Beiträge von Alfons07

  • ARIS Mining / ARIS (TSX, NYSE)

    Ja die waren gut für Marmato. Endlich mal höhergradigere Ergebnisse. Aber der Kurs hat nicht mal wirklich gezuckt. Die schlechte Kapitalerhöhung ist Schuld meiner Meinung nach. Jedesmal wenn der Kurs nach oben ausbrechen will, kommt eine Kapitalerhöhung wie bestellt. Bei den derzeitigen Goldpreisen, sollten wir schon längst über 6 cad Dollar handeln.
    Was auch noch fehlt ist endlich ein neues Update bezüglich Resourcen und Reserveschätzung. Ich denke der Markt wartet darauf. Anders kann ich mir hier noch unsere günstige Bewertung nicht nachvollziehen.
    Was ist den eure Meinung dazu ?

  • GOLD : Märkte und Informationen

    Edel Man versuche das zu beherzigen.


    woernie das ist eine gute Idee. Dann habe ich einen besseren Überblick und die Leute sind auch nicht genervt von mir. Werde ich in Zukunft so machen, bzw. werde ich morgen damit anfangen. Dann kann ich auch schneller auf die Artikeln zugreifen.



    Hier noch ein interessanter wissenschaftlicher Artikel zum Corona Virus. Mit Verschwörungstheorien haben die nichts zu tun
    https://www.nature.com/news/in…ngerous-pathogens-1.21487
    t will offer more opportunities for Chinese researchers, and our contribution on the BSL‑4-level pathogens will benefit the world,” says George Gao, director of the Chinese Academy of Sciences Key Laboratory of Pathogenic Microbiology and Immunology in Beijing. There are already two BSL-4 labs in Taiwan, but the National Bio-safety Laboratory, Wuhan, would be the first on the Chinese mainland.

  • Gold Royalty / GROY (ASE)

    Toni666 das ist natürlich blöd gelaufen jetzt. Aber Gewinne mitnehmen hat ja noch nie geschadet. Sollte der Kurs heute in den USA so bleiben wäre es ein neues 10 Jahreshoch. Ich bin mal gespannt. 2010 wird mir ein Höchstkurs von 0,56 us cents angezeigt. Heute auch vergleichsweise viel Volumen in USA und Kanada. Ist nicht immer ein gutes Zeichen.

  • Verfall des Hegemon USA

    http://www.shadowstats.com/
    DAILY UPDATE (February 3rd to 5th) – Next Postings: Data Release (Feb 5th*), Commentary (Feb 4th/5th**) // FOMC-IMPAIRED ECONOMY CONTINUES TO UNFOLD - RECESSION SIGNALS REMAIN IN PLAY DESPITE A CONSENSUS GDP REPORT: Hit by Rate Hikes, Annual Full-Year 2019 Real GDP Growth of 2.33% Was at a Three-Year Low / Annualized Real Fourth-Quarter 2019 GDP Growth of 2.08% Appeared Overly Optimistic Against Underlying Hard Data / Full-Year 2019 Versus 2018 Construction Spending, and New Private New Residential Construction Spending, Declined Both Before and After Adjustment for Inflation / Full-Year 2019, Versus 2018 Real New Orders for Durable Goods Declined Both Before and After Considering Collapsing Commercial Aircraft Orders, as Did Year-to-Year and Quarter-to-Quarter New Orders for Fourth-Quarter 2019 / Fourth-Quarter Cass Freight Index Showed Its Worst Collapse in Annual Freight Activity Since the Great Recession // ON THE PLUS SIDE: In the Context of Nonsensical Monthly Volatility, December 2019 New-Home Sales Declined in the Month on Top of Three Months of Downside Revisions / More-Stable Existing-Home Sales Gained in the Month and Year-to-Year, With 2019 Sales Unchanged versus 2018
    • L A T E S T .. N U M B E R S .. Full-Year 2019 Total Construction Spending Declined by 0.3% (-0.3%) Before, and by 4.5% (-4.5%) After Inflation Adjustment (February 3rd, Census Bureau). In like manner full-year 2019 nominal Private Residential Construction dropped by 4.7% (-4.7%) against 2018 activity, before inflation, down by 8.8% (-8.8) after construction inflation. In contrast, nonsensically volatile Building Permits and Housing Starts units respectively gained in full-year 2019 by 1.5% and by 0.8%, versus the comparable full-year real spending decline of 8.8% (-8.8%).
    Where full-year nominal Private Construction declined by 2.5% (-2.5%), dominated by the 4.7% (-4.7%) drop in Private Residential Construction, Nominal Public Construction gained by 7.1% in 2019, dominated by a 7.2% gain in Nonresidential Construction. December 2019 total real Construction Spending held shy by 23.1% (-23.1%) of ever having recovered its pre-recession peak activity.

