Beiträge von Bozkaschi

    Boss Energy powers ahead with Honeymoon restart as FEED study progresses ‘well ahead’ of schedule


    By
    Lorna Nicholas
    -
    September 6, 2021
    [Blockierte Grafik: https://smallcaps.com.au/wp-content/uploads/2021/09/Boss-Energy-ASX-BOE-uranium-front-end-engineering-design-FEED-Honeymoon-Project-South-Australia.jpg]Boss Energy anticipates the FEED study for its Honeymoon uranium mine will be finished early next year.
    FacebookTwitterLinkedIn[email=?subject=Article%20on%20Small%20Caps&body=Article%3A%20https%3A%2F%2Fsmallcaps.com.au%2Fboss-energy-powers-ahead-honeymoon-restart-feed-study-ahead-of-schedule%2F]Email[/email]Print
    Boss Energy (ASX: BOE) is a step closer to becoming Australia’s next uranium producer after revealing the front-end engineering and design (FEED) process at its Honeymoon project in South Australia is “well ahead of schedule”.
    The company now expects the FEED study will be finished early next year.
    The study’s primary goals include finalising key technical decisions, producing foundational technical documents, as well as confirming and refining the budget and project scope.



    Once the study is complete and a final investment decision made, Boss will begin detailed design work and start ordering long-lead items.
    “We continue to extend our advantage as the most advanced emerging uranium producer in Australia,” Boss managing director Duncan Craib said.
    “We have a plant on care and maintenance, other significant production and storage infrastructure in place, we have formed an Owner’s Team to restart Honeymoon and we are moving through the FEED stage rapidly,” he added.
    Advancing Honeymoon restart
    In readiness to begin ordering long lead items for the mine restart, Boss is engaging with preferred vendors.
    Negotiations are underway regarding the dry and calciner kiln, NIMCIX columns, reverse osmosis plant, and upgrading pregnant/barren leach solution pumping systems.
    Boss has also appointed Jonathan Owen as project manager of the mine’s restart. Mr Owen is also part of the Owner’s Team.
    Mr Owen has more than 25 years’ experience working on all aspects of a project’s lifecycle from feasibility to handover.
    The rapidly advancing restart work at Honeymoon comes amid a rising uranium price, which reached a six year high of US$39 per pound last week.
    To take advantage of the predicted price rises, Boss purchased 1.25 million pounds of uranium on the spot market in March for US$37.68 million (A$49.69 million).
    Boss noted the 1.25Mlb of uranium was now worth US$48.75 million (A$65.88 million) based on last week’s price of U$39/lb.
    “Strategically, this inventory is highly valuable to Boss on several levels as the company secures offtake agreements, finalises project funding and moves into production,” Boss stated.


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    https://smallcaps.com.au/boss-…-study-ahead-of-schedule/

    Es sind 5 Aktien die vorgestellt werden davon 3 Uranaktien s.u.



    Fintel Short Squeeze Explorer Identifies Short Squeeze Opportunities for Canadian Retail Investors


    NEWS PROVIDED BY
    Red Rooster PR
    September 06, 2021, 06:12 GMT


    Fintel’s short interest data identifies candidates for the week of September 5
    NEW YORK, UNITED STATES, September 5, 2021 /EINPresswire.com/ -- Fintel.io, a provider of advanced research tools for data-driven investors, has developed a mathematical model that provides investors and traders with data that helps quantify the short squeeze risk for a company. This model takes into account a number of factors that contribute to short squeezes, including relative short interest, borrow fee rates, trading volume, and others.



    The Canadian Short Squeeze Explorer provides a leaderboard ranking of Canadian companies with the highest Short Squeeze Score so traders can easily identify companies with the highest likelihood. For traders who want to find short squeeze opportunities before they happen, the Short Squeeze Explorer is an ideal tool.



    Below are notable Canadian Short Squeeze candidates as of September 5, 2021 at 11:00pm EST:



    * LAM / Laramide Resources, Ltd. (85.95)
    LAM tops this week’s list with a short interest % float of 1.79% and a borrow fee rate of 29.3%, which makes the shares expensive to borrow. Last Friday, the share price reached a high of 0.68 before closing at 0.67. This is the highest the price has been since mid-March, 2017. Additionally, there has been a significant increase in volume since January of this year, suggesting increasing interest in the stock. Days to cover is currently 5.19, which is one of the highest metrics for our Canadian list.



    * FSY / Forsys Metals Corp. (81.43)
    Forsys Metals makes its debut at number three this week, with a short interest % float of 0.89% and a borrow fee rate of 15.14%. Despite the low short float percentage, the borrow fee rate suggests that shares are in fact expensive to borrow, and continuing demand for the shares could force margin calls. Like other companies on our list, the share price has had some positive action recently, reaching a high of 1.05 last Friday before closing at 0.95. This is the highest the price has been since May. The latest short interest reported by IIROC is 962.9K shares, a 78% increase from its prior values of 540K.




    * FCU / Fission Uranium Corp. (80.48)
    Fission Uranium has a short interest % float of 1.47% and a borrow fee rate of 8.6%, putting the company last on this week’s list. IIROC-reported short interest is 7.9M shares, which is slightly up from the recent averages of around 7.4M shares. The share price gapped on Friday, from its prior close of 0.70 to a high of 0.80, before closing at 0.78. This is the highest the price has traded since April, 2018.



    Short Squeeze Scores scoring model ranges from 0 to 100, with 100 being most likely, relative to its peers.



    The Short Squeeze Explorer also compiles data like Short Interest % Float, Change in Volume, Change in Price, and Borrow Fee Rate into an easy-to-use leaderboard for investors to reference when making decisions.


    https://www.einnews.com/pr_new…canadian-retail-investors

    Ist Sprot ein "Liefer-Fond", also kann da ein Versorger Anteile kaufen und sich dann später liefern lassen (bin grad in Eile und zu faul zum Nachlesen), nur so zur Idee wo der Uranpreis/Nachfrage ne Grenze haben könnte....

