Samstag, 10. Januar 2015

The Gold Report: Interview mit Brent Cook über die Ära der Peak-Gold Discoveries

Lesenswertes Interview von The Gold Report mit Branchen-Experte Brent Cook:

Brent Cook: Investing During the Era of Peak Gold Discoveries

Source: JT Long of The Gold Report  (1/5/15)
We've hit peak economic gold discoveries, but unlike the new fracking technologies that saved the oil industry, there's no fracking technology to coax mineral wealth from ever-deeper deposits. In the face of this shortage, expert geologist Brent Cook of Exploration Insights is scouting out companies that are cashed up and poised to deliver value when other miners may be left scraping the bottom of the barrel. In this interview withThe Gold Report, find out what Cook expects for gold exploration in 2015, and why the next few years are going to be very interesting indeed for yellow metal miners.
The Gold Report: Brent, you've quoted Goldcorp Inc.'s (G:TSX; GG:NYSE) CEO, Charles Jeannes, saying that we've reached peak economic gold production. What led us to this point?
Brent Cook: That's a big question that really goes back to what was happening in the global exploration sector 20+ years ago. I don't want to get into the peak gold production idea but instead focus on the discovery curve and what's behind the problem we are seeing in the gold sector..
Quelle: SNL Metals & Mining

Goldminen vs. Gold - GDX:Gold Ratio mit potentiellem Doppelboden

Informativer Blick auf den Langfrist-Chart von GDX und dem Goldminen vs. Gold Ratio GDX/GLD:

Quelle: zealllc.com



Uran-Industrie: Fission Uranium publiziert erste Ressourcen-Schätzung für PLS und übertrifft Erwartungen deutlich

Aufgrund einer Leak-Gefahr verkündete Fission Uranium (TSX:FCU) schon gestern die erste Ressourcen-Schätzung für die weltklasse Uran-Lagerstätte PLS, die sich durch die Bank sehen lassen kann. Die Erwartungen werden deutlich übertroffen:

FISSION'S INITIAL RESOURCE TOTALS AT PLS: 79.6M LBS INDICATED AND 25.9M LBS INFERRED

Includes High-Grade Zone of 44.3M lbs Indicated @ 18.21% U3O8 and 13.9M lbs Inferred @ 26.35% U3O8

KELOWNA, BRITISH COLUMBIA--(Marketwired - Jan. 9, 2015) - FISSION URANIUM CORP. ("Fission" or "the Company") (TSX:FCU)(OTCQX:FCUUF)(FRANKFURT:2FU) is pleased to announce the results of an independent resource estimate for the R00E and R780E zones at its 100% owned Patterson Lake South (PLS) property in Northern Saskatchewan. This highly significant, high-grade uranium deposit has been named the 'Triple R' deposit.

The Triple R deposit is estimated to contain:


  • 79,610,000 lbs U3O8 indicated mineral resource based on 2,291,000 tonnes at an average grade of 1.58% U3O8, including:
    • High-grade zone of 44,297,000 lbs U3O8 based on 110,000 tonnes at a grade of 18.21% U3O8
  • 25,884,000 lbs U3O8 inferred mineral resource based on 901,000 tonnes at an average grade of 1.30% U3O8, including:
    • High-grade zone of 13,860,000 lbs U3O8 based on 24,000 tonnes at a grade of 26.35% U3O8
The current indicated and inferred mineral resources are stated using a cut-off grade of 0.1% U3O8.
Ongoing 'Triple R' Resource Growth and Exploration in 2015: Fission is planning to complete large winter and summer drilling programs in 2015, including a $10M, 63 hole (20,230m) winter program expected to begin on January 15th.
Largest Undeveloped Resource in Athabasca Region: This resource estimate places Fission's Triple R deposit in an elite group of world class high-grade uranium deposits of the Athabasca Basin region that includes the McArthur River and Cigar Lake mines. The Triple R deposit now ranks 3rd in size behind the McArthur River and Cigar Lake deposits respectively, which are both currently producing mines and as such represents the largest undeveloped resource in the Athabasca Basin region..

