Thompson Creek Metals (Blue Pearl Mng)

Vielen Dank für eure Einschätzungen.

18.02.2011, 07:07 Uhr
http://www.handelsblatt.com/finanzen/...rastisch-zurueck/3857762.html

EZB : Banken leihen sich über Nacht große Summen
18. Februar 2011
http://www.infokriegernews.de/wordpress/2011/02/...cht-grosse-summen/  

erst einmal ein Dank für deine doch noch erfolgte Antwort...

Nur weil ein anderer antwortet ist man m. E. nach nicht von einer eigenen Antwort befreit.

Für deine gesammelten Informationen bin ich dir auch sehr dankbar (immer Quelle dabei), da spart man sich das eigene mühselige Suchen. Das man sich immer noch eine eigene Meinung bilden muss, ist mir klar. Wie heißt es so schön 3 Leute, 4 Meinungen...

Ein Kommentar zu den Daten, die du einstellst, wäre m. E. aber ab und zu trotzdem hilfreich. Das du das nicht immer schaffst ist mir auch klar.

Wenn man von anderen aufgefordert wird, etwas dazu zu schreiben, sollte man diesem Willen auch nachkommen. Und sei es nur, das man sagt, das man nichts sagt. Dann ggf. natürlich auch nur per BM.

Gruß
Muppets  

Ich mach es mal kurz:

Produktion und Verkauf Endako ca. 1,7 Mio Pfund. Erlös pro Pfund 16,53 (lt. Angaben in FS zu Q3) bei 9 Dollar Kosten

Produktion TC ca. 6,5 Mio Pfund und Verkauf nur ca. 5,8 Mio (damit die Produktions- und Verkaufsvorhersagen stimmen). Erlös pro Pfund 16,53 (lt. Angaben in FS zu Q3) bei 6,5 Dollar Kosten

Fremdminen gehen mal mit plus/minus 0 durch. Rösten Langeloth bringt 4,5 Mio.

Ergibt in Summe ca. 71 Mio USD

Davon ab sonstige Kosten von ca 27 Mio. wie im Vorquartal  (Stichwort Selling and Marketing bis Exploration, außerdem Zinsen).

Ergibt 44 Mio. vor Währungsverlusten und Steuern und Sonderkosten für Erwerb Terane.

Durch Terane geht natürlich jede Menge CashFlow (420 Mio Dollar abzgl. 226,5 Mio Dollar von Royal Gold) ab. Und wir haben eine Verwässerung auf ca. 163 Mio statt 139 Mio. Aktien (24,3 Mio neue Aktien).

Für die neu ausgegeben Aktien wurde ein Unternehmenswert erworben. Das sehe ich insoweit als neutral an. Aber die Kosten in Zusammenhang mit dem Erwerb (Berater etc.) werden das Ergebnis belasten (wird bei Zahlen für Q3 bereits angesprochen). Bei einem Unternehmenswert von ca. 700 Mio Dollar würde ich mit Kosten von 20 Mio Dollar rechnen (ca. 3%). Ob diese Einschätzung tatsächlich reicht und ob das tatsächlich das Ergebnis belastet oder die Kosten als Nebenkosten zu aktivieren wäre, kann ich leider nicht beantworten. Insoweit steckt hier eine große Unbekannte in meiner Prognose.  Nach IFRS gibt es hier ein Verbot der Aktivierung. Ich denke mal das ist im US-Gaap wahrscheinlich nicht anders.

Wie gesagt diese Kosten lassen sich sehr schlecht schätzen (macht man schließlich nicht jeden Tag). Wenn da einer einen besseren Ansatz hat. Nur zu.

Verbleiben also 24 Mio. Abzgl. 20% Steuern (ca. 5 Mio) verbleiben also 19 Mio Dollar.

Bei 163 Mio Aktien ergibt sich ein Ergebnis von knapp 12 Cent pro Share.

Für 2010 ergibt das 148 Mio. Dollar und somit dann über 0,9 Dollar pro Share. Auf wieviel Shares das verteilt wird ist auch noch die Frage. Unter Umständen ist das Ergebnis auch genau 1 Dollar (Im Factsheet vom 07.02.2011 ist das Ergebnis für Q1-3 2010 88 Cent bei diluted shares).

