Haywood's Weekly Dig: Miners in Spotlight after Hotel Attacked by Terrorists in Mali

Ein erneut trauriger Abschluss einer lebhaften Handelswoche:

In a week where the world was reminded of the threat that terrorist groups pose, 127 people were killed following systematic attacks on various locations in Paris (See page 2), while another terrorist attack, this time in Mali, coincided with the end of the Mali International Mining Conference and Exhibition; the attack took place at the popular Radisson Blue Hotel in the Malian capital of Bamako, where gunmen killed 27 people, and took 170 others hostage. 

Several mining companies have operations/projects in the region including B2Gold Corp. (BTO-T), IAMGOLD Corp. (IAG-NYSE) and Randgold Resources Ltd. (RRS-LON); B2Gold reported two of its employees who were staying at the hotel at the time of the siege were later extracted safely, while concerns that other delegates from the conference may have also been staying at the hotel. At the time of publication, reports suggested that the hostage situation was over. 

Meanwhile, copper (↓4.8%) plunged further towards the $2.00 per pound level, before finishing at 2.09 per pound, while nickel (↓8%), lead (↓0.87%) and zinc (↓3.39%) each finished at $3.94, $0.72 and 0.70 per pound respectively. Precious metals were mixed, with gold (↓0.5%), silver (↓0.5%) and platinum (↓0.6%) all lower, finishing at $1,076, $14.18 and $855 per ounce respectively, while palladium (↑4%) recovered slightly after last week’s 15% fall to finish at $563 per ounce. The price of WTI crude (↓1%) dropped slightly to finish at $41.72 per barrel, while the UxC Broker Average Price (BAP) of uranium rose slightly after remaining flat for most of last week, finishing at $36.11 per pound.

Click here for the full report: http://cdn.ceo.ca/1b4vabf-MMNov202015_CEO_secured.pdf 

Stocks mentioned: $BAR $BTO $EDV $ROG $TV $TGM $TXR $PGE $IAG

Wichtiger Bestandteil im Energie-Mix: China hält an Uran fest, visiert globale Expansion an

Sehr spannende Entwicklung, die signifikante Auswirkungen auf die Uranbranche nach sich ziehen könnte:

China Widens Nuclear Exports With $7.7 Billion Romania Plant

The memorandum of understanding, signed on Nov. 9 with Romania’s state-owned Societatea Nationala Nuclearelectrica SA, covers construction and operation of two Chinese-developed reactors at the nation’s Cernavoda nuclear power plant, according to a statement on the Chinese company’s website. The project’s total investment will be about 7.2 billion euros ($7.7 billion) and the two companies will establish a venture, the statement said.

Romania’s entire nuclear fleet consists of two reactors at the Cernavoda atomic station, about 48 kilometers (30 miles) west of the Black Sea. The nation has been seeking to expand capacity at the facility for more than a decade. The original plan to build two additional reactors was abandoned by GDF Suez SA, RWE AG and Iberdrola SA in 2011.

China General Nuclear started to look into Romania’s nuclear power market in September 2010 and reached a primary cooperation agreement in November 2013, according to the statement.

China is vying for wider acceptance for its atomic technology and expertise amid a global call for cleaner energy. State-owned China National Nuclear Corp. last week agreed with Argentina to build the South American country’s fourth plant and started talks on a fifth. Chinese banks agreed to provide 85 percent of the financing for the fourth plant that costs about $6 billion to build.

Last month, Electricite de France SA and China General Nuclear Power Corp. signed an accord to build three new nuclear power stations in the U.K., including the 18 billion pound ($27 billion) Hinkley plant in southwest England.

China plans to export as many as eight domestically designed third-generation nuclear reactors to international markets by 2020, China Daily reported in June.

CGN Power Co., China General Nuclear’s Hong Kong-traded unit, dropped 0.6 percent to HK$3.20 as of 10:51 a.m. local time, compared with a 1.1 percent decline in the city’s benchmark Hang Seng Index..

