[Kondrat7123]

Kondrat7123 (29.03.10) писал:

Мысик на дневном медвежьей свечкой закрывается)).... кажись завтра присядем по нему...

поторопился я с выводами о закрытии)))

[Bammer]

Манул (29.03.10) писал:

Спекуль (29.03.10) писал:

на хоме-брокер убрали касешные бумаги с ценами в тенге оставили только те кто в лондоне катается

откуда убрали? не понял смысл.

ну, это... из раздела КОТЕРы в терминал перевели... как смотреть терминал я вроде через личку всем "секрет" отписывал... могу и повторить.

[Faradei]

1000

[TRADER_2010]

по поводу комиссий западных брокеров

купил через саксу сегодня энрике на лсе:
5500 по 1179
комиссионные 64,85 GPB гербовый сбор / налог 325,23 GPB
Всего плачу 65 235,08 GPB

[Манул]

Chuvak (29.03.10) писал:

Ёхарный бабай! Все выше и выше рынки прут, уже как-то даже не прилично в шорте сидеть - быки в шоколадный глаз рогами тычат.

РБСсег, ты уже 3-ю неделю кричишь о падении. Не заколебался?
Я тоже знаю, что должно все навернуться, ну хотя бы чудь-чудь.
Ладно, все равно буду высиживать.
Всем мишкам терпения и быкам терпения (скоро закупимся дешевле).

Чуви, твои слова, да богу в уши! хочица подешевле закупиться!

[Манул]

Bammer (29.03.10) писал:

Манул (29.03.10) писал:

Спекуль (29.03.10) писал:

на хоме-брокер убрали касешные бумаги с ценами в тенге оставили только те кто в лондоне катается

откуда убрали? не понял смысл.

ну, это... из раздела КОТЕРы в терминал перевели... как смотреть терминал я вроде через личку всем "секрет" отписывал... могу и повторить.

спасибо, мне и так видно

[RBS]

Ну что, армагедоним дальше?
Мне понравилось как сегодня закрылся ЕНРС.
В течение сегодняшней торговой сессии цена быстро выросла, а потом так же резко упала.
К концу сессии цена закрытия сравнялась с ценой открытия. И мы увидели появление свечи "Рикша".
В предыдущие торговые сессии мы наблюдали свечи с маленькими телами. Они свидетельствуют об «усталости» рынка, о том, что покупатели теряют свою силу.
Таким образом видно что 1200 сильное сопротивление, и при негативном развитии событий (нефть вниз, металлы вниз) есть шансы протестировать 1100.

Прикрепленные файлы

•  enrc.jpg (269.58К)
  Количество загрузок:: 31

[TRADER_2010]

свежая новость в поддержку энрике:
такой фундаментал способен поламать любую технику

"... основные японские производители стали и бразильская компания Vale SA в ожидании подписания соглашения по ценам на железную руду на уровне $110 за тонну в конце текущего месяца. Как отмечается в отчете, обе стороны согласовали ввод новой ситсемы цен, основанной на изменении цены каждые три месяца в соответствии с рыночными условиями, т.к. на квартальной базе в отличие от существующей базовой головой системы цен.Таким образом, если стороны согласуют цены на железную руду для апреля 2010 г., то следующий подъем будет не ранее июля 2010 г. Новые цены на железную руду могут быть увеличены практически вдвое, по сравнению с 2009 г. и на $77 за тонну, по сравнению с 2008 г."

[RBS]

TRADER_2010 (30.03.10) писал:

свежая новость в поддержку энрике:
такой фундаментал способен поламать любую технику

Это уже заложено в цене.
Технику сломать ой как не легко, поверь, ибо события наступают после...
Как ты думаешь почему ЕНРС не вырос сегодня по итогам торгов, хотя все говорило отом что должен быть рост?

[TRADER_2010]

RBS (30.03.10) писал:

TRADER_2010 (30.03.10) писал:

свежая новость в поддержку энрике:
такой фундаментал способен поламать любую технику

Это уже заложено в цене.
Технику сломать ой как не легко, поверь, ибо события наступают после...
Как ты думаешь почему ЕНРС не вырос сегодня по итогам торгов, хотя все говорило отом что должен быть рост?

часть игроков будут эту новость отыгрывать только завтра
плюс ещё тематических дровишек с утра если подкинут - точно пойдём к новым высотам
главное чтобы внешний фон оставался как минимум нейтральным

да и медь вроде по технике тоже должна была развернуться, но за сёдня рост 3,85% показывает в моменте
(чили + данные по запасам меди = т.е. фундаментал поломал технику)

а не удержались сегодня по энрике думаю по одной из двух причин:
1) тока из-за того что участники стали смотреть на внешний фон в целом:
европа если в начале торгов росла примерно на полпоцента, то к концу торгов лсе в частности закрылся всего на +0,134%
(у энрике торги проходили в том же тренде)
2) кукловоды (если они есть, если они уместны - просто никогда до этого не следил за энрике, поэтому это имхо)
решили придержать бумагу, чтобы самим затариться - ведь она попрёт среднесрочно однозначно вверх!

