JRB: Junior-Mining, Rohstoff-Aktien, Big Picture Blog

Unabhängiger Blog über interessante Rohstoff-Stories, spannende Wirtschafts-, Politik- und Finanzthemen, das BIG PICTURE, den Kapitalmarkt, aussichtsreiche Investments, aktuelle und brisante Themen + Trends aus der Rohstoff-, Minen- und Energiebranche, sowie über sämtliche Faktoren, die auf den spannenden Rohstoff-Markt Einfluss nehmen. "The more I learn, the more I realize how much I don‘t know." (A.E.) | Always Do Your Own Due Diligence.

Donnerstag, 26. Februar 2015

Förderkosten der wichtigsten Ölproduzenten-Länder der Welt

Informative Übersicht von Morgan Stanley:

Quelle: morganstanley.com, zerohedge.com

Visualisierung des weltweiten Silber-Angebots

Informative Übersicht von Visual Capitalist featured by Zerohedge:

Visualizing Who Controls The World's Silver Supply?

Submitted by Tyler Durden on 02/25/2015 20:30 -0500

Within the Earth’s crust, there is 1 gram of silver for every 12.5 tonnes of earth (27,600 lbs). This makes silver very difficult to find. To understand silver supply, we must first discover how economic silver deposits form.

Silver is typically mined as a byproduct in polymetallic deposits with a variety of metals. Other key metals found in these ores include lead, zinc, gold, and copper. These deposits can form in many different ways:

Volcanogenic Massive Sulphide (VMS) deposits are formed at or near the sea floor by underwater volcanic activity. They can be a significant source of copper, zinc, lead, gold, and silver.
Carbonate hosted deposits are known specifically as Mississippi Valley and Irish types with limestone and dolomite as the most common host rocks. Zinc-lead content is usually 5-10% with concentrations of silver and copper present.
Sedimentary exhalative (Sedex) deposits are formed by release of ore-bearing hydrothermal fluids into water, resulting in the precipitation of metals such as lead, zinc, silver, copper, and gold.
Intrusion related deposits relate to skarns, veins, mantos, high sulphidation, or other related types of deposits. Intrusions are when liquid rock (magma) forms under the Earth’s surface and slowly pushes up into spaces it can find, sometimes pushing country rock away.
Epithermal deposits are created close to surface and are deposited by hot fluids. These occur typically in areas where magmas are able to move high in the Earth’s crust. Gold, silver, copper, and other metals are found in epithermal deposits.

Silver occurs in many different types of deposits, and in 2013 silver was mined as the primary metal 29% of the time.

The total amount of silver mined in global history is enough to create a 52m cube. The amount of silver available to the market each year depends chiefly on mine production and scrap metal recycling. In 2013, silver scrap reached its lowest levels since 2001 to 5,966 tonnes, or under 20% of supply.

Silver is most often mined from polymetallic deposits. There are different types spread out through the world, but silver supply is increasingly coming from North and South America and primary silver miners..

Link: http://www.zerohedge.com/news/2015-02-25/visualizing-who-controls-worlds-silver-supply

Quelle: zerohedge.com, visualcapitalist.com

Hyperinflation: Gold in der ukrainischen Währung Hrywnja explodiert

Gold zeigt einmal mehr seine Qualitäten in einem Umfeld von unkontrollierter Inflation (Ukraine Edition)..

Quelle: zerohedge.com

Mittwoch, 25. Februar 2015

Minenbranche Must Read, Fraser Institut: Survey of Mining Companies 2014

Jedes Jahr publiziert das Fraser Insitute seine lesenswerte Einschätzungen über die Attraktivität der verschiedenen Minen-Nationen und -Regionen weltweit, geopolitische Risiko-Analysen und Prognosen für das generelle Mineral-Potential. Hier können Sie den kompletten Report downloaden.