Link: http://www.bloomberg.com/news/articles/2015-11-10/china-keeps-nuclear-exports-going-with-7-7-billion-romania-deal

China-Krise und Deflationsschock belasten: Kupfer bricht auf neues 6-Jahrestief ein

Dr. Copper bleibt massiv unter Druck, das Chartbild sieht desaströs aus. Der Kupferpreis liegt nach einer weiteren, schweren Verlustwoche nur noch wenige Prozent über der markanten Marke von 2 USD/Pfund entfernt:

Quelle: stockcharts.com

Junior-Explorer TerraX Minerals trifft auf neue, hochgradige Gold-Mineralisierungen, Aktie hält starke Outperformance

TerraX Minerals (V.TXR) schreitet bei der Gold-Exploration auf dem Yellowknife City Goldprojekt in den Northwest Territories weiter erfolgreich voran.

Heute verkündete der solide kapitalisierte Explorer, der u.a. stark von Branchenprimus Osisko Royalties (T.OR) unterstützt wird, neue Bohrergebnisse von der Hebert-Brent Shear area.

TerraX ist es gelungen, auf neue, hochgradige Gold-Mineralisierungen zu treffen. Die Highlights von den 6 aktuellen Bohrkernen mit einem Umfang von 953 Bohrmetern können sich sehen lassen:

• 10.36 m @ 3.61 g/t Au, including 2.95 m @ 5.01 g/t Au and 2.58 m @ 6.45 g/t Au in hole TNB15-024, and
• 6.70 m @ 2.70 g/t Au, including 2.00 m @ 8.77 g/t Au in hole TNB15-025.

Die Ergebnisse überzeugen nicht nur mit starken Goldgehalten, sondern ebenfalls mit einer geringen Tiefe, welche sich zunehmend positiv auf die kommende Ressourcen-Schätzung (RE) auswirken sollte. TerraX visiert während des 1. Halbjahrs 2016 die Fertigstellung einer ersten, umfangreichen RE an.

Es wurden über die Sommermonate insgesamt 42 Bohrungen auf dem lukrativen Projektbereich Crestaurum fertiggestellt. Die Resultate dieser Bohrungen stehen aus und werden von TerraX publiziert, sobald die Resultate von den Laboren zurückkehren.

Mick Carew, Mining-Analyst bei Haywood kommentierte positiv die jüngsten Ergebnisse:

"..Drilling confirms near-surface gold mineralization at Hebert-Brent Shear – TerraX Minerals released drill assay results from the Hebert-Brent Shear area within its Yellowknife City Gold Project (YCGP), immediately north of Yellowknife in the Northwest Territories. Six holes were designed to follow up on cut channel sampling of replacement-style mineralization associated with multiple north to northeast striking shear zones that intersected steeply northeast dipping porphyry dykes..."

Quote:

TerraX drills 10.26 m @ 3.61 g/t Au at Hebert-Brent Shear area, Yellowknife City Gold Project

Nov 18, 2015 - Yellowknife, Northwest Territories -- TerraX Minerals Inc. (TSX-V: TXR; Frankfurt: TX0; OTC Pink: TRXXF) has received assay results from an initial six hole (953 m) drill program testing replacement style mineralization near surface in the Hebert-Brent Shear area on its Yellowknife City Gold Project ("YCG"), immediately north of Yellowknife in the Northwest Territories.

Link: http://www.terraxminerals.com/s/NewsReleases.asp?ReportID=730657#sthash.Q9sU6CVY.dpuf

Nov 18, 2015

TerraX drills 10.26 m @ 3.61 g/t Au at Hebert-Brent Shear area, Yellowknife City Gold Project

Yellowknife, Northwest Territories -- TerraX Minerals Inc. (TSX-V: TXR; Frankfurt: TX0; OTC Pink: TRXXF) has received assay results from an initial six hole (953 m) drill program testing replacement style mineralization near surface in the Hebert-Brent Shear area on its Yellowknife City Gold Project ("YCG"), immediately north of Yellowknife in the Northwest Territories. Assay results for 42 holes drilled at Crestaurum this summer are pending and will be released once received and interpreted.

