Beiträge von linar

  • Wie geht es auf dem Goldmarkt weiter

    Short gold in '08, [Blockierte Grafik: http://www.stock-channel.net/s…ges/smilies/throwupen.gif] Goldman says


    ANGELA BARNES


    Globe and Mail Update


    November 29, 2007 at 3:03 PM EST


    Gold bugs have mostly had it all their own way this year, but that won't be the case next year, Goldman Sachs Group Inc. believes. In fact, the big brokerage firm recommends in its top 10 trades list for 2008 that investors short gold next year.....
    http://www.reportonbusiness.co…Story/SpecialEvents2/home


    ....hoffentlich ersticken sie an ihren Empfehlungen :O leider traue ich denen alles zu X(


    linar :)

  • Caledonia Mining Corp./ CAL (TSX)

    ....bin am Leichen buddeln :rolleyes: ob da wohl wieder etwas Leben rein kommt ?( hat noch jemand (s)eine Meinung ;)


    -> Posted by ganndolph @ 1:58 am on November 30, 2007
    Regarding Canadian Juniors and Highlighting Caledonia Mining Corporation CA:CAL, CALVF


    “Unfortunately, with the gold shares we have two markets, and so far it has boiled down to the large caps - most of which have performed reasonably well, and everything else that has performed rather poorly. Canadian jrs. being the worst, most of which are down from Sept. and in many cases down for the last two years or longer? I’ve said I’m sticking to J.S. and his advice because I do believe eventually the rising tide will lift all boats. That doesn’t make it any easier though when you hold stocks with hefty losses, like UXG, GRS, GSS, and the list goes on. Is trading every swing the answer? I dunno, I haven’t tried. Never been any good at picking tops or bottoms. I think though, after taking a beating on some of these stocks even as gold has rallied, it is natural to wonder what would happen if Goldman was right and gold fell.”


    I wanted to start with your comment about underperforming Canadian Junior gold stocks. In the Spring of 2004, I lost about half my profits that I had made in the first leg of the gold bull market in that year’s downdraft. There are two lessons I took away from that experience. One is to never underestimate the power of the anti-gold forces, and the second is that if I was going to invest in a Canadian gold junior company, I had better thoroughly research their balance sheet, their resources in the ground, and their production flow sheet. Then find a stock that is substantially undervalued relative to its peers, and could swing from a loss to a substantial profit in a fairly short time period.


    So here’s an idea take your UXG shares priced at $3.62 and trade them in on 36 times the shares of CALVF. Take your TRE shares at $6.41 and trade them in for 61 shares of CALVF, or take your GSS shares at $3.11 and trade them in for 30 shares of CALVF. Why would you do such an outrageous thing?


    Well, Goldman can short gold until the cows come home, and that negatively impacts gold stocks, but they can’t touch cobalt, and cobalt has broken out over its historic highs of $32 a pound, and currently the spot price of cobalt is $39.75, and the Chinese are paying $28 a pound for cobalt hydroxide now. Now wrap your minds around the following calculation:


    10,000 metric tons of cobalt = 16,000 metric tons of cobalt hydroxide x 2205 pounds per metric ton x $28 a pound = revenues of $987 million dollars.


    Subtract from that $200 million in operating costs, and $300 million in capital cost fully paid for in the first year of production and you have net income of $487 million dollars with a 487 million share float. That’s EPS of $1 a share in production year 1. In production year 2, add in revenues from copper, nickel, and manganese production to pay for their operating costs, and EPS is close to $2 a share. How long is it going to take for some of these gold companies to make $2 a share in profit? In his recent interview on dexteritynews.com, Mr. Hayden has confirmed that the Nama cobalt project is going into production at 10,000 metric tons of cobalt per year, and that they have a minimum price built in to their contract that assures that Nama remains profitable.


    What’s the downside risk? Well, Mr. Mugabe could confiscate the Blanket gold mine, but its far more likely that he will want to trade his 25% of Blanket for some CALVF shares. The upside is that Blanket’s MRP has the capacity to produce 100,000 ounces of gold per year, and assuming the next government introduces currency reform and we get paid in hard currency, that mine could add $70 million in revenue at $1000 an ounce gold. That’s about 14 cents a share in EPS.


    So the bearish case is $1 per share EPS without Blanket, and $1.14 EPS with Blanket. So at a PE of 10 Caledonia stock should be trading at between $10 and $11.40 a share, not at 10.4 cents. Now, I am not good enough to time the market, but I can say with certainty that once the market understands that the Nama Cobalt Project is going into production that this stock will outperform the other gold stocks on your PIGS index by a wide margin.


