Gold und Silber... Informationen und Vermutungen I

Schon besser, hast recht, Fuchs , mir ging es hier um die Tatsache, dass im Minensektor jetzt gerade Veränderungen anstehen, die man genau verfolgen sollte.
Und dann ist es in diesem Fall ja auch noch eine Goldmine, - und das wo doch Gold gar keine Zinsen abwirft!

So hat es mir die Wertpapierbeauftragte der Deutschen Bank vor sieben Jahren auch erklärt.
Und das war doch eine kluge Frau, hinter ihrer ganzen Schminke ... .
Und nun geht die DB selber in eine Goldmine ...

Ebenso wird ja die Chinesische Investmentgesellschaft SAVE den Markt voraussichtlich etwas durchrütteln.
Nur halt mit Faktor 1000.

Grüsse,
gutso

Zitat

Original von gutso
Schon besser, hast recht, Fuchs , mir ging es hier um die Tatsache, dass im Minensektor jetzt gerade Veränderungen anstehen, die man genau verfolgen sollte.
Und dann ist es in diesem Fall ja auch noch eine Goldmine, - und das wo doch Gold gar keine Zinsen abwirft!

So hat es mir die Wertpapierbeauftragte der Deutschen Bank vor sieben Jahren auch erklärt.
Und das war doch eine kluge Frau, hinter ihrer ganzen Schminke ... .
Und nun geht die DB selber in eine Goldmine ...

Ebenso wird ja die Chinesische Investmentgesellschaft SAVE den Markt voraussichtlich etwas durchrütteln.
Nur halt mit Faktor 1000.

Grüsse,
gutso

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Macht Euch mal locker, wenn eine Investmentbank als Vorreiter in den Sektor vorbricht. Soetwas kann Richtungsweisend sein UND das ist es auch. Ackermann par example war wo einem Monat auf Asienreisen - nur mal nebenbei. Die Entscheidung in das Business einzusteigen, indem wir schon so lange sind, ist doch perfekt - für uns! Natürlich ist das Ziel Crescent irgendwann höher weiter zu verkaufen - notfalls auch an Barrick, wenn der Preis stimmt. Die DB positioniert sich jetzt, andere werden folgen. Vor allem unser chinesischer Superfonds.

Ich rufe zu Optimismus und warte sehnsüchtig auf den Gold Pour bei meinem Investment (diese, nächste Woche!)

P.S.

[Blockierte Grafik: http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_2.gif]

[Blockierte Grafik: http://www.spiegel.de/img/0,1020,782104,00.jpg]

...können schon lange, wenn sie denn dürfen:

...na ja, in Australien:

Cape Lambert says Chinese co buys 70pct of its iron ore project
Source: PERTH, March 27 AAP
Published: March 27 2007, 3:49PM

Chinese outfit Best Decade Ltd has joined the rush to secure iron ore supplies from Australia, paying $250 million for a stake in Cape Lambert Iron Ore Ltd's magnetite mine.

The Beijing-based Best Decade, which holds a majority stake in steelmaker Delong Steel, is set to acquire a 70 per cent stake in the 2.5 billion tonne magnetite project in the Pilbara region of Western Australia.

Magnetite is low-grade iron ore and requires intensive processing to produce a saleable material. This is unlike the high-grade hematite ore that can be shipped directly to customers.
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The deal comes a day after Fortescue Metals Group Ltd inked an offtake agreement with major Chinese steelmaker Baosteel, which is notionally worth up to $US10 billion ($A12.37 billion).

It also comes less than a week after one of China's largest state-owned steelmakers - Shougang - agreed to finance Australasian Resources Ltd's $US2.1 billion ($A2.61 billion) Balmoral South magnetite project in the Pilbara.

Cape Lambert director Tony Sage said the agreement would provide the company with continued exposure to the project.

He said it would also allow the company to finance its 30 per cent share of development expenditure from cash reserves.

"The company will retain a significant equity holding in the asset and now have significant cash reserves that will allow us to evaluate and possibly acquire other projects," Mr Sage said.

"We are in the unique position of having sufficient cash reserves that will allow us to run the ruler over a number of seriously exciting projects."

Cape Lambert has said the magnetite mine had a potential for a 15 million tonne a year operation, starting production in 2009 and costing about $600 million to develop.

The agreement with Best Decade is conditional on Cape Lambert confirming an indicated resource of 300 million tonnes.

Best Decade has trumped several rival steel groups for its stake in the project including large Indian corporate house Essar Group and Chinese outfit Sinosteel.

Cape Lambert shares surged on the news and added six cents or 12.9 per cent to 52.5 cents by 1543 AEDT.