- See more at: http://www.terraxminerals.com/s/NewsReleases.asp?ReportID=730657#sthash.cWxyI5AX.dpuf

10.36 m @ 3.61 g/t Au, including 2.95 m @ 5.01 g/t Au and 2.58 m @ 6.45 g/t Au in hole TNB15-024, and

6.70 m @ 2.70 g/t Au, including 2.00 m @ 8.77 g/t Au in hole TNB15-025.

- See more at: http://www.terraxminerals.com/s/NewsReleases.asp?ReportID=730657#sthash.cWxyI5AX.dpuf

10.36 m @ 3.61 g/t Au, including 2.95 m @ 5.01 g/t Au and 2.58 m @ 6.45 g/t Au in hole TNB15-024, and

6.70 m @ 2.70 g/t Au, including 2.00 m @ 8.77 g/t Au in hole TNB15-025.

- See more at: http://www.terraxminerals.com/s/NewsReleases.asp?ReportID=730657#sthash.cWxyI5AX.dpuf

10.36 m @ 3.61 g/t Au, including 2.95 m @ 5.01 g/t Au and 2.58 m @ 6.45 g/t Au in hole TNB15-024, and

6.70 m @ 2.70 g/t Au, including 2.00 m @ 8.77 g/t Au in hole TNB15-025.

- See more at: http://www.terraxminerals.com/s/NewsReleases.asp?ReportID=730657#sthash.cWxyI5AX.dpuf

Quelle: www.terraxminerals.com

Währenddessen kann die Aktie von TerraX Minerals in einem extrem schwierigen Marktumfeld eine beachtliche, relative Stärke wahren. Im Hinblick auf die durchschnittliche Entwicklung der "Peer Group" inkl. der Kursverläufe von sämtlichen Junior-Gold-Explorern ist die Outperformance umso beeindruckender.

Auf dem folgenden 12-Monatschart sehen sie z.B. die Performance von TerraX Minerals (schwarz) im Vergleich zur bekannten GDXJ-Benchmark (gelb).

Quelle: bigcharts.com

Quelle: www.terraxminerals.com

Quote #2:

TerraX Minerals: Weitere, attraktive Explorationsresultate auf dem Yellowknife City Goldprojekt in den Northwest Territories

Der solide kapitalisierte Goldexplorer TerraX Minerals (TXR.V) vermeldet heute neue, ansprechende Explorationsresultate von der jüngsten Gold-Discovery auf dem firmeneigenen Yellowknife City Gold-Projekt. In Kürze werden neue Bohrergebnisse erwartet. Der Aktienkurs konnte sich seit den Tiefständen im August schon deutlich erholen..

Link: http://rohstoffaktien.blogspot.de/2015/10/terrax-minerals-weitere-attraktive.html



Hier noch zwei Bilder vom letzten Site Visit, der im Oktober stattfand:

Quelle: TXR

Quelle: TXR

Kupfer: Prognose der Bilanz-Entwicklung zwischen Angebot und Nachfrage

Hierzu zwei Charts aus dem aktuellen Research-Report von Goldman Sachs, welche interessante Einblicke liefern:

Quelle: www.goldmansachs.com

Quelle: www.goldmansachs.com

Globale Vermögenspyramide: Top 8% kontrollieren 85% des Weltvermögens - Schere zwischen Arm und Reich vergrößert sich weiter

Das jüngste Update von Credit Suisse:

Quelle: Credit Suisse Global Wealth Databook 2015 - www.credit-suisse.com/global/de.html

Gold fällt auf neues 5-Jahrestief, Kupfer schließt auf frischem 6-Jahrestief

Eine weitere brutale Handelswoche für Rohstoffe nimmt ihren Lauf - der Abwärtsdruck hält an:

Quelle: zerohedge.com

Quelle: zerohedge.com

First Mining Finance setzt aggressive Akquisitionsstrategie fort, schließt Übernahme von Gold Canyon und PC Gold ab

First Mining Finance (V.FF) verkündet heute die erfolgreichen Übernahme-Transaktionen der Junior-Firmen Gold Canyon und PC Gold.

