CONSOLID.THOMP - Einstiegskurse ?

Wer kann mir mehr über diese Unternehmung sagen? Habe den Eindruck, dass wir hier supergünstige Einstiegskurse haben !

die CLM bleibt im Fokus:

"Consolidated Thompson shares a steal as iron ore prices firm?

Mr. Redstone raised his 2011 iron ore price forecast to $120 (U.S.) per tonne from $80 and suggested suspected moves in India to limit exports could result in the market falling further into deficit.

India typically provides about 12 per cent of the total exported material, but there have been calls recently from within the country to restrict or eliminate iron ore shipments abroad because of demand from domestic steel mills. “Certainly, we have heard reports that stockpiles of iron ore in China have been drawn down in recent weeks as shipments from India have declined. Any sustained reduction in Indian exports would obviously result in intensified tightness in the overall market,” he said.

Mr. Redstone’s preferred iron ore play is Consolidated Thompson Iron Mines. Its main asset is the 75-per-cent owned Bloom Lake mine in Labrador, which is still being ramped up to full production. ..."

www.theglobeandmail.com/globe-investor/...firm/article1782737/

www.goldinvest.de/index.php/...-bei-eisenerz-profitieren-18666

ist schon eine wahnsinnige Entwicklung, welche der Kurs der CLM hingelegt hat.
Nun haben wir auch die 7€-Marke (m.M.n. nachhaltig) überschritten. Und wir sind ja noch lange nicht am Ende der Fahnenstange angelangt.
Meine Meinung: laufen lassen

... auf zu einem neuen Allzeithoch.

die CLM ist absolut auf dem richtigen Weg. Dies beweisen auch die heute veröffentlichten Zahlen:

"Consolidated Thompson Iron Mines Reports First Profit and Positive Operating Cash Flow in Third Quarter 2010
MONTREAL, QUEBEC, Nov 05, 2010 (MARKETWIRE via COMTEX) -- Attention: Business / Financial Editors

Consolidated Thompson Iron Mines Ltd. /quotes/comstock/11t!e:clm (CA:CLM 10.84, 0.00, 0.00%) ("CLM" or the "Corporation", or "Consolidated Thompson") today reported financial and operational results for the third quarter ended September 30, 2010.

Highlights:
- The Corporation successfully achieved the first full quarter of production
 and shipments of high-quality iron ore concentrate from its Bloom Lake
 property.
- The Corporation recorded its first quarterly profit with a net income of
 $46.4 million or $0.19 per diluted share.
- Cash flow from operating activities was positive for the first time in the
 third quarter at $51.0 million or $0.21 per share.
- Production ramp-up at the Bloom Lake mine continues and the Corporation
 expects to reach 90% of the design capacity of 8 million tonnes per year
 ("MTPY") at the end of this year and expects to reach a rate of 8 MTPY at
 the end of the first quarter 2011.
- The Corporation ended the quarter with cash resources of $48.2 million and
 expects positive operating cash flow going forward, subject to global
 market conditions.
- Expansion of the Bloom Lake mine and mill to 16 MTPY of high quality iron
 ore concentrate is underway as engineering and civil work are proceeding.
 The Corporation will also start the foundation of the new mill before
 year-end. In addition, authorization has been received from the government
 of Newfoundland and Labrador to double annual rail transport volume to 16
 MTPY...."

www.marketwatch.com/story/...-11-05-71220?reflink=MW_news_stmp

sagen: abolut gutes Händchen .... super Performance!

Meinen Glückwunsch ... na, bin auch eingestiegen ... bei Interesse, schau mal bei

Northern Uranium

rein.

Alles Gute!

(Staats)Fernsehen ist immer gut. Bringt die guten Nachrichten unter die Leute.
Viel Spass und Erfolg mit der CLM.

... wie sich die CLM entwickelt...

