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Posts mit dem Label Sprott werden angezeigt. Alle Posts anzeigen

Dienstag, 18. April 2017

Neues Interview mit Rick Rule und Amir Adnani über China's Interesse am Goldmarkt und GoldMining

Hörenswertes Interview:

A major gold mining insider just revealed that one of Asia's richest men, billionaire Li Ka-shing is now very actively in the process of acquiring gold related assets and PHYSICAL gold like never before. The shift of gold from west to east has never been more evident. Sprott US Holdings President & CEO Rick Rule & Gold Mining Inc. Chairman Amir Adnani join me to discuss this & more..


Montag, 19. September 2016

Neues Interview mit Branchenguru und Sprott-Chef Rick Rule

Lesenswerter Bericht - credit to CEO.CA:

What Rick Rule learned after making 'egregious' early investing mistakes

Rick Rule says investors should be buying gold, silver, platinum and palladium.

"Many of our clients are still underweight physical precious metals," said Rule, President and CEO Sprott U.S. Holdings, in an interview with Andrew Nelson.

"We are urging those clients to position themselves either in the physical precious metals themselves or preferably in the 3 Sprott Physical Precious Metal Trusts, the gold, silver, and platinum & palladium trusts."

Interview edited for clarity.

Andrew Nelson: Being a legend amongst resource financiers what have you done throughout your career to create phenomenal returns for yourself and people who have invested with you?

Rick Rule: The first thing I’ll say was that I made an egregious mistake in my youth. In the bull market of the 1970s I did not know that natural resources were cyclical. I forgot that a bull market is the author of a bear market. What happened after I made that initial mistake was that the pain of that mistake was so fresh for me for the next 4 years that I understood I had to be a contrarian or that I would become a victim. Understanding the capital intensive cyclical nature of natural resources is essential in achieving success in this sector..

Link: https://ceo.ca/@AndrewNelson/what-rick-rule-learned-after-making-egregious-early-investing-mistakes


Quelle: blog.ceo.ca

Sonntag, 14. August 2016

Interview mit Chairman & CEO Dev Randhawa von Fission Uranium

Das jüngste Interview mit dem Chef von Fission Uranium (T.FCU) wurde auf der Sprott-Konferenz in Vancouver aufzeichnet - credit to Mining.com:







Quote:

FISSION HITS MULTIPLE HIGH-GRADE HOLES AT BOTH ENDS OF 2.58KM TREND

Drilling Expands R840W and R1620E Zones with Shallow, High-Grade Holes

KELOWNA, BRITISH COLUMBIA--(Marketwired - Aug. 2, 2016) - FISSION URANIUM CORP. (TSX:FCU)(OTCQX:FCUUF)(FRANKFURT:2FU) ("Fission" or "the Company") is pleased to announce results from nine holes at its award-winning PLS project..

Dienstag, 2. August 2016

Dienstag, 27. Oktober 2015

Palisade Radio, Latest Interview with Rick Rule: "I Am Too Wise To Call A Bottom In Mining"

Neue Einblicke von Sprott's Rick Rule:

Rick Rule: I Am Too Wise To Call A Bottom In Mining

10/25/2015 | Palisade Radio | Featured

Is the bottom in? Rick has seen too many cycles to answer a question like that. Despite the many claims, truth is, nobody knows yet. But his previous call for a potential capitulation in October is likely off the table.

Mr. Rule has dedicated his entire adult life to many aspects of natural resources securities investing. In addition, to the knowledge and experience gained in a long, successful and focused career, he has a worldwide network of contacts in the natural resource and finance worlds. As Chairman of Sprott US Holdings, Mr. Rule leads a team of earth science and finance professionals who are experienced with resource investment management.

Talking points of this week’s interview –
• Is there more upside or downside?
• How a US dollar rally will impact the latest rally in miners?
• What type of move off the bottom is indicative of a bull market?
• Silver or gold as a speculation?
• An update on the Sprott offer for Central Gold Trust.


Linkhttp://thedailygold.com/rick-rule-i-am-too-wise-to-call-a-bottom-in-mining/

Dienstag, 6. Oktober 2015

Sprott Asset Management wendet sich vom Rohstoffmarkt ab: Zeichen für einen psychologischen Wendepunkt?

Spannende Entwicklungen @ Sprott.

