Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

Berner

Thai Gold = 96.5% Gold, oder 23 Karat

ThaiGold 1 Bath = 15.2 Gramm Preis heute (Ornament) 8450.- THB inkl. Arbeit. Thai Gold Barren = 8200.- THB in Bangkok, und 8300.- ausserhalb Bangkoks.

Gruss

ThaiGuru

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http://www.jsmineset.com/home.asp

Friday, October 01, 2004, 9:05:00 PM EST

Gold Market Summary

Author: Jim Sinclair

Gold’s action today speaks to its potential of becoming the world’s leading currency. Indeed, its recovery from a slight intra-day depreciation is a great recommendation for the probability of gold reaching $480 on this move, with the upper and lower trend lines defining this up trending channel.

The line of demarcation at $417 versus December forward has been significantly broken. This is a major occurrence that puts gold back into a full blown bullish character.

Certainly after this morning's action, the mind midgets of the Comex will attempt to move gold lower but all that foolishness will be a waste of time. Sure they will fight reality at $428 plus $430.30 - and yes they can have momentary success. But for investors, the Teacup's handle will fall and immediately thereafter $480 is all but certain.

The world is learning that the fundamentals of the dollar are worse than its abysmal technical condition. The world will soon realize that Vladimir is at war with George over the US dollar which is essentially defenseless. George is predicable and so is this conflict. In reality, certainty and predictability are major weaknesses on the dollar's flanks.

The small rally in the dollar only gives a potential of a slight technical pull back that has been initiated by those to whom zero capital gains tax means so much. To support the stock market, one only needs to support two companies that dragged the indexes down so hard. With the use of derivative spreads any market can be "run" so running two stocks is child's play in the game to control billions.

There is no bull base occurring here for the dollar for both technical and fundamental reasons. Gold is headed higher so you must get real or get hurt. The mistreated gold shares that you have held so long will now return the values that you anticipated - and more.

Gold market action in light of the IBD position begs this question: Will gold move out of this ranging mode over the next few months? My bet is YES but not without more attempts to unseat the inevitable. I plan once again as a trader to buy the weakness, not strength, and sell the strength, not weakness. As an investor I tend to simply HOLD.

I have complimented the American Indian's spiritual discipline that states that the earth is a Mother. One must treat our Mothers with the deepest respect and caring as if they are goddesses. Have we treated this earth that way as we battle and kill, as we bring the horror of separation to so many? Oil is behind the situation in Sudan. We trained the troops that are now killing the indigenous Africans. We have removed any source of negotiation for a settlement in the war against terrorism. Both parties are to blame.

Shame on us everywhere! Shame on our politicians for not adequately supporting financially and therefore not honoring the heroes that take to battle loyal to their commanders! Shame on those that outed the CIA NOC! Shame on the reporter who penned this horror story but moves so smugly in his daily activities! Shame on Enron, World.com, Freddie Mac and all those companies that have robbed and raped their shareholders. Is it any wonder that Mount St Helens erupted today? Is it any surprise that major earthquakes took place recently in Japan and California? Don't be surprised at the shocking earth changes that will cause disruption to so many as well as economic problems.

Become real or become disrupted.

Again, I would like to bring your attention to the following article by Dr. Gwynne Dyer whose commentary appears in more than 40 newspapers worldwide.

The poisoned chalice

Saturday, September 25th 2004

As the opinion polls move steadily in favour of President George W Bush and the likelihood of a John Kerry presidency recedes, Democrats in the United States can take solace in two facts. If their man is not in the White House for the next four years, then they will not end up carrying the blame for the almost inevitable US defeat in Iraq-and they will not have to preside over the biggest financial crisis to hit the US since the Great Depression.

Zitat

"The US dollar is going the way that [the British pound] went as it lost its place as the world's reserve currency," said Jim Rogers, the Wall Street wizard who in 1973 co-founded the Quantum Fund, one of the first and most successful hedge funds, in a recent interview. "I suspect there will be exchange controls in the US in the foreseeable future....Whoever is elected president is going to have serious problems in 2005-06. We Americans are going to suffer."

more...

http://www.gwynnedyer.net/arti…%20October%20Surprise.txt

toschi992000

Danke Toschi

Möchte mich auch bei Dir, und allen anderen Lesern und Poster wieder einmal bedanken, dafür, dass sie hier zum kontroversen Thema Gold und Silber so interessiert mitlesen, und aktiv teilnehmen, um damit diesen Thread seit seinem Start, zum meist besuchten Gold und Silber Thread im deutschsprachigen Raum zu machen, trotz seiner vielen englischsprachigen Postings. Das ist alles nicht selbstverständlich.

