auu, madis 43 !!!
Mis arvad hetkel Quadra`st (QUA.TO) ? 06.03 avaldab oma tulemused... Viimase 3 kuu jooksul on sujuvalt tõusnud oma põhjadest; kas oled positsiooni juba sisse võtnud või hoiad hetkel eemale?
hilja noormees, hilja
TaivoS,
jutt on pikemaajalisest positsioonist, mitte kauplemisest. Ja tagantjärgi tarkus pole suurem asi tarkus kah...
jutt on pikemaajalisest positsioonist, mitte kauplemisest. Ja tagantjärgi tarkus pole suurem asi tarkus kah...
Ei, vist on hilja Madist hüüda. Teda pole siin foorumis vist enam õige mitu kvartalit näha.
Metallid ja kaevandused tundub hetkel üks turvaline investeering olevat. Siin on eelnevalt põhjalik töö tehtud ettevõtete ja indeksite tutvustamisel.
Kui eelmised viis aastat oli panganduse võidukäik mis lõppes krahhiga ja veel enne seda interneti buum siis toorained võivad saada väärtust juurde vaatamata nõudluse langusele.
Lisaks on veel hinnatasemes koos ülejäänud turuga allapoole tulnud ja pikkade posisioonide hoidjatele peaks investeerimise aeg käes olema.
Kui eelmised viis aastat oli panganduse võidukäik mis lõppes krahhiga ja veel enne seda interneti buum siis toorained võivad saada väärtust juurde vaatamata nõudluse langusele.
Lisaks on veel hinnatasemes koos ülejäänud turuga allapoole tulnud ja pikkade posisioonide hoidjatele peaks investeerimise aeg käes olema.
Masters strikes again: Appearing before the Senate Agriculture Committee. Thursday, June 4, 2009
Kui on odav siis osta, ehk ennustamise peal , mõned metallid, läksid hinnast paigast.
Reuters: Mitsui Sees Recovery In Metals Demand In 2010
The outlook for metals demand in 2010 is improving as global economies react to the coordinated impact of government stimuli, according to Mitsui Bussan Commodities. ( MBC )
The London Metal Exchange associate broker clearing member forecasts 2010 year-on-year average price gains of 28% for copper, 15% for aluminum, 8% for zinc, 14% for lead, 10% for nickel and 11% for tin.
MBC said it is "cautiously optimistic" for 2010, with strategic Chinese buying estimated to be $10 billion more than is likely to be consumed in 2009.
"Despite this excess buying by the Chinese, metals balance sheets remain in surplus for 2009 and are projected to continue to do so through 2010," said Justin Lennon, senior analyst at MBC.
MBC expects a recovery in Chinese exports to enable gross domestic product to achieve double digit growth in 2010.
"The financial crisis of 2008 severely impacted metal demand in western economies this year and 2009 demand destruction ranges between 14% and 30%, depending on the metal," said Dr. Mo Ahmadzadeh, President of Mitsui Bussan Commodities New York. In contrast, Ahmadzadeh said that Chinese "apparent consumption" is expected to grow by as much as 43% for nickel and 34% for copper in 2009. "This is clearly influenced by a significant amount of strategic accumulation of reserves by the Chinese," said Ahmadzadeh. "The global response by producers to this in 2009 has been to pare metal output by between 3% and 12%," he said. Although the market balances point to surpluses in 2010, MBC is not pessimistic for the outlook for prices in recognition of the resurgence in investor interest in commodities in general and metals in particular. Pointing to the role of commodity index funds, MBC said it recognizes that nearly half of the near $100 billion reduction in asset value held by investors has been recovered in the markets this year. This has attracted renewed interest, which is expected to support LME values through 2010.
The outlook for metals demand in 2010 is improving as global economies react to the coordinated impact of government stimuli, according to Mitsui Bussan Commodities. ( MBC )
The London Metal Exchange associate broker clearing member forecasts 2010 year-on-year average price gains of 28% for copper, 15% for aluminum, 8% for zinc, 14% for lead, 10% for nickel and 11% for tin.
