Beiträge von Blue Horseshoe

  • GOLD : Märkte und Informationen

    Zitat von Polkrich

    bisher: 1g Gold = 60 Dollar = 1 Barrel Öl
    Möglich: 1g Gold = 2 Barrel Öl = 120 Dollar (2x 60). Folglich: 1g Gold = 120 Dollar.

    es langt ja eine koppelung mit einem kleinem prozentualem preisvorteil bereits aus um die arbitrage trader auf den plan zu rufen.... ru müsste keineswegs gleich zwei barrel zum preis von einem offerieren... es würden schon einige prozent preisvorteil ausreichen...

  • Chalice Mining / CXN, CHN (TSX, ASX)

    1.
    Chalice commences EM surveys to delineate Nickel-Copper-PGE targets
    for drilling at Venture’s South West Project
    https://chalicemining.com/site…nnouncements/61127149.pdf


    2. Promising new sulphide mineralisation at the Hooley Prospect
    New intersections from reconnaissance drilling ~5km north of the Gonneville
    Resource highlight the prospectivity of the >30km long Julimar Complex

    Significant PGE-dominant sulphide mineralisation intersected in initial drilling at the greenfield
    Hooley Prospect, ~5km north of the current Gonneville Resource at the 100%-owned Julimar Ni-
    Cu-PGE Project in WA.
    « Sulphide mineralisation intersected in all five reconnaissance holes from three drill sites over
    ~1.8km of strike length, with significant assay results including1:
    « 69m @ 0.9g/t 3E2, 0.1% Ni, 0.1% Cu, 0.01% Co (0.6% NiEq) from 312m (HD050), incl:
    « 3.4m @ 11.5g/t 3E, 0.1% Ni, 0.2% Cu, 0.01% Co (4.0% NiEq) from 370.6m; and
    « 4.4m @ 0.5g/t 3E, 0.3% Ni, 0.2% Cu, 0.03% Co (0.7% NiEq) from 317m.
    « 40m @ 1.6g/t 3E, 0.2% Ni, 0.2% Cu, 0.02% Co (0.9% NiEq) from 142m (HD055), incl:
    « 28m @ 2.1g/t 3E, 0.2% Ni, 0.3% Cu, 0.02% Co (1.1% NiEq) from 151m.
    « 14m @ 1.2g/t 3E, 0.1% Ni, 0.1% Cu, 0.01% Co (0.6% NiEq) from 224m (HD055), incl:
    « 5.3m @ 1.9g/t 3E, 0.2% Ni, 0.2% Cu, 0.02% Co (1.0% NiEq) from 225m.
    « 12m @ 1.2g/t 3E, 0.1% Ni, 0.1% Cu, 0.01% Co (0.6% NiEq) from 283m (HD050), incl:
    « 6m @ 1.8g/t 3E, 0.1% Ni, 0.2% Cu, 0.01% Co (0.9% NiEq) from 283m (HD050).
    « 5.7m @ 1.1g/t 3E, 0.1% Ni, 0.2% Cu, 0.01% Co (0.7% NiEq) from 255.3m (HD047), incl:
    « 3.7m @ 1.3g/t 3E, 0.2% Ni, 0.2% Cu, 0.01% Co (0.8% NiEq) from 255.3m


    https://chalicemining.com/site…nnouncements/61127361.pdf

  • Informationen über Öl

    Zitat von Rhöngold

    Der Preis für Russenöl ist jetzt gedeckelt, die Chinesen lockern ihre 0-Covid Politik, die OPEC will die Fördermengen kürzen und der POO auf strammen Südkurs. Ich rechnete mit einer Bodenbildung bei ca. 76/77 USD. Das war wohl nix. Immerhin entlastet der fallende POO die Kostenseite der Minen - man muß es positiv sehen.

    zur opec+ förderkürzung. wie ich schon öfter schrieb - wie lange läuft noch der spr abverkauf und ab wann wird dieser aufgefüllt und welche source?


    https://www.cnbc.com/2022/10/1…ic-petroleum-reserve.html

  • GOLD : Märkte und Informationen

    für mich ein must read:


    Zoltan Pozsar
    5 December 2022
    Investment Solutions & Sustainability
    Global


