SILBER : Märkte und Informationen

Zitat von buddhalf

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Hi Bullionbulls,

thanks for your continued posting of good articles and opinions.

I have attendet the Precious Metals Fair in Munich. I think we all agree that the solution for the individual is so simple (to buy bullion) and nonetheless so few from the population do it .
At the same time , by doing this, this would be a clear vote of misconfidence toward the existing monetary regime and would force the powers that be toward a more honest system.
Well I keep on talking about this topic in my circles of friends and once in a while , after some time, it bears fruit, as a friend of mine bought 3 kg of silver for the first time on saturday.
Well, a start !

Translation: it might have improved at google, but it is still not easy to underand....let alone nice to read

All the best,
b. from munich

Alles anzeigen

Danke Buddhalf!

I think part of the problem with the Google translation is my writing style. Perhaps what I will do is plan in advance which commentaries I would like to translate - and then use "friendly" language for this computer program.

With regard to our crumbling monetary system, the peoples of Europe have been betrayed in a treasonous manner by their own governments - as NONE of Europe's debt sinners can be "bailed out" as long as Wall Street's terrorists can continue driving interest rates higher with their fraudulent manipulation of credit default swaps.

The fact that Europe's (so-called) "leaders" have not denounced this economic terrorism is PROOF of their own collusion. People MUST do everything they can to bring down the system - since it is 'rotten' beyond any possible redemption.

I urge the members here to familiarize themselves with the basic concepts (and facts) about the silver market. "Confiscation" is coming again, definitely for silver - and possibly for gold as well.

It is important for people to understand how media propaganda TODAY is virtually identical to what was being written in the U.S. media before the U.S. government confiscated silver in 1934...

Silver: Shorting Consumes, Investing Conserves

It is a very simple proposition to explain how “shorting” is an activity which relentlessly, inevitably destroys markets, while investing is a benign activity which inevitably “heals” markets which are out of balance. What makes it difficult to understand this concept is years of media brainwashing branding investors as “speculators” and/or “hoarders”.

To pierce this brainwashing, I will explain these simple principles of arithmetic using an example to which we can all relate. Let’s assume that instead of JP Morgan hating silver that it hated chocolate bars instead. And so to destroy that market (and deprive the world of chocolate bars) JP Morgan began to ruthlessly “short” chocolate bars.

For the sake of argument, let’s assume that this ruthless shorting drove the price of chocolate bars to 10 cents apiece (since shorting always depresses prices). What would happen then? The immediate, obvious consequence is that chocolate bars would be cleaned-out on all the shelves of all the stores around the world, as people stampeded to take advantage of this incredible “sale” on chocolate bars.

However, the full consequences of this shorting are far, far worse. Virtually no chocolate bar-makers on the planet could manage to “break even” selling chocolate bars at 10 cents apiece, as the cost of their materials alone would greatly exceed that price. Most of the world’s chocolate bar-makers would be bankrupted, creating a much, much more severe chocolate bar shortage.

Most importantly, the chocolate bar “crisis” would never end unless/until prices rose substantially. At that artificially low price, it is a mathematical impossibility for there to ever be sufficient supply to meet demand. Enter the investor...

Full commentary: http://www.bullionbullscanada.…ver-commentary&Itemid=130

Silver: The Future of Solar Power?

by Northwest Territorial Mint Staff

While gold hit record territory in August silver prices stayed at mostly modest levels through the month. That could change in the latter part of the year, according to several analysts who see it hitting record highs. The reason is the increasing industrial demand for silver.

Over the last ten years industrial use of silver grew by 39% from 349.7 million ounces in 2001 to 487.4 million ounces last year, according to the financial markets analysis and forecasting online publication The Market Oracle. Right now industrial use accounts for half of the global silver demand, but that’s expected to rise to 70% over the next decade because of the increasing use for the precious metal.

Silver’s properties make it critical for many applications, particularly in the electrical and electronics sector. More than any other market, though, the solar photovoltaic (PV) industry is fueling the growing demand for silver.

Silver is the ‘metal of choice’ in the PV industry because of its exceptional conductivity. It’s used on grids, placed on the front and back contacts of the silicone-coated cells. With the PV industry becoming an increasingly strong and growing segment several analysts predict it could change the supply/demand balance.

