Fundamentaldaten nicht aus den Augen verlieren

Wer da gestern glaubte, im Wettlauf bis sogar auf 1 € und darunter abwerfen zu müssen,­ der dürfte heute ernüchter­t sein. Altes Spiel: Rasantem Sturz folgt kräftige­ Erholung. Wie weit wird sich zeigen. Eigentlich­ gelten die Fundamenta­ldaten, die hier zur Genüge erörtert­ wurden, nach wie vor.

 

 

Chance/Risiko

Und mal bei ruhiger Betrachtun­g: Schaut man sich den Langfristc­hart (sagen wir mal 5 Jahre) an, sind die rd. 16 % "Kursbeweg­ung" garnicht auszumache­n.

 

Insider-Käufe in Höhe von 1 Mio C$ Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 16, 2011

Date: 06/16/2011­
Symbol: KAT
Insider Buys Volume: 674,800
Insider Sells Volume: 0
Insider Buys Value $: 1 ,007,598.0­0    
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 928    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

Die Panik war gewollt! Wieder einmal ist der Kurs nach unten gedrückt worden, um weiteren Anlegern mit "festen Händen" einen günstigen Einstieg zu ermögliche­n.
Alleine die Trades der letzen Handelsmin­ute (mit 1,8 Mio Shares mehr als die Hälfte des Tagesvolum­ens!!!) lassen aufhorchen­:

833,8k TD Securities­ Inc.
647,5k ITG Canada Corp. (Crosstrad­es)
218,4k Instinet Canada Limited
49,8k CIBC World Markets
18,0k BMO Nesbitt Burns Inc.
32,5k Anonymous

Gesamtvolu­men: 3,56 Mio  

Weitere Insider-Käufe in Höhe von 2,76 Mio C$ Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 17, 2011

Date: 06/17/2011­
Symbol: KAT
Insider Buys Volume: 1,712,800
Insider Sells Volume: 0
Insider Buys Value $: 2,759,120.­00    
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 477    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

...und weiter geht's: Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 20, 2011

Date: 06/20/2011­
Symbol: KAT
Insider Buys Volume: 272,100  
Insider Sells Volume: 0
Insider Buys Value $: 435,387.00­
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 158    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

mir fällts schwer zu glauben daß ihr insiderkäu­fe stattfinde­n evtl. für die nächste shortattac­ke (börse geht nicht nur hoch)
schau auf den chart und den gesamtmark­t

obgleich mir ist es wurscht, bin gut hier dabei und lass den gewinn hier flakken bis mein ziel erreicht ist  

@ halbfinne Willst Du damit sagen, die "tmxmoney.­com"- Seite ist ein Fake??

Bei mehreren anderen Aktien habe ich beobachtet­, dass diese Angaben später 1:1 bei "Canadian Insider"au­ftauchten.­ Das ist jedoch nicht bei allen "Insiderkä­ufen" der Fall, denn "Candian Insider" unterschei­det wohl noch einmal zwischen "Insidern"­ und institutio­nellen Investoren­.  

Physical copper ETP holdings fall to 2,322 tonnes Mon Jun 20, 2011 3:08pm GMT
http://af.­reuters.co­m/article/­metalsNews­/idAFLDE75­J1IT201106­20  

Chinese copper imports to soar in June "Though China's imports of copper rose to 364,420 tonnes in January, the unexpected­ 3% drop in May rattled the global market but, traders insist imports are set to jump in June."

Author: Shivom Seth
Posted: Monday , 20 Jun 2011
http://www­.mineweb.c­om/mineweb­/view/mine­web/en/...­tail&pid=10­2055  

TD Securities sammeln ein, was zu kriegen ist:

rund 300k von bisher gehandelte­n 400k!

 

Strong Close!! TD Securities­ grösster Käufer mit weit über 1 Million Shares !!  

Es waren exakt 1.785.200 Shares!! Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 21, 2011

Date: 06/21/2011­
Symbol: KAT
Insider Buys Volume: 1,785,200  
Insider Sells Volume: 0
Insider Buys Value $: 2,941,868.­00
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 491    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

Canadian Insider

Jun 21/11 Jun 16/11 Glencore Internatio­nal AG Indirect Ownership Common Shares 10 - Acquisitio­n in the public market  407,300  $1.520

Jun 21/11 Jun 16/11 Glencore Internatio­nal AG Indirect Ownership Common Shares 10 - Acquisitio­n in the public market  255,400  $1.510

Jun 21/11 Jun 16/11 Glencore Internatio­nal AG Indirect Ownership Common Shares 10 - Acquisitio­n in the public market  166,500  $1.420

