First Majestic, ein Silberjunior auf dem Weg in die Mittelklasse? (Seite 2772)

[German2]

der €uro is ja mittlererweile schon runter... bis 1.49 gehts viell noch... da liegen die metalle eigentl noch ganz gut im Rennen...

mal schaun

[ricwun]

Small Caps : August 6, 2008

First Majestic is hoping a ramp up in production will lead to a silver lining. BNN talks to Keith Neumeyer, president and CEO, First Majestic

http://watch.bnn.ca/wednesday/#clip71912

[Honeymoon]

Antwort auf Beitrag Nr.: 34.678.627 von Honeymoon am 08.08.08 00:52:09

I'm sorry, falscher Thread erwischt

War aber vlt. trotzdem im allgemeinen Interesse

[Boersenkrieger]

Antwort auf Beitrag Nr.: 34.678.748 von uprock am 08.08.08 01:09:34

Kann's sein, dass die letzten Wochen bei Dir etwas Wirkung zu zeigen beginnen?


naja was soll ich sagen... ich hab citigold schon ne weile im depot und st. barbara hat als fallendes messer auch kein glück gebracht.
aber irgendwie sollten 90% kursabschlag mal reichen
bei mir sind´s wenigstens erst 20

aber mal von der wirkung eines depotstands so schlecht wie seit 2001 nicht mehr abgesehen und megaverlusten dieses jahr in form eines mehr als brutto-jahresgehalts abgesehen, sehe ich auch keinen grund warum genco z.b. gerade jetzt wieder steigen sollte... was aber auch imemr darauf hindeuten könnte, dass sie gerade jettz wieder steigen. weil mit der kneifzange würde ich sie jetzt nicht mehr anrühren... und als unverbesserlicher bulle will das schon was heissen

[uprock]

Antwort auf Beitrag Nr.: 34.676.461 von Boersenkrieger am 07.08.08 21:37:03

"...kann man bald Gebiete mit 10 mio Unzen Gold und hohen Grades für 15 Mio Dollar kaufen"
"Genco gibt's bestimmt bald noch 30 Prozent billiger"



Du machst einem ja wieder Mut heute... Kann's sein, dass die letzten Wochen bei Dir etwas Wirkung zu zeigen beginnen?

Ich hab das für mich durch, habe dieser Tage alles noch in starke und gut durchfinanzierte Producer getauscht, was irgendwie zweifelhaft war. Morgen wird HL nachgelegt.

Was ich jetzt hab, das halte ich durch, und wenn Gold auf 650 geht.

Wollen wir doch mal sehen.

[uprock]

Antwort auf Beitrag Nr.: 34.678.604 von timesystem1001 am 08.08.08 00:49:46

"An wen denkst Du? Liegen wahrscheinlich in Venezuela"



Nope. Schönes, sonniges Mexiko. Kanadische Firma. 55 Millionen uz sind's, glaub ich, 100% owned. Liegen seit zwei Jahren fest, weil ein paar Sombrero-Besitzer leider ihre Behausung zugunsten des Leach Pads nicht räumen wollen. Sowas aber auch...

Der Laden ist inzwischen fast pleite. Aktienkurs = 0.16 $ oä. Würden sich über eine Kapitalspritze wohl ein wenig freuen...

Wer mag es sein?

[uprock]

Antwort auf Beitrag Nr.: 34.678.285 von Honeymoon am 08.08.08 00:08:33

"... dass FR künftig nicht mehr auf Kapitalmassnahmen zur Finanzierung der Investitionen angewiesen ist ..."

Da würd ich heute übrigens die zweite Wette anbieten - ich bin so gut wie sicher, dass es noch mal Finanzierungsbedarf gibt, selbst wenn die Warrants ausgeübt werden und wenn keine Akquisition stattfinden sollte.

Wenn's denn sein muss, meinetwegen, Hauptsache zu nem vernünftigen Kurs.

