Samstag, 14. März 2015

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 MARCH 13, 2015 BY HAYWOOD MINING TEAM
CATEGORY HAYWOOD MINING TEAM,
copper ore
Haywood’s Heritage Moment: Babylonian Customer Service, C. 1750 BC. According to the British  Museum’s description: “Clay tablet; letter from Nanni to Ea-nasir complaining that the wrong grade of copper ore has been delivered after a gulf voyage and about misdirection and delay of  a further delivery, slightly damaged.” Source: Yahoo
Strengthening Dollar/Weak Chinese Data Continue to Weigh on Commodities
It was another difficult week for base/precious metals, as the U.S. dollar continues to strengthen, and economic data out of China continues to disappoint. In particular, gold slid further towards $1,100 per ounce, although some commentators argue the slide is less than what would be expected given the looming prospect of higher U.S. interest rates; the price of gold finished at $1,155 per ounce on Friday. Other precious metals also fell during the week, with silver (2%), platinum (4%) and palladium (3.2%) each finishing at $15.56, $1,117 and $794 per ounce respectively. In base metals, nickel (1.7%) and lead (2.34%) both fell during the week, with the latter plunging 0.6% on Friday after a dramatic rise in LME stockpiles, which rose 7.6% to 228,700 tonnes. Lead closed at $0.81 per pound on Friday, while zinc was flat for the week. Nickel was at $6.39 per pound by market close on Friday. Iron ore fines (CFR North China) stayed below $60 per tonne as several major iron ore miners announced further plans to increase production output, sparking concerns from junior miners that they are being priced out of the market. WTI crude prices fell further during the week, falling briefly below $45 per barrel before finishing at $45.14 per barrel on Friday. Finally, the UxC Broker Average Price (BAP) of uranium lost ground slightly during the week, finishing at $39.38 per pound on Friday.
Here’s an overview of what’s in the Dig this week:
dig march 13

Click here for the full report.

Important Information and Legal Disclaimers
All prices are in C$ unless noted

Chinesische Gold-Nachfrage bleibt auf Rekord-Niveau: Totale Auslieferungen an der SGE betragen 456 Tonnen in 2015

Der chinesische Goldrausch geht ungebrochen weiter..

Quelle: bullionstar.com


Quelle: bullionstar.com


Quelle: bullionstar.com

U.S.-Dollar Index: Schnellster und stärkster Anstieg seit 1985

Eindrucksvolle Charts:

Quelle: zerohedge.com


Quelle: zerohedge.com

Ölbranche: OPEC mit unbedeutendem Förder-Rückgang

Die Produktionskürzung der OPEC von ca. 90.000 Barrel Öl pro Tag spielt auf dem Weltmarkt quasi keine Rolle..

Quelle: iea.org

S&P 500 Firmen: Aktien-Rückkaufprogramme und Dividenden steigen auf neues Allzeithoch

Interessanter Chart von Financial Times:

Quelle: ft.com, dowjones.com

Entwicklung der Chinesische Gold-Nachfrage vs. Gold-Importe vs. Goldminen-Angebot

Informativer Chart von BullionStar:

Quelle: bullionstar.com, zerohedge.com

Freitag, 13. März 2015

Minen- und Juniorbranche: Top-Panel mit Rule, Casey Lassonde, Holmes und Quartermain

Informative Video-Serie, die mehr als hörenswert ist - credit to CEO.CA:

Casey, Lassonde, Rule, Holmes, Quartermain agree: gold shares are Going Vertical

POSTED ON MARCH 13, 2015 BY TOMMY HUMPHREYS
CATEGORY CASEY RESEARCH,
Plenty of newsletters writers have been calling the bottom in junior mining shares for the past four years as the shares themselves have gotten cheaper and cheaper, but that doesn’t mean the letter writers should give up on the practice. With each passing year the odds of a rebound become more likely.
I watched the Casey Research Going Vertical video event yesterday evening, which featured Casey video chief Jonathan Roth interview some legends of the junior mining game. Guests included Franco Nevada co-founder Pierre Lassonde, Sprott Global Chairman Rick Rule, Pretivm Resources CEO Bob Quartermain, and US Global Investors CEO Frank Holmes..

Entwicklung der amerikanischen Ölproduktion, der Importe und der aktiven Bohrgeräte

Informative Übersicht mit brisanten Entwicklungen, credit to Bloomberg:

Quelle: bloomberg.com



Rally geht ungebrochen weiter: US-Dollar steigt auf neues Jahrzehnt-Hoch

Der U.S. Dollar-Index (DXY) bricht aktuell über die markante Marke von 100 Indexpunkten nach oben aus - der eindrucksvolle Höhenflug geht damit ohne Pause weiter..

