Beiträge von Blue Horseshoe

    https://www.sec.gov/Archives/e…0004145/a2242074zf-10.htm


    hier ist das f-10 formular des Sprott Physical Silver Trust


    U.S.$1,500,000,000
    Trust Units

    Sprott Physical Silver Trust (the "Trust") may offer from time to time, during the 25 month period that this short form base shelf prospectus(including any amendments hereto) (this "prospectus") remains effective, up to U.S.$1,500,000,000 of transferable, redeemable trust units (the "trust units"). Each trust unit represents anequal, fractional, undivided ownership interest in the net assets of the Trust attributable to the particular class of trust units. The Trust is a closed-end mutual fund trust established under thelaws of the Province of Ontario and is managed by Sprott Asset Management LP (the "Manager"). See "Sprott Physical Silver Trust — Management of theTrust — The Manager" for further information about the Manager. The Trust was created to invest and hold substantially all of its assets in physical silverbullion. See "Sprott Physical Silver Trust — Business of the Trust — Investment Objectives of the Trust" for furtherinformation about the Trust's investment objectives.
    Thespecific terms of the trust units offered, including the number of trust units offered, will be described in supplements to this prospectus (each a "prospectus supplement"). All shelf informationomitted from this prospectus under applicable laws will be contained in one or more prospectus supplements that will be delivered to purchasers together with this prospectus. Each prospectussupplement will be incorporated by reference into this prospectus for the purposes of securities legislation as of the date of the prospectus supplement and only for the purposes of the distributionof the trust units to which the prospectus supplement pertains. A prospectus supplement may include specific terms pertaining to the trust units that are not within the alternatives or parametersdescribed in this prospectus. You should read this prospectus and any applicable prospectus supplement carefully before you invest.
    Thetrust units are listed and posted for trading on NYSE Arca under the symbol "PSLV" and on the Toronto Stock Exchange (the "TSX") under the symbols "PSLV" and "PSLV.U". On July 15,2020, the last trading day prior to the date hereof, the closing price of the trust units on NYSE Arca and the TSX were U.S.$7.12 and Cdn$9.60, respectively.
    TheTrust may sell the trust units to or through underwriters or dealers purchasing as principals to one or more purchasers directly, or through agents designated from time to time by the Manager onbehalf of the Trust. Subject to the provisions of the Trust Agreement (as defined below) pursuant to which the Trust was established, the trust units may be sold at fixed prices or non-fixedprices, such as prices determined by reference to the prevailing market price of the trust units or at prices to be negotiated with purchasers, which prices may vary between purchasers and during theperiod of distribution of the trust units. The prospectus supplement relating to a particular offering of the trust units will identify each underwriter, dealer or agent engaged by the Trust inconnection with the offering and sale of the trust units, and will set forth the terms of the offering of such trust units, the method of distribution of such trust units including, to the extentapplicable, the proceeds to the Trust, and any fees, discounts or any other compensation payable to underwriters, dealers or agents and any other material term of the plan of distribution. Inconnection with such offering, other than an "at-the-market" distribution, the underwriters, dealers or agents, as the case may be, may over-allot or effect transactions intended to stabilize ormaintain the market price of the trust units at levels other than those which otherwise might prevail on the open market. Such transactions, if commenced, may be discontinued at any time. See "Plan ofDistribution".



    bg bh

    allerdings geht es im Jahr-2020
    mit dem Angriff auf Huawei und SMIC
    so richtig zu Sache

    https://asia.nikkei.com/Busine…as-decoupling-accelerates
    BEIJING -- Yangtze Memory Technologies has broken ground on a new factory toward tripling its output capacity to 300,000 wafer equivalents a month, as part of China's push to curb its dependence on American semiconductors.