By Ben Sharples


...und bieten für 70% dieses einzigen Projekts etwa die doppelte Marktkapitalisierung

...da werden auch totgeglaubte wieder munter

emoba

Hossa! Das ist aber ein dicker Dübel, den die da in die Wand drücken, emo!
Wenn das ein Vorgeschmack ist, was uns da weiter erwartet, bitte, mir solls wirklich recht sein!
Vermutlich kaufen sie in der Hauptsache Rohstoffe mit ihren Fed-Notes & weniger Edelmetalle - aber man wird es wohl auch im Edelmetallsektor spüren ... .
Denn investieren will man ja bestimmt auch, nicht bloss Rohstoffe sichern ... .

Gruss,
gutso

hmm..bin zwar eigentlich hauptsächlich ein "stiller Leser" da...aber eine Frage drängt sich mir jetzt schon auf: ....wenn ich mir so die letzten Einträge bez. Gold anschau....WAS IST DENN DA LOS?????....

Hallo Fritz,

Du wunderst Dich vermutlich wie wir anderen Schreibenden auch, was sich da so tut. Wir wissen es auch nicht, wie Du siehst.
Aber man kann sich so einige Mosaikstückchen zusammenfügen.
Und das Bild das dabei entsteht, sieht jedenfalls überraschend positiv aus, für die Rohstoffinvestments und den Edelmetallsektor gleichermassen. ...

Grüsse,
gutso

PPS: Es freut mich übrigens, wenn man als ansonsten Mitlesender mal was schreibt, ist das immer eine feine Sache.
Ist ja auch immer ein Stück Überwindung, man könnte mal aus Versehen Blödsinn schreiben ... .
(Manchmal natürlich auch mal nicht aus Versehen )

Hier noch was Chinesisches:

http://www.321gold.com/editori…eeden/vaneeden032607.html

Zitat

Pay attention to China
Paul van Eeden
Mar 26, 2007

As usual, the market is over-thinking and over-analyzing the US Federal Reserve Open Market Committee Statement released Wednesday where the Fed conveyed its decision to keep the overnight interest rate steady at 5.25%.

(...)

Short term fluctuations in the market are due to fickle emotional reactions by investors to new information, and are impossible to predict with any kind of consistency. On the other hand, longer term events that are based on fundamental changes or inconsistencies are far easier to predict even though the timing of such events is equally impossible to predict. Along those lines, a comment by the People's Bank of China's Governor, Zhou Xiaochuan, regarding that country's more than one trillion dollars' worth of foreign reserves, is far more important than what the Fed said this week.

Zhou was quoted as saying: "... many people say that foreign exchange reserves in China are large enough. We do not intend to go further and accumulate reserves."

China's vast and rapidly growing foreign exchange reserves accumulate because China does not sell the surplus US dollars that it receives from its trade surplus with the United States into foreign exchange markets, but buys US debt with them instead. Under normal circumstances China would have sold its surplus US dollars and not accumulated such a vast foreign exchange reserve; however, the United States' trade deficit is so large that if China, Japan and Europe were to sell their trade dollars into foreign exchange markets the dollar exchange rate would collapse.

Last year the Organization for Economic Co-operation and Development (OECD) determined that the dollar had to fall by 35% to 50% in order to balance the US current account gap. My calculations of the dollar's over-valuation based on the gold price also suggest that the dollar has to fall by about 35%.

China does not have to sell any of its existing dollar reserves to precipitate a decline in the dollar -- all it has to do is stop accumulating dollars. The current US trade deficit with that country alone is running over $20 billion per month, and that is not an insignificant amount. If China stopped accumulating foreign reserves those dollars would be sold and I expect that when that happens, the dollar will fall.

(...)

The ramifications are that there will subsequently be less demand for US Treasuries and agency debt. That will push US interest rates higher regardless of what the Fed says, and higher interest rates will be detrimental to US economic growth and US equities. One would expect that higher US interest rates would be positive for the dollar, but with surplus trade dollars hitting foreign exchange markets we can expect to see the dollar fall in tandem with rising interest rates. A falling US dollar in the face of rising US interest rates is the key event that I am waiting for to indicate that a significant and sustainable rise in the gold price is occurring. Until then the gold price should continue to creep upwards as a result of fiat money inflation.

(...)
Paul van Eeden
email: pve@publishers-mgmt.com
(...)

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Hier was lustiges als Illustration dazu, stammt zwar der Schrift nach zu urteilen nicht aus China (eher Japan), aber die Gemütslage trifft das schräge Bild dennoch ganz gut.

[Blockierte Grafik: http://goldseek.com/news/GoldSeek/2007/beru%20final.JPG]

Morning Blanchard Economic Research Note

Following up on our note yesterday, the ECB has released new gold sales figures for the past week. Roughly 12 tonnes (385,000 ounces) were sold by two Euro system banks into the market. This follows 16 tonnes (515,000 ounces) of sales the previous week. The market hasn't seen sales at these magnitudes for consecutive weeks for some time. The key point to focus in on is that in the past under sales of this size in consecutive weeks in the market, prices have dropped considerably.

