Goldminen vs. Gold - HUI:Gold Ratio zeigt relative Stärke

Goldminen (HUI, GDX, XAU) halten sich zuletzt relativ stark gegenüber dem Goldpreis (GLD)..

Quelle: stockcharts.com

Quelle: stockcharts.com

Powerwall kommt: Tesla steigt in den Markt für Großbatterien ein

Bloomberg hat die wichtigsten Fakten zusammengefasst:

Tesla’s Powerwall Event: The 12 Most Important Facts

'The issue with existing batteries,' Musk mused, 'is that they suck.'

"..Tesla just gave us its first look at a new stackable battery system to store electricity for homes, businesses and the grid. It’s a product that Tesla says will soon bring in billions in annual revenue. Here’s what Elon Musk revealed..

1. The home battery version is called the Powerwall. It looks like this: 

And it can be stacked, sideways, like this: 

2. It’s cheap (but not too cheap). Powerwalls cost  $3,500 for a 10-kilowatt-hour version that will allow you to run a handful of home appliances for a few days in case of an outage. That’s consistent with the general trajectory of falling battery prices—great for people who want to live off grid with solar power, but not yet cheap enough to make economic sense for most grid-connected customers.  

3. Notably, that doesn’t include the cost of the inverter or installation. In a conference call a year ago, Musk gave his first hint of what he wanted the Powerwall system to look like, including an "integrated bidirectional inverter, and it’s just plug and play.” The inverter and installation can more than double the price of a home storage system. 

4. It’s thin. The battery is designed to be hung on a garage wall, or even on an outside wall. It’s 220 pounds but just 7.1 inches deep. That’s two inches deeper than what he’d hoped for, but still pretty sleek. 

5. It ships this summer. Units are available for pre-order now and come in several colors. 

6. "The issue with existing batteries is that they suck." That’s Musk’s characteristically colorful take on the competition. “They’re expensive, they’re unreliable … stinky." 

7. The larger version is called the Powerpack. Musk's biggest immediate opportunity is in commercial and utility-scale storage. The Powerpack is “infinitely scalable,” he said. It consists of 100-kilowatt-hour blocks that can be clustered to meet any project size.

8. Customers are waiting. Tesla has already been approached by a utility that wants a 250-megawatt-hour installation, Musk said, without naming the utility. That's 2,500 Powerpack towers. Non-utility customers include Wal-Mart, Amazon, and Target. 

9. This is what a utility-scale project looks like: 

10. Powerpack costs weren’t provided. It's worth noting that even before this event, Tesla was already the biggest provider of battery storage under California’s generous subsidy program for storage projects. The Powerpack isn't really a new line of products for Musk, just a streamlined one.  

11. The event (which started more than an hour after it was scheduled) was run entirely on batteries. "This entire night, everything you’re using, is stored sunlight,” Musk told the crowd. 

12. The spirit of open source continues. Tesla’s open patent policy has been extended to both the battery technology and the design of the $5 billion gigafactory itself..

Link: http://www.bloomberg.com/news/articles/2015-05-01/tesla-s-powerwall-event-the-11-most-important-facts

Blackheath Resources: Aktuelles Interview & Feature von Equities und Caesars Report

Lesenswertes Interview von Peter Epstein mit Blackheath Resources' (TSX-V:BHR) CEO & Director James Robertson auf Equities.com; u.a. über den letzten Firmen-Meilenstein:

Interview with CEO of Blackheath Resources Inc. on their Ambitious Tungsten Mining Project

By  Peter Epstein

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April 29, 2015 8:00AM

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I conducted this interview of CEO JAMES ROBERTSON, B.SC., P.ENG. Director & CEO of Blackheath Resources Inc. ($BHR.V) by phone and email from 4/24/15 – 4/28/15. The opinions and facts reflected in Mr. Robertson’s answers are entirely his own. I, Peter Epstein, merely asked the questions. I have no prior or current relationship with any company named herein. Readers should conduct proper due diligence, including consulting with their own investment advisors before buying or selling speculative stocks. As of April 28, 2015, I own no shares of Blackheath.

Epstein: Please describe, in a single paragraph, Blackheath Resources to readers unfamiliar with the company.

