Beiträge von Blue Horseshoe

    Q1 2019 Operating Results
    25.04.2019
    Highland Gold Mining Limited ("Highland Gold" or the "Company", AIM: HGM) today reports its operating results for the three months ended 31 March 2019 ("Q1 2019").
    HIGHLIGHTS

    • Highland Gold produced a total of 71,961 oz of gold and gold equivalent in Q1 2019, an increase of 21% from 59,311 oz in Q1 2018.
    • Mnogovershinnoye (MNV) saw a 58% increase in production compared to Q1 2018, when its processing plant was operating at reduced capacity.
    • Production at Belaya Gora rose 31% year-on-year due to higher volumes and better recoveries.
    • Lower grades and recoveries at Novoshirokinskoye (Novo) resulted in a 28% decline in production versus Q1 2018, but was 3% higher than in the preceding quarter (Q4 2018).
    • The production total includes the Valunisty mine, acquired by the Company last December. Excluding Valunisty, Q1 2019 production rose 9% year-on-year.

    https://www.highlandgold.com/h…1-2019-operating-results/

    hallo@'Edelmann'


    ich zweifle nicht das du darauf bereits hingewiesen hast.


    zweiteres seh ich anders. die mittel zb. die zölle mit denen trump unter anderem den slogan "make america great again" umsetzt, werden eingeführt mit der argumentation die usa wären(im handel) benachteiligt(gewesen)... was durch die situation des dollars im welthandel für mich eben eine tatsachenverdrehung darstellt ;)


    vllt denken wir auch gleich und reden nur aneinander vorbei.


    Hier ist gemeint die Zeit mit und nach Trump. Durch den Schlachtruf von diesem Großmaul und rigides Verhalten gegen alle, die nicht kooperieren, bringt die USA die Welt zunehmend gegen sich auf, und am Beispiel China sieht man, daß die Amis am kürzeren Hebelarm sitzen.

    das ist nicht erst ein phänomen von trump als us präsident, die symtome eines erschwerten machterhaltes als unipolare weltmacht fingen schon vor längerer zeit richtig an und wurden auch bereits unter früheren präsidenten nach aussen sichtbar.



    vg bh

    ich vermute auch das es eher den niedergang des us-d beschleunigt als china zu bremsen. vor ca einem 3/4 jahr lag der marktanteil der chinesischen öl futures der sge, die NICHT in us-d beglichen werden sondern in yuan, bei bereits ca 15%!


    July 2018:


    "This gave the contract a market share for July of 14.4 percent, compared with 28.9 percent for Brent and 56.7 percent for WTI crude futures."
    https://www.reuters.com/articl…pushes-yuan-idUSKCN1LF2RE



    warum sollte sich gerade china weiterhin an us-vorgaben halten sollen? selbst ob das die türkei machen wird halte ich derzeit für fraglich, siehe den zwist um die rüstungsexporte.



    wie ebenfalls schon erwähnt, ein "ölpreisschock" erwischt alle, weltwirschaftswachstum endgültig adee... "offizielle" rezession ahoi...



    bg bh

    Syria and Now Iran: How the U.S. Is Driving Russia South


    By consolidating all three energy-producing regions under its leadership — the mainland, the Caspian, and the Middle East — Russia would take the decisive step in shaping a new Eurasian system. Its interests lie more decisively in organizing a common political will for the middle region than in recovering the old dreams of integration with Europe or pivoting to China.
    And now America is offering it a second opening. By announcing that it will remove Iranian oil waivers it has granted to countries such as China, India or Turkey, the United States is preparing the imposition of sanctions against financial institutions located in those countries that knowingly conduct or facilitate any significant imports of Iranian oil.
    The goal, as Secretary of State Mike Pompeo put it, is to force Iranian oil exports to zero.
    We are not yet sure how China, India and even Turkey will react. But we know what Russia will do. It will develop the tight economic and political links with Tehran that always eluded it in the past.
    The Russian market will become the last resource for Iran before that fateful zero. Russia will be able to dictate the trade terms and the Iranian oil consumed in Russia will free additional volumes to be exported to Turkey and India, two countries critical to the new Russian strategy.


    https://www.themoscowtimes.com…iving-russia-south-a65361


    World's central banks want more gold as India joins spree


    The Reserve Bank of India’s purchases are part of a wider picture across developing economies that are looking at de-dollarizing their foreign-exchange reserves, according to Ross Strachan at Capital Economics Ltd. The RBI’s buying trend can be sustained for a number of years in relatively small quantities, as part of a long-term diversification, he said.


