. Das wären rund 800mio Tonnen Eisenerz, die China einführen muss im Jahr 2025.

Was weiss das dumme Fraunhofer Institut schon, was dosto nicht weiss?

Warum erwähnst du sowas, von einer unabhängigen Quelle publiziert, hier nicht?

Neono

[Neono]

Antwort auf Beitrag Nr.: 35.629.199 von Neono am 20.10.08 11:06:40

um 1250% steigt

um 125%!

Neono

[dosto]

Antwort auf Beitrag Nr.: 35.629.038 von Neono am 20.10.08 10:46:55

beantwortet sich von selbst:

Das kannst du meinen Lesern nicht antun:

1. Goldmann macht keine Erzpreise
2es wird nicht alles auf der Welt zusammengekauft sonddern gezielt, irgenwann hat man daan genug für die nächste Zeit.

3 logischerweise muß Vale investieren, die holen ne ganze raus.
Was würde passieren, wenn Vale nicht investieren würde?
Das ist überhaupt kein Thema. Vale muß investieren.

4. Ankündigungen müssen mit der Wirklichkeit nix zu tun haben.
Wir werden sehen was Rio tut, sie haben einen Haufen
Holz, von mir vor kurzer Zeit von oben gesehen in Pilbara

5. Sich bei Anglo American zu beteiligen, bedeutet für mich,
daß man bevorzugt in GROßE Namen einzusteigen,
was ich im übrigen für gut halte.
Lieber bei den Profis rein, als bei den Explorer-Firmen,
die von der Wirklichkeit eines Minen-Lebens, gestalten
und führens weit weg sind, es z. T gar nicht
drauf haben und mit feasible Projekten rumfummeln,
die eine Menge Differenz zur Wahrheit noch in sich haben.
Man muß diese Papiere nicht so nehmen wie sie sind.
Manchmal kommen dort MINUS 50 % raus

[dosto]

Alle Notierungen sind weniger abgestürzt, als es die grossen Banken sind.

yep,

und was willst du mir sagen.

Bereits vor 1 Jahr hab ich geschrieben.
Keine Expolrer-Firmen mehr, nix mit angehenden
Förderern. Raus aus dem Markt.

Kurz danach, man darf bei China-Werten ruhig die Gewinne
ziehen.

Danach Short-Aktionen mit Barbado-Eitzen.

Was sagt das.

Also wenn man denkt, Dosto sieht keine Markt,
wenigstens nicht nach oben.

Also wo ist dein Problem,

ich hab meinen Job gemacht.
Und den Leuten nix vorgemacht.

Zum Bankeneinstieg hab ich nicht geraten.
Ich habe einen Bestand an UBS-Bonds bekanntgegeben,
an den Kleinanleger irgendwie gar nicht rankommen.
Und das ist meine Privat-Sache, ich habe nicht
gesagt, Leute kauft das Zeug.

Natürlich, wenn man untersellt, daß meine Macht bereits
so weit ist, das das Geschriebene nun alle kaufen,
was ich poste, dann muß ich mir Gedanken machen.

Bisher war das bei mir so:
Ich stelle etwas vor und dann trample ich nicht jahrelang darauf rum, der geneigte Leser schaut ob das
überhaupt in sein Investment paßt.
Niemal wurde bei mir einer angepöbelt weil er eine Aktie nicht hat,
oder nicht kaufen will.
Das unterscheidet uns wohlwollend von euren Threads.

Hier ist keiner Unterwürfung, hier hat jeder seinen
Stil, oft nur nicht die Zeit Fakten zu sammeln.

Apropo Fakten:
Auch die werden von mir nicht zusammengestammelt,
auch das können die meisten schon lange die mich begleiten.
Es gibt dort wenig Unsicherheit, Technicker sind die meisten eh, viele besser als ich.
Ich bin für meine Nase berühmt ohne von hinten gesponsort zu werden, oder eine Info schneller zu bekommen
als andere. Mit solchen Firmen arbeite ich gar nicht zusammen.

[dosto]

So PREDIGT Rio Tinto

Author: Barry Sergeant
Posted: Wednesday , 15 Oct 2008

JOHANNESBURG -

In a statement accompanying the Rio Tinto third quarter 2008 operating review, CEO Tom Albanese has reassured investors by stating that the long term outlook for Rio Tinto remains positive "despite the upheavals in global markets. In the third quarter, our business continued to perform extremely well, breaking yet more production records in iron ore, bauxite, hard coking coal and US coal".

The CEO, who steers one of the world's three biggest mining companies, warned, however, in several respects over developments in China, the world's biggest consumer of raw materials: "In the near term, the Chinese economy is pausing for breath. China is not completely insulated from an OECD recession and we will see an impact on Chinese exports. However, the near term slowdown of growth is substantially due to tightening of monetary policy introduced by the Chinese government last year in order to tackle inflation"

Albanese said Rio Tinto expects that China's third quarter economic data will show "an exaggerated slowdown", reflecting the postponement of projects during the Olympics. Looking further out, said Albanese, Chinese GDP will remain largely driven by the domestic economy "and we expect industrialisation and urbanisation to continue apace with strengthening demand across a range of Rio Tinto products".

In a statement expanding on Albanese's observations, Rio Tinto said that there had been a deceleration in Chinese growth, which is expected to fall from nearly 12% in 2007 to less than 10% this year. The slowdown, Rio Tinto says, "is a product of tight credit policies in China that were introduced late last year to address inflationary concerns. These are only now being relaxed.

"We expect to see Chinese economic data in the third quarter of this year showing an exaggerated economic slowdown because of the 'Olympics effect', with the negative impact falling away in later months. Over time, as economy-wide inventories are dissipated, industrial production and commodity demand can be expected to accelerate. Nevertheless, it now seems clear that any bounce in net demand will be delayed until next year".

KEY ENERGY PRICES
USD/unit
From high*
From low*

Brent Crude, bbl
74.70
-50.1%
2.1%

NYMEX sweet, 12-m, bbl
83.15
-43.6%
4.7%

Natural Gas (US), mmbtu
6.73
-51.9%
3.4%

Heating Oil (US), gal.
2.28
-46.4%
4.3%

Coal (Appalachian), ton
87.88
-38.1%
57.5%

Uranium Oxide, lb
46
-51.6%
0.0%

PRECIOUS METALS
USD/oz



Gold
847.46
-17.9%
15.0%

Platinum
1004.75
-56.3%
8.2%

Palladium
201.00
-66.2%
8.8%

Silver
10.99
-48.5%
16.7%

BASE METALS
USD/t



Copper
5300
-40.7%
16.0%

Aluminium
2282
-32.5%
6.1%

Nickel
12800
-63.6%
16.4%

Zinc
1410
-56.0%
11.0%

Lead
1640
-57.8%
19.3%

Tin
14995
-41.2%
15.3%

* 12-month






Rio Tinto said that "the long-foreshadowed deceleration in economic activity has resulted in a marked reduction in Chinese commodity demand growth from the overheated levels we saw in 2007. But we should expect that investment, construction and therefore commodity demand in a fast growing developing economy like China's will have a cyclical pattern around a strong underlying trend.