Naja lassen wir uns in gut 3 Tagen überraschen.

Eine Vorhersage für Q1 2011 mache ich erst nachdem ich den Abschluss für 2010 gesehen habe. Ist mir sonst viel zu heikel für eine Prognose.

Bis dahin viel Spass und evtl. auch eine Diskussion zu meinem Beitrag
Gruß
Muppets  

Einmal wurde er noch über die 12.300 "gequält"!   Könnte diesmal etwas länger dauern, bis er die wiedersieht...

 

 

"Die Aktienkurse werden ihren Aufwärtstrend beibehalten"
wirtschaftsblatt.at | 24.02.2011 | 11:04
http://www.wirtschaftsblatt.at/home/boerse/...ehalten-460747/index.do  

http://www.handelsblatt.com/microsite/...nen/v_microsite,3875400.html  

http://www.onvista.de/index/snapshot.html?ID_NOTATION=4359526

 

 

s. auch http://www.thompsoncreekmetals.com/s/News_Releases.asp?ReportID=444465

Thompson Creek Announces Record Production And Sales Volumes For Fiscal 2010

   * Revenue up 59% to $594.8 million
   * Net income was $113.7 million
   * Cash flow from operations increased 49% to $157.4 million

Thompson Creek Metals Company Inc. ("Company" or "Thompson Creek"), a growing, diversified North American mining company, today announced financial results for the three months and full year ended December 31, 2010, 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:



"Thompson Creek's 2010 financial performance was greatly improved from a year earlier mainly as a result of increased production, sales volumes and molybdenum prices," said Kevin Loughrey, Chairman and Chief Executive Officer. "The Company produced a record 32.6 million pounds of molybdenum in 2010, and sold a record 29.1 million pounds of molybdenum from its mines for an average realized molybdenum sales price for the year of $15.67, up 39% from $11.28 in 2009. We anticipate that over the balance 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," said Mr. Loughrey.

Fourth Quarter Financial Results

Revenue for the quarter ended December 31, 2010 was $156.8 million, up 48% from $106.2 million for the same period in 2009. The increase in revenue was primarily due to an increase in molybdenum sales volumes and a higher average realized sales price for molybdenum in the fourth quarter of $16.05 per pound, up 30% from $12.37 per pound for the same period in 2009.

Net Loss for the quarter ended December 31, 2010 was $45.0 million, or $0.28 per basic and diluted share, compared to net income of $26.0 million, or $0.19 per basic and $0.18 per diluted share for the same period in 2009. Net loss for the fourth quarter of 2010 included a non-cash unrealized loss on common share purchase warrants of $79.4 million, or $0.50 per basic and $0.47 per diluted share, and net income for the fourth quarter of 2009 included a non-cash unrealized gain on common stock purchase warrants of $5.6 million, or $0.04 per basic and diluted share.

Non-GAAP Adjusted Net Income for the quarter ended December 31, 2010 (excluding the non-cash unrealized loss on the warrants) was $34.4 million, or $0.22 per basic and $0.20 per diluted share. Non-GAAP adjusted net income for the fourth quarter of 2009 (excluding the non-cash unrealized gain on warrants) was $20.4 million, or $0.15 per basic and $0.14 per diluted share.

The Company's financial performance 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 (loss). During the fourth quarter of 2010, the value of the outstanding warrants (and the Company's reported derivative liability) increased by $79.4 million, resulting in a non-cash loss of the same amount. Excluding the non-cash loss related to the warrants, the Company's non-GAAP adjusted net income for the fourth quarter of 2010 was $34.4 million, or $0.22 per basic and $0.20 per diluted share. Additionally, the Terrane warrants that continue to remain outstanding were also accounted for under US GAAP as a derivative liability. The non-cash unrealized loss on common share purchase warrants of $79.4 million included a $6.7 million loss related to the Terrane warrants.

Molybdenum Production for the quarter ended December 31, 2010 was 9.3 million pounds, up 48% from 6.3 million pounds in the fourth quarter of 2009. The increase in production was primarily due to a significantly higher grade of ore from the Thompson Creek mine.

Average Cash Cost Per Pound Produced for the quarter ended December 31, 2010 was $5.81 per pound, compared to $6.61 per pound for the same period in 2009. The decrease in average cash cost per pound was primarily due to higher production resulting from a significantly higher grade of ore from the Thompson Creek mine.

