Quelle: bloomberg.com, zerohedge.com
Posts mit dem Label Goldproduzenten werden angezeigt. Alle Posts anzeigen
Posts mit dem Label Goldproduzenten werden angezeigt. Alle Posts anzeigen
Mittwoch, 16. August 2017
Goldminen-ETF GDX: Short-Interest Quote steigt auf den höchsten Stand seit Februar 2016
Die Wall Street wettet einmal mehr auf den nächsten Crash bei den Goldminen. Erneut ein Kontraindikator?
Mittwoch, 28. Juni 2017
Sibanye Gold visiert Wiederaufnahme der Cooke Goldmine in Südafrika an
Hierzu ein aktueller Beitrag auf Mining Weekly:
Sibanye Gold aims to restart Cooke mine this week
JOHANNESBURG – South African precious metals producer Sibanye Gold aims to resume production at its strike-hit Cooke Mine later this week, but first plans to conduct safety inspections in the shafts on Monday..
Sibanye Gold aims to restart Cooke mine this week
JOHANNESBURG – South African precious metals producer Sibanye Gold aims to resume production at its strike-hit Cooke Mine later this week, but first plans to conduct safety inspections in the shafts on Monday..
Quelle: Sibanye Gold
Sonntag, 25. Juni 2017
Samstag, 10. Juni 2017
Goldcorp und Barrick Gold finalisieren Partnerschaftsabkommen in Chile
Das neue JV kontrolliert eine gigantische Ressourcen-Basis von über 50 Mio. Goldunzen und mehr als 15 Mrd. Pfund Kupfer im rohstoffreichen Maricunga-Minenbezirk in Chile:
Goldcorp Announces Completion of the Formation of a 50/50 Joint Venture With Barrick
June 09, 2017
VANCOUVER, June 9, 2017 /CNW/ - GOLDCORP INC. (TSX: G, NYSE: GG) ("Goldcorp") today announced that it has closed the previously announced transactions that resulted in the formation of a 50/50 joint venture with Barrick Gold Corporation ("Barrick") in the Maricunga District in Chile.
Under the terms of the transactions and the previously announced offer to acquire Exeter Resource Corporation("Exeter"), Goldcorp and Barrick will jointly control more than 20,000 hectares of mineral properties in the Maricunga District with the Cerro Casale and Caspiche deposits..
Goldcorp Announces Completion of the Formation of a 50/50 Joint Venture With Barrick
June 09, 2017
VANCOUVER, June 9, 2017 /CNW/ - GOLDCORP INC. (TSX: G, NYSE: GG) ("Goldcorp") today announced that it has closed the previously announced transactions that resulted in the formation of a 50/50 joint venture with Barrick Gold Corporation ("Barrick") in the Maricunga District in Chile.
Under the terms of the transactions and the previously announced offer to acquire Exeter Resource Corporation("Exeter"), Goldcorp and Barrick will jointly control more than 20,000 hectares of mineral properties in the Maricunga District with the Cerro Casale and Caspiche deposits..
Quelle: goldcorp.com
Mittwoch, 22. Februar 2017
Rye Patch Gold: Besichtigung der Florida Canyon Gold- und Silbermine in Nevada
Hierzu ein paar visuelle Eindrücke von der spannenden Minen- und Projekt-Tour bei Junior-Produzent Rye Patch Gold (V.RPM). Alle detaillierten und exklusiven Informationen inkl. Videos gibt es hier.
Quelle: Own Data (c) JRB
Quelle: Own Data (c) JRB
Quelle: Own Data (c) JRB
Quelle: Own Data (c) JRB
Quelle: Own Data (c) JRB
Quelle: Own Data (c) JRB
Quelle: stockcharts.com
Dienstag, 13. Dezember 2016
Donnerstag, 8. Dezember 2016
Gold- & Silberminen, GDXJ: Fundamental-Kennziffern im 3. Quartal 2016
Informative Übersicht über die Q3-Entwicklung von ein paar ausgewählten, fundamentalen und operativen Kennziffern bei den kleinen bis mittelgroßen Gold- und Silberproduzenten im GDXJ - credit to ZealLLC:
Quelle: zealllc.com
Quelle: zealllc.com
Gold- & Silberminen, GDX: Fundamental-Kennziffern im 3. Quartal 2016
Informative Übersicht über die Q3-Entwicklung einiger fundamentalen und operativen Kennziffern bei den großen Gold- und Silberproduzenten im GDX - credit to ZealLLC:
Quelle: zealllc.com
Quelle: zealllc.com
Freitag, 2. Dezember 2016
Junior-Gold- und Kupferproduzent K92 Mining: Positive Analysten-Kommentare nach Projektbesichtigung
Hierzu ein aktueller Bericht auf BNN:
K92 Mining impresses on first analyst tour of Kainantu
It didn’t take long after the first analyst tour of K92 Mining’s Kainantu Project in Papua New Guinea for bullish comments to start rolling in on this gold-copper asset that K92 acquired from Barrick Gold in 2015.
