Thompson Creek Metals (Blue Pearl Mng)

Wir wollen ja nichts überstürzen

Ob CAD oder EUR

Mister "dausend" wäre sicher neidisch auf meine TCM Performance von 182,75 % seit 12.2008

Kann so weiter gehen. Die DAUSEND in 2010 kann ich locker und entspannt abwarten  

nennenswerte Widerstand liegt im Bereich von 13 CAD und den müssen wir erst einmal knacken. Die Indikatoren laufen langsam heiss, und der jüngste Kursanstieg ging mit sinkenden Volumina einher. Aber noch stimmt der Kurs! Schau mer mal....

da haste recht,gilt aber nicht nur für unsrere perle,auch DOW,DAX & Co zeigen das gleiche bild.
ich glaube für positionen die dieses jahr gekauft wurden kommt langsam die zeit der ernte......meine long und somit steuerfreie posi bleibt noch länger im depot und reift :-))
aber wie du schon sagst,schaun mer mal ;-)

wenn ich mir den gestrigen Kursverlauf so anschaue, könntest Du mit Deiner Vermutung leider richtig liegen.
Aber was soll's, ich bin und bleibe long und lasse mich auch von derzeitigen und künftigen Rücksetzern, die ja unvermeidlich sind, nicht aus der Ruhe bringen.

lg,
Rainer  

Hey Ihr beiden,

ich muss sagen, dass ich das doch ein wenig anders sehe.
Ich bin schon ziemlich lange hier an der Perle dran (schon damals noch aus Zeiten wo sie vom "Mehlwurm"
empfohlen wurde.
Da hatte sie den Stand ungefähr so wie heute.
Auf der Startseite steht dann heute als Performance seit thread beginn 17 % .
Ich persönlich habe dann gestern den Rücksetzer als Einstieg genutzt.
Niemand schafft es beim Tieststand zu kaufen und im Höchststand zu Verkaufen.
Aber man kann etwas auf sicherheit gehen!
Die ist bei diesem Kurs gegeben.
Wenn Ihr seit 12/2008 180% gemacht habt, habt ihr das getan wo der Wert Insolvenzniveau hatte.
Bei 6 € hat man sicherheit und steigt gerade mal 17% über threadbeginn ein.
Wenn man die Krisenzeit unberücksichtig lässt, würde ich den aktuellen Kurs als TIEFSTSTAND bezeichnen und
es nicht für unrealistisch halten, dass wir im AUG/septemper schon wieder 100% vom Stand heute
entfernt sind.
Fazit: klares Kauf bzw. sogar Zukaufpotenzial  

wir hatten schon härteren seegang überstanden ;-)

@tenbagger....die alte mehlschabe hier bei namen zu nennen oder nur zu erwähnen steht unter strafe ;-)
ja,dat waren noch zeiten,bin auch schon seit 2006 dabei.....und das durchgehend ;-)
kann sein das ich mich falsch ausgedrückt habe,ich war bekenneder LONGI,aber dank der neuen besteurerung und der wirtschaftskrise hab ich meine anlagestrategie ein wenig geändert.
meine long posi von TCM bleibt auch bis auf weiteres im depot,denke mal so 15-18€,zeit ist bei der posi nicht von bedeutung,aber meine traids werden jetzt früher aufgelöst.da steuerliche vorteile nicht mehr gelten,hat sich auch meine haltwertzeit drastisch verkürzt.....teufelszeug im schnitt 10-15 tage und aktien bis 3-6 monate,diese kommen aber wöchentlich auf den prüfstand.....sicher ist sicher ;-)

na ja,hab da noch etwas im WWW gefunden,wenn auch nicht wirklich neues für uns alten moly hasen,aber wat solls ;-)

Molybdenum prices rising continuously for 2 weeks
Monday, 25 May 2009

Molybdenum prices have risen continuously for the last 2 weeks. Dealers' price of molybdenum oxide has risen to a level of USD 8.80 per lb of Mo as its higher side and approached USD 9.00. The market prices of molybdenum have turned to a basic tone to recover.

Spot price of molybdenum oxide prevailed in the middle of April had fallen to the lowest level of USD 7.70 per lb of Mo by which is going to bottom out. On the end September of 2008 when a crisis of the financial markets emerged suddenly price of molybdenum oxide was kept on a very high level of USD 33.50 per lb of Mo but thereafter, started to fall continuously for the last 7 months. The recent movements of price for molybdenum oxide suggested that funds speculated substantially in molybdenum.

