Goldbranche: Nachfrage aus Asien könnte sich bis 2030 mehr als verdoppeln

Großartige Aussichten - die neuste Einschätzung von ANZ zur zukünftigen Gold-Nachfrage aus Asien:

Gold demand in Asia set to double

ANZ predicts record prices.

Phoebe Sedgman, Bloomberg | 18 March 2015 

Gold demand in Asia is set to double by 2030 and boost prices to a record as investment and jewelry purchases climb, according to Australia & New Zealand Banking Group Ltd.

Demand from retail and institutional investors will jump to almost 5,000 metric tons a year by 2030 from 2,500 tons, analysts including Warren Hogan and Victor Thianpiriya said in a report. Prices may rise to more than $2,000 an ounce by 2025 and to $2,400 by 2030, they said. The bank says it supplied more than 20 percent of China’s gold imports last year..

Link: http://www.mineweb.com/news/gold/gold-demand-in-asia-set-to-double/

OPEC: Kapazitätssteigerungen bis 2020 kommen zu 90% durch den Irak

Eindrucksvolle Prognose von der IEA zur OPEC:

Quelle: iea.org, bloomberg.com

China, Stahlsektor: Über-Angebot führt zu Export-Steigerungen

Informative Grafik vom WSJ:

Quelle: wsj.com

Junior-Minensektor: Aktuelle Investments vom legendären Entrepreneur und Mining-Tycoon Ross Beaty

Lesenswerter Bericht - credit to CEO.CA:

Ross Beaty’s latest junior mining investment

POSTED ON MARCH 17, 2015 BY JAMES FRASER
CATEGORY ARENA MINERALS, ROSS BEATY,

Ross Beaty Illustration by Graeme Berglund (CEO.ca)

One thing is for sure the junior mining market continues to struggle as we have had four consecutive down years on the TSX Venture (2011-2014) and 2015 is not off to a promising start.  Legendary mining financier and company builder Ross Beaty has been one of the few who is actively putting money to work and buying positions in junior companies.

Today we found out his latest public investment in a junior when Arena Minerals(AN:TSXV) announced a $1.5 million dollar financing. Inside the press release Arena announced that Mr. Beaty and his associated parties would be subscribing for $1 million dollars of the $1.5 million placement. Upon successful closing Mr. Beaty will hold approximately 12% of the issued shares of Arena.

Shares of Arena shot up 5 cents (43%) to close at $0.165 cents on the news. It shows Mr. Beaty has a strong following even in these quiet markets and investors are eager to invest alongside him. The rest of the private placement will have no trouble filling now if it is not already spoken for. I remember listening to several interviews with Rick Rule of Sprott in the last couple years where he refers to Ross as a “broken slot machine” because his investors are rewarded with big pay days so frequently.

I took a quick look at Arena and noticed they are a prospect generator focused on working in Chile. The flagship Atacama Copper property is located in the heart of the Antofagasta mining region which is well known for copper deposits. Arena has an option to acquire 80% of the early stage project. Other projects include Pampas El Penon which partially surrounds  Yamana Gold’s El Penon mine. Arena has also recently optioned off two projects to B2Gold.

Once the news hit the wires CEO.ca live  members were already chatting about what other companies Mr. Beaty is invested in. The following is a list of companies brought up in the chat. (Note: No guarantees Mr. Beaty is still invested in any of these companies. Please do your own due dilligence).

• Kaminak Gold (TSXV:KAM)
• Dalradian (TSX:DNA)
• Odin (TSXV:ODN)
• Alterra Power Corp (TSX:AXY)
• Red Eagle (TSXV:RD)
• CB Gold (TSXV:CBJ)
• Pan American Silver (TSX:PAA)
• Anfield Nickel (TSXV:ANF)
• Kivalliq (TSXV:KIV) 

Please join us in the CEO live chat room where we are always discussing the latest hot topics in junior mining as well as other business topics..

