Beiträge von linar


    Hallo Eldo...lädst Du auch bei UC ;) :D momentan plus 17% und ich finde no news :rolleyes:
    schönen Heimflug :)


    linar :)

    TODAY'S HIGH ALERT - Anthony Wile - Monday, August 21, 2006



    .......The City and Wall Street community have a vested interest in keeping prices steady and often trending lower. They don’t want to let anyone else in the game and rising prices tend to undermine control. This latest nickel flap is only the most recent example of what will likely go on in the metals markets for a number of years to come. The betting here is nearly another defade..........
    .............
    Rather than let nickel ride, given that it claimed less than eight hours worth of deliverable nickel in its warehouses, the London Metal Exchange set forth a number of rules to damp trading and lower prices. In “LME intervenes to ease nickel panic,” The Australian enumerates regs (among others) as follows, calling the intervention “extraordinary:”


    -Traders with "short" positions, betting on price falls, may defer settlement of their trades.


    -Anyone with a short position unable to make physical delivery could postpone delivery at a cost of $US300 a tonne per day........... :rolleyes:


    ..........Anybody see a pattern here? It’s in commodities prices, especially metals. They are up across the board and will continue to move up even as all sorts of explanations are offered and alarmist “actions” are taken to damp prices dow..........


    Conclusion:
    Nothing is going to keep the price of commodities from going up - up and up and on a fairly steady basis. Free-market thinkers who wish to take advantage of the great commodities bull markets of the 2000s with look for the kinds of anomalous markets that nickel currently represents. There will be others, certainly over the next few years - and all the palaver in the world will not explain away the profits that can be made.


    http://www.freemarketnews.com/…high.asp?nid=5814&wid=134


    Denke das ist ein interessanter Artikel...es geht ja nicht nur um Nickel ;)


    linar :)

    ....nicht eben beruhigend :rolleyes:


    A Special Gold Report


    Jack Chan
    http://www.simplyprofits.org
    Aug 20, 2006


    ..............Gold bulls have been anticipating a contraction on the ratio between the Dow and gold, and most expect this ratio to return to a single digit, because it has happened before, meaning a four digit gold price and a four digit for Dow. So far, the ratio has contracted from a high of 42 in 1999 to a recent low of 17, while a bullish divergence has been developing since 2003. As long as the low of 17 is not exceeded to the downside, we could see the ratio expand once again based on the bullish divergence. And that means the Dow will outperform gold, as sector rotation begins to favor growth stocks over resource stocks once again. This is a total contrast to current general consensus that the resource stocks are just warming up while growth stocks are about to collapse. What do you see?...................
    .........Another piece of evidence that the commodity bull cycle may be ending is the long term CRB chart. For the first time since the commodity bull began in 2001, we have a MACD sell signal, while prices are threatening to break the five year uptrend. One thing for sure: this is not an ideal time to be investing in resource stocks, not until after a major correction anyways. This long term CRB chart is a stark contrast to the general consensus that the commodity bull is still in its infancy. You make the call!...........


    full story: http://www.321gold.com/editorials/chan/chan082006.html


    linar :)

    Sprott raises stake in NovaGold; Barrick confident of keeping Donlin Creek
    Submitted by cpowell on Fri, 2006-08-18 04:29. Section: Daily Dispatches
    12:19a ET Friday, August 18, 2006


    Dear Friend of GATA and Gold:


    Sprott Asset Management Inc. of Toronto reported to the U.S. Securities and Exchange Commission this week that it has acquired another 421,800 shares of NovaGold, worth about $7 million, and raised its percentage of ownership of the company from 4.65 percent to more than 5 percent.
    full story: http://www.gata.org/node/4321


    linar :)

    Hallo Eldo :) ich hör ja ziemlich oft auf Dich/Euch - alles geht eben nicht ;) ärgere mich eigentlich nur über mich, hatte schön brav Gewinne realisiert um dann umzusteigen und voll die Korrekturen X( mitzumachen. Aber freuen über so super Gewinne wie jetzt BVG tu ich mich trotzdem.....bist Du im Urlaub ?( hmmmm dachte nur an den Goldpreis ;)


    linar :)

    ..... Mogambo sez: The lease rates for gold have widened to eye-popping spreads, and so the New Stupid Mogambo Gold Lease-Rate Theory (NSMGLRT) says that gold should be in for a significant rally from around in here someplace.


