Yg pasti still PROFITABLE pak, kalo nggak 10 juta USD aja juga pasti nggak mau keluar... Tul nggak? Invest 4 milyar dollar cuma utk menderita rugi? Kalo trader ritel mungkin (krn kita bodoh, kurang info, dll.)...but not them for sure.
2008/9/5, Kabu Nusi <[EMAIL PROTECTED]>: > > > Mungkin: mereka punya modal besar yg harus diputar dan mining still good > business to do so? > Gov Indo kan selalu bilang alasan kenapa bangsa kita ndak ngelola mining > sendiri, karena ndak ada modal :) > > > > --- On *Fri, 9/5/08, Rei <[EMAIL PROTECTED]>* wrote: > > From: Rei <[EMAIL PROTECTED]> > Subject: Re: [obrolan-bandar] Nickel > To: obrolan-bandar@yahoogroups.com > Date: Friday, September 5, 2008, 2:15 AM > > Kalo nickel melemah terus dan dgn adanya pig iron nickel yg menjadi > "substitusi" real nickel, *kenapa* raksasa2 macam BHP Billiton masih mau > mengeluarkan uang milyaran dollar buat tambang nickel baru? Harga melemah > terus, prediksi dari para "ahli" bla...bla...bla... > Wise to follow the big money...? Any comment on this? > > > 2008/9/5, gdbrook <[EMAIL PROTECTED]>: >> >> copied paste: >> >> The high cost of production and the lack of new mining/smelting >> projects in the pipeline have long been discussed as factors >> supporting nickel's dramatic LME price drop over the past year. But, a >> new Deutsche Bank quarterly commodities report suggests that the >> substitution threat from nickel pig iron, especially in Asia, was "a >> main driver of the nickel price crash" from $16.88/lb in 2007 to >> $12.38 at mid-2008. Stronger second-half demand from Chinese specialty >> steel mills and lack of new smelted nickel production are expected to >> support an annual average of $13.40 this year, according to the bank's >> report. >> >> But the price outlooks for 2009 range from $14–15 for the bulls who >> see a pickup in 2009 global stainless steelmaking to $11–12 from the >> bears. They aren't convinced that a global economy pickup will occur >> until 2010 so next year's stainless steelmaking will stay pretty >> stable and there could be some new supply "to fill a persistent supply >> deficit," says the Deutsche Bank report. The Santa Rita nickel project >> in Brazil, said to become the third-largest open pit nickel mine in >> the world, will be producing halfway through 2009, says the owner, >> Australian producer Mirabela. However, production isn't scheduled >> until 2010 for the Kennecott Eagle $300 million nickel mine in >> Michigan, and BHP Billiton's $4 billion nickel project on Gag Island >> off the western tip of Papua New Guinea still is in early development. >> >> ------------------------------------ >> >> + + >> + + + + + >> Mohon saat meREPLY posting, text dari posting lama dihapus >> kecuali diperlukan agar CONTEXTnya jelas. >> + + + + + >> + +Yahoo! Groups Links >> >> >> >> > > >