Quelle: Visual Capitalist
Posts mit dem Label Timing werden angezeigt. Alle Posts anzeigen
Posts mit dem Label Timing werden angezeigt. Alle Posts anzeigen
Sonntag, 14. Mai 2017
Montag, 18. Juli 2016
Big Picture, Performance-Vergleich: S&P 500 Aktien-Index vs. langfristige US-Anleihen in den letzten 15 Jahren
Das Rendite-Ergebnis dürfte viele Marktteilnehmer erstaunen. Wie immer am Kapitalmarkt kommt es eben auch auf die Perspektive und das Timing an..
Quelle: stockcharts.com
Dienstag, 28. Juli 2015
Zeitreise: Das berühmte "Wall Street Journal" und die verfluchten Goldminen - Ein Timing für die Götter
Goldenes Experten-Timing eben. Netter Beitrag - credit to Kevin Muir:
Link: http://themacrotourist.com/blog/2015/07/27/jul-2715-lets-be-honest-you-just-bottom-ticked-the-gold-market/
"..He was only three bloody days early! Brilliant! And I am not talking about some interim top that was surpassed in the coming weeks. No, Jason Zweig wrote that article within days of the ALL TIME HIGH IN GDX. That price was never to be seen again, and we are now 80% lower.
Man, I have had some bad calls in my day, but this one by Jason Zweig makes them look like slight hiccups. You decide if the pet rock article is bullish or bearish for our poor little yellow friend…."
Link: http://themacrotourist.com/blog/2015/07/27/jul-2715-lets-be-honest-you-just-bottom-ticked-the-gold-market/
Quelle: themacrotourist.com
Dienstag, 23. Juni 2015
Gold und die Saisonalität: Durchschnittlicher Performance-Verlauf in den letzten 20 Jahren
Das Update ist ganz frisch und aktuell. Der Chart bestätigt erneut, dass die aktuelle Jahreszeit (bzw. die nächsten 2-3 Wochen) historisch und traditionell gesehen sehr lukrativ ist, um beim Gold eine Long-Position aufzubauen. In den letzten paar Jahren lief der Goldmarkt jedoch bekanntermaßen komplett konträr. Demnach muss wie immer alles mit Vorsicht genossen werden..
Quelle: David Stendahl, http://www.signalfinancialgroup.com/DavidStendahl.php
Sonntag, 14. Juni 2015
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..
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: forbes.com
Montag, 9. Februar 2015
Streaming- und Royalty-Primus Franco-Nevada visiert weitere Deals im Minen- und Energie-Sektor an
Nachvollziehbar ein ausgezeichnetes Umfeld für Franco-Nevada (TSX:FNV), um weitere Deals in der Minenbranche einzuholen..
“I’d like to deploy all my cash this year,” David Harquail, chief executive officer of the Toronto-based company, said in an interview in Vancouver Monday. “That would be my ideal.”
Harquail, who put more than $900 million to work in 2014, said mining and energy companies need more financing for projects hurt by falling prices. Franco-Nevada and other buyers of royalties provide financing to developers in exchange for a discount on future output..
Link: http://www.bloomberg.com/news/articles/2015-01-27/franco-nevada-may-deploy-more-than-1-billion-this-year
Franco-Nevada May Deploy More Than $1 Billion This Year
(Bloomberg) -- Franco-Nevada Corp., a Canadian company that provides financing for energy and mining projects, sees sagging commodity prices as an opportunity to complete deals worth more than $1 billion this year.“I’d like to deploy all my cash this year,” David Harquail, chief executive officer of the Toronto-based company, said in an interview in Vancouver Monday. “That would be my ideal.”
Harquail, who put more than $900 million to work in 2014, said mining and energy companies need more financing for projects hurt by falling prices. Franco-Nevada and other buyers of royalties provide financing to developers in exchange for a discount on future output..
