Mercator Minerals
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14.04.2011 13:25
Mercator und Creston geben eine freundliche Verschmelzung bekannt. Das Ziel besteht in der Etablierung eines bedeutenden Kupfer-Molybdän-Unternehmens mit dem Potenzial in der Branche eine führende Stellung einzunehmen
http://www.finanznachrichten.de/...fer-molybdaen-unternehmens-007.htm
April 13 (Reuters) - Mercator Minerals Ltd:
* TD Newcrest cuts Mercator Minerals Ltd price target to C$4 from C$4.50
http://www.cnbc.com/id/42567070
April 13 (Reuters) - Mercator Minerals Ltd:
* Rbc raises Mercator Minerals Ltd target price to C$4.50 from C$4
http://classic.cnbc.com/id/42567486
By Nick Trevethan
http://www.reuters.com/assets/print?aid=USTRE73P27720110426
Rating-Update:
Calgary (aktiencheck.de AG) - Peter Campbell, Analyst von Jennings Capital, stuft die Aktie von Mercator Minerals (ISIN CA5875821079/ WKN 900243) unverändert mit "buy" ein. Das Kursziel werde von 4,25 auf 5,00 Kanadische Dollar angehoben.
(Analyse vom 25.04.11) (26.04.2011/ac/a/u)
http://www.onvista.de/analysen/empfehlungen/...ziel?ID_NEWS=187499807
http://seekingalpha.com/article/265457-copper-the-new-silver
By Nick Trevethan
http://www.reuters.com/assets/print?aid=USTRE73P27720110426
TRADING SYMBOL: TSX - ML
VANCOUVER, May 3 /PRNewswire/ - Mercator Minerals Ltd. (TSX: ML) ("Mercator", or the "Company") is pleased to announce that its wholly-owned Mineral Park Mine in Arizona produced a monthly record 610,017 pounds of molybdenum in April. In addition, Mineral Park produced 3,703,804 pounds of copper, and 62,543 ounces of silver.
Phase II Construction Update
Phase II construction continues on schedule for start-up in July. Notable milestones reached since the last update include:
•Permit received for modification to air quality permit for 35 MW natural gas turbine generator.
•35 MW turbine has been set and balance of plant progressing well.
•22 miles of 23.8 miles of 8 inch gas line installed.
•Waterline construction is complete with pump setting of four wells in progress.
•One ball mill installed and will begin run-in within one week.
•Second ball mill installed (awaiting setting of motor) and will begin run-in within approximately three weeks.
•Rougher flotation cell structural concrete and tank platforms are complete with four rougher tanks in place.
Gary Simmerman, BSc., Mercator's VP Engineering, a Qualified Person as defined by NI43-101, supervised the preparation of and verified the technical information contained in this release.
http://www.prnewswire.com/news-releases/...rk-in-april-121146184.html
04.05.2011 | 13:01 Uhr | Rohstoff-Welt.de
Mercator Minerals Limited gab gestern die Produktionsergebnisse für den Monat April bekannt. Die zu 100% eigene Mineral Park Mine in Arizona erzielte eine Rekordmonatsproduktion von 610.017 Pfund Molybdän. Zudem stieß Mineral Park 3.703.804 Pfund Kupfer und 62.543 oz Silber aus.
Im März hatte die Mine eine Rekordkupferproduktion von 3.859.978 Pfund Kupfer erreicht. Zudem hatte Mineral Park in dem Monat 417.491 Pfund Molybdän und 52.813 oz Silber ausgestoßen.
http://www.rohstoff-welt.de/news/artikel.php?sid=26230
Macquarie Commodities Compendium
17 May 2011
Copper
The market is tightening up and deficit will bite in 2H11, 2012
From current spot prices, our most bullish call in base metals is copper, notwithstanding ourshort term copper sell call we put in place on March 7th and re-iterated on April 12th this year.After a period of scrap and consumer de-stocking and weak Chinese semi's output (highprices and tight credit), the fundamentals in the copper market are starting to turn and we seethis continuing for the remainder of 2011 and into 2012. In particular, May has seen scrap discounts narrow, TCs fall, SHFE stocks falling sharply, LME stocks start to decline, Chinese physical premiums rise, the Chinese forward curvemove into backwardation, the Chinese import arbitrage go from negative to slightly positive,and semi's output show signs of improving in China. Ex-China continues to recover, with consumption less than 10% below the level it was in 2007/1H08 before the financial crisis. We expect that a 350-400,000t deficit in 2011 will see total global copper inventories in terms of weeks of consumption fall to low levels (similar to those seen in the last boom period), and we continue to forecast a 200,000t deficit in 2012. While our base case is that very strong mine supply growth on a two-three year view will move the market into small surplus in 2013/14, inventories are not expected to rise much above critically low levels (about three weeks of consumption) and as such, prices are forecast to remain >US$3/lb over the period.
