Quelle: bloomberg.com
Posts mit dem Label Einschätzung werden angezeigt. Alle Posts anzeigen
Posts mit dem Label Einschätzung werden angezeigt. Alle Posts anzeigen
Samstag, 16. April 2016
Öl: Internationale Energieagentur (IEA) sieht Auflösung des Überangebots im 2. Halbjahr 2016
Die IEA prognostiziert ein Ende des globalen Überangebots in der Ölbranche kommen..
Montag, 4. April 2016
Interview mit Hans-Peter Zihlmann über die Aussichten am Uran-Markt
Hörenswertes Interview:
Quelle: palisaderadio.com
Quelle: stockcharts.com
Freitag, 18. März 2016
PDAC 2016: Interview mit Analyst Rob Chang über den Gold- und Uran-Markt
Der Head of Mining & Metals bei Cantor Fitzgerald mit einigen interessanten Einblicken:
Quelle: Commodity-TV
Donnerstag, 17. März 2016
Interview mit Fondsmanager Alfred Grusch von Pioneer Investments
Herr Grusch von Pioneer Investments mit seinem jüngsten Interview auf Rohstoff-TV:
Pioneer Investments: Expertengespräch über Realzinsen, den Goldmarkt und Anlagestrategien
Quelle: Rohstoff-TV
Dienstag, 15. März 2016
PDAC 2016: Interview mit dem Chef-Geologen Dr. Peter Megaw von MAG Silver
Klasse Einblicke liefert der bewährte Geologe Dr. Peter Megaw vom solide finanzierten Projektentwickler MAG Silver, der über eine Weltklasse Silber-Discovery in Mexiko verfügt..
Exklusives Gala-Dinner Event im Rahmen des PM Summit 2015 in Zürich: "Vier spannenden Fallbeispielen zur Wertschaffung in der Minenindustrie"
Im Rahmen des Precious Metals Summit 2015 fand in Zürich ein sehenswertes Investment-Event statt, das von der Zuri-Invest AG (Dr. Andrew und Patrick Michaels) exklusiv organisiert wurde..
Quelle: Commodity-TV
Quelle: stockcharts.com
Quote:
Im Rahmen des Precious Metals Summit 2015 fand in Zürich ein sehenswertes Investment-Event statt, das von der Zuri-Invest AG (Dr. Andrew und Patrick Michaels) exklusiv organisiert wurde..
Mittwoch, 9. März 2016
Rohstoffe: Goldman Sachs bleibt auf der Bärenseite
Goldman Sachs bestätigt erneut die bärische Haltung für den Rohstoffmarkt:
Goldman rains on everyone's parade, says commodities rally won’t last
The recent surge in prices of gold, oil and other commodities has come prematurely, says the bank, arguing that lower prices are needed for markets to rebalance.
Goldman Sachs (NYSE:GS), one of the most influential banks in commodity markets, poured cold water on the growing belief that metals and oil prices have "bottomed out," and warned the current rally is "not sustainable..."
Goldman rains on everyone's parade, says commodities rally won’t last
The recent surge in prices of gold, oil and other commodities has come prematurely, says the bank, arguing that lower prices are needed for markets to rebalance.
Goldman Sachs (NYSE:GS), one of the most influential banks in commodity markets, poured cold water on the growing belief that metals and oil prices have "bottomed out," and warned the current rally is "not sustainable..."
Dienstag, 16. Februar 2016
Goldman Sachs: Erneute Verkaufsempfehlung für Gold
Goldman Sachs verfestigt die bärische Haltung zum gelben Metall..
Goldman
Channels FDR's `Nothing to Fear' With Sell Gold Call
February 15, 2016 — 7:10 PM PST Updated on February 15, 2016 — 9:14 PM PST
· New fears, like past fears, are not justified, Goldman says
· Bullion is seen dropping to $1,000 in 12 months, bank saysShare on Facebook
Share on TwitterShare on WhatsAppShare on LinkedInShare on RedditShare on Google+E-mailShare on TwitterShare on WhatsApp
Goldman
Sachs Group Inc. says it’s time to bet against gold as bullion’s rally to
the highest level in a year isn’t justified, backing the bearish
call with a comment from a former U.S. leader in a report that was issued,
appropriately enough, on Presidents’ Day. Prices tumbled.