"While apparent demand for steel making raw materials, copper and aluminium has slowed, lower prices mean that Chinese producers are facing margin pressure and should be expected to cut their production. For example, it is likely that the vast majority of Chinese aluminium producers are now making operating losses".

Rio Tinto said that its "cost competitive assets, resilient margins and strong customer base" would enable it to weather the current economic weakness. But given the backdrop of the current markets, Rio Tinto also said it was "taking the opportunity to review the near term spending timelines and project costs of its capital expenditure programme, while preserving the optionality of its high quality growth pipeline overall.

Over 2009, China's export sector is expected to come under increased pressure as OECD demand weakens in the wake of the Western credit crisis. However, says Rio Tinto, Chinese investment is expected to start gaining strength on the back of substantial domestic savings and a shift in government policy toward promoting growth objectives. "In this context", Rio Tinto added, "it is worth recalling that net trade contributes only about


PS. die obigen Energie-Preise
werden wohl auch auf den Nahen Osten zuschlagen,
auch dort wird sich der Cash Flow aus Öl + Gas
nicht mehr inflationär entwickeln.

Mal sehen wie sich das auf die pervers, dekadenten Objekte
dort auswirkt. Inzwischen ist das ja nicht mehr
nut Architekturwelt und kreativ, sondern Verschwendung, wahrscheinlich
Wahnsinn, und ziemlich gaga.

[dosto]

Das wurde ja auch nicht von mir reingestellt,
obwohl es einem Basher ins Korn läuft:
Warum? Ne belangslose Feststellung seitens eines Jounalisten,
der noch nen Analysten zu Wort kommen läßt.
Zuviel Subjektivität, wenig Fakts, das kann jeder,
der ein paar Jährchen dabei ist.

Genau so einen Schmarn brauchen wir nicht.
Das ist Junk-Food.

Brazilian analysts cut next year's iron ore price predictions impacting Vale
Predictions of a 20-30 percent increase in iron ore prices next year are being slashed amidst uncertainty over continuing demand levels by Chinese steel mills.

Author: Denise Luna
Posted: Friday , 10 Oct 2008

RIO DE JANEIRO (Reuters) -



Signs that China's economy will be further cooled by the financial crisis are prompting analysts to revise down their expectations for the iron ore price that major minor Vale (VALE5.SA) (RIO.N) could charge next year.

With the price of steel down about 20 percent in China and big steel makers agreeing to cut production by a similar amount -- perhaps until year-end -- Brazilian analysts are cutting predictions of a 20 to 30 percent rise in iron ore prices next year.

Vale, the world's second-biggest miner and the biggest iron-ore producer, may have to accept a price rise of only about 10 percent for next year, they said.

Vale has asked its Asian customers to pay about 12 to 13 percent more for iron ore under 2008 term contracts to bring their FOB prices in line with those paid by European steel mills.

"Our scenario indicates a high chance that it will get the rise this year," said JP Morgan analyst Rodolfo de Angele, adding that Vale would face more of a struggle to increase prices in 2009.

"If previously I said 10 percent with a risk of being too low, now there is no doubt," he said.

Robust demand for metals, especially from China, boosted Vale's net income 22 percent in the second quarter from a year earlier to a record $5 billion.

"We need to see figures from China after the (Olympic) Games before we can make a scenario," added De Angele, referring to the major infrastructure investments made by China for this year's Olympics.

Christiane Viana, of Agora brokerage in Rio de Janeiro, said she was revising down her prediction of an iron ore price rise of 30 percent next year, but saw demand remaining strong.

She said supply remained insufficient to meet demand and that it was unclear why the Chinese steel makers had cut production.

"We saw a fall in production but we need to see whether it was from the pressure to adjust prices from Vale or from weaker demand, or from after the Olympics," she said.

Chinese steel industry officials have threatened to stop using iron ore from the Brazilian miner if it insists on the mid-year price increase.

Banco Brascan analyst Rodrigo Ferraz agreed that it was too soon to judge the extent of a slowdown in China's demand for iron ore given uncertainty over how badly the economy would be affected by the global financial crisis.

"It's too turbulent to change our prediction now, which is for a 15 percent rise ... but when we do change, it will be down or stable, not a rise," he said. (Writing by Stuart Grudgings; editing by Jim Marshall)

© Thomson Reuters 2008.

[Neono]

Das dumme Fraunhofer Institut gegen den schlauen dosto:

http://www.isi.fraunhofer.de/pr/2007de/pri01/Endbericht_18Ja…

Neono

[Neono]

NMCD raises Iron Ore Prices by as much as 40% in India (Quelle Bloomberg Ticker)

Neono

[dosto]

20 October 2008
Australia's Atlas says China iron ore demand falling
Australia's newest iron ore producer has decided to sell its output on China's spot market after failing to tie up long-term contracts, the firm said on Monday, underlining a dramatic contraction in China's ore demand.

[Boersenkrieger]

Antwort auf Beitrag Nr.: 35.633.150 von dosto am 20.10.08 18:16:28

darf man nicht zu ernst nehmen.
war bei kobalt neulich auch so als der preis gefallen war. nach der verdopplung konnte man ganz andere artikel von chinesischen profis hören.
die minen haben es ja vorweggenommen. kein mensch braucht mehr eisenerz.
das ist auch gut so
in 3 monaten ist es dann nämlich nur wieder knapp und nicht ganz aus

[Boersenkrieger]

Antwort auf Beitrag Nr.: 35.633.150 von dosto am 20.10.08 18:16:28

Na ??? Wer ist das, böser dosto ???



Ja das ist Prinz Eisenherz mit dem Schwert aus Eisenerz

[dosto]

Antwort auf Beitrag Nr.: 35.634.697 von Boersenkrieger am 20.10.08 20:12:40

laß die billigen Phrasen hier,

hier verjehren wahrscheinlich wenig Kinder.

Jeder weiß, daß wir Eisenerz brauchen und immer
gebraucht haben.

