Beiträge von Blue Horseshoe

    open interest au höher trotz raid.
    2 milliarden unzen silber am dienstag gehandelt! sind dann ja noch 750mio(knappe jahresproduktion mehr)
    als die ersten zahlen von craig hemke


    --


    Price Manipulation and a Case for Physical Silver – Weekly Wrap Up (Aug 14, 2020)




    What a week! After the “raid” on silver this past Tuesday, Eric and Craig shed some light on why silver and gold experienced such a significant pull back. Who is responsible? Craig and Eric discuss with some compelling stories. Plus, Eric talks candidly about why holding physical is the way to go.


    https://www.sprottmoney.com/Bl…-wrap-up-aug-14-2020.html


    bg bh

    wiedereinmal ein lesenswerter artikel von steve/srsrocco & einer der letzten freien artikel vor der transformation in eine pay subscription.


    ua. goldimporte der usa, alleine april mehr als im gesamtjahr 2019




    Massive Surge In U.S. Gold Imports Signals BIG TROUBLE Ahead For The Financial System


    The U.S. imported a record amount of gold bullion in April during the global contagion and shutdown of many economies. The United States imported more gold in April than it did during all of last year. A lot of the gold imported into the U.S. was due to delivery issues, as many of the large gold refineries were shut down.
    ..
    The U.S. imported a record amount of gold bullion in April during the global contagion and shutdown of many economies. The United States imported more gold in April than it did during all of last year. A lot of the gold imported into the U.S. was due to delivery issues, as many of the large gold refineries were shut down.
    --


    Total world oil consumption on a three-year average corresponding closely to total world GDP per capita on a three-year average. While investors may deny this relationship, do so at your peril.
    Because the world has been able to add 1-2% of new global oil production on average each year, except for the down-turns, the highly leveraged Financial Ponzi Scheme can continue to grow and expand. However, when global oil production stops increasing on an annual basis, then global GDP growth is DEAD for good. And, I mean it.
    So, with the global contagion pulling down global oil demand by 25% in April, it forced investors into the safe-haven of gold. Unfortunately, because there are way too many paper gold contracts trading against few gold bars, investors demanded metal during one of the largest gold supply disruptions caused havoc in the system.
    Of course, the large gold refineries came back online, and the supply disruption dissipated. But, remember… this wasn’t a ONE-OFF EVENT. This was a signal of BIG TROUBLES ahead when more investors want to acquire physical gold bars.
    Which brings me to the large GOLD ANOMALY shown in the chart below:
    [Blockierte Grafik: https://srsroccoreport.com/wp-…19-APR-20-NEW-768x511.png]


    As we can see, for most of 2019, gold bullion imports into the United States were pathetically small. Americans now utilizing the wonders of the Robinhood trading platform rather buy and trade high-tech bubble stocks and bankrupt companies like Hertz, thinking they are going to make it rich. This is another sign that ALL IS NOT WELL in the Good ole U.S., of A.
    Total U.S. gold bullion imports in 2019 were 87 metric tons versus the 120 metric tons for April 2020 alone. We can also see that U.S. gold imports starting rising in March at 48 metric tons. When the May and June figures are released by the USGS, I will provide an update.
    Here are the Leading Sources of U.S. Gold Imports During April 2020 (mt = metric tons):

    • Switzerland = 53.8 mt
    • Singapore = 17.6 mt
    • Australia = 17.2 mt
    • Hong Kong = 12.9 mt
    • South Africa = 6.1 mt
    • United Kingdom = 5.2 mt
    • Canada = 4.1 mt
    • Mexico = 1.5 mt

    While Switzerland was the largest source of U.S. gold bullion imports, we can plainly see that metal was being sourced from all over the world to fill the massive demand.
    Now that many U.S. citizens have gone back to work, along with another pending $1+ trillion stimulus plan in September, Americans are now back to doing what they do best, and that is spending lots of money they don’t have on things they don’t need. What they really need is to own some physical gold and silver insurance.
    Regardless, the United States and world are not prepared for the coming ENERGY CLIFF. I use that term, “Energy Cliff” often and will provide future articles and videos on the details as we see it. However, in a nutshell, the glorious U.S. Shale Oil Miracle that has added nearly 8 million barrels of production since 2007, and is getting ready to hit a BRICK WALL.
    [Blockierte Grafik: https://srsroccoreport.com/wp-…007-2020-June-768x468.png]