Gold
will slump back to $1,100 an ounce in three months and $1,000 an ounce in 12
months, analysts including Jeffrey Currie and Max Layton wrote in the
report that was dated Feb. 15 and received on Tuesday. It was headlined
with a remark from former President Franklin D. Roosevelt.
There’s
“nothing to fear but fear itself,” the analysts entitled the seven-page note,
channeling comments from Roosevelt’s 1933 inauguration when the U.S. economy
was being ravaged by the Great Depression. “It’s time to sell the fear
barometer,” the bank said, and recommended shorting gold.
Gold
jumped to highest since February 2015 last week as sinking equity markets,
weaker oil prices, and diminished bets for higher U.S. borrowing costs spurred
haven demand. Prices were further boosted by the spread of negative interest
rates and concerns about a crisis in Europe’s banks. Goldman said it still
expected rates to rise, putting the odds of U.S. recession at just 15 to 20
percent, and rejected the notion that a re-run of the crisis was likely.
‘Not Justified’
“We
believe that these new fears, like past fears, are not justified,” the analysts
wrote, saying that financial markets had overreacted. “Systemic risks stemming
from the collapse in oil and commodity prices are extremely small.”
Gold
for immediate delivery sank as much as 1.5 percent to $1,191.02 an ounce and
traded at $1,193.52 at 1:09 p.m. in Singapore. It’s down from $1,263.48 on Feb.
11, the highest price since February 2015. Goldman’s targets for bullion are
the same as those given by the bank in a note last week, when it said that U.S.
rates will still rise..
Quelle: goldmansachs.com
Quote:
In a note to clients late yesterday titled “Nothing to fear but fear itself,” Goldman’s Jeffrey Currie says that the fear guiding global financial markets right now “ignore the facts that systemic risks from oil, China and negative rates are very unlikely.”
Currie says that the negative macro impacts from low oil prices have likely already played out and are not systemic; the spillover from the Chinese economy slowing down is limited; and that the U.S. economy is far from a recession.
“Financial markets have overreacted to the point that current inflation breakevens would require oil prices to keep declining for the next 7 years.”
“We believe that the sharp rise in gold prices this past week was mostly due to concerns over systemic risks, particularly in the banking sector, given the sharp correlation of gold prices with bank stocks and other measures of systemic credit risks. While this is a continuation of a trend established since the beginning of the year that started with systemic concerns over oil and China, we believe that these new fears like the past fears are not justified.”
Currie says we’re likely heading for a bounce once the market realizes that European banks, which are currently at the center of concerns over negative interest rates, are still able to fund themselves and that money markets are open with no evidence of strain in either euro or dollar funding..
Sonntag, 9. August 2015
Rick Rule, Sprott-Stansberry Symposium: "Dramatische Recovery" im Mining- und Junior-Sektor nur eine Frage der Zeit
Rick Rule's angepriesener "Capitulation moment" ist jetzt auf jeden Fall da.
Im Juli 2015 gab es bspw. die heftigste Kapitulationsphase bei den Goldminen seit Herbst 2008. Einen historischen Sell-Off gab es ebenfalls bei Kupfer- und Silberminen, sowie im Junior Mining Sektor generell.
Hierzu der aktuelle Beitrag von Sprott's Thoughts:
A Recovery "Is Going to Happen" -- Rick Rule at the Sprott-Stansberry Symposium
By Henry Bonner (hbonner@sprottglobal.com)
Is this what a market turn feels like?
“Great opportunities in natural resources occur once per decade,” Rick Rule explained at the Symposium. “They occur at the bottom of a ‘bear market.’
“And this ‘bear market’ is the most severe that I have seen since the mid 1980's. That suggests a very dramatic recovery.”
Despite a down market, our Natural Resource Symposium garnered big numbers. Around 800 people showed, including attendees, exhibitors, and speakers.
The audience was far from gloomy too. In previous years, and at other conferences, attendees have lamented a poor sector. Not here.
From speakers and attendees alike, we saw optimism for natural resources. Some were on the sidelines, waiting for more bottoming for their chance to get in. Others were heavily invested already.
Where are gold and other natural resources headed now?
Speakers were divided. Some believed that a bottom was in, or at least that the sector was cheap enough today.
Others favored sitting it out for now, waiting for a recovery to “announce itself.”
Sprott US Chairman Rick Rule hasn’t given up on natural resources. “A recovery is inevitable,” he said.