Our bullish 3-18 month copper view rests on three pillars:
Chinese copper semi's output will „normalise". By semi's normalising, we mean,semi's output recovering from the relatively low levels seen in Jan/Feb/Mar 2011, to a level which gives 7% YoY growth for full year 2011. On this basis Chinese consumption of copper units (refined and scrap) should rise by around 10% from March levels through the remainder of 2011 (normally consumption is strongest in May/June but this may be delayed in 2011 owing to a temporary squeeze on semi-fabricators owing to tight credit and high prices). That global consumer de-stocking will slow /end, with upside from potential re-stock. Consumer stocks are very difficult to get data on. However, we do have significant anecdotal information to suggest that Chinese consumers have de-stocked from 10-14 days of stocks in mid 2009 to 2-3 days in 2H10 (voluntary de-stocking owing to higher prices), and practically nothing recently (hand to mouth stock level sowing to involuntary de-stocking following the tightening in credit conditions in 1Q11). Outside of China ,various anecdotes point to consumers consolidating their supply chains and reducing stocks, firstly in late 2008/09 (in line with lower demand) and then de-stocking further over the past six months (owing to higher prices and tight credit). On the one hand this consumer de-stocking has resulted in rising visible stocks (stockshifting, exaggerating the apparent global surplus in recent months), and on the other hand this de-stocking has reduced refined demand. As global de-stocking is largely thought to have finished, consumer consumption of refined copper should rise significantly over the coming months. To the extent Chinese consumers are underutilised owing to tight credit; they could raise output and restock at the same time over the coming six months, which would be particularly bullish.
The bull market is on, with 2011 and 2012 likely to be the peak years.
That global scrap de-stocking will slow / end.
The increase in scrap availability evidenced by a sharp widening in scrap discounts globally which began in Sept/Oct2010 and evidenced by the increased use of scrap by Chinese smelters and refiners through 2H10 is reportedly nearing an end. At the CESCO conference, we spoke withscrap market participants and heard that scrap de-stocking was well advanced in Europe, and to a lesser extent scrap de-stocking had taken place in the US. In line with this we have seen a significant narrowing of scrap discounts across the globe (particularly in China), as per Figure 11. In addition there are medium term supply risks such as unexpected weather issues (another La Nina in 2012 for example affected Chilean output from the SIC grid) or political issues (which could affect DRC output or Humala potentially winning the Peruvian election in June and nationalisation impacting future Peruvian copper supply growth). So far in 2011 we have used up over half of our 720,000t disruption allowance, and we are less than half way through the year. Although we cannot be certain, we continue to think it is more likely than not that the BlackRock (US$1bn) and JP Morgan (US$0.5bn) physically backed copper ETFs will be approved and will absorb at least the initial 150,000t of copper. In Fig 9, we show the impacton global stocks in terms of weeks of consumption if 150,000t of copper is “taken” from the market as at end-2011 and 200,000t as at end-2012.
http://www.scribd.com/doc/55676517/5/No-stopping-the-supply-surge
May 27, 2011, 0:52 IST
Copper, a leading indicator of global equity market direction, is flirting with the Chinese wall of support — the 200-day moving average. The average is regarded as the wall of China by long-term investors, a breach of which indicates switch in market bias.
The wall of China analogy seems very appropriate. It is well known the rise in copper prices was due to strong demand and hoarding in China. As China began tightening its monetary policy, demand began to ease in the country, leading to a steady fall in prices. The decline since February 2011 has now taken copper prices to its 200-day moving average, which essentially is the Chinese wall of support for the metal.
When prices are above the 200-day average and retreat down to it, the average acts as support. On the other hand, if prices are below the average and prices rise up to it, the average acts are resistance.
Prices often bounce from support and fall from resistance.
Over the last two weeks the price of copper has moved above and below the 200-day moving average. This indicates the bulls and bears are fighting each other to prevent the market from moving against them. A close below the 200-day average gives a bearish bias to copper and if prices are unable to stay below the average the signal is that the bulls are winning.
For a confirmation of the bearish bias the moving average line should be sloping down and prices should be below it. Right now prices are moving above and below the average, but the average is sloping up. This means the bearish bias has not been confirmed. We believe copper must close below $3.60 on Chicago Mercantile Exchange traded copper futures contract (Symbol @HG). At the time of writing this article copper was trading at $3.97. One contract controls 25,000 pounds.
