Quelle: Deutsche Banj, FRB, BEA
Samstag, 10. September 2016
Big Picture, Schuldenkrise: Unternehmensverschuldung in Relation zum BIP auf Rezessionsniveau
Spannender und brisanter Chart aus einem aktuellen Research-Bericht der Deutschen Bank:
Big Picture: M&A-Deals im Goldminen-Sektor (2012-2016)
Im Gesamtjahr 2015 belief sich der Wert aller Deals (M&A) bei den Goldminen auf knapp 21 Mrd. USD. Das war der höchste Wert in den letzten 5 Jahren. Es sieht bis dato nicht so aus, als ob dieses Jahr ein neues Verlaufshoch markiert wird. Hierzu eine informative Übersicht:
Quelle: bloomberg.com
Eisenerz: Entwicklung der chinesischen Produktion und Importe
Da die Eisenerz-Produktion im Reich der Mitte seit einigen Quartalen zurückfällt, ziehen die Eisenerz-Importe weiter an. China versucht wie in der Stahlbranche die massiven, verlustbringenden Überkapazitäten abzubauen..
Quelle: Bloomberg
Freitag, 9. September 2016
Junior-Mining: Brent Cook und Joe Mazumdar über das Ressourcen-Desaster bei Orezone Gold
Empfohlener Bericht auf Exploration Insights:
A reality-based methodology for evaluating opportunities in the junior mining sector | August 9, 2016
Exploration Insights by Brent Cook and Joe Mazumdar
www.explorationinsights.com - September 9, 2016
On August 22, Orezone Gold (ORE.V) announced that, as a result of a resource review and update, approximately 30% of the previously estimated oxide gold resource was eliminated from its Bomboré mine plan in Burkina Faso. As a consequence, Orezone’s share price and market capitalization declined by about half..
Link: https://www.explorationinsights.com/pebble.asp?relid=167284
Quote:
Orezone Gold nach drastischer Ressourcen-Korrektur im freien Fall
Der Goldprojektentwickler Orezone Gold (V.ORE) vermeldet diese Woche eine wahre Hiobsbotschaft. Die Gold-Ressource auf dem Hauptprojekt Bomboré in Burkina Faso muss drastisch verringert werden, was ebenfalls die kompletten Ergebnisse der Machbarkeitsstudie in Frage stellt..
A reality-based methodology for evaluating opportunities in the junior mining sector | August 9, 2016
Exploration Insights by Brent Cook and Joe Mazumdar
www.explorationinsights.com - September 9, 2016
On August 22, Orezone Gold (ORE.V) announced that, as a result of a resource review and update, approximately 30% of the previously estimated oxide gold resource was eliminated from its Bomboré mine plan in Burkina Faso. As a consequence, Orezone’s share price and market capitalization declined by about half..
Quelle: stockcharts.com
Quote:
Orezone Gold nach drastischer Ressourcen-Korrektur im freien Fall
Der Goldprojektentwickler Orezone Gold (V.ORE) vermeldet diese Woche eine wahre Hiobsbotschaft. Die Gold-Ressource auf dem Hauptprojekt Bomboré in Burkina Faso muss drastisch verringert werden, was ebenfalls die kompletten Ergebnisse der Machbarkeitsstudie in Frage stellt..
Außenhandel: Deutsche Exporte brechen signifikant ein
Auf Jahressicht (YoY%) ergibt sich sogar ein Export-Rückgang war ca. 10% - das ist der stärkste Rückgang seit 2009 (!):
Quelle: bloomberg.com
Goldminen vs. Gold: HUI/Gold Ratio verteidigt Aufwärtstrend
Nach der erheblichen, aber absolut gesunden Korrektur im August, gewinnt auch das wichtige HUI/Gold Ratio wieder an Stärke. Zuletzt drehte der Kurs bei der 200-Tageslinie und auf Wochensicht (KW35) steht charttechnisch ein "Hammer" zu Buche, was positiv zu werten ist..
Quelle: stockcharts.com
Quelle: stockcharts.com
Quelle: stockcharts.com
China: Totale Verschuldung in Relation zum BIP steigt auf neues Rekordhoch
Hierzu ein spektakulärer Chart:
Quelle: PBOC, BIS, IMF
Advantage Lithium gibt Finanzierung für Lithium-Exploration in Nevada bekannt
Hinter der neuen Story von Advantage Lithium (V.AAL) steckt das Führungs- und Gründungsteam von Fission Uranium (T.FCU). Advantage gibt diese Woche eine weitere Finanzierung über 5 Mio. CAD bekannt. Das frische Kapital soll in die Lithium-Exploration auf den Nevada-Projekten investiert werden soll. Darüber hinaus visiert Advantage möglicherweise weitere Akquisitionen an..
