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kolen draad

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nobahamas 21 april 2010 23:46

Goldman sachs geeft een opwaardering van de kolenprijs / kolen aandelen

Alpha Natural Resources, Inc. (NYSE: ANR) (CL-Buy) $64 to $65

Arch Coal Inc. (NYSE: ACI) (Neutral) from $28 to $30

CONSOL Energy Inc. (NYSE: CNX) (Buy) from $53 to $68

Patriot Coal (NYSE: PCX) (Sell) from $22 to $23

www.streetinsider.com/Analyst+Comment...,+Raises+Targets+On+Several+Coal+Stocks+(ANR,+ACI,+CNX...)/5549585.html

Wie belegd er in deze aandelen, en wat is je mening?
Heb net wat plukjes gekocht van Consol Energy

haas 21 januari 2011 06:40

THE devastation from recent floods will cost the Australian agricultural sector $500-600 million, while coal exports will take a $2-2.5 billion hit in 2010-11, according to a new report.

'The Australian Bureau of Agricultural and Resource Economics and Sciences says coal exports could fall by 15 million tonnes between December 2010 and March 2011 as a result of the floods.

The figures are, however, just an initial estimate of the impact of the recent floods in Queensland, NSW and Victoria.

The impact of the floods on fruit and vegetables, cotton, grain sorghum and winter crops has been significant, according to the report out today.

But the loss of livestock relative to the size of the national herd and flock has not been as great so far, with the main impact associated with disruptions to transport and other infrastructure support.

ABARES deputy executive director Paul Morris said while it was too early to assess the full impact of the flood, the information in the initial report had been gathered from reliable sources including grain handlers, marketing organisations, agricultural and mining companies, state departments, transport authorities, the Bureau of Meteorology and satellite imaging.

haas 5 juli 2011 05:27

MONGOLIA says it has chosen US miner Peabody Energy, China's Shenhua and a Russian-Mongolian consortium to develop the highly coveted Tavan Tolgoi coal deposit in the south Gobi desert.

Authorities are hoping Mongolia's nascent mining industry -- and the deep-pocketed foreign firms interested in it -- can help pull thousands of people out of poverty in the mineral-rich but still undeveloped Asian country.

The Tavan Tolgoi deposit, 270km from the border with China, contains 6.4 billion tonnes of coal, making it one of the largest coal fields in the world.

About a quarter of the deposit is high-grade coking coal, a key ingredient for steel production, while the rest is thermal coal.

The deal is for developing the western part of the Tsenkhi block of Tavan Tolgoi, which contains mainly coking coal.

State-owned Erdenes Tavan Tolgoi (ETT), set up to manage Mongolia's coal mining interests, owns the rights to mine the block, and will do so with its foreign partners.

The Shenhua group is to have a 40 per cent share, Peabody is to take 24 per cent, and the remaining 36 per cent is to be divided equally between the partners in a Russian-Mongolian consortium, the government said.

haas 11 juli 2011 09:51

AUSTRALIAN coalminer Macarthur Coal today said it had received a takeover offer from Peabody Energy and ArcelorMittal that valued the target at $4.68 billion.

Macarthur, the world's largest producer of the pulverised coal used in some blast furnaces, said that the companies had offered $15.50 a share for the business through a jointly-owned bid company, less the amount of the company's final dividend this year.

"The board makes no recommendation in relation to the indicative proposal but will seek to engage with Peabody and ArcelorMittal in relation to the price and terms," Macarthur said in a statement, as it advised shareholders to take no action.

Peabody offered $15 and $16 for the company in multiple attempts over the last two years, and ArcelorMittal owns 16.07 per cent of Macarthur Coal.

In responses to Peabody's previous offers, another major shareholder, Posco, offered in-principle support while Citic Resources Australia, a division of state-owned Citic Group, said that it was not in a position to make a decision on how to vote its share.

haas 25 juli 2011 07:15

AUSTRALIA'S planned carbon tax will reduce the value of its coal industry by about $8 billion through increased fuel costs and the pricing of mine emissions, energy consultant Wood Mackenzie said today.

In a report on the carbon tax plan announced earlier this month, the group said the impact of the tax on industry costs would be "quite small", but added that companies are still likely to rethink investments as a result of the changes.

The decrease in companies' net present value - the current value of all their future earnings - would range from 2 per cent to 15 per cent, Wood Mackenzie analyst Ben Willacy said, with an average of 4 per cent across the industry equivalent to $8bn of overall net present value.

Australia is the world's biggest coal exporter by volume, and the worldwide carbon output of its coal exports is on par with Germany's domestic greenhouse emission

haas 2 augustus 2011 07:41

MACARTHUR Coal said today it doesn't consider the $4.7 billion takeover bid by Peabody Energy and ArcelorMittal to be hostile and it would continue discussions with the companies and other parties that could lead to a higher bid.

