Thompson Creek Metals (Blue Pearl Mng)

Habe es soeben installiert. Scheint zu funzen. Der Ford bleibt weg. Danke!  

sich unkontrollierbar ständig neue Fenster öffnen. Gut, die muss man nicht gleich anklicken, ich warte immer, bis es eine Gruppe ist, die man dann ungelesen löschen kann. Aber lieber wäre mir schon, man könnte dies ganz unterbinden. Vorschläge erwünscht!

Zu TCM: Dafür, dass das Umfeld so gut ist, treten wir derzeit ziemlich auf der Stelle. Das gilt im übrigen fast für alle meine Neben- und Rohstoffwerte, die teilweise sogar etwas schwächeln. Das ist kein besonders gutes Omen, denn hier wird offenbar aus Performancegründen Liquidität fast auschliesslich in die Blue Chips gepumpt. Irgendwann, vielleicht Anfang nächsten Jahres, wollen alle dann wieder gleichzeitig raus und es kracht ordentlich.

Last not least, rekiwi hatte gestern Geburtstag, nimmt aber sicher eure zahlreichen Glückwünsche auch heute noch entgegen....;-)

Hab ich glatt vergessen :-(
Na, dann: HERZLICHE GLÜCKWÜSCHE nachträglich!

@bull
Ist wirklich auffallend, wie unser Kahn so vor sich hin dümpelt obwohl er doch gut Fahrt machen könnte. Wenn allerdings Dein Szenario stimmen sollte, dann wird auch der TCM-Kurs mit in den Strudel geraten, fürchte ich. Nicht schön das.

So, muß weiter an meinem Buch schreiben.

LG, Spoeka  

dürfte mittelfristig ebenfalls entstehen und unsere Perle in schwindelerregende Höhen katapultieren. Wenn Du dann mit Deinen Memoiren endlich fertig bist, könntest Du wirklich reich sein...;-) Aber sag, was ist nur aus unserem stolzen Schiff geworden, ich komm mir vor wie auf der "Ghost"....

ALLES GUUUUTE!  

Na dann auch von mir mal noch ganz schnelle das ALLERbeste, liebe Rekiwi !

 

 

Adblock Plus verhindert aber leider nicht, dass sich unkontrollierbar ständig neue Fenster öffnen. Gut, die muss man nicht gleich anklicken, ich warte immer, bis es eine Gruppe ist, die man dann ungelesen löschen kann. Aber lieber wäre mir schon, man könnte dies ganz unterbinden. Vorschläge erwünscht!

Dafür empfehle ich den pop-up Blocker ebenso im Firefox -

erleichtert das online-Leben ungemein

Crewgruss Don

 

Älterwerden keine Vorteile mit sich bringt :-)
Längst verloren geglaubte Crewmitglieder ( zuDongeromehinschiel) kommen aus den verstecktesten Winkeln unserer Yacht wieder hervor gekrochen. Auch unser Schiffgeist ist noch zugegen. Miners.....so ein schöner Bärenbrüller, der muss uns doch voran bringen.
Ach, nee Kinners, dass ich das noch erleben darf :-)
Vielen, vielen Dank Euch allen. Wenn ich mir was wünschen dürfte: ich möchte von jetzt an aber nicht jede Woche älter werden müssen, wenn´s recht ist.

LG

rekiwi

bull, Du scheinst einen gut geführten Terminkalender zu haben, thanks :-)))

wenn auch verspätet ;-)

Die Kuchengröße steigt proportional zum Aktienkurs von TCM *g* - es hätte also schlimmer kommen können und die nächsten Jahre hast du hoffentlich größeren Hunger, denn so´n kleinen wirst du wohl so schnell nicht wieder bekommen :-)))  

Hui, da sage nochmal einer, dass das Älterwerden keine Vorteile mit sich bringt :-)

Liebe Rekiwi, Du sagst es mal wieder genau so, wie es ist !

Und auch wenn ich hier nicht mehr so oft schreibe, hänge ich doch als ganz doll überzeugter Longie

immer mächtig unterm Kiel rum und trinke die Reste -

bis alle alten Brücken inne USA saniert sind ... ;o)

Schließlich muss ich ja (vonnerbörse) nun mal leben tun ...

