Der Minensektor wird sich auf steigende Preise für Equipment und Energie einstellen müssen. Die AISC werden steigen und das sicher nicht nur bei Polymetal. Mir kommt vor alles steigt, nur der Goldpreis zeigt keine Stärke. Geht es hier wirklich demnächst auf < 1000 Pence?
Polymetal warns chip shortage set to hit mining sector
Russian gold miner expects problem afflicting car industry to hit makers of mining vehicles and machinery
The chip shortage squeezing global carmakers is set to spread to the
natural resources sector, the chief executive of Russian gold miner
Polymetal has warned, adding to inflationary pressures already
afflicting the industry.
Vitaly Nesis said supply-chain problems facing the likes of Toyota would soon hit makers of mining vehicles and machinery.
“Toyota is not special, the chip shortage is very real,” he told the
Financial Times. “I’m worried . . . I think this is a major risk.”
The comments come as the global mining industry grapples with higher
costs for raw materials such as diesel and steel, as well as wage
inflation. Fellow Russian miner Polyus recently said it expected its
costs to increase in the second half of the year due to “ongoing
inflationary pressures”.
Polymetal, a member of the UK’s benchmark FTSE 100 index, said last week
its capital spending would rise a further 25 per cent this year, partly
to pre-order mining equipment such as trucks, loaders and drill rigs.
There was already a “palpable sense of threat” among suppliers of mining vehicles, Nesis said.
“Seeing the global wave of deficits we took the steps to kind of
pre-empt the likely issues with the shortage of mining equipment,” he
said. “We are scared of what’s going on . . . If the shit hits the fan
it will be really painful.”
Polymetal said it now expected to spend $675m to $725m this year. The
company is already battling higher costs for construction and labour, as
well as for materials such as cement and plastics.
The group has had to fly workers from St Petersburg to its mines in the
far east of Russia because of border restrictions that prevented people
arriving from Central Asia, Nesis said.
Price increases had already become apparent in the market for control
instruments such as sensors used in processing plants, Nesis added, with
Polymetal already having to offer a “significant premium” to secure
them.
The chief executive told analysts recently that he did not expect “any relief” from inflationary pressures in the near future.
Shares in Polymetal fell about 3 per cent last week to trade at 1,488p
Quelle: Financial Times
Das Management hat die letzten Jahre gut gearbeitet und die Prognosen wurden immer konservativ angesetzt. Ausserdem haben sie 300 Mio an Cash. Sehr viel bessere australische Produzenten wirst Du nicht finden.
Der Minenmarkt ist doch seit langem irrational. Gestern wurde der Tagesgewinn bis zum Handelsende auch wieder komplett abgegeben.