Beiträge von Jones

Anbei ein m.E. lesenswerter Artikel mit nachvollziehbarer Schlussfolgerung:

https://seekingalpha.com/amp/a…-metals-china-risk-factor

Zitat von Geoffrey Caveney

Precious Metals Vs. Base Metals: The China Risk Factor

Summary

• Natural resource investors are interested in both gold and precious metals, and copper and base metals, but the key question is which is the focus and priority?
• Since this July and August, my answer is that gold and precious metals are my focus and priority in today's market.
• Select junior gold miners are the better value and more likely to make much bigger gains faster in the next 3 months, 6 months, and 12 months.
• The downturn in the global copper market alongside the Chinese stock market in 2018 should set off alarm bells: something is wrong here.
• There is an unknown but significant risk that China's economy may be in far worse shape than anybody realizes, and this is a huge threat to the global copper and base metal market.

(...)

This doesn't mean I'm "bearish on base metals". Not at all. There are plenty of bullish tailwinds for global copper demand, which many analysts have noted repeatedly in recent years, including myself. But 2018 has already clearly shown us that the direction of this market is not a one-way street. And Chinese economic and political risk is a potential unexpected headwind for this market, that I think most analysts are not properly appreciating.

The one huge advantage that gold has over copper, and just about all other commodities, is that an industrial decline has a negligible effect on the demand for gold. This is just as true of Chinese industrial demand as it is of US industrial demand or global industrial demand in general. In a world full of unknown and uncertain risks, such as those in China that I have discussed here, gold provides a safe haven protection that no other commodity on earth can match. That is why, today, my confidence in gold miners has to be greater than my confidence in copper and base metal miners.

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Gruß, Jones

Folgender Artikel zur Info, auch wenn ich persönlich den weitereren Verlauf des Handelskriegs nicht als derart entscheidend ansehe.

https://seekingalpha.com/amp/a…nt-stability-metal-prices

Zitat von Aitezaz Khan

Conclusion:

AG has delivered a record Q3 output that was primarily attributable to a full quarter of production from its SD mine. There are some concerns regarding the company's production of base metals. However, such concerns are alleviated by the company's strong production of precious metals, on a Y/Y basis.
The technical chart indicates a suitable point from where the stock can take flight. But the upward trajectory will be largely dependent on growth in silver prices.
At present, there's a make-or-break situation in the US-China trade war. A dialogue between the two countries is expected towards the end of November. If both countries manage to strike a deal, we may see an end to this prolonged trade war that has disturbed the metal prices for long. Consequently, metal prices will start recovery and will begin to reflect on AG's revenues and bottom line earnings.
If the negotiations result otherwise, then metal prices are likely to remain flat and AG will need to focus on low-cost mining and also maintain a strong production profile to maintain profitability. I'd be best to see how the situation develops in the coming month (November) before making an investment decision about AG.

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Der Vollständigkeit halber auch hier nochmal im Detail aus dem im allg. Minenfaden vorhin verlinkten Artikel zitiert...

Zitat von Gold Panda

1) Windfall Lake gold project in Canada

The best result last week was 2.7m @ 1,026g/t Au from 283.4 meters in hole OSK-W-18-1725 at the Lynx zone of the Windfall Lake gold project of Osisko Mining (OTCPK:OBNNF). This is equal to 2,770 (AuEq.)m and is the best result from Osisko in 2018 following 510 g/t Au over 5.2 meters for 2,652 (AuEq.)m reported in August.
The company announced a total of 37 intercepts in 17 drill holes and six wedges focused on infill of the Main Windfall Lake and Lynx deposits and on deep-exploration targets. Other significant drill intersections included:

• 48.7 g/t Au over 3.3 meters
• 59.3 g/t Au over 2.0 meters
• 39.3 g/t Au over 2.3 meters
• 33.3 g/t Au over 2.7 meters
• 9.01 g/t Au over 9.2 meters

Windfall Lake is located between the Val-d’Or and Chibougamau projects in Québec and is one of the highest-grade gold projects in Canada:
[Blockierte Grafik: https://static3.seekingalpha.com/uploads/2018/10/36303466_15409978142594_rId16.jpg]Source: Osisko Mining

The project’s current mineral resource estimate includes 2,382,000 tonnes at 7.85 g/t Au (601,000 ounces) in the indicated mineral resource category and 10,605,000 tonnes at 6.70 g/t Au (2,284,000 ounces) in the inferred mineral resource category using a cut-off grade of three grams gold per tonne:
[Blockierte Grafik: https://static2.seekingalpha.com/uploads/2018/10/36303466_15409978142594_rId18.jpg]Source: Osisko

Osisko’s exploration budget for its Quebec projects in 2018 is $100 million and the company already discovered of new gold bearing zones in July and August. I think that the recent exploration success of the company will improve the already compelling economics of Windfall which were outlined in a Preliminary Economic Assessment in the middle of July 2018:
[Blockierte Grafik: https://static1.seekingalpha.com/uploads/2018/10/36303466_15409978142594_rId23.jpg]Source: Osisko Mining

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Zitat von KPO

Robert Wares erwirbt Optionen zu einem Preis von 6,23 Cdn!!! Begründung: aufgrund einer Übernahme oder Fusion??? Irgendetwas ist hier im Busch:

Canadian Insider

Gruß
KPO

Ich kann es auch nicht genau erklären, aber dies hat m.E. etwas mit der Beaufield-Übernahme zu tun, denn das Datum des o.g. Optionenerwerbs und der Abschluss der Übernahme waren am gleichen Tag: 19.10.2018

https://globenewswire.com/news…-Beaufield-Resources.html

Gruß, Jones

https://seekingalpha.com/amp/a…eek-ended-28-october-2018

Zitat von Gold Panda

Best Drill Interceptions In The Metals Mining Sector For The Week Ended 28 October 2018

Summary

• The Lynx zone of Windfall Lake continues to impress.
• Pan American Silver discovers wide zones of mineralization below the current production levels at La Colorada.
• Westgold with an impressive interception during grade control drilling at its Cue gold operations.