Die besten Minen-Regionen der Welt laut des aktuellen Reports sind:

"..The most attractive jurisdiction in the world for mining investment this year is Finland. The other top 10 ranked jurisdictions are Saskatchewan, Nevada, Manitoba, Western Australia, Quebec, Wyoming, Newfoundland & Labrador, Yukon, and Alaska. Finland displaces Western Australia, which dropped to 5th overall.

Saskatchewan moved up 5 spots to rank as the second most attractive jurisdiction in the world for investment. Manitoba moved into the top 10 this year, after ranking 13th last year. Greenland dropped out of the top 10 this year, moving down to 41st along with Sweden, which moved down to 12th. Meanwhile, Malaysia ranks as the least attractive jurisdiction in the world for investment. This is a significant drop for Malaysia which ranked 70th (of 112) in 2013. Also in the bottom 10 (beginning with the worst) are Hungary, Kenya, Honduras, Solomon Islands, Egypt, Guatemala, Bulgaria, Nigeria, and Sudan.."

Quelle: http://www.fraserinstitute.org/research-news/display.aspx?id=22259

Quelle: fraserinstitute.org

Alle Jahre wieder: Die weltgrößte Minen-Konferenz in Toronto - PDAC 2015

Und erneut ist es soweit. Die größte Minen-Konferenz der Welt, die PDAC 2015, lädt nach Toronto ein. Es werden erneut mehr als 25.000 Besucher aus der ganzen Welt erwartet. Zahlreiche Minen-Firmen, Branchen-Experten und Journalisten werden vor Ort sein. Vom 1. bis zum 4. März 2015 ist damit wieder Ausnahmestimmung in der kanadischen Finanzmetropole angesagt..

"..The Prospectors & Developers Association of Canada (PDAC) represents the interests of the Canadian mineral exploration and development industry. The association was established in 1932 in response to a proposed government regulation that threatened the livelihood of Ontario prospectors. A timeline of the association's history is available here, along with a written history that can be found here. Today, 82 years after its founding, the association is a national organization with more than 9,000 individual members (including prospectors, developers, geoscientists, consultants, mining executives, and students, as well as those involved in the drilling, financial, investment, legal and other support fields) and more than 1,200 corporate members (including senior, mid-size and junior mining companies and organizations providing services to the mineral industry)..."

Link: http://www.pdac.ca/about-pdac/about-pdac

Agenda: http://www.pdac.ca/docs/default-source/default-document-library/schedule-at-a-glance-(feb-4)f61ac2d3737861ad9066ff000004e9e6.pdf?sfvrsn=0

Floor Plan: http://www.pdac.ca/docs/default-source/default-document-library/ie-(feb-3-final).pdf?sfvrsn=2

Teilnehmende Minen-Firmen: http://www.pdac.ca/docs/default-source/convention---common-docs/2015/2015-ie-exhibitor-list.pdf?sfvrsn=4

Alle weitere Informationen auf der Event-Homepage des Veranstalters: http://www.pdac.ca/convention

Quelle: canadianminingmagazine.com

Quelle: caperi.com

Neues Interview mit dem legendären Investor und Mining-Tycoon Lukas Lundin

Der renommierte Top-Investor und Mining-Mogul Lukas Lundin aus Schweden wird dieses Jahr auch die PDAC 2015 in Toronto besuchen. Folgend das letzte, hörenswerte Kurz-Interview mit dem erfolgsverwöhnten Contrarian:

Quote:

Lukas Lundin likes to attend the PDAC “when people are a bit worried”

POSTED ON FEBRUARY 24, 2015 BY TOMMY HUMPHREYS
CATEGORY LUKAS LUNDIN,

Haywood Securities Managing Director of Investment Banking Kevin Campbell interviewed Lukas Lundin for a pre-PDAC message from Lundin, the billionaire Swede mining and oil tycoon whose Lundin Gold and the Ecuadorian Government are co-sponsoring the event..