Ohne Euch alle, wäre dies nicht möglich gewesen.

Danke

ThaiGuru

hpopth

"Soros sei nichts weiter als ein ultrlinksgerichteter Radikaler mit extremistischen Ideen, schreibt die Republikanische Partei in einem Brief an ihre Mitglieder."

Solche und ähnliche Bewertungen erlangt man anscheinend, wenn man Bush durchschaut hat.

Soros ein ultralinksgerichteter Radikaler?

afm

Hast Du diesen Film schon gesehen?

Wenn nicht, solltest Du Dich unbedingt drum bemühen.

Es ist zwar, in Anführungszeichen, nur ein Dokumentarfilm, doch der Inhalt, und die Beweise die im Film gezeigt werden, sind so explosiv, dass es mich nicht wundert, warum sich die Filmverleiher in den USA geweigert haben diesen Film zu zeigen. Durch die Gründung einer einer eigenen Vertriebsgesellschaft gelangte dieser Film, der immerhin beim Cannes Film Festival 2004, mit der goldenen Palme "Best Picture" ausgezeichnet wurde, dann doch noch in die Kinos.

Mir ist leider nicht bekannt, ob dieser Film in Deutschland bereits gezeigt wird.

In Thailand wurde der Film in den Kinos meines Wissens bis jetzt nicht gezeigt, doch wird dieser Film "Fahrenheit 9/11" von Michael Moore in Bangkok, für 200 THB (ca.4 Euro) auf DVD zum Verkauf angeboten.

Falls Du ihn noch nicht gesehen haben solltest, mach Dich mal auf die Socken. Ein spannender Thriller ist ein Scheiss.... dagegen!

Es lohnt die Mühe!

ThaiGuru

Hier noch die Rückseite des Film Covers

Noch mehr Silber Verbrauch!!

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http://strategiy.com/inews.asp?id=20041003143131

World's first mercury-free silver oxide battery - by Sony

[Sunday, October 3, 2004 2:21:00 pm]

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Sony has announced the launch of the world's first mercury-free Silver Oxide battery. Considered one of the most difficult challenges within the industry, the introduction of the battery heralds a revolution for millions of watch owners around the world and a major advance for the environment. As a leader in the watch battery market, Sony has utilized its expertise to develop the new product, overcoming major technical obstacles.

"By developing the world's first ever mercury-free watch battery, Sony has demonstrated its concern for the environment, as well as its ability to innovate" Says Eric Prieur, Senior Product Manager of Sony Recording Media Europe. "The new battery is a serious step forward in our quest to produce environmentally-conscious products that minimize any impact on nature."

Sony produces a wide range of Silver Oxide batteries for wrist watches, small thermometers and mobile game products and is worldwide brand leader. The company began its Silver Oxide battery business in 1977 and as of September 2004 has manufactured cumulatively around 5 billion cells.

LordExcalibur

Danke für die Information

Hast Du selbst den Film gesehen?

Falls ja, was hälst Du von den Inhalten dieses Films?

Gruss

ThaiGuru

Heute mal mal nicht zum Gold Preis!

Verwundert auch nicht sehr, weil obwohl der Wolfgang ja im letzten Beitrag noch geschrieben hatte Gold hätte schlechte Chancen, Gold danach trotzdem gestiegen ist.

Woher der Wolfgang die Gewissheit her nimmt, von einer "Abwesenheit industrieller Nachfrage" beim Platin zu sprechen, bleibt mir jedoch völlig verschlossen.

Gruss

Thaiguru

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http://www.ftd.de/bm/ga/1096704943276.html?nv=cptn

Aus der FTD vom 4.10.2004

Edelmetalle: Streiks in Südafrika lösen Platin-Hausse aus

Von Wolfgang Wrzesniok-Roßbach

Nur ein schnelles Streikende bei den südafrikanischen Minengesellschaften Angloplat und Implat kann den Platinpreis in dieser Woche wieder beruhigen. Implat ist die Nummer zwei unter den Platinproduzenten.