Quelle: fissionuranium.com


Quelle: fissionuranium.com


Quelle: fissionuranium.com


Quelle: cantorcanada.com


Quele: cantorcanada.com


Quelle: bigcharts.com

Kanadische Öl- und Gas-Aktien mit robusten, wirtschaftlichen und bilanziellen Kennziffern

Informative Übersicht von The Globe and Mail:

Quelle: theglobeandmail.com, bloomberg.com



Goldminen: Nächste Insolvenz in der Junior-Branche kündigt sich an - Gran Colombia verpasst Zins-Zahlungen im Dezember

Der in Kolumbien aktive, kanadische Gold-Produzent Gran Colombia (TSX:GCM) steht vor der Pleite. Dies stellt keine große Verwunderung dar, wenn man sich vor Augen führt, dass es Gran Colombia in den letzten 16 Quartalen nicht gelungen ist, einen freien Cashflow zu erzielen..

Gran Colombia misses December interest payment on notes

2015-01-09 18:01 ET - News Release

An anonymous director reports

GRAN COLOMBIA GOLD ANNOUNCES DELAY IN PAYING INTEREST ON SENIOR DEBT

Gran Colombia Gold Corp. has missed the interest payment due Dec. 31, 2014, on its senior unsecured silver-linked notes due 2018. Due to this missed payment, as of Jan. 10, 2015, the company will default under the terms of the silver note indenture. The default will arise from the company's failure to make the interest payment due on Dec. 31, 2014, within the 10-day cure period provided in the silver note indenture. The company has provided the trustee, Equity Financial Trust Company, with notice of the default..

Link: http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aGCM-2242982&symbol=GCM&region=C


Quelle: bigcharts.com


Quelle: bigcharts.com

Rohstoff- und Minenbranche: The Dig - Wochen-Rückblick vom Haywood Mining Team

Der Link zum gesamten, lesenswerten Wochen-Report.

The Dig – Haywood Mining Team’s week in review

POSTED ON JANUARY 09, 2015 BY HAYWOOD MINING TEAM
CATEGORY HAYWOOD MINING TEAM,
Columbus
Haywood’s Heritage Moment: Christopher Columbus Gold is a treasure, and he who possesses it does all he wishes to in this world, and succeeds in helping souls into paradise. Source: Christopher Columbus
 Gold Price/Mining Equities Surge in New Year
The New Year has begun on a positive note, with both the gold price and mining equities gaining ground after what was a tumultuous 2014. The gold price and mining equities surged on the back of slightly negative factory data from the U.S., although other macroeconomic indicators, including housing and employment, were all generally positive for the week. Meanwhile, consumer prices in the Eurozone fell for the first time on an annualized basis in December, prompting the European Central Bank (ECB) to more carefully consider stimulus measures in the region. The week was also defined by the killing of 12 people, including journalists/cartoonists from a French magazine, which in the past has published Islamic satire that has resulted in numerous threats from various jihadist groups. In addition to gold, silver, platinum and palladium all gained for the week, closing at US$1,221 (↑2.6%), US$16.45 (↑4.2%), US$1,230 (↑2.3%), and US$802 (↑0.9%) per ounce respectively. With the exception of nickel, which gained 3.1% for the week, the other major base and industrial metals fell, with copper, lead and zinc finishing at US$2.80, US$0.84 and US$0.97 per pound respectively. The UxC Broker Average Price of uranium (BAP) fell further this week after its mid-Q4’14 surge, finishing at US$35.44 per pound U308 for the week. Finally, WTI crude fell below US$50 per barrel, continuing its fall from the latter part of last year, finishing at US$48.3 per barrel.
Here’s an overview of what’s in the Dig this week:
WeeklyDigJan9

Freitag, 9. Januar 2015

OPEC hält an Förder-Niveau von 30 Millionen Barrel Öl pro Monat fest

Die OPEC kommt ihren Versprechungen nach und produziert weiter 30 Millionen Barrel Öl pro Tag. Bei Ölpreisen von unter 50 USD wird sich jedoch der Druck auf mehr und mehr OPEC-Mitglieder erhöhen. So ist bspw. die Profitabilität der Ölproduktion in Venezuela komplett unter Wasser..

