COMMERCE RESOURCES (€ 0,208)

August 30, 2010

"Commerce Resources Explores Funding Options For The Upper Fir Tantalum Project

   It's been 10 years in the making, but Commerce Resources is gradually getting closer and closer to going into production at its Upper Fir Tantalum Project. First things first, though, the company needs money to get it built."
...


Unglaublich???

Bei Formation Metals ist es exakt so:

http://www.formationmetals.com/s/CobaltNews.asp?ReportID=407664

http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8  

http://www.commerceresources.com/s/...-Carbo-Rare-Earth-Project-Wi...  

Waiting for Wodgina

LONDON (Metal-Pages) 08-Jul-10.

Despite fast rising prices there are still high stocks of tantalum overhanging the market, Bryan Ellis, head of marketing at Australian tantalum and lithium miner Talison told Metal-Pages.

As a result the company is not planning to bring its 1.5 million lb/year Wodgina tantalum mine back on stream just yet, he said, emphasising that no decision on the date has been made as yet, although the company is eyeing 2011-2012.

"The key is really to ensure that there is stable demand and that people are ready to sign long-term contracts, then we would be ready to push the button on it," Ellis said. However there is no hurry, as Talison is focusing on its lithium production.

...
http://www.metal-pages.com/news/story/47836/  

...dass ihnen der Markt davonlaufen könnte. Warum eigentlich???
http://de.advfn.com/...cchart&s=TX^cce&p=0&t=19&vol=1

http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8  

Tantalum rally continues as shortage looms, traders warn

London 09 July 2010 08:56


Offers for tantalum scrap are soaring as high as $330 per kg as the market faces a looming shortage that has brought prices for secondary metal in line with tantalum bars, traders said on Thursday.

“There is no scrap around, we’re all calling each other saying ‘can you help me out?’,” a trader told MB.

“Traders are buying at around $250-260 per kg; they’re all short of the Chinese material. I think, in cold blood, $350 per kg is the level I would ask for,” the trader said.

Tantalum prices have more than doubled since the start of this year after United Nations rules regarding the supply of material from conflict zones, notably the Democratic Republic of Congo (DRC), started to affect the market.

So far, no major western producer has stepped in to fill the gap caused by the closure of Talison Tantalum’s Wodgina mine in Western Australia in 2008.

Wodgina supplied 30% of the world’s tantalum the year it closed, but is still on care and maintenance with no firm date for a restart, while Australian-owned Gippsland’s Abu Dabbab project in Egypt is not scheduled to start until 2012.

“For some reason, the Congo aspect really started playing into it in late March, early April,” a second trader told MB.

“There is a shortage looming and if Wodgina isn’t going to open soon I don’t know where the material is going to come from,” he said.

“My experience is that tantalum scrap and tantalum bars are pretty much the same. I asked a contact what he thought and he described the price difference as little or none,” the trader added.

The price hike has been exacerbated since a Chinese supplier failed to ship material to at least three western customers, claiming that it had been shut on environmental grounds by its provincial government ahead of a major athletics tournament.

The deals had been made at around $80 per lb ($176 per kg) and the total volume is at least six tonnes, possibly even twelve tonnes, traders told MB.

“Prices are [now] within the range of $300-330. I think $330 sounds completely logical and possible,” a third trader told MB.


http://www.metalbulletin.com  

LONDON (Metal-Pages) 07-Jul-10.

Tantalum metal prices have risen by nearly 50% over the past few months, and are still on the way up, according to market sources.

In March prices for tantalum bars were $165/kg rising to $185 and further to $220/kg in May with replacement material being quoted at around $250/kg.
In early June a business for tantalum bars was reported at $250/kg and in the latter part of the month another trader reported paying $285/kg for bars adding that he would expect any further offers to “begin with a 3.”

Recent business was still reported to Metal-Pages at $285-287/kg, however some suppliers said they are now already offering looking to get $300-310/kg or higher for new orders.

Prices have seen a jump in June since a Chinese tantalum supplier defaulted on contracts to a number of customers. This has been linked to the difficulty in obtaining the raw material, tantalum concentrate, since sourcing tantalite from the Congo is no longer acceptable to most downstream consumers, and very little material reportedly has been coming out of the DRC, according to market sources and trade statistics.

Prices for tantalite have risen to above $60/lb Ta2O5 recently and are now nominally in the range $60-68/lb in the spot market, with forward contracts fetching a sizeable premium.

