Thompson Creek Metals (Blue Pearl Mng)

...supplies tight

Newswire, Dec 17, 2010 8:32 AM

* Molybdenum oxide 2011 deals done; producers near-capacity                                                                      ...

By Michael Taylor LONDON, Dec 17 (Reuters) http://subscribers.wardsauto.com/newswire/reuters/..._metalsscramble/

 

alte Seebären-Hütte

Dachte schon, du würdest dich nur noch bei den MF-Mods rum- bzw. aufreiben 

Wenigstens konnte man dich ja im WO-wana noch lesen und hören.

Schön, dassde back on deck bist und vielleicht kommt ja der alte Geist hier wieder auf -

muss mich immer noch erinnern, als deine Kids damals allein zu Hause bleiben mussten ... 

Doncrewgruss 

Barron's Cover | SATURDAY, DECEMBER 18, 2010  

Our group of investment experts sees stocks continuing their climb next year as the economic recovery takes root.

While 2010 may have been a year of ambivalence and doubt–the Standard & Poor's 500 began January at 1115, then crisscrossed that line no fewer than 165 times as investors debated whether the government-engineered recovery will stick–it's ending with a clear consensus: 2011 should be a good year for stocks.

Collectively, the 10 strategists and investment managers surveyed by Barron's see the S&P 500 finishing next year near 1373, roughly 10% higher than Friday's close at 1244. But this solid if hardly extravagant target belies their increasingly expansive view of the U.S. stock market.
...

http://online.barrons.com/article/...203319504576019660899709744.html  

na da bin ich aber von den socken,haut mich fast von den planken....nach so langer zeit euch alle wieder-zu-lesen *malschnelldiegischtausdemaugewisch*
....und spoki du kleine rassel....mit alten geistern mein ich bestimmt KEINEN EINZIGEN DER SICH BISHER gemeldet hat ;-)

so....nun mal nen pott kaffee aufsetzen,macht hier sonst keiner mehr.....
wo zum klabautermann is der rum hin? *brüll*
na das kann ja nix werden mit lecka kaffee ;-)
...nen schönen tag euch allen :-)

mfg
me

derzeit etwas vor sich hin, die Luft in 2010 scheint erst einmal etwas raus zu sein, aber in 2011 sollte es dann wenn auch deutlich gemächlicher weiter gen Norden gehen.

Verdammt, wer st...ähh riecht hier so nach Rum? Ist klaus etwa doch noch fündig geworden? Seis ihm gegönnt, nach so langer Zeit unter Deck, aber was ist mit den anderen? Früher haben wir uns hier gemeinsam besoffen, und es gibt Traditionen, die man nicht brechen sollte. Also, prost klaus, welcome back on board, und uns allen wünsche ich immer eine Handbreit Wasser unter dem Kiel und ein volles Fass Rum hinterm Mast!    

Hi zusammen,

ist das genial, mal wieder etwas von allen alten Crewmitgliedern zu hören. Klaus, Rekiwi, Spoeka, Videomart, Don Gerome.... sogar von Petruss ist mal wieder zu lesen!

Da möcht ich doch auch mal die Gelegenheit nutzen, und Euch allen mal viele Grüße da lassen.
Klaus hat ja schon mal den guten Rum gefunden. Ich finde, da sollten wir doch alle mal zur Feier
des Tages mal kräftig anstoßen, damit wir ab übermorgen alle möglicherweise singend unterm Weihnachtsbaum liegen! ;-)

Wenn nicht jetzt, wann dann? ;-) Euch allen richtig schöne Weihnachtsfeiertage!

 

...wird in London gehortet!!

Wann kommt endlich mal jemand auf die Idee, dies mit Molybdän zu versuchen?? http://online.wsj.com/article/...2748704118504576034083436931412.html

 

by Stuart on December 22, 2010
http://agmetalminer.com/2010/12/22/...ces-set-for-1-2-years-of-rises/  

...Alcoa and Teck Resources should outperform in 2011"

Posted 12/21/2010 1:23 PM by MidnightTrader.com

With aluminum, molybdenum and zinc expected to catch up to other metals in 2011, shares of Thompson Creek Metals Co. (TCM.TO), Alcoa Inc. and Teck Resources Ltd. (TCK-B.TO) should outperform the sector, Desjardins Securities analyst John Redstone is cited as saying in a Financial Post report.