Platts Survey: OPEC Pumps 30.03 Million Barrels of Crude Oil Per Day in DecemberUp 20,000 Barrels Per Day (b/d) from November Despite Sharp Drop in Libyan Output 

LONDONJan. 9, 2015 /PRNewswire/ -- Oil production from the Organization of the Petroleum Exporting Countries (OPEC) totaled 30.03 million b/d in December, up 20,000 b/d from November, a Platts survey of OPEC and oil industry officials and analysts showed Friday. The increase comes as Iraq effectively resumed exports from the north through Turkey for the first time since early March, more than offsetting a large drop in Libyan production.
Saudi Arabia maintained output at 9.6 million b/d, the survey showed, underscoring the country's readiness to see oil prices continue to fall rather than support them by reducing supply.
Saudi oil minister Ali Naimi has ruled out an output cut, even if prices fall to $20 per barrel (/b). Naimi in November drove OPEC's decision to maintain its 30 million b/d output ceiling despite sliding prices and projections of sharply lower demand for OPEC crude oil in the first half of 2015..






Quelle: evworld.com

Talfahrt hält ungebrochen an: Ölpreis sinkt 7. Woche in Folge

Der heftige Absturz beim Ölpreis geht auch in der ersten Handelswoche in 2015 vorerst weiter..

Quelle: zerohedge.com


Quelle: zerohedge.com

Folgen des Ölpreis-Crash: Anzahl der Bohr-Anlagen in den USA geht in den Sinkflug über

Rationale Reaktion auf den zweitschwersten Ölpreis-Absturz während der letzten 25 Jahre..

Quelle: zerohedge.com

Gold- und Silberminen-Branche: Exzellenter Jahres-Start, Top-Performer YTD

Die Gold- und Silberminen-ETFs (GDXJ, GDXJ, SIL, SILJ) und Indizes (HUI, XAU) schaffen einen ausgezeichneten Start ins neue Jahr. YTD sind sie die Top-Performer unter den globalen Börsen-Sektoren und lassen alle anderen Rohstoff-Segmente weit hinter sich..

Quelle: bigcharts.com


Minenbranche: Marktkapitalisierung der 100 größten Minenfirmen auch in 2014 deutlich gefallen

Im Vergleich zu anderen Börsen-Sektoren spielt die Minenbranche im Hinblick auf die aggregierten Börsenwerte in den letzten Jahren ein immer geringeres Dasein..

Top 100 mining companies: Ugly at the top (Part 1)

We dig into the performance of the top 100 miners in 2014 and the themes that defined the year.

Top 100 miners 2014
In a two-part retrospective, we look back the mining sector in 2014. First we start with the fate of the top 100 miners – some ugly stuff here – but then turn to some more positive and perhaps underappreciated developments..
It wasn’t a good year to be a big miner. Ranking the top 100 mining companies by market cap near year end and tabulating their 52-week share price performance tells the ugly tale (see below). BHP Billiton, still the world’s largest company, shed an astounding $31 billion or 27% of its market cap. The next seven names at the top were all losers. Rio Tinto and Glencore’s share prices were off by about eight percent; Vale’s dropped 41%; Anglo American’s was down 10%; Norilsk’s was down seven percent; Freeport’s shareprice slumped 37%; and Southern Copper ended close to, but not quite, the even mark..

Donnerstag, 8. Januar 2015

Gold Standard Ventures: Neue Bohrerfolge erhöhen das Ressourcen-Potential auf Goldprojekt Pinion in Nevada

Exzellenter Start für die Junior-Firma mit Hauptprojekten im Goldminen-Staat von Nevada. Die neuen Bohrergebnisse können sich durch die Bank sehen lassen.

Der auf Nevada fokussierte Gold-Explorer Gold Standard Ventures (TSX-V:GSV, AMEX:GSV) verkündet heute die Ergebnisse für 7 weitere RC-Bohrlöcher auf dem Hauptprojekt Railroad-Pinion. Die jüngsten, erfreulichen Bohrergebnisse sind Teil des Phase 2 Bohr- und Explorationsprogramms auf Pinion.

Alle 7 Bohrlöcher trafen auf werthaltige Gold-Mineralisierungen mit Gold-Gehalten, die weit über dem Cut-Off von 0,14 Gramm Gold pro Tonne (gpt Au) liegen, welcher im NI 43-101 konformen Ressourcen-Report von Anfang September 2014 von APEX Geoscience verwendet wurde.