    Soweit ich weiß ist der SPUT ein reines Investmentvehikel der es Investoren erlaubt direkt in den Rohstoff Uran zu investieren ohne sich das physische Uran liefern zu lassen, das gestaltet sich bei Uran auch etwas schwierig.Bei einem Silber oder Goldgedeckten Fond kaufen auch keine Mints ein.


    Hier noch eine schöne Seite "der SPUT Tracker" wird täglich aktualisiert, hier sieht man auch schön den Cash Bestand des SPUT der den Fond zwingt zeitnahe mehr Uran aufzukaufen.


    https://docs.google.com/spread…WRGvt0/edit#gid=504025026

    Danke Mio , der Blick reicht mir schon.




    geh mal auf finviz und gib mal Energie, Uran ein.
    Da kriegst du mindesten 6 werte angezeigt, von uuuu bis cam
    Cameco ist die Leitkuh
    Dann beschäftige dich mal mit elliott und und und......


    Nich lang schnacken, machen!

    Sprichst du mit mir ? Ich habe doch gesagt das ich schon länger investiert bin und die letzten Tage meine Investition verdreifacht habe aufgrund von SPUT. Vielen dank für deine Fürsorge aber hier geht es nicht darum das ich zum ersten mal in Uran investiere. Ich wollte nur einen flüchtigen Blick in den Börsen-Brief werfen und ob sich der Brief lohnt.



    Guckst du hier da findest du noch ein paar mehr Werte ausser Cameco , Denison und co.


    https://mobile.twitter.com/sto…33906755746947076/photo/1



    Nachtrag:
    Mir geht es eher um die kleinen Explorer, welcher von denen ist am aussichtsreichsten ( Blue Horseshoe) ?

    Das alles weiß ich auch , aber das wichtigste ist z.Z. der SPUT der alles freiverfügbare Uran aufkauft.
    Die Frage war auch an die Abonnenten gestellt.In dem Sektor gibt es fast ausschließlich Explorer, deren Qualität schwer einschätzbar sind, deshalb der Brief.

    Neues aus Peru :
    Die Unsicherheit der kommenden Steuerreform wird Peru noch bis ins nächste Jahr beschäftigen.Das wird die Miners aus Peru stärker belasten.Fazit abwarten.



    Besteuerung von "Übereinkommen" hat Priorität bei der Steuerreform
    Ziel des MEF ist es, diese Steuern noch vor Jahresende zur Genehmigung bereit zu haben und die Sunat kann sie bereits im nächsten Jahr einziehen.



    [Blockierte Grafik: https://www.expreso.com.pe/wp-…03/obras-por-impuesto.jpg]


    A + 04.09.2021 08:20 Uhr
    Die Exekutive wird den Kongress um legislative Befugnisse für eine Steuerreform bitten, die in erster Linie die Frage der Steuer auf Bergbau-"Überschüsse" betrifft. Die Reform würde laut Minister Pedro Francke in einer "Neuanpassung der Steuersätze in einer Kombination der derzeit existierenden Steuerarten" bestehen. Aber "wir wollen die Wettbewerbsfähigkeit nicht nehmen, wenn die Preise fallen und das stoppt Bergbauprojekte", fügte er hinzu.
    Ziel des MEF ist es, diese Steuern noch vor Jahresende zur Genehmigung bereit zu haben und die Sunat kann sie bereits im nächsten Jahr einziehen.
    Im Juni letzten Jahres erreichten die Kupferexporte 9,44 Milliarden Dollar. Im Juli berichtete Sunat, dass sich die Steuererhebung auf 10,340 Millionen Soles belief, was einem Anstieg von 23,5% gegenüber 2019 vor der Pandemie entspricht.


    https://www.expreso.com.pe/eco…ad-en-reforma-tributaria/

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    September 4th 2021, Silver Chartbook – Silver, the big picture
    Silver, the big picture


    We have all heard it, and we have all done it—the typical mistakes of trading. We ran stops, over traded, shadow traded, ignored probabilities, traded too large, and revenge traded. In addition, we ignored even the bluntest signals the market sent, like ill-liquidity, volatility, and chop. What is a lot less spoken about is the lack of a big picture. Yet, ignoring the larger time frame players who rule and steam over small-time frame setups is one of the most detrimental influences on your trading if ignored. Silver, the big picture.
    The problem stems from the difficulty of prediction. The further an event is in the future, the harder it is to predict. This fact lures amateurs to the smaller time frames in the desire to be correct. In addition, trade frequency is higher the smaller the time frame regarding signal generation. That makes smaller time frames more alluring since there is more action. Nevertheless, the long-term plays provide for the big profits and regarding silver physical acquisition right now is favorable.
    Silver in US-Dollar, Monthly Chart, Silver, the big picture:
    [Blockierte Grafik: https://www.midastouch-consult…f-September-3rd-2021..png]
    Silver in US-Dollar, monthly chart as of September 3rd, 2021.
    We find traditional value in a fundamentally large time frame analysis first. A story, if you will, that supports what charts are showing us. Regarding the monthly view above, we nearly had a decade where metals weren’t favored, which ended with last year’s lockdown. The lesser talked about underlying current for a bullish narrative is that many raw materials are needed for the decarbonization process. Consequently, in addition to inflation and a supply to demand disbalance, we have another reason for continuing this first burst to new highs. With news shining a light on the neglected commodity sector as a whole and silver especially, we will also see at these lower levels after the new highs to be attractive to investors woken up by news and trying to step in here for cheap.



    Silver in US-Dollar, Monthly Chart, great risk-reward ratios:
    [Blockierte Grafik: https://www.midastouch-consult…f-September-3rd-2021..png]


    Silver in US-Dollar, weekly chart as of September 3rd, 2021.
    Another aspect we find significant from a more broad view is that due to new Covid variants, another lockdown is a possibility. Consequently, this is a probability for another trigger point. Precious metals might shoot out of their last 13 months range to reach new all-time highs.
    The chart above shows projections that allow for guesstimated risk/reward-ratios on entries into the silver market. It does so from a perspective of a hedge against inflation, and a general wealth preservation option for the long term.
    You can make out that both scenarios of trading anticipatory below US$24, or confirmed above US$24 have a risk/reward-ratio toward the first financing point of about 1:1. at the moderate and aggressive highs of the last thirteen months range (see our quad exit strategy). The second target would be at just below US$38 and US$43.50. As always, we would let our runners (the last 25% of the initial position) run without a trailing stop methodology.