[Honeymoon]

da sind sie nun!!!!!!!!!!:

Thompson Creek announces second-quarter 2008 financial results
00:50:57 08.08.08

NYSE: TC
TSX: TCM, TCM.WT
Frankfurt: A6R

TORONTO, Aug. 7 /PRNewswire-FirstCall/ - Overview (all in U.S. dollars):

- Operations at both the Thompson Creek Mine and Endako Mine continued
to perform well during the second quarter of 2008 with overall
production volumes higher and unit costs lower than management's
expectations.
- Molybdenum production rose 10.7% to 6.2 million pounds in the second
quarter from 5.6 million pounds in the first quarter of 2008.
Second-quarter production was up 37.7% from 4.5 million pounds in
the second quarter of 2007.
- The Company remains on track to achieve its previously announced
production guidance of between 23 and 24.5 million pounds in 2008
and in excess of 34 million pounds in 2009.
- Net income in the second quarter rose 29.1% to $60.4 million from
$46.8 million in the first quarter and it was above the
$56.8 million achieved in the second quarter of 2007.
- The Company experienced an inventory buildup of approximately
one million pounds during the second quarter related to scheduled
maintenance shutdowns of the Langeloth and Endako roasters. The
Company expects this inventory to be reduced during the third
quarter.
- Net income in the second quarter was reduced by $11.5 million due to
certain expenses not incurred in the first quarter related to the
early repayment of the First Lien Credit Facility in June 2008,
additional general and administrative expenses accrued for staff
incentive and relocation programs, and additional stock-based
compensation.
- Net income per share in the second quarter was $0.52 per basic and
$0.45 per diluted common share, compared with $0.41 per basic and
$0.37 per diluted common share in the first quarter and $0.51 per
basic and $0.45 per diluted share in the second quarter of 2007.
- In the first half of 2008, net income was $107.2 million or
$0.93 per basic and $0.82 per diluted common share.
- Cash balances were $79.3 million on June 30, 2008. The Company used
proceeds from an equity financing during the second quarter to pay
off all debt except for $5.4 million in equipment loans.
- Average realized price on molybdenum sales was $32.68 per pound in
the second quarter, compared with $32.69 per pound in the first
quarter and $29.59 per pound in the second quarter of 2007.
- The weighted-average cash operating expense related to all
molybdenum product line sales recorded in the second quarter was
$7.49 per pound, compared with $10.54 per pound in the first quarter
of 2008 and $5.66 in the second quarter of 2007.
- Cash costs for the production of molybdenum oxide are better than or
on track with previous guidance of $6.00 to $6.50 per pound at the
Thompson Creek Mine and $9.50 to $10.25 per pound at the Endako
Mine.


Note: A conference call and webcast for analysts and investors is
scheduled for Friday, August 8, 2008 at 8:30 a.m. Eastern.

Thompson Creek Metals Company Inc. ("the Company"), one of the world's largest
publicly traded, pure molybdenum producers, today announced financial results
for the three and six months ended June 30, 2008 prepared in accordance with
Canadian generally accepted accounting principles. All dollar amounts are in
U.S. dollars unless otherwise indicated.
"Thompson Creek's mining operations turned in a solid performance in the
second quarter of 2008 with molybdenum production higher and unit costs lower
than management's expectations and the Company on track to achieve our
previously announced production and cost guidance for the year," said Kevin
Loughrey, Chairman and Chief Executive Officer.
Molybdenum production rose 10.7% to 6.2 million pounds in the second quarter
from 5.6 million pounds in the first quarter - for a total of 11.8million
pounds in the first half of 2008. The Company continues to expect annual
molybdenum production of between 23 and 24.5 million pounds for 2008 and in
excess of 34 million pounds for 2009.
"While mining costs are higher now than they were a year ago, our per-pound
production cost guidance had anticipated a large part of the increase we have
seen and our operations have also experienced some offsetting factors
including higher-than-expected production and recoveries. As a result, we are
confident that 2008 cash costs for the production of molybdenum oxide will be
in the previously forecast range of $6.00 to $6.50 per pound at the Thompson
Creek Mine and will be at or lower than our previously forecast range of $9.50
to $10.25 per pound at the Endako Mine," Mr. Loughrey added.
Molybdenum production at the Thompson Creek Mine during the second quarter of
2008 was 4.0 million pounds, up 11.1% from 3.6 million pounds in the first
quarter of 2008 and up 73.9% from 2.3 million pounds in the second quarter of
2007. The mine's production is expected to move higher through the remainder
of this year, particularly in the fourth quarter, as higher grade ore is
mined. Management continues to expect production this year of between 16.5 and
17 million pounds.
At the Endako Mine, where mining has continued in the Denak West Pit, the
Company's 75% share of molybdenum production rose 10% to 2.2 million pounds in
the second quarter from 2.0 million pounds in the first quarter of 2008,
putting the mine in a good position to achieve 2008 production guidance of
between 6.5 and 7.5 million pounds. Second-quarter 2008 production was up 4.8%
from 2.1 million pounds a year earlier.
"Thompson Creek also achieved an expected improvement in financial performance
in the second quarter, with net income rising 29.1% to $60.4million from
$46.8 million in the first quarter," Mr. Loughrey stated.
The rise in net income, which occurred despite stable prices and a slight
decline in total sales from 7.7 to 7.3 million pounds between the first and
second quarters, was due to a substantial reduction from $166.6 million to
$125.7 million in operating expenses, which in turn partly resulted from a
decline in the proportion of high-cost third-party molybdenum sales. The
Company had previously increased such third-party sales, whereby the Company
buys molybdenum concentrate and roasts it for resale to customers, as an
offset to the lower production from its own mines in the fourth quarter of
2007. These high-cost third-party sales as a proportion of total sales
declined from 46.7% in the first quarter to 34.2% in the second quarter. The
proportion is expected to decline further in the second half of 2008.
"Another important factor affecting second-quarter financial performance was
an inventory buildup of approximately one million pounds of molybdenum during
the quarter primarily related to the scheduled shutdowns of our roasters for
routine maintenance. We have already begun reducing this inventory buildup and
expect to continue to do so throughout the third quarter, thus yielding a
beneficial impact on our profitability in the third quarter," Mr. Loughrey
said.
The Company experiences a delay of up to two and a half months between the
time a pound of molybdenum is recorded as produced at the Company's mines and
when the same pound is recorded in the income statement as being sold. As a
result of this delay, the molybdenum sales that the Company will record in
2008 will reflect production achieved over a one year period starting early in
the fourth quarter of 2007 and ending early in the fourth quarter of 2008. The
Company sold 8.9 million pounds of molybdenum from its own mines in the first
half of 2008 and currently expects to sell approximately 22 million pounds in
all of 2008. In the future, management will give annual forecast guidance on
sales as well as production.