    With the U.S. drilling rig count down 75% compared to last year, how does the U.S. Shale Industry plan on keeping production from falling considerably?? The United States’ brief blip of being “Energy Independent” for less than a year will lead to the country importing more oil to satisfy its needs.
    As the U.S. Government increases its debt to continue propping up the economy and markets, the one thing it cannot do is print barrels of oil.
    And… THERE LIES THE RUB.


    https://srsroccoreport.com/mas…66.9776759147644042968750


    bg bh

    @vatapitta


    guten morgen, freut mich wenn dir eine eingebrachte information eine entscheidungshilfe sein konnte.
    allerdings will ich niemanden überzeugen ;) und ich hoffe, deine eigene due dilligence hat dich zu der erneuten kauf/halte entscheidung gebracht!


    ich selbst halte es nicht mehr für ausgeschlossen, hier deposits mit insgesamt 15-20 mio oz zu finden und bin sehr gespannt auf die nächsten bohrergebnisse, auch von den anderen zonen(zb blue lake).


    viel erfolg und eine gute zeit
    bh

    so die letzten zahlen sind da


    K92 Mining Inc Releases Strong 2020 Q2 Financial Results Including Records for Revenue, Cash Flow and Net Cash



    VANCOUVER, British Columbia, Aug. 13, 2020 (GLOBE NEWSWIRE) -- K92 Mining Inc. (“K92” or the “Company”) (TSX-V: KNT; OTCQX: KNTNF) is pleased to announce results from its financial statements for the three months ended June 30, 2020.


    Second Quarter 2020 Highlights:


    Safety


    • Strong safety record continues, with no lost time injuries and one of the best safety records in the Australasia region since start of operations.
    • Proactive and focused management of COVID-19, with no confirmed cases amongst employees. K92 continues to operate and has strong preventative and response plans.


    Production


    • Record quarterly production of 26,847 gold equivalent (“AuEq”) oz, comprising 25,762 oz of gold, 531,406 lbs copper and 10,867 oz silver.
    • Record tonnage of 49,311 tonnes treated, a 30% increase from Q2 2019.
    • Cash costs of US$596/oz gold and all-in sustaining costs (“AISC”) of US$678/oz gold(2).
    • Long hole stoping at the K1 and K2 Veins has continued to perform to design and has provided a notable positive impact on operational flexibility.


    Financials


    • Sold 27,149 ounces of gold, 566,084 lbs of copper and 11,729 ounces of silver. Gold concentrate inventories of 3,439 ounces as of June 30, 2020, a quarterly decrease of 1,474 ounces.
    • Record quarterly revenue of US$47.9 million, a 105% increase from Q2 2019.
    • Record operating cash flow (before working capital adjustments) of US$30.3 million or US$0.14 per share and EBITDA of US$29.7 million or US$0.14 per share.
    • Net income of US$16.9 million or US$0.08 per share.
    • Balance sheet significantly strengthened, with cash increasing by US$13.1 million to US$34.7 million and debt decreasing by US$4.2 million to US$9.1 million as at June 30, 2020.


    Growth


    • Reported an updated mineral resource for Kora, with a Measured and Indicated Resource of 1.1 million ounces at 10.45 g/t AuEq and Inferred Resource of 3.7 million ounces at 9.01 g/t AuEq, representing a +180% and +50% increase from the October 2018 resource, respectively (see May 19, 2020 Press Release – K92 Mining Inc. Reports Significant Resource Increase at High-Grade Kora Deposit).
    • Surface exploration recommenced in late Q2 following lifting of the COVID-19 State of Emergency (“SOE”) in Papua New Guinea, targeting nine diamond drill rigs operating by the end of Q3 2020 and ten rigs by year end.
    • Resumed commissioning of the Stage 2 Expansion and development of the twin incline following the lifting of the SOE. Stage 2 Expansion commissioning is expected to be completed by the end of Q3 2020.


    bg bh

    hallo @Wildkatze


    für mich beginnt dein problem in falschen definitionen. diese diskussion hatte ich ja jetzt schon zweimal :)


    Solange Geld wie verrückt gedruckt wird, müssen die Börsen zwangsläufig geldwertbetrachtet steigen.

    was gedruckt oder digital geschaffen wird sind allenfalls umlaufmittel - currency.
    echtes geld hat per definition die wertspeicherfunktion inne.
    daher denke mal über die begriffe currency/währung und geld nach.



