Teck Resources - 2015 -
| eröffnet am: | 31.03.15 15:18 von: | Berliner_ |
| neuester Beitrag: | 15.04.26 00:17 von: | MrTrillion3 |
| Anzahl Beiträge: | 276 | |
| Leser gesamt: | 138899 | |
| davon Heute: | 65 | |
bewertet mit 32 Sternen |
||
|
|
||
25.09.15 14:01
#76
karass
MM41
du bist wirklich ein guter Indikator für Teck. Bist du raus, gehts hoch. Bist du drin
kann man nachkaufen.
25.09.15 14:13
#77
Berliner_
thommi
genau so ist das, heute die Aktie fast 10% höher, und die amis haben noch nicht aufgemacht
mm41 schreibt leider viel Schwachsinn... so ist das, wenn man sich erstmal nicht informiert...
mm41 schreibt leider viel Schwachsinn... so ist das, wenn man sich erstmal nicht informiert...
05.10.15 16:29
#79
Berliner_
5,05€ (+12%)
MM41
bitte die Aktie nicht kaufen, da sie dann wieder nach Nizza reisen wird ;-)
bitte die Aktie nicht kaufen, da sie dann wieder nach Nizza reisen wird ;-)
08.10.15 13:28
#81
Berliner_
news
Teck Resources and Franco-Nevada announce a long-term streaming agreement linked to production at TCK's Antamina mine in Peru, in which FNV agrees to pay TCK $610M to help fund operations at the mine in exchange for a share of silver production.
The stream on TCK’s share of silver in the mine also includes 5% of the spot price at the time of delivery; FNV expects to receive 900K-1.1M oz. this quarter and average annual contributions of 2.8M-3.2M oz. TCK owns 22.5% of Antamina, which last year produced 345K tons of copper, 211K tons of zinc, 3.1M lbs. of molybdenum and 12M oz. of silver; other shareholders are BHP Billiton and Glencore, each with 33.75%, and Mitsubishi with 10%.
The stream on TCK’s share of silver in the mine also includes 5% of the spot price at the time of delivery; FNV expects to receive 900K-1.1M oz. this quarter and average annual contributions of 2.8M-3.2M oz. TCK owns 22.5% of Antamina, which last year produced 345K tons of copper, 211K tons of zinc, 3.1M lbs. of molybdenum and 12M oz. of silver; other shareholders are BHP Billiton and Glencore, each with 33.75%, and Mitsubishi with 10%.
19.10.15 20:24
#82
MM41
bin wieder
mit wenig geld eingestiegen. Berliner, was sagst du dazu? Ist zu früh oder wäre es sinnvolle noch bissi abwarten?
20.10.15 13:41
#83
K1-Sport
Osisko erwirbt kanadisches Royalty-Portfolio
Osisko Gold Royalties Limited gab gestern eine bindende Vereinbarung bekannt, wonach das Unternehmen ein Portfolio an Royalties von Teck Resources Limited und deren Tochter Teck Metals Ltd. erwerben wird. Zunächst zahlt Osisko dafür 28 Mio. CAD, später werden gegebenenfalls weitere 2,5 Mio. CAD fällig. Das Portfolio besteht aus 31 Royalties, der Großteil davon sind Netto-Schmelzroyalties.
Der Abschluss der Transaktion mit Teck Resources wird voraussichtlich bis Mitte November erfolgen. Der Abschluss des Deals mit Teck Metals könnte sich allerdings bis Ende Februar 2016 hinziehen.
http://www.minenportal.de/artikel.php?sid=31444#Osisko-erwirbt-kanadisches-Royalty-Portfolio
21.10.15 23:18
#84
karass
morgen kommen Zahlen,
erwartet werden nur $ 0,02 per share. Denke das wird besser ausfallen.
http://sleekmoney.com/...ounce-quarterly-earnings-on-thursday/587963/
22.10.15 16:35
#87
Berliner_
Zusammenfassung
(für die aktuelle Lage sind gute Ergebnisse, Teck ist gut aufgestellt... und Fort Hills wird noch viel Geld in die Kasse bringen, außerdem hat Teck noch für viiiiele Jahre verschiedene noch nicht angefasste Vorkommen, mit viel Zn, Ni, Cu, PMs...)
Highlights and Significant Items
-- Gross profit before depreciation and amortization was $670 million in
the third quarter compared with $752 million in the third quarter of
2014.
-- Cash flow from operations, before working capital changes, was $302
million in the third quarter of 2015 compared with $553 million a year
ago.
-- Adjusted EBITDA (not including non-cash impairment charges of $2.9
billion) was $389 million in the third quarter. Adjusted EBITDA before
final pricing adjustments was $530 million.