Nur von Knappheit kann keine Rede sein.
Infolge der Geschichte konzentrierte sich das
einfach auf wenige Minen-Gesellschaften, die dieses Geschäft noch
betrieben. Inzwischen ist schon seit Jahren dagegengesteuert.
Auch China fördert nicht weniger, sondern mehr Eisenerz.

Längst gibt es auch haufenweise wieder billige Einstiegschancen,
in Pilbara, wo es genügend Infrastruktur gibt und
auch noch weiter ausgebaut wird zb:
FXR-IRM-RVR 27-6-4,5 Mill Market Cäp.
Kein direkter Hinweis, daß da irgendwas getan werden muß, (kaufen) sondern lediglich ne Feststellung.

Preise werden weltweit gemacht, haben was mit Infrastruktur
(ohne Energie geht nämlich gar nix) zu tun.
Es geht nicht darum, diese Aktie -Liebe ich-
es geht um wirtschaftliche Gedanken.


Und es geht niemals um Phrasen:

Wir brauchen keine Rohstoffe mehr,

das ist so flach, daß man es erst gar nicht kommentieren
braucht.
Wenn das eine Grundlage sein soll, dann steigt man
am besten voll in Klo-Schüsseln ein.
Also, raus hier mit den Primitiven, es geht um mehr.

Ein objektives, unvoreingenommes Auge ist allemal mehr
wert, als ein Fanatiker.

[Boersenkrieger]

Antwort auf Beitrag Nr.: 35.640.044 von dosto am 21.10.08 11:04:23

gutes posting, dosto.
mir war nur nicht klar wie du darüber denkst.
so stimmt es natürlich.
die preiserhöhungen dieses jahr mitten in der kreditkrise (gut, sie war noch nicht ganz ausgeartet) habe ich auch nicht ganz verstanden.
dass den chinesen sich von vale und rt nicht gerne auf der nase rumtanzen lassen ist klar. aber von daher sehe ich grad ganz gute chancen sich mit anderen einzulassen oder nach guten projekten ausschau zu halten. das kleingeld haben sie ja dazu locker.
das einzig störende finde ich dass china auch nicht wenig eisenerz hat und sich auch im recycling mehr und mehr bewegt... die alten kähne die billigst auseinander genommen werden z.b.
ich versuch halt hier und da mein glück... lieber in dieser als in der hurraphase. z.b. flog von aurox ne delegation zum chinesischen küntigen kunden (ab 2010 lieferung geplant) zwecks etwaigem JV. Aurox kriegt die kohle von den banken mit sicherheit nicht zusammen in dieser phase. aber wenn die chinesen verhandeln und deren ceo fleißig aurox-aktien kauft dann denk ich mal, es könnte bei der bewertung marktkap = cash mal ein boden gefunden worden sein.
deine genannten Fox und Co schaue ich mir auch mal an.
vielleicht ist ja tatsächlich wieder einkaufszeit.... zumindest fühle ich bodennähe hier und da.

ich bin mir nur nicht ganz sicher bzgl. anderer gefahren die da lauern könnten... die Caymans und phantomaktien. aber vielleicht hab ich zuletzt auch zu viele horrorfilme gesehen

[dosto]

US ferrous scrap market moribund; mills flush with inventory

New York (Platts)--22Oct2008
US demand for ferrous scrap is near nil as steel mills work off inventory
in the face of falling scrap prices and continued soft demand for finished
steel.

One Midwest mill buyer said the market had stagnated due to the lack of
mill demand. "There are very few buyers at any price as most consumers are
flush with inventories given reduced operating rates," he said.

"I'm having a hard time selling," reported a Southeast scrap processor.
He also noted the lack of demand from mills due to decreased production. "From
what we've been able to gather, the mills' production is down about 40% on
average," he said. "They now have a surplus of scrap and don't need to buy as
many tons."

A Northeast scrap processor heard similar reports. "The more I talk to
people, the more I think the mills are going to run their [scrap] inventories
to the ground," he said.

The mills evidently feel confident that they will be able to source
whatever scrap they need going forward, especially with scrap processors
stoked with material. "They will roll the dice and buy what they need when
they need it," said the Northeast processor.

The only good news came from the inbound side of the yard, where reduced
scrap flows held the promise of supply-side relief from collapsing prices.
Should scrap supplies tighten into winter, this could provide some support for
pricing.

"Inbound flows have dropped," said the Northeast scrap processor. He said
at the height of the market during summer, he was running both an inbound and
an outbound scale. Now, he said, one is sufficient to handle both flows.

"Inbound flows are off," agreed the Southeast scrap processor. "It's hard
to buy scrap -- everybody is hoarding [material] until prices bounce."

One longtime scrap player agreed. "Inbound has stopped -- there's no
obsolete," he said. "The peddlers are either hoarding," waiting for prices to
rebound, he said, "or much of the available scrap has already been pulled in,"
when prices were high.

The Platts reference price for shredded scrap remained at a midpoint of
$240/lt delivered to Midwest mills. Deals made later in October have skewed
toward the bottom of the range of $225/lt delivered Midwest mill.

[Neono]

dosto
Mit Deiner Erlaubnis, halte ich den Thread mal aktuell:

http://biz.yahoo.com/iw/081027/0446561.html

Cardero Agrees to Sell Pampa de Pongo Iron Ore Deposit to Nanjinzhao Group Co., Ltd. for USD 200 Million
Monday October 27, 9:00 am ET

VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Oct 27, 2008 -- Cardero Resource Corp. ("Cardero" or the "Company") (Toronto:CDU.TO - News)(NYSE-A: CDY)(Frankfurt:CR5.F - News) is pleased to announce that it has entered into an agreement with Nanjinzhao Group Co., Ltd., a private Chinese enterprise located in Zibo City, Shandong Province, PRC, whereby Cardero Hierro del Peru, S.A.C., the holder of the Pampa de Pongo Iron Property, will sell its 100% interest to Nanjinzhao for a total purchase price of USD 200 million.

"We are extremely pleased to have been able to successfully negotiate the sale of Pampa de Pongo in a challenging marketplace," said Hendrik van Alphen, Cardero's President. "Pampa de Pongo is a world-class iron ore project, and we are very pleased to have been able to pass the project on to a major Chinese integrated iron and steel conglomerate that has not only the mining expertise required, but also the financial resources to move the project rapidly forward. The future of commodity demand will be in the growing Asiatic region and, with this first step, Cardero is becoming part of this changing landscape. Chinese steel companies will become more integrated and Cardero sees the opportunity to become an important link as a premier discoverer of mineral deposits to feed the growing demand. Cardero can now focus on advancing its Pampa el Toro Iron Sands project and the Baja IOCG project to the stage where they will also become extremely attractive to these integrated entities. The extremely good relationships we have established with the Nanjinzhao Group and the Shandong Provincial Bureau of Geo-Mineral Resources will be an important factor going forward."

