Freitag, 26. September 2014
Goldcorp-Boss und Branchenlegende Ian Telfer ist noch lange nicht müde
Lesenswerte Zeilen in einem aktuellen Interview der Vancouver Sun über Ian Telfer - einen der erfolgreichsten und großartigsten Unternehmern im globalen Minen- und Goldsektor:
Donnerstag, 25. September 2014
Die gute FED, die fröhliche Papiergeldflut und das böse, böse Gold
Aktueller, lesenswerter Beitrag von ZH:
Submitted by Tyler Durden on 09/24/2014 20:43 -0400
Paul Craig Roberts: "A Rigged Gold Price Distorts Perception Of Economic Reality"
The Federal Reserve and its bullion bank agents (JP Morgan, Scotia, and HSBC) have been using naked short-selling to drive down the price of gold since September 2011. The latest containment effort began in mid-July of this year, after gold had moved higher in price from the beginning of June and was threatening to take out key technical levels, which would have triggered a flood of buying from hedge funds.
The Fed and its agents rig the gold price in the New York Comex futures (paper gold) market. The bullion banks have the ability to print an unlimited supply of gold contracts which are sold in large volumes at times when Comex activity is light.
Generally, on the other side of the trade the buyers of contracts are large hedge funds and other speculators, who use the contracts to speculate on the direction of the gold price. The hedge funds and speculators have no interest in acquiring physical gold and settle their bets in cash, which makes it possible for the bullion banks to sell claims to gold that they cannot back with physical metal. Contracts sold without underlying gold to back them are called “uncovered contracts” or “naked shorts.” It is illegal to engage in naked shorting in the stock and bond markets, but it is permitted in the gold futures market.
The fact that the price of gold is determined in a futures market in which paper claims to gold are traded merely to speculate on price means that the Fed and its bank agents can suppress the price of gold even though demand for physical gold is rising. If there were strict requirements that gold shorts could not be naked and had to be backed by the seller’s possession of physical gold represented by the futures contract, the Federal Reserve and its agents would be unable to control the price of gold, and the gold price would be much higher than it is now.
Gold price manipulation is used when demand for delivery of gold bullion begins to put upward pressure on the price of gold and hedge funds speculate on the rising price of gold by purchasing large quantities of Comex futures contracts (paper gold). This speculation accelerates the upward move in the price of gold. The TF Metals Report provides a good description of this illegal manipulation of the gold market:
“Over a period of 10 weeks to begin the year, the Comex bullion banks were able to limit the rally to only 15% by supplying the “market” with 95,000 brand new naked short contracts. That’s 9.5MM ounces of make-believe paper gold or about 295 metric tonnes.“Over a period of just 5 weeks in June and July, the Comex bullion banks were able to limit the rally to only 7% by supplying the “market” with 79,000 brand new naked short contracts. That’s 7.9MM ounces of make-believe paper gold or about 246 metric tonnes.” http://www.tfmetalsreport.com/comment/429940In previous columns, we have documented the heavy short-selling into light trading periods.
See for example: http://www.paulcraigroberts.org/2014/07/16/insider-trading-financial-terrorism-comex/
The bullion banks do not have nearly enough gold in their possession to make deliveries to the buyers if the buyers decide to stand for delivery per the terms of the paper gold contract. The reason this scheme works is because the majority of the buyers of the contracts are speculators, not gold purchasers, and never demand delivery of the gold. Instead, they settle the contracts in cash. They are looking for short-term trading profits, not for a gold hedge against currency inflation. If a majority of the longs (the purchasers of the contracts) required delivery of the gold, the regulators would not tolerate the extent to which gold is shorted with uncovered contracts.
In our opinion, the manipulation is illegal, because it is insider trading. The bullion banks that short the gold market are clearing members of the Comex/NYMEX/CME. In that role, the bullion banks have access to the computer system used to clear and settle trades, which means that the bullion banks have access to all the trading positions, including those of the hedge funds. When the hedge funds are in the deepest, the bullion banks dump naked shorts on the Comex, driving down the futures price, which triggers selling from stop-loss orders and margin calls that drive the price down further. Then the bullion banks buy the contracts at a lower price than they sold and pocket the difference, simultaneously serving the Fed by protecting the dollar from the Fed’s loose monetary policy by lowering the gold price and preventing the concern that a rising gold price would bring to the dollar.
Since mid-July, nearly every night in the US the price of gold remains steady or drifts higher. This is when the eastern hemisphere markets are open and the market players are busy buying physical gold for which delivery is mandatory. But as regular as clockwork, following the close of the Asian markets, the London and New York paper gold markets open, and the price of gold is immediately taken lower as paper gold contracts flood into the market setting a negative tone for the day’s trading.
Gold serves as a warning for aware people that financial and economic trouble are brewing. For instance, from the period of time just before the tech bubble collapsed (January 2000) until just before the collapse of Bear Stearns triggered the Great Financial Crisis (March 2008), gold rose in value from $250 to $1020 per ounce, or just over 400%. Moreover, in the period since the Great Financial Collapse, gold has risen 61% despite claims that the financial system was repaired. It was up as much as 225% (September 2011) before the Fed began the systematic take-down and containment of gold in order to protect the dollar from the massive creation of new dollars required by Quantitative Easing.
The US economy and financial system are in worse condition than the Fed and Treasury claim and the financial media reports. Both public and private debt burdens are high. Corporations are borrowing from banks in order to buy back their own stocks. This leaves corporations with new debt but without income streams from new investments with which to service the debt. Retail stores are in trouble, including dollar store chains. The housing market is showing signs of renewed downturn. The September 16 release of the 2013 Income and Poverty report shows that real median household income has declined to the level in 1994 two decades ago and is actually lower than in the late 1960s and early 1970s. The combination of high debt and decline in real income means that there is no engine to drive the economy.
In the 21st century, US debt and money creation has not been matched by an increase in real goods and services. The implication of this mismatch is inflation. Without the price-rigging by the bullion banks, gold and silver would be reflecting these inflation expectations.