Second-Quarter Financial Results

The Company's revenues were $243.9 million in the second quarter of 2008,
compared with $254.8 million in the first quarter and $247.8 million in the
second quarter of 2007. The decline in revenues from the second quarter of
2007 reflected an 11% decline in total sales volumes (third-party and own
production) to 7.3 million pounds in the latest quarter from 8.2 million
pounds a year earlier primarily due to the build up of inventory during the
latest period in anticipation of the scheduled maintenance shutdowns at the
Langeloth facility from mid-April to mid-May and at Endako during July.
The year-over-year decline in sales volume was offset to a degree by a rise in
molybdenum prices. The average realized price on the Company's molybdenum
sales was $32.68 per pound in the second quarter, up 10.4% from $29.59 per
pound in the second quarter of 2007.
After the deduction of operating, selling, marketing, depreciation, depletion
and accretion costs, the Company generated income from mining and processing
operations totaling $105.4 million in the second quarter of 2008, compared
with $77.3 million in the first quarter and $104.1 million in the second
quarter of 2007.
Net income in the second quarter was $60.4 million or $0.52 per basic and
$0.45 per diluted common share, compared with $46.8 million or $0.41 per basic
and $0.37 per diluted common share in the first quarter and $56.8 million or
$0.51 per basic and $0.45 per diluted share in the second quarter of 2007.
The per-share figures are based on a weighted-average number of shares
outstanding of 116,902,000 (basic) and 133,867,000 (diluted) in the second
quarter of 2008, 113,457,000 (basic) and 127,674,000 (diluted) in the first
quarter of 2008, and 111,224,000 (basic) and 126,857,000 (diluted) in the
second quarter of 2007. At August 6, 2008, there were 125,045,000 common
shares, 24,506,000 warrants and 7,835,000 employee options outstanding.
Net income in the second quarter was reduced by $11.5 million due to certain
expenses not incurred in the first quarter amounting to $4.4 million for
finance fees related to the early repayment of the First Lien Credit Facility
in June 2008, an additional $2.3 million accrued in general and administrative
expenses above the first-quarter level due to a staff incentive program and
for relocation of the finance department from Vancouver to Denver, and an
additional $4.8 million above the first-quarter level in stock-based
compensation.
Cash flow from operating activities was $62.9 million in the second quarter,
compared with $63.4 million in the first quarter of 2008 and $0.4million in
the second quarter of 2007.
Cash balances were $79.3 million at June 30, 2008, compared with $47.5million
at March 31, 2008 and $113.7 million at December 31, 2007.
During the second quarter of 2008, Thompson Creek used proceeds from an equity
issue to fully discharge its First Lien Credit Facility, which had been $219.4
million at March 31, 2008. The Company is now debt free except for
$5.4million in equipment loans.
Since the acquisition of Thompson Creek Metals Company USA in October 2006,
the Company has used cash generated from operations and from equity issues to
pay off $402 million of acquisition debt and to pay the former owner $61.5
million in December 2006 for certain receivables acquired on the acquisition
date and $100 million in January 2008 as part of a contingent purchase price
payment linked to the performance of the molybdenum price. If the average
price for molybdenum exceeds $15 per pound in 2009, a final $25million will
be owed to the former owner in January 2010.
The Company's mines produced 6.2 million pounds of molybdenum in the second
quarter, compared with 5.6 million pounds in the first quarter of 2008 and 4.5
million pounds in the second quarter of 2007. The Thompson Creek Mine produced
4.0 million pounds in the second quarter, up from 3.6 million pounds in the
first quarter and 2.3 million pounds in the second quarter of 2007. The
Company's 75% share of Endako Mine's production was 2.2 million pounds in the
second quarter, compared with 2.0 million pounds in the first quarter and
2.1million pounds in the second quarter of 2007.
The production amounts reflect molybdenum produced at the Thompson Creek and
Endako mines but do not include molybdenum purchased from third parties,
roasted and sold by the Company.
The weighted-average cash operating expense for molybdenum from the Company's
mines that was sold during the period was $7.49 per pound in the second
quarter, compared with $10.54 per pound in the first quarter and $5.66 per
pound in the second quarter of 2007. At the Thompson Creek Mine, the average
cash operating expense related to sales was $7.83 per pound, compared with
$11.33 per pound in the first quarter and $5.05 per pound in the second
quarter of 2007. The Endako Mine's average cash operating expense related to
sales was $6.99 per pound in the second quarter, compared with $9.41 per pound
in the first quarter and $6.92 per pound in the second quarter of 2007.