Link: http://www.bloomberg.com/news/articles/2015-01-27/franco-nevada-may-deploy-more-than-1-billion-this-year
Quelle: bigcharts.com
Donnerstag, 25. September 2014
Frank Giustra über Gold und Goldinvestments
Die jüngsten Kommentare vom legendären Frank Giustra:
New York City (Kitco News) - There is a reason to hold gold but patience is a virtue, said Frank Giustra, renowned resource investor and co-founder of the Clinton Giustra Enterprise Partnership.
"All the reasons why gold went to $2,000 in the first place are still there, and in spades," he said during an interview with Kitco News’ Daniela Cambone at the Clinton Global Initiative annual meeting on Tuesday.
Gold is currently stuck in a 'no one cares phase' but his views on the metal remain unchanged he said on the sidelines of the annual meeting in New York.
"Nothing has changed fundamentally to tell me in any way that one should divest of their gold position," he said. "I just think you have to have some gold in your portfolio because currencies are being devalued by money printing worldwide."
 |
| Frank Giustra, co-founder of the Clinton Giustra Enterprise Partnership and CEO of Fiore Financial talks with Kitco News during the 10th annual Clinton Global Initiative annual meeting, in New York City. |
Looking ahead, Giustra, who is also the CEO of Fiore Financial, said that he does not expect to see a robust U.S. economy once the Federal Reserve ends its quantitative easing program. Last week, following the Federal Open Market Committee Meeting, Fed Chair Janet Yellen confirmed that central bank intends to end its monthly bond-purchase program in October.
"I think the accommodative policy that's been in place for a number of years now is going to have to continue in some fashion, and that's always good for gold," Giustra argued.
Catching the Canadian investor's attention these days are the gold mining stocks.
"For many years I liked physical [gold]," he said. "But now, what's happened in the last couple of years with this very severe bear market in the mining sector is that the gold stocks are becoming much more interesting," said Giustra who also serves as an advisor for Endeavour Mining.
Giustra, remains optimistic for gold, ending off the interview with one clear message:
"I think we're in the middle of a very long-term bull market in gold […] the situation hasn't improved, in many cases it's gotten much worse, so there is a reason to hold your gold.."
Quote:
Montag, 22. September 2014
Rohstoff- und Minenaktien: Interview mit dem legendären Investor, Entrepreneur und Veteran Frank Giustra
Henry Bonner @ Sprott Thoughts mit den neusten und wie immer lesenswerte Zeilen von und über Frank Giustra.
Frank Giustra: I Was Early But I'm Still Buying
Sprott's Thoughts - Friday, September 19, 2014 - Henry Bonner-
A few weeks ago, we heard from Pierre Lassonde of Franco-Nevada on the power of the royalty business model. Just recently, I spoke with another ‘superstar’ of the natural resource industry -- Frank Giustra.
Mr. Giustra started out as an assistant trader and then became a stockbroker at Merrill Lynch in his early career. He later went on to join Yorkton Securities, where he helped launch a new branch geared towards financing resource companies in Europe. He is now an advisor to major gold miner, Endeavour Mining Corporation.
As we discuss in this interview, he’s a serial entrepreneur. In the late 90’s, he founded Lionsgate Entertainment - the company behind The Hunger Games and Michael Moore’s Fahrenheit 9/11. The company had over $2 billion in revenue in 2013, and owns the rights to the hugely successful Twilight movie franchise and The Expendables series, among other big blockbuster titles.
Leaving movies for another day’s topic, we went on to discuss his views on the mining sector, though he did leave me with his quick take: “Making good movies is tough -- more an art than a science. It’s easy to get sucked into bad projects by people in the movie industry. You have to be on your guard.” Probably useful to remember when looking at small-cap mining stocks too.
“What’s your view, as an investor, on the resource market?” I asked.
“Wow, that’s a general question,” he laughed. Luckily, he indulged me with a response: “first off, the market does look like it’s past the bottom. Second, you still have time to implement a ‘simple’ contrarian strategy -- buy real, proven, assets cheaply and wait for them to be re-priced by the market.