(...)

Conclusion

Osisko Mining is continuing to release great drill results for the Windfall Lake project which will help it improve the project’s resource estimate and economics, which I think look already pretty good. I continue to stand by my earlier opinion that the company is undervalued and it has a lot going for it– good exploration results, a strong balance sheet and a great team. Osisko Mining has the same management team, engineers and geologists as well as many of the same directors that put Canada’s largest gold mine, Canadian Malartic, into production.

Pan American Silver announced amazing exploration results at La Colorada and I think that these newly discovered wide zones of mineralization below the current production levels will immensely improve the project’s resources and mine life. I wouldn’t be surprised if Pan American Silver decided to carry out another expansion of La Colorada over the next few years. While I think that the silver miners as a whole are overvalued, I consider Pan American Silver one of the few companies in the space that are well-run and have been delivering on their operating plans.

Westgold hit a very high grade zone as part of grade control drilling at its Cue gold operations project and I think that the project seems good as a whole. However, despite being the sixth largest domestic gold producer in Australia with an annual output of ~275,000 ounces of gold, the company is not listed in the USA. If you what to get some exposure to Westgold, you’ll have to go to the ASX.

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https://seekingalpha.com/amp/a…pcf=1&cshid=1541107647655

Zitat von Simple Digressions

Summary
Pure Gold is ahead of a few crucial events (initial mineral estimate for Wedge, definitive feasibility study for Madsen and test mining). In my opinion, these events may have a positive impact on the company’s share prices, trading in a narrow range since middle 2016. This thesis is indirectly confirmed by a few insiders having purchased large stakes in Pure Gold this year.

Zitat von GermanLong

Alles in Allem scheinen diese neuen Infos so eine Art Ankündigung guter Finanzzahlen zu sein, bzw. das erhöht die Erwartungen? Kalkül? Mal sehen, was mit dem Kurs passiert...

Stimme Dir zu, aber warum dann diese Insiderverkäufe... Klar, muss nix heißen, ist ja auch nur von einer Person, aber stört mich ein bißchen, so dass ich im Moment hin und hergerissen bin, was meine kurzfristigen Erwartungen angeht.

https://m.canadianinsider.com/company?ticker=FR

Gruß, Jones

Noch mehr Nuggets!

https://www.stockwatch.com/New….aspx?bid=Z-C:PAC-2672242

+35 % heute

https://www.juniorminingnetwor…e-at-nickel-mountain.html

Die Abwärtsbewegung seit dem Hoch am 1.11.2016 bei 20,18 CAD sieht m.E. allerdings ziemlich komplett aus: Welle 1 und 5 mit Delta 7,13 und 7,55 CAD sowie die große Welle 3 mit 12,10 CAD. Damit wäre die Welle 3 genau 1,60 mal so lang wie Welle 5, die bei 3,95 CAD am 13.9.2018 beendet worden sein könnte. Hab daher mal eine sehr kleine Position eröffnet.

Gruß, Jones

Da ist noch mehr im Busch so wie OSK gestern und heute wieder steigt...

Hab mich für einen Kompromiss entschieden, Novo reduziert und Pacton erhöht. Letztere hat das Gap von Freitag auf Montag gerade geschlossen.

https://seekingalpha.com/amp/a…coeur-mining-deal-win-win

Treasury Metals Announces 1.2 Million Ounces Gold Equivalent Measured & Indicated Mineral Resource Estimate with Gold Grade Increase; 64% Increase in Measured and Indicated Underground AuEq Ounces

http://www.treasurymetals.com/s/press_release.asp?id=122683

Zitat von Edel Man

Habe den Bestand um 25 % erhöht.

Ich kann mir gut vorstellen, dass das eine clevere Entscheidung war, denn auch charttechnisch sieht es m.E. gut aus. Mit dem Nuggetfund wurde der Abwärtstrend gebrochen. Daher kann ich mir schon vorstellen, dass es hier kurzfristig deutlich nach oben geht. Vlt. sollte auch ich meine Novo-Anteile geben und zur weiteren Aufstockung bei Pacton nutzen. Tue mich aber noch ein bisschen schwer mit der Entscheidung, weil ich auch Novo noch nicht abgeschrieben habe und mir vorstellen kann, dass wir hier gerade die Tiefstkurse sehen...

http://rohstoffbrief.com/2018/…rogramm-auf-red-mountain/

Zitat von Brian Fletcher

Summary

• GDX's pattern suggests a move much higher after one more low.
• High-confidence setup and timing suggest that investors in the mining sector brush off their buy list.
• Leverage is good, but not necessary in this sector.

https://seekingalpha.com/amp/a…-metals-miners-miss-act-2

https://blog.smartmoneytracker…10/gold-bull-resumes.html

Zitat von Soma Bull

... The look of First Majestic Silver (AG) has changed radically this year - for the better. It all started with the acquisition of the San Dimas mine in early 2018, which became its largest producing asset. Then, there was very good news last month on another key asset of the company, which I wanted to review as it really solidifies the bullish thesis. I liked AG before, but had some concerns. My main concern has been alleviated and I'm even more positive on this name.
Let's now discuss why....

https://seekingalpha.com/amp/a…first-majestic-silver-win

Weil wir auch am 76er Retracement des 2017er Anstiegs angekommen sind, bin ich eine spekulative Miniposition eingegangen. Mehr traue ich mich hier zurzeit nicht, aber die Null vorm Komma (in €) war schon reizvoll...