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Goldfield to invest additional $200 mn in operations
Beiträge von ThaiGuru
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http://www.egoli.com.au/egoli/…484B-A8E7-1DFC671EA25F%7D
Kingsgate announces gold find in Thai mine
15/03/04 By: Rikki Bannan
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Kingsgate Consolidated Limited (KCN) today reported the discovery of significant high-grade ore at its Chatree mine in Thailand. The Australian miner said multiple holes in a program at the mine’s Tawan Pit encountered an ore zone with particularly high ore grade not previously seen on the property.
The zone included many intersections over 100 grams of gold per tonne and occupied a small volume of about 75 meters in length, 20 meters wide and at least 10 meters deep.
Kingsgate said the material, expected to be mined over he next several months, should have a significant positive effect on the company’s FY04 financial results.
“Preliminary estimates indicate that annual gold production for the current year could exceed the previous year’s level of 154,000 ounces,” the miner noted.
Further drilling and the associated mine planning remains in progress to determine the exact impact of the mining and processing of this new zone. Additional information will be provided by the end of March, Kingsgate said.
Recent geological work has indicated the deposit contains at least two styles of epithermal mineralisation, both of which are known elsewhere in the world to be associated with “bonanza” gold grades.
“The discovery of this very high grade gold zone in the extension to the H ore body confirms these observations and the potential for the deposit to host further high grade zones,” Kingsgate stated.
At 1447 AEDT Kingsgate shares had rallied 5c to $3.55
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Was hälst Du denn von der Silber Analyse von Steve Saville?
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http://news.goldseek.com/SpeculativeInvestor/1079361032.php
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Silver, Deflation, Gold and Bonds
By: Steve Saville, The Speculative Investor
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Below are extracts from a commentary posted at http://www.speculative-investor.com on 14th March 2004.
Silver and Inflation/Deflation
An extremely bullish supply/demand picture can be painted for silver. However, while there is little doubt that for many years the amount of newly-mined silver has been less than the amount of silver consumed it should be noted that any analysis of silver's overall supply situation is based on assumptions, which may or may not be correct, regarding the amount of silver in storage throughout the world. There is also no way of knowing how much silver will be 'dishoarded' by private Indian investors in response to a price rise. In our opinion, therefore, silver's true supply/demand situation is unknown.
The silver price has moved sharply higher since the middle of last year, but in this respect it has performed in line with most of the other industrial metals. Furthermore, we don't see a reason why silver will suddenly start moving in the opposite direction to the industrial metals so when the metals complex corrects later this year -- we expect the other industrial metals to peak quite soon (by May at the latest) and then pullback for 1-2 quarters before resuming their upward march -- silver should also correct.
There is a monetary component to silver's overall demand as well as an industrial component and for this reason silver will probably hold-up better than copper and some of the other economically-sensitive metals during the coming correction (a correction that we expect will roughly coincide with a downturn in the stock markets of the world and in global economic growth). In any case, once global growth expectations begin being ramped downward gold should start to handily out-perform ALL the other high-profile metals, just as it did between late 2000 and early 2003.
As an aside, in the current environment a downturn in global economic growth will NOT have deflationary consequences. On the contrary, if it happens it will have inflationary consequences. Here's why: The argument for deflation revolves around the enormous existing debt levels, but under the current monetary system it is this debt that all but guarantees there will be nothing other than inflation as far as the eye can see. This is because the debt dramatically increases the short-term adverse consequences of deflation, removing deflation as a political option. On the other hand, if debt levels were considerably lower then some deflation would be permissible in order to stifle the surges in commodity and asset prices.
But, the deflationists argue, the debt levels are so high that the Fed will be powerless to stop the impending deflation. This argument is false, though, because the Fed's power to create currency is unlimited. For example, the total amount of debt in the US economy is presently 35 trillion dollars, give or take a trillion or two, but if the Fed chose to do so it could monetise $35T of debt tomorrow. Obviously, the Fed would absolutely not want to take such drastic action because doing so would render the US$ worthless. It's plan, instead, will be to facilitate enough inflation at any time to keep things rolling along but not so much that there will be a collapse in confidence.
To argue that the US faces a serious near-term deflation threat is therefore to argue that the Fed will choose not to make full use of its powers; and this argument flies in the face of 70 years of evidence. So, when the economic data takes a decisive turn for the worse over the coming months and deflation once again becomes a hot topic in the financial media, don't focus on the perceived deflation threat; focus on the policy response to this threat.
Getting back to silver, we've observed that support and resistance levels tend to have less influence in the silver market than they do in, for example, the gold and currency markets, making technical analysis of the silver market more problematic. However, the below long-term weekly chart of silver futures paints a picture of a bull market, albeit one that appears to be very extended in the short-term. Our guess is that silver will peak at around $7.50 and then spend about 6 months consolidating in the $5.80-$7.00 range before resuming its ascent.
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Gold and Bonds
Since the final quarter of 2000 the T-Bond price has surged for 4-5 months following each intermediate-term peak in the gold price. The below chart comparison of bonds and gold illustrates this behaviour.
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There are three things we think are worth taking away from the above chart:
Firstly, the surge in the bond price over the past two months marks the January high in the gold price as an intermediate-term peak.
Secondly, if the pattern of the past three years repeats then the next intermediate-term peak in the bond market is not going to occur until May or June.
Thirdly and most importantly, the trends of the past few years appear to be intact. The implication, here, is that although the January peak in the gold market was probably of the intermediate-term variety, it most likely was NOT the ultimate high for the current leg in the gold bull market.
Now, we've previously discussed the possibility that gold will make a peak of equivalent importance to its December-1974 peak during the first half of this year. That might still be the case, but we doubt that such a peak is already in place. Instead, the markets seem to be repeating the pattern of the past few years and one characteristic of this pattern has been progressively higher intermediate-term peaks and troughs for the gold price. Therefore, even if gold has seen its peak for the first half of 2004 it should move well above its January high before the year is out.
Regular financial market forecasts and
analyses are provided at our web site:
http://www.speculative-investor.com/new/index.html
One-month free trial available.-- Posted Monday, March 15 2004
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Diese Meldung trifft überhaupt nicht meinen Geschmack!
Als ehemaliger Aurora Gold Aktien Besitzer, befinden sich einige ABELLE Aktien, und auch Warrants in meinem Besitz. Bis jetzt hatte ich viel Freude damit. Das kann aber nun schon sehr schnell vorbei sein, falls Harmony Gold diese vielversprechende Goldmine voll übernimmt.
Das Angebot von Harmony Gold ist zwar nicht ganz so schlecht, doch gerade grosszügig ist es ebenfalls nicht. Speziell für den Abelle Warrant, der noch ca. 3 Jahre Restlaufzeit vorzuweisen hat, hätte ich ein besseres Angebot erwartet.
Letzter gehandelter Kurs von Abelle war 1.80 australische Dollar, und 1.50 für den Warrant.
