China Molybdenum

China Molybdenum
die Konkurrenz zu Blue Pearl Mining
ist heute an der Börse an den start gegangen
Kurs 1,04
1350 K volumen

aber stetig...dennoch schön zu gucken, das mal wieder was passiert mit der aktie

an alle, die investiert sind. Bin leider bei 1,17 raus. Mal sehn, vielleicht kauf ich nochmal.

Corporate investors, including China Life (2628.HK: Quote, Profile , Research), Citigroup (C.N: Quote, Profile , Research), Citic Pacific (0267.HK: Quote, Profile , Research), Cheung Kong (0001.HK: Quote, Profile , Research), Hong Kong tycoon Cheng Yu Tung, the Li Ka-shing Foundation, Bank of East Asia (0023.HK: Quote, Profile , Research) Chairman David Li, tycoon Lee Shau Kee and the Government of Singapore Investment Corp., bought a combined 3.9 percent of the firm through the offering.

SURGING DEMAND

Molybdenum prices jumped to a 17-month high in March as China raised export barriers for firms that export minor metals to crack down on polluting, resource-intensive industries.

Ferro molybdenum  prices rose to US$79 a kilogram in March, the highest since October 2005, due to a sudden increase in demand from steel production that was not matched by roasting capacity. Prices fell back to US$59.5 in January.

China accounted for 29 percent of global molybdenum output in 2004, but only 20 percent in 2005 as Beijing began closing small and polluting mines. Beijing, which recently imposed a 10 percent export duty on molybdenum, is expected to take further steps to discourage exports due to strong domestic demand.

China Molybdenum has six processing plants with annual ore processing capacity of 9.9 million tonnes. The firm plans to lift its roasting and smelting capacity to 20 kilotonnes per year and 15 kilotonnes per year, respectively, in 2008, from 18 kilotonnes and 11 kilotonnes, respectively.

China Moly faces hit from export curbs

02/06/2007

China Molybdenum (3993) has been hit by an expanding move to curb exports of the strategically important metal.

China Moly and another firm were Friday added to a Commerce Ministry list of molybdenum and indium firms required to be licensed before they can export.

A total of 48 firms are affected by the move, 18 of which are indium producers.

Market watchers said Friday it was not surprising to see China Moly added to the list as it is the second largest in China, but said its outlook was clouded by the move to cut exports.

Exports accounted for 34.9 percent of total sales in the first half of last year and 51 percent for the whole year.

It will also face greater competition in the mainland from producers without export licenses.

China has the world's biggest deposits, producing 43,941 tonnes last year, up from 29,957 tonnes in 2005.

In January 2005, Beijing set curbs for molybdenum plant expansions and cancelled an export-tax rebate, which was then followed by a 10 percent export tax on ferro-molybdenum starting from last November. Also, a 15 percent export tax was added on many molybdenum products effective Friday.

Nevertheless, exporters believe the domestic market is insufficient to absorb rising production.

"There is a rule of thumb that China wants to export 40 percent of molybdenum output, and keep 60 percent at home, compared with 60 percent exported through 2005," metals consultancy Antaike analyst Xu Aihua said.

China's molybdenum concentrate output could soar this year by 33 percent to reach 130,000 tonnes, equivalent to 58,500 tonnes of molybdenum metal content, she said.

Molybdenum is a metal used to harden steel as well as an alloying element which, used with chromium, enhances corrosion resistance in stainless steel. Indium is a metal used in thin films to form lubricated layers as well as to make alloys with low melting points.

C Moly trotz Beschränkungen steady. RT HK$= 12,28 -0,163%

also da tut sich auch nicht viel ..
diese aktie ist zu hoch bewertet ...

o.t.

PS glaube auch dass die Aktie "neutral" zu hoch bewertet ist, ABER ..die Moly fantasie wird grösser und bei Kapitalauflauf Lässt sich dann doch wieder was machen..

zudem wird der "Moly hype" jetzt an verscheiedenen Ecken propagandiert
UND
im runterrauschenden China bleibt die Bau und Flugzeug branche stabil........und braucht leichten, veerstärkten SUPER Stahl...>Moly..;-)

viel Glück

3993 CMOC 13.28 1.08 8.85 1,150,935 88,939

3993 CMOC 14.28 0.58 4.23 675,709 46,974

3993 CMOC 15.16 0.42 2.85 379,982 25,626

DJ MARKET TALK: China Defense-Related Stks Gain On New Guideline
2007/06/25 12:25
1059 [Dow Jones] China defense-related stocks jump after State Council approved a guideline which broadens fundraising channels for defense firms, analysts say. Hafei Aviation Industry (600038.SH) up daily limit 10% at CNY19.91, Shanghai Aerospace Automobile Electromechanical (600151.SH) +6.1% at CNY14.85, China Dongfanghong Spacesat (600118.SH) +4.7% at CNY38.50. Interest in these stocks, however, could wane soon if no more detailed measures in their favor are to come, analysts add.(SHY) Contact us in Hong Kong. 852 2802 7002; MarketTalk@dowjones.com (Delayed by 1 hour)  