Link: http://ceo.ca/2015/02/24/lukas-lundin-attend-pdac-when-people-are-a-bit-worried/

Trend bleibt intakt: Amerikanische Öl-Produktion und Lagerbestände erreichen neues Rekordhoch

Trotz des massiven Ölpreis-Verfalls verharrt die amerikanische Öl-Produktion auf einem Rekordhoch. Parallel steigen die Öl-Lagerbestände weiter an und erreichen ebenfalls neue Rekord-Level..

Quelle: zerohedge.com

Integra Gold verstärkt das Board mit dem ex-Portfolio-Manager von Sprott's Gold & Precious Minerals Fund

Sehenswerte Neuaufnahme beim erfolgreichen Goldprojekt-Entwickler Integra Gold (TSX-V:ICG):

Integra Gold Appoints Charles Oliver to Board of Directors

VANCOUVER, BC--(Marketwired - February 20, 2015) - Integra Gold Corp. (TSX VENTURE:ICG) (OTCQX: ICGQF) ("Integra" or the "Company") is pleased to announce the appointment of Charles Oliver to the Company's Board of Directors.

Mr. Oliver is a geologist who most recently held the position of Lead Portfolio Manager for the Sprott Gold and Precious Minerals Fund. Prior to his role at Sprott Asset Management, Mr. Oliver was a Senior Vice President and Lead Portfolio Manager at AGF Funds. During his 11 year tenure at AGF Funds, Mr. Oliver managed a variety of funds, including the Precious Metals Fund, Canadian Resources Fund, Global Resources Fund, Growth Equity Fund and Markland Oilsands Sector Fund. Mr. Oliver earned his BSc in Geology (Honours) from the University of Western Ontario and began his career as a field geologist in Québec before moving to Toronto to work as a trader and retail broker..

Link: http://www.marketwired.com/press-release/integra-gold-appoints-charles-oliver-to-board-of-directors-tsx-venture-icg-1993714.htm

Quelle: bigcharts.com

Quote:

Gold Developer Integra Gold legt herausragende PEA vor

Integra Gold (TSX-V:ICG) legte gestern nach Börsenschluss eine ausgezeichnete PEA vor. Ganz starke ökonomische Zahlen, die sich durch die Bank sehen lassen können. Erwähnenswert ist außerdem, dass die PEA bei einem konservativen Goldpreis von 1.175 USD/Unze kalkuliert wurde..

Link: http://rohstoffaktien.blogspot.de/2015/01/gold-developer-integra-gold-legt.html

Quote #2:

Projektentwickler Integra Gold legt eindrucksvollen Fahrplan für 2015 vor

Starker Fahrplan bei Integra Gold (TSX-V:ICG) für 2015. Mit 7 aktiven Bohrgeräten wird es das umfassendste Exploration-Programm in dieser Region und in der Firmen-Historie..

Link: http://rohstoffaktien.blogspot.de/2015/01/projektentwickler-integra-gold-legt.html

Neues Interview mit Gianni Kovacevic über Geopolitik, sein Buch, den Kupfermarkt und CopperBank

Hörenswertes Interview:

Dementi für Elefantenhochzeit: Rio Tinto sieht kein Merger mit GlencoreXstrata kommen

Sam Walsh, CEO von Rohstoff-Major Rio Tinto (ASX:RIO), erteilt den Merger-Gerüchten mit dem weltgrößten Rohstoff-Händler GlencoreXstrata (LSE:GLEN) weiterhin eine Abfuhr:

Rio Tinto CEO: No chance of a Glencore merger

Yoel Minkoff, SA News Editor

Rio Tinto (NYSE:RIO) will not be taken over by rival Glencore (OTCPK:GLNCY) because there is no value in it for shareholders and regulators will never let it happen, announced Rio Tinto chief executive Sam Walsh.
Rio snubbed a takeover approach from Glencore last August to create a $160B mining and trading giant, but Glencore never ruled out making a fresh attempt.
Under U.K. rules, it could return with an offer from April onward.
Previously: Glencore confirms it is no longer considering merger with Rio Tinto (Oct. 07 2014)
Previously: Rio Tinto says it turned down Glencore merger idea in August (Oct. 06 2014)