Cash Flow From Operations for the quarter ended December 31, 2010 was $31.6 million, compared to $38.2 million for the same period in 2009.

Capital Costs incurred for the quarter ended December 31, 2010 were $76.5 million, comprised of $45.2 million of capital costs for the Company's 75% share of capital costs for the Endako mill expansion project, $15.9 million of capital costs for the mines, the Langeloth facility and Corporate, and $15.4 million of capital costs for Mt. Milligan. The capital costs for the fourth quarter of 2010 included a change in accrual of $10.1 million; therefore, capital expenditures for the fourth quarter of 2010 were $66.4 million.

Total Cash, Cash Equivalents and Short-Term Investments at December 31, 2010 were $316.0 million, compared to $511.5 million as of December 31, 2009. Total debt as of December 31, 2010 was $22.0 million, compared to $12.9 million as of December 31, 2009.

Full Year 2010 Financial Results

Revenue for 2010 was $594.8 million, up 59% from $373.4 million for 2009. The increase in revenue was primarily due to a 15% increase in molybdenum pounds sold and a higher average realized sales price for 2010 of $15.67 per pound, up 39% from $11.28 per pound in 2009.

Net Income for 2010 was $113.7 million or $0.79 per basic and $0.75 per diluted share, compared to a net loss of $56.0 million, or $0.44 per basic and diluted share for 2009. Net income for 2010 included a non-cash unrealized loss on common share purchase warrants of $49.6 million, or $0.34 per basic and $0.33 per diluted share, and net loss for 2009 included a non-cash unrealized loss on common stock purchase warrants of $93.4 million, or $0.73 per basic and $0.72 per diluted share.

Non-GAAP Adjusted Net Income for 2010 (excluding the non-cash unrealized loss on the warrants) was $163.3 million, or $1.13 per basic and $1.07 per diluted share. Non-GAAP adjusted net income for 2009 (excluding the non-cash unrealized gain on warrants) was $37.4 million, or $0.29 per basic and diluted share.

Molybdenum Production for 2010 was a record 32.6 million pounds, up 29% from 25.3 million pounds in 2009. The increase in production was primarily due to a significantly higher grade of ore from the Thompson Creek mine.

Average Cash Cost Per Pound Produced for 2010 was $6.07 per pound, compared to $5.84 per pound in 2009, primarily due to increased operating costs at the Endako mine due to higher mining and milling costs.

Cash Flow From Operations for 2010 was $157.4 million, up 49% from $105.9 million in 2009.

Capital Costs incurred in 2010 were $246.2 million, comprised of $149.9 million of capital costs for the Company's 75% share of capital costs for the Endako mill expansion project, $80.9 million of capital costs for the mines, the Langeloth facility and Corporate, and $15.4 million of capital costs for Mt. Milligan. The capital costs for 2010 included accrued amounts of $32.5 million; therefore, capital expenditures for 2010 were $213.7 million.

Selected Consolidated Financial and Operational Information


(1) See "Non-GAAP Financial Measures" for the definition and calculation of these non-GAAP measures.
(2) Mined production pounds reflected are molybdenum oxide and high performance molybdenum disulfide ("HPM") from the Company's share of production from the mines; excludes molybdenum processed from purchased product.
(3) Weighted-average of Thompson Creek mine and Endako mine (75% share) cash costs (mining, milling, mine site administration, roasting and packaging) for molybdenum oxide and HPM produced in the period, including all stripping costs. Cash cost excludes: the effect of purchase price adjustments, the effects of changes in inventory, stock based compensation, other non-cash employee benefits and depreciation, depletion, amortization and accretion. The cash cost for the Thompson Creek mine, which only produces molybdenum sulfide on site, includes an estimated molybdenum loss, an allocation of roasting and packaging costs from the Langeloth facility, and transportation costs. See "Non-GAAP Financial Measures" for additional information.

Updated 2011 Annual Guidance and Outlook

With the exception of the updated guidance provided below, the 2011 and 2012 guidance as provided on November 4, 2010 is reaffirmed.