"Consolidated Thompson Announces US$200 Million Bought Deal Financing of Convertible Unsecured Subordinated Debentures

MONTREAL, QUEBEC--(Marketwire - Nov. 8, 2010) -

Consolidated Thompson Iron Mines Limited (TSX: CLM) ("CLM" or the "Corporation") today announced that it has entered into an agreement for a bought deal financing with a syndicate of underwriters, co-led by GMP Securities L.P. and BMO Capital Markets, and including CIBC, RBC Capital Markets, Macquarie Capital Market Canada Ltd. and Desjardins Securities Inc. (collectively, the "Underwriters"), for US$200,000,000 aggregate principal amount of convertible unsecured subordinated debentures (the "Convertible Debentures") together with an over-allotment option of up to US$30,000,000 exercisable at any time up to 30 days following the closing date..."

www.benzinga.com/pressreleases/10/11/...ght-deal-financing-of-

hoffentlich kein schlechtes Omen:

"Brian V. Tobin Appointed Interim CEO of Consolidated Thompson

Consolidated Thompson Iron Mines Limited (TSX:CLM) ("CLM" or the "Corporation") today announced that Richard Quesnel, President, Chief Executive Officer (CEO) and Director of the Corporation, has been found guilty by the Cour du Québec on two (2) charges of contravening section 187 of the Securities Act, and two (2) charges of contravening section 97 of the Securities Act, with reference to section 174 of the Securities Regulation. The charges were brought by the Autorité des marchés financiers and concern the purchase of 30,000 CLM common shares while in possession of privileged information in March 2006 and also failing to report such purchases within the ten days required by law.
..."

www.marketwire.com/press-release-canada/...TSX-CLM-1355788.htm

zur Zeit ist es sehr ruhig um die CLM. Und der Kurs hält sich ganz wacker. Es könnte m.M.n. gut sein, dass wir bis zum Jahresende die 10€-Marke sehen. So eine kleine Jahersendrally wäre doch noch das Sahnehäubchen auf die Kursentwicklung dieses Jahres.
Schauen wir mal wie's Ende Dezember aussieht.

"Consolidated Thompson Closes US$230 Million Financing of Convertible Unsecured Subordinated Debentures
MONTREAL, QUEBEC--(Marketwire - Nov. 29, 2010) -

Consolidated Thompson Iron Mines Limited ("CLM" or the "Corporation") (TSX:CLM) today announced that it has closed the offering of US$230,000,000 aggregate principal amount of convertible unsecured subordinated debentures (the "Convertible Debentures") (which includes the exercise in full by the underwriters of their over-allotment option of US$30,000,000 principal amount of Convertible Debentures). The offering was underwritten by a syndicate of underwriters co-led by GMP Securities L.P. and BMO Capital Markets, and included CIBC World Markets Inc., RBC Capital Markets, Macquarie Capital Market Canada Ltd. and Desjardins Securities Inc.

Highlights

Interest rate of 5.0% per annum, payable semi-annually
Maturity: November 30, 2017
Redemption right after 3 years
Conversion price of US$15.2439 per common share
Net proceeds will be used to fund the feasibility studies for the development of the Lamêlée-Peppler property, acquisitions and for general corporate purposes
..."

www.marketwire.com/press-release-canada/...TSX-CLM-1360253.htm

"Now that Consolidated Thompson Iron Mines Ltd. (CLM-T11.93-0.17-1.40%) has completed its $230-million convertible debenture issue, analysts are quickly reinstating coverage of the iron ore producer and at least two suggest the bulked up balance sheet is going to pay off for shareholders.

CIBC World Markets Inc. analyst Ian Parkinson is particularly bullish, reinstating coverage with a “sector outperformer” rating and a $17 price target. With iron ore prices remaining high and the company’s growing production profile from its Peppler Lake and Bloom Lake operations in Labrador, Consolidated Thompson “has the cash flow and now the balance sheet to make things happen,” he said.
...
At Desjardins Securities, analyst John Redstone reinstated coverage with a “buy-average risk" recommendation and hiked his price target by 10 cents to $14 a share..."

www.theglobeandmail.com/globe-investor/...ming/article1819156/

"Consolidated Thompson dürfte auf Einkaufstour gehen

230 Mio. US-Dollar frisches Kapital hat Consolidated Thompson Iron Mines (WKN A0KFDB) nach einer vor Kurzem abgeschlossenen Finanzierung in der Kasse. Analysten gehen davon aus, dass der Konzern sich nun nach möglichen Übernahmezielen umsieht.

Consolidated Thompson verfüge nun über ausreichend Feuerkraft, um eine Reihe von börsennotierten Juniors aus dem Labrador Trough gegen Cash zu oder eine der größeren Entwicklungsfirmen der Region für Cash und Aktien zu übernehmen meinen die Analysten von Raymond James.