    Es bleibt unberücksichtigt was man dafür in realen Werten/Sachwerten bekommt. Denn was sind 100.000 Euro in Papier oder auch Gold denn wert, wenn ein Brot 50.000 € kostet?

    echtes geld ist ein sachwert an sich, da echtes geld immer ein rohstoff/gut ist, das sich durch seine qulifikationen/eigenschaften als GELD am markt etabliert.
    das brot kostet demenstsprechend sicher keine 50 nominierte 100€ goldmünzen.
    https://www.gold.de/kaufen/goldmuenzen/goldeuro/



    bg bh

    Und dann sind die Trendfolgeprogramme die automatisch draufhauen.....da ist nixxxx Verschwörung.


    Es ist sooo unglaublich viel Spielgeld im Markt.....bei Immos wird fast jeder Preis bezahlt

    hallo lupo,


    wer redet denn von verschwörung?
    eine andere sache sind naked shorts. es werden ja z.b. auch keine imaginären immobilien verkauft um eine preiskontrolle zu erreichen.


    bg bh

    Je stärker die Rally, desto schärfer fällt auch die Korrektur aus.

    nein, denn ohne manipulation in freiem markt ist soetwas nicht möglich.
    alleine gestern wurden 1,25 milliarden oz silber gehandelt, jahresproduktion post covid ca 850 mio oz.


    die wahre korrektur nach oben ist überfällig!


    An den Faktoren, die den Goldpreis zu Rekorden getrieben haben, hat sich nichts Grundsätzliches verändert.

    diese haben von der fed, durch das neue ziel inflation überschiessen zu lassen sowie yield curve control noch verstärkung bekommen.


    bg bh

    craig hemky zum gestrigen washout, "fed not fightinh inflation equals 18.000$ gold"


    einige interresante punkte
    zb.
    gestriges gehandeletes silbervolumen 1.25 MRD OZ bei einer jahresproduktion von max 850 mio oz(post covid-19)
    ankündigung fed policy change - überschiessen lassen der inflation, yield curve control
    schliessung von shortpositionen über das heraustreiben von spekulanten.


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    bg bh

    Ich habe gerade eine nicht allzu geile Wohnung verkauft, die jemand ganz, ganz unbedingt haben wollte und dafür einfach schlicht unfassbar viel zu viel bezahlen bereit war. Die Kohle soll morgen / übermorgen eintrudeln und ich hab die ganze Zeit gedacht... "könnten die EM-Kurse nicht bitte, bitte fallen...., ich möchte echt nicht der Idiot vom Dienst sein... "

    danke dir, ich lege jetzt euch nochmal günstiger bei den minen nach ua. ebenfalls mit erlösen aus einem immo deal.


    bg bh

    kurzinterview mit john lewins


    John Lewins:“Mining is a game of numbers, and let me give you the numbers for the stage 3 expansion:
    Zero. That is the amount of external funding that is required to build stage 3.
    $489. That is the all-in sustaining cost per ounce of gold production.
    318,000. That’s the average annual gold equivalent production at the run rate.
    1,000,000. That’s the tonnes we treat per year in stage 3.
    $125 million. That’s our initial pre-production expansion cap.
    $1.5 billion. That is the after tax NPV at a $1,500 gold price.
    Those are the numbers for stage 3. And that’s what mining is about.”


    Eric King:“John, those numbers are staggering. Let me give you some numbers.
    $2,050 gold.
    $29.50 silver.
    We’ve talked cash flows in the past. What are we looking at going forward with the dramatic upside surge and the prices that we are seeing in the gold and silver markets?”
    A Staggering $450 Million Of Free Cash Flow Each Year


    John Lewins:“Well, if you take stage 3, and we are producing over 300,000 ounces of gold a year, and our all-in sustaining cost is below $500, at $1,500 gold we are making $1,000 an ounce. So that’s $300 million in cash flow. With the price of gold at $2,000, that becomes $450 million of free cash flow each year.”


    Eric King:“What are you going to do with nearly a half a billion dollars in free cash flow?”
    10 Drill Rigs On Site By The End Of The Year


    John Lewins:“We currently have 7 drill rigs operating but we are going to expand that to 10 drill rigs by the end of the year. We will have more drilling results out later this month and we have so many exciting targets to drill. And to go back to that first number, zero, that’s the amount of external funding that will be required to build stage 3 because we are generating so much cash flow that we don’t need equity and we don’t need debt. We are actually making cash while we are building stage 3 and expanding to what is effectively a tier-one mine.”


    bg bh

    wegen der chips, werden wir mittelfristig sehen, smic started in china in q4/2020 die eigene 7nm produktion!
    vorerst in kleinserie und ab spätestens ab q1/2021 in hohen volumen.


