Große Goldproduzenten fokussieren sich auf aktive Minenbezirke und Junior-Firmen

Hierzu ein aktueller Bericht von Reuters:

World's gold miners stick close to home in hunt for more metal

By Susan Taylor and Nicole Mordant | TORONTO/DENVER

The world's biggest gold miners are taking a cautious approach in their hunt for bullion, spending more money to explore around existing mines rather than new territory in a strategy that may have short-term gains but risks future production growth.

Top producers are relying more than ever on small companies to do the heavy lifting of searching for new deposits and increasingly taking 10 to 20 percent equity stakes in the junior miners.

Exploring close to home is more cost efficient and improves the odds of discoveries. But the chances of making major new finds are limited, diminishing global gold output, which is expected to decline by nearly 9 percent in the next three years.

"It only makes sense to be looking in your own backyard first before exploring elsewhere," said Paul Rollinson, Chief Executive of Kinross Gold, which spends about 90 percent of its exploration budget around existing sites.

"We focus on areas we already know, with existing infrastructure nearby, in jurisdictions we are comfortable with."

The world's 10 biggest gold miners are bumping up the share of exploration budgets earmarked for land around existing mines, or brownfield exploration, increasing the spending to 56 percent in 2015 from 45 percent in 2013..

Link: http://mobile.reuters.com/article/idUSKCN11O0F8

Quelle: stockcharts.com

Quelle: stockcharts.com

China: Unternehmen halten rekordhohe Bargeldbestände

Im Hinblick auf die enormen Cash-Holdings der chinesischen Firmen ist mit einer Fortsetzung der globalen M&A-Aktivitäten zu rechnen. Viele chinesische Unternehmen haben sich auch wegen den zahlreichen Unsicherheiten und erheblichen Marktverwerfungen ein ordentliches Finanzpolster verschafft..

Quelle: bloomberg.com

USA, Öl- & Gas-Industrie: Aktive Bohranlagen fallen auf 41-Jahrestief

Historischer Absturz bei den US Total Rig Counts:

Quelle: zerohedge.com

Quelle: zerohedge.com

Starker Wochenschluss: Investoren-Interesse bei den Mining-Majors zieht an

Zum Ende der Handelswoche legen die Kurse bei den Big Player in der Minenbranche bedeutend zu:

Quelle: bigcharts.com

Quelle: bigcharts.com

Nach FOMC-Meeting: Rohstoffpreise ziehen deutlich an, Dollar gibt ab

Zum Ende der Handelswoche ziehen die Rohstoffpreise quer durch die Branche nochmal erheblich an, während der US-Dollar (DXY) auf Talfahrt geht. Vor allem Kupfer, Silber und Blei glänzen mit satten Gewinnen..

Quelle: godmode-trader.de/rohstoffe

Quelle: bigcharts.com

Entwicklung der globalen Bohraktivitäten in den unterschiedlichen Rohstoffsektoren

Informativer Chart von SNL Metals & Mining:

Quelle: snl.com

Minen- und Rohstoffbranche: Explorations-Aktivitäten und Investitionen weiter im Sinkflug

Im Hinblick auf die schwerwiegende Marktlage sind die Explorations-Entwicklungen kaum verwunderlich:

Quelle: snl.com, kitco.com

Gehebelte Goldminen-ETFs: Volumen-Explosion

In den letzten Handelswochen nimmt das Handelsvolumen in den führenden, gehebelten Goldminen-ETFs massiv zu:

Quelle: bigcharts.com

Quelle: bigcharts.com

Quelle: bigcharts.com

Vor FOMC-Meeting: Massive Gold-Kauforder

Vor dem morgigen FOMC-Meeting wird eine gewaltige Gold-Kauforder ausgeführt..

Gold Spikes On Sudden $1.2 Billion Bid

Submitted by Tyler Durden on 03/17/2015 09:53 -0400

• Crude
 
• NYMEX

 

For no good reason aside from the algos had their fun to the downside and crude ran its stops, precious metals' futures have suddenly exploded higher on heavy volume... The surge in gold saw approximately $1.2 billion notional traded...

