Interview live aus Toronto im Rahmen der weltgrößten Minen-Konferenz PDAC 2017

Eindrücke von den zwei letzten, großen Minen-Konferenzen in Nordamerika - live aus Toronto:

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Folgend der lesenswerte Wochenbericht von Haywood:

The Weekly Dig

Mick Carew, PhD, mcarew@haywood.com

Haywood Mining Team

Commodity Prices and Equities Remain Buoyant Post PDAC

§  It appears, at least for the time being, that commodity prices have remained buoyant throughout and beyond the Prospectors and Developers Association of Canada (PDAC) conference in Toronto this week. As reported last week, the past three years have seen a similar surge in metal prices and equities at the start of the year, only to fall in time for the world’s largest mining conference. While attendances were down on previous years (~22,000 compared to 23,500 last year) the mood was clearly more positive as both precious and base/industrial metals maintained their early-year levels. While the jury is still out on whether the rise in base and industrial metals prices can be sustained, it appears investors are more confident that precious metal prices, particularly gold, bottomed with gold finding support at the $1,200 per ounce level. In fact the price of gold again hit a 52-week high on Friday, hitting $1,284 per ounce during intra-day trading before settling at $1,251 per ounce (↓0.7%). Palladium (↑3.4%) was up this week, finishing at $575 per ounce, while platinum and silver both fell, finishing at $962 and $15.51 per ounce respectively. Base metals were mostly down after last week’s spectacular rise; copper (↓1%), nickel (↓6%), lead (↓1.1%) and zinc (↓3%) each finishing at $2.24, $3.99, $0.84 and $0.82 per pound respectively, while the iron ore spot price rocketed up past the $60 per tonne level on Tuesday before settling at $55 per tonne on Friday. WTI prices continued to rise steadily this week, with more commentators suggesting a bottom in oil prices had been reached despite continued global oversupply, approaching the $40 per barrel level for the first time since July last year. Finally, uranium prices were an anomaly in an otherwise bullish commodities sector, with the UxC Broker Average Price (BAP) falling below the $30 per pound level for the first time since August 2014, finishing at $28.50 per pound, despite positive news out of China Friday regarding its intention to continue building its strategic reserves.

Click here for the full report

This report may be distributed in the following states: nil. Otherwise, this report may only be distributed into those states with an institutional buyer state securities registration exemption.  

Neues Interview mit Gianni Kovacevic über regenerative Energien

Hörenswertes Interview - credit to BNN:

Green energy puts lithium, cobalt and graphite into the spotlight

Wed, Mar 9, 2016 - 10:15 AM

Gianni Kovacevic, investor, author, commentator joins Andy Bell at PDAC to talk about his plan to drive a Tesla from Toronto to California to promote the virtues of green energy and explain some..

Link: http://www.bnn.ca/Video/player.aspx?vid=825001

The Dig - Wochen-Rückblick vom Haywood Mining Team

Der lesenswerte Wochenrückblick von Haywood:

The Weekly Dig

Haywood Mining Team

Crunch Time for Commodities/Mining Equities as PDAC Approaches

§  The rally in metal prices and mining equities continued unabated this week. However, while precious metals, particularly gold (↑2.8%; $1,262 per ounce this week), have risen on the back on global economic uncertainty, especially in the U.S., the recent rise in base metals has taken many investors by surprise. Testing the $2.00 per pound level a little less than a month ago, the price of copper has since risen by 12%. This week alone, copper is up 6.4%, while nickel (↑9.1%), lead (↑6.78%) and zinc (↑5.24%) have each risen significantly this week, with nickel rocketing past the $4.00 per pound level to finish at $4.23 per pound. While the rise in gold can be attributed to investors seeking safe-haven assets following the fall in global stock markets worldwide, the rise in base metals is not so easily explained; concerns over global economic growth, particularly in China, would imply significant downward pressure on base and industrial metal prices, certainly copper, or Dr. Copper as it is affectionately known (at least in a bull market) has historically been viewed as the bellwether for global growth. Some view this counterintuitive move as a reflection of the opaque nature of China’s economy, and that perhaps growth in the Country is not as significant as first thought. Regardless of the reasons, however, many view the timing of the PDAC, and the performance of metals and mining equities syn- and post- the world’s largest mining conference as a reliable indicator for what is in store for the summer. This view is borne from the performance of metals and equities during the same period since 2011, with initial positive signs giving way to a subsequent downturn in metal/equity prices at and around the PDAC. Silver (↑5%), platinum (↑6.6%) and palladium (↑13%) also finished up, closing at $15.55, $979 and $556 per ounce respectively. Meanwhile, WTI crude prices also rose during the week, finishing at $36.23 per barrel, while the UxC Broker Average Price (BAP) of uranium fell below $32.00 per pound, finishing at $31.38 per pound on Friday.

