$$Meine neue Moly-Rakete$$
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Eröffnet am: | 17.10.07 10:40 | von: TheInvestme. | Anzahl Beiträge: | 305 |
Neuester Beitrag: | 08.04.08 19:35 | von: Harleyman50. | Leser gesamt: | 48.638 |
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Ich glaube aber, daß es momentan mal wieder an der schlechten Marktlage liegt. Der Gesamtmarkt ist einfach sehr nervös und wenn nur bei einer Bank wieder "Leichen" im Keller gefunden werden, zieht es gleich den ganzen Markt inclusive der guten oder anders gesagt unschuldigen Papiere mit runter. Aber es wird schon wieder. Außerdem halten wir uns doch noch recht gut bis jetzt. Solange wir seitlich laufen und nicht unter 90 cent rutschen, denke ich, daß wir bei der Marktlage recht zufrieden sein können.
LG, Harley
München ist für mich eh kein Thema, ist zu weit weg von NRW. ;-)
Aber wie bereits geschrieben, sollte mir diesbzgl. was zu Ohren oder vor die Linse kommen, stell ich´s hier mal ein. ;-)
LG, Harley
http://www.columbiayukon.com/_resources/2007-02-20_DDH_Map.pdf
LG, Harley
Ihr seid aber schon noch bei CYU investiert oder? ;-)
So, heute ist Freitag, ich bin dafür, wir starten jetzt schön grün durch. ;-)
LG, Harley
Aber erst mal bin ich guter Dinge. Schaun mer moi
LG, Harley
ALSO WAS DENKT IHR ...WIE GEHTS WEITER
MEIN TIP IST DAS WIR DIE NÄCHSTE WOCHE UNS UM 1,03 EINPENDELN BIS MITTWOCH
UND DANN FREUEN WIR UNS ALLE AUF EINEN VERDAMMT GRÜNEN NOVEMBER MIT KURSEN UM 1,35 :P
UND EUER TIP?
am meisten freue ich mich da drauf wenn es über 1,30 geht ...dann ...gehts rund
Aber es wird schon, da bin ich mir sicher. Und vom Potenzial her schätze ich CYU ein wenig so ein wie TCM bzw. damals Blue Pearl.
Bis später.
LG, Harley
LG, Harley
Aber bis jetzt sieht es eigentlich recht freundlich und grün aus.
Irgendwie frag ich mich gerade, wie lange es noch dauert, bis ich Dir, biwel wieder Sterne vergeben darf. Irgendwie sagt Ariva mir immer, und das schon seit Tagen, ich hätte Dir schon zu viele verpaßt. ;-) Irgendwie seltsam.....
LG, Harley
Du bist noch recht frisch dabei. Bewerten kannste erst ab ner gewissen Anzahl von Postings, die Du geschrieben hast. Aber die Anzahl haste ja jetzt erreicht.
LG, Harley
LG, Harley
Ich hab es mal aus dem TCM Thread kopiert. Klaus dürfte nichts dagegen haben. ;-) Es kommt auch unsere CYU drin vor.
@biwel oder auch andere, die evtl. des englischen nicht so mächtig sind, wenn Du den Text so nicht lesen kannst, jag ihn mal für Dich selber durch z.B. Google Translater. Um Verfälschungen zu vermeiden, möchte ich ihn hier lieber im Original einstellen.
Der Text kommt ursprünglich aus dem Stockhouse Forum.
Author: Lawrence Williams
Posted: Thursday , 25 Oct 2007
LONDON -
Mining Journal's 20:20 half day focused presentational meetings held in London picked an interesting subject for today's event, namely molybdenum. Most moly production is from byproduct porphyry copper operations, but the speakers here represented current and prospective focused mining companies which would enable an investor to take a position on the metal itself and on some of its producers.
Molybdenum is primarily used in the steel sector in the manufacture of austenitic corrosion resistant grades of stainless steel, low alloy steels and in the manufacture of steel tools and castings. Lesser amounts are used in other industries like chemicals and oil.
There are a number of factors that have come into play which has led to molybdenum substantially outperforming markets for most other metals over the past few years - notably the big increase in steel production - and in particular that for stainless steel - coupled with declining production from some of the traditional producers, a huge reduction in exports of Chinese molybdenum and a lack of new projects coming on stream.
Looking at the market in general, Tony Warwick-Ching of metals analysis specialists CRU was extremely positive on the future of molybdenum prices in the short and medium term (positive for a miner that is, not necessarily so for a consumer!).
The title of Warwick-Ching's presentation was "Does moly need new producers?" The answer was a pretty resounding ‘Yes'. He feels the market is in the middle of a major price rally which is sustainable over the next several years - and possibly beyond - and although the current rally is "the most spectacular in history", the price has still not yet reached its real-terms peak achieved briefly in the late ‘70s.
He quoted three reasons for optimism - Robust Demand, Lean Supply and a High Incentive Price for new production.
He also noted that, unlike some other metals where substitution has become a factor when big price increases have occurred, the moly market has proved so far to be remarkably non-sensitive to price increases. With stainless steel consumption growing 6 percent a year, demand is likely to remain robust.
On the supply side 70 percent of output is as a byproduct of copper mining and here the primary mines are close to full capacity. Some have been high grading moly production - sometimes at the expense of copper grades - to take advantage of the recent high prices, but indications are that the high-grade production is now falling back again.
Warwick-Ching reckons the existing major copper/moly producers are running out of steam, reactivated mines are peaking and, as noted above, high grading is on the downturn, but demand continues to increase thus creating a strong position for new producers - but most of those in the pipeline unlikely to start coming into production until late 2008/early 2009 at the earliest.
It is possible that technology advances may improve recoveries at existing operations which may help the supply position, but only marginally. Growth in demand is put at a very conservative 4.5% per annum.
The rest of the meeting was filled with presentations from mining companies reckoning on helping plug the supply/demand gap - a task possibly made easier by the strong price projections. Several of the presenters did comment on the overall market, but none, hardly surprisingly, disagreed in substance with Warwick-Ching's analysis. All those presenting had very interesting new development projects under way which made for an excellent couple of sessions. Those companies represented were Adanac Molybdenum, Columbia Yukon Exploration (both with big low grade projects in British Columbia, Canada), Queensland Ores and Moly Mines with high potential Australian projects - one small and one large, Virgin Metals with a very exciting small moly/copper project which could lead into thye development of a much larger copper/moly one - and Thompson Creek Metals, already the world's fourth largest moly producer from its Thompson Creek and Endako mines and with another big high grade potential underground property close enough to its Endako mine to reduce capital costs by trucking ore to the Endako mill.
For a mining sector with a relatively small universe of producers and potential producers the 20:20 event provided insights into an interesting cross section of those involved in the primary production field.
http://www.mineweb.com/mineweb/view/mineweb/en/...oid=38872&sn=Detail
LG, Harley
lasst es lieber januar bei 1,50 stehen...:D