Gruss
Thaiguru
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http://www.iii.co.uk/shares/?t…id=4924591&action=article
2004-03-15 14:14 GMT:
Harmony Gold to make 125 mln aud bid for outstanding shares in AbelleLONDON (AFX) - Harmony Gold Mining Co Ltd said it will make off-market cash offers for the shares it does not already own in Abelle Ltd.
The 125 mln aud offer comprises 2 aud per share and 1.70 aud for each of the listed options in Abelle.
Harmony currently holds 83.2 pct of Abelle's shares and 69.7 pct of Abelle's listed options.
ak/
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http://www.theomahachannel.com/money/2922297/detail.html
Coin May Be Most Expensive Dollar Worldwide
Experts Identify 1794 Silver Dollar
POSTED: 10:24 a.m. EST March 15, 2004
DENVER -- Coin collecting experts say they've identified a coin that could be the first silver dollar ever made -- which may make it the most expensive dollar in the world.
The 210-year-old coin is owned by a California collector who said he spent "multimillions" on it.
How much is it worth? There's no real price tag, but it is insured for $10 million.
A coin collectors organization based in Colorado says the silver dollar is in mint condition and the details are so crisp that it was certainly among the first silver dollars ever made -- and could have been the very first. The coin will probably be put on display.
The coin features images of Lady Liberty on the front and an eagle on the back.
The owner says the coin is a national treasure and isn't for sale.
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Danke für diese interessante Meldung!
ZitatNoch heute steht das edle Metall in Krisenzeiten
bei Anlegern hoch im Kurs.Die Autoren des Gold Reports der Deutschen Bank werden sich noch wundern, wenn nächstens Gold anfängt bei Anlegern wirklich hoch im Kurse zu stehen.
Bis jetzt war das meiner Meinung nach noch überhaupt nicht der Fall. Einmal abgesehen von den wenigen "Spinnern und Verschwörungstheoretikern", wie die Gold Bugs gerne von der Presse noch bis vor kurzem bezeichnet wurden.
Auch dürfte China in den nächsten Jahren vermutlich Indien nach, und nach als Haupt Gold Abnehmer vom 1. Platz verdrängen. China hat wohl nicht ganz uneigennützig gerade kürzlich die steuerlichen, und gesetzlichen Voraussetzungen dafür geschaffen.
Gruss
ThaiGuru
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http://www.reuters.de/newsPack…oryID=475519§ion=news
Ausschnitt:
CLEMENT SIEHT WIRTSCHAFTSWACHSTUM ZUNÄCHST NICHT GEFÄHRDET
Bundeswirtschaftsminister Clement hielt indes auch nach einer möglichen El-Kaida-Täterschaft an der deutschen Wachstumsprognose fest. "Ich sehe keinerlei Grund, die Prognose zu ändern", sagte Clement Reuters am Sonntag in Erfurt. Er gehe für 2004 weiter von einem Wirtschaftswachstum zwischen 1,5 und zwei Prozent aus. "Ich hoffe, dass sich die Menschen nicht beirren lassen und die Wirtschaft auch nicht."
Der Allianz-Chefvolkswirt Michael Heise warnte indes vor gravierende Auswirkungen für die Weltwirtschaft. Firmen würden bei Investitionen noch zurückhaltender sein, sollte El Kaida tatsächlich für die Anschläge verantwortlich sein, sagte er der "Bild am Sonntag". "Die gerade in Deutschland sehr schwache Aufwärtsentwicklung könnte im Keim erstickt werden." Vor allem Verkehr und Tourismus wären negativ betroffen.
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Wolfgang ausnahmsweise heute mal gedämpft optimistisch für die zukünftige Goldpreis Entwicklung. Auch beim Silber sieht er oh Wunder jetzt nicht mehr gar so düster, wie vor kurzem, als er noch böse Spekulanten den Preis künstlich aufblähen sah.
Nach seinen früher gemachten Aussagen würde Gold ja unter 300.- Dollar pro Unze stehen, und Silber überhaupt kein Thema sein.
Muss richtig weh tun am Hals
Gruss
Thaiguru
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http://www.ftd.de/bm/ma/1079170650160.html?nv=hpm
FT World Report, So, 14.3.2004, 19:02
Edelmetalle: Noch keine Flucht in den sicheren Hafen GoldVon Wolfgang Wrzesniok-Roßbach
Die Terroranschläge in Madrid haben noch keinen Run auf den sicheren Hafen Gold ausgelöst. Allerdings könnte sich das schnell ändern, wenn sich der Al-Kaida-Verdacht wirklich erhärten sollte.
Am Freitag war der Goldpreis sogar noch gefallen auf 395,25 $. Grundsätzlich verringert sich die Abhängigkeit des Edelmetalls von der Entwicklung auf den Devisenmärkten kaum. Doch selbst bei einem steigenden Euro, der die Nachfrage eher anheizen müsste, wird die Luft oberhalb von 406 $ je Unze dünn. Gewinnmitnahmen dürften kurzfristig Versuche verhindern, diese Marke zu überschreiten.
Mittelfristig könnten die unsichere Weltlage und die Möglichkeit, dass die Zentralbanken ihre neuen Verkaufsquoten zunächst nicht ausnutzen, das Metall beflügeln. Mittel- und langfristig sieht das Bild allerdings noch anders aus: Die Möglichkeit, dass die Zentralbanken ihre neu vereinbarten Verkaufsquoten zunächst gar nicht ausnutzen können, der Prognosen zu Folge im zweiten Halbjahr eher wieder schwächere Dollar und eine insgesamt unsicherere Weltlage könnten das Metall im weiteren Verlauf des Jahres durchaus noch einmal beflügeln. Die Zentralbanken, die noch in den neunziger Jahren des Öfteren durch ihre Verkäufe für negative Preisbewegungen gesorgt haben, werden in absehbarer Zeit nur eine geringe Schuld an eventuellen Kursschwankungen tragen.
Dafür sorgt nicht zuletzt die - zum jetzigen Zeitpunkt eher überraschende - Erneuerung des Goldabkommens der europäischen Zentralbanken. Die Notenbanken planen darin eine Erhöhung der jährlichen Verkaufsquote auf nunmehr 500 Tonnen/Jahr. Analysten erwarten, dass neben kleineren Zentralbanken vor allem die Bundesbank, die ja bereits die Absicht zum Verkauf von 600 Tonnen Gold geäußert hat, sowie die französische und die italienische Zentralbank auf der Verkäuferseite stehen werden. Was die Franzosen angeht, gab es in dieser Woche einen ersten Hinweis, als die für Forschung zuständige Ministerin Claudie Haignere Goldverkäufe zur Finanzierung von wissenschaftlichen Projekten nicht ausschloss.
