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Den værste juni for DOW jones siden 1930.
Har man stadigt skindet på næste, så skal man da være glad.
Nogen af folket, der har forstand på solcelleaktier.
JACO, LDK, CSUN kommer i et af russels globale indekser.
CSUN faldt voldsomt meget i går. faldet fra 15,5 til 9 men mulig? Bund i 7, eller måske er den der allerede.
Jeg har længe ville lege med dem, men hver gang jeg har kigget var de steget med xx% og så ville jeg ikke..
XSNX min bare røv - så køber man sådan en fuskeraktie af en efternøler der aldrig kommer til at producere noget.
XsunX Thin Film Solar Module Manufacturing Facility Update...
Til forandring ligger den i 0,40. Thin film solar cells er i øvrigt ikke så effektive som de felste solceller man kan købe - så hvorfor jeg syntes det var en god ide engang ved jeg ikke.
Selv velux har gang i noget med solceller indbygget i vinduer.
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Drybulk Shipping: Prepare for a New Record High
by: Kristian Rasberg posted on: June 27, 2008 | about stocks: DRYS / DSX / ESEA / EXM / FREE / GDOCF.PK / GNK / NM / OCNF / PRGN / QMAR / SBLK / TBSI Font Size: PrintEmail As reasoned in my previous article, the drybulk fundamentals remain healthy; in the following months, we witnessed a 100% increase in the drybulk rates. After hitting a new record high late in May, with BDI at an amazing 11,793 points, the market was steady for two weeks before dropping heavy in the latter half of June. In just a matter of days the the BDI plunged about 15%, once again terrifying the stock market. Since the end of June the drybulk rates have been increasing after BDI hit a low of 9,139, wich represented a 22.5% drop in only 5 weeks. The January drop was thought by some to be a one-off, but in this highly volatile business nothing but the extraordinary is to be expected. This is drybulk shipping; volatility alert!
What happened this time?
The sudden drop was triggered by capesize vessels released into the Pacific market. This turned the short-term psychology bearish, and the charterers took a rare time-out. Chinese officials had earlier called for import restraints following the rising iron ore stockpiles. The downturn was mainly related to the capesize market, but made a huge impact on the BDI. In the weeks before the correction the capesize rates pushed upwards outperforming the panamax rates, wich was held down by a weaker Atlantic market (farmer strikes in Argentina). At its peak the capesize:panamax ratio was at 2.87 versus a long-term average of 1.99 between the two vessel types. In these situations you will normally see charterers splitting capesize cargoes by chartering two cheaper panamaxes. However the increasing port congestion did not support cargo splits this time. The weaker panamax market proved unable to rise with the capesize rates, and the expanding capesize market was rather easy to push down short-term. At the moment the capesize:panamax ratio is 2.07 indicating that much of the obvious downside risks are less than just a few weeks ago.
It is important to note that this rate drop was related to short-term factors. This kind of volatility must be expected both on the upside and downside, and is a part of the spot market's nature. It is not a sign of any changes in the long-term demand for drybulk cargo. As in the stock market the freight market is influenced by psychology short-term. When the utilization is 99% any minor changes short-term will have a major impact on the spot rates. The long-term time charters were in fact barely changed, opposite to what took place in the spot market both in January and June. The 1 year time charter was above the spot rate at the moment of meltdown, clearly indicating demand for vessels long-term.
Low season near record highs
After entering the traditional low season in May both the spot rates and time charters are near former record highs. As of today this still is the case, especially in the active panamax time-charter market. With the panamax spot average currently at $76,910, charterers are paying $82,000 for panamaxes 1 year with prompt delivery Atlantic and $78,000 in the Pacific market prompt. We are currently experiencing yet another counter-seasonal trend in the drybulk market. This must be ascribed to the increasing tonne-mile demand, rising congestion world wide and the strong demand in general for drybulk cargo. The well-known challenge is however the supply side, with a record high orderbook from late 2009 and early 2010.
The supply of new buildings have proved to be less than expected so far this year. The slippage is already about 25% and delays are from 3 to 6 months even at some established yards. However there are already expectations that a few capesize vessels will be 12 months delayed, as one drybulk shipper reported earlier this year. The increasing yard slippage will presumably continue, and possibly worsen as more pressure is put on subcontractors and inexperienced yards. Of the 15m dwt expected to be delivered in the first half of this year, an estimated 11.5m dwt have actually been delivered. This represents a 2.9% net fleet growth, with only one handysize scrapped. Going into the second half the new-building supply is expected to be around the same level (expected 14.5m dwt). However the numbers are conflicting since most new buildings delayed in the first half will get delivered in the second half. With further slippage in the second-half orderbook there is reason to believe that the fleet growth will be about 6% in 2008. This is in the low end of the consensus from earlier this year, wich showed up to 8% without any slippage.
Towards a new record high in Q4
The growth in iron-ore cargo is estimated to be 7.5% in 2008 and steam coal growing even more at 8.5%. So far the iron-ore trade have exceeded these expectations. The total demand growth will be higher when the tonne-mile demand is taken into account. The tonne-mile increase is hard to predict, but with the changing trade patterns the long-term trend is upward. Second half of 2007 showed a tonne-mile increase of 11%, and this trend have continued into 2008 with iron ore and coal shipped over longer distances. On the top of this the port congestion is expected to stay above 10% this year. Considering the fleet growth at 6%, slippage included, there seems to be an upside in the rates. The high season begins in the latter half of Q3 and will presumably reach its high in Q4. This positive outlook is already reflected in some degree in the freight-future market, where both capesize Q3 and Q4 is traded above the current spot rate. Q3 will prove to be good and I expect the rates to set a new record high in Q4.
Disclosure: Long in drybulk stocks at the time of writing (June 26, 2008). No investments should be done based on this article, remember to do your own research.
What is the Real Cost of Fossil Fuels?
By Peter Lynch
Exclusively for InvestorIdeas.com
June 13, 2008
http://www.renewableenergystocks.com/PL/news/061308a.asp
In my opinion, “Energy” is the number one problem facing the U.S and the world as we move forward into the 21st century. In fact, I think that it may be the greatest problem that mankind has ever faced. All the other “problems” we hear about on the evening news – health care, social security, housing crisis, credit crunch etc. are ALL “small change” compared to the looming worldwide energy crisis. The problem facing us is so large that I am really beginning to believe that people, as well as, governments are simply in mass denial and refuse to believe the magnitude of the approaching problem. Keep in mind that reasonably priced, available energy is what gave birth to our mighty industrial revolution and is what separates the U.S. and the rest of the developed world from becoming third world countries.
This is a problem that CANNOT be ignored and must be addressed rapidly, with a detailed long term plan that MUST be based upon a comprehensive accurate evaluation and assessment. There is still time to move forward, but time is running out and we have to stop with the politics as usual and start to focus on what we ALL need to do for the common good.
