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Veul geld voor een bedrijf als Trevali. Ze moeten zich ook niet met schulden overladen.

seadoc schreef op 3 apr 2017 om 22:24:

Veul geld voor een bedrijf als Trevali. Ze moeten zich ook niet met schulden overladen.

Global diversified mining company Glencore has sold its 80% stake in the Rosh Pinah mine, and its 39% interest in the Gergarub project, both in Namibia, as well as its 90% stake in the Perkoa mine, in Burkina Faso, to zinc-focused base metals miner Trevali Mining Corporation for a total consideration of $417.8-million.
Glencore’s sale of its portfolio of zinc assets included a cash payment of $245-million and shares in Canada-based Trevali worth $172.6-million, which has increased Glencore’s share in Trevali from 4.3% to 21.3%.
Nog meer zink. Ja, kan. Ze hebben wel een aardig jaar trouwens trevali, maar nog niet zo top als vorig jaar.
elio e faso
Zink, zeer interessant.
Immers, China Heeft aardig wat restricties opgelegd op de bedrijven in China zelf.
Dat bied kansen voor investeringen buiten China op zink gebied.
Heb zelf recent Abcourt aangekocht voor de lange termijn, dit vanwege de potentie die het mogelijk heeft.
Een mooie Zink/Zilverplay met veel ounces in de grond.
Nu weinig interessant aandeel op het oog maar dat hebben we vaker gezien in het verleden met aandelen.
Trevali appoints Vale COO Grimbeek its new CEO
9TH APRIL 2019




Base metals miner Trevali Mining has named mining engineer Ricus Grimbeek its president and CEO to take over from Mark Cruise on April 23.

Grimbreek, who holds a degree from South Africa’s University of Pretoria, is a mining executive with nearly three decades of experience in the resources indust

Before joining Trevali, he was COO of Vale Base Metals North Atlantic and prior to that, he was president and COO of South32 Australia, overseeing operations in Australia and Colombia.

“We are thrilled to welcome Ricus Grimbeek as Trevali’s president and CEO,” said Trevali chairperson Jessica McDonald.
Zinc market records deficit in January to July 2019 - WBMS

World Bureau of Metal Statistics announced that The zinc market was in deficit by 6 kt during January to July 2019 which compares with a surplus of 64 kt recorded in the whole of the previous year. Reported stocks increased by 11 kt during January to July with a net increase in Shanghai of 20 kt over the period. LME stocks fell again in July and closed 50 kt below the December 2018 level. LME stocks represent 14 per cent of the global total with the bulk of the metal held in US and Dutch warehouses.

Global refined production rose by 0.7 per cent and consumption was 4.2 per cent higher than the levels recorded one year earlier. Japanese apparent demand was, at 295.8 kt, 4.3 per cent below the equivalent total for January to July 2018.

World demand was 319 kt higher than for January to July 2018. Chinese apparent demand was 3676 kt which is 47 per cent of the global total. No allowance is made in the consumption calculation for unreported stock changes.

In July 2019, slab zinc production was 1155.8 kt and consumption 1153.1 kt.

Source : Strategic Research Institute
S&P Trims Zinc Price Forecasts

S&P Ratings said that slowing growth along with the expectation of new low-cost production coming into the market, led to its reducing zinc price forecasts to USD 2300 a tonne. S&P said the gloomier economic prospects and expectation of low rates should favor gold prices, leading it to increase its price assumption up to USD 1400 per ounce in 2020 and 2021.

This comes as zinc prices rose to a two month high of USD 2440 a tonne on concerns that the shutdown of Vedanta Resources’ Skorpion zinc operations in Namibia from early November to the end of February 2020 would impact supply.

Source : Strategic Research Institute
World Zinc Production and Consumption - DIIS

Australia’s Department of Industry, Innovation and Science’s Resources and Energy Quarterly December 2019 said “Refined zinc consumption estimated to decline weakly in 2019. Demand for refined zinc has been adversely affected by trade tensions 3nd slow industrial production in 2019. Zinc's main use is in protecting steel and other metals used in the construction, transport and manufacturing industries, so decade-low global growth and weaker manufacturing activity have taken their toll on metal usage. While Chinese demand for refined zinc has picked up after declining in 2018, and the United States looks set to report more than 5.0 per cent growth for 2019, this has been offset by diminished demand in Japan, Europe and India. As a result refined zinc demand is expected to fall by 0.3 per cent in 2019 to 13.6 million tonnes.

The demand outlook for 2020 and 2021 is one of subdued growth. World steel production is forecast to grow slowly over the outlook period, increasing by around 1 per cent between 2019 and 2021. Refined zinc consumption should follow suit

Refined zinc consumption estimated to decline weakly in 2019 anticipated to increase by 286.000 tonnes from 2019 to 2021 or an average of .9 per cent a year. China, India and other Asian economies are expected to drive this growth; elsewhere metal usage is likely to decline.

Emerging markets to play starring role in rising zinc consumption. Developing Asian economies are forecast to play the main role in fuelling zinc consumption over the outlook period. China's economy is expected to grow at 5.5 to 6.0 per cent over the outlook period, almost double the global average, and this should spur zinc usage. Other Asian economies, including India, Vietnam and Thailand, are also expected to consume considerable quantities of zinc over the outlook period, as rising urbanization and industrialization lead to greater use of galvanised steel. Refined zinc consumption growth is forecast to average 2.5 per cent in China, India, and developing Asia from 2019 to 2021.