  • GOLD : Märkte und Informationen

    The “disaggregated” report shows that in the week to Jan. 28, money managers’ net-long position slipped to 219,938 futures contracts from 223,832 the week before. The decline was due to long liquidation, as the number of gross long positions fell by 4,010 and far outpaced a decline of 116 short positions (short covering).
    https://www.kitco.com/news/202…ish-gold-positioning.html


    Bei diesen Silberpreisen ist kein großer Sprung für die meisten Silberminen gegeben
    The average price forecast for gold in 2020 was $1,558.80 an ounce, which is 11.9% higher than the $1,392.60 actual average in 2019 but only modestly above the $1,554.20-per-ounce average for the first half of January.
    Silver is seen averaging $18.21 in 2020, which is 12.4% above the 2019 actual average of $16.20. The metal averaged $18.08 an ounce in the first two weeks of January.
    https://www.kitco.com/news/202…above-18-LBMA-survey.html

  • Allgemeine Sachlage bei Minenaktien

    Beide Firmen kann man sich anschauen. Können in Zukunft noch interessant werden. Bewertung ist auch noch günstig.
    https://www.investorideas.com/MSS/
    Abacus Mining & Exploration ( TSX:AME.V ) is an exploration and mine development company with a 43-101 compliant positive preliminary economic assessment report (June 22, 2009) for its Ajax copper-gold project located 10 km southwest of Kamloops, British Columbia. Sensitivity analyses therein indicate a NPV of $1.46 billion discounted 8% over a 23 year mine life, with an IRR of 35.4%, cash costs of $0.90 per pound copper, and payback of 2.0 years using metal prices approximating US$3.00 per pound copper and US$1,000 per ounce gold. The Ajax extension remains open along strike and at depth. Mineral resources that are not mineral reserves do not have demonstrated economic viability.



    Abcourt Mines ( TSX:ABI.V ; OTCPK:ABMBF ) is an exploration and development company with strategically located properties in northwestern Quebec, Canada. The Elder Mine with 43-101 gold resources, the Abcourt-Barvue Project with 43-101 silver-zinc ore reserves and resources and the Aldermac property with historical copper-zinc resources are all former producers. Abcourt is now focused on bringing the Elder and Abcourt-Barvue projects back into production with Elder as the first priority. At the same time the company is working on other projects (Aldermac, Jonpol and Vendome) to increase its mineral resources inventory. A 43-101 resource calculation was completed in July, 2009, for the Elder Mine. A positive 43-101 feasibility study was completed by GENIVAR in 2007 on the Abcourt-Barvue Project. In addition, mill equipment was purchased.

  • PGM-Minen (Platin, Palladium, Rhodium)

    Hr. Blaschzok zu den Märkten und Platin
    Nun gibt es Hoffnung im Kampf gegen das Virus, denn Ärzten in Thailand gelang es die Infektion mit einer einfachen Kombination aus antiviralen HIV-Medikamenten und einem Cocktail aus Grippemitteln binnen 48 Stunden nach Behandlungsbeginn zu besiegen, sodass dieser nicht mehr nachweisbar war. Dies gelang mit einer Kombination aus dem Grippe-Medikament Oseltamivir und den zur Behandlung von HIV eingesetzten antiviralen Wirkstoffen Lopinavir und Ritonavir.
    https://www.blaschzokresearch.…-markt-analyse-zu-platin/


    Silberkunta bin eindeutig zu früh rein. Seit ich drin bin gehts nur nach unten. Aktuell wie ich finde günstige Einkaufskurse. Meiner Meinung werden die hohen Palladium und Rhodiumpreise noch Monate oben bleiben, bevor es nachhaltig runter gehen wird. Dann sollte aber auch Platin nachhaltig nach oben steigen. Die Zeit wird es zeigen.