What is the price you pay to purchase a gallon of gasoline for your car? Depending on what part of the country you live in, it is probably between $4.00 and $4.50 per gallon.
But what is the “real cost” of that gasoline? Does it count ALL of the direct AND indirect costs to the consumer, society and the nation of our continued and insane dependence on fossil fuels?
I think not.
Everyone knows the posted price, but very few realize or stop to think about the true costs. There are a number of “hidden” costs that most of us do not realize. It may not be obvious but we are quietly paying these additional costs every day. These additional indirect costs actually make the “real” cost of the gasoline and all other fossil fuel related items many times higher than it seems at first glance.
Unfortunately our government does not utilize all of the necessary cost components in order to arrive at an accurate “true cost” number. As a result, they are using a faulty equation, which, of course, will result, EVERY SINGLE TIME, in an incorrect answer and subsequently a fault ridden policy that is based upon error after error.
“Socialism collapsed because it did not allow prices to tell the economic truth. Capitalism may collapse because it does not allow prices to tell the ecological truth.”
Oystein Dahle, retired VP of Esso Norway
The Hidden Costs of Dependence on Fossil Fuels
Some of these costs and associated penalties:
Health Related Costs
Air Pollution
Water and Land Pollution
Thermal Pollution
Macro Economic Costs
National Security
Global Warming
Health Related Costs
As we all know, the costs of adequate (not excellent) health care are rising every year. In fact, it is the single largest and fastest growing item in state and city budgets across the country. These costs are out of control and are rapidly becoming a major fiscal problem. I am totally convinced that a significant part of this is due to the food we eat, the air we breathe and the water we drink. The widespread and growing use of fossil fuel based fertilizers, engine and power plant emissions and fuel related water pollution all makes its way to humans through what they eat, drink or breathe.
Your penalty: Higher state and local taxes, increased pollution clean up costs and higher medical costs for you and your family.
Air Pollution
I don’t know about you, but when I was a kid growing up I never saw an inhaler (used for asthma and other respiratory problems in children and some adults) until I went to college. Now, I see 25% to 50% of the kids in my daughter’s high school with inhalers. Asthma cases have increased 160% over the past 15 years and over 5 million children in the U.S. now suffer from asthma.
On some days have you ever heard the weatherman mention that it is “unsafe” to breathe the outside air? Or that air quality is “unacceptable”? So what is the recommended course of action given this forecast, NOT breathe?
What could it be? What could be the cause of this huge increase in respiratory problems?
Well, to put it bluntly, it is the air we breathe. What else could it be? Are you aware that a person living in a city downwind from a coal plant has a 16 percent greater chance of dying from lung cancer? You may not be able to see it, but the problem is there, in the air we breathe.
Fossil fuel use produces huge amounts and different types of particulates, including dust, soot, smoke and other very fine suspended matter, much of which is not visible. These respiratory irritants may not seriously affect a fully developed mature adult; however, they do have serious and lasting effects on children and their developing respiratory and immune systems.
Your penalty: Higher healthcare costs, sick kids and higher taxes.
Water and Land Pollution
Oil spills cause massive water pollution problems along our coasts and rivers. Fossil fuel based fertilizers are washed into the ground water and cause numerous health problems. Coal mining, especially strip mining, destroys the landscape and the acid in coal causes huge water waste and pollution when the coal is washed in preparation for transportation and processing.
Your Penalty: Destruction of land, killing of aquatic life, increased water pollution cleanup costs, potential poisoning of local drinking water and higher local taxes.
Thermal Pollution
When fossil fuels are burned to produce electricity it also produces heat energy. Because much of the current processes are inefficient, much of the excess heat is released into the atmosphere or into nearby water sources. This increased heating of water, once returned to rivers or lakes can dramatically upset the aquatic ecosystem by raising the average temperature and adversely affecting fish and plant life. For example, an average nuclear plant heats the output water over 15 degrees higher than the incoming cooling water. At the Indian Point Nuclear plant on the Hudson River in New York this has resulted in the killing of BILLIONS of fish over the years.
Your penalty: “Dead” lakes devoid of aquatic life, increased clean up costs, higher local taxes and destruction of our recreation areas.
Macro Economic Costs
Every recession in recent history has been immediately preceded by an oil or natural gas price run up. These “oil shocks” result in the loss of hundreds of billions of dollars for our economy and the economies around the world. These problems can be politically driven or supply driven, but in either case it is the result of our excessive dependence on a non-renewable source of energy.
This repeated volatility of oil prices is a major “hidden” cost and a very significant risk factor for the stability of the world’s economies. Currently the U.S. is spending approximately $1.75 BILLION PER DAY on imported oil this is a huge drain on our economy, adds to our budget deficit and severely impacts the confidence levels of consumers everywhere.
Your Penalty: Economic downturn, increasing national deficits, lower stock market, loss of jobs, higher taxes
Nation Security
In these times of increasing political volatility it makes absolutely ZERO sense to have our county held hostage to the unstable oil countries in the Middle East and their constant turmoil.
The annual cost to the American taxpayer of keeping our military forces protecting our oil supply runs in the tens of billions of dollars, if not hundreds of billions. This is NEVER reflected in any “cost” of using fossil fuels, but it is coming out of YOUR tax dollars. This situation will only get worse as the rest of the world advances economically and needs more oil.
It is totally unrealistic (actually insane) to think that the hundreds of millions of people in India and China who are rapidly approaching middle case status will voluntarily decide that they do not want a new car, a new home and the higher energy use that comes with rising affluence. If you believe that, I have a bridge for you in New York, about 100 years old, but I can get it for you REAL CHEAP with an all cash transaction.
Over the past 35 years every single American President has promised to reduce our dependence on foreign oil imports. What have the results of these “efforts” been to date? The amount of oil we import has NOT gone down at all, in fact, it has doubled as a percentage of the oil we use this is a truly miserable track record and a growing nightmare for national security. Currently we now import 2 out of every 3 barrels of oil……….this is a very serious national security problem.
Your penalty: Higher taxes, a significant decrease in national security, military causalities and less money devoted to domestic non-military uses in this country, such as: highways, urban infrastructure, education and health care and a dramatic increase in the probability of worldwide “resource wars”, such as the current one in Iraq.
Global Warming
Last but certainly NOT least is the scientifically proven fact that the burning of fossil fuels causes global warming. So, in effect, even if we had unlimited and secure fossil fuels (which we don’t) we could not continue to burn them at the current rate of use. The planet we all live on cannot support the current level of fossil fuel use, let alone any increased use. We must turn to renewable energy sources and build future economies upon sources that create opportunities and not sources that destroy our land, our drinking water, our planet and the future of our children.
Your penalty: Worst case, worldwide climate change, economic chaos, mass starvation and the end of our way of life, as we know it now. These are very serious penalties and every American should be acutely aware of this situation.
