den "The Nuclear Fuel Report: Expanded SummaryGlobal Scenarios for Demand and Supply Availability 2019-2040"
kann ich leider als pdf nicht einstellen da 600 pfund und copyright. allerdings gibt es einen teil kostenfrei als pdf.
nuclear-fuel-report-2019-expanded-summary-final.pdf
auch wenn manches outdated ist, vllt für den ein oder anderen noch etwas interresantes dabei..
bg bh
indirekt passt das evtl hier rein, sonst bitte verschieben @Edel Man
Russia’s Inflation Rate Climbs Higher Again
Prices are rising at 6.5% in annual terms, well ahead of the Central Bank’s comfort zone.
Russia’s
inflation rate climbed to a new five-year high in June as the country
struggles with surging prices which threaten to derail the economic
recovery.
Inflation came in at an annual rate of 6.5%, the Rosstat federal statistics service said Wednesday — the fastest pace of price rises since August 2016.
The reading was higher than market expectations and could trigger the Central Bank to consider another large interest rate hike even as a vicious third wave of the coronavirus threatens to derail the Russian economy.
The Bank is almost certain to take some action when it meets later this month, with Governor Elvira Nabiullina previously stating the regulator would consider an increase of anywhere from 25 to 100 basis points — taking interest rates to anywhere between 5.75-6.5%.
“Given the CBR's more hawkish rhetoric of late, the inflation print lends more credence to the idea that a 100 bp rate hike is forthcoming,” said Sberbank analyst Igor Rapokhin.
Economists pointed to another sharp increase in food prices as driving the headline inflation rate higher — a reversal of last month’s trend which had seen food inflation start to moderate. Core inflation — a reading which strips out the most volatile items and is seen by some as a more reliable indicator of medium-term price rises — also rose higher in June.
The Central Bank is mandated to target an inflation rate of 4%.
Sova Capital’s Artem Zaigrin said he expects inflation will climb higher still over the summer, peaking close to 7% in the next few months.
Rising prices have caused a political headache for the Kremlin, with Russians regularly rating higher prices and declining living standards as their top concern.
Ahead of parliamentary elections scheduled for September, President Vladimir Putin has announced a series of cash handouts to families in a bid to support incomes after the coronavirus, which saw average disposable incomes sink to their lowest level in 10 years.
https://www.themoscowtimes.com…limbs-higher-again-a74458
Russian monetary policy
Inflation (Annual, %)
Central Bank of Russia's key interest rate (%)
https://datawrapper.dwcdn.net/eE512/3/
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SWR: Do you anticipate mergers and acquisitions (M&A) heating
up in the mining space? If so, what companies could be takeover
targets?
RA: Yes. I do see corporate activity picking up, likely at a
measured pace as management teams have shown more discipline. I don't
necessarily own companies just as takeover targets, but, as I said, with
a lot of these companies, you couldn't build them for the price that
you could pay for them currently. That's how l feel the valuations are
now. One company that probably will be in play is K92 Mining Inc. (KNT:TSX.V).
I think it is on the cusp of a significant resource expansion and with
its free cash flow it has marked impressive returns on invested capital.
The mine is in Papua New Guinea, but Papua New Guinea is not a bad
place if you're paying taxes. That's the issue. Barrick Gold Corp.
(ABX:TSX; GOLD:NYSE) really wasn't, from what I understand with regards
to Porgera; however under new stewardship Mark Bristow has now rectified
the issue. I think K92 is doing the right thing socially to have the
political support in the country. That's an easy one.
streetwisereports.com/article/…html#.YOdyKhk3yvs.twitter
bg bh
SWR: Do you anticipate mergers and acquisitions (M&A) heating up in the mining space? If so, what companies could be takeover targets?