Die Experten von Desjardins Securities rechnen zudem damit, dass das Unternehmen dieses Kapital auch einsetzen wird, um sein Eisenerzprojekt Lamelee-Peppler im Labrador Trough zu entwickeln. Sie gehen davon aus, dass Consolidated Thompson die 302 Mio. Tonnen an Ressourcen in Reserven umwandeln kann, was ein Minenleben von 20 Jahren bedeuten würde.
..."

www.goldinvest.de/index.php/...te-auf-einkaufstour-gehen-19076

The facility can be drawn in Canadian or US dollars and will bear interest at floating rates, plus a margin based on the leverage ratio of the Corporation. Both CLM and its subsidiary, The Bloom Lake Iron Ore Mine Limited Partnership, will have the ability to borrow under the facility. The obligations under the facility will be senior secured indebtedness ranking pari passu with the US$100 million senior secured bonds issued in January 2010. A portion of the facility can be used for the issuance of letters of credit, which will allow for the immediate release of the restricted cash currently shown on the balance sheet of the Corporation.
..."

www.marketwire.com/press-release/...cility-TSX-CLM-1370715.htm

nun hat es doch noch gereicht und wir haben zum Jahresende die 10-Euro-Marke eingenommen. Wir hoffen auf ein ebenso erfolgreiches Jahr 2011 wie das Letzte und dass wir nie mehr unter die 10 Euronen kommen.
Weiterhin viel Erfolg.

sie werden sich champion minerals schnappen

wie wird sich dies wohl noch auf den Kurs auswirken?

"Cliffs Natural Resources said on Tuesday that it had agreed to buy Consolidated Thompson Iron Mines for nearly $5 billion in cash, seeking to bolster its presence in Canada.

Under the terms of the deal, Cliffs, based in Cleveland, will pay 17.25 Canadian dollars, or $17.43, per share of Consolidated Thompson, an iron ore producer based in Montreal. That is a roughly 30 percent premium to the target’s closing share price on Monday.

Consolidated Thompson’s biggest shareholder, Wuhan Iron and Steel of China, which owns about 19 percent of the company, has agreed to the deal. The acquisition requires the approval of two-thirds of Consolidated Thompson shareholders who attend the company’s special investor meeting on the acquisition, which has yet to be scheduled.
..."

dealbook.nytimes.com/2011/01/11/...ted-thompson-for-5-billion/

sieht gut aus...

"Consolidated Thompson takeover would create iron ore giant
Saturday, 15 Jan 2011With the friendly takeover of Quebec's Consolidated Thompson Iron Mines, Cleveland based miner Cliff Natural Resources hopes to develop a relationship with China's third largest steelmaker, open access to Asian markets, and achieve millions of dollars in cost savings at the two companies' nearby operations.

Cliffs and Consolidated Thompson announced that they have entered into a definite arrangement agreement to let Cliffs Natural Resources to acquire Consolidated Thompson for a CAD 4.9 billion or CAD 17.27 per share all cash bid.

The US miner has already entered into an agreement with Consolidated Thompson's largest shareholder, Wuhan Iron & Steel, which owns nearly 19% of the Canadian company's shares.

Mr Laurie Brlas CFO of Cliffs said that Cliffs' officers and its board of directors have agreed to sell another 3% to 5% of their shares to Cliffs, bringing the total Consolidated Thompson shares now locked up for Cliffs to a range of 22% to 24%. The two companies have also agreed to a CAD 150 million break up fee.
.."

www.steelguru.com/raw_material_news/...n_ore_giant/186400.html

Das ist die Frage, die sich diverse Analysten die letzten Tage gestellt haben. Die meisten, wie auch in angefügtem Bericht, sind der Meinung, noch etwas zu zuwarten:

"Do not rule out competing bid for Consolidated Thompson - Analysts
Tuesday, 18 Jan 2011Is a higher bid looming for Consolidated Thompson Iron Mines Limited or should shareholders take Cliffs Natural Resources Inc's USD 17.25 a share offer and run?

It's the question of the day and several analysts suggest not to rule out another party coming to the table.