We have to wake up and realize that we need to turn to renewable sources of energy now. Not in one year, not in 5 years, not in 10 years and not when it clearly “profitable”, whatever that means. Since when is it “profitable” or “cost effective” to destroy the ONLY planet upon which we live?
We cannot afford to wait for a “crisis” to happen, we have to plan ahead and be aggressive and preemptive. There is time to address this problem; there is no time to hide from the problem. These problems will NOT go away, they will only get worse.
"There are risks and costs to a program of action. But they are far less than the long-range risks and costs of comfortable inaction." - John F. Kennedy
We cannot keep depleting the planets natural “capital”. It is, by its very definition - not replaceable or renewable.
We have to muster the political will and change the tax codes to reflect the “real” cost of all alternatives. If our elected officials remain “unconscious” to the growing problem, then they will have to be removed and new leaders, public servants NOT politicians, be elected who are intelligent and conscious and have the energy problem as their PRIMARY FOCUS and are willing to create a plan to address it NOW.
When you look at ALL THE NUMBERS it is abundantly clear that we have to accelerate the sustainable path and we have to do it now. At that point people will clearly see and finally realize that renewable resources are by far the cheapest “real total cost” alternative and also the best for them, the planet and future generations.
“Human history becomes more and more a race between education and catastrophe” H.G. Wells, The Outline of History
In Conclusion
We can lower our healthcare costs, reduce our air, water and thermal pollution, develop a more stable economy, create an enormous number of U.S. based jobs and become a far more secure nation if we just begin this inevitable process of evolution toward renewable energy sources - solar, wind, biomass, ocean power, energy efficiency and conservation.
We need to educate the American people about the real truth of the current situation and then apply, what has always been America’s greatest “assets” - technical ingenuity, creative innovation and our “can do” attitude.
Now you can see what the “real costs” of our addiction to fossil fuels are. We need to be preemptive and undertake this NOW, before we find ourselves in the midst of a worst-case scenario.
J. Peter Lynch has worked, for 31 years as a Wall Street analyst, an independent equity analyst and private investor, and a merchant banker in small emerging technology companies. He has been actively involved in following developments in the renewable energy sector since 1977and is regarded as an expert in this area. He is currently a financial and technology consultant to a number of companies. He can be reached via e-mail at Solarjpl@aol.com.
Måske der er nogen der vil lege med heavy fuel igen.
http://finance.yahoo.com/q/pr?s=RTK
Jeg faldt over en sjov chartside som jeg faktisk synes er god.
Den kombinerer fundamental og grafisk analyse.
Jeg synes faktisk den er god.
http://www.istockanalyst.com/fundamental/fundamental.aspx?stksymbol=CSIQ
Prøv at klikke på competetor og gå ned i bunden af siden.
Det kræver vist lidt tilvænning af læse de figurer, men..det er da meget sjovt.
- Det eneste jeg ikke kan finde er en figur der viser hvordan det kommer til at gå de næste 6 måneder med de aktier. Bagspejlet er så taknemmeligt.
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Dejlig da idag. Anne Linnet må have været på besøg.
Jeg gik ind til byen for at kigge efter dig,
pluds'lig stod du der i mængden, og smilede til mig.
Ja, alle folk ka' se det straks, du er så smuk og dejlig,
dine øjne skinner, du må hel're passe på,
Ja, pas på at ilden i mig ikke bliver tændt,
vi ku' begge to meget let blive forbrændt.
Men det er ikke let, for du er så smuk og dejlig,
dine øjne skinner, ta' og kig den anden vej,
Du er lidt forvirret siger du og ler,
smiler lidt vemodigt når du spør' mig: hva' er det der sker?
Men jeg ved det heller ikke, du er så smuk og dejlig,
dine øjne skinner stærkere end nogen sol.
Nej, det er ikke let for du er så smuk og dejligt,
dine øjne skinner stærkere end nogen sol.
Du er lidt forvirret siger du og ler,
smiler lidt vemodigt når du spør' mig: hva' er det der sker?
Men jeg ved det heller ikke for du er så smuk og dejlig,
dine øjne skinner stærkere end nogen sol (sol, sol jaaa)
Det er ikke let for du er så smuk og dejlig (det er ikke let, det er ikke let)
dine øjne skinner stærkere end nogen sol, (det er ikke let)
nej, det er ikke let for du er så smuk og dejlig, (du er så smuk og dejlig)
dine øjne skinner stærkere end nogen sol, (sol, sol heeey)
nej, det er ikke let for du er så smuk og dejlig, (det er ikke let, det er ikke let)
dine øjne skinner stærkere end nogen sol, (sol, sol)
nej, det er ikke let for du er så smuk og dejlig, (du er så smuk og dejlig)...
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Det er da godt at leader stiger på de høje gaspriser ellers var jeg da helt på spanden.
Jeg har jo længe ment at gasproducerende og gasboreselskaber er inverst correleret med gasprisen, men der tog jeg nok fejl.
De bruger ret meget windowsdressing.
Faber...jeg har lige snakket med ham
TAIWAN to outperform...+japan...+US.
Commodities to correct. Det er håbløst at udpege en top. - Måske han kan?
Det var en skidt dag i en efterhånden for land stribe.
De er åndsvage de amerikanere...hører bloomberg. Det er ved at gå op for dem at de ikke har en skid at skulle have sagt over olieprisen.
For hver amerikaner, der stiger ud af bilen er der 10 "kinesere" der stiger ind.
Ohh those europeans pay 4 dollars per gallon and have done this for years..but they live in such small countries....De har fortjent at få guleroden presset rigtigt langt op.
170 dollars for en tønde olie?
gasoline 5$ gallon inden ...det er kanon.
a hva? den ligger og fiser op og ned imellem 7-8.
Der er vist nogle andre der falder lidt mere.
Sidder og kigger på en hemlig en jeg håber falder yderligere 15-18%.
GM Drops 10%. Ford below 5 - chrystler will die?
GM og Ford should go Chapter 11 and restructure.
Hold kæft alle de spændende billige aktier.
Ikke lige auto....altså, men jeg har jo ford, så måske jeg skulle doble den.
DRYS 84.
Is Anything Worth Owning in the Auto Industry?
by: Chris Krasowski posted on: June 26, 2008 | about stocks: DAI / F / GM / HMC / TM Font Size: PrintEmail In short, with high Oil prices and report after report from the big automakers cutting production, the answer's a resounding No! There's simply nothing compelling out there valuation wise in the Automotive space.
Ford (F)? Virtually slashing it's popular truck line in half with delays and production cuts, and the only car worth talking about, besides police departments contracts, is the Mustang which now has been stagnant for almost half a decade.
General Motors (GM)? $40Billion in the hole and counting... Not to mention probably the ugliest set of cars in America next to Chevrolet. Truly incredibly uninspiring automotive design.