IMPORTANCE OF COPPER
Copper is a leading indicator of what the stock market will do. In late December 2008, copper bottomed and began to consolidate, by moving sideways. The markets continued down, but copper was giving a signal that the equity markets would turn soon. In early March 2009, copper broke out of consolidation range and began a rally. It was then that the stock market bottomed and began to follow copper up.
There is a fundamental reason for the importance of copper’s price action. The metal is used in several manufacturing processes and an increase in the demand for copper indicates the economy is gathering steam. There is lag between the purchase of copper by a manufacturer to completion of the product, its sale and revenue realisation. Increased revenue realisation by companies result in a rise in the equity prices. Hence, we see copper prices leading the equity markets.
Right now bears in the equity and copper market should tread cautiously. If the 200-day moving average acts as support and copper rallies, the sell-off in the equity markets is likely to end soon. On the other hand if copper continues on its way down, it’s likely that the equity markets will follow. Watch out for the copper futures contract to close below $3.60 for continuation of the bearish trend.
http://www.business-standard.com/india/news/...se-wallsupport/436889/
Mercator gehört zu den Werten mit den höchsten Leerverkaufszahlen an der TSX: über 10 Millionen Stücke sind leerverkauft...
2011-05-18
--------------------------------------------------
TSX Short Positions
Short positions outstanding at May 15/11 (with changes from Apr. 30/11).
Largest Short Positions
Security Ticker Total Short Change
New Gold NGD 33373509 4306187
Uranium One UUU 30777514 -37405
Quadra FNX Mining QUX 25856981 1974485
Thompson Creek Metals TCM 22399514 84254
Great Basin Gold GBG 21249807 -1201733
Equinox Minerals EQN 20003045 -353637
Osisko Mining OSK 18873448 -466053
Semafo SMF 18726068 4626
Kinross Gold K 15709485 883711
Aureus Mining AUE 11981717 11966817
Teck Resources TCK.B 11865640 439935
Lundin Mining LUN 10937361 -45813
Mercator Minerals ML 10342283 880179
Ivanhoe Mines IVN 9023321 359918
Silver Wheaton SLW 7686115 -392214
http://www.northernminer.com/issuesV2/VerifyLogin.aspx
http://seekingalpha.com/article/...es-look-set-to-continue-their-rise
http://www.marketwatch.com/story/...0ton-copper-at-yearend-2011-06-08
Last Updated : 09 June 2011 at 16:40 IST
http://www.commodityonline.com/news/...-deficit-widens-39805-3-1.html
"CU scrap prices to shoot up on shortfall in mining"
09 Jun 2011 Last updated at 09:59:37 GMT
http://www.scrapmonster.com/news/...-up-on-shortfall-in-mining/1/2124
17.06., 08:31 CIBC WORLD MARKETS
Rating-Update:
Toronto (aktiencheck.de AG) - Ian Parkinson, Analyst von CIBC World Markets, stuft die Aktie von Mercator Minerals (ISIN CA5875821079/ WKN 900243) unverändert mit "sector performer" ein. Das Kursziel werde von 5,50 auf 5,20 Kanadische Dollar gesenkt. (Analyse vom 16.06.11) (17.06.2011/ac/a/u)
http://www.onvista.de/analysen/alle-analysen/...nerals-neues-kursziel
Mercator Minerals buy (TD Securities)
17.06.2011 08:15:16 Uhr
Rating-Update:
Toronto (aktiencheck.de AG) - Craig Miller, Analyst von TD Securities, stuft die Aktie von Mercator Minerals (ISIN CA5875821079/ WKN 900243) unverändert mit "buy" ein. Das Kursziel werde von 4,00 auf 3,75 Kanadische Dollar gesenkt. (Analyse vom 16.06.11) (17.06.2011/ac/a/u)
http://boerse.welt.de/analysen_detail.asp?pkAnalyseNr=405340
VANCOUVER, June 22, 2011 /CNW
http://www.mercatorminerals.com/...etails=1906228521&primaryKey=0
Company Name: Mercator MineralsLtd.
