Thompson Creek Metals (Blue Pearl Mng)
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Thompson Creek expects molybdenum prices to rebound
Source: Daily Reckoning
Toronto-based molybdenum mining company Thompson Creek Metals Company (NYSE:TC) with operations in Canada and the US, hit some rough waters with a recent downturn in "moly" pricing, but there's reason to expect a stronger performance ahead.
Chris Mayer, the editor for Agora Financial's research newsletter Mayer's Special Situations, examined its prospects and took away these key findings:
"Thompson Creek Metals (NYSE:TC) is a miner of Molybdenum, or moly (pronounced "molly"), an important metal for strengthening steel and for all kinds of energy applications. It is sometimes known as 'the energy metal.' The recession took a big bite out of moly pricing, but it is on the rebound.
"Thompson Creek is the best way to play the rebound in moly. It is a freaking tank, for one thing. It finished the year with $511 million in cash against debt of about $13 million. The market cap is about $2 billion. At present moly prices (about $17/lb.), Thompson Creek should generate over $240 million in operating cash flows this year. At today's price, the stock goes for only 8 times cash flow. Maintenance capex – just to keep things going – is only about $60 million. So Thompson Creek should do $180 million in free cash flow at current prices. The stock goes for less than 10 times free cash flow, which is a cheap multiple.
"Of course, you get all the upside should moly prices continue to climb. At a moly price of $30/lb. – which is what it was for most of 2004-September 2008 – Thompson Creek's cash flow explodes.
"There are good reasons to see moly prices rise. First, there is the long-term demand curve, which TC showed during its latest presentation:
"That's roughly a 75% increase in a decade. And that assumes historical demand is the best guide. But there are good reasons why moly demand might rise more. This demand is mainly from energy uses and infrastructure investment. Nuclear reactors need moly. Deep-water wells need moly. Tar sands and heavy oils use moly in their pipelines.
"So these are strong new sources of demand that did not impact demand as much in the past. And then you look at where the moly will come from. The financial crisis halted or delayed the development of new mines. China is a potential source for new supply, but its mines are on the higher-cost side of the scale. They will need higher moly prices to encourage investment and bring the new supply online.
"In the meantime, Thompson Creek has a window to make a lot of money."
It's evident that higher moly prices are going to impact the TC's growth potential going forward, yet Mayer sees the company fundamentals as being in the right place for the time being.
http://metalsplace.com/news/articles/33189/...enum-prices-to-rebound/
Weiß nicht, ob das schon gepostet wurde, bzw. wie aktuell das denn überhaupt ist (Datum der Veröffentlichung 02.03.2010:
http://www.ad-hoc-news.de/...--/de/Wirtschaft-Boerse/Maerkte/21096319
Schaut Euch mal GMO an...
http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8
As of Mar. 5, 2010
(updated twice weekly)
TCM Metals Week Average: US$18.60/lb
As of Mar. 5, 2010
(updated weekly)
Company Name: Thompson Creek Metals Company Inc.
Last Updated: March 5, 2010
Date: 03/05/2010
Symbol: TCM
Insider Buys Volume: 0
Insider Sells Volume: 109,700
Insider Buys Value $: 0.00
Insider Sells Value $: 1,617,198.00
Insider Buys Transaction: 0
Insider Sells Transaction: 13
Currency: CAD
http://www.tmxmoney.com/...bmit&QuerySymbol=tcm&x=30&y=12
- Disposition in the public market -300 $14.920
Mar 05/10 Mar 02/10 Knoll, Kerry Indirect Ownership Common Shares 10
- Disposition in the public market -16,600 $14.890
Mar 05/10 Mar 02/10 Knoll, Kerry Indirect Ownership Common Shares 10
- Disposition in the public market -300 $14.830
Mar 05/10 Mar 02/10 Knoll, Kerry Indirect Ownership Common Shares 10
- Disposition in the public market -7,800 $14.770
http://canadianinsider.com/coReport/allTransactions.php?ticker=tcm
08.03.2010, 14:40
Stahlindustrie schießt gegen Molybdän-Spekulanten