Das beste Bohrloch unter den jüngsten Ergebnissen ist ein besonders starker Treffer, der auf einer Gesamtlänge von 108,2 Metern ordentliche 0,58 gpt Au schneidet. Ein solch langer Abschnitt mit soliden Gold-Gehalten wirkt sich sehr positiv auf das Ressourcen-Potential der Haupt-Zonen aus. Außerdem traf Gold Standard auf 5 weiteren Abschnitten auf Gold-Gehalte von über 1 gpt Au, was ebenfalls erheblich über dem aktuellen Ressourcen-Gehalt liegt. Insgesamt konnten die entdeckten und abgesteckten Oxid-Goldzonen in mehrere Richtungen erfolgreich erweitert werden.

Unter dem Strich können darüber hinaus die folgenden Highlights festgestellt werden:
- Alle 7 Bohr-Löcher treffen auf die lukrative Breccia-Zone, die für werthaltige Oxid-Goldmineralisierungen auf GSV's Liegenschaften bekannt ist
- Im Südosten kann die Streichlänge auf Pinion erfolgreich erweitert werden; zudem erhöht sich das Potential auf weitere Gold-Zonen mit höheren Gold-Gehalten und breiteren Gold-Mineralisierungen
- Im Osten von Pinion wurde eine 200m x 100m große Zone erfolgreich zum ersten Mal getestet; auch Richtung Nord- und Nordosten wurden erfolgreich Oxid-Goldmineralisierungen getroffen

Sehen Sie die zwei folgende, informative Grafiken zu der heutigen Drilling-News:

Quelle: goldstandardv.com

Quelle: goldstandardv.com


Die aktuellen Bohr-Ergebnisse machen Lust auf mehr und so kann das Management- und Geologen-Team von Gold Standard bereits gespannt auf die Drilling Phase 3 blicken, welche in Kürze starten wird. Ziel wird die Erhöhung der totalen Ressourcen-Menge sein, wobei vor allem abgeleitete Gold-Ressourcen in höhere Kategorien umgewandelt werden sollen. Danach visiert Gold Standard die Fertigstellung einer ersten PEA für die Haupt-Goldzonen an.

Mac Jackson, Gold Standard’s Vize-Präsident für Exploration ist mit den Fortschritten sehr zufrieden: “These Phase 2 intercepts show that we are gaining an understanding of the structural controls on thicker and higher grade mineralization within the widespread, flat lying collapse breccia host at Pinion.  This will allow us to continue to add ounces at Pinion by sharpshooting targets like the extension of the Main Zone fault or fold axes in 2015 Phase 3 drilling.”

Gold Standard's Aktienkurs befindet sich weiterhin auf einem sehr lukrativen Niveau und notiert nur leicht über den 52-Wochentiefständen:

Quelle: bigcharts.com

Kupfer: Branchen-Gigant Rio Tinto sieht Angebots-Engpass in Zukunft kommen

Die Perspektiven für das rote Metall verbessern sich, auch wenn der Kupferpreis sich aktuell in einer schwachen Phase befindet. Major Rio Tinto (NYE:RIO) will wie BHP Billiton (NYE:BHP) in den nächsten Jahren das Kupfer-Geschäft massiv ausbauen..

Copper sector needs nine Escondida mines over next decade to meet global demand: Rio Tinto

Cecilia Jamasmie | January 7, 2015
Copper sector needs nine Escondida mines over next decade to meet global demand: Rio Tinto
Chile's Escondida, the world's largest copper-producing mine. (Image courtesy of BHP Billiton).

The global copper industry will need to add the equivalent of a new Escondida mine every 15 months over the next 10 years in order to meet global demand, Rio Tinto’s (LON:RIO) copper boss Jean-Sébastien Jacques told FT.com (subs. required).

The miner, which has a minority stake in the massive Chilean mine, jointly owned with giant BHP Billiton (ASX:BHP), has began stepping up efforts to capture a greater chunk of the $140 billion world market..