   * Capital Expenditures - 2011 estimated capital expenditures are expected to be approximately $591 million (changed from previous guidance of $525 million), comprised of $60 million in capital expenditures for the mines, the Langeloth facility and Corporate (unchanged from previous guidance), $181 million for Thompson Creek's 75% share of capital expenditures required for the mill expansion project at the Endako mine (changed from previous guidance of $115 million) and $350 million related to the Mt. Milligan project (unchanged from previous guidance and still subject to the completion of a detailed review of the project). The $66 million increase in capital expenditures at the Endako mine for 2011 includes $27 million of carryover from 2010 and $39 million (75% share) of increased costs to complete the expansion project.

Credit Facility Update

In February, the Company secured an additional $10 million in commitments from two participant banks and increased its previously announced revolving credit facility from $290 million to $300 million.

Non-GAAP Financial Measures

In addition to the consolidated financial statements presented in accordance with US GAAP, the Company uses the following non-GAAP financial measures of its financial performance in this press release: adjusted net income, adjusted net income per share (basic and diluted), cash cost per pound produced, weighted average cash cost per pound produced, and average realized sales price per pound sold. These are considered key measures by management in evaluating the Company's performance. These measures do not have standard meanings prescribed by US GAAP and may not be comparable to similar measures presented by other companies. The Company believes these measures provide useful supplemental information to investors in order for them to evaluate the Company's financial performance using the same measures as management. The Company believes that the use of these measures affords investors greater transparency in assessing the Company's financial performance. Non-GAAP financial measures should not be considered in isolation from, as a substitute for, or superior to, measures of financial performance prepared in accordance with US GAAP. The presentation of these measures may be different from non-GAAP financial measures used by other companies. In addition, these non-GAAP measures have limitations in that they do not reflect all of the amounts associated with the results of operations as determined in accordance with US GAAP.

Adjusted Net Income, Adjusted Net Income Per Share - Basic and Diluted

Adjusted net income represents the net income prepared in accordance with US GAAP, adjusted for significant non-cash items. For the fourth quarter and year end December 31, 2010 and 2009, the significant non-cash items were the non-cash gains and losses on the fair value adjustment related to the Company's outstanding common stock purchase warrants.

On January 1, 2009, Thompson Creek was required to adopt the guidance issued by the Emerging Issues Task Force that common stock purchase warrants, with a strike price denominated in a currency other than the entity's reporting currency, are not considered linked to equity and, therefore, are to be accounted for as derivatives. The Company has outstanding common stock purchase warrants denominated in Canadian dollars. Changes to the fair value of the outstanding warrants are recorded to the statements of operations at each quarter end. Since a cash payment will never be required at the settlement of the Warrants, management does not consider gains or losses on the warrants in its evaluation of the Company's financial performance.

Adjusted net income per share (basic and diluted) is calculated using adjusted earnings, as defined above, divided by the weighted average basic and weighted average diluted shares outstanding during the period, as determined in accordance with US GAAP.

The following tables reconcile net income presented in accordance with US GAAP to the non-GAAP financial measures of adjusted net income, and adjusted net income per share (basic and diluted) for the three months and years ended December 31, 2010 and 2009:


For the three months ended December 31, 2010 (unaudited - US$ in millions except shares and per share amounts)



For the three months ended December 31, 2009 (unaudited - US$ in millions except shares and per share amounts)



For the year ended December 31, 2010 (unaudited - US$ in millions except shares and per share amounts)


For the year ended December 31, 2009 (unaudited - US$ in millions except shares and per share amounts)


Cash Cost per Pound Produced and Average Realized Sales Price per Pound Sold

Cash cost per pound produced represents the mining (including all stripping costs), milling, mine site administration, roasting and packaging costs for molybdenum oxide and HPM produced at each mine in the period. Stripping costs represent the costs associated with the activity of removing overburden and other mine waste materials in the production phase of a mining operation. Stripping costs that provide access to mineral reserves that will be produced in future periods are expensed under US GAAP as incurred. Cash cost per pound produced excludes the effects of purchase price adjustments, the effects of changes in inventory, stock-based compensation, other non-cash employee benefits and depreciation, depletion, amortization and accretion. Cash cost for the Thompson Creek mine, which only produces molybdenum sulfide and HPM on site, includes an estimated molybdenum loss (sulfide to oxide), an allocation of roasting and packaging costs from the Langeloth Facility, and transportation costs from the Thompson Creek mine to the Langeloth facility. The weighted average cash cost per pound produced represents the cumulative total of the cash costs for the Thompson Creek mine and the Endako mine divided by the cumulative total production from the Thompson Creek mine and the Endako mine.