Quelle: bigcharts.com

Dienstag, 24. Februar 2015

Trotz Wachstumsabkühlung: Chinesische Kupfer-Importe bleiben auf Rekordniveau

Der weltweit wichtigste Kupfer-Abnehmer zeigt keine Ermüdungserscheinungen:

Quelle: bigcharts.com

Raffinierte, weltweite Kupferproduktion steigt durch China auf neues Allzeithoch

Beeindruckende Entwicklungen:

Quelle: bloomberg.com

Neue Vorwürfe: 10 große, internationale Banken im Verdacht der systematischen Edelmetallpreis-Manipulation

Aus den ehemaligen Verschwörungstheorien werden mehr und mehr reale Fakten. Natürlich sind wie immer auch die üblichen Verdächtigen ganz vorne mit dabei..

Ten Banks, Including JPM, Goldman, Deutsche, Barclays, SocGen And UBS, Probed For Gold Rigging

Submitted by Tyler Durden on 02/23/2015 23:47 -0500

No matter how many times the big banks are caught red-handed manipulating precious metals, some failed former Deutsche Bank prop-trader (you know who you are) will take a vociferous stand based on ad hominem attacks and zero facts that no, what you see in front of you is not precious metal rigging at all but a one-off event that has nothing to do with a criminal banking syndicate hell bent on taking advantage of anyone who is naive and dumb enough to still believe in fair and efficient markets..

Link: http://www.zerohedge.com/news/2015-02-23/ten-banks-including-jpm-goldman-deutsche-barclays-socgen-and-ubs-probed-gold-rigging

Quelle: bigcharts.com

Globale Verschuldung: Neun Länder mit Debt-To-GDP Ratio über 300%

Informative Aufstellung von Zerohedge über die aktuellen Debt-To-GDP Ratios weltweit:

Quelle: zerohedge.com

Cordoba Minerals erzielt neue Kupfer- und Gold-Discovery auf San Matias in Kolumbien

Der auf das rohstoffreiche Kolumbien fokussierte Explorer Cordoba Minerals (TSX-V:CDB) trifft auf einem 200 Meter langen Abschnitt 0,66% Kupfer-Äquivalent, was sich definitiv sehen lassen kann. Parallel werden zahlreiche neue, attraktive Bohrziele auf den riesigen Kupfer- und Gold-Liegenschaften vom San Matias Projekt identifiziert..

Cordoba Minerals Drills 200.1 Metres of 0.66% Copper Equivalent at Montiel East and Defines Numerous Copper-Gold and Gold Targets Over the Entire 13 Kilometres of Strike at the San Matias Project

TORONTO, ONTARIO--(Marketwired - Feb. 23, 2015) - Cordoba Minerals Corp. (TSX VENTURE:CDB) ("Cordoba" or the "Company") is pleased to announce that the final drill holes from the recently completed diamond drilling program have shown large widths of copper-gold mineralization in the newly identified southern extension of the Montiel East target of the San Matias project. Additionally, the interpretation of over 250 stream sediment samples collected over the main north-south structural trends, located from airborne magnetics data, has shown numerous and extensive copper-gold and gold anomalous drainages over the entire 13 kilometres of strike of the project area, with at least three parallel north-south structural trends that host mineralization, located to date..

Link: http://www.marketwired.com/press-release/cordoba-minerals-drills-2001-metres-066-copper-equivalent-montiel-east-defines-numerous-tsx-venture-cdb-1993896.htm

Quelle: cordobaminerals.com

Quelle: bigcharts.com

Quote:

Cordoba Minerals: Nächste, massive Porphyr Kupfer-Gold-Discovery in Kolumbien

Lesenswerter Beitrag von CEO.CA..

