Thompson Creek Metals (Blue Pearl Mng)
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http://www.scrapmonster.com/news/...tal-output-quotas-for-2011/9/1592
"China Sets Output Caps For Minor Metals -Ministry"
SHANGHAI, Apr 24, 2011
http://news.tradingcharts.com/futures/7/8/157408987.html
Gibt es eigentlich Hoffnung auf Kursbesserung?
Was steht denn da im Weg?....TCM war doch ein Top-Unternehmen....watt issn da los?
http://www.infinancialsanalytics.com/en/...s%20Co.%20Inc,32399NC.html
Aufwärtsbewegungen des Marktes werden ignoriert, Abstürze voll mitgemacht. Aber bei rund 30 Millionen Aktien auf der "Short"-Seite ist das auch kein Wunder.
Hier braucht man wirklich stoisches Aussitzvermögen...
NYSE: TC
TSX: TCM, TCM.WT
TSX-V: TRX.WT
DENVER, May 4 /CNW/ - Thompson Creek Metals Company Inc., a growing, diversified North American mining company ("Company") (NYSE:TC and TSX:TCM), today announced that as a result of scheduling conflicts, it has changed the date of its first quarter 2011 financial results conference call for analysts and investors to Monday, May 9, 2011, at 8:30 a.m. ET. A news release on the financial results will be issued after markets close on Friday, May 6, 2011.
Kevin Loughrey, Chairman and Chief Executive Officer, and Pamela Saxton, Chief Financial Officer, will be available to answer questions during the call.
To participate in the call, please dial 1 (647) 427-7450 or 1 (888) 231-8191 about five minutes prior to the start of the call.
An archived recording of the conference call will be available at 1 (416) 849-0833 or 1 (800) 642-1687 (access code 56947200 followed by the number sign) from 11:30 a.m. ET on May 9 to 11:59 p.m. ET on May 16. An archived recording of the webcast will also be available at the Company's website.
As previously announced, the Company will provide an audio webcast of its Annual Meeting of Shareholders on Friday, May 6, 2011, at 12:00 p.m. ET. Live audio webcasts of the conference call and Annual Meeting of Shareholders will be available at www.newswire.ca/en/webcast and www.thompsoncreekmetals.com.
NYSE: TC
TSX: TCM, TCM.WT
TSX-V: TRX.WT
DENVER, May 6 /CNW/ - Thompson Creek Metals Company Inc. ("Company" or "Thompson Creek"), a growing, diversified North American mining company, today announced financial results for the three months ended March 31, 2011, prepared in accordance with United States generally accepted accounting principles ("US GAAP"). All dollar amounts are in United States ("US") dollars unless otherwise indicated.
Financial Highlights:
Revenue for the quarter ended March 31, 2011 was $206.7 million, up 62% from $127.8 million for the first quarter of 2010.
Net Income for the quarter ended March 31, 2011 was $128.9 million, or $0.78 per basic and $0.73 per diluted share, which included a non-cash unrealized gain on common stock purchase warrants of $66.0 million, or $0.40 per basic and $0.37 per diluted share. Net income for the quarter ended March 31, 2010 was $1.1 million, or $0.01 per basic and diluted share, which included a non-cash unrealized loss on common stock purchase warrants of $24.5 million, or $0.17 per basic and $0.16 per diluted share.
Non-GAAP Adjusted Net Income for the quarter ended March 31, 2011 (excluding the non-cash unrealized gain on the warrants) was $62.9 million, or $0.38 per basic and $0.36 per diluted share. Non-GAAP adjusted net income for the quarter ended March 31, 2010 (excluding the non-cash unrealized loss on the warrants) was $25.6 million, or $0.18 per basic and $0.17 per diluted share.
The Company's net income continues to be affected by the previously disclosed requirement under US GAAP to account for the Company's outstanding common stock warrants as a derivative liability, with changes in the fair market value recorded in net income.
Molybdenum Production for the quarter ended March 31, 2011 was a new quarterly record of 10.3 million pounds, up 25% from 8.3 million pounds in the first quarter of 2010.
Non-GAAP Average Cash Cost Per Pound Produced for the quarter ended March 31, 2011 was $5.37 per pound, compared to $5.36 per pound for the first quarter of 2010.
Cash Flow From Operations for the quarter ended March 31, 2011 was $76.6 million, up 200% from $25.6 million for the first quarter of 2010.