The average realized sales price per pound sold represents molybdenum sales revenue divided by the pounds sold.

Three Month Period ended December 31 (US$ in millions except per pound amounts - Unaudited)



Year End Period December 31 (US$ in millions except per pound amounts - Unaudited)

(1) Mined production pounds are molybdenum oxide and HPM from the Company's share of the production from the mines; excludes molybdenum processed from purchased product.
(2) Cash costs represent the mining (including all stripping costs), milling, mine site administration, roasting and packaging costs for molybdenum oxide and HPM produced in the period. Cash cost excludes: the effect of purchase price adjustments, the effects of changes in inventory, stock-based compensation, other non-cash employee benefits and depreciation, depletion, amortization and accretion. The cash cost for the Thompson Creek mine, which only produces molybdenum sulfide and HPM on site, includes an estimated molybdenum loss (sulfide to oxide), an allocation of roasting and packaging costs from the Langeloth facility, and transportation costs from the Thompson Creek mine to the Langeloth facility.
(3) Other operations represent activities related to the roasting, processing, and upgrading of third-party concentrate and other metals at the Langeloth Facility and exclude product volumes and costs related to the roasting and processing of Thompson Creek mine and Endako mine concentrate. The Langeloth facility costs associated with roasting and processing of Thompson Creek mine and Endako mine concentrate are included in their respective operating results above.

Additional information on the Company's financial position is available in Thompson Creek's Annual Report on Form 10-K for the period ended December 31, 2010, which was filed today on EDGAR (www.sec.gov) and SEDAR (www.sedar.com) and posted on the Company's website (www.thompsoncreekmetals.com).

Conference Call and Webcast

Thompson Creek will hold a conference call for analysts and investors to discuss its 2010 financial results on Friday, February 25, 2011 at 8:30 am Eastern Time. 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. A live audio webcast of the conference call will be available at www.newswire.ca and www.thompsoncreekmetals.com.

An archived recording of the conference call will be available at 1 (416) 849-0833 or 1 (800) 642-1687 (access code 42212766 followed by the number sign) from 11:30 a.m. Eastern Time on February 25 to 11:59 p.m. Eastern Time on March 4. An archived recording of the webcast will also be available at Thompson Creek's website.

About Thompson Creek Metals Company Inc.

Thompson Creek Metals Company Inc. is a growing, diversified North American mining company. The Company produces molybdenum at its 100%-owned Thompson Creek mine in Idaho and Langeloth Metallurgical Facility in Pennsylvania and its 75%-owned Endako mine in northern British Columbia. The Company is also in the process of constructing the Mt. Milligan copper-gold mine in northern British Columbia, which is expected to commence production in 2013. Among the Company's development projects are the Mount Emmons molybdenum property in Colorado and the Davidson molybdenum and Berg copper-molybdenum-silver properties in northern British Columbia. Thompson Creek has approximately 928 employees. Its principal executive office is in Denver, Colorado, and it also has offices in Vancouver, British Columbia and Toronto, Ontario. More information is available at www.thompsoncreekmetals.com.

Cautionary Note Regarding Forward-Looking Statements

This news release contains ''forward-looking information'' within the meaning of the United States Private Securities Litigation Reform Act of 1995 and applicable Canadian securities legislation. Often, but not always, forward-looking statements include: statements with respect to future financial or operating performance of Thompson Creek or its subsidiaries and it projects; statements regarding future inventory, capital expenditures and exploration expenditures; 2011 operating goals; and 2011 molybdenum prices.

Such factors include, among others, risks related to general business, economic, competitive, political and social uncertainties including the global economic conditions, the volatility in molybdenum prices; risks related to foreign currency fluctuations; energy prices & fluctuations; title disputes or claims; limitations of insurance coverage; changes in governmental regulation of mining operations; risks related to the volatility of Thompson Creek's share price; changes in environmental regulation; the actual results of current exploration activities; actual results of reclamation activities; conclusions of economic evaluations; changes in project parameters as plans continue to be refined; possible variations of ore grade or recovery rates; impurities and toxic substances in the mined material; and failure of plant, equipment or processes to operate as anticipated. Additional factors that could cause Thompson Creek's results to differ from those described in the forward-looking information can be found in the section entitled ''Risk Factors'' in Thompson Creek's Annual Report on Form 10-K and subsequent documents filed on EDGAR at www.sec.gov and on SEDAR at www.sedar.com. Forward-looking statements contained herein are made as of the date of this news release and Thompson Creek disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or results or otherwise, except as required by law. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, the reader is cautioned not to place undue reliance on forward-looking statements.