    Silver in US-Dollar, Daily Chart, Anticipate, execute, take profits:
    [Blockierte Grafik: https://www.midastouch-consult…f-September-3rd-2021..png]
    Silver in US-Dollar, daily chart as of September 3rd, 2021.
    An important factor in market speculation and, possibly, one of the top three aspects supporting the principle why the larger picture is so essential for a speculator is that the market tries to preempt the future. While we typically follow suit with action in a reactionary way in market play, it is essential to anticipate versus fact proof. This timing from a psychological factor needs this story from the removed larger perspective to support a trader’s action. Proper trade execution is near futile without the conviction on why to nourish a trend with one’s money.
    The daily chart above shows a chart we posted last week when we anticipated a long move under the following premises at the time: “We can see that we have entered into a short-term, low-risk advancement window after Friday’s strong close. For one between US$24 and US$24.50, the price finds itself not obstructed by a support/ resistance zone. Secondly, from a fractal volume analysis point (green histogram to the right of the chart), prices can also advance easier between the prices of US$23.90 and US$ 25.15. There are two edges derived from this data. A significant fending off the low range from US$23 to US$24 will make a strong point for higher timeframes if this month closes above US$24.25 and a bullish tone for the upcoming week.”
    We placed a trade (green arrow up), sharing that data in real-time in our free Telegram channel, and our predictions came true. Consequently, we took partial profits on Friday at US$24.80, based on our quad exit strategy.
    Silver, the big picture:
    Silver is more than fifty percent below its all-time highs. In relationship to gold, it is the most undervalued precious metal with an excellent risk/reward-ratio. As a safe haven wealth preservation tool, it is also the most undervalued investment opportunity compared to bitcoin, which trades at US$50,000, slightly below its all-time highs. In the price zone right now, we find below US$25 silver to be in a low-risk entry zone with a desirable risk/reward ratio.


    https://www.midastouch-consult…21-silver-the-big-picture

    Eine Chinesische Comex , ja davon habe ich geträumt :thumbup:


    3. September 20218:36 MESZZuletzt aktualisiert vor 13 Stunden


    China
    China zieht ausländische Investoren in den Handel mit Warentermingeschäften


    Reuters
    2 Minuten lesen
    [Blockierte Grafik: https://cloudfront-us-east-2.i…UEZIFMDZJ6HO7RVWFWITM.jpg]
    Die chinesische Nationalflagge ist in Peking, China, 29. April 2020 zu sehen. REUTERS/Thomas Peter
    SHANGHAI, 3. September (Reuters) – China wird mehr Terminkontrakte, einschließlich eines Schiffsterminkontrakts, auf den Markt bringen und seine Bemühungen beschleunigen, mehr ausländische Investoren für den Handel auf seinem Terminmarkt zu gewinnen, teilte der Staatsrat oder das Kabinett am Freitag mit.
    China werde auch einen internationalen, auf Yuan lautenden Warenterminmarkt einrichten, hieß es in einer Erklärung zur Förderung von Handel und Investitionen in seinen Freihandelszonen.
    Die Ankündigung des Kabinetts erfolgt inmitten Chinas zunehmender Bemühungen, eine globale Macht bei der Rohstoffpreisbildung zu werden, wobei das Land nach und nach mehr Rohstoffderivatekontrakte für ausländische Teilnehmer für den Handel öffnet.
    Ausländische Unternehmen und Investoren haben derzeit nur begrenzten Zugang zu Chinas riesigen Rohstoffmärkten. Zu den Kontrakten, die ausländischen Händlern offenstehen, gehören Rohöl, Eisenerz, TSR 20-Kautschuk, schwefelarmes Heizöl und gebundenes Kupfer.
    „(China wird) die Einführung ausländischer Händler beschleunigen, einen internationalen Warenterminmarkt aufbauen, der in Renminbi bewertet und abgerechnet wird, und weitgehend repräsentative Terminpreise entwickeln, die inländische und ausländische Händler anerkennen und an denen sie teilnehmen werden“, heißt es in der Erklärung des Kabinetts.
    In der Erklärung heißt es auch, dass das Land Pilotprogramme zur Verbriefung von geistigen Eigentumsrechten in qualifizierten Freihandelszonen auf der Grundlage hochwertiger Patentportfolios von Industrien starten wird.
    Es wird auch qualifizierten Finanzierungsleasinggesellschaften in Freihandelszonen ermöglichen, sich im Rahmen des makroprudenziellen Rahmens für grenzüberschreitende Finanzierungen ausländische Schuldenquoten mit ihren Zweckgesellschaften (SPVs) zu teilen.


    https://www.reuters.com/world/…ading-cabinet-2021-09-03/

    Max Resource Reports 4.8% Copper and 51 g/t Silver Over 25-Metres at the New SP Target, CESAR North, NE Colombia


    Vancouver, British Columbia--(Newsfile Corp. - September 2, 2021) - MAX RESOURCE CORP. (TSXV: MXR) (OTC Pink: MXROF) (FSE: M1D2) ("Max" or the "Company") is pleased to report initial assay results for "SP", a new target located midway along the CESAR North 80-kilometre-long belt, in line with the four previous discoveries the URU, CONEJO, AMN and AMS zones, within the wholly-owned CESAR project in North Eastern Colombia (refer to Figures 1 and 2).
    Table 1. Rock sample results of 1.0% copper and above.