MBC said it is "cautiously optimistic" for 2010, with strategic Chinese buying estimated to be $10 billion more than is likely to be consumed in 2009.
"Despite this excess buying by the Chinese, metals balance sheets remain in surplus for 2009 and are projected to continue to do so through 2010," said Justin Lennon, senior analyst at MBC.
MBC expects a recovery in Chinese exports to enable gross domestic product to achieve double digit growth in 2010.
"The financial crisis of 2008 severely impacted metal demand in western economies this year and 2009 demand destruction ranges between 14% and 30%, depending on the metal," said Dr. Mo Ahmadzadeh, President of Mitsui Bussan Commodities New York. In contrast, Ahmadzadeh said that Chinese "apparent consumption" is expected to grow by as much as 43% for nickel and 34% for copper in 2009. "This is clearly influenced by a significant amount of strategic accumulation of reserves by the Chinese," said Ahmadzadeh. "The global response by producers to this in 2009 has been to pare metal output by between 3% and 12%," he said. Although the market balances point to surpluses in 2010, MBC is not pessimistic for the outlook for prices in recognition of the resurgence in investor interest in commodities in general and metals in particular. Pointing to the role of commodity index funds, MBC said it recognizes that nearly half of the near $100 billion reduction in asset value held by investors has been recovered in the markets this year. This has attracted renewed interest, which is expected to support LME values through 2010.
Ei näe siin hõiskavat rahvahulka? Selline vaikus tormilise tõusu ajal.
Metallid tõusevad viimastel päevadel üli jõuliselt. 4-6 % päevas: ACH, PAL, TCK, PCU,
Ja nafta/gaas AEZ tõusis + 15%
Metallid tõusevad viimastel päevadel üli jõuliselt. 4-6 % päevas: ACH, PAL, TCK, PCU,
Ja nafta/gaas AEZ tõusis + 15%
Kunagine väga populaarne metallide teema pole ammu kajastust leidnud!
http://www.economist.com/node/17155730
Dirty business: China is squeezing the supply of vital rare earths. But not for long
"The only existing producer outside Asia not dependent on Chinese ores is Silmet, a rare-metal firm in Estonia, which says it is now besieged by eager customers. It hopes other producers come online soon."
Hiina "pigistab" haruldaste muldmetallide varusid, kuid mitte kauaks. 17 perioodilist elementi on ühed kõige soovitumad materjalid moodsas tootmises, alates arvuti kõvakettast kuni laseriteni ning Hiina on maailma suurim haruldaste muldmetallide tootja. Septembris süüdistas Jaapan Hiinat varude blokeerimises, karistuseks hiina kalameeste arreteerimise eest. Alates 2006 aastast on Hiina võtnud järjest vähemaks eksporti haruldaste muldmetallide osas, 5-10 % aastas. Hetkel on Hiina positsioon veel tugev, hoides 35 % globaalsetest varudest. Kuid järgneva 4 aasta jooksul peaks algama tootmine Austraalias ja Californias ning India ja Vietnami kaevandustes peaks võimsust suurendatama. Ainukene väljaspool Aasiat asuv Hiinast sõltumatu tootja on Silmet Eestis, millel on hulgaliselt innukaid kliente.
China Said to Widen Its Embargo of Minerals:
http://www.nytimes.com/2010/10/20/business/global/20rare.html
China, which has been blocking shipments of crucial minerals to Japan for the last month, has now quietly halted some shipments of those materials to the United States and Europe, three industry officials said this week.
The Chinese action, involving rare earth minerals that are crucial to manufacturing many advanced products, seems certain to further intensify already rising trade and currency tensions with the West. Until recently, China typically sought quick and quiet accommodations on trade issues. But the interruption in rare earth supplies is the latest sign from Beijing that Chinese leaders are willing to use their growing economic muscle.
