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13-12-2010, 13:44
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#3 (permalink)
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Forumer attivo
Data registrazione: Feb 2010
Messaggi: 52
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Le oscillazioni che possono avere le Commodities in genere , sia positive che negative, possono essere violentissime .
Attualmente i pareri su oro e argento e i metalli preziosi in generale sono ancora positivi ,quanto durerà e fino a che punto, questa salita nessuno può dirlo , ma conviene comunque fissarsi degli stop e degli obiettivi ben precisi.
Le "Terre Rare" sembra siano diventate ,o stiano per esserlo, la moda , il trend del momento, pertanto può essere un'idea seguirle per un pò
Personalmente per quanto riguarda le obbligazioni sono gradualmente passato da quelle a tasso fisso a titoli indicizzati,accorciando nel contempo le scadenze e alcune "perpetue" che se non richiamate si trasformano da tasso fisso a indicizzato.
Per quanto riguarda la parte più rischiosa (azioni,certificati,ecc)per ora non vado oltre il 25 %
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13-12-2010, 22:09
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#5 (permalink)
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Utente Senior
Data registrazione: Jan 2009
Località: Valdobbiadene (Tv)
Messaggi: 225
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Delle terre rare si e' parlato qualche post fa: di societa' che hanno i finanziamenti ed i permessi per fasr entrare in produzione le miniere in un paio di anni ce ne sono due, tutto il resto e' poco piu' che fuffa che va su perche' ha "terre rare" nel nome.
A mio parere chi volesse investire nel settore dovrebbe comperarsi le Molycorp (MCP) con un ottica temporale di almeno due anni.
Per inciso oggi la MCP sta facendo un +10% sulla notizia che hanno ricevuto l'ultima autorizzazione ambientale per aprire la miniera.
Riporto di seguito l'analisi di una presentazione della societa' fatta il primo di dicembre:
Molycorp: Commentary From Baird Clean Technology Conference -- Mountain Pass Mine Plans Remain On Track For July 2012 Full Production (30.80 +1.82)
During the analyst conference, MCP stated that its "mine-to-magnets" project -- also known as its Mountain Pass modernization plan -- is on schedule and the company is expecting to break ground on January 2, 2010. By July 2012, MCP is anticipating the mine to be mechanically complete with full production rates planned by December 31, 2012. By that time, MCP's goal is to have 100% of its planned production volume contracted. Currently, the company has the capacity to produce 3,000 tons of rare earth oxides. Its current capacity expansion plans at Mountain Pass will give it the ability to produce 19,050 tons per year. However, it will be buidling out the mine with the capability to produce 40,000 tons per year, and has the current permitting in place to be able to do that. Management stated that the Mountain Pass mine has very high ore grade and has an estimated life of 30 plus years. Also, out of the 15 rare earth elements, nine of them are considered to be commercially signficant. The company will be producing all nine of these.
The company commented that demand remains very high for REOs. In fact, MCP says that it is consistently receiving calls from worried customers about where it will find supply of REOs. REOs are used in a host of difference applications, including hybrid cars and wind turbines, and the global need is expected to grow from 125K tons this year to 205K tons in 2015, for a 64% increase. Management also mentioned the drastic export cuts from China, and said that there is a critical need for production outside of China. Due to these export cuts, prices of many REOs have dramatically shot up. For instance, lanthanum oxide is up a staggering 641% from March to November, and praseodymiun is up 125% and neodymium is up 146%. Furthermore, the company does not see a fix in the near term in regards to pricing because the supply constraints are going to be an issue for some time -- even after MCP has fully ramped its Mountain Pass mine.
MCP compared its cost structure to Lynas -- a competitor with an REO operation in Western Australia -- saying that it will be able to produce REOs at a cost of $1.26/pound versus $2.56/pound for Lynas. A major reason for this advantage is that MCP has on-site gas co-generation to run its mine, rather than having it brought in from outside sources. MCP has also had little difficulty securing new customers, as it currently has 19 letters of intent, representing 138% of 2013 anticipated production volumne. Its current goal is to convert letters of intent such that 25% of its planned 20K tons/year production is contracted.
Bottom Line: There really wasn't any new information that was divulged during this conference call, although it did firmly reiterate that the REO supply shortage is causing a massive spike in prices that aren't likely to soften any time soon. Also, its Mountain Pass mine plans remain on track and the company remains set to become one of the first sources to provide REOs outside of China. Another interesting takeaway is that management is very excited about the potential for its XSORBX product, which is being readied for introduction into the drinking water and water purification markets. This product doesn't get too much attention, but the company sees "material revenue" from it in the near-term. Overall, the story remains the same for MCP -- it remains one of the few legitimate plays on the rare earth phenomenon. To read more about MCP,click here to access our review of its IPO pricing.
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05-01-2011, 15:24
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#9 (permalink)
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Forumer attivo
Data registrazione: Feb 2010
Messaggi: 52
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Segnalo questo certificato sulle "terre rare"
RBS Rare Metals Mining TR Index Open End Zertifikat
ISIN DE000AA0RPC5
Emesso da R.B.S.
Questo il link alla pagina dell'emittente
RBS Markets - Strukturierte Produkte | Produkte | RBS Rare Metals Mining TR Index | Open end Zertifikate | Übersicht - DE000AA0RPC5
Questi gli attuali componenti dell'indice/certificato
Ivanhoe Mines Ltd (US Issue)17,20%
Lonmin14,25%
China Molybdenum Co Ltd11,46%
Iluka Resources Limited9,76%
Titanium Metals7,62%
Katanga Mining Ltd6,86%
Thompson Creek Metals Company Inc5,14%
Mineral Resources Limited5,08%
Osaka Titanium Technologies Co Ltd4,33%
Toho Titanium Co Ltd3,65%
Xinjiang Xinxin Mining Ind-H3,58%
Northern Dynasty Minerals Ltd.3,44%
Minara Resources Limited2,83%
Imperial Metals Corp2,41%
TASEKO MINES LTD COM2,39%
Allego flyer e prospetto
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09-01-2011, 13:32
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#10 (permalink)
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Forumer attivo
Data registrazione: Feb 2010
Messaggi: 52
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Segnalo questo certificato sulle "terre rare"
RBS Select Rare Earth TR Basket Zertifikat
ISIN DE000AA2W3C6
tipo open end
Emesso da R.B.S.
Questo il link alla pagina dell'emittente
RBS Markets - Strukturierte Produkte | Produkte | Basket | Open end Zertifikate | Übersicht - DE000AA2W3C6
Questi gli attuali componenti dell'indice/certificato
Molycorp Inc USD USA 15 %
Lynas Corp AUD Australien 15 %
China Rare Earth Holdings HKD China 15 %
Neo Material Technologies Inc CAD Kanada 10 %
Rare Element Resources Ltd CAD Kanada 10 %
Avalon Rare Metals Inc CAD Kanada 10 %
Arafura Resources Ltd AUD Australien 5 %
Quest Rare Minerals Ltd CAD Kanada 5 %
Greenland Minerals & Energy Ltd AUD Australien 5 %
Alkane Resources Ltd AUD Australien 5 %
Great Western Minerals Group Ltd CAD Kanada 1 %
Tasman Metals Ltd CAD Kanada 1 %
Hudson Resources Inc/Canada CAD Kanada 1 %
Stans Energy Corp CAD Kanada 1 %
Commerce Resources Corp CAD Kanada 1 %
allego prospetto
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