Capital Costs incurred for the quarter ended March 31, 2011 were $121.4 million, comprised of $10.1 million of capital costs for the mines, the Langeloth Facility and corporate, and $51.9 million and $59.4 million of capital costs for the mill expansion project at the Endako Mine (75% share) and the development of Mt. Milligan, respectively. The capital costs for the first quarter of 2011 include amounts accrued of $28.5 million at March 31, 2011; therefore, capital expenditures for the first quarter of 2011 were $92.9 million.
Total Cash and Cash Equivalents at March 31, 2011 were $303.0 million, compared to $316.0 million as of December 31, 2010. Total debt as of March 31, 2011 was $20.5 million, compared to $22.0 million as of December 31, 2010.
"Thompson Creek achieved excellent financial performance in the first quarter of 2011, mainly as a result of increased production, sales volumes and molybdenum prices," said Kevin Loughrey, Chairman and Chief Executive Officer of Thompson Creek. "The Company produced a record 10.3 million pounds of molybdenum, and sold a record 10.1 million pounds of molybdenum from its mines for an average realized molybdenum sales price for the quarter of $17.39, up 20% from $14.50 in the first quarter of 2010. We anticipate that over the remainder of 2011, the price for molybdenum oxide will continue to be volatile, but will gradually increase with the expected improvement in worldwide molybdenum bearing steel production," added Mr. Loughrey.
The Company also announced that it has approved the increased capital expenditure budget for the Mt. Milligan project in British Columbia from C$915 million to C$1.265 billion. The C$350 million increase is attributable to design improvements, increases in labor costs, the cost of steel, concrete and other materials, and changes in the foreign exchange rate.
"Mt. Milligan is an important building block for our Company, both in terms of growth and diversification," said Kevin Loughrey. "We believe that, notwithstanding the capital increase, the economics for the project are still extremely attractive, and our liquidity and capital resources are sufficient to complete the construction of the Mt. Milligan mine. We expect to commence production in late 2013 and produce approximately 81 million pounds of copper and 194,000 ounces of gold annually," added Mr. Loughrey.
At March 31, 2011, Thompson Creek had working capital of $392.7 million, including $303.0 million of cash, cash equivalents and short-term investments, $106.8 million of receivables, and $20.5 million of debt related to equipment financings. The Company intends to fund the remaining mill expansion costs at the Endako Mine and the Mt. Milligan development costs from a combination of cash on hand, cash flow from operations, funds from various financing facilities, the remaining proceeds from the gold stream transaction with Royal Gold and expected funds from the exercise of warrants that expire in October 2011. Thompson Creek may consider additional debt financings. The timing of any financing transaction will depend on market conditions. The Company does not currently intend to fund Mt. Milligan development costs through the issuance of equity or equity-linked securities.
Quelle: erhaltene Mail
Auf der Homepage aktuell noch nichts.
Schade, da kann ich mir mein Tippen für Q1 sparen.
Hatte mit starken Umsatz gerechnet, da demnächst (ab Q3/2011) das Erz ein niedrigere Menge Moly enthält (s. bereits Ankündigung für 2010 Schluss).
200 Mio Umsatz hatten wir schon lange nicht mehr.
36 US-Cent als Quartals-Ergebnis nach Non-Gaap (ohne Anpassung der Warrants ist wesentlich aussagefähiger). Wären 1,44 Dollar pro Jahr. Würde aktuell ein KGV von ca. 8 ergeben.
Eigenkapital ist derzeit 1.596 Mio Dollar (bei 165 Mio Aktien sind dies 9,67 US-Dollar).
Gruß
Muppets
Nach den Quartalszahlen gab es noch eine 2. News:
Thompson Creek Announces Offering of Senior Unsecured Notes
s. http://www.thompsoncreekmetals.com/s/News_Releases.asp?ReportID=455808
Einschätzung von Goldinvest dazu s. http://www.ariva.de/...s_senkt_Produktionsprognose_fuer_2011_c3735702
Die Börse ging darauf gestern stark nach unten (-6%). Mal sehen wie es weitergeht.
Gruß
Muppets
Nach dem Bericht scheint es ja eher in den Süden zu gehen....leider.
Wie sind denn Deine persönlichen Einschätzungen?
Rum war auch schon mal mehr an Board :-)
http://business.financialpost.com/2011/05/11/...falling-metal-prices/
9. Mai 2011, von financialsuxxess
Böse, böse …. so könnte man die aktuelle charttechnische Situation bei TCM beschreiben. Warum?
Wenn diese Abwärtsbewegung nicht nur eine einfache Gap-Close Bewegung darstellt, dann sieht es weiterhin eher short als long aus. Das Gap von Ende Oktober 2010 wurde heute mit der kräftigen Short-Candle geschlossen.
