Neues Interview mit Top-Unternehmer und Milliardär Ross Beaty über die Energiewende

Hörenswertes Interview mit der Investoren-Legende Ross Beaty aus Kanada:

Billionaire Energy Magnate: Russia needs to re-think its addiction to oil or it will be left behind

Interview mit dem legendären Chairman Pierre Lassonde von Franco-Nevada über den Royalty-Sektor

Empfohlenes Interview:

The chairman of Franco-Nevada talks gold royalties

Pierre Lassonde, chairman at Franco-Nevada, joins BNN for a look at how the company has been performing and what is next for the gold-royalty company..

Link: http://www.bnn.ca/commodities/video/the-chairman-of-franco-nevada-talks-gold-royalties~963088

Quelle: stockcharts.com

Quelle: stockcharts.com

Ivanhoe Mines, Zijin Mining: Video zur Weltklasse Kakula-Kamoa Kupfer-Discovery

Großartige Einblicke in eine der bedeutendsten Kupfer-Entdeckungen weltweit:

"The Kamoa Copper Project — a joint venture between Ivanhoe Mines and Zijin Mining Group Co., Ltd. — has been independently ranked as the world’s largest, undeveloped, high-grade copper discovery by international mining consultant Wood Mackenzie. It is a very large, near-surface, stratiform copper deposit with adjacent prospective exploration areas within the Central African Copperbelt, approximately 25 kilometres west of the town of Kolwezi and about 270 kilometres west of the provincial capital of Lubumbashi.."

Ivanhoe Mining's (T.IVN) legendärer Chef Robert Friedland hielt gestern auf der Mines & Money Americas Minen-Konferenz in Toronto einen herausragenden Vortrag - hier finden Sie dazu mehr Informationen. Der Highflyer setzt währenddessen seine spektakuläre Revaluation fort..

Quelle: stockcharts.com

Vancouver Resource Investment Conference 2016: Interview mit Rob McEwen

Jochen Staiger von der SRC hat auf der VRIC 2016 auch ein hörenswertes Interview mit der Branchenlegende Rob McEwen von Gold-Produzent McEwen Mining (MUX) aufgenommen:

McEwen Mining: Reducing Costs & Increasing Production Plus Additional Projects on hold

Quelle: bigcharts.com

Vancouver Resource Investment Conference 2016: Interview mit Brent Cook

Jochen Staiger von der SRC hat auf der VRIC 2016 ein sehenswertes Interview mit der Branchenlegende Brent Cook aufgenommen:

Brent Cook: "I´ve been Negative for the Past 4-5 Years, but I Started Buying Stocks Recently"

Neues Interview mit Brent Cook über seine Favoriten unter den Junior-Goldminen

Brent Cook und sein neustes Interview auf BNN, wie immer ein Blick wert.

Link: http://www.bnn.ca/Video/player.aspx?vid=796289

Neues Interview mit Rick Rule über Uran, Gold und Silber

Die neusten Einblicke von der erfahrenen Branchenlegende sind wie immer einen Blick wert:

Quelle: palisaderadio.com

Warren Buffett sieht antizyklische Chancen in der Ölsand-Branche, Berkshire Hathaway erhöht Anteil an der kanadischen Suncor Energy

Sehr interessante News:

Warren Buffett keeps the faith in oilsands as Berkshire Hathaway Inc raises stake in Suncor Energy Inc

Republish
Reprint

Yadullah Hussain | November 16, 2015 11:53 AM ET
More from Yadullah Hussain | @Yad_FPEnergy

Nati Harnik/AP Photo fileWarren Buffett has kept the faith in the oilsands at a time when investor sentiment towards the sector has soured.

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One of the world’s savviest investors has kept the faith in the oilsands at a time when investor sentiment towards the sector has soured..

Link: http://business.financialpost.com/news/energy/warren-buffett-keeps-the-faith-in-oilsands-as-berkshire-hathaway-inc-raises-stake-in-suncor-energy-inc

Freeport-McMoRan vor signifikanten Umstrukturierungen: Carl Icahn geht an Bord, positioniert zwei Vorstandsmitglieder

Wie es zu erwarten war. Hierzu ein aktueller Bericht vom WSJ:

Freeport-McMoRan Adds 2 Icahn Directors

Move comes day after struggling mining and energy company had cut board by 44%

Freeport-McMoRan Inc. said Wednesday that it added two new independent board members through an agreement with billionaire investor Carl Icahn, a day after the mining and energy company reduced its number of directors by 44%..

