Beiträge von Blue Horseshoe

    Chinese Banks Urged To Switch From SWIFT And Drop USD In Anticipation Of US Sanctions


    ....
    China launched the CIPS clearing and settlement services system in 2015 as its alternative to SWIFT and in hopes to internationalise use of the yuan. So far, uptake has been negligible: supervised by the central bank, CIPS said it processed a mere 135.7 billion yuan ($19.4 billion) a day in 2019, with participation from 96 countries and regions.
    The BOC also recommended that China develop legislation similar to the European Union's Blocking Statute, which allowed the EU to sustain trade and economic relations with Iran, a country targeted by U.S. sanctions, although as has emerged in the past two years, Europe's attempt to launch its own SWIFT-equivalent via Instex has been a failure, as virtually nobody is willing to risk alienation from the US Dollar by endorsing a European alternative. In fact, only when push comes to shove, and correspondent nations have no choice but to launch their own non-dollar transfer systems, will SWIFT's supremacy finally be but to the test... as will the reserve status of the dollar.
    Finally, confirming that this time China will have no choice but to proceed with "Plan B", the SCMP reported overnight that the top adviser to Hong Kong’s leader, Carrie Lam, confirmed that his account at a US bank was closed earlier this year, as a result of Washington’s push to sanction Chinese and local officials over the city’s national security law.
    ....
    https://www.zerohedge.com/mark…anticipation-us-sanctions
    https://www.rt.com/business/496513-china-banks-us-sanctions/
    --



    Bye Bye Benjamin! Russia & China speed up de-dollarization process: most trade no longer conducted in greenbacks



    After years of talking about abandoning the US dollar, Russia and China are doing it for real. In the first quarter of 2020, the share of the dollar in trade between the countries fell below 50 percent for the first time.
    To give an indication of the scale of the adjustment, just four years ago the greenback accounted for over 90 percent of their currency settlements.
    According to Moscow daily Izvestia, the share has dropped to 46 percent, tumbling from 75 percent in 2018. The 54 percent of non-dollar trade is made up of Chinese yuan (17 percent), the euro (30 percent), and the Russian ruble (7 percent).




    In January, Russian Foreign Minister Sergey Lavrov explained that Moscow is continuing "its policy aimed at gradual de-dollarization" and is looking to make deals in local currencies, where possible.
    Lavrov called the rejection of the greenback "an objective response to the unpredictability of US economic policy and the outright abuse by Washington of the dollar's status as a world reserve currency."
    Movement away from the dollar can also be seen in Russia's trade with other parts of the world, such as the European Union. Since 2016, trade between Moscow and the bloc has been mainly in Euros, with its current share sitting at 46 percent.


    https://www.rt.com/business/496513-china-banks-us-sanctions/



    die de-dollarisation läuft mit hochgeschwindigkeit. dementsprechend sind auch "milk-shake" & "swap-line" theorien für mich nicht zutreffend.


    [Blockierte Grafik: https://i.ibb.co/jfw2Jx9/dollar-index.png]


    bg bh

    BMO Capital Markets Analyse zu KNT
    von Andrew Mikitchook, P.Eng., CFA


    Phase 3 Expansion PEA; Visibility on >300,000oz/yrAuEqBottom Line: We are increasing our target price to $8.00 from $6.00 by matching thePhase 3 PEA expansion driven by higher-than-expected grades at lower capital andoperating costs than we had been expecting. K92 is self-financed for significant growthto an intermediate gold-copper producer (>300koz/yr AuEq) – this is scarce amongjunior and even intermediate peers. In our opinion, especially as K92 completes thePhase 2 expansion and advances Phase 3, there will be ongoing market support andrevaluation.



    Kainantu’s Phase 3: An Emerging Intermediate ProducerThe updated Phase 3 PEA exceededBMO expectations outliningan average of 258,000oz/yrAuEq over 12years of mine lifeat significantly lower AISC compared to the 2018 PEA and 2019 actuals. In our opinion, especially as K92 completes the Phase 2 expansion and advances Phase 3,there will be ongoing market support and revaluation. We discuss our key takeaways below:



    Doubling production capacity:The new mine plan shows visibility on a gradual but quick ramp-up to 1mmtpa in Phase 3 by late 2023 compared to 400tpa in Phase 2.Stage 2 expansion commissioning is currently underway toward the planned +120koz/yrAuEqthat will be maintained through 2023 when Phase 3 ramps up.



