Beiträge von keepitshort

9 Reasons Not to Fear Falling Silver Prices
http://www.fool.com/investing/…source=yahoo-2--------For instance, according to the 2016 World Silver Survey from the Silver Institute, there has been a physical silver supply deficit for the past three years, including a nearly 130 million ounce deficit in 2015.-----------Silver is an excellent conductor of both heat and electricity, making it a perfect conducting component for solar panels. With GTM Research and the Solar Energy Industries Association predicting that U.S. photovoltaic installation could triple between 2015 and 2020, it's not hard to see why demand for silver could continue to handily outpace supply.---------Fortuna Silver Mines: $5.38 margin based on $11.10 AISC.
[*]First Majestic Silver: $4.55 margin based on $11.93 AISC.
[*]Endeavour Silver: $3.98 margin based on $12.50 AISC

und weitere Minen werden aufgeführt
(..)
Silver Wheaton has perhaps the safest margin of the group, even if it isn't a mining company in the traditional sense. Silver Wheaton works out life-of-mine or very long-term contracts with mining companies in exchange for up-front capital that they use to develop a mine or expand production.

http://www.silverseek.com/comm…uture-higher-prices-16138

https://srsroccoreport.com/pea…-of-future-higher-prices/


The Majority Of Global Silver Production Declines Will Come From By-Product Base Mining

As I have mentioned in prior articles, the decline in global oil production will impact base metal mining to a larger degree than primary silver production. It takes a great deal of liquid fuels to produce the world’s base metals.
For example, the Chilean Copper Commission stated in a 2014 report, that the country consumed 535 million gallons of liquid fuel to produce 5.7 million tons of copper. Thus Chile’s copper industry consumed 94 gallons of liquid fuel for each tonne of copper produced.
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Global Annual Silver Deficits Continue For 13 Consecutive Years

GFMS calculates their “net balance” by subtracting physical demand from supply, then deducted or added changes in Silver ETF and Exchange inventories. According to their data (as of Sept 2016), Silver ETF’s and Exchanges added 133.3 Moz of silver to their inventories. Furthermore, total physical demand exceeded total supply by 52.2 Moz to arrive at the total 185.5 Moz (rounded to 185 Moz) net deficit.

Druckenmiller hat für George Soros gearbeitet


wichtig: Stanley Druckenmiller- Unconventional Investing
https://www.youtube.com/watch?v=c6LgojkA6bo
as a money-manager I put all my eggs in one basket, then watching my basket very carefully !!!

New Record' Solar Silver Demand in 2016

https://www.bullionvault.com/g…ws/silver-solar-050420163

[Blockierte Grafik: https://www.bullionvault.com/gold-news/sites/default/files/silver-pv-thrifting-gw-pa.png]

video: http://www.bnn.ca/video shows: Commodities // topics: Commodities // SearchVideos: oil
http://www.bnn.ca/silver
http://www.bnn.ca/oil
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First Majestic Silver CEO: Why I love a low peso (Keith Neumeyer)
http://www.bnn.ca/commodities/…-i-love-a-low-peso~998147
-mexico Peso plunged, after Donald Trump´s election victory
- 75% of the costs of First Majestic are in peso
- short positions at First Majestic silver stocks

video
München Edelmetallmesse ( Keith Neumeyer )
SmallCap-Investor Interview mit Keith Neumeyer, CEO von First Majestic Silver (WKN A0LHKJ)
03:33 highest short position, but all these short positions have to be covered by climbing silver-prices

Ölpreis - deadline: 30th-November-2016

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Hier die Hausaufgaben fürs Wochenende:

Ölpreis Daten und Information

http://www.ariva.de/forum/bren…ice-rolling-502717#bottom

http://fuelfix.com/

http://www.bloomberg.com/search?query=oil

http://oilprice.com/
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der Silberpreis wird auch vom Ölpreis beeinflusst
dass konnte man gut in den Jahren 2010 bis 2011 beobachten

der Ölpreis kann auch den US-Dollar beeinflussen
siehe die Jahre 1986 und 1987
wobei im time window 1986
erst der Ölpreis anstieg, danach kam der Bondcrash und dann erst im Okt-87 der Aktiencrash

die Sache läuft natürlich heute viel schneller ab wie 1987
alleine das Internet und die Banken und Privatkunden als auch hedgefonds
reagieren im Jahr-2017 viel schneller. Auch das derivate-volume ist viel grösser wie 1987