Rick revealed that he was still holding “lots of cash” to prepare for future buying opportunities during a major dip.
Agora founder and self-proclaimed “rogue economist” Bill Bonner advocated for owning gold regardless of the price. We’ve been living in a “zombie boom” for the last 40 years, he told the audience. During that time, the “takers” and cronies have gained increasing control over the US economy.
The economy has managed to grow anyway, sparing regular folks too much pain, thanks to the bull market in bonds that has occurred over the same timeframe. But this can’t last forever. As he wrote in Financial Reckoning Day and Empire of Debt, a collapse will occur eventually. “You’ll want to own gold as insurance for your portfolio,” he says.
Steve Sjuggerud of Stansberry’s True Wealth has a more upbeat take on the zombie boom: It will go on for a few more years, so you can still make money in stocks and real-estate.
He wasn’t ready to make a major play in natural resources, he said. “They’re cheap, they’re hated, but I still want to see an uptrend.”
After he sees an uptrend in resource stocks, Steve will be ready to make a big play in the sector.
Eric Sprott was one of the most-awaited speakers at the conference.
Contrary to other speakers waiting for signs of a turnaround, he isn’t holding back. He told the audience that he’d personally taken ownership of a gold mine, along with other big investments in the sector.
Other big-name speakers included Robert Friedland, Chairman of Ivanhoe Mines. He told the audience they’d be crazy to miss this opportunity.
Copper, zinc, platinum, palladium – these metals are priced for the “end of the world,” as he put it, saying China in particular will be a big consumer of these metals. You need copper for electrical grids, platinum and palladium to purify motor exhaust, and zinc as a crop fertilizer. These are all areas where China may have a need for the metals.
“The mining sector cuts are not just skin deep, they are to the bone,” he said. Miners can’t afford to produce if metals prices go any lower, so if they drop from here, it means the world doesn’t want a supply of these metals, according to Robert.
Even Doug Casey said he was getting heavily into resource stocks now – despite his speech title, Mining Is a Dying, Stupid […] Business.
Did the speakers give any specifics about where they’re looking?
Dan Ferris of Stansberry’s Extreme Value gave his “top pick of the year,” Altius Minerals, a royalty company. The company gets a small cut of many different mining operations’ revenues.
Frank Trotter, co-founder of EverBank told attendees to take a look at “metals-backed CDs.” According to Frank, these can increase in value with metals prices, but contain minimal downside risk.
Of course, the conference also featured over 50 resource companies. As Rick explained, he expects at least some of the companies that were at the Symposium to become high-performers in the next up-move.
Some of the most well-followed names were Kaminak Gold, presented by Eira Thomas, Uranium Energy with Amir Adnani, and Sprott Resource Corp, represented by Steve Yuzpe.
Miles Thompson presented Reservoir Minerals and William Lamb presented the Lundin Group.
Dev Randhawa was also there, representing Fission Uranium and Randy Smallwood presented for Silver Wheaton.
David Harquail told attendees to consider Franco-Nevada, the world’s largest royalty company, as an alternative to a gold ETF. Franco-Nevada offers diversification because it has so many separate royalty contracts, he argued.
The resource sector is cheap right now, but it could offer great rewards to investors who are willing to participate.
As Rick Rule put it, the companies in the sector face a bad reputation. But investors forget that some hard-working, ethical, and talented people are doing “real work.” And the price of participating in their projects, as investors, has often dropped dramatically.
“We’ve had a whole lot of fun at this conference,” Rick concluded, “and we’re going to do it all again next year.”
Didn’t make it to the Symposium? All keynote speeches, except Robert Friedland’s Q&A, are available for replay online, along with select workshops. Click here to order.
Quelle: http://sprottglobal.com/thoughts/
A Recovery "Is Going to Happen" -- Rick Rule at the Sprott-Stansberry Symposium
By Henry Bonner (hbonner@sprottglobal.com)
Is this what a market turn feels like?
“Great opportunities in natural resources occur once per decade,” Rick Rule explained at the Symposium. “They occur at the bottom of a ‘bear market.’
“And this ‘bear market’ is the most severe that I have seen since the mid 1980's. That suggests a very dramatic recovery.”
Despite a down market, our Natural Resource Symposium garnered big numbers. Around 800 people showed, including attendees, exhibitors, and speakers.