Click here for the full report

This report may be distributed in the following states: nil. Otherwise, this report may only be distributed into those states with an institutional buyer state securities registration exemption.  

Wie Robert Hirschberg durch Spekulationen mit Junior-Minenaktien aus $20.000 sagenhafte $15 Mio. machte

Krasse Geschichte und interessantes Video - credit to CEO.CA:

Junior-Minensektor: Anzahl der Presse-Mitteilungen im Vorfeld der PDAC 2015 brachen massiv ein

Ebenfalls ein repräsentativer Indikator für die schwerwiegende Lage in der Junior-Minenbranche:

"Another indication of tough times is the relative dearth of news from Canadian miners leading up to PDAC. In the first seven weeks of the year, miners typically issue streams of press releases about exploration results and fund-raising efforts ahead of the busy spring drilling season. 

But data from a top Canadian press release service indicated the news flow from Canadian miners has dropped by more than half in the last four years."

Link: http://www.reuters.com/article/2015/03/04/us-mining-pdac-costcutting-idUSKBN0M00IB20150304

Quelle: bigcharts.com

Quelle: bigcharts.com

Goldminen- und Junior-Sektor: Ein weiteres "PDAC-Hoch" ?!

Es ist unglaublich aber wahr: Seit der weltgrößten Minen-Konferenz in Toronto (PDAC 2015) letzte Woche, hat das wichtigste Goldminen-ETF GDX mehr als 15% an Wert verloren.

Es zeichnet sich erneut ein "PDAC-Hoch" ab und die Parallelen zu den letzten Jahren sind verblüffend. Seit Jahren markiert die PDAC quasi das Verlaufshoch im Junior- und Goldminen-Sektor..

Quelle: bigcharts.com

Quelle: bigcharts.com

PDAC 2015: Neues Interview mit dem legendären Mining-Tycoon Lukas Lundin

Credit to CEO.CA:

Lukas Lundin goes for the gold

POSTED ON MARCH 03, 2015 BY TOMMY HUMPHREYS
CATEGORY LUKAS LUNDIN, LUNDIN GOLD,

I interviewed mining and oil tycoon Lukas Lundin for the Financial Post’s PDAC edition which is in print today.

Mr. Lundin talks about how he’s positioned his family natural resources empire for the next 1-4 years.

Read: PDAC 2015: Lukas Lundin sets lofty goals as he re-enters gold game

Mr. Lundin said a lot of stuff the interview we were unable to include due to brevity and editing requirements.

I may write a follow up when I get back from Toronto later this week.

Please check out the interview and share it around so the Financial Post will invite me back to write!

Again, here is the link: PDAC 2015: Lukas Lundin sets lofty goals as he re-enters gold game

Thanks, Tommy

Link: http://ceo.ca/2015/03/03/lukas-lundin-goes-for-the-gold/

PDAC 2015: Neues Interview mit Rick Rule

Guru Rick Rule nennt seine aktuellen Top Picks, credit to CEO.CA und BNN:

Rick Rule names 3 investing ideas at PDAC

POSTED ON MARCH 02, 2015 BY JAMES FRASER
CATEGORY BNN MARKET CALL, PDAC 2015, RICK RULE,

Rick Rule, Chairman of Sprott U.S. Holdings was interviewed live by Mark Bunting onBNN Market Call this morning at PDAC. I managed to take in some of the live filming but  here is the link for those of you may have missed it.