...

http://news.goldseek.com/GoldSeek/1175000220.php

John Embry

The time for gold "to go ballistic" approches

http://sprott.com/pdf/investor…rs_digest_mar_30_2007.pdf

[Blockierte Grafik: http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_2.gif]

Oil spikes $5 on rumors of Iran attack

After-hours contract jumps 8 percent on rumors that Iran fired on U.S. warships; navy denies story, crude falls from highs.

March 27 2007: 6:27 PM EDT

NEW YORK (CNNMoney.com) -- U.S. crude Futures spiked over $5 a barrel in electronic trading late Tuesday on rumors that Iran fired on U.S. Navy warships.

Crude gave up most of those gains according to one trader after reports of a confrontation were denied.

U.S. light crude for May delivery jumped $5.18, or about 8 percent, to $68.91 a barrel in electronic trading before settling back down to $64.40, $1.47 above Tuesday\'s closing price on the New York Mercantile Exchange.

"We have no information at this time that an incident has taken place in the Gulf," Gordon Johndroe, a spokesman for the National Security Council, said about reports of a confrontation between Iran and U.S. Navy warships.
"This just illustrates how this market is on tender hooks regarding the situation in the Gulf," said Andy Lebow, a broker at Man Financial in New York.

666 $ sind Schnee von vor 10 min.

Der Kerl ist im Urlaub..und die Minen fallen....schon ungewöhnlich.

cu DL

Ja, PatroneLupo, das sind Eldos entspannte Hirnströme, die dem Markt zusetzen!

Dazu hab ich von gestern noch was Passendes:

http://www.321gold.com/editorials/casey/casey032707.html

Zitat

While here at Casey Research, we remain extremely bullish on gold, it is important, even critical, to keep in mind that bull markets make anyone on the right side of the trade think they are smarter than they actually are.

Consequently, it is when things are really going in your favor - as they have these many years now for anyone early into gold -- that you have to be most on guard, because pride really does come before the fall. For proof of that contention, just think of those people you know who were profitably early into the dot-com bubble but failed to sell when the selling was good.

So, being on guard, I thought it worth revisiting the question of how gold stocks perform in a broader stock market crash.
As you can see from the chart below, while gold stocks and the broader markets, represented by the S&P 500, can move together, they can also move in distinctly different directions.

[Blockierte Grafik: http://www.321gold.com/editorials/casey/casey032707.gif]

Look especially at the time period around the last big stock market meltdown in 2000.
While there were spikes in the volatility of gold stocks during the period, the general trend for gold stocks was solidly up... at the same time that the general trend in broader stock indices was decidedly down.

It is also worth noting that while the market suffered a solid thwapping (a technical term meaning a hard slap up the side of the head) during this period, the thwapping was not related to a monetary crisis, nor even any particularly dire economic fundamentals, but rather the panicked unwinding of a speculative bubble in dot-com stocks.
By contrast, the crisis now closing in on us is all about a monetary meltdown... a set-up that can only favor gold. Even so, the picture above paints a pretty clear picture of gold's - and gold stocks' - role in a market crisis.

Sit tight, and you'll be more than alright.

David Galland

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Grüsse,
gutso

Hauptsache ihr entscheidet euch mal für etwas. Einmal korrelieren EM Shares identisch mit Indizes, dann wieder genau das Gegenteil Mir wird der Überhang an Vermutungen hier eh schon zu arg.

Und mir rutscht Dein Tonfall langsam wo vorüber ...
Stänkerst immer nur rum ohne Beitrag. Zu wenig, oder.

@ silverchiller:

... die welt und auch

...Korrelationen sind keine Einbahnstrassen...

...und manchmal ändern sich die zugrundeliegenden Ursachen

...so schnell wie...

eMoBa

@ gutso:
...gut die Analyse von Casey, die das Trauma vieler Minen fans relativiert,

...Fallen Aktien--- Fallen Minen--- muss NICHT sein, aber...

grüsse

emoba

Zitat

Original von emoba
(...)
--- muss NICHT sein, aber...
(...)

Hallo Ihr,

"muss nicht sein, aber" ist wohl das Fazit, das unterm Strich rauskommt, ja.

Der Kleine mit der Schlange ist doch süss, oder?

Grüsse,
gutso

hmmm..? ich bin ja eigentlich eher der "stille Leser" hier im Forum...und verfolg das Geschehne eher passiv....aber eine Frage drängt sich mir schon auf: WAS IST DENN DA LOS ??????...vielleicht kann mir ja wer weiterhelfen und mir ne info geben ,die ich offensichtlich nicht registriert hab