Unerwarteten Gegenwind gab es dann in der letzten Woche ausgerechnet für die Verkaufspläne der Bundesbank. Politiker in Berlin sprachen sich gegen die Idee aus, die Erlöse aus möglichen Goldverkäufen in einen Fond für Bildung und Forschung einzubringen, der von der Bundesbank verwaltet würde. Der anschließende Hinweis aus Frankfurt, dass man unter diesen Umständen die Verkaufspläne insgesamt überdenken müsste, zeigte auf dem Goldmarkt vorerst keine positive Wirkung. Vielmehr war der Wochenhöchstkurs schon am Dienstag mit 405,75 $/Unze erreicht worden, danach verlor das gelbe Metall zunehmend an Wert, und ging schließlich 10 $ tiefer in das Wochenende. Die starken Kursgewinne bei den anderen Edelmetallen hatten dabei auf das Gold keinerlei positiven Einfluss, ebenso gab es nach den Terroranschlägen in Spanien keine Anzeichen für eine Flucht ins Gold.
Silber legte dagegen kontinuierlich zu und lag zeitweise mit 7,20 $ je Unze fast 40 Cents über dem Stand vom vorletzten Freitag. Dieser Kurs markierte gleichzeitig ein neues 6-Jahres-Hoch. Charttechnischen Widerstand gibt es nun zunächst bei 7,13, Unterstützung bei 6,94 $ je Unze.
Platin und Palladium haben zwar zugelegt. Doch konnte Platin das am Mittwoch erreichte 24-Jahres-Hoch bei 918 $ je Unze nicht halten. Palladium liegt mit mehr als 270 $/Unze auf dem höchsten Stand seit November 2002.
Auch wenn das Metall charttechnisch überkauft ist, ist es zu früh, eine Entwarnung zu geben. Die Diskussionen unter Marktteilnehmern drehen sich um die Frage, ob, und wenn wie schnell, es vor allem in der Autoindustrie zur Substitution des teuren Platins durch Palladium kommen kann. Den Produzenten kommt der aktuelle Anstieg jedenfalls nicht ungelegen, sie halten sich seit Tagen mit Verkäufen im Fixing stark zurück und tragen so zu der positiven Entwicklung bei.
Wolfgang Wrzesniok-Rossbachist Produktmanager Edelmetalle bei Dresdner Kleinwort Wasserstein
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http://www.welt.de/data/2004/03/14/251496.html
Bundesbank 2003 nur mit 500 Millionen Euro Gewinn
Damit muss Finanzminister Hans Eichel eine Lücke im Haushalt 2004 schließenBerlin - Die Bundesbank hat vergangenes Jahr mit etwa 500 Millionen Euro rund drei Milliarden Euro weniger Gewinn gemacht als erhofft. Möglicherweise werde der Überschuss noch geringer sein, erfuhr die Nachrichtenagentur AP aus Finanzkreisen. Damit muss Finanzminister Hans Eichel (SPD) eine Lücke im Haushalt 2004 schließen. In seinem Etat sind 3,5 Milliarden Euro Bundesbankgewinn eingestellt. Der geringere Gewinn gehe auch auf den starken Euro-Kurs gegenüber dem US-Dollar zurück, hieß es.
Bundesbankpräsident Ernst Welteke hatte am Mittwoch vor dem Haushaltsausschuss des Bundestages erklärt, der Gewinn 2003 werde „deutlich unter 3,5 Milliarden Euro“ liegen. Den exakten Betrag will er der Öffentlichkeit präsentieren. AP
Artikel erschienen am 14. März 2004
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http://www.newsalert.com/bin/s…yTitle=Metals&Type=metals
March 13, 2004 18:05
Phelps Dodge Copper Mining Company Completes Tender Offers, Debt Issue
Las Cruces Sun-News, N.M.
Mar. 13--Phelps Dodge Corp. reported this week it has completed previously announced tender offers for its 6 5/8 percent notes due in 2005 and for its 7 3/8 percent notes due in 2007. The tender offers expired at 3 p.m. MST Monday.Citigroup Global Markets Inc. acted as the dealer manager for the tender offers, and Global Bondholder Services Corp. acted as the information agent for the tender offers.
Phelps Dodge expects to record a pretax charge of approximately $18 million related to the notes tendered.
On March 4, the company completed the issuance of $150 million in 30-year senior notes pursuant to the company's $750 million universal shelf registration statement. The notes were issued at a coupon of 6 1/8 percent and sold at a price of 99.874 for a yield of 6.134 percent.
Citigroup Global Markets Inc. was the sole underwriter for the notes. The proceeds of the offering are to be used to redeem the company's 8 3/8 percent debentures due in 2023 on March 31. Those debentures have a face value of approximately $148 million and will be redeemed for a total of approximately $153 million, plus accrued interest. A pretax charge of approximately $4 million is expected for the redemption of the bonds.
The company also announced that on April 1, it will redeem its 7 1/4 percent Industrial Revenue Bonds and Pollution Control Revenue Bonds (Amax Nickel Refining Company Inc.) Series 1979 due in 2009. These bonds have an aggregate face value of approximately $6 million and will be purchased at 100 percent of their face value, plus accrued interest.
Phelps Dodge will pay the redemption price of its 7 1/4 percent Industrial Revenue Bonds and Pollution Control Revenue Bonds, as well as the total purchase price of the tender offers, using available cash.
Phelps Dodge Corp. is the world's second-largest producer of copper and a leader in the production of molybdenum, continuous-cast copper rod of magnet wire and carbon black. The company and its two divisions, Phelps Dodge Mining Co., and Phelps Dodge Industries, employ more than 13,000 people in 27 countries.
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To see more of the Las Cruces Sun-News, or to subscribe to the newspaper, go to http://www.lcsun-news.com.
(c) 2004, Las Cruces Sun-News, Las Cruces, N.M. Distributed by Knight Ridder/Tribune Business News. PD, C,
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Gold Handelszeiten!
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New York Market
Market hours (local time)
8:20 AM - 1:30 PM.COMEX Division gold futures and options are two ways of trading gold in New York. They provide an important alternative to traditional means of investing in gold such as bullion, coins, and mining stocks.
New York ACCESS MARKET®
Market hours (local time)
3:15 PM - 8:00 AM Mon-Thu
7:00 PM - 8:00 AM SundayAfter-hours futures trading is conducted via the NYMEX ACCESS electronic trading system beginning at 3:15 PM on Mondays through Thursdays and concluding at 8:00 AM the following day. On Sunday, the electronic session begins at 7:00 PM. All times are New York time.
London
Market hours (local time)
8:30 AM - 4:00 PM, with Fixing at 10:30 AM and 3:00 PM.The metal prices fixed twice a day here, known as London Fixes, are the guidepost for the official gold trading around the world.
Zurich
Market hours (local time)
8:00 AM - 5:00 PM.The core is the mutual settlement(gold pool) of the three biggest banks in Switzerland.
Hong Kong
Market hours (local time)
8:30 AM - 12:30 PM
2:30 PM - 5:30 PM.Hong Kong is center of gold trading in the Far East and the Southeastern Asia.