Production Fast Track with Massive Exploration Potential was the title of the Nov. 22, 2016 report issued by Clarus Securities analyst Nana Sangmuah after he spent time onsite in mid-November, alongside of other industry professionals from GMP Securities, Haywood Securities, and Macquarie. The site tour was hosted by K92 chief operating officer and director, John Lewins, and included visits to the underground operations, the processing facilities and surface infrastructure, and the large exploration tenements hosting multiple high priority exploration targets.
Further highlighting the upside, this post site visit report from Clarus notes, “We estimate a production growth rate of 200 per cent for KNT from 2017 to 2019, ahead of growth rate of peers averaging 21 per cent. Despite its compelling growth rate, KNT trades at a 0.3x P/NAV multiple, a ~60 per cent discount to junior producer peers trading at an average of 0.8x NAV.”
Haywood analyst Mick Carew commented in his initial post site visit report published on Nov. 23, 2016, “While the restart of mining at Irumafimpa represents a clear milestone for the Company, we see the medium- and long-term potential of the Kainantu project as particularly significant. With a recent PEA for the adjacent Kora deposit delivering a robust pre-tax NPV (five per cent) of US $415 million (US $386 million using an eight per cent discount rate) and an IRR of 113 per cent based on a 400,000 tpa operation, the current resource base at both Kora and Eutompi could be expanded.”
The past two months have been particularly busy for K92, with the company having commenced production from the Irumafimpa Deposit and then following it up by announcing the results of a PEA at the Kora Deposit, which is being targeted as the second deposit coming online. These two big fundamental achievements were recently described as the definition of a true “double-header," given that they concurrently occurred. With the restart commenced and given the company is providing clear guidance as to how it plans to dramatically grow production, K92’s recent share price represents not only a big discount to their peer group in terms of where the company is valued as a ratio of net asset value, but this is also combined with a much faster rate of production growth targeted.
K92 president Bryan Slusarchuk states, “The technical team onsite has done a great job getting production started on schedule and concurrently completing the PEA, which gives investors a clear growth path. The current discount to peer group valuation ought to appeal to deep value investors, while the growth rate targeted should appeal to investors seeking growth. With the project in great shape on the ground, we are now looking to expand the company’s profile as to make sure more and more investors follow us as the business plan is executed. While the project hosts high grade gold, many people are also starting to realize that Kora has a very strong copper component to it and that is also attracting attention given copper’s recent move.”
K92 is currently in the process of ramping up production towards steady state and also has two drill rigs onsite, one conducting grade control drilling, and one geared towards expansion and exploration drilling. The company has a strong group of institutional shareholders and trades in Canada under the symbol KNT (TSX.V), in the U.S. (KNTNF) and in Germany (92K).
Link: http://www.bnn.ca/k92-mining-impresses-on-first-analyst-tour-of-kainantu-1.620069
K92 Mining impresses on first analyst tour of Kainantu
It didn’t take long after the first analyst tour of K92 Mining’s Kainantu Project in Papua New Guinea for bullish comments to start rolling in on this gold-copper asset that K92 acquired from Barrick Gold in 2015.
Production Fast Track with Massive Exploration Potential was the title of the Nov. 22, 2016 report issued by Clarus Securities analyst Nana Sangmuah after he spent time onsite in mid-November, alongside of other industry professionals from GMP Securities, Haywood Securities, and Macquarie. The site tour was hosted by K92 chief operating officer and director, John Lewins, and included visits to the underground operations, the processing facilities and surface infrastructure, and the large exploration tenements hosting multiple high priority exploration targets.