    [Blockierte Grafik: https://assets.bwbx.io/images/…qzS8rF9LjsWaQ/1200x-1.png]


    The RBI increased its stash by about 42 tons last year, and after adding more in January and February, the country’s gold reserves now stand at a record high of almost 609 tons, according to data from the International Monetary Fund. Russia bought 274 tons in 2018 and has added more this year, while China’s central bank is on a renewed buying spree that began in December. Global official sector gold purchases could reach 700 tons in 2019 led by these countries as well as Kazakhstan, Iran, and Turkey, according to Citigroup Inc.


    http://www.mining.com/web/worl…t-gold-india-joins-spree/


    hallo @Neo , es geht ja nicht nur um eine importbeschränkung/quote/zölle. letztendlich geht es einfach um einen rechtsstatus. keiner will gerne langfristige lieferverträge abschließen nur um in drei monaten festzustellen das eventuell 25% oder ähnlich nur aus den usa bezogen werden dürfen. ua. gerade deshalb haben bisher die us utilities keine neuen verträge abgeschlossen. diese stellen aber ca 25% der weltnachfrage.


    davon das die vorgänge bereits eingerpreist sind gehe ich keinesfalls aus da die preise immer noch zu niedrig sind.


    vg bh.

    @Caldera deine charttechnik in ehren [smilie_blume]
    wenn es so ist wie du schreibst, gut dann kann ich meine positionen noch ausbauen.
    ich gehe allerdings davon aus das eine hohe wahrscheinlichkeit besteht, das innerhalb von drei monaten die ersten bewegungen in den markt kommen. die us utilities warten auf das ergebnis der section 232 zum abschluss ihrer neuen langfrist lieferverträge. sie wollen letztendlich wissen, ob sie per quote us uran kaufen müssen oder nicht...
    also egal wie die section des doe ausgeht, ab dem zeitpunkt kommt bewegung(die ebenfalls volatil sein kann) in den markt.


    vg bh

    Global silver demand up 4% in 2018


    The Silver Institute has released a report saying global silver demand rose 4% – to 1.03 billion oz. – in 2018. This is the first time since 2015 that demand has risen year-over-year.
    Three factors were at play: demand growth, robust retail investment, and falling supply.
    On the demand side, sales of silver bars and coins rose by 20%, the largest driver was silver bar demand, which jumped 53%. Silver jewelry demand moved up 4%, to 212.5 million oz. Demand for industrial silver fell 1% to 578.6 million oz., due to a 9% drop in silver used in photovoltaic.
    Silver supply fell by 2% last year, the third consecutive annual decline to 855.7 million oz. The largest downturn was experienced by primary silver mines, which decreased by 7% to contribute 26% of total mine supply. The zinc-lead sector contributed 38% of by-product silver, followed by copper at 23% and gold at 12%.
    The price of silver also declined by 7.8% to average $15.71 in 2018. Negative factors affecting the price last year included a rising US dollar, interest rate hikes, the trade dispute between the United States and China, and lower global economic growth projections.


    http://www.mining.com/global-silver-demand-4-2018/


    Golden Straws In The Wind



    ...
    The next credit crisis could change everything



    So
    far, China and Russia have resisted the temptation to act
    precipitously. Their economies are dependent on Western cooperation.
    Russia exports energy to the West, and China runs a trade surplus in
    goods and services. To dispense with Western trade, they need an
    Asia-wide self-contained market. They are building it, with China’s silk
    road projects and by consolidating the membership of the Shanghai
    Cooperation Organisation. But not all the groundwork has been done,
    certainly not enough to “go commando”.



    The transfer from a
    dollar-centric world to gold-backed roubles and renminbi will continue
    to be at a pace determined by the monetary mistakes of America. That is
    why the next economic downturn is so important to geopolitical outcomes.
    And it won’t be just a rerun of Lehman, characterised by a sudden
    crisis, money-printing, and heaving a sigh of relief when the banking
    system doesn’t collapse.