Sprott Asset Management shifts from resources as bear market drags on

CALGARY - Sprott Asset Management, the Canadian investment firm best known for precious metals, doesn't want to solely be known for precious metals anymore.
The protracted bear market for commodities has forced the fund to diversify its investments and shift focus away from the resource sector, where it profited so substantially during the bull market of the 2000s.
Company chief executive John Wilson, who was brought on in 2012 to help lead the shift, says more than 80 per cent of the company's actively managed business in not related to resources at all today, compared with only around a quarter in 2012.
In an interview, Wilson said that Sprott actually started as a small-cap investment firm and saw big gains on non-resource plays like Tazer International, but the commodity bull market pushed the firm more into resources.
"The firm grew incredibly quickly through there and grew this reputation as a resource manager, but at its core that's not necessarily what it was about, it's just that's what worked, and that's what people wanted to put money in."
But the resource reputation has stuck, helped in part by founder Eric Sprott's affinity for gold, and Wilson said that the company determined from a recent survey that 70 per cent of Canadian fund managers still think of Sprott as only focused on gold and resources.
And so Sprott Asset Management, the biggest component of the Sprott Inc. (TSX:SII) public company, is now in the middle of a cross-Canada tour and advertising campaign to change the perception that it's only about resources as the bear market for commodities continues for a fourth year.
Wilson said precious metals, mining, and energy have "all been hit incredibly hard," and he doesn't see a turnaround soon as the fast growth in emerging markets that drove the commodity boom shows a lot of stress.
"Those growth rates are clearly decelerating pretty rapidly, and so over the near term, it doesn't look particularly compelling, and the price action is telling that," said Wilson.
As the commodity cycle wound down, Sprott Asset Management started shifting into new areas of investment and is now more involved in fixed income, blue-chip equity investments, and real asset investing outside of resources.
But despite the diversification, Sprott is still a big name in precious metals, in part as a major player in physical gold investments.
And Sprott Asset Management is currently pursuing a hostile takeover of Central GoldTrust and Silver Bullion Trust to increase its stake in the physical gold business.
If the company is successful in its all-share US$898 million offer, the firm plans to merge the two businesses with its own precious metals holding companies, the Sprott Physical Gold and Silver Trusts.
Wilson said he thinks Sprott can do a better job of managing Central GoldTrust and Silver Bullion Trust.
"Sometimes when you're the biggest in an asset class, and in precious metals we are, it is incumbent on you to clean up the space," said Wilson.
The deal is anything but certain, with Sprott already extending the deadline for its offer twice, the latest of which ends on Friday.
Follow @ibickis on Twitter


Dienstag, 18. August 2015

Uranium Energy: Strategisch, visionär, nachhaltig - und attraktiv bewertet

Ein aktueller und informativer Beitrag über den gut aufgestellten und attraktiv bewerteten Uran-Produzenten Uranium Energy (NYE:UEC) - verfasst von Florian Munsch bei Silber.Ninja:

DER VORAUSSCHAUENDSTE URANPRODUZENT DER WELT



Die USA importieren 94 % ihres Uranbedarfes und sind hochgradig abhängig von anderen Staaten. Der weltweit größte Uranexporteur Kasachstan reinvestiert seine Gewinne unzureichend in die eigenen Projekte, weshalb sich das globale Uranangebot trotz steigender Nachfrage in den kommenden Jahren drastisch verknappen könnte. Die Folge sind höhere Uranpreise. Die amerikanische Firma Uranium Energy Corp. (NYSE-MKT: UEC) hat einen langfristigen Plan, an den auch der reichste Mann Asiens glaubt. Zur Zeit bietet sich eine besonders günstige Einstiegschance..

..

Uranium Energy Corp: Der Preis ist heiß

Der Aktienpreis von UEC ist kürzlich von ca. 2,85 USD auf 1,25 USD gefallen, wodurch sich heute eine besonders günstige Kaufgelegenheit ergibt. Dieser heftige Preissturz wurde durch eine Short-Attacke verursacht. Auf deutsch: Zocker haben sich UEC-Aktien geliehen, diese sofort verkauft und (öffentlich!) auf einen Kursrückgang spekuliert um die Aktien billiger zurückzukaufen. Dass diese Praktiken überhaupt legal sind ist einfach unglaublich!

Gründe für die negative Presse waren waren unter anderem die Schulden von Uranium Energy Corp. und die Tatsache, dass die Produktion vorerst komplett eingestellt wurde.

Die Schulden werden allerdings Katusa Research zufolge nur von zwei Gläubigergruppen gehalten, die beide große Unterstützer von Amir Adnani und UEC sind. Sprott Asset Management ist eines der einflussreichsten Unternehmen im Bereich Ressourceninvestments. Der Vorsitzende der US-amerikanischen Abteilung ist Rick Rule, dessen Anlagestrategien ich schon länger genau verfolge. Der andere Gläubiger ist Li Ka-Shing, der reichste Mann Asiens.



Die Tatsache, dass Uranium Energy Corp. seine Produktion vorerst stillgelegt hat, ist meiner Meinung nach ein absolut cleverer strategischer Zug. UEC Geschäftsführer Amir Adnani sieht das große Bild und schont die Ressourcen seines Unternehmens da er weiß, dass die Uranpreise mittelfristig nur steigen können und er den Rückhalt seiner Aktionäre und Gläubiger genießt.