Redstone reportedly pointed out that Thompson Creek will likely expand molybdenum production by about 8% in 2011 and make further progress toward the start-up of the Mount Milligan copper mine.

Redstone reportedly told clients that not only is Alcoa currently trading more than 50% below its replacement value, but it has lowered its breakeven aluminum price to roughly US$1.00 per pound.

As for Teck, the analyst reportedly anticipates it will hold onto its role as the world's third largest zinc producer. This will be supported by zinc concentrate production at the Red Dog and Antamina mines, as well as zinc metal production at the Trail smelting complex in British Columbia.


http://community.nasdaq.com/News/2010-12/...report.aspx?storyid=50147  

an alle Crewmitglieder :-)  

Crewmitgliedern wünsche ich

ein Frohes Fest und ein gesundes Jahr 2011.

http://ak.imgag.com/imgag/product/preview/flash/...p/3173936/graphic1

rekiwi

die auf dem großen Finanzmeer segelt, möchte ich frohe Weihnachten und alles Gute für 2011 wünschen! Mögen uns die wechselnden Winde dem Nordpol näher bringen!

Für alle, die noch nicht genug Schnee hatten, gibt es hier die Möglichkeit, einen Schneemann zu bauen: ak.imgag.com/imgag/product/preview/flash/bws8Shell_fps24.swf?ihost=http://ak.imgag.com/imgag&brandldrPath=/product/full/el/&cardNum=/product/full/ap/3166187/graphic1

Viele Grüße von Eurem ollen Schiffsgeist

Spoeka

 

Dito !

BEIJING (Metal-Pages) 24-Dec-10
China's crude steel output is expected to reach 620 million tonnes in 2010, an
increase of 9% compared to last year, according to estimates...
http://www.metal-pages.com/news/story/51267/

Der Moy-Preis steigt allmählich:
http://www.metal-pages.com/img/chart/year/58.png  

"Stainless steel prices expected to rise in 2011"
18th October 2010, 5:05
http://www.bsstainless.co.uk/news/2010/October/...pected-to-rise.html

"China Gerui: Chinese high precision steel demand to grow steadily"
Monday, 13 December 2010 14:02:21 (GMT+2)  
http://www.steelorbis.com/steel-news/latest-news/...eadily-571163.htm  

#481: Thompson Creek Metals Company, Inc. (TSE:TCM) 2.35  Buy

http://www.nasd100.com/2010/12/...ed-canadian-stocks-dec-27-2010.html  

Laggards to Leap in Base Metals
[12-23-10 2:05 PM]

BNN look at laggards in base metals that could leap higher in 2011. John Redstone, analyst, Desjardins Securities says molybdenum, aluminum and zinc, and the companies that mine those metals, will be ones to watch during the first half of next year.

http://watch.bnn.ca/#clip393180

(über TCM ab Minute 4:24)  

But Could Break Through $13.49 Resistance
Posted: Tuesday, December 28, 2010 8:31 AM EDT

Thompson Creek Metals Company Inc. (NYSE: TC) closed Monday's trading session at $13.22. In the past year, the stock has hit a 52-week low of $8.01 and 52-week high of $15.20. Thompson Creek Metals stock has been showing support around $12.97 and resistance in the $13.49 range. Technical indicators for the stock are Bullish. For a hedged play on this stock, look at the Jun '11 $12.00 covered call for a net debit in the $11.02 area. That is also the break-even stock price for this trade. This covered call has a duration of 172 days, provides 16.64% downside protection and an assigned return rate of 8.89% for an annualized return rate of 18.87% (for comparison purposes only). Thompson Creek Metals does not pay dividends at this time.
[FBB-Seven Summits Research]

http://www.marketintelligencecenter.com/analyfav/1240828  

Tuesday, December 28, 2010 @ 08:12 AM
http://www.savvystockpicks.com/stock-updates/...re-lm-eni-cam-hog-tc/  

Published: Tuesday, 28 Dec 2010 | 10:44 AM ET
By: AP


China said Tuesday it is reducing the amount of rare earths it will export next year by more than 10 percent — likely to be an unpopular move worldwide since the minerals are vital to the manufacture of high-tech products.

