Beiträge von Blue Horseshoe

  • SILBER : Märkte und Informationen

    das problem ist ja das hier etwas leerverkauft wird. es kann mir keiner weismachen das die unzen physisch gelagert vorhanden sind. damit wird die preismanipulation ja möglich, in dem sinne das ich den trade beliebig oft wiederholen kann. du hast also nicht nur für umsatz gesorgt, sondern ähnlich wie beim kaufen der anleihen durch die zentralbanken ein effekt der yield curve control gegeben ist, einen effekt auf die preisbildung.


    bg bh

  • SILBER : Märkte und Informationen

    gestern wurden 128.000 contracts PAPIER silver an der crimex umgesetzt.


    bei 5.000 oz pro contract x 128.000 waren das mal eben 640.000.000 millionen unzen!
    das sind ja nur mal eben an einem handelstag 80,22% der geschätzen WELT Jahresproduktion 2020
    https://www.silverinstitute.or…ld-Silver-Survey-2020.pdf
    seite 7


    bei gold schau ich wenn ich zeit habe heute abend mal rein, wenn von euch jemand zeit hat kann er/sie das auch gerne schonmal einstellen.


    bg bh

  • Öl & Gasaktien

    guten morgen,


    leider habe ich keinen geeigneten thread gefunden, sollte dennoch einer existieren bitte einfach verschieben.


    ich habe das letzte halbe jahr begonnen positionen bei öl und gas aktien wieder aufzubauen.
    im januar habe ich meine position bei Genel - https://genelenergy.com/ verdoppelt.
    das geopolitische risiko ist vorhanden, aber die produktionskosten belaufen sich aktuell auf ca 3$ Barrel.


    macht bitte eure eigene due diligence!



    bg bh

  • GOLD : Märkte und Informationen

    https://mises.org/wire/world-needs-gold-backed-deutsche-mark


    ...
    The opportunity for France to eliminate the DM and gain some control over the German economy arose after the fall of the Soviet Union and the government of its puppet state East Germany in the early 1990s. Germans on both sides of the now torn-down Berlin Wall desired to reunite their country politically. Eschewing force majeure, Germany sought the approval of the US, France, and the UK to reunite. In a still controversial and not universally accepted scenario—see this report from Spiegel International—France let it be known that it would give approval to a reunited Germany only if West Germany scrapped the DM and used the euro. German central bankers may actually have thought that they could prevail to make the euro a super-DM. They quickly learned otherwise as they were outvoted at key policy debates, and they watched helplessly as the European Central Bank violated the terms of its charter not to inflate the euro or to support the debt obligations of its members.
    Reinstating the Deutsche Mark Would Be Good for Both Germany and the World
    The decision to leave the inflationist eurozone is a political decision only. There is nothing in economic science that would prevent Germany from doing so and even adopting a gold standard. As explained by Ludwig von Mises in chapter eleven of Omnipotent Government:
    ...
    ..
    Germany is being plundered economically and financially by mostly southern European countries, as we can see in this time series of the Trans-European Automated Real-Time Gross Settlement Express Transfer System (TARGET2).1 TARGET2 records the claims and liabilities of the ECB and national central banks against the Eurosystem. A country’s TARGET2 balance is affected by its surpluses/deficits in (i) the current account, (ii) the financial account, and/or (iii) the capital account. It is reminiscent of a swap line operation or a change in foreign reserves under a fixed exchange rate arrangement:


    [Blockierte Grafik: https://cdn.mises.org/styles/max_full/s3/target2_graph_-_ecb_data.jpg?itok=nxyiqb9l]


    bg bh

  • SILBER : Märkte und Informationen

    Zitat von Edel Man

    Letztlich muß jedes Unternerhmen für sich eine angemessene Lösung finden, nach meiner Überzeugung sind die von Banken bevorzugten Finanzierungen / Überbrückungen die schlechtesten Lösungen und werden von schwachen Boards akzepiert...