Link: http://www.mining.com/copper-sector-needs-nine-escondida-mines-over-next-decade-to-meet-global-demand-rio-tinto-28062/

Interview mit Paul Harris: Kolumbien hat weiterhin gewaltiges Explorations-Potential

Informatives Interview @ Mineweb:

Reasons to view Colombia as an exploration play

Paul Harris, sees a lot of untapped value in Colombia that has been pummeled by the market but is poised to benefit from a more accommodating political climate and rising gold prices. An interview with The Gold Report. 

Morapedi_test 
The Gold ReportPaul, you’re our resident mining expert on the ground in Colombia. Some noteworthy developments have occurred in the junior mining space since we last chatted in May. How is that playing out in Colombia?

Paul Harris: Activity in gold exploration is off. The main reason is the drought of financing for junior companies. A lot of companies have run out of money. Those that have money are in cash-conservation mode. Many have mothballed their plans until they can finance again. There are only a handful of companies that are doing any meaningful gold exploration work at the moment..

Link: http://www.mineweb.com/reasons-to-view-colombia-as-an-exploration-play/



Öl und die Wirtschaft: Die Limits in einer begrenzten Welt

Lesenswerter Essay:

Oil & The Economy: The Limits Of A Finite World In 2015-16

Tyler Durden's picture


Submitted by Gail Tverberg via Our Finite World blog,
The price of oil is down. How should we expect the economy to perform in 2015 and 2016?
Newspapers in the United States seem to emphasize the positive aspects of the drop in prices. I have written Ten Reasons Why High Oil Prices are a Problem. If our only problem were high oil prices, then low oil prices would seem to be a solution. Unfortunately, the problem we are encountering now is extremely low prices. If prices continue at this low level, or go even lower, we are in deep trouble with respect to future oil extraction..
Quelle: https://gailtheactuary.files.wordpress.com, zerohedge.com


Quelle: https://gailtheactuary.files.wordpress.com, zerohedge.com


Quelle: https://gailtheactuary.files.wordpress.com, zerohedge.com

Mittwoch, 7. Januar 2015

Höhenflug geht weiter: U.S. Dollar Index (DXY) setzt eindrucksvolle Rally fort

Beeindruckender DXY Chart, Update 07.01.2015:

Quelle: kitco.com

Amerikanische Energie-Gesellschaften: Massive Verschuldung setzt den gesamten Energie-Sektor unter Druck

Krasse Übersicht von Zerohedge:



Continental Gold: Neue weltklasse Gold-Proben von Multi-Millionen Goldunzen-Projekt Buriticá in Kolumbien

Der Top-Gold-Developer Continental Gold (TSX:CNL) erzielt weitere, signifikante Projekt-Fortschritte auf dem Flaggschiff-Asset (Buriticá) in Kolumbien. Die neuen Resultate könnten die ökonomischen Kennziffern und Parameter in der jüngsten PEA ordentlich verbessern:

Continental Gold Boosts Confidence in Proposed Mining Plan With Underground Sampling at Yaraguá System, Buriticá, Colombia