“Many assets are on the market today that bear little risk to investors, but are trading well below their fair value because of the severity of the bear market. When an asset has already been studied and understood, analysts can come up with a good estimate for the value of the resource – a mineralized ore body – that is in the ground. In a very bad bear market, these assets trade cheaply – but it has nothing to do with the merits of the asset; it’s all about the market’s attitude towards resources. ‘Buy right, sit tight.’ Once you’ve bought the right assets, just wait for the market to re-value your asset higher.”
Can you buy safely, knowing the bottom is likely behind you?
Unfortunately, even for a veteran, serially successful investor like Mr. Giustra, you can get the call wrong:
“You can never pick absolute tops or absolute bottoms. Nobody can do that. I called the bottom a couple of years too early. What have I done about it? If you pick the bottom at the wrong time, and the market keeps getting cheaper, you can keep buying if you have the cash – but don’t ‘average down’ into bankruptcy. Your approach will depend on your financial situation. In 2013, I had the cash, so I averaged down.”
What about backing exploration companies that are looking for new deposits – the early-stage exploration juniors?
Mr. Giustra said the exploration stocks would be the last ones to rally in a recovery, so he was focusing on developed assets for now. When money begins to enter the resource sector, the first assets to go higher will be low-risk assets that have already been thoroughly explored and delineated. Those assets will get bought up by investors, or taken out by mining companies to get put into production.
“Exploration will have its day later in the cycle, but it’s just way too early for those companies for me,” he said.
What do you do after mining finance and major movie production? I asked whether there were any more major projects in the works.
“Yes,” he said, “for a long time, I’ve been interested in the healthy, natural food sector. I’m trying to tap into a new trend, which is especially popular among a younger generation. There’s demand for food that comes from ‘natural’ farming practices – not the feedlots and heavily industrialized agriculture that uses GMOs, pesticides, hormones and antibiotics. I’m involved in branding, packaging, production of these types of foods – I even started a magazine called Modern Farmer that’s geared towards people in this demographic.”
Mr. Giustra spent part of his childhood in Italy. Now, he owns an olive oil producer that makes olives in Italy and ships them to North America. His brand, called Domenica Fiore, was rated the top olive oil at a global competition in New York. And he ‘eats his own cooking’ – “I’ll use olive oil over butter any day,” he says. “So I make the best olive oil in the world. It’s my own little thing.”
The last subject we touched on was the state of the dollar and bonds, and whether he had any worries about the outlook for the US economy.
“I think that the general stock market, the dollar, and bonds are in for a severe correction,” he ventured. “If there’s one thing I’ve learned from my career it’s that there are consequences to economic decisions. At some point down the road, there will be consequences to massive money printing and bond-buying. For now, those consequences have not been very negative, but there are always adverse effects. There’s a downside, and I think we will experience that in the form of major economic disturbances going forward. Will it come in the form of hyperinflation? Depression? I don’t know. But there is a price to pay – and I think it’s going to be severe.”
Link: http://sprottgroup.com/thoughts/
Quote:
Aufstrebende Story im kolumbianischen Ölsektor: Petroamerica Oil - Frank Giustra's Liebling bricht aus
Geduld, Durchhaltevermögen und ein starker Fokus auf hohe Qualität inkl. starker Fundamental-Daten zahlen sich im Rohstoff- und Minensektor langfristig nahezu immer aus..
Link: http://rohstoffaktien.blogspot.de/2014/08/aufstrebende-story-im-kolumbianischen.html
Quote #2:
Frank Giustra: I Was Early But I'm Still Buying
Sprott's Thoughts - Friday, September 19, 2014 - Henry Bonner-
A few weeks ago, we heard from Pierre Lassonde of Franco-Nevada on the power of the royalty business model. Just recently, I spoke with another ‘superstar’ of the natural resource industry -- Frank Giustra.
Mr. Giustra started out as an assistant trader and then became a stockbroker at Merrill Lynch in his early career. He later went on to join Yorkton Securities, where he helped launch a new branch geared towards financing resource companies in Europe. He is now an advisor to major gold miner, Endeavour Mining Corporation.
