Chance auf mehrer 100% Gewinn??

........wie auch der Absacker vom Dow.........

Market Moves Staff - 6 May 2010

http://www.marketmoves.com/category/...ent-6th-May-2010-201005060010/  

Published on May 07, 2010 10:10:00 IST

http://www.commodityonline.com/futures-trading/...May-2010-16031.html  

Congo 2010 Copper Output Seen Hitting 400,000 Tons - Ministry

5-10-10 7:02 AM EDT  

Congo's 2010 copper output is expected to hit 400,000 metric tons as output rises at several new mining projects, the ministry of mines said Monday.

In a report, the ministry projects that annual copper output will exceed 800, 000 tons by 2012 due to increased production from mines operated by U.S.-based Freeport McMoRan Copper & Gold Inc. (FCX), Toronto-listed Katanga Mining Ltd. ( KAT.T) and the state-mining company Gecamines.

Freeport operates Congo's largest copper/cobalt mine Tenke Fungurume, which began commercial production last year. The project is believed to hold the world's largest unexploited copper and cobalt reserves.

Congo last produced more than 400,000 tons of copper in a year in the 1980s before years of political mismanagement and civil war led to the near collapse of the sector.

The ministry said cobalt production is expected to exceed 90,000 tons by 2012 compared with this year's forecast of 30,000 tons. Congo holds at least a third of the global cobalt reserves.

The government projects that by 2012 the mining sector will create up to 50, 000 direct jobs and about 300,000 indirect jobs.

The ministry also forecast significant output increases for other minerals, including gold, diamonds and cassiterite, or tin ores.

Congo produces between 5% and 7% of the global tin output, despite the chaotic nature of the country's tin mining sector in the lawless Kivu provinces.

-By Nicholas Bariyo, contributing to Dow Jones Newswires; 256-75-2624615 bariyonic@yahoo.co.uk



http://news.morningstar.com/newsnet/...OWJONESDJONLINE000134_univ.xml  

Trading Day : May 7, 2010 :
Base Metals Demand & Outlook [05-07-10 2:05 PM]

Despite market volatility and European risk, Western demand for base metals is picking up. Is now the time to invest in base metals equities? For more, BNN speaks to , analyst, Desjardins Securities.

http://watch.bnn.ca/#clip299266  

Xstrata stops Australia copper exploration due to tax
Mon May 10, 2010 3:29am BST

SYDNEY, May 10 (Reuters) - Global miner Xstrata (XTA.L) has suspended copper exploration work in Australia's Queensland state until it better understands the implications of a new tax set to be imposed on mining companies, it said on Monday.

Market Movers

"Exploration is the lifeblood of the mining industry but it is not possible to justify Xstrata Copper's ongoing funding of additional exploration activities when the fundamental economics of the industry in Australia are being challenged," it said in a statement. (Reporting by James Regan; Editing by Balazs Koranyi)

http://uk.reuters.com/article/idUKSYU00989720100510  

http://www.katangamining.com/kat/...010/agm_pres2010/agm_pres2010.pdf

Sehr umfangreich !!!

 

kein Grund für das hohe Minus heute!?  

BAAR, SWITZERLAND--(Marketwire - May 11, 2010) - Katanga Mining Limited (TSX:KAT) ("Katanga" or the "Company") today announces its financial results for the first quarter of 2010. Katanga's Interim Financial Statements and Management's Discussion and Analysis for the period will be filed on May 11, 2010, on SEDAR, www.sedar.com.

Highlights during and subsequent to the three months ended March 31, 2010
•   Total sales for the first quarter of 2010, were US$140.7 million, comprising US$94.3 million (12,915 tonnes) for copper cathode, US$37.6 million for cobalt metal (900 tonnes) and $8.8 million for copper concentrate (1,381 tonnes of contained copper).
       
•   For the first quarter of 2010, the Company had a gross profit of US$39.1 million and net income of US$27.6 million
       
•   For the first quarter of 2010, the Company generated US$72.3 million in positive cash flows from operating activities and a net total cash increase of US$49.6 million resulting in a closing cash balance of US$126.7 million.
       
•   C1 cash cost for the first quarter of 2010 were US$1.34 per pound of copper (C1 cash costs per pound of copper are cash costs including mining, processing, administration and refining, net of cobalt credits)*.
       
•   Production data for the first quarter:
       
    o Copper production was 12,458 tonnes which was a reduction on the previous quarter by 924 tonnes due to mining constraints in Kamoto underground mine which have now been resolved.
       
    o Cobalt production was 889 tonnes with improved recovery rates for cobalt achieved throughout the plant.
       