China mines 95 percent of the world’s rare earth elements, which have broad commercial and military applications, and are vital to the manufacture of products as diverse as cellphones, large wind turbines and guided missiles. Any curtailment of Chinese supplies of rare earths is likely to be greeted with alarm in Western capitals, particularly because Western companies are believed to keep much smaller stockpiles of rare earths than Japanese companies.
CNN siin seletab, et need elemendid polegi iseenesest teab mis haruldased. Lihtsalt keegi pole viitsinud neid kaevandada kuna Hiinast suht odavalt neid saadud on ja pole olnud myrgise ja ebameeldiva jamaga vaja tegeleda olnud. Ajad muutuvad, hakkavad kaevandama.
http://money.cnn.com/2010/10/21/news/international/china_rare_earth_dispute/
http://money.cnn.com/2010/10/21/news/international/china_rare_earth_dispute/
Kas keegi peale minu on ka vaadanud firmat Mines Management, Inc. (Public, AMEX:MGN)
Pressteade
http://www.businesswire.com/news/home/20101222005272/en/Positive-Preliminary-Economic-Assessment-Completed-Montanore-Silver-Copper
Muu hulgas on kirjutatud
Using metals prices as of November 17, 2010, of US$25.65/oz. silver and US$3.72/lb. copper, the project indicated a pre-tax NPV of US$1.323 Billion and IRR of 32.3%, at a 5% discount rate
17 novembrist on hõbe ja vask mõlemad tõusnud ca 15% ehk siis NPV (net present value) peaks olema ca 1700 mln ja Ettevõtte Market cap on $80.85M
Pressteade
http://www.businesswire.com/news/home/20101222005272/en/Positive-Preliminary-Economic-Assessment-Completed-Montanore-Silver-Copper
Muu hulgas on kirjutatud
Using metals prices as of November 17, 2010, of US$25.65/oz. silver and US$3.72/lb. copper, the project indicated a pre-tax NPV of US$1.323 Billion and IRR of 32.3%, at a 5% discount rate
17 novembrist on hõbe ja vask mõlemad tõusnud ca 15% ehk siis NPV (net present value) peaks olema ca 1700 mln ja Ettevõtte Market cap on $80.85M
MGN 10 päevaga üles läinud 10%.
Viskan õhku järgmise Vista Gold Corp. (Public, AMEX:VGZ)
Uudis siin
http://www.prnewswire.com/news-releases/vista-gold-corp-announces-results-of-a-new-preliminary-feasibility-study-at-the-batman-deposit-at-its-mt-todd-gold-project-northern-territory-australia-doubles-estimated-proven-and-probable-reserves-to-41-million-contained--112858744.html
Firmal on 6 kaevandust
Mt. Todd on üks neist mille Net Present Value at 5% discount (pre-tax) $944,470,000
Vista Gold Market Cap on140 mln
Dahlman Rose maintains its Buy rating and $21.70 price target
http://www.benzinga.com/analyst-ratings/analyst-color/11/01/753462/improved-production-shown-by-vista-gold-corporation#ixzz1AFaFEWgw
Viskan õhku järgmise Vista Gold Corp. (Public, AMEX:VGZ)
Uudis siin
http://www.prnewswire.com/news-releases/vista-gold-corp-announces-results-of-a-new-preliminary-feasibility-study-at-the-batman-deposit-at-its-mt-todd-gold-project-northern-territory-australia-doubles-estimated-proven-and-probable-reserves-to-41-million-contained--112858744.html
Firmal on 6 kaevandust
Mt. Todd on üks neist mille Net Present Value at 5% discount (pre-tax) $944,470,000
Vista Gold Market Cap on140 mln
Dahlman Rose maintains its Buy rating and $21.70 price target
http://www.benzinga.com/analyst-ratings/analyst-color/11/01/753462/improved-production-shown-by-vista-gold-corporation#ixzz1AFaFEWgw
On Madis veel alles.