dennoch kann man jedem empfehlen sich mit den Jahren 1987 zu beschäftigen
hier könnte ich das Buch empfehlen
Titel: currency trading and intermarket analysis
Autor: Ashraf Laidi
ist eines meiner besten Bücher
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http://www.bloomberg.com/news/…contracts-amid-opec-moves
Oil Options Traders Buy Record Bullish Contracts Amid OPEC Moves
More than 300 million barrels of call options traded Tuesday
Investors seen positioning for higher prices early next year
Oil investors traded a record number of bullish options contracts for benchmark U.S. crude, a signal that the market is positioning for a potential OPEC deal to limit production and boost prices.
The total volume of calls giving investors the right purchase West Texas Intermediate crude rose to the equivalent of 303 million barrels (0.303M) on Tuesday, according to preliminary CME Group Inc. data compiled by Bloomberg. That far exceeded a prior record of 221 million (in the year-2011), set five and a half years ago (in the year-2011). The heaviest trade was concentrated in the first half of next year-2017, with several individual contracts setting all-time highs.
chart: total call-volume exceeded a prior record of 221 million (in the year-2011)

After copper it's zinc's turn to feel the speculative Chinese heat: Andy Home

LONDON SHORTS
The Shanghai zinc frenzy spilled over into the London market in the first two days of this week.
The two markets are increasingly connected despite their differing user profiles. The LME's electronic trading system has for some time now seen volumes steadily increasing in the time-window overlapping the Shanghai trading day.
And in London, to quote LME broker Marex Spectron's Tuesday report, the zinc price explosion "caught many unawares as it seemed copper was the only game in town but we have seen complacent shorts get flushed out yet again as traders' margins blow out."

http://www.reuters.com/article…-zinc-ahome-idUSKBN13C21N
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innerhalb der nächsten 6 Monate werden die Chinesen sich dann
auf Silber stürzen (time-will-tell)

Streamers or Miners? Where Are The Best Returns?

Some argue that´s a new kind of hedging --> video-time: 02:45

http://www.kitco.com/news/vide…here-Are-The-Best-Returns

debating whether or not producers or streamers provide the best returns for investors.

http://kingworldnews.com/is-th…gold-silver-is-happening/
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But for the first time ever Chinese investors can set up an account through Interactive Brokers, which has just opened an office in Hong Kong. This is going to be a massive game-changer for the gold and silver sector

Keith Neumeyer continues: “What this means, Eric, is that for the first time ever Chinese investors will now be able to directly buy U.S. and Canadian mining stocks.

US Will Lose The Reserve Status, There Will Be An 80-90% Devaluation Of The New Dollar:Jim Willie

$100 Silver Could Be Conservative BrotherJohnF

10:20 --> silver will move where the money is,
so silver will move from London-LBMA to China

12:13 --> the oil-trade, the silver-fix

12:45 --> what´s the daily oil-fix
the whole idea of a silver-fix is,
you don´t have a real-market
and you don´t have arbitrage
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Silver Will Spike Higher, Supply Deficit is Here!

video-time zum Entspannen

silver supplySilver Will Spike Higher, Supply Deficit is Here!
https://www.youtube.com/watch?v=dKvA6ssgTmg
00:22 the silver-supply is declining in 2016 another 9.2 percent
##################--------------------------------
Important Update with Keith Neumeyer: Silver, Gold & Mining Stocks
TOPICS IN THIS INTERVIEW:
03:55 Keith's Companies Rose 600% & 220% in 2016 alone!

04:30 This bull market in mining is still very beginning
14:20 Acquired 8 Companies in 13 months: World's Best Assets
15:30 First Majestic Silver: Silver Mining 70% of Revenue
17:10 Silver Miners are Very Rare; Supply is Tight

The Importance of The Deutsche Bank Silver Fix Lawsuit Settlement

http://www.silverseek.com/arti…-lawsuit-settlement-16031

This is the first time that a settlement has been reached in a precious metals price rigging lawsuit. It's also the first time that a Bank has agreed to turn state's evidence against the other Banks that rig the process. The two items ensure that the case against both HSBS and Scotia is being built and that they will soon be forced to settle, too. Already, a NY judge has allowed the case to proceed into legal discovery (subpoenas, depositions, documents, etc) for the first time ever.