RA: As for an exploration play, Chalice Mining Ltd. (CHN:ASX; CGMLF:OTCQB) has had a great discovery. Nobody knows how big this is going to be. I would say that that's one deposit that is in a nice location, 60 km or so outside of Perth in Australia. You have perhaps a world-class ore body there that is in a really nice location to be able to develop. I think that one is really positioned. It may take some time for more exploration, but I think it would have people certainly watching it.
https://www.streetwisereports.…html#.YOdyKhk3yvs.twitter
bg bh
SWR: Do you anticipate mergers and acquisitions (M&A) heating up in the mining space? If so, what companies could be takeover targets?
RA: Yes. I do see corporate activity picking up, likely at a measured pace as management teams have shown more discipline. I don't necessarily own companies just as takeover targets, but, as I said, with a lot of these companies, you couldn't build them for the price that you could pay for them currently. That's how l feel the valuations are now. One company that probably will be in play is K92 Mining Inc. (KNT:TSX.V). I think it is on the cusp of a significant resource expansion and with its free cash flow it has marked impressive returns on invested capital. The mine is in Papua New Guinea, but Papua New Guinea is not a bad place if you're paying taxes. That's the issue. Barrick Gold Corp. (ABX:TSX; GOLD:NYSE) really wasn't, from what I understand with regards to Porgera; however under new stewardship Mark Bristow has now rectified the issue. I think K92 is doing the right thing socially to have the political support in the country. That's an easy one.
As for an exploration play, Chalice Mining Ltd. (CHN:ASX; CGMLF:OTCQB) has had a great discovery. Nobody knows how big this is going to be. I would say that that's one deposit that is in a nice location, 60 km or so outside of Perth in Australia. You have perhaps a world-class ore body there that is in a really nice location to be able to develop. I think that one is really positioned. It may take some time for more exploration, but I think it would have people certainly watching it.
Now, as far as other companies that are potential takeouts, Arizona Metals Corp. (AMC:TSX.V; AZMCF:OTCQX) has a copper-zinc-gold deposit in Arizona. Exxon Mobil Corp. (XOM:NYSE) was evaluating the deposit in the early 1970s. Along with the drilling program, Exxon completed significant underground workings and calculated an internal resource. But the issue when Exxon was looking at it was there was a lot of zinc there and they couldn't process the zinc metallurgically, so Exxon walked away. Now you can separate that gold from that zinc metallurgically. The value of the resource that Exxon had calculated—again it's not NI 43-101 compliant—showed substantial opportunity. If you look at some of the other exploration work Arizona Metals has done outside the resource area, there's probably a lot more that can be unearthed in terms of opportunities for the company. Being that it is in Arizona, in the U.S., it might be something that people want to look a little bit closer at. Copper is certainly in demand for clean energy. It has a small footprint, too, so it could be good.
Additionally, E79 Resources Corp. (ESNR:CSE; ESVNF:OTCQB) recently put out its drill results that hit some very good holes. This is similar to the Fosterville mine in Australia. E79's stock went from $0.37 to $1.26, a 240% move, in one day. That shows you the market does have an appetite to pay for good exploration results, and the market is not waiting.
What I find interesting is you can have good exploration results that are game-changing for the company such that I and other people are ready to buy it, but the seniors seem to be more cautious about how they're going to use their balance sheet. That's been my disappointment when I look at this whole M&A sector, that the seniors shut the window for a year or so, shed assets and made some investments in some of the exploration companies, but we just really haven't seen the consolidation that I think needs to play out. It may take a couple more years. We may need a real gold market for that to sort out.
SWR: Do you have specific companies that you would recommend investors take a look at?
RA: There's one that is one of my biggest holdings; it's in the battery space, but it's somewhat unique. It's Nano One Materials Corp. (NANO:TSX). It has patented proprietary technology for cathodes for batteries. What's unique about the company is it has created a cathode that has an internal crystalline structure, versus amorphous, which accounts for their performance margin. The biggest thing, in simple terms, is it can generate a higher voltage, about 25% higher than your typical cell. That is a huge advantage for either distance or being able to pack more power into a smaller space with these batteries.
