Banken: Kreditausfallversicherungen steigen wieder deutlich an, Deutsche Bank im Fokus

Die CDS-Preise von einigen führenden Banken ziehen in den letzten Tagen erneut erheblich an. Einmal mehr steht die Deutsche Bank im Fokus, bei der sich neue Kapitalsorgen abzeichnen..

Quelle: bloomberg.com

Quote:

Deutsche Bank: Kapitalsorgen nehmen weiter zu, Wahrscheinlichkeit einer neuen Kapitalerhöhung wächst

Der Krisenmodus bei der angeschlagenen Deutsche Bank (DB) setzt sich ungebrochen fort..

Link: http://rohstoffaktien.blogspot.de/2016/09/deutsche-bank-kapitalsorgen-nehmen.html

It's not all about Paris, is it?

Deep..

Quelle: JRB Twitter Stream

Richtungswechsel bei den Goldproduzenten verfestigt sich: "Klein und fein, anstatt groß und teuer"

Der Wechsel in der Firmen-Philosophie, der Strategie und dem operativen Fokus in der Goldminenbranche geht weiter. Hierzu ein aktueller Kommentar von Reuters:

For risk-wary gold miners, small is beautiful

TORONTO | BY SUSAN TAYLOR

Liquid gold is poured to form gold dore bars at Newmont Mining's Carlin gold mine operation near Elko, Nevada May 21, 2014.

REUTERS/RICK WILKING

Bigger isn't better for the world's gold miners, who are increasingly making "bite-sized" developments that carry less risk of budget disasters and fewer of the political and environmental disputes that have derailed mega-mines in recent years..

Link: http://www.reuters.com/article/2015/06/05/us-mining-gold-insight-idUSKBN0OL0BY20150605

VRIC 2015: Jüngstes Interview mit Branchen-Guru Rick Rule

Hörenswert:

TSXV Not All Carnage and Wreckage: Rick Rule

Wednesday January 21, 2015, 10:00am PST - By Charlotte McLeod+ - Exclusive to Resource Investing News

Rick Rule, founder of Sprott Global Resource Investments, is a fixture at mining industry events, and Cambridge House International’s 2015 Vancouver Resource Investment Conference was no different. Held at the Vancouver Convention Center from January 18 to 19, it saw Rule sit on a number of panels and talks.

Despite his busy schedule, Rule was able to take a few minutes to speak with Resource Investing News about a variety of topics, including what global catalysts investors should be watching for in 2015, whether any juniors present opportunities and just what’s going on with the gold price.

Highlights include Rule’s thoughts on the economy. Though he noted that the US equity markets have been indicating for the last six months that a recovery is in place, he said he hasn’t seen that recovery. “If we actually have a recovery, if the equity markets are right, the resource markets will rip. The problem with resources has not been too much supply, it has been very weak, very, very, very tepid global demand. If we see a recovery, if the major equity markets are right and we see a genuine recovery … then the resource markets will rip,” he said.

He also commented on the TSXV, stating that about 20 percent of the companies on the exchange have a reason to exist. While that makes 80 percent of them superfluous, it also means that “within that 20 percent there are some truly outstanding companies … there are some superb people out there doing some superb work. And what’s great about a bear market is that these guys are on sale cheap. The best of the best goes on sale with the flotsam and jetsam.”

Rule concluded, “the idea that everything on the TSXV is carnage or wreckage, that there’s no quality, is idiotic..”

Link: http://resourceinvestingnews.com/81493-rick-rule-sprott-tsxv-gold-silver-price-us-dollar.html

BHP Billiton: Fokus auf Produktivitätssteigerung und Generierung von Aktionärswerten

BHP Billiton (NYE:BHP), der größte Rohstoff-Konzern der Welt, gab in einer Pressemitteilung bekannt, dass der Branchenführer noch mehr Wert auf die Steigerung der Profitabilität, Gewinnmargen und Kapitaleffizienz legen wird. Die geplanten Projekt-Investitionen werden in den nächsten zwei Jahren sinken..