Link: http://www.wsj.com/articles/freeport-mcmoran-adds-2-icahn-directors-1444226819

Quelle: stockcharts.com

Quote:

Freeport: A bump and a wink from Icahn

Freeport shares go on a little run, with some help from you-know-who..

Link: http://www.mineweb.com/news/base-metals-and-minerals/freeport-a-bump-and-a-wink-from-icahn/

BNN - Lukas Lundin says he’s back on the acquisition trail

Der legendäre Rohstoff-Entrepreneur Lukas Lundin stellt sich einigen Fragen auf BNN.

Recommended Video-Interview: http://www.bnn.ca/Video/player.aspx?vid=721212

Quelle: bnn.ca

Hedgefonds-Legende und Milliardär Stanley Druckenmiller platziert massive Wette auf Gold

Das wahre "smart money" positioniert sich weiter antizyklisch im hoch kontroversen Gold-Sektor:

Billionaire Stanley Druckenmiller Loads Up On Gold, Makes It His Largest Position For First Time Ever

Submitted by Tyler Durden on 08/16/2015 17:40 -0400

• Monetary Policy
 
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Over the past several years, one of the biggest critics of the Fed's ruinous monetary policy has been billionaire investor Stanley Druckenmiller, who in 2010 announced he would be shutting down his legendary Duquesne Capital Management, and convert it to a family office. Yet, despite his constant drumbeat of warnings that the period of ZIRP/QE/NIPR will end in tears, he had yet to put money where his mouth was (aside for a brief period in mid-2012 when we bought a lot of GLD calls, only to unwind the almost instantly).

This ended on June 30, when following Friday's filing by the Duquesne Family Office, we learned that as of the end of Q2, the largest position for Stanley Druckenmiller was none other than gold, following the purchase of 2.9 million shares of the GLD ETF shares. In other words, as of this moment, gold amount to over 20% of Druckenmiller's total holdings.

In a world in which starved for ideas alpha-chasers do anything and everything that billionaires report they did a month and a half ago, we wonder if this marks the end of the relentless liquidation in the GLD, which recently hit a multi-year low, as a result driving the price of paper gold to multi-year lows even as physical demand has approached record levels.

So with Druckenmiller now back and strapped in for the ride, we wonder which other prominent investor will promptly follow..?

Link: http://www.zerohedge.com/news/2015-08-16/billionaire-stanley-drucknemiller-loads-gold-makes-it-his-largest-position-first-tim

Quelle: zerohedge.com

Quelle: http://www.valuewalk.com/wp-content/uploads/2013/05/Stanley-Druckenmiller-Ira-Sohn.jpg

Skeena Resources: Interview mit dem legendären Chairman Ron Netolitzky

Klasse Interview von meinem Kollegen Tommy Humphreys auf CEO.CA:

Netolitzky Drills For Wealth Creation Hat-Trick In B.C.’s Golden Triangle (SKE.v)

POSTED ON JULY 20, 2015 BY TOMMY HUMPHREYS
CATEGORY FEATURED INTERVIEW, SKEENA RESOURCES,

“In our business, you make it taking shots.”
Ron Netolitzky, 2014 Canadian Mining Hall of Fame inductee

Prospector Ron Netolitzky found his footing exploring for uranium in the northern Saskatchewan muskeg while oil patch consulting on the side, but it was in the mountains of northwestern British Columbia that he found his fortune.

In the late 80s, the geologist discovered the rich Snip and Eskay Creek mines in northwestern B.C.’s Golden Triangle, sparking both a staking rush on the ground and a trading frenzy on the old Vancouver Stock Exchange. Here—through a junior called Delaware Resources—Netolitzky and his partners optioned the Snip property from Cominco, who had held it for around twenty years but had never drilled it..

Link: http://ceo.ca/2015/07/20/ron-netolitzky-walt-coles-skeena-resources-interview/

Quelle: skeenaresources.com

Quote:

Netolitzky's Gold-Explorer Skeena Resources: Volle Kassen und große Pläne in British Columbia

Informativer Artikel von Analyst Peter Epstein über das interessante Junior-Unternehmen Skeena Resources (TSX-V:SKE), das von einem der renommiertesten Manager in der nordamerikanischen Mining-Szene (Ron K. Netolitzky) geführt wird..

Link: http://rohstoffaktien.blogspot.de/2015/07/netolitzkys-gold-explorer-skeena.html

Netolitzky's Gold-Explorer Skeena Resources: Volle Kassen und große Pläne in British Columbia

Informativer Artikel von Analyst Peter Epstein über das interessante Junior-Unternehmen Skeena Resources (TSX-V:SKE), das von einem der renommiertesten Manager in der nordamerikanischen Mining-Szene (Ron K. Netolitzky) geführt wird.