The dollar is also in trouble because its role as world reserve currency is threatened by the abuse of this role in order to gain financial hegemony over others and to punish with sanctions those countries that do not comply with the goals of US foreign policy. The Wolfowitz Doctrine, which is the basis of US foreign policy, says that it is imperative for Washington to prevent the rise of other countries, such as Russia and China, that can limit the exercise of US power.
Sanctions and the threat of sanctions encourage other countries to leave the dollar payments system and to abandon the petrodollar. The BRICS (Brazil, Russia, India, China, South Africa) have formed to do precisely that. Russia and China have arranged a massive long-term energy deal that avoids use of the US dollar. Both countries are settling their trade accounts with each other in their own currencies, and this practice is spreading. China is considering a gold-backed yuan, which would make the Chinese currency highly desirable as a reserve asset. It is possible that the Fed’s attack on gold is also aimed at making Chinese and Russian gold accumulation less supportive of their currencies. A currency linked to a falling gold price is not the same as a currency linked to a rising gold price.
It is unclear whether the new Chinese gold exchange in Shanghai will displace the London and New York futures markets. Naked short-selling is not permitted in the Chinese gold exchange. The world could end up with two gold futures markets: one based on assessments of reality, and the other based on gambling and price-rigging.
The future will also determine whether the role of reserve currency has been overtaken by time. The US dollar took that role in the aftermath of World War II, a time when the US had the only industrial economy that had not been destroyed in the war. A stable means of settling international accounts was needed. Today there are many economies that have tradable currencies, and accounts can be settled between countries in their own currencies. There is no longer a need for a single reserve currency. As this realization spreads, pressure on the dollar’s value will intensify.
For a period the Federal Reserve can support the dollar’s exchange value by pressuring Japan and the European Central Bank to print their currencies with which to support the dollar with purchases in the foreign exchange market. Other countries, such as Switzerland, will print their own currencies so as not to endanger their exports by a rise in the dollar price of their exports. But eventually the large US trade deficits produced by offshoring the production of goods and services sold into US markets and the collapse of the middle class and tax base caused by jobs offshoring will destroy the value of the US dollar.
When that day arrives, US living standards, already endangered, will plummet. American power will have been destroyed by corporate greed and the Fed’s policy of sacrificing the US economy in order to save four or five mega-banks, whose former executives control the Fed, the US Treasury, and the federal financial regulatory agencies.
Frank Giustra über Gold und Goldinvestments
Die jüngsten Kommentare vom legendären Frank Giustra:
New York City (Kitco News) - There is a reason to hold gold but patience is a virtue, said Frank Giustra, renowned resource investor and co-founder of the Clinton Giustra Enterprise Partnership.
"All the reasons why gold went to $2,000 in the first place are still there, and in spades," he said during an interview with Kitco News’ Daniela Cambone at the Clinton Global Initiative annual meeting on Tuesday.
Gold is currently stuck in a 'no one cares phase' but his views on the metal remain unchanged he said on the sidelines of the annual meeting in New York.
"Nothing has changed fundamentally to tell me in any way that one should divest of their gold position," he said. "I just think you have to have some gold in your portfolio because currencies are being devalued by money printing worldwide."
 |
| Frank Giustra, co-founder of the Clinton Giustra Enterprise Partnership and CEO of Fiore Financial talks with Kitco News during the 10th annual Clinton Global Initiative annual meeting, in New York City. |
Looking ahead, Giustra, who is also the CEO of Fiore Financial, said that he does not expect to see a robust U.S. economy once the Federal Reserve ends its quantitative easing program. Last week, following the Federal Open Market Committee Meeting, Fed Chair Janet Yellen confirmed that central bank intends to end its monthly bond-purchase program in October.
"I think the accommodative policy that's been in place for a number of years now is going to have to continue in some fashion, and that's always good for gold," Giustra argued.
Catching the Canadian investor's attention these days are the gold mining stocks.
"For many years I liked physical [gold]," he said. "But now, what's happened in the last couple of years with this very severe bear market in the mining sector is that the gold stocks are becoming much more interesting," said Giustra who also serves as an advisor for Endeavour Mining.
Giustra, remains optimistic for gold, ending off the interview with one clear message:
"I think we're in the middle of a very long-term bull market in gold […] the situation hasn't improved, in many cases it's gotten much worse, so there is a reason to hold your gold.."
Quote:
IDM Mining schließt Privatplatzierung, gibt Insider-Engagement bekannt und legt Top-Explorationsresultate vor
Lukrative
Junior-Stories mit einem erstklassigen Management und hoher Qualität schaffen
es auch in dieser Zeit sich zu guten Finanzierungskonditionen frisches Kapital
zu beschaffen.
Die kanadische Juniorfirma IDM Mining (TSX:IDM),
die in British Columbia (B.C.) das hochgradige Red Mountain Goldprojekt entwickelt, gibt diese Woche die
erfolgreiche Schließung der am Anfang September verkündeten
Privatplatzierung bekannt.
Die abgeschlossene Finanzierung war eine Kombination aus
FT-Financing (Steuervorteile für Investoren aus B.C.) und einem „hard dollar“
Private Placement. Es wurden somit rund 3,1 Mio. FT-Aktien zu 0,45 CAD
ausgegeben, sowie ca. 1,48 PP-Einheiten zu 0,40 CAD. Jeder Finanzierungsanteil
aus der Privatplatzierung verfügt darüber hinaus wie üblich einen Warrant mit
einem Strike zu 0,50 CAD über eine Dauer von zwei Jahren.
Das entspricht somit für IDM Mining einer aggregierten
Finanzierungssumme von 2 Mio. CAD und diese ist im Hinblick auf die
Marktkapitalisierung von weniger als 15 Mio. CAD inkl. den sehr anspruchsvollen
Marktverhältnissen absolut ansehnlich.
Zudem sollte man sich vor Augen führen, dass IDM’s
Aktienkurs Ende April noch bei weniger als 0,20 CAD stand und so wurde die
jüngste Finanzierung auf einem sehr guten und folgend verwässerungsschonenden
Aktienkurs-Niveau erfolgreich durchgeführt. Auch hier spiegelt sich die
exzellente Arbeit des Head Managements wider, das über ein sehr starkes
Kontaktnetzwerk in Nordamerika verfügt, was für eine Juniorfirma stets von
großer Relevanz und Bedeutung ist.