Advantage Lithium arranges $5.04-million financing
2016-09-06 10:31 ET - News Release - Mr. David Sidoo reports
ADVANTAGE LITHIUM ANNOUNCES NON-BROKERED FINANCING TO RAISE $5,040,000
Advantage Lithium Corp. will undertake a non-brokered private-placement financing of up to 8.4 million units at a price of 60 cents per unit to raise gross proceeds of up to $5.04-million. Each unit comprises one common share and one-half of one share purchase warrant, with each whole warrant entitling the holder to purchase an additional common share for a term of two years from the closing date at a price of 75 cents per share. Finders' fees will be payable on a portion of the private placement. All securities issued will be subject to a four-month hold period from the date of closing.
David Sidoo, president, said: "The company continues to make strong and rapid progress, most recently closing the agreement on the lithium brine projects in Nevada and announcing a drill program at Clayton Valley Northeast, immediately adjacent to Albemarle. We have a clear goal to build shareholder value through strategic acquisitions and the drill bit, and this financing will provide us with the additional working capital required to aggressively pursue our objectives."
Link: http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aAAL-2404969&symbol=AAL®ion=C
Die neue Firmen-Präsentation können Sie hier einsehen: http://advantagelithium.com/investors/
Hierzu auch ein aktuelles Video - credit to SRC:
Advantage Lithium arranges $5.04-million financing
2016-09-06 10:31 ET - News Release - Mr. David Sidoo reports
ADVANTAGE LITHIUM ANNOUNCES NON-BROKERED FINANCING TO RAISE $5,040,000
Advantage Lithium Corp. will undertake a non-brokered private-placement financing of up to 8.4 million units at a price of 60 cents per unit to raise gross proceeds of up to $5.04-million. Each unit comprises one common share and one-half of one share purchase warrant, with each whole warrant entitling the holder to purchase an additional common share for a term of two years from the closing date at a price of 75 cents per share. Finders' fees will be payable on a portion of the private placement. All securities issued will be subject to a four-month hold period from the date of closing.
David Sidoo, president, said: "The company continues to make strong and rapid progress, most recently closing the agreement on the lithium brine projects in Nevada and announcing a drill program at Clayton Valley Northeast, immediately adjacent to Albemarle. We have a clear goal to build shareholder value through strategic acquisitions and the drill bit, and this financing will provide us with the additional working capital required to aggressively pursue our objectives."
Link: http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aAAL-2404969&symbol=AAL®ion=C
Die neue Firmen-Präsentation können Sie hier einsehen: http://advantagelithium.com/investors/
Hierzu auch ein aktuelles Video - credit to SRC:
Quelle: advantagelithium.com/projects
Quelle: bigcharts.com
Donnerstag, 8. September 2016
Gold, Big Picture: Schutz vor Euro- und Bankenkrise
Während europäische Bankaktien schon eine lange Zeit eher eine Rolle als Kapitalvernichter spielen, hat sich der Goldpreis in Euro im Langfrist-Chart sehr solide entwickelt. Daran ändert auch die relativ schwache Performance von Anfang 2013 bis Ende 2014 nichts. Im Gesamtbild wurde Gold seiner Rolle als Krisenschutz mehr als gerecht..
USA, Energiebranche: Öl-Lagerbestände mit dem größten Rückgang seit 1999
Die amerikanischen Öl-Lagerbestände fallen nach den neusten EIA-Daten massiv zurück. Es ist sogar der größte Rückgang der Lagerbestände in den letzten 17 Jahren. Diese Entwicklung, welche den Ölpreis natürlich sofort befeuert, ist insbesondere auf den signifikanten Einbruch der amerikanischen Öl-Importe zurückzuführen..
Quelle: zerohedge.com
Quelle: zerohedge.com
Arizona Mining erzielt auf Taylor bestes Bohrergebnis in der Firmenhistorie
Top-Performer Arizona Mining (T.AZ) bleibt an der Explorationsfront extrem erfolgreich. Die neue Discovery spricht wahrlich Bände und vergrößert insbesondere das Potential von ökonomischen Zink-Ressourcen ganz erheblich:
Arizona Mining Reports Best Hole To Date At Taylor Deposit HDS-361 Intersects 8 Mineralized Intervals Including 105 Feet Grading 13.65% Zinc, 10.33% Lead And 3.36 Opt Silver And 73 Feet Grading 15.20% Zinc, 11.20% Lead And 3.89 Opt Silver Within A Larger Interval Of 504.5 Feet Grading 6.51% Zinc, 4.88% Lead And 1.72 Opt Silver
September 8th, 2016
Vancouver, B.C., September 8, 2016 – Arizona Mining Inc. (TSX: AZ) (“Arizona Mining” or the “Company”) is pleased to announce the results of HDS-361 from its current program targeting the expansion of the Taylor Zn-Pb-Ag sulfide deposit located on its 100% owned Hermosa Project in Santa Cruz County, Arizona. HDS-361 and the other recently completed drill holes continue to expand the maiden resource announced on February 1, 2016 of 39.4 million inferred tonnes grading 11% zinc equivalent.