    ...



    https://www.globaltimes.cn/content/1190799.shtml
    Shanghai Micro Electronics Equipment (Group) Co (SMEE) will deliver the
    first domestic 28nm lithography machine between 2021 to 2022, helping
    narrowing the gap with the world's chip-making technology, industry
    websites said.
    ...
    Xiang Ligang, a veteran industry analyst, told the Global Times on
    Sunday that once SMEE has the ability to deliver 28nm lithography
    equipment, it will have the opportunity to move forward to 14nm and 7nm
    lithography equipment, noting that the breakthrough helps the company
    "accumulate experience" to manufacture high-end chip-making equipment.


    https://semiengineering.com/ch…dvanced-chip-development/

    • SMIC is shipping 14nm finFETs, with a 7nm-like process in R&D.
    • Yangtze Memory Technologies (YMTC) recently entered the 3D NAND market with a 64-layer device. A 128-layer technology is in R&D.
    • ChangXin Memory Technology (CXMT) is shipping its first product, a 19nm DRAM line.
    • China is expanding into compound semis, including gallium nitride (GaN) and silicon carbide (SiC).
    • China’s OSATs are developing more advanced packages.

    mal sehen wie lange intel, amd, qualcom etc die technologische führung noch haben...
    die maßnahmen seitens der usa können sich auch als knieschuss erweisen.


    bg bh

    Mine lifespan may be expanded



    By ROSELYN ELLISON
    THE lifespan of Kainantu gold
    mine in Eastern Highlands may be extended beyond the 10 years as
    initially planned, according to operator K92 Mining Inc.
    Vice-president for operations, Warren Uyen, told The National that the mine might be expanded as well.
    “We believe the mine can be there longer than 10 years,” he said.
    “We also have exploration licences around the mining licence and we are
    putting some work into these licences to see if the mine can expand.”
    While giving a brief on mine developments so far, Uyen said initially,
    the mine was owned by Highlands Pacific Ltd (HPL), and then was
    purchased by Barrick.
    “While the mine was closed, many interested
    parties went to inspect the mine and K92 Mining Ltd was one of those
    interested parties,” he said.
    Uyen said K92 Mining took up the interest and made a deal to start developing the mine back in 2016.
    He said Minerals Resource Authority (MRA) asked the mine to be back in operation and that was the guarantee from K92 Mining.
    “Now that K92 is the current developer our aim is to make sure the mine is up and running in full operation,” he said.
    Uyen also explained that the mine had gone into commercial production in 2018.
    He said once the exploration was completed, they would look at expanding it.
    Meanwhile, Uyen said in terms of benefit sharing, the Bilimioa
    landowners would be given a bigger share as they were the landowners
    within the mine’s impact area.
    K92 Mining owns and operates the Kainantu gold mine.
    The Kainantu gold mine is a high-grade, low cost underground mine.


    https://www.thenational.com.pg…lifespan-may-be-expanded/


    bg bh

    moa update - damit sollten alle streitigkeiten mit landownern endgültig beigelegt sein


    A five
    percent equity interest in the K92 Mine in Eastern Highlands will be
    transferred to the Bilimoia Landowners, Associated Landowners and the
    Provincial Government by developer K92 Mining Incorporated.
    This is one of several separate benefit packages apart from the K92 Mine revised Memorandum of Agreement (MoA) concluded on Friday.
    Parties to the K92 Mining Project settled the second review of the project’s MOA on a high note, agreeing in-principle to the various commitments.
    The K92 Mine MoA review discussions in Kokopo, East New Britain included Royalty distribution, Special Support Grants, Infrastructure development, Business Development and Training & Employment, amongst others.
    From these discussions a number of separate benefits packages were announced.
    The include:

    1. The transfer of five percent equity interest of the project, to the Bilimoia Landowners, Associated Landowners and Provincial Government, by the developer K92 Mining Inc.
    2. K1 million community projects development funding from K92 Mine Inc,
    3. K100, 000 funding for Kainantu Women In Mining by the Eastern Highlands Provincial Government which was announced by the Governor of the province Hon Peter Numu.
    4. K1 million for tender of the maintenance of the Konkua – Biliomoia road
    5. State commitment to upgrade and seal the Konkua to Bilimoia 2 village.