    The starting-gun for the next credit
    crisis has already been fired. A reversal of expanding cross-border
    trade is in full swing. The sales of dollars by foreigners has begun.
    There is little doubt there is a recession ahead, the only question is
    of its likely depth. The massive build-up of unsustainable global debt
    since the Lehman crisis tells us to expect the liquidation to be
    substantial. The coincidental combination of the peak of the credit
    cycle and trade protectionism warns us of something far worse than an
    ordinary recession: a possible rerun of 1929-32, only this time with
    unsound currency instead of currencies freely convertible into gold.
    ...
    https://www.goldmoney.com/rese…golden-straws-in-the-wind

    Golden Straws In The Wind


    ...
    The next credit crisis could change everything



    So
    far, China and Russia have resisted the temptation to act
    precipitously. Their economies are dependent on Western cooperation.
    Russia exports energy to the West, and China runs a trade surplus in
    goods and services. To dispense with Western trade, they need an
    Asia-wide self-contained market. They are building it, with China’s silk
    road projects and by consolidating the membership of the Shanghai
    Cooperation Organisation. But not all the groundwork has been done,
    certainly not enough to “go commando”.



    The transfer from a
    dollar-centric world to gold-backed roubles and renminbi will continue
    to be at a pace determined by the monetary mistakes of America. That is
    why the next economic downturn is so important to geopolitical outcomes.
    And it won’t be just a rerun of Lehman, characterised by a sudden
    crisis, money-printing, and heaving a sigh of relief when the banking
    system doesn’t collapse.



    The starting-gun for the next credit
    crisis has already been fired. A reversal of expanding cross-border
    trade is in full swing. The sales of dollars by foreigners has begun.
    There is little doubt there is a recession ahead, the only question is
    of its likely depth. The massive build-up of unsustainable global debt
    since the Lehman crisis tells us to expect the liquidation to be
    substantial. The coincidental combination of the peak of the credit
    cycle and trade protectionism warns us of something far worse than an
    ordinary recession: a possible rerun of 1929-32, only this time with
    unsound currency instead of currencies freely convertible into gold.
    ...
    https://www.goldmoney.com/rese…golden-straws-in-the-wind



    Russia’s New Gold Rush Could Shake Up the International Monetary System


    Russia and China might be considering a gold-backed digital currency.


    The sheer size of the purchases might reveal bolder motives, with Moscow preparing its first salvo in the coming battle for a monetary reset.
    What makes the recent moves especially significant is the fact they are being replicated in Beijing. According to official data, China raised its bullion reserves to 60.62 million ounces in March from 60.26 million a month earlier; last month’s inflow was 11.2 tons, following the addition of 9.95 tons in February, 11.8 tons in January and 9.95 tons in December.
    China may actually end the year as the top buyer after Russia. Right now it looks like a close race.
    The purchases are unlikely to have been coordinated by Russia and China, but some mutual influence is evident: the two countries expect to benefit from the other’s purchases, which should be supportive of long-term prices.


    https://www.themoscowtimes.com…al-monetary-system-a65131


    pa. habe es auch schon im gold thread geposted, wenns doppelt stört bitte einmal löschen [smilie_blume]

    Russia’s New Gold Rush Could Shake Up the International Monetary System


    Russia and China might be considering a gold-backed digital currency.


    "The sheer size of the purchases might reveal bolder motives, with Moscow preparing its first salvo in the coming battle for a monetary reset.
    What makes the recent moves especially significant is the fact they are being replicated in Beijing. According to official data, China raised its bullion reserves to 60.62 million ounces in March from 60.26 million a month earlier; last month’s inflow was 11.2 tons, following the addition of 9.95 tons in February, 11.8 tons in January and 9.95 tons in December.
    China may actually end the year as the top buyer after Russia. Right now it looks like a close race.
    The purchases are unlikely to have been coordinated by Russia and China, but some mutual influence is evident: the two countries expect to benefit from the other’s purchases, which should be supportive of long-term prices...."


    https://www.themoscowtimes.com…al-monetary-system-a65131