Robertson: Our story is simple. We hold five of the top past-producing tungsten metal mines in Portugal and we plan to return the best of these to production. The mines closed in the mid-1980s when metal prices plummeted. Little work has been done prior to Blackheath’s activity. Tungsten is a strategic, high value metal that tops the critical supply lists in Europe, the UK and the US. Portugal is a supportive jurisdiction in which to work. Our team is very experienced working in Portugal and in tungsten exploration and mining. We plan to move the projects forward quickly, thereby developing significant shareholder value..

Link: http://www.equities.com/editors-desk/economy-markets/business-outlook/interview-with-ceo-of-blackheath-resources-inc-on-their-ambitious-tungsten-mining-project

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Der Link zum informativen Q&A Spezialreport von Caesar inkl. lesenswertem Interview mit Blackheath's Präsident Alex Langer: http://caesarsreport.com/freereports/CaesarsReport_2014-04-22.pdf

Link zur Text-Version: http://www.caesarsreport.com/reports/blackheath-resources-qa-2/

Quelle: caesarsreport.com

Quelle: blackheathresources.com

Quote:

Erfolgs-Management will Coup wiederholen: Blackheath Resources verkündet eine der besten Wolfram-Bohrungen aller Zeiten

Der ambitionierte Wolfram-Explorer trifft auf einer der historisch größten Wolfram-Minen in Portugal ins Schwarze.

Blackheath Resources (TSX-V:BHR, DE:04B, WKN: A1J3VA) publiziert heute beachtliche Bohrergebnisse vom Explorationsprogramm auf dem Borralha-Wolframprojekt im Norden von Portugal. Borralha gilt nicht ohne Grund als attraktives und besonders aussichtsreiches Wolfram-Asset. Denn auf den Liegenschaften wurde in der Geschichte die zweitgrößte Wolfram-Mine des Landes betrieben..

Link: http://rohstoffaktien.blogspot.de/2015/04/erfolgs-management-will-coup.html

IDM Mining: Veteran-Explorer Rob McLeod über die brisanten Klimaveränderungen in B.C. und die Auswirkungen auf die Exploration

Lesenswerte Zeilen von IDM Mining's (TSX:IDM) Präsident und CEO Rob McLeod in der Vancouver Sun:

Opinion: Retreating ice reveals riches

 

Environment: Ore deposits once hidden by glaciers are now being discovered

 

BY ROB MCLEOD, SPECIAL TO THE SUN APRIL  2015

The retreat of glaciers, such as the Salmon Glacier near Stewart, allows geologists and prospectors access to previously untouched land.

The effects of climate change on my hometown of Stewart, north of Prince Rupert, are a poignant example of change over my lifetime. The winter of 2014-15 is a record-low snow year, and for the first time in any local’s memory, there wasn’t any snow on the ground at Christmas. My buddies who love snowmobiling have been crying the blues. It certainly wasn’t always this way.

Growing up in Stewart during the 1970s, it was routine to have over a metre of snow fall overnight, and school was always open. The big employer in town was the Granduc copper mine, which held the world record for annual snowfall for several years in the 1970s.

I followed my family tradition of entering the mining industry, studying geology at the University of British Columbia. At the time, the study of climate change was in its infancy. We studied glaciology, geomorphology, as well as economic geology, and my hunt for gold mines has blossomed into a 20-plus-year career. Following graduation, I came back to Stewart, in the same mountains that my father Ian and my uncle Don McLeod worked as underground miners. In 1993, I started working as a geologist for Lac Minerals, drilling the Red Mountain gold property 15 kilometres east of Stewart. Two years later, Lac was acquired by mining giant Barrick Gold, and the project was essentially abandoned for the next 20 years.

In 2014, as CEO of IDM Mining, named in honour of my father and uncle, I signed an option agreement to acquire the rights to Red Mountain and complete the unfinished business of putting the deposit into production.

When I returned to the property, I hardly recognized it. The hanging glaciers that are the major outlet for the giant Cambria Icefield had retreated as far as two kilometres. If there is any benefit for global warming, it is to exploration geologists such as myself. Here was an opportunity to prospect newly exposed bedrock, never before seen by a prospector or geologist.

