Tiger Resource ist Weltklasse beim Kupfer finden!
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niemand bezweifeln. Und der Grund ist simplerweise die Chance auf Erfolg ...
Hier eine hc-Meinung von ilyas aus Aussieland, zu der das steigene Volumen passt. Vielleicht gibt es ja noch ein paar Schlafmützen-Fondmanager ... und jemanden der die shars will ...
(IMHO=in my humbled opinion... = meiner bescheidenen Meinung nach...)
...
IMHO, the SP is being capped because of S&P/ASX300 removal. All fund managers investing in ASX300 has to sell TGS by Friday 18 Sept and we might see a dump on coming Friday (depends how much fund managers investing in ASX300 haven't yet sold out). After Friday we will see a gradual appreciation in SP as sentiments around cu prices has improved.
...
http://hotcopper.com.au/threads/...ge-8?post_id=16002837#.VfkSfmNue3p
und der jojo geht momentan in die + richtung....wie immer am ende des
tages heißts....egal wies kommt.....rioja time..
Kupfer – Analysten erwarten bis Ende 2015 Anstieg auf 6.250 USD pro Pfund
...
Das größte Risiko für diese Prognose sehen die Experten darin, dass die Nachfrage im Schlussquartal 2015 nicht wie erwartet anzieht.
...
Keine Nachfrage könnte tatsächlich die Prognose gefährden, Respekt! - Prognosen sind bekanntlich ein schwieriges Geschäft ...
Nonsens wäre unter diesem Gesichtspunkt die treffende Formulierung.
Beim Durchlesen des Artikels fiel mir unwillkürlich ein: Jeder blamiere sich so gut er kann,....................falls es die anderen merken.
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in sich...
achten wir stattdessen weiter auf das kupfer...da spielt die musik...
Und wieder einmal bleibt nur festzustellen: Außer Spesen/Prognosen nix gewesen!
Auch, lieber gouremet, dem Cu-Chart ist leider absolut nichts Gutes abzugewinnen. Solange der keine Bodenbildung/Umkehrformation oder den intakten Abwärtstrend nicht verlässt sind alle Aufwärtsbewegungen nichts Weiteres als Zuckungen technischer Art im Abwärtstrudel.
Da helfen auch keine Produktionskürzungen. Sobald der Preis sich ein wenig erholt wird sofort wieder produziert und das Dilemma geht weiter.
Nur echte Engpässe können hier Abhilfe auf Dauer generieren.
Kann der refinanzierte Kredit bedient werden... ??? Scheint niemand daran zu glauben... der Kurs richtet es von selbst...
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wobei das kurzfristige rauf un drunter....noch nichts sagt....warten wir ab
wohin der trend geht..
china...soviel ist klar..wir weiterhin kupfer benötigen...
und die erwartungen an das wachstum....waren definitiv unrealistisch....
momentan meines erachtens nach starke übertreibungen...eines
hinreichend bekannten szenarios..
die zwei argument für den verfall...konjunkturschwäche chinas....sowie
ausbleibende zinserhöhung ...
also ...reine psychologie....einige würden mit den furchbaren zahlen aus
china ganz gut leben können..wenn sie auch nur in die nähe kämen....
eine gesunde entwicklung...
mit den entsprechenden übertreibungen..
real fallen die lagerbestände bei kupfer seit einiger zeit...
zu unserer aller überraschung...ist es nicht auszuschließen das china
weiter kupfer benötigt...
dann können wir weiter auf den jojo schauen.....
nichts bewegendes in aussicht...nicht einmal der kurs...
News > Schweiz Markt >
12:54:45 05-10-2015 12:19 Glencore's Glasenberg Talks Up Copper's Prospects--Update
By Scott Patterson
Glencore PLC Chief Executive Ivan Glasenberg, speaking publicly for the first time since his company's shares plunged a week ago, said he believes copper prices will ultimately rise as mine supplies are pulled from the market.
Mr. Glasenberg, speaking in central London, said the Swiss mining giant's plans to take 400,000 tons out of the market with the shutdown of two copper mines in Africa, announced in its sweeping balance-sheet restructuring plan last month, "should have an effect on the price" as demand ultimately outweighs supplies.
Mr. Glasenberg has blamed hedge funds, including some operating in China, for artificially pushing copper prices lower.
"The funds are playing the commodity cycle," Mr. Glasenberg said. "But in the end the fundamentals will prevail," noting that "demand is still there."