First-Half Financial Results

The Company's revenues were $498.7 million in the first six months of 2008,
compared with $515.7 million a year earlier. Volume of molybdenum sales in the
first half of 2008 was 15 million pounds, down 19.4% from 18.6 million pounds
in the first half of 2007. Sales in the 2008 first half were negatively
affected by lower production at the Company's mines in the fourth quarter of
2007 and an inventory buildup in the second quarter of this year due to
scheduled roaster shutdowns. At the beginning of 2007, a greater volume of
product inventory was available which allowed for greater sales in the first
quarter of that year.
The decline in sales volume was offset to a degree by a rise in the Company's
average realized price on molybdenum sales to $32.69 per pound in the first
half of 2008, up 21.4% from $26.93 per pound in the first half of 2007.
After the deduction of operating, selling, marketing, depreciation, depletion
and accretion costs, the Company generated income from mining and processing
operations totaling $182.7 million in the first half of 2008, compared with
$192.2 million a year earlier.
Net income in the first half was $107.2 million or $0.93 per basic and $0.82
per diluted common share, compared with $104.5 million or $0.97 per basic and
$0.88 per diluted share in the first half of 2007. The per-share figures are
based on a weighted-average number of shares outstanding of 115,180,000
(basic) and 131,079,000 (diluted) in the first half of 2008 versus 107,258,000
(basic) and 118,789,000 (diluted) in the first half of 2007.
Net income and earnings from mining and processing operations in the first
half of 2007 were negatively affected by the inclusion in operating expenses
of a non-cash acquisition expense related to the inventory portion of the
purchase price adjustment associated with the Company's purchase of Thompson
Creek Metals Company USA in October 2006. This non-cash expense amounted to
$29.6 million in the first quarter of 2007.
Cash flow from operating activities was $126.3 million in the first half of
2008, compared with $105.4 million in the first half of 2007.
The Company's mines produced 11.8 million pounds of molybdenum in the first
half of 2008, up from 9.9 million pounds a year earlier. The Thompson Creek
Mine produced 7.6 million pounds in the first half of 2008, compared with 6.2
million pounds a year earlier. The Company's 75% share of Endako Mine's
production was 4.2 million pounds in the first half of 2008, compared with 3.7
million pounds in the first half of 2007.
The weighted-average cash operating expense for molybdenum from the Company's
mines that was sold during the first half of 2008 was $8.89 per pound,
compared with $7.44 per pound in the year earlier period. At the Thompson
Creek Mine, the average cash operating expense related to sales was $9.40 per
pound in the first half of 2008, compared with $7.43 per pound a year earlier.
The Endako Mine's average cash operating expense related to sales was $8.11
per pound in the first half of 2008, compared with $7.46 per pound a year
earlier.

