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die nächsten zwei Monate sind wohl weitere 15-20% Verlust möglich. Bin vor den Quartalszahlen ausgestiegen und bei 24,50€ wieder rein, weil ich dachte, der Abverkauf ist vorbei. Pech gehabt. Wußte schon, daß die Preise seit August stark gefallein sind. Die Kunden betreiben Lagerbereinigung und viele Schwarzhändler in Asien versuchen über Dumpingpreise ihre Ware loszuwerden. Hier eine Einschätzung des CEO: Cerium peaked at $170 a kilogram, or $77 a pound, in August but now sells for $45 to $60 a kilogram. Prices are negotiated by buyers and sellers directly with one another and reported by market information companies like Asian Metal, based in Pittsburgh. That is still far above cerium’s price of $6 a pound three years ago, before China, the world’s dominant producer, sharply cut its export quotas. “We all learned a hard lesson in July and August, how high these prices can go before customers begin yelling,” said Mark Smith, the chief executive and president of Molycorp, the only American producer of rare earths. He added that rare earth mining outside China remained very profitable even with the price decline, which has brought the market back to the level of last spring. The sharp decline in demand and prices outside China could create yet another shortage next year, said Constantine Karayannopoulos, the chief executive of Neo Material Technologies, a Canadian company that has its factories in China. That is because Chinese exporters are unlikely to use all of their export quotas this year — since demand is down — and the Chinese Commerce Ministry has historically penalized exporters that do not use all of their quotas by giving them smaller quotas the next year. http://www.nytimes.com/2011/11/17/business/global/...ing-sharply.html
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