Mercator Minerals

Haywood Securities
11:44 27.06.11

Rating-Update:

Vancouver (aktiencheck.de AG) - Stefan Ioannou und Evan Young, Analysten von Haywood Securities, stufen die Aktie von Mercator Minerals (Profil) mit "sector outperform" ein. Das Kursziel werde von 5,25 USD auf 4,50 USD gesenkt.
(Analyse vom 24.06.2011) (27.06.2011/ac/a/u)

http://www.ariva.de/news/...tor-outperform-Haywood-Securities-3775707  

June 28, 2011, 8:06 a.m. EDT

By Andrea Hotter

LONDON -(MarketWatch)- The world hasn't started to run out of copper, but there has been a significant rise in structural rates of demand that has created soaring metal prices and boosted investment into the sector, a senior analyst at HSBC Securities said Tuesday.

Andrew Keen, HSBC's head of EMEA metals and mining equity research, said that copper demand growth has grown from 2% a year to between 4-5% annually, although he didn't specify a time frame.

"The lead time for new investment is 15 years, so you can see that this structural change in demand growth has created a huge surge in pricing and investment," he told HSBC's Chile conference in London. "This is nothing unusual--China's metals consumption is following a very well-worn demand path."

Mining firms are expanding their capital expenditure budgets accordingly, Keen told delegates, with the four London-listed mining majors--Xstrata PLC (XTA.LN), Anglo American PLC (AAL.LN) Rio Tinto PLC /quotes/zigman/182541/quotes/nls/rio RIO +1.07% and BHP Billiton PLC /quotes/zigman/270355/quotes/nls/bhp BHP +0.92% -- accounting for nearly $40 billion in investment.

"But they aren't getting much more for their money," Keen said, noting that current capex costs are about 50% higher than historical levels.

Keen said that copper has had an "exceptionally good crisis," with the market faring much better than other metals like zinc and aluminum during the economic downturn.

Since prices slumped during the 2008 financial crisis, copper on the London Metal Exchange has more than trebled in price, peaking earlier this year above $10,000 a metric ton and remaining near historical highs since then. This is because the copper industry has seen relatively low inventories, unlike several other metals, and the industry hasn't been able to quickly respond to lower stocks and rising demand.

"There are constant debates in the financial community over the price of copper, but it is certainly a market in very strong underlying health," Keen said.


http://www.marketwatch.com/story/...73880-02f8-441a-93bd-bb72cacc02ca  

28.06.11 - 15:02 Uhr

Mercator Minerals Limited hat kürzlich die im April angekündigte Übernahme von Creston Moly Corporation abgeschlossen. Mercator erwarb alle ausgegebenen und ausstehenden Stammaktien von Creston. Die Aktionäre von Creston erhielten für jede Creston-Stammaktie 0,15 einer Stammaktie von Mercator sowie 0,08 CAD in bar.

Durch die Übernahme könnte Mercator sich zu dem oder einem der weltweit größten primären Molybdänproduzenten entwickeln. Die Produktion der Assets von Mercator wird im Jahr 2015 auf ~34 Mio. Pfund Molybdän und ~150 Mio. Pfund Kupfer geschätzt.

Die Analysten von Haywood Securities bewerten Mercator mit 'Sector Outperform' und nennen ein Kursziel von 4,50 CAD.


http://www.minenportal.de/artikel.php?sid=15658  

 

aus: Globe and Mail Update
Published Tuesday, Jun. 28, 2011 3:49PM EDT
Last updated Tuesday, Jun. 28, 2011 4:26PM EDT

Inflationary pressures from increased labour, fuel, energy and consumable costs are beginning to creep into the cost structure at Mercator Minerals Ltd. (ML-T2.700.249.76%), warned Peter Campbell, analyst with Jennings Capital Inc. Operating costs for both copper and especially molybdenum were considerably higher in the first quarter from last year, he noted.

Downside: Mr. Campbell cut his price target by $1 to $4.

http://www.theglobeandmail.com/globe-investor/...0/?utm_medium=Feeds: RSS/Atom&utm_source=Globe Investor&utm_content=2078960  

 

Jun 30/11	Jun 27/11	Thomas, Gavin	Direct Ownership	Common Shares	51 - Exercise of options	29,839	$2.090
Jun 30/11	Jun 27/11	Thomas, Gavin	Direct Ownership	Options	51 - Exercise of options	-50,000	$2.090
Jun 30/11	Jun 28/11	Quinn, Robert Joseph	Direct Ownership	Common Shares	51 - Exercise of options	9,741
Jun 30/11	Jun 28/11	Quinn, Robert Joseph	Direct Ownership	Options	51 - Exercise of options	-50,000	$2.090
Jun 30/11	Jun 25/11	Broch, Michael J.	Direct Ownership	Options	50 - Grant of options	200,000	$2.530
Jun 30/11	Jun 25/11	Distler, Mark	Direct Ownership	Options	50 - Grant of options	200,000	$2.530
Jun 30/11	Jun 25/11	Simmerman, Gary Lane	Direct Ownership	Options	50 - Grant of options	200,000	$2.530
Jun 30/11	Jun 25/11	LeBlanc, Marc	Direct Ownership	Options	50 - Grant of options	200,000	$2.530
Jun 29/11	Jun 29/11	Iorich, Vladimir	Indirect Ownership	Common Shares	22 - Acquisition pursuant to a take-over bid, merger or acquisition	4,354,500
Jun 28/11	Jun 23/11	McLeod, Donald Bruce	Direct Ownership	Options	50 - Grant of options	600,000	$2.580

http://www.canadianinsider.com/coReport/allTransactions.php?ticker=ml

 