The audience was far from gloomy too. In previous years, and at other conferences, attendees have lamented a poor sector. Not here.
From speakers and attendees alike, we saw optimism for natural resources. Some were on the sidelines, waiting for more bottoming for their chance to get in. Others were heavily invested already.
Where are gold and other natural resources headed now?
Speakers were divided. Some believed that a bottom was in, or at least that the sector was cheap enough today.
Others favored sitting it out for now, waiting for a recovery to “announce itself.”
Sprott US Chairman Rick Rule hasn’t given up on natural resources. “A recovery is inevitable,” he said.
Rick revealed that he was still holding “lots of cash” to prepare for future buying opportunities during a major dip.
Agora founder and self-proclaimed “rogue economist” Bill Bonner advocated for owning gold regardless of the price. We’ve been living in a “zombie boom” for the last 40 years, he told the audience. During that time, the “takers” and cronies have gained increasing control over the US economy.
The economy has managed to grow anyway, sparing regular folks too much pain, thanks to the bull market in bonds that has occurred over the same timeframe. But this can’t last forever. As he wrote in Financial Reckoning Day and Empire of Debt, a collapse will occur eventually. “You’ll want to own gold as insurance for your portfolio,” he says.
Steve Sjuggerud of Stansberry’s True Wealth has a more upbeat take on the zombie boom: It will go on for a few more years, so you can still make money in stocks and real-estate.
He wasn’t ready to make a major play in natural resources, he said. “They’re cheap, they’re hated, but I still want to see an uptrend.”
After he sees an uptrend in resource stocks, Steve will be ready to make a big play in the sector.
Eric Sprott was one of the most-awaited speakers at the conference.
Contrary to other speakers waiting for signs of a turnaround, he isn’t holding back. He told the audience that he’d personally taken ownership of a gold mine, along with other big investments in the sector.
Other big-name speakers included Robert Friedland, Chairman of Ivanhoe Mines. He told the audience they’d be crazy to miss this opportunity.
Copper, zinc, platinum, palladium – these metals are priced for the “end of the world,” as he put it, saying China in particular will be a big consumer of these metals. You need copper for electrical grids, platinum and palladium to purify motor exhaust, and zinc as a crop fertilizer. These are all areas where China may have a need for the metals.
“The mining sector cuts are not just skin deep, they are to the bone,” he said. Miners can’t afford to produce if metals prices go any lower, so if they drop from here, it means the world doesn’t want a supply of these metals, according to Robert.
Even Doug Casey said he was getting heavily into resource stocks now – despite his speech title, Mining Is a Dying, Stupid […] Business.
Did the speakers give any specifics about where they’re looking?
Dan Ferris of Stansberry’s Extreme Value gave his “top pick of the year,” Altius Minerals, a royalty company. The company gets a small cut of many different mining operations’ revenues.
Frank Trotter, co-founder of EverBank told attendees to take a look at “metals-backed CDs.” According to Frank, these can increase in value with metals prices, but contain minimal downside risk.
Of course, the conference also featured over 50 resource companies. As Rick explained, he expects at least some of the companies that were at the Symposium to become high-performers in the next up-move.
Some of the most well-followed names were Kaminak Gold, presented by Eira Thomas, Uranium Energy with Amir Adnani, and Sprott Resource Corp, represented by Steve Yuzpe.
Miles Thompson presented Reservoir Minerals and William Lamb presented the Lundin Group.
Dev Randhawa was also there, representing Fission Uranium and Randy Smallwood presented for Silver Wheaton.
David Harquail told attendees to consider Franco-Nevada, the world’s largest royalty company, as an alternative to a gold ETF. Franco-Nevada offers diversification because it has so many separate royalty contracts, he argued.
The resource sector is cheap right now, but it could offer great rewards to investors who are willing to participate.
As Rick Rule put it, the companies in the sector face a bad reputation. But investors forget that some hard-working, ethical, and talented people are doing “real work.” And the price of participating in their projects, as investors, has often dropped dramatically.
“We’ve had a whole lot of fun at this conference,” Rick concluded, “and we’re going to do it all again next year.”
Didn’t make it to the Symposium? All keynote speeches, except Robert Friedland’s Q&A, are available for replay online, along with select workshops. Click here to order.