Sale Agreement Terms

The Pampa de Pongo purchase agreement was executed in Zibo City, Shandong on October 24, 2008 among Cardero, Cardero Hierro Del Peru, S.A.C. and Nanjinzhao, with the Shandong Provincial Bureau of Geo-Mineral Resources as a subscribing witness, to reflect its vital assistance in bringing the parties together.

The agreement requires an initial deposit of USD 10 million, payable within three months, with a final payment of USD 190 million due within nine months. During the initial three month period, Nanjinzhao will obtain the appropriate Chinese governmental consents to the transaction. The Pampa de Pongo property will be transferred to a Peruvian subsidiary of Nanjinzhao once the deposit has been received.

The agreement permits Cardero to decline to proceed with the transaction at any time prior to the receipt of the final USD 190 million final payment, provided that, if such decision is made at any time after the initial USD 10 million deposit has been paid, Cardero is required to return the deposit and pay an additional USD 20 million as a break-up fee. Upon repayment of the deposit (and break fee, if required), the Pampa de Pongo property will be retransferred to Cardero Hierro del Peru, S.A.C.

The Company will pay a finder's fee to an arm's length private company in consideration of the finder introducing Cardero to the Shandong Geo-Mineral Institute and Nanjinzhao and providing ongoing advice in the negotiations.

About Nanjinzhao Group Co., Ltd.

Located in the historic Nanjin Village of Zibo City in the Linzi District of Shandong Province, Nanjinzhao is a large-scale private enterprise group established in 1992. It has a registered capital of 500 million RMB, total assets of 12 billion RMB and 6,000 employees. Nanjinzhao has developed an integrated enterprise, which encompasses iron ore mining, pig iron production, steel making, the production of metallurgical coking coal and related derivatives such as benzene, coal tar and coal gas, and the operation of thermal heating and power plants. Nanjinzhao also operates related rail and harbour facilities. In 2007, Nanjinzhao had revenues of 15 billion RMB, and a profit and tax of 1 billion RMB.

About Cardero Resource Corp.

Cardero's focus through 2008 is to realise the considerable value it believes is locked in the Company's significant iron ore assets in the Marcona District of southern Peru, the Baja region of Mexico and in Minnesota, USA, while continuing to progress its precious metal exploration projects in Argentina and Mexico. The common shares of the Company are currently listed on the Toronto Stock Exchange (symbol CDU), the New York Stock Exchange Alternext-US (symbol CDY) and the Frankfurt Stock Exchange (symbol CR5). For further details on the Company readers are referred to the Company's web site (www.cardero.com), Canadian regulatory filings on SEDAR at www.sedar.com and United States regulatory filings on EDGAR at www.sec.gov.

On Behalf of the Board of Directors of CARDERO RESOURCE CORP.

Hendrik van Alphen, President

This press release contains forward-looking statements within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 27E of the Securities Exchange Act of 1934, as amended. Although the Company believes that such statements are reasonable, it can give no assurance that such expectations will prove to be correct. Forward-looking statements are typically identified by words such as: believe, expect, anticipate, intend, estimate, postulate, potential and similar expressions, or are those, which, by their nature, refer to future events. The Company cautions investors that any forward-looking statements by the Company are not guarantees of future results or performance, and that actual results may differ materially from those in forward-looking statements as a result of various factors.

All of the Company's Canadian public disclosure filings may be accessed via www.sedar.com and its United States disclosure filings via www.sec.gov and readers are urged to review these materials, including the technical reports filed with respect to the Company's mineral properties.

This press release is not, and is not to be construed in any way as, an offer to buy or sell securities in the United States.

NR08-26



The Toronto Stock Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of the content of this news release, which has been prepared by management.

Contact:
Contacts:
Cardero Resource Corp.
Quentin Mai
Manager - Corporate Communications & Investor Relations
Toll Free: 1-888-770-7488 or [phone] (local 5622)
[phone] (FAX)
Email: [e-mail]
Website: http://www.cardero.com


Knapp vorbei an Deinen geschätzten 75,000 Dollar

Neono

[Boersenkrieger]

Antwort auf Beitrag Nr.: 35.675.410 von dosto am 23.10.08 16:18:19

...und Rockcheck Steel´s CEO kauft jeden tag fleissig Aurox-Aktien.

tja, da geht was beim Erz derzeit.
eine wunderbar antizyklische zeit haben wir.

[dosto]

Citing U.S. economic slowdown, Cliffs idles 3 iron ore pellet furnaces
Production at two of Cliffs’ Minnesota Iron Range operations has been halved due to the slowdown in domestic steel demand generated by the U.S. financial crisis.

Author: Dorothy Kosich
Posted: Wednesday , 29 Oct 2008

RENO, NV -


The slowdown in the U.S. economy, which has softened the domestic steel markets, has resulted in the idling of three Cliffs Natural Resources iron ore pellet furnaces at two of the company's six North American iron ore mines.

In a statement issued Tuesday Cliffs said, "The idling of the furnaces will begin immediately and result in workforce adjustments at the locations." The company did not state how many employees would be laid off.

Northshore Mining, which has a plant in Silver Bay and a mine in Babbitt, has 561 employees. United Taconite, which has a plant in Forbes and a mine in Eveleth, has 513 workers.

Two small pellet furnaces at Northshore Mining and one small pellet furnace at United Taconite, both located in Minnesota, are being idled. The three furnaces have a monthly pellet production capacity of 300,000 tons.

Cliffs said Northshore Mining and United Taconite have the capacity to produce nearly 6 million tons and 5.5 million tons, respectively of iron ore pellets annually. As a result of the curtailment, Cliffs has readjusted its equity production in its North American Iron unit to 23 million tons this year.

Donald J. Gallagher, president of Cliffs' North America Business Unit, said in a statement Tuesday that the domestic steel and iron ore industries "are better positioned than in the past to weather downturns such as this, and while we regret having to take this action, production and demand must be balanced to meet customer needs and to ensure the continued health of the business."

North America's largest taconite producer, Cliffs will release its quarterly results Thursday.

Brian Hiti, vice chairman of the state agency created decades ago to diversify the Iron Range economy, told the Minneapolis-St. Paul Star Tribune that there is no sign yet that major iron ore, steel and precious-metals projects in northern Minnesota will slow down.