Сообщение отредактировал TRADER_2010: 30 March 2010 - 01:10

[Ferrobank]

Спекуль (29.03.10) писал:

Всем Привет,
Наши банки рвутся работать, кредитовать.
http://news.nur.kz/147277.html

Тоже блин новость. Об этом уже с декабря пишут.

[Darth Vader]

Сброс казначейских облигаций США выйдет Китаю боком

30.03.2010 00:48, Пекин.
На прошлой неделе американский рынок облигаций был потрясен, сообщает Dow Jones Newswires.

Практически нескончаемый спрос на низкодоходные казначейские облигации резко упал. Аукционы пятилетних облигаций в среду и семилетних облигаций в четверг спровоцировали распродажу бумаг, так как инвесторы захотели получить более высокую доходность, чем ожидалось.

На данный момент существует несколько объяснений данному явлению.

Рынок не ожидает большого апсайда при том, что восстановление экономики на ранней стадии, а темпы выпуска государственных бумаг достигли феноменального исторического максимума. Инвесторов начинают беспокоить суверенные кредитные риски.

Но действительно сильно инвесторов беспокоит то, что Китай повернулся спиной к проблемам госдолга в США. Как сообщают трейдеры, дефицит спроса в азиатском регионе, в частности официальные покупки ценных бумаг китайскими игроками, привел к распродаже облигаций. Раздраженный резкими требованиями США провести ревальвацию юаня, Китай приступил к активным действиям. Пекин не только не допустит роста национальной валюты, но и перестанет поддерживать американских рынок облигаций.

На первый взгляд на это стоит обратить внимание. По официальным данным, на руках у китайских инвесторов казначейских облигаций на сумму 900 млрд долл, но некоторые экономисты утверждают, что эта сумма выше за счет скрытых и около-официальных активов. Как бы то ни было, в последние месяцы Китай заметно сократил объем официальных активов. Таким образом, зарубежный спрос на казначейские облигации США упал.

Но это не обязательно будет иметь негативные последствия.

Ослабление спроса на казначейские облигации США со стороны Китая может свидетельствовать, что приоритеты в экономике страны смещаются в сторону внутреннего спроса. Действительно, специалист по стратегии банка Societe Generale Альберт Эдвардс недавно отметил, что Китай впервые с начала 2004 г. начал движение к дефициту внешней торговли. Это происходит потому, что Китай обменивает горы государственных ценных бумаг США на массивные запасы такого сырья, как железная руда, медь и нефть.

Но, как заявляет г-н Эдвардс, ради этого не обязательно поднимать доходность казначейских облигаций. Если такие экспортеры сырья, как Канада и Австралия, направят избыток средств на покупку американских товаров, граждане США могут использовать эти средства для выкупа долговых обязательств своего государства, увеличивая личные накопления, которые пойдут на покрытие долга в частном секторе.

Тогда в чем же проблема?

Правительство Китая не собирается проводить ревальвацию юаня из политических соображений. Однако если нынешний профицит превратится в дефицит, то у него будут и экономические мотивы не делать этого. Но вряд ли это объяснение удовлетворит США, особенно если экономика страны вновь начнет впадать в рецессию. Нетрудно заметить, что США резко изменили налоговую политику в отношении китайских товаров, на что Китай ответил распродажей казначейских облигаций.

Но сброс бумаг скорее выйдет боком Китаю, чем США.

Недавно в своем блоге профессор Пекинского университета Майкл Петтис вспомнил одну историческую параллель.

В начале 1-ой Мировой Войны, говорит он, Европа избавлялась от огромного количества американских активов (их было гораздо больше, чем сейчас в Китае) в попытке приобрести золото для финансирования военной кампании.

«Это вызвало хаос на рынках, который продолжался примерно полгода… Но правительство США ответило временными мерами по контролю за рынком капитала и ценных бумаг. Когда пыль осела, взору предстала следующая картина: это был один случаев кратковременного перетока огромного капитала из одного воющего блока (Европы) в другой (США). Распродажа бумаг Европой привела к обвалу цен, и американские инвесторы смогли очень дешево выкупить активы», – пишет он.

В конечном итоге, Китай может дорого заплатить за свои действия.

Сообщение отредактировал Darth Vader: 30 March 2010 - 07:23

[Bammer]

TRADER_2010 (29.03.10) писал:

по поводу комиссий западных брокеров

купил через саксу сегодня энрике на лсе:
5500 по 1179
комиссионные 64,85 GPB гербовый сбор / налог 325,23 GPB
Всего плачу 65 235,08 GPB

ну 0.6% ушло на комиссии вроде не много... правде строго говоря надо бы добавить банковские комиссии за перевод и расходы на конвертацию... гм-м.

[RBS]

RBS (30.03.10) писал:

Как ты думаешь почему ЕНРС не вырос сегодня по итогам торгов, хотя все говорило отом что должен быть рост?