3993 CMOC 15.7 +0.6 +3.97 532,458 33,826

in der letzten zeit...ganz still und heimlich :O)

und keiner sieht es :O)

Der Thread lässt allerdings zu wünschen übrig. Habt ihr keine Ahnung von dem Wert oder wieso sind hier kaum Fundamentaldaten zum Nachlesen vorhanden..
Das ist doch ein Witz... In eurem Interesse solltet ihr euch mal näher damit auseinander setzen, oder wozu gibt es hier diesen Thread- um zu schreiben ob der Kurs steigt oder fällt, und wer wieviel investiert ist ? Oder ist der Sinn des Threads doch Meinungen charttechnischer sowie fundamentaler Art und Weise auszutauschen. Ist schon ganz schön zugespitzt formuliert, das weiß ich. Jeder sollte sich aber mal fragen ob da nicht doch was dran ist... ;-)

Mit freundl. Grüßen TraderonTour

drin ;O)
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Man muss traden was man sieht, nicht was man glaubt!

For the 6 months ended Jun 2007, gain attributable to shareholders for the group was RMB$ 1104.333 million , a growth of 85.33%.
Announcement Date : 2007/08/22

scheinbar hat die moly alle unruhigen zeiten super überstanden :D
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Man muss traden was man sieht, nicht was man glaubt!

A0M4XK CNE1000002M1 China Merchants Bank Co. Ltd. A0KFDV
A0M4XJ CNE1000002L3 China Life Insurance Co. Ltd. 358060
A0M4XG CNE1000002J7 China COSCO Holdings Co. Ltd. A0ERWH
A0M4ZT CNE100000528 China Coal Energy Co. Ltd. A0LFFX
A0M4XD CNE1000002F5 China Cmnctns Construct.Co.Ltd A0LFFW
A0M4XC CNE1000002D0 China BlueChemical Ltd. A0KFMD
A0M4XS CNE1000002V2 China Telecom Corp. Ltd. 786748
A0M4WW CNE1000001W2 Anhui Conch Cement Co. Ltd. 909950
A0M4WZ CNE1000001Z5 Bank of China Ltd. A0JMZ8
A0M4WV CNE1000001V4 Angang Steel Co. Ltd. 908236
A0M4W2 CNE100000221 Beijing Cap.Intl Airport Co.Lt 932474
A0M4W3 CNE100000239 Beijing Capital Land Ltd. 345840
A0M4X8 CNE1000003C0 Harbin Power Equipment Co.Ltd. 893551
A0M4WU CNE1000001T8 Aluminum Corp. of China Ltd. 765907
A0M4WY CNE1000001Y8 AviChina Industry & Technology 592685
A0M4YE CNE1000003K3 Jiangxi Copper Co. Ltd. 907061
A0M4YJ CNE1000003P2 Lianhua Supermkt Hdgs Co.Ltd. 347418
A0M4WJ CNE1000001H3 Lingbao Gold Co. Ltd. A0H0MZ
A0M4XN CNE1000002Q2 China Petroleum & Chemi. Corp. 578955
A0M4YL CNE1000003R8 Maanshan Iron and Steel Co.Ltd 888196
A0M4XL CNE1000002N9 China Natl Build. Mat. Co. Ltd A0JDAF
A0M4XQ CNE1000002S8 China Ship.Develop.Company Ltd 893238
A0M4XF CNE1000002H1 China Construction Bank Corp. A0HF1W
A0M4XW CNE1000002Z3 Datang Intl Power Gen. Co.Ltd. 906079
A0M4WP CNE1000001N1 Shandong Molong Petr. Mach. Co A0B9ZY
A0M4XR CNE1000002T6 China Southern Airlines Co.Ltd 908414