    That’s my view and that’s why 95% of my portfolio is in CALVF stock. Word is that the Nama Cobalt Project announcement may happen in a fortnight. Somebody on the TSX certainly knows something. A block trade for 653,000 shares went through shortly before 3:00 PM today.


    ganndolph


    linar :) ?(

  • Gold und Silber... Informationen und Vermutungen I

    ....ich weiss nicht ob da auch Minen betroffen sind - jedenfalls watch out :rolleyes:
    29. November 2007
    Präsident Morales enteignet Land zugunsten der Ureinwohner
    180.000 Hektar Land werde Mitgliedern des Guarani-Stammes übereignet - Konsequenz der 2006 verabschiedeten Landreform....
    .......Wem das Land zuvor gehörte, war zunächst unklar. Morales, der erste Ureinwohner an der Spitze des Andenstaates, will nach eigenem Bekunden den Stämmen größeren politischen Einfluss sowie einen gerechteren Anteil an den Bodenschätzen des Landes geben. (APA)
    ganzer Artikel: http://derstandard.at/?url=/?id=3130751


    ...finde ich gut für die Ureinwohner :)


    linar :)

  • Gold und Silber... Informationen und Vermutungen I

    Zitat

    Original von Eldorado


    Hier die CHF/CAD Chart....time for change ! :D
    Die Kanadier sitzen auf Rohstoffe, die Schweiz auf was ??


    ...ich wäre ja froh um einen höheren C$ (meine Minen fast alle in C$) der bekommt ja auch auf die Mütze - mir stinkt der €


    linar :)


    1. Chart C$/US$ 2. Chart C$//€ übrigens der CHF/C$ is the other way round :D 3. Chart

  • Gold und Silber... Informationen und Vermutungen I

    @Eldo - schau mal wie die den SFR wieder runterklopfen X(dachte der würde etwas mit dem YEN gleichziehen :rolleyes:


    EUR/USD: Die Netto-Longkontrakte blieben mit 70’000 nach 69’400 in der Vorwoche praktisch unverändert.
    GBP/USD: Netto-Longpositionen im GBP gingen von 43’600 weiter zuruck auf 34’400.
    USD/CHF: Netto-Longpositionen im CHF wurden von 15’500 auf 13’700 reduziert.
    USD/JPY: Netto-Longpositionen im JPY wurden von 20’800 auf 30’400 ausgebaut.
    USD/CAD: Netto-Longpositionen im CAD rutschten von 46’700 auf 32’300 ab.
    AUD/USD: Netto-Longpositionen im AUD wurden von 32’800 auf 30’500 abgebaut.


    (Credit Suisse)


    linar :)

  • Gold und Silber... Informationen und Vermutungen I

    Gold: Uncharted Territory


    Richard Russell
    Dow Theory Letters
    Nov 27, 2007


    ....Gold -- The nonsense and misinformation about gold never ends. We hear a lot about the "great 1980 rise in gold to a record price of 850" Actually, what happened is this. Gold closed above 800 in 1980 on only TWO DAYS. Gold closed on January 18, 1980 at a price of 830.00. Gold closed on January 21, 1980 at price of 850. The next day gold closed at 737.50. :rolleyes:Gold in 1980 never closed above 800 again! The price of gold at the end of January 1980 was $659......
    Gold has never in all history ended a month at 800 of above. This Friday will mark the end of the month of November. If :rolleyes: Friday's gold is at 800 or above, it will be the FIRST TIME GOLD HAS EVER CLOSED A MONTH IN THE 800s!
    full story: http://www.321gold.com/editorials/russell/russell112707.html


    linar :)

  • Gold und Silber... Informationen und Vermutungen I



    Goldbarren mit Schweizer Nougatcreme gefüllt


    68,12 €/kg
    Sofort lieferbar.
    Bestell-Nr. 003114


    [Blockierte Grafik: http://www.ebrosia.com/pictures/ebrosia_a003114_Artikel.jpg]


    linar :D

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Zitat

    Original von LuckyFriday
    Linar, warte bis Ostern - da ist doch Auferstehung? (oder ist's an Pfingsten?)