    CopperSilverWidthSample #
    4.8%51 g/t25-metre876502
    1.0%6 g/t25-metre876509
    6.3%47 g/t0.5-metre867233
    12.4%162 g/tfloat876130


    Presently, the SP target spans over 1.6-kilometres and is open in all directions. The reconnaissance composite grab sampling over 25-metres averaging 4.8% copper and 51 g/t silver is considered very significant, as is indicates the presence of a higher copper and silver grades within each 25-metre interval. This first pass sampling program is to be followed up with trenching and detailed chip channel sampling.
    "In 2021 alone, Max's in-country team have now identified three new copper-silver discoveries spanning along the CESAR North 80-kilometre-long belt, showing the importance of identifying the extent of the copper-silver rich mineralization," commented Max CEO, Brett Matich.
    "In addition to these new results, Max looks forward to reporting continued results from the CONEJO and URU zones located along the CESAR North 80-kilometre-long copper-silver belt," he continued.
    "World demand for copper continues to increase because it is the key metal for the green revolution's move to electric vehicles, solar, wind and clean power grid infrastructure. Combined with copper's declining reserve base, new discoveries of copper are essential to replace depleting reserves. The potential district-size of the CESAR discoveries positions Max to take advantage of the copper shortfalls," he concluded.
    Max interprets the sediment-hosted stratabound copper-silver mineralization in the Cesar basin to be analogous to both the Central African Copper Belt (CACB) to the south and the Polish Kupferschiefer to the north. Almost 50% of the copper known to exist in sediment-hosted deposits is contained in the CACB, including Ivanhoe Mines Ltd (TSX: IVN) 95-billion-pound Kamoa-Kakula copper deposits in the Congo.
    Kupferschiefer, the world's largest silver producer and Europe's largest copper source, is a mining orebody of 0.5 to 5.5-metres thick at depths of 500-metres, grading 1.49% copper and 48.6 g/t silver. The silver yield is almost twice the production of the world's second largest silver mine.
    Source: Central African Belt Descriptive models, grade-tonnage relations, and databases for the assessment of sediment-hosted copper deposits with emphasis on deposits in the Central Africa Copperbelt, Democratic Republic of the Congo and Zambia by USGS 2010. Kamoa-Kakula by OreWin March 2020. World Silver Survey 2020 and Kupferschiefer Deposits & Prospects in SW Poland, September 27, 2019. Max cautions investors that the presence of copper mineralization of the Central African Copper Belt and the Polish Kupferschiefer are not necessarily indicative of similar mineralization at CESAR.
    [Blockierte Grafik: https://orders.newsfilecorp.com/files/3834/95288_107b175504810918_002.jpg]

    Figure 1.
    SP copper-silver rich mineralization (876502)


    To view an enhanced version of Figure 1, please visit:
    https://www.maxresource.com/images/gallery/MXR_News_35.jpg
    [Blockierte Grafik: https://orders.newsfilecorp.com/files/3834/95288_107b175504810918_003.jpg]

    Figure 2.
    SP mineralized rock samples (876130 and 876233)


    To view an enhanced version of Figure 2, please visit:
    https://www.maxresource.com/images/gallery/MXR_News_36.jpg
    QUALITY ASSURANCE
    All CESAR rock chip samples are shipped to ALS Lab's sample preparation facility in Medellin, Columbia. Sample pulps are then sent to Lima, Peru, for analysis. All samples are analyzed using ALS procedure ME-MS41, a four-acid digestion with inductively coupled plasma finished. Over-limit copper and silver are determined by ALS procedure OG-62, a four-acid digestion with an atomic absorption spectroscopy finish. ALS Labs is independent from Max.
    Max uses standard chip and channel sampling where possible, but also relies on composite grab sampling. Max considers composite grab samples to be representative but cautions investors that individual grab samples can be selective and may not be representative of continuous mineralization at CESAR.
    QUALIFIED PERSON
    The Company's disclosure of a technical or scientific nature in this news release has been reviewed and approved by Tim Henneberry, P Geo (British Columbia), a member of the Max Resource Advisory Board, who serves as a qualified person under the definition of National Instrument 43:101.
    CESAR COPPER-SILVER PROJECT IN COLOMBIA - OVERVIEW
    CESAR lies along the copper-silver rich 200-kilometre-long Cesar Basin in northeastern Colombia. This region enjoys major infrastructure resulting from oil & gas and mining operations, including Cerrejon, the largest coal mine in Latin America, now held by global miner Glencore (refer to Figure 3).
    [Blockierte Grafik: https://orders.newsfilecorp.com/files/3834/95288_107b175504810918_004.jpg]

    Figure 3.
    CESAR Project location.


    To view an enhanced version of Figure 3, please visit:
    https://www.maxresource.com/images/gallery/MXR_News_37.jpg
    Due to the district-scale and copper-silver prospectivity of the Cesar Basin, Max has implemented a multi-faceted exploration program for 2021:
    Advanced Drill Core Analysis and Modelling: ongoing interpretation of seismic sections and analysis of historical drill holes are all being integrated into our structural modelling of the Cesar Basin, in collaboration with Ingeniería Geológica Universidad Nacional de Colombia ("IGUN") in Medellín (January 7, 2021 NR).
    Geochemical and Mineralogical: research programs by the University of Science and Technology ("AGH") of Krakow, Poland. AGH bring their extensive knowledge of KGHM's world renowned Kupferschiefer sediment-hosted copper-silver deposits in Poland to the CESAR project.
    Geophysical: Fathom Geophysics is interpreting seismic data, funded by the Company in collaboration with one of the world's leading copper producers.
    Proprietary Field Exploration & Techniques: Max's in-country exploration teams continue to target new copper-silver stratabound mineralized zones.