Die Aktie ist wie in der letzten Analyse angesprochen durch das wichtige Preislevel bei rund 11$ durchgebrochen. Warum ist das so wichtig? Dieses Preisniveau ist ein 61,8 Fibonacci Retracement, welches aus dem Tief und dem Hoch (siehe Chart) gezeichnet wurde. Da der Kurs mit dem heutigen Tage auch mit einem recht hohen Momentum durchgerauscht ist, verleiht es diesem Break nur noch mehr Signifikanz. Der nächste Charttechnische Anker wäre bei 10,20-10,10$. Sollte es dann weiter runter gehen, dann besteht die gefahr, das der Kurs weiter abrutscht bis auf 8,00$. Lege ich ein weitere Fibonacci-Retracement an (vom letzten unteren Trendkanal Touch bis zum High nach diesem), dann wäre ein nächsten Short-Tradingziel bei rund 9,43$.
Negativ kommt noch dazu, dass die kurz- und mittelfristige Tagelinie gerade dabei ist, ein einfaches Short-Signal zu generieren (Kreuzung der wichtigen 200 Tagelinie nach unten).
Positiv bzw. ebtl. unterstützend könnte die Situation in den Indikatoren wirken. Der RSI sowie die Stochastik verläuft im überverkauften Bereich.
http://seekingalpha.com/article/...-become-one-of-your-favorite-words
TCM ist nicht mehr "die" Aktie.
Die Erhöhung der Kosten für MT Milligan und die dafür erforderliche Maßnahme zur Geldbeschaffung (s. http://www.thompsoncreekmetals.com/s/News_Releases.asp?ReportID=457025 )tragen zur negativen Situation dazu bei. Ich sag nur sell in may
Wenn die Privatplatzierung klappt wird es interessant. Dann geht ab 2013 mit der Fertigstellung der Mine die Post und m. E. auch der Kurs wieder ab. Hab nichts gegen einen weiteren kleinen Rückgang. Werde dann meinen Bestand sicherlich wieder etwas ausbauen. War ja bei über 11 teilweise ausgestiegen (s. Meldung Januar).
Gruß
Muppets
13th May 2011
TORONTO (miningweekly.com) – TSX- and NYSE-listed Thompson Creek Metals on Friday said it was increasing its previously announced debt issuance by about 17% to $350-million.
The senior notes, due 2018, will pay interest of 7,3%, the company said, adding that it would use the proceeds to fund development at its Mount Milligan copper/gold project in British Columbia.
Thompson Creek earlier this week hiked the capital costs estimate of the project by nearly one-third, from C$915-million to C$1,27-billion because of labour and materials inflation.
Mt. Milligan is set to start producing in the second half of 2013, with yearly copper production averaging at 81-million pounds and gold 194 000 oz.
Thompson Creek also owns molybdenum operations in Canada and the US.
Edited by: Liezel Hill
http://www.miningweekly.com/article/...cing-effort-to-350m-2011-05-13
May 11th, 2011 • by ABMN Staff
http://www.americanbankingnews.com/2011/05/11/...hlman-rose-analysts/
Global Commodities Compendium - Macquarie
17 May 2011 http://www.scribd.com/doc/55676517/5/No-stopping-the-supply-surge
Macquarie Research Commodities Compendium
Page 24
Molybdenum
Deficit delayed by renewed Chinese exports
Molybdenum (moly) prices have been relatively stable over the past two years. While the market appears to have moved into deficit, China moved from being a substantial net importer in 2009 back to being a small net expor ter with suggestions of destocking taking place. There appears to be destocking of some of the speculative inventory built in 2010, leading to a non-Chinese market surplus. We expect prices to recover in late-2011 asChinese destocking ends, Chinese exporter quotas are filled and the market moves into defictin both China and ex-China.Prices remain well above historical normals supported by high-Chinese costs. Recent changes in the market structure (mainly due to rapidly rising Chinese demand and uncertain Chinese supply) have combined to create higher and more volatile prices and a higher pricefloor. Much higher prices have been established, although molybdenum has not been so heavily influenced by the wave of speculative and investment interest that has swept acrossthe exchange-traded commodity markets. This may eventually change with the new LME contract, but there is no sign of that happening in the short run as the LME contract hasremained largely unused.