    ich versuche es absolut zu vermeiden in producer zu investieren, die ihre produktion gehedgt haben. nimmt uns investoren ja ein großteil der performance. investiert wird ja weil ich long bin, da will ich keinen hedge...


    bg bh

  • SILBER : Märkte und Informationen

    Zitat von Edel Man

    Das sollten die Produzenten selbst am besten wissen, tun es aber oftmals nicht. Vorwärtsverkäufe wären bei mit tabu, im Gegenteil sollten Bestände physisch akkumuliert werden mit 2 fachem Vorteil für Preis und das Unternehmen selbst.

    hallo edel, ich stimme da ja generell zu aber oft ist das für die minen anhand der geschlossenen abnahme verträgen nicht so einfach, nicht jeder verarbeitet zb das konzentrat selbst. die minen die zb. das konzentrat an smelter verklaufen können zu 90%+ durch die vertragsstruktur nichts zurückhalten.
    first majestic sticht hier durch kn äusserst positiv hervor, auch das er im märz letzten jahres nichts verkauft hat...
    sonst würde mir adhoc nur noch rob mc ewen einfallen...


    [Blockierte Grafik: http://metalsnews.com/catalog/items/601/rob_on_gold_600.jpg]
    http://metalsnews.com/spotlight.aspx?ArticleID=601


    bg bh

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    nochmal news von dyl


    12 February 2021 NOVA JV - BARKING GECKO DRILLING UPDATE HIGHLIGHTSFollow-up drilling resumed on the Barking Gecko basement target to complete the 3,200m RC program commenced pre-ChristmasTo date four holes totalling 1,001m have been completed with the two holes drilled in February 2021 returning thick uranium mineralisation intersectionsBest intersections include: - TN245RC: 27m at 291ppm U3O8 from 36m (including 3m at 955ppm U3O8 from 52m) - TN246RC: 6m at 228ppm U3O8 from 56m 11m at 214ppm U3O8 from 73m (including 6m at 309ppm U3O8 from 77m) The early results are confirming the prospectivity for alaskite-type basement deposits similar to the Rössing and Husab uranium orebodies, at the 4km by 1km Barking Gecko prospect Completion of the drilling program and data evaluation expected by the end of March


    https://deepyellow.com.au/wp-c…DrillingUpdate12Feb21.pdf



    bg bh

  • Rohstoffboom ...?

    Zitat von tomson

    Ich habe den UBS Bloomberg Commodity ETF gefunden ubs.com/2/e/files/RET/FS_RET_IE00BYYLVK39_CH_DE.pdf

    RisikenDer Fonds bildet die Rendite eines breit diversifiziertenRohstoffindex nach und kann daher grossenWertschwankungen unterliegen. Eine Anlage in diesem Fondseignet sich somit nur für Investoren mit einem Anlagehorizontvon mindestens fünf Jahren sowie einer entsprechendenRisikobereitschaft und -fähigkeit. Die auszahlbaren Erträgedes Fonds hängen von Zahlungen ab, die der Fonds imRahmen des entsprechenden Swaps von der Swap-Gegenpartei erhält, und unterliegen dadurch einemKreditrisiko gegenüber der Swap-Gegenpartei. Sollte dieSwap-Gegenpartei gemäss den Bestimmungen desentsprechenden Swaps ausfallen, kann der Fonds einenVerlust erleiden. Jeder Fonds weist spezifische Risiken auf, dieunter ungewöhnlichen Marktbedingungen deutlich ansteigenkönnen. Das Fondsvermögen wird passiv verwaltet. DerNettoinventarwert des Fondsvermögens hängt somiterheblich von der Wertentwicklung der zugrunde liegendenAnlagen ab. Wertverluste, welche durch eine aktiveVerwaltung verhindert werden könnten, werden nichtaufgefangen



    stelle dir lieber ein kleines aber feines portolio selbst zu sammen und kaufe die orginal aktien.


