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UPDATE 2-KGHM sees 2010 net beating target by 10 pct or less

Published 11/10/2010, 11:18 AM
Updated 11/10/2010, 11:20 AM
HG
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* Q3 net 1.02 bln zloty vs 1.05 bln in Reuters poll

* To post new 2010 guidance in Dec, books 83 pct of target

* Sees 2010 net profit target increase below 10 pct

* Says larger fall in copper prices is in the air

* Shares down 4.9 pct, heaviest Warsaw blue-chip faller

(Adds CFO comments, share reaction)

By Agnieszka Barteczko and Adrian Krajewski

WARSAW, Nov 10 (Reuters) - Europe's No.2 copper producer KGHM said 2010 net profit will top its 3.9 billion zloty ($1.4 billion) target by less than 10 percent, after hedging valuations crimped its third-quarter earnings.

The state-controlled miner, valued at $10 billion, will post new full-year guidance in December. It has booked 83 percent of the target, raised only in September, after nine months.

"There are no grounds for a significant increase in forecasts -- that is, by more than 10 percent -- taking into account our hedging transactions," Chief Financial Officer Maciej Tybura told a news conference.

KGHM said earlier on Wednesday its third-quarter bottom line almost tripled to 1.02 billion zlotys on spiking copper prices, roughly in line with analyst forecasts, but anchored by a negative hedging valuation of 351 million.

Its shares led Warsaw-quoted blue-chip decliners with a drop of 4.93 percent to 136.9 zlotys, from a near-record 144 zlotys on Tuesday when boosted by three-month copper prices approaching a record high.

However Wednesday's soft trade data from China, the world's top copper consumer, pushed the metal's price lower amid concern recent commodity price gains were too strong.

"As a producer we are sceptical whether, in times of crisis, copper, as an industrial metal, can be an investment safe-haven," KGHM hedging director Janusz Romanowski said. "Larger correction of copper prices is in the air."

Next year, the miner plans to book one-off gains from the sale of non-core holdings in fixed-line operator Dialog and mobile telecom Polkomtel, valued in its books at 825 million and 1.16 billion zlotys respectively.

KGHM, utility PGE, refiner PKN and coal trader Weglokoks plan to sell 75 percent in Polkomtel, with Britain's Vodafone open to adding the remaining stake to the pile in what could be Europe's largest telecom buyout since the pre-crisis takeovers of Wind and TDC.

($1=2.829 Zloty)

(Writing by Adrian Krajewski; Editing by Erica Billingham, David Holmes and David Hulmes)

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