GMK Norilsk Nickel 676683 heute -18%

At 12:30 Moscow time on Friday, Norilsk Nickel rose
almost 2 percent,
http://top.rbc.ru/english/index.shtml?/news/.../02/02142254_bod.shtml  

http://www.rts.ru/?id=3091&code=GMKN  bid und ask
http://www.rts.ru/?tid=463&mtid=10000  Kurse heute  

bin seit 3 Wochen in Kambodscha unterwegs und habe nur selten einen vernueftigen I-net Zugang. Heute habe ich nun endlich das Glueck mal wieder in mein Depot zu schauen. Insgesamt ja alles ganz positiv, bis auf NN. Habe auch schon in mein Onlinedepot geschaut, da finden sich aber noch keine Polyus-Anteile. Wie sieht es bei euch aus? waere ueber eine kurze zusammenfassung sehr dankbar.

Viele Gruesse n1608  

die Polyusanteile werden erst eingebucht sobald Polyus an der Börse notiert ist...im
März oder April hiess es auf der Homepage irgendwo
http://www.polyusgold.com/eng/
http://www.nornik.ru/en/
die Einschätzung des Wertes von Polyus schwankt zwischen 6-7$ bei Aton und 20$ bei ner anderen russischen Finanzfirma  

Die Russen brauchen eben ein bisschen Zeit. Aber wenn die Zündschnur erst einmal Feuer hat, ist es nur noch eine Frage der Zeit.

NN in FFM: 66,50  

Ich werds schon nicht bereuen ;)  

geplant (ob man das glauben soll??)

Die Information über eine mögliche Übernahme des Bunt- und Edelmetallproduzenten "Norilsk Nickel" vom russischen Staat ist in den zuständigen Ministerien offiziell dementiert worden.

Wie die britische "The Times" am vergangenen Samstag unter Berufung auf in Moskau tätige angesehene Bankers berichtete, "kann der Staat in den nächsten zwei Jahren das Hüttenunternehmen ‚Norilsk Nickel' wieder unter seine Kontrolle bringen". Nach Quellen in der britischen Zeitung wird für den Kauf höchstwahrscheinlich das staatliche Diamantenmonopol ALROSA genutzt, dem ein Kredit eingeräumt werden solle.
"Dem russischen Finanzministerium sind solche Pläne nicht bekannt, und der Leiter der Behörde und Vorsitzende des Aufsichtsrates der Aktiengesellschaft ALROSA, Alexej Kudrin, hatte früher mehrmals solche Berichte, wie der in ‚The Times', zurückgewiesen", sagte der Sprecher des Finanzministers, Gennadi Jeschow, am Montag in einem RIA-Novosti-Gespräch.

Wie ein leitender Mitarbeiter des russischen Ministeriums für Wirtschaftsentwicklung und Handel der RIA Novosti mitteilte, "hat die Regierung keine solchen Pläne".

Der Zeitungsbericht wurde auch im Ministerium für Industrie und Energiewirtschaft nicht bestätigt. (RIA)  

ist der Markt sich nicht einig, was man von den Gerüchten halten soll. Positiv? Oder doch negativ?  

einmal stabilisiert haben! Immerhin ;)  

