Chance auf mehrer 100% Gewinn??
By Keith Weir
LONDON | Mon Dec 6, 2010 6:48pm GMT
LONDON (Reuters) - WikiLeaks published more details of sites around the globe that the United States considers vital to its interests, prompting criticism the website is helping militants identify sensitive targets for attack...
http://uk.reuters.com/article/...ything&virtualBrandChannel=11708
http://www.kitconet.com/charts/metals/base/t24_cp450x275.gif
Und Goldman Sachs prognostizieren einen Kupferpreis von 11.000$/t in 2011. Das sollte auch an Katanga nicht spurlos vorbei gehen...
Dec 07/10 Dec 06/10 Isaacs, Steven Neil Direct Ownership Common Shares 10 - Acquisition in the public market 60,000 $1.215
Dec 07/10 Dec 02/10 Isaacs, Steven Neil Direct Ownership Common Shares 10 - Acquisition in the public market 90,000 $1.281
http://canadianinsider.com/coReport/allTransactions.php?ticker=kat
14.12.2010 14:02 Uhr
China erhöht seine Ausfuhrzölle auf einige Sorten der sogenannten Seltenen Erden. Die Anhebung trete am 1. Januar 2011 in Kraft, kündigte das Finanzministerium in Peking an, ohne weitere Einzelheiten zu nennen. Der Schritt könnte den Export der wichtigen Metalle weiter einschränken. Im zweiten Halbjahr 2010 hatte China die Ausfuhrquoten bereits um 72 Prozent reduziert. Gegenwärtig erhebt die Volksrepublik auf rund 30 Seltene Erden Ausführzölle zwischen 15 und 25 Prozent.
Seltene Erden sind Rohstoffe, die unter anderem in der Handy- und Autoproduktion, aber auch in der Rüstungsindustrie verwendet werden. Sie sind ein wichtiger Bestandteil moderner Technologie. China hat bei seltenen Erden quasi eine Monopolstellung und kontrolliert mehr als 95 Prozent des weltweiten Angebots.
Weiter Exportzölle auf Kohle und Öl
Neben der Erhöhung von Ausfuhrzöllen auf einige Seltene Erden kündigte das chinesische Finanzministerium an, Exporte von energieintensiven Rohstoffen wie Kohle, Öl und Düngemitteln weiter mit Abgaben zu belegen. Dies solle die heimische Versorgung sicherstellen. Zudem will China an niedrigen Importzöllen auf 600 wichtige Baustoffe und -teile festhalten.
http://www.tagesschau.de/wirtschaft/selteneerden102.html
Dec 13/10 Dec 07/10 Isaacs, Steven Neil Direct Ownership Common Shares 10 - Acquisition in the public market 60,000 $1.225
http://canadianinsider.com/coReport/allTransactions.php?ticker=kat
By Maria Kolesnikova - Dec 16, 2010
http://www.bloomberg.com/news/print/2010-12-17/...r-survey-shows.html
By Yi Tian and Maria Kolesnikova - Dec 17, 2010
http://www.bloomberg.com/news/print/2010-12-17/...nfidence-gauge.html
Newswire, Dec 17, 2010 8:32 AM
http://subscribers.wardsauto.com/newswire/reuters/..._metalsscramble/
06.12.2010 08:46
http://www.finanznachrichten.de/...n-boersengang-sunday-times-015.htm
Und tatsächlich: Die beiden zeichnen für die meisten der 'zig Kleintrades heute als Käufer verantwortlich!
Keine Ahnung, was das Ganze bedeuten soll...
By Matt Whittaker
http://news.tradingcharts.com/futures/1/4/150347541.html
By Lisa Wright
http://www.thestar.com/printarticle/908928
Auch bei Katanga regt sich mal wieder etwas:
http://de.advfn.com/...icchart&s=T^kat&p=0&t=19&vol=1
Force majeure declared at world’s third largest copper mine
Dec. 21, 2010, 11:38 a.m. EST
http://www.marketwatch.com/story/...rss&SiteId=djm_HAMWRSSGMktgsH
http://af.reuters.com/article/energyOilNews/idAFTOE6BL04320101222
http://business.financialpost.com/2010/12/21/...te-correction-threat/
Katya Wachtel | Dec. 22, 2010, 11:52 AM
http://www.businessinsider.com/...at-copper-lme-single-trader-2010-12
By Tatyana Shumsky and Carolyn Cui
The Wall Street Journal
Wednesday, December 22, 2010
http://online.wsj.com/article/...405274870411850457603408343693141...
