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4 2012

:
1. .
(. 03.07.12)........................................................................................................................... 3
2. Premarket: 1400 .
(. 03.07.12)........................................................................................................................... 3
3. $1.600 .
(. 03.07.12)...................................................................................................................... 4
4. COMEX .
(Dow Jones, . 03.07.12)..................................................................................................5
5. COMEX 1600 ./, -
0,4%.
(. 03.07.12)........................................................................................................................... 6
6. NYMEX 0,4%
, 1458 ./.
(. 03.07.12)........................................................................................................................... 6
7. NYMEX 580 ./, -
1,1%.
(. 03.07.12)........................................................................................................................... 7
8. COMEX 27,5 ./, -
0,4%.
(. 03.07.12)........................................................................................................................... 7
9. I 15%.
(. 03.07.12)................................................................................................................ 8
10.
.
(. 03.07.12)................................................................................................................ 8
11. 5
- .
(. 03.07.12)................................................................................................................ 9
12. 3 , .
(. 04.07.12).............................................................................................................. 10
13. Petropavlovsk 2012-14 $500
.
(. 03.07.12).............................................................................................................. 10
14. Chalco Ivanhoe SouthGobi.
(. 03.07.12).................................................................................................................... 11
15. Xstrata .
(. 03.07.12).................................................................................................................... 11

4 2012 .

. (. 03.07.12)
, 2 , . :
- 1597,9 ./ (-0,14%), - 27,62 ./ (+0,11%), 1461 ./ (+0,48%), - 580 ./ (-1,55%).

, ""
,
" ".
:
,
. ,
- .

,
.
, Conference Board,

2011. (5,3% ),
- . ,
,
.
-
14% 33% , "
"
. 8:00
, 3 , 1601,1 ./
(+0,23%), - 27,67 ./ (+0,64%), - 1462,9 ./ (+0,31%),
- 580,05 ./ (+0,35%).
Premarket: 1400 . (. 03.07.12)
, 3 ,
.
.
. .
, .

, 2 , :
1,1% - 1402,74 , 0,52%
1357,49 . -
397,2 .
: 0,42%,
1362,99 , 0,39% - 1408,16 .
0,9%, 136440 .

2 :
FTSE 100 69,49 (+1,25%) - 5640,64 ,
DAX 79,80 (+1,24%) - 6496,08 ,
CAC 40 43,55 (+1,36%) - 3240,2 , SMI
42,55 (+0,7%) - 6109,41 , AEX 2,95
(+0,96%) - 310,27 . " " FTSEurofirst 300
1,29% 1033,77 .
4 2012 .

: Dow Jones
8,7 (-0,07%), 12871,39 , S&P 500
3,35 (+0,25%) - 1365,51 , NASDAQ 16,18 (+0,55%) 2951,23 .
3 . 8:00
Straits Times 0,81%, Nikkei 225 - 0,76%, Hang Seng - 1,49%,
Shanghai Composite - 0,54%. All Ordinaries -
0,09%.
8:00 3
: S&P 500 0,1%, NASDAQ - 0,2%.

2 .
: ICE Brent - 97,21 (0,56) ./., NYMEX Light Sweet - 83,66 (-1,3) ./.
8:00 Brent 97,85 (+0,64)
./., Light Sweet 84,26 (+0,6)
./.
2 -
. : 1597,9 ./ (-0,14%), - 27,62 ./ (+0,11%), - 1461
./ (+0,48%), - 580 ./ (-1,55%).
8:00 1601,1
./ (+0,23%), - 27,67 ./ (+0,64%), - 1462,9
./ (+0,31%), - 580,05 ./ (+0,35%).
, 3
NYSE
.

$1.600 . (. 03.07.12)
$1.600 , ,

.
15.20 $1.610,11
$1.596,68 ,
$13,40 $1.611,10.
ISM,
, 49,7 53,5 52 .
,
.
,
25 0,75
. ,
" " 31 - 1 .
,
,
.
" ,
QE3. , ", -
Commerzbank .
UBS Wealth Management
, , " " -
.

4 2012 .

" " " ,


. , 2008
, ".
,
$1.550, .
" $1.560, ", , , $0,70
.
15.20 $27,89 $27,48
, $1.468,25 $1.448,75, $585,75 $571,75.
COMEX . (Dow Jones,
. 03.07.12)
, ,

.

. 3,5% ,
, ,
, //
.
,
,
. ,
,
. ,
.
COMEX, - /New
York Mercantile Exchange, NYMEX/,
6,50 , 0,4%, 1597,70
.
/ 1,257 1,266
-.
,
, , ,
. , , ,
""
, , .
"
// ", Bank
of America Merrill Lynch. " , , ,
".
- ,
,
.
,
.
-
. /PMI/

2009 .
.
:

4 2012 .

: 1592,00 1598,50

: 1597,70 /-6,50 /.
: 27,499 /-11,3 /.
: 1458,30 /+5,90 /.
: 578,00 /-6,55 /.
COMEX 1600 ./, -
0,4%. (. 03.07.12)
- COMEX
2 2012. 1600 ./, -
0,4%. COMEX 6,5
., () 1597,7
./.
COMEX .
- ,
FOREX. (29 ) COMEX
55 ./ (+3,5%)
1600 ./,
.
FOREX 2
(29 ).
(ICE dollar index) 0,3% 81,8
,
, .
COMEX 2
1587,4-1603,6 ./.
:
- (AM Fixing) - 1596,25 ./;
- (PM Fixing) - 1592,00 ./.
.
SPDR Gold Trust,
, 2
1 . 279,5 - 15 ..
COMEX
1595,3-1614,0 ./.
1610,5 ./, 12,8 .
.
, 12 2012. COMEX
1700 ./.
16 2012.,
2011. - 1526,7 ./.
NYMEX 0,4%
, 1458 ./. (. 03.07.12)
- NYMEX 2
2012. 0,4% ,
1458 ./. NYMEX
5,9 , () 1458,3
./ - 20 ..
139,4 . COMEX,
1597,7 ./.
NYMEX -
. (2 29 ) 70
4 2012 .