    "TSMC und Samsung werden in diesem Jahr bereits 5nm-Prozesse in für Massenproduktion nutzen, jedoch holt China bei den fortschrittlichen Verfahren ganz offensichtlich immer weiter auf. Der größte Wafer-Hersteller, SMIC, überführte erst Ende letzten Jahres einen 14-nm-Prozess in die Serie, der 1 % des Umsatzes und einen Umsatz von 7,69 Millionen Dollar brachte. Aber diese Prozesstechnologie kann zumindest bereits 95 % der Inlandsnachfrage decken. Die 14-nm- und verbesserten 12-nm-Prozesse sind die FinFET-Prozesse der ersten Generation von SMIC. Man entwickelte auch fortschrittlichere N+1- einschließlich N+2-FinFET-Prozesse, die in etwas den energiesparenden und leistungsstarken Versionen des 7-nm-Prozesses entsprechen."


    und btw. intel selbst scheitert momentan am 7nm prozess.


    bg bh

    In Real Terms, Gold Has Yet to Reach New Highs


    As I type, gold just rose above $2,010 and silver topped $25. Long-suffering gold and silver bugs can be forgiven for breaking out some champagne as monetary metals reach new multi-year highs.



    We all know that inflation erodes fiat currencies, including the US dollar, every year. We refer to interest rates as “real” when adjusted for inflation. By that standard, the real price of gold has a long way yet to go to reach new highs.


    [Blockierte Grafik: https://independentspeculator.…thDailyPicks1970-2020.png]


    In “real” terms, gold has to rise more than $700 to beat the all-time, inflation-adjusted high of $2,722.18 in 1980.


    ...
    Just to match its 2011 peak, silver has to reach $55.78.
    To reach a “real” all-time-high, silver has to top $160.59.
    ..
    https://independentspeculator.…erms-gold-has-yet-to-peak


    bg bh


    China and Russia ditch dollar in move toward 'financial alliance'


    Greenback's share of neighbors' trade falls below 50% for first time


    In the first quarter of 2020, the dollar's share of trade between Russia and China fell below 50% for the first time on record, according to recent data from Russia's Central Bank and Federal Customs Service.
    The greenback was used for only 46% of settlements between the two countries. At the same time, the euro made up an all-time high of 30%, while their national currencies accounted for 24%, also a new high.
    Russia and China have drastically cut their use of the dollar in bilateral trade over the past several years. As late as 2015, approximately 90% of bilateral transactions were conducted in dollars. Following the outbreak of the U.S.-China trade war and a concerted push by both Moscow and Beijing to move away from the dollar, however, the figure had dropped to 51% by 2019.


    https://asia.nikkei.com/Politi…toward-financial-alliance


    -40% in 5 jahren.
    50% ist eine schwelle ab der es immer schneller geht.


    bg bh


    @Lexus


    das sehe ich anders, keine neuen contracte eröffnen zu können entpricht einem kaufverbot egal ob auf marge oder nicht. dies war der erste schritt zur abwärtsspirale, das andere hat dann hübsch mitgeholfen.
    nachfrage is schließlich eine der hauptkomponenten in einem markt zur preisfindung.
    es ging hier übrigens um die hunts, nicht um die jetzige situation, in der marginerhöhungen natürlich die kreditgetriebene und damit gehebelte nachfrage ausbremst.


    bg bh

    eric sprott & craig hemky



    August 7, 2020
    It’s been a great week, with silver up $3.50 and gold up $70. But is the surge over or will there be greater gains in the weeks ahead? Host Craig Hemke and legendary investor Eric Sprott break down all the gold and silver news you need to navigate this incredible period for precious metals.
    In this edition of the Weekly Wrap Up you’ll hear:

    • Why it’s “all about the silver”
    • What’s causing the shares to lag
    • Plus: the “hell of a deal” out there now

    “Let’s deal with the most important data that we had last week. Unfortunately for our listeners, this data came out at 3:30 in the afternoon on Friday. And it was the Commitment of Traders report that basically suggested that the commercials were buyers of gold and silver at nice, big fat losses for the first time ever in probably 35 years. And they still have a major short position. One of the guys I read, he describes it as an event that has happened ‘never times before.’ Like, it’s never happened before!”


    https://www.sprottmoney.com/Bl…rap-up-august-7-2020.html


    bg bh