Stößchen Don

 

 

Nachdem alle, die sich in letzter Zeit unter Deck aufgehalten haben zum Gratulieren nach oben gegangen sind, komme ich auch wieder einmal an die frische Luft und gratuliere natürlich auch rekiwi zum Geburtstag.
Was die Tatsache betrifft, dass sich unsere Perle in einer Flaute befindet. Sehen wir es doch mal positiv, wir könnten ja auch Gegenwind haben.
Jetzt aber im Ernst. Ich bin auch ziemlich enttäuscht, dass TCM so gar keine Fahrt aufnehmen will.

lg,
Rainer  

frisch reingekommen von den Kollegen bei Reuters:


"INDUSTRIAL METALS / MINERALS
INCREASING MOLY DEMAND
Thompson Creek in molybdenum and copper acquisitions mode

Thompson Creek CEO says the company, was looking at acquiring near-production moly and copper-moly projects to meet increasing demand.
Posted:  Thursday , 19 Nov 2009

TORONTO (Reuters) -

Thompson Creek Metals (TCM.TO: Quote) is seeking development projects in the hopes of expanding molybdenum output as demand rises for the metal, its chief executive said on Wednesday.

In a presentation at a mining conference in New York, CEO Kevin Loughrey said the company, was eyeing molybdenum, or moly, projects that were close to producing. It would also look at deposits with other metals in combination with molybdenum, used for making steel.

"We are clearly in an acquisition mode. We're out there looking at properties," he said, "The logical space to expand outside of moly, if we were to do that, would be in copper-moly."

Loughrey said the company was looking primarily in North America but would also consider assets in South America.

"We're not limiting ourselves," he said.

The Colorado-based company had a cash position of $478 million and $14 million in debt at Sept. 30, but has suffered from a sharp drop in molybdenum prices in the past year.

Realized prices for the metal, used primarily as a steel-hardening agent, were $12.75 a pound in the recent quarter, down from $32.85 in the year-before period, just before the economic slowdown eroded demand for building products.

However, Loughrey sees demand increasing due to recovering economic activity and new uses for the metal, while supply should be constrained by delayed development of new mines due to the financial crisis.

The company expects global demand for the metal to rise to 600 million lbs by 2015 from about 460 million lbs this year.

Loughrey also noted China has become a net importer of molybdenum, as the metal's price decline forced the country to shut many of its relatively high-cost small mines.

In fact, Thompson Creek sold a portion of its produced molybdenum to China this year, he said.

The company curtailed production this year due to weak prices, but is ramping it up for next year due to recent improvements in the market.

It mines from the Thompson Creek mine in Idaho and the Endako mine in British Columbia, while it is also developing the high-grade Davidson deposit, also in B.C.

Further out, Thompson Creek aims to mine the Mt. Emmons deposit in Colorado, which it calls one of the largest, highest-grade, undeveloped molybdenum deposits in the world.

The company has an option to acquire as much as 75 percent of the project, which is currently owned by U.S. Energy Corp (USEG.O: Quote).

($1=$1.05 Canadian) (Reporting by Cameron French; Editing by Frank McGurty)

© Thomson Reuters 2009. All rights reserved."

http://www.mineweb.co.za/mineweb/view/mineweb/en/...310&sn=Detail

Trading Day : November 20, 2009 : Chinese Demand for Base Metals [11-20-09 2:45 PM]

BNN chats with John Redstone, analyst, Desjardins Securities.

http://watch.bnn.ca/trading-day/november-2009/...-20-2009/#clip237538
(über Molybdän ab Minute 5:00)  

http://www.stockchase.com/...--slq-ID-slv-Thompson--Creek--Metals.php  

Thompson Creek Metals / USA Announces New 16-Year Plan At Its Moly Mine In Idaho
 
To Revise 10-Year Exploration Project As New Deposits Have Been Found
Thompson Creek Metals Company Inc. of the USA announced on the end of last week that we found additional mineable areas, particularly within the western wall of the existing pit, at the Thompson Creek Molybdenum Mine (primary mine), located in Idaho State of the USA, and have set up a new 16-year mine plan in order to launch its exploration to ascertain proven mineral reserves.
This new 16-year plan replaces the previous 10-year plan published in 2007, and the updated mineral resources and reserves were estimated by mine staff and audited by Scott Wilson RPA Inc., as an independent surveyor well-known in the mining industry, in accordance with the CIM Definition Standards. In a new 16-year mine plan, the mineral reserves have been estimated using a cut-off grade of 0.03% Mo and an average long-term molybdenum price of US$10 per lb. of Mo.
The proven and probable mineral reserves at its Thompson Creek Mine as of the 31st May of 2009 were estimated at 164.6 million tons at an average grade of 0.084% Mo, containing 277.2 million lbs. of molybdenum. These mineral reserves consist of proven reserves : 91.8 million tons (at an average grade of 0.094% Mo) and <> probable reserves : 72.8 million tons (at an average grade of 0.072% Mo).
The activities in production of molybdenum concentrates at the Thompson Creek Mine during 2009 to 2010 are (1) scheduled to return to full capacity utilization of the mill at this mine by January of 2010, (2) because of critical economic conditions, the mill's production rate was reduced to approximately 70% of full capacity in March of 2009, but (3) said on the 5th November of 2009 that the mill has been operating at 78% of full capacity since September of 2009.
Thompson Creek Metals already announced that the Company has planned to produce molybdenum concentrates in the calendar year (January - December) of 2010 with the followings ; at Thompson Creek Mine / USA : 22 - 24 million lbs. of Mo in concentrates (compared with 17 - 18 million lbs. estimated to be produced in 2009) at Endako Mine / Canada : 7 - 8 million lbs. of Mo in concentrates (compared to 7 -8 million lbs. expected to be produced in 2009) and total : 29 - 32 million lbs. of Mo in concentrates.
 