Molybdenum prices are at last in the mood to bottom out but the present aspect is the first lowest and the parties concerned have different opinions in relation to a possibility of the second lowest. However, the price level of USD 7 to USD 8 per lb of Mo for molybdenum oxide is not payable for production cost at major mines and it has been viewed that the cost to produce molybdenum even at medium and small mines in Huludao district of China has to be higher than USD 10 per lb of Mo and the level of USD 7 to USD 8 is not profitable for these Chinese mines.

On the opportunity of stockpiling copper by China, copper price has rebounded from the late part of March in the international market and turned to a basic tone to recover. In the same case as that of copper, China has been positively importing molybdenum from the western markets since the beginning of 2009 and these active imports of molybdenum by China have now put an impact on molybdenum prices.

According to the customs-statistics released in China, a balance on the quantities of molybdenum exported and imported by China in January to March quarter of 2009 was as per the table attached hereto. Namely, China imported 7.69 million lbs on Mo content base of molybdenum in January to March quarter, which included 6.1 million lbs. of Mo in molybdenum oxide as shared approximately 80% of the whole import.

habs noch nicht gelesen,aber die überschrift sagt es ja schon ;-)


 Thompson Creek announces resignation of Chief Operating Officer

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

    TORONTO, June 5 /CNW/ - Thompson Creek Metals Company Inc. ("the
Company"), one of the world's largest publicly traded, pure molybdenum
producers, today announced that in conjunction with the closing of the
Company's Vancouver office, Ken Collison, Chief Operating Officer, has chosen
not to relocate to Denver and will be resigning from his position with the
Company later this year following the appointment of a successor.
    "I would like to express my appreciation to Ken for his contributions to
the operation of Thompson Creek Metals Company and for his continuing
assistance as we look for his successor," said Kevin Loughrey, Chairman and
Chief Executive Officer. "Ken has agreed to continue with the Company for a
transition period after a new Chief Operating Officer is appointed and he may
subsequently stay on longer in a consulting role to help with certain
projects."

    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 has two
high-grade underground molybdenum deposits, the Davidson Deposit near
Smithers, B.C., and the Mount Emmons Deposit near Crested Butte, Colorado. The
Company is continuing to pursue permitting of the Davidson Project and is
evaluating the Mount Emmons Deposit. The Company has approximately 750
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.


For further information: Wayne Cheveldayoff, Director of Investor Relations,
Thompson Creek Metals Company Inc., Tel: (416) 860-1438, Toll free:
1-800-827-0992, wcheveldayoff@tcrk.com; Dan Symons, Renmark Financial
Communications Inc., Tel.: (514) 939-3989, dsymons@renmarkfinancial.com

faaaaaaaalls wer aus seinen schlaf erwachen sollte,hier nen bissel wat zum lesen......und ich finde es hört sich gut an :-))
ansonsten noch nen ruhigen sonntag @ all ;-)


