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/

Junior-Sektor: Finanzierungen gewinnen Anfang 2014 deutlich an Fahrt

Anfang des neuen Jahres fließen wieder bedeutende Summen an Risiko-Kapital in den Junior-Sektor und die Finanzierungs-Volumina ziehen so kräftig an, wie seit langer Zeit nicht mehr - ein positives Zeichen:

Junior financings surge in January

We take a closer look at the value and number of financings to hit the street in January showing a surge in paper. 

Author: Kip Keen, Posted: Friday , 31 Jan 2014 - Vancouver, BC (MINEWEB) -  

The latest tallies of junior financings year-to-date in January put the first month of the year on pace to equal all financings in the fourth quarter 2013.

In a recent research for its clients, Canaccord counted 144 equity financings over C$250,000 worth a total C$480 million in January versus C$410 million in 180 financings in the fourth quarter 2013. About a third of the January financings had closed, Canaccord noted.

Much of the January surge in terms of value stems from three multi-million bought-deals: Torex Gold ~C$125 million, Timmins Gold ~C$25 million and True Gold ~C$36 million.

In the final talk of the recent Roundup conference in Vancouver, PI analyst Jim Mustard pointed to similar figures as a positive sign for the junior market.

"That's a significant start to the year," Mustard said. "Maybe it's the January effect. I don't know. I hope it establishes a trend."

Mustard went on to say that "a lot of the statistics that confront us now point to an improved market" for juniors, including the pickup in financings and the depth that the Venture Index had fallen.

In most down cycles Mustard said the Venture (and its predecessor exchanges) fell off about 60 to 70 percent in a three year period. As it stands he noted the Venture was off about 65 percent from its peak in early 2011.

"That shouldn't surprise anybody," he said, adding the juniors were "better for it" becoming leaner, more strategic and cost effective in exploration through the down cycles.

Meantime, the Association of Mineral Exploration British Columbia, which puts on the Roundup conference, tallied the number of attendees at the 2014 event: 6,600. That's down from about 15 percent from 7,800 last year.

Quelle: http://www.mineweb.com/mineweb/content/en/mineweb-canada?oid=227558&sn=Detail

TSX-Venture, Junior-Branche: Volumina, IPOs, Finanzierungen & Values in 2013 stark eingebrochen

Keine News nach dem Horror-Jahr 2013 für die Juniorbranche - dennoch ein informatives Summary.

Quelle: http://vancouverventure.blogspot.de/

Quelle: http://vancouverventure.blogspot.de/ 

Danke an dieser Stelle an Kollege Dave vom VancouverVenture Blogspot !

Interview mit Entrepreneur und Minenlegende Frank Giustra

Kurze Insights von Visionär Frank Giustra in seinem jüngsten Interview:

Five Minutes With Frank Giustra

Posted on June 4, 2013 by Tommy Humphreys 

This is amazing… Five minutes of career advice with mining and movie mogul and olive oil world champ Frank Giustra..

Link: http://ceo.ca/five-minutes-with-frank-giustra/?fb_source=pubv1

WRIC 13, Vancouver: Einblicke von Sprott Chairman Rick Rule

Der neuste Video-Vortrag von Rick Rule, Founder & Chairman von Sprott Global Resource Investments (SprottGlobal). Aufgenommen auf der WRIC 2013 in Vancouver, spricht der erfahrene Top-Investor u.a. über Robert Friedland's 100%tiges Afrika Venture Ivanplats (T.IVP):

Quelle: sprottgroup.com

Quelle: bigcharts.com

Quelle: bigcharts.com

Quote:

Nächste Rohstoff- und Minenkonferenz in Vancouver: WRIC 2013

Link: http://rohstoffaktien.blogspot.de/2013/05/nachste-rohstoff-und-minenkonferenz-in.html

Ex-CEO von Barrick Gold startet neues Venture im Rohstoffsektor

Da will es der junge Minenveteran in den nächsten Jahren wohl richtig wissen. Das Ausscheiden bei Major Barrick Gold (NYE.ABX) scheint den 47-jährigen Aaron Regent erst richtig anzuspornen. Wie so viele CEOs aus der letzten, jüngeren Generation/Historie war Regent z.T. einfach am falschen Ort, zur falschen Zeit. Prestige, Vision und Genugtuung dürften im Hintergrund stehen. Watchlist:

Ex-Barrick CEO seeks mining assets with new firm

According to two people familiar with the matter, former Barrick CEO Aaron Regent has started a company to invest in mining assets, mainly in the Americas.

Aaron Regent, who was fired last year as chief executive officer of Barrick Gold Corp., the biggest producer of the metal, started a company to invest in mining assets, according to two people familiar with the matter..

Link: http://www.mineweb.com/mineweb/content/en/mineweb-mining-finance-investment-old?oid=188879&sn=Detail