Rick Rule – Top picks on BNN Market Call PDAC 2015

• PhosCan Chemical (FOS:TSX) – $60 million of cash in the treasury. Selling at a discount to cash (60 cents on the dollar).
• Kobex Capital (KXM:TSXV) – Led by Paul van Eeden. Paul is a very very good investor. The pool of $30 million will attract a good deal.
• Ivanhoe Mines (IVN:TSX) –  Three of the best mining assets controlled by the best mining financier (Robert Friedland) that Rick has ever seen in his career.

The entire show where Rick answers viewer questions can be found here.

Related: Rick Rule: ” We Haven’t Seen Capitulation in Natural Resources Yet” or On an African dog and pony show with mining mogul Robert Friedland

Link: http://ceo.ca/2015/03/02/rick-rule-names-3-investing-ideas-at-pdac/

Alle Jahre wieder: Die weltgrößte Minen-Konferenz in Toronto - PDAC 2015

Und erneut ist es soweit. Die größte Minen-Konferenz der Welt, die PDAC 2015, lädt nach Toronto ein. Es werden erneut mehr als 25.000 Besucher aus der ganzen Welt erwartet. Zahlreiche Minen-Firmen, Branchen-Experten und Journalisten werden vor Ort sein. Vom 1. bis zum 4. März 2015 ist damit wieder Ausnahmestimmung in der kanadischen Finanzmetropole angesagt..

"..The Prospectors & Developers Association of Canada (PDAC) represents the interests of the Canadian mineral exploration and development industry. The association was established in 1932 in response to a proposed government regulation that threatened the livelihood of Ontario prospectors. A timeline of the association's history is available here, along with a written history that can be found here. Today, 82 years after its founding, the association is a national organization with more than 9,000 individual members (including prospectors, developers, geoscientists, consultants, mining executives, and students, as well as those involved in the drilling, financial, investment, legal and other support fields) and more than 1,200 corporate members (including senior, mid-size and junior mining companies and organizations providing services to the mineral industry)..."

Link: http://www.pdac.ca/about-pdac/about-pdac

Agenda: http://www.pdac.ca/docs/default-source/default-document-library/schedule-at-a-glance-(feb-4)f61ac2d3737861ad9066ff000004e9e6.pdf?sfvrsn=0

Floor Plan: http://www.pdac.ca/docs/default-source/default-document-library/ie-(feb-3-final).pdf?sfvrsn=2

Teilnehmende Minen-Firmen: http://www.pdac.ca/docs/default-source/convention---common-docs/2015/2015-ie-exhibitor-list.pdf?sfvrsn=4

Alle weitere Informationen auf der Event-Homepage des Veranstalters: http://www.pdac.ca/convention

Quelle: canadianminingmagazine.com

Quelle: caperi.com

Neues Interview mit dem legendären Investor und Mining-Tycoon Lukas Lundin

Der renommierte Top-Investor und Mining-Mogul Lukas Lundin aus Schweden wird dieses Jahr auch die PDAC 2015 in Toronto besuchen. Folgend das letzte, hörenswerte Kurz-Interview mit dem erfolgsverwöhnten Contrarian:

Quote:

Lukas Lundin likes to attend the PDAC “when people are a bit worried”

POSTED ON FEBRUARY 24, 2015 BY TOMMY HUMPHREYS
CATEGORY LUKAS LUNDIN,

Haywood Securities Managing Director of Investment Banking Kevin Campbell interviewed Lukas Lundin for a pre-PDAC message from Lundin, the billionaire Swede mining and oil tycoon whose Lundin Gold and the Ecuadorian Government are co-sponsoring the event..