Sydney
Market hours (local time)
9:00 AM - 3:00 PM.Australia's geographical location is a natural place to maintain the continuity of the spot gold market after New York traders go home and before the Asian traders wake up. Sydney opens up shortly after the NY market closes and overlaps the Hong Kong market.
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Mitglieder der ehrenswerten Gesellschaft
Wäre doch schön wenn der Goldpreis zukünftig in Euro gehandelt würde, oder zumindest in englischen Pfund, wie es früher bereits der Fall war. Da hätten wir Gold Bugs sicher unsere Freude daran, vor allem dann, wenn das Goldpreis Fixing von einer etwas neutraleren Institution vorgenommen würde.
Liegt ja eigentlich auf der Hand, da das Goldpreis "Fixing" ja eh 2x täglich in London von der London Bullion Market Association *LBMA* bestimmt wird. Die Eigentumsverhältnisse der privaten LBMA, überschneiden sich ja bekanntlich teilweise mit denen der privaten Federal Reserv Bank *FED* und derjenigen der privaten Bank of England.
Wie dieses "Goldpreis Fixing" von statten geht, wer die bestimmenden Mitglieder sind, etc., davon wissen wohl nur die allerwenigsten wirklich bescheid:
Uebersicht:
http://www.lbma.org.uk/aboutus.html
Die Mitglieder der ehrenswerten Gesellschaft
http://www.lbma.org.uk/members_list.html
Zitat"It is also notable how few ounces influence so many, and are probably contributing to a distorted market. The two London Gold Fixes are set on volumes of just 160,000 to 500,000 ounces typically."
Quelle: CPM Group’s Gold Survey 2003
Auch zum Irrglauben der allermeisten Gold Anlegern, dass der Goldpreis Chart, den wir hier im Gold Board aus verschiedensten Quellen, wie KITCO, INO, COMDIRECT, etc., immer wieder sehen können, irgend etwas von Bedeutung mit dem realen physischen Goldhandel zu tun haben könnte, ein absolut zutreffendes Zitat:
Zitat“The physical market has been very small compared to the derivatives trading based on it. Yet, it is surprising the extent to which many gold market observers could not see this very fat, very enormous tail that was waging the dog.”
Quelle: CPM Group’s Gold Survey 2003Gruss
ThaiGuru
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Für diejenigen Leser hier bei Goldseiten.de die mit den Begriffen Gold Leihe, und Gold Swap nocht nicht vertraut sind, dieser ältere Beitrag.
Gruss
ThaiGuru
Gold - Goldleihe - Goldswap
Goldswap ist in der Praxis nichts anderes als der sogenannte "temporäre Tausch" von Goldbeständen einer Zentralbank gegen Devisen.
Wenn also eine Zentral Bank z.Bsp. von 600 Tonnen gesammt Goldbeständen, 300 Tonnen Gold sagen wir mal mit dem IWF "geswapt" hat, also gegen z.Bsp.. US Dollar "temporär" ausgetauscht hat, die Deutsche Bundes Bank hat das z.Bsp. ebenfalls in nicht genau bekannter Höhe gemacht, weitere 100 Tonnen Gold an irgendeine Bullion Bank "vermietet" hat, sind bei diesem fiktiven Beispiel 400 Tonen Gold physisch weg, und der echte Restgoldbestand, wäre demzufolge nur noch 200 Tonnen Zentralbank Gold. Nun weisen aber zumindest einige (vermutlich die meisten) Zentralbanken, z.Bsp. Deutschland, Schweiz, Portugal, Philippinen, etc. diese geswapten, wie auch die vermieteten Gold Bestände in ihren Büchern so aus, als ob sie noch physisch vorhanden wären, obwohl sie gar nicht mehr physisch als Goldreserven da sind. Der IWF verlangte sogar in einem von der GATA veröffentlichten Schreiben an die Adresse der Zentralbanken, dass diese genau so verfahren sollen.
Die Zentralbanken haben dieses "geswapte" Gold zwar offiziell nur tämporär gegen Fiat Money getauscht, und auf dem Papier ein Anrecht darauf dass die Gegenpartei die dieses echte Gold gegen Papiergeld, oder elektronischem Geld empfangen hat, dieses wieder gegen "Fiat Money" zurück zu erhalten. Die Sauerei dabei ist, dass mit an Sicherheit grenzender Wahrscheinlichkeit, der Empfänger dieses echte Gold auch wieder weiter "geswapt" hat, weitervermietet, oder sogar verkauft hat, in der Hoffnung dass die Goldpreise weiter fallen, der Erlös zwischenzeitlich gewinnbringender angelegt werden kann, und dieses Gold später billiger am Markt, oder bei den Goldproduzenten zurückgekauft, und an die ZB gegen Devisen "zurückgeswapt" werden kann.
Da aber für die Zentralbanken, und die Goldbullion Banken, überraschend, die Goldpreise nicht weiter gefallen sind, sondern ja jetzt schon seit letztem Sommer kontiunierlich angestiegen sind, haben diese Bullion Banken vermutlich ein riesiges Problem. In der neuesten Studie Howe/Bolser wird klar anhand von meist öffentlich zugänglichen Dokumenten und Veröffentlichungen von Weltbank und IMF klar aufgezeigt, und zum Teil Belegt, dass von den offiziell ausgewiesenen 32000 Tonnen Zentralbank Goldbeständen, in Wirklichkeit zwischen mindestens 12000 Tonnen, eher 15000 Tonnen oder mehr, "vermietet", oder "geswapt" wurden. Diese riesigen Goldmengen sind ganz einfach weg. Ausser diese Gold würde am Markt zurückgekauft. Dass dadurch die Goldpreise
in astronomische Höhen steigen könnten, davon ist auszugehen. Falls auf die physische Rückgabe von 12000-15000 Tonnen Gold von den Zentralbanken verzichtet würde, und ein Finanzieller Ausgleich in Fiat Money vereinbart würde, müssten die Zentralbanken ihre Bestände an Gold Reserven massiv in ihren Billanzen reduzieren.Falls der breiten Oeffentlichkeit diese Tatsache bekannt wird, könnte theoretisch auch eine richtige Goldkauf Panik ausbrechen, die den Goldpreis explodieren lassen könnte. Falls diese Risige Menge von ca. 15000 Tonnen Gold, das sind 6 Jahresweltproduktionen, am Markt gekauft würde, würden die Preise förmlich explodieren.
Da aber zusätzlich auch noch einige Bullionbanken sich mit riesigen Goldderivativ (Shortpositionen) Positionen, und Goldvermietungen untereinander, und gegenüber Dritten massiv von der positiven Goldpreisentwicklung überraschen haben lassen, und vermutlich grosse Probleme entstanden sind, wird die zukünftige Goldpreisentwicklung sicher mit grosser Spannung erwartet werden dürfen.