Quelle: http://sprottglobal.com/thoughts/
Quelle: http://www.naturalresourcesymposium.com
Mittwoch, 29. Juli 2015
Goldminen in historischer Baisse, Video Update: What’s Next for Gold, Gold Miners & US Stocks
Informativer Beitrag von meinem Kollegen Jordan Roy-Byrne von The Daily Gold:
Video Update: What’s Next for Gold, Gold Miners & US Stocks
We discuss the near and medium term outlook for Gold, gold stocks and the stock market..
Video Update: What’s Next for Gold, Gold Miners & US Stocks
We discuss the near and medium term outlook for Gold, gold stocks and the stock market..
Quelle: stockcharts.com
Quelle: stockcharts.com
Donnerstag, 16. April 2015
Lese-Empfehlung: Tocqueville Gold Investoren-Brief für das 1. Quartal 2015
Exzellenter Report mit zahlreichen wertvollen Informationen: http://tocqueville.com/sites/default/files/1Q15GoldLetterMonitor.pdf
Vier informative Beispiel-Charts aus dem aktuellen Tocqueville Investoren-Brief:
Vier informative Beispiel-Charts aus dem aktuellen Tocqueville Investoren-Brief:
Quelle: tocqueville.com
Quelle: tocqueville.com
Montag, 16. Februar 2015
Neues Interview mit Rick Rule über geopolitische Spannungen, Kapitalmärkte und den Rohstoff- & Minensektor
Credit to CEO.CA und Sprott:
Rick Rule: “We Haven’t Seen Capitulation In Natural Resources Yet”
During a period of polarizing precious metals and industrial commodity pricing, Rick Rule, Chairman of Sprott U.S. Holdings was kind enough to share a few comments—opining on global counterparty risk, resource capital markets, capitulation, and more..
Mittwoch, 16. Juli 2014
CEO.CA: Canaccord’s Joe Mazumdar über Gold Mining und lukrative Goldprojekte
Nette Informationen inkl. Grafik aus einem jüngsten Bericht von Cannacord Genuity's Joe Mazumdar, kommentiert von CEO.CA:
These Are The Gold Projects You Want To Own In This Environment: Canaccord’s Joe Mazumdar
POSTED ON July 08, 2014 BY Travis McPherson
CATEGORY Canaccord Genuity, Joe Mazumdar,
Joe Mazumdar is the Director of Research and a Senior Mining Analyst at Canaccord Genuity Inc. here in Vancouver. He has a particularly interesting perspective on the mining sector, having spent the majority of his early years at large companies including: Mount Isa Mines (Australia), Rio Tinto (Argentina), Phelps Dodge (Phoenix, USA) and Newmont (Denver, CO) where his last position was as the Director of Strategic Planning. Joe has been a sell-side analyst for over four years now (with Haywood Securities for 3 years prior to Canaccord)..
Link: http://ceo.ca/2014/07/08/the-state-of-the-markets-with-canaccords-joe-mazumdar/#
Quelle: canaccordgenuity.com,
Freitag, 7. März 2014
Godmode-Trader: Trendwende im AMEX Gold Bugs Index (HUI)
Dazu ein aktueller Beitrag von GT:
Amex Gold Bugs Index - Total verheizt, jetzt wieder hochgejubelt
Freitag, 07.03.2014 - 11:22 Uhr
Tendenziell liegt zwischen dem physischen Goldpreis und den Goldminenaktien eine positive Korrelation vor. In starken Trendphasen bewegen sich die Goldminen oft dynamischer als Gold..
Link: http://www.godmode-trader.de/analyse/amex-gold-bugs-index-total-verheizt-jetzt-wieder-hochgejubelt,3684035
Quelle: godmode-trader.de
Dienstag, 4. Februar 2014
Standard Bank, Indaba: Minen-Sektor braucht neue Finanzierungs-Strukturen
Interesse Kommentare von Standard Bank's Rajat Kohli auf der aktuellen Indaba Minen-Konferenz in Kapstadt:
Depressed mining sector needs innovative funding structures - Standard Bank
Innovative ways are necessary for filling the current equity and debt gap currently affecting much of the global mining sector’s need for development capital.
Author: Lawrence Williams - Posted: Tuesday , 04 Feb 2014 - CAPE TOWN (Mineweb) -
In a release timed to coincide with this year’s big Mining Indaba meeting in Cape Town, Standard Bank’s London-based global head of mining and metals, Rajat Kohli had some very pertinent comments to make on the necessity for the mining industry to consider innovative funding structures in 2014.