Toyota (TM)? Actually the only compelling value out there with a P/E of 9. However, whispers of US sales expectation management are seeping through the proverbial cracks, which will put some serious pressure on upcoming earnings reports. The company has the clout of being the "leader" in the Hybrid segment going for it but could the Prius possibly look any worse, and if the respectable Jeremy Clarkson of Top Gear is to be believed, in a race the Prius provided worse fuel economy than a BMW M3! (*Obviously the car was not run under normal conditions*)
Toyota at levels below $100 is one to put on the watch list, however times will continue to be rocky in the automotive segment as a whole until oil speculation subsides and consumers instill in themselves a renewed confidence to go driving again.
Of the companies traded in the US, the only one continuing to do reasonably well is Honda (HMC). Is it a big secret that it is up 4% Year to Date while others are off significantly? F (-20%) GM (-40%), DAI (-30%), TM (-10%).
Honda's secret sauce? Fuel efficient well engineered cars, that have very good engines, are impressively reliable and most importantly, don't make you loathe getting into them every single morning. It isn't hard to understand that successes like Accord and Civic, year after year show up on best lists and best seller lists. The Acura luxury line continues to produce winners as well, but a watchful eye on the headlines is a necessity in this sector.
With Toyota starting to whisper statements that US sales targets will be "tough to meet" it doesn't require multiple graduate degrees to surmise Honda may be in for some dry spells to come. While at this stage Honda is a Hold in this book, closer to $30/share is an attractive entry point for an innovative car company, that yet sees almost none of the corporate stumbling blocks faced by its US peers and has a big enough worldwide presence to funnel out good small cars all over Europe and Japan.
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
- Bought Lundin mining 6.47 noted on nyse. LMC.
Trading position - if 8-9 is reached in a few weeks probably some profit will be taken.
P/E is about 5. The stock is at 52 week low, but has bottomed here in both march and april this year, so odds are...??...it will probably do it again.
http://finance.yahoo.com/q/ae?s=LMC
Congrats on BQI.
Looking for AMD - pick up again..??..sold 2/3 of initial position bough at 5.5-6.5 at 7.5 two weeks ago. Trading this market, not much else is working. Buy and hold is a losing strategy for 1 year now.
Ford below 5...
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Når de nu øger iron ore priserne så meget fra det australske og brasilianske markede - så burde:
Det øge interessen for mineraler fra f.eks afrika - jeg har kigget på projekter fra mauretanien og der må være meget mere at komme efter.
..udbudet vil under alle omstændigheder nok blive mere diversificeret og gerografisk mere spredt...nok lidt samme historie som med olieprisen - flere nye kilder og mere brug for tankere selvom udbudsmængden ikke stiger så meget...så skal de tøffe mere rundt..
Bare nogle tanker.
Europa falder ad helvede til igen.
Jeg kan ikke lige gennemskue hvorfor.
Fandt endnu et par agro funds -
moo dba
Jeg har set det komme lige siden 2003, så det er uhyggeligt hvor lidt jeg egentligt har tjent på de fødevarer.
Det er min måde at se på charts der er for syg, tror jeg. Bryder mig ikke om charts der er steget med 30-50% på nogle måneder og så kigger jeg bare væk.
Nu er jeg begyndt at smide det ind i en fokus fokus...liste.
Områder jeg tror langsigtet på, - kun 1 liste. Så bevarer jeg forhåbentligt overblikket og kan vente på at...der kommer de sædvanlige korrektioner. Det har jeg gjort med bulkshipping i denne omgang. Fødevareaktierne tygger sig højerer og højere, så dem vil jeg ikke købe lige nu.
Fall in banks drags down European sharesOpera Software targets 48 pct growth in 2008
19 Jun 2008
Stock futures point to lower open on Wall Street | Video
Shares slip as euro firms after Fed | Video
Oil steadies after drop on stock build
More Business & Investing News... Featured Broker sponsored link
$0 stock trades. 10 free per month.LONDON, June 26 (Reuters) - European shares shed 1.5 percent in mid-morning trade on Thursday as an early sell-off in bank stocks gathered pace, led by sharp declines in Dutch-Belgian group Fortis (FOR.AS: Quote, Profile, Research, Stock Buzz) (FOR.BR: Quote, Profile, Research, Stock Buzz) which unveiled plans to shore up its finances.
Banks were already on the backfoot this session after a downgrade to U.S. brokerages by Goldman Sachs, which forecast more writedowns.
Among European banks, Fortis was the biggest percentage decliner, falling by more than 10 percent, putting it on track for its second-largest daily fall this year.
By 0929 GMT the FTSEurofirst 300 index of top European shares was down 1.5 percent at 1,209.78 points. Banks stripped off a net 5 points off the index, compared with a drop of 3.5 points at 0900 GMT.
(Reporting by Amanda Cooper)
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Boliden er nede i 50 igen.
Heller ikke nogen anbefaling.
Det kan da godt være at mineraler har haft deres fremgang - og "europa" er i resession og dommedag er nær.
Jeg prøver bare på at sovse mine lister igennem og så finde de bedste områder og emner til en "fokusliste" hvor jeg så i øjeblikket trader lidt på nogen jeg kender rimeligt godt.
Prøver at finde nye ideer..og "lister".
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Ptrolia http://finance.yahoo.com/q/ta?s=PDR.OL&t=2y&l=on&z=m&q=l&p=m50,m200&a=&c=
Jeg solgte den bare sidste efterår.
Jo mange at dem jeg har smidt på watchlister er droppet som sten. De financials er kolapset fuldstændigt. Har etrade og lidt fmd.
Hvis du har nogle gode anbefalinger, så hører jeg dem da gerne.
Jeg har ikke ret meget forstand på aktier.
Kikker på AAPL og RIMM som sikkert er fine bare de falder noget tilbage fra nuværende niuveau. Markedet flipper jo nok på rimm imorgen og de finder en anden undskyldning for aapl.
Jeg bryder mig ikke om de små olieaktier. Har værer for uheldig med de canadiske og de helt store vil jeg ikke købe nu. Den gyldne mellemvej er nok den rigtige. Du har jo stor forstand på norske olieaktier, så det kunne være rart at høre hvilke jeg skulle købe der.
Hvad med hyduke, den sted da i det mindste fra 1,5 til 4 efter jeg nævnte den - i 1 igen http://finance.google.com/finance?q=TSE:HYD
Kigger på Golden Ocean som jo er bulk igen - bøjer mig i støvet over mine fejltagelser i den sektor. Der sker i hvertfald meget og de har nok ikke nok fragtkapacitet før om...jeg ved jo ikke noget. Fin dividende på 10% - har nok bulk nu men den kunne være fin en anden gang - god beta - god dividende - jeg har ESEA og NM som faktisk er kedelige sammenlignet med den.