Amir Adnani hat einer Veröffentlichung auf morningstar.com zufolge am 31.07.2015 nochmal knapp 26.000 Aktien seines Unternehmens bei einem Preis von 1,35 CAD nachgekauft und besitzt nun insgesamt über 1,9 Mio UEC-Aktien. Diese starke persönliche Involvierung der Geschäftsführung, im englischen „skin in the game“ genannt, ist ein sehr gutes Zeichen für Anleger, die sich für Uranium Energy Corp. interessieren, weil die Interessen von Management und Investoren vereint werden..

Quelle: stockcharts.com


Quelle: stockcharts.com


Quelle: uraniumenergy.com



Quote:

Uranium Energy schließt Finanzierung und erhält erneut starke Investoren-Unterstützung

Ein großes Vertrauenszeichen, was für sich spricht. Uranium Energy (NYE:UEC) schafft es binnen weniger Tage 10 Mio. US-Dollar von zwei institutionellen Investoren einzusammeln, die zu einem Premium investieren..

Linkhttp://rohstoffaktien.blogspot.de/2015/06/uranium-energy-schliet-finanzierung-und.html



Quote #2:

Concern Over Carbon Emissions Will Drive Uranium Prices Higher

Demand for uranium is rising as Japan restarts its nuclear reactors and U.S. utilities step up their purchases, said Amir Adnani, CEO of Uranium Energy Corp. Adnani added that uranium prices, now around $40, could rise as high as $50 by the end of 2015. He said China will be a big buyer considering that it is building nearly 30 new nuclear plants. 

Adnani said concern over carbon emissions and climate change are causing renewed momentum in nuclear energy. Finally, Adnani said Uranium Energy Corp. is a low cost provider that does not hedge so it will have a big market opportunity as the price rises..

Linkhttp://www.thestreet.com/video/13070688/concern-over-carbon-emissions-will-drive-uranium-prices-higher.html

Sonntag, 9. August 2015

Rick Rule, Sprott-Stansberry Symposium: "Dramatische Recovery" im Mining- und Junior-Sektor nur eine Frage der Zeit

Rick Rule's angepriesener "Capitulation moment" ist jetzt auf jeden Fall da.

Im Juli 2015 gab es bspw. die heftigste Kapitulationsphase bei den Goldminen seit Herbst 2008. Einen historischen Sell-Off gab es ebenfalls bei Kupfer- und Silberminen, sowie im Junior Mining Sektor generell. 

Hierzu der aktuelle Beitrag von Sprott's Thoughts:

A Recovery "Is Going to Happen" -- Rick Rule at the Sprott-Stansberry Symposium

By Henry Bonner (hbonner@sprottglobal.com)

Is this what a market turn feels like?

“Great opportunities in natural resources occur once per decade,” Rick Rule explained at the Symposium. “They occur at the bottom of a ‘bear market.’

“And this ‘bear market’ is the most severe that I have seen since the mid 1980's. That suggests a very dramatic recovery.”

Despite a down market, our Natural Resource Symposium garnered big numbers. Around 800 people showed, including attendees, exhibitors, and speakers.

The audience was far from gloomy too. In previous years, and at other conferences, attendees have lamented a poor sector. Not here.

From speakers and attendees alike, we saw optimism for natural resources. Some were on the sidelines, waiting for more bottoming for their chance to get in. Others were heavily invested already.

Where are gold and other natural resources headed now?

Speakers were divided. Some believed that a bottom was in, or at least that the sector was cheap enough today.

Others favored sitting it out for now, waiting for a recovery to “announce itself.”

Sprott US Chairman Rick Rule hasn’t given up on natural resources. “A recovery is inevitable,” he said.

Rick revealed that he was still holding “lots of cash” to prepare for future buying opportunities during a major dip.

Agora founder and self-proclaimed “rogue economist” Bill Bonner advocated for owning gold regardless of the price. We’ve been living in a “zombie boom” for the last 40 years, he told the audience. During that time, the “takers” and cronies have gained increasing control over the US economy.

The economy has managed to grow anyway, sparing regular folks too much pain, thanks to the bull market in bonds that has occurred over the same timeframe. But this can’t last forever. As he wrote in Financial Reckoning Day and Empire of Debt, a collapse will occur eventually. “You’ll want to own gold as insurance for your portfolio,” he says.

Steve Sjuggerud of Stansberry’s True Wealth has a more upbeat take on the zombie boom: It will go on for a few more years, so you can still make money in stocks and real-estate.

He wasn’t ready to make a major play in natural resources, he said. “They’re cheap, they’re hated, but I still want to see an uptrend.”