"The bid concerns the strategic value of Macarthur and is in that context welcome," Macarthur chief executive Nicole Hollows said today on a conference call.

Ms Hollows said Macarthur's discussions with Peabody and ArcelorMittal on its $15.50-a-share bid have been "positive and professional" but doesn't think it could recommend the bid because of certain conditions, including that Macarthur not hold talks with other potential suitors.

"If there is a change of control in the current market we believe an open bidding process will achieve the best outcome for Macarthur's shareholders," she said.

The takeover tussle for Macarthur -- the world's biggest miner of pulverised coking coal, a low-cost raw material used to make steel -- underscores how mining companies and steelmakers are scrambling for the resources critical to China and other developing countries as they urbanise and grow their industry

haas 2 augustus 2011 07:42

YANZHOU Coal Mining Co said today it has agreed to buy thermal coal exploration and production assets in Queensland for $202.5 million.

The Hong Kong-listed company said it is buying two companies registered in Brisbane, Syntech Resources Pty Ltd and Syntech Holdings II Pty Ltd, from GS Power Holdings.

The companies operate a thermal coal mine in Queensland's Surat Basin, about 360km northwest of Brisbane, Yanzhou Coal said.

The first stage of the mine's development, now in operation, has an annual commercial coal production capacity of 1.4 million tonnes.

Yanzhou Coal said the second stage of the development will result in an increase of annual capacity to 11.4 million tonnes of commercial coa

haas 2 augustus 2011 07:43

CLIFFS Natural Resources is shopping around its mining expertise to attract new projects, as it looks to increase its growing portfolio of steel-making materials.

Cliffs general manger of exploration Asia-Pacific Craig Moulton told the Diggers & Dealers conference yesterday that the big iron ore miner was "open for doing business".

"If you have a project to develop, approach Cliffs," he said.

"Cliffs is open to doing business in a range of ways. It could be through equity participation, direct acquisitions or joint ventures."

Mr Moulton said althoughCliffs was keen to increase its asset portfolio, it would design any deal to allow the it to walk away if certain milestones were not met.

"We would return complete ownership of the project to the partner for no continued interest but also no ongoing liability,

"We are a mining company, not a short-term investor. A pathway to control is important."

Mr Moulton said Cliffs was focused on the Americas in terms of steel-making commodities and had been fairly ambitious in its growth plans.

"We are investing for the company that we are, with a $50 million exploration budget this year, which will continue and is a fairly significant investment," he said.

" Mongolia and Australia are key focus areas for us.

haas 3 augustus 2011 07:57

Met bovenstaande info heb ik PCY bijgekocht op 0.66

haas 3 augustus 2011 07:57

CHINESE company Yanzhou Coal has boosted its Australian stake with the $202.5 million purchase of the Goldman Sachs-owned Cameby Downs thermal coalmine near Chinchilla.

Yanzhou said yesterday its Yancoal Australia unit, which operates the assets bought in the $3.5 billion takeover of Felix Resources in 2009, had completed the purchase of Goldman's Syntech Holdings, which owns the mine, after Chinese government approval was granted on Monday.

The price was a fraction of the heated speculation that it could fetch more than $1bn.

Cameby Downs was bought in 2007 for $1.2m by Australian Mining Holdings, which shares directors with Syntech. Since then, $250m has been spent on a mine that can produce 1.4 million tonnes of saleable coal a year.

According to Yanzhou, a second stage of the project could boost output by an extra 10 million tonnes. This is down from previously released Syntech plans that said the mine could produce between 15 and 20 million tonnes of export coal a year. Cameby Downs has been exporting through Brisbane since last yea

haas 3 augustus 2011 08:00

Macarthur Coal says it 'has not rejected Peabody bid'

MACARTHUR Coal chief executive Nicole Hollows says the company has not rejected the $4.68 billion cash bid this week by Peabody Energy and ArcelorMittal and is holding back its recommendation to shareholders until an official offer appears

haas 4 augustus 2011 04:15

én waterflood in Dec 2010/Jan 2011 ?
én Co2-Tax DownUnder ?
én goedkopere steenkool buiten Australië ?

én nu ook nog staken ?..........

Six coal mines to go on strike

* By Cole Latimer on 4 August 2011
* 0 comments
*
*

Six coal mines to go on strike

Six BMA coal mines will go on strike for more than 36 hours.

The Single Bargaining Unit has filed its intent to execute work stoppages at six of BMA’s mines this weekend, the CQ News reports.

Peak Downs will initiate stoppages on Saturday, downing tools for 12 hours before Blackwater, Gregory, Goonyella Riverside, Norwich Park and Saraji follow suit on Sunday night.