The European Photovoltaic Industry Association goes so far as to predict that solar power could satisfy the electricity needs of 14% of the world’s population by 2030.

That has silver market expert David Morgan expecting silver prices to rally to around $45 per ounce in the fourth quarter of this year. But, he doesn’t expect it to stop there. Morgan says, based on rising industrial demands, silver prices could hit $100 per ounce long-term. He’s not the only one who thinks so.

The chairman and CIO of Leeb Capital Management sees silver prices rising to above $100 per ounce. The primary reason is China’s demand for silver from its solar panel industry. Right now, China spends almost $1 trillion on alternative energy and China commands a 50% share of the fast-growing global solar market.

Some stock analysts say demand for silver is at an all-time high and could go even higher. China imported about 245 metric tons of silver in February, close to the 260.6 metric tons it imported in February 2010 when silver was far cheaper. That proves China will pay more than $30 per ounce for the white metal.

China isn’t the only country expected to have an increasing demand for silver. The US market for solar PV applications is expected to rise to 12% of the global market by 2015 according to solar market research group Solarbuzz. That would be a sharp increase from the current level of 5%.

A recent study commissioned by the Silver Institute found demand for silver is expected to reach nearly 70 million ounces this year. That would be an increase of around 40% year over year. The reason for the rise, according to the study, is solar power.

http://www.preciousmetalsmonthly.com/2011/11.09/#article00

Je mehr "bullisch" sind, um so mehr fällt es ... denn die Kurse sagen was anderes ...
Und das sage ich jetzt nicht deswegen, weil Silber für mich unterm Strich die letzten 12 Monate ein Griff ins Klo war ...

Gruss auch

bettel

No one has done more with their research to expose the danger of silver confiscation today than Charles Savoie, in his vast chronology "The Silver Stealers". Let me warn people that this is brutal, tedious reading. However, you will never learn MORE about what been done to the silver market than by going through Savoie's research.

Interview with Charles Savoie

In the relatively short number of years in which I have been researching and writing about the silver market, I have benefited greatly from the work (and the wisdom) of a number of “pioneers” to the precious metals sector. With respect to silver in particular, the two people who have done the most to educate me, and shape my views on the silver market are Ted Butler and Charles Savoie. Thus it is with great pleasure that I present this written interview with Charles Savoie.

Charles is a private researcher/historian who has invested a considerable amount of time and effort in compiling a vast body of research which he has titled “The Silver Stealers”. His chronology originally dealt primarily with events taking place in the 19th and early-20th century. However, he has since updated and expanded upon that initial chronology to include further events (and the individuals behind those events) right up to the present day. He links a relatively small but extremely powerful group of individuals (and often their descendants) together through two common “threads”: their propensity for actions which were extremely detrimental to the silver market and/or the holders of silver; and their membership in a little-known organization which they have called “The Pilgrims”.


1) What was it which first drew your attention to this particular era and the events which were taking place at that time? Was it your interest in the silver market, or is it your studies of this period which led you to become so bullish toward the silver market?

I did a multi-part series called “Britain Against Silver,” tallying over 324,000 words, which ran at Silver Investor site, beginning in August 2007. I researched England’s activities globally against silver, using as reference resources The Times, London; the New York Times; Commercial & Financial Chronicle; Mining Congress Journal; China Weekly Review and many others...

Full commentary: http://www.bullionbullscanada.…ver-commentary&Itemid=130

http://nachrichten.t-online.de…lenburg/id_51418242/index
hat da jemand seine Silbermünzen nicht richtig versteckt, vergraben, oder am Geld für´s Schließfach gespart?

wenn die Schatzkarte nicht ordentlich an den erwünschten Erben weitergerreicht wird. Das kann doch nicht so schwer sein. Die Reichs- Pardon Bundeshauptstadt könnte heute in Weltzin liegen. (Was ist Weltzin....?)

Schöne Grüße

Zitat von bettelmann

Je mehr "bullisch" sind, um so mehr fällt es ... denn die Kurse sagen was anderes ...
Und das sage ich jetzt nicht deswegen, weil Silber für mich unterm Strich die letzten 12 Monate ein Griff ins Klo war ...