Link: http://ceo.ca/2015/02/24/lukas-lundin-attend-pdac-when-people-are-a-bit-worried/

Minenbranche: Bedeutung der Sozialen Verantwortung nimmt weiter zu

Dazu ein aktueller Artikel von Mineweb im Rahmen der PDAC 2014:

Miners reaping the reputational whirlwind

The question of corporate social responsibility is increasingly rising to the fore and was a subject of some debate at PDAC. 

Author: Geoff Candy, Posted: Tuesday , 04 Mar 2014  -Toronto (Mineweb) -  

One of the overwhelming themes that has echoed throughout many of the presentations at this year’s Prospectors and Developers Association of Canada conference has been the recognition that a social licence to operate is becoming non-negotiable, if you want to get a mine into production, especially as many of the new discoveries are being found in increasingly remote areas..

Link: http://www.mineweb.com/mineweb/content/en/mineweb-sustainable-mining?oid=231391&sn=Detail

PDAC 2014: Schweden Top-Mining Land, Kirgistan fällt auf letzten Rang

Wie immer müssen die Rankings mit Vorsicht betrachtet werden, denn jedes Land hat zahlreiche, verschiedene Regionen, die hinsichtlich des Mining-Potentials stark voneinander abweichen können, bspw. Argentinien, Kolumbien etc.

PDAC 2014: Sweden named top mining jurisdiction, while Kyrgyzstan called worst

Peter Koven | March 3, 2014 9:49 AM ET - More from Peter Koven

Sweden tops Fraser Institute mining survey

Sweden has unseated Finland as the best place in the world for mining investment, while former darling Quebec has plummeted right out of the top 20.

That is according to the Fraser Institute’s annual Survey of Mining Companies, which was released Monday during the PDAC conference. The Nordic countries Sweden and Finland finished first and second, largely because they are judged to have very strong political stability and infrastructure. That more than offsets their higher-than-average taxes on mining. Finland finished first last year, while Sweden was second..

Link: http://business.financialpost.com/2014/03/03/pdac-2014-mining-fraser/

Quelle: bloomberg.com

PDAC 2014 Bill Dennis Award: Gewinner ist Fission Uranium

Nach der erfolgreichen Bestätigung der weltklasse Uran-Discovery Patterson Lake South (PLS) in Kanada's ruhmreichen Athabasca Basin, sichert sich der Hauptverantwortliche von Fission Uranium (TSX-V:FCU) - Mr. Ross McElroy (Präsident, COO, Chief Geo) - den begehrten 'Bill Dennis Discovery-Award' der PDAC.

Schöne Quote vom glücklichen und verdienten Gewinner:

Ross McElroy, President, COO and Chief Geologist of Fission Uranium, commented,

"It takes a team to make a discovery and I'm delighted to have won this award on behalf of Fission. 2013 was an incredible year for us and I'm thrilled that the industry has taken note of our accomplishments and chosen to single us out for the success at Patterson Lake South. I would like to thank my technical team for all their hard work and dedication and to thank PDAC for recognizing our efforts and success.."

PDAC 2014 Grants Highest Accolade for Exploration Success at PLS Project

KELOWNA, BRITISH COLUMBIA--(Marketwired - Jan. 9, 2013) - FISSION URANIUM CORP. ("Fission" or "the Company") (TSX VENTURE:FCU)(OTCQX:FCUUF)(FRANKFURT:2FU) is pleased to announce that Ross McElroy, President, COO and Chief Geologist of Fission Uranium, has been awarded the PDAC 2014 Bill Dennis Award for an important Canadian discovery and prospecting success. The award is the result of Mr. McElroy's work in leading the team that made the Patterson Lake South (PLS) discovery in Canada's Athabasca Basin - one of the most significant discoveries in the Basin in recent years. The 31,039 hectare PLS project is located in the southwest region of the Athabasca Basin and is 100% held by Fission Uranium Corp..

Link: http://fissionuranium.mwnewsroom.com/press-releases/fission-s-ross-mcelroy-wins-pdac-award-for-canadian-discovery-and-prospecting-s-tsx-venture-fcu-201401090921074001

Quelle: http://fissionuranium.com/project/pls/photos/