Further highlighting the upside, this post site visit report from Clarus notes, “We estimate a production growth rate of 200 per cent for KNT from 2017 to 2019, ahead of growth rate of peers averaging 21 per cent. Despite its compelling growth rate, KNT trades at a 0.3x P/NAV multiple, a ~60 per cent discount to junior producer peers trading at an average of 0.8x NAV.”
Haywood analyst Mick Carew commented in his initial post site visit report published on Nov. 23, 2016, “While the restart of mining at Irumafimpa represents a clear milestone for the Company, we see the medium- and long-term potential of the Kainantu project as particularly significant. With a recent PEA for the adjacent Kora deposit delivering a robust pre-tax NPV (five per cent) of US $415 million (US $386 million using an eight per cent discount rate) and an IRR of 113 per cent based on a 400,000 tpa operation, the current resource base at both Kora and Eutompi could be expanded.”
The past two months have been particularly busy for K92, with the company having commenced production from the Irumafimpa Deposit and then following it up by announcing the results of a PEA at the Kora Deposit, which is being targeted as the second deposit coming online. These two big fundamental achievements were recently described as the definition of a true “double-header," given that they concurrently occurred. With the restart commenced and given the company is providing clear guidance as to how it plans to dramatically grow production, K92’s recent share price represents not only a big discount to their peer group in terms of where the company is valued as a ratio of net asset value, but this is also combined with a much faster rate of production growth targeted.
K92 president Bryan Slusarchuk states, “The technical team onsite has done a great job getting production started on schedule and concurrently completing the PEA, which gives investors a clear growth path. The current discount to peer group valuation ought to appeal to deep value investors, while the growth rate targeted should appeal to investors seeking growth. With the project in great shape on the ground, we are now looking to expand the company’s profile as to make sure more and more investors follow us as the business plan is executed. While the project hosts high grade gold, many people are also starting to realize that Kora has a very strong copper component to it and that is also attracting attention given copper’s recent move.”
K92 is currently in the process of ramping up production towards steady state and also has two drill rigs onsite, one conducting grade control drilling, and one geared towards expansion and exploration drilling. The company has a strong group of institutional shareholders and trades in Canada under the symbol KNT (TSX.V), in the U.S. (KNTNF) and in Germany (92K).
Link: http://www.bnn.ca/k92-mining-impresses-on-first-analyst-tour-of-kainantu-1.620069
Quelle: k92mining.com
Samstag, 29. Oktober 2016
Big Picture: Goldminen-ETF GDX vs. 200-Tageslinie
Nachdem sich die Goldminen (GDX) im Zuge der spektakulären Rally bis zu 60% von der 200-Tageslinie entfernt hatten, wurde diese außergewöhnliche Konstellation in der jüngsten Korrektur komplett abgebaut:
Quelle: iShares, SPDR, Vanguard, Van Eck, GDX
Freitag, 28. Oktober 2016
Mexiko: Edelmetalle bleiben die dominante Kraft in der Minenindustrie
In der mexikanischen Minenindustrie kommen Gold und Silber in 2016 auf einen Anteil (Metallwert) von rund 48%. Damit behalten die Edelmetalle ihre dominante Position:
Ein informativer Überblick über die gegenwärtig wichtigsten Minenprojekte:
Quelle: BMI
Ein informativer Überblick über die gegenwärtig wichtigsten Minenprojekte:
Quelle: BMI
Donnerstag, 27. Oktober 2016
Große Goldproduzenten legen solide Finanzergebnisse für das 3. Quartal 2016 vor
Die Zahlenflut ist da. Unter dem Strich ein ein ordentliches Quartal für die Gold Majors. Hierzu ein aktueller Bericht auf Mining Weekly:
Gold majors report upbeat Q3 earnings as costs continue to fall
27TH OCTOBER 2016
VANCOUVER (miningweekly.com) – The world's major gold producers on Wednesday reported mostly positive results for the three months ended September, saying profits increased while costs continued to fall in a higher gold price environment.
The world’s largest gold producer by output Barrick Gold reported adjusted earnings of $0.24 a share, compared with $0.11 a share in the comparable period last year. This beat analyst expectations of average earnings of $0.20 a share.
Revenue was down slightly at $2.3-billion from $2.32-billion a year earlier, while free cash flow fell to $674-million from $866-million.