-- We recorded impairment charges in the aggregate of $2.2 billion on an
after-tax basis ($2.9 billion pre-tax) including $1.5 billion on our
steelmaking coal assets, $0.3 billion on copper and $0.4 billion on the
Fort Hills oil sands project resulting in a loss attributable to
shareholders of $2.1 billion.
-- Our debt to debt-plus-equity ratio was 36% at September 30, and our net
debt to net-debt-plus-equity ratio was 32%. Giving effect to the
impairments and our recent streaming transaction and debt repayments,
our pro forma debt to debt-plus-equity ratio and net debt to net-debt-
plus-equity ratios at September 30, 2015 were 35% and 30%, respectively.
-- Subsequent to quarter end, we completed the sale of a silver stream
linked to our share of the Antamina mine. Taken together with the gold
stream sold from the Carmen de Andacollo Operations which closed during
the third quarter, these transactions have increased our cash position
by approximately $1 billion.
-- Our cash balance of $1.8 billion as of October 21 is more than our $1.5
billion share of costs required to complete Fort Hills. We also have an
additional US$3 billion undrawn credit facility that can be used for
general corporate purposes and US$1.2 billion available for cash draws
or for letters of credit. We have certain contractual arrangements that
may result in us having to issue letters of credit that would utilize
substantially all of this US$1.2 billion facility.
-- Our cost reduction program combined with a falling Canadian dollar,
lower oil prices, and higher copper grades have contributed to reduce
our U.S. dollar unit costs for our products with copper and steelmaking
coal unit costs falling by US$0.20 per pound and US$20 per tonne,
respectively, compared to last year.
-- In response to steelmaking coal market conditions, our steelmaking coal
mines took three-week shutdowns during the third quarter to reduce
production and product inventory. In the fourth quarter we expect that
production rates will be aligned with sales volumes.
-- We have reached agreements with the majority of our customers for the
fourth quarter of 2015, based on a quarterly benchmark of US$89 per
tonne for the highest quality product and we expect total sales in the
fourth quarter, including spot sales, to be at least 6 million tonnes of
steelmaking coal.
-- The Red Dog concentrate shipping season is expected to be completed on
October 22 with shipments of 1,048,000 tonnes of zinc concentrate. We
expect sales of 200,000 tonnes in the fourth quarter reflecting the
normal seasonal pattern of Red Dog sales.
-- Our Quebrada Blanca operation restarted normal production activities in
late August after unexpected ground movement in late June caused a
temporary shutdown of processing facilities. We expect to produce 38,000
tonnes of copper cathode in 2015, a reduction of about 10,000 tonnes
compared to the original plan.
Highlights and Significant Items
-- Gross profit before depreciation and amortization was $670 million in
the third quarter compared with $752 million in the third quarter of
2014.
-- Cash flow from operations, before working capital changes, was $302
million in the third quarter of 2015 compared with $553 million a year
ago.
-- Adjusted EBITDA (not including non-cash impairment charges of $2.9
billion) was $389 million in the third quarter. Adjusted EBITDA before
final pricing adjustments was $530 million.
-- We recorded impairment charges in the aggregate of $2.2 billion on an
after-tax basis ($2.9 billion pre-tax) including $1.5 billion on our
steelmaking coal assets, $0.3 billion on copper and $0.4 billion on the
Fort Hills oil sands project resulting in a loss attributable to
shareholders of $2.1 billion.
-- Our debt to debt-plus-equity ratio was 36% at September 30, and our net
debt to net-debt-plus-equity ratio was 32%. Giving effect to the
impairments and our recent streaming transaction and debt repayments,
our pro forma debt to debt-plus-equity ratio and net debt to net-debt-
plus-equity ratios at September 30, 2015 were 35% and 30%, respectively.
-- Subsequent to quarter end, we completed the sale of a silver stream
linked to our share of the Antamina mine. Taken together with the gold
stream sold from the Carmen de Andacollo Operations which closed during
the third quarter, these transactions have increased our cash position
by approximately $1 billion.
-- Our cash balance of $1.8 billion as of October 21 is more than our $1.5
billion share of costs required to complete Fort Hills. We also have an
additional US$3 billion undrawn credit facility that can be used for
general corporate purposes and US$1.2 billion available for cash draws
or for letters of credit. We have certain contractual arrangements that
may result in us having to issue letters of credit that would utilize
substantially all of this US$1.2 billion facility.
-- Our cost reduction program combined with a falling Canadian dollar,
lower oil prices, and higher copper grades have contributed to reduce
our U.S. dollar unit costs for our products with copper and steelmaking
coal unit costs falling by US$0.20 per pound and US$20 per tonne,
respectively, compared to last year.
-- In response to steelmaking coal market conditions, our steelmaking coal
mines took three-week shutdowns during the third quarter to reduce
production and product inventory. In the fourth quarter we expect that
production rates will be aligned with sales volumes.