    • CESAR North 80-kilomtre-long-copper-silver zone:

      • In 2020, Max discovered both the copper-silver rich AMS (previously named AM South) zone and the AMN (previously named AM North) zone 40-km north, collectively spanning over 45-km², highlight values of 0.1 to 34.4% copper and 5 to 305 g/t silver over intervals ranging 0.1 to 25.0-metres;
      • In March 2021, Max's announced the CONEJO discovery, now spanning 3.2-km by 1.6-km and open in all directions. CONEJO returned values greater than 5.0% copper from 23 rock panels varying from 5.0m by 5.0m to 1.0m by 1.0m, 66 rock panel samples returned values over 1.0% copper (March 24, 2021 NR):

        • 12.5% copper + 84 g/t silver over 5.0-metre by 5.0-metre
        • 10.5% copper + 50 g/t silver over 3.0-metre by 2.0-metre
        • 10.4% copper + 95 g/t silver over 5.0-metre by 5.0-metre
        • 10.2% copper + 62 g/t silver over 5.0-metre by 5.0-metre
        • 10.0% copper + 80 g/t silver over 5.0-metre by 5.0-metre
        • 8.7% copper + 89 g/t silver over 5.0-metre by 5.0-metre
        • 8.4% copper + 60 g/t silver over 5.0-metre by 5.0-metre
        • 7.9% copper + 21 g/t silver over 5.0-metre by 5.0-metre
        • 7.7% copper + 84 g/t silver over 5.0-metre by 5.0-metre
        • 7.4% copper + 47 g/t silver over 5.0-metre by 5.0-metre


      • The 2021 URU discovery is located 30-km south of CONEJO, now expanded to 12-km² and open in all directions. URU appears to have major-scale potential; Thirteen rock samples over widths ranging from 10 to 25-metres returned values of 2.0% copper and above, thirty-seven returned values greater than 1.0% copper, with highlight values of 5.7 % copper and 37 g/t silver:

        • 4.3% copper and 8 g/t silver over widths of 10-metres
        • 3.9% copper and 7 g/t silver over widths of 10-metres
        • 3.6% copper and 12 g/t silver over widths of 10-metres
        • 3.0% copper and 6 g/t silver over widths of 10-metres
        • 3.0% copper and 37 g/t silver over widths of 10-metres


      • Late April 2021, Max identified the SP target, which lies along the mid portion of the CESAR North 80-km belt, in line with the four previous copper discoveries URU, CONEJO, AMN and AMS;
      • Exploration continues on the CONEJO and URU zones;
      • In addition, Max has initiated the process of mineral claim approvals and drill permitting;


    • CESAR West: Max has identified copper porphyry-style mineralization along a significant target zone.

    https://ceo.ca/@newsfile/max-r…8-copper-and-51-gt-silver

    COMPANY UPDATES FROM MANAGEMENT – WED 1 SEP, 2021


    AURCANA SILVER – UPDATES ON THE RESTART OF THE REVENUE VIRGINIUS MINE AND FIRST ORE THROUGH THE MILL

    Kevin Drover, President and CEO of Aurcana Silver (TSX.V:AUN – OTCQX:AUNFF) joins us to recap the news from Monday highlighting the progress of the restart of the Revenue Virginius Mine in Colorado. The news also announced that the first ore was through the mill.
    We recap the current scale of production, the outlined growth next year and in 2023. We also recap the 2018 Feasibility Study and the estimated economics of the mine.


    http://www.kereport.com/2021/0…rst-ore-through-the-mill/

    AUG 31, 2021


    RESULTS FOR THE YEAR ENDED 30 JUNE 2021 - SHORT FORM ANNOUNCEMENT


    Johannesburg. Tuesday, 31 August 2021.Harmony Gold Mining Company Limited is pleased to announce its financial and operating results for the year ended 30 June 2021 (FY21).

    • In Phase 2 of embedding a proactive safety culture focused on leadership and behaviour
    • Covid-19 vaccination drive protecting our employees
    • 66% increase in production profit to R12.0bn (US$777m) from R7.2bn (US$459m)
    • 1% increase in underground recovered grade to 5.51g/t from 5.45g/t
    • 26% increase in gold production to 47 755kg (1 535 352oz) from 37 863kg (1 217 323oz)
    • 19% increase in total mineral resources to 141.2Moz
    • 16% increase in total mineral reserves to 42.45Moz
    • 43% increase in revenue to R41 733m (US$2 710m) from R29 245m (US$1 867m)
    • 83% increase in operating free cash flow to R6.5bn (US$424m) from R3.6bn (US$228m)
    • 758% increase in net profit of R5.6bn (US$352m)192.168.142.35/HARMONY2020 from a loss of R850m (US$56m)
    • 60% reduction in net debt to R542m (US$38m) from R1 361m (US$79m)
    • Net debt to EBITDA at 0.1x from 0.2x
    • HEPS increased by 699% to 923 SA cents (60 US cents) from a comparative headline loss per share of 154 SA cents (10 US cents)
    • Interim dividend declared and paid during FY21 of 110 SA cents (7.7 US cents) per ordinary share (June 2020: nil)
    • Final dividend of 27 SA cents (approximately 1.8 US cents) per ordinary share declared (June 2020: nil)
    • 30MW in renewable energy to be rolled out in the first phase of our strategy to decarbonise.

    OPERATING RESULTS

    Year ended
    30 June 2021
    Year ended
    30 June 2020
    %
    change
    Gold producedKg47 755 37 863 26
    Oz1 535 352 1 217 323 26
    Underground gradeg/t5.51 5.45 1
    Gold price receivedR/kg851 045 735 569 16
    US$/oz1 719 1 461 18
    Cash operating costsR/kg600 592 553 513 (9)
    US$/oz1 213 1 099 (10)
    Total costs and capitalR/kg707 445 647 364 (9)
    US$/oz1 429 1 286 (11)
    All-in sustaining costsR/kg723 054651 356 (11)
    US$/oz1 460 1 293 (13)
    Production profitR million11 958 7 197 66
    US$ million777 459 69
    Average Exchange rateR:US$15.40 15.66 (2)


    FINANCIAL RESULTS

    Year ended
    30 June 2021
    Year ended
    30 June 2020
    %
    change
    Basic earnings/(loss) per shareSA cents919 (164)>100
    US cents58 (10)>100
    Headline earnings/(loss)R million5 575 (828)>100
    US$ million million362 (53)>100
    Headline earnings/(loss) per shareSA cents923 (154)>100
    US cents60 (10)>100


