Freitag, 22. Juli 2016



England: Stärkster Rückgang der Wirtschaftsleistung seit 2009

Insbesondere im wichtigen Service-Sektor ist der Rückgang für die englische Wirtschaft ein großes Warnsignal..

Quelle: Markit


Excelsior Mining ernennt ehemaligen Freeport-Manager als Projekt-Manager für Gunnison in Arizona

Kupfer-Projektentwickler Excelsior Mining (V.MIN) verstärkt das erstklassige Management-Team mit einer weiteren Branchengröße:

Excelsior Hires Project Manager for Gunnison Copper Project

July 21, 2016 

Excelsior Mining Corp. (TSX-V: MIN) (FSE: 3XS) (OTCQX: EXMGF) ("Excelsior" or the “Company”) is pleased to announce the immediate appointment of Robert Washnock to the position of Project Manager for the Gunnison Copper Project in Arizona. Mr. Washnock will work with Excelsior’s management team to help plan and organize all aspects of the Gunnison Copper Project, including mine design, procurement, construction, start-up and commissioning; he will also assist management with the care and maintenance operations at the Johnson Camp Mine (JCM). He has direct experience with in-situ copper recovery mining, and his hiring comes as Excelsior prepares for the anticipated commencement of commercial production in 2018.

Mr. Washnock brings a wealth of copper mining experience specific to all aspects of mine production management. He has extensive expertise in the areas of solvent extraction electrowinning (SX-EW) plant operations, electrorefining, electro-metallurgy/chemistry, copper leach kinetics and environmental regulatory compliance. The vast majority of his 40-year career has centered on SX-EW copper recovery projects in Arizona.

Mr. Washnock has held managerial positions with Freeport McMoRan Mining Company since 2008. Most recently, he was the Manager of Leach Optimization at the Safford Technology Center, with primary emphasis on the Safford Mine and Morenci Mine leach operations. From 2009 to 2012, he was the Manager of the Hydrometallurgical Division at Freeport McMoRan’s Bagdad SX-EW facilities, where he was responsible for the production of high-grade copper cathode. From 2008-2009 he was responsible for high-grade cathode production at Freeport McMoRan’s Tyrone Operations. As General Manager for the Lisbon Valley Mining Company, from 2004-2008, he successfully developed, designed, constructed and started-up a greenfields SX-EW copper operation. From 1996 to 2004 he was the SX-EW Operations Manager for the Silver Bell Solvent Extraction Electrowinning Project.

From 1991 to 1994 he was the Manager of Leaching & SX-EW Operations for Magma Copper Company’s Pinto Valley Mining Division. In this role he was responsible for the production of high-grade cathode, including copper recovery from in-situ leaching operations.

Commenting on this news, Stephen Twyerould, President and CEO, said, “We are very pleased to add a mining executive of Robert Washnock’s calibre to our team. Our project is certain to benefit from his extensive skillset including his previous experience with in-situ copper mining. His appointment demonstrates the ability of the Gunnison Copper Project to attract industry leaders to what we believe will be the next copper mine built in the United States.” 

Eisenerz: Lagerbestände in China ziehen wieder an

Die chinesischen Eisenerz-Importe von Australien markierten zuletzt ein neues Allzeithoch. Dies führt auch dazu, dass die Lagerbestände im Reich der Mitte wieder signifikant anziehen.. 

Donnerstag, 21. Juli 2016

Goldmarkt: Rekordhohe Investment-Zuflüsse halten an

Seit Jahresanfang strömen wieder signifikante Kapital-Summen in den Goldmarkt . Nach dem BrExit stiegen die wöchentlichen Investment-Zuflüsse sogar auf ein Rekordhoch..

Quelle: Bloomberg Saxo Bank

Quelle:  BofAML Global Investment Strategy

Dienstag, 19. Juli 2016

Zukünftiger Goldproduzent K92 Mining explodiert auf neues Jahreshoch

Aufgrund von einem sehr starken Investoren-Interesse hat K92 Mining (V.KNT) zuletzt die laufende Finanzierungsrunde von 5 Mio. CAD auf 12,5 Mio. CAD erhöht.

Da K92 für den Re-Start der Goldminen-Produktion bereits ausreichend finanziert ist, kann die Firma das frische Kapital für die weitere Projekt-Entwicklung und die Exploration einsetzen.

In den letzten Tagen bricht die K92 Mining Aktie erfolgreich aus und erreicht heute einen neuen Jahreshochstand. Das ansehnliche Volumen spiegelt das große Marktinteresse treffend wider..


Aufstrebender Goldproduzent K92 Mining sichert sich konstruktive Finanzierung

Der angehende Goldproduzent in PNG, K92 Mining (V.KNT), nutzt die starke Performance nach dem IPO für eine weitere Kapitalmaßnahme..