12:08 GMT, Jan 18, 2006

Norilsk, Alrosa shareholders discussed merger

    MOSCOW.  Jan  18  (Interfax)  -  Shareholders  in Arctic mining and
smelting  giant  MMC  Norilsk Nickel (RTS: GMKN) and Alrosa (RTS: ALRS),
Russia's  Yakutia-based  diamond  monopoly,  have  discussed  a possible
merger, Alexander Khloponin, governor of the Krasnoyarsk territory, said
on local radio.
    "There  was a meeting at which the idea of a merger between Norilsk
Nickel and Alrosa was discussed, but no concrete decisions have yet been
reached.   The   issued  has  been  discussed  once,  at  the  level  of
shareholders,"  said  Khloponin, a former top-manager at Norilsk Nickel.
"These are  absolutely  different  companies,  and  one  of them must go
through  the international standards compliance procedure. So there's no
prospect of a merger on the near future," Khloponin said.
    Khloponin  unveiled  a  possible  merger  scheme.  "Shareholders of
Alrosa,  on  the  one  hand,  and  Norilsk  Nickel,  on  the  other, are
discussing,  at various levels, including at the levels of the companies
themselves,  possible  approaches to a merger in which 25% of the merged
company  would  remain  state-owned  and  the shareholders would own the
other 75%," Khloponin said.
    Norilsk  Nickel's  share  prices started grow within minutes of the
news that  the merger discussion took place. This was the first official
acknowledgement  of  rumors  of a merger, which have been circulating on
the market  for  several  months.  Neither  company  was willing to make
official  comment  on the information. "This information is in the rumor
category  and  we don't comment on rumors," Sergei Chernitsyn, Norilsk's
PR manager,  told  Interfax.  Interfax  was  unable to obtain additional
comment from Khloponin himself.
    Norilsk  Nickel's  share  prices  went  up  1.2% on the MICEX Stock
Exchange  to  2,184  rubles  from  2,159  rubles  a  share by 1.30 p.m.,
although this was still 0.7% lower than Tuesday's closing price.
    Analysts  welcomed  Khloponin's suggestion that the state might own
25% and shareholders the other 75% of a merged company.
    "This  option could suit everybody, both strategically and from the
point of  view of risks, because the company would stay privately owned,
and the  oligarch-related  risks would be eliminated," an analyst at one
investment bank told Interfax.
    Other  analysts  said they'd need more information such as the cost
of the merger  in  order  to assess the transaction. They also said that
Alrosa would need to become more transparent in order to merge.
    Leading  rating  agencies  have  said  that an upgrade in Norilsk's
ratings  is  still being hampered by long-term political (in other words
oligarch-related) risks.
    Experts  have  said  they  think that the state, which owns Alrosa,
could gain  control of Norilsk Nickel in a year or two, when the company
has been  reorganized.  Norilsk  is  currently  spinning its Polyus gold
mining off  arm  and expects to complete this operation in the spring of
2006.
    The  federal  government  is  increasing  its interest in Alrosa to
controlling, and expects to accomplish this by the fall of 2006.
    Britain's  Times  newspaper  quoted  unnamed  sources  this week as
saying that  the  state  could  buy  back Norilsk Nickel in the next two
years via a leveraged buyout, using Alrosa. The Times quoted the head of
investment banking at one Moscow bank as saying that "very senior levels
at Alrosa are considering the acquisition."
    The  paper  also  quoted  Charles Ryan, chief executive of Deutsche
Bank UFG,  as  saying: "[Vladimir] Potanin [one of Norilsk's two biggest
shareholders] might well think it's time to invest his money elsewhere."
Ryan noted  that  Norilsk  is being split into two companies, the nickel
company  and  a  separate  gold  company called Polyus, which has assets
abroad,  the newspaper said. Ryan suggested that Potanin could choose to
concentrate on the latter concern, the paper said.
    The  Times said that Potanin's options are limited if he is looking
to sell Norilsk Nickel. The paper said Potanin is unlikely to be able to
sell Norilsk  to  a foreign company, and that a takeover by Alrosa would
not be easy  as  the  company  is smaller than Norilsk and would be hard
pressed to find the cash to buy it, if it paid market price.
    Norilsk,  the  world's  biggest  nickel  and  platinum-group metals
producer  and  Russia's  biggest gold producer, had IAS revenue of $7.03
billion  and  net  profit of $1.83 billion in 2004. Potanin, head of the
Interros holding, and Mikhail Prokhorov, Norilsk's general director, are
the company's main beneficiaries.
    Alrosa  mines  23%  of  the  world's diamonds. The Russian Property
Agency currently owns 37% of Alrosa, the Yakutia Property Ministry holds
32% and  eight  districts  in  Yakutia  own  8%.  According  to official
information, the company's employees own 23% of Alrosa.  

zwar nur 2,3% Gewinn (aber bei hohen Stückzahlen auch ok). Irgendwie dauert mir das Rätselraten zu lange.

Meine alte Ur-Position halte ich weiter.  

wenn man die tiefen Temps in Russland bedenkt - verlangsamt wohl die sonst eh schon
durch vodka langsame Köpfen noch weiter gg
+3,36% aktuell  

wollte unbedingt noch bei Lukoil rein. Für heute gesehen ein schmerzlicher Fehler. Aber meine Urposition  läuft wenigstens mit. Bleib dran - und pass gut auf.  

 

empfiehlt gestern (18.1.) "overweight" für russische Aktien  

themoscowtimes.com
Thursday, January 19, 2006. Issue 3334. Page 1.

Khloponin Talks Up Norilsk-Alrosa Merger

By Yuriy Humber
Staff Writer
Speculation over a government-led plan to merge metals giant Norilsk Nickel with partly state-owned diamond producer Alrosa gained momentum on Wednesday as the former head of Norilsk, Alexander Khloponin, confirmed talks had taken place.