TRADER_2010 (30.03.10) писал:

а не удержались сегодня по энрике думаю по одной из двух причин:
1) тока из-за того что участники стали смотреть на внешний фон в целом:
европа если в начале торгов росла примерно на полпоцента, то к концу торгов лсе в частности закрылся всего на +0,134%
(у энрике торги проходили в том же тренде)
2) кукловоды (если они есть, если они уместны - просто никогда до этого не следил за энрике, поэтому это имхо)
решили придержать бумагу, чтобы самим затариться - ведь она попрёт среднесрочно однозначно вверх!

Нет, просто произошел прайсшок.
Это такая штука, когда вроде бы кажется что цены должны расти, а они не растут.
А происходит это по той простой причине, что игроки купившие бумагу раньше начинают фиксировать прибыль.
При этом желающих купить меньше - не одни же мы видем дивер. Теорию спроса и предложения знаешь ведь?
А еще есть и другие, которые видят дивер и уже форимруют позицию для игры вниз.

Кукловоды - это на самом деле запрограмированные торговые стратегии - торговые роботы.
Они уж точно дали своим владельцам сигналы на закрытие лонгов.
А более рискованные стратегии уже сигнализируют о возможности начинать играть на понижение.

[Dr.Marcus]

Basketball Billionaire from Russia with cash

March 29 (Bloomberg) -- Mikhail Prokhorov steps off his
Gulfstream V into the swirling snow and subzero temperatures of
Krasnoyarsk, Siberia, where he’s come to visit his gold mine.
Though it’s almost midnight, Prokhorov has no interest in
retiring to his hotel room. Instead, he’s whisked away in a
police-escorted Mercedes to the local gym, where he puts in two
hours running on a treadmill and lifting weights, Bloomberg
Markets reports in its May issue.
Even in the depths of Siberia, Prokhorov’s mind wanders
thousands of miles away to Brooklyn, New York, where he plans to
install his new trophy asset: the New Jersey Nets basketball
team. Prokhorov, Russia’s second-richest man, according to
Moscow’s Finans magazine, was little known in the U.S. until
last year, when he agreed to pay $200 million for an 80 percent
stake in the Nets and a 45 percent share in their new Brooklyn
arena. He’s not bothered that the Nets were one of the worst
teams in the history of professional basketball in the 2010
season, with a record of 8-63 on March 25.
“There is only one way to go: up,” says Prokhorov, 44, in
the Krasnoyarsk gym, as he bench-presses 50 kilograms (110
pounds) in baggy sweatpants and a gray Nets T-shirt. “I like to
find cheap assets with problems. It gives me power.”
Prokhorov, who’s more than 2 meters (6 feet 7 inches) tall,
stands out among Russian billionaires for more than just his
height. While other moguls gorged on debt in acquisitive binges
that left them on the brink of state takeovers, Prokhorov
feasted on their remains, growing richer by investing in gold
and aluminum even as the Russian economy shrank 8 percent in
2009.

‘Musical Chairs’

“Prokhorov was in a game of musical chairs, and when the
music stopped, he was sitting down,” says Christopher
Granville, managing editor of London-based Trusted Sources UK
Ltd., an emerging-markets research firm.
Armed with cash, Prokhorov is now expanding beyond his gold
and metals holdings into areas such as debt restructuring and
hybrid cars and is looking for partners outside Russia for new
investments.
The U.S., which so far has been relatively untouched by
Russia’s new class of billionaires, is an important part of
Prokhorov’s global strategy. And the Nets purchase is about more
than basketball.
“It’s about opening up other business opportunities in the
U.S.,” Prokhorov says, sipping tea at 2 a.m. at his hotel in
Krasnoyarsk. “If I want to do something else, people won’t say,
‘Who’s that?’ They’ll say, ‘That’s the owner of the Nets.’”

An Owner Who Dunks

Prokhorov will be the first owner of a National Basketball
Association team from outside North America, at a time when
there’s very little foreign ownership in U.S. sports.
Other Russian businessmen have invaded English soccer.
Billionaire Roman Abramovich has plowed almost 700 million
pounds ($1.1 billion) into the Chelsea Football Club and changed
the game by bidding up salaries of star players.
“I’ll be the first NBA owner who can dunk,” says
Prokhorov, who played basketball in high school. (Basketball
legend Michael Jordan, who is part of a group that in March got
NBA approval to pay $275 million for the Charlotte Bobcats,
would dispute that claim.)
The Russian entrepreneur installed a basketball hoop down
the hall from his Moscow office where he sometimes practices his
jump shot.
Prokhorov agreed to buy the Nets from New York real estate
developer Bruce Ratner, along with a stake in the new arena that
Ratner is building as part of a $4.9 billion, 22-acre (9-
hectare) office-and-apartment complex.