Vorneweg der Link zur aktuellen Firmen-Präsentation für gute Hintergrundinformationen, sowie der Verweis zu Epstein's Folge-Beitrag:

Netolitzky’s Skeena Resources Funded for 12-18 Months, Aggressive Drilling Commencing Soon

 by Peter Epstein |  posted in: Interviews, Mining stocks, Skeena Resources |  0

Peter Epstein, CFA, MBA   EpsteinResearch.com   @peterepstein2  

As reported, Skeena Resources (SKE.V) announced an up-sized, non-brokered C$8.1 million capital raise with no warrants attached. This is a tremendous outcome that de-risks Skeena’s Spectrum project by eliminating funding risk for the next 12-18 months. A number of institutions invested in this round and the prior one, and allows the company to actively pursue its dream list of drill targets with a comfortable cash cushion. On June 29th, Skeena received a 3-year drilling permit, began field work and camp construction, and is mobilizing two drills to the Spectrum high-grade gold project. Fieldwork, which commenced June 15, includes re-sampling of historic core, soil sampling and prospecting under the direction of Jacques Stacey, MSc, PGeol, Project Manager..

In addition, geological mapping is being led by Dr. Jim Oliver, PGeo, consultant. Camp and drill pad construction is underway, and drilling is expected to begin on or about July 2nd. A total of 10,000 to 12,000 m of drilling in 50 to 60 holes is planned for this season, with holes averaging 200 m, and ranging from 50 m to 350 m in depth. The drill program has been designed to expand the historic resource, while other holes will test the East Creek zone and other outlying targets. A NI 43-101 resource estimate is expected to be completed in the fall of 2015.

I see a good chance of Skeena delivering a solid maiden resource in the next 6 months and possibly a second one within 6 months of the maiden resource. In my opinion, if 1 million + ounces in a first or second resource report is achieved, the stock price of C$0.065 could double or triple by then, $0.065 would be a distant memory. Further, it’s my understanding that due in part to the historic data, a meaningful portion of the next two NI 43-101 reports could be in the Indicated category. Readers of my prior articles [Here], [Here] and [Here] know the following. Skeena is drilling on a site with a non NI 43-101 compliant historical resource of 244k ounces of gold and has confirmed high-grade gold with its own drill campaigns (see below). The company’s very valuable database of geological mapping, geochemical sampling, trenching and more than 100 diamond drill holes (>14,000 metres) and one adit on Hawk vein (278m of workings) makes the Spectrum Project more than merely an early-stage prospect. One of the foremost geologists on the planet, Ron K. Netolitzky, M. Sc, with extensive knowledge of the Gold Triangle of Northwestern British Columbia, is the Chairman and second largest shareholder. Add to the above facts, a large pile of cash on the balance sheet..

Link: http://epsteinresearch.com/2015/07/06/netolitzkys-skeena-resources-funded-for-12-18-months-aggressive-drilling-commencing-soon/

Quelle: skeenaresources.com

Quote:

Skeena seeks next discovery in BC's Golden Triangle

VANCOUVER — It’s been more than two decades since veteran geologist Ron Netolitzky won the Prospectors & Developers Association of Canada’s Bill Dennis Prospector of the Year award for his role in exploring and financing the Eskay Creek and Snip discoveries in northwestern B.C. But Netolitzky-led Skeena Resources (TSXV: SKE; US-OTC: SKREF) is hoping that this scene of past success will reveal more discoveries..

Link: http://www.northernminer.com/news/skeena-explores-for-new-gold-b-c-s-historic-camps/1003407877/?&er=NA

Integra Gold: Mit der Crowdsourcing-Innovation auf den Spuren von Rob McEven bei Goldcorp

Großartige Idee von Junior-Firma Integra Gold (TSX-V:ICG), die quasi die legendäre "Goldcorp-Challenge" wiederholen wollen, welche damals von Branchenlegende Rob McEven im Weltklasse Red Lake Gold District ins Leben gerufen wurde und zu einem der größten Erfolge in der globalen Goldminenbranche führte.

Integra erhielt nach der spannenden Firmen-News sogar ein Feature von Bloomberg:

Crowdsourcing Is Canadian Miner’s Answer to Slumping Gold

by Gerrit De Vynck June 23, 2015 — 3:50 PM CESTUpdated on June 23, 2015 — 10:20 PM CEST

When Integra Gold Corp. bought the Sigma-Lamaque mine in Quebec last year, it came with an unexpected treasure trove: 70 years of prospecting data.