Link: http://rohstoffaktien.blogspot.de/2015/02/cordoba-minerals-nachste-massive.html

Kupferpreis bricht nach oben aus, Bodenbildung läuft an

Nach einem sehr verlustreichen Januar, zeigt der Kupferpreis endlich mal wieder Stärke:

Quelle: de.investing.com

Rohstoff-Gigant BHP Billiton legt Halbjahreszahlen vor und übertrifft Erwartungen

Der Branchenführer im globalen Minensektor, BHP Billiton (ASX:BHP), verkündet die Finanzergebnisse für das letzte Firmen-Halbjahr und kann erfolgreich die Gewinnerwartungen schlagen. Zudem kommen die Aktionäre in den Genuss einer 5%igen Didivenden-Erhöhung..

BHP's H1 profit cut nearly in half, costs nearly 25% lower

Carl Surran, SA News Editor

BHP Billiton (NYSE:BHP) reports a 47% Y/Y drop in net profit to US$4.27B for the six months through December, down from a $8.11B profit a year earlier but ahead of analyst consensus for $3.59B.
BHP's underlying profit for the six months, which excludes non-cash charges against assets including some oil fields in North Louisiana, was down 31% Y/Y at $5.35B; however, BHP is raising its interim dividend 5% to US$0.62/share.
BHP says it spent $6.4B on finding and developing new deposits and in expanding existing ones, but that was 23% lower than the $8.3B it spent in the same six-month period a year earlier.
Also says it is focusing its cap spending more on improving efficiency and reducing costs at its existing projects rather than developing new ones.

Quelle: bhpbilliton.com

Quelle: bigcharts.com

Montag, 23. Februar 2015

Primero Mining verkündet erfreuliche Bohrergebnisse und neue Gold-Discoveries auf Black Fox in Ontario

Der Goldproduzent Primero Mining (TSX:P, NYE:PPP) kann die Gold-Mineralisierungen im Black Fox Complex in Ontario deutlich in der Tiefe erweitern. Parallel erzielt der Junior-Produzent neue, sehenswerte Gold-Discoveries in oberflächennahen Regionen..

Primero Provides Exploration Update for the Black Fox Complex; Mineralization Expanded at Depth, Plus Near Surface Discoveries

TORONTO, ON--(Marketwired - February 23, 2015) - Primero Mining Corp. ("Primero" or the "Company") (TSX: P) (NYSE: PPP) today provided a final update on exploration activities in 2014, including results from January 2015, at its Black Fox Complex, which includes the Black Fox mine and adjacent Grey Fox exploration property, located in the Township of Black River‐Matheson near Timmins, Ontario, Canada.

Black Fox Highlights:

High-grade Central Corridor Expanded: Results from the Lower Central zone with 8.4 grams per tonne ("g/t") gold over 17.3 metres including 54.5 g/t gold over 1.1 metresand 35.8 g/t gold over 1.7 metres (520-EX67-E), and 9.8 g/t gold over 6.2 metres (520-EX55-E) have expanded the width of the high-grade corridor. Mineralization has also now been traced to a depth of approximately 800 metres below surface at Black Fox.
Delineation Drilling Expands Near Infrastructure Mineralization: Delineation results include 111.3 g/t gold over 3.5 metres (370-F482-40), 16.3 g/t gold over 13.2 metres(530-03-EAB) and 84.2 g/t gold over 2.5 metres (335-160W).
Lower East Zone Extended at Depth: Results from the Lower East zone include 30.9 g/t gold over 6.2 metres (530-B389-23), and 15.5 g/t gold over 9.9 metres (470-F566-13A).
Discovery of Two New Near Surface Zones: The Tamarack Gold zone was discovered approximately 400 metres east of the current Black Fox open-pit with intercepts including11.6 g/t gold over 5.5 metres (14BF-599) and 8.4 g/t gold over 3.0 metres (14BF-594). In addition, drilling approximately 1.2 kilometres west of the open-pit encountered a long intercept of continuous mineralization grading 1.7 g/t gold over 66.0 metres (14BF-591) at a depth of approximately 150 meters below surface.