Wie die Junior-Firma außerdem bekannt gab, wird es aufgrund
der hohen Nachfrage nach PP-Aktien und dem Interesse von Investoren eine
weitere Privatplatzierung von bis zu 1,5 Mio. Firmenaktien geben. Diese sollen
laut des Managements zum Großteil von Insidern übernommen wurden, was eine sehr
gute und vertrauensvolle Nachricht ist. Nachhaltiges Engagement von den
Verantwortlichen wird im Junior-Sektor immer gerne gesehen und ist eine
Bestätigung für die Überzeugung in den zukünftigen Story-Werdegang.
Das frische Kapital soll primär für die Exploration und
Entwicklung des Flaggschiff-Projekts Red
Mountain Gold verwendet werden, für das IDM im Frühsommer eine positive
Vor-Machbarkeitsschätzung (PEA) vorlegte und nun die hochgradige Gold-Ressourcen
erweitern will.
IDM Mining legte in den News um die Finanzierung dann auch
noch eine gute Nachricht von der Explorationsfront vor. Der Junior-Firma ist
die Discovery von drei neuen Zonen mit hochgradigen Gold-Mineralisierungen
gelungen.
Hier die Highlights der jüngsten Arbeiten beim
Probenentnahme-Programm an der Oberfläche, die auf das Auftreten von weiteren
hochgradigen Goldzonen hindeuten:
- 10.6
grams per tonne gold over 3.94 metres in channel samples at Wyy Lo'oop prospect, Cambria zone;
- 10.9
g/t over 8.13 metres in channel samples at Uxlox prospect, Cambria zone;
- Eight
of 10 grab and channel samples assayed greater than one g/t Au, up to 11.4
g/t at Fridge zone.
Folgend eine Map zur Orientierung und ein visueller Einblick
in die jüngste Discovery:
Quelle: idmmining.com
Quelle: idmmining.com
Rob McLeod, IDM
Mining’s Präsident und CEO, kommentierte die letzten, positiven Entwicklungen
und freut sich auf die nächsten Ergebnisse: "The
discovery of high-grade outcropping sulphides 500 metres to the east and on
strike from the Marc zone resource is encouraging. We look forward to
drilling the initial holes at the Wyy Lo'oop and Uxlox discoveries at the
Cambria zone during the next couple of weeks."
IDM hat die nächste Bohrphase vor kurzer Zeit bereits
gestartet und so werden viele Neuigkeiten in den nächsten Monaten erwartet. Der
Fahrplan siehe unten verspricht eine spannende Zeit.
Der Link zur aktuellen Firmenpräsentation mit zahlreichen
wertvollen Hintergrundinfo und visuellen Einblicken: http://www.idmmining.com/_resources/presentation/IDM_MINING_July2014_PEA_Corp_Presentation.pdf
Quelle: idmming.com
Quote:
IDM Mining:
Starker Newsflow und solide Unternehmens-Fortschritte in einem schwierigen
Marktumfeld
Trotz sehr
anspruchsvoller Marktlage im Junior- und Goldminen-Sektor kommt die junge
kanadische Story IDM Mining sehr gut voran und erhöht dadurch ihre
Attraktivität..
Mittwoch, 24. September 2014
Gold Standard Ventures fügt weiteres Bohrgerät auf dem Pinion-Railroad Projekt in Nevada zu – Analysten bestätigen Übernahmepotential und erhöhen Kursziele
Die Arbeitsprogramme
im ruhmreichsten Goldminen-Bezirk in Nordamerika laufen bei der kanadischen Juniorgesellschaft
auf Hochtouren.
Gold Standard
Ventures (TSX-V:GSV, AMEX:GSV, ISIN: CA3807381049) gab heute offiziell den
aktiven Start des zweiten Reverse-Circulations-Bohrgeräts (RC Drilling rig) auf
dem fokussierten Pinion-Railroad-Projekts
im US-Bundesstaat Nevada bekannt. Das Hauptprojekt befindet sich in einer
prominenten Minenregion im Herzen des Carlin
Gold Trends, der auch die wichtigste Förderregion für die zwei weltgrößten
Goldproduzenten Barrick Gold (NYE:ABX) und Newmont Mining (NYE:NEM)
darstellt.
Zwei Bohrgeräte sind von nun mit Volldampf aktiv. Aufgrund
der oberflächennahen Gold-Mineralisierungen um dem Fokus auf Goldzonen mit
oxidischem Erz ist Gold Standard in der Lage, durch relativ kostenschonende
RC-Bohrungen (vgl. erheblich teurere Diamanten-Bohrungen) signifikante
Fortschritte an der Explorations- und Bohrfront zu erreichen. Die
Kapitaleffizienz ist für die Juniorfirma demnach wesentlich höher.
Das aktuelle Bohrprogramm sieht zwei Ziele vor. Zum einen
soll das identifizierte Pinion
Gold-Vorkommen, das bereits eine Ressource von rund 1,5 Mio. Goldunzen umfasst,
erweitert werden. Die Chancen stehen hierfür sehr gut, denn das Geologenteam
hat bereits im letzten Bohrprogramm erfolgreiche Expansions-Bohrungen erzielt.
Quelle: goldstandardv.com
Zum anderen zielt das laufende Arbeitsprogramm auf die
Erweiterung eines weiteren, attraktiven Bohrziels ab: Der Projektbereich von Bald Mountain hat bereits gezeigt, dass
hier interessante Gold- und Kupfer-Mineralisierungen auftreten, die
möglicherweise erweitert werden können. Auch auf Bald Mountain ist es Gold
Standard erfolgreich gelungen, das Auftreten von lukrativem Oxid-Gold zu
bestätigen.