[dosto]

Antwort auf Beitrag Nr.: 35.723.516 von Neono am 28.10.08 06:49:16

jeder so, wie er es sieht,

weit weg von deinen 500 Millionen du du im Thread
gehandelt hast.
Oder waren zeitweise noch viel mehr?

[Boersenkrieger]

Antwort auf Beitrag Nr.: 35.747.571 von dosto am 29.10.08 14:51:49

in der zwischenzeit hatte es sich auch alles eingetrübt.
dafür sind jetzt einige aktien spottbillig und haben vom kurs her bei weitem nicht nur 50-60% verloren.
eisenerz wurde eben ein bischen zu hoch gespielt, genau wie kohle. trotzdem werden noch gute preise bezahlt.
die aktien sind im schnitt nun eben unterbewertet.
aber du hattest bei cardero mit rein nichts gerechnet und dich geirrt und das fuxt dich, stimmt´s

[Neono]

Antwort auf Beitrag Nr.: 35.747.571 von dosto am 29.10.08 14:51:49

Blubber ned....

500mio wenn es zu einem Bieterkrieg kommt und da sieht es so übel nicht aus für uns.

Hier mal was gegensätzliches zu Deiner Meinung bzgl. Shougang:

NOVEMBER 01, 2008
Peru iron ore miner Shougang Q3 sales soar 65% YoY
Platts reported that Chinese-owned Shougang Hierro Peru's sales revenue soared 65.5% YoY in the third quarter to 427.9 million soles on higher iron ore products prices.

According to the report, for the nine month period to September 30th Shougang's sales revenue rose 37% to 1 billion soles. The company sold 5,927,000 tonnes of iron ore products during the period, up just 3.18% YoY indicating that the revenue hike was due almost entirely to higher products prices. However, the company could not escape rising costs, which increased 29% in the nine months over the same period a year earlier.

The higher sales revenue partly offset by rising costs, helped Shougang almost double its Q3 net income to 127.8 million soles from 67.3 million soles in the same quarter a year earlier.


Neono

[bonDiacomova]

Peking 05.11.08 (www.emfis.com)

Das chinesische Verkehrsministerium hat einen 5 Bio. Yuan (732 Mrd. USD) schweres Infrastrukturprogramm
für die nächsten fünf Jahre aufgelegt, dass berichtet die China Business News. Diese Gelder sollen vor allem in den
Aus- und Neubau von Straßen, Wasserstraßen, Häfen und Docks fließen.

Das chinesische Kabinett hatte bereits im Fünfjahresplan von 2006 bis 2010 ein Volumen von 2,1 Bio. Yuan (307,50 Mrd. USD) für verschiedenste Eisenbahn Projekte genehmigt. Davon sollen bisher 1,2 Bio. Yuan investiert worden sein.

Die jetzt zusätzlichen Mittel werden auch zur Förderung der Binnennachfrage und der Unterstützung der Wirtschaft angesehen. Man kann es als eines der chinesischen Konjunkturprogramme bezeichnen, um die Auswirkungen der weltweiten Finanzkrise abzufedern.

[dosto]

Da posten die Kartell-Typen unter der Gruppe Neomo
alte Quartalszahlen, die in der jetzigen Zeit
gar nix mehr wert sind.

Was soll das

go ahead Neomo, yesterday-s gone


21 Nov 2008 Iron & Steel ► OMC cuts iron-ore prices by 40-50 per cent
The Orissa government's largest PSU, Orissa Mining Corporation (OMC), said on Thursday said it has decided to reduce iron ore prices by 40 to 50 per cent following lack of demand

[dosto]

JFE Steel cuts raw steel output by 1.5 million tonnes in 2H
JFE Steel decided to reduce the raw steel output by 1.5 million tonnes in the half year to March 2009 from the first half, which is 1 million tonnes more production cut compared with announced

[dosto]

Baosteel cuts Dec price more, demand skids
China's Baoshan Iron and Steel Co Ltd (Baosteel) has cut its sales prices for cold-rolled steel products for December by a further 970 yuan ($142) per tonne

[dosto]

19 November 2008
CSN not cancelling expansions or cutting output
Brazilian steelmaker CSN (CSN: SID) said it is not cancelling any projects and will maintain output at full capacity.

"Despite the pessimistic scenario, we are confident that due to our operational efficiency and our options of products, we are prepared for war," commercial director Luiz Fernando Martínez said during a conference call.

Martínez said that in the worst case scenario CSN expects to sell 1.20Mt in the fourth quarter, compared to 1.26Mt in the third quarter.

"Even if Brazil's GNP does not grow, and even if steel prices fall, 2008 will still be a very good year for CSN. The most pessimistic scenario will still be a good moment for CSN. But obviously, CSN is ready to adapt to the market if there are any sharp slowdowns in prices and sales," he added.

Of CSN's steel sales in Q3, 88% was concentrated in Brazil. In 3Q07 the steelmaker sold 1.34Mt, of which 72% went to the domestic market.

Martínez said the company's sales to the construction industry so far in 2008 have remained strong with rebar selling at record amounts and robust performance in sales to retail and appliance sectors.

In Brazil, CSN controls 46% of the construction steel sales market, 36% of appliances sales and 21% of sales to the auto market.

The company's 4.5Mt/y Congonhas steel plant in Minas Gerais state is still on track to start at the beginning of 2013, while expansion of the Casa de Pedra iron ore mine in Minas Gerais from 21Mt/y to 50Mt/y is still scheduled for 2012.

The company's expansion of the Casa de Pedra iron ore mine in Minas Gerais state from 21Mt/y to 50Mt/y is still scheduled for 2012, while the 4.5Mt/y Congonhas steel plant in Minas Gerais is still on track to start at the beginning of 2013. – BNamericas

Das ist wohl ein alter Haudegen, immer noch nix dazugelernt,
er schmeißt hier mit Krieg rum, als ob er mit Überraschungs-Eiern
handelt.
ts,ts,ts

[dosto]

SHOW DOWN - SLOW DOWN


IRON AND STEEL
TIDE HAS TURNED
Steel mills pulls out of Chilean iron ore mine talks in 'buyers market'
A group of major Chinese steel mills has ended talks on buying Chilean iron ore company as ore supplies considered ample.

Posted: Friday , 21 Nov 2008

SHANGHAI (Reuters) -


Shandong Iron and Steel Group and other big Chinese steel mills are no longer interested in buying a Chilean iron ore miner they have held talks with, as a slumping economy has left ore supplies ample, company sources said on Friday.

Chilean iron ore firm Sociedad Contractual Minera Hierro Paposo had approached potential Chinese buyers, including the state-owned parent of Wuhan Iron and Steel (600005.SS), eyeing a deal worth hundreds of millions of dollars, industry sources have said.