Grey Fox Highlights:

Contact Zone and Grey Fox South Expanded: Highlights include 16.0 g/t gold over 8.0 metres (GF14-922), 13.7 g/t gold over 7.9 metres (GF14-928) and 3.1 g/t gold over 34.0 metres (GF14-942).

"Our 2014 exploration program at the Black Fox Complex was successful," said Joseph F. Conway, Chief Executive Officer. "Exploration drilling at the Black Fox mine continues to support our theory that mineralization continues at depth, potentially well below the 800 metres below surface we have already defined. Delineation drilling near existing infrastructure is a critical focus at Black Fox and today's results highlight the progress we've made in 2014 by increasing the mineralized envelope around existing Mineral Reserves. In addition we continue to report positive exploration results from the adjacent Grey Fox property. We expect to release our Black Fox Complex 2014 year-end Mineral Reserves and Mineral Resources in early March 2015.."

Link: http://www.marketwired.com/press-release/primero-provides-exploration-update-black-fox-complex-mineralization-expanded-depth-nyse-ppp-1993841.htm

Quelle: primeromining.com

Quelle: bigcharts.com

Chinesische Gold-Nachfrage bleibt auf Rekordniveau: Gold-Auslieferungen in Shanghai betragen 374 Tonnen in 6 Wochen

Seit Jahresstart wurden an der aufstrebenden, chinesischen Goldbörse in Shanghai (SGE) bedeutende 374 Tonnen physisches Gold bereits ausgeliefert. Damit verbleiben die Auslieferungs-Raten auf einem rekordverdächtigen Niveau..

Quelle: bullionstar.com, sge.com.cn

Amex Gold Bugs Index (HUI): Gap Close rückt wieder in Reichweite

Der HUI hat noch ein "Runaway Gap" bei knapp über 170 Indexpunkten offen..

Quelle: bigcharts.com

Gold-Major AngloGold Ashanti publiziert ordentliche Finanzergebnisse für 2014

Der drittgrößte Goldproduzent der Welt, AngloGold Ashanti (NYE:AU), verkündet die Finanzergebnisse für das 4. Quartal und Gesamtjahr 2014. AngloGold gelingt es die Kosten weiter zu senken und kann den operativen Cashflow trotz niedrigerer Goldpreise ordentlich ankurbeln..

AngloGold Output Rises for 2nd Straight Year; Costs Fall 13%

JOHANNESBURG, SOUTH AFRICA--(Marketwired - February 23, 2015) - AngloGold Ashanti (NYSE: AU) today posted its second consecutive growth in annual production alongside a 13% improvement in all-in sustaining costs, as it continued to focus on portfolio improvements and capital discipline.

Production rose 8% to 4.44Moz at an all-in sustaining cost of $1,026/oz in the 12 months through December 31, 2014, from 4.10Moz at $1,174/oz the previous year. The result compared with guidance of 4.2Moz to 4.5Moz at an all-in-sustaining cost of $1,025/oz to $1,075/oz. All-in sustaining cost is a measure that captures direct operating costs, corporate and exploration expenditure and capital investment required to sustain the business.

"The second year of growth is gratifying but the real focus for us is on improving margins," Chief Executive Officer Srinivasan Venkatakrishnan said. "Regardless of the gold price, we won't relax the pressure on costs or hesitate to take out marginal production if needed."

AngloGold Ashanti has over the past 24 months taken decisive action to cut overhead expenditure by two-thirds while improving the quality of its portfolio by bringing into production two new, low-cost mines, selling some assets, closing others and removing loss-making ounces from ongoing operations. All-in sustaining costs for 2014 are 18% lower than they were in 2012, while production is up 12% over the same period as Kibali and Tropicana have ramped up output..

Link: http://www.marketwired.com/press-release/anglogold-output-rises-for-2nd-straight-year-costs-fall-13-nyse-au-1993789.htm