Eine wichtige positive Entwicklung als Folge dieser Schräglage sehen wir ja schon klar. Die Goldproduzenten reduzieren seit einiger Zeit schon ihre Vorwärtsverkäufe ihrer zukünftigen Goldproduktionen, die früher ja auch noch zusätzlich dazu beigetragen haben, dass die Goldpreise ständig unter Druck gerieten, und die allermeisten Goldproduzenten noch mehr vor existenzielle Probleme stellte, und zum Teil sogar in den Ruin getrieben hatte.
Neuerdings entsteht auch immer mehr Nachfrage nach physischem Gold, auf Grund von Kriegsangst, (Irak, Nordkorea), und dem Wunsch sich vor einer immer stärker abzeichnenden Welt-Wirtschaftskrise, die zum nicht kleinen Teil durch die unverantwortliche, jahrelange riesige USA Dollar Geldmengen Ausweitung entstanden ist, zu schützen,und dem sich gerade abspielenden Wertverlust einiger anderer Währungen dieser Welt, vor allem dem des USA Dollar, vor weiterem Wertzerfall zu schützen, und einen riegel zu schieben.
Physisches Gold, strog Buy!!!
Die genaue Beschreibung von "Gold Swap" könnt Ihr beim IWF nachschauen:
IWF PDF Dokument, Seite 12 von 45
http://www.imf.org/external/bopage/pdf/99-10.pdf
©2003 ThaiGuru, thaiguru@asia.com
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Habe früher im W:O Board versucht die Zusammenhänge aufzuzeigen zwischen der FED und dem Gold Kartell, das auch für die Preisunterdrückung beim Silber verantwortlich ist
Wenn man weiss wie die Federal Reserve Bank entstanden ist, wer sie gegründet hat, und was damals vor, und nach der Etablierung, verschiedene US Präsidenten zur FED ausgesagt haben, wird danach vielleicht dem einen, oder anderen Leser einiges klarer erscheinen als es zur Zeit noch der Fall ist.Darum nochmals ein älteres Postig von mir vom 13. Januar 2002.
Hoffe die Grafik Links funktionieren alle noch
Gruss
Thaiguru
@alle interessierten Leser
Aussagen zur Privatbank FED von mehreren amerikanischen Präsidenten!
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If the American people ever allow private banks to control the issue of their currency, first by inflation, then by deflation, the banks...will deprive the people of all property until their children wake-up homeless on the continent their fathers conquered.... The issuing power should be taken from the banks and restored to the people, to whom it properly belongs. -Thomas Jefferson
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History records that the money changers have used every form of abuse, intrigue, deceit, and violent means possible to maintain their control over governments by controlling money and its issuance. -James Madison[Blockierte Grafik: http://www.themoneymasters.com/jackson.jpg]
If congress has the right under the Constitution to issue paper money, it was given them to use themselves, not to be delegated to individuals or corporations. -Andrew Jackson[Blockierte Grafik: http://www.themoneymasters.com/lincoln.jpg]
The Government should create, issue, and circulate all the currency and credits needed to satisfy the spending power of the Government and the buying power of consumers. By the adoption of these principles, the taxpayers will be saved immense sums of interest. Money will cease to be master and become the servant of humanity. -Abraham Lincoln[Blockierte Grafik: http://www.themoneymasters.com/wilson.jpg]
Despite these warnings, Woodrow Wilson signed the 1913 Federal Reserve Act. A few years later he wrote: I am a most unhappy man. I have unwittingly ruined my country. A great industrial nation is controlled by its system of credit. Our system of credit is concentrated. The growth of the nation, therefore, and all our activities are in the hands of a few men. We have come to be one of the worst ruled, one of the most completely controlled and dominated Governments in the civilized world no longer a Government by free opinion, no longer a Government by conviction and the vote of the majority, but a Government by the opinion and duress of a small group of dominant men. -Woodrow Wilson
TG
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Diesen Beitrag mal als Beginn, speziell der blaue Abschnitt über die Shortpositionen von JPM beschreibt einen Sachverhalt der ein grosses Interesse an der Preisunterdrückung beim Silber nahelegt. Der Beitrag stammt von Jason Hommel, GoldIsMoney.com.
Gruss
ThaiGuru
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WEEKLY COMMENTARY
I've been producing this report for 6 months now. Week 26! Wow! I have been working very hard during this time, and it has been very profitable investing in silver stocks. During the last 8 months, the silver price has taken off like a rocket, which is extremely significant. Imagine investing at the recent bottom, at $4.50 in June, 2003, and now sitting with silver at $7.03 (after a high of $7.25 mid week). From $4.50 to $7 is a 55% gain. You can't get that in bonds anywhere! Who says the metal pays no interest or return??? Utterly ridiculous!
Yet silver is still cheap. Many other commodies have run higher and faster. Silver is still lagging, and will certainly race ahead at some point, I suspect it will outperform all other commodities. Silver will one day have massive monetary demand, unlike any other commodity except for gold.
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This week, Ted Butler (see http://www.investmentrarities.com/03-08-04.html ) wrote an excellent commentary, "Bigger Isn't Always Better", that explains that there are 578 billionaires on the Forbes list. These are people who could each, individually, buy all the silver that is known to exist in the world. So, when people ask me, "When will silver really explode up?" the answer is that silver could explode at any time when just one of those wealthy people decides to buy, or when enough little guys decide to buy.
The smaller investor has an advantage over larger investors, because a smaller investor can actually put a meaningful percentage of their wealth into silver. A billionaire can't.
I want to speak of the different concerns of different sized investors for a moment. A very, very large investor has very different perspectives than a smaller investor. There is probably a major perspective change for every change in size of an order of magnitude. That means that an investor who is ten times wealthier than another, probably has very different concerns, as follows. Most people that have brokerage accounts have less than $10,000 to invest. Their concerns will be vastly different from someone who has $100,000 to invest. A person with $10,000 has barely more money to invest than they have to make ends meet, and is likely too busy to really study much about investing, because they are working at a job. A person with $100,000 may have a substantial income, and may still be too busy to study about investing, or it may be an inheritance and they don't know anything at all about investing. A person with at least $1,000,000 to invest is in an elite group of people, one in 30-100 investors, and qualifies to participate in private placements, but is novice at the private placement process, and may not even know they qualify for that. These people are those who fund capital development. A person with $10 million may be experienced at private placements. A person with $100 million to invest is likely not in the silver market with both feet, because it is too small, and their fortune too big. They would likely not want to trust their money to the silver exploration sector, since they would have to put $5 million into each of 20 exploration companies, and many exploration companies barely have market caps that big! Next, we have the billionaires, none of whom could even buy silver, because the bullion market is too small. And finally, we have the multi billion corporations.