Dauern die Streiks an, dürfte der Preis trotz einer gesunkenen industriellen Nachfrage weiter klettern. Derzeit herrscht Funkstille zwischen den Konfliktparteien.

In der vergangenen Woche war Platin mit 874 $ je Unze so teuer wie Mitte August. Die Preise könnten rasch auf über 900 $ und damit in die Nähe des 24-Jahres-Hochs von Mitte April klettern. Signale der Entspannung aus Südafrika und die Abwesenheit industrieller Nachfrage sorgten kurz für einen Rückschlag auf die Unterstützung bei 843 $.

Doch die Marke von 870 $ wurde wieder durchbrochen, als 27.000 Implat-Mitarbeiter am Donnerstagabend wegen eines Streits um Lohnerhöhungen in Streik gingen. Am Freitag folgten die Angloplat-Beschäftigten. Anders als bei Implat sei die Produktion noch nicht betroffen, sagte ein Sprecher des größten Platinproduzenten des Landes.

Wolfgang Wrzesniok-Roßbach ist Produktmanager Edelmetalle bei Dresdner Kleinwort Wasserstein.

© 2004 Financial Times Deutschland

Ja was zum Teufel haben wir den nun wirklich in Deutschland?

Einen Aufschwung oder eine Krise?

Heute scheint es mal wieder eine Krise zu sein!

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http://www.reuters.de/newsPack…oryID=595615&section=news

Köhler fordert umfassende Erneuerung gegen Krise in Deutschland

Sonntag 3 Oktober, 2004 15:50 CET

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Erfurt/Berlin (Reuters) - Bundespräsident Horst Köhler hat zum Tag der Deutschen Einheit eine umfassende Erneuerung gefordert, um Deutschland aus der Krise zu bringen.

weiter.....

http://www.reuters.de/newsPack…oryID=595615&section=news

Der alte spricht von Krise, während der neue von gesundem Wachstum redet!

Der Traum von weiterem Aufschwung und Oel für 35.- Dollar!

Ob wohl sein Vorgänger Horst Köhler vergessen hat, dem neuen IWF Chef Rodrigo Rata alle wichtigen Fakten mitzuteilen?

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http://www.reuters.de/newsPack…oryID=595552&section=news

IWF-Chef Rato sieht Weltwirtschaft in guter Verfassung

Sonntag 3 Oktober, 2004 10:08 CET

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Madrid (Reuters) - Trotz der hohen Ölpreise ist die Inflation nach Einschätzung von IWF-Chef Rodrigo Rato unter Kontrolle und die Weltwirtschaft in guter Verfassung.

Zitat

"Wir befinden uns in einer Phase gesunden Wachstums; die inflationären Spannungen sind geringer als wir angesichts der Tatsache, wie teuer Öl ist, hätten annehmen dürfen"

,

sagte Rato der spanischen Finanzzeitung "Expansion" am Samstag im Vorfeld der Jahrestagung des Internationalen Währungsfonds (IWF) und der Weltbank in Washington.

Er gehe davon aus, dass das Öl im Jahr 2005 rund 35 Dollar je Barrel (knapp 159 Liter) kosten und das Wachstum der Weltwirtschaft etwa 4,3 Prozent betragen werde.

Zitat

"Unsere Daten signalisieren, dass ein Anstieg des Ölpreises um fünf Dollar drei Zehntel des Wachstums der Weltwirtschaft kostet,"

sagte der Spanier, der Anfang dieses Jahres das Amt des IWF-Chefs vom Deutschen Horst Köhler übernommen hat.

weiter....

http://www.reuters.de/newsPack…oryID=595552&section=news

Die englische BBC zitierte gestern in einem Beitrag Aeusserungen des IMF/IWF, die im Gegensatz zu denjenigen von Reuters, eine viel pessimistischere Haltung erkennen lassen, als die fast schon euphorisch anmutenden Prognosen des IMF/IWF Chef Rodrigo Rato.

Wenn die Verantwortlichen beim IMF/IWF sich nicht einmal gegenseitig auf eine gemeinsame Aussage einigen können, und von der selben Institution IMF/IWFstark abweichende Aussagen verbreitet werden, muss man sich nicht wundern, wenn eines Tages die Menschen dem IWF überhaupt nichts mehr glauben werden.

