Beiträge von Sorgenfrei

Zitat von Real de Catorce

War and Peace - Zoltan Pozsar - 2023-01-06
Quelle

saludos

What does all this mean for one’s portfolio and the price of various instruments:
1. 60/40 won’t cut it anymore and should be 20/40/20/20 instead, with the weights representing cash, stocks, bonds, and commodities.

2. Cash, while the curve remains inverted, is “king”. It provides a nice yield, has no duration risk, and, as Warren Buffet said, it has an option value.

3. Commodities should include three types of gold: yellow, black, and white.
Yellow gold is gold bars. Black gold is oil. White gold is lithium for EVs.

4. Commodities should also include a range of other stuff like copper,
cobalt, et cetera, and the general theme driving commodities is that...

5. ...after years of underinvestment, supply became extraordinarily tight,
just as we re-arm, re-shore, re-stock, and re-wire the grid (see here).

6. The U.S. dollar won’t be de-throned overnight...

7. ...but on the margin, de-dollarization and digitization (CBDCs) by BRICS+
central banks will reduce dollar dominance and demand for Treasuries.

8. The dollar’s strength or weakness should be thought of in the context
of the four prices of money (that is, par, interest, FX, and the price level):

9. The U.S. dollar will remain “FX” strong versus other DM currencies...

10. ...but will be become “price level” weak (that is, outright devalue)
versus commodities and “FX” weak versus most BRICs currencies...
...which will guarantee plenty of volatility in all four prices of money this decade.
Good luck in 2023 and beyond

G Mining Ventures Files Preliminary Base Shelf Prospectus
https://www.newswire.ca/news-r…prospectus-874496315.html
BROSSARD, QC, Jan. 6, 2023 /CNW Telbec/ - G Mining Ventures Corp. ("GMIN" or the "Corporation") (TSXV: GMIN) (OTCQX: GMINF) is pleased to announce that it has filed a preliminary short form base shelf prospectus with the securities regulators in each province and territory of Canada. When made final or effective, this filing will allow the Corporation and/or selling security holders to make offerings of common shares (including by way of an "at-the-market distribution" in accordance with applicable securities laws), preferred shares, subscription receipts, warrants, debt securities, units or any combination thereof for up to a maximum amount of C$500 million during the 25-month period over which the base shelf prospectus is effective.

The Corporation has filed this preliminary base shelf prospectus in order to have greater financial flexibility going forward but has no immediate plans to issue any securities under it at this time, and may never proceed with any such issuance. Should the Corporation and/or selling security holders decide to offer securities during the 25-month effective period, the specific terms, including the use of proceeds, will be set forth in a prospectus supplement to the final base shelf prospectus, which will be filed with the applicable Canadian securities regulatory authorities.

MAVERIX ANNOUNCES EXTENSION TO DEADLINE TO ELECT FORM OF CONSIDERATION

https://www.prnewswire.com/new…sideration-301715904.html

VANCOUVER, BC, Jan. 6, 2023 /CNW/ - Maverix Metals Inc. ("Maverix" or the "Company") (NYSE: MMX) (TSX: MMX) is announcing that as a result of minor delays in materials being received during the holiday season and at the request of the Depository Trust and Clearing Corporation ("DTCC") the deadline for shareholders to elect to receive either "all cash" or "all shares" as their form of consideration under the Plan of Agreement (the "Arrangement") involving Maverix and Triple Flag Precious Metals Corp. ("Triple Flag") has been extended to 5:00 p.m. (Toronto time) on January 11, 2023 (the "Election Deadline").

Pursuant to the terms of the Arrangement, shareholders of Maverix may elect to receive either US$3.92 in cash or 0.360 of a common share of Triple Flag per Maverix share held (the "Consideration"). The shareholder election is subject to pro-ration such that the cash consideration will not exceed 15% of the total consideration and the share consideration will not exceed 85% of the total consideration. Maverix shareholders who do not elect to receive either all Triple Flag shares or all cash by the Election Deadline will be deemed to have elected the default consideration of 0.360 of a Triple Flag share per Maverix share held. In agreement with Triple Flag, Maverix has now extended the deadline for shareholders to make their election as to the form of Consideration they would like to receive to 5:00 p.m. (Toronto time) on January 11, 2023.

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Zitat von ShiningGold

So schwurbeln sich die größten #ichhabmitgemacht Hetzer raus.....
(hier Kretschmer)

https://twitter.com/i/status/1611086302468014080

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Royal Gold Announces Acquisition of Additional Royalty Interests on the World-Class Cortez Gold Complex in Nevada and Outlines Simplified Approach to Describing Royal Gold’s Multiple Royalty Interests at Cortez

https://www.businesswire.com/news/home/20230105005259/en/

DENVER--(BUSINESS WIRE)--Royal Gold, Inc. (NASDAQ: RGLD) (together with its subsidiaries, “Royal Gold” or the “Company,” “we” or “our”) announced today that its wholly owned subsidiary, RG Royalties, LLC, has acquired two portions of a gross smelter return royalty (the “Idaho Royalty”) that together cover a large area including the Cortez mine operational area and the entirety of the Fourmile development project in Nevada (the “Cortez Complex”) from certain holders who are successors in interest to Idaho Mining Corporation for cash consideration of $204.1 million. The area within the Cortez Complex is owned or controlled by Nevada Gold Mines LLC (“NGM”), a joint venture between Barrick Gold Corporation (“Barrick”) (61.5% owner and operator) and Newmont Corporation (“Newmont”) (38.5% owner), with the exception of the Fourmile development project which is 100% owned and operated by Barrick.