To a company like J.P. Morgan, that has trillions of dollars worth of derivatives on the books, and a market cap around $86 billion (@ $42/share), they would not likely consider that being short excessive amounts of silver is any danger. They may be short 100 million ounces, and not be worried. They may have 30 million ounces of silver from the producers pledged to be delivered to them through the futures contracts. They may think they "know" that just like in banking, where less than 1% of depositors ever ask for paper cash at one time, that typically less than 1% of futures contracts ever result in requests for physical silver. So, they may think they are safe. And at the worst case scenario, they may feel that if they had a 100 million oz. silver short position that was put on at $5/oz. goes to $10/oz., then to them it would be like a loss of $500 million dollars. Again, to the big guys, this is peanuts. J.P. Morgan lost many billions loaning money to Enron, billions K-mart, and billlions to South America, without much of a problem. In fact, their stock price has gone up, nearly doubling, and adding $40 billion in market cap since those huge losses!
The concern of firms as big as J.P. Morgan or Goldman Sachs is the continuance of the entire financial system, which benefits them greatly. They want to keep the fraud of paper money creation going as long as possible. That's where they make their money. This is achieved by keeping the price of silver and gold low, or even volatile. Either way suits their needs, since a volatile price for the precious metals keeps people confused and away from the sector, and in paper money.
Once again, this illustrates the importance of buying physical silver. It would not hurt J.P. Morgan to have to do a cash payment to settle silver contracts. They can keep their own silver (if they have any), and print up the money by issuing new shares to pay off their failures in the futures markets. The only thing that will end "the major frauds of the U.S. monetary system" is when people wake up, and demand physical bullion, as they are now just beginning to do.
But the bullion banks are not safe if they are short precious metal, as they may think. They can go bankrupt like anyone else who cannot meet their obligations. In theory, there is no limit to the upside, as prices for precious metals can reach to infinity dollars per ounce in a monetary crash. At present, those big firms are the ones who make the rules, and they change the rules to suit them, such as creating position limits, and ignoring the crys of all of us little people who cry for the end of the market manipulation. However, in the end, it will be those people who have physical metal who will make the rules, and power will shift.
In the past, prices for the precious metals rose after the delivery defaults. In 1933, the banks stopped redeeming dollars for gold at $20/oz. and then the price rose. In 1971, they stopped redeeming dollars for gold at $35/oz. to overseas investors, and then the price rose. If this pattern is any indication, the delivery defaults will occur BEFORE the major price rise. They will likely try every trick in the book to keep the fraud of the dollar alive, until they absolutely run out of precious metal to deliver, or if they feel they can no longer contain or restrain major precious metal demand. We could reach the moment of truth at any time.
Now, the point I'm making about delivery defaults is this... smaller investors may think they can wait until after the delivery default. But if you do that, you will not be able to buy silver in size, if at all, and I would not wait. The reason is that if you wait until after the default, silver could leap up by $5/oz. per day for several days in a row. If it took you 5 days to locate a silver bullion dealer who would take your order under those kinds of conditions, you may miss a substantial portion of the once-in-a-lifetime big move. In fact, I strongly suspect that many local coin dealers will not be selling any silver if the COMEX defaults. In fact, it is already far too late to buy silver in size for the very big investors out there. As far as they are concerned, delivery defaults have already occurred in silver. To them, such defaults are called [B]"position limits".
The potential exists for the shorts to drive the price of silver back to $5/oz. at any time, temporarily. Any investor in silver who is on margin, could be wiped out. But if you own silver free and clear and are debt free, you cannot be hurt, since no matter what happens in the short term with price swings, you still will own all the silver you buy, without losing a single ounce, and the value of silver will never reach zero.
Now, getting back to the benefits of being a smaller trader. As Ted Butler notes well, the smaller traders can buy silver bullion in meaningful amounts for their own portfolio, but the Billionaires cannot. This also applies to silver stocks, but in a different sort of way.
The smallest traders have the greatest advantage over everyone else, because they can buy or sell an illiquid silver stock without creating a major price swing with their buy and sell orders. Therefore, a smaller trader can more easily trade in and out of an illiquid and volatile silver stock. A larger trader like myself, who participates in private placements, does not have the ability to quickly buy or sell. The smallest traders should not "buy and hold", but rather, they should take profits when stocks run up, and swoop in when stocks run down.
If I buy a stock with $50,000, I will often move the price of a silver exploration company up 10-15% if I buy on the open market. And I'd move the price down by that much if I tried to sell. A smaller trader would not move the price much with their buy and sell order. A smaller trader may complain about the high price of $25 commission fees, but the larger trader has a 10-15% commission (or more) when buying and selling, because the buy order and sell order moves the price that much. My problem is that if my "commissions" are so high, I have to really make sure that what I'm buying is really, truly a bargain and "on sale". It does not do me much good to try and trade in and out on 20% price swings, but a smaller trader can really take advantage of such price movements.
Now, when I suggest trading in and out, I mean... trade into other silver stocks, so you keep your exposure to the silver market at all times during this bull market.
The disadvantage of the smaller trader is lack of experience, and lack of time to devote to studying the market to see where the best opportunities are.
My advice for smaller traders just starting out is to make sure you have enough cash on hand for normal life emergencies first, from $1000 to $2000. Then, get silver bullion second--at least as much as your emergency cash fund, or even twice as much, say, about $2000-$5000 worth, at least. Then, put money into silver stocks third. Although stocks themselves are risky enough, there is the additional risk that your broker could go bankrupt. There is nothing as safe as silver bullion, in my opinion, especially if the day may come when you will need something to trade for food during a severe economic depression.
Understanding the different concerns of different sized traders really helps you to understand how and why the silver market is manipulated, and why silver is priced so cheaply. The biggest traders simply do not care about silver at all. Not yet. It is off their radar screen, and it is not even like a fly that may bother a horse.
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Here's how to buy silver: Go grab your local phone book. Look up "coin dealers". Ask the dealer if they have any "silver bullion", and how much. (Don't buy numismatics, which are collector coins that cost far higher than the bullion or metal content of the coins.) If they don't have silver bullion, they can order it for you. Then, go down to your dealer, and either buy the bullion same day, or give him a money order or cash, and wait for your order to arrive. It's that easy. There are primarily three kinds of silver bullion available from local coin dealers:1. 90% silver coins mined by the US until 1964: quarters, half dollars, and dimes. They sell close to the spot price, and contain .715 of one oz. per $1 face value, whether 4 quarters, 2 half dollars, or 10 dimes. To find out how much it will cost over the spot price, do the following: Get a price quote, such as, a "bag" of $1000 face value sells for, say, $5100. Then, divide that by 715, and you see how much you are paying for the silver, which, in this case is, $7.13. In this case, this is just right about at the spot price on the day I got this price quote.
2. 100 oz. collector bars, that typically cost anywhere from $50 over spot to 10% over the spot price.