TORONTO, ONTARIO--(Marketwired - Jan. 7, 2015) - Continental Gold Limited (TSX:CNL)(OTCQX:CGOOF) ("Continental" or the "Company") is pleased to announce new channel sampling results from development drifts and cross-cuts in upper levels of the Yaraguá mine at the Company's 100%-owned Buriticá project in Antioquia, Colombia. Approximately 4,000 metres of total underground development accessing the Yaraguá system has been completed to-date, providing for detailed evaluation of the geometries and grades of precious metal distributions, mining conditions and metallurgical recoveries through the Yaraguá pilot plant. The Company recently released a Preliminary Economic Assessment, based partly on underground development, for the Buriticá project.
Highlights (referenced in Figures 1, 2 and 3 and Tables I and II)
  • Systematic channel sampling across drifts in the San Antonio Vein (Level 0 and Level 1) and the NWSE Vein (Level 0) has demonstrated continuity of high-grade gold mineralization through substantial strike lengths over true horizontal widths approximating those proposed for mining stopes. Results include:
    • 1.77 metres @ 50.1 g/t gold and 68 g/t silver along 61.5 metres (San Antonio Vein, elevation of 1,560 metres);
    • 1.74 metres @ 34.7 g/t gold and 63 g/t silver along 120.5 metres (San Antonio Vein, elevation of 1,496 metres); and
    • 1.24 metres @ 32.4 g/t gold and 112 g/t silver (NWSE Vein, elevation of 1,560 metres).
These results increase the confidence levels in mineral resource estimates for upper Yaraguá, demonstrating higher grades X thicknesses than in the current mineral resource estimate set out in the Company's technical report entitled "Buriticá Gold Project, NI 43-101 Technical Report Preliminary Economic Assessment, Antioquia, Colombia", dated December 22, 2014 with an effective date of November 17, 2014 (the "2014 PEA"). The 2014 PEA is preliminary in nature and includes inferred mineral resources that are considered to be too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as mineral reserves, and there is no certainty that the 2014 PEA will be realized. Further, mineral resources that are not mineral reserves do not have demonstrated economic viability.
  • Continuous channel sampling of cross-cuts and other drifts on Level 0 has shown widespread mineralization in the form of veins and veinlets oblique to and between the master veins in the current Yaraguá mineral resource envelope. Mineralized intervals, over true horizontal widths, include:
    • 15.8 metres @ 8.6 g/t gold and 19 g/t silver (including 2.2 metres @ 31 g/t gold and 50 g/t silver, HW Vein);
    • 17.5 metres @ 7.8 g/t gold and 19 g/t silver (including 2.24 metres @ 10.3 g/t gold and 30 g/t silver, HW Vein); and
    • 8.8 metres @ 5.4 g/t gold and 12 g/t silver (including 0.55 metres @ 28 g/t gold and 110 g/t silver, NWSE Vein).
  • These results may support the potential development of mine openings additional to and/or broader than those contemplated in the provisional mining plan in the 2014 PEA.
  • Mining dilution may also decrease with the incorporation of greater than the zero grades of gold and silver assumed in the 2014 PEA to be outside the hard boundaries of the modelled veins including in the Level 0 area. Further work is underway to determine whether mining dilution grades in future economic studies can be improved.
"The results of the ongoing underground sampling in the Yaraguá system complements the Company's recent bulk sampling of the Veta Sur system and continues to increase the confidence of mineralization between veins, which bodes well for improving dilution expectations," commented Ari Sussman, CEO..

Quelle: continentalgold.com

Quelle: continentalgold.com

Quelle: continentalgold.com

Kolumbien: Entwicklung der wichtigsten Export-Güter (2000-2014)

Informativer Chart von O. Rock vom IKN-Blog:
















Quelle: IKN Blog, Colombia Central Bank

Gold- und Silberminen-Branche: Top-Start für Junior-Aktien in 2015

Exzellenter Start für den tief gefallenen Juniorminen-Sektor in der Edelmetall-Branche (vgl. GDXJ, GLDX, SILJ), der Lust auf mehr macht. Wie immer ist der Verlauf des ersten Jahres-Quartals für die Junior-Aktien besonders bedeutend..

Quelle: bigcharts.com


Quelle: bigcharts.com

Dienstag, 6. Januar 2015

Goldminen vs. Gold - HUI:Gold Ratio dreht von den Multi-Jahrestiefständen nach oben

Das HUI:Gold Ratio durchschneidet den SMA-50 nach oben und kann sich von den Mehrjahrestiefständen, die noch Mitte Dezember erreicht wurden, in den letzten Tagen deutlich erholen. Diese Entwicklung unterstützt den starken Jahresauftakt der Goldminen (GDX, GDXJ, XAU, HUI)..

Quelle: stockcharts.com


Quelle: stockcharts.com

Uran-Industrie, M&A: Energy Fuels übernimmt Uranerz Energy

Die neue Nr. 1 unter den Uran-Produzenten in den USA entsteht..

Energy Fuels strikes $179M deal to buy Uranerz amid rough uranium market

Uranerz Energy exploration drilling in the Powder River Basin uranium project.
Handout/Uranerz EnergyUranerz Energy exploration drilling in the Powder River Basin uranium project.
TORONTO • Two Toronto-listed uranium miners are merging as they try to build a stronger company that can thrive amid low uranium prices.
Energy Fuels Inc. announced Monday that it is buying Uranerz Energy Corp. for roughly $179-million in stock. The move brings together two U.S.-focused companies that are struggling to make money and attract investor interest in the stagnant uranium market..
Quelle: bigcharts.com


Quelle: bigcharts.com