DRYS sluttede i 82.
http://www.stockta.com/cgi-bin/analysis.pl?symb=DRYS&num1=9&cobrand=&mode=stock
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
AMD KLIC ETFC NM DRYS GKX.V
Dem jeg fokusere på for det er ikke et godt markede.
Tjent omtrent 15.000 dollars på dem de sidste 3 måneder.
Trader lidt ind og ud.
Absolut ikke imponerende, men droppe som sten er ikke et dækkende udtryk.
Mange andre jeg har smidt på watchlister falder rigtigt nok som sten, men jeg køber ikke nogen i dette markede som jeg ikke har en god fornemmelse for og som jeg følger meget.
Jeg har nogle fine procentvis tab på en del små poster.
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
De er bearish allesammen - de kloge hoveder på bloomberg.
Kunne da godt være man skulle sovse de oilshale igennem, men hvor man gange har jeg snart ikke tabt penge på olieaktier..."der var en kæmpe god ide".
RIM profit jumps, outlook underwhelms; stock drops
Wednesday June 25, 5:05 pm ET
By Wojtek Dabrowski
TORONTO (Reuters) - Research In Motion (Toronto:RIM.TO - News; NasdaqGS:RIMM - News) reported a higher first-quarter profit on Wednesday as it continued to sign up subscribers for its BlackBerry smartphones at a rapid clip, but its shares dropped 8 percent in late trading as the results and outlook fell short of analyst expectations.
RIM said it earned $482.5 million, or 84 cents a share, in the three months ended May 31. That was up from a profit of $223.2 million, or 39 cents a share, a year earlier.
The company said that revenue surged to $2.24 billion -- up 107 percent from a year earlier -- and that it added 2.3 million subscribers, or about 100,000 more than it expected.
But while the per-share profit came within the outlook the company gave in April, it missed analyst expectations by 1 cent, according to Reuters Knowledge.
RIM's shares, which had risen roughly 20 percent since early April, dropped sharply in after-hours electronic trading, shedding $11.24, or 7.9 percent, to $131.10 from their regular-session close of $142.34 on Nasdaq.
The results were a departure from the Waterloo, Ontario-based company's recent quarters, when it comfortably beat analyst forecasts.
"The numbers in fact look perfectly fine in every respect except one," said Duncan Stewart, president of Duncan Stewart Asset Management in Toronto. "It appears as if they are forecasting earnings for the next quarter to be slightly lower than the consensus estimates. Every other metric is better."
For the second quarter, RIM said it expects sales of between $2.55 billion and $2.65 billion and earnings of between 84 and 89 cents a share. It also said it expects to add about 2.6 million new subscribers.
"The disappointment is on the guidance side and hence the reason for the (stock) selloff," said Research Capital analyst Nick Agostino.
The company is betting that new product launches, such as its recently announced BlackBerry Bold will help it grow for the balance of the year and beyond, despite a slowdown in the U.S. economy.
RIM's mainstay base of business users has been expanding, but the company is also pushing strongly into the broader retail market in a bid to diversify.
It has kept large corporate and government clients interested with top-end handsets like the Bold, while at the same time offering a large lineup of multimedia features for consumers with its Pearl and Curve smartphones.
On the Toronto Stock Exchange, RIM shares closed up C$2.22, at C$144.00.
($1=$1.01 Canadian)
(Additional reporting by Frank Pingue; editing by Rob Wilson)
Hvorfor har I ikke købt PDO.
Jeg har den i det mindste på listen.
Darvas har købt for nogen tid siden.
Agro indexfond
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Deutsche Bank Liquid Commodity index - Optimum Yield Agriculture. The fund is a senior unsecured obligation that allows investors to take a leveraged view on the performance of the agriculture sector. The index is composed of roughly equal percentages of corn, wheat, soybean, and sugar futures contracts.
http://finance.yahoo.com/q/pr?s=DAG
Hvad for nogen aktier?
Jeg er nået ned i 8 centimeters dybder. Oliesandsklumperne bliver større og større. Nu er det 10 kilos tunge stykker der vælter op. Hvordan de kan sprøjte mig i hovedet og overhovedet komme op forstår jeg intet af. Hullet i borehovedet er jo kun 1 mm i diameter.
Du må gerne købe en anpart. Jeg kan sende et billede af forsøgsanlægget.
LCA-Vision Provides Business Update and Market Review
Wednesday June 25, 7:00 am ET
CINCINNATI, June 25 /PRNewswire-FirstCall/ -- LCA-Vision Inc. (Nasdaq: LCAV - News), a leading provider of laser vision correction services under the LasikPlus® brand, is providing an update on the company's business and a review of market conditions for the company's services.
"Macro-economic conditions continue to negatively impact consumer confidence and discretionary spending, leading to continued softness in LasikPlus® appointments by prospective patients and disappointing show rates," said Steven C. Straus, Chief Executive Officer of LCA-Vision. "We also believe that media coverage leading up to and following the April 25, 2008 Food and Drug Administration Ophthalmic Devices Panel negatively impacted our business in May and June. Our total procedure volume for the second quarter of 2008 is expected to be down approximately 40% compared with the second quarter of 2007.
"On the positive side, IntraLase® is available in 73 of our 76 LasikPlus® vision centers and month-to-date is being utilized in about 69% of our procedures, up from 55% in March," Mr. Straus said. "We continue to expand our market presence, and have plans to open our 77th and 78th LasikPlus® vision centers during the third quarter, which will bring our 2008 new center openings to six. We also plan to relocate three or four older locations by the end of this year. We are committed to success at each LasikPlus® vision center and have no plans at this time to close any facility.
"Our management team has been working collaboratively with constituents throughout the company and our external business partners to make the best decisions in each market, and we are implementing initiatives at the center level to optimize our performance," said Mr. Straus. "Some of these initiatives include:
-- Implementing simplified market-specific pricing for the first time based on testing conducted over the past four months in multiple LasikPlus® markets.
-- Completing our well-received employee sales and conversion effectiveness training at all LasikPlus® vision centers by the end of this month.
-- Modifying our center-level incentive compensation plans to further align our center-level teams with our growth objectives.
-- Taking measures to manage our expense structure, including more closely aligning our staffing with expected procedure volume and our national and local media spend with the current consumer sentiment.
"We remain committed to our strategic and operating plans, which are built upon positive patient experiences, quality clinical outcomes, advanced technology, thoughtful expansion, and prudent revenue and expense management," added Mr. Straus.
According to Anthony Woods, LCA-Vision's Chairman, "The LCA-Vision Board of Directors strongly supports the executive management team in affirming the strategic direction of the company. We are committed to our business model and our strategy. Consumers are confronted with record-high gasoline prices, increasing food costs and declining home values in the face of a softening economy and growing job uncertainty. Many Americans are reining in their expenses, and are deferring or eliminating purchases that just one year ago they viewed differently. In this environment, there is no quick fix to restoring growth in procedure volume, but rather, we will focus on proven strategies, while we prudently explore new opportunities to maximize effectiveness throughout our organization. As Steve mentioned, we are taking a more grassroots approach to operations, with the knowledge that all healthcare is delivered locally, and that success will be achieved on a market-by-market basis in partnership with our LasikPlus® surgeons and vision center teams."