Quelle: goldstandardv.com
Hierzu der informative Kommentar von Mac Jackson, Vice President of
Exploration bei Gold Standard,
erklärt: „Im Rahmen unserer systematischen
geologischen Untersuchungen konnten wir zahlreiche Ziele und Ausrichtungen
definieren, in denen die Lagerstätte Pinion erweitert werden kann. Unser
Hauptziel ist es, entlang der aussichtsreichen Strukturen zusätzliche
Goldmineralisierungen nahe der Oberfläche, die mächtiger sind und einen höheren
Erzgehalt aufweisen, zu entdecken. Angesichts des Rückgangs bei den
Metallpreisen und der damit einhergehenden Verlangsamung der Exploration in der
Branche profitiert unser Programm von den geringen Kosten und dem Zugriff auf
erfahrenere Teams, sodass ein sehr hoher Wirkungsgrad erzielt werden kann. Die
sich hier präsentierenden Möglichkeiten stimmen uns sehr optimistisch und wir
sind bereit, dieses umfangreiche Phase-2-Bohrprogramm bei Pinion in Angriff zu
nehmen. Wir freuen uns darauf, im Laufe des Herbsts über die Ergebnisse aus den
Zielzonen Pinion und Bald Mountain berichten zu können.“
Die soliden Fortschritte und laufenden Aktivitäten führen
dazu, dass einige Analysten ihre Kursziele bei Gold Standard nicht nur
bestätigen, sondern sogar stark erhöhen. Auf dem aktuellen Aktienkursniveau
keine Verwunderung. Die Gold Standard Aktien notierte im Hoch mal bei knapp 3
kanadischen Dollar und kann gerade zu rund 0,70 CAD erworben werden. Weiter wurde
nochmals ausdrücklich das erhebliche Übernahmepotential der Juniorfirma
herausgearbeitet.
Die neusten Kommentare und Analysen von Rockstone Research können Sie hier einlesen: http://www.more-ir.de/d/12498.pdf.
Rockstone’s Kursziel bleibt unverändert bei 2,82 EUR.
Der australische Finanzdienstleister und Rohstoff-Spezialist
Macquarie gab nach dem großen
Firmenmeilenstein um die erste NI 43-101 konforme Ressourcen-Schätzung auf
Pinion eine Fallstudie mit drei potentiellen Entwicklungen voraus. Der „Best
Case“ sieht ein Kurspotential von bis zu 10 CAD vor. Folgend ein kurzer
Ausschnitt aus dem Research Reports:
Quelle: Macquarie Research, September 2014
Quote:
Gold Standard Ventures: Großer Projekt-Meilenstein auf Pinion in Nevada ist nur der Anfang
Mit der Vorlage des ersten, qualitativen Ressourcen-Reports, der starke Ergebnisse lieferte, stellt die Junior-Gesellschaft die Weichen für die Zukunft..
Marktgerüchte: Übernahme-Chancen von Gold Standard Ventures im US-Goldminen-Staat Nr. 1 wachsen
Hierzu ein aktueller Beitrag von CEO.CA - Mein Kollege Tommy H. aus Vancouver hatte erst vor ein paar Tagen ein Gespräch mit Gold Standard's CEO John Awde, der diese Woche auf dem renommierten Denver Gold Forumsich und seine Story präsentierte:
Gold- und Silberminen-Sektor: Bärenmarkt im historischen Vergleich weit fortgeschritten
Aktuelles Update mit dem Philadelphia Gold & Silver Index (XAU) als passende Benchmark - angefertigt bereitgestellt von Jordan Roy-Byrne (The Daily Gold).
Quelle: thedailygold.com
Quote:
Bird’s Eye View of the Gold Stocks
Dienstag, 23. September 2014
Columbus Gold: Prominenter US-Investor geht an Bord und übernimmt 10% der Junior-Firma
Besonders aussichtsreiche und substanzstarke
Junior-Stories erhalten auch in dieser enorm schwierigen Marktphase Kapital.
Sehr spannende News bei Columbus Gold (TSX-V:CGT). Ein überzeugter und wohlhabender Investor aus den Vereinigten Staaten hat sich mit einer Millionen-Summe (> 5,3 Mio. CAD) eingekauft und hält jetzt rund 10% am Unternehmen.
Es war meines Erachtens genau der richtige Schritt von Columbus, die ursprüngliche Finanzierung zu verringern und nun einen Insider-Deal mit einem starken Investor vorzuziehen. So wandern die neuen Aktien in starke Hände (laut des CEOs Robert Giustra "ein besonnener Langfrist-Anleger") und Columbus erhält das Geld ohne neue Warrants ausgeben zu müssen.
Mit der frischen und für diese Marktverhältnisse definitiv beachtlichen Geldspritze kann auf dem fokussierten Gold/Silber-Projekt in Nevada (Eastside) jetzt ein intensives Bohr- und Explorations-Programm gestartet werden.
Parallel werden die Entwicklungen auf dem Flaggschiff Paul Isnard in Französisch Guyana mit dem Projektpartner Nordgold (LSE:NORD) vorangetrieben. So wird der Newsflow in den nächsten Monaten gewiss nicht abreißen..
Der Aktienkurs explodiert heute und legte binnen 24h um über 20% zu, das Handelsvolumen in den letzten Tagen ist eindrucksvoll.
Quote:
Columbus Gold: Starker Newsflow - Zwei Company-Maker Gold-Projekte jetzt im Fokus
Columbus Gold (TSX-V:CGT) ist ein Junior-Explorer und Projekt-Entwickler, der im Südamerika-Staat Französisch Guyana und im US-Goldminen-Heimatstaat Nevada seine Projekte exploriert und entwickelt..
Link: http://rohstoffaktien.blogspot.de/2014/09/columbus-gold-starker-newsflow-zwei.html
Quote #2:
Columbus Gold: Drittes Bohrgerät auf Hauptprojekt Paul Isnard in Französisch Guyana ab sofort aktiv
Bei Gold-Explorer Columbus Gold (TSX-V:CGT) hält der starke Newsflow an. Die Explorationsprogramme auf dem Hauptprojekt Paul Isnard, die zu 100% von Projekt-Partner Nordgold (LSE:NORD) finanziert werden, laufen jetzt planmäßig auf Hochtouren: 3 Bohrgeräte sind nun voll aktiv..
