Thompson Creek Metals (Blue Pearl Mng)

UPDATE 1-Chile's Molymet to sell 10 pct stake in stock market

Thu Sep 2, 2010 12:49pm EDT
www.reuters.com/article/idUSN0220874920100902

Aufgrund fehlender neuer Minen und Verzögerungen von Minenerweiterungen durch die Finanzkrise bei gleichzeitig steigender Nachfrage für Kupfer aus China und Indien, wird es mehrere Jahre dauern, bis die Kupferproduktion wieder mit dem Bedarf Schritt halten kann.
www.bloomberg.com/news/2010-06-07/...-years-freeport-says.html
www.bloomberg.com/news/2010-08-10/...ars-pan-pacific-says.html
www.mineweb.co.za/mineweb/view/mineweb/en/...il&pid=102055

Durch das fehlende Molybdän aus der "By-Produkt"-Herstellung dürfte sich auch die weltweite Moly-Produktion verknappen. Zu diesem Thema sei noch einmal an den folgenden Artikel erinnert:
www.thestreet.com/story/10791419/...l-for-2010-molybdenum.html

breitzumachen... im Kurs zumindest

Demand for Molybdenum grew at 7% annually from 2001-2008. Although global economic growth substantially declined in 2009, analysts expect demand growth to remain above global GDP growth and to return to above 6% annual growth rates beginning in 2010 based on pent up demand.

Over the past ten years, moly compound growth rates have grown from 2% (1997-2001) to 5% (2002-2006). This rapid demand growth is evidenced most notably in steel output, which grew 7.5% in 2007. As moly demand growth has outpaced production, consumers of moly have increasingly turned to inventories of moly to supplement production.

In the five years preceding the economic collapse, global moly inventories have fell from over 6.5 months of production to approximately 2.7 months. Even in this economic downcycle, inventories of molybdenum are not forecast to grow substantially.  At current demand levels, 20-25 million pounds of new molybdenum production must come to market each year to keep pace with market demand.


Global Demand

Worldwide demand for molybdenum has been robust.  Between 2005 and 2007, demand grew at an average of 8% per year.  Although the global economy has slowed substantially in 2009, steel industry participants continue to view the underlying demand fundamentals of the moly market positively.  CPM group, an independent market consultant, expects demand growth to rebound substantially to 6.0% in 2010, as evidence suggests that large moly-intensive steel projects have simply been deferred, rather than cancelled.  This global demand is largely fuelled by infrastructure development in China and India.
The market is expected to remain in deficit until 2012...

www.generalmoly.com/...d346ec=f8f2d2308b75f77d5bd9449034efb107

10-Aug-2010
Author: John Redstone, John Hughes

"Molybdenum demand to outstrip supply in 2011; Thompson Creek rated Top Pick with a one-year target of C$17.20/share"

reports.finance.yahoo.com/w0?r=49178132:2

mal sehen ob es dazu kommt. Der Barchart-Chart unten hat offenbar einen Datenfehler: die Eröffnung war mW bei 9,70 (s. advfn-Chart) und der letzte Candlestick muss kein Hammer sein, sondern eine grüne Kerze gleicher Länge. Sähe dann auch gleich noch freundlicher aus. Jedenfalls könnte hier der Beginn eines schönen Aufschwungs zu sehen sein, ist aber unter 11 noch wacklig. Meines Dafürhaltens. Alles kann, nichts muss. Schönes Wochenende (in Vorfreude? :-)

Forum verschieben, übrigens?

B.C. Govt., First Nations sign historic mining tax agreements
Posted:  Thursday , 26 Aug 2010
www.mineweb.com/mineweb/view/mineweb/en/...tail&pid=102055

McLeod Band get mine tax
Published: August 31, 2010 11:00 PM
www.bclocalnews.com/bc_north/...ews/101838268.html?mobile=true

...in the Diversified Metals & Mining Industry With the Best Relative Performance (TC, TCK, FCX, TIE, RTP)
Written on Mon, 09/06/2010 - 5:23amBy Chip Brian
www.mysmartrend.com/news-briefs/news-watch/...ng-industry-best

Largest Short Positions at 2010.08.31

Thompson Creek Metals Co com TCM 13,036,755  13,080,998  -44,243

http://www.financialpost.com/markets/data/market-short_pos.html

Chinese molybdenum market sinks, vanadium holds strong

BEIJING (Metal-Pages) 08-Sep-2010
The Chinese molybdenum market has continued to fall back against a backdrop of weak physical demand. “The government's restrictions on energy sensitive sectors have affected domestic steel production, which has accordingly undermined demand..."
...

www.metal-pages.com/news/story/49034

Value: 15.80 USD
Change: -0.629%

www.bloomberg.com/apps/quote?ticker=MBMOEUOX:IND

Mal schauen, wie lange noch...

bigcharts.marketwatch.com/charts/...p;rand=9043&mocktick=1

As of September 9, 2010 - US$ 15.65

 http://www.rocamines.com/s/Home.asp

SATURDAY, SEPTEMBER 11, 2010
By GENE EPSTEIN
online.barrons.com/article/...477712439086820.html?mod=BOLFeed

Settlement Date: 8/31/2010

Short Interest : 9,898,916
Read more: www.nasdaq.com/aspxcontent/...TC&selected=TC#ixzz0zQDzfYKq 9,898,916
www.nasdaq.com/aspxcontent/...s.aspx?symbol=TC&selected=TC

da du sonst den Alleinunterhalter spielst, melde ich mich auch mal wieder.

Heute sieht es richtig gut aus. RT 10,46 (+8,28%). Da sollte es die nächsten Tage weiter up gehen. Vorausgesetzt wir enden auf TH oder in der Nähe.

Gruß
Muppets

LONDON (Metal-Pages) 13-Sep-10
The London Metal Exchange (LME) cobalt cash price has increased more than 5% in the past week, as investors track increases in the physical market, while molybdenum has been unmoved on the Exchange, with some easing on the physical market,  dealers told.
...
www.metal-pages.com/news/story/49136/

alle über Bord gegangen oder am Ruder eingeschlafen???

Der Äquator ist überschritten - günstige Strömung, es geht wieder in nördliche Gefilde :-)

...despite mixed market signals

NEW YORK (Metal-Pages) 14-Sep-10
US spot metals prices for ferro-molybdenum and ferro-vanadium so far this week have held within their recent price ranges despite an uptick in buying activity, particularly for ferro-vanadium.
US spot ferro-molybdenum prices remained in a range of $17.50-18/lb delivered to the consumer.  Prices have been fairly static in the US market in recent months even as they began to rise in select global markets over the past two months.
...
www.metal-pages.com/news/story/49162/

Tracey Ryniec, On Thursday September 16, 2010, 1:00 am EDT
finance.yahoo.com/news/...ls-Company-zacks-2837226959.html?x=0

CUSCO, PERU (Metal-Pages) 16-Sep-2010

Global molybdenum consumption should leap 85% to 344000 tonnes, led mainly by growth in emerging countries such as India and China...

www.metal-pages.com/news/story/49213

Chinese demand for molybdenum to grow at 10% per annum over the next five years

CUSCO (Metal-Pages) 16-Sept-2010
China's demand for molybdenum is expected to grow at 10% per annum in the 2010-2015 period and its output of molybdenum concentrates will increase by 5% per annum in the same period, Xu Haihua of Beijing Antaike told delegates at the International Molybdenum Association's annual general meeting in Cusco, Peru.
...
www.metal-pages.com/news/story/49214/

bigcharts.marketwatch.com/charts/...p;rand=4107&mocktick=1