As we discuss in this interview, he’s a serial entrepreneur. In the late 90’s, he founded Lionsgate Entertainment - the company behind The Hunger Games and Michael Moore’s Fahrenheit 9/11. The company had over $2 billion in revenue in 2013, and owns the rights to the hugely successful Twilight movie franchise and The Expendables series, among other big blockbuster titles.
Leaving movies for another day’s topic, we went on to discuss his views on the mining sector, though he did leave me with his quick take: “Making good movies is tough -- more an art than a science. It’s easy to get sucked into bad projects by people in the movie industry. You have to be on your guard.” Probably useful to remember when looking at small-cap mining stocks too.
“What’s your view, as an investor, on the resource market?” I asked.
“Wow, that’s a general question,” he laughed. Luckily, he indulged me with a response: “first off, the market does look like it’s past the bottom. Second, you still have time to implement a ‘simple’ contrarian strategy -- buy real, proven, assets cheaply and wait for them to be re-priced by the market.
“Many assets are on the market today that bear little risk to investors, but are trading well below their fair value because of the severity of the bear market. When an asset has already been studied and understood, analysts can come up with a good estimate for the value of the resource – a mineralized ore body – that is in the ground. In a very bad bear market, these assets trade cheaply – but it has nothing to do with the merits of the asset; it’s all about the market’s attitude towards resources. ‘Buy right, sit tight.’ Once you’ve bought the right assets, just wait for the market to re-value your asset higher.”
Can you buy safely, knowing the bottom is likely behind you?
Unfortunately, even for a veteran, serially successful investor like Mr. Giustra, you can get the call wrong:
“You can never pick absolute tops or absolute bottoms. Nobody can do that. I called the bottom a couple of years too early. What have I done about it? If you pick the bottom at the wrong time, and the market keeps getting cheaper, you can keep buying if you have the cash – but don’t ‘average down’ into bankruptcy. Your approach will depend on your financial situation. In 2013, I had the cash, so I averaged down.”
What about backing exploration companies that are looking for new deposits – the early-stage exploration juniors?
Mr. Giustra said the exploration stocks would be the last ones to rally in a recovery, so he was focusing on developed assets for now. When money begins to enter the resource sector, the first assets to go higher will be low-risk assets that have already been thoroughly explored and delineated. Those assets will get bought up by investors, or taken out by mining companies to get put into production.
“Exploration will have its day later in the cycle, but it’s just way too early for those companies for me,” he said.
What do you do after mining finance and major movie production? I asked whether there were any more major projects in the works.
“Yes,” he said, “for a long time, I’ve been interested in the healthy, natural food sector. I’m trying to tap into a new trend, which is especially popular among a younger generation. There’s demand for food that comes from ‘natural’ farming practices – not the feedlots and heavily industrialized agriculture that uses GMOs, pesticides, hormones and antibiotics. I’m involved in branding, packaging, production of these types of foods – I even started a magazine called Modern Farmer that’s geared towards people in this demographic.”
Mr. Giustra spent part of his childhood in Italy. Now, he owns an olive oil producer that makes olives in Italy and ships them to North America. His brand, called Domenica Fiore, was rated the top olive oil at a global competition in New York. And he ‘eats his own cooking’ – “I’ll use olive oil over butter any day,” he says. “So I make the best olive oil in the world. It’s my own little thing.”
The last subject we touched on was the state of the dollar and bonds, and whether he had any worries about the outlook for the US economy.
“I think that the general stock market, the dollar, and bonds are in for a severe correction,” he ventured. “If there’s one thing I’ve learned from my career it’s that there are consequences to economic decisions. At some point down the road, there will be consequences to massive money printing and bond-buying. For now, those consequences have not been very negative, but there are always adverse effects. There’s a downside, and I think we will experience that in the form of major economic disturbances going forward. Will it come in the form of hyperinflation? Depression? I don’t know. But there is a price to pay – and I think it’s going to be severe.”