Six-Year Delay

Ratner’s own plan to move the Nets to Brooklyn -- home to
about 330,000 immigrants from the former Soviet Union -- had
been held up for six years because of legal battles with local
residents opposed to the new development.
Prokhorov plans to revive the team with new talent. Some of
the best players in the NBA, including Chris Bosh of the Toronto
Raptors, LeBron James of the Cleveland Cavaliers and Dwyane Wade
of the Miami Heat, will become free agents during the next two
years, he says.
The Russian metals magnate has the cash to assemble his own
dream team. He got some of it after a run-in with French police
in January 2007, when he was detained at the ski resort of
Courchevel on suspicion of pimping. He was released without
charge after four days -- he denies any impropriety -- and he
returned to Russia to find himself joined in battle with his
then-business partner, billionaire Vladimir Potanin.

$7 Billion Windfall

Prokhorov says that after the events in Courchevel, Potanin
urged him to sell his 25 percent stake in Russia’s biggest
mining company, Moscow-based OAO GMK Norilsk Nickel. Instead of
selling to Potanin, Prokhorov sold out to yet another
billionaire, Oleg Deripaska, in April 2008 for a promised $7
billion in cash and a 14 percent stake in Deripaska’s United Co.
Rusal, the world’s largest aluminum producer.
It looked like Prokhorov had called the top of the market.
In the eight months after he sold his stake, Norilsk shares sank
71 percent. Using his holding company, Onexim Group, he then
spent late 2008 and 2009 snapping up distressed assets while
fellow Russian businessmen struggled under truckloads of debt.
He bought half of Renaissance Capital, one of Russia’s largest
investment banks, for $500 million in September 2008.
He also increased his stake in OAO Polyus Gold, Russia’s
largest gold producer, before the price of the metal soared more
than 50 percent from November 2008 through the end of 2009 as
investors worldwide bought it as a safe haven. Prokhorov now
owns about 40 percent of Polyus with other investors, a stake
valued at $3.7 billion.

Riding the Boom

Like other oil and mining tycoons, Prokhorov rode the
Russian boom. From 1999 through most of 2008, Russia was giddy
on worldwide demand for its oil, gas and minerals. In 2008, the
economy surged 7 percent as investors piled in. When oil plunged
to $34 a barrel in December 2008 from $145 that July, the
Russian economy sank along with it. For the first time in a
decade, the government ran a budget deficit.
Some Russian business moguls were caught out when the Micex
Index plunged 67.5 percent in 2008. Deripaska was forced to
restructure debt after the value of the shares he had pledged as
collateral against loans collapsed. Alexander Lebedev’s National
Reserve Corp. faced margin calls from lender Deutsche Bank AG in
October 2008 on a loan guaranteed by shares in airline OAO
Aeroflot, which had plunged in value.
Having cashed out before the crisis, Prokhorov was well
positioned when commodity prices recovered in mid-2009, helping
to trigger a 125 percent gain that year in the Micex. Finans
magazine’s February 2010 rich list put Prokhorov’s assets at
$17.8 billion, second after steel magnate Vladimir Lisin, who’s
worth $18.8 billion.

Resource Dependent

“Prokhorov’s story is one of Russia’s fundamental
dependence on natural resources,” says David Woodruff, senior
lecturer at the London School of Economics and Political
Science. “He made his fortune like everyone else, from prices
set on international commodity markets.”
Prokhorov increased his stake in Rusal last year in a
complex restructuring deal with Deripaska, who owed him $2.8
billion from his 2008 purchase of Norilsk shares. After Rusal’s
January initial share offering in Hong Kong, Prokhorov now owns
17 percent of the aluminum giant and pocketed $440 million in
cash. Rusal shares had sunk 18.61 percent since the IPO as of
March 26.
“I don’t care about the IPO because I can wait and sit on
this company,” Prokhorov says, swinging his long legs over the
arm of a white leather seat on his jet en route to Krasnoyarsk.
“In the next three to four years, the value of the company will
double for sure. It’s inevitable that commodities will go up.”

Calculated Risks

Friends say that while there was some luck in Prokhorov’s
emergence at the top of Russia’s business pyramid, most of his
success comes from hours of mapping out his long-term investment
strategy. “He calculates his risks 10 times before he
invests,” says Alexander Khloponin, a former business partner
and ex-governor of the Krasnoyarsk region, where most of
Polyus’s gold mines are located.
Prokhorov is part of Russia’s power elite. One December
evening at the Bolshoi’s Maly Theater, he chats with Finance
Minister Alexei Kudrin and former Soviet leader Mikhail
Gorbachev. Last year, he paid 11 billion rubles ($376 million)
in Russian taxes on his 2008 income, which helped his political
standing, says Khloponin.
Prokhorov first met Prime Minister Vladimir Putin in 1994,
when he opened a bank branch in St. Petersburg and Putin, then
deputy mayor, attended the ceremony.