Link: http://rohstoffaktien.blogspot.de/2014/09/columbus-gold-starker-newsflow-zwei.html
Sehr spannende News bei Columbus Gold (TSX-V:CGT). Ein überzeugter und wohlhabender Investor aus den Vereinigten Staaten hat sich mit einer Millionen-Summe (> 5,3 Mio. CAD) eingekauft und hält jetzt rund 10% am Unternehmen.
Columbus Gold Places 9.9% Stake with Prominent US Investor in Amended PP
Es war meines Erachtens genau der richtige Schritt von Columbus, die ursprüngliche Finanzierung zu verringern und nun einen Insider-Deal mit einem starken Investor vorzuziehen. So wandern die neuen Aktien in starke Hände (laut des CEOs Robert Giustra "ein besonnener Langfrist-Anleger") und Columbus erhält das Geld ohne neue Warrants ausgeben zu müssen.
Mit der frischen und für diese Marktverhältnisse definitiv beachtlichen Geldspritze kann auf dem fokussierten Gold/Silber-Projekt in Nevada (Eastside) jetzt ein intensives Bohr- und Explorations-Programm gestartet werden.
Parallel werden die Entwicklungen auf dem Flaggschiff Paul Isnard in Französisch Guyana mit dem Projektpartner Nordgold (LSE:NORD) vorangetrieben. So wird der Newsflow in den nächsten Monaten gewiss nicht abreißen..
Der Aktienkurs explodiert heute und legte binnen 24h um über 20% zu, das Handelsvolumen in den letzten Tagen ist eindrucksvoll.
Quelle: bigcharts.com
Quote:
Columbus Gold: Starker Newsflow - Zwei Company-Maker Gold-Projekte jetzt im Fokus
Columbus Gold (TSX-V:CGT) ist ein Junior-Explorer und Projekt-Entwickler, der im Südamerika-Staat Französisch Guyana und im US-Goldminen-Heimatstaat Nevada seine Projekte exploriert und entwickelt..
Link: http://rohstoffaktien.blogspot.de/2014/09/columbus-gold-starker-newsflow-zwei.html
Quote #2:
Columbus Gold: Drittes Bohrgerät auf Hauptprojekt Paul Isnard in Französisch Guyana ab sofort aktiv
Bei Gold-Explorer Columbus Gold (TSX-V:CGT) hält der starke Newsflow an. Die Explorationsprogramme auf dem Hauptprojekt Paul Isnard, die zu 100% von Projekt-Partner Nordgold (LSE:NORD) finanziert werden, laufen jetzt planmäßig auf Hochtouren: 3 Bohrgeräte sind nun voll aktiv..
Link: http://rohstoffaktien.blogspot.de/2014/09/columbus-gold-starker-newsflow-zwei.html
SPDR Gold Trust ETF, GLD: Bestände fallen auf tiefsten Stand seit Dezember 2008
Die Investmentnachfrage im wichtigsten Gold-ETF der Welt (GLD) erreicht einen neuen Mehrjahres-Tiefstand.
Quote:
Quote #2:
SPDR Gold Trust ETF: Recent Liquidations
Sep. 23, 2014 4:27 PM ET
Quote:
"Die Nachfrage nach dem amerikanischen an der NYSE gelisteten Gold-ETF "GLD" ist auf den tiefsten Stand seit 5 1/2 Jahren gesunken. Zuletzt wurden zur Besicherung der verwalteten Vermögenseinlagen in den ETF nur noch 776,44 Tonnen Gold gehalten, das sind 7.78 Tonnen weniger als vergangene Woche. Die Rücknahmen in dem ETF erreichen den höchsten Stand seit April, schreibt Barclays. Seit Jahresbeginn wurden mehr als 18 Tonnen Gold aus dem ETF abgezogen. Der aktuelle Stand ist der tiefste seit dem 26. Dezember 2008."
Link: http://www.godmode-trader.de/artikel/gold-investment-nachfrage-sinkt-auf-neues-tief,3895074
Quote #2:
SPDR Gold Trust ETF: Recent Liquidations
Sep. 23, 2014 4:27 PM ET
Summary:
- GLD total gold holdings (ounces) and the gold price are highly correlated.
- Recent liquidations have reduced total holdings to 25 million ounces.
- Regression analysis indicates the gold price could drop to $1,000/oz, or, GLD holdings will pick up to 31 million ounces.
- Gold price and GLD holdings are "reflexive" in nature, in that they influence each other. The dependent vs. independent variable is not entirely clear..
Quelle: seekingalpha.com
Quelle: seekingalpha.com
Quelle: bigcharts.com
Quelle: bigcharts.com
Krise in der Kohlebranche: BHP Billiton und Mitsubishi reagieren in Australien mit weiteren Entlassungen
Angebotsüberschüsse und eine schwächere Nachfrage auf dem Weltmarkt belasten die Kohlepreise weiter. Aktuelles Update von SA:
Die allwissenden und allmächtigen Goldmänner und ihr jüngstes Statement zur schwer getroffenen Eisenerz-Industrie - natürlich kommt die neue Schock-Prognose wie so oft nach einem schweren Ausverkauf..
BHP-Mitsubishi
Australian coal mining JV cuts more jobs
Carl
Surran, SA News Editor
- BHP Billiton (NYSE:BHP) and Mitsubishi say they plan to cut ~700 jobs from their joint Australian coal mining operations in central Queensland state, continuing a cost-cutting drive that has been going on for more than 18 months.
- The BHP-Mitsubishi Australian JV is the world's biggest exporter of steelmaking coal
- Coking coal prices are near their lowest levels in seven years as rising supplies of the commodity have outpaced demand; this year alone, prices have fallen more than 20%.
Die Aktien des weltgrößten Rohstoffproduzenten BHP Billiton (NYE:BHP) krachten aufgrund des schweren Ausverkaufs bei den Rohstoffen (vor allem Eisenerz belastet die Big Player) in den letzten Tagen auf ein neues 52-Wochentief:
Quelle: bigcharts.com
Quote:
Eisenerz-Industrie, Rio Tinto, Vale, BHP Billiton: Goldman Sachs sieht Ende des goldenen Eisenerz-Zeitalters
Gold zeigt Lebenszeichen..
