TREVALI RESOURCES WKN: A1H9CE ISIN: CA89531J1093 Kürzel: 4TI Forum: Aktien Thema: Hauptdiskussion

Also ist es gut, dass die förderkosten sinken, oder schlecht, weil die mine geschlossen wird?

Darf ich nachfragen was das für unser Investment bedeuten wird oder könnte?

Habe indirekt aber zuverlässig vernommen, dass die Caribou-Mine auf care maintenance gesetzt wird. Womit die AISC nach überschlägiger Berechnung auf ca 0,95 Cent sinken werden.

https://www.miningnews.net/events/news/1382091/zinc-to-not-stink-too-much-longer-…-maybe

Dann müssten wir so ca den selben EK haben

Meine Güte das hätte einer wissen müssen. 😅 Ich keine nur 46% im roten im Gegensatz zu anderen. Aber das wäre noch besser gegangen, womit ich echt nicht gerechnet habe. 🙈

Sieht ja heute ganz gut aus. Ich bin auf morgen gespannt, auch bei sibayne. Würde gerne beide nochmal haben. Aber aktuell drängt einen ja nichts. Bin heute erstmal in K+S reingegangen, denke da kann man in 2-3Jahren auch was reißen

Ich tippe auf den Turnaround Tuesday 😁

.... ggf also besser vor Mittwoch 😈😁

https://www.reuters.com/article/us-china-health-centralbanks-cuts/u-s-bank-lobby-economist-predicts-global-rate-cut-coming-this-wednesday-idUSKBN20O2CY

Miles, ich bin auch schon drin und aktuell hier bei -37% leider. Macht man nichts die Frage nur ob man nochmal was nachlegt. Denke das werde ich die Tage machen, dass ich den EK von 0,21cad runter bekomme

Ich finde dafür die richtigen Unternehmen 😄

@Pr3d8tor - Timing kann fast jeder besser als ich 😇😇😈

Mhh und was heißt das jetzt fürs Timing. Scheinbar geht's ja erst nochmal ein wenig runter bevor es wieder anzieht. Also lieber Seitenlinie, noch paar Shortoptionen holen oder drehen wir jetzt bereits nach der Corona Korrektur? Ich für mein Teil bleib zunächst passiv.

„The cure for high prices are high prices - and the cure for low prices are low prices.“ will meinen: niedrige Zinkpreise = niedrigere Produktion = weniger Angebot = niedrigere Verarbeitungskosten = sinkende Produktionskosten und bei Wiederstart der Wirtschaft dann Lieferengpässe = Preiserhöhungen. Typische Preiszyklik von Industrierohstoffen eben. Identisch für Stahl übrigens

„Singapore/Shanghai — China’s accumulating a vast stock of commodities that is threatening markets already hammered by the coronavirus. As the government compels the country to get back to work, oil refineries are churning out diesel and petrol while smelters and other industrial plants continue to process raw materials into finished products such as steel and copper. But they’re not being used quickly enough. Consumption has shrunk as people stay at home and travel less, and as logistical constraints stop output from reaching end-users. So the commodities are piling up outside plants, in warehouses and storage tanks. Inventories of steel products this week surged to a record, while copper and zinc supplies at warehouses tracked by the Shanghai Futures Exchange expanded to the highest in nearly three years. Petrol and diesel stockpiles are expected to get close to their theoretical capacity in February. That can’t go on forever. Space will eventually run out or the financial burden of holding so much inventory will get too much. The plants will either have to de-stock by selling off their products or cut production, which would reduce demand for raw materials such as crude and iron ore. Either way, it would be a blow to prices already hammered by the virus. “Producers won’t involuntarily stock forever if they are not selling their products as this would be a cash flow negative exercise,” Max Layton, MD for commodities research at Citigroup said by e-mail. “This refers to all metals where underlying consumption has suffered from the effect of the coronavirus, which is all metals bar gold and silver.” In a sign of how desperate the situation is getting, China’s top nonferrous-metal industry association on Thursday called on the central government to buy metals from smelters to alleviate pressure from rising inventories. The extended shutdown of customers’ plants has reduced demand, causing inventories to swell and prices to weaken, according to the China Nonferrous Metals Industry Association. Fees for physical copper deliveries tumbled to a discount of 235 yuan per tonne as of February 20, down from 50 yuan five days earlier, data from industry consultancy shmet.com shows. They were at a discount of 130 yuan on Friday. Steel troubles The steel industry is also under pressure. Mills have been reining in output as demand has fallen, but there are limits to how much they can cut without closing down furnaces entirely, a complicated and costly move. Steel product prices have fallen more than 5% since the Lunar New Year holiday in January when Beijing shut down swathes of the country. Iron ore has fallen about 10%. Should mills start to restock inventories, steel’s losses could accelerate. “There could be a price drop as traders and mills compete to shift material out from inventories as fast as possible,” said Tomas Gutierrez, a Shanghai-based analyst at Kallanish Commodities Inventories are “definitely at unsustainable levels,” and it’s a “big problem,” he said. There are always options to extend or convert storage, but that comes at a cost. Any price correction would probably be short-lived, according to Gutierrez. Mills have already been cutting back production and a further drop in prices would encourage deeper cuts, helping inventories draw down. That could happen one to two weeks from now, he said. And the demand side may also start to improve as Beijing gets the country running again, which would help reduce inventories, said Xiao Fu, head of global commodities strategy at BOCI Global Commodities. “There are signs that the situation is coming under control, and that industrial activity is restarting, which would help to de-stock products,” she said.“