Posts mit dem Label Konsequenzen werden angezeigt. Alle Posts anzeigen
Posts mit dem Label Konsequenzen werden angezeigt. Alle Posts anzeigen

Mittwoch, 21. September 2016

Folgen der Samarco-Katastrophe und Rohstoff-Baisse: Gehalt von BHP-Chef halbiert sich

Andrew Mackenzie, der Chef des weltgrößten Minenkonzerns BHP Billion (BHP), passt sein Gehalt an die anspruchsvolle Marktlage und die Verwerfungen aus dem Minenunglück in Brasilien an.

Es mehren sich zwischenzeitlich die Anzeichen, dass BHP's operatives Geschäft die Talsohle endlich durchschritten hat. Das Management drückt aber weiter kräftig auf die Kostenbremse, was sich auszahlen sollte..

Andrew Mackenzie's pay at BHP has been cut in half

SEP 21, 2016, 12:12 PM

The personal fortune of Andrew Mackenzie, the CEO of BHP Billiton, has suffered along with the rest of the mining industry.
His annual pay for 2016 was cut in half to $US2.24 million ($A2.97 million) as the world’s biggest miner posted record losses and cut dividends by three-quarters in a low commodity price world..



Freitag, 9. September 2016

Junior-Mining: Brent Cook und Joe Mazumdar über das Ressourcen-Desaster bei Orezone Gold

Empfohlener Bericht auf Exploration Insights:

A reality-based methodology for evaluating opportunities in the junior mining sector | August 9, 2016

Exploration Insights by Brent Cook and Joe Mazumdar
www.explorationinsights.com - September 9, 2016

On August 22, Orezone Gold (ORE.V) announced that, as a result of a resource review and update, approximately 30% of the previously estimated oxide gold resource was eliminated from its Bomboré mine plan in Burkina Faso. As a consequence, Orezone’s share price and market capitalization declined by about half..

Linkhttps://www.explorationinsights.com/pebble.asp?relid=167284





Quote:

Orezone Gold nach drastischer Ressourcen-Korrektur im freien Fall

Der Goldprojektentwickler Orezone Gold (V.ORE) vermeldet diese Woche eine wahre Hiobsbotschaft. Die Gold-Ressource auf dem Hauptprojekt Bomboré in Burkina Faso muss drastisch verringert werden, was ebenfalls die kompletten Ergebnisse der Machbarkeitsstudie in Frage stellt..

Mittwoch, 24. August 2016

Orezone Gold nach drastischer Ressourcen-Korrektur im freien Fall

Der Goldprojektentwickler Orezone Gold (V.ORE) vermeldet diese Woche eine wahre Hiobsbotschaft. Die Gold-Ressource auf dem Hauptprojekt Bomboré in Burkina Faso muss drastisch verringert werden, was ebenfalls die kompletten Ergebnisse der Machbarkeitsstudie in Frage stellt..

Orezone Bomboré Project Resource Revision

August 22, 2016

Orezone Gold Corporation (ORE: TSXV) announces that preliminary results from the ongoing Bomboré Project resource estimation, performed by Roscoe Postle Associates (RPA) in Toronto, Ontario, indicates that the tonnage and gold ounces contained in the previous 2013 Bomboré oxidized measured and indicated resource may be reduced by approximately 30% with the resulting tonnage remaining at a similar average grade. The 2013 Bomboré fresh rock (sulphide) resource may also be reduced by a similar amount or less. As a result, the 2013 Resource Update and the 2015 Feasibility Study NI 43-101 Technical Report of the Bomboré Gold Project should no longer be relied upon and are withdrawn by the Company.

Based on the anticipated reduction of the measured and indicated oxidized resource, the Company also expects the oxidized mineral reserves, calculated at a US$1,100 gold price, to be reduced by about 30%. This represents a material change to the initial scope of the project and the Company plans to revise and release the Phase 1 feasibility project economics as soon as possible in order to determine the next stage of development for the project. RPA is expected to deliver the updated 2016 resource statement along with a fulsome comparison to the previous 2013 resource estimate by September 7, 2016..




Dienstag, 2. Februar 2016

Dienstag, 26. Januar 2016

China: Furcht vor Massenentlassungen im Stahlsektor

Die Reaktionen sind im Hinblick auf den massiven Preisverfall keinesfalls verwunderlich. Hierzu ein aktueller Bericht von Bloomberg:

China Steel Plan Seen Spurring 400,000 Job Cuts, Instability

Bloomberg News - January 25, 2016 - 6:45 PM PSTUpdated on January 26, 2016 — 12:05 AM PST

China’s plan to slash crude steel production capacity could eliminate 400,000 jobs and may fuel social instability, according to the state-run metals industry consultancy..

Freitag, 22. Januar 2016

Montag, 18. Januar 2016

Wegen Baisse am Energie-Markt: Industrie-Strompreise fallen auf neues Mehrjahrestief

Die normale Bevölkerung hingegen spürt vom signifikanten Strompreis-Rückgang leider nur wenig..

Quelle: EEX, IWR (www.ivr.de)


Analysten zweifeln Dividenden-Belastbarkeit von BHP Billiton und Rio Tinto an

Wie erwartet gehen mehr und mehr Analysten von einer Dividenden-Kürzung bei den zwei größten Minenkonzernen der Welt aus, die wegen der historischen Rohstoffbaisse massiv unter Druck stehen..