Über der Marke von 1.240 USD/Oz auf SK-Basis werden die Shorties an der COMEX erste Probleme bekommen. Wie so oft könnte es ganz schnell gehen und dann läuft das runtergeprügelte gelbe Metall wieder komplett gegen jeden Trend und jede MSM-Einschätzung. Noch darf der heutige Reversal aber rein als technischer Pullback gewertet werden (siehe auch Dollar-Schwäche als Haupttreiber bis dato). Erst oberhalb von 1.270-1.280 USD/Oz hellt sich die Situation wieder richtig auf..
Vereinbarung genehmigt: Goldförderer B2Gold darf Papillon Resources übernehmen
Der australische Bundesgerichtshof hat die Übernahme von Papillon Resources (ASX:PIR) durch den wachstumshungrigen Goldproduzenten B2Gold (TSX:BTO) genehmigt.
Mr. Clive Johnson reports
B2GOLD CORP.: SCHEME OF ARRANGEMENT RECEIVES FINAL COURT APPROVAL
B2Gold Corp.'s scheme of arrangement transaction with Papillon Resources Ltd. received final approval of the Federal Court of Australia on Sept. 22, 2014. Under the scheme of arrangement, B2Gold will acquire all of the issued and outstanding shares of Papillon.
The scheme of arrangement had been previously approved by an overwhelming majority of the Papillon shareholders at the Papillon scheme meeting held on Sept. 15, 2014. The record date for determining the holders of Papillon shares entitled to receive B2Gold shares under the scheme of arrangement is Sept. 26, 2014. B2Gold expects the scheme of arrangement to be fully implemented on Oct. 3, 2014, including the issuance of B2Gold shares to former Papillon shareholders..
Quelle: http://www.stockwatch.com/News/Item.aspx?bid=Z-C:BTO-2213528
Quote:
B2Gold schlägt auf dem afrikanischen Kontinent ein weiteres Mal zu
B2Gold gains final Australian court OK for Papillon buy
2014-09-22 16:32 ET - News ReleaseB2GOLD CORP.: SCHEME OF ARRANGEMENT RECEIVES FINAL COURT APPROVAL
B2Gold Corp.'s scheme of arrangement transaction with Papillon Resources Ltd. received final approval of the Federal Court of Australia on Sept. 22, 2014. Under the scheme of arrangement, B2Gold will acquire all of the issued and outstanding shares of Papillon.
The scheme of arrangement had been previously approved by an overwhelming majority of the Papillon shareholders at the Papillon scheme meeting held on Sept. 15, 2014. The record date for determining the holders of Papillon shares entitled to receive B2Gold shares under the scheme of arrangement is Sept. 26, 2014. B2Gold expects the scheme of arrangement to be fully implemented on Oct. 3, 2014, including the issuance of B2Gold shares to former Papillon shareholders..
Quelle: http://www.stockwatch.com/News/Item.aspx?bid=Z-C:BTO-2213528
Quelle: bigcharts.com
Quote:
B2Gold schlägt auf dem afrikanischen Kontinent ein weiteres Mal zu
Mit der Übernahme von Papillon Resources visiert der wachstumshungrige Goldproduzent B2Gold bereits die dritte M&A-Transaktion in Afrika während der letzten drei Jahre an..
Montag, 22. September 2014
Goldproduzenten: Gesamtkosten der Goldproduktion sind drastisch in den letzten 10 Jahren angestiegen - fallen aber seit einigen Quartalen zurück
Review zur Kosteinflation mit einem aktuellen Artikel von The Globe and Mail:
How much does it really cost to mine an ounce of gold?
David Milstead - Special to The Globe and Mail - Published Friday, Sep. 19 2014, 6:45 PM EDT
For years, miners liked to talk about “cash costs,” the mine-level expenses of pulling an ounce of gold from the ground. For the most part, cash costs ran from $500 (U.S.) to $800 per ounce, depending on a miner’s properties..
Link: http://www.theglobeandmail.com/globe-investor/investment-ideas/how-much-does-it-really-cost-to-mine-an-ounce-of-gold/article20709844
Quote:
Senior-Goldproduzenten: Kosten fallen mehrere Quartale nacheinander - das erste Mal seit 1998
Nach mehr als 15 Jahren Kosteninflation schaffen die Majors bedeutende Senkungen. Doch der Schein trügt..
Link: http://rohstoffaktien.blogspot.de/2014/06/senior-goldproduzenten-kosten-fallen.html
How much does it really cost to mine an ounce of gold?
David Milstead - Special to The Globe and Mail - Published Friday, Sep. 19 2014, 6:45 PM EDT
For years, miners liked to talk about “cash costs,” the mine-level expenses of pulling an ounce of gold from the ground. For the most part, cash costs ran from $500 (U.S.) to $800 per ounce, depending on a miner’s properties..
Link: http://www.theglobeandmail.com/globe-investor/investment-ideas/how-much-does-it-really-cost-to-mine-an-ounce-of-gold/article20709844
Quelle: theglobeandmail.com, anglogold.com
Quote:
Senior-Goldproduzenten: Kosten fallen mehrere Quartale nacheinander - das erste Mal seit 1998
Nach mehr als 15 Jahren Kosteninflation schaffen die Majors bedeutende Senkungen. Doch der Schein trügt..
Link: http://rohstoffaktien.blogspot.de/2014/06/senior-goldproduzenten-kosten-fallen.html
Rohstoff- und Minenaktien: Interview mit dem legendären Investor, Entrepreneur und Veteran Frank Giustra
Henry Bonner @ Sprott Thoughts mit den neusten und wie immer lesenswerte Zeilen von und über Frank Giustra.
Frank Giustra: I Was Early But I'm Still Buying
Sprott's Thoughts - Friday, September 19, 2014 - Henry Bonner-
A few weeks ago, we heard from Pierre Lassonde of Franco-Nevada on the power of the royalty business model. Just recently, I spoke with another ‘superstar’ of the natural resource industry -- Frank Giustra.