    Following the review the State, K92 Mining Limited and the Provincial Government will conduct consultations with the BLA to discuss the Business Development Plan, Employment and Training Plan and the Future Generation Trust Funds.
    The revised MoA will then go through approvals from various departments on the State’s commitments, followed by legal clearance from the Office of the State Solicitor, and approval by the National Executive Council (NEC).
    Following this the revised MoA will be implemented.
    The parties have acknowledged that the agreement reached in the MoA, and the commitments of the separate benefits packages promote good-will and a harmonious working spirit amongst everyone.
    Meanwhile, the current BLA executives were not present at the MoA review due to a pending court matter. However, representatives from the 10 clans within the Mining Lease 150 were present.
    Pictrure: K92 Mine MoA Review in Kokopo, East New Britain Province. (Credit: Mineral Resources Authority)


    http://www.looppng.com/busines…-k92-mine-be-shared-93581


    bg bh

    GREAT WEEK FOR SILVER & THE MINERS: Which Company Had The Best Stock Performance?


    Posted by SRSroccoin Mining, News, Precious Metalson July 17, 2020


    Get ready. The world is just beginning to learn about silver. With so very little physical bullion silver stocks in the world, when investors finally get “Precious Metals Religion,” who knows how crazy the price can go. This isn’t hype… just plain old fashion common sense, logic, and fundamentals.
    Silver and the primary miners had a positive week in the markets. Silver increased 71 cents to the important $19.75 level and finished 3.73% higher for the week. I wrote about this technical level in my previous article, IMPORTANT KEY LEVEL: Silver Needs To Break Above This Price. I will be doing an update on the silver price charts this weekend.
    However, I wanted to show what is taking place in the leading primary silver miners. Typically, when the silver price moves higher, the mining stocks enjoy much better returns. This is well-known in the industry. One stock certainly outperformed the rest… and that was Mexico’s Fresnillo PLC. I have recently become focused on Fresnillo PLC because I see some very interesting positive signs. I will be writing about this in the coming days.
    Here is the past week’s stock performance of eight of the leading primary silver miners.
    [Blockierte Grafik: https://srsroccoreport.com/wp-content/uploads/2020/07/Leading-Silver-Mining-Companies-Stock-Performance-Week-Of-July-13-17-768x526.png]


    Fresnillo PLC’s stock price surged by 18% for the week, followed by double-digit gains from Hecla (13%), Coeur (11%), and Endeavour Silver (10%). What’s interesting, is to see First Majestic underperform the group at only 1.8%, when it was the darling back in early 2016. First Majestic’s stock went from $3 in early 2016 to a peak of $19, just six months later.
    I believe the primary silver miners are going to surprise the hell out of investors when individuals start to move out of soon-to-be collapsing Tech Stocks and into the mining sector. There just aren’t that many silver producers in the world. There’s probably about a dozen primary silver mining stocks in the world and a bunch of penny-stock junior explorer wanna-bes… BUYER BEWARE.
    Honestly, I am puzzled as to why Fresnillo PLC’s stock price is so low. Unfortunately, Fresnillo only trades in the United States as an OTC – Over The Counter Stock with a pink sheet five-ticker symbol (FNLPF). Regardless, Fresnillo PLC’s stock price jumped $2.14, or 18% this week.
    [Blockierte Grafik: https://srsroccoreport.com/wp-content/uploads/2020/07/Fresnillo-Weekly-Chart-July-17-2020-768x584.png]


    ou will notice that Fresnillo
    PLC ended the week right on the 200 Week Moving Average (WMA) of
    $13.97. I mean… it closed RIGHT ON the 200 WMA, to the penny.
    While many precious metals investors don’t follow or care about
    technical analysis, most of the professional traders most certainly do.
    So, it will be interesting to see how Fresnillo PLC stock trades next
    week.
    Typically, after a good run-up, there could be a correction at this technical level before Fresnillo’s stock moves higher. Furthermore, because the silver price also closed right at a significant technical level this week, these primary silver mining stocks will mirror what happens to silver.
    I will be writing more about the Gold and Silver Mining Stocks in the future, with a possible Subscription Service. I believe we are going to see big moves in many of these primary silver mining stocks. But, a WORD OF CAUTION. This type of investment goes into the “SPECULATION” category. It would be very unwise to put all one’s funds into the miners, even though the reward could be great. There is a lot of risks attached to these mining stocks.
    So, if an individual is going to invest in mining shares, they should first have most of their funds in physical precious metals with an optional smaller portion to speculate on stocks. Thus, if one loses everything speculating on stocks, then it’s not the end of the world because you were wise to invest mostly in physical gold and silver bullion.