Nano One has agreements in Europe and has agreements with battery players in Asia that it is working with. It's all in the development and testing stage right now. It also has an agreement with a major international North American car manufacturer—it's either Ford, GM or Chrysler—that's evaluating one of its cathodes right now. If any of those companies decides to use Nano One's technology for the batteries, that will be a big deal for the company. It has a C$417 million market cap, but what happens to a company like that when a big major says, hey, we like your technology?
A couple of weeks ago Nano One announced an agreement with Johnson Matthey Plc (JMAT:GBX; JMPLF:OTCMKTS). That gets it in the door with all the European supply chains for manufacturing on the batteries. Johnson Matthey is almost a 200-year-old company and is very well known in material sciences. Nano One is in the same room with all the top players. I think it's a possibility that it will get a commercial license out of this technology, and that will be a game-changer for it. I would say it might be my biggest opportunity at the moment.
If I was going to go down the list, the next one would probably be K92 as far as potential for something to happen there in the coming year. That's where I think we could certainly have some good things happen.
Silver Viper Minerals Corp. (VIPR:TSX.V; VIPRF:OTCQB) is a silver-gold exploration company operating in Mexico. In March it released some impressive drill intercepts within the El Rubi structure of the La Virginia project. They cut 252 g/t Au and 3,917 g/t Ag over 1 meter, while their discovery hole was 13.3 meters at 3.16 g/t gold and 228 g/t silver.
Another company I have devoted significant resources to is Ivanhoe Mines Ltd. CL A (IVN:TSX; IVPAF:OTCQX), which has mines it is developing in the DRC and South Africa. The copper assets in the DRC are currently going through their initial startup of mineral processing. The company is selling at a very discounted valuation relative to its peers. Yes, there is political risk, but with the mineral endowment and the grades of the copper ores at Kamoa-Kakula, the zinc at Kipushi and the platinum group metals in South Africa, the stock is too cheap to ignore.
SWR: Which companies have been the top performers in your funds?
RA: Year to date, Arizona Metals is up close to 400% so far this year. It's been a great win, but it does seem like there is some more to go, perhaps. That's been one of our best performers year to date.
Gossan Resources Ltd. (GSS:TSX.V; GSR:FSE), a very small company with only a $14 million market cap, is up around 200% for the year. There are a number of smaller companies that are above 100% in terms of gains this year, largely on exploration results. These are in the World Precious Minerals Fund, where we have more of the exploration names.
But if I look at the Gold and Precious Metals Fund, where we have mainly producers, there's only one stock in that group with greater than a 100% gain. That's Aya Gold and Silver Inc. (AYA:TSX; MYAGF:OTCMKTS). Benoit La Salle, the person who originally was one of the original founders of SEMAFO, is heading up Aya Gold. It has mainly silver in Morocco. I think he has a great opportunity that he has been able to surface there, and I think he's the right man to develop it with his francophone experience working in West Africa. The point I would make is in this midtier universe I only see one stock that's up greater than 100% and that is Aya at +170%. The next highest performer plateaus at 32%. You're not seeing the big gains in the midtier space. That's what I'm hoping will change. If we start to see some consolidation at the midtier level, that will probably be a signal that we're in a real market.
SWR: Any parting thoughts for our readers?
RA: I don't think we're in a full-fledged gold market yet, but it certainly could be coming. If you look at the macro picture and where we seem to be going in the world, there's a significant chance we're going to be going higher on the gold price in the coming years here.
SWR: Thanks for your insights, Ralph.
https://www.streetwisereports.…html#.YOdyKhk3yvs.twitter
bg bh
Four Potential Takeover Targets on This Precious Metals Fund Manager's List
Interview
Ralph Aldis, portfolio manager at U.S. Global Investors, explains why he believes we are not in a full-fledged gold market yet and discusses where he believes investors can find opportunities.
Streetwise Reports: Ralph, you manage the U.S. Global Investors Gold and Precious Metals Fund (USERX) and the World Precious Minerals Fund (UNWPX), and the Gold and Precious Metals Fund (USERX) just received a 5 Star Morningstar rating for the 10-year and Overall time periods. You must watch the macro trends quite closely. What trends do you see that would be of interest to our readers?
