CMI: Đặt tham vọng lớn trong quý 4.............đang 8x....trên đường về 15x.....vào tết Nguyên đán

200%
Kiến nghị ban biên tập đổi tên chủ đề cho nó phù hợp là Đặt tham vọng lớn trong Quí 4....Cmi .trên đường về 25x hoặc 20x vào Tết Nguyên đán hay để ăn Tết nguyên đán.

Hehe mai CMI sẽ thế nào các bác?

Lại thêm tiền mua CMI này các bác
http://*********.vn/2013/12/thanh-lap-quy-50-trieu-usd-dau-tu-vao-ttck-viet-nam-830-323610.htm

Sẽ đi xuyên Vũ trụ

Platts monthly average iron ore prices, February 2013 ($/dmt)

IODEX: Iron ore fines 62% Fe 154.79 $/dtm
CFR North China 63.5/63% Fe CFR North China. 156.04 $/dtm
65% Fe CFR North China. 163.26 $/dtm
58% Fe CFR North China. 136.47 $/dtm
52% Fe CFR North China. 109.97 $/dtm
Per 1% Fe differential (Range 60-63.5% Fe). 2.57 $/dtm

http://www.platts.com/IM.Platts.Content/ProductsServices/Products/PlattsSteelRawMaterialsMonthly.pdf

-----------------

Bảng trên tham khảo để thấy mỗi 1% thay đổi hàm lượng sắt thì sẽ làm thay đổi tương ứng 2.57 $ về giá. Nên nếu giá tinh quặng sắt hàm lượng 62% Fe giá 136 $/tấn thì quặng hàm lượng 65% sẽ có giá 139.7 $/tấn hay tương đương tăng 160 ngàn đồng/tấn.

Như quặng của DHM hàm lg 52% thì giá tinh quặng giảm 520 ngàn đ/tấn so với quặng hàm lg 62%. Thế nên quý 3/2013 DHM bán 30k tấn quặng lãi mấy cũng là điều dễ hiểu.

December 02, 2013 Iron Ore Daily Edition

TSI Iron Ore Reference Prices

Iron Ore Fines, Chinese Imports (CFR Tianjin Port) 1-Day Change 1-Week Change 4-Week Change Low* High*
62% Fe (US$/dry tonne) 136.8
0.4 +0.3%
0.3 +0.2%
1.0 +0.7%
110.4 158.9
58% Fe (US$/dry tonne) 124.0
0.6 +0.5%
1.3 +1.1%
3.0 +2.5%
100.7 146.6
*past 12 months


Iron Ore Reference Prices - Chinese Imports (US$/dmt)

Today's Iron Ore Market
A stronger-than expected official manufacturing PMI number and expectations of steady economic growth in China off the back of recent reforms contributed to better sentiment today, as well as buoying steel prices across the country. Nevertheless, trading of seaborne spot iron ore was fairly thin. An Australian miner sold two cargoes across globalORE: one shipment of 62% Fe iron ore fines under the “MNP” category at 137, and one of 58% “LAPS” fines at 124.4. Both were for cargo destined to arrive in China in the first half of January. Some private offers for spot cargoes were lifted by 0.5-1 dollars. Prices at Chinese ports were little-moved, with transactions taking place at last week’s levels. Billet prices in Tangshan dropped RMB 10/t in the morning but gained RMB 20/t in the afternoon. Spot rebar, as well as rebar futures, firmed by a similar amount. All prices US$/dmt CFR China unless otherwise stated.

Platts Top Iron Ore News Headlines
December 02, 2013

- Atlas Iron makes smaller profit despite ore export rise
- Tangshan Port’s iron ore handling volume rises 11% in H1
- Fortescue locks in pre-payment for iron ore supply deals
© Platts 2013

Indicative Freight Rates to China (US$/tonne)

TSI 62% Fe Average Price (US$/dry tonne)
Jul-13 MTD Nov-13 Oct-13 Sep-13 Aug-13
136.80 136.32 132.57 134.19 137.06
Q3'13 MTD Q3'13 Q2'13 Q1'13 Q4'12
134.46 132.57 125.76 148.20 120.58

TSI 62% Fe FOB Net Back / Implied Europe CFR (US$/dry tonne)
Implied FOB Implied CFR Europe Implied CFR Europe QTD
Brazil 112.72 125.32 124.76
W.Australia 124.61
India 121.58

TSI Supplementary Iron Ore Reference Prices

Iron Ore Fines, Chinese Imports (CFR Qingdao Port) 5-Day Average MTD Average QTD Average Q-1M To Date*
62% Fe, 2% Al (US$/dry tonne) 137.6 137.2 -0.1% 137.6 +0.2% 135.4 +1.4% 135.7 +20.0%
63.5/63% Fe (US$/dry tonne) 139.3 139.0 -0.1% 139.3 +0.2% 137.1 +1.6% 137.2 +20.6%
* 3 month period comprising the final month in the preceding calendar quarter and the first two months of the present calendar quarter.