After he sees an uptrend in resource stocks, Steve will be ready to make a big play in the sector.
Eric Sprott was one of the most-awaited speakers at the conference.

Contrary to other speakers waiting for signs of a turnaround, he isn’t holding back. He told the audience that he’d personally taken ownership of a gold mine, along with other big investments in the sector.

Other big-name speakers included Robert Friedland, Chairman of Ivanhoe Mines. He told the audience they’d be crazy to miss this opportunity.

Copper, zinc, platinum, palladium – these metals are priced for the “end of the world,” as he put it, saying China in particular will be a big consumer of these metals. You need copper for electrical grids, platinum and palladium to purify motor exhaust, and zinc as a crop fertilizer. These are all areas where China may have a need for the metals.

“The mining sector cuts are not just skin deep, they are to the bone,” he said. Miners can’t afford to produce if metals prices go any lower, so if they drop from here, it means the world doesn’t want a supply of these metals, according to Robert.

Even Doug Casey said he was getting heavily into resource stocks now – despite his speech title, Mining Is a Dying, Stupid […] Business.

Did the speakers give any specifics about where they’re looking?

Dan Ferris of Stansberry’s Extreme Value gave his “top pick of the year,” Altius Minerals, a royalty company. The company gets a small cut of many different mining operations’ revenues.

Frank Trotter, co-founder of EverBank told attendees to take a look at “metals-backed CDs.” According to Frank, these can increase in value with metals prices, but contain minimal downside risk.

Of course, the conference also featured over 50 resource companies. As Rick explained, he expects at least some of the companies that were at the Symposium to become high-performers in the next up-move.

Some of the most well-followed names were Kaminak Gold, presented by Eira Thomas, Uranium Energy with Amir Adnani, and Sprott Resource Corp, represented by Steve Yuzpe.

Miles Thompson presented Reservoir Minerals and William Lamb presented the Lundin Group.
Dev Randhawa was also there, representing Fission Uranium and Randy Smallwood presented for Silver Wheaton.

David Harquail told attendees to consider Franco-Nevada, the world’s largest royalty company, as an alternative to a gold ETF. Franco-Nevada offers diversification because it has so many separate royalty contracts, he argued.

The resource sector is cheap right now, but it could offer great rewards to investors who are willing to participate.

As Rick Rule put it, the companies in the sector face a bad reputation. But investors forget that some hard-working, ethical, and talented people are doing “real work.” And the price of participating in their projects, as investors, has often dropped dramatically.

“We’ve had a whole lot of fun at this conference,” Rick concluded, “and we’re going to do it all again next year.”


Didn’t make it to the Symposium? All keynote speeches, except Robert Friedland’s Q&A, are available for replay online, along with select workshops. Click here to order.

Quelle: http://sprottglobal.com/thoughts/

Quelle: http://www.naturalresourcesymposium.com

Donnerstag, 30. Juli 2015

Sprott Stansberry Natural Resources Symposium in Vancouver

Aktuelles Coverage von CEO.CA:

Sprott conference kicks-off with revealing Robert Friedland live interview

Bloomberg
Bloomberg
The Sprott Stansberry Natural Resources Symposium is underway at the Fairmont Hotel in Vancouver.
This is an excellent gathering for 50-60 junior resource companies that do business with Sprott, a world leader in natural resources investing, as well as roughly 750 retail and professional investors from around the Globe who follow the Sprott and Stansberry publications..

Freitag, 8. Mai 2015

Neues Interview mit Branchenlegende und Spekulant Rick Rule

Lesenswerte Zeilen - credit to CEO.CA:

POSTED ON MAY 07, 2015 BY TOMMY HUMPHREYS
CATEGORY RICK RULESPROTT GROUP,
rick-rule-sprott-gold-miners-etf
“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..

Mittwoch, 1. April 2015

Sprott startet neues ETF auf den Junior-Goldminen-Sektor

Interessantes Produkt:

Sprott launches a junior gold miners ETF

Carolyn Pairitz, SA News Editor
  • The Sprott Junior Gold Miners ETF (NYSEARCA:SGDJ) is the junior miners equivalent to Sprott's popular Sprotts Gold Miners ETF (NYSEARCA:SGDM).
  • SGDJ tracks an index of 36 U.S. and Canada listed companies with market values above $250 million, to remove the risk that comes with very early stage exploration firms.
  • The Index also weights companies differently by using two factors – revenue growth and price momentum – to emphasize companies with stronger growth potential. These factors have historically been strong predictors of long-term stock performance in the junior gold mining sector,” said John Ciampaglia, head of ETFs at Sprott, in a press release.
  • Other junior gold miner ETFs: GDXJ, JNUG, JDST


Quelle: http://www.zacksindexservices.com/indexes/?cat=32