Not an Oligarch

Still, Prokhorov says he holds no political ambitions and
the label “Russian oligarch” doesn’t apply to him.
“An oligarch is rich and has political power,” he says.
“I’m a businessman. Every businessman has a relationship with
the government.”
Prokhorov is quick to say his relationship to the Kremlin
bears no resemblance to that of Mikhail Khodorkovsky, who held
the title of Russia’s richest man when he was CEO of OAO Yukos
Oil Co. Khodorkovsky is now imprisoned in Siberia after
convictions for tax evasion and fraud.
Khodorkovsky got into politics, Prokhorov says. “I’m not
in politics,” he says.
Prokhorov owns all of the trappings of a Russian
billionaire, including the Gulfstream jet, a yacht named Solemar
he says he bought for about $45 million five years ago (and
rarely uses because he gets seasick) and an estate on the
outskirts of Moscow.

A Fondness for Models

Prokhorov also has a fondness for Russian models. Late one
Friday night in December, he hits Soho Rooms, a Moscow nightclub
where he takes over a balcony section with male friends and a
random collection of long-haired, slim women -- some models,
some students -- wearing high heels and dressed mostly in black.
He buys drinks for the group while sticking to mineral
water himself. He jokes with some of the women, his hand lightly
resting on their waists, before sitting down to watch a bevy of
women dancing in white corsets, panties and Cossack-style white
fur hats.
“That’s where the energy is,” he says, pointing at the
women.
For all his party-going, Prokhorov says he’s never been
drunk or even tasted vodka. He usually dresses like a gangling
teenager in loose-fitting T-shirts and jeans. Until five years
ago, when he was already worth billions, he lived with his older
sister, Irina, in the 500-square-foot (45-square-meter) Moscow
apartment where he grew up with his parents, before they died of
successive heart attacks when he was in his mid-20s.

Sibling Comity

The brother and sister -- she’s editor of a literary
journal -- still live together in a sprawling stone mansion in a
gated compound about 45 minutes from central Moscow. She helps
run the Mikhail Prokhorov Fund, a charity.
Every Russian billionaire needs a villa on the Riviera. In
July 2008, Prokhorov’s Onexim Group put down a 39 million euro
($53.7 million) deposit on the ultimate real estate asset: Villa
Leopolda, a 20-acre French estate built by King Leopold II of
Belgium in 1902 and now owned by Lily Safra, the widow of banker
Edmond Safra.
Onexim had agreed to pay 390 million euros for the
Mediterranean villa before the financial crisis hit. Onexim
filed a lawsuit in Nice in January 2009 demanding its deposit
back, arguing Safra had changed the terms of the sale. A court
ruled in March that under French law, Onexim forfeits its
deposit. The company is appealing.
In some ways, Prokhorov is as Old World as the Safra
estate. He doesn’t carry a mobile phone and says he has looked
at the Internet only three times, even though he has a blog
which he updates by handing scraps of paper to his assistants.
His office desk has no computer. Instead, there are papers and a
large plate of fruit and nuts.

Night Owl

He makes to-do lists in a large black diary and scratches
out completed tasks. He’s a night owl who goes to bed around 3
a.m. and works out every day in the gym adjacent to his office.
Prokhorov’s love of sports is part of the reason he wants
to buy the Nets. He says he originally went after the New York
Knicks because of their Manhattan base. They weren’t for sale.
Ratner says he approached Prokhorov after hearing from NBA
Commissioner David Stern that he was interested in buying a
team.
Ratner, 65, had bought the Nets in 2004, for $300 million,
from a holding company called YankeeNets LLC. Ratner traveled to
Moscow in mid-2009 to discuss the plan with Prokhorov over
dinner. Six weeks later, they made a deal.
“We hit it off,” Ratner says. “He will control the team,
and we will control the arena.”

Just Call Me Mike

Prokhorov, speaking in English, introduced himself as
“Mike” to his new basketball buddies at a meeting of the NBA
Board of Governors in December. Stern told reporters that same
month that the NBA found no reason to hold up the purchase.
“There were multiple investigations of him by interested
parties, and there was nothing that was disclosed that would
cause us not to move forward with his application,” Stern said.
The NBA board, composed of representatives of the league’s 30
teams, was expected to vote on the deal in April or May.
He is confident he can make a profit from the team. Petr
Aven, president of Alfa Bank, Russia’s largest private bank,
says such purchases are mere vanities.
“They’re playing with toys,” he says. “Those aren’t
business decisions at all.”
Prokhorov describes himself as a Russian version of the
American self-made man. He grew up in Moscow in an average if
slightly privileged Soviet family. In his early childhood, the
Prokhorovs lived in a kommunalka, a communal apartment where
multiple families shared a bathroom and kitchen in what most
Russians remember as the dreariest days of the Soviet era.

Back to the USSR

At the height of Soviet leader Leonid Brezhnev’s power in
1975, Prokhorov’s family moved to a two-bedroom apartment that
was comparatively luxurious. Mikhail’s father, Dmitry, had
started to work for the USSR Sports Committee, heading its
international department. His father’s job took him abroad.
Dmitry would tell his son tales of life in the West and bring
him gifts, including Lee jeans and a Sharp radio/cassette
player. The items gave young Prokhorov a cool edge among his
peers and a taste for capitalism.
“It’s amazing!” Prokhorov exclaims, digging the radio out
of the closet in his old room on a rare visit to his childhood
apartment, which he now owns. “It was strong enough to catch
Voice of America.”
He pulls out old music tapes, some of which his father
brought back from overseas: Abba, the Bee Gees, Deep Purple and
Rainbow.

