Solider Ausblick für die Royalty- und Streaming-Branche

Dazu ein aktueller und informativer Artikel von The Gold Report, der auf die verschiedenen Streaming- und Royalty Arten/Möglichkeiten eingeht inkl. einigen Kommentaren von den Pionieren und Masterminds der jungen, aber sehr aussichtsreichen Branche:

Metal Royalties: The New Landscape 

In today's challenging finance environment, some miners are looking to royalty companies to fill the funding void. Royalty sales give the junior mining company capital to explore or build a mine in exchange for a percentage of future production. It is a win-win. Investors have exposure to gold profits, but are immune to much of the risk. Juniors get the money they need to move forward. But not all royalties are the same and a number of new types have entered the market to fill specific investing and funding niches. In this special primer from The Gold Report, we survey the heads of the companies to explain the role they see themselves playing in investment portfolios and the future of mining..

Link: http://seekingalpha.com/article/1428621-precious-metal-royalties-the-new-landscape?source=yahoo

Review: Nolan Watson zur Situation in der Junior- und Minenbranche

Auschnitt aus dem jüngsten Interview von Mitte April, nochmal explizit hervorgehoben:

"..The equity market is totally and completely dead right now. It is down and out and there are no signs of it coming back anytime soon. So a lot of those situations where we were advanced in discussion with mining companies we have to put those discussions on hold until the equity markets come back."

When taking on a project, Watson says the team must be experienced. Time and again what does does surprise Watson when considering a deal is how many people still underestimate costs and time to complete a mine.

"I know it's been the mantra of cost over runs but still even today in this environment with all the history of all the companies people still come into the office and say we are going to be able to produce gold at $700/oz after our technical team looks at it and realizes its going to be close to $1,200 or $1,300 and they are not going to have any gross margin after they pay for their G&A.."

Link: http://www.mining.com/video-sandstorm-golds-ceo-on-the-surprising-resiliency-of-junior-miners-54262/

Interview mit Mastermind Nolan Watson über den Juniorsektor

Neues Interview mit dem Mastermind hinter Sandstorm Gold (T.SSL) und Sandstorm Metals & Energy (V.SND). Nolan Watson ist hinsichtlich der Zukunft der kanadischen Juniorbranche gerade wesentlich optimistischer als viele seiner Mitstreiter:

The surprising resiliency of junior miners: Sandstorm Gold

Sandstorm Gold's CEO expects more mining juniors to survive the downturn than some analysts predict.

In an interview with MINING.com earlier this month, CEO Nolan Watson estimates that 200 mining juniors in Canada will shut down due to insufficient working capital. Last month the PDAC released a report estimating that 600 mining mining juniors in Canada do not have..

Link: http://www.youtube.com/watch?v=YSU4f7JRAZ8&feature=player_embedded