Quote #2:

Angehender Gold-Produzent in PNG: K92 Mining visiert Fertigstellung des Minenzugangs auf Kainantu im Juni an

Mit einem renommierten Management-Team, starken Aktionären, vollen Kassen und großen Ambitionen visiert die Junior-Firma K92 Mining (TSX-V:KNT) die Goldproduktion auf dem hoch-gradigen Irumafimpa-Vorkommen (Kainantu-Goldprojekt) in Papua-Neuguinea (PNG) an..

Rio Tinto steigert Eisenerz-, Bauxit- und Aluminium-Produktion, bestätigt Förderziele für 2016

Minengigant Rio Tinto (RIO) verfehlt im 2. Quartal 2016 leicht die Produktionserwartungen der Analysten in der wichtigen Eisenerzsparte. Im Hinblick auf das gesamte Fördervolumen des Konzerns steht jedoch kein unbedeutendes Wachstum zu Buche. Weiter bestätigt Rio Tinto die Produktionsziele für 2016 und unterstreicht den Fokus auf die Maximierung des freien Cashflows und der Profitabilität:


Rio Tinto FY iron ore guidance unchanged

Rio Tinto has maintained its 2016 guidance for iron ore shipments at 350 million tonnes after lifting June quarter volumes by six per cent from a year ago, helped by expanded infrastructure and unwinding of stocks in Western Australia.

The world's second largest iron ore producer said it shipped 82.2 million tonnes from its main Pilbara operations in the three months ending June 30, taking total first half shipments to 158.9 million tonnes.

Quarterly production of the steelmaking ingredient was up eight per cent to 80.9 million tonnes, giving it 160.8 million tonnes of output in the first half of the year.

"We continue to focus on value and maximising cash flow from our assets, through both commercial and operational excellence while maintaining capital discipline," newly-appointed chief executive Jean Sebastien Jacques said.

While the quarterly numbers are an improvement over last year, they are nearly similar to the first quarter, which had been marred by weather disruptions. That means the miner will have to significantly lift production in the remaining two quarters to meet its full year guidance.

Rio expects to ship 330 million tonnes this year from its operations in Western Australia, and another 20 million tonnes from its Canadian facilities. It had trimmed its 2017 guidance of 350 million by up to 20 million tonnes in April because of delays in the AutoHaul driverless trains project in the Pilbara.

Iron ore, the company's key export, is currently trading around $US56 a tonne, but has still lost more than two thirds from its peak value.

Thermal coal production in the quarter was up six per cent to 4.3 million tonne
s, while hard coking coal production was down 14 per cent to 1.80 million tonnes.

Bauxite production jumped 13 per cent from a year ago to 12.07 million tonnes, while aluminium production rose 11 per cent to 911,000 tonnes.

The company has maintained its annual guidance for coal, bauxite, aluminium and copper production..

Big Picture: Entwicklung der globalen Öl-Produktion

Eindrucksvoller Chart, der die großen Machtverschiebungen am einflussreichen Ölmarkt aufzeigt..

Quelle: EIA, Twitter Steam,, OPEC

Montag, 18. Juli 2016

Samsung visiert Investition in chinesischen Elektroauto-Hersteller an

Smartphone-Gigant Samsung steht einigen Gerüchten zufolge vor einer signifikanten Investition in den größten Elektroauto-Hersteller der Welt. Hierzu ein aktueller Bericht von

Samsung rumoured to invest half-a-billion in Chinese electric car company

Tesla 3. (Image source: Wikimedia Commons)

Samsung Electronics (KRX:005930) is looking to take the plunge into electric vehicle (EV) technology with a sizable investment into BYD Co., (HKG:1211) the world's largest electric car manufacturer.
The division of Samsung, one of the most important "chaebols", or conglomerates in South Korea, said investing in BYD, backed by Warren Buffett’s Berkshire Hathaway Inc., (NYSE:BRK.A), is expected to bolster the South Korean company's semiconductor business for cars. Samsung Electronics is the largest maker of cellular phones and memory chips in the world.

Talks between the two companies have apparently been underway the last few days. Korea Economic Daily reported on Friday that Samsung Electronics is about to pull the trigger on a 3-billion yuan (US$450 million) investment in Shenzhen-based BYD for a 4% share of the company. However Samsung denies that report, saying that talks are still ongoing. BYD says the investment would most likely come in the form of a private placement.“It puts Samsung into the electric-vehicle subsystem supply chain for a key Chinese electric vehicle and battery manufacturer"

According to Bloomberg the likely deal came about "…after [Samsung's] affiliate was among foreign battery makers left off a list of suppliers approved by China, where sales of electric vehicles are surging and the government has sped up construction of charging points. The talks with BYD also add to the global trend of technology companies and automakers collaborating as car buyers increasingly demand more advanced powertrains and features that improve connectivity and safety." Example of notable partnerships include the contributions of Korean battery manufacturer LG to the Chevy Bolt, and Panasonic's $1.6 billion investment in luxury EV car maker Tesla's $5-billion lithium-ion battery Gigafactory in Nevada..