    And whether or not this stupid theory of mine is correct or not, today is the perfect day to buy more gold and, especially, silver. :D


    full story: http://worldnewstrust.org/modu…/article.php?storyid=4021


    linar :)

    Zitat

    Original von zwyss
    linar


    Hommel hat zwar irgendwie einen Knall im Kopf - jeder, der seine emails bekommt, kann dies wohl bestätigen-, er hat aber nichtsdestotrotz Einfluss auf den Markt mit seinen Äusserungen.


    Und dass IGMI und MMGG auch künftig gepusht werden, steht für mich ausser Frage. Er hat zuviel davon und wird sie kaum in einer schwachen Phase-wie jetzt- verkaufen. Wenn er verkaufen will, lässt er vorgängig ein paar Kaufempfehlunge raus und verkauft in die Stärke.


    zwyss [Blockierte Grafik: http://www.stock-channel.net/s…d/images/smilies/supi.gif] hast Du gesehen ?(


    Idaho General Mines Commences Trading on the American Stock Exchange
    Wednesday August 16, 8:00 am ET


    SPOKANE, Wash.--(BUSINESS WIRE)--Aug. 16, 2006--Idaho General Mines, Inc. (AMEX:GMO - News) is pleased to announce the commencement of trading of the company's shares on the American Stock Exchange (AMEX) under the new ticker symbol "GMO".
    full story: http://biz.yahoo.com/bw/060816/20060816005185.html?.v=1


    linar :)

    TORONTO, Aug 14 (Reuters) - NovaGold Resources Inc. (NG.TO: Quote, Profile, Research) said on Monday it is suing gold giant Barrick Gold Corp. (ABX.TO: Quote, Profile, Research) for alleged misuse of confidential information in its bid for Pioneer Metals Corp. (PSM.TO: Quote, Profile, Research)


    NovaGold, which has also bid for Pioneer, alleged Barrick had misused confidential information belonging to NovaGold in its bid for Pioneer.


    NovaGold, for which Barrick has separately offered $14.50 a share, wants any shares of Pioneer bought by Barrick to be held in a "constructive trust" for the benefit of NovaGold.
    http://today.reuters.com/news/…ageid=&cap=&from=business


    linar :)

    Newmont Loses Control of Zarafshan JV in Uzbekistan


    By Jon A. Nones
    11 Aug 2006 at 04:09 PM EDT


    St. LOUIS (ResourceInvestor.com) -- Newmont is the first major foreign firm to operationalize continuous in Uzbekistan – and may be the last for a while. Newmont said today it has placed all workers on leave at its 50%-owned Zarafshan-Newmont Joint Venture (ZNJV) in the country and no longer has day-to-day control over ZNJV’s operations.


    Last week, Newmont’s assets were seized by Uzbekistan tax authorities and shipments of gold out of the country were prevented in a $48 million tax dispute. Uzbekistan claims that the partnership owed $48 million in penalties and back taxes stemming back to 2002, and is conducting purported criminal investigations relating to ZNJV's operations and its personnel.


    As a result, the European Bank of Economic for Reconstruction and Development said that $18 million in funds were now longer available to the joint venture which already has a debt of $20 million.


    ............“This series of actions taken by the Uzbek governmental authorities are, in the company's opinion, unfounded and intended to create the false impression of bankruptcy, when in fact, under normal and unconstrained operating conditions, ZNJV’s reserve life at current gold prices suggest at least 5 more years of profitable operations”,,,,,,,


    full story: http://www.resourceinvestor.com/pebble.asp?relid=22755


    [Blockierte Grafik: http://www.resourceinvestor.com/MediaLib/Images/Home/Sections/GoldSilver/zaraf_infrastructure.gif]


    ...trübe Aussichten :rolleyes:
    linar :)

    Zitat

    Original von Vanescent
    Und ich habe gerade die Einschätzung zu Barrick von Antal E. Fekete gelesen. Er hat selber Shares besessen und kennt Munk persönlich:


    To Barrick or to be Barricked, That is the Question


    Gruss


    ....es lohnt sich wirklich diesen Artikel ganz zu lesen - ein Stückchen Gold-/Geschichte


    Shareholder-proofing corporate governance


    Indeed, they have no alternative. After the Nova Scotia fiasco Munk decided that he would construct a corporate structure that would be 'shareholder-proof'. He developed the 'perfect poison pill'. Not only will Barrick never be the victim of a hostile take-over bid, shareholders will have to eat from his hands. The corporate governance of Barrick epitomizes this. Shareholders are pariahs, sacrificial lambs on the altar of high management policy. They have the right to vote with management. But that's about all. In case of a disagreement they can go and fly a kite. Management lives in its own world of an unassailable bunker.