Mr. Giustra started out as an assistant trader and then became a stockbroker at Merrill Lynch in his early career. He later went on to join Yorkton Securities, where he helped launch a new branch geared towards financing resource companies in Europe. He is now an advisor to major gold miner, Endeavour Mining Corporation.
As we discuss in this interview, he’s a serial entrepreneur. In the late 90’s, he founded Lionsgate Entertainment - the company behind The Hunger Games and Michael Moore’s Fahrenheit 9/11. The company had over $2 billion in revenue in 2013, and owns the rights to the hugely successful Twilight movie franchise and The Expendables series, among other big blockbuster titles.
Leaving movies for another day’s topic, we went on to discuss his views on the mining sector, though he did leave me with his quick take: “Making good movies is tough -- more an art than a science. It’s easy to get sucked into bad projects by people in the movie industry. You have to be on your guard.” Probably useful to remember when looking at small-cap mining stocks too.
“What’s your view, as an investor, on the resource market?” I asked.
“Wow, that’s a general question,” he laughed. Luckily, he indulged me with a response: “first off, the market does look like it’s past the bottom. Second, you still have time to implement a ‘simple’ contrarian strategy -- buy real, proven, assets cheaply and wait for them to be re-priced by the market.
“Many assets are on the market today that bear little risk to investors, but are trading well below their fair value because of the severity of the bear market. When an asset has already been studied and understood, analysts can come up with a good estimate for the value of the resource – a mineralized ore body – that is in the ground. In a very bad bear market, these assets trade cheaply – but it has nothing to do with the merits of the asset; it’s all about the market’s attitude towards resources. ‘Buy right, sit tight.’ Once you’ve bought the right assets, just wait for the market to re-value your asset higher.”
Can you buy safely, knowing the bottom is likely behind you?
Unfortunately, even for a veteran, serially successful investor like Mr. Giustra, you can get the call wrong:
“You can never pick absolute tops or absolute bottoms. Nobody can do that. I called the bottom a couple of years too early. What have I done about it? If you pick the bottom at the wrong time, and the market keeps getting cheaper, you can keep buying if you have the cash – but don’t ‘average down’ into bankruptcy. Your approach will depend on your financial situation. In 2013, I had the cash, so I averaged down.”
What about backing exploration companies that are looking for new deposits – the early-stage exploration juniors?
Mr. Giustra said the exploration stocks would be the last ones to rally in a recovery, so he was focusing on developed assets for now. When money begins to enter the resource sector, the first assets to go higher will be low-risk assets that have already been thoroughly explored and delineated. Those assets will get bought up by investors, or taken out by mining companies to get put into production.
“Exploration will have its day later in the cycle, but it’s just way too early for those companies for me,” he said.
What do you do after mining finance and major movie production? I asked whether there were any more major projects in the works.
“Yes,” he said, “for a long time, I’ve been interested in the healthy, natural food sector. I’m trying to tap into a new trend, which is especially popular among a younger generation. There’s demand for food that comes from ‘natural’ farming practices – not the feedlots and heavily industrialized agriculture that uses GMOs, pesticides, hormones and antibiotics. I’m involved in branding, packaging, production of these types of foods – I even started a magazine called Modern Farmer that’s geared towards people in this demographic.”
Mr. Giustra spent part of his childhood in Italy. Now, he owns an olive oil producer that makes olives in Italy and ships them to North America. His brand, called Domenica Fiore, was rated the top olive oil at a global competition in New York. And he ‘eats his own cooking’ – “I’ll use olive oil over butter any day,” he says. “So I make the best olive oil in the world. It’s my own little thing.”
The last subject we touched on was the state of the dollar and bonds, and whether he had any worries about the outlook for the US economy.
“I think that the general stock market, the dollar, and bonds are in for a severe correction,” he ventured. “If there’s one thing I’ve learned from my career it’s that there are consequences to economic decisions. At some point down the road, there will be consequences to massive money printing and bond-buying. For now, those consequences have not been very negative, but there are always adverse effects. There’s a downside, and I think we will experience that in the form of major economic disturbances going forward. Will it come in the form of hyperinflation? Depression? I don’t know. But there is a price to pay – and I think it’s going to be severe.”
Link: http://sprottgroup.com/thoughts/
Quote:
Aufstrebende Story im kolumbianischen Ölsektor: Petroamerica Oil - Frank Giustra's Liebling bricht aus
Geduld, Durchhaltevermögen und ein starker Fokus auf hohe Qualität inkl. starker Fundamental-Daten zahlen sich im Rohstoff- und Minensektor langfristig nahezu immer aus..
Link: http://rohstoffaktien.blogspot.de/2014/08/aufstrebende-story-im-kolumbianischen.html
Quote #2:
Frank Giustra: I Was Early But I'm Still Buying
Sprott's Thoughts - Friday, September 19, 2014 - Henry Bonner-
A few weeks ago, we heard from Pierre Lassonde of Franco-Nevada on the power of the royalty business model. Just recently, I spoke with another ‘superstar’ of the natural resource industry -- Frank Giustra.
Mr. Giustra started out as an assistant trader and then became a stockbroker at Merrill Lynch in his early career. He later went on to join Yorkton Securities, where he helped launch a new branch geared towards financing resource companies in Europe. He is now an advisor to major gold miner, Endeavour Mining Corporation.
As we discuss in this interview, he’s a serial entrepreneur. In the late 90’s, he founded Lionsgate Entertainment - the company behind The Hunger Games and Michael Moore’s Fahrenheit 9/11. The company had over $2 billion in revenue in 2013, and owns the rights to the hugely successful Twilight movie franchise and The Expendables series, among other big blockbuster titles.
Leaving movies for another day’s topic, we went on to discuss his views on the mining sector, though he did leave me with his quick take: “Making good movies is tough -- more an art than a science. It’s easy to get sucked into bad projects by people in the movie industry. You have to be on your guard.” Probably useful to remember when looking at small-cap mining stocks too.