India has high potential for zinc usage, and is forecast to show the greatest growth in demand over the outlook period. India's per capita consumption of zinc is only 30 per cent of the world average of 2.0 kg per person, and the government has indicated interest in promoting greater use of the anti-corrosive and therefore more sustainable metal.

Indian resources company Vedanta Limited has also indicated intentions to become the world's top zinc producer by 2022 through its subsidiaries Hindustan Zinc 3nd Zinc International. Moreover, the country has ambitious steel-production targets, aiming to more than double annual steel consumption to 255 million tonnes by 2030. While the country will need to overcome a number of challenges to achieve this, it has already become a pivotal player in global steel production, and is forecast to grow production by an average of 6.3 per cent from 2019 to 2021.

In the rest of the world, refined zinc usage has fallen in 2019. In Germany, usage is estimated to have declined by 11 per cent from 2018 driven in part by a deceleration in automotive production. Usage in the United Kingdom is forecast to fall by 10 per cent, after the second biggest steel producer. British Steel, entered insolvency in May. In Japan, usage is forecast to fall by 2 per cent from 2019 as a result of a weakening manufacturing sector.

While European monetary policy may help to boost economic growth in the Eurozone, the outlook for refined zinc usage outside of developing Asi3 is fairly sombre. Consumption of the metal is therefore forecast to decline by an average of 1.0 per cent to 2021

China likely to continue to use large amounts of zinc, but risks have risen China accounts for around half of global zinc and steel consumption, and its appetite for zinc remains large. In the September 2019 Resources and Energy Quarterly, refined output growth was forecast to grow only marginally, as a result of poor first half results. While zinc consumption has picked up on the back of an unexpected jump in manufacturing activity in the August to October period, Chinese metal usage is still only estimated to have grown by 0.1 per cent in 2019. Trade tensions, which have impacted manufacturing activity and business confidence as well as a slowing economy, appear to be the main causes.

Chinese refined zinc usage is forecast to pick up in 2020 growing to 0.8 million tonnes. Chinese output is expected to grow again in 2021. However, there is a degree of uncertainty surrounding the pace of China's economic growth. While the government is implementing economic stimulus measures, in an attempt to offset the impacts of trade frictions, these efforts are likely to be more restrained than previously.

China also has to contend with economic challenges of a deeper, structural nature, such as mounting consumer debt, an ageing population, and low productivity, which complicate future growth prospects. Notwithstanding this, China's rate of GDP growth remains robust and will likely continue to be one of the highest in the world, averaging between 5.5 and 6.0 per cent over the forecast period. This growth should sustain zinc demand growth, though perhaps not at previous rates.

Deel 2:


Zinc mine production growth in 2019 has been revised down from 4.4 percent to 1.5 per cent compared to the September 2019 Resources and Energy Quarterly, due to weaker than expected production in the first half of the year. However, output is expected to rise by 7.3 per cent in 2020 to 13.8 million tonnes, equating to an extra 937,000 tonnes of concentrate in the world market. It is then forecast to slow to 1.1 per cent in 2021. China should comfortably retain its position as the number one producer of mined output, though its output growth will slow from 2019 to 2021.

Australia is at the forefront of world output growth, expected to contribute an average of 1.3 million tonnes per year to global supply over the outlook period. Most of this growth is weighted towards 2019 when mined production is estimated to have surged by 30 per cent. African production is expected to grow by 25 per cent in 2020 to 738 thousand tonnes of mined zinc, mainly as a result of the ramp of Vedanta's Gamsberg mega mine. Kazakhstan too will step up 3S a global zinc producer, with three new reported mining operations estimated to add total capacity of 355,000 tonnes per year to the global market 3S they open over the next 3 years.

2019 has not delivered in terms of the high zinc output expected at the start of the year, with delayed projects and weaker performance from big mines seeing expected growth falling from 7 per cent, as forecast in the March 2019 Resources and Energy Quarterly, to 1.5 per cent. Peru, the world's second biggest zinc producer, decreased output by 7 per cent in the first nine months of 2019. Mexican production was also affected by two blockades at Newmont Goldcorp's large Periasquito mine. Meanwhile, Indian production growth has also been weaker as number of mines navigates the transition from open pit to underground mining.

2019 has been marked by smelter outages, but output should rise in 2020. In the last few months, Chinese smelter output has ramped up, fuelled by record high spot processing and treatment charges, prices charged by smelters for the cost of refining concentrates into pure zinc, and the increasing availability of concentrates. As a result, Chinese refined zinc output is expected to grow by 5.6 per cent this year to 6.1 million tonnes.

Outside of China, refined zinc metal supply has suffered a number of setbacks in 2019. Canada's Teck Resources, one of the world's biggest zinc producers, is estimated to have lost between 20.000 and 30,000 tonnes of metal production from its Trail smelter, as a result of an electrical equipment failure in August. Earlier in the year, Africa's largest zinc refinery Skorpian Zinc, was shut for five weeks because of a strike. Now Skorpi3n will be closed by its Indian owner Vedanta, from November through to the end of February 2020 as a result of a reduction in ore from the open-pit Skorpian mine. Prior closures in Russia and the United States have also h3d an impact, as they have reduced refining capacity.

Nonetheless, rising Chinese production should be enough to tip global refined production into positive growth in 2019. after four years of decline. This trend should continue over the forecast period: total refined output is predicted to grow by 3.5 percent to 13.3 million tonnes in 2020 and then by 1.1 percent in 2021 to 14.0 million tonnes.

India is expected to have the largest growth in refined output, a forecast 16.3 per cent rise from 2013 to 2021 to 863,000 tonnes, or 7.6 per cent.

Voor cijfers, zie pdf.

Source : Strategic Research Institute
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