Source: http://www.zerohedge.com/news/2015-03-17/gold-spikes-sudden-12-billion-bid

Columbus Gold startet massives Explorations-Programm auf dem Eastside-Goldprojekt in Nevada

Columbus Gold (TSX-V:CGT) startet auf dem zweiten Hauptprojekt, Eastside in Nevada, ein ansehnliches Bohrprogramm mit einem Umfang von mehr als 45.000 Bohrmetern. Der Newsflow wird in 2015 damit sehr hoch bleiben..

Columbus Gold Announces US$6.5 Million Exploration Program for 2015 at Its Nevada Eastside Gold Discovery; Wallace Resigns as Director to Focus on Advancing Eastside

VANCOUVER, BC--(Marketwired - February 04, 2015) - Columbus Gold Corporation (TSX VENTURE: CGT) (OTCQX: CBGDF) ("Columbus Gold") is pleased to announce that a US$6.5 million exploration program at its 100%-owned Eastside gold discovery in Nevada is presently planned to commence in the 2nd quarter of 2015. To date five targets have been identified at Eastside, however permitting efforts are focused on the original discovery, referred to as the Original Target and on Target 4, and the northern part of Target 1. Please refer to the Target Map at the link below..

Link: http://www.marketwired.com/press-release/columbus-gold-announces-us65-million-exploration-program-2015-its-nevada-eastside-gold-tsx-venture-cgt-1988668.htm

Quelle: columbusgold.com

Quelle: stockwatch.com

SNL Metals & Mining: Neue Studie zum Explorations-Sektor, Aktivitäten der Majors gewinnen wieder an Bedeutung

Informative Zeilen vom Mining-Spezialist SNL Metals & Mining:

Majors Are Driving Mining Exploration Budgets – SNL Metals & Mining

By Alex Létourneau of Kitco News
Tuesday December 09, 2014 9:54 AM

(Kitco News) - While the general ideology is that junior companies are responsible for a large part of exploration, a study by SNL Metals & Mining shows that major miners account for 40% of global exploration allocation.

Mining research firm SNL said in its 25th annual Corporate Exploration Strategies study “$50 million for exploration is available on the SNL company briefing books.  In 2014, these 39 larger players budgeted a total of $4.33 billion and accounted for 40% of the $10.74 billion worldwide exploration total.”

The top three explorers were Antofagasta, a copper producer; Vale, a diversified major; and Fresnillo Plc, a precious metals producer and the world’s leading silver producer.

SNL said Fresnillo’s budget is divvied up evenly between all stages of exploration, with a small emphasis on advancing several pipeline projects.

“Together, the 39 larger players contributed 40% of the worldwide exploration total in 2014, with gold representing 41%, copper 32% (41% base metals), and 7% each for diamonds and other targets (including silver, potash, phosphates, and manganese),” the report said. “Two of the larger players, Alrosa and De Beers, accounted for 69% of worldwide diamond exploration. 

“The 25 larger players with gold exploration budgets were responsible for 39% of worldwide gold allocations,” they said. “In the middle, the group’s copper explorers accounted for just over half the total copper budget.”  

Touching on junior miners, the report stated that a unrelenting “financing drought has squeezed juniors’ budgeting to the point that the majors have become the biggest drivers of early-stage exploration. Similarly, the larger players traditionally dominate minesite spending; in 2014, however, they account for only 51% of the near-mine work as their investors demand improved returns over growth. 

“It is also interesting to note that the larger players are responsible for just 32% of late-stage exploration and feasibility work.”

The CES study also noted that Chile has replaced Canada as the leading jurisdiction for allocated exploration budgets. Also falling on the list were the United States, Russia and China..

Quelle:http://www.kitco.com/news/2014-12-09/Majors-Are-Driving-Mining-Exploration-Budgets-SNL-Metals-Mining.html

Quelle: snl.com

Wichtiger Tag, FOMC Meeting: Yellen's große Muppet Show geht in die nächste Runde

Zerohedge dazu mit dem jüngsten Beitrag.

Vor den marktrelevanten Ereignissen noch die "geniale" Quote der Woche v. Yellen an Amerika's arme Bevölkerung:

"..Her message? It is important to build assets, or said otherwise...  get rich..."