Toronto-based Barrick increased its full-year 2016 production forecast to a range of 5.25-million to 5.55-million ounces of gold, from a previous target of 5-million to 5.5-million. Barrick has also lowered its estimate of all-in sustaining costs (AISC) to between $740/oz and $775/oz from a previous target of $750/oz to $790/oz.
The company added that capital expenditure for the current year was also lowered at between $1.2-billion and $1.3-billion, down from between $1.25-billion and $1.4-billion in the previous quarter.
Third-quarter gold output fell to 1.38-million ounces from 1.66-million ounces. AISC improved to $704/oz from $771/oz. Copper output fell to 100-million pounds from 140-million pounds.
Barrick reduced its debt load by $1.4-billion so far this year and the company said it was on track to meet its 2016 reduction target of $2-billion. In the medium term, it wants to reduce its $8.5-billion debt to below $5-billion.
NEWMONT DOUBLES DIVIDEND
Meanwhile, Greenwood Village, Colorado-based Newmont doubled its quarterly dividend to $0.05 from $0.025 previously. The company also refreshed its dividend policy, which is linked to the gold price. CEO Gary Goldberg stated that the revised policy had the potential to increase payout levels by more than 100%, starting in the first quarter of 2017..
27TH OCTOBER 2016
VANCOUVER (miningweekly.com) – The world's major gold producers on Wednesday reported mostly positive results for the three months ended September, saying profits increased while costs continued to fall in a higher gold price environment.
The world’s largest gold producer by output Barrick Gold reported adjusted earnings of $0.24 a share, compared with $0.11 a share in the comparable period last year. This beat analyst expectations of average earnings of $0.20 a share.
Revenue was down slightly at $2.3-billion from $2.32-billion a year earlier, while free cash flow fell to $674-million from $866-million.
Toronto-based Barrick increased its full-year 2016 production forecast to a range of 5.25-million to 5.55-million ounces of gold, from a previous target of 5-million to 5.5-million. Barrick has also lowered its estimate of all-in sustaining costs (AISC) to between $740/oz and $775/oz from a previous target of $750/oz to $790/oz.
The company added that capital expenditure for the current year was also lowered at between $1.2-billion and $1.3-billion, down from between $1.25-billion and $1.4-billion in the previous quarter.
Third-quarter gold output fell to 1.38-million ounces from 1.66-million ounces. AISC improved to $704/oz from $771/oz. Copper output fell to 100-million pounds from 140-million pounds.
Barrick reduced its debt load by $1.4-billion so far this year and the company said it was on track to meet its 2016 reduction target of $2-billion. In the medium term, it wants to reduce its $8.5-billion debt to below $5-billion.
NEWMONT DOUBLES DIVIDEND
Meanwhile, Greenwood Village, Colorado-based Newmont doubled its quarterly dividend to $0.05 from $0.025 previously. The company also refreshed its dividend policy, which is linked to the gold price. CEO Gary Goldberg stated that the revised policy had the potential to increase payout levels by more than 100%, starting in the first quarter of 2017..
Quelle: stockcharts.com
Sonntag, 9. Oktober 2016
Gold: Größter Wochen-Verlust seit Juni 2013, Goldminen auf Crashkurs
Der Goldpreis verliert in den letzten 5 Handelstagen mehr als 60 USD und verbucht damit die schwächste Handelswoche seit über 3 Jahren. Die Goldminen werden entsprechend auf Talfahrt geschickt..
Quelle: stockcharts.com
Quelle: stockcharts.com
Quelle: stockcharts.com
Freitag, 7. Oktober 2016
Gold-Giganten bedenken höheren Einsatz von erneuerbaren Energien
Das macht langfristig gesehen auf jeden Fall Sinn für die Goldproduzenten:
Gold giants looking at renewables
Barrick Gold, IAMGOLD, AurCrest Gold, Goldcorp, TMAC Resources, Newmont Mining and Gold Fields are getting serious about renewables, says an Energy and Mines analysis published on Thursday..
Gold giants looking at renewables
Barrick Gold, IAMGOLD, AurCrest Gold, Goldcorp, TMAC Resources, Newmont Mining and Gold Fields are getting serious about renewables, says an Energy and Mines analysis published on Thursday..