    https://srsroccoreport.com/gre…tock-performance/?nopopup


    bg bh


    Wird das tatsächlich ein Tier 1 , ist das nicht immer deine Rede gewesen, Blue Horseshoe?

    bin ich überzeugt und ich denke sogar das es deutlich mehr als 5 mio oz werden. das ist ein monster deposit...
    blue lake wird jetzt auch gebohrt.
    ende des quartals 9 drill rigs, ende des jahres 10.
    die bewertung ist immer noch ein witz - gbr vs knt... schon gut das ich mich erstmal bei gbr verabschieded habe und auch meinen nachkauf von knt im crash vom märz reut mich keineswegs.


    @bslusarchuk In the last few days, Scotia, Raymond James and now BMO have initiated coverage on K92. It's always interesting to see when these situations reach a tipping point and get adoption in a broad way. We are seeing that now on K92. There has been too much success via the drill bit and via production growth for the mainstream investment community to ignore. As more people do DD on this, more people will see what incredible value it represents. Starting to see the wider interest now.



    The complete Technical Report for the Kora Mineral Resource (shown in Table 3) will be prepared in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) and will be filed on or before July 31, 2020.


    • The Independent and Qualified Person responsible for the Mineral Resource Estimate is Simon Tear, P.Geo. of H & S Consultants Pty. Ltd., Sydney, Australia, and the effective date of the estimate is April 2, 2020.
    • Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability.
    • Resources were compiled at 1,2,3,4,5,6,7,8,9 and 10 g/t gold cut-off grades.
    • Density (t/m3) is on a per zone basis, K1 and Kora Link: 2.84 t/m3; K2: 2.93 t/m3; Waste: 2.8 t/m3
    • Reported tonnage and grade figures are rounded from raw estimates to reflect the order of accuracy of the estimate.
    • Minor variations may occur during the addition of rounded numbers.
    • Calculations used metric units (metres, tonnes and g/t)
    • Gold equivalents are calculated as AuEq = Au g/t + ((0.923 x Cu%)*1.38)+ ((0.77 x Ag g/t*0.0115). Gold price US$1,400/oz; Silver US$16.05/oz; Copper US$3.05/lb. Metal payabilities and recoveries are incorporated into the AuEq formula. Recoveries of 92.3% for copper and 77% for silver.



    bg bh

    craig hemke & eric sprott weekly wrap up 17.07.2020


    ab minute 5:35 open interest an der comex
    207.000 open contract
    silber ab minute 7:20


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    die hütte brennt [smilie_happy]


    bg bh

    Wahrscheinlicher ist halt, dass eine Mine zumacht,
    haben ja hunderte bis tausende Mitarbeiter.

    aber eine andere kapitalstruktur/finanzierung und generell eine andere risikostruktur weshalb alleine
    ein stopp der exploration etwas sehr gefährliches sein kann. ist halt was anderes als ein produzent.


    Dann wirds den Goldpreis wohl auch nochmal runterreißen.
    ..
    Im Moment mach ichs wie Warren, an der Seitenlinie stehen.
    Das Risiko ist für mich gerade zu hoch.

    ich habe den eindruck das lese ich von dir öfter.
    in der zeit hast du bereits an erheblicher perfomance nicht partizipiert.
    lerne die finanzvehicle zb. tsl - trailing stop loss.
    https://www.lynxbroker.de/wissen/trailing-stop/
    oder andere dinge, auch disziplin beim investieren.