Fear of Stalin

The Prokhorovs skated on the edge of what was politically
acceptable at the time. Standing in the tiny kitchen of his
family’s old apartment, Prokhorov tells how his grandmother, a
biologist, spent most of her life with a packed suitcase near
the doorway waiting to be arrested after most of her colleagues
had been sent to the gulag during Stalin’s purges.
The KGB tried to recruit his father in the late 1970s, he
says. His mother threatened divorce if he accepted.
“His career suffered because he didn’t join,” Prokhorov
says. In the mid-1980s, Prokhorov says his father lost his job
at the sports committee and took a much-lower-paying job at a
sports institute.
After serving two years in the Soviet army, Mikhail worked
evenings unloading railway cars and organized a brigade of
students to join him. He says he made more at his night job than
the average Soviet doctor.

A Finance Student

“My brother had to start earning money to support the
family,” says Irina, who was divorced with a young daughter at
the time of their parents’ death. “That was an impetus to start
something new. This personal tragedy coincided with the collapse
of the Soviet Union.”
At the same time, Prokhorov was attending the Moscow
Finance Institute, a Soviet training ground for the ministries
and state banks that ran the planned economy. Prokhorov and his
fellow students formed a close-knit circle that has followed him
as he has accumulated his billions.
The group includes former Krasnoyarsk governor and former
Norilsk CEO Khloponin; Polyus CEO Evgeny Ivanov; and Dmitry
Glotov, a former Polyus executive now at Onexim.
“They were never dissidents or antagonistic to the Soviet
system,” says Mikhail Eskindarov, who was Prokhorov’s dean at
the time and is now rector of the renamed Moscow Finance
Academy, to which Prokhorov has donated $8 million.
In 1988, Prokhorov launched his second business venture:
making stone-washed jeans. Perestroika -- the opening of the
economy -- was in full swing, and the Soviet populace was hungry
for Western-style goods.

Stone-Washed Rubles

To process the denim, Prokhorov rented a corner of a
laundromat on the outskirts of Moscow. In his first year, his
margins were enormous; he made 14 rubles for every one he spent.
Standing in the abandoned, burned-out laundromat on his
first visit back in 18 years, he recalls that he spent his money
rather than counted it.
“I bought a Zhiguli,” he says, using the nickname for the
Soviet-era Lada car. “It was the first time in my life I had
pleasure from money. Nothing has come to beat that feeling.”
His jeans business grew to employ 300 people, and he
realized he had a talent for management. After graduating from
the financial institute in 1989, Prokhorov joined the
International Bank for Economic Cooperation (IBEC), the
institution set up by communist countries to facilitate
financial transactions in rubles.
He started out as a bond dealer and eventually rose to run
the currency department.

Meeting Potanin

That’s where Prokhorov met the man who would become his
close friend and main business partner for the next 16 years:
Vladimir Potanin. It was initially a banker-client relationship.
Potanin came to Prokhorov to open an account at IBEC for his
company, which helped businesses pass through customs. They
became friends.
“We talked for three hours about everything,” Prokhorov
recalls.
As the Soviet banking system began collapsing with the fall
of communism, the pair decided to open their own financial
institution, MFK, in 1992. Prokhorov and Potanin put up 10
percent of the new bank’s $10 million in shareholder capital.
IBEC, where Prokhorov worked and which was in crisis
because of the collapse of communist economies, put up 40
percent. State-owned banks VTB Group and OAO Sberbank
contributed 30 percent and 20 percent, respectively. Most of
IBEC’s clients moved to MFK, and within a year, the duo had
borrowed enough to buy out the state-owned investors and take
full control of the bank.

Hyperinflation

Newly independent Russia was hit by hyperinflation of more
than 2,000 percent, and Prokhorov and Potanin profited from the
crisis by exploiting the dollar-ruble exchange rate. They would
convert rubles to dollars, wait for inflation to eat away at the
ruble’s value and then convert the dollars back into rubles at a
big profit.
“If you had access to a good clientele with really big
ruble deposits, the margins were really enormous and you could
convert them easily to hard currency,” Prokhorov says.
The pair realized they complemented each other. Potanin was
the public face, the one who schmoozed government officials and
often took a lead in business negotiations. Prokhorov was the
banker, manager and headhunter for the group.
“One plus one was much more than two when we were
together,” Prokhorov says. “We are absolutely different in
everything. We have a funny joke. If you put 10 girls of
different appearances in front of us, we will choose five
absolutely different girls. No overlap.”