    Kainantu is highergrade at higher throughputs:The newlife-of-mine gold grade is 8.8g/t, only a slight decrease from the 9.0g/t in the previous 2018 PEA and above our assumed grade of 7.9g/t. Average copper grade of 1.0% is a modest decrease from the previous PEA but tends to increase over the life of the mine with throughput. Overall, the new mine plan holds Kainantu in the upper end of high-grade mines globally with visibility on several years averaging 10+g/t.Notably,exploration continues toexpand the high-gradezone –7 rigs are currently turning and expanding to 10 by year-end.



    Lower operating costs/tonne: The net result of mining at higher throughputs islower-than-expected unit costs averaging US$93.6/t LOM and US$88.8/t post Phase 3 expansion.



    Capital and sustaining costs:The Phase 3capex ofUS$125M and US$28M/yr is lower than the our previouslymodelled $300Mand likely manageable for the company to fund internally from Kainantu Phase 2 cash flows.Exhibit 1 highlights the FCF drawdown in 2021-2023 as $125Mof capex is invested inthe Phase 3 expansion.



    Significant leverage to gold price:Theupdated PEA boasts an after-tax NPV5%of US$1.5 billion at US$1,500/oz gold, increasing to an after-tax NPV5%of US$2.0 billion at US$1,900 per ounce gold.



    Phase 3 already underway: The company is targeting the delivery of a Definitive Feasibility Study (DFS) for Stage 3in mid-2021. Currently, the new twin incline is underway,and four diamond drill rigs are operational underground focused on upgrading the resource for the DFS and expanding the known resource to the south and at depth.Surface drilling is ramping up as well with three drills now active and fivedrill rigs expectedby year-end.



    vollständig unter


    http://cdn.ceo.ca.s3-us-west-2…0-%20July%2028%202020.pdf



    bg bh

    neulich habe ich im minenthread angekündigt ein paar titel hier reinzustellen die ich aufgestockt oder neu ins depot gelegt habe.


    den anfang macht heute o3 mining, sozusagen aus der unternehmensgruppe osisko.


    https://o3mining.ca


    [Blockierte Grafik: https://i.ibb.co/LSYytPR/o3mining-chart.png]


    [Blockierte Grafik: https://i.ibb.co/cNWXQT6/o3mining-data.png]



    o3 mining ceo jose vizquerra ist hervorragend ausgebildet:


    Mr. Vizquerra is an alumni of the General Management Program at the Wharton School of Business. He holds an MSc in Mineral Exploration from Queens University and a B.Sc in Civil Engineering from UPC Universidad Peruana de Ciencias Aplicadas. Mr. Vizquerra is a Qualified Person pursuant to National Instrument 43-101.
    auch stammt er aus einer familie erfolgreicher mineure, sein großvater alberto benavides de la quintana begann anfang der 1950 jahre den konzern buenaventura (nyse: bvn) aufzubauen und brachte diesen 1996 an die nyse...


    market cap ca 130.000.000 cad.
    barmittel ca 61.000.000 cad
    sehr wenig shares ausgegeben


    5,2 moz gold auf allen projekten in ontario & quebec


    letzten borhergebnisse vom 07.07.20 sind high grade:

    • 46.4 g/t Au over 1.3 metres in drill hole O3EC-20-023, located to the north of Nordeau East
    • 16.6 g/t Au over 1.5 metres in drill hole O3EC-20-020, located northeast of Nordeau West

    https://o3mining.ca/news-media…new-zone-at-east-cadillac


    150.000 meter bohrprogramm seit 05/2020.


    bei interesse macht einfach eure due dilligence.


    bg bh

    https://www.mining.com/feature…ld-mines-in-the-world-q1/


    [Blockierte Grafik: https://www.mining.com/wp-content/uploads/2019/07/Top-10-lowest-cost-gold-mines-Q-1-2019.jpg]


    dann schau mer mal wo knt hier zukünftig steht...


    bg bh


    ps. seit der pea


    @bslusarchuk Clarus, Canaccord Genuity, Cormark, Desjardins, Eight Capital, Haywood, PI Financial, Stifel GMP, Scotia, BMO and Raymond James all now cover K92 so if you have an acct at any of these firms, easy to find very bullish and detailed research today based on yesterday’s big news out of the company.