Mr. Glasenberg said his company has seen a "massive destocking around the world" this year in commodities such as copper as prices decline. He said there is only three weeks supply of copper stock available in warehouses, which he said is "the lowest inventory I've seen in copper stocks for many years."
Glencore is particularly vulnerable to sliding copper prices. The company produced 730,900 tons of copper in the first half of 2015. A 10% decline in copper from where it stood in the first half of the year would erase about $1 billion from Glencore's adjusted earnings, according to estimates by Liberum Capital analyst Ben Davis. On the other hand, a 10% gain would be a boon for Glencore and help ease fears about its high debt levels.
Glencore last month said it planned to shutdown one copper mine in the Democratic Republic of the Congo and another in Zambia for 18 months while it upgrades the infrastructure. Some had questioned whether the company would get pushback from the governments of the two countries amid concerns that the shutdowns would hurt employment.
Mr. Glasenberg said Monday at the FT Africa conference that he "must congratulate both the president of the DRC and Zambia because they understood what we're doing." Since the mines were unprofitable, the countries weren't getting a decent tax return on the production of the mines, he said.
"Long term it is better for them when we do dig it out of the ground and they'll get more revenue, more taxation," he said. "There is no reason to keep digging the stuff out of they round when you're not making a decent margin," Glencore's CEO said.
Plunging commodity prices have sapped Glencore's earnings this year. In the first six months, it posted a loss of $676 million, and its high debt levels have sparked concerns that the company could be slapped with downgrades by ratings firms if its earnings fall much further.
Mr. Glasenberg has been scrambling to allay investor fears about the impact of sliding commodities. He has been jetting around the world, visiting mines, investors, banks and trading offices trying to gather information and allay market fears. The CEO believes markets have overreacted to the firm's situation, though he has noted the risks of carrying too much debt and owning mines at a time of weak commodity prices, according to people who have spoken with him in recent weeks.
The company's shares and bonds have been whipped around over the past week by those fears, including a 29% drop a week ago that has since been erased. The stock was up around 7.4% in morning trading in London, thought the shares are still down by nearly two thirds so far this year.
Glencore executives are struggling to stop the bleeding by selling assets and cutting billions in debt. Last month, Glencore raised $2.5 billion in a share offering. It also said it would suspend its dividend and raise cash by selling assets
Glencore says its finances are solid and credit lines from more than 60 banks are intact. Banks have appeared to stand by those credit agreements.
Write to Scott Patterson at scott.patterson@wsj.com
Subscribe to WSJ: http://online.wsj.com?mod=djnwires
(END) Dow Jones Newswires
October 05, 2015 06:19 ET (10:19 GMT)
Copyright (c) 2015 Dow Jones & Company, Inc.
Tief 5.129 $
Hoch 5.222 $
jojo....oder....wie üblich...schaun wir mal...
... wo wir am ende des tages stehen....
mit leichter zeitverzögerung ...folgt tiger nach einem tag.
kupfer hoch 5.160 $
kupfer tief 5.137 $
momentan 5.140,50 $
lassen wir uns mal überraschen wo es den jojo hinzieht...wie üblich
wissen wir am ende des tages mehr..
da wurde von einer stabilen verfassung der wirtschaft gesprochen...
stabil...hies das zauberwort..
dies jahr geht die bundesregierung von 1,8% aus...man spricht von
moderatem wachstum..
deutschland wird als die lokomotive bezeichnet...
in china sieht die weltbank noch 6,7%..
mit der ewrwartung für 2017 von 6,5 %...
der begleitende text dazu..." so schnell ist es mit dem abschwung in
china nicht vorbei"
...es gibt keine konjunturbelebung..
nur eine kleine betrachtung am rande.....die basis machts...von der man
ausgeht..
Wäre ja eigentlich alle Zutaten angerichtet.
Kurs ist stabil im Keller und ist überverkauft.
Kupfer sollte nach der Aussage von Glasenberg das Glencore die Produktion zurückfahren wird und ca. 400 000 Tonnen weniger produzieren will um das Angebot zu senken .. in nächster Zeit ja eigentlich deutlich steigen.
Und der Aussi Dollar hat sich auch gefangen und ist von 1:60 wieder auf 1.56 gestiegen.
Also dürfte jetzt ev. die Zeit zum Einsammeln gekommen sein.
N. m. M.
Erstes Beispiel fällig:
14:35:32
07-10-2015 11:07 DJ Glencore Shuts South Africa's Eland Platinum Mine; Cuts 970 Jobs -Union
By Alex MacDonald
LONDON--Glencore PLC (GLEN.LN) closed its Eland platinum mine in South Africa on Wednesday, resulting in 970 job losses, a senior spokesperson for one of the mine's trade unions said.