BMA Crinum coal mine is reportedly the only site that will continue operations.

haas 8 augustus 2011 03:39

RIO Tinto and Japan's Mitsubishi Corp have offered to pay $122 per share to buy out minority investors in Coal & Allied Industries, in an indicative offer that values the Australian coal miner at $10.6 billion.

The joint bid for Australia's sixth-largest coal miner by output is the latest sign that competition for global coal resources is accelerating. Australia's stable political system and close proximity to Asian markets like China and India, where coal demand is booming, is making domestic mines especially attractive.

Peabody Energy and ArcelorMittal early this month launched a $4.7bn bid for Macarthur Coal, which is the world's biggest producer of a low-cost variety of coking coal used in steelmaking. A month earlier, Xstrata offered around $147 million for Canada's First Coal Corp, which holds coking coal exploration licenses in Canada.

Rio and Mitsubishi would end up with stakes of 80 per cent and 20 per cent, respectively, in Coal & Allied if the offer succeeds. The two companies own 75.7 per cent and 10.2 per cent, respectively, of the miner operating in the Hunter Valley of New South Wales

Fund manager Perpetual -- the only other major shareholder, with 6.3 per cent of the stock -- said it would support the bid.

haas 17 augustus 2011 16:15

August 17, 2011
Prophecy Makes New Coal Discovery 17 km From Its Ulaan Ovoo Coal Mine in Mongolia
VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 17, 2011) - Prophecy Coal Corp. ("Prophecy") (TSX VENTURE:PCY)(OTCQX:PRPCF)(FRANKFURT:1P2) (the "Company") announces today that it has intercepted a 19-meter-thickness coal seam at the newly acquired Ilch Khujirt property ("Ilch"). The 4,773-hectare Ilch property is located 17 km northeast of Prophecy's producing Ulaan Ovoo coal mine. It is contiguous to Prophecy's existing exploration license covering 7,392 hectares.

haas 24 augustus 2011 03:30

GLOUCESTER Coal's full-year net profit rose 67 per cent on rising coal prices, higher sales and accounting changes.

Net profit climbed to $54.6 million, from $32.7m in the previous year. The company had offered guidance of $57m-$59m in a market update earlier this month.

On the underlying basis preferred by equity analysts, which excludes one-off and accounting items, net profit for the year to June 30 came to $61m, compared to $36.4m the previous year.

Management declared no dividend. It hasn't paid any dividend since the 13.5 cents proposed at the interim results in 2009.

Revenue in the period came to $306.6m, up 34 per cent from $229.3m the previous year.
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MACARTHUR Coal posted a 93 per cent rise in full-year net profit today, thanks to a sharp rise in the price of its products and a one-off gain from selling part of its stake in a mine.

Net profit jumped to $241.4 million, from $125.1m the previous year, compared to coal miner’s guidance of $240m-$260m given in a May update.

The company is the world's largest producer of pulverised coking coal, or PCI, a low-cost variety used in steelmaking blast furnaces. It is the subject of a joint cash bid by the world's largest listed coal miner and steelmaker -- respectively Peabody Energy and ArcelorMittal -- that values the company at $4.73 billion.

Heavy summer rains in Queensland's Bowen Basin this year caused prices of coking coal to spike, with key benchmarks for the highest-quality hard coking coal being set as high as $US330 a tonne and PCI hitting a record $US275 a tonne in the June quarter

haas 25 augustus 2011 05:22

gaat er stevig aan toe bij de steenkolenboeren,bod van 15.50(MT-Pea) is te laag........en de steenkool DownUnder is nog niet eens opgedroogd na de watervloed van dec/jan.....................

MACARTHUR Coal shares have crept above the effective bid price of the joint Peabody Energy and ArcelorMittal bid for the first time since markets slumped earlier this month, as the Queensland miner said it remained in talks with potential rival bidders.

Macarthur still has not told shareholders to reject the month-old, $4.7 billion cash tilt from Peabody and ArcelorMittal, saying it remained undecided on the best course of action for investors.

The Brisbane-based miner said yesterday 2010-11 full-year underlying net profit rose 2 per cent to $142.4 million, as higher coking coal prices offset lower production after Queensland's summer floods.

The result was under market expectations of $144m.

Net profit including extraordinary items rose 93 per cent to $241.4m because of sales of partial stakes in the Codrilla and Middlemount coal projects.

The company stuck to its well-worn line that it was in continuing discussions with a number of parties on proposals that might result in a better offer.

haas 29 augustus 2011 14:51

August 29, 2011
Prophecy Secures Coal Offtake Agreements for 2011
VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 29, 2011) - Prophecy Coal Corp. ("Prophecy") (TSX VENTURE:PCY)(OTCQX:PRPCF)(FRANKFURT:1P2) (the "Company") announces today that it has signed coal sales agreements with Mongolian and Russian buyers totalling 92,000 tonnes.