    ...kann man auch tel quel auf heutige Regierungen<--->Bürger übertragen


    linar ;)

    NovaGold may be the next battlefield in the gold war
    Submitted by cpowell on Mon, 2006-08-07 06:06. Section: Daily Dispatches
    1:56a ET Monday, August 7, 2006


    Dear Friend of GATA and Gold:


    Bob Moriarty of 321Gold has written a wonderful analysis of Barrick Gold's attempt to take over NovaGold. He argues that Barrick is bankrupt if its hedge book is ever factored into the company's net worth and that NovaGold is worth far more than what Barrick has offered.


    Moriarty's analysis is titled "Is Barrick Trying to Turn a Silk Purse into a Sow's Ear?" and you can find it here:


    http://www.321gold.com/editori…ty/moriarty080706_ng.html


    Barrick's bid for NovaGold evokes the contest between another big gold hedger, AngloGold, and unhedged Newmont Mining for Australia's Normandy Mining, which was heavily hedged, in late 2001 and early 2002. Hedging made that contest of interest to more than the participants themselves, since hedging is the mechanism by which big mining companies assist central banks in suppressing the gold price. Newmont won the battle for Normandy and Normandy's hedges were gradually closed out, boosting the gold price.


    If the acquisition of NovaGold is to be the mechanism by which Barrick obtains enough new gold to avoid closing the massive remainder of its hedge book, then the acquisition may be seen as another part of the gold price suppression scheme.


    Gold's partisans who are not Barrick shareholders -- and do ANY gold partisans own Barrick stock? -- might much prefer for Barrick to have to buy back its hedges out of above-ground gold in the short term, thereby pushing gold's price up, rather than to be able to cover them out of new production over the long term. Of course NovaGold shareholders might do a lot better that way as well.


    After all, what WOULD the gold price be if Barrick had to buy 9.5 million ounces tomorrow? And what WOULD NovaGold's price and the price of all good mining shares be then?


    A lot higher -- so much so that the gold price might claim a few of the zeroes that are stored in central bank vaults where the gold is supposed to be.


    Moriarty's analysis suggests as much.


    Thus owning and holding tight to NovaGold shares (as GATA does, all 1,000 of them) may be not only a way to do well but also a way to do good, a way of striking a blow against the rigging of the gold market.


    CHRIS POWELL, Secretary/Treasurer
    Gold Anti-Trust Action Committee Inc
    http://www.gata.org/node/4296


    linar :)

    8:30 AM ET 8/4/06
    U.S. JULY AVERAGE WORKWEEK STEADY AT 33.9 HOURS


    8:30 AM ET 8/4/06
    U.S. JULY SERVICE JOBS UP 115,000, GOODS JOBS DOWN 2,000


    8:30 AM ET 8/4/06
    U.S. JULY RETAIL JOBS FLAT, FACTORY JOBS DOWN 15,000


    8:30 AM ET 8/4/06
    U.S. JULY AVERAGE HOURLY EARNINGS UP 0.4%, UP 3.8% YR-ON-YR


    8:30 AM ET 8/4/06
    U.S. JULY UNEMPLOYMENT RATE HIGHEST SINCE FEB.


    8:30 AM ET 8/4/06
    U.S. JULY UNEMPLOYMENT RATE 4.8% VS 4.6% IN JUNE


    8:30 AM ET 8/4/06
    U.S. JUNE NONFARM PAYROLLS UP REV 124,000 VS 121,000 PREV


    8:30 AM ET 8/4/06
    U.S. JULY NONFARM PAYROLLS UP 113,000 VS 143,000 EXPECTE


    ...je mieser - desto besser ;)


    linar :)