Forward-Looking Statements
This news release contains forward-looking statements based on current expectations, forecasts and assumptions of LCA-Vision that are subject to risks and uncertainties. These forward-looking statements in this release are based on information available to us as of the date hereof. Actual results could differ materially from those stated or implied in our forward-looking statements due to risks and uncertainties associated with our business, including, without limitation, those concerning economic, political and sociological conditions; the acceptance rate of new technology, and our ability to successfully implement new technology on a national basis; market acceptance of our services; the successful execution of marketing strategies to cost effectively drive patients to our vision centers, which recent results would indicate are no longer as effective as they have been in prior periods; competition in the laser vision correction industry; an inability to attract new patients; the possibility of long-term side effects and adverse publicity regarding laser vision correction; operational and management instability; legal or regulatory action against us or others in the laser vision correction industry; our ability to successfully open new vision centers, including our ability to reach profitability targets for new vision centers within a specified time period; the relatively high fixed cost structure of our business; the continued availability of non-recourse third-party financing for our patients on terms similar to what we have paid historically; and the future value of revenues financed by us and our ability to collect on such financings which will depend on a number of factors, including the consumer credit environment and our ability to manage credit risk related to consumer debt, bankruptcies and other credit trends. In addition, the FDA's advisory board on ophthalmic devices is currently reviewing concerns about post-Lasik quality of life matters and the advisory board may propose a major new study on Lasik outcomes. The outcome of this review could potentially impact negatively the acceptance of Lasik. For a further discussion of the factors that may cause actual results to differ materially from current expectations, please review our filings with the Securities and Exchange Commission, including but not limited to our reports on Forms 10-K, 10-Q and 8-K. Except to the extent required under the federal securities laws and the rules and regulations promulgated by the Securities and Exchange Commission, we assume no obligation to update the information included in this news release, whether as a result of new information, future events or circumstances, or otherwise.
About LCA-Vision Inc./LasikPlus®
Hmmmm...BDI indekset ser typisk ud til at bunde i slutningen af juni og starte med at stige herfra..til vinterhalvåret.
Det er sket i årene 2003/2004/2005/2006/2007.
Der må være et system et eller andet sted, men jeg kan ikke lige se det.. Skal jeg så købe nu? eller hva? eller får subprime krisen kul og og iron ore forbruget til at falde.
Golden Ocea stiger med 4.35% i Oslo.
AMD Delivers World's First TeraFLOPS Graphics Chip
Wednesday June 25, 12:09 am ET
ATI Radeon(TM) HD 4800 series represents a new milestone in graphics architecture, with 800 cores driving cinema-quality realism in all aspects of visual computing
SUNNYVALE, Calif.--(BUSINESS WIRE)--AMD (NYSE:AMD - News) today achieved two world firsts in visual computing: the launch of the first teraFLOPS graphics card, the ATI Radeon™ HD 4850, and the launch of the first graphics card featuring ultra high bandwidth GDDR5 memory, the ATI Radeon HD 4870. These two innovations combine with trademark AMD energy-efficient design and powerful DirectX® 10.1 compatibility to deliver superior performance at the high-volume mainstream and performance price points. Both the ATI Radeon HD 4850 and ATI Radeon HD 4870 are immediately available.
Source: AMD
· View Multimedia Gallery
“The ATI Radeon 4800 series represents a 2X performance jump over the ATI Radeon™ HD 3800 GPU, the biggest generational increase since the game-changing launch of the Radeon™ 9700 in 2002,” said Rick Bergman, senior vice president and general manager, Graphics Products Group, AMD. “AMD made a strategic decision to focus on GPU designs that maximized our efficiency and allowed us to provide enthusiasts, performance and mainstream users with the most compelling value proposition at every price point. The ATI Radeon 4800 series sets a new industry standard in key metrics such as performance-per-watt, performance-per-mm2 of chip die size, and performance-per-dollar.”
AMD customers expressed excitement with the introduction of the ATI Radeon HD 4800 series.
“The new ATI Radeon HD 4800 series cards have really impressed us in a lot of areas,” said Kelt Reeves, president of Falcon Northwest. “In performance, the ATI Radeon HD 4850 and ATI Radeon HD 4870 just blew past competing cards at their respective price levels. Each draws less power and produces less fan noise for this level of performance as well. To cap it off, the driver support is solid. The ATI Radeon HD 4800 series represents a huge leap forward for AMD.”
“It is remarkable that we are now able to build high performance gaming PCs with over one teraFLOPS of compute power inside,” said Patrick Cooper, director of Product Planning, Alienware. “With that kind of performance and the addition of visual enhancements made possible by DirectX 10.1 and tessellation, gamers can now achieve cinema-quality realism. It’s an incredible step forward in gaming and Alienware is looking forward to introducing the ATI Radeon HD 4800 series in the near future.”
ATI Radeon HD 4870 introduces GDDR5 performance, pushes 1.2 teraFLOPS
The ATI Radeon HD 4870, available immediately with a suggested retail price of USD$299, represents an unprecedented 1.2 teraFLOPS of visual compute power. It features a stock GPU core clock speed of 750 MHz, 512 MB of GDDR5 memory rated at 3.6 gigabits/second, and comes in a dual-slot PCI Express 2.0 configuration with a maximum board power of 160 watts.
ATI Radeon HD 4850: one teraFLOPS of visual compute power
The ATI Radeon HD 4850, immediately available with a suggested retail price of USD$199, received an enthusiastic welcome from global graphics reviewers. The ATI Radeon HD 4850 is the world’s first teraFLOPS graphics chip, with 800 stream processing cores (identical to the ATI Radeon HD 4870), a stock GPU core clock speed of 625 MHz, 512 MB of GDDR3 memory rated at 2 gigabits/second, and comes in a single-slot PCI Express 2.0 configuration with a maximum board power of 110 watts.
Industry excitement for the ATI Radeon HD 4800 series is evidenced in one dozen AIB (Add-In-Board) companies offering custom designs of the products, a record number for AMD. Building high-performance versions of the ATI Radeon HD 4800 series are VisionTek, ASUS, PowerColor, MSI, GIGABYTE, GECUBE, Force3D, SAPPHIRE Technology, Diamond Multimedia, Club 3D, HIS (Hightech Information Systems) and Palit Multimedia.
Systems integrators launching ATI Radeon HD 4800 series include ABS, Alienware, AMAX, Canada Computers, CyberPower, Extreme PC Corporation, Falcon-Northwest, iBUYPOWER, Maingear, Systemax, Ultra Gaming and Velocity Micro.