Link: http://ceo.ca/2015/03/17/ross-beatys-latest-junior-mining-investment/

Uranium Energy: Uran-Bestände wachsen weiter, auf Kurs für Produktionserhöhung in 2016

Hierzu ein aktuelles Research-Update über Uranium Energy (NYE:UEC) von Cantor Fitzgerald:

Uranium Energy Corp. (UEC/NYSE, $1.42) Buy: Target $2.75

Progress Report:  As inventories grow, a 2016 production ramp remains on course

Rob Chang (416) 849-5008; Michael Wichterle (416) 849-5005

EVENT
In light of the recently announced quarterly results for the three month period ended on January 31, 2015, we take a closer look at UEC’s progress thus far and highlight the milestones which have been achieved as Palangana and Burke Hollow advance towards a ramp in production..

Link: http://www.cantorcanada.com/pdfFiles/20150316UEC.pdf

Quelle: cantorcanada.com

Quelle: bigcharts.com

Quote:

Neues Interview mit Top-Manager und Mining-Entrepreneur Amir Adnani über den Uranpreis, Nuklearenergie und seine Firma Uranium Energy

Hörenswertes Interview mit dem Uran-Experten und Chef von Uranium Energy (NYE:UEC)..

Link: http://rohstoffaktien.blogspot.de/2015/03/neues-interview-mit-top-manager-und.html

Amerikanische Kohlebranche: Dunkler Ausblick, Pleitewelle droht

Wie viele Rohstoff-Sektoren hat es auch die amerikanische Kohle-Industrie (US:KOL) in den letzten Jahren hart getroffen. Nun warnen weitere Analysten vor einer Pleitewelle..

Wave of bankruptcies seen for U.S. coal industry, analyst warns 

Carl Surran, SA News Editor

• The outlook for U.S. coal producers is "increasingly bleak," and the sector is likely to undergo a wave of bankruptcies, Macquarie Research warns as it forecasts U.S. coal prices (NYSEARCA:KOL) will no longer move in conjunction with international coal prices.
• The decoupling, which will feature declines in U.S. coal prices, will be a "necessary step to force rationalization on U.S. producers" but also likely will result in production cuts and bankruptcies over the near-to-medium term, says analyst Anthony Young.
• Peabody Energy (NYSE:BTU) recently had to pay a 10% interest rate on bonds it issued, which Young says bodes badly for other coal producers, making it harder for to refinance debt and leading to cuts and liquidity squeezes.
• Macquarie lowers its stock price targets on Alpha Natural (NYSE:ANR) to $0.60 from $1.15, on Arch Coal (NYSE:ACI) to $0.90 from $1.25, on BTU to $5.30 from $6.40, and on Consol (NYSE:CNX) to $29.50 from $31.50.

Quelle: bigcharts.com

Quelle: bigcharts.com

Vor FOMC-Meeting: Massive Gold-Kauforder

Vor dem morgigen FOMC-Meeting wird eine gewaltige Gold-Kauforder ausgeführt..

Gold Spikes On Sudden $1.2 Billion Bid

Submitted by Tyler Durden on 03/17/2015 09:53 -0400

• Crude
 
• NYMEX

 

For no good reason aside from the algos had their fun to the downside and crude ran its stops, precious metals' futures have suddenly exploded higher on heavy volume... The surge in gold saw approximately $1.2 billion notional traded...

Source: http://www.zerohedge.com/news/2015-03-17/gold-spikes-sudden-12-billion-bid

BHP Billiton: Weitere Pläne zum Spin-Off South32

Die Aktionäre werden Anfang Mai über den geplanten Spin-Off abstimmen..

BHP outlines plan to spin off South32

Carl Surran, SA News Editor

• BHP Billiton (NYSE:BHP) outlines its plan to spin off the new company called South32, saying shareholders will vote May 6 on a proposal to offer investors one share in the separate company for every BHP share.
• BHP says South32 will distribute at least 40% of its underlying earnings as dividends to shareholders, and reiterates it will not re-base its own dividend lower following the de-merger.
• BHP last year announced its intention to spin off nickel, aluminum and other properties that would allow it to focus on fewer resource operations in what would be one of the biggest de-mergers in mining history.

Quelle: bigcharts.com