We have left our price forecasts largely unchanged from previously due to a similar supply/demand picture. Our forecasts for prices for 2011 to 2015 are based on the assessment thatthe market will need high-cost Chinese marginal primary capacity to meet incremental demand. This capacity needs prices in the US$13 –17/lb range, and costs will most likley rise in US$ terms. It is really only in 2014 and 2015, when Freeport-McMoran‟s (FCX US,US$99.88, Not rated) Climax primary mine is fully onstream, that prices may relax as reliance on this high-cost Chinese supply eases.
In the short run (next two years), prices should be stronger due to an expected market deficit and lower 2012 production from two of the larger players, Thompson Creek and Rio Tinto, due to lower Mo grades. Also extremely high copper prices will probably push the main copper by-product produers to maximise copper at the expense of molydenum grades in orebodies. There could well be some downside supply risk. In 2013-2015, however, the expansion at Kennecott plus higher production from Climax plus a number of likely greenfield projects should push prices lower again. Freeport says that its 30m lbs/year Climax primary mine will be ready from 2012 but says the actual startup date will depend on market conditions –we are assumining a 2H2012 start, after prices aresustained above US$20/lb once again.
Following a (revised) 50m lb surplus in 2009, we estimate that there was a 8m lb deficit in 2010 and a further 32m lb of deficts in 2011 and 2012 combined, followed by a relatively balanced market in 2013/14 until a larger surplus emerges in 2015.
Chinese market fundamentals will play a key role in the market going forward and are the key uncertainty. We assume trend demand growth rate of 7 –8% a year from 2011 to 2015. We assume mine output and capacity will continue to grow steadily but from 2011 onwards, China will be a growing net importer of molybenum. A higher Chinese growth rate and some restictions on Chinese supply growth remain a possibility, pushing the market into an even larger deficit. Supply and demand outside China are still important. We estimate that demand outside China bounced back by 23% YoY in 2010, having fallen 25% in 2009 and 9% in 2008. We forecast that mine production outside China will grow at a reasonably rapid rate, with byproduct output up 11% this year after disruption but then fall back to 2% in 2012. China is back to being a small exporter of moly.
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Wertpapier: Thompson Creek Metals |
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Wertpapier: Thompson Creek Metals |
Fleet Finance Deal for Mt. Milligan Mine
Thursday, 19 May 2011 12:44
Thompson Creek Metals has arranged an equipment financing deal with Cat Financial Services Ltd., under which Cat Financial will underwrite up to $132 million in mobile fleet equipment financing for Thompson Creek’s Mt. Milligan copper-gold mine in British Columbia.
The fleet will include 42 Caterpillar 793F haul trucks along with shovels, drills, loaders, dozers and support equipment and is expected to be delivered to the mine throughout 2012. Drawdowns against the equipment finance facility will occur as the equipment is delivered. Each drawdown will be for a term of five years and will be secured by the underlying equipment.
“As previously announced, we believe cash on hand, cash flow from operations, funds from financing facilities and expected funds from the exercise of warrants will be sufficient to fund the construction and development of the Mt. Milligan copper-gold mine. We look forward to the completion of the mine in late 2013,” said Kevin Loughrey, chairman and CEO of Thompson Creek. Thompson Creek also announced it has selected Finning Canada and Bucyrus Canada as mining equipment suppliers for the Mt. Milligan project, pursuant to which Finning and Bucyrus will supply mobile mining equipment, parts and equipment maintenance services to the mine.
The Mt. Milligan project is based on a conventional truck-shovel open-pit mine and a 60,000-mt/d copper flotation concentrator to be built over a 30-month period at a capital cost of approximately C$915 million. Commercial production is scheduled to commence in 2013. Average annual metal production over a 22-year mine life is forecast to be 81 million lb copper and 194,500 oz gold. The mine plan, according to Thompson Creek, has been designed for extraction of higher grade and gold-rich reserves in the early years. In the first six years of the mine plan gold production will average 262,100 oz/y and account for 55% of revenues.
http://www.e-mj.com/index.php/departments/...or-mt-milligan-mine.html
May 20, 2011 Thompson Creek Announces Closing of Its Senior Unsecured Notes Offering http://www.thompsoncreekmetals.com/s/...ses.asp?ReportID=458529
By Emily Austin
Benzinga Staff Writer
May 23, 2011 7:48 AM
http://www.benzinga.com/analyst-ratings/...d-pt-of-16-on-thompson-cre
"Thompson Creek Promotes Scott Shellhaas to President"
http://www.thompsoncreekmetals.com/s/News_Releases.asp?ReportID=458881
2011-05-18
--------------------------------------------------
TSX Short Positions
Short positions outstanding at May 15/11 (with changes from Apr. 30/11).
Largest Short Positions
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Uranium One UUU 30777514 -37405
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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
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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