Chairman Keith Neumeyer, der zuletzt weitere bedeutende Aktien-Pakete am offenen Markt zugekauft hat, ist mit den Fortschritten während der letzten Monate zufrieden. Die "Mineral-Bank" wächst kontinuierlich weiter:

"With the completion of these two transactions, First Mining Finance has now closed three acquisitions in less than eight months of becoming publically traded. We plan to continue aggressively building our mineral bank by creating one of the largest portfolios of development and exploration projects in the Western Hemisphere. I am delighted to welcome shareholders of both Gold Canyon and PC Gold to our exciting and rapidly growing company."

Link: http://www.firstminingfinance.com/news-room/first-mining-completes-acquisitions-of-gold-canyon-and-pc-gold

Quelle: stockcharts.com

Quote:

First Mining Finance erhält Aktionärszustimmung für Übernahmen von Gold Canyon und PC Gold, Chairman Keith Neumeyer setzt bedeutende Aktienkäufe am Markt fort

First Mining Finance (V.FF) erhält Anfang dieser Woche eine überzeugende Zustimmung der Aktionäre für die Übernahmen der kanadischen Juniorgesellschaften Gold Canyon Resources und PC Gold..

Link: http://rohstoffaktien.blogspot.de/2015/11/first-mining-finance-erhalt.html

Quelle: www.firstminingfinance.com

Silber: Längste Verlustserie in den letzten 65 Jahren

Charts, die Bände sprechen:

Quelle: stockcharts.com

Quelle: stockcharts.com

Quote:

Silver Is Near 2-Month Low After Longest Losing Run in 65 Years

November 17, 2015 — 1:19 AM CETUpdated on November 17, 2015 — 11:41 AM CET

Silver traded near a two-month low after capping the longest run of losses on record as its appeal as a precious and industrial metal declined. Gold slipped for a sixth day..

Link: http://www.bloomberg.com/news/articles/2015-11-17/gold-holds-drop-as-investors-shift-focus-back-to-fed-from-paris

Globale Wirtschaft, börsennotierte Unternehmen: Peak CAPEX?

Es sieht so aus, als ob wir bei den börsennotierten Unternehmen einen (temporären?) Hochstand der Investitionsausgaben sehen. Der Blick auf den spannenden CAPEX-Chart nach den wichtigsten Industrie-Gruppen:

Quelle: reuters.com

Warren Buffett sieht antizyklische Chancen in der Ölsand-Branche, Berkshire Hathaway erhöht Anteil an der kanadischen Suncor Energy

Sehr interessante News:

Warren Buffett keeps the faith in oilsands as Berkshire Hathaway Inc raises stake in Suncor Energy Inc

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Yadullah Hussain | November 16, 2015 11:53 AM ET
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Nati Harnik/AP Photo fileWarren Buffett has kept the faith in the oilsands at a time when investor sentiment towards the sector has soured.

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One of the world’s savviest investors has kept the faith in the oilsands at a time when investor sentiment towards the sector has soured..

Link: http://business.financialpost.com/news/energy/warren-buffett-keeps-the-faith-in-oilsands-as-berkshire-hathaway-inc-raises-stake-in-suncor-energy-inc

Rio Tinto's CEO Sam Walsh appelliert auf die langfristigen Trends am Rohstoffmarkt zu achten

Informativer Beitrag - credit to Mineweb:

World’s second-biggest miner unfazed by China pessimists

‘People should stop looking at what’s happening on a daily basis and focus on the overarching trends,’ Rio Tinto CEO says..