Publish Date: 2009-11-19


http://www.metalfirst.com/news_detail.php?id=358  

aber die Strömung bringt´s auch weiter, also lasst Euch nicht stören ;-)  

heute mit schönem Schlußspurt.  

das habe ich mich gestern auch gefragt. um 15:32 wurden gestern 10000 stk. in stuttgart und 5000 zur selben zeit in frankfurt verkauft. allen einen schönen gruß von delta.  

Thompson Creek announces 2010 capital expenditure plans and revision of the Endako Mine expansion project
NYSE: TC

TSX: TCM, TCM.WT

Frankfurt: A6R


TORONTO, Dec. 7 /CNW/ - Thompson Creek Metals Company Inc. ("Company"), one of the world's largest publicly traded, pure molybdenum producers, today announced that capital expenditures in 2010 are expected to be $298 million, comprised of $89 million in sustaining capital expenditures and $209 million for its 75% share of capital expenditures required for the Endako Mine expansion project. (All dollar amounts are expressed in U.S. dollars unless otherwise indicated.)

"We have increased our sustaining capital expenditures for our producing operations in 2010 as we proceed with maintenance and upgrades that had been postponed to conserve cash in 2009 and as we begin purchasing new equipment required for the extended 16-year mine life recently announced for the Thompson Creek Mine," said Kevin Loughrey, Chairman and Chief Executive Officer.

"The purchase of new trucks, shovels and drills will amount to almost one-half of the estimated $89 million in sustaining capital expenditures in 2010," he added. "We are also increasing our spending on important reclamation and environmental measures in 2010."

The Company expects its sustaining capital expenditures in 2009 will total approximately $32 million.

The Endako Mine expansion project includes the construction of a new, modern Endako mill, which will replace the existing 45-year-old mill and raise ore-processing capacity from the existing 31,000 tons per day to 55,000 tons per day. The new mill facility will eliminate the need for significant capital expenditures to upgrade and refurbish the existing Endako mill.

The Endako Mine expansion project was originally announced March 13, 2008, after the completion of a feasibility study dated December 14, 2007, which estimated that project capital expenditures would be C$373.6 million (including a contingency of C$45 million), with Thompson Creek's 75% share of the total at C$280 million. The project was halted in December 2008 due to economic uncertainty, although the Company proceeded with the purchase and storage of equipment when orders could not be cancelled without the payment of onerous penalties. Thompson Creek announced on August 6, 2009 that the Company's Board of Directors approved the resumption of the project (subject to approval by the joint venture partner).

"The delay gave us time to reassess the project's design and we have made a number of improvements which we believe will ensure the efficiency and reliability of the milling process and the planned significant reduction in operating costs," said Mr. Loughrey.

"Among the significant changes are an enhanced and more flexible pebble crusher circuit to ensure a finer grind and an enhanced automation system - both of which will contribute to improved recovery of molybdenum from the ore."

"In addition, all processing equipment except for the roaster will now be located in a larger new mill building. The original plan was to utilize the existing mill building and some existing equipment for the final stages of the flotation process in the production of molybdenum concentrate. The new mill building and equipment will be more reliable and more efficient, with this new design facilitating the exclusive dedication of the existing mill building to producing concentrate without disruption until the new mill is operational. The old mill will be mothballed once the new mill is fully operational and available in the event of possible further expansion."