./ (+5%).
, 28 2011.
1400 ./.
- FOREX.
2 NYMEX
1435,3-1459,2 ./.
:
- (AM Fixing) - 1442,00 ./;
- (PM Fixing) - 1441,00 ./.
NYMEX
1449,2-1470,8 ./.
1467,3 ./, 9,0 .
.
NYMEX 580 ./, -
1,1%. (. 03.07.12)
- NYMEX
2 2012. 580 ./, -
1,1%. NYMEX 6,55 .,
() 578,00 ./.
NYMEX .
- , (29 )
3,7% 580 ./,
.
NYMEX 2
575,75-586,45 ./.
:
- (AM Fixing) - 580,00 ./;
- (PM Fixing) - 580,00 ./.
NYMEX
574,30-585,15 ./.
583,10 ./, 5,10 .
.
, 20 2012. NYMEX
700 ./, 26 .. 600 ./.
29 2012. 584,55 ./ ( 2011.).
COMEX 27,5 ./, -
0,4%. (. 03.07.12)
- COMEX
2 2012. 27,5 ./, -
0,4%. COMEX 11,3
, () 27,499
./.
COMEX .
- . (29 )
5% 27,6
./,
.
COMEX 2
27,185 -27,605 ./.
27,3600 ./.

4 2012 .

COMEX
27,390-28,050 ./. 28 ./
..
27,895 ./, 39,6
.
, 8 2012. COMEX
30 ./.
28 2012.,
- 26,247 ./ (
2010.).
I 15%.
(. 03.07.12)
- 2012 6
704 , 15% ,
"" .
1,5 - 3 531 .
, "" " "
2 621 ( 1,5 ), "" (
" ", " " ) - 576 ( 3,9
), "" "" - 335 ( 9,4%).
6 3 173 ( 7%).
"" ( " ")
: "" - 531 ( 1,2 ), "" - 104 (
38%), "" - 358 ( 1,2 ), " "" - 470 (
26%), "" - 206 ( 3,3 ), " " - 122 ,
" " - 63 .
"" ( )
607 ( 15,5%), "" - 98 , "
" - 120 .
, 2011 17
7 , 6,3% 2010 .

. (. 03.07.12)

,
,
,
.
" ? , .
, , .
, . ", - .
" ( - ), .
- . ,
", - ..
,
4,5 ( $30 - ).
25 50
.

" - " .
" -".

.
4 2012 .

5
- . (. 03.07.12)
(
, ) 5 8 , ""
.
,
"-", ""
.
: "" (GV
Gold), (Nordgold), Sakha Mining ( , "
" "" ), "" (
- , ) ""
( , - ; ,
"").
- () ,
, 20 ,
14 .
121 .
, -
.

( 0,6 ) 1 2011
: C1 - 2,184 9,3
4,3 , C2 - 4,065 25,7 ( 6,3
). C2 157,1 .
( 172 ). , ,
1 2009 56 P1 (4,2
), 332 P2 ( 6,2 ).

-
, .
"" . " ",
165,8 .

4 2012 .

3 , .
(. 04.07.12)

a.m. ()

p.m. ()

1608,50

1617,50

583,00

591,00

1467,00

1475,00

27,92

.
BLOOMBERG

Petropavlovsk 2012-14 $500


. (. 03.07.12)
Petropavlovsk 2012- 2014
$500
(pressure oxidation, POX),
,
.
,
600 . 2
,
6 .
" $500 2012-14 ( - ), -
..
50% JORC ,
.
., 2
4 - . ,
, .
Petropavlovsk 2014
2015 ,
2015
2017 .
24% 2014
2018 48% .
,
$25 ,
- $31,3 . :
$31,3 .
Petropavlovsk
( , , ).

. , 2011
" "
. Petropavlovsk $240,5 .
4 2012 .

10

, 2011
23,6% Petropavlovsk,
( , -
) . 7,9% 4,6% .
Petropavlovsk BlackRock Inc ( 10%).
Chalco Ivanhoe SouthGobi. (. 03.07.12)
Aluminium Corp of China Ltd (Chalco)
Ivanhoe Mines
60% SouthGobi Resources,
Ivanhoe.
3 5 .
2012 Chalco Ivanhoe 60%
SouthGobi Resources 8,48 (8,36 ) .
, , 56%.
Ivanhoe 104,8
SouthGobi, 57,6% .
, Ivanhoe
533 889 .
, SouthGobi,
,
2013 .
SouthGobi -
, .
Chalco .
.
Ivanhoe Mines
, .
Xstrata . (. 03.07.12)
Xstrata
Altona Mining Ltd (51%)
Roseby ( , ),
.
" Xstrata , Little
Eva ( Roseby - ). ,
", - Altona
(Alistair Cowden).
Roseby 39 17
. 100
0,54% 0,1 / .
Roseby Altona Mining .
.
Xstrata Plc 7
: , , , , . ,
, , ,
, , . Xstrata 24,9% Lonmin Plc.

4 2012 .

11