As commodity prices soar to new records, the ability of a few traders to hold huge swaths of the world's stockpiles is coming under scrutiny.
The latest example is in the copper market, where a single trader has reported it owns 80% to 90% of the copper sitting in London Metal Exchange warehouses, equal to about half of the world's exchange-registered copper stockpile and worth about $3 billion.
The report coincided with copper prices soaring to new records on Tuesday. Commodities prices rallied along with stocks. The Dow Jones Industrial Average gained 55.03 points, or 0.48%, to 11533.16, its highest level since August 2008. Crude oil jumped to its highest level in more than two years and topped $90 a barrel in late electronic trading in New York. Corn and soybeans rose amid worries about hot weather in Argentina.
Copper soared to a new record of $4.2705 per pound on Tuesday in New York, and is up 28.3% this year. The LME's three-month copper contract closed at $9,353.50 a metric ton, up 1.6% on the day, a new record.
JP. Morgan Chase & Co. recently had a large position in copper, though it is unclear whether the U.S. bank increased its holdings, or whether a new player has taken dominant position.
"Regardless of who owns it, the only thing of note here is that we are being told that one person has a substantial position," said David Threlkeld, president of Resolved Inc., a metals consultancy.
Single traders also own large holdings of other metals. One trader holds as much as 90% of the exchange's aluminum stocks. In the nickel, zinc and aluminum alloy markets, single traders own between 50% to 80% of those metals and one firm has 40% to 50% of the LME's tin stockpiles.
While commodities exchanges scrutinize all holdings to ensure a single player isn't trying to corner the market, and many of the positions are owned by big firms on behalf of clients, the large holdings do result in a concentration of ownership that could skew prices.
At the same time, thousands of new investors are flooding into the commodities markets, either directly or through exchange-traded funds, seeking to take advantage of an expected rise in prices of raw materials as the global economy continues to recover.
While commodities regulators in the U.S. are considering restricting the amount of futures contracts any one trader can hold, they have no jurisdiction over physical holdings.
The LME has strict rules to prevent market squeezes but does not limit how much metal a single trader may hold. Instead, the exchange demands the dominant holder make metal available for short-term periods at very limited profit margins. The LME says it closely watches individual holdings.
Copper demand is likely to outstrip supply this year by an estimated 455,000 metric tons, says Barclays Capital. Copper inventories at the LME have been declining since February.
Consumption is growing rapidly in China, Brazil, and the U.S. And the creation of ETFs to hold physical metal is helping drive demand. On Tuesday, ETF Securities, a London-based provider, said that its newly-announced copper-backed ETF has added about 850.5 tons of copper, up 43%, to reach 1,445.5 tons.
Last month, the LME reported that a single holder owned more than 50% of the exchange's copper. People familiar with the matter at the time said J.P. Morgan was the holder. On Tuesday, the LME reported that a single holder now has as much as 90% of the stockpiles, without naming the firm. The LME reports data two days in arrears, so the position increased on Friday.
In the aluminum market, about 70% of the LME metal is locked up, MF Global base metals analyst Edward Meir said during LME Week in London in October.
LME aluminum stocks currently total around 4.3 million metric tons.
As one example, Swiss commodity trading firm Glencore International AG bought about 1.6 million tons of the metal from United Co. Rusal Ltd. earlier this year, market participants said at the time. Glencore then turned around and presold the metal. So even though the aluminum is sitting in LME warehouses, visible to all traders, it is effectively locked up.
These sorts of deals have skewed physical trading in these metals, as other consumers have paid increasing premiums to get hold of stocks, even though the metal looked like it was available in warehouses.
Holding ready-for-delivery metals on an exchange isn't a cheap undertaking for traders, who are responsible for paying insurance, storage and financing costs. And "the end game is to find somebody to buy something you have already bought for a higher price," Mr. Threkeld said.
The recent boom in metal prices has enabled traders to purchase the physical metal, sell a futures contract at a much higher price and still make a profit after paying for storage and insurance.
http://www.gata.org/node/9445
23rd December 2010
http://www.miningweekly.com/article/...sh-outlook-for-2011-2010-12-23
Aber Kagtanga war auch schon mal viel mehr wert.
Interessanter Wert. Kommt auf meine Watchliste. Viel Glück allen!
By Claudia Carpenter and Yi Tian - Dec 31, 2010
http://www.bloomberg.com/news/print/2010-12-31/...l-become-worse.html