China accounts for 97 percent of the global production of rare earths, which are essential to devices as varied as cell phones, computer drives and hybrid cars. Countries were alarmed when Beijing blocked shipments of the minerals to Japan earlier this year amid a dispute over disputed islands.  

Concerns over China's grip on rare earths has led countries on a hunt for alternative sources. A number of companies in North America — notably Molycorp [MCP  53.09    3.65  (+7.38%)   ] in the U.S. and Thompson Creek Metals [TC  13.51    0.29  (+2.19%)   ] in Canada — are hurrying to open or reopen rare earth mines. Two Australian companies are also preparing to mine rare earths.

Numbers released Tuesday by China's Commerce Ministry show export quotas of the rare minerals will be down 11 percent next year as compared to the same period this year. China usually issues a second batch of quotas during the year, and it is not known how the figures will change later in 2011.

The new numbers say China is allocating 14,446 tons (13,105 metric tons) of rare earths among 31 companies. China allocated 16,304 tons (14,790 metric tons) among 22 companies in the first batch of quotas this year.


China has been reducing export quotas of rare earths over the past several years to cope with growing demand at home. A Commerce Ministry spokesman has also said that China is cutting its exploration, production and exports out of environmental concerns.

Earlier this month, state media reported that China plans to raise duties on some rare earth exports starting next year, but it did not say which minerals would be affected or how much the tax would be.

A state media report Tuesday said China is preparing to set up a rare earths association that would include nearly all of the country's leading rare earth companies, and could help them to coordinate their negotiating position. The report posted on the Sina [SINA  70.16    -1.15  (-1.61%)   ] portal said the association should be set up in May.

The United States last week threatened to go to the World Trade Organization with its concerns over China and rare earths. When asked for comment during a regular press briefing Tuesday, China Foreign Ministry spokeswoman Jiang Yu declined to answer.

But China has had to address the global concerns numerous times since the spat with Japan.

"China is not using rare earth as a bargaining chip," Wen Jiabao, China's top economic official, told a China-European Union business summit in Brussels in October.


http://www.cnbc.com/id/40828505  

Wednesday, 29 December 2010 07:35  

U.S. Energy Corp. (Public, NASDAQ:USEG) increased 5.09%, to close at $5.99 and its overall traded volume was 410,299.00 shares during the last session against its average volume of 182,608.00. USEG opened the day at $5.70, it made an intraday low of $5.60 and an intraday high of $6.04. The stock has a 52 week low of $3.91 and 52 week high of $7.39. USEG's market capitalization is 161.62M and it has 26.98M outstanding shares.

About U.S. Energy Corp. (Public, NASDAQ:USEG)

U.S. Energy Corp. acquires and develops oil and gas and other mineral properties. At December 31, 2009, the Company has three operating segments: Oil and gas, real estate, and minerals (including geothermal). The Company is focused on advancing its geothermal properties through exploration and development, and eventual third party funding, sale or joint venture, and advance its molybdenum property by working with its partner, Thompson Creek Metals Company (USA) to develop the Mount Emmons molybdenum project into a operating mine. At December 31, 2009, its estimated proved reserves (approximately 75% oil and 25% natural gas) were 1,086,203 barrel of oil equivalent. Average production during the year ended December 31, 2009, was 443 barrel of oil equivalent per day (220 barrels of oil and 1,337 million cubic feet per day.

http://www.tapebeat.com/2010122914318/...wk-sgms-sonc-useg-14318.html

http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8  

Heute wieder einmal richtungsweisend mit dem dreifachen Volumen gegenüber Toronto:

http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8

http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8  

...following strong advance in copper prices
Posted on Wed, Dec 29, 2010, 3:03 pm by Malcolm Morrison, The Canadian Press

...
Shares in Thompson Creek Metals Company Inc. rose 93 cents to $14.50 after China said it is reducing the amount of rare earths it will export for the first half of the year by more than 10 per cent. A number of companies in North America — notably Molycorp Inc. in the U.S. and Thompson Creek Metals Co. in Canada — are hurrying to open or reopen rare earth mines. Two Australian companies are also preparing to mine rare earths.
...
http://ipolitics.ca/2010/12/29/...ng-strong-advance-in-copper-prices/  

29.12.2010  10:20 Uhr

http://www.handelsblatt.com/politik/international/...stoffe;2720786;0  

Thursday, December 30, 2010

"Before I tell you why Thompson Creek Metals is one of the best stocks to own in 2011, let's get this disclaimer out of the way: It is not for the faint of heart.