  • Pure Gold Mining / PGM (CVM)

    Pure Gold
    While Pure Gold Mining is undervalued and attempting to break out of a large base, I prefer to be buying stocks at support, and at least 30% below fair value. This bakes in a significant margin of safety, and allows me to buy from the lowest-risk entry point. Therefore, while Pure Gold Mining is undoubtedly a Hold here for investors, I am personally watching for a better entry, in the form of a 10% or larger pullback.
    https://seekingalpha.com/artic…active-after-this-advance

  • GOLD : Märkte und Informationen

    Heute sind kanpp 60 Miliarden US Dollar in den Markt geflossen
    Deal Date: Monday, February 03, 2020
    Delivery Date: Monday, February 03, 2020
    Maturity Date: Tuesday, February 04, 2020
    Type of Operation: Repo
    Auction Method: Multiple Price
    Settlement: Same Day
    Term of Operation - Calendar Days : 1 Day
    Term of Operation - Business Days : 1 Day
    Operation Close Time: 08:30 AM


    Results Amount ($B) Rate (%)
    Collateral Type Submitted Accepted Stop-Out1 Weighted
    Average2 High Low
    Treasury 38.300 38.300 1.60 1.600 1.60 1.60
    Agency .000 .000 N/A N/A N/A N/A
    Mortgage-backed 21.550 21.550 1.60 1.600 1.60 1.60
    Total 59.850 59.850

  • GOLD : Märkte und Informationen

    Sven Heinrich
    https://northmantrader.com/2020/02/03/addicts/
    Südafrika und die Probleme
    https://www.mining.com/web/gol…gun-south-african-police/
    Centerra geht up
    https://www.mining.com/centerr…t-oksut-mine-stock-jumps/
    Why the Fed would do this is anyone’s guess. Technically it is engaged in a $60 billion per month QE program. And between this and its various repo programs, its balance sheet had been expanding by $100 billion per month from September up until December of last year.
    https://www.zerohedge.com/news…tentionally-crash-markets
    Markit's Manufacturing PMI beat expectations, printing 51.9 vs 51.7 exp, but fell to 3-month lows.
    ISM's Manufacturing survey smashed expectations, surging back into expansion at 50.9 - highest in 6 months.
    Under the hood, PMI was broadly positive...
    Production rose to 54.3 vs 44.8; highest index since April
    New orders rose to 52 vs 47.6; best measure since May
    Employment rose to 46.6 vs 45.2
    Supplier deliveries fell to 52.9 vs 54.6
    Inventories fell to 48.8 vs 49.2
    Customer inventories rose to 43.8 vs 41.1
    Prices paid rose to 53.3 vs 51.7
    Backlog of orders rose to 45.7 vs 43.3
    New export orders rose to 53.3 vs 47.3
    https://www.zerohedge.com/econ…nth-highs-or-3-month-lows
    Es geht in der aktuellen Situation weiter nach oben. Rezession sieht bei mir anders aus und das trotz der ganzen Krise. Bin mal gespannt wie weit es bei Gold jetzt runter gehen wird ? Dementsprechend sollte es stabil bei Palladium und Rhodium zugehen.

  • Allgemeine Sachlage bei Minenaktien

    Ein aufstrebender Produzent aus der Türkei ?
    https://www.caesarsreport.com/…ounces-gold-at-kiziltepe/


    https://seekingalpha.com/pr/17…r-ending-december-31-2019
    "Parral generated $2.3 million of cash flow at site, and the Company after general and administrative and working capital changes generated $789,000 from operations. Parral had another record production quarter and compared to a year ago revenue has more than doubled, driving the turn around in cash flow from operations," Brad Langille, President and CEO stated. "With commissioning on the SART underway, we expect to soon realize the benefits of this optimization to Parral's profitability."
    Financial Highlights for the quarter ending December 31, 2019:

    • Revenue of $9.3 million, an increase of 241% from prior year
    • Record production of 584,988 silver equivalent ounces, an increase of 80% from prior year
    • Net income of $535,000
    • Cash flow from operations of $0.8 million, including $1.5 million before changes in working capital
    • Cash of $5 million, an increase from $2.4 million at September 30, 2019
    • All in sustaining costs of $14.59 per silver equivalent ounce
    • Cash costs of $12.54 per silver equivalent ounce