    "Managed money depot bei Sprott", hört sich gut an.
    Werde danach schauen.

    https://www.sprottusa.com/mana…ott-rule-managed-account/


    Der Plan war Explorer, vielleicht im Aufbau befindende
    Minen, GDJX, Silberfond,

    so wie du mit der thematik umgehst, denke ich nicht das einzelwerte für dich (momentan) geeignet sind.
    nimm mir das bitte nicht übel. du bekommst seit längerem auf deine zum teil ähnlichen fragen
    von vielen kundigen & engagierten usern dieses forums gute antworten.


    irgendwie muss ich da an den spruch denken "einen hund zur jagd tragen" ....


    nichts für ungut... [smilie_blume] ich meine es wirklich nicht böse oder beleidigend.


    überlege dir das nochmal, warum du das machen willst, ob es diesen grund noch gibt, ob kurzfistige schwankungen so wichtig sind, in welchen tranchen du kaufen willst, ob dir die risiken wirklich klar sind,
    deine gesamte investment strategie... etc etc...


    bg
    bh

    Da läge es näher, jedem Raucher sämtliche der oftmals extrem hohen Behandlungskosten aufzuerlegen und nicht der Allgemeinheit aufs Auge zu drücken. Schließlich wären schwere Lungenschäden und Lungenkrebs bei Rauchern selbstständig vermeidbar gewesen, wenn die Person gewissenhaft sich selbst gegenüber und der Allgemeinheit (Passivrauchern) gegenüber gehandelt hätte. Übrigens sterben an den Folgen des Rauchens weitaus mehr Menschen als MIT Corona. Es wäre ein Leichtes für Regierungen, den Tabakkonsum zu verbieten und unter Strafe zu stellen, um mehr Menschenleben zu retten als bei diesem Virus. Interessiert aber keine Sau. Erst keinen Herrn Spahn, keine Merkel oder Bill Gates.

    warum nur raucher, ?
    übergewicht ->zb. diabetes, krebs, herz kreislauferkrankungen
    etc...


    diese liste lässt sich endlos verlängern und ich bin der absoluten überzeugung das man diese büchse der pandora nicht öffnen darf.


    bg bh

    Hab bei den Minen Bedenken, dass die wegen Corona dichtmachen.

    das konzept hat leider schon wieder lücken, denn auch die explorationstätigkeiten könnten dann ausgesetzt werden. dein problem ist das du viel zu viel "rumeierst". lies dich vernünftig ein und stelle dir ein portfolio aus produzenten, developern und explorern zusammen. solltest du dich das nicht trauen gibt es noch die gdx/gdxj und konsorten. willst du das auch nicht, mach ein managed money depot bei sprott auf, die haben im ersten hj den gdx/j massiv outperformt(ca 30% besser). ist das auch nichts für dich, dann kaufe physisch und schlaf ruhig.


    nur meine meinung


    bg bh

    K92 MINING ANNOUNCES LATEST HIGH-GRADE DRILL RESULTS AT KORA


    By admin


    Posted July 15, 2020


    2020, News Releases


    • Drill Hole KMDD0181 records multiple intersections including 10.40 m at 24.81 g/t Au, 11 g/t Ag and 0.28% Cu (25.36 g/t AuEq, 4.58 m true width) at the K2 Vein and 2.84 m at 5.36 g/t Au, 628 g/t Ag and 8.39% Cu (25.10 g/t AuEq, 1.68 m true width) at the K3 Vein.
    • Drill Hole KMDD0189 records multiple intersections including 4.26 m at 45.98 g/t Au, 136 g/t Ag and 7.39% Cu (58.58 g/t AuEq, 4.04 m true width) at the K2 Vein. In combination with K1, Kora Link and K2, records a bulk intersection of 24.0 m at 11.31 g/t Au, 26 g/t Ag and 1.40% Cu (13.71 g/t AuEq, 22.8 m true width).
    • Drill Hole KMDD0226 records multiple intersections including 8.80 m at 34.31 g/t Au, 6 g/t Ag and 0.17% Cu (34.63 g/t AuEq, 4.99 m true width) at the K1 Vein.
    • Drill Hole KMDD0222 records multiple intersections including 4.70 m at 26.77 g/t Au, 117 g/t Ag and 2.99% Cu (32.57 g/t AuEq, 4.66 m true width) at the K2 Vein.
    • Drill Hole KMDD0213A records multiple intersections including 6.30 m at 13.59 g/t Au, 47 g/t Ag and 2.41% Cu (17.74 g/t AuEq, 4.39 m true width) at the K2 Vein.
    • Drill Hole KMDD0185 records multiple intersections including 5.88 m at 18.23 g/t Au, 10 g/t Ag and 0.72% Cu (19.42 g/t AuEq, 3.77 m true width) at the K1 Vein.
    • Drill Hole KMDD0218 records multiple intersections including 5.54 m at 15.85 g/t Au, 7 g/t Ag and 0.67% Cu (16.93 g/t AuEq, 3.04 m true width) at Kora Link.