    FY22 group production and cost guidance
    Production guidance for FY22 is estimated to be between 1.547Moz and 1.630Moz at an all-in sustaining cost of between R765 000/kg to R800 000/kg. Underground recovered grade is planned to be about 5.40g/t to 5.57g/t.
    “We delivered a stellar set of full-year results as the resilience and determination shown throughout the company ensured we achieved our strategic objectives. We adapted to a changed environment in the face of the ongoing Covid-19 pandemic with the successful acquisition and integration of Mponeng and related assets reflecting in our numbers. This demonstrates how we have further transformed our earnings profile through the acquisition of high grade assets, while delivering on our strategy of safe, profitable ounces and increasing margins,” said chief executive officer, Peter Steenkamp.
    “Our re-engineered portfolio and deleveraged balance sheet will allow us to extract further value from our assets while at the same creating optionality for the business. As we continue on our growth strategy, we have identified substantial opportunities in our existing portfolio through exploration and brownfield projects which will extend the life of some of our larger and higher-grade assets, adding lower-risk, higher-margin ounces to Harmony's portfolio,” concluded Steenkamp.
    Notice of Final Gross Cash Dividend
    Our dividend declaration for the six months ended 30 June 2021 is as follows:
    Declaration of final gross cash ordinary dividend no. 90
    The Board has approved, and notice is hereby given, that a final gross cash dividend of 27 SA cents (US 1.8 cents*) per ordinary share in respect of the six months ended 30 June 2021, has been declared payable to the registered shareholders of Harmony on Monday, 18 October 2021.
    In accordance with paragraphs 11.17(a)(i) to (x) and 11.17(c) of the JSE Listings Requirements the following additional information is disclosed:

    • The dividend has been declared out of income reserves;
    • The local Dividend Withholding Tax rate is 20% (twenty percent);
    • The gross local dividend amount is 27.00000 SA cents (83423 cents*) per ordinary share for shareholders exempt from the Dividend Withholding Tax;
    • The net local dividend amount is 21.60000 SA cents per ordinary share for shareholders liable to pay the Dividend Withholding Tax;
    • Harmony currently has 616 052 197 ordinary shares in issue (which includes 5 941 462 treasury shares); and
    • Harmony’s income tax reference number is 9240/012/60/0.



    https://www.harmony.co.za/inve…e-30-june-2021-short-form

    29. August 2021, Silver Chartbook
    Silber ist eine echte Kaufkraft


    Sie werden mit finanziellen Begriffen und wirtschaftlichen und historischen Theorien bombardiert, die es noch schwerer machen, die Geheimnisse des Marktes zu entschlüsseln. Tatsächlich ist die Funktionsweise des Marktes nicht so schwer zu verstehen. Sie sind psychologischer Natur und regulieren sich, wenn sie in Ruhe gelassen werden, ziemlich effizient. Wir wollen damit sagen, dass der Markt ohne Einmischung von außen wie ein Hauch ist und die Preise steigen, seitwärts, abwärts, seitwärts und wieder steigen. Es ist ein Pendel von Durchschnitten zu Extremen und kehrt wieder zum Mittelwert zurück. Einmal eingegriffen, geraten die Dinge aus dem Gleichgewicht. Eine solche Einmischung war die Aufgabe des Goldstandards. Sie diente als Begrenzung der diskretionären Geldpolitik. Sie verhinderte Extreme, verhinderte, dass der Wirtschaft die Puste ausging. Jetzt ist Silber eine echte Kaufkraft .
    Was meinen wir damit? Wenn die Fiat-Währung nicht durch einen freien Markt, sondern durch die Einmischung der Politik, die versucht, einen Markt hauptsächlich durch Erzählung und Manipulation der Psyche der Marktteilnehmer zu mikromanagieren, eine regulierende Hand bekommt, sind Beschränkungen ausgeschlossen. Die menschliche Gier übernimmt die Oberhand, und schlimmer noch, das Ego suggeriert, dass wir eine Einheit wie den Markt mit einem so hohen Grad an Variablen kontrollieren können, dass jede Intervention bestenfalls Spekulation ist. Solche fehlgeschlagenen Bemühungen machen die Märkte normalerweise sauer.
    Für Sie bedeutet dies, dass unnatürliche Extreme am Werk sind, die Ihr Portfolio überproportional beeinflussen.
    Leicht wird eine Illusion geschaffen, um sich täuschen zu lassen, dass die monetären Gewinne auf dem Markt reichlich vorhanden sind. Die Realität ist jedoch, dass ein böses Erwachen garantiert ist, wenn Sie Ihre prozentualen Gewinne mit der tatsächlichen Kaufkraft dessen vergleichen, was Sie mit diesem Geld kaufen.
    Wenn man sich die monatlichen Ausgaben für Grundbedürfnisse wie Lebenshaltungskosten und Nahrung ansieht, ist es erstaunlich, warum diese Erzählung noch nicht in die Nachrichten gelangt ist. Wirklich ist, was Ihnen Edelmetalle wie Gold und Silber jetzt und in Zukunft kaufen . Ein Umdenken ist notwendig, um in realer Kaufkraft zu denken und nicht in prozentualen Zuwächsen bei Fiat-Währungsfortschritten.
    S&P 500 in US-Dollar, Wochenchart, zu sauber:
    [Blockierte Grafik: https://www.midastouch-consult…-of-August-28th-2021..png]
    S&P 500 Index in US-Dollar, Wochenchart vom 28. August 2021.
    Der Wochenchart des S&P 500 oben zeigt, wie unnatürlich das Wachstum des Aktienmarktes ist. Normalerweise werden Sie in einem sich selbst regulierenden Markt keine solche Aufräumdrift finden. Warum sollte sich der Wert all dieser Unternehmen in Zeiten der Wirtschaftskrise verdoppelt haben? Gedrucktes Geld, das direkt in den Markt fließt, hat den Indexwert in weniger als 18 Monaten mehr als verdoppelt? Wir würden dies eher einen Aufwärtscrash nennen, bei dem Ihre Kaufkraft an Wert verliert. Wir beobachten die untere grüne Linie des linearen Regressionskanals auf eine Preisverletzung. Dies wäre eine Bestätigung dafür, dass der Überschwang zu Ende gegangen ist, und ein frühes Anzeichen dafür, dass nach einem kurzen steilen Rückgang größere Zeitrahmen für Silbereintritte beobachtet werden können.