Hilsenrath Backs Away From His "Considerable Time" Prediction

Submitted by Tyler Durden on 09/17/2014 08:30 -0400

• Barclays
 
• Bond
 
• Ethan Harris
 
• Fail
 
• Federal Reserve
 
• Janet Yellen
 
• Morgan Stanley
 
• Renaissance
 
• Standard Chartered
 
• Unemployment

Yesterday's exuberant equity market reaction has been largely defined by the mainstream media as driven by WSJ Hilsenrath's 'confirmation' that Yellen will keep the uber-dovish phrase "considerable time" in the FOMC statement today. So, we wonder, why did the Fed-whisperer, after markets had closed last night, issue a quasi-retraction of his prediction explaining that instead of some prohetical "I just know" statement, it was a "best guess," as he concluded, "will the Fed take these steps? Only the people in the room know that. The rest of us will see Wednesday afternoon." It appears the sell-side disagrees with him on the language...

Via WSJ,

In a webcast Tuesday, I explained why I thought the Federal Reserve would stick with, but qualify, an important phrase in its policy statement Wednesday which assures near-zero interest rates for a “considerable time.” This was simply my best analysis of where I think the Fed is going based on what we have been reporting and what officials have said in the past.

...

Here’s my analysis: Janet Yellen is a methodical individual and the Fed, in normal times, is a slow-moving institution. It takes time for debates to play out. Ms. Yellen is seeking consensus, as we reported earlier this week. The considerable time debate doesn’t feel ripened or fully aired. When Ms. Yellen has used the phrase in recent months she has qualified it, but not suggested changing it. Meantime the Fed has other business on its plate. The exit plan has been in the works for months, as has the plan to end bond buying. Changing the “considerable time” guidance now, while also announcing an exit plan, could be viewed by market participants as a surprising move toward raising rates.

Fed officials haven’t forgotten last year’s “taper tantrum,” when long-term interest rates shot up as they commenced discussions about winding down the bond program.

We reported earlier this week that Ms. Yellen, as Fed chairwoman, hasn’t behaved as the easy-money policy “dove” that many market participants expected. That doesn’t mean she’s suddenly a hawk. It just means she’s not a dove.

Ms. Yellen’s most logical next step, to my mind, would be to stick for the time being to what she’s been saying, which is that rates will stay low for a “considerable time” with the strong qualification that this could change if the job market keeps improving quickly. Staying on message this month could entail signaling an end to the bond program and a more formal exit strategy. The Fed would then have time to air out a change in the “considerable time” formulation for a later date, giving Ms. Yellen time to get all of her colleagues on board.

*  *  *

He concludes: "Will the Fed take these steps? Only the people in the room know that. The rest of us will see Wednesday afternoon."

*  *  *

Indeed Jon.

*  *  *

But here is what the sell-side thinks...

Fed expected to adopt more hawkish stance at Sept. 16-17
meeting, debate whether to drop “considerable time” language from
statement, based on published research.

Barclays

• Fed expected to take “modestly hawkish” tone at meeting, Barclays strategists led by Rajiv Setia wrote in report
• “Dovish dots” seen moving higher, press conference will have “subtle shifts” in tone
• Fed likely to retain “considerable time” language; if dropped,
  “front end should get hurt” and “10/30 curve should still flatten”

BofAML

• First rate increase now seen as occurring next June vs. Sept. 2015, economist Ethan Harris wrote in note
• Growth has been stronger than expected, while inflation is in line with Fed’s forecast
• Fed could drop reference to “considerable time”

Jefferies

• Fed statement to be “somewhat more hawkish” than in past, economists Ward McCarthy, Thomas Simons wrote in note
• FOMC meeting will fail to clarify ambiguity over timing of rate lift-off

JPM

• First rate increase is now expected next June vs 3Q 2015, economist Michael Feroli wrote in note
• Sees 25bps increase in Fed funds corridor to 25bps-50bps; subsequent
  moves in Sept. and Dec., bringing corridor to 75bps-100bps by end of
  2015