    vollständiger read lohnt:
    https://k92mining.com/2020/07/…de-drill-results-at-kora/


    bg bh

    Ich gehöre nicht zu denen, die einen grossen Abverkauf aussitzt, sondern trade ihn. Jeder wie er will...

    nachdem es noch nicht klar is, ob, wann, wie stark dieser deflationsschock stattfinden wird und ober dieser auch gold und goldminen im selben umfang wie die standardmärkte treffen wird, ist für mich noch völlg offen.
    daher willst du VERSUCHEN diesen zu traden. würde ich mit meinen core positionen nicht machen.
    wünsche dir viel erfolg.


    bg bh

    Das Leben ist halt ein Rollenspiel. Das man als Mandatsträger nicht seine Privatmeinungen herausposaunen kann sollte klar sein.

    nein das ist nicht klar, das nennt man integer, rückrad, charakterstark und wird normalerweise von führungspersonal erwarted.



    Auch Zentralbanken und ihre Makroökonomen operieren zudem unter größerer Unsicherheit. Ob seine expansive Einstellung nun richtig oder falsch war kann bis heute kaum jemand mit Sicherheit beurteilen.

    aber selbstverständlich kann man das beurteilen.
    es gibt zwei wirtschaftstheretische ansätze.
    einer endet bei umsetzung im elend der gesellschaft.
    einer endet bei umsetzung in rel. wohlstand der gesellschaft.


    Wer was anderes behauptet ist "over-cofident" und sitzt definitiv auf einem zu hohen Roß.

    na dann wage ich, vom hohen roß herunter, dir mangelndes wirtschaftswissen zu unterstellen.



    Seine Zitate zu Gold sind jedenfalls lesenswert und für einen Zentralbanker beachtlich:

    das einzig beachtliche ist, seine politik als fed chef, wider besseres wissens!


    bg bh

    PS Zu seiner Ehrenrettung muss man sagen, dass er nach seiner Zeit als FED-Chef wieder zum Gold zurückgekehrt ist.

    eine nation wieder besseres wissens weiter in die nähe eines abgrunds führen, ist gewiss keine ehrenrettung, sondern schon mutwillig und vorsatz.



    Aber die doppelte Wendung in wichtiger Frage zeigt, wie Politik und Macht korrumpiert. Deshalb bezeichne ich diesen Mann als einen der größten unf einflußreichsten Wendehälse der Geschichte.

    das geht mir noch nicht annährend weit genug, denn er wusste tatsächlich welche auswirkungen seine politik haben wird.


    nur meine meinung...


    bg bh

    Ist mir gerade zu casino, schaus mir erstmal von der Seitenlinie aus an.
    2008 gings von ca. July bis September runter.

    heisst lange nicht das sich das wiederholt.



    Wenn man sich den Dax im historischen Chart anschaut,
    kann das eigentlich nicht gut ausgehen.

    ist relativ egal, was keinesfalls zusammen passt sind die börsenstände, ja auch dax und ein fallendes bip in germoney um 7,8%(expected) für 2020. die ursachen für den disconnect sind hier aber ja bekannt.



    Wenns den runterzieht, wird Gold
    wohl auch nochmal etwas mitgehen, weil viele Geld brauchen,
    bevor es dann steil bergauf geht.

    kann sein, muss aber nicht so sein. die frage ist eher ob es nicht noch riskanter ist wenn man noch gar nicht in em investiert ist....


    bg bh