    Monatschart, Gold/Silber-Verhältnis, Bereit für einen zusätzlichen Schub:
    [Blockierte Grafik: https://www.midastouch-consult…-of-August-28th-2021..png]


    Gold/Silber-Ratio, Monatschart vom 28. August 2021.
    Ein weiterer Indikator, den wir im Auge haben, ist das Gold/Silber-Verhältnis. Wir traten in die frühen Stadien (orange Linie) eines Ratio-Niveaus ein, bei dem sich Silber drehen könnte. Folglich könnte Silber in Richtung Gold an Fahrt gewinnen. Sollten die Preise die rote Box erreichen, suchen wir aggressiv nach einem kleineren Zeitrahmen und risikoarmen Silber-Einstiegsplätzen.








    Silber in US-Dollar, Monats-Chart, Bullish zwischen den Linien:
    [Blockierte Grafik: https://www.midastouch-consult…-of-August-28th-2021..png]
    Silber in US-Dollar, Monatschart vom 28.08.2021.
    Ein monatlicher Blick auf Silber zeigt einen entscheidenden Ausbruch aus einer mehrjährigen Seitwärtsspanne. Nach einem Anstieg von 159% erschöpft, handelt Silber seit mehr als einem Jahr wieder innerhalb einer Spanne. Wir hatten zuerst einen Doppelboden, gefolgt von einem Doppelhoch, um die Range zu definieren, und gerade jetzt zeigte ein dreifacher Boden Stärke. Diese Stärke könnte sich als sehr bedeutend erweisen, wenn sie diesen Monat gehalten wird. Wir haben auch zwei wesentliche Details identifiziert. Zum einen zeigt die weiß gepunktete Linie höhere Tiefs auf den Bereichstiefs, was auf Stärke hinweist. Und zweitens kehrten die Preise nicht in Richtung des Mittelwerts (blaue Linie) zurück, was ebenfalls auf Richtungsstärke hindeutet.
    Silber in US-Dollar, Tageschart, Ein bullischer Ton:
    [Blockierte Grafik: https://www.midastouch-consult…-of-August-28th-2021..png]
    Silber in US-Dollar, Tages-Chart vom 28.08.2021.
    Wenn wir in den täglichen Zeitrahmen hineinzoomen, können wir sehen, dass wir nach dem starken Schlusskurs am Freitag in ein kurzfristiges, risikoarmes Aufstiegsfenster eingetreten sind. Bei einem Preis zwischen 24 US-Dollar und 24,50 US-Dollar wird der Preis nicht durch eine Unterstützungs-/Widerstandszone behindert. Zweitens können die Preise von einem fraktalen Volumenanalysepunkt (grünes Histogramm rechts neben dem Chart) auch zwischen den Preisen von 23,90 US-Dollar und 25,15 US-Dollar leichter steigen. Aus diesen Daten werden zwei Kanten abgeleitet. Eine deutliche Abwehr der niedrigen Spanne von 23 bis 24 US-Dollar wird ein starker Punkt für höhere Zeitrahmen sein, wenn dieser Monat über 24,25 US-Dollar schließt und die kommende Woche einen zinsbullischen Ton annimmt.
    Silber ist eine echte Kaufkraft:
    Vor genau 50 Jahren gab Richard Nixon den Goldstandard auf. Und die Gier hat den Markt wieder einmal fest im Griff. Wir finden, dass diese Extreme an der Börse nicht nachhaltig sind und Investitionen in den Edelmetallsektor eine umsichtige Absicherung für den Ausgleich Ihrer ECHTEN Kaufkraft darstellen. Wahrscheinlichkeiten sprechen gegen ein langfristiges Ergebnis, dass die menschliche Natur auf natürliche Weise zum Mittelwert zurückfindet. Es ist wahrscheinlicher, dass wir abstürzen wie in der Vergangenheit. Ein Szenario, das für viele, die auf gut orchestrierte Erzählungen vertrauten, zu einem bösen Erwachen führen kann. Die meisten folgen ihrer Intuition, an veralteten Paradigmen festzuhalten, während der Kauf von Versicherungen in Form von physischen Edelmetallanlagen die sicherste Wahl ist.


    https://www.midastouch-consult…s-a-real-purchasing-power

    27 Aug, 08:33


    Global: 7 reasons why Covid-19 could lead to an inflationary regime shift




    Market Phenomenology
    Article by Andreas Steno Larsen




    We have allowed ourselves to take a step back and look at why the Covid-19 crisis has changed the outcome space for global inflation. Inflationary risks are now larger than disinflationary risks for the first time in decades.
    From time to time, we like to take step back to look at the very structural outlook. Here are seven reasons why Covid-19 could lead to a structural shift in inflation in the Western economies. We are not certain that the base case has changed materially, but the distribution of potential outcomes has shifted to the right. There are fewer deflationary risk scenarios and more inflationary risk scenarios than before the Covid-19 crisis hit.