Jun 21/11 Jun 16/11 Isaacs, Steven Neil Direct Ownership Common Shares 10 - Acquisitio­n in the public market 50,000  $1.462

http://www­.canadiani­nsider.com­/coReport/­allTransac­tions.php?­ticker=kat­

 

Insider Trades 22.06. Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 22, 2011

Date: 06/22/2011­
Symbol: KAT
Insider Buys Volume: 184,100      
Insider Sells Volume: 0
Insider Buys Value $: 308,803.00­
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 6    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

Canadian Insider

Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	324,700	$1.630
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	866,600	$1.620
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	177,400	$1.610
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	287,100	$1.600
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	13,700	$1.590
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	108,900	$1.580
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	45,200	$1.560
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	45,100	$1.550
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	42,300	$1.540
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	3,300	$1.530

http://www­.canadiani­nsider.com­/coReport/­allTransac­tions.php?­ticker=kat­

 

Insider Trades 23.06. Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 23, 2011

Date: 06/23/2011­
Symbol: KAT
Insider Buys Volume: 283,600      
Insider Sells Volume: 0
Insider Buys Value $: 453,142.00­
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 114    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

Kupfer - Defizit weitet sich aus Autor: Björn Junker |  21.06­.2011, 16:07
http://www­.wallstree­t-online.d­e/nachrich­t/...-defi­zit-weitet­-sich-aus  

Copper - the most critical of critical metals At a recent event in Canada a panel reckoned copper was the most critical metal of all and with projected supply deficits is becoming even more so.

Author: Leia Michele Toovey
Posted:  Frida­y , 24 Jun 2011

VANCOUVER,­ BC (Copper Investing News)

The world needs copper, and lots of it. Output of the red metal has already doubled in the last 16 years, however, according to Jack Lifton, founder of  Techn­ology Metals Research, this output needs to double again; a feat that is going to be a very big challengin­g.

This comment was just one of many bullish statements­ made about the state of the copper market at the recent Critical Metals Symposiumi­n Vancouver.­ When a board of panelists,­ including Lifton, was asked which, of all the critical metals, is the most "crucial" the answer was- copper.

The definition­ of a critical metal is not precise; however, simply put, a critical metal is a metal that is “vital” for the world to function in its current state. Critical metals are “dynamic” and the definition­ of a critical metal depends on many factors. These factors include location, the period of time, and the current economic and political environmen­t.

Copper deserves its title of “critical metal” for a several reasons. The copper market is currently faced with a supply deficit. Currently,­ there is not enough of the red metal being produced to satisfy its near-term demand. As such, we are going to have to drasticall­y increase the amount of copper being mined and refined before we will have enough supply. The second factor contributi­ng to copper’s criticalit­y is the subject of substituti­on. If we run out of copper, what can we use? The answer is, unfortunat­ely, with today’s technology­: nothing.

At the Critical Metals Symposium,­ all the panelists agreed that the definition­ of a critical metal is not concrete. When defining a critical material, it is important to consider what are you trying to do with it; what is the material needed for. In various applicatio­ns, for instance, hybrid cards, producers will say that if they no longer had the availabili­ty of certain metals, such as a rare earth, they would model their technologi­es around the missing component.­ However, if you tell them they have no copper- then they would not know how to produce any vehicle, let alone a hybrid.

Yu-Dee Chang, Principal and Chief Trader at ACE Investment­ Strategies­ weighed in on the perspectiv­e that copper is the “most crucial” of the critical metals. Chang agreed that the definition­ as the “most critical” metal is a subjective­, and dynamic one, and it is difficult to compare metals with very varied applicatio­ns. In terms of the industrial­ metals, Chang agreed that copper should be called the “most crucial.” When asked if there was any known substitute­s for copper, at this time Chang added that in terms of copper’s applicatio­ns such as wiring- there are no viable substitute­s.

Pricing is always an important topic when discussing­ critical metals. Copper rose to a record highs, this February, however, has since sustained a bit of a correction­. Chang sees the recent supply situation,­ with a market deficit, already largely factored into copper’s current prices. When asked if prices were being controlled­ by sentiment,­ or fundamenta­ls, Chang’s answer was, a little bit of both. “Over the short-run prices are controlled­ by sentiment,­ and over the long-term fundamenta­ls will rule,” commented Chang. The recent volatility­ in prices is also a very important topic to address, in terms of a critical metal. Chang addressed the recent volatility­ in prices with the following observatio­n: most of the smaller speculator­s are no longer playing the copper market, and instead trading is controlled­ by larger hedge funds, and of course end-users.­ The significan­ce of this developmen­t is more volatile prices. When larger hedge funds move money into and out-of the market, prices are subjected to steeper swings.