•   On March 31, 2010, the Company filed its updated Technical Report, which detailed the accelerated increase in production capacity to 150,000 tonnes of copper and 8,000 tonnes of cobalt by end of the second quarter of 2011, and the proposed increase in production capacity to 310,000 tonnes per annum of copper and 30,000 tonnes of cobalt. The Technical Report stated the Company's ability to fund this development through existing cash balances and cash generated from operations, based on current copper and cobalt prices.
       
•   On April 27, 2010, the merger of Kamoto Copper Company SARL and DRC Copper and Cobalt Project was approved by Presidential decree.

Outlook
•   As detailed in the updated Technical Report the Company continues to implement the Accelerated Development Plan to a production capacity of 150,000 tonnes per annum of copper and 8,000 tonnes per annum of cobalt by the second quarter of 2011, with a production capacity of 110,000 tonnes per annum of copper being achieved as planned in July 2010
   
•   The Company has commenced a Scoping and Engineering study which will be completed in the fourth quarter of 2010. This study will review the process engineering completed for the planned new SX/EW plant with a view towards reducing capital expenditures and simplifying process design, as highlighted in the new Technical Report, to facilitate the integration with the current site infrastructure.
   
•   Dewatering and pre-strip activities in KOV open pit are progressing as scheduled to allow for the production of ore in July 2010.

Management of Katanga Mining Limited will host a conference call Wednesday, May 19, 2010 at 10:00 am (EST) to discuss the Company's 2010 first quarter results. Participants may join the call by dialling toll free 1-888-231-8191 or 647-427-7450 for calls from outside Canada and the US. A recorded playback of the call can be accessed after the event until May 26, 2010 by dialling 1-800-642-1687 or 416-849-0833 for calls outside Canada and the US. Pass-code: 74908425. A live and archived audio webcast will also be available at www.katangamining.com.

http://www.marketwire.com/press-release/...esults-TSX-KAT-1257786.htm

......und auf 1-Jahressicht (!!!) exzellente Aussichten der Produktionssteigerung. So kann man dem Anspruch eines "Weltmarktführers" gerecht werden......KAT wird uns noch viel Freude bereiten :-)  

nochmal die Chance nachzulegen, da der Kurs nachgibt !! IMO

Also auf ein Neues und allen investierten viel Glück!

Grüße

Bio

wird den Ansprüchen eines Weltmarktführers leider in keiner Weise gerecht:

Gerade mal 0,13% der freien Aktien bisher gehandelt...  

ist m.E. in erster Linie dem steigenden Markt geschuldet.
http://www.ariva.de/chart/images/...&boerse_id=37&secu=300210
Rückschläge wird es weiterhin geben, und wie herbe die bei dieser Aktie ausfallen können, haben die meisten hier bereits zu spüren bekommen...  

Das nicht "weltmarktführergerechte" Volumen wird m.E. auch wieder anziehen und ich denke der heutige Anstieg ist nicht dem steigendem Markt geschuldet, wohl eher den guten Zahlen.  

Da bin ich anderer Meinung:
Viele Anleger werden noch positivere Zahlen erwartet haben; die "besser Informierten" haben gestern suzusagen "im Vorfeld" verkauft ("Sell on good news"), daher sackte der Kurs ab, obwohl der Gesamtmarkt besser lief.
Die guten Zahlen sind m.E. im Anstieg des Aktienwertes um etwa 60% im Verlauf der letzten Wochen bereits eingepreist.  

mal die Zahlen auf der Zunge zergehen lassen:

Wenn die Zahlen 2.Quartal/2011 raus kommen wird sich der Erlös aus Kupferverkäufen fast verdreifachen und der Erlös aus Kobalverkäufen etwas mehr als verdoppeln. Im Ergebnis ein Quartals-Erlös von etwa 380 Mio Dollar im Vergleich zu den jetzigen 140 Mio Dollar.......

(überschlägige Rechnung bei angenommener Preiskonstelation dieses Quartals)  

Für Deine Meinung spricht, dass Katanga fast 10% im Plus schliesst, obwohl der Gesamtmarkt alle Gewinne wieder abgegeben hat.

Hoffen wir für die Zukunft das Beste.
Zweifellos ist Katanga zur Zeit eines der spannendsten Investments überhaupt...  

http://www.reuters.com/article/idAFSGE64A0JQ20100511?rpc=44  

bist nicht allein!!

^^

.....jetzt sind wir mindestens schon zu dritt :-)  

zu viert ;-)

 

O.K.  Bin auch noch da  ;-))