A0M4V5 CNE100000114 China Molybdenum Co. Ltd. A0MND2

A0M4XH CNE1000002K5 China Eastern Airlines Corp.Lt 905177
A0M4XT CNE1000002W0 Chongqing Iron&Steel Co. Ltd. 909882
A0M4YY CNE100000445 Shanghai Prime Mach. Co. Ltd. A0JKQ0
A0M4X0 CNE100000338 Great Wall Motor Co. Ltd. A0BKMB
A0M4Y5 CNE1000004C8 Sinopec Shanghai Petrochemical 887167
A0M4YR CNE1000003X6 Ping An Insurance(Grp)Co.China A0CBBB
A0M4WT CNE1000001S0 Air China Ltd. A0DNWD
A0M4ZD CNE1000004M7 Weiqiao Textile Co. Ltd. 358055
A0M4YB CNE1000003G1 Ind.& Comm.Bk of China, The A0LB42
A0M4ZG CNE1000004Q8 Yanzhou Coal Mining Co. Ltd. 913124
A0M25Q US3703731022 General Moly Inc. A0DK8G
A0M4ZJ CNE1000004S4 Zhejiang Expressway Co.Ltd. 906841
A0M4ZR CNE100000502 Zijin Mining Group Co. Ltd. A0BKW4

Alle Langzeitorders / Stop-Order mussten auf Grund dieser Umstellung gelöscht werden, bitte legen Sie bei Bedarf neue Orders ein.

3993 CMOC 19.26 +1.42 +7.96% 977,555 51,228

warum meine spasskasse aktuellere kurse liefert als die bude hier ^^
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Man muss traden was man sieht, nicht was man glaubt!

n.T.
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Man muss traden was man sieht, nicht was man glaubt!

DJ MARKET TALK: MS Ups China Moly To Overweight Vs Equal-Weight Oct 29, 2007 09:49

0937 [Dow Jones] STOCK CALL: Morgan Stanley upgrades China Molybdenum (3993.HK [News / Quote]) to Overweight from Equal-weight, raises target to HK$24 from HK$14.10, as now more comfortable incorporating transformational acquisition in base case forecasts. 'We now look for a doubling in volumes and earnings power from our previous forecasts and raise our 2008 and 2009 EPS forecasts to CNY1.34 and CNY1.25.' Based on new 2008 EPS forecasts, shares trade at 13.2x, 47% discount to its closest peer, Hunan Nonferrous (2626.HK [News / Quote]), in line with its global materials peers. China Moly +1.9% at HK$18.38 at pre-open. (SYC) Contact us in Hong Kong. 852 2802 7002; MarketTalk@dowjones.com

Quelle: www.dhsec.com/NewsDetail.asp?StoryID=e-20071028DN003772cos




DJ MARKET TALK: MS Starts Hunan Nonferrous At Equal-Weight Oct 29, 2007 09:54

0943 [Dow Jones] STOCK CALL: Morgan Stanley starts Hunan Nonferrous (2626.HK [News / Quote]) at Equal-weight, HK$6.10 price target; tips forecast earnings in 2009 to more than double from 2007, primarily through asset acquisitions, which will help HNC move upstream into mining. Thinks company is on right track, but potential earnings growth from such moves may already be priced in; still advises investors to switch into China Moly (3993.HK [News / Quote]) on faster earnings growth and valuation merits. Hunan +5.5% at HK$7.06 at pre-open. (SYC) Contact us in Hong Kong. 852 2802 7002; MarketTalk@dowjones.com

Quelle: www.dhsec.com/NewsDetail.asp?StoryID=e-20071028DN003794cos




Und hier noch was vom 22.10.07:

DJ MARKET TALK: CST +11.5%; More Molybdenum Vs China Molybdenum? Oct 22, 2007 15:34  

1509 [Dow Jones] China Sci-Tech (0985.HK [News / Quote]) +11.5% at 48.5 HK cents, volume hefty at HK$441.3 million. According to 3V research, local press reports that China molybdenum miner Jinfeng may inject 11 molybdenum mines into China Sci-Tech; estimated molybdenum reserve in these 11 mines reaches 790kt, 5% more than that of China Molybdenum (3993.HK [News / Quote]). Given SCT's market cap of HK$2.55 billion (which already inflated by 3-day 42.6% jump) vs China Molybdenum's HK$24.4 billion, may suggest still upside for SCT if report true, but that's up to anyone's guess given lack of credible information. CST issues unusual price movement notice at noon, says discussions with independent 3rd parties to explore investment opportunities in mineral resources projects 'at preliminary stage and are yet to be finalized.'(RLI) Contact us in Hong Kong. 852 2802 7002; MarketTalk@dowjones.com

Quelle: www.dhsec.com/NewsDetail.asp?StoryID=e-20071022DN001500cos

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