Link: http://www.mineweb.com/news/companies/worlds-second-biggest-miner-unfazed-by-china-pessimists/

Quelle: stockcharts.com

Seltene Erden vor dem Comeback? China Rare Earth Industry stellt bedeutende Nachfragesteigerungen in Aussicht

Junior Medallion Resources will von der prognostizierten, ansteigenden Nachfrage bei den Seltenen Erden in den nächsten Jahren profitieren und hat sich mit in einer interessanten Nischensparte positioniert.

Vor kurzer Zeit hat die Firma neue, hochgradige Proben von Seltenen Erden Konzentraten potentiellen Industrie-Abnehmern zur Verfügung gestellt (NR). Mehr zur Firmen-Strategie hier.

Weitere Hintergrundinformationen finden Sie außerdem in der aktuellen Unternehmenspräsentation vor.

Hierzu auch ein Bericht auf BNN:

Rare earth demand to increase 50% by 2020

A dredge separates heavy and light sand as it works to produce titanium and zircon. Rare-earth minerals are often a by-product of such operations.

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Medallion develops a fast-track approach

According to Chen Zhanheng, vice-secretary general of the Association of China Rare Earth Industry, Chinese rare earth demand will increase 50% in the next five years, putting pressure on China to eliminate production quotas..

Link: http://www.bnn.ca/Sponsored-News/2015/10/22/Rare-earth-demand-to-increase-50-by-2020.aspx

Quelle: stockcharts.com

Öl: Exportpreis der OPEC fällt auf den tiefsten Stand seit 2009, Preiskampf im Energiemarkt hält ungebrochen an

Der heiße Kampf im spannenden Energiemarkt geht in die nächste Runde. Die Exportpreise der mächtigen OPEC befinden sich weiter im freien Fall. Die Marke von 40 USD pro Barrel Öl wurde jetzt nach 6 Jahren zum ersten Mal wieder nach unten durchbrochen - credit:

Die OPEC sitzt zwar noch am längeren Hebel. Doch wie lange kann bzw. will sie so durchhalten? Die Staatsdefizite vieler OPEC-Nationen sind bereits massiv angestiegen.

Und wie wird es die amerikanische Frackingbranche nun treffen, wenn der Preisverfall nicht stoppt? Fakt ist und bleibt: Mit jedem weiteren Preisrückgang stehen viele Produzenten einen Schritt näher am Abgrund..

Quelle: zerohedge.com

Großaktionär Electrum ernennt kompetentes Mitglied: Kaminak Gold verstärkt den Unternehmensvorstand

Der solide kapitalisierte Developer Kaminak Gold (V.KAM) nimmt einen weiteren Branchen-Veteran in das Bord of Directors (BoD) auf:

Kaminak Appoints Richard Williams to the Board of Directors

VANCOUVER, BRITISH COLUMBIA--(Marketwired - Nov. 16, 2015) - Kaminak Gold Corporation (TSX VENTURE:KAM) today announced that pursuant to the terms of the financing announced on September 28th, 2015, Kaminak shareholder, Electrum Strategic Opportunities Fund L.P. ("Electrum") has elected to exercise their right to nominate one person to the Company's board of directors, and in doing so, the Kaminak board has approved and appointed Richard Williams to the board of directors effective immediately.

Mr. Williams brings a wealth of global mining experience gained over his 30+ year career in the mining industry and currently serves as the Vice-President, Engineering and Development of NOVAGOLD RESOURCES INC., where he is responsible for all aspects related to the engineering and technical advancement of the Company's flagship Donlin Gold Project in Alaska and Galore Creek Project in British Columbia. Prior to joining NOVAGOLD, Mr. Williams held numerous positions with Barrick Gold Corporation beginning in the late 80's and was most recently Barrick's Project Director, Pueblo Viejo Project, Dominican Republic. Mr. Williams has a Bachelor of Science (Chemical Engineering) from Trinity University, San Antonio Texas and is a member of AIME, SME and CIM. He is also the co-inventor of three US patents associated with Pressure Oxidation technology.