"While the new design has raised the total capital cost of the Endako modernization and expansion project to C$498 million (including a contingency of C$60 million), with Thompson Creek's 75% share of the total at C$374 million, the project remains economically attractive and will, with a greater certainty, generate the expected significant reduction in per-pound cash processing costs. As a result, the Company's Board of Directors has approved the revised capital cost estimate and we are seeking the approval of our joint venture partner, Sojitz Corporation, in order to proceed with the project," Mr. Loughrey stated.

Assuming an exchange rate of US$1 = C$1.05, approximately $81 million (of which $61 million is Thompson Creek's share) has been spent on the project from inception through October 31, 2009, with an estimated $15 million to be spent on the project for the remainder of the year (of which Thompson Creek's share is $11 million). About $279 million (of which $209 million is Thompson Creek's share) is expected to be spent in 2010 and the remaining $99 million (of which $74 million is Thompson Creek's share) is scheduled to be spent in 2011. Commercial production of molybdenum concentrate from the new mill is expected late in the second half of 2011.

As previously announced on March 13, 2008, the Endako expansion project includes the installation of a new grinding circuit consisting of semi-autogenous grinding (SAG) and ball mills and a modern flotation circuit. The result will be a more cost-efficient mill with fewer mechanical items and with the ability to handle a variety of ore more easily and achieve greater recoveries than the existing mill.

The capital expenditures will also include the acquisition of more trucks and other equipment to supply the mill with a higher volume of ore. The current mining plan provides for a widening of the area being mined as well as for the creation of a large single pit through the mining of ore contained in the walls separating the three existing pits.

Annual molybdenum production as a result of the expansion is expected to be approximately 15 to 16 million pounds, of which Thompson Creek's share would be about 11 to 12 million pounds. The Company's 75% share of 2009 production is expected to be in a range of 7 to 8 million pounds but in the absence of the modernization and expansion project, annual production in future years can be expected to gradually diminish due to declining grades.


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 evaluating the Mount Emmons Deposit, a high-grade underground molybdenum deposit near Crested Butte, Colorado. Thompson Creek has an option to acquire up to 75% of the Mount Emmons Deposit. The Company is continuing to pursue permitting of the Davidson Deposit, a high-grade underground molybdenum deposit near Smithers, B.C. The Company has approximately 750 employees. Its principal executive office is in Denver, Colorado, and it also has an office in Toronto, Ontario. 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 the future price of molybdenum, the estimation of mineral reserves and resources, the realization of mineral reserve estimates and 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

aus email / HP von der Firma  

der Molypreis müsste deutlich steigen, damit wieder Phantasie in unsere Perle kommt....die 11$/Pfd. sind einfach zu mager....

von TCM zur Absicherung verkaufen, da ich sonst den Ageltungsteuerfrei-Status verliere. So überlagern steuerliche Gesichtspunkte einer konfusen, schlecht gemachten, komplizierten und ungerechten deutschen  Steuergesetzgebung Investitionsentscheidungen. Bravo!

das sehe ich sehr ähnlich.

Wie bewertet ihr anderen die veröffentlichten Aufwendung von TC der Endako Mine?  

Wird wohl ein harter weg zu den Alten Höhen, fast 6% minus mit kaum Umsatz. Hoffentlich startet TCM im Frühjahr wieder durch sowei heuer.  

Meiner Meinung ist das eine der Strategien, wie man gestärkt aus der gegenwärtigen Krise herauskommen kann. Voraussetzung ist dabei, dass man entsprechend liquide ist, in schlechten Zeiten zu investieren. Das ist TCM aber unbestritten. Das Risiko, dass die Investitionen zu früh getätigt werden, besteht natürlich. Wartet man aber ab, bis man Sicherheit hat, schwimmt man wieder mit der Masse und hat die Nase nicht vorne.
Hoffen wir, dass das Management die Situation richtig einschätzt. Dann kann ich dieser Strategie mittelfristig schon einiges abgewinnen.

Rainer  

GMP Securities hat vorgestern aufgrund der Investitionen das Kursziel um 0,50 CAD gesenkt. Das liegt daran, dass sich der Net Asset Value von 19,22 auf 18,70 verringert hat. ketzt ist das Kursziel 20,50 CAD.

Allerdings stehen sie so ziemlich alleine da. Außer ihnen haben sich seit 9.11. sieben weitere Investmenthäuser zu den Aussichten von TCM geäußert. In sechs Fällen wurde das Kursziel gesenkt: Es liegt jetzt zwischen 13 CAD (Canaccord Adams) und 17,50 CAD. Lediglich TD Securities hat nach oben angepasst: Von 14,50 auf 16 CAD.

Schlusskurs gestern in Toronto: 11,32 CAD (-0,60)