http://seekingalpha.com/article/...stock-to-strengthen-your-portfolio

Thompson Creek announces changes to 2009 operating plans

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

    TORONTO, June 8 /CNW/ - Thompson Creek Metals Company Inc. ("Company"),
one of the world's largest publicly traded, pure molybdenum producers, today
announced changes to its 2009 estimates for molybdenum sales, molybdenum
production and cash production costs.
    "In response to the recent improvements in the molybdenum market, the
Company is making operational adjustments at its mines that will result in
molybdenum production and sales in 2009 being approximately 10% higher than
previously announced estimates," said Kevin Loughrey, Chairman and Chief
Executive Officer.
    "These operational adjustments include the shortening of the planned
shutdown period this summer to two weeks from one month for the milling
operations at the Thompson Creek and Endako mines.
    "We will continue for the time being with the other main production
adjustment we announced in February 2009, namely the reduction in the Thompson
Creek mill operation to 70% of capacity (a 10 days on, four days off
schedule). However, we will be monitoring market conditions and we intend to
remain flexible and ready to adjust our production again in the future."
    The Company now expects production and sales of molybdenum from its own
mines will be in a range of 22 to 26 million pounds in 2009, up from previous
guidance of 20 to 24 million pounds.
    Molybdenum production at the Thompson Creek Mine is expected to be 16 to
18 million pounds (compared to previous guidance of 15 to 17 million pounds)
and the Company's 75% share of production at the Endako Mine is now estimated
at 6 to 8 million pounds (compared to previous guidance of 5 to 7 million
pounds).
    The Company's 2009 cash production costs are currently estimated in the
range of $5.75 to $7.00 per pound of molybdenum produced, down from a
previously estimated range of $6.25 to $7.25 per pound, with costs at the
Thompson Creek Mine expected to be approximately $5.50 to $6.50 per pound
(compared to previous guidance of $6.00 to $7.00 per pound) and costs at the
Endako Mine expected to be approximately $6.50 to $7.50 per pound (compared to
previous guidance of $7.00 to $8.00 per pound). This assumes a US$/Cdn$
exchange rate of 1.15 (compared to previous guidance of 1.20).
    The revised 2009 Thompson Creek Mine cash production costs include
approximately $30 million of stripping costs related to future planned
production phases, amounting to $1.65 to $1.90 per pound produced (compared to
previous guidance of $1.75 to $2.00 per pound produced). The 2009 Endako Mine
operating plan has minimal stripping costs. All costs estimates are in U.S.
dollars.
    Mr. Loughrey is scheduled to make a presentation at 11 a.m. Eastern on
Tuesday, June 9, 2009, to investors attending RBC Capital Markets' 2009 Global
Mining and Materials Conference in Toronto. A webcast of the presentation will
be available at www.thompsoncreekmetals.com and also at
http://www.wsw.com/webcast/rbc109/tcm.to/.

    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 has two
high-grade underground molybdenum deposits, the Davidson Deposit near
Smithers, B.C., and the Mount Emmons Deposit near Crested Butte, Colorado. The
Company is continuing to pursue permitting of the Davidson Project and is
evaluating the Mount Emmons Deposit. The Company has approximately 750
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.


For further information: Wayne Cheveldayoff, Director of Investor Relations,
Thompson Creek Metals Company Inc., Tel: (416) 860-1438, Toll free:
1-800-827-0992, wcheveldayoff@tcrk.com; Dan Symons, Renmark Financial
Communications Inc., Tel.: (514) 939-3989, dsymons@renmarkfinancial.com  

http://www.minenportal.de/...nc.-erhoeht-Produktionsplanung-fuer-2009  

dass bei diesem tollen Kurs alle sprachlos sind :-) immerhin 7,47 €.

http://www.reuters.com/article/marketsNews/...0938179620090609?rpc=44

 

Der Kurs überrascht mich nicht.
Den Wert des Papieres kennen wir ! Die Vergangenheit hat uns hier mindesten 15 € aufgezeit.
Die Krise hat uns nur unterbrochen und uns die Treppe wieder heruntergestoßen.
Selbst damals war für alle beteiligten eigentlich ein Kurs von 25 € kein Größenwahnsinn sondern ein gesunder
Wert den wir in diesen Falle "dank" der Krise ( denn ich hatte zu früh verkauft und konnte nun günstig wieder
einsteigen nicht erreicht haben.
Ich hatte ja oben bereits mal erwähnt, dass wir erst wieder am Anfang stehen.
und seit dem Posting von vor einer Woche 10% gemacht.

Meine Einschätzung und ich kann ja nur für mich sprechen :

bis 10 € ist das Papier ein spottbilliges total unterbezahlter Wert und zweistellig sind wir ab Ende Juli 09!
( Wie ist eure Sicht der Dinge?)  

Der selben Meinung bin ich auch das das Papier bei 10€ noch sehr günstig bewertet ist.
Da werden wir noch einen viel höheren Kurs sehen.

Gruß  

"TCM bei knapp 8€, ein Wahnsinn, aber ob dieser schnelle Anstieg so gesund ist? Sehe nach wie vor Widerstand bei 13 CAD...und was muss ich nach diesem tollen Anstieg lesen? Da werden schon zweistellige Kursziele in € bis Ende Juli genannt. Bei so viel Optimismus werde ich schon wieder vorsichtig...."

grüße auch von dem Eingeschlossenen (von Altona) :-)

von mir auch

rekiwi

...wo der molybdänpreis grad mal wieder bisschen wangenfarbe bekommt. aber was solls, zurücklehnen und geniessen und begiessen, wenn ich hier irgendwo den fluch-woisser-scheiss-piraten-alleswiederweg-rum finde....  