3. 1 oz. "rounds" that also typically sell for just about 10% over the spot price.The way to get silver close to the spot price is to buy a contract for 5000 oz. of silver from a commodities trader. You are buying a paper promise to get a paper receipt for five 1000 oz. bars in a COMEX approved warehouse. Each bar weighs just under about 70 pounds. There will be shipping charges, and commissions, that will ultimately bring the price up to perhaps 5% over the spot price.
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Silver Stocks--Comparative Valuations, Weekly Report # 26
By: Jason Hommel, GoldIsMoney.com
FRIDAY, March 12th, 2004This week's report lists 98 silver stocks. There are 30 silver stocks that list reserves, resources (and exploration potential.) which I calculate by using my "ounce in the ground" forumula. There are 46 explorers. There are about 22 additional "silver" stocks with incomplete information. Additions & Changes from last week are in bold.
If you are an Accredited or Sophisticated investor and want information I may find out about private placement opportunities in some of the very best silver stocks in my opinion, (This is not a solicitation for any stock, and I'm not brokering any securities) email me with PP in the subject field: jasonhommel@yahoo.com
I can't tell you exactly which silver stocks to buy several reasons. First, I'm not your broker. Second, too many people ask. Third, if I told you what I was buying as I was buying it, you'd buy, and push the price up against me. If this sounds wrong, it's not. It's common sense, and it's how the market works. People bring what they have to sell to the market place and advertise it. That's capitalism and the free market at work. If you tell me about a silver stock not on this list, I expect that you would have invested in it first. I wouldn't want to put your recommendation on this list, and drive up the price of your hot undervalued silver stock before you buy your great tip! So, buy it first, and then tell the world what you did and how smart of an investor you are and how much homework you did to find your favorite unknown silver junior.
So, because I have a market reach, I also receive a lot of tips about silver stocks. And thus, I may have invested in some of the best ones that came my way. If you believe I may have an edge based on my work and position... then the best way for me to share this with you is to is tell you where I put my money. It's not investment advice. I offer a monthly "look at my portfolio". Try it for a month, and see if it works for you. I do not issue recommendations, and I don't list number of shares or the size of my portfolio, but I will show the top investments in my portfolio, by rank, updated monthly.
Price: $29.95/month or Price: $295.00/year
To order: http://www.goldismoney.com/?affiliateID=CD15To read about my religious bias, see my other website, bibleprophesy.org There are two essays near the top of the page that explain why I believe the entire world will return to using gold and silver as money again before the end times. Hint, see Ezekiel 38. To read more about my religious bias when it comes to investing, see my new essay, Biblical Guidelines for Managing your Money
If you want to receive an email notice of when and where this FREE weekly report is published, sign up at GoldIsMoney.com Anyone who signs up will also get a FREE e-book that explains the bullish case for gold and especially silver. If you have studied the silver market at all, then the time has come that you ought to be a teacher, and you ought to explain the silver story to all who will listen. GoldIsMoney.com is designed to help spread the word. I suggest you email the link to your address book.
Kitco reports silver at $7.03 as of Friday, 1:57 PM West Coast US, which was used to calculate the following figures. The CAN $ / US $ conversion factor is .7496. I will use .75 for ease.
How to read the following table:
Stock Symbol that works at Yahoo! Finance (Company name) / Silver oz. "in ground"** for 1 oz. silver's worth of stock. / valuation price change since last week relative to silver price change (and stock dilution, and resource changes, if any) / additional comments (EXPT is "exploration potential")HL (HECLA MINING CO) .45 down --current producer (gold bonus) cash rich.
ABX (BARRICK) 1.1 down --infamous hedger (18 mil oz. gold hedged, 3 yrs production)CDE (COEUR D'ALENE) 1.1 down --current producer, (gold bonus) in debt.
IPOAF.PK (INDUSTL PENOLES) 1.7 down --current producer, mostly family owned.
SIL (APEX SILVER) 3.3 down --large zinc bonus, low grades, cash rich--$200 million!
CFTN.PK (CLIFTON MINING) 3.4 down -- (78 EXPT) (colloidal silver patent bonus)
ECU.V ECUXF.PK (ECU SILVER MINI) 3.6 up --(9.7 EXPT) --50% gold bonus
MFN MFL.TO (MINEFINDERS) 4.2 down --significant gold bonus, $35 mil cash on hand.
KBR.V KBRRF.PK (KIMBER RSCS) 4.6 up A one property company, with exploration potential.
PAAS (PAN AMERICAN SILVER) 5 down --current producer, in debt.
GRS GAM.TO (GAMMON LAKE) 5 down --current producer, owns 26% of Mexgold
WTZ WTC.TO (WESTERN SILVER) 5.6 down -- (24 EXPT) large mine development cost.
* CZN.TO CZICF.PK (CDN ZINC) 5.8 down --large zinc bonus, high grades, low start up costs, great EXPT
FSR.TO FSLVF.PK (FIRST SILVER) 5.9 down --current producer, (not profitable '03 3rd q.) unhedged
SSRI (SILVER STD RSC) 6.6 down --multi-property company, understands silver story
* TM.V TUMIF.OB (TUMI RSCS) 6.8 up -- (14 EXPT) recent bonanza grade silver discovery
ORM.V OREXF.PK (OREMEX RES) 8.5 up (35 EXPT)
MGR.V MGRSF.PK (MEXGOLD RSCS) 8.5## up (##exploration target) -- bonanza grade discovery on Jan 13th
* SRLM.PK (STERLING MINING) 10.3 down --(28 EXPT) acquired the Sunshine in Cour d'Alene
FAN.TO FRLLF.PK (FARALLON RSCS) 14 down --(24 EXPT) low grades, silver 1/3; also gold & zinc bonus.
* EXR.V EXPTF.PK (EXPATRIATE RECS) 15 even --significant zinc bonus 60% zinc, 25% silver
RDV.TO RDFVF.PK (REDCORP VENTURE) 15 way up --60% gold bonus
* ADB.V ADBRF.PK (ADMIRAL BAY RSCS) 17 up --actively expanding resources. (Huge gas bonus)
* SVL.V STVZF.PK (SILVRCRST MINES) 18 up --(32++ EXPT) --(Silver in Honduras) ++ acquired silver props.
HDA.V (HUSIF?) (HULDRA SILVER) 18 up --very tiny, no debt, zinc bonus, low start up costs.
* ASM.V ASGMF.PK (AVINO SILV GOLD) 21 even --owns 49% of the Avino+ 4 other silver props. (silver bonus)
GGC.V GGCRF.PK (GENCO RESOURCES) 22 up
CHD.V CHDSF.PK (CHARIOT RSCS) 23 down (explorer, with inferred resources)
* MNMM.OB (MINES MGMT) 23 down --60% copper bonus (low grades), start up cost ~ $250 mil
UNCN.OB (UNICO INC) 61 even --lease expiring on largest property, June 1 2004.