Quelle: marketwatch.com


Quelle: marketwatch.com

Donnerstag, 12. März 2015

Ölproduzent Hemisphere Energy: Positive Analysten-Einschätzung von Industrial Alliance Securities

Industrial Alliance Securities mit dem jüngsten Statement zu Junior-Ölproduzent Hemisphere Energy (TSX-V:HME) und der Kursziel-Erhöhung auf 0,70 CAD:
"..Hemisphere Energy Corp. drilled and placed on production 10 horizontal wells at Atlee Buffalo and 2 horizontal wells in Jenner during the year with 100% success, driving a 74% increase in Proven developed producing reserves to 1,095 MMboe. . .we continue to believe it is well positioned to quickly ramp up drilling operations as prices look to start improving in the latter half of the year and is in a solid position to continue to grow production, cash flow and reserves organically with over 100 drilling locations in inventory. . .we are increasing our target price to CA$0.70 from CA$0.55.."
Link: http://www.theenergyreport.com/pub/co/5546

Quelle: hemisphereenergy.ca


Quelle: bigcharts.com


Quote:
Hemisphere Energy erreicht großen Firmen-Meilenstein und trotzt der Baisse im Öl-Sektor
Der wachstumsstarke Junior-Produzent erzielt einen neuen Förder-Rekord und bleibt profitabel..

Neues Interview mit Top-Manager und Mining-Entrepreneur Amir Adnani über den Uranpreis, Nuklearenergie und seine Firma Uranium Energy

Hörenswertes Interview mit dem Uran-Experten und Chef von Uranium Energy (NYE:UEC):

Concern Over Carbon Emissions Will Drive Uranium Prices Higher

Demand for uranium is rising as Japan restarts its nuclear reactors and U.S. utilities step up their purchases, said Amir Adnani, CEO of Uranium Energy Corp. Adnani added that uranium prices, now around $40, could rise as high as $50 by the end of 2015. He said China will be a big buyer considering that it is building nearly 30 new nuclear plants. Adnani said concern over carbon emissions and climate change are causing renewed momentum in nuclear energy. Finally, Adnani said Uranium Energy Corp. is a low cost provider that does not hedge so it will have a big market opportunity as the price rises..

Link: http://www.thestreet.com/video/13070688/concern-over-carbon-emissions-will-drive-uranium-prices-higher.html

Quelle: bigcharts.com

Junior-Minensektor: Anzahl der Presse-Mitteilungen im Vorfeld der PDAC 2015 brachen massiv ein

Ebenfalls ein repräsentativer Indikator für die schwerwiegende Lage in der Junior-Minenbranche:
"Another indication of tough times is the relative dearth of news from Canadian miners leading up to PDAC. In the first seven weeks of the year, miners typically issue streams of press releases about exploration results and fund-raising efforts ahead of the busy spring drilling season. 
But data from a top Canadian press release service indicated the news flow from Canadian miners has dropped by more than half in the last four years."
Link: http://www.reuters.com/article/2015/03/04/us-mining-pdac-costcutting-idUSKBN0M00IB20150304

Quelle: bigcharts.com


Quelle: bigcharts.com

Rohstoff- und Minenbranche: Explorations-Ausgaben brechen dramatisch ein

Interessante Quote aus einem aktuellen Reuters-Artikel:
"Junior mining firms, which specialize in exploration and development, have been hit especially hard by falling metal prices. Spending on global exploration for non-ferrous metals dropped to $11.4 billion in 2014 from a $21.5 billion in 2012, SNL Metals & Mining estimates.."

Quelle: mining.com, snl.com

Aktuelles Interview mit Brent Cook über Gold, Discoveries und Klondike Gold

Hörenswert, credit to CEO.CA:

Discovery Gold Rush season ends, Klondike Gold Corp’s begins – Brent Cook live from the PDAC

POSTED ON MARCH 10, 2015 BY TOMMY HUMPHREYS
CATEGORY KLONDIKE GOLD CORP,
Tonight is the season finale of the popular Discovery Channel program Gold Rush, and viewers are set to find out how much gold the Hoffman family dug up this season..


Visualisierung der Wasserknappheit in den USA

Informative Beitrag von Zerohedge:

Visualizing The American Water Crisis

Tyler Durden's picture

Goldrausch geht weiter: Chinesische Goldminen-Produktion erreicht in 2014 neues Allzeithoch

Eindrucksvolle Charts:

Quelle: smaulgld.com


Quelle: bullionstar.com

Dienstag, 10. März 2015

Goldminen- und Junior-Sektor: Ein weiteres "PDAC-Hoch" ?!

Es ist unglaublich aber wahr: Seit der weltgrößten Minen-Konferenz in Toronto (PDAC 2015) letzte Woche, hat das wichtigste Goldminen-ETF GDX mehr als 15% an Wert verloren.

Es zeichnet sich erneut ein "PDAC-Hoch" ab und die Parallelen zu den letzten Jahren sind verblüffend. Seit Jahren markiert die PDAC quasi das Verlaufshoch im Junior- und Goldminen-Sektor..

Quelle: bigcharts.com


Quelle: bigcharts.com