In mineral exploration, most of our efforts involve looking for ore deposits that are hidden under overburden, such as glacial till, desert sands or Arctic tundra. If a mineralized occurrence is outcropping, odds are that it would have been already discovered. It is quite rare in North America to explore rocks that have never before been seen by another prospector. The rapid glacial retreat has led to multiple recent discoveries in northwestern B.C.

In the Stewart area, Pretium Resources is developing its Valley of the Kings deposit. This spectacular deposit of gold and silver mineralization was discovered in the last decade due to retreating ice. I believe that Valley of the Kings will be one of the richest mines in history. The giant Mitchell deposit owned by Seabridge Gold also melted out from under ice cover during the past 20 years.

Back to Red Mountain. I came across a website with research led by Dan Smith, a geography professor at the University of Victoria. He studied the retreat of the Bromley Glacier, on our claims south of the Red Mountain deposit. I was under the impression that the glaciers of northwestern B.C. had been progressively retreating since the Wisconsian glacial maximum, over 8,000 years ago. 

Dan’s team collected samples of preserved wood from mats within the glacier’s lateral moraine. Advancing glaciers would bulldoze trees on the adjacent valley walls, later preserved under covers of moraine. Over the past 2,500 years, the Bromley Glacier has repeatedly advanced and retreated significantly four separate times.

As a scientist, I acknowledge the research suggesting our current period of anthropogenic global warming. Certainly on the negative side, some of the majestic glaciers of my youth are shadows of their former glory. The Bear Glacier sits adjacent to Highway 37A into Stewart; as a teenager, I would windsurf in the lake at its towering terminus, dodging icebergs. Bear Glacier has retreated up its source valley. Probably when my children are grown, it will be gone.

My expertise is as a prospector for gold and an exploration geologist. I am lucky to be one of the few to benefit from climate change, and hopefully my hometown of Stewart can benefit too by building a new gold mine at Red Mountain.

Rob McLeod is an exploration geologist and the chief executive officer of IDM Mining.

© Copyright (c) The Vancouver Sun

Link: http://www.vancouversun.com/technology/Opinion+Retreating+reveals+riches/11002765/story.html

Quelle: idmmining.com

Quelle: idmmining.com

Quelle: idmmining.com

Quelle: idmmining.com

Quote:

Attraktiver Gold-Developer in B.C. mit Mikro-Bewertung: IDM Mining nach Ausverkauf chancenreich

Link: http://rohstoffaktien.blogspot.de/2015/01/attraktiver-gold-developer-in-bc-mit.html


Quote #2:

IDM Mining trifft mit Expansionsbohrungen ins Schwarze und bestätigt großes Explorationspotential auf Red Mountain in B.C.

Link: http://rohstoffaktien.blogspot.de/2014/11/idm-mining-trifft-mit.html


Quote #3:

IDM Mining: Fortschritte im Genehmigungsprozess für das Red Mountain Goldprojekt in British Columbia

Link: http://rohstoffaktien.blogspot.de/2014/11/idm-mining-fortschritte-im.html



Quote #4:

Gold-Developer IDM Mining: Exzellente Turnaround-Chance nach krasser Verkaufs-Welle

Link: http://rohstoffaktien.blogspot.de/2014/10/gold-developer-idm-mining-exzellente.html


Quote #5:

IDM Mining schließt Privatplatzierung, gibt Insider-Engagement bekannt und legt Top-Explorationsresultate vor

Link: http://rohstoffaktien.blogspot.de/2014/09/idm-mining-schliet-privatplatzierung.html


Quote #6:

IDM Mining: Starker Newsflow und solide Unternehmens-Fortschritte in einem schwierigen Marktumfeld

Link: http://rohstoffaktien.blogspot.de/2014/09/idm-mining-starker-newsflow-und-solide.html

Wichtigste Zentralbanken der Welt : Aggregierte Bilanzsumme steigt um 11 Billionen USD seit 2007 an

And more to come..