Outlook

Sales prices have remained in excess of $30 per pound during 2008 and are
expected to remain at approximately these levels for the remainder of the
year.
The Company sold 8.9 million pounds of molybdenum from its own mines in the
first half of 2008 and currently expects to sell approximately 22 million
pounds in all of 2008.
Overall, operating expenses per pound have decreased over each of the past
three quarters and are expected to decrease further in the last half of 2008
as sales volumes of the Company's mined material increase. The Thompson Creek
Mine is well into Phase 6 and grades continue to increase as mining advances
toward the core of the ore body. Both the Thompson Creek Mine and the Endako
Mine have acquired new haul trucks in the current year to better ensure that
planned production and stripping are realized. The move of the Endako in-pit
crusher from the Endako Pit to the Denak West Pit area is on schedule and will
be operational in the fourth quarter of 2008.
The Company remains on target for its previously announced planned molybdenum
production volumes (Thompson Creek Mine - 16.5 to 17.0 million pounds; Endako
Mine (75% share) - 6.5 to 7.5 million pounds) for 2008. In addition, oxide
production costs are better than or on track with previous guidance for the
year (Thompson Creek Mine - $6.00 to $6.50 per pound; Endako - $9.50 to $10.25
per pound). In the six months ended June 30, 2008, the oxide production costs
at Thompson Creek Mine were $7.53 per pound and at the Endako Mine were $8.00
per pound. Oxide production costs include the costs to produce molybdenum
oxide at each mine. For Thompson Creek Mine, which only produces sulphide on
site, oxide production costs include an allocation of roasting costs incurred
at the Langeloth facility to roast Thompson Creek Mine material from sulphide
to oxide. Oxide production costs differ from cash operating expenses reported
in the preceding paragraphs of this news release as they do not include
adjustments for opening and closing inventory amounts for the period nor do
they include additional costs related to the production of downstream products
produced by the Company such as ferromolybdenum.
Thompson Creek and the other joint venture participant in the Endako Mine
approved the expansion project during the first quarter of 2008, and the
project has commenced with detailed engineering and the ordering of major mill
equipment. The Company's share of expansion capital expenditures is expected
to be C$280.0 million over the period 2008 to 2010. Cash flows generated from
the sale of planned production and anticipated strong market prices for
molybdenum are expected to meet the Company's cash requirements for operations
and capital expenditures.
Mineral reserves were recalculated and increased at both operating mines
during 2007 using a long-term price of $10.00 per pound for molybdenum sales.
Development drilling and reserve analysis is continuing at the Thompson Creek
Mine to complete the second stage of its mineral reserve study which is
expected to further increase reserves and mine life. The Company also plans to
conduct exploration drilling on the Endako Mine property outside of the
existing pits.
The environmental application for the Davidson Project has been submitted to
the regulatory authorities. A decision on the application is expected in the
first quarter of 2009.
Additional information on the Company's financial position is available in
Thompson Creek's Financial Statements and Management's Discussion and Analysis
for the period ended June 30, 2008, which will be filed with SEDAR
(www.sedar.com) and posted on the Company's website
(www.thompsoncreekmetals.com).

Conference call and webcast

Thompson Creek will hold a conference call for analysts and investors to
discuss its second quarter 2008 financial results on Friday, August 8, 2008 at
8:30 a.m. (Eastern).
Kevin Loughrey, Chairman and Chief Executive Officer, and Derek Price, Chief
Financial Officer, will be available to answer questions during the call.
To participate in the call, please dial 416-644-3432 or 1-866-250-4665 about
five minutes prior to the start of the call.
A live audio webcast of the conference call will be available at
www.newswire.ca and www.thompsoncreekmetals.com.
An archived recording of the call will be available at 416-640-1917 or
1-877-289-8525 (Passcode 21278956 followed by the number sign) from 10:30 a.m.
on August 8 to 11:59 p.m. on August 15. An archived recording of the webcast
will also be available at Thompson Creek's website.

