Thompson Creek Metals (Blue Pearl Mng)

22 Jun 2010
Title:  Chinese Molybdenum Oxide Export Price, Summary: Item Spec. Price Unit Basis Molybdenum oxide 57%min 14.8-15.5 $/lb FOB
http://www.ferroalloynet.com/member/...bdebum_oxide_export_price.html  

Immobilienmarktdaten belasten

Dienstag 22.06.2010, 22:43 Uhr
http://www.godmode-trader.ch/nachricht/...daq-Dow-Jones,a2212460.html  

reversal may be indicated for ferro-molybdenum

NEW YORK (Metal-Pages) 22-Jun-10. US spot prices for ferro-molybdenum and ferro-vanadium were unchanged in recent days following recent weakness, but molybdenum may have found new underlying strength based on a reversal in raw material prices.

US spot ferro-molybdenum prices remained in a range this week of $17.50-18.50/lb on a delivered-works basis, down from a range early in  the week of $18-19/lb delivered.
...
http://www.metal-pages.com/news/story/47500/  

As of June 22, 2010  

http://www.rp-online.de/wirtschaft/news/...-Rohstoffe_aid_872015.html

http://www.rp-online.de/wirtschaft/news/...Rohstoffen_aid_870438.html  

Value: 15.00 US$
-3.226%
http://www.bloomberg.com/apps/quote?ticker=MBMOEUOX%3AIND  

As of June 24, 2010
http://www.rocamines.com/s/Home.asp  

Den Unkenrufen aus WO zum Trotz zeigt TCM trotz erneut sinkenden Molpreises deutliche Lebenszeichen.
Zum Handelsschluss zieht das Volumen erheblich an:
http://de.advfn.com/...icchart&s=T^TCM&p=0&t=19&vol=1  

- Beijing
27 June 2010
http://www.lme.com/minormetals/10410.asp  

Chinese molybdenum mine shutdowns increase on poor sales

BEIJING (Metal-Pages) 25-June-2010
http://www.metal-pages.com/news/story/47586/  

RBS tells clients to prepare for "monster" money printing by the Federal Reserve

Published: 5:11PM BST 27 Jun 2010
http://www.telegraph.co.uk/finance/comment/...he-Federal-Reserve.html

Auszug:
...
"We cannot stress enough how strongly we believe that a cliff-edge may be around the corner, for the global banking system (particularly in Europe) and for the global economy. Think the unthinkable..."

 

...war ja ganz ordentlich, aber an der NYSE wurde am Freitag mal eben das 11fache davon gehandelt.
Das war gleichzeitig das doppelte vom höchsten jemals gehandelten Tagesvolumen bei TCM.
Hier ist offenbar etwas Grösseres im Gange...
http://bigcharts.marketwatch.com/quickchart/...mp;sid=0&o_symb=tc  

...on Heavy Volume: Watch For Pullback (TC)
Written on Mon, 06/28/2010 - 1:24am
http://www.mysmartrend.com/news-briefs/news-watch/...atch-pullback-tc  

By TheStreet Staff   06/25/10 - 09:20 AM EDT  
http://www.thestreet.com/story/10791419/...l-for-2010-molybdenum.html  

...waren offenbar doch ein gross angelegter Ausstieg.
Die "Eingeweihten" wussten offenbar mehr als der Rest der Marktteilnehmer, welche kräftig eingekauft haben.
Die aktuelle Marktlage sieht momentan äusserst  bescheiden aus...  

Anticipated Lower Prices Becalm Stainless Steel Market

29 June 2010, 9:39 a.m.
http://www.kitco.com/reports/wooten_mepsjune292010.html  

Jetzt muß ich die alleinunterhaltung mal unterbrechen. Vor Tagen schriebst du noch eine deutliche Erhloung, nun wieder ganz anders. Was hast du erwartet???
Das es mit der Wirtschaft be... aussieht und auch hier, das schreibe ich seit Monaten.  

Aha, der Waldschrat ist wieder da!
Kein Wunder, schließlich geht's ja gerade mal wieder abwärts.

Wo übrigens habe ich von "deutlicher Erholung" gesprochen...??  

LONDON (Metal-Pages) 29-Jun-10.
http://www.metal-pages.com/news/story/47641/


Molybdenum, vanadium prices end half-year on the slide
SÃO PAULO (Metal-Pages) 30-Jun-2010.
European molybdenum prices have ended the month as they began it – on the slide, as markets digest the potential fallout from stock exchange falls on both sides of the Atlantic on concern over European banks and the state of the global economy.
...
http://www.metal-pages.com/news/story/47654/  

Mittwoch, 30. Juni 2010, 13:28 Uhr
http://de.reuters.com/article/topNews/idDEBEE65T0AL20100630  

Metals Week Average: US$14.15/lb
As of July 2, 2010

Ryan's Notes Average: US$14.50/lb
As of June 29, 2010
http://www.thompsoncreekmetals.com/s/Home.asp  

5 July 2010
Summary: Item Spec. Price Unit Basis Molybdenum oxide 57%min 14.8-15.5 $/lb FOB
www.ferroalloynet.com/price/...ese_molybdebum_oxide_export_price.html  

(AMM)  Chinese moly exports seen bearish sign for US pricing

NEW YORK 02 July 2010 23:02

China became a net molybdenum exporter in May, one of the biggest factors behind a 22-percent correction in U.S. spot prices, and the situation could persist for the next several months, market participants said.

"The recent weakening in moly prices seems related to the China trade switch, and this may last for several more months yet," Macquarie Bank analysts said.

The Chinese haven't been quite as aggressive now that canned molybdic oxide prices have fallen to around $14 per pound, a U.S.-based physical molybdenum trader said.

...
http://www.metalbulletin.com/Article/2623958/...n-for-US-pricing.html  

Ryan's Notes Average: US$14.125/lb
As of July 6, 2010
http://www.thompsoncreekmetals.com/s/Home.asp  

As of July 8, 2010 -  US$ 13.88
http://www.rocamines.com/s/Home.asp