Me puse a jugar con el tema y empecé a hacer una notita que nunca terminé pero aquí hay algunos párrafos por si te interesan... Un abrazo M
Aquí está siempre la cotización diaria del cobre pero hay que picarle hasta encontrar copper
Temen ejército en Cananea cuando precio de cobre se dispara
El Segundo Tribunal Colegiado en materia de trabajo del Distrito Federal negó ayer el amparo al sindicato minero para terminar su relación laboral con Mexicana de Cananea, de Grupo México, a tres días que la publicación especializada Mineweb informó que la multinacional dijo tener la mayor cantidad de reservas de cobre del mundo.
“Con la integración de Asarco (la productora de cobre de Tuczon, Arizona) G México se posiciona como la compañía número uno a nivel mundial en reservas de cobre… delante de Codelco y Freeport y reafirma su posición como uno de los principales productores de cobre extraído de la mina y refinado”, informó el grupo según Mineweb.com TIENES LA NOTA ORIGINAL EN INGLÉS AQUÍ ABAJITO
Antes del anuncio del tribunal los abogados del gremio, Marco Antonio del Toro y Néstor de Buen, alertaron que la Junta Federal de Conciliación y Arbitraje autorizó ya que el Ejército Mexicano entre a la mina de Cananea arguyendo presencia de explosivos, motivo por el cual los trabajadores reforzaron la vigilancia y la dirigencia sindical responsabilizó al Presidente Felipe Calderón de un posible estallido social allí.
ME ENCONTRÉ A JUAN RAMÓN JIMÉNEZ DE YUMKA. COM Y ME PUSE A JUGAR CON ESTA CITA. SEGURAMENTE ESCRIBIÓ ALGO INTERESANTE...
“Los sonorenses no se van a dejar si el ejército entra en la mina, además Cananea es un pueblo muy pequeño, va a haber solidaridad con los mineros y situaciones muy peligrosas. De por sí la estabilidad del país está agarrada con alfileres, si hubiese una intervención militar allí se viene un problemón de pronóstico reservado”, dijo Juan Ramón Jiménez, quien fue director de Minería y Metalurgia en la ex Secretaría de Energía y Minas.
Ayer el precio del cobre se disparó de menos de 3.010 dólares a las 9:05 a.m. hasta más de 3.130 dólares por onza a las 15:05 p.m., informó la firma especializada Kitco. Y el lunes, al reportar sus resultados financieros, Grupo México anunció inversiones por 3.85 mil millones de dólares para producir 490 mil toneladas más de cobre al año, arriba de su producción de 342 mil toneladas.
“Las inversiones están suspendidas hasta que la compañía cuente con las condiciones laborales y con la disponibilidad de energía a precios competitivos que se requieren para llevar a cabo estos proyectos”, informó Grupo México según la edición del lunes de Mineweb.com.
¿COMO VES ESTO QUE DICE JIMENEZ? Jiménez estimó que el hecho revela también los reacomodos de los cuadros del PAN rumbo a la carrera presidencial del 2012 con el Secretario del Trabajo Javier Lozano a la ultraderecha del partido, alguien como el Secretario de Gobernación Fernando Gómez Mont al centro, “a pesar de su renuncia al partido” y alguien como Santiago Creel en el ala moderada.
Lozano, abundó, tiene la tendencia a generar crisis para convertirse en un funcionario indispensable para Calderón y de ese modo subir sus puntos rumbo a las próximas elecciones presidenciales.
Además el grupo reportó ganancias netas consolidadas de 887 millones de dólares u 11 centavos por acción en 2009, abajo 189 millones de lo reportado en 2008 cuando logró ganancias netas de mil 076 millones de dólares o 14 centavos por acción.
Grupo Mexico predicts growth in copper and other metals, reversing upward inventories trends
With the re-acquisition of U.S. copper miner Asarco, Grupo Mexico claims it is now the world's top company in terms of copper reserves.
Posted: Monday , 08 Feb 2010
RENO, NV -
Mexico City-based mega-miner Grupo Mexico expects 2010 will be "a year of consolidation for copper and for our other metals due to the anticipated growth of the manufacturing sector worldwide, recovery in American, European, and Asian demand, and the continued Chinese consumption."