    bg bh

  • SILBER : Märkte und Informationen

    The Cat’s out of the Bag


    In the latest Commitment of Traders report (COT), the issue I have nearly beaten to death for decades – the concentrated short position in COMEX silver futures – took center stage to a degree that had me check and recheck the data. It seems the 4 largest shorts in COMEX silver doubled down and added more new shorts in the reporting week ended Tuesday than in any other week (save one) in the last few years. The four big silver shorts added an astounding 6,672 new shorts (33.4 million ounces). This is the largest concentrated short position by the 4 largest traders in 13 years where JPMorgan wasn’t one of the 4. If you are looking for a reason why silver was capped at $30 and declined in the face of visible physical shortages in the retail market and extreme tightness in the wholesale (1,000 oz bar) market, then look no more. The price capping was caused by concentrated short selling on the COMEX and highly illegitimate and easy to prove selling in the silver ETFs.


    Let’s not beat around the bush, the silver price was rigged lower by the 4 big shorts. The evidence is clear. The COT report provides highly objective and mechanical analysis of the government’s own market data. What’s the motivation of the 4 big COMEX shorts? They are in a fight for their financial lives. They added with reckless abandon to their manipulative short positions this week in a desperate attempt to stem the tide of surging silver prices. They are much like an individual maxing out his credit cards in a desperate attempt to stay solvent. The big shorts deserve no sympathy because they have been engaged in illegal and manipulative practices for decades and they have hurt all too many unsuspecting investors. We had the highest trading volume in history, by far, on the COMEX and in SLV and the big shorts were so effective they both gained only a dollar.
    Starting on Thursday, January 28 and ending on Monday, Feb 1, the total trading volume in shares of the big silver ETF, SLV, soared to the highest three-day level in history. More than 545 million shares were traded. Prices closed on Monday up $3 from Wednesday, Jan. 27. Subsequently, the share price of SLV fell back by $2 at the close on Tuesday, Feb. 2. For all the record trading volume, the price of SLV (and silver) only had a net gain of $1 to show after the dust settled. As a result of the record trading volume, some 110 million ounces of silver were added to the holdings of SLV, with a value of roughly $3 billion. The three-day deposit of physical silver was, by far, the most in history. The deposit equaled 5.5% of the 2 billion ounces of silver in 1,000-ounce-bar form in the world.
    These facts are easy enough to verify. The subsequent withdrawal of 22 million ounces from the SLV over the past few days doesn’t change things. The most plausible explanation for the outflows were conversions of shares into metal by a large holder or holders to avoid SEC reporting requirements, which is legal. Let’s review the explanation for the incredibly subdued price reaction in silver in the face of what was the largest wholesale purchase in history. Never before had such a large amount of physical silver or any other commodity, for that matter, been bought in such a short period of time with such a small impact on price. The Hunt brother bought much less silver over a much longer period of time – years, not days – and drove prices higher by nearly 8-fold over the last year into 1980. Don’t forget, there is a lot less silver in the world today due to years of deficit consumption.


    So how did so much silver get purchased in such a short period of time without exploding in price by $10 or $20? It had nothing to do with the buyers and everything to do with the sellers (probably the same big 4) who are short on the COMEX. It was the sellers that sold enough to prevent silver prices from soaring. Why would the sellers not hold back and get the highest price possible for what they were selling? A higher price would result in their financial ruin. A higher price, say $40 or $50, would have set off more buying and higher prices, thus bringing complete ruin to the sellers who are short so much on the COMEX. Decades of price suppression and manipulation have brought us to the sad state where the sellers can’t allow higher prices because of the large size of their silver short positions. This is the only possible explanation for the absolutely bizarre circumstance of the most physical silver ever being bought in the shortest time without any significant impact on price. If anyone can offer another explanation for how so much silver could be bought with little if any price reaction, please fire away.
    Remember, we’re talking about the basic law of supply and demand. When demand suddenly exceeds supply, prices must rise sharply. Period. Silver is a market where 2.5 million ounces are produced and consumed each day, 7 days a week, 365 days a year, year after year. For buyers to suddenly buy 110 million ounces in days and for there not to be a violent price surge is impossible. This is the ultimate proof that silver is manipulated in price.


    https://silverseek.com/article/cats-out-bag


    bg bh