HDS-361 is located on the southwest boundary of the Alta Patented Claim (see map below). The drill hole encountered eight (8) separate and distinct mineralized intervals including a 504.5 foot interval which assayed 6.51% zinc, 4.88% lead, 0.12% copper and 1.72 ounces per ton (“opt”) silver. Included within this 504.5 foot thick interval were two higher grade intervals including a 105 foot thick zone which assayed 13.65% zinc, 10.33% lead, 0.30% copper and 3.36 opt silver and a second 73 foot thick zone which assayed 15.20% zinc, 11.20% lead, 0.25% copper and 3.89 opt silver..
Arizona Mining COO Don Taylor commented, “HDS-361 is one of those drill holes that only comes around once or twice in a career. As good as the results were for HDS-334, HDS-361 is better and will not only add continuity to the deposit but will also raise the overall grade..."
Arizona Mining Reports Best Hole To Date At Taylor Deposit HDS-361 Intersects 8 Mineralized Intervals Including 105 Feet Grading 13.65% Zinc, 10.33% Lead And 3.36 Opt Silver And 73 Feet Grading 15.20% Zinc, 11.20% Lead And 3.89 Opt Silver Within A Larger Interval Of 504.5 Feet Grading 6.51% Zinc, 4.88% Lead And 1.72 Opt Silver
September 8th, 2016
Vancouver, B.C., September 8, 2016 – Arizona Mining Inc. (TSX: AZ) (“Arizona Mining” or the “Company”) is pleased to announce the results of HDS-361 from its current program targeting the expansion of the Taylor Zn-Pb-Ag sulfide deposit located on its 100% owned Hermosa Project in Santa Cruz County, Arizona. HDS-361 and the other recently completed drill holes continue to expand the maiden resource announced on February 1, 2016 of 39.4 million inferred tonnes grading 11% zinc equivalent.
HDS-361 is located on the southwest boundary of the Alta Patented Claim (see map below). The drill hole encountered eight (8) separate and distinct mineralized intervals including a 504.5 foot interval which assayed 6.51% zinc, 4.88% lead, 0.12% copper and 1.72 ounces per ton (“opt”) silver. Included within this 504.5 foot thick interval were two higher grade intervals including a 105 foot thick zone which assayed 13.65% zinc, 10.33% lead, 0.30% copper and 3.36 opt silver and a second 73 foot thick zone which assayed 15.20% zinc, 11.20% lead, 0.25% copper and 3.89 opt silver..
..
Big Picture: Bilanzsummen der wichtigsten Notenbanken steigen auf neues Rekordhoch
Die gigantische Aufblähung der Bilanzsummen der Notenbanken geht in die nächste Runde. Die aggregierte Summe der Bilanzen nähert sich bereits der Marke von unfassbaren 20 Billionen US-Dollar bzw. 40% des GDPs der involvierten Nationen..
Quelle: Citi Research, Haver
Mittwoch, 7. September 2016
Sonntag, 4. September 2016
Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood
Werfen Sie einen Blick in den informativen Wochen-Report von Haywood.
The Weekly Dig
Haywood Mining Team
Lower than Expected U.S. Jobs Data Spurs Late-Week Gold Rally
§ The price of gold and gold-related equities continued to fall early in the week, with the yellow metal falling towards the $1,300 level as the possibility of an earlier-than-expected rate hike in 2016 appeared more likely. This speculation was supported by positive macroeconomic data earlier in the week, with jobs data in particular suggesting employment in the U.S. continued to be robust. The gold price fell as low as 1,305 per ounce during intra-day trading on Wednesday as investors exited the gold space. However, after a rally on Thursday which saw some of these losses recouped, non-farm payroll data for August came in lower than expected; rising by 151,000 jobs last month after an upwardly revised 275,000 increase in July. This was well short if the 180,000 new jobs predicted by economists. August traditionally has been a difficult month for jobs numbers, and 2016 proved no exception, likely putting the Federal Reserve on hold for a rate hike anytime soon. Gold finished at $1,328 on Friday, while silver was up (4%) after an early week fall, finishing at 19.52 per ounce. Platinum (↓1%) and palladium (↓1.4%) were both lower, finishing at $1,064 and $680 per ounce respectively. Base metals were up this week, with copper (0.3%), nickel (2.5%), lead (3.6%) and zinc (2.05%) each finishing at $2.09, $4.54, $0.88 and $1.07 per pound respectively. The price of WTI crude fell heavily early in the week before regaining some of those losses on Friday to finish at $44.20 per barrel.
This report may be distributed in the following states: nil. Otherwise, this report may only be distributed into those states with an institutional buyer state securities registration exemption.
Quelle: stockcharts.com
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