Tantalum is used in the consumer electronics industry, mainly as powder and wire for capacitors in telecommunications devices and implantable medical devices as well as in mobile phones, digital cameras, gaming consoles and computers. It is also used in high-temperature, high-pressure alloys used to manufacture rotary blades for hot sections of aircraft engines and land-based industrial turbines.

While consumption, especially from the electronics sector, is growing again after a slump in 2008-09, supply of the tantalum raw material is constrained.

http://www.metal-pages.com/news/story/47818/  

..."brummt der Laden" bei Noventa:
http://www.miningweekly.com/article/...dual-listing-on-tsx-2010-07-06

Kein Wunder, denn offenbar ist kein geringerer als HC Starck der künftige Abnehmer des Tantals:
http://www.miningweekly.com/article/...dual-listing-on-tsx-2010-07-06  

Metal Bulletin,  9 Jul 2010
... The tantalum consumer that has signed a new offtake agreement with Noventa is believed to be HC Starck, one of the markets two leading producers...
www.metalbulletin.com  

Am Freitag 100k zu umgerechnet 0,06 Euro und heute bisher 0.

Wenn noch nicht einmal Nachricht über den Einstieg eines der beiden weltgrössten Tantal-Verarbeiters bei einem Tantal-Förderer eine Kursveränderung zeigt, welche Neuigkeiten sollen dann bei einer Firma wie Commerce Resources zu nennenswerten Kurssteigerungen führen??

Offenbar interessiert sich für den Tantal-Markt "kein Schwein"...  

...und auch Gippsland hat mal wieder einen kleinen Furz gelassen:
http://bigcharts.marketwatch.com/quickchart/...&freq=1&time=8  

http://www.plansee.at/news-2502.htm
http://www.plansee.at/tantal.htm  

Da haben die Holzfäller den Deutschen mal wieder 8% mehr "aus der Tasche" gejubelt.
Aber das ist ja für die goldene Zukunft hier immer noch spottbillig, nicht wahr???  

0.275 Can$, +10%,  Volume 329.982

Immerhin haben "Pictet Canada" 100k zum Peis von 25-27Cents gekauft.
26.000 Can$ sind zwar nicht gerade viel für eine grosse Fondsgesellschaft,
aber immerhin ist dies seit langem das erste Anzeichen einer ernsthaften institutionellen
Positionierung...  

Commerce Resources Rolls Out the Red Carpet
at Its Blue River Tantalum-niobium Project

June 2nd, 2010
http://electronicstoronto.net/?p=24  

 

 

Hauptkäufer:
Blackmont 118,5k, Instinet 100k, Penson 100k

Hauptverkäufer:
CIBC 210k, Anonymous 100k  

266,8k, dabei trotz einbrechenden Gesamtmarktes kein Kursverlust, sehr erstaunlich!!

Hauptkäufer: RBC Capital 177,5k

Hauptverkäufer: ITG Canada 200k  

http://www.benzinga.com/pressreleases/10/07/...ate-world-s-largest-li  

Published on: July 14, 2010 at 10:40
http://www.commodityonline.com/news/...upply-shortages-29968-3-1.html  

Thu Jul 15, 2010 7:57pm GMT
http://af.reuters.com/article/metalsNews/idAFN1545972220100715?sp=true  

http://www.ariva.de/..._Nutzung_von_Bluttantal_aus_dem_Kongo_c3482021

mc

"Und keiner dieser Elektronikgiganten will und kann es sich heutzutage noch leisten, mit diesen "Blutmetallen" in Verbindung gebracht zu werden."

Er verschweigt, dass viele Produzenten gar nicht in jedem Einzelfall wissen, woher das bezogene Tantal jeweils kommt:

 But, for now, conflict minerals appear likely to continue to flow freely, and largely unnoticed. "Unless there is a fundamental change in the supply base, conflict tantalum will probably still get into the global market for the foreseeable future," said Patrick Stratton, North American manager at Roskill Information Services Ltd.

"I doubt that any retailer would sell electronic goods in the full knowledge that they contain conflict minerals. But they don't know and, at present, cannot know," he said.

http://af.reuters.com/article/metalsNews/idAFN1545972220100715?sp=true

 

klar wissen es diverse produzenten nicht
aber sie werden es vermutlich bald wissen MÜSSEN

einfach mal nen Schritt selber denken  

But, for now, conflict minerals appear likely to continue to flow freely, and largely unnoticed.

"Unless there is a fundamental change in the supply base, conflict tantalum will probably still get into the global market for the foreseeable future," said Patrick Stratton, North American manager at Roskill Information Services Ltd.