"These factors are expected to start a reversal of the upward trend in inventories over the coming months," the company said in its financial results.
Grupo forecast that its Mining Division (which now includes U.S. copper miner Asarco) is expected to produce 720,000 tons of copper this year without including any production from Mexico's Cananea copper mine, which remains closed because of a lengthy labor dispute.
Copper production for 2008 was 496,022 metric tons, a 1.5% increase over 2008 production. "This increase is the result of our strict operating focus and improved ore grades at La Caridad [in Mexico] and [Peru's] Toquepala mines," the company said in its financial results release.
GMexico said, "The outlook for molybdenum is equally positive, and this metal will start trading on the London Metals Exchange in (LME) in February."
The company reported a 14% increase in moly production last year for a total of 18,687 metric tons. Zinc production increased 3.3% in 2009 to 110,430 tons. The increase was due principally to improved ore grades at La Caridad and improved grade and recovery at Cuajone in Peru, according to Grupo.
Last year's silver production increased 8.2% to 13.3 million ounces of silver while gold production was reported at 15,088 ounces, a slight increase over 2008.
ASARCO
Meanwhile, Grupo Mexico's hard-fought reacquisition of U.S. copper miner Asarco will generate tax benefits of US$1.024 billion for Grupo, which will be realized beginning the second quarter of this year.
Asarco is the third largest copper producer in the U.S. and has reserves of 5 million tons of copper concentrate, representing 30 years of mine life, according to its parent.
"With the integration of Asarco, GMexico positions itself as the number one company in copper reserves worldwide," the company claimed, "ahead of Codelco and Freeport, and reaffirms its position as one of the main producers of mined and refined copper."
Asarco contributed 10,646 tons of copper, 122,068 ounces of silver and 24,405 tons of sulfuric acid as GMexico had only consolidated the Asarco operation for 22 days beginning December 10, 2009.
Grupo said it contributed $705 million in cash and secured financing of $1.5 billion to capitalize Asarco in the amount of $2.2 billion. Asarco contributed $1.357 billion from its own cash and made payment to its credits for an aggregate cash consideration of $3.562 billion.
In addition a one-year promissory note of $280 million was delivered to Asarco's asbestos creditors.
CAPEX PROGRAM
On January 29th, Grupo's board of directors also approved a $3.9 billion capex program for the next three years. Of that, $2.95 billion will be invested in the Mining Division, $576 million in the Transportation Division, and $384 million in the Infrastructure Division.
The board approved a $2.8 billion capex program for Southern Copper Corporation (SCC) including $1.8 billion to increase SCC's annual copper production by 120,000 metric tons by the end of 2011 with the completion of the Peruvian Tia Maria project. The capex program will also expand the Toquepala mine in Peru, which will increase annual production by 100,000 metric tons of copper and 3,100 metric tons of moly by 2012. The Cuajone mine will be modernized and expanded to increase annual copper production by 72,000 metric tons of copper.
The board also voted to invest $1 billion in Mexico "if and when the company has been provided with the necessary labor and judicial conditions required for such an investment."
The budget includes the expansion of production at the La Caridad mine by 50,000 metric tons of copper and 3,000 tons of moly annually. The program also includes the construction of a power plant "resulting in significant savings of approximately 50% of our current costs."
The three-year investment program could include an additional $3.85 billion of investment in Mexico, which would be directed towards projects at the Cananea mine and the development of the Greenfield copper and gold deposit of El Arco in Baja California.
"These incremental investments would result in an additional 490,000 tons of copper production per year to the previously mentioned 342,000 tons," the company said. "This investment is suspended until the company is provided with the labor conditions and the availability of competitive energy rates that are required to undertake these projects."
The capex investments programmed for Asarco over the next three years are $150 million.
FINANCIALS
GMexico reported net consolidated earnings of $887 million or 11-cents per share for 2009, down $189 million or 17.6% from 2008 which reported net earnings of $1.076 billion or 14-cents/sh.
For the fourth-quarter 2009, Grupo reported net income of $342.05 million or 4-cents/sh, up 297.5% from a loss of $173.2 million or negative 2-cents/sh reported during the fourth quarter of 2008.
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