    10x buy ratings
    1x overweight

    genau meine meinung... schrieb ich ja schon öfter.... sensationelles management auf hervorragendem projekt.
    möchte auch nicht wissen wie viel kg reißnägel die verantwortlichen bei barrick gold schon geschluckt haben...


    ich wiederhols nochmal.... tier1 asset ...


    bg und erfolgreiche zeit
    bh

    für mich hätte die neue pea nicht besser sein können, aber lest selbst:


    K92 MINING INC ANNOUNCES ROBUST KORA STAGE 3 EXPANSION PEA

    Stage 3 Expansion PEA Study Highlights

    • After-tax NPV5% of US$1.5 billion at US$1,500 per ounce gold, increasing to an after-tax NPV5% of US$2.0 billion at US$1,900 per ounce gold.
    • Average annual expansion run-rate production of 318,000 ounces gold equivalent (“AuEq”)(1) per annum at 1.0Mtpa, commencing in late-2023, representing a 165% increase from Stage 2 Expansion Life of Mine (“LOM”) average annual production.
    • LOM average cash costs of US$353 per AuEq ounce and AISC(2) of US$489 per AuEq ounce.
    • Low cash costs of US$202 per gold ounce and AISC costs of US$362 per gold ounce net of by-product credits.
    • Initial pre-expansion capital cost of US$125 million and life of mine sustaining capital cost of US$341 million with all capital costs fully funded by existing Stage 2 Kainantu mine cash flow.
    • Mine life of 12 years, including ~3 years of Stage 2 production (2021 to late-2023).

    https://k92mining.com/2020/07/…ra-stage-3-expansion-pea/



    dazu sagt brian
    @bslusarchuk Congrats to all stakeholders on this big K92 news today. Really spectacular result and congratulations to all of you on this board who have been owners of the company for a long time now (including times when it would have been easy to have been shaken out). While today's update is excellent, I believe the best days are ahead for the company as progress continues on the ground on all fronts. 13from #knt, 27 Jul 2020, 23:04



    goldige grüße
    bh

    dass in Zukunft der Goldpreis durch den Crack up boom deutlich nach oben angepasst werden muss

    wäre ja eine völlig falsche analyse. es ist ja die entwertung der währungen, der verlust der wertspeicherfunktion die diesen(crack up boom) auslöst. ursache ->wirkung.


    “Gold can go to infinity because the dollar can go to zero.” - Peter Schiff


    bg bh

    Mal daran gedacht das es nur Gewinnmitnahmen sein könnten?


    nein davon gehe ich nicht aus.


    1. marginerhöhungen(im silber kontrakt immerhin alleine heute satte 12,5%)
    2. option verfallstag morgen, und die sind "land unter"


    dannach konnte man schon in der vergangenheit den "wecker" stellen.
    die große frage ist eher wie gehts dann ab morgen weiter.... ?


    gold future knapp an der 2000 letzte nacht
    [Blockierte Grafik: https://www.zerohedge.com/s3/files/inline-images/2020-07-27_18-27-58.jpg?itok=vAeQ6yA_]


    silber future knackte die 26
    [Blockierte Grafik: https://www.zerohedge.com/s3/files/inline-images/2020-07-27_18-35-26.jpg?itok=Fwc-cs6L]


    bg bh

    A Record 170 Tons Of Physical Gold Were Just Delivered On The COMEX: Here's Why


    Physical delivery on the largest gold futures exchange in the world, the COMEX in New York, has reached all time highs this year. In June more than 170 tonnes were physically delivered (5.5 million ounces). Usually, delivery is “neglectable.” What has changed?