Quelle: db.com

Konstruktive Entscheidung: Rye Patch Gold startet Aktienrückkaufprogramm

Smarter Move von Bill Howald's solide finanzierter Rye Patch Gold (TSX-X:RPM), einen Teil der lukrativen Royalty-Zahlungen in Aktienrückkäufe zu investieren. Der Aktienkurs springt nachvollziehbar direkt an..

Rye Patch Announces Normal Course Issuer Bid

VANCOUVER, April 29, 2015 /PRNewswire/ - Rye Patch Gold Corp. (TSX-V:RPM; OTCQX: RPMGF; FWB: 5TN) (the "Company" or "Rye Patch") announces that the TSX Venture Exchange ("TSX-V") has accepted the Company's notice of intention to make a normal course issuer bid (the "NCIB"or "Buy-back") for its common shares through the facilities of the TSX-V.

Management of the Company is of the opinion that its common shares have been trading at prices significantly below the underlying value of the Company and that conducting the NCIB gives the Company flexibility to purchase its common shares if it determines it is in the best interests of the Company to do so.

The parameters of the NCIB have been established to ensure that Rye Patch continues to have a healthy treasury, substantial on-going cash flow from the Rochester Royalty and ensure that its current projects and its ability to capitalize on new opportunities remains well funded.

On May 1, 2015, Rye Patch may, by allocating up to a maximum of ten percent (10%) of its quarterly royalty income, commence making purchases of up to a maximum of 7,300,000 common shares, which represents approximately five percent (5%) of the Company's 146,446,746 issued and outstanding common shares as at May 1, 2015.

A purchase of common shares under the NCIB also may not, when aggregated with the total of any other purchases in the 30 days preceding the purchase, whether through the facilities of the TSX-V or otherwise, exceed 2% of the total issued and outstanding common shares of the Company at the time the purchase is made.

Haywood Securities Inc. will be conducting the NCIB on behalf of the Company.  Any common shares acquired under the NCIB will be purchased at the market price.  All shares acquired by the Company pursuant to the NCIB will be cancelled following purchase. The normal course issuer bid will terminate on the earlier of the date determined by the Company and April 30, 2016..

Link: http://www.ryepatchgold.com/news/index.php?&content_id=251

Quelle: ryepatchgold.com

Quelle: bigcharts.com

Quote:

Rye Patch Gold: Exklusives Interview mit dem Präsidenten, CEO und Co-Founder Bill Howald im Rahmen der Europa-Roadshow

Ende März traf ich Rye Patch Gold's (TSX-V:RPM) CEO, Präsident und Co-Founder Bill Howald und konnte ihn für ein interessantes Interview gewinnen. Folgend einige Einblicke..

Link: http://rohstoffaktien.blogspot.de/2015/04/rye-patch-gold-exklusives-interview-mit.html

U.S. Dollar Index DXY: Potentielle Top-Bildung in Arbeit

Der U.S. Dollar-Index (DXY) steht vor einer der größten Verlust-Wochen während der letzten 10 Jahre:

Quelle: marketwatch.com

Quelle: marketwatch.com

Goldaktien, Goldminenbranche: Historische Bärenmärkte in Relation

Informative Charts von Jordan Roy-Byrne's TheDailyGold.com:

Quelle: thedailygold.com

Quelle: thedailygold.com

Wochenrückblick und Performance-Vergleich: Rohstoff-, Minen- und Junior-Sektor

Kupferminen, Urantitel und die Aktien der Rohstoff-Majors gehören in der Vorwoche zu den großen Gewinnern, während Gold- und Silberminen erneut unter Druck stehen.

Die relative Stärke der Minenaktien gegenüber den Rohstoffpreisen hält auch in der letzten Woche in einigen Segmenten an. So auch im Edelmetall-Bereich. Während Gold (GLD) und Silber (SLV) auf Mehrwochen-Tiefstände einknicken, halten sich die Minentitel wesentlich besser.

Nach anfänglichen Kursgewinnen bleiben damit unter dem Strich kleine Minus-Vorzeichen bei den Gold- und Silberminen-Aktien (GDX, GDXJ, SIL) auf Wochensicht stehen. Newmont Mining, der zweitgrößte Goldproduzent der Welt, legte starke Ergebnisse vor, was sich positiv auf die großen Goldminen-Indizes auswirkt. Im Junior-Gold-Sektor sorgen vor allem neue M&A-Deals für Aufsehen und Interesse, bspw. der Aufkauf von Mega Precious Metals durch Major Yamana Gold - eine der billigsten Übernahmen in der Goldminenbranche aller Zeiten!

