Der Rückgang bei den EM ist mir zu heftig ! Sieht verdächtig nach Klippe aus !
Ich habe angefangen, reichlich auszudünnen, solange die Kurse schön hoch stehen.
Charts vllt. heutabend.
Meiner Meinung nach ist das ein letztes großes Abschütteln der schwachen Hände, bevor die nächste massive Aufwärtsbewegung startet, aber vielleicht täusche ich mich. Ich halte alle EM-Positionen... Gehebelt ist bei mir sowieso nix.
Gruß, Jones
Diese Woche/gestern gab es das höchste Handelsvolumen in CC seit fast 3 Jahren.
Chance oder hohes Risiko?
Habe IAU zuletzt deutlich aufgestockt.
Gruß, Jones
Nachtrag : Zur Zeit suche ich im Rohstoffbereich z.B. Kupfer die heutigen Shortgewinne sinnvoll
unterzubringen....Taseko ist schon sehr groß als Position, Filo hatte ich vor 10 Tagen verkauft, lief
nicht optimal...der Zeitpunkt jetzt würde passen, bin für einen guten Kupfertip (solide) dankbar.
Die kannst du mal anschauen: WKN 580892.
Bin selbst nicht investiert. Halte hinsichtlich Cu u.a. BHP, Anglo American und Brixton Metals.
Gruß, Jones
ZitatSummary
Alamos Gold put together a solid start to 2024, but the real benefits of the gold price strength will show up in Q2, with the gold price averaging ~$2,350/oz quarter-to-date and Alamos set to enjoy lower costs in the upcoming quarter. The result is that AGI should see 30%+ margin expansion sequentially and investors have lots to look forward to with an aggressive drill program across multiple sites, a development plan from PDA, and more commentary on the longer-term potential of the Island Gold Complex. So, for investors looking for a mid-tier producer with an industry-leading growth profile and a path towards industry-leading margins, I would view any sharp pullbacks in AGI as buying opportunities.
https://seekingalpha.com/article/4694944-alamos-gold-stock-strong-start-to-2024
ZitatSummary
While a few high-quality precious metals names continue to trade at very reasonable multiples, First Majestic trades at a P/NAV multiple that's higher than that of Wheaton Precious Metals (WPM) and Franco-Nevada (FNV). This is despite First Majestic being a low-margin silver producer with three shorter life assets and the bulk of its NAV tied to a Tier-2 ranked jurisdiction (Mexico), and is the antithesis of what one should look for in an investment (lower relative quality, and expensive on relative value).
A rising silver price will lift all boats, and technically AG is nowhere as overbought as it got in 2021, which suggests there's likely further upside here medium-term even if it is overdue for a correction short-term. Still, for those looking for value in the sector, I think there are far more attractive bets elsewhere than chasing First Majestic Silver Corp. after a ~90% rally above US$7.90 per share.
ZitatSummary
Torex had another solid quarter in Q1 and has continued its track record of outperformance when it comes to overall safety and delivering on promises within its mid-tier producer peer group. Meanwhile, the long-awaited start to production at Media Luna which will significantly increase the company's exposure to copper is less than six months away and the story is substantially de-risked with most capital committed and construction sitting at over 70% complete. That said, I want to buy miners when they're hated and on the sale rack and while Torex may still have meaningful upside to fair value (US$20.40), it's neither hated nor in a low-risk buy zone after doubling off its lows when I highlighted the stock a Speculative Buy under US$6.55.
https://seekingalpha.com/article/4694512-torex-gold-a-free-cash-flow-machine-post-2024