...was passiert eigentlich wenn die Chinesen einen Großteil ihrer Silberzertifikate abstoßen, weil sie aufgrund der Immobilienblase liquide bleiben müssen ?! ...gute Einstiegschancen in Sicht ?!

eine Studie der Bundesregierung geht davon aus,


dass schon in 20 Jahren fast 80%
der weltweiten jährlichen Silberförderung


allein in diesen Zukunftstechnologien (z.B. Photovoltaik) verschwinden werden.

Zitat von silberfreak

eine Studie der Bundesregierung geht davon aus,


dass schon in 20 Jahren fast 80%
der weltweiten jährlichen Silberförderung


allein in diesen Zukunftstechnologien (z.B. Photovoltaik) verschwinden werden.

Alles anzeigen

Gibt's da eine Quelle zu? Würde mich interessieren.

http://www.rottmeyer.de/nachru…ment-page-1/#comment-2657

Zitat

Zwei Studien haben sich mit den abbaubaren Silbervorkommen beschäftigt. Eine 350-seitige Studie, für die Bundesregierung im Jahr 2007 erstellt, weist weltweite Reserven in Höhe von 270.000 Tonnen Silber aus. Bei einer jährlichen Förderung von knapp 20.000 Tonnen, ginge das weiße Metall in 14 Jahren zur Neige. Unter Reserven ist mit herkömmlichen Mitteln abbaubares Silber gemeint. Stiegen die Preise, würde sich der Abbau auch von den niedriger konzentrierten Vorkommen lohnen, wozu die Ressourcen zählen. Das Silber geht also doch nicht so schnell zur Neige. Voraussetzung dafür wäre aber technischer Fortschritt und höhere Preise.

Wieso geht denn Silber heute so auf Talfahrt? Hat das was mit dem Anleihenmarkt zu tun? Die Börsen sind ja nur moderat gefallen. Kann mir das nicht so ganz erklären.

... das ist doch ganz einfach erklaert: SPEKULANTEN die mit Milliarden herum spielen eben. Mit Markt und Fakten hat die Boerse rein NULL mehr zu tun! Womoeglich wird mit "rettungsmilliarden" herum manipuliert um den Dummbuergern vorzugaukeln: "Allles ist gut, alles ist gerettet". Wer die Zinsen erwirtschaften muss, das wird natuerlich keinem erzaehlt. Mit Vollgas in die EU Diktatur, Endstation NWO.

http://www.mineweb.com/mineweb…39610&sn=Detail&pid=92730

Kitco

Keith Neumeyer: The Silver Market Lacks Integrity

By Ron Hera

Nov 22 2011 10:43AM
http://www.heraresearch.com

The Hera Research Newsletter (HRN) is pleased to present an incredibly powerful interview with Keith Neumeyer, Chief Executive Officer, President and Director of First Majestic Silver Corp. (TSX:FR / NYSE:AG). Mr. Neumeyer began his career at the Vancouver Stock Exchange and worked in the investment community for 26 years beginning his career in a series of Canadian national brokerage firms including McLeod Young Weir (now Scotia McLeod), then Richardson Greenshields and then Walwyn Stogell McCuthchen (which became Midland Walwyn).

Mr. Neumeyer moved on to work with several publically traded companies in the natural resource and high technology sectors. His roles have included senior management positions and directorships in the areas of finance, business development, strategic planning and corporate restructuring. Mr. Neumeyer, who has listed a number of companies on the Toronto Stock Exchange, has extensive experience dealing with financial, regulatory, legal and accounting issues.

Hera Research Newsletter (HRN): Thank you for joining us today. Let’s begin by talking about silver supply and demand.

Keith Neumeyer: Silver mine production was around 736 million ounces in 2010. Demand was around 1 billion ounces. Scrap silver recycling and some government sales filled the gap. We’re at historic lows in terms of above ground silver. Eric Sprott recently said there are 1 billion ounces of triple nine silver left aboveground. Unlike gold, silver gets used. We’re at historic highs in supply when it comes to gold, but the exact opposite is true for silver.

HRN: Is there a deficit in terms of mine supply?

Keith Neumeyer: We’ve had a supply deficit for the past 13 years. 2009 was the first year we created equilibrium. We only went into a surplus in 2010, in terms of industrial and jewelry fabrication demand. The surplus mine supply was purchased by investors, obviously. A lot of mining companies are showing lower production because a lot of silver comes from base metals and, with lower base metals prices, it’s becoming more difficult. I don’t see any major supply drivers for silver in the next several years.