Last Updated: June 23, 2011
Date: 06/23/2011
Symbol: ML.WT.A
Insider Buys Volume: 75,000
Insider Sells Volume: 0
Insider Buys Value $: 122,675.00
Insider Sells Value $: 0.00
Insider Buys Transaction: 17
Insider Sells Transaction: 0
Currency: CAD
http://www.tmxmoney.com/...ubmit&QuerySymbol=ml&x=29&y=13
http://www.wallstreet-online.de/nachricht/...-defizit-weitet-sich-aus
Jun 23/11 Jun 22/11 Quin, Stephen P. Direct Ownership Common Shares 22 - Acquisition pursuant to a take-over bid, merger or acquisition 6,600
Jun 23/11 Jun 23/11 McLeod, Donald Bruce Direct Ownership Warrants 97 - Other 50,400 $1.650
Jun 23/11 Jun 23/11 McLeod, Donald Bruce Direct Ownership Warrants 97 - Other 15,500 $1.610
Jun 23/11 Jun 23/11 McLeod, Donald Bruce Direct Ownership Warrants 97 - Other 9,100 $1.600
http://www.canadianinsider.com/coReport/allTransactions.php?ticker=ml
Danke für die Infos :)
LG
Marc
Optionen
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Wertpapier: Mercator Minerals |
]http://business.financialpost.com/2011/06/24/...ts-of-chinese-demand/
Mercator Minerals Limited gab gestern bekannt, dass die im April angekündigte Übernahme von Creston Moly Corporation abgeschlossen wurde. Mercator erwarb alle ausgegebenen und ausstehenden Stammaktien von Creston. Creston Moly ist damit nun ein 100%iges Tochterunternehmen von Mercator.
Gemäß Vereinbarung erhielten die Aktionäre von Creston für jede Creston-Stammaktie 0,15 einer Stammaktie von Mercator sowie 0,08 CAD in bar.
http://www.minenportal.de/...hme-von-Creston-Moly-Corp.-abgeschlossen
Author: Leia Michele Toovey
Posted: Friday , 24 Jun 2011
VANCOUVER, BC (Copper Investing News)
The world needs copper, and lots of it. Output of the red metal has already doubled in the last 16 years, however, according to Jack Lifton, founder of Technology Metals Research, this output needs to double again; a feat that is going to be a very big challenging.
This comment was just one of many bullish statements made about the state of the copper market at the recent Critical Metals Symposiumin Vancouver. When a board of panelists, including Lifton, was asked which, of all the critical metals, is the most "crucial" the answer was- copper.
The definition of a critical metal is not precise; however, simply put, a critical metal is a metal that is “vital” for the world to function in its current state. Critical metals are “dynamic” and the definition of a critical metal depends on many factors. These factors include location, the period of time, and the current economic and political environment.
Copper deserves its title of “critical metal” for a several reasons. The copper market is currently faced with a supply deficit. Currently, there is not enough of the red metal being produced to satisfy its near-term demand. As such, we are going to have to drastically increase the amount of copper being mined and refined before we will have enough supply. The second factor contributing to copper’s criticality is the subject of substitution. If we run out of copper, what can we use? The answer is, unfortunately, with today’s technology: nothing.
At the Critical Metals Symposium, all the panelists agreed that the definition of a critical metal is not concrete. When defining a critical material, it is important to consider what are you trying to do with it; what is the material needed for. In various applications, for instance, hybrid cards, producers will say that if they no longer had the availability of certain metals, such as a rare earth, they would model their technologies around the missing component. However, if you tell them they have no copper- then they would not know how to produce any vehicle, let alone a hybrid.
Yu-Dee Chang, Principal and Chief Trader at ACE Investment Strategies weighed in on the perspective that copper is the “most crucial” of the critical metals. Chang agreed that the definition as the “most critical” metal is a subjective, and dynamic one, and it is difficult to compare metals with very varied applications. In terms of the industrial metals, Chang agreed that copper should be called the “most crucial.” When asked if there was any known substitutes for copper, at this time Chang added that in terms of copper’s applications such as wiring- there are no viable substitutes.
Pricing is always an important topic when discussing critical metals. Copper rose to a record highs, this February, however, has since sustained a bit of a correction. Chang sees the recent supply situation, with a market deficit, already largely factored into copper’s current prices. When asked if prices were being controlled by sentiment, or fundamentals, Chang’s answer was, a little bit of both. “Over the short-run prices are controlled by sentiment, and over the long-term fundamentals will rule,” commented Chang. The recent volatility in prices is also a very important topic to address, in terms of a critical metal. Chang addressed the recent volatility in prices with the following observation: most of the smaller speculators are no longer playing the copper market, and instead trading is controlled by larger hedge funds, and of course end-users. The significance of this development is more volatile prices. When larger hedge funds move money into and out-of the market, prices are subjected to steeper swings.
There is no question that in North America and developed Europe power-supply is absolutely critical for the functioning of the local economies. This power is supplied by wire and copper is a necessity in manufacturing wiring. Add North America’s and Europe’s need for electricity to a developing need for power and infrastructure, like in the BRIC countries, and it is easy to see how copper is becoming more critical, around the world. Near record-high prices, price volatility, and shrinking supplies are factors that don’t work in favour for the end-users of copper, and as the BRIC countries continue to grow, there will be more incentive for the strategic stockpiling of copper.
http://www.mineweb.com/mineweb/view/mineweb/en/...30068&sn=Detail