By: Loni Prinsloo
29th June 2011
http://www.miningweekly.com/article/...0t-in-2011-barclays-2011-06-29  

"Copper Advances on Speculation China Is Near End of Tightening"

By Agnieszka Troszkiewicz - Jul 4, 2011

Copper and zinc rose to a two-month high in London on speculation China, the world?s biggest user of the metal, is near the end of monetary tightening after figures showed service industries slowed.

Service industries expanded at the weakest pace in four months in June, the China Federation of Logistics and Purchasing said yesterday. Growth in Chinese manufacturing was the slowest since February 2009, a report showed last week. Copper also gained today as workers went on strike at Freeport-McMoRan Copper & Gold Inc.?s Grasberg mine in Indonesia.

?We are getting toward the end of the tightening,? said Nic Brown, head of commodities research at Natixis Commodity Markets Ltd. in London. ?As base effects start to reduce over the coming six to nine months, we should see the end of the Chinese tightening.?

Copper for three-month delivery climbed $10, or 0.1 percent, to $9,455 a metric ton on the London Metal Exchange, the highest closing price since April 26. Investors bought and sold 9,230 copper futures, a fifth of the July 1 total. Floor trading on the Comex in New York was closed today for Independence Day.

?One source of support is the unexpectedly sound U.S. economic data announced on Friday,? Commerzbank AG analyst Eugen Weinberg in Frankfurt said in a report. U.S. manufacturing unexpectedly sped up in June, figures showed July 1, signaling the world?s largest economy and second-ranking copper user may be starting to rebound.

Rate Increases
China?s central bank raised reserve requirements 12 times and interest rates four times since the start of last year to tame inflation that climbed to 5.5 percent in May, the fastest pace in almost three years. Speculation that borrowing-cost increases may be near an end helped the Shanghai Composite Index of shares to close today at the highest level since May 20.

Workers at Grasberg started a seven-day strike demanding wage increases, company spokesman Ramdani Sirait in Jakarta said. About 8,000 non-staff workers are members of the union and not all of them are on strike, he said.

?This is a market in which any kind of problem on the supply side just tightens what is already a difficult situation,? Natixis?s Brown said. ?It?s a constant reminder the copper market is in a situation of tight supply and will remain that way until the big mines that are arising late 2013 and onwards will finally turn up.?

Tin for three-month delivery on the LME was little changed at $25,650 a ton and aluminum increased 0.3 percent to $2,511 a ton. Zinc rose 1.4 percent to $2,398 a ton, the highest closing price since April 15. Nickel climbed 0.8 percent to $23,175 a ton and lead advanced 0.4 percent to $2,684 a ton.

http://www.bloomberg.com/news/print/2011-07-04/...ning-may-pause.html  

Updated 2011-07-04 18:22:47
http://www.sharenet.co.za/news/...hs/b556141d6914ea28b5e4388d4b194745  

... Kazakhmys?s Ogay Says
Bloomberg - Jul 4, 2011 6:16 PM GMT+0200
http://www.bloomberg.com/news/2011-07-04/...azakhmys-s-ogay-says.html  

Institutional Holders (19.07.2011)

% Shares Owned: 40.23%
# of Holders: 54
Total Shares Held: 98,339,149
3 Mo. Net Change: 1,203,304
# New Positions: 1
# Closed Positions: 2
# Increased Positions: 12
# Reduced Positions: 5
# Net Buyers: 7

Institutional Holders (aktuell)

% Shares Owned: 56.25%
# of Holders: 63
Total Shares Held: 138,348,463  (+40%) 
3 Mo. Net Change: -6,764,426
# New Positions: 3
# Closed Positions: 5
# Increased Positions: 19
# Reduced Positions: 16
# Net Buyers: 3
 

http://www.reuters.com/finance/stocks/...ghts?symbol=ML.TO&rpc=66

 

Crosstrade:  BMO Nesbitt Burns Inc.

 

...for 2011 and Provides 2012 Guidance / Copper equivalent production of 80.3 million pounds in 2011 Year over year copper equivalent growth of 12% to 25% expected in 2012

16.01.2012 | 15:04
VANCOUVER, BRITISH COLUMBIA -- (Marketwire) -- 01/16/12 -
http://www.finanznachrichten.de/...illion-pounds-in-2011-year-256.htm  

Mercator Minerals to grow copper-equivalent production in 2012

The company produced 80.3 million pounds copper equivalent and 7 million pounds of molybdenum in concentrates from its Mineral Park mine in Arizona and is eyeing higher production this year.

