SYRAH RESOURCES WKN: A0MXQX ISIN: AU000000SYR9 Kürzel: 3S7 Forum: Aktien Thema: Hauptdiskussion

… wenn derlei mal den Markt erobert, wäre auch fein. https://www.finanztrends.de/altech-advanced-materials-ag-vorstand-uwe-ahrens-im-interview-das-pilot-werk/

Und das während Trading Halt 😂🤣😂

Balama-Update: "Syrah Resources Limited (ASX:SYR) (“Syrah” or “Company”) advises that operations at Balama Graphite Operation (“Balama”) in Mozambique have been interrupted by illegal industrial action by a small contingent of local employees and contractors. Due to this contingent of people stopping work, disrupted access to site and out of caution for the safety of Syrah’s employees and contractors, Balama operations were halted and the Company’s workforce was moved from site on Tuesday, 20 September 2022, Mozambique time." Following a review of security, the Company is coordinating the return of employees and contractors to return to site and planning for Balama’s full operational capability to be restored as soon as possible. Balama has produced 38kt natural graphite for the quarter to date. Natural graphite sales are 54kt for the quarter to date with approximately 5kt of further shipments from Nacala this month that will not be impacted by the industrial action. The majority of finished product inventory is located at the port. https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4w28yxaZs%2B5rke92GA%3D%3D Diese Nachricht in Kombination mit einem dunkelroten ASX-Tag hat den Kurs um 22,5% auf 1,48AU$ gedrückt.

Das Ding wird so abgehen

Wieso?

Schöne neue Website: https://www.syrahresources.com.au/

https://cartamz.com/index.php/economia-e-negocios/item/11800-trabalhadores-da-mina-de-grafite-de-balama-em-greve

Handelsstopp seit gestern, Balama-Betrieb eingestellt, wahrscheinlich wegen Streiks. https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4wy0yBGZs%2B5rke92GA%3D%3D

Vermutlich nach grünen Zahlen? Der Absatz scheint weiter Potential zu haben (steigende Batterieverkäufe) und Logistikkosten sinken wieder. Impulse aus Vidalia kommen frühestens erst nächstes Jahr.

Wann will sie mal ausbrechen

Wenn ich die bisherigen Planungen richtig im Kopf hab, sollte bei 90kt schon was übrigbleiben. Wenn die Logistik zu annehmbaren Preisen sichergestellt ist, müsste also Gewinn erzielt werden. Die Produktion größerer Mengen kostet natürlich auch mehr, aber die Einnahmen sollten stärker steigen. Insofern gehe ich ziemlich sicher von Skaleneffekten aus.

Sobald also die Logistikkosten unter Kontrolle sind, wirft Balama Gewinn ab? Der Global Container Freight Index (FBX) ist seit März '22 am sinken und liegt bei knapp 50% der Höchststände zu Jahresanfang. Sind denn noch Skaleneffekte zu erwarten? Momentan liegt die Auslastung ja bei ca 50% (89,8 kt bei 175 kt Kapazität). Denke vorab für eure Antworten :)

https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4w%2B5yheZs%2B5rke92GA%3D%3D auf Seite 1 : "During the interim financial period, Balama production and sales increased significantly compared with the prior corresponding period. Higher production rates were supported by strong global customer demand for Electric Vehicles, which creates strong demand for Balama products. However, Balama production was constrained by disruption in the global container shipping market. To supplement Nacala container shipments, Syrah developed a new logistics option, commencing breakbulk shipments through Pemba port. Three breakbulk shipments were completed in the interim period for a total of approximately 30,000 tonnes of natural graphite. Through the interim financial period Balama produced approximately 89,800 tonnes (H1 2021: 33,500 tonnes) and sold and shipped approximately 79,300 tonnes (H1 2021: 17,000 tonnes). Syrah took a final investment decision on the installation of a 11.25 MWp solar photovoltaic installation combined with an 8.5 MW/MWh battery energy storage system at Balama and construction of this system progressed during the period."

Kann denn mit der Balama Produktion auch Geld verdient werden?

🙋🏻‍♀️