Gruss

ThaiGuru

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http://news.bbc.co.uk/1/hi/business/3710828.stm

Saturday, 2 October, 2004, 23:06 GMT 00:06 UK

IMF worried about oil price rises

By Steve Evans
BBC North America business correspondent

The IMF has voiced strong concern at a Washington meeting about the dangers of rising oil prices to global prosperity.

[Blockierte Grafik: http://newsimg.bbc.co.uk/media…/_40151823_oilwell203.jpg]Higher oil prices act like a tax on spending

Ministers said that what they see as volatility in the oil market had increased the risk of derailing the economic recovery in the world economy.

The IMF reckons that the world economy will grow at about 5% this year, the fastest for three decades.

But it sees problems ahead - higher oil prices act like a tax on spending and so jeopardise growth.

weiter.....

Die Goldverkaufspläne des IMF/IWF sind geplatzt!

Gordon Brown, konnte seinen Wolf im Schafspelz (Gold für die Entschuldung der ärmsten Länder dieser Welt) noch nicht verkaufen.

Um den ärmsten Länder dieser Erde zu helfen, bedarf es keiner Goldverkäufe, dieses sicherlich berechtigte Anliegen liesse sich ohne Gold Verkäufe genauso bewerkstelligen. Doch daran haben einige wohl kein Interesse.

Brown hat die nötige Mehrheit nicht erhalten.

Darum wird es, bis zum nächsten Versuch zumindest, auch keine IMF/IWFGold Verkäufe geben!

Das Goldcabal wird sich darüber sicherlich nicht sehr freuen!

Dem Goldpreis jedoch dürfte es zusätzlichen Auftrieb geben.

Gruss

Thaiguru

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http://news.bbc.co.uk/1/hi/business/3711078.stm

Sunday, 3 October, 2004, 16:50 GMT 17:50 UK

IMF failing to agree on debt plan

The world's leading finance officials and ministers appear to have failed to reach agreement on debt relief for the poorest nations.

[Blockierte Grafik: http://newsimg.bbc.co.uk/media…mf-meeting-brown203ap.jpg]UK chancellor Gordon Brown is leading the calls for debt relief

Wrapping up a weekend of International Monetary Fund (IMF) and World Bank talks in Washington, no agreement seems to have been secured.

While UK Chancellor Gordon Brown has put forward a specific 100% debt relief programme, others are more cautious.

So far the IMF members have not been able to agree on a concrete plan.

......

Golden ideal

Under Mr Brown's proposals, the IMF would help pay for debt relief by revaluing its substantial gold holdings.

Action Aid, a charity which campaigns for the cancellation of the debt of the world's poorest nations, expressed its disappointment that the IMF had failed to reach agreement.

weiter.....

http://news.bbc.co.uk/1/hi/business/3711078.stm

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http://news.goldseek.com/CliveMaund/1096902001.php

Is this it?

By: Clive Maund

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http://www.mineweb.net/columns…an_renaissance/350979.htm

Critical issues for investment in SA gold

By: Jim Jones
Posted: '03-OCT-04 17:00' GMT © Mineweb 1997-2004

JOHANNESBURG (Mineweb.com) --Patriotism, n. Combustible rubbish ready for the torch of any one ambitious to illuminate his name. Ambrose Bierce: The Devil’s Dictionary, 1881

“Patriotism is the last refuge of a scoundrel.” Samuel Johnson 1709-84 quoted in Boswell’s Life of Johnson.

It was only a few months ago that South Africa’s ANC government and its president Thabo Mbeki had their collective knickers in a knot when one of their country’s leading companies listed the risks it faced in doing business in South Africa. Politicians, who ill-understood SEC rules on disclosing risk by companies whose shares were traded directly or indirectly (through ADRs) on American stock exchanges, seized the opportunity to wrap themselves in the patriotic flag and to hit out at white businessmen who were simply complying with stock exchange rules.

The mandatory risk warnings were tagged as being unpatriotic, as being deliberately contrived to damage the country’s investment status. But, in the process, the politicians’ patriotic grandstanding raised investors’ apprehensions about investment in the world’s largest gold producing country.