About Thompson Creek Metals Company Inc.

Thompson Creek Metals Company Inc. is one of the largest publicly traded, pure
molybdenum producers in the world. The Company owns the Thompson Creek
open-pit molybdenum mine and mill in Idaho, a metallurgical roasting facility
in Langeloth, Pennsylvania, and a 75% share of the Endako open-pit mine, mill
and roasting facility in northern British Columbia. Thompson Creek is also
permitting the Davidson Deposit, a high-grade underground molybdenum project
near Smithers, B.C. The Company has approximately 800 employees. Its principal
executive office is in Denver, Colorado, and it has other executive offices in
Toronto, Ontario and Vancouver, British Columbia. More information is
available at www.thompsoncreekmetals.com.

Cautionary Note Regarding Forward-Looking Statements
----------------------------------------------------


This news release contains "forward-looking information" within the meaning of
the United States Private Securities Litigation Reform Act of 1995 and
applicable Canadian securities legislation which may include, but is not
limited to, statements with respect to the timing and amount of estimated
future production. Often, but not always, forward-looking statements can be
identified by the use of words such as "plans", "expects", "is expected",
"budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or
"believes" or variations (including negative variations) of such words and
phrases, or state that certain actions, events or results "may", "could",
"would", "might" or "will" be taken, occur or be achieved. Forward-looking
statements involve known and unknown risks, uncertainties and other factors
which may cause the actual results, performance or achievements of Thompson
Creek and/or its subsidiaries to be materially different from any future
results, performance or achievements expressed or implied by the
forward-looking statements. Such factors include those factors discussed in
the section entitled "Risk Factors" in Thompson Creek's current annual
information form which is available on SEDAR at www.sedar.com and is
incorporated in its Annual Report on Form 40-F filed with the United States
Securities and Exchange Commission which is available at www.sec.gov. Although
Thompson Creek has attempted to identify important factors that could cause
actual actions, events or results to differ materially from those described in
forward-looking statements, there may be other factors that cause actions,
events or results to differ from those anticipated, estimated or intended.
Forward-looking statements contained herein are made as of the date of this
news release and Thompson Creek does not undertake to update any such
forward-looking statements, except in accordance with applicable securities
laws. There can be no assurance that forward-looking statements will prove to
be accurate, as actual results and future events could differ materially from
those anticipated in such statements. Accordingly, readers are cautioned not
to place undue reliance on forward-looking statements.
Readers should refer to Thompson Creek's current annual information form which
is available on SEDAR at www.sedar.com and is incorporated in its Annual
Report on Form 40-F filed with the SEC which is available at www.sec.gov and
subsequent continuous disclosure documents available at www.sedar.com and
www.sec.gov for further information on mineral reserves and mineral resources,
which is subject to the qualifications and notes set forth therein.


Consolidated Balance Sheets
(US dollars in millions - Unaudited)

June 30 December 31
2008 2007
Assets
Current assets
Cash and cash equivalents $ 79.3 $ 113.7
Accounts receivable 109.3 84.1
Product inventory 117.0 131.3
Material and supplies inventory 38.5 32.9
Prepaid expense and other current assets 3.8 4.6
Income and mining taxes recoverable - 13.4
------------ ------------
347.9 380.0
Other assets 2.0 2.4
Restricted cash 13.9 10.0
Reclamation deposits 27.2 26.8
Property, plant and equipment 584.8 566.8
Goodwill 122.3 123.7
------------ ------------

$ 1,098.1 $ 1,109.7
------------ ------------
------------ ------------
Liabilities
Current liabilities
Accounts payable and accrued liabilities $ 53.1 $ 60.4
Acquisition cost payable - 100.0
Income and mining taxes payable 2.8 -
Current portion of long-term debt 3.3 67.2
Future income and mining taxes 10.0 6.4
------------ ------------
69.2 234.0
Long-term debt 2.1 170.2
Contractual sales obligations 8.6 9.7
Severance and other liabilities 21.3 20.3
Asset retirement obligations 27.4 26.4
Future income and mining taxes 150.2 161.5
------------ ------------
278.8 622.1
------------ ------------
Shareholders' Equity
Common shares 494.6 268.1
Common share warrants 35.0 35.0
Contributed surplus 33.8 26.5
Retained earnings 237.0 129.8
Accumulated other comprehensive income 18.9 28.2
------------ ------------
819.3 487.6
------------ ------------

