Friday, June 15, 2007

Global Titanium Research Info

Titanium Research Info

TZ Minerals International Pty Ltd: Demand estimates for global titanium metal industry
Released : Thursday, June 14, 2007

Strong demand growth for milled products is forecast; however, an increasing over supply for titanium sponge is expected until 2011 according to a new report, The Global Titanium Metal Industry, from TZMI and EHK Technologies (EHKT).

Overall demand for titanium milled products was 92,800 tonnes in 2006, an increase of 10,400 tonnes over 2005. Titanium consumption in the global commercial aerospace sector was estimated to be 27,000 tonnes, including engines, of which over 70% relates to Boeing and Airbus airframes. A diverse set of markets make up the largest overall segment of the titanium industry, industrial applications. This segment accounted for 46,800 tonnes in 2006.
A key component of the Global Titanium Metal Industry report covers detailed demand estimates to 2015, during which period demand is forecast to grow at an average compound rate of 7.3%, while still showing some cyclical behaviour. Consistent with the situation in 2006, industrial uses should account for half the growth, retaining an estimated overall 51% share of the market.

On a regional basis, the major change is the substantial increase in Chinese milled product demand, to the extant that it is very close to that forecast for the US, whose market share declines in a similar fashion to Japan and Western Europe. During the period to 2015 the report estimates that there will initially be a sharp reduction in capacity utilisation from the peak level reached in 2006. This change will be felt across all producers, with Chinese performance being the most uncertain to forecast to avoid the accumulation of significant excess inventories.
The two major conclusions from the analysis, which are highly material to the price projections, included:

* The change in the milled product balance from a deficit in 2005 to a significant surplus peaking in 2011 and then progressively declining over the forecast period to 2015.

* A parallel reduction in sponge capacity utilisation from its 92% peak in 2006 to a low point in 2008, followed by a progressive recovery to at least 85% from 2013.
At year-end 2006, it is estimated that globally there were 1,193 million contained TiO2 units in identified ilmenite resources and 165,000 contained TiO2 units in identified rutile resources globally. In 2006, world supply of titanium minerals was 5.8 million TiO2 units, of which 93% was to the pigment industry, with only 4% reporting to the titanium metal sector. Seven major producers of titanium sponge accounted for over 93% of global production in 2006 of 125,700 tonnes.

TZMI, an independent consulting and publishing company established in 1994, specialising in the titanium minerals, zircon and TiO2 pigment industries has been closely involved with China for several years. EHKT, through its principal, Dr Edwin Kraft, has an extensive industrial background, having served in technology, production and commercial positions in several major corporations. He has worked on titanium and other advanced materials for over 35 years and regularly provides articles and reports for the International Titanium Association and materials related publications.

(M2 Communications Ltd disclaims all liability for information provided within M2 PressWIRE. Data supplied by named party/parties. Further information on M2 PressWIRE can be obtained at http://www.presswire.net on the world wide web. Inquiries to info@m2.com).
Copyright 2007 M2 Communications Ltd.

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Goldman Sachs Upgrades Hansen To $52


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Could this indicate a Top?

Wednesday, June 13, 2007

TIE A Great Buy At These Levels



The Full STO has turned positive at the - 20
level, which shows that TIE is clearly oversold.
When it hits the 80 level it's time to peel some off.
The MACD will turn positive if the stock is up the
next 2 days then it should continue to run.
Also, the stock bounced off the RSI 30 line. When
it gets to the 70 - 80 level be safe and sell some as well.
Friday is generally a good day too for TIE, as traders do
not want to be caught short over the weekend in this
metals merger mania environment.

Friday, June 08, 2007

Thursday, June 07, 2007

Chinese Investing In Metals

Midnight Trader
7:01 a.m. 06/07/2007

Boston, Jun 07, 2007 (MidnightTrader via COMTEX) -- BHP Billiton (BHP) reportedly could get a bid.

BHP could get a bid from the recently-formed Chinese State Investment Company, according to a report in the Herald Sun newspaper, quoting the chief of research at Australian stockbroker Bell Potter.

The Bell Potter analyst reportedly said the Chinese fund's recent investment in U.S. private equity firm Blackstone could be a precursor to other deals. One of these deals could be an acquisition of BHP to relieve Chinese concern over the availability over commodity supplies, the report said.

Tuesday, June 05, 2007

Airbus Expects Titanium Demand Will Double In 3 Years

Airbus's director of procurement says... he expects their use of titanium to double in the next three years.

Xstrata Is Ready to Spend Billions on Acquisitions

Click For Metals News

Titanium Prices Rise

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Also - the word from analysts is that Titanium is the metal for the 21st Century, replacing Aluminum that was adopted in the 20th Century. Aluminum companies World-Wide are surely eyeing TIE and ATI stocks!

Also - Airbus to buy $1 Billion in Titanium

Analysts Upgrade Apple

Apple Inc.'s price target was raised to $140 a share from $120 by Credit Suisse analyst Robert Semple on Tuesday. In a research note, Semple said he believes the iPhone "will elicit a superior perceived value" compared to other mobile phones due to factors such as its technical superiority and the idea of consumers to own a "hot product". Semple estimates that Apple will sell 5 million iPhones in 2007 and 15 million of the devices in 2008. Apple plans to release the iPhone on June 29.

Monday, June 04, 2007

Tuesday, May 29, 2007

New TIE - Titanium Metals Info

1) Motley Fool Article

2) TIE Chart



3) More Insider Buying!

4) We see very attractive valuations and continued future growth prospects with TIE, and don't forget the blistering Mergers & Acquisitions activities in the metals sectors to boot. (ie) Steel and Aluminum Stocks. Funds and Corporate Cash Reserves are loaded with spendable cash and need to land somewhere. Titanium will be the next sector for M&A activity!

5) What about the Russian VC Boom!
Russian's Buy Oregon Steel

6) OK, so why Titanium??
Titanium is three times stronger than steel, while weighing only 42% - 45% as much, making it an ideal strong, lightweight metal for structures such as airplanes and rockets. It is also chemically inert under normal conditions, enabling its use in medical devices, and implants such as pacemakers.