Focusing on Operating and Capital Productivity

November 24, 2014

• BHP Billiton is now targeting US$4 billion of annualised productivity gains in its core portfolio by the end of the 2017 financial year, a US$500 million increase on previous guidance.
• Improved capital productivity will allow planned investment to be reduced from US$14.8 billion to US$14.2 billion in the 2015 financial year and to US$13 billion in the 2016 financial year with no change to expected production growth.
• In Copper, productivity initiatives including low cost debottlenecking projects are expected to offset grade decline over the medium term.
• In Coal, we have re-established our competitive advantage by closing high-cost capacity and sustainably reducing costs.

BHP Billiton today increased its target for productivity gains within its core portfolio and provided new guidance that highlighted its ability to reduce investment without compromising growth. It also provided updates on its Copper and Coal businesses..

Quelle: bhp.com

Die Aktie des Schwergewichts fiel in den letzten Tagen auf neue Mehrjahres-Tiefstände, was vor allem auf den heftigen Sell-Off beim Eisenerzpreis zurückzuführen ist. Und gerade die Eisenerzsparte ist bei den Big 3 im Minensektor nach wie vor der wichtigste Gewinn- und Cashflow-Generator..

Quelle: yahoo.finance.com

Randgold auf dem Weg zum 1 MOz Gold-Produzenten

Dieses Jahr wird Randgold Resources (NDS:GOLD) planmäßig die 1 Mio. Marke bei der Gold-Förderung in Angriff nehmen und den starken Wachstums-Kurs fortsetzen. Der versierte CEO Mark Bristow gibt sich optimistisch diesen großen Meilenstein in 2014 zu erreichen:

Randgold still on gold growth track to 1 million ounces/year

Randgold CEO, Mark Bristow, maintains his positive assessment of the company’s 2014 gold output plans when it should exceed 1 million ounces per year. 

Author: Lawrence Williams -Posted: Tuesday , 25 Feb 2014 - LONDON (Mineweb) 

Talking at the BMO Global Metals and Mining Conference in Miami, Randgold Resources CEO, Mark Bristow, reiterated that despite low gold prices his company’s long term growth strategy remains intact. The gold miner, which is nowadays borderline mid-tier to major producer is in the process of bringing its biggest mine, Kibali, up to speed with a production target at this single operation this year of 550,000 ounces of gold – although only 45% is attributable to Randgold..

Link: http://www.mineweb.com/mineweb/content/en/mineweb-gold-news?oid=230561&sn=Detail 

Quelle: bigcharts.com

Die nächsten Gold-Produzenten im Junior-Minen-Sektor

Zahlreiche Junior-Firmen visieren den Start von Goldminen in den nächsten Jahren an.

Folgend eine selektive Übersicht über die geplanten Produktions-Starts von sämtlichen Junior-Gesellschaften im Goldminen-Sektor. 

Wie immer kann es bei den Junior-Firmen in der anspruchsvollen, kapitalintensiven und herausfordernden Projekt-Entwicklung natürlich zu größeren Abweichungen im Fahrplan kommen. Ganz zentral stehen natürlich die Finanzierungs-Chancen für jegliche Goldminen.

2014:
- Atico Mining
- Excalibur Resources
- Ressources Appalaches



2015+:
- Sulliden Gold
- Rubicon Minerals
- Guyana Goldfields
- True Gold Mining
- Torex Gold Resources
- Golden Queen Mining
- Roxgold
- Sunridge Gold



2016-2017+:
- Asanko Gold
- Continental Gold
- Premier Gold Mines
- Red Eagle Mining
- Sandspring Resources
- Sabina Gold & Silver
- Romarco Minerals
- Dalradian Resources
- Corvus Gold
- Gold Canyon Resources
- Atacama Pacific Gold
- Midas Gold
- Lydian International
- Midas Gold
- Probe Mines
- Orezone Resources
- Western Copper & Gold

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.

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