USA, Energiemarkt: Aktive Öl- und Gas-Bohrgeräte mit dem stärksten Anstieg seit 2011

Nach der signifikanten Ölpreis-Rally seit den Tiefständen im Februar, ziehen die US Oil Rigs ebenfalls wieder kräftig an..


Hausse im ETF-Markt geht weiter, Investmentfonds verlieren auf breiter Front

Die kumulierten Zuflüsse in den globalen ETF-Markt erreichen in 2016 ein neues Allzeithoch. Parallel halten die Abflüsse aus den klassischen Investmentfonds an..

Quelle: BofA, Merrill Lynch

USA, Volatilitätsindex VIX: Größter 3-Wocheneinbruch aller Zeiten

Die jüngste Verlust-Serie beim vielbeachteten VIX-Index nimmt historische Ausmaße an:

USA, Zinsmarkt: Anleihe-Renditen markieren neues Rekordtief

Der epische Fall des globalen Zinsniveaus geht in die nächste Runde. Letzte Woche fielen die 10-jährigen US-Staatsanleihen in der Leit-Finanznation auf ein neues Rekordtief. Der Ultra-Langfristchart spricht Bände..

Quelle: WSJ

Big Picture, Performance-Vergleich: S&P 500 Aktien-Index vs. langfristige US-Anleihen in den letzten 15 Jahren

Das Rendite-Ergebnis dürfte viele Marktteilnehmer erstaunen. Wie immer am Kapitalmarkt kommt es eben auch auf die Perspektive und das Timing an..

Bauholz-Future: Bullenmarkt vor nächster Belastungsprobe

Seit den Tiefständen im Herbst 2015 ging es mit den Lumber Futures um über 50% nach oben. Nach der starken Rally rücken nun einige Widerstandsbereiche in den Fokus..

Sonntag, 17. Juli 2016

Nach Militärputsch in der Türkei: Größter Lira-Einbruch seit 2008

Nach den spektakulären Entwicklungen am Freitagabend brach die türkische Lira um über 4,7% gegenüber dem US-Dollar ein - eine der größten Tagesverluste aller Zeiten..


Pokémon GO: Globaler Mega-Hype hält an

Hierzu drei eindrucksvolle Charts, welche die durchschnittliche Gebrauchszeit und das aktuelle Benutzeraufkommen von Pokémon GO in Perspektive setzen:


Quelle: SurveyMonkeys

Quelle: SensorTower

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Werfen Sie einen Blick in den informativen Wochen-Rückblick:

The Weekly Dig
Mick Carew, PhD,
Haywood Mining Team

Gold Price Falls as both the Banks of England and Canada Held Rates Steady

§  Equity markets in the U.S. and Canada rose further this week, despite continued sluggish economic growth. Both the Dow Jones Industrial Average and S&P 500 Index extended all-time highs on Thursday, prompting several money managers in the U.S. to issue caution that the rally could be short-lived, with suggestions that the global economy would continue to remain sluggish while concerns over the ramifications of the Brexit vote continued. While equity markets rallied, the price of gold fell during the week, falling as low as $1,320 on Thursday during intra-day trading. On Friday, a truck filled with weapons ploughed into a large crowd of spectators celebrating Bastille Day in Nice, France, only eight months after the Paris attacks in November. The latest death toll at the time of publication was 84; however, despite the tragedy, markets remained relatively steady, with the S&P/TSX Composite index finishing 3.8% higher for the week. Following the attack, gold fell further before finishing at $1,329 per ounce on Friday. The lower gold price coincided with the Bank of England’s surprising decision to keep its key interest rate at 0.5%, while the Bank of Canada also kept its interest rate on hold. Meanwhile, silver (↓0.9%) and platinum (↓0.8%) were also down, finishing at $20.10 and $1,089 per ounce respectively. Base metals rallied during the week, with copper leading the way, gaining 4.1% to finish at $2.22 per pound, while nickel (↑3.9%), lead (↑3.04%) and zinc (↑2.82%) each finished at $4.64, $0.85 and $1.00 per pound respectively. WTI prices rose after last week’s heavy losses, up 1.2% for the week. Finally, the UxC Weekly Spot Price of uranium fell 5% during the week, as the Broker average price closed at $25.13 per pound on Friday.

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