Eira Thomas, Kaminak President & CEO, commented, "We are delighted to be welcoming Richard Williams to the Kaminak Board of Directors. Richard brings 30+ years of mining experience to our Board, having played key technical and corporate executive roles with Barrick on numerous, large scale mining projects at various stages of development around the world. Moreover, in his current capacity as Vice-President of NOVAGOLD, he brings a wealth of northern project development experience that is relevant to Kaminak as we work to complete the feasibility study and transition towards development at our flagship, Coffee Gold project in Yukon, Canada."

Link: http://www.marketwired.com/press-release/kaminak-appoints-richard-williams-to-the-board-of-directors-tsx-venture-kam-2073901.htm

Quelle: stockcharts.com

Gold- und Silberproduzent Tahoe Resources legt starke Quartalsergebnisse vor, Kurs reagiert mit einem Feuerwerk

Tahoe Resources (TAHO) verkündet letzte Woche beachtliche Finanzergebnisse für das abgelaufene Quartal. Schön zu sehen, dass die starken Ergebnisse auch in diesem miserablen Marktumfeld Anklang finden. Die Kursreaktion am Freitag kann sich sehen lassen! Die Q3-Highlights:

Highlights for the third quarter of 2015 include (all amounts in U.S. dollars unless otherwise stated):

• Silver production from Escobal was 5.8 million ounces (moz) in concentrate for the quarter, and 14.9 moz for year to date 2015.
• Gold production from La Arena was 57,415 ounces in doré for the quarter and 117,697 ounces from April 1 to date.
• Total revenue of $145.7 million generated from metal sales at total operating costs of $105.6 million resulted in mine operating earnings of $40.1 million.
• Net earnings for the quarter amounted to $13.3 million or $0.06 per share.
• Operating cash flow before changes in working capital was $53.0 million or $0.23 per share.
• Sales consisted of 5.5 moz of silver, 59,814 ounces of gold, 2,557 tonnes of lead and 2,753 tonnes of zinc.
• Total cash costs net of byproduct credits were $6.75 per silver ounce produced and $548 per gold ounce produced.
• All-in sustaining costs (AISC) net of byproduct credits were $9.72 per silver ounce produced and $729 per gold ounce produced.
• $13.6 million was returned to shareholders through monthly dividends during the quarter, and a total of $36.1 million year to date.
• Cash and cash equivalents at quarter-end were $110.6 million.
• The Company reconfirms its production guidance for the year released April 13, 2015.

Link: http://www.tahoeresources.com/tahoe-resources-reports-strong-third-quarter/

Aktuelle Firmen-Präsentation.

Quelle: stockcharts.com

China: Der große Profiteur der globalen Ölkrise

China bleibt beim schwarzen Gold im Kaufrausch:

Quelle: zerohedge.com

CHAT.CEO.CA - Global Investor Chat: "The investment conference in your pocket”

Come and join the community!

The “investment conference in your pocket” comes alive with sharp insights and opinions

CEO Chat lived up to its slogan – “the investment conference in your pocket” – last night as newsletter writers Brent Cook, Eric Coffin and Gwen Preston shared their thoughts on junior mining projects and companies that are in the news. Geologist Rob McLeod and engineer Tim Oliver also weighed in..

Link: http://ceo.ca/2015/11/13/the-investment-conference-in-your-pocket-comes-alive-with-sharp-insights-and-opinions/

App Download: https://play.google.com/store/apps/details?id=ca.ceo.chat.ceoca

Hoher Schuldenberg erfolgreich reduziert: Barrick Gold schlägt selbsternanntes Schuldenziel

Der weltgrößte und schwer verschuldete Goldproduzent Barrick Gold (ABX) hat bei der anvisierten Schuldenreduzierung in den letzten 12 Monate solide Fortschritte gemacht.

Barrick Gold beats debt-busting target

The top gold miner makes it past $3bn mark this year.

Link: http://www.mineweb.com/regions/usa/barrick-gold-beats-debt-busting-target/

Quelle: stockcharts.com