J.P. Morgan boosts molybdenum price forecast
Dahlman Rose disagrees, says supply expansion could cap prices

By Tom Stundza -- Purchasing, 6/10/2009 2:06:00 PM

Molybdenum prices have been moving higher over the last month and last week passed $10/lb in the U.S. spot market, but they still are 27% below the peak of mid-2008 as demand from steelmakers remains soft. Looking ahead, forecasts are mixed: Investment bank Dahlman Rose & Co. sees a loss of supplier discipline and a $10/lb annual average price in 2009, while J.P. Morgan Securities just boosted its forecast to $15.

J.P. Morgan analyst Mike Gambardella writes to clients today that he expects demand outside of Asia to begin to rebound in the fourth quarter and continue to push moly prices higher. However, the lack of consensus stems from uncertainty about the long-term level of buying in Asian markets, the timing of a real purchasing pickup in North America and Europe and possible increased supply by producers who had shut mines and smelters last year when market prices tanked.

Molybdenum, which is used to strengthen steel, sold on the spot market at a monthly average of almost $33/lb during the first half of last year, and actually was as high as $33.50/lb in daily trading. But, the spot price slipped to $25 in the second half and continued falling earlier this year--bottoming around $8/lb in April. The steelmaking alloy increased to an average $9.20 in May and has opened June a dollar higher. Historical molybdenum price data can be found at Business Intelligence Center - Nonferrous Metals Price Transaction Report in www.purchasingdata.com, Purchasing’s subscription website for commodities prices, leadtimes and business conditions.

U.S. steel production has been creeping up so that American iron and Steel Institute-adjusted year-to-date steel production through June 6 of 23.09 million tons is a capability utilization rate of 43.1%. That is a 52.4% decrease from the 48,470,000 tons during the same period last year, when the capability utilization rate was 90.6%.Still, further steelmaking increases are expected as 2009 plods along. Moly Investing News also reports there is somewhat of a consensus that a revival in production of stainless steel and special steel can be expected in the second half of 2009 or in 2010. More importantly, Chinese steel production has increased by 24% from October to April’s annualized rate of 528,000 metric tons/month.

Dahlman Rose analysts Young and Rizzuto have cut their forecast to $10/lb this year from a previous prediction of $12, and lowered the estimate for 2010 to $12 from $15.

“It will be difficult for molybdenum prices to trend significantly higher over the near term,” write the Dahlman Rose analysts, since production capacity that was taken offline when prices fell would be expected to come back into operation.  Freeport-McMoRan Copper & Gold and Thompson Creek Metals have each cut around 10 million lbs/year of molybdenum production, which the Dahlman Rose analysts say would likely be returned to the market quickly. Atop that, Freeport-McMoRan could develop its Climax project, which could add another 30 million lbs/year of supply.


http://www.purchasing.com/article/CA6664318.html  

das gleiche hab ich auch schon gedacht ;-)
aber schen is es ......... na ja,und für blackpearl stell ich mal nen fass rum an deck ;-)

das Fass :-))))))

....kutter ist doch recht überschaubar,außerdem solltest du mit deinen guten riecher doch locker nen fass rum finden ;-)

nich so laut bitte am frühen Morgääähhn... dat tut in den Ohren weh. Puh, is mir schlecht...würg...eines von den 37 Rumgläsern war wohl nicht in Ordnung...oder waren es 73? Weiß nich mehr...
Wo wart Ihr überhaupt gestern? Immer muß ich das Fass alleine leeren.... Ach, und kann mal jemand dieses Hämmern abstellen? Da dröhnt mir der Schädel von.

Auf einen weiteren grünen Tag!

LG, Spoeka (leicht unfit)  

 

ist mit den Anderen ?  Anspruch auf Privatsphäre jibbet  nich ufn Kutter :-))))))
rekiwi

wat dat denn *tststs*....reki kommt auch immer auf ideen ;-)

für spoeki mal ne extra portion aspi auf den tisch leg......wat is eigentlich mit KAFFEE ? muss ich wirklich alles allein machen ;-)
*nenriesenpottkaffeehinstell*

und kikeri......wir machen nur noch understatement,nen bissel auf die optimismusbremse treten ;-)
ab jetzt nur noch jammern und seufzen bitte *gg*

meiner bescheidenen Meinung nach:

Für neue Produktion: Molybdän-Preis muss deutlich anziehen
http://goldinvest.de/public/..._detail.asp&c=10,20020&y=17982