As readers of the Eye on Equities posting know, Consolidated Thompson has been a favorite of the analyst community in recent months. Expanding steel production from the rapidly growing economies of China and India paints a promising future for the Montreal based iron ore producer, which is increasing output through its Peppler Lake and Bloom Lake operations in Labrador at a time of limited global supply growth.

While the offer valued at about USD 4.9 billion represents a 30% premium to its closing price and the 20 day volume weighted average price, a handful of analysts believe it doesn’t fully value the company.

Mr Peter Campbell analyst at Jennings Capital Inc maintained his target price of USD 18.50 and said while the offer is reasonable, it does not offer shareholders any premium to its fair value and there is at least a remote possibility for a premium offer to arise. Cliffs has indicated USD 75 million in synergies; he wonders what cost savings may arise if producers like ArcelorMittal and Rio Tinto tie up with the company.
.."

www.steelguru.com/raw_material_news/..._-_Analysts/186822.html

"Cliffs Acquisition Aimed at Growth, Foothold in Asia

Cliffs Natural Resources ( CLF ) is an international mining and natural resources company. It is the largest producer of iron ore pellets in North America and a major supplier of direct-shipping lump and fines iron ore out of Australia. It is also a significant producer of metallurgical coal. Competitors include Vale ( VALE ), BHP Billiton ( BBL ) and the Rio Tinto group.

Recently, Cliffs announced its intention to acquire Canadian rival Consolidated Thompson Iron Mines Ltd in a $4.9 billion all-cash deal. This deal will consolidate Cliffs position as North America's largest producer of iron ore pellets with an added capacity of 8 million tons.
...
… and Consolidated Thompson will make it bigger
Consolidated Thompson operates the Canadian Bloom Lake mine, which commenced iron ore concentrates production in May 2010, and has an initial production capacity of 8 million tons. This capacity is expected to be upgraded to 16 million tons in late 2012.
..."

community.nasdaq.com/News/2011-02/...n-asia.aspx?storyid=55972

"Cliffs Natural Resources' Big Deal

NEW YORK (Trefis) -- Cliffs Natural Resources(CLF_) is an international mining and natural resources company. It is the largest producer of iron ore pellets in North America and a major supplier of direct-shipping lump and fines iron ore out of Australia. It is also a significant producer of metallurgical coal. Competitors include Vale(VALE_), BHP Billiton(BBL_) and the Rio Tinto group.
...
Consolidated Thompson operates the Canadian Bloom Lake mine, which commenced iron ore concentrates production in May 2010, and has an initial production capacity of 8 million tons. This capacity is expected to be upgraded to 16 million tons in late 2012.
Besides boosting Cliffs' production capacity, the acquisition adds about $75 million in operational synergies for Cliffs. But most importantly, the deal also helps the North American Iron Ore division cater to the rising iron ore demand in Asia -- most particularly in China.
...
The acquisition of Consolidated Thompson is in-line with Cliffs strategy to diversify its geographical presence. Almost all its sale of iron ore in China is currently through its Asia Pacific Iron Ore Division, which has a limited supply capacity of 9 million metric tonnes of iron ore. The added capacity would allow Cliffs to garner a bigger share of the seaborne iron ore trade with Asia.
..."
www.thestreet.com/story/10997788/1/...resources-big-deal.html#

"Consolidated Thompson Says Court Approves Arrangement With Cliffs

Consolidated Thompson Iron Mines Ltd. (CLM.TO: News ) said it received a final order of the Superior Court of Quebec under the Canada Business Corporations Act approving the plan of arrangement pursuant to which Cliffs Natural Resources Inc. would buy all the outstanding common shares of CLM.

While certain other regulatory approvals are pending, on February 28, 2011, the Canadian Competition Bureau issued a "no-action" letter, which constitutes clearance under the Competition Act pursuant to the terms of the Arrangement. Under the Arrangement, the company's shareholders would receive $17.25 in cash for each outstanding CLM common share. "

www.rttnews.com/Content/QuickFacts.aspx?Node=B1&Id=1565550

die Übernahme scheint "gegessen" zu sein. Somit ist m.M.n. auch nicht mehr mit grossen Kurssteigerungen zu rechnen. Infogledessen habe ich meine Anteile verkauft und mache mich nun auf die Suche nach der nächsten CLM.

Weiterhin viel Erfolg @ all.