Posted:  Tuesday , 17 Jan 2012

http://www.mineweb.com/mineweb/view/mineweb/en/...tail&pid=102055  

Major Shareholders Institutions


PALA INVESTMENTS HOLDINGS LTD 48,662,214 18.79% 5,237,200 12.06 0 02/04/2012

Geologic Resource Partners, Llc  10,703,074  5.42% -9,269,400 -46.41 0 04/03/2011

IG Investment Management Ltd  8,050,000  3.11% 0 0 1.53 31/01/2012

Fiera Capital Corporation  4,097,300  1.58&  0 0 0.81 29/02/2012

Government Pension Fund of Norway - Global  938,599  0.47%  71,954 8.30 0 31/12/2010

Dimensional Fund Advisors LP 2,097,615 0.83% 0 0 0.02 31/01/2012

GCIC Ltd. 2,014,250 0.78% 0 0 0.47  31/01/2012

Earth Resource Investment Group 1,000,388 0.50% 1,000,388 New 1.80 31/03/2011

Ned Goodman Investment Counsel Limited 1,714,250 0.66% 0 0 0.76 31/01/2012

J.P. Morgan Asset Management (UK) Ltd. 1,975,000 0.76% 0 0 0.09 31/12/2011



Major Shareholders Funds


Investors Canadian Natural Resource A 8,050,000 3.11% 0 0 1.53 31/01/2012

Fiera Sceptre Equity Growth Class F 2,146,500 0.83% 0 0 0.80 29/02/2012

Dynamic Focus+ Resource Series F 2,014,250 0.78% 0 0 0.47 31/01/2012

Fiera Capital Canadian Equity Small Cap 1,950,800 0.75% 0 0 0.83 29/02/2012

DMP Resource Class Series F 1,714,250 0.66% 0 0 0.76 31/01/2012

Investors Core Canadian Equity B 1,156,300 0.45% 0 0 0.23 31/01/2012

Mac Universal Canadian Resource Sr F 1,000,000 0.39% 1,000,000 New 0.10 31/01/2012

FaithLife Cdn Equity (Indexed) 735,500 0.28% 56,100 8.26 0.03 31/12/2011

AGF Monthly High Income Series T 712,400 0.28% 0 0 0.17 31/12/2011

BMO S&P/TSX EqWt Glb BM Hdgd CAD Idx ETF 664,629 0.26% 37,106 5.91 1.66 31/03/2012


 

 

 

 

 

http://cart.morningstar.ca/Quicktakes/owners/...CAN&culture=en-CA

 

Apr 12/12	Apr 12/12	Tellechea Salido, Daniel	Direct Ownership	Options	50 - Grant of options	100,000	$1.30
Apr 12/12	Apr 11/12	Iorich, Vladimir	Indirect Ownership	Common Shares	10 - Acquisition in the public market	221,600	$1.25
Apr 11/12	Apr 10/12	Iorich, Vladimir	Indirect Ownership	Common Shares	10 - Acquisition in the public market	500,000	$1.24
Apr 12/12	Apr 5/12	Tellechea Salido, Daniel	Direct Ownership	Options	00 - Opening Balance-Initial SEDI Report
Apr 11/12	Apr 5/12	Iorich, Vladimir	Indirect Ownership	Common Shares	10 - Acquisition in the public market	1,018,700	$1.24
Apr 11/12	Apr 2/12	Iorich, Vladimir	Indirect Ownership	Common Shares	10 - Acquisition in the public market	3,496,900	$1.30

http://www.canadianinsider.com/node/7?ticker=ml

 

Mercator Minerals posts $1.5m profit, Mineral Park improves

http://www.miningweekly.com/article/...neral-park-improves-2012-05-15

der weg ist ganz klar von mercator,

schön das es nochmal preise von 2009 gibt.

akumulilerennnn :D:D

http://www.mercatorminerals.com/i/pdf/...2-Scotia-LTAM-conference.pdf

Insider Trades by Symbol - TSX Venture Exchange
Company Name: Mercator Minerals Ltd.
Last Updated: July 20, 2012

Date: 07/20/2012
Symbol: ML
Insider Buys Volume: 33,000
Insider Sells Volume: 0
Insider Buys Value $: 19,470.00
Insider Sells Value $: 0.00
Insider Buys Transaction: 50
Insider Sells Transaction: 0
Currency: CAD

http://www.tmxmoney.com/...ubmit&QuerySymbol=ml&x=35&y=20

 

Jul 20/12  Jul 20/12  Quin, Stephen P.  Indirect Ownership  Common Shares  10 - Acquisition in the public market  40,000  $0.590

Jul 19/12  Jul 19/12  McLeod, Donald Bruce  Direct Ownership  Common Shares  10 - Acquisition in the public market  50,000  $0.598

http://canadianinsider.com/node/7?menu_tickersearch=ML+|+Mercator+Minerals  

Joachim Berlenbach believes copper is shining brighter than gold right now
and calls on investors to up their risk appetites .

An interview with The Metals Report

Author: Sally Lowder
Posted: Wednesday , 20 Mar 2013
http://www.mineweb.com/mineweb/content/en/...oid=182785&sn=Detail  

http://www.canadianminingjournal.com/...ases/story.aspx?id=1002214677