Ralph Aldis: The biggest trend that everybody has been talking about is inflation; that is a real concern. The Federal Reserve is talking about it being transitory. A lot of Street analysts are saying the same thing. Then we have people on the other side of the fence saying, no, it's not going to be that way. Labor's demand for higher wages is the issue and this is going to be a challenge for companies. It's a dynamic scenario and it will be difficult to know how all of that is going to play out, but I think that the key thing in this whole inflation argument is how well labor can make gains in cost-of-living adjustments. If wage gains persist, I think you will see inflation possibly continuing to move. But I do not see runaway inflation in the cards.
SWR: What kind of precious metals shares will outperform the others over, let's say, the next six months to a year—seniors, royalty companies, developers, juniors? Where do you expect the big moves?
RA: It could play out like how the prior year did in the sense that the market has lost all its momentum with 2021. The senior gold producers typically get the bid up first when this market starts to move. The royalty companies seem to do well early too but whenever gold faces headwinds they tend to be more stable.
I don't know if I would say we've had a real gold market yet. Last year was nice, but we saw what happened in the beginning of this year: some stocks gave up 60%, 70% of what they gained last year with the pull back in gold. It hasn't looked like a market until just recently where the inflation issue has been coming more to the forefront and getting the stocks lifted back up. But I think it's going to be similar to the prior year where the seniors moved first.
The exploration companies seem to be getting big bids right now on positive drill results. The one thing that has been missing in this whole group—seniors, royalties, developers and juniors—is the midtier ones have not really gotten much of a bid. Look at Roxgold Inc. that got taken out by Fortuna Silver Mines Inc. (FSM:NYSE; FVI:TSX; FVI:BVL; F4S:FSE). They're both mid-tiers, but it seemed like nobody really cared. That's where I think a lot of the opportunity is, companies can buy these midtier ones. Maybe it's a one- or two-mine producer or maybe it's an exploration and development company, but the seniors can buy them cheaper than they can probably create that same asset themselves.
I think consolidation is still going to be an opportunity as we go through this period. I think the seniors are going to move first and then the juniors, and then we'll have to see if this market becomes deep. Then we'll get full participation.
Retail Sales: Brace for Landing
Taps Coogan – July 8th, 2021
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The following chart, from Bank of America via Robin Wigglesworth, is a real doozy. It shows the difference between the trend in the number of people working and the amount we are all are spending on retail sales. To note, nonfarm payrolls is a measure of the number of employees working in the US and should not have the ‘$’ unit shown on the chart.
Presumably, the goal of the various rounds of stimulus checks and expanded unemployment, PPP loans, etc… was to keep consumer spending and economic activity from dropping too much during the recession. In practice, those programs were so over-done and poorly targeted that consumer spending spiked to record levels.
It will be interesting to see what history has to say about the prudence of pulling forward years and years of goods spending in a stimulus free-for-all and then keeping the show going for months and months after record job openings had become available.
Like so many other charts these days, simply returning to normal on retail sales would look an awful lot like a recession.
https://thesoundingline.com/retail-sales-brace-for-landing/
bg bh
DR. ALI YOUSEFIANI OF BOEING JOINS HYPERION’S ADVISORY BOARD ▪Dr. Ali Yousefiani, Technical Fellow and Chief Scientist for Metallic Materials Technology for Boeing Research & Technology, joins the Hyperion Metals Scientific and Technical Advisory Board ▪Dr. Yousefiani was a Co-Investigator for the ARPA-E funded development program for Hyperion's breakthrough, patented titanium metal and powder technologies ▪Dr. Yousefiani has a successful track record of leading strategic investment decisions and enterprise level R&D initiatives, and will focus on the commercialization of Hyperion's titanium technologies
0:00 Intro0:59 Volatility is the Price of Admission for Silver Investors3:07 Peru Elections & Jurisdictional Risk4:59 Tier One Listing & Updates7:52 10X More Potential than Ivan Bebek's Past Wins14:36 What Investors Should Expect
meiner meinung nach fallen die usa, auch militär technologisch langsam zurück, erst in der missle technology aber zusehends auch in anderen rüstungssparten/waffensystemen, trotz eines unvorstellbaren budgets.