HRN: Do you expect more scrap silver to enter the market?

Keith Neumeyer: That’s what happened in 2009 when gold rallied over $1,200 and then corrected to below $1,100. It was primarily caused by scrap gold entering the market. I believe the same thing was happening for silver. We’ll see that again as the metals make new highs. It’s the same as a stock. You replace part of the shareholder base at different levels.

HRN: Are you optimistic about future demand?

Keith Neumeyer: Yes, I’ve been optimistic about silver since 2002 because silver is a strategic metal. I think it’s more important than gold.

HRN: Are there new applications that could increase demand?

Keith Neumeyer: We’re seeing all kinds of new applications. A recent report by Barclays forecast that 120 million ounces of silver will be used for solar power generation in 2012 versus 40 million ounces in 2009. The battery industry is growing as well. Zinc-silver batteries provide very stable capacity—their output doesn’t degrade like lithium batteries—and they deliver 40% more energy compared to nickel metal-hydride batteries. They’re safer than water-based chemical batteries because they don’t heat up or explode. They’re also mercury free and 95% recyclable. Lithium-ion batteries in cell phones, for example, need to be replaced after 12 to 18 months. I’m very optimistic about battery technology. There are also robotics and other applications on the horizon.

HRN: What’s your long term price target for silver?

Keith Neumeyer: Silver will reach a value based on its natural ratio of 15:1 with gold. I expect to see at least $2,000 gold and most likely $3,000 in the next 3 to 5 years, so silver will be between $130 and $200. It’s a big number from where we are today but that’s where I think we’re headed. We’re dealing with a market that needs to be corrected.

HRN: Isn’t the price of silver set by supply and demand?

Keith Neumeyer: I don’t think supply and demand has anything to do with the price, unfortunately. The world we live in today is a paper environment where silver is priced by financial circumstances. Banks, traders and investors around the world move markets to where they want them to be. Governments and commercials—big banks like HSBC and JP Morgan—all have a piece of the action. They alternately work together or sometimes against each other. All these forces price the metal. That’s one reason we’re seeing the volatility that we’re seeing today.

HRN: How can supply and demand be irrelevant?

Keith Neumeyer: In short term trading, the price is financially driven. Eventually, markets do correct themselves over time. In the long run, supply and demand does have influence. That’s why the price will ultimately return to its natural ratio of 15:1.

HRN: How is the price of silver financially driven?

Keith Neumeyer: It has to do with the financial instruments that we trade in and with the fact that silver trades a billion ounces per day on the COMEX alone when there are 26 to 30 million ounces of silver available for delivery. With that kind of leverage, you just don’t have a proper market.

HRN: It has been reported that there are 100 ounces under contract for every ounce in the COMEX warehouse.

Keith Neumeyer: The governments, regulators and bullion banks have let the silver market get more and more leveraged. We’ve seen a lot of wealth destruction as a result of this leverage and we’re going to see a lot more until, finally, the governments decide to change the system.

HRN: Isn’t the COMEX guaranteeing market integrity, by raising margins, for example?

Keith Neumeyer: I don’t buy the argument on margin hikes at all.

HRN: Don’t margin hikes prevent dangerous asset price bubbles?

Keith Neumeyer: It’s not up to them to decide what is parabolic. They’re not investors themselves. They don’t have money in the market. They decide a bubble is going to happen if they don’t raise margins but no one knows when a bubble is forming. It is only apparent after it’s already happened. By hiking the margins, they create the appearance of a bubble bursting. They create the bubble. They create the proof that it was a bubble. If they let it alone, the market would stabilize by itself.

HRN: What should the Commodities and Futures Trading Commission (CFTC) do?

Keith Neumeyer: The job of the regulators is to protect the retail investor. That’s their only job. It’s not to protect the banks or the brokerage firms. The little guy is the primary taxpayer. Why were the Securities and Exchange Commission (SEC) and the CFTC put in place? They were put in place to protect retail investors. Prior to regulation, the banks controlled the market. Today, the banks control the market again. Who should control the market? Retail investors. Who’s protecting them? No one.

HRN: Are you saying that the CFTC does nothing while the COMEX caters to banks and brokerage firms?

Keith Neumeyer: Yes.