Equity markets are spurning new resource ventures amid continuing uncertainty in the commodity price outlook, spurred in part by the Federal Reserve’s decision to begin withdrawing its unprecedented monetary stimulus. Meanwhile existing quoted companies equity valuations, particularly in the gold sector, have fallen so low that raising money in equity markets leads to unacceptable dilution..
Link: http://www.mineweb.com/mineweb/content/en/mineweb-featured-news?oid=227867&sn=Detail
Sonntag, 26. Januar 2014
VRIC 2014: Keynote Panel mit legendären Branchen-Kennern
Definitiv ein "Must-watch":
Cambridge House keynote panel with Frank Giustra, Frank Holmes, Rick Rule and Murray John
Posted on January 24, 2014 by Tommy Humphreys
Four of the biggest names in commodities finance face-off to discuss the state of the global economy and where stocks are going. Includes Fiore Financial’s Frank Giustra, Sprott’s Rick Rule, US Global Investors’ Frank Holmes and Murray John from Goodman & Company. A must-watch..!
Link: http://ceo.ca/2014/01/24/cambridge-house-keynote-panel-with-frank-giustra-frank-holmes-rick-rule-and-murray-john/
Quelle: youtube.com, cambridgehouse.com
Donnerstag, 9. Januar 2014
Gold: Bären und Verkaufs-Empfehlungen nehmen weiter zu
Nur gut, dass das Bären-Lager im Gold-Business voller wird. Wie man (aber) von Goldman bspw. genau weiß, kann es immense Unterschiede geben bzgl. was eine Institution empfiehlt und publiziert - und wie sie dann wirklich handelt.
So gilt nach wie vor, den (nicht exklusiven) Analysten-Einschätzungen auch in 2014 keine große Bedeutung zukommen zu lassen. Und dann wären dann noch die scheinbar grenzenlose Macht der Psychologie, der folgende Herden-Trieb (siehe Charts unten) und der launische Papier-Gold-Markt..
- Moody’s ups bearish view on 2014 gold and silver prices - Link
- Thomson Reuters GFMS: No price recovery expected for gold in 2014 - Link
- UBS lowers 2014 gold, silver price forecasts - Link
- J.P. Morgan cuts 2014 gold forecast by 10% - Link
- Goldman Sachs: Gold is a ‘slam dunk sell’ - Link
- Gold Paradox: Prices Are Falling, But Sales Are Rising - Link
Quelle: caseyresearch.com
Quelle: goldnews.bullionvault.com
Quelle: bloomberg.com
Freitag, 3. Januar 2014
Goldman: Einschätzung zu Goldminen in 2014
Wir erinnern uns an die Goldman-Einschätzung zum Goldpreis für 2014. Nun die passende Einschätzung von Goldman zu den Goldminen (GDX) in diesem Jahr. Das folgende Post wird im Laufe von 2014 und Ende des Jahres wieder aufgegriffen und kommentiert..
Goldman: Sell gold miner volatility in 2014
Jan 3 2014, 10:37
- You can profit on the gold miners in the 2014, says Goldman, but not by owning them. Instead, says the team, take note of the divergence in volatility on the SPDR Gold Trust (GLD) and the Market Vectors Gold Miners ETF (GDX).
- While the miner's ETF volatility is priced for a nightmare scenario, volatility on the price of gold itself has failed to keep pace. A straddle - in which a punter sells both a put and call option on the GDX - would pay off if the market "begins to chill out on the subject of gold miner volatility," writes Brendan Conway.
- As far as the metals or the miners, they're not yet a buy. “With rising U.S. rates and a less accommodative Fed, we believe a sharp rise in the gold price and gold miner profitability is the least likely scenario."
- Miner ETFs: GDX, GDXJ, NUGT, DUST, GLDX, GGGG, RING, JNUG, PSAU, JDST
Quellen: http://seekingalpha.com/currents/post/1490721?source=email_rt_mc_title
http://blogs.barrons.com/focusonfunds/2014/01/03/goldman-to-clients-profit-from-gold-miners-calmer-2014-just-dont-own-them/?mod=yahoobarrons&ru=yahoo
Quelle: bigcharts.com
Quelle: bigcharts.com
Donnerstag, 20. Juni 2013
Interview mit Soros-Ziehsohn Stanley Druckenmiller
Worth reading
:
Stanley Druckenmiller On China's Future And Investing In The New Normal
Stan Druckenmiller is Chairman and Chief Executive Officer of Duquesne Family Office. He founded Duquesne Capital Management in 1981, which he ran until he closed the firm in 2010. Previously, he was a Managing Director at Soros Fund Management, where he served as Lead Portfolio Manager of the Quantum Fund and Chief Investment Officer of Soros..