* = I own sharesExplorers (by market cap):
EZM.V EZMCF.PK (EUROZINC MINING)
MCAJF.PK (MACMIN LTD)CDU.V CUEAF.PK (CARDERO RSCS) 40-68 "exploration potential"
AOT.V ASOLF.PK (ASCOT RSCS) -- owns percentage of Cardero, CDU.V
* IMR.V IMXPF.OB (IMA EXPL)
TVI.TO TVIPF.PK (TVI PACIFIC) --current producer of a dore silver bar 96% silver, 4% gold
* FCO.TO FCACF.PK (FORMATION CAPTL) Cobolt (and Sunshine silver refinery)
IAU.V ITDXF.PK (INTREPID MINRLS) 7 "exploration potential"
MAG.V MSLRF.PK (MAG SILVER)
CAUCF.PK (CALEDON RES)
MAI.V MNEAF.OB (MINERA ANDES) (gold bonus)
* NPG.V NVPGF.PK (NEVADA PAC GOLD) 31-150 "exploration potential" (owns 1 silver property, 10 gold properties)
* MMGG.OB (METALLINE MINE) --zinc/silver (historic high grade silver) (low cost revolutionary oxide zinc process)
* OTMN.PK (O.T. MINING) very large exploration potential
SPM.V SMNPF.PK (SCORPION MINING)
MMM.TO MMAXF.PK (MINCO MINING)BZA.V ABZGF.PK (AMER BONANZA)
EDR.V EDRGF.PK (ENDEAVOUR GOLD) A PRODUCER (I could not yet find a listing of resources or reserves)* FR.V FMJRF.PK (FIRST MAJESTIC) -- Bought a former silver producer. Acquiring silver properties.
DNI.V DMNKF.PK (DUMONT NICKEL) exploring Clifton's property
SML.V SMLZF.PK (STEALTH MNRLS)
* NBG.V NBULF.PK (NEW BULLET GP) 30 - 84 "exploration potential"
SDR.V SDURF.PK (STROUD RSCS)* CBE.V CBEFF.PK (CABO MINING) --Historic Silver and Cobalt district
EXN.V EXLLF.PK (EXCELLON RSCS)
EPZ.V ESPZF.PK (ESPERANZA SILVR)
BCM.V BCEKF.PK (BEAR CRK MINING)
NJMC.OB (NEW JERSEY MIN)
HGM.V HOGOF.PK (HOLMER GOLD)
CHMN.PK (CHESTER MINING)
* KG.V KDKGF.PK (KLONDIKE GOLD)
GNG.V GGTHF.PK (GOLDEN GOLIATH) --Historic silver district in Mexico
MMG.V MMEEF.PK (MCMILLAN GOLD)
* KRE.V KREKF.PK (KENRICH ESKAY)
EGD.V EGDMF.PK (ENERGOLD MINING)
LEG.V LEGCF.PK (LATEEGRA RSCS)
SHSH.PK (SHOSHONE SILVER)
BGS.V BLDGF.PK (BALLAD GLD SLVR)
AUN.V AUNFF.PK (Aurcana Corp)
SRY.V (STINGRAY RSCS)
PCM.V (PAC COMOX RES)
BBR.V BBRRF.PK (BRETT RES)
TUO.V TEUTF.PK (TEUTON RES)
ASLM.PK (AMER SILVER MINI)
ROK.V ROCAF.PK (ROCA MINES INC)
CBP.V CPBMF.PK (CONS PAC BAY MIN)* = I own shares
** = "in ground" counts all "silver oz. in the ground" as the same, but they are NOT EQUAL. Some are more certain and others are more speculative. Some are higher grades, some are lower grades. They range from most certain to least certain such as: "proven & probable reserves," "measured, indicated, inferred resources." This single number next to each stock symbol above represents the approximate number of ounces of silver in the ground you are buying title to when you invest the equivalent of one ounce of silver by buying shares in the company at current prices. (It does not include zinc, or copper, or lead, but it does include gold at a 1:10 ratio of gold:silver.) At goldsheetlinks.com, they add 100% of proven & probable reserves, but only 70% of measured & indicated resources, and only 50% of inferred resources. I don't do that. I count them as all the same.To quickly "tab" down to the company you are interested in, note the symbol. Then hit "control-F" to "FIND" the symbol below.
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Wie man sehen kann regt sich etwas bei den Leasing Raten
Würde mich nicht wundern, wenn sie nächste Woche weiter stark ansteigen. Auch kann man sehen das die 1 Jahres Leasingraten stärker steigen als die kurz und mittelfristigen. Am 13. Februar zum Beispiel war es gerade umgekehrt. Damal sind nach dem Spike der Leasinraten die Silberpreise unter Druck geraten wie man auf den Silber Charts sehen kann. Aber wie schon gesagt, damals sind die kurzfristigen Raten Prozentual viel stärker als die 1 Jahresraten gestiegen. Ich sehe das eher positiv für den Silberpreis an. Im Langzeit Leasing Raten Chart, könnt ihr mehrere Spikes der Leasingraten sehen. Ende Juli 03 sind die 1 Jahres Leasing Raten ebenfalls überdurchschnittlich angestiegen, danach ging der Silber Preis happig nach oben
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Meinst Du diese Aussage zum Gold von Sinclair
Bin zwar kein Chartspezialist wie Sinclair oder etwas näher, unser Bognair. Auch bin ich kein Guru, trotzdem gehe ich auf Grund der brennenden positiven Fundamentaldaten beim Gold davon aus, nächste Woche von höheren Gold Preisen aus. Das mit den Interventionen der Japaner sehe ich genauso. Einen echten substantiellen Grund für einen Stärkeren Dollar, kann ich beim besten Willen nicht erkennen. Ergo wird der Goldpreis wieder steigen. Ich tippe mal, wir sehen die 400.-++ beim Dollar bereits schon am Dienstag wieder. Wenn es erst am Donnerstag soweit ist mit steigenden Goldpreisen, wie Mahendra prophezeit, soll`s mir auch recht sein.
Für diejenigen die noch kein Gold besitzen bietet sich Montags eine gute Möglichkeit es noch nachzuholen. Eine Unze, oder mehr Palladium zu kaufen, dünkt mich, kann auch nichts schaden.
Gruss
ThaiGuru
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Gold
Following in the inverse of the dollar - where intervention is taking place by our Japanese US Fed Reserve - gold has moved in this chop lower to the $390 to $393 range. This is in concert with the drop scenario just prior to March 15th, 16th & 17th wherein I expect to see a reversal after which the chop will move to the upside until it takes out $410.80 then $419.70, accelerating late in time and high in price to challenge $430.30.
Bolstered by information from informed friends, it is my opinion that advisors to the administration are quite concerned by the recent downturn in consumer based forward looking expectation indices.For that reason, our Japanese friends have been asked to intervene heavily in the yen in order to produce dollars to buy US treasuries while the Exchange Stabilization Fund has intervened more in the dollar in the last two weeks than the past four months. All this is temporary and will fall directly into our expectations in terms of the market of our primary interest, gold.
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