videos
über Goldpreis, BREXIT, monetary-stimulus
Deutsche-Bank

http://www.kitco.com/news/video/

thanks for watching
thanks for being with us

die Deutsche Bank wird die nächsten 24 Monate
keine Silbermanipulation mehr durchführen (sehr positiv für den Silberpreis)

http://www.silverdoctors.com/h…tock-its-still-insolvent/
The more relevant information to consider is the signal being flashed in the market for DB’s credit default swaps. The cost of insure DB’s junior bonds for one year surged to 625 basis points today. This inverted the “curve” for the cost to insure DB’s bonds, as the cost to insure the bonds for five years was 505 basis points. The same is true for one yr. vs. five yr. swaps on DB’s senior debt, which were trading at 270 basis points vs 241 basis points respectively: DB Stress Signal Reemerges – Bloomberg

[Blockierte Grafik: http://i0.wp.com/investmentresearchdynamics.com/wp-content/uploads/2016/09/Untitled-5.png](..)
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A Deutsche Bank Stress Signal Reemerges as Credit Curves Invert

http://www.bloomberg.com//news…s-as-credit-curves-invert
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Deutsche Bank silver manipulation
http://www.bloomberg.com/news/…fixing-claims-lawyers-say
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http://www.investopedia.com/ar…-impacts-investors-db.asp
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Silber-Manipulation: Deutsche Bank handelt Vergleich aus
http://www.goldreporter.de/sil…vergleich-aus/news/57813/
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Deutsche Bank Confirms Silver Market Manipulation In Legal Settlement, Agrees To Expose Other Banks
http://www.zerohedge.com/news/…on-legal-settlement-agree

www.yahoo.com photovoltaic silver
http://www.silverseek.com/arti…ktabs_most_popular_tabs=1

As you probably know, a typical photovoltaic solar panel uses 20 grams silver, or about the same amount as 80 cellphones or 20 laptops. So a substantial amount of metal goes toward producing these technological wonders.

First Majestic's Keith Neumeyer: "Silver Mines And Silver - Way Rarer Than People Think"

http://econintersect.com/pages…als.php?post=201608082058
Keith Neumeyer: Well, you know, that was an interesting situation. First Majestic I founded 14 years ago and I've said a number of times that this is the first time ever that we were approached by an electronics manufacturer for a silver supply.
(..)
But the approach did occur and I think that means something. These users of the metal I don't think would be going directly to the source if there was not problems within the supply chain, or at least perceived problems or potentially a perception of future problems.
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http://www.bloomberg.com/news/…ld-as-global-gadgets-boom
Miner Sees Silver Price Surging Ninefold as Global Gadgets Boom
A major Japanese electronics maker approached First Majestic Silver Corp. for the first time last month seeking to lock in future stock, a sign of supply concerns that could boost the metal’s price ninefold, according to the best-performing producer of the metal.
“For an electronics manufacturer to come directly to us -- that tells me something is changing in the market,” said Keith Neumeyer, chief executive officer of First Majestic, the top stock in Canada and among its global peers this year.

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http://www.crushthestreet.com/
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Inevitable Physical Silver Shortage & $100 Break to Price Manipulation – Bill Murphy Interview

http://www.crushthestreet.com/…ion-bill-murphy-interview

TOPICS IN THIS INTERVIEW:
02:45 Interest Rates, rate hike risk, long-term rising
05:35 Silver: The Achilles heel of gold cartel
07:20 $21 Silver is key turning point, moonshot start
09:10 Does Gold lead Silver or the other way around
10:00 Physical Silver shortage risk; $100 per oz?
11:45 Cartel doesn't want exciting headlines for metals
12:45 GATA isn't given the credit for supporting truth
14:40 Learn more, visit GATA & subscribe & read; originated in 1 998

Silver Set for a 500% Plus Gain! (Apr 2016 Documentary)
video: https://www.youtube.com/watch?v=3CaxKQzTMVE

video-time: 04:49 First Majestic Silver
05:25 First-Majestic-Silver generating 69% of it´s revenues from silver
05:30 Pan-American-Silver generating 46% of it´s revenues from silver
05:34 Hecla-Mining generating 31% of it´s revenues from silver

auch der Kupferminenbereich wird erwähnt
da Kupferminen als byproduct Silber fördern.