    Gute Nacht,
    Lucky


    Lucky
    ;)....also dann bis Ostern - Wikipedia - Fest der Auferstehung.....23. März 2008


    @bobelle
    vielleicht ist es (auch) Tax-Loss-Selling :rolleyes:
    kenne das dafür letzte mögliche Datum leider nicht :(


    linar :)

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Gas, uranium sectors look to Labor


    November 26, 2007 09:42am
    Article from: AAP


    GAS and uranium producers have called on the new Labor government to help grow their industries as business groups look forward to further reforms to free up the Australian economy.....
    ....."The removal of current constraints on uranium expansion is a business regulation issue, which Mr Rudd has indicated is one of his main priorities for the first year or so of his government," Australian Uranium Association (AUA) executive director Michael Angwin said.....
    full story: http://www.news.com.au/story/0,23599,22821628-1702,00.html


    linar :)

  • SILBER und MONDzyklen


    .....dazu schreibt Merriman:


    Short-Term Geocosmics


    In the study of Financial Astrology, time bands that highlight combinations of Mars, Jupiter and Uranus can coincide with extreme price moves, corresponding with a sense of hysteria, panic, or over-confidence. I don’t think we see any over-confidence today, but rather a whole lot of panic and hysteria. Mars tends to drive one to take action, usually based upon impulse. The only problem is that when it is retrograde—as it is November 14-January 30—such impulsive action is usually ill-timed. The nature of Uranus is to be more irrational. Markets can move well above resistance zones, or below support zones, ....and thus there is a sense of a “break-out.” However, like Mercury and Mars retrograde, the break out is usually temporary, and then becomes a “fake out.” But once again, as the market moves strongly, people believe they must act and act now, or they will miss out. So they act irrationally, usually buying right near the top or selling right near the bottom. It is a humbling experience to get caught up in the tricks of Uranus and Mercury. Jupiter and Pluto come together only every 13 years, and they can coincide with a sense of urgency, even hysteria due to the nature of Jupiter (it exaggerates whatever it contacts). In this case, it contacts Pluto, ruler of debt and fear of the worst. The sub-prime mortgage tragedy is a perfect example of today’s Jupiter-Pluto crisis. The extent of those losses is just coming to light. But to read all the solicitations by the financial expects who somehow get a hold of your email address, you would think that this crisis will never end. The aspect soon comes to an end, and just as it has in the past, such crises will come to an end too. At least for awhile. In late 1994 (the last time this signature unfolded) it was the Orange County Municipal Bond default that took place. In 1981, the time before that, Treasuries were at their lowest levels ever (highest yields ever), as people feared that even the U.S. might default, or at least be unable to contain inflation. In each case, the crisis ended shortly after Jupiter passed by Pluto. But while it was in effect, panic and fear were indeed exaggerated—just like they probably are today.


    http://stariq.com/MarketWeek.HTM


    .....just like they probably are today....


    dann hoffen wir mal :rolleyes:


    linar :)

  • Wie geht es auf dem Goldmarkt weiter

    Zitat

    Original von Eldorado
    Ruft die mal an das sie Gold und Silber mal kaufen. :D


    Und wenn es nur 10% von dem Vermoegen ist.


    http://www.cash.ch/news/story/448/149906/40/40


    ....also nur Herr Kamprad allein würde dann für 3,5 Milliarden Franken Gold poschten :D
    das wären ca. 3'888'900 Unzen - hab mich hoffentlich nicht verrechnet :rolleyes:
    ich werd's ihm sagen :D obwohl er trägt handgestrickte Wollmützen :rolleyes: könnte er ja zum polieren der Barren benutzen


    Nummern Konti werden mittlerweile ganz schön zur Kasse gebeten - kommt zwar auch noch auf den Kanton an


    linar :)

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    @Edel - hast Du hier auch einen Stop Loss eingebaut ?( hoffte bei ca. 2C$ einen Halt - war wohl nix http://de.advfn.com/p.php?pid=staticchart&s=Tx%5Ecxx&p=0&t=1
    war doch mal Liebling von Grandich und auf der Dines Liste steht er auch :rolleyes:


    nicht so doll: http://www.stockhouse.ca/bullb…=list&navmode=1&navd=fwd&


    dieses Posting brachte mich zwar zum Lachen - aber sehr beruhigend ist es ja auch nicht en:
    Jump to CXX Forum
    SUBJECT: RE: This is CRAZY! CXX Posted By: FLYNSTER
    Post Time: 11/20/2007 16:26


    what some of you fruits dont realize is that when canacord puts a definitve buy rating on a stock sometimes there getting ready to dump and make you the bag holders.
    some of you pinheads should have bought at the dollar something low that cxx hit a while back, bought a truck load and dumped when canacord yelled buy.
    did you notice that canacord put a buy rating than cxx released news and it went down.why did it do that?,,,,,,,,,,,,,,,,,, because canakrap and other holders were pulling the trigger on sell on news scenario.
    i have more useful radiocativity in my kidneys than cxx has in there pastures.


    linar :)

  • Uranaktien: Minen, Explorer, Produzenten, Anwender


    merci bobelle :) dann würde ich mich herzlich gerne mit Dir langweilen ;)


    linar :)