"We are no longer interested in the offer. The market is not very good now and ore prices have been falling," a Shandong Steel source with direct knowledge of the deal told Reuters. "The tide has turned now. It's a buyers' market."

Wuhan Steel has more attractive options for access to resources in Australia and Canada, where weaker local currencies offer lower purchase costs, and is unlikely to put money into the Chilean project, an official in the company's investment section said.

Shandong Steel is the parent of Jinan Iron and Steel (600022.SS) and Laiwu Steel Group (600102.SS). (Reporting by Fang Yan and Alfred Cang; Editing by Edmund Klamann)

© Thomson Reuters 2008. All rights reserved.

[Boersenkrieger]

Antwort auf Beitrag Nr.: 36.029.715 von dosto am 21.11.08 10:23:14

also jetzt muss man den ganzen mist nachkaufen ?
australia und canada....
hau mir wohl noch ne portion aurox rein, immerhin haben die kunden noch nicht abgesagt und einer fleißig aktien gekauft. als er damit aufhörte ging´s dummerweise in 5 tage gleich 60% runter. aber das scheint ja normal zu sein derzeit.... von 1,50 aud auf 0,11 im gemetzel könnte ja mal reichen sonst kauf ich den scheiss halt wieder bei 0,05 aud und bei 0,01 aud nach. wenn sich´s von unten dann mal verhundertfacht auf 1 aud hab ich evtl die meisten verluste schon wieder weg, soweit der plan

mittlerweile bin ich nun doch fast plattgedrückt 20% sind noch übrig.
also muss ich auf´s ganze gehen, wie beim pokern eben.
das perverse ist, spaß macht´s trotzdem und ich hab grad eh keine materiellen wünsche, also shit happens


...übrigens: ich hab First Majestic verkauft aber nicht weitersagen.

[dosto]

FAST NEWS
16% OF WORK FORCE
ArcelorMittal could lay off U.S. workers
ArcelorMittal has warned that it might sack 16% of its work force in the United States, due to weakened demand, according to the Wall Street Journal.

Author: Reuters
Posted: Tuesday , 25 Nov 2008




The world's largest steelmaker ArcelorMittal told its steelworkers union that it could eliminate 16 percent of its U.S. work force, beginning in January, due to lower demand for automobiles, appliances and machinery, the Wall Street Journal said.

It would be the largest single layoff of steelworkers in the U.S. in the current downturn, the paper said.

ArcelorMittal said that layoffs are not yet imminent but alerted the United Steelworkers that it has targeted 2,444 indefinite layoffs at its Burns Harbor steel plant just outside Gary, Indiana.

"Potential work-force reductions are a direct result of the extraordinary economic environment we are facing," spokesman William Steers told the paper.

Recently, the company announced measures including temporary output cuts of 35 percent, up from a previous 15 percent, a pause in its growth strategy, deeper cost cuts and a reduction in debt, in response to a global economic slowdown.

ArcelorMittal and United Steelworkers could not be immediately reached for comment by Reuters. (Reporting by Sakthi Prasad in Bangalore )

© Thomson Reuters 2008 All rights reserved

[dosto]

typisch Retail-Aktionär
80% gehen Pleite- das ist wohl ne Ewigkeitsrate.
Auch Aktienforen konnten daran leider gar nix ändern.

Ich muß gar nix kaufen,
ich bin kein Explorer-Kleptomane.

Selbst wenn die Rohstoffpreise nunmal 30 % in die Höhe gehen, wäre das kein Anlaß.

Die meisten Explorer-Aktionäre wurden furchtbar angepißt,
jetzt hält man sie zum Fenster raus
und läßt sie öffentlich verrosten.

Das ist alles.

[dosto]

Steel mills pulls out of Chilean iron ore mine talks in 'buyers market'
A group of major Chinese steel mills has ended talks on buying Chilean iron ore company as ore supplies considered ample.

Posted: Friday , 21 Nov 2008

SHANGHAI (Reuters) -


Shandong Iron and Steel Group and other big Chinese steel mills are no longer interested in buying a Chilean iron ore miner they have held talks with, as a slumping economy has left ore supplies ample, company sources said on Friday.

Chilean iron ore firm Sociedad Contractual Minera Hierro Paposo had approached potential Chinese buyers, including the state-owned parent of Wuhan Iron and Steel (600005.SS), eyeing a deal worth hundreds of millions of dollars, industry sources have said.

"We are no longer interested in the offer. The market is not very good now and ore prices have been falling," a Shandong Steel source with direct knowledge of the deal told Reuters. "The tide has turned now. It's a buyers' market."

Wuhan Steel has more attractive options for access to resources in Australia and Canada, where weaker local currencies offer lower purchase costs, and is unlikely to put money into the Chilean project, an official in the company's investment section said.

Shandong Steel is the parent of Jinan Iron and Steel (600022.SS) and Laiwu Steel Group (600102.SS). (Reporting by Fang Yan and Alfred Cang; Editing by Edmund Klamann)

© Thomson Reuters 2008. All rights reserved.

[Boersenkrieger]

Antwort auf Beitrag Nr.: 36.059.321 von dosto am 25.11.08 12:08:34

ja, so sieht es irgendwie aus
aber die finanzstarken sollten dann doch mal wieder große gewinner sein wenn rohstoffknappheit wieder gespielt wird.
real scheint sowieso rein gar nichts zu sein. ...ausser meine verluste leider

[dosto]

Antwort auf Beitrag Nr.: 36.064.468 von Boersenkrieger am 25.11.08 20:20:53

Yep,

für viele wird der Blödsinns-Spruch.

Keine Verluste, da nix realisiert,
auch nix mehr nützen.

Dann werden die Typen begreifen, daß man nix verkaufen muß und trotzdem
Pleite ist im Account.

[dosto]

NEXT EXIT

GLOBAL IRON DEMAND PLUMMETING
Vale halts production at two iron pellet plants
Vale has suspended production at two iron pellet plants in Espirito Santo due to the fall in global demand for iron pellets.

Posted: Tuesday , 09 Dec 2008

SAO PAULO (Reuters) -


Brazil's Vale, the world's largest iron ore miner, said Monday it suspended operations at two of its iron pellet plants in Espirito Santo with a combined capacity of 7.3 million tonnes a year.
Vale said in a statement to local market regulators that its decision to stop production at the plants indefinitely was due to the "unprecedented contraction in global demand for iron ore and pellets."
The interruption in output from the two plants at the port of Tubarao comes on top of two other pellet plants of the company that had been stopped there since Nov. 5. Yet another two pellet plants that are part of a joint venture with Samarco Mineracao were also suspended until mid-January.