Full specifications for all indices are shown on page 3. The supplementary reference prices are provided as the basis for index-linked pricing arrangements, in response to requests from industry participants. They are non origin specific and are derived from the same transaction data sample as TSI's headline 62% Fe index, with appropriate value-in-use adjustments made for Fe content, Alumina content and delivery port. Financial forward contracts settle against TSI's headline 62% Fe index.



To view full price histories, different currencies and units over time periods of your choice, log-in to TSI Price Analyser www.thesteelindex.com/



© Copyright The Steel Index 2013

https://www.thesteelindex.com/be/pdf_settings/view.php?lng=en&id=10

Bác nào pót giúp trang tài liệu từ đg link:
https://www.thesteelindex.com/be/pdf_settings/view.php?lng=en&id=10

December 02, 2013 Iron Ore Daily Edition

TSI Iron Ore Reference Prices

Iron Ore Fines, Chinese Imports (CFR Tianjin Port) 1-Day Change 1-Week Change 4-Week Change Low* High*
62% Fe (US$/dry tonne)136.8
0.4 +0.3%
0.3 +0.2%
1.0 +0.7%110.4 158.9
58% Fe (US$/dry tonne)124.0
0.6 +0.5%
1.3 +1.1%
3.0 +2.5%100.7 146.6
*past 12 months


Iron Ore Reference Prices - Chinese Imports (US$/dmt)

Today's Iron Ore Market
A stronger-than expected official manufacturing PMI number and expectations of steady economic growth in China off the back of recent reforms contributed to better sentiment today, as well as buoying steel prices across the country. Nevertheless, trading of seaborne spot iron ore was fairly thin. An Australian miner sold two cargoes across globalORE: one shipment of 62% Fe iron ore fines under the “MNP” category at 137, and one of 58% “LAPS” fines at 124.4. Both were for cargo destined to arrive in China in the first half of January. Some private offers for spot cargoes were lifted by 0.5-1 dollars. Prices at Chinese ports were little-moved, with transactions taking place at last week’s levels. Billet prices in Tangshan dropped RMB 10/t in the morning but gained RMB 20/t in the afternoon. Spot rebar, as well as rebar futures, firmed by a similar amount. All prices US$/dmt CFR China unless otherwise stated.

Platts Top Iron Ore News Headlines
December 02, 2013

- Atlas Iron makes smaller profit despite ore export rise
- Tangshan Port’s iron ore handling volume rises 11% in H1
- Fortescue locks in pre-payment for iron ore supply deals
© Platts 2013

Indicative Freight Rates to China (US$/tonne)

TSI 62% Fe Average Price (US$/dry tonne)
Jul-13 MTD Nov-13 Oct-13 Sep-13 Aug-13
136.80 136.32 132.57 134.19 137.06
Q3'13 MTD Q3'13 Q2'13 Q1'13 Q4'12
134.46 132.57 125.76 148.20 120.58

TSI 62% Fe FOB Net Back / Implied Europe CFR (US$/dry tonne)
Implied FOBImplied CFR EuropeImplied CFR Europe QTD
Brazil112.72125.32124.76
W.Australia124.61
India121.58

TSI Supplementary Iron Ore Reference Prices

Iron Ore Fines, Chinese Imports (CFR Qingdao Port) 5-Day Average MTD Average QTD Average Q-1M To Date*
62% Fe, 2% Al (US$/dry tonne)137.6137.2-0.1%137.6+0.2%135.4+1.4%135.7+20.0%
63.5/63% Fe (US$/dry tonne)139.3139.0-0.1%139.3+0.2%137.1+1.6%137.2+20.6%
* 3 month period comprising the final month in the preceding calendar quarter and the first two months of the present calendar quarter.

Bài này khá hay:
http://openbriefing.com.au/AsxDownload.aspx?pdfUrl=Report/ComNews/20131011/01452330.pdf

Nói về đường cong chi phí, đại loại do CF khai thác và SX tinh quặng sắt trên 1 tấn tại Trung Quốc cao cùng với nhu cầu lớn, có tính quyết định nhu cầu quặng nên giá quặng thế giới khó giảm dưới 110 $/tấn khi 1/3 sản lg SX hiện nay trên TG phải đc thay thế bằng quặng có chi phí SX thấp hơn. Tuy nhiên, quá khứ chỉ ra rằng thời gian và lượng cung mới làm thường k đem lại sự giảm giá như mong đợi do margin lợi nhuận luôn đc đặt ra khi SX.

Xem tài liệu này thì CF SX tinh quặng sắt của CMI tương đương với SX tại Úc và Brazil. Cũng theo BC này thì thay đổi giá khi thay đổi 1% hàm lg sắt là 2.25 $/tấn.