    We call it “the 7 D’s”.
    The first D: Delta
    Supply chains are still super distressed due to high restriction levels and the “Zero Covid” policy seen in particular in Asia. We have seen partial closedowns of the ports in Ningbo-Zhoushan (third-busiest worldwide), Yantian and Dalian due to Covid-19 outbreaks just over the summer. This has led to a bizarre and remarkable surge in the price of freight benchmarks rates, and as far as we can judge there is no political momentum whatsoever towards scrapping the zero tolerance policy. This likely means that supply chains will remain distressed for years ahead.
    Chart 1. The side-effect of a zero Covid policy in China. Freight rates go AAAAAAH!
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158693]
    Accordingly, delivery times are still worsening and this is now an issue both in the manufacturing and in the service sectors according to PMIs. You had better buy your Christmas presents early this year, if you want to be sure they arrive in time!
    Chart 2. Delivery times are still worsening
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158694]



    The second D: Dignity


    Dignity has been re-introduced into fiscal policy. Bailouts have been provided to practically every sector and household – in particular in the US, but also in Europe.
    This new fiscal regime, which we have labelled Oprahnomics, is a result of the demand crisis of 2008-2011. Politicians almost always calibrate the crisis response based on the lessons learned during the most recent crisis. In hindsight, it would have been a good idea to support demand via direct transfers in 2008-2009, which is why this has been the “weapon of choice” to underpin demand during the Covid-19 crisis. The thing is just that Covid 19 is clearly a supply-side crisis rather than a demand shock, but politicians treat it as a demand crisis. Just about everyone will continue to receive bailouts in coming years, even if it is not needed and hence you should expect the unfunded deficits to continue for years to come. Direct transfers are now permanent crisis instruments and will likely be put into use every time there is an economic setback.


    This is an inflationary game changer compared to the decade of stand-alone QE policies. The asset swap QE that has been in place as a perma-instrument since the great financial crisis is NOT inflationary on a stand-alone basis, but if it is used to ensure that funding costs remain low, while governments (the true currency issuer) increase the money stock flowing around in the real economy via large unfunded deficits, then we have an inflationary cocktail in place. This is not true MMT, but it looks MMT-like in practice.
    Chart 3. The combination of large-scaled QE and direct transfers / unfunded deficits is inflationary
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158695]

    The third D: De-globalisation
    If supply chain constraints remain a thing for years to come, it will likely also re-increase the incentives to move parts of the supply chain back closer to home soil. The lack of mobility likely also carries repercussions for labour markets where global mobility has been bombed back decades due to restriction levels and the subsequent practical obstacles of moving around. As an example just look at the foreign arrival data from Japan below. Global mobility is bombed back decades.
    Chart 4. Global mobility is bombed back decades
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158696]

    The fourth D: Dominance
    Low mobility paired with bizarre amounts of demand stimulus during a supply-side crisis has led to labour market dominance being turned upside down. Finally workers have the upper hand against employers again, which hasn't been the case for at least a couple of decades. Consequently, reported issues of job openings being hard to fill have reached all-time highs and while this issue may partially fade if the Covid-19 crisis dissipates, it will likely take years before we return to 2019 levels of mobility.
    Chart 5. Job openings are record hard to fill
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158697]
    If you want to ask your boss for a salary increase, do it this year! Just see how tricky it is to get skilled labour currently. The quit rate as percent of employed also hints of a rapid surge in true wage growth measures such as the ESI. Wage growth is coming to a town near you this autumn.
    Chart 6. Wage growth is coming!



    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158698]


    The fifth D: Disarray


    Rising prices of necessities lead to a snowball effect in political risk. Regime shifts are more likely to occur now due to rising prices, which could lead to increased disruptions in central production points. We note how the South African turmoil and resurgence of Taliban in Afghanistan coincided with the rapid increase in food prices over the past year, just as the Arab spring coincided with a similar increase in food prices in 2011.
    Chart 7. Rapidly rising food prices often coincide with regime shifts
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158699]
    The sixth D: Dollar
    China’s attempts to reservenize the Yuan may also structurally lead to less disinflation exporting by China compared to the most recent couple of decades. Given that China is constantly increasing its trade partner presence across the globe, it may also lead to a structurally stronger CNY and a structurally weaker USD. Even if this view is clearly against our tactical view, it may prove to be an important and lasting structural story.
    Chart 8. China is now the biggest trade partner for more and more countries. A strong CNY story
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158700]

    A potential early adoption of the digital renminbi by frontier and emerging markets may also open the door for a de-dollarisation and a yuanisation (Global: Bitcoin, the Chinese and the dollar) of the global economy.
    As China’s GDP and role in world trade continue to grow, it seems natural to expect that countries, especially its neighbouring countries, will to an increasing extent start to use China’s currency as both invoicing and financing currency. And if demand for China’s currency increases, the appetite for dollars will decrease, which – keeping everything else equal – will lead to a continued de-dollarisation in global FX reserves. A process that is already slowly in the making.
    The seventh D: Distribution
    The above conclusions have likely also led markets to reprice the outcome space of inflation over the coming decade. There are fewer deflationary risk scenarios and more inflationary risk scenarios than before the Covid-19 crisis hit. The fiscal side is back in action, meaning that both monetary policy and fiscal policy will be put into use should disinflationary forces re-enter the frame, which is a game changer for the left-hand-side tail (deflation) of the inflation outcome space, while the potential risk of overheating and labour market-fuelled wage spirals have increased the potential amount of outcomes in the right-hand-side tail (inflation) of the outcome space. The AIT regimes of the Fed (and partly the ECB) have also solidified this conclusion.


    Markets seem to acknowledge this as we have noted a much more resilient price action in 5y5y inflation expectations into a tapering scenario than what we e.g. saw in 2013/2014.


    We are not certain that an inflationary regime shift has happened, but the outcome space has certainly changed compared to pre-Covid. Prepare accordingly.
    Chart 9. No signs of a meltdown in inflation expectations despite a tapering scenario unfolding soon
    [Blockierte Grafik: https://corporate.nordea.com/api/research/image/158701]https://corporate.nordea.com/a…inflationary-regime-shift

    Bill Matlacks Große Gold und Basis Metall Produzenten Liste mit Earnings/per Share und Cash Flows leider keine aktualisierung seit Juni mehr.


    https://www.kitco.com/commenta…ts-ratings-estimates.html




    Metals & Mining Analysts' Ratings & Estimates - Juniors


    und hier eine Liste inkl. Large/Mid/small Cap Gold Produzentenund aus den Bereichen Eisenerz , Basismetalle , Royalty , Silber , PGE , Uran etc. leider ist die Liste vom April 2021 es läßt sich aber trotzdem noch gut vergleichen wenn keine großen externen Veränderungen eingetreten sind.




    https://www.kitco.com/commenta…ts-ratings-estimates.html