CVRD INCO Goro New Calidonia construction cost naik
40% signifikan bisa jadi ditunda sampai 2011. Rame2
LSM appeal ke Supreme Court Prancis.
Saya sudah bilang di milis saya punya feeling Nickel
bakal all time high di 2008 bukan tahun ini.
ANTM dan INCO ke2nya saya suka. Nggak bakal saya lepas
utk ANTM sampai 2008 (terakhir beli 5500), INCO bisa
60000-70000 bahkan 80000 (kalo split lebih gampang).
--- Ryan <[EMAIL PROTECTED]> wrote:
> perlu diingat bahwa supply nickel dunia juga akan
> bertambah dengan beroperasinya 2 proyek di 2008 :
>
> BHP's Ravensthorpe (1st quarter 2008), dengan
> kapasitas produksi 50.000ton/tahun
> CVRD-INCO Goro Project (end of 2008), dengan
> kapasitas produksi 60.000ton/tahun
>
> kedua proyek tersebut tengah dalam proses konstruksi
>
> in the mean time, dari sekarang at least sampe 2008,
> supply nickel dunia masih defisit.
>
> so.. enjoy the ride guys. saya pribadi lebih suka
> ANTM daripada INCO (yang memiliki bottleneck di
> kapasitas produksi-nya, at least hingga
> beroperasinya karrebe dam project di 2011 - itu juga
> kalo proyeknya jadi jalan, masi ada masalah
> lingkungan hidup). pasca komersialisasi Feni III,
> nickel business accounts for approximately 75%-80%
> the company's overall sales, while gold shrinks to
> just 10%-15%.
>
> Ryan Ariadi Suwarno
> Research Dept.
> PT Dongsuh Kolibindo Securities
> Graha Irama Building Unit 6 D
> Jl. HR Rasuna Said Kav 1&2
> 5261326
>
> ----- Original Message -----
> From: Teddy Halim
> Sent: Tuesday, February 20, 2007 8:14 AM
> Subject: [saham] Sumitomo Metal to boost nickel
>
>
> advertisement
>
> Monday February 19, 6:22 PM
> Sumitomo Metal to boost nickel production by
> 2013
> TOKYO, Feb 19 (Reuters) - Major Japanese
> metals smelter Sumitomo Metal Mining Co. said on
> Monday it aims to nearly double its nickel output by
> 2013 to catch up with global majors such as Norilsk
> , the world's top producer.
> Sumitomo Metal plans to boost output
> capacity of nickel, a key ingredient in stainless
> steel, to 100,000 tonnes a year by 2013, from the
> current 56,000 tonnes.
>
> Sumitomo Metal President Koichi Fukushima
> told a news conference the company was planning to
> spend about $1.2 billion to build a new 30,000-tonne
> nickel plant to produce the raw material outside
> Japan.
>
> Fukushima said the plant would be built in
> either Indonesia, the Philippines or New Caledonia.
> Construction is scheduled to begin in 2009 and
> operations to start in 2012.
>
> The plant will adopt a high-pressure acid
> leach method, which is already in use at its Coral
> Bay plant in the Philippines.
>
> The method enables recovery of nickel and
> cobalt from low-grade nickel oxide ore.
>
>
>
>
>
> Fukushima said details will be formally
> disclosed after the start of the new business year
> in April.
>
> Coral Bay Nickel Corp. started commercial
> production of nickel and cobalt in April 2005 at a
> plant that is now producing 10,000 tonnes of nickel
> and 700 tonnes of cobalt yearly.
>
> Last year the company said it would build a
> second plant at Coral Bay, doubling nickel output to
> 20,000 tonnes a year.
>
> Coral Bay Nickel is 54 percent owned by
> Sumitomo Metal Mining. Its Japanese partners Mitsui
> and Co. and Sojitz Holdings Corp. each have 18
> percent stakes.
>
> Rio Tuba Nickel Mining Corp., with 10
> percent, is the Philippine partner in the project.
>
> Tight supply conditions have been boosting
> nickel prices.
>
> Last week, benchmark nickel futures on the
> London Metal Exchange hit a new record high of
> $39,350 a tonne, triggered by a drop in available
> stocks in LME warehouses to less than half a day's
> global consumption.
>
> Besides Sumitomo's nickel production plan,
> the company plans to spend $1.2 billion by March
> 2010, including in the metal products business.
>
>
>
>
>
>
>
------------------------------------------------------------------------------
>
>
>
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