Import-Export

A year after founding MFK, Prokhorov and Potanin helped set
up a new trade finance bank called United Export & Import Bank,
or Uneximbank. They enlisted major trading companies as
shareholders, in effect locking in their clientele, says Polyus
CEO Ivanov, who worked under Prokhorov at Uneximbank in the
1990s.
“All the big names in foreign trade were there, plus some
oil producers,” Ivanov says. “Potanin was in charge of outside
connections, and Mikhail was running the team.”
Faced with a budget crisis in the mid-1990s, the government
of President Boris Yeltsin took loans from Russian banks in
exchange for allowing them to manage shares in state companies.
In 1995, Prokhorov and Potanin paid the government $170 million
for the right to manage the government’s 38 percent stake in
Norilsk Nickel. Two years later, they bought the stake for $250
million, a bargain in light of the billions of dollars Norilsk
generated in years to come.

‘Cowboy Territory’

Doing business in Russia in the 1990s came down to survival
of the fittest, Prokhorov says.
“It was cowboy territory with no sheriff,” he says.
Asked if he ever paid a bribe, Prokhorov says: “It was 15
years ago, the last time. I need to be frank.”
When they took it over, Norilsk was a debt-ridden,
mismanaged company. Started as a penal colony by Josef Stalin,
its mines are above the Arctic Circle in some of the harshest
conditions in the world.
Prokhorov took the helm in 2001 and radically restructured
the company. The number of workers shrank to 58,000 in 2007 from
125,000 in 2001, as miners and pensioners were taken off the
payroll and resettled in different parts of Russia, says Olga
Golodets, who ran human resources at Norilsk under Prokhorov.
He also removed from his books social enterprises like
nurseries and hospitals, which were part of every big company
under the Soviet system.

Trade Union Battle

Trade unions battled Prokhorov over the planned cuts. In
2003, he persuaded leaders of the Norilsk trade union to halt a
hunger strike by taking to the factory floor himself, telling
workers their salaries would grow if they backed his plans to
reform the company.
“You’re like the governor of a small and very difficult
country,” Prokhorov says of his time running Norilsk. “The
system of corruption was strong.”
His turnaround strategy worked, helped by soaring nickel
prices. Under Prokhorov, net profit at Norilsk rose to $6
billion in 2006 from $1 billion in 2001, according to company
reports.
In 2002, Prokhorov diversified into gold mining when he
bought Polyus and other, smaller gold producers. In 2003, he
made his first investment in the U.S. when Norilsk paid $257
million in cash and metals for 51 percent of Columbus, Montana-
based Stillwater Mining Co. With profits booming at Norilsk, he
spun Polyus off in 2006.
It looked like Prokhorov could do no wrong. Then in January
2007, he boarded a plane for a ski holiday in the Alpine resort
of Courchevel, located about 125 miles (200 kilometers) from
Lyon, France, with a group of friends that he says included
eight young women.

Arrest in France

One morning at the five-star Byblos hotel, Prokhorov was
awakened by a knock on the door. Outside were French police,
telling him they had orders to detain him for running a ring of
prostitutes.
“I started joking: ‘Are you sure you’ve got the right
door?’” he recalls.
Prokhorov’s friends woke up later and tracked him down to a
jail cell in Lyon, where he spent four days.
“We tried to bring him pillows in jail, but they refused
to let us,” says Maxim Finsky, the head of Intergeo,
Prokhorov’s mining exploration company, who was part of his
entourage in Courchevel. “We were traveling together with our
wives and girlfriends.”
Prokhorov, who was released without charges, says the eight
girls were not prostitutes and he did not pay them.

‘Lost in Translation’

“It was just ‘lost in translation,’” Prokhorov says. “It
was a total misunderstanding by the police.”
As Prokhorov tells it, the incident at Courchevel sent
relations with Potanin to the tipping point. He says the two had
had disagreements over strategy for years and had discussed a
corporate divorce even before Courchevel.
“My goal is to create value; he’s more into the political
side,” Prokhorov says. “We always reached a compromise. The
Courchevel story was only a push.”
Potanin declined to comment.
The pair began negotiating a split of assets after
Prokhorov stepped down as CEO of Norilsk in March 2007. After
several months, he finally struck a deal with Deripaska’s Rusal.
Prokhorov and Potanin then began a battle for control of
Polyus, with each side quietly buying up shares in the open
market, CEO Ivanov says. Potanin finally agreed to sell his 38
percent stake in Polyus in March and April 2009 to Suleiman
Kerimov, the Russian billionaire who controls Moscow-based
investment company Nafta Moskva.

Growing Polyus

Polyus is now the world’s 10th-largest gold company by
production and the 5th largest by reserves.
Prokhorov visits the gold mines a few times a year. One day
in December, after flying about 600 kilometers north of the city
of Krasnoyarsk by helicopter to the gold mining region,
Prokhorov drives in -40 degrees Celsius (-40 degrees Fahrenheit)
temperatures to witness the daily explosion at the Olympiada
mine, a 420-meter-deep snow-covered pit.
Explosives loosen rocks and dirt containing gold ore. Giant
Caterpillar trucks haul it to a new $350 million factory built
by Polyus. A conveyor belt pulls up the rocks and dumps them
into 30-foot-high, yellow spinning turbines, which grind them to
powder to extract the gold.
At the other end of the factory, in a unit guarded by half
a dozen armed men, workers in masks and brown wool coats pour
hot liquid gold into 11-kilogram bricks. Prokhorov picks up a
brick and calculates its value in his head at current prices:
$400,000.