$ 1,098.1 $ 1,109.7
------------ ------------
------------ ------------



Consolidated Statements of Income
(US dollars in millions, except per share amounts - Unaudited)

Three months ended Six months ended
June 30 June 30
2008 2007 2008 2007

Revenues
Molybdenum sales $ 239.6 $ 241.3 $ 489.8 $ 502.0
Tolling and
calcining 4.3 6.5 8.9 13.7
------------ ------------ ------------ ------------
243.9 247.8 498.7 515.7
------------ ------------ ------------ ------------
Cost of sales
Operating expenses 125.7 127.8 292.3 289.5
Selling and
marketing 2.5 3.5 5.0 5.1
Depreciation,
depletion and
amortization 9.9 12.0 17.6 28.1
Accretion 0.4 0.4 1.1 0.8
------------ ------------ ------------ ------------
138.5 143.7 316.0 323.5
------------ ------------ ------------ ------------

Income from mining
and processing 105.4 104.1 182.7 192.2

Other (income)
expenses
General and
administrative 5.7 3.7 9.1 6.8
Exploration and
development 0.3 2.3 1.3 4.2
Interest and
finance fees 8.1 9.7 14.8 27.6
Stock-based
compensation 6.5 5.8 8.2 8.4
Interest income (0.8) (2.3) (1.6) (4.2)
Other (2.1) 1.9 (2.8) 1.4
------------ ------------ ------------ ------------
17.7 21.1 29.0 44.2
------------ ------------ ------------ ------------

Income before income
and mining taxes 87.7 83.0 153.7 148.0

Income and mining
taxes (recoverable)
Current 25.5 34.0 51.0 71.8
Future 1.8 (7.8) (4.5) (28.3)
------------ ------------ ------------ ------------
27.3 26.2 46.5 43.5
------------ ------------ ------------ ------------

Net income $ 60.4 $ 56.8 $ 107.2 $ 104.5
------------ ------------ ------------ ------------
------------ ------------ ------------ ------------

Net income per share
Basic $ 0.52 $ 0.51 $ 0.93 $ 0.97
------------ ------------ ------------ ------------
------------ ------------ ------------ ------------
Diluted $ 0.45 $ 0.45 $ 0.82 $ 0.88
------------ ------------ ------------ ------------
------------ ------------ ------------ ------------



Consolidated Statements of Cash Flows
(US dollars in millions - Unaudited)

Three months ended Six months ended
June 30 June 30
2008 2007 2008 2007

Operating Activities
Net income $ 60.4 $ 56.8 $ 107.2 $ 104.5
Items not affecting
cash:
Depreciation,
depletion and
amortization 9.9 12.0 17.6 28.1
Accretion 0.4 0.4 1.1 0.8
Amortization of
finance fees 4.8 1.6 5.4 6.4
Stock-based
compensation 6.5 5.8 8.2 8.4
Future income and
mining taxes 1.8 (7.8) (4.5) (28.3)
Unrealized gain on
derivative
instruments (2.4) (0.6) (1.4) (1.4)
Change in non-cash
working capital (18.5) (67.8) (7.3) (13.1)
------------ ------------ ------------ ------------
Cash generated by
operating
activities 62.9 0.4 126.3 105.4
------------ ------------ ------------ ------------

Investing Activities
Property, plant and
equipment (20.5) (3.0) (28.6) (5.6)
Deferred stripping
costs (10.1) (8.8) (12.9) (15.6)
Restricted cash (1.5) (1.0) (3.9) (1.4)
Reclamation deposit (0.3) (0.2) (0.5) (0.8)
Acquisition cost - - (100.0) -
------------ ------------ ------------ ------------
Cash used in
investing
activities (32.4) (13.0) (145.9) (23.4)
------------ ------------ ------------ ------------

Financing Activities
Proceeds from issuance
of common shares, net 223.4 38.5 223.8 43.7
Repayment of long-term
debt (220.0) (50.3) (237.4) (133.5)
------------ ------------ ------------ ------------
Cash provided by
(used in)
financing
activities 3.4 (11.8) (13.6) (89.8)
------------ ------------ ------------ ------------

Effect of exchange rate
changes on cash and
cash equivalents (2.1) 4.3 (1.2) 4.1
------------ ------------ ------------ ------------

Increase (decrease) in
cash and cash
equivalents 31.8 (20.1) (34.4) (3.7)

Cash and cash
equivalents, beginning
of period 47.5 114.5 113.7 98.1
------------ ------------ ------------ ------------
Cash and cash
equivalents, end of
period $ 79.3 $ 94.4 $ 79.3 $ 94.4
------------ ------------ ------------ ------------
------------ ------------ ------------ ------------


SOURCE Thompson Creek Metals Company Inc.