http://www.ftd.de/finanzen/...gen-molybdaen-spekulanten/50085566.html
Mar 07/10 Mar 03/10 Watson, Kent Direct Ownership Common Shares 10 - Disposition in the public market -3,500 $14.730
Mar 07/10 Mar 03/10 Watson, Kent Direct Ownership Common Shares 10 - Disposition in the public market -6,500 $14.740
Mar 07/10 Mar 03/10 Watson, Kent Direct Ownership Common Shares 51 - Exercise of options 10,000 $7.420
Mar 07/10 Mar 03/10 Watson, Kent Direct Ownership Options 51 - Exercise of options -10,000 $7.420
Mar 07/10 Mar 03/10 Huffman, Dale Direct Ownership Common Shares 10 - Disposition in the public market -1,500 $14.720
Mar 07/10 Mar 03/10 Huffman, Dale Direct Ownership Common Shares 10 - Disposition in the public market -2,200 $14.710
Mar 07/10 Mar 03/10 Huffman, Dale Direct Ownership Common Shares 10 - Disposition in the public market -16,300 $14.700
Mar 07/10 Mar 03/10 Huffman, Dale Direct Ownership Common Shares 51 - Exercise of options 20,000 $7.420
Mar 07/10 Dec 01/06 Huffman, Dale Direct Ownership Common Shares 00 - Opening Balance-Initial SEDI Report
Mar 07/10 Mar 03/10 Huffman, Dale Direct Ownership Options 51 - Exercise of options -20,000 $7.420
So kann man auch Geld verdienen 20.000 x gut 7 CAD Aufschlag ergibt 140.000 CAD bzw. gut 70.000 CAD Gewinn. Da muss ne Oma lange für stricken. Aber das ist halt Teil des Gehalts der Mitarbeiter, diese Optionen...
Gruß
Muppets
March 8, 2010 | 11:01
http://money.canoe.ca/money/stocks/canada/.../03/20100308-110122.html
Also nix für ungut.
... da ist noch Feuer drin *mitdenFingernaufdenTischtrommelundKleberinGedankenohrfeig*
Am besten ignorieren! Aber was rede ich, wenn ich mich nicht selbst dran halte ;-) :
@Kleber: Nur um dir und den anderen (eventuell) auf die Sprünge zu helfen:
Du redest als sei der Kurs schlecht und du im Minus: In letzter Zeit sind wir doch nur
gestiegen und ich kann mir beim besten Willen nicht vorstellen, dass du im Minus bist.
Wenn du dick drin bist, müsstest du auch recht "dick" im Plus sein.
Also - wovon redest du, bzw. was willst du eigentlich (uns sagen) ?
PS. Scheiß auf die Umsätze in Deutschland. Das ist nun mal ein amerikanisches
Unternehmen und da wird sie auch gehandelt. Wenn man wirklich einen Trade
hier machen wil,l geht es durch den "Kursdruck" von Übersee sehr gut und abgesehen davon
ist es doch immer ein gutes Zeichen, wenn ein Aktie vorallem an seinem Hauptsitz
gut gehandelt wird und nicht woanders.
http://www.rohstoff-welt.de/news/artikel.php?sid=18111
Chinese molybdenum concentrate prices moved down slightly on buyer resistance this week. Molybdenum concentrate is trading at 2,200-2,250 yuan ($322-329) per mtu, down 50 yuan from last week.
...
http://www.metalbulletin.com/Article/2450413/...buyer-resistance.html
Mar 24, 2010 08:21 AM
More than $36million of cobalt and molybdenum has been traded in the first month since new futures were launched for these minor metals by the London Metal Exchange (LME) on 22nd February, 2010.
Key data points regarding the contracts follow:
Total cobalt volume traded: 436 lots / 436 tonnes (1 lot = 1 tonne)
Total value traded: $17,962,600
Total moly volume traded: 77 lots / 462 tonnes (1 lot = 6 tonnes)
Total value traded: $18,046,200
In total, 13 cobalt and molybdenum producers internationally have registered brands with the LME, including most recently, Russia's Norilsk.
Consumers have also communicated intentions to use the LME's minor metals prices as contract reference prices. Brazil's Votorantim and China's Jiangsu cobalt contracts with LN Metals are both being referenced against the LME contract. Others are expected to follow.
Chris Evans, Head of Business Development at the LME commented, "This is a promising start for both these metals and we're confident these contracts have value for the industries they serve."
http://seekingalpha.com/instablog/...t-contracts-excel-in-first-month
Stonegate Agricom ist aber nicht im Bereich Moly tätig, sondern will Phosphate fördern. Ich habe mir das 181 Seiten lange Prospekt angeschaut und werde nicht investieren: Es dauert noch sehr lange bis zu einer Produktion und es gibt noch kritische ungeklärte Fragen (Wasser!).