Link: http://sprottgroup.com/thoughts/
Quote:
Aufstrebende Story im kolumbianischen Ölsektor: Petroamerica Oil - Frank Giustra's Liebling bricht aus
Geduld, Durchhaltevermögen und ein starker Fokus auf hohe Qualität inkl. starker Fundamental-Daten zahlen sich im Rohstoff- und Minensektor langfristig nahezu immer aus..
Link: http://rohstoffaktien.blogspot.de/2014/08/aufstrebende-story-im-kolumbianischen.html
Quote #2:
Big Picture: Full Interview With Billionaire Frank Giustra
World Class Investors Panel: Frank Giustra, Rick Rule & Frank Holmes
Montag, 8. September 2014
Junior-Mining, Rohstoffsektor: Neue Interviews mit Branchen-Experte Brent Cook
Aktuelles Update von Brent Cook's Exploration Insights:
September 7, 2014
Brent Cook interviews
|
Exploration Insights
by Brent Cook |
| The first week of September Brent was a guest on BNN's Commodity
report, watch
here. On Thursday, Brent was co-host on Jay Taylor's internet radio show, Turning Hard Times into Good Times, where they discussed some of the issues surrounding the science of global warming with Harvard Professor Naomi Oreskes. To listen to the mp3 recording, click Here.. 
Quelle: Brent Cook – Photo: Orefront
|
Donnerstag, 4. September 2014
Rohstoff- und Investoren-Legende Soros erhöht seine Wette auf einen Aktiencrash
Netter Bet vom legendären Haudegen George Soros:
Quote:
Submitted by Tyler Durden on 09/03/2014 17:03 -0400
"..Soros has once again increased his total SPY Put to a new record high of $2.2 billion, or nearly double the previous all time high, and a whopping 17% of his total AUM..."
Quelle: zerohedge.com, JPM
Quote:
Icahn, Soros, Druckenmiller, And Now Zell: The Billionaires Are All Quietly Preparing For The Plunge
"The stock market is at an all-time, but economic activity is not at an all-time," explains billionaire investor Sam Zell to CNBC this morning, adding that, "every company that's missed has missed on the revenue side, which is a reflection that there's a demand issue; and when you got a demand issue it's hard to imagine the stock market at an all-time high." Zell said he is being very cautious adding to stocks and cutting some positions because "I don't remember any time in my career where there have been as many wildcards floating out there that have the potential to be very significant and alter people's thinking." Zell also discussed his view on Obama's Fed encouraging disparity and on tax inversions, but concludes, rather ominously, "this is the first time I ever remember where having cash isn't such a terrible thing." Zell's calls should not be shocking following George Soros. Stan Druckenmiller, and Carl Icahn's warnings that there is trouble ahead..
Mittwoch, 16. Juli 2014
CEO.CA: Canaccord’s Joe Mazumdar über Gold Mining und lukrative Goldprojekte
Nette Informationen inkl. Grafik aus einem jüngsten Bericht von Cannacord Genuity's Joe Mazumdar, kommentiert von CEO.CA:
These Are The Gold Projects You Want To Own In This Environment: Canaccord’s Joe Mazumdar
POSTED ON July 08, 2014 BY Travis McPherson
CATEGORY Canaccord Genuity, Joe Mazumdar,
Joe Mazumdar is the Director of Research and a Senior Mining Analyst at Canaccord Genuity Inc. here in Vancouver. He has a particularly interesting perspective on the mining sector, having spent the majority of his early years at large companies including: Mount Isa Mines (Australia), Rio Tinto (Argentina), Phelps Dodge (Phoenix, USA) and Newmont (Denver, CO) where his last position was as the Director of Strategic Planning. Joe has been a sell-side analyst for over four years now (with Haywood Securities for 3 years prior to Canaccord)..
Link: http://ceo.ca/2014/07/08/the-state-of-the-markets-with-canaccords-joe-mazumdar/#
Quelle: canaccordgenuity.com,
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