In all, the six stopped plants make up about 29.3 million tonnes of pellet capacity per year.

The company cut 1,300 jobs worldwide and slashed nickel production in Canada in the past week. Previously, it had announced that it would be reducing iron ore output by nearly 10 percent, due to the fall in world demand for metals. (Reporting by Reese Ewing; Editing by John Picinich)

© Thomson Reuters 2008 All rights reserved

[Boersenkrieger]

Antwort auf Beitrag Nr.: 36.173.741 von dosto am 09.12.08 16:14:40

die sache ist nur die, daß die bewertungen letztlich bei kleineren buden meist schon weit unter cash liegt.
sollten die nachrichten in der negativen form mal 4 wochen ausbleiben kommt ein rebound. allerdings werden 80% dann auf der strecke bleiben von den ganzen schuppen und untertauchen wie damals die nemax-schrottbuden.
die winner schafften später aber wieder neue höchstkurse.
wobei eisenerz nicht unbedingt das beste investment ist. öl, gold oder uran sind bei mir jetzt wesentlich angesagter.
der wirtschaft geht´s schon wieder ganz gut.. nur der psychologie nicht und wenn die dreht fahren alle wieder in die andere richtung (z.b. bei öl sehe ich dass so)

[dosto]

aber wieso, Eisenerz fängt gerade an aufzudrehen

siehe:

Cliffs cuts iron ore and coal output
Cliffs Natural Resources is reducing output at six iron ore mines and a coal mine due to “market uncertainties”.

Posted: Tuesday , 09 Dec 2008

NEW YORK (Reuters) -


Cliffs Natural Resources Inc, which produces iron ore pellets and coal for steel manufacturers, said on Monday it will cut production at its six North American iron ore mines and one of its coal mines because of "market uncertainties."

There will be a temporary idling of several pellet furnaces and "adjustments" of work forces at the iron ore mines, the Cleveland-based company said, without elaborating. Shares rose 17 percent in early trading.

"The decision to adjust production is being made to balance our operations with current industry demand and avoid unnecessarily investing cash into working capital," said Chairman, President and Chief Executive Officer Joseph Carrabba.

The action comes as global steel demand dropped dramatically during the economic downturn. Many steel makers, who use iron ore and coking coal to fire blast furnaces, have cut back production recently.

Cliffs said it is reducing production at its six North American iron ore mines to a current annualized rate of approximately 22 million tons -- down from its previous expected 2008 total production of 36 million tons.

For 2009, Cliffs said it has contractual obligations for approximately 75 percent of 2008 expected sales volumes of approximately 24 million tons.

But it said that "based on current market uncertainties and corresponding blast furnace capacity utilization in North America," it will continue to monitor the marketplace and adjust its production plans as needed.

Cliffs said that at the expected current annualized production rate, 2009 cost per-ton would be higher than the expected 2008 cost per-ton of $57.

The company said it has initiated operating plans to reduce production at the Pinnacle coal mine in West Virginia, with workforce adjustments at that mine.

However, Cliffs' Asia-Pacific iron ore business segment is maintaining current production rates. But the company has agreed to sell some shipments at current spot prices for lump and fines iron ore in order to maintain production levels "in the current challenging market environment."

Shares were up $3.46 to $23.26 in early trading on the New York Stock Exchange. (Editing by Derek Caney)

© Thomson Reuters 2008 All rights reserved



und was interessiert mich das Cash der Explorer-Aktien.
Einzig allein eine Übernahme ist entscheidend.
Im Moment kann sich fast keiner in den Minenstand
von alleine hebeln.

Und da ist nicht die Aktie, (die gerade einer besitzt)
maßgebend, sondern was in der Alten,Neuen Welt
rechebar bleibt.
Aber bitte beim rechnen meine Terms als Grundlage nehmen
und nicht die Spinner bevorzugen.
Zwischen 250-500 Mille ist für die Besten/Guten bereits Ende der
Fahnestange, Milliardenbeträge waren einmal,
die kannst du an 1 Hand abzählen die dafür noch in Frage kommen und meist sind das eh schon JVs.

[dosto]

IRON AND STEEL
BRAZIL VULNERABLE ON TWO FRONTS
World No. 1 iron ore miner laying off 1,300 workers – 5,500 more on paid leave
Weakening demand for its iron ore and the credit crisis has forced top global iron ore miner Vale to lay off workers and put others on paid leave.

Author: Reese Ewing and Denise Luna
Posted: Thursday , 04 Dec 2008

RIO DE JANEIRO (Reuters) -


Vale (VALE5.SA), the world's largest iron ore miner, said on Wednesday it is laying off 1,300 workers and putting 5,500 more on paid leave, the latest sign of Brazil's exposure to the international crisis.

Brazil's second-biggest firm said that the credit crisis and weak demand had led it to make the layoffs and enforced leaves, which in total account for 11 percent of its global work force of 62,000 workers.

"We have a credit crunch, contraction in the economy, huge destockings taking place of raw materials and the demand is really dull," said Fidel Blanco, managing director of iron ore sales at Vale at a Metal Bulletin steel conference in Paris.

The dismissals will occur globally, but some 20 percent of them will occur in Minas Gerais, Brazil, where some of Vale's main iron ore mines are located.

On Oct. 31, Vale announced that it would cut its 315 million tonne a year iron ore output by 10 percent as it braced for the global economic slowdown caused by the credit crisis.

Its main clients abroad, steel companies, have slashed output and cut labor as demand for steel from the construction sector all but disappeared.

ArcelorMittal (ISPA.AS), Vale's biggest client, announced in the past weeks that it would dismiss 9,000 of its workers, after announcing deep production cuts weeks earlier.

Vale's clients in Brazil have been taking similar belt-tightening measures to align themselves with the current market realities.

Blanco said, "We do not think we are going to have another year of raw materials (prices) soaring."

Vale, whose shares closed little changed on Wednesday at 22.46 reais, is about to enter into negotiations with its main clients in the coming weeks to set iron ore prices for 2009.

The layoffs by Vale, one of Brazil's two leading companies along with state oil company Petrobras (PETR4.SA) (PBR.N), are the latest evidence that emerging markets are suffering from the crisis and have not "decoupled" as some economists hoped.

GROWING IMPACT

Despite initial comments by President Luiz Inacio Lula da Silva that Brazil was immune to the crisis, the fallout is starting to be felt in the economy and analysts are sharply scaling down their growth forecasts for next year.