-- We have reached agreements with the majority of our customers for the
fourth quarter of 2015, based on a quarterly benchmark of US$89 per
tonne for the highest quality product and we expect total sales in the
fourth quarter, including spot sales, to be at least 6 million tonnes of
steelmaking coal.
-- The Red Dog concentrate shipping season is expected to be completed on
October 22 with shipments of 1,048,000 tonnes of zinc concentrate. We
expect sales of 200,000 tonnes in the fourth quarter reflecting the
normal seasonal pattern of Red Dog sales.
-- Our Quebrada Blanca operation restarted normal production activities in
late August after unexpected ground movement in late June caused a
temporary shutdown of processing facilities. We expect to produce 38,000
tonnes of copper cathode in 2015, a reduction of about 10,000 tonnes
compared to the original plan.
18.11.15 10:10
#89
Berliner_
weitere Sparmaßnahmen
In response to persistent low commodity prices, Teck is implementing additional measures to reduce costs and conserve capital:
Reduction in total spending of $650 million in 2016, to be achieved through $350 million of capital spending reductions and deferrals and $300 million of operating cost savings identified as part of the 2016 operating budget.
Elimination of an additional 1,000 positions across Teck's global offices and operations, through a combination of layoffs and attrition. This will include a reduction in senior management positions and brings total labour force reductions over the past 18 months to approximately 2,000 positions.
Withdrawal of the Coal Mountain Phase 2 (CMO Phase 2) project from the Environmental Assessment process and suspension of further work on the project.
Reduction in total spending of $650 million in 2016, to be achieved through $350 million of capital spending reductions and deferrals and $300 million of operating cost savings identified as part of the 2016 operating budget.
Elimination of an additional 1,000 positions across Teck's global offices and operations, through a combination of layoffs and attrition. This will include a reduction in senior management positions and brings total labour force reductions over the past 18 months to approximately 2,000 positions.
Withdrawal of the Coal Mountain Phase 2 (CMO Phase 2) project from the Environmental Assessment process and suspension of further work on the project.
18.11.15 10:14
#90
Berliner_
Dividende
5cent auf beide Class A common shares and Class B subordinate voting shares
Auszahlung: 30.12.2015
Record date: 14.12.2015
viel weniger als zweijährlich 45c., aber immer hin mehr als nichts... und der Teck geht finaziell immer noch nicht schlecht... dank D. Lindsey's Sparprogramm! Weiter so...
Auszahlung: 30.12.2015
Record date: 14.12.2015
viel weniger als zweijährlich 45c., aber immer hin mehr als nichts... und der Teck geht finaziell immer noch nicht schlecht... dank D. Lindsey's Sparprogramm! Weiter so...
27.11.15 10:57
#93
Berliner_
was leider nicht unbedingt heißen sollte
dass der nicht für noch lange so tief bleiben wird...leider :-(
08.12.15 20:04
#95
MM41
jetzt oder nie?
ich habe noch eine tranche nachgelegt; ohne handlungsempfehlung. In meine portfolio befinden sich noch folgende aktien:
Freeport McM
Vale
Alcoa
Chesapeake E
Keine kauf oder verkaufsempfehlung!!!!
Freeport McM
Vale
Alcoa
Chesapeake E
Keine kauf oder verkaufsempfehlung!!!!
21.12.15 16:48
#97
MM41
sie steigt
gerade jetzt und kräftig sogar.
jetzt bleibt nur ruhe bewahren und shortseller grillen zu sehen.
LONG
jetzt bleibt nur ruhe bewahren und shortseller grillen zu sehen.
LONG
22.12.15 21:15
#98
MM41
bin hier
derzeit massiv investiert und gott sei dank saftig im plus. bei mir weihnachtet schon!!!!!!!
Ohne handlungsempfehlung!!!!
Ohne handlungsempfehlung!!!!
22.12.15 23:07
#99
Volkszorn
hoffen wir das beste
leider findet man ja keine Informationen wie es um diese Firma wirklich bestellt ist. Aber ich hoffe einfach dass etwas das so stark eingebrochen ist endlich wieder Boden gut macht. Mich würde interessieren, wieviel ist bei dir "massiv investiert" in Nettomonatsgehältern das du durch Arbeit verdienst? Bei sind es 4.
23.12.15 10:29
#100
MM41
massiv heißt
viel. TECK ist im gegensatz zu Konkurenz gut finanziell gerüstet und kann meiner meinung nach trotz produkt-spottpreise harter preisverfall überleben. Ich finde aktuelle situation im markt sehr gut, denn Marktbereinigung sorgt dafür das viele kleinere schwache unternehmen aus der branche vom markt verschwinden. TCK wird aus meiner sicht überleben. Aktuelle aktienkurse sind daher einstiegskurse für value growth investoren. Die risiken sind trotzdem vorhanden..
ohne handlungsempfehlung
ohne handlungsempfehlung