Now the Canadian miner plans to start an Internet-based gold rush with the six terabytes of information.

Instead of analyzing the drill-sample reports and geological surveys it found among papers and folders at Sigma-Lamaque, Integra will upload the studies to the Web and let anyone sift through them. Whoever finds the next multimillion-ounce deposit wins a C$1 million ($811,000) prize.

Integra is betting the crowdsourcing initiative can be a cheap alternative to inject some much-needed innovation into an industry that’s struggling with high costs and low commodity prices, said Stephen de Jong, chief executive officer of the Vancouver-based company.

“The price of whatever commodity, in our case gold, has come down quite a bit,” De Jong said. “There’s just not the excess capital. Now are the times when we really need that innovation.”

The end of a decade-long commodity bull market is forcing mining companies to cut back on research and exploration..

Link/Quelle: http://www.bloomberg.com/news/articles/2015-06-23/gold-crowdsourcing-is-miner-s-answer-to-slumping-price

Quelle: integragold.com

Rohstoffbranche, Minenaktien, Junior-Mining: Aktueller Essay von Branchen-Legende Brent Cook über das Big Picture und den letzten großen Bärenmarkt

MUST READ.

What was it like Dad?

POSTED ON JUNE 22, 2015 - BY BRENT COOK - CATEGORY STORIES,

First published in Brent Cook’s Exploration Insights newsletter – June 14, 2015.

It was tough kid. We were just coming out of the most perfect spring. The fruit trees were all in blossom, streams filled with fish, deer abounded, and we were all feeling pretty right with the world—we owned it and were the chosen ones.

Then we headed out across the flats, believing the prophets that the next paradise, just over the horizon, was even better. But the horizon never came, the land turned to salt flats and dust; the temperature reached 110°, day after day after day. We burned and suffered. The roving bandits knew we were doomed and had no interest in what little we had left. Each promising oasis was a mirage and one by one we lost our way, numbed and staggering in all directions. We lost nearly everyone on that journey which began so optimistically—and naively.

It was brutal and devastating kid; I hope to never go through that again. But some of us did survive to carry on, and I’m here to tell you about it..
Link: http://ceo.ca/2015/06/22/what-was-it-like-dad/

Länderrisiken: Regierung der Demokratischen Republik Kongo stellt Deal von Ivanhoe Mines mit der chinesischen Zijin Mining in Frage

Aktuelles Update von Reuters:

UPDATE 1-Congo says Ivanhoe Mines' Kamoa deal should be suspended

(Reuters) - Democratic Republic of Congo said on Tuesday that Ivanhoe Mines' sale of a stake in the Kamoa copper mine to China's Zijin Mining should be suspended until concerns raised by the government can be resolved.

Vancouver-based Ivanhoe announced last month that it would sell a 49.5 percent stake in Ivanhoe subsidiary Kamoa Holding Ltd to China's Zijin Mining Group Co Ltd for $412 million..

..

"..The government also vowed to reevaluate the Kamoa mine's legal status in Congo.."

Link: http://www.reuters.com/article/2015/06/16/ivanhoe-mines-zijin-congodemocratic-idUSL5N0Z24KV20150616?feedType=RSS&feedName=basicMaterialsSector

Quelle: pennystockjournal.blogspot.com

Quote:

Ivanhoe Mines erreicht großen Meilenstein für Kamoa in der DRC: Bedeutendes Joint-Venture und Projekt-Teilverkauf an den chinesischen Minengiganten Zijin

BIG DEAL für Afrika-Pionier und Mammut-Developer Ivanhoe Mines (TSX:IVN) in der DRC..

Link: http://rohstoffaktien.blogspot.de/2015/05/ivanhoe-mines-erreicht-groen.html

Milliardär Thomas Kaplan geht mit Electrum auf Jagd im Minensektor

Top-News für die Minenbranche. Ein weiterer legendärer Investor sammelt noch mehr Kapital ein, um sich am Boden zu positionieren..

Electrum Special Acquisition Corporation Announces Pricing of Initial Public Offering

NEW YORK, Jun 11, 2015 (BUSINESS WIRE) -- Electrum Special Acquisition Corporation (the "Company") today announced the pricing of its initial public offering of 17,500,000 units at $10.00 per unit. Each unit consists of one ordinary share and one warrant to purchase one-half of one ordinary share for $5.75 per half share, subject to adjustment.

The units are expected to begin trading Thursday, June 11, 2015 on the NASDAQ Capital Market under the symbol "ELECU." Once the securities comprising the units begin separate trading, the ordinary shares and warrants are expected to be listed on the NASDAQ Capital Market under the symbols “ELEC” and “ELECW,” respectively.