Analysts doubt resilience of BHP Billiton, Rio Tinto dividends

IAN MCGUGAN - MINING REPORTER - The Globe and Mail - Published Sunday, Jan. 17, 2016

Two giants of the global mining industry, already beset by plummeting metal prices, now face a new challenge – preparing their shareholders for sharply lower dividends.

BHP Billiton Ltd. and Rio Tinto PLC have both said in the past that they are committed to the payouts, but most observers doubt that sticking to the dividends is practical in today’s bleak environment for commodity producers.

At their current share prices in London, BHP’s dividend works out to a yield of more than 14 per cent, while Rio’s is equivalent to a payout of nearly 10 per cent.


Those are remarkably high yields for companies with investment-grade credit ratings and reflect the degree to which the share prices of the two miners have faded since the height of the commodity boom. The losses show no signs of letting up: BHP’s stock declined 19 per cent in the first two weeks of this year, while Rio’s is off 17 per cent..

Freitag, 15. Januar 2016

Folge der historischen Rohstoff-Baisse: Minengigant Rio Tinto friert Bezahlungen für 2016 ein

Der zweitgrößte Minenkonzern der Welt sieht kein Ende der Mega-Baisse in 2016 und setzt aggressive Kostensparprogramme fort:

Rio Tinto freezes all pay for 2016 as commodities rout bites

Cecilia Jamasmie | January 14, 2016

Rio Tinto (LON, ASX:RIO), the world’s second largest miner, has put a freeze on salaries for all employees, in a fresh attempt to weather tough market conditions marked by a continuing slump in commodities prices.

Expenses for travel and money spent on temporary workers will also be under the spotlight.

Chief executive Sam Walsh told employees that expenses for travel and money spent on temporary workers will also be under the spotlight.

“Late last year, we saw market prices continue to rapidly fall. What we see ahead is very sobering,” Walsh wrote Tuesday in an e-mail obtained by Australian Mining to all Rio Tinto employees..

Samstag, 9. Januar 2016

Welthandel, Schifffahrt: Baltic Dry Index (BDI) markiert neues Allzeittief

Der historische Kursverfall beim Baltic Dry Index (BDI) geht ungebrochen weiter..

Quelle: stockcharts.com


Quelle: stockcharts.com


Quelle: stockcharts.com

Amerikanische Energiebranche: Aktive Öl-Bohrgeräte fallen auf neues Mehrjahrestief

Der anhaltende Absturz des Ölpreises lässt die aktiven Oil Rigs weiter einbrechen:

Quelle: Baker Hughes, zerohedge.com

Nachwirkungen der Mega-Hausse: Minenausstoß von sämtlichen Rohstoffen auf Rekordniveau, Angebotsflut hält an

Werfen Sie einen Blick auf eine informative, aktuelle Analyse aus dem WSJ:

Quelle: WSJ

Montag, 9. November 2015

Quittung für unprofitable Expansionsgier: Minenkonzerne schreiben weitere 42 Mrd. USD in 12 Monaten ab

Der brutale Bärenmarkt im Rohstoffsektor fordert seine nächsten Tribute:

Miners Foot Bill for Boom-Time Voracity as Writedowns Accelerate

November 9, 2015 — 1:19 AM CET

>> Large mining company writedowns jumped 46% last 12 months
>> Industry accepting that prices will stay lower for longer


A bid by some big mining companies to spread the risk of low commodity prices by expanding and diversifying in recent years has turned into a costly failure..

Linkhttp://www.bloomberg.com/news/articles/2015-11-09/miners-foot-bill-for-boom-time-voracity-as-writedowns-accelerate


Freitag, 9. Oktober 2015

Glencore macht ernst: Massive Drosselung der Minenproduktion, großes Signal für die Minenbranche

Ganz wichtiges und starkes Signal von Glencore (LSE:GLEN). Diese Nachrichten sind der Hauptgrund für die heutige Preisexplosion bei vielen Rohstoffen - allen voran den Basismetallen - und werden signifikante Signalwirkung nach sich ziehen.

Glencore hatte nicht mehr wirklich eine Wahl..

Glencore to reduce mine production by 500,000 tonnes of zinc metal per annum 

Glencore is announcing today a 500,000 tonne reduction of contained zinc metal mine production across its operations in Australia, South America & Kazakhstan. The main reason for the reduction is to preserve the value of Glencore’s reserves in the ground at a time of low zinc and lead prices, which do not correctly value the scarce nature of our resources. 

These changes, which represent around one-third of Glencore’s annual zinc production, will reduce fourth quarter 2015 mine production by approximately 100,000 tonnes of contained zinc metal.

Glencore's operations at Lady Loretta in Australia and Iscaycruz in Peru will be suspended and operations at George Fisher and McArthur River in Australia and various mine operations in Kazakhstan will reduce production levels. Glencore remains positive about the medium and long term outlook for zinc, lead and silver prices. 

This decision will ensure that our zinc operations are sustainable well into the future, providing jobs in the communities where we operate and returns to shareholders. These changes, although temporary, will unfortunately affect employees at our operations. This decision has not been taken lightly. In the coming days we will engage with all employees and put in place support services to assist people who may be affected as a result of these changes..

Linkhttp://glencore.com/assets/Uploads/201510090100-Glencore-to-reduce-mine-production-by-500000-tonnes-of-zinc-metal-per-annum.pdf