    Credit Suisse Economics



    Oil, Gold, and LCLo(SP)R
    I am stunned every time a client asks me if I am worried about the current
    level of reserves in the U.S. banking system. The market’s search for the
    level of reserves at which the system “breaks” implies that the market is
    worried about a repeat of the 2019 repo blowup. Such fears are misplaced.
    To be clear, there are risks lurking in funding markets, but they have nothing to do
    with the draining of reserves via QT (watching paint dry). Rather, they have to do
    with the draining of reserves via geopolitics (Russia responding to price caps).
    The fundamental difference between QT during 2018-2019 and QT today is
    that the first episode of QT happened while balances in the o/n RRP facility
    were zero. The U.S. financial system didn’t have a penny of excess reserves,
    except for what banks had over and above their lowest comfortable level of reserves
    (LCLoR). The bid for repo funding was immense and the marginal repo lenders
    were banks with excess reserves to lend... until they ran out of reserves to lend.
    When the reserves ran out, o/n repo rates spiked and the music stopped
    until the Fed started to print reserves anew and broadcast them using a new
    o/n repo facility (the SRF). The chances of the same happening today are low.
    Worrying about how close banks are to their LCLoR is pointless for three reasons.
    First, demand for repo funding is weak today, in sharp contrast to demand
    during 2018-2019 when demand was breaking new highs every single day.
    Similarly, demand for dollar funding in the FX swap market is weak too, as
    FX-hedged buyers of Treasuries are now scaling back their positions and
    economic uncertainty and higher nominal rates are driving a wave of deleveraging.
    Second, balances in the New York Fed’s o/n RRP facility represent reserves
    that the financial system did not bid for during the day. In other words,
    the balances in the o/n RRP facility represent cash the system does not need.
    Today, that amount is over $2 trillion. That’s $2 trillion that large U.S. banks
    sweep off their balance sheets at the end of every day and that foreign banks
    and dealers don’t bid for to fund their loan books, inventories, or market making.
    That’s $2 trillion of reserves coming out of the market’s ears. In plain English,
    the $2 trillion in the o/n RRP facility is the system’s “cash under the mattress”.
    Third, if for some reason we still end up in a situation of LCLoR miscalibration,
    the system has two pools of liquidity to tap: the $2 trillion under the mattress
    (see above) or the SRF. The raison d'être of funding markets is to mobilize
    excess cash; today, $2 trillion is waiting to be mobilized through funding markets...



    vollständig im angehängten PDF!



    bg bh

  • K92 Mining / KNT (CVE)

    https://www.globenewswire.com/…d-Stage-4-Expansions.html


    K92 Mining Announces Extension to Mining Lease 150 and Approval of the Kainantu Gold Mine Stage 3 and Stage 4 Expansions

    • Mining Lease 150 (“ML 150” or the “Mining Lease”) has been granted an extension for an additional 10 years, to June 2034, by the Government of Papua New Guinea. The renewal is well in advance of the original expiry date of June 2024, highlighting the significant support of various levels of Government and stakeholders for the Kainantu Gold Mine.
    • Concurrent with the Mining Lease extension, the Board of Directors of K92 have approved the Company progressing with Kainantu Gold Mine’s Stage 3 and 4 Expansions. The Stage 3 Expansion plans to increase annual throughput to 1.2 million tonnes per annum (“mtpa”) and the Stage 4 Expansion to 1.7 mtpa, representing a 140% and 240% increase from the Stage 2A Expansion, respectively.
    • The expansions are expected to transform Kainantu into a Tier 1 mine, as demonstrated in the Integrated Development Plan’s Stage 4 Preliminary Economic Assessment Case (the “Stage 4 PEA Case”), outlining peak annual production of 500,192 ounces gold equivalent (“AuEq”) in 2027, life of mine average all-in sustaining cost of $687/oz (co-product) or $444/oz net of by-product credits, and self-funded from mine cash flow at $1,600/oz Au. The tendering process for long-lead time expansion items has already commenced.#

    vollständig unter obigem link


    bg bh

  • Goldseiten - Quo vadis?

    Zitat von Smithm

    Ich befürchte in dem Zusammenhang auch, dass sämtliche Konversationen / Private Nachrichten gespeichert bleiben, mit sensiblen Daten über etwaige Handelsgeschäfte oder ähnlich. Es heißt ja schon nur „Nachricht Verlassen“. Da war das Tafelgeschäft beim Händler früher mit Sicherheit die vertraulichere Variante.

    genau diese aspekte meinte ich ja(funktionen und sinn der plusmitgliedschaft bei den edelmetallgeschäften(auch wenn ich diese nicht nutze). ich nehme an die pn`s sind voll mit sensiblen daten.
    aus diesen und bereits anderen genannten gründen(siehe anderer thread) finde ich, diplomatisch ausgedrückt, die situation mehr als unschön.

  • Goldseiten - Quo vadis?

    Zitat von tut.anch.amun

    Es steht dir freilich offen etwas zu spenden an DMR & Co.KG um es hier akut zu vervollzukommen

    habe ich in dem therad, welchen ich eröffnet hatte mehrmals angeboten. nach mehr als einem halben jahr der untätigkeit(zumindest in der umsetzung von wartungsarbeiten[updates]) ist meine bereitschaft zur spende bei null.


    Zitat von KROESUS

    Wenn auch mit Einschränkungen aber in der heutigen Zeit muss man froh sein wenn die Basis tut

    dir ist aber schon bewusst das veralterte software einfacher zu "hacken" ist als aktuell gehaltene?
    und wenn es nur die email adressen der nutzer wären - abgesehen davon welche daten sonst noch in der sql gespeichert sind(plus mitglieder) ?

  • Chalice Mining / CXN, CHN (TSX, ASX)

    Andrew Forrest eyes Tim Goyder’s Chalice stake; Jarden in tow



    Iron ore billionaire Andrew Forrest likes the look of nickel developer Chalice Mining and is trying to get his hands on a sizeable chunk.
    Street Talk can reveal Forrest has bid for Chalice shares owned by its former chairman Tim Goyder. Sources said Jarden was the broker behind Forrest’s approach.
    That would be 8.8 per cent of the company, a nice toehold stake should Forrest choose to push for more. At $5.71 per Chalice share, Goyder’s shareholding is worth $189 million.
    Goyder last chipped off his stake August, when he trimmed his holding by nearly two per cent to the 8.8 per cent it is currently at.
    https://www.afr.com/street-tal…en-in-tow-20221202-p5c350