Wayne Cheveldayoff, Director of Investor Relations, Thompson Creek Metals
Company Inc., Tel: [phone], Toll free: 1-800-827-0992,
[e-mail]; Dan Symons, Renmark Financial Communications Inc.,
Tel.: [phone], [e-mail]

[Boersenkrieger]

Antwort auf Beitrag Nr.: 34.678.144 von uprock am 07.08.08 23:51:40

naja ein guter producer hat eben seinen preis. und warum auch jetzt eine übernahme anpeilen ? genco z.b. gibt´s bestimmt nochmal 30% billiger so wie der markt drauf ist. so lange sich an der nachrichtenlage nichts ändert gibt´s keine eile. ausser dass die auswahl mit der zeit kleiner werden könnte, sprich andeer zuvor kommen

[uprock]

Antwort auf Beitrag Nr.: 34.678.285 von Honeymoon am 08.08.08 00:08:33

1.Is scho klar ...


2.Genau das meine ich mit "gekniffen". Abschreiben ist angesagt, wenn die ja nun einmal im Ergebnis nicht sicher vorhersehbaren Investitionen für E&D nicht zum gewünschten Erfolg führen. Die Frage ist dann immer, ob sich der Markt ein Quartalsergebnis genau genug ansieht, um festzustellen, warum ein eigentlich gut dastehender Laden vielleicht doch mal wieder durch Einmaleffekte zwischenzeitlich ins Minus rutscht.

Aber ich glaube, wir haben das jetzt...


3.Ich fand Deine 150 Mio $ eigentlich durchaus realistisch für das, was Du Dir dafür so vorgestellt hast. Hab gerade heute noch eine Untersuchung neuesten Datums gelesen, wo im Goldbereich für Projektentwicklung derzeit rund 50 USD / uz kalkuliert werden. Dann rechne mal um auf FR und "Dein" Programm. Ob das auf einmal in den Markt kommuniziert würde, oder nicht - die Vorstellung, dass FR im jetzigen Stadium ein solches Investmentprogramm planen könnten, statt im von mir bevorzugten Sinn auf Kurssteigerungen hinzuarbeiten, finde ich etwas beängstigend.

Ich bringe die 150 Mio nicht, um Dich zu nerven. Gut, werde mir die Zahl also künftig schenken. Ich stosse mich aber von Zeit zu Zeit an der hier von Dir manchmal verbreiteten, m.E. zu eindimensionalen Development-Begeisterung und Deinen ab und an etwas überzogen euphorischen Prognosen für den ganzen Laden. Du hast damit hier im Thread im Lauf der Jahre schon einige Begeisterungswellen losgetreten, die dann vom Aktienkurs sehr bald wieder auf den Boden zurpckgeholt wurden. Manche Leute investieren aber ua.aufgrund solcher Stimmungen. Nicht Deine Schuld, schon klar... Denke nur, etwas mehr Vorsicht und Orientierung auf Kurz- und Mittelfrist wären manchmal angebrachter.

Schätze ansonsten natürlich Deine Begeisterung für FR und die von Dir eingebrachte Sachkenntnis.

Die klare, positive Reaktion des Marktes auf die letzten Q-Zahlen muss mir wohl entgangen sein. Wenn Du damit das bisschen relativer Stärke von FR in letzter Zeit meinst, dann hast Du Recht.

Nun, mag sein, dass der Kurs ohne die 2 Cents Profit heute 0.40 $ tiefer stünde. Wenn ich's mir recht überlege, dann lastet auf der Aktie (und verhindert eine wirklich massive Kursreaktion auch bei guten Zahlen) vor allem wohl neben dem Sentiment das Misstrauen des Marktes in KN und seine Fehlprognosen. Ein Punkt, den Neumeyer im Morgan-Interview bei seiner Jammerei über den Sharepreis leider unterschlagen hat! Bis auf weiteres ist also "show me mode"-Abschlag noch angesagt.

In dem Punkt KN-Fehlprognosen sind wir uns ja mal einig ...


Hat Dir Neumeyer übrigens wegen der Warrants geantwortet?