Die Konsolidierungen in der Minenbranche setzten sich auch in anderen Bereichen fort. Den krassesten M&A-Deal im Hinblick auf die Bewertungen gab es in der Vorwoche wohl bei Kupfer-Projektentwickler NovaCopper, der den auf Kolumbien fokussierten Explorer Sunward Resources übernehmen wird. NovaCopper kauft damit für weniger als 30 Mio. USD mehr als 10 Millionen Goldunzen, über 500 Millionen Pfund Kupfer und eine Kassenbilanz von mehr als 15 Mio. USD auf. Rechnet man EV dieses Deals aus, dann zahlt NovaCopper hier weniger als 2 USD pro Goldunze - was für ein gigantischer Coup!

Dem tief gefallenen Eisenerz-Sektor wird außerdem neues Leben eingehaucht. Nachdem es in diesem Monat noch bis auf weniger als 48 USD/Tonne beim Eisenerzpreis - ein Zehnjahrestief! - abwärts ging, explodierten die Preise während der letzten 7 Handelstage - was vor allem an kommenden Expansions-Reduktionen von den Majors lag, die in Aussicht gestellt wurden. Beim Eisenerz ging es somit seit den Tiefständen bereits um mehr als 22% aufwärts und nun steht schon wieder die Marke von 60 USD/Tonne im Visier. Was für eine Achterbahnfahrt!

Kein Wunder, dass die Rohstoff-Giganten in den letzten Tagen daher zu den großen Gewinnern gehören. Denn bei allen der drei größten Minenkonzerne der Welt - BHP Billiton, Rio Tinto und Vale - entfällt der Großteil des Cashflows und Unternehmensgewinns auf die Eisenerz-Sparte. Vale's Aktienkurs stieg in wenigen Tagen sogar um mehr als 40% an - gewaltig für ein Multi-Milliarden-Konzern! Dies führte dazu, dass die Benchmarks im Standardminen-Sektor (vgl. TXGM) eine starke Handelswoche verzeichneten.

Neues Kapital floss auch im größeren Stil in den Kupferminen-Sektor (COPX), dessen mittel- bis langfristige Aussichten sich mehr und mehr verbessern. Das wichtigste Industriemetall der Welt (neben Eisenerz) steht vor einer blühenden Zukunft. Alle großen Minenkonzerne sehen die Kupferbranche als das lukrativste Segment mit dem größten Potential in den nächsten 10 Jahren an. Das diversifizierte Kupferminen-ETF COPX legte auf Wochensicht mehr als 5,5% - eine der besten Handelswochen der letzten Jahre.

Die Kupferbranche wurde nur von einem anderen Rohstoff-Sektor in der Vorwoche ausgestochen. Aufgrund einer wahren Flut an positiven Nachrichten, kam es im Uran-Sektor zu zahlreichen Aktien-Kursexplosionen. Zu den Top-Performern gehörte u.a. der amerikanische Uran-Konzern Uranium Energy, welcher in der Spitze sogar um mehr als 60% binnen 5 Handelstagen zulegen konnte.

Wesentlich verhaltener war die Handelswoche im generellen Energie-Sektor abseits der Uranindustrie. Öl- und Gas-Aktien (DJUSEN, XLE) tendierten die gesamte Woche schwächer und es kam keine Kaufstimmung auf, nachdem auch die jüngste Rally beim Ölpreis einen Halt machte.

Quelle: bigcharts.com

Legende:

·         GLD: SPDR Gold Trust ETF

·         SLV: iShares Silver Trust

·         COPX: Global X Copper Miners ETF

·         GDX: Market Vectors Gold Miners ETF (HUI Comp. ETF)

·         GDXJ: Market Vectors Junior Gold Miners ETF

·         SIL: Global X Silver Miners ETF

·         TXGM: S&P/TSX Global Mining Index

·         DJUSEN: Dow Jones U.S. Oil & Gas Index