Chance auf mehrer 100% Gewinn??
Eine andere interessante Berechnung wäre auch mal die KAT anhand ihrer Resourcen zu bewerten, denn branchenüblich ist eine Bewertung von zehn Prozent der Ressourcen.
Wer hat Lust zu rechnen........:-)?
Gruß Flocke
Optionen
| Boardmail an "Flocke77" |
Wertpapier: Katanga Mining |
Shares Out: 1.907 billion
http://cxa.marketwatch.com/TSX/en/Market/...?symb=KAT&sid=2158899
Total Common Shares Outstanding:
2009-09-30 1,907.380.000
2009-06-30 1,669.720.000
2009-03-31 206.320.000
2008-12-31 206.320.000
2008-09-30 206.300.000
Number of shares
Balance at January 1, 2008 78,887,743
Options vested during the year
Performance awards vested during the year
Performance awards exercised during the year 215,362
Shares issued on acquisition of Nikanor PLC 127,217,697
Balance at December 31, 2008 206,320,802
Options vested during the period
Performance awards vested during the year
Equity component of refinanced convertible debt
Shares issued on conversion of convertible debt 971,023,329
Reclassification of equity component of convertible debt
Shares issued in rights offering 718,036,282
Shares issued on acquisition of Kamoto Operating Limited 12,000,000
Balance at September 30, 2009 1,907,380,413
www.katangamining.com/kat/investor_relations/...009/fin_stat_q309.pdf
siehe Seite 5
Stimmt mit meiner Berechnung überein. (Hatte nur die letzten 12Mio vom Kauf Kamoto noch nicht dabei.)
Wäre nun noch interessant diesen Wert ins Verhältnis der Ressourcen zu setzten. Hat hierzu jemand Angaben? Konnte selber nichts ausfindig machen. Besten Dank vorab.
Optionen
| Boardmail an "hoomer" |
Wertpapier: Katanga Mining |
We remain hopeful however, for a positive development for this region. And the best exposure to this region is to be found in our Balkan fund and our special product, Bering Balkan. Another reason for investments with a long-term perspective in these funds is the fact that these markets have not recovered from the crisis in line with the rest of the world (see the table below, showing stock market developments), and that they also have low valuations.
Turkey Slovenia Austria Croatia Greece Serbia Romania Bulgaria
YTD 91% 10% 41% 15% 24% 13% 60% 18%
From 2009 Low 123% 19% 75% 57% 51% 81% 146% 63%
From Peak -12% -67% -50% -63% -62% -81% -57% -78%
Optionen
| Boardmail an "Flocke77" |
Wertpapier: Katanga Mining |
Im Kongo ist alles möglich, was sicherlich hier auch im Kurs eingepreist wurde.
Für alle Projekte gilt generell, dass diese deutlich länger dauern als wo anders auf der Welt, da die notwendigen Materialien über weite Umwege herangeschafft werden müssen.
Potenzial ist aber vorhanden. Im Kongo ist es schon länger ruhig geblieben und speziell in der Katanga Provinz werden in den nächsten Jahren ca. 12,5 Mrd. USD durch Rohstoffunternehmen investiert.
http://www.bloomberg.com/apps/news?pid=20601116&sid=axFVwpMSHLeQ
Vermutlich geht es weiter abwärts.
Optionen
| Boardmail an "hoomer" |
Wertpapier: Katanga Mining |
Friday, February 05, 2010.
http://www.kitcometals.com/news
Und was ist mit dem Kobaltpreis??
http://www.metal-pages.com/metalprices/cobalt/
http://www.metalprices.com/FreeSite/metals/cu/cu.asp
http://www.infomine.com/investment/...rts/showcharts.asp?c=Molybdenum
Suche dir einfach deine Favoritenpage aus ;o)
MfG
Latest forecast far exceeds other projections
Tom Stundza -- Purchasing, 2/4/2010 11:37:40 AM EST
UBS Securities has revised upward copper price forecasts because it expects strong demand to meet supply problems in coming years. UBS now expects copper prices to average $3.80/lb this year and $3.90 in 2011. Copper cathode traded on the London Metal Exchange at $2.33/lb in 2009.
UBS previously has forecast a 2010 price of $3.30/lb so the new viewpoint is more bullish than the $3.22 projection by J.P. Morgan Securities, the $3.23 forecast from Bank of America/Merrill Lynch, the $3.25 outlook from Southern Copper of Peru, one of the world's largest copper producers, or the $2.93 projection of Germany's Commerzbank.
Chile's influential state copper think tank, Cochilco, expects the world copper average price for 2010 at $3.10/lb, followed by $3.20 in 2011.
"Copper is widely perceived as the most supply-constrained metal," UBS analysts say in a research note. "We would also tilt to the strong end of consensus on just how supply constrained copper is because our view is that the constraints on global copper supply are both cyclical and structural."
For this year, the Swiss bank expects copper demand to grow more than 10% to 19 million metric tons, leaving the copper market with a deficit of 600,000 metric tons-which it expects to rise to 800,000 metric tons in 2011.
http://mobile.purchasing.com/article/...xplosion_in_copper_prices.php
Hab mir mal ein paar ins Depot gelegt.
kann man das als eine flagge deuten was sich da im chart abbildet?
danke und gruß
Katanga Government Lifts Export Ban on 16 Local Mining Companies
http://www.netnewspublisher.com/...-ban-on-16-local-mining-companies/