Pricing Gold

“I expect the price of gold to be between $1,000 and
$1,300 for the next three years,” he shouts later, over the
humming of his helicopter flying over the frozen forests of
Krasnoyarsk.
Prokhorov says he’s using his stake in Polyus as a hedge
against his cash pile, which he keeps in U.S. dollars.
“In my system of hedging risks, it’s not important where
the price of gold goes,” he says. His gold assets rise when the
dollar falls, and his dollar assets gain when the price of gold
declines, he explains.
Long term, Prokhorov wants Polyus to compete with industry
leaders. He’s willing to merge the company with a foreign rival
to create a global champion. And he’s using his increased stake
in Rusal to push for a merger of the aluminum giant with
Norilsk.
“The best for the country is to merge Norilsk and Rusal to
create a great Russian BHP Billiton,” he says, referring to the
world’s biggest mining company, which is based in Australia.

No Expatriate

Notwithstanding his global ambitions, Prokhorov says he has
no intention of becoming an expatriate like some wealthy
Russians. He says he plans to attend 25 percent of Nets home
games per season -- about 10 games -- and will spend most of the
year in Russia.
One evening in December, he takes to his own court, sinking
one shot after the other. He makes it look as easy as navigating
the financial crisis, as if his next billion were just one dunk
away.

[eseven]

Приветствую всех, удачных торгов!
Статью можно было назвать: Вот это по нашему!

KazakhGold сообщила об ошибках в своей финансовой отчетности за 2008 год, которые были допущены ее прежним руководством. Новые владельцы компании ожидали сюрпризов, но не предполагали, что актив окажется таким проблемным.

По мнению ИК "Тройка-Диалог", одновременный и неожиданный уход из совета директоров наиболее заметных независимых членов - немного тревожное событие с точки зрения миноритарных акционеров компании, которое заметно отразилось на качестве данного органа корпоративного управления. Причины ухода не раскрываются, а условия и сроки эмиссии прав на сумму $100 млн остаются основным фактором неопределенности для дальнейшей динамики котировок компании.

http://nomad.su/?a=4-201003300017

Сообщение отредактировал eseven: 30 March 2010 - 10:54

[muzik03]

Alisher_KZ (29.03.10) писал:

А я думаю, до конца мая сильного падения не будет. Небольшая коррекция, но не обвал.

на российском рынке, такая мини коррекция уже состоялась. Просто сейчас падения рынков не так стремительны и очень заметны, в ближайшее время большая корекция врятли грядет, мы почти пережили Грецию - устойчивость есть.

[eseven]

США оттягивают крах ипотеки
В нынешнем году растущая просрочка по ипотечным кредитам может лишить жилья 4,5 миллиона американских семей. Уведомление об изъятии недвижимости получено в каждом 418-м доме страны. Правительство старается выровнять ситуацию, но пока без особого успеха

www.bigness.ru

[brigadir]

Bammer (30.03.10) писал:

TRADER_2010 (29.03.10) писал:

по поводу комиссий западных брокеров

купил через саксу сегодня энрике на лсе:
5500 по 1179
комиссионные 64,85 GPB гербовый сбор / налог 325,23 GPB
Всего плачу 65 235,08 GPB

ну 0.6% ушло на комиссии вроде не много... правде строго говоря надо бы добавить банковские комиссии за перевод и расходы на конвертацию... гм-м.

Трейдер,дай все расходы,плиз...

Все же я бы не рисковал такими суммами с субброкерами...Недавно SEC арестовала все счета Броко и ее хозяина Мальцева.
Нужна какая-нибудь,но очень жесткая система по деньгам.РБС недавно свою описывал,обязательно выводит половину профита и вкладывает в другие активы.Надеюсь уже только с профита торгует...

[budavar]

brigadir (30.03.10) писал:

Bammer (30.03.10) писал:

TRADER_2010 (29.03.10) писал:

по поводу комиссий западных брокеров

купил через саксу сегодня энрике на лсе:
5500 по 1179
комиссионные 64,85 GPB гербовый сбор / налог 325,23 GPB
Всего плачу 65 235,08 GPB

ну 0.6% ушло на комиссии вроде не много... правде строго говоря надо бы добавить банковские комиссии за перевод и расходы на конвертацию... гм-м.

Трейдер,дай все расходы,плиз...

Все же я бы не рисковал такими суммами с субброкерами...Недавно SEC арестовала все счета Броко и ее хозяина Мальцева.
Нужна какая-нибудь,но очень жесткая система по деньгам.РБС недавно свою описывал,обязательно выводит половину профита и вкладывает в другие активы.Надеюсь уже только с профита торгует...

Так через нашего брокера дешевле выходит.. комиссия 0,2% например у Сентраса...