In particular, 22,000 tonnes of coal have been sold to Energy LLC, a company registered in the Buryatia Republic of the Russian Federation. This coal will be consumed in local Buryat power stations and boilers. During the next 60 days, the coal stockpiled at Sukhbataar rail station will be loaded and railed cross-border into the Republic of Buryatia in Russia via Naushki. Energy LLC had imported a landmark trial shipment from Prophecy in June.

The remaining four coal purchasers are two local Mongolian companies and two Mongolian government power plants, committing to buy a minimum of 70,000 tonnes to be delivered in 2011. Prophecy expects to deplete its coal stockpile and operate continually to meet the off take commitments.

John Lee, CEO and Chairman of Prophecy Coal states: "Ulaan Ovoo's clean coal with its low ash (8%) and sulphur (0.5%) is highly desired. We are making steady and solid progress to establish Ulaan Ovoo as a recognized coal supplier in local and international markets."

Ulaan Ovoo is now operating on 100% Company owned new mining fleet and coal transportation trucks.

The Company would like to thank the Mongolian local community and government in helping turn Ulaan Ovoo into a successful mine and reaffirm its commitment to supply coal to local power plants this coming winter.

haas 29 augustus 2011 22:52

THE board of Indian company GVK will meet within a week to endorse the $2.2 billion purchase of Hancock Coal's two coalmines and associated infrastructure in the nascent Galilee Basin minefield.

The two companies have been in exclusive talks since February and the deadline has been extended twice.

India's Economic Times reports that the sale is imminent. If the sale goes ahead, GVK will join another Indian company, Adani, as the biggest coalminer in the Galilee Basin, with local billionaire Clive Palmer holding the only other tenement of similar size in the area about 400km inland from the coast.

According to banks involved in the deal, GVK will pay $1.3bn for the two Hancock mines in the Galilee Basin, Alpha Coal and Kevin's Corner, as well as $900 million for rail and port infrastructure.

Hancock is well advanced in plans to build a 500km railway from the Galilee Basin to the coal port of Abbot Point, where it has been allocated a coal storage and loading facility.

GVK Power operates ports and power stations in India, and like Adani is looking at running a totally vertically integrated operation, under which it will operate not only the mine but the entire supply chain back to India.

India has large coal deposits of its own and about 10 per cent of the world's coal reserves, but its rapid growth means it is looking overseas for reliable supplies for its growing list of mostly coal-fired power stations. Australia, Indonesia and Africa are high on the list of likely suppliers.

GVK last year made a bid for Griffin Coal's holdings in Western Australia, but was edged out by fellow Indian company Lanco Infratech, which paid $800m for the holdings.

Hancock's two mines in the Galilee Basin have a total resource of more than 7 billion tonnes of coking coal, and both have the capacity to produce 30 million tonnes of coal each year for 30

haas 31 augustus 2011 22:55

BHP Billiton's board has signed off on an extra $US367 million ($343m) for NSW coal infrastructure to support a planned expansion of one of its mines.

BHP said the investment was its share of the funds for the third stage of development of the Newcastle Coal Infrastructure Group coal handling facility, which would increase capacity at the city's coal terminal from 53 million tonnes per annum to 66mtpa.

The company said the expansion would increase BHP's allocation at the facility -- in which its subsidiary Hunter Valley Energy Coal is a 35.5 per cent shareholder -- by a further 4.6mtpa to 19.2mtpa. The extra allocation would support expansion of the Mt Arthur coalmine, about 5km south of Muswellbrook in the upper Hunter Valley.

"We are steadily growing the Mt Arthur mine and evaluating the development of Caroona. This port expansion underpins the future of these two sites," BHP Billiton energy coal president Jimmy Wilson said.

haas 2 september 2011 01:16

weeral steenkoolboer nieuws............en evt overname..............

MINING magnate Gina Rinehart has taken a small stake in listed coal explorer Carabella Resources, sparking speculation she is planning a takeover bid to expand her interests in Queensland.

Shares in Carabella shot up 5.5 per cent to $2.10 yesterday after the company outed Mrs Rinehart as a shareholder.

The company -- which has a market value of $260 million -- has been the subject of takeover rumours, with fund managers suggesting Indian giant Adani Group as the most likely buyer.

Carabella said yesterday an analysis of its share register had shown a company called Timeview Enterprises had bought 917,434 shares, representing 0.74 per cent of the Brisbane-based miner's stock

Carabella holds 10 coal tenements in Queensland's Bowen, Mulgildie, Clarence-Moreton and Eromanga basins.

Hancock Coal is planning to develop major projects in the state's nascent Galilee Basin.

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