Over the past three years, Thompson Creek has seen its share price trade north of $25 and during the bleakest market days watched as its share price dipped below $3. Currently, it's sitting right in the middle of that range at $14.55, and I'm going to give you three reasons why molybdenum and Thompson Creek could be heading higher this year.


Practical uses

Gold and silver usually get all of the attention, but molybdenum, Thompson Creek's primary product, is regularly used as an alloy to strengthen steel. Among molybdenum's popular uses, it can be found as an alloy in rifle barrels, aircraft parts, electrical contacts, and in the steel used in bridge construction. Long story short, molybdenum is plentiful and is going to give you just as much practical application, if not more, than gold or silver.


Chinese demand

Growth in China is being driven by infrastructure projects just as much as it is by electronics. Be it through heavy construction or electrical components, the demand for molybdenum will remain strong as long as China continues to grow its gross domestic product at an impressive rate -- and for those of you keeping score at home, official projections from the International Monetary Fund are for China to grow GDP by an astonishing 10.5% in 2011.


Hedging risk

If you haven't learned it yet, 2010 reminded us that any market uncertainty is met with investors flocking to metals as a hedged-risk investment. Although it'd be highly unlikely that we'd be talking about a European debt crisis a year from now, this is the type of issue that could linger around long enough to erode confidence in the U.S. dollar and move the already-inflated metal prices even higher.

Molybdenum, unlike gold and silver, is trading more than 60% below its all-time high set in 2005, so it could have plenty of room to trade higher whether it's from an economic expansion or as a hedge against downside risk.


Good golly, miss moly

Now why Thompson Creek as opposed to the other molybdenum producers? How about tangible results!

Thompson Creek is expected to see a 40% rise in revenues, according to analyst expectations in 2011. A large part of that revenue jump can be attributed to rising molybdenum prices, while its Q3 after-tax margin of 32% represented its highest levels in years.

The balance sheet at Thompson Creek has been managed very prudently, which has allowed for healthy margins and the ability to make key investments in its future, such as its recent purchase of Terrane Metals.

Despite being one of the largest molybdenum producers, Thompson Creek chose to diversify its operations with this purchase, giving it roughly 6 million ounces of gold and 2.1 billion pounds of copper in proven and probable reserves. Copper continues to hit all-time highs and has countless practical uses in electronics. The permits are in place, so all that's left is to begin production from Mount Milligan, Canada, in 2013 and then begin reaping the rewards of those copper reserves.

So why not buy Thompson Creek's competitors? Because they just don't stack up when compared head-to-head.

General Moly, Thompson Creek's closest direct competitor, has failed to produce a dime of revenue and could still be years away from doing so. It did get a major investment from China to help move its Mount Hope development along, but it is still years away from becoming even a minor player.

Freeport-McMoRan, unlike General Moly, is a well-established, diversified juggernaut in the metals sector. I wouldn't bet against Freeport based on its business model and past success, but I would choose Thompson Creek based on a statistical comparison.

Freeport is nearing a price-to-book of nearly five with projected revenue growth of 15% in 2011. It also has a shade more than $1 billion in net debt. Thompson Creek boasts $483 million in net cash, a price-to-book of 1.7, and as alluded to earlier, a nearly 40% projected revenue growth rate in 2011. It's growing faster, its cash situation is a lot healthier, and it's priced far more attractively than Freeport.

Foolish forecast
Thompson Creek provides a near pure play in the molybdenum market, and I see the potential for considerable strength in that market in 2011. Only time will tell if I am right, but Thompson Creek looks poised for a bullish year."


http://indonsia-stock-exchange.blogspot.com/2010/...t-stocks-for.html