For more information, please contact:

Pamela Solly
Director Investor Relations
Thompson Creek Metals Company Inc.
Tel: (303) 762-3526
psolly@tcrk.com

Christine Stewart
Renmark Financial Communications Inc.
Tel: (416) 644-2020
cstewart@renmarkfinancial.com


THOMPSON CREEK METALS COMPANY INC.
CONSOLIDATED BALANCE SHEETS
(US dollars in millions)




THOMPSON CREEK METALS COMPANY INC.
CONSOLIDATED STATEMENTS OF OPERATIONS
(US dollars in millions, except per share data)




THOMPSON CREEK METALS COMPANY INC.
CONSOLIDATED STATEMENTS OF CASH FLOWS
(US dollars in millions)  

Thompson Creek adj earnings up as output rises
Mining Weekly, 25th February 2011
http://www.miningweekly.com/article/...-up-as-output-rises-2011-02-25

Molybdenum Prices, Sales Lift Thompson Creek 4Q
morningstar | 2-25-11 2:52 AM EST  
http://news.morningstar.com/newsnet/...OWJONESDJONLINE000257_univ.xml  

UPDATE 3-Copper miner Equinox looks to butt in on Canadian deal
28.02.2011 04:01  
http://www.finanznachrichten.de/...o-butt-in-on-canadian-deal-020.htm


Kupfer-Fusion steht auf Messers Schneide
28.02.2011, 03:14 Uhr
http://www.handelsblatt.com/unternehmen/industrie/...tml?p3889462=all  

China will not cut orders for Boeing, Airbus jets
BEIJING | Sun Feb 27, 2011 11:42pm EST
http://www.reuters.com/article/2011/02/28/...ts-idUSTRE71R1DV20110228

JSL Stainless Expects Lower Import Duty to Boost Profitability
By Rajesh Kumar Singh - Feb 28, 2011
http://www.bloomberg.com/news/print/2011-02-28/...-profitability.html  

LONDON (Metal-Pages) 28-Feb-11

London Metal Exchange (LME) cobalt has been fairly steady in the past week, although molybdenum has fallen in line with buying interest and a correction downward in other Exchange-traded metals last week, dealers told Metal-Pages this week.
In late afternoon on Monday, the LME cash cobalt price was trading around $39500 /40500/tonne, from $39600/40600/tonne, while the molybdenum cash price was down at $35000/35000.50, from $38200/39600/tonne.
...
http://www.metal-pages.com/news/story/52560/  

28.02.2011 15:36
BRIEF-RESEARCH ALERT-Paradigm capital raises Thompson Creek price target
Feb 28 (Reuters) - Thompson Creek Metals Co Inc: * Paradigm capital raises Thompson Creek Metals Co Inc price target to C$20 from C$16

28.02.2011 15:36
BRIEF-RESEARCH ALERT-Paradigm capital raises Thompson Creek price target
Feb 28 (Reuters) - Thompson Creek Metals Co Inc: * Paradigm capital raises Thompson Creek Metals Co Inc price target to C$20 from C$16

28.02.2011 15:36

BRIEF-RESEARCH ALERT-

Paradigm capital raises Thompson Creek price target

Feb 28 (Reuters)

- Thompson Creek Metals Co Inc:* Paradigm capital raises Thompson Creek Metals Co Inc price target toC$20 from C$16

28.02.2011 15:36
BRIEF-RESEARCH ALERT-Paradigm capital raises Thompson Creek price target
Feb 28 (Reuters) - Thompson Creek Metals Co Inc: * Paradigm capital raises Thompson Creek Metals Co Inc price target to C$20 from C$16

http://www.finanznachrichten.de/...hompson-creek-price-target-020.htm

 

28.02.2011 15:36
BRIEF-RESEARCH ALERT-Paradigm capital raises Thompson Creek price target
Feb 28 (Reuters) - Thompson Creek Metals Co Inc: * Paradigm capital raises Thompson Creek Metals Co Inc price target to C$20 from C$16

 

 

musste die Meldung jetzt 5 Mal als News rein???