The Company is a blank check company formed for the purpose of acquiring, engaging in a share exchange, share reconstruction and amalgamation with, purchasing all or substantially all of the assets of, entering into contractual arrangements with, or engaging in any other similar business combination with, target businesses. Although the Company’s search for a target business is not limited to a particular industry or geographic region, it intends to focus its search on target businesses that operate in the metals and mining industry, with an emphasis on gold and other precious metals. An affiliate of The Electrum Group LLC, a privately held global natural resources investment management company that manages the assets of Thomas S. Kaplan and other institutional investors, is acting as the Company’s sponsor..

Quelle: http://www.marketwatch.com/story/electrum-special-acquisition-corporation-announces-pricing-of-initial-public-offering-2015-06-11

Quelle: forbes.com

Ivanhoe Mines erreicht großen Meilenstein für Kamoa in der DRC: Bedeutendes Joint-Venture und Projekt-Teilverkauf an den chinesischen Minengiganten Zijin

BIG DEAL für Afrika-Pionier und Mammut-Developer Ivanhoe Mines (TSX:IVN) in der DRC:

Ivanhoe Mines and China's Zijin Mining Group Sign Landmark Agreement to Co-Develop the World-Scale Kamoa Copper Discovery in the Democratic Republic of Congo

Zijin to acquire 49.5% of Ivanhoe's Kamoa stake for a total cash consideration of US$412 million

Zijin holds option to acquire an additional 1% share upon successfully arranging project financing for 65% of the first phase of Kamoa's development costs

XIAMEN, CHINA--(Marketwired - May 26, 2015) - Robert Friedland, Executive Chairman of Ivanhoe Mines Ltd. (TSX:IVN), and Lars-Eric Johansson, Chief Executive Officer, announced today that Ivanhoe and Zijin Mining Group Co., Ltd. have agreed to a strategic co-development of the Kamoa copper discovery in the Democratic Republic of Congo.

Under terms of agreements signed in Xiamen, Zijin - through its subsidiary, Gold Mountains (H.K.) International Mining Company Limited - will buy a 49.5% share interest in Kamoa Holding Limited (Kamoa Holding), an Ivanhoe subsidiary that presently owns 95% of the Kamoa Project, for an aggregate consideration of US$412 million (approximately C$506 million).

The purchase price will be satisfied by an initial payment of US$206 million in cash upon the closing of the transaction, which is expected on or about July 31, 2015, and is subject to Zijin's receipt of approvals by the government of the People's Republic of China, and certain other customary closing conditions.

The agreements specify that the remaining US$206 million will be paid in five equal installments, payable every 3.5 months from closing and continuing through the remainder of 2015 and into 2016..

..

"This agreement with Zijin, one of the world's most accomplished miners, is further confirmation of Kamoa's distinction as one of the most significant, undeveloped mineral discoveries of our age and charts a course for the realization of significant benefits for all of Ivanhoe's and Zijin's stakeholders as well as the Congolese people. Together with the Congolese government and Zijin, we aim to meet the expectations of the Congolese people and our stakeholders in Katanga as we proceed to build a world-class, new copper mine," said Mr. Friedland.

"The strategic partnership with Ivanhoe announced today, through which we plan to jointly develop Kamoa, will turn our respective strengths into synergies that will create significant value for both Zijin and Ivanhoe shareholders, as well as the societies in which we operate," Mr Chen added..

Link: http://www.marketwired.com/press-release/ivanhoe-mines-chinas-zijin-mining-group-sign-landmark-agreement-co-develop-world-scale-tsx-ivn-2023010.htm

Quelle: ivanhoemines.com

Quelle: bigcharts.com

Neues Interview mit Investoren-Legende und Rohstoff-Guru Rick Rule

Wie immer hörenswert - credit to Sprott:

Neues Interview mit Branchenlegende und Spekulant Rick Rule

Lesenswerte Zeilen - credit to CEO.CA:

Famed mining speculator Rick Rule on takeovers, technology and politics

POSTED ON MAY 07, 2015 BY TOMMY HUMPHREYS
CATEGORY RICK RULE, SPROTT GROUP,

“Are you a contrarian or are you a victim?” Rick Rule

Today we are talking about liberty, social media and the securities business with Rick Rule, the best communicator in the mining investment business, and the chairman of Sprott USA, the world’s leading natural resources and precious metals investor..

Link: http://ceo.ca/2015/05/07/famed-mining-speculator-rick-rule-on-takeovers-technology-and-politics/