The Swiss commodities trader and producer had said in July it was reviewing options for the mine in light of poor platinum market conditions and operational issues at the mine.
The price of platinum, which is used in autocatalysts to reduce emissions, fell last week to a near seven year low after Volkswagen AG (VOW.XE) admitted to falsifying U.S. diesel-car emissions tests, raising fears that platinum demand could wane due to lower diesel car sales. This, combined with already lackluster platinum demand as well as rising energy and labor costs in South Africa, have forced many platinum miners to restructure their operations.
Deon Reymeke, head of mining, energy and chemicals at the Solidarity trade union, told The Wall Street Journal in a phone call that most of the 970 retrenched employees at Eland are contractors. Glencore, however, has retained 21 employees to keep the mine under care and maintenance, he added.
Glencore produced 76,000 platinum equivalent ounces in the first half of this year, down 6% compared with the second half of last year due to reduced output from its Mototolo mine and operational issues at Eland.
A Glencore spokesman wasn't able to immediately respond to a request for comment.
-Write to Alex MacDonald at alex.macdonald@wsj.com
Subscribe to WSJ: http://online.wsj.com?mod=djnwires
(END) Dow Jones Newswires
October 07, 2015 05:07 ET (09:07 GMT)
Und vorübergehende Stilllegungen von Kupferminen wird in den nächsten Tagen folgen.
Was ja sehr gut für Tiger sein sollte... wenn der Kupferkurs entsprechend steigen wird.
Glencore warns it won't carry unprofitable coal mines
By business reporter Michael Janda
Posted about 11 hours ago
The Mangoola coal mine, in the NSW Hunter Valley.
Photo: Glencore operates several coal mines employing over 3,800 people in the Hunter Valley.
Map: Australia
Embattled global mining and commodities giant Glencore has reiterated its commitment to Hunter Valley coal, but also warned that further cost cutting is inevitable and mine closures possible.
Speaking to a Hunter Business Chamber function, Glencore's head of global coal assets Peter Freyberg said the region remains at the heart of the organisation.
"The Hunter Valley region represents the single biggest part of our global coal portfolio employing over 3,800 people," he told the audience.
"We are the biggest coal producer here and last year managed the production of nearly 56 million tonnes, the vast majority of which were exported from this city."
However, Mr Freyberg also hinted that a decision earlier this year to cut Australian coal exports by 15 million tonnes may not be the last reduction.
"Glencore will not push incremental volumes into markets that don't need them," he said.
"Further, we won't and can't operate mines that don't make a financial contribution."
Glencore's share price has more than halved this year - including a 29 per cent one-day fall last week, before a similarly spectacular rebound - and there have been questions raised about the company's future given its large debts.
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Audio: Author of Investec report that sent global markets plunging speaks to ABC (PM)
In order to boost the profitability of its existing mines, Mr Freyberg said Glencore has "significantly reduced costs and increased efficiencies".
However, the coal boss warned the coal dependent Hunter region to brace for more pain.
"I've asked my managers to challenge every input cost into the business. This does and will impact suppliers," he said.
"We do support local businesses, but only on the basis they are efficient and can compete in terms of cost and quality. Just like our mines, you can't rely on the boom times alone – you have to be robust through the cycle."
Mr Freyberg does see the current slump in thermal coal prices - down by around 60 per cent over the past few years - as cyclical, not a structural decline.
With the latest global summit on climate change coming up before the end of this year, Glencore's coal boss is pinning his hopes on more efficient coal burning power stations and its continued relative cheapness as an energy source to boost demand.
"Our long-term thermal supply and demand outlook has never relied on ongoing Chinese import growth," he said.
"We see strong demand and thermal power station build going forward – in Korea, Taiwan, Vietnam, India, Japan and other countries."
Mr Freyberg pinned coal's future to its role in providing cheap base load power, particularly in developing nations.
"Access to affordable energy will be key to social and economic development," he argued.
"Coal still remains the most abundant, most economic and the most reliable means of delivering the energy required to increase living standards in many developing economies."
While arguing that coal demand would remain robust, Mr Freyberg argued against government support for rival new coal projects in Australia.
"Bringing on additional tonnes with the aid of taxpayer money would materially increase the risk to existing coal operations," he cautioned.
"We are strong believers that if a project can't get away on its own economic merits, it shouldn't be developed."