The possibility of a merger has attracted much attention in recent weeks and has been interpreted as a state move to gain greater control over the metals sector, which saw a run of murky privatizations in the 1990s.

In addition to confirming talks between the companies, Khloponin, who is now governor of the Krasnoyarsk region, said the deal was being closely monitored by the Kremlin.

"Believe me, today the president and the government are strictly controlling the situation," Khloponin said, adding that "no attempts to sell [Norilsk] assets abroad will take place."

Both Norilsk Nickel and Alrosa declined to comment. A number of market watchers said Khloponin's comments had been used to manipulate Norilsk's stock price.

Officials at the Finance Ministry -- whose head, Alexei Kudrin, is also Alrosa board chairman -- said they were at a loss to comprehend what shareholder negotiations Khloponin was referring to.

"In the Finance Ministry, such initiatives were not discussed, nor in other ministries, as far as I am aware," Andrei Saiko, a spokesman for the Finance Ministry, said Wednesday.

Shares in Norilsk fell by 1.2 percent on MICEX on Wednesday, marking a 15 percent drop since the start of the year.

Vielleicht übernimmt der Staat ja doch - sieht so aus als ob der Markt das aber nicht übel findet hmmm.
Wenns so lauft wie bei Gazprom - ich hab nichts dagegen!!  

Wollte gerade schreiben ist und dann das gg.  

Eigene Grundsätze nicht einzuhalten und Gewinne nicht laufen zu lassen. Blöd gelaufen für mich. Der Großteil der Gewinne ist mir durch voreiliges Handeln entgangen. Also ein Lehrstück im neg. Sinne.

 

awas: Lukoil ist doch auch ganz schön gelaufen.

und zu Norilsk, die Kränchen laufen wieder gg

10:23 GMT, Jan 20, 2006 Latest Headlines...
Key Norilsk port returns to normal after severe temperature drop

    MOSCOW.  Jan  20  (Interfax) - MMC Norilsk Nickel's (RTS: GMKN) key
port in  Dudinka  has  now  returned  to  normal  after  abnormally  low
temperatures  disrupted  its  operations,  the  port administration told
Interfax.
    Restrictions had to be imposed on the use of cranes as temperatures
plummeted  to between 40 and 50 below zero on the Taimyr Peninsula. This
reduced the amount of cargo being shipped.
    Norilsk  Nickel's  Arctic  Branch said it did not expect the severe
cold to disrupt the overall schedule of works or navigation in general.
    The  temperature  in  the  region has now risen to 19 degrees below
zero.
    "All restrictions on cargo handling have been lifted. And ships are
being loaded  on  schedule.  Four  ships  are  currently  being loaded,"
Norilsk  Nickel's press office said. "Things have returned to normal. Of
course the  severe  cold  disrupted  the  port's operations, but it will
fulfill its plan and everything is now going to schedule.
    It  would  appear  that  consumers  have  not been affected either.
Viktor Morozov,  general  director  or Murmansk Commercial Seaport (RTS:
MSCP), told  Interfax that shipments from Dudinka did not decline in the
period.

RTS$#&: GMKN, MSCP  

15:41 GMT, Jan 24, 2006

Interros cuts stake in Norilsk Nickel to 0.2%

    MOSCOW.  Jan  24  (Interfax)  -  Interros  has reduced its stake of
common shares  in Norilsk Nickel (RTS: GMKN) to 0.2% from 6.79%, Norilsk
Nickel said in a press release.
    However,  the  Invest  holding  company  has increased its stake in
common shares to 6.59% from zero, the release says.
    "This  is  an  internal  transaction  at the Interros group and the
stakes of  Vladimir Potanin and Mikhail Prokhorov, Norilsk Nickel's main
shareholders,   remain  unchanged,"  a  Norilsk  Nickel  spokesman  told
Interfax.

rm

RTS$#&: GMKN  

Was ist das? Ein Aprilscherz? Raus/Rein?  

april ist noch ein bischchen weit weg gg  

alles eher gut als schlecht sieht!!  

hat sich als richtig herausgestellt.

Nach dem Ausbruch am 19.01. (Posting # 64) war der weitere Uptrend beschlossene Sache. Schade, dass ich teilverkauft habe. Aber ist schon ok.

Shaker: wenn Du mit mehr reingegangen bist, solltest Du Dir langsam eine eigene, fundierte Meinung über NN machen. Für meinen Teil bin ich, was NN betriff, extrem bullish - langfristig.  

solange sie nicht unter meinen EK wert von 65 fällt bin auch ich "extrem" bullish - anderenfalls - furt damit!