    An important change in the global gold market occurred on March 23, 2020. On that day the price of gold futures in New York started drifting higher than the price for spot gold in London. Ever since, the spread has persisted, though it continuously widens and narrows. The reason for this disturbance in the market can be read in my previous article “What Caused the New York vs. London Gold Price Spread and Why it Persists.”
    To understand the shift in deliveries, first let's have a look at how the global gold market operated before March 23, when things still ran smoothly.
    The Global Gold Market Before March 23, 2020
    The world’s most dominant gold spot market is the London Bullion Market, where mostly “loco London” gold is traded. Meaning the metal is physically settled within the environs of the M25 London Orbital Motorway. The most dominant gold futures market is located in New York, where metal can be physically delivered within a 150-mile radius of the City of New York.
    Before March 23, the price in London (spot) and the price in New York (near month futures contract) always traded in tight lockstep because of arbitrage. If, for example, the futures price would trade above spot, arbitragers would “buy spot and sell futures” until the spread was closed. Arbitragers would hold their positions—long spot, short futures—until maturity of the futures contract, because at expiry the price of the futures contract was guaranteed to converge with the spot price. In this example we can see that strong demand in New York would be translated into spot buying in London.
    Worth noting is that when a futures trader rolled its position into the next month, and his initial futures buying was translated into spot buying in London by an arbitrager, on a systemic level the arbitrager would roll its position as well.
    Of course, the opposite happened as well. When futures traded below spot, arbitragers would “buy futures and sell spot” until the spread was closed.
    So far, a simplified version of the market before March 23.
    The Global Gold Market After March 23, 2020
    Since March 23 of this year, futures have persistently been trading above spot, though the spread isn’t constant. As a result, arbitragers aren’t assured the futures price in New York will converge with the spot price in London. An arbitrage trade as described above, through a position in both markets, incurs risk.
    What arbitragers currently do to profit from the spread is buy spot, sell futures, fly the metal to New York, and physically deliver the gold. This is how the profit is locked in. If the spread between spot and futures is $40 per ounce, the arbitrager’s profit is $40 minus costs for transport, insurance, storage, etc.
    Now you can see why the persistent spread between New York and London has increased physical delivery on the COMEX through arbitrage.
    Conclusion
    Physical delivery on the COMEX is elevated because of the current unusual situation in the global gold market. The gold delivered in New York has been imported from spot markets such as Singapore, Switzerland and Australia. U.S. imports directly from the U.K. are rare, because in London 400-ounce bars are traded and the main futures contract in New York requires smaller bars for delivery.
    You might wonder who takes delivery from arbitragers that make delivery on the COMEX. Possibly, these are arbitragers, too. In the chart below you can see the spread between the “near month futures contract” and the “next near month futures contract.” This spread has also blown out on March 23. Arbitragers can buy the near month, and sell the next near month for a higher price. Subsequently, they take delivery of the near dated contract and make delivery of the further dated contract.
    At the time of writing the near month (August) is trading at $1,849.8 dollars, while the next active month (October) trades at $1,860.5 dollars. Arbitragers can buy long August and sell short October to collect $10.7 dollars per ounce.
    One reason I can think of why the spreads persist, is because bullion banks are currently less active on the COMEX. Previously, bullion banks—having access to cheap funding—often performed the arbitrage trades.


    https://www.zerohedge.com/mark…delivered-comex-heres-why


    bg bh

    Wenn du im Thema wärst wüsstest du das Kl, Nem etc natürlich in diesem Fall USA gehandelt/gescalpt werden, da geringere Gebühren bei IB und auch die Liquidität deutlich höher ist.
    Aber bezeichnend für Theoretiker wie dich. Kannst ja jetzt wieder von der Heimatbörse reden...

    sind doch deine worte und dein tradingkonzept, nicht meins - wie viel dahinter steckt.. nunja.. siehe nochmal dein zitat:

    Ich halte Positionen im Schnitt 2 Wochen, manchmal auch nur Minuten, dazu benötige ich
    Liquidität, minimale Provisionen und Spreads wie ich sie eben nur an den Heimatbörsen finde.

    erst wird nur an den heimatbörsen gehandelt, da nur dort liqui ist, dann wieder nicht, was denn nun.


    weiter gehts mit:


    Bei Captrader, einem der deutschen IB Surrogate, darum ging es ja hier um der Sprache wegen, kostet deine Transaktion übrigens 1000 *1 Cent als 10 CAD gesamt.

    das ist die transaktion die du selbst in den raum gestellt hast, nicht ich - bist du auf drogen, das du nicht mehr weisst was du vorhin geschrieben hast? 1000 aktien mit 2 cent marge!



    10 CAD Gebühr für 65 K Umsatz, auf einem extrem zuverlässigen Handelssystem. Noch Fragen, Kienzle?

    auch wenn die frage an kienzle gerichtet ist, sind es 20cad gebühren. kauf und verkauf. auch die 2cent marge stammen von dir. nullsummenspiel mit risiko das du als example statuiert hast wie du handelst!