“With this transaction we have further consolidated our royalty position at the world-class Cortez Complex,” commented Bill Heissenbuttel, President and CEO of Royal Gold. “Cortez is a cornerstone asset for Royal Gold and this acquisition increases and expands our interest at one of the world’s most prolific gold mines, which is operated by two of the leading companies in the gold business. We have consistently worked to enhance and extend the average life of the Royal Gold portfolio and this transaction again demonstrates our successful execution of this long-term strategy.”

Zitat von Centurion

Sorry, das liegt an der Übersetzung. Im Original steht 21,800 toz gold. Das ist natürlich ein Unterschied.

...richtig muss es heißen: 21.800 oz Gold usw. (zu viele t`s im Originaltext)

EAGLE PLAINS ANNOUNCES THE SIGNING OF A LETTER OF INTENT TO SPIN-OUT CERTAIN ROYALTY ASSETS

https://www.eagleplains.com/ne…ut-certain-royalty-assets

Cranbrook, B.C., January 4th, 2023: Eagle Plains Resources Ltd. (TSX-V:EPL) ("EPL" or "Eagle Plains") is pleased to announce that it has entered into a non-binding letter of intent with 1386884 BC Ltd. ("138") dated January 4th, 2023 whereby, among other things: (i) EPL plans to transfer a majority of its portfolio of royalty interests (the "Royalties") to its wholly-owned subsidiary, Eagle Royalties Ltd. ("ER" or "Eagle Royalties") in exchange for certain shares of Eagle Royalties (the "Spin-out Shares"); (ii) 138 intends to complete an initial seed round of financing and a second round of financing for gross proceeds of approximately $3,000,000 (the "Private Placement Financing"); and (ii) thereafter, 138 expects to amalgamate with ER on a one-for-one basis creating a resulting entity under the name "Eagle Royalties Ltd." that will hold all of the Royalties (collectively, the "Proposed Transaction").
Concurrent with the completion of the Proposed Transaction, Eagle Royalties plans to apply for a public listing of its shares on the Canadian Securities Exchange ("CSE").

https://www.eagleroyalties.com/royalties

Zitat von silberdigger

na bei den 21.800 Tonnen Gold pro Jahr bin ich dabei !!!!?

VARES SILVER PROJECT
DEFINITIVE FEASIBILITY STUDY

https://www.adriaticmetals.com…ar-presentation-final.pdf

MAVERIX RECEIVES POSITIVE RECOMMENDATIONS FROM PROXY ADVISORS - INSTITUTIONAL SHAREHOLDER SERVICES INC. AND GLASS LEWIS & CO., LLC
https://www.newswire.ca/news-r…amp-co-llc-834388399.html

Orea Receives Government Approvals and Signs Definitive Agreement to Close Acquisition of 100% of 5 million Ounce Montagne d'Or Gold Deposit
https://www.newswire.ca/news-r…ld-deposit-889405222.html

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https://www.investi.com.au/api…ents/adt/0b09dd2d-d51.pdf

Für Corona gibt es nur eine Antwort: 3U
...ungetestet
...ungeimpft
...unbeugsam

Cariboohoo
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So, according to ODV this evening, Cariboo Phase 1 will contribute around of a third of the money ODV needs to build Phase 2 and they’ll need to raise another C$300m before the larger, second stage is built. Or in plain English, The apparent low entry capex of Cariboo “Phase 1” is marketing nonsense, utter bunkum and an exercise in mathemetical sequin throwing to make you believe this project is a good bet for your money in 2023. Mais au contraire, BBA Engineering, both you and I know this Phase 1 ruse you’ve cooked up in cahoots with Jabba is a large crock of gold coloured excrement so, for the rest of us, here’s the bottom line: Unless you’re Osisko Gold Royalties and hanging on that juicy 5% NSR, there’s no point in getting involved before 2027.

Sprott: AUM Close To Peak Levels, Which Is Far From Reflected In The Stock

https://seekingalpha.com/artic…-reflected-in-stock-price

Summary

• AUM in Q4-22 is estimated to have almost reached the peak level seen in Q1-22, primarily due to a recovery in precious metals prices and healthy inflows throughout the year.

• I view the ongoing inflows to the trusts as a competitive advantage, where the inflows continue to build AUM and grow earnings over time.
• The valuation is relatively attractive when we consider the dividend yield and impressive growth history of the company.

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Zitat von Geldadel

Silber, vierteljährlich

Dieser seit langem bestehende Silber Roadmap Chart zeigt weiterhin den Weg. Es hat jetzt einen perfekten Backtest mit einer zinsbullischen Umkehrkerze, gefolgt von einer aktuellen zinsbullischen engulfing Kerze.

Bullenpreis Ziel 370, aber könnte kurzzeitig doppelt so hoch gehen in parabolische Bewegung am Ende des Bullenmarktes.

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Quelle: https://twitter.com/graddhybpc/status/1599693472964874240

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