Link: http://www.zerohedge.com/news/2013-06-14/stanley-druckenmiller-chinas-future-and-investing-new-normal
Mittwoch, 12. Juni 2013
Minenbranche - Aktuelle E&Y Studie: Entwicklung der Kapitalplanung
Interessante Entwicklung im Hinblick auf die wichtigsten Punkte auf der Agenda der Minenunternehmen im Bereich der Kapitalplanung. Neben dem nachvollziehbar stark gestiegenen Fokus auf Kostenspar-, Effizienz- und Optimierungsprogramme (Notwendigkeit), sowie einer Verbesserung des Risikomanagements wird auch der Kapitalallokation eine höhere Bedeutung geschenkt:
Quelle: E&Y Global Capital Confidence Barometer -
8th issue Outlook April–October 2013 (ey.com)
Note:
About this survey
The Global Capital Confidence Barometer is a regular survey of senior executives
from large companies around the world, conducted by the Economist Intelligence
Unit (EIU). Our panel comprises select Ernst & Young clients and contacts and
regular EIU contributors. This snapshot of our findings guages corporate confidence
in the economic outlook, and it identifies boardroom trends and practices in the
way companies manage their Capital Agenda.
from large companies around the world, conducted by the Economist Intelligence
Unit (EIU). Our panel comprises select Ernst & Young clients and contacts and
regular EIU contributors. This snapshot of our findings guages corporate confidence
in the economic outlook, and it identifies boardroom trends and practices in the
way companies manage their Capital Agenda.
Profile of respondents
• EIU panel of almost 1,600 executives surveyed in February and March 2013
• 193 respondents from mining and metals
• Companies from 50 countries
• Respondents from more than
20 industry sectors
• 794 CEO, CFO and other C-level respondents
• 912 companies would qualify for the Fortune 1,000 based on revenues
20 industry sectors
• 794 CEO, CFO and other C-level respondents
• 912 companies would qualify for the Fortune 1,000 based on revenues
Minenbranche - Aktuelle E&Y Studie: Zugang zu Krediten
Positive Entwicklung bei dem heiklen und sehr relevanten Thema rund um die Zugänge zu den Kapital- und Kreditmärkten. Nach der repräsentativen, letzten E&Y Studie (siehe Survey Profil unten), hat sich nach Einschätzung zahlreicher Führungskräfte, die Situation und der Ausblick für etablierte Minenunternehmen hinsichtlich der Kreditbeschaffung, in den letzten Monaten verbessert bzw. entspannt. Bei den Juniorproduzenten- und Unternehmen hingegen dürfte genau das Gegenteil passiert sein.
Quelle: E&Y Global Capital Confidence Barometer -
8th issue Outlook April–October 2013 (ey.com)
Note:
About this survey
The Global Capital Confidence Barometer is a regular survey of senior executives
from large companies around the world, conducted by the Economist Intelligence
Unit (EIU). Our panel comprises select Ernst & Young clients and contacts and
regular EIU contributors. This snapshot of our findings guages corporate confidence
in the economic outlook, and it identifies boardroom trends and practices in the
way companies manage their Capital Agenda.
from large companies around the world, conducted by the Economist Intelligence
Unit (EIU). Our panel comprises select Ernst & Young clients and contacts and
regular EIU contributors. This snapshot of our findings guages corporate confidence
in the economic outlook, and it identifies boardroom trends and practices in the
way companies manage their Capital Agenda.
Profile of respondents
• EIU panel of almost 1,600 executives surveyed in February and March 2013
• 193 respondents from mining and metals
• Companies from 50 countries
• Respondents from more than
20 industry sectors
• 794 CEO, CFO and other C-level respondents
• 912 companies would qualify for the Fortune 1,000 based on revenues
20 industry sectors
• 794 CEO, CFO and other C-level respondents
• 912 companies would qualify for the Fortune 1,000 based on revenues
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