    Hin und her macht Taschen leer. Prima - zuviel Kostolany gelesen?

    ne nie gelesen, aber die SUMMEN und BEISPIELE waren von DIR! wenn du zu doof bist zum kalkulieren - bitte.



    Ich habe das hier schon gemacht als du noch zum Frühstück unter Mamas Bluse gekrochen bist.

    ich merke förmlich deinen tiefschürfenden intellekt. erst stuss schreiben, versuchen rauszuwinden, dann persönliche attacken versuchen.



    bg bh

    Es geht darum dass Gebühren, Spreads und die handelbaren Volumina "realistisch" sein müssen.

    nein, es ging um einen guten broker, der den marktzugang stellt und schlichtweg nicht um den börsenplatz.



    Ich halte Positionen im Schnitt 2 Wochen, manchmal auch nur Minuten, dazu benötige ich
    Liquidität, minimale Provisionen und Spreads wie ich sie eben nur an den Heimatbörsen finde.

    ich denke eine haltedauer von nur zwei wochen haben hier die wenigsten. es gibt bei etlichen titeln auch an anderen börsenplätzen mehr als ausreichende lliquidität und da wo sie nicht vorhanden ist kann man ebenfalls auch bei consors, comdirekt, vr banken etc an der heimatbörse kaufen.



    Als IB Kunde betragen deine Kosten pro Turn auch bei kleinen Nebenwerten nie mehr als 1 Prozent.
    Da ich diese ob ihrer mangelnden Liquidität auch nicht im Minutentakt handele ist das zu verschmerzen.



    Allerdings kann ich 1000 Stück NEM, Kl, AEM , FCX etc um 15.33 Uhr, wenn ich der Meinung bin die Aktie ist dem Markt zu weit voraus oder hinterher, für einen einstelligen Dollarbetrag kaufen um sie 2 Minuten später wieder zu verkaufen. Volumen ist natürlich in diesem Fall ebenfalls kein Thema.
    Da reichen dann schon 2 Cent Veränderung long oder short.

    1000st*0,02 cad(da du sagst heimatbörse) = 20 cad gewinn für ein volumen von lediglich 64.000 cad.(sagen wir mal kl bei ca64 cad)


    wenn du bei ib eine festpreisvereinbarung hast 0,01 cad pro aktie ohne gebühren des börsenplatzes, wären dann 10,00 cad pro trade. kauf & verkauf alleine gebühren bei ib von 20cad...
    bei gestaffelter abrechnung bis 300.000 aktien pro monat 0,008 cad jeweils max 0,5% der transaktion


    nunja bei deinem trading modell passt ja der spruch, hin und her macht taschen leer, aber sei mir nicht bös, ernst nehmen kann ich dich nicht.


    bg bh

    weil die fällige Korrektur nicht kommt.

    warum sollte die auch fällig sein? kann sein, muss aber nicht sein.
    ag(nicht first maj.) ist immer noch unterbewertet. wenn ein gut fair value im markt sucht ist vieles möglich, da bedarf es keine korrektur... ausser die bank boys & crimex, die bräuchten eine korrektur zum mittwoch.


    ps.
    fl sind ne super sache, aber ich selbst kastriere mir nur nicht eins der besten upsize potentiale weg.
    fl mache derzeit frühestens beim fivebagger.


    bg bh

    Hat hier jemand Erfahrungen im Vergleich mit dem Brokerage der Volksbanken&Raiffeisenbanken?
    Sind die wirklich soviel schlechter?

    nie wieder mit den ******system der sparkasse und vr banken.



    Im Falle des Falles und reihenweisen Bankenpleiten wird man die Volksbanken und Sparkassen nicht über den Jordan gehen lassen können.....

    gilt dann genauso für die anderen.



    Ein Depot scheint mir dort ein wenig sicherer als sonstwo.


    bin ua. bei consors, ist akzeptabel, wenigstens war die maske noch nicht down.
    mit ib gehts auch ganz gut, vor allem der handel überm teich und moex.
    "off"shorebank(usa), geht alles, perfekte software - teuer
    berenberg ist gut, muss ich aber nicht mehr haben.


    bg bh