HRN: And the COMEX doesn’t serve retail investors?

Keith Neumeyer: No. Absolutely not.

HRN: Do you foresee a return to a free market in the future?

Keith Neumeyer: I’m an optimist. I believe one day that governments will rewrite the rules and force the regulators to protect investors. That’s where we were back in the ‘70s and that’s where I think we have to be again to correct the problems that have arisen over the past 40 years. Silver is being revalued. It’s going to affect a lot of people along the way and it will change the financial system. Ultimately, we’re going to have a new financial system and, hopefully, we’ll go back to natural markets, completely driven by supply and demand. It may take another 20 years but I think it will happen.

HRN: A new financial system?

Keith Neumeyer: If I’m wrong, the banks will run the world, even more so than they do today, 10 or 20 years from now. God forbid that we ever get there because that’s a one currency, one government world that would absolutely be a disaster for the human race. There would be no freedoms at all to move or to invest. It would be like having shackles on our ankles. There is a movement to go in that direction, unfortunately. There are a number of very wealthy people that want to see that. I hope that we can find the politicians to prevent that type of world from coming to pass.

HRN: Thank you for your time and for your candor.

Keith Neumeyer: It was a pleasure.

After Words

Keith Neumeyer, Chief Executive Officer, President and Director of First Majestic Silver Corp. (TSX:FR / NYSE:AG) is an industry leader who analyzes the silver market with the gloves off. In the wake of the failure of commodities trading firm MF Global, Mr. Neumeyer’s lack of confidence in the CFTC and in the integrity of the COMEX appears to be justified.

First Majestic Silver, which is one of a small number of primary silver producers, has consistently increased its production, cash margins and mineral resources while lowering production costs. With three operating mines and a fourth mine under construction, the company is growing steadily from a junior producer to a mid-tier producer that expects to produce 10 million ounces of silver in 2012.

Editor’s Note: Hera Research, LLC or its Directors are shareholders in First Majestic Silver Corp.

http://www.kitco.com/ind/Hera/printerfriendly/nov222011.html

Vielleicht tut sich ja doch noch was beim Silberpreis in Richtung Allzeithoch dieses Jahr!

Der kanadische Milliardär Eric Sprott hat den Kauf von Silberbarren im Wert von 1,5 Mrd. Dollar beantragt.

silberne Grüße

sehr schwammig:
1,4 Tonnen beantragt. ...ja wo denn und wieso...besser scheint mir eher eine Auslieferung an der comex ..und fertig.

Silber gibt es vor allem in Amerika

und es wird ungefähr zur Hälfte als Beiförderung der sonstigen Metallförderung gewonnen

sprich für Silber lohnt es sich in 50% der Förderung nicht einmal extra Minen aufzumachen

wenn nicht grosse Mengen für Zukunftstechnologien (Supraleiter? ) gebraucht werden dürfte die Preisentwicklung eher unter der Inflationsrate liegen

für PV wird Silber kaum benötigt, allenfalls zur Spiegelherstellung der Solarrinnenkraftwerke

wieviel Silber braucht man um 200000 qkm Spiegelfläche herzustellen? damit könnte man grob überschlagen den gesamten Energiebedarf der Erde decken, also die 85 mio Barrel Öl pro Tag aus der Erde und den Stromverbrauch, muss nochmal nachrechen, so ungefähr grob aus der Erinnerung, dazu wären also bei 1g Silber /qm Spiegelfläche 1Tonne Silber/qkm Spiegelfläche notwendig, also für die gesamnt regenerative Energieversorgung der Erde 200000 Tonnen Silber

ok, agree, wenn die gesamte Energieversorgung der Erde regenerativ über solartrough und Hochspannungsleitungen aus den Wüsten/H2-Erzeugung vor Ort realisiert wird braucht man einmalig 200000 Tonnen Silber, die sind zwar schon vorhanden, dürfte aber trotzdem den Preis hochtreiben

denn nicht jeder gibt freiwillig sein ererbtes Silberbesteck her um zukünftig auf Erdöl, Petro-dollar und Atomstrom verzichten zu dürfen

Silberbugs sollten also solar trough pushen, eventuell noch desertec, das gäbe win-win

bitte verzeiht meine Anglizismen, ist halt die Weltsprache der Wissenschaftler geworden