Market Securities

• Fed to modify “considerable time,” cut QE by another $10b, strategist Christophe Barraud wrote in note

Morgan Stanley

• Fed’s 2017 dots may prompt curve shifts, strategists led by Matthew Hornbach wrote in note
• “Stage is set for some disappointment” if Fed doesn’t change “considerable time” language

Renaissance Macro

• Fed’s more hawkish outcome may be priced into markets now, economist Neil Dutta wrote in note
• “We cannot be entirely sure” how hawkish FOMC meeting will be

SGH Advisors

• FOMC may change forward guidance language, CEO Sassan Ghahramani wrote
• Growing number of FOMC members appear to be pressing for change

Standard Chartered

• FOMC meeting to have “moderately hawkish tone,” economist Thomas Costerg wrote in note
• Fed members will note downward trend in unemployment rate, healthy payroll growth
• “Considerable time” expected to be removed

TD

• Fed to change “considerable time wording, take more hawkish tone,
  Eric Green, head of U.S. rates and economic research, wrote in note
• Fed policy is set to become more flexible, retain message that there will be slow path to normalization

Quelle: http://www.zerohedge.com/news/2014-09-17/hilsenrath-backs-away-his-considerable-time-prediction

Physisches Gold wandert in wenige, mächtige und sehr feste Hände

Dazu ein aktueller Beitrag von Koos Jansen von In Gold We Trust:

Guest Post: The Rockefellers

The Rockefellers, The Rothschilds and many other giant Dynasties…

These financial industry giants lived through all the wealth cycles of the past 100 years and more. What used to be long term wealth investments evolved to the day-trading, making money activities, with a top in the year 2000. Then the financial industry morphed rapidly into the absurd High Frequency Trading. All wealth is now a spooky derivative of what it once was. Debt rules!

Link: http://www.ingoldwetrust.ch/guest-post-the-rockefellers

Quelle: markt-daten.de

Im Brennpunkt: Social Media stärkt Anti-Mining Aktivitäten

An den Ergebnissen der folgenden Analysen ist gewiss Einiges dran:

Analysis: Social media empowers anti-mining activists

By Allison Martell and Ioana Patran - TORONTO/BUCHAREST Tue Jan 7, 2014 10:46am EST 

(Reuters) - Facebook and other social networks are making it easier for anti-mining activists to derail projects, helping them get their message out and organize more quickly against an industry that is already struggling with high costs and volatile prices..

Link: http://www.reuters.com/article/2014/01/07/us-mining-media-analysis-idUSBREA060OA20140107

Danke an Otto für die Nachricht!

Junior-Sektor: M&A Aktivitäten erhalten am Jahresende kräftigen Auftrieb

An der M&A-Front im Rohstoff- und Minen-Sektor war es wegen der anhaltenden Krisen-Phase in 2013 relativ ruhig. Nun gehen einige Rohstoff-Gesellschaften und Smart Money Player am Jahresende auf Schnäppchenjagd und es kommt zu zahlreichen M&A-Deals, was als positives Zeichen für den kompletten Sektor gewertet werden kann. Nach einem der schlechtesten Jahre für Junior- und Goldminen-Aktien aller Zeiten, bietet sich einige Übernahmen & Merger vor dem lukrativen, antizyklischen Investment-Ansatz natürlich mehr als an. Eine kleine Übersicht von jüngsten M&A-Transaktionen..

Asanko Gold to Buy PMI for $173 Million

Asanko Gold Inc. (AKG), a Canadian exploration company focused on West Africa, agreed to buy PMI Gold Corp. (PMV) for about C$183 million ($173 million) to target 400,000 ounces of annual output of the precious metal by 2017..

Link: http://www.bloomberg.com/news/2013-12-17/asanko-gold-to-buy-pmi-for-173-million.html



Intergeo to take over Mercator Minerals in $100mn deal

Intergeo MMC, a mining company controlled by Russian billionaire-turned-politician Mikhail Prokhorov, has agree to acquire Canadian copper producer Mercator Minerals Ltd in a $100 million deal that will require listing of the new firm's shares in Toronto, the companies announced Thursday..