Donnerstag, 6. Oktober 2016
Montag, 26. September 2016
Afrika: Größte Gold-Ressourcen der Welt
Hierzu ein aktueller Bericht auf Mineweb.com:
Africa has world’s largest in-situ reserves and resources of gold
Africa has world’s largest in-situ reserves and resources of gold
According to a study by SNL Metals and Mining. - Warren Dick | 26 September 2016 00:43
A recent report on exploration trends over the last year has underlined gold’s attraction as the commodity of preference for global exploration dollars and Africa’s huge abundance of the yellow metal.
The study was carried out by SNL Metals and Mining for the period July 2015 to August 2016. Gold’s appeal was underpinned by the fact it commanded 45% of the world’s total exploration spend allocated over this period, at $3.94 billion.
The report also indicated that as at September 8, Africa had the highest in-situ value for reported reserves and resources at primary gold projects, with values totalling a mammoth $1.48 trillion (see figure below). Despite this, it was Latin America that accounted for the largest amount of planned and completed capital spending, with $5.58 billion to be invested in gold projects announced from the beginning of 2015 through the end of June this year..
A recent report on exploration trends over the last year has underlined gold’s attraction as the commodity of preference for global exploration dollars and Africa’s huge abundance of the yellow metal.
The study was carried out by SNL Metals and Mining for the period July 2015 to August 2016. Gold’s appeal was underpinned by the fact it commanded 45% of the world’s total exploration spend allocated over this period, at $3.94 billion.
The report also indicated that as at September 8, Africa had the highest in-situ value for reported reserves and resources at primary gold projects, with values totalling a mammoth $1.48 trillion (see figure below). Despite this, it was Latin America that accounted for the largest amount of planned and completed capital spending, with $5.58 billion to be invested in gold projects announced from the beginning of 2015 through the end of June this year..
Quelle: snl.com, mineweb.com
Sonntag, 25. September 2016
USA, Finanzbranche: Top 10 ETFs nach Handelsvolumen
Das führende Goldminen-ETF GDX hat es im letzten Quartal sogar in die Top 5 geschafft. Daneben befinden sich das etablierte Gold-ETF GLD und das Energy-ETF XLE unter den Rohstoff-Investments in der ETF-Spitzengruppe..
Quelle: bloomberg.com
Freitag, 23. September 2016
Webcasts vom Denver Gold Forum 2016 in Colorado Springs
Alle Präsentationen sind nun online abrufbar: http://www.denvergoldforum.org/dgf16/archived-presentation-stream-2016/company-webcasts-alphabetical-2016/
Quelle: denvergoldforum.org
Donnerstag, 22. September 2016
Nach FED-Sitzung: Goldminen explodieren unter hohem Handelsvolumen
Das führende Goldminen-ETF GDX drehte gestern frei nach oben und katapultierte die Aktienkurse der Goldproduzenten in die Höhe. Im Schnitt legten die Goldminen um mehr als 7% an Wert zu, was zu einem der besten Handelstage in den letzten Monaten führte. Das Fundament für die nächste Rallye-Stufe ist gelegt..
Quelle: stockcharts.com
Quelle: stockcharts.com
Quelle: stockcharts.com
Mittwoch, 21. September 2016
Goldproduzent Newmont Mining visiert Fortsetzung des Wachstumsplans an
Der nach Börsenwert nun wertvollste Goldproduzent der Welt, Newmont Mining (NEM), stellt weitere Wachstums- und Expansionspläne in Aussicht. Newmont gilt auch als Favorit für den Erwerb von weiteren Goldminen (u.a. Kalgoorlie Mine) vom aktuell noch größten Goldproduzenten (bzgl. Produktionsvolumen) Barrick Gold (ABX)..
Newmont's aggressive expansion plans
Newmont Mining is on an aggressive investment (and divestment) program which could see it catapult the company to the top of gold production stakes.
In a presentation at the Gold Forum in the city, Denver-based Newmont outlined projects that will add around 1 million ounces of gold to its portfolio and do so as soon as the middle of next year..
Link: http://www.mining.com/newmonts-aggressive-expansion-plans/?utm_source=twitterfeed&utm_medium=twitter
Newmont's aggressive expansion plans
Newmont Mining is on an aggressive investment (and divestment) program which could see it catapult the company to the top of gold production stakes.
In a presentation at the Gold Forum in the city, Denver-based Newmont outlined projects that will add around 1 million ounces of gold to its portfolio and do so as soon as the middle of next year..
Quelle: stockcharts.com
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