hier kann man recht gut erkennen wie wichtig die ppp(purchasing power parity) also die kaufkraftparität beim vergleich von volkswirtschaften ist. ein reiner vergleich auf dollarebene macht keinerlei sinn.
sieht so aus als hätte der vilnius school-master(cpt ramius) derzeit viel zu tun.
jungfernfahrt der belgarus
https://www.navalnews.com/nava…sails-for-the-first-time/
sowie die neue yasen-m ssgn - novosibirsk beginnt ihre sea trials
https://www.navalnews.com/nava…sk-begins-its-sea-trials/
bg bh
Und das alles sollen die Drücker so geräuschlos unter Kontrolle behalten
vllt großteils inlandskäufe der zukünftigen produktion, who knows, abwegig ist ein größerer kauf keinesfalls.
"die drücker" bzw deren master in der biz mussten auch basel 3 und nsfr umsetzen... obwohl diese gold bestimmt nicht als tier1 asset aufwerten wollten.
bg bh
[Blockierte Grafik: https://secureservercdn.net/19…21/07/xag_renko_daily.png]
But now possibly 2 arcs creating incredible traction to propulse silver prices upwards.
HANG ON TIGHT
47$ target (once 30 is closed above on the weekly chart).
https://www.northstarbadcharts…ull-power-zone-quadrants/
bg bh
CPN minus 50% ist schon heftig. Evtl. massiv SL abgeräumt?
ne, die bohrergebnisse waren nicht das was der markt erwartet hat
https://wcsecure.weblink.com.au/pdf/CPN/02391760.pdf
daher wahrscheinlich auch ein wenig sippenhaft...
bg bh
CHN hupft um fast nen Dollor, CPN hauts runter und DEV verlieren auch ganz nett.....mal die Lauscher stellen.
nicht das erste mal das chn auf die bohrergebnisse erst nen tag später reagiert 
h2 aus nuclear ist ein globaler trend... siehe auch das cad research paper dazu.
ohne mir jetzt die vor-postings durchglesen zu haben, aber insulin, da steht gerade im absurden us markt einiges bevor. da kann sich auch walmart warm anziehen. openinsulin hat mittlerweile das backing vieler politiker und behörden ua. wird der markt für neue präperate geöffnet werden.
biohackers - openinsulin
https://www.freethink.com/show…-work/how-to-make-insulin
bg bh
[Blockierte Grafik: https://stockcharts.com/c-sc/s…5&g=0&i=0&r=1625310410062]
https://stockcharts.com/c-sc/s…5&g=0&i=0&r=1625310410062
neues ath
bg bh
wiedereinmal gute news
https://chalicemining.com/site…nnouncements/61039202.pdf
Resource drilling continues to define continuous high-grade zones at JulimarInfill drilling confirms the quality of the Gonneville PGE-Ni-Cu-Co-Au deposit
...
aber auch step out
Step-out drilling has extended the high-grade G3, G5 and G10 zones along strike, with significant results including:
«7m @ 3.8g/t Pd, 0.8g/t Pt, 0.8% Ni, 0.1% Cu,0.08% Co from 189m (JRC248) – G5
«5m @2.4g/t Pd, 0.9g/t Pt, 1.2% Ni, 0.3% Cu, 0.08% Co from 44m (JRC244) – G3
«15m @ 1.5g/t Pd, 0.4g/t Pt, 0.3% Ni, 0.1% Cu, 0.03% Co from 198m (JRC243) – G10
«Assay results are pending for a further 137 completed drill holes.
bg bh
soll das bitte sein außer Silberknappheit?
zb. augelastete produktionskapazität != silberknappheit, lieferkettenproblematik durch covid-19
sage nicht das es so ist, aber es gibt andere möglichkeiten
bg bh