Early Reviews for the ATI Radeon HD 4850:
Excerpts from Anandtech:
* "…the Radeon HD 4850 looks to be the best buy at $199..."
* "All of AMD's Radeon HD graphics cards have shipped with their own audio codec, but the Radeon HD 4800 series of cards finally adds support for 8-channel LPCM output over HDMI. This is a huge deal for HTPC enthusiasts because now you can output 8-channel audio over HDMI in a motherboard agnostic solution."
Excerpts from ExtremeTech:
* “ATI's new graphics chip brings impressive leaps in architectural efficiency and performance.”
* “Meanwhile, ATI can rightly brag about reaching the 1 teraFLOPS barrier today. Each of the 800 stream processing units in the RV770 can perform a single-precision floating point multiply and add in the same clock cycle. Two ops per unit, times 800 units, times a 625MHz clock speed exactly equals one teraFLOPS of math-crunching power. Not bad for a $200 product.”
* “On paper, and in our preliminary tests, it looks as though they have made one heck of an impressive GPU...”
Excerpts from Tech Report:
* “The Radeon HD 4850 kicks more ass than a pair of donkeys in an MMA cage match.”
* “The graphics war looks more competitive now than it's been in a very long time. That's ultimately a good thing for consumers, especially since AMD looks keen to take the fight aggressively to mid-range products that most consumers can afford.”
High Definition Video
The ATI Radeon HD 4800 series has the power to transform the ordinary into the extraordinary. The ATI Radeon HD 4800 series will allow users to experience HD digital content1 with uncompromising visual fidelity while helping to enhance the definition and clarity of lower resolution visual media.
* The ATI Radeon HD 4800 series can help improve the definition and image quality of any visual media including standard DVDs and videos.
* The ATI Radeon HD 4800 series was designed to easily handle the visual fidelity and clarity of all standard formats of today’s high definition media.
* The ATI Radeon HD 4800 series includes new HD media capabilities, like picture-in-picture HD viewing, super fast format conversion of your favorite media2, and support for the latest HD audio technologies like 7.1 surround sound.
Energy Efficiency
The ATI Radeon HD 4800 series offers optimal performance and breakthrough efficiency with platform-independent intelligent power management.
* ATI PowerPlay™ technology intelligently adjusts requirements to ensure performance is there when you need it most while throttling back for lesser user demands.3
* With the ATI Radeon™ HD 3870, AMD set a new performance per watt standard, which has been broken by the ATI Radeon HD 4800 series. Compared to the ATI Radeon HD 3870 series GPU, the ATI Radeon HD 4800 series delivers twice the performance while drawing only 20 percent more power.4
AMD Cinema 2.0 Demo
At a press conference held on June 16, 2008, in San Francisco, AMD demonstrated a milestone achievement in ultra-realistic and interactive visual computing through the processing power of its ATI Radeon HD 4850 graphics cards. The demonstration of what AMD terms the “Cinema 2.0 experience,” highlighted at www.amd.com/cinema2, punches a sizeable hole in the sensory barrier that separates today’s visionary content creators and the interactive experiences they desire to create for audiences around the world. The Cinema 2.0 demo shows the fusion of dynamic real-time interactivity with convincing cinematic digital effects that appear to be real places and things.
The Cinema 2.0 demo system in San Francisco featured two ATI Radeon HD 4850 graphics cards rated at one teraFLOPS each, driven by an AMD Phenom™ X4 9850 quad-core processor and AMD 790 FX Chipset.
The ATI Radeon HD 4800 series press kit may be viewed at www.amd.com/ATIRadeonHD4800/presskit.
About AMD
Advanced Micro Devices (NYSE: AMD - News) is a leading global provider of innovative processing solutions in the computing, graphics and consumer electronics markets. AMD is dedicated to driving open innovation, choice and industry growth by delivering superior customer-centric solutions that empower consumers and businesses worldwide. For more information, visit http://www.amd.com.
©2008, Advanced Micro Devices, Inc. AMD, the AMD Arrow logo, ATI, the ATI logo, Phenom, Radeon, The Ultimate Visual Experience and combinations thereof, are trademarks of Advanced Micro Devices, Inc. Other names are for informational purposes only and may be trademarks of their respective owners.
1 HD monitor required.
2 Transcoding time may vary depending on your system configuration and video formats. AMD was able to achieve GPU accelerated transcoding speeds up to 19x faster using a pre-release version of Cyberlink PowerDirector than when using the same CPU alone with MainConcept encoder in Adobe Premiere CS3. Using the same system, full 1080p files were converted 1.8x faster than real-time.
3 ATI PowerPlay™ is a suite of technologies designed to improve energy efficiency. Not all ATI PowerPlay features may be present in all ATI Radeon HD 4800 Series models.
4 AMD 3DMark Vantage testing demonstrates more than 2x performance increase from ATI Radeon™ HD 3870 to ATI Radeon™ HD 4870, scoring 1626 and 3559 respectively in Extreme settings. The ATI Radeon HD 4850 has a peak power rating of 110 watts versus the ATI Radeon HD 3850 at 104 watts, a difference of less than 5%. The ATI Radeon HD 4870 has a peak power rating of 160 watts versus 135 watts for the ATI Radeon HD 3870, a difference of 18%.
Bateman, LE's ide ligger i 163 i london.
52 week low.
Rigtig god profil. De burde tjene gode penge.
FLS minerals gør det i hvertfald.
http://www.batemanengineering.com/
Cybers iron ore mines i australien burde rally
FMG falder og det gør de fleste "iron ore, malm maskier" også.
4-5%.
BHP Billiton raises iron ore estimates
BHPB ups iron ore resources
BHP Billiton raised estimated reserves at its biggest iron ore operation by a quarter, a day after rival Rio Tinto set a lofty new benchmark price for the commodity.
Rio agreed a near-doubling of prices with China`s biggest steel-maker, Baosteel lifting the share prices of both Rio and BHP, though BHP has yet to agree a new price on its own contract renewals with Asian steel mills.
"This is an indication of the future potential of these assets," Marcus Randolph, head of BHP`s ferrous and coal division, said after the company raised its ore reserves estimate at its Western Australia iron ore operation by 23%.
"Iron ore (division) is seeking to triple its capacity between 2007 and 2015," he said.
The valuation of Australian iron ore mines is at the centre of BHP Billiton`s $167 billion all-share bid for Rio Tinto, which has dismissed the approach as too low.
BHP is smaller in iron ore mining than Rio but larger overall. Rio argues that BHP`s bid of 3.4 BHP shares for every Rio share discounts the value of its growth prospects and, in particular, its potential in iron ore.
BHP`s Mr Randolph said his company had not yet settled on contract renewals with its own Asian customers, but industry analysts said BHP may have to follow Rio`s lead.
BHP has been pushing its own alternative pricing blueprint which analysts say could have reaped even higher returns but looks to have been overtaken by Rio`s deal with Baosteel, which represents a jump of up to 96.5% over last year`s price.