Link: http://www.arizona.statenews.net/index.php/sid/219069644/scat/3a8a80d6f705f8cc/ht/Intergeo-to-take-over-Mercator-Minerals-in-100mn-deal



Primero, Brigus to merge into mid-tier gold miner in C$220m deal

Cash-strapped junior miner and explorer Brigus Gold expects to benefit from the strong balance sheet of Primero Mining in an arrangement agreement between the two companies..

Quelle: http://www.mineweb.com/mineweb/content/en/mineweb-junior-mining?oid=221900&sn=Detail



Centamin makes takeover offer for Ampella

TSX- and LSE-listed Centamin on Tuesday made an offmarket bid to acquire 100% of ASX-listed junior explorer Ampella Mining..

Link: http://www.miningweekly.com/article/centamin-makes-takeover-offer-for-ampella-2013-12-10



Tasman and Flinders Announce Merger Negotiations to Create a Diversified Critical Metals Company

Tasman Metals Ltd. and Flinders Resources Limited are pleased to announce they have initiated preliminary negotiations with regard to a potential merger of the two companies (the "Potential Merger")..

Link: http://www.flindersresources.com/s/NewsReleases.asp?ReportID=615553&_Type=News-Releases&_Title=Tasman-and-Flinders-Announce-Merger-Negotiations-to-Create-a-Diversified-Cr...



Champion Iron Mines strikes merger with O'Keeffe's Mamba Minerals

Champion Iron Mines (TSE:CHM) has agreed to merge with Australian-listed Mamba Minerals (ASX:MAB) in an all-share deal that values the company at C$59.8 million..

Link: http://www.proactiveinvestors.com/companies/news/50522/champion-iron-mines-strikes-merger-with-okeeffes-mamba-minerals-50522.html



Roxgold cashes up, XDM Royalty seeks redemption in takeover

We speak with XDM about the Roxgold's takeover of it - a story of redemption and cash resources..

Link: http://www.mineweb.com/mineweb/content/en/mineweb-junior-mining?oid=221496&sn=Detail



Volta Obtains Shareholder Approval for Plan of Arrangement

B2Gold Corp. and Volta Resources Inc. are pleased to announce that Volta Resources has obtained overwhelming shareholder approval for the proposed arrangement (the "Arrangement") between B2Gold and Volta Resources previously announced on October 28, 2013 and November 14, 2013..

Link: http://www.b2gold.com/press-releases/12/2013/volta-obtains-shareholder-approval-for-plan.html?id=1792749



Sirocco and Canada Lithium Combining to Form Strategic International Competitor in Growth-Oriented Industrial Minerals Sector

Sirocco Mining Inc. ("Sirocco") (TSX:SIM) and Canada Lithium Corp. ("Canada Lithium") (TSX:CLQ)(OTCQX:CLQMF) jointly announce that their respective boards of directors have approved, and that they have entered into, a definitive agreement (the "Arrangement Agreement") pursuant to which they will complete a business combination..

Quelle: http://siroccomining.mwnewsroom.com/press-releases/sirocco-and-canada-lithium-combining-to-form-strat-tsx-sim-201312040915728001



International Minerals Provides Update on Closing Date of the Arrangement With Hochschild

International Minerals Corporation announces that the closing of the previously-announced transaction by way of a plan of arrangement (the "Arrangement") involving IMZ and Hochschild Mining plc ("Hochschild"), pursuant to which Hochschild will acquire IMZ, is now anticipated to occur on or before December 20, 2013..

Link: http://www.intlminerals.com/news/2013-news/523-



It's 'Go' For Fission Uranium and 'Go' for Fission SpinCo

As you´ll have seen from the string of press releases in the last few weeks, Fission Uranium (FCU.V) has now acquired Alpha Minerals and the newly combined Fission Uranium holds 100% of the PLS (Patterson Lake South) project with its remarkable high-grade discovery. Both Alpha and Fission have spun out companies that have taken with them all respective properties other than PLS. Fission´s SpinCo is named Fission 3.0..

Quelle: http://www.fissionuranium.com/ceo-corner/index.php?&content_id=136