“What’s your view, as an investor, on the resource market?” I asked.
“Wow, that’s a general question,” he laughed. Luckily, he indulged me with a response: “first off, the market does look like it’s past the bottom. Second, you still have time to implement a ‘simple’ contrarian strategy -- buy real, proven, assets cheaply and wait for them to be re-priced by the market.
“Many assets are on the market today that bear little risk to investors, but are trading well below their fair value because of the severity of the bear market. When an asset has already been studied and understood, analysts can come up with a good estimate for the value of the resource – a mineralized ore body – that is in the ground. In a very bad bear market, these assets trade cheaply – but it has nothing to do with the merits of the asset; it’s all about the market’s attitude towards resources. ‘Buy right, sit tight.’ Once you’ve bought the right assets, just wait for the market to re-value your asset higher.”
Can you buy safely, knowing the bottom is likely behind you?
Unfortunately, even for a veteran, serially successful investor like Mr. Giustra, you can get the call wrong:
“You can never pick absolute tops or absolute bottoms. Nobody can do that. I called the bottom a couple of years too early. What have I done about it? If you pick the bottom at the wrong time, and the market keeps getting cheaper, you can keep buying if you have the cash – but don’t ‘average down’ into bankruptcy. Your approach will depend on your financial situation. In 2013, I had the cash, so I averaged down.”
What about backing exploration companies that are looking for new deposits – the early-stage exploration juniors?
Mr. Giustra said the exploration stocks would be the last ones to rally in a recovery, so he was focusing on developed assets for now. When money begins to enter the resource sector, the first assets to go higher will be low-risk assets that have already been thoroughly explored and delineated. Those assets will get bought up by investors, or taken out by mining companies to get put into production.
“Exploration will have its day later in the cycle, but it’s just way too early for those companies for me,” he said.
What do you do after mining finance and major movie production? I asked whether there were any more major projects in the works.
“Yes,” he said, “for a long time, I’ve been interested in the healthy, natural food sector. I’m trying to tap into a new trend, which is especially popular among a younger generation. There’s demand for food that comes from ‘natural’ farming practices – not the feedlots and heavily industrialized agriculture that uses GMOs, pesticides, hormones and antibiotics. I’m involved in branding, packaging, production of these types of foods – I even started a magazine called Modern Farmer that’s geared towards people in this demographic.”
Mr. Giustra spent part of his childhood in Italy. Now, he owns an olive oil producer that makes olives in Italy and ships them to North America. His brand, called Domenica Fiore, was rated the top olive oil at a global competition in New York. And he ‘eats his own cooking’ – “I’ll use olive oil over butter any day,” he says. “So I make the best olive oil in the world. It’s my own little thing.”
The last subject we touched on was the state of the dollar and bonds, and whether he had any worries about the outlook for the US economy.
“I think that the general stock market, the dollar, and bonds are in for a severe correction,” he ventured. “If there’s one thing I’ve learned from my career it’s that there are consequences to economic decisions. At some point down the road, there will be consequences to massive money printing and bond-buying. For now, those consequences have not been very negative, but there are always adverse effects. There’s a downside, and I think we will experience that in the form of major economic disturbances going forward. Will it come in the form of hyperinflation? Depression? I don’t know. But there is a price to pay – and I think it’s going to be severe.”
Link: http://sprottgroup.com/thoughts/
Quote:
Aufstrebende Story im kolumbianischen Ölsektor: Petroamerica Oil - Frank Giustra's Liebling bricht aus
Geduld, Durchhaltevermögen und ein starker Fokus auf hohe Qualität inkl. starker Fundamental-Daten zahlen sich im Rohstoff- und Minensektor langfristig nahezu immer aus..
Link: http://rohstoffaktien.blogspot.de/2014/08/aufstrebende-story-im-kolumbianischen.html
Quote #2:
Big Picture: Full Interview With Billionaire Frank Giustra
World Class Investors Panel: Frank Giustra, Rick Rule & Frank Holmes
Sonntag, 21. September 2014
Öl- und Gas-Industrie: Wichtigste Produktionsregionen und Transportstraßen im Mittleren Osten
Informativer Chart:
Submitted by Tyler Durden on 09/21/2014 16:35 -0400
Here's why it matters...
Quote:
The PetroYuan Cometh: China Docks Navy Destroyer In Iran's Strait Of Hormuz Port
Since China fired its first 'official' shot across the Petrodollar bow a year ago, there has been an increasing groundswell of de-dollarization across the world's energy trade (despite Washington's exclamations of 'isolated' non-dollar transactors). The rise of the PetroYuan has not been far from our headlines in the last year, with China increasingly leveraging its rise as an economic power and as the most important incremental market for hydrocarbon exporters, in the Persian Gulf and the former Soviet Union, to circumscribe dollar dominance in global energy - with potentially profound ramifications for America’s strategic position. And now, as AP reports, for the first time in history, China has docked a Navy Destroyer in the Southern Iranian port of Bandar-Abbas - right across the Straits of Hormuz from 'US stronghold-for-now' Bahrain and UAE..
Big Picture, Geldpolitik: Entwicklung der einflussreichsten Zinssätze in den letzten 150 Jahren
Exzellenter, informativer Chart von Goldman Sachs, aktuelles Feature von Zerohedge:
Submitted by Tyler Durden on 09/21/2014 16:00 -0400
Quelle: zerohedge.com, goldmansachs.com
Quote:
Chart Of The Day: 150 Years Of Global Monetary Policy
While everyone debates if the Fed will, once again, be wrong in its forecasts about a rate hike cycle starting some time in mid-2015 (spoiler alert: it will be), we decided to take a look in the other direction.
The chart below shows the key global events that have influenced monetary policy for the 4 major legacy central banks: the US, UK, Germany and Japan since the mid-19th century. Because if there is one thing to "learn" from the history of monetary policy it is that there is nothing to learn from the history of monetary policy: after all, "this time is always different" when the voodoo priests in charge of it all try to make a bubble-blowing, kneejerk-response "science" out of something that only a mother could call art..
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