Alcan, gelaufen?

habe mich am 12.10 für Alcoa entschieden. EP Fr. 29.60 jetzt bei 36.25, ergibt ein Plus von 22%. "Drinnebliebe??

Alcoa, Rio Tinto Aluminium await Malaysia govt approval for smelters - report
30.11.2005 02:47:19, AFX Europe Focus

KUALA LUMPUR (AFX) - Alcoa Inc and Rio Tinto Aluminium are awaiting the
federal government's approval to set up aluminium smelters in Sarawak, The Star
reported.
The newspaper quoted deputy chief minister George Chan Hong Nam as saying
that the state government supports the companies' applications to the
International Trade and Industry Ministry (MITI).
He said MITI has approved and issued manufacturing licenses for similar
projects to Australia's Comalco Alumina and Dubai-based Smelter Asia Sdn Bhd.
With the exception of Comalco, the others have yet to submit their
environmental impact assessment (EIA) reports on their proposed projects, he
said.
Comalco's detailed EIA was approved by the Department of Environment in
2000.
"Depending on their sizes, Sarawak can take in two aluminum smelters in
Similajau, Bintulu. It will cost at least two bln usd to set up a smelter," said
Chan, who is also the state's Industrial Development Minister.
He said other prominent investors are also interested in setting up similar
smelters, although they have not submitted their plans.
"A project proponent will only be determined upon successful negotiations
and finalization of the terms and conditions (regarding the power supply) with
Sarawak Hiro Sdn Bhd, the owner of Bakun hydroelectric power project," he added.
The Bakun dam will be able to produce up to 2,400 megawatts of electricity
when fully operational.
Chan said Similajau was identified for the energy-intensive aluminum smelter
projects because it is close to the Bakun dam and Bintulu port.

War zu skeptisch gegenüber der Alu-Branche wegen der US-Konjunkturabschwächung, doch wieder einmal bestätigt sich, dass Alcan die bessere Wahl ist als Alcoa. Neue Quartalszahlen mit starker Kursleistung, schade hatte anderweitig disponiert. Alcoa ziehts etwas mit.

ALU als Industriemetall läuft viel effizienter als Edelmetalle!

[quote="cybercrash"]... schade hatte anderweitig disponiert.

fragt sich nur, ob es schon zu spät für einen Alcan Aktienkauf ist? PE von knapp 9 für dieses Jahr?
Auch sollte der Aluminiumverbrauch 2006 um fast 7% steigen, wogegen das Angebot nur um knapp 6% steigen wird. Zusammen mit den gesenkten Verwaltungs- und Betriebskosten sollte dies zu einem weiteren positiven Verlauf der Alcan Aktien führen.