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Beleggen in koper

Valuta wisselkoersen, euro dollar wisselkoers, euro pond wisselkoers, goudprijs, goudmarkt, goud kopen, zilverprijs, zilver kopen, forex, etc.
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Re: Beleggen in koper

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(MT Newswires)
-- Western Copper and Gold (WRN.TO and NYSE American: WRN) said on Monday that Rio Tinto Canada will exercise in full its participation right in connection with the company's $40 million share sale announced on April 16.
By fulling exercising its participation right, Rio Tinto will maintain its stake in Western Copper and Gold at approximately 9.7%.

Rio Tinto will buy 2.3 million Western Copper and Gold common shares for $1.90 apiece for a total cost of $4.3 million. If the over-allotment option is exercised in full, Rio Tinto will acquire an additional 340,420 shares for another $646,798.

Rio Tinto's acquisition of the shares is expected to be completed on or about May 6 and is subject to the company receiving approvals from the Toronto Stock Exchange and the NYSE American LLC.




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Re: Beleggen in koper

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koper long :D
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Re: Beleggen in koper

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Aurubis onderuit door forse adviesknip UBS

De opmerkelijkste daler in Europa is Aurubis, de Duitse koperverwerker die vroeger Norddeutsche Affinerie heette en in zijn expansie in ons land de Umicore-spin-off Cumerio en Metallo overgenomen heeft. Het beurshuis UBS verlaagt het advies in één trek van 'kopen' naar 'verkopen', het koersdoel zakt van 84 naar 70 euro.

Resultaat: het aandeel tuimelt 12 procent naar 66,25 euro. 'Ook al zijn we positief over de kopermarkt, toch vrezen we dat door het krappe aanbod van koperconcentraten de verwerkingslonen (TC/RCs in het jargon, red.) onder druk zullen komen te staan', schrijft analist Daniel Major.

Volgens Major is er niet alleen een schaarste aan koperconcentraten door het gesloten kopermijnproject Cobre Panama en lagere productie in bestaande mijnen. In China, Indonesië en India hebben kopersmelters hun capaciteit recent fors uitgebreid. Ergo: veel spelers die vragende partij zijn om een schaars aanbod van concentraten te verwerken.

Bron: Live blog De Tijd
Never underestimate stupidity of man
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Re: Beleggen in koper

Bericht door Shadow »

Shadow schreef: 03 mei 2024 15:58 Aurubis onderuit door forse adviesknip UBS

De opmerkelijkste daler in Europa is Aurubis, de Duitse koperverwerker die vroeger Norddeutsche Affinerie heette en in zijn expansie in ons land de Umicore-spin-off Cumerio en Metallo overgenomen heeft. Het beurshuis UBS verlaagt het advies in één trek van 'kopen' naar 'verkopen', het koersdoel zakt van 84 naar 70 euro.

Resultaat: het aandeel tuimelt 12 procent naar 66,25 euro. 'Ook al zijn we positief over de kopermarkt, toch vrezen we dat door het krappe aanbod van koperconcentraten de verwerkingslonen (TC/RCs in het jargon, red.) onder druk zullen komen te staan', schrijft analist Daniel Major.

Volgens Major is er niet alleen een schaarste aan koperconcentraten door het gesloten kopermijnproject Cobre Panama en lagere productie in bestaande mijnen. In China, Indonesië en India hebben kopersmelters hun capaciteit recent fors uitgebreid. Ergo: veel spelers die vragende partij zijn om een schaars aanbod van concentraten te verwerken.

Bron: Live blog De Tijd
Aurubis confirms outlook for fiscal year 2023/24

Aurubis expects demand for copper products and the metals the company produces to remain high. At the same time, Aurubis anticipates a temporarily strained supply situation for copper concentrates and recycling material. The company is, however, in a position to compensate for this for the most part due to its long-term contracts and strongly diversified supplier and feed material portfolio. The operating EBT forecast of between € 380 and 480 million has been confirmed for the current 2023/24 fiscal year.

Volledig persbericht: https://www.aurubis.com/en/media/press- ... of-2023-24
Never underestimate stupidity of man




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nobody
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Re: Beleggen in koper

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Copper short squeeze in New York is rocking metals markets

A massive dislocation between the prices for copper traded in New York and other commodity exchanges has rocked the global market for the metal and prompted a frantic dash for supplies to ship to the US.

The source of the disruption is a short squeeze that has driven up prices on the Comex exchange in recent days. The premium fetched by New York copper futures above the London Metal Exchange price has rocketed to an unprecedented level of over $1,200 per ton, compared with a typical differential of just a few dollars.

The blowout in that price spread wrong-footed major players from Chinese traders to quantitative hedge funds, some of whom are now scrambling for metal that they can deliver against expiring futures contracts.

The wild swings highlight how commodity markets can spiral rapidly out of control when market participants are no longer able to finance their positions — a situation that becomes more likely amid the low inventory environment and logistical snarls that commodity traders have faced in everything from nickel to cocoa in the past few years.

The volatility on Comex also reflects a surge of interest from speculators after forecasts that long-term copper mine production will struggle to keep pace with demand. While less important than the LME, Comex, which is part of CME Group Inc., is a key playground for investors, some of whom have used the exchange to build up large bullish bets on copper in recent months.

“The broader story is that there are new investment funds that are boosting their exposure to copper for a multitude of reasons, and while that’s a global trend, a huge amount of that investment has been heading to Comex,” said Matthew Heap, a portfolio manager at Orion Resource Partners, the largest metals-focused fund manager.

While copper prices have been rising for months, this week’s spike was specific to the Comex and the most-active futures contract for July delivery. By Wednesday, the July price had soared as much as 10%, touching a record high for that contract, even as the global benchmark contract on the LME traded broadly flat.