Brazil's once-thriving automobile industry has temporarily laid off tens of thousands of workers over the past months to reduce inventories. Large local companies like steel producer Gerdau (GGBR4.SA) and Petrobras are postponing capacity expansion projects. And Brazil's booming construction industry is starting to show signs of slowing.

"Vulnerability exists," economist Alexandre Gallotte at the Tendencias consultancy told Reuters. "Brazil is vulnerable on two fronts: to external demand and to domestic demand."

One of the pillars of Brazil's economic growth over the past year has been domestic demand, fueled by increased buying power among Brazil's large population of poor.

But consumer confidence has begun to falter in reaction to the crisis.

"Domestic demand is subject to consumer sentiment which has started to weaken," said Gallotte. (Reporting by Denise Luna and Reese Ewing; Editing by Stuart Grudgings and Jim Marshall)

© Thomson Reuters 2008. All rights reserved.


So,
piss ich mal ins eigene Nest.

Von den großen Tönen Vales wird nicht viel übrigbleiben.

Aber verstehen sollte man das schon so,
an alten Entwicklungsaporjekten wird weitergearbeitet.
An den neuen unerschloßenen wird die Arbeit vorläufig eingestellt. Damit kann der Bedarf an Eisenerz locker die nächsten 2-3 Jahre gestellt werden, ohne daß irgendein
Engpaß auftreten sollte.
Übernahme von Explorern kann man sich sparen, da übergenügend nichtexplodierte Gebiete im Korb sind.

Eins ums Andere. Sicherung der Rohstoffreserven
wir maßlos übertrieben. Einteilung der Rohstoffe
weäre irgendwie besser und würde letztendlich allen
nützen.

[Boersenkrieger]

http://www.welt.de/welt_print/article2715313/Weltweit-Die-Ja…
Die Welt, vom 13.11.2008

Weltweit: Die Jagd auf Erz- und Kohleminen

Für den Marktführer und ArcelorMittal-Chef Lakshmi Mittal ist "die Sicherung preiswerter Rohstoffquellen wichtiger denn je". Auch Karl-Ulrich Köhler, Vorstandsvorsitzender ThyssenKrupp Steel AG, und Salzgitter-Chef Wolfgang Leese meinen das. Denn für die Produktion von einer Tonne Rohstahl braucht man zwei Tonnen an Rohstoffen. Doch die von den Bergbaukonzernen Vale, BHP Billiton und Rio Tinto diktierten Erzpreise sind allein 2008 um fast 100 Prozent gestiegen. Der Kokspreis kletterte sogar um 200 Prozent.

Deshalb nutzt ArcelorMittal die Gewinne aus dem siebenjährigen Stahl-Boom und vermeldet fast schon wöchentlich den Kauf einer weiteren Erz- oder Kohlemine - in Afrika, Indien, Kanada, Russland, Amerika, Australien oder in Kasachstan. Der Branchenprimus, der 2008 mit 130 Millionen Tonnen Rohstahl zehn Prozent der Weltproduktion verantwortet, ist längst auch der am schnellsten wachsende Minenkonzern der Welt. Schon heute setzt ArcelorMittal in seinen Hochöfen knapp 50 eigene Erze ein und will den Eigenanteil bis 2014 auf 80 Prozent steigern. Dafür sollen sechs Milliarden US-Dollar investiert werden. Erst kürzlich meldete der Branchenprimus den Kauf des brasilianischen Erzförderers London Mining Brasil für 810 Millionen US-Dollar, weitere 700 Millionen will man in den Minenausbau investieren. Der Inder steht mit seiner Strategie nicht allein da. Die Jagd auf Erz- und Kohleminen läuft global. Stahlhersteller in Südamerika, Russland, Indien oder China überbieten sich gegenseitig, wenn Erzminen oder Zechen zum Verkauf stehen, oder versuchen es mit feindlichen Börsenattacken. Russlands Stahlproduzent Severstal stieg soeben beim US-Kohleförderer PBS Coals Corp ein.

China, größter Stahlproduzent der Welt, ist reich an Kokskohle und weltgrößter Exporteur. Aber mangels eigener Erzvorkommen hat man Panik seit Rio Tinto den Asiaten mehr Erz nur über den teuren Spotmarkt verkaufen will und seit Vale nachträglich 13 Prozent Preisaufschlag fordert.

[dosto]

The Trend is your Friend:


9 January 2009
Stainless steel imports decline by about 70% in Dec
At present, a tonne of cold-rolled stainless steel is costing around Rs 1.18 lakh, whereas in November it was Rs 1.45 lakh a tonne
New Delhi: The country’s stainless steel imports dipped by 70% to 6,000 tonnes in December, weakening the industry’s demand for raising import duty on the alloy.

After surging by over 60% to 20,000 tonnes in November, the imports declined by 14,000 tonnes last month, as demand weakened after buyers delayed their purchases in anticipation of the prices to cool down further.

At present, a tonne of cold-rolled stainless steel is costing around Rs 1.18 lakh, whereas in November it was Rs 1.45 lakh a tonne.

“The prices showed a stabilising trend in December end, but fluctuation in rates over the last couple of months led to drop in sales as buyers delayed their purchases,” Joint Plant Committee executive secretary G K Basak said.

The Committee is part of the Steel Ministry and has been entrusted with the job of compiling data for iron and steel production, imports and exports.

Demanding protection for the stainless steel industry, dominated by Jindal Stainless, the domestic producers have been seeking increasing of import tariff to 15% from the present 5% on the alloy.

They also want the government to levy anti-dumping duty to curb cheap shipments from countries like China and Ukraine.

However, now that imports have declined and the trend is likely to continue on account of fiscal measures taken by the government, the Steel Ministry may give a second thought on whether to raise the import duty on the alloy, an official source said.

Even as the domestic stainless steel producers want curbs on imports, the end users and importers are opposed to such move, saying it would lead to monopoly of a single producer. – PTI

[Boersenkrieger]

Antwort auf Beitrag Nr.: 36.360.435 von dosto am 13.01.09 08:23:54

schön zu wissen was da in den kursen der eisenerzler vorweggenommen wurde.
wenn im januar das ganze "nur" um weitere 50% einbricht, ist die hausse wohl nicht mehr weit....
ok ich bin immer deutlich zu früh im timing. da mich die gier selbst in solchen zeiten nicht verläßt. immerhin steigt mein dreck in summer wenigstens recht solide seit november.
macht einfach spaß gegen fallende märkte anzukämpfen, auch wenn es ein teures hobby ist oder hoffentlich war

[[KERN]Codex]

bringt mal mehr News leute, es tut sich was.