Da hätte doch einmal gereicht.

Kurs geht mittlerweile auch wieder gen Süden. Aber die Aussichten sind für die nächste Zeit bestens.

Mal was zum Abschluss:
Gewinn in Q4 nach Steuern bei 34 Mio USD (meine Prognose 19 Mio). Vor Steuern und Kosten Terane sogar fast 56 Mio. Also 20% mehr als bei meiner Prognose (44 Mio). Die Auf- und Abwertung der Warrants und die daraus entstehenden Gewinne und Verluste drücke ich mal in Skat. Die werden ja nie Cashwirksam und gleichen sich über einen langen Zeitraum immer wieder aus.

Lag an der höheren Förderung und dem höheren Absatz (über 29 Mio Pfund verkauft), die in Q1 und Q2 2011 in etwa so bleibt und dann etwas abfällt. Dann kommt in der TC-Mine mal wieder Erz mit schwächerem Gehalt zum Vorschein.

Dazu baut man derzeit etwas Warenbestand auf. Da braucht man m. E. keine Angst haben, dass die auf Halde produzieren, da sie es nicht loswerden. Ist vielmehr vorsorglich auf Halde, um gleichmäßig liefern zu können (siehe auch Outlook 2011, 2012 im Abschluss).

Preis lag mit 16,05 nicht ganz so hoch wie von mir geschätzt, war dort auch in der Spalte bereits beim Preis für Q1, der fast sogar an die 17 USD pro Pfund rankommen wird (schonmal in die Glaskugel schau)

D. h. das Ergebnis pro Share wird sich bei über 1 USD weiter behaupten und m. E. weiter zulegen...

Daher kann ich das Target von Paradigm  nur begrüßen.
Gruß
Muppets  

musste die Meldung jetzt 5 Mal als News rein??

Immer locker bleiben: Denkst Du wirklich, dass das Absicht war??

Dieser HTML-Editor von ariva taugt nicht "für fünf Pfennige", das hat WO weitaus besser im Griff!

Gruss

Vm 

 

ich nutze aus dem Grund den HTML-Editor gar nicht. Absicht wollte ich dir nicht unterstellen. Finde es persönlich auch schade, dass man eigene Beiträge nachträglich nicht mehr ändern kann, wie es in anderen Foren üblich ist.

Aber meines Wissens gibt es die Funktion Vorschau (Schaltfläche neben Einfügen). wo man sieht was man reinstellt. Nutze ich selbst auch bei längeren Beiträgen. Da sollte einem das dann auffallen.

Wenn du schon nur eine "Guttenberg-Tastatur" hast, solltest du dir vielleicht die 3 Sekunden für das Begutachten der Vorschau nehmen und dann ggf. korrigieren, wenn erforderlich.

Das Ariva manchmal spinnt und Beiträge gar nicht oder doppelt erscheinen wissen wir ja alle. Aber was solls, das sind die Tücken der Technik.

Gruß und weiterhin viel Spaß
Muppets  

Was nützt die denn, wenn sie genauso schlecht funktioniert wie der Rest??

 

Bull market for metals signals a spate of mining deals
Sun Mar 6, 2011 2:01pm EST
http://www.reuters.com/article/2011/03/06/...ac-idUSN0419781420110306  

5. März 2011, von financialsuxxess

Thompson Creek Metals

Die höchste Gewichtung des Depots steht an einer wichtigen Entscheidungszone bei 13,00$. Es ist einfach: Sollte es zu einem Durchbruch nach unten kommen, dann ist mit weiter fallenden Kursen innerhalb des kurzfristigen Kanals zu rechnen. Sollte der Support halten, könnte das als Bestätigung der Bullen interpretiert werden und die Kurse wieder anziehen.

http://myfinancialsuxxess.wordpress.com/

 

Irgendwann müssen die Shorts gedeckt werden...

 

 

Hoffentlich halten die 8 Euro.  

http://bigcharts.marketwatch.com/quickchart/...1&show=&time=8