The move, according to numerous traders and brokers, was a classic short squeeze. Market participants who had placed bets on the Comex contract moving back into line with prices on the LME and in Shanghai, the other global copper benchmark, were forced to buy those positions back as prices rose, creating a vicious cycle.

The spread of more than $1,000 a ton between Comex and London was “something never seen previously,” said Colin Hamilton, managing director for commodities research at BMO Capital Markets. “There has been a squeeze on short positions into contract expiry, exacerbating the move.”

Hedge funds and other traders had taken the other side of the bullish trades on Comex, betting on narrowing differentials between the contracts in New York, London and Shanghai, or between New York contracts for different delivery dates, often using substantial leverage. With prices on the Shanghai Futures Exchange relatively depressed, some Chinese physical market participants had also sold on the LME and Comex, with plans to export.

The July Comex copper contract soared to a record $5.128 a pound ($11,305 a ton) on Wednesday morning. It also traded at a record premium above the September Comex contract — a situation known in commodities markets as a backwardation, a hallmark of a short squeeze.

The price spike was driven by short covering rather than any overall physical shortage, traders and brokers say, but it has shined a light on relatively tight supplies in the US copper market.

Inventories tracked by the Comex currently total 21,066 short tons, while LME inventories in the US are just 9,250 tons. For comparison, annual US copper demand is almost 2 million tons. Traders say solid demand, and shipping issues at the Panama and Suez canals, have left the market tight. US copper imports year-to-date are down 15%, according to consultancy CRU Group.

“We continuously monitor our markets, which are operating as designed as market participants manage copper risk and uncertainty,” the CME said in a statement.

Short squeezes are nothing new in commodity markets, and they often prompt a mad scramble to find supplies of raw materials that underpin paper contracts.

In 2020, as Covid locked down much of the world, gold traders raced to ship metal to address a similar dislocation between New York and London bullion prices. And in 1988, a short squeeze in aluminum led some traders to load the metal into jumbo jets — a highly unusual and costly mode of transport for industrial raw materials — in order to get it on to the LME as soon as possible.

The current Comex copper squeeze has triggered a similar dash to send copper to the US. Chinese traders have spent the past 24 hours calling around shipping companies to try to secure transit to the US, according to people familiar with the matter.

Traders and miners in South America have also raced to boost their US shipments. Chilean copper-mining giant Codelco is directing all of its available volumes to the market and also negotiating with customers to postpone some sales so that it can maximize deliveries, people close to the situation said. Codelco didn’t immediately respond to a request for comment.

There have been some signs that the squeeze is easing: the July copper contract edged lower on Thursday morning after coming off its highs from Wednesday, while the premium over cash copper on the LME narrowed to $573 a ton — although still a historically elevated level.

There may be further relief ahead, as investors with bullish positions via commodity indexes are set to start rolling their copper positions in early June, providing an opportunity for traders with short positions to defer delivery, potentially easing the backwardation.

Still, it’s not clear if that will be enough to resolve the squeeze ahead of the expiry of the July contract, which goes into delivery at the start of that month. Chinese traders seeking to transport metal to the US have found that shipping schedules are fully booked, with the earliest available shipping slots from Shanghai to New Orleans at the beginning of July, said Gong Ming, analyst with Jinrui Futures Co.

Adding to the predicament of those caught out by the squeeze is the fact that much of the copper inventories outside the US is from brands that aren’t deliverable against Comex futures. For example, more than 80% of the 94,700 tons of copper on the LME at the end of April was produced in Russia, China, Bulgaria or India — countries whose copper isn’t deliverable on Comex.

While substantial inventories have built up in China in recent months, traders estimate that only about 15,000 to 20,000 tons of that could be delivered against Comex futures.

“We do not think the physical arbitrage activity will be sufficient by the July expiry to close the arb on the near month. There is not enough material and not enough time,” said Anant Jatia, chief investment officer at Greenland Investment Management, a hedge fund specializing in commodity arbitrage trading.

“However, physical traders are currently heavily incentivized to move copper into the US and over time the arb market will stabilize.”

https://www.mining.com/web/copper-short ... s-markets/
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Re: Beleggen in koper

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Zijin Mining to produce 50% more copper by 2028

China’s top copper producer Zijin Mining (HKG: 2899) expects to produce 4% more copper in 2025 than previously planned to profit from the metal’s price ongoing rally, driven by anticipated supply shortages.

The state-owned miner’s new goal is to boost copper production to 1.22 million tonnes next year. It also plans to further boost output to between 1.5 and 1.6 million tonnes by 2028, which represents a 50% increase 2023.

Zijin, which is also China’s top gold miner, justified the production forecast revisions to positive market fundamentals and the potential for capacity expansion. It noted it was already working on increasing mine capacity at some of its operations, including the Julong copper project in Tibet.

The company, one of China’s most acquisitive metals groups and its biggest listed miner, intends to expedite the expansion of its Congo and Serbia mines, while also seeking large-scale projects globally.

The company recently said it was planning acquisitions of “ultra-large mines or mining companies with global influence” to boost overall output.

Copper prices are trading near all-time highs as decades-old existing mines have shown it is unlikely they will meet a soaring demand driven by the world’s shift towards green energy.

Supplies have significantly tightened so far this year following the forced shutdown of First Quantum Minerals’ (TSX: FM) Cobre Panama mine and a guidance cut from Anglo American (LON: AAL), which owns three of the top 10 producing copper mines in South America.

https://www.mining.com/zijin-mining-to- ... r-by-2028/
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Re: Beleggen in koper

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The start of Afghanistan's largest copper mining project by China.

SHKamran







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Re: Beleggen in koper

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Re: Beleggen in koper

Bericht door tsuretie »

Wie denkt te beleggen in koper moet toch even Ivanhoe Mines bekijken.
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