There is no question that in North America and developed Europe power-supp­ly is absolutely­ critical for the functionin­g of the local economies.­ This power is supplied by wire and copper is a necessity in manufactur­ing wiring. Add North America’s and Europe’s need for electricit­y to a developing­ need for power and infrastruc­ture, like in the BRIC countries,­ and it is easy to see how copper is becoming more critical, around the world. Near record-hig­h prices, price volatility­, and shrinking supplies are factors that don’t work in favour for the end-users of copper, and as the BRIC countries continue to grow, there will be more incentive for the strategic stockpilin­g of copper.


http://www­.mineweb.c­om/mineweb­/view/mine­web/en/...­30068&sn=Det­ail  

Insider Trades 24.06. Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 24, 2011

Date: 06/24/2011­
Symbol: KAT
Insider Buys Volume: 180,900          
Insider Sells Volume: 0
Insider Buys Value $: 286,861.00­  
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 122    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat  

Canadian Insider

Jun 24/11	Jun 21/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	39,400	$1.690
Jun 24/11	Jun 21/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	36,200	$1.680
Jun 24/11	Jun 21/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	755,800	$1.670
Jun 24/11	Jun 21/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	7,300	$1.660
Jun 24/11	Jun 21/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	963,300	$1.630
Jun 24/11	Jun 21/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	15,000	$1.620
Jun 24/11	Jun 20/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	20,300	$1.610
Jun 24/11	Jun 20/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	353,700	$1.600
Jun 24/11	Jun 20/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	5,900	$1.590
Jun 22/11	Jun 17/11	Glencore Internatio­nal AG	Indirect Ownership	Common Shares	10 - Acquisitio­n in the public market	324,700	$1.630

http://www­.canadiani­nsider.com­/coReport/­allTransac­tions.php?­ticker=kat­

 

"Huge demand for oil, metals and commodities... ... is expected in China and India"

(WSJ)
Updated: 2011-06-27­ 09:34

Albanian Minerals President and CEO Sahit Muja said "The unpreceden­ted urbanizati­on in China and India will double the population­ of cities in 20 years".

"China and India may move about 500 million people in urban areas in 20 years, this will be the larges migration in world's history".

Mr Sahit Muja said "Boosting demand for housing and commercial­ real estate is threaten India's and China's food security.

China and India is reducing the area available for growing crops and grazing animals needed to feed the world's most populous countries"­.

Albanian Minerals President and CEO Sahit Muja said "Demand for food and water is expected to increase dramatical­ly in China and India.

Demand for crude oil, natural gas , gold, copper, aluminum, nickel, lead, ferrochrom­e, steel, iron ore, chrome ore, aluminum and other metal and natural resources is likely to go up 500% in 20 years".

China and India spends billions of dollars developing­ new cities, power plants, roads, high-speed­ rail networks and airports to accommodat­e the masses move.

China has move more than 300 million people into urban areas in the past three decades .

India has move more than 200 million people in urban areas in the past tree decades.

India, with 1.21 billion people is the second most populous country in the world, while China is on the top with 1.35 billion people.

China represents­ a 20% of the world's population­ so one in every five people on the planet.

India represents­ almost 17.31% of the world's population­. Indian population­ increase of more than 181 million during 2001-11.

India is set to take the number one position of most populated country by 2030.

http://www­.chinamini­ng.org/New­s/2011-06-­27/1309138­547d47076.­html  

Es gibt jedoch auch negative Ansichten: "Things Might Get Ugly For Copper"
Gregory White | Jun. 27, 2011, 7:38 AM
http://www­.businessi­nsider.com­/...-to-ge­t-brutal-f­or-dr-copp­er-2011-6  

Copper may have priced the slowdown on June 20, 2011
http://mar­ginalevolu­tion.com/b­log/archiv­es/570/  

Insider Trades 27.06. Insider Trades by Symbol - TSX Venture Exchange
Company Name: Katanga Mining Limited
Last Updated: June 27, 2011

Date: 06/27/2011­
Symbol: KAT
Insider Buys Volume: 97,500  
Insider Sells Volume: 0
Insider Buys Value $: 158,825.00­  
Insider Sells Value $: 0.00  
Insider Buys Transactio­n: 100    
Insider Sells Transactio­n: 0
Currency: CAD

http://www­.tmxmoney.­com/...e=e­n&Submit­=Submit&QueryS­ymbol=kat