The politicos quickly realised the error of their ways, with the result that there has been not a chirrup over the risk warnings published by gold miner Harmony in its 2004 annual report. Today’s patriotic politicians, as all voters know, are not the cynics inferred by Ambrose Bierce and Samuel Johnson.

If evidence of this pragmatism were needed, one has only to look at president Mbeki’s welcoming of the R20-billion bid by UK banking group Barclays for control of Absa, South Africa’s largest banker. Mbeki blithely ignored direct initial criticisms leveled at the Barclays bid by some of South Africa’s largest unions and, indirectly, by his country’s finance minister, Trevor Manuel.

The presidential message was clear: Foreign investors are more than welcome in South Africa. And this is underscored by the politicos’ silence over the Harmony annual report’s three pages of tightly printed risk warnings.

Nonetheless there are real risks to any investment in Harmony or, for that matter, the other major South African-domiciled gold miners. Political risks do exist. But they are of neither greater nor lesser importance than those environmental, physical and financial risks faced by gold miners elsewhere across the globe.

Harmony’s greatest risk is the combination of rand:dollar exchange rate and the dollar price of gold. At end-June Harmony reckoned that it had 62.26 million ounces of gold in its measured reserves of which all but 3.34 million ounces were in South Africa and almost half in the Free State where the original Harmony mine was located.

In Australia Harmony had gold reserves of 1.29 million ounces and in Papua New Guinea 2.05 million ounces.

Inclusive of the measured reserve ounces, Harmony’s total resources were 521.43 ounces of which only 12.67 million ounces were in Papua New Guinea and 12.13 million ounces in Australia. In other words, Harmony’s future remains, and will remain, largely tied to South Africa where exchange controls, as listed among the risks facing the company, are a major block to its investing in other countries.

But as CE Bernard Swanepoel points out in his report to shareholders, the 62.26 million ounce measured reserve figure is calculated at a gold price of R92,000/kg. Cut that price by 10 percent to R82,800 and the reserves fall 15 percent to 53 million ounces. If the rand gold price rises by 10 percent to R101,200/kg the reserves increase by only 4.4 percent to 65 million ounces. The downside is greater than the upside.

At present the rand gold price is something less than R88,000/kg, meaning that more than one fifth of Harmony’s current South African production results in operating losses. Mines and shafts are being closed, miners are being retrenched and emphasis is being placed on cost cutting, more-efficient working and increasing grades. But this latter tactic means that lesser-grade, unprofitable gold has to be left underground and may well never be extracted. And, judging by the grades at which Harmony’s indicated and inferred (as opposed to measured) resources are calculated, only a small fraction of those 400-odd million ounces of inferred and indicated South African reserves will ever be mined at current rand gold prices and operating costs.

Talk about potential risk! But that is not the end of it.

South Africa’s ANC government has already passed legislation compelling formerly white-owned mining companies to transfer 26% of their operations to black owners. Harmony has complied with this through its merger with black empowerment company ARMgold. That merger provided Harmony with some scope to improve the exploitation of its so-called quality (as opposed to leveraged) assets in the Free State goldfield.

Fair enough. But a further sting in the tail comes with the government’s proposed introduction by the year 2009 of a 4 percent royalty on gold revenues (revenues not profits!) in terms of the so-called Money Bill that has still to be passed into law by parliament. If today’s gold prices, exchange rates and costs were to persist, that royalty could wipe out the profits of virtually all of Harmony’s South African mines. Harmony has yet to make a public estimate of the likely effect, but it is unlikely to be trivial.

Whether this analysis will be tagged as unpatriotic or deliberately damaging to South Africa’s investment image remains to be seen. Some politicians might still be more intent on scoring political points than on taking a realistic view of the potential risks faced by South Africa’s gold miners and their shareholders. But most will resist the temptation and in future will be going along with their president’s (and party leader’s) pragmatism

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China Rebuffs U.S., Refuses to Give Timetable on Yuan

Zitat

``If you force China to change it will hurt the U.S. You destroy a goose that will give you a golden egg.''

Was in etwa soviel heisst wie:

Zitat

"Wenn ihr China drängt (aufzuwerten) wird es die USA selbst treffen. Ihr zerstört damit eine Gans die Euch goldene Eier legt!"

weiter......

http://quote.bloomberg.com/app…d=aqInugWKloSg&refer=home