Nii kuis ta rääkis on metallidega kauplemine pikajaline ja tänamatu kui turg kukub. Nüüd kui kosub olen pallaadiumit jälginud kuna seda kasutatakse autotööstuses ja elektroonikas. Kui uudiseid jahtides jääb hiljaks siis pallaadiumi kaevandajate aktsiad veel mitte nii kiiresti. PAL maksis kriisi ajal 1.50 nüüd 7.50. Enne 2007 mai ka ala 12.
Kauplen ka URRE , PZG, natuke MCP.
Nii kuis ta rääkis on metallidega kauplemine pikajaline ja tänamatu kui turg kukub. Nüüd kui kosub olen pallaadiumit jälginud kuna seda kasutatakse autotööstuses ja elektroonikas. Kui uudiseid jahtides jääb hiljaks siis pallaadiumi kaevandajate aktsiad veel mitte nii kiiresti. PAL maksis kriisi ajal 1.50 nüüd 7.50. Enne 2007 mai ka ala 12.
Kauplen ka URRE , PZG, natuke MCP.
Montes mainis siin juba jaanuari alguses Vista Goldi ja ma siin veebruari alguses nägin seda soovitust ja hakkasin ise ka selle ettevõtte vastu huvi tundma. Kokkuvõttes jõudsin selleni, et olen nüüd kahel korral VGZ-d ostnud. Esimesel korral hinnaga 2,97. Kui ta juba 3 päevaga ligi 20% tõusnud oli, ostsin täna juurde 3,57-ga. Hetkel mul keskmine hind 3,31 ja tõus tundub jätkuvat koos kullahinna tõusuga maailmaturul. Tundub, et selle nädalaga võib VGZ ligi 30% tõusta. Igatahes olen oma tehinguga väga rahul, kuna sain 1,69-ga poolest oma OEG-st lahti, mis on nüüd kukkunud kolinaga 1,58 peale. http://finance.yahoo.com/q?s=VGZ Tasub silma peal hoida, sest tõusuruumi paistab olevat. Ise investeerin pikemaks ajaks sinna lootes, et nad oma kullakvarusid kaevandama hakkavad.
extrance, ole ettevaatlik. Praeguses järsus tõusus on kindlasti oma osa ka 4 veebruari teates, et legendaarne Eric Sprott (Sprott inc.) on ostnud 4,786,191 aktsiat (üle 10 % firmast )
http://finance.yahoo.com/q/it?s=VGZ+Insider+Transactions
http://finance.yahoo.com/q/it?s=VGZ+Insider+Transactions
Montes, kas on mingi konkreetne põhjus, miks ma peaksin Vista Goldi puhul ettevaatlik olema? Ma otseselt seda rallit polegi püüdma läinud ja ma panustan pigem sellele, et Vista suudab järgmine või ülejärgmine aasta mõnest oma maardlast kulda kaevandama asuda. Ralli põhjuse osas on sul ilmselt õigus. Seda kuidas Eric Sprotti osalus seda firmat edaspidi mõjutab ma ei oska hinnata.
Soovitaks paar head linki kõikidele kes huvitatud PM sektorist:
http://tfmetalsreport.blogspot.com/
http://traderdannorcini.blogspot.com/
Hõbeda hind on murdnud läbi 30 aasta tippudest ja 60:50, kas kordub 1980. aasta.
http://tfmetalsreport.blogspot.com/
http://traderdannorcini.blogspot.com/
Hõbeda hind on murdnud läbi 30 aasta tippudest ja 60:50, kas kordub 1980. aasta.
Ma vabandan et teen copypaste MCP -Their earnings reports are usually a non event since everything is based on the Mountain Pass mine coming online next year. Look for revenues to be higher due to the rise in rare earth metals. The are currently selling a small amount from their stockpile.