BHP favours a new over-the-counter market to sell ore on the spot market instead of under long-term contracts.
"BHP was traditionally the one that signed first, then Rio followed," said James Wilson, an analyst for DJ Carmichael & Co. "But now the shoe`s on the other foot and maybe Rio is trying to show BHP who`s boss in iron ore," Mr Wilson said.
Rio`s deal with Baosteel deal eclipses the 65%-71% price increase that Chinese mills agreed with Brazilian miner Vale earlier this year.
"The Rio agreement shows the benchmark system is alive and well at least for another year, which could leave BHP no choice but to go along," Mr Wilson said.
Both Rio and BHP are relying on strong demand for ore in China to justify the billions of dollars each has earmarked to dig more mines in Australia. Rio forecasts Chinese iron ore imports will double over the next six years.
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Jeg kunne godt tænke mig en kommentar...har ikke historikken på plads og tænkt nøjere over det har jeg ikke endnu.
De har forhandlet iron ore priserne på plads. De er åbenbart....?? begyndt at tage højde for fragtomkostningerne i højere grad, således at prisen på det australske iron ore stiger relativt mere end det brasilianske. Fragtomkostninger er i området...50 dollars..i forskel imellem at få fragtet et tons fra australien sammenlignet med brasilien (altså til kina..)
- nu får de australske så hævet prisen relativt mere på iron ore end de brasilianske - måske det så øger fragtmængderne fra sydamerika...med højerer fragtrater til følge..
Rio Tinto (aus) har fået omtrent 85% mere for deres iron ore og Vale (Brasilien) får 65-70% mere.
Jeg er faktisk nervøs ved DRYS...der er nemlig et head and shoulder mønster med target i 55-58 dollars og jeg ville hade at få flere tæsk i denne omgang.
??? Pt. ved jeg ikke lige hvad jeg skal tro.
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
http://www.abc.net.au/news/stories/2008/06/24/2284759.htm
http://seekingalpha.com/article/82450-china-steelmaker-agrees-to-biggest-ever-iron-ore-price-increase
http://www.nzherald.co.nz/section/3/story.cfm?c_id=3&objectid=10518060&ref=rss
Meningen er jo at blive væk.
Og panikke midt på atlanterhavet, det ved jeg skunte. Har kun prøvet en orkan udfor taiwan på en lille kemikalietanker.
Det var det her skib
Tillykke....Det gør jeg også.
Jeg vil i hvertfald ikke spilde mere af min tid på at følge de aktier.
Jeg håbede egentlig I havde forstand på de sejlbåde. Sidder og kigger på et verdenskort og en globus.
Det tager mindst 2 år som almindelig fritidssejler - det skal times med orkansæsonerne. Jeg vil nok bruge resten af livet på det for jeg regner med at strande på Fiji.
Profits seen off more than 10 percent: report
Tuesday June 24, 12:35 pm ET
NEW YORK (Reuters) - The U.S. corporate profit outlook is deteriorating rapidly, with S&P 500 earnings for the second quarter now seen falling at a double-digit pace from a year earlier, according to Thomson Reuters Proprietary Research released on Tuesday.
Second quarter profits are expected to fall at a rate of 10.2 percent, compared with the Monday estimate for a drop of 9.6 percent. At the end of May, analysts expected a 7.3 percent drop.
A worsening outlook for consumer discretionary and financials was behind the bleaker earnings view.
Soaring gasoline prices and a limping economy have hampered the outlook for consumer discretionary companies such as General Motors (NYSE:GM - News) and electronics retailer Circuit City an Stores (NYSE:CC - News). Among the most recent of major victims reporting impact from soaring crude oil, United Parcel Service Inc(NYSE:UPS - News), the world's largest package-delivery company cut its second-quarter profit outlook citing high fuel costs and a slack U.S. economy.
At the same time, the credit crisis brought on by subprime mortgage failures has left the banking sector searching for new ways to create revenues now that several of their most profitable businesses have been all but shutdown.
The financial sector was hit by heavy selling most recently as Goldman Sachs & Co strategists told investors it had changed its previously positive view to "underweight" for U.S. financial, while also giving a negative outlook for consumer shares, saying weakening consumer demand and deterioration in the credit markets will weigh on profitability.
UPS's announcement came just a week after main rival Memphis-based FedEx Corp (NYSE:FDX - News) posted a quarterly loss and gave a weak profit outlook for its fiscal 2009. The two companies are seen as bellwethers of the U.S. economy due to the large volume of commercial and consumer goods they transport.
Nåja...mine falder når markedet falder og så falder de når markedet stiger.
Godt jeg solgte noget på "traderi", hvor jeg havde en "del gevindster".
Smed det i DRYS, NM og to tech.
Det holder nogenlunde indtil videre.- lige indtil BDI crasher.
Det er helt ad helvede til. Vi bør være så tæt på bunden man overhovedet kan komme.
Havde jeg en million mere..så havde jeg den ikke.
Dryssede lidt igen.
..crap færdig med regnskabet efter 2 dødsfald i familien. Jeg vil ikke det pjat mere.
Jeg tager ud for at cykle. Når jeg er tilbage så er mine aktier steget med mindst 5000 dollars.
Consumer confidence tumbles in June
Tuesday June 24, 10:06 am ET
NEW YORK (Reuters) - Consumer confidence fell in June to its lowest in 16 years as high inflation continued to sap confidence and pushed expectations for the future to a record low, the Conference Board said on Tuesday.
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The Conference Board, an industry group, said its inflation expectations gauge matched the record-high 7.7 percent it hit in May, which will keep Federal Reserve policy makers concerned over price growth as they meet to decide rates on Tuesday and Wednesday.
The Conference Board said its overall monthly measure of consumers' mood declined to 50.4 this month -- the lowest since 47.3 in February 1992 -- from a revised 58.1 in May. May's reading was originally reported at 57.2.
Economists on Wall Street had been expecting a reading of 56.4, according to a Reuters poll. Their forecasts ranged from 50.0 to 60.0.
The index has now dropped by more than half since last July, when it was at 111.90. Since then, housing market troubles triggered the most severe credit crisis in at least a decade.
Consumers made a grim assessment of their present situation and their future prospects. The present situation index dropped to 64.5 from a revised 74.2 in May. The expectations barometer slid to an all-time low of 41.0 from a revised 47.3 in May.
(Reporting by Burton Frierson; Editing by Theodore d'Afflisio)
Der bliver man da til en diamant.
Jeg var lige oppe i toppen af masten for at kigge. Det gav et ordentligt dunk, da elastikken blev spændt.
Det burde ikke kunne falde yderligere.
Der er så mange billige aktier, jeg er ved at skriger af smerte over jeg ikke har flere kontanter.
Nu ryger der så 2 millioner i en sejlbåd - udover de bulkcarriers jeg har.