Beiträge von Zucchero

    Ich vermute, dass sich nodollar u.a. auf diesen Artikel bezog:



    “The gold market here is getting crazy. I tried to buy a kilo [32.15 troy ounces, or about $23,000] last week. I went to five gold shops. Four of the five were too busy to serve me. The fifth one sold me a kilo, but I had to spend four hours in the shop before they could secure the purchase and arrange delivery to my bank.”



    Quelle: http://www.moneyandmarkets.com….asp?rls_id=287&cat_id=6&



    Grüße,
    Zucchero

    "Jeden Tag sterben 3000 Menschen an Malaria - eine Krankheit, die vor allem Kinder und Mütter trifft und für die westliche Pharmaindustrie kein rentables Geschäft ist“, sagt Bernd Pastors, Vorstand der action medeor."


    Quelle: http://www.campus-med.de/index…21775&quelle=news+aktuell



    "In Deutschland erkranken pro Jahr rund 800 bis 1000 Menschen daran, 4 bis 5 davon sterben"


    Quelle: http://krankenkassenratgeber.com/news/8097


    Grüße,
    Zucchero

    The outlook calls for a very active 2006 season, with 13-16 named storms, 8-10 hurricanes, and 4-6 major hurricanes. The likely range of the ACE index is 135%-205% of the median. This prediction indicates a continuation of above-normal activity that began in 1995. However, we do not currently expect a repeat of last year’s record season.


    Quelle: http://www.cpc.ncep.noaa.gov/p…/outlooks/hurricane.shtml

    Alle warten gespannt auf die Hurricane-Prognose für 2006. Egal, wie sie ausfällt - sie kann, aber muss nicht die weitere Richtung im Erdgaspreis bestimmen. Mein Verdacht: 2006 wird´s deutlich weniger tropische Wirbelstürme geben als in der Saison 2005 und keine Schäden an den Oil- and Gas-Rigs vor der Küste von Texas und Louisiana. Das ist nur eine Vermutung - in Kürze wissen wir mehr:


    NOAA will announce 2006 Atlantic Hurricane Season Outlook on Monday, May 22 at 11:00 AM EDT.


    http://www.noaa.gov/
    http://www.nhc.noaa.gov/



    Grüße,
    Zucchero

    Gern geschehen Edel Man,


    einen Link habe ich gerade noch gefunden:


    Syntroleum (Nasdaq: SYNM): ist nach eigenen Angaben "a recognized force in the gas-to-liquids (GTL) industry and is one of the most vocal about introducing the possibilities of commercial GTL and coal-to-liquids (CTL) technology to the world."


    2yr-chart:
    http://finance.yahoo.com/q/ta?…&l=off&z=l&q=c&p=&a=,v&c=
    Firma hat im Oktober 2005 enttäuschende Zahlen gemeldet.


    Grüße,
    Zucchero

    Synthetische Kraftstoffe aus der überreichlich vorhandenen Kohle zu gewinnen, ist eine aussichtsreiche Sache.


    Technologisch keine schlechte Wahl: die GEA Group
    http://www.geagroup.com/de/seg…nt_engineering/index.html


    Teil der an der Börse gehandelten GEA Group ist Lurgi:
    http://www.lurgi.de/website/index.php?id=38&L=0


    Coal-to-liquids auch bei der amerikanischen Rentech:
    http://www.rentechinc.com/


    "We operate the world's only coal based synthetic fuels facility": Sasol
    http://www.sasol.com


    Grüße,
    Zucchero

    Hallo ans Forum!


    Der seit dem 28. April handelbare Silber-ETF soll ja langfristig - wegen der Hinterlegung durch physisches Silber - für steigende Silbernotierungen sorgen.


    Was aber, wenn die Anteilseigner der ersten Stunde, die also seit dem 28. April bei Preisen über 128,70 USD in den Fonds eingestiegen sind, unter Wasser gedrückt werden? Welche Konsequenzen würde eine mögliche Verkaufswelle im Silber-ETF auf den Silbermarkt haben?


    Bitte um eure Meinungen!
    Danke,
    Zucchero


    Der 3-Monatschart des Silber-ETF:
    http://finance.yahoo.com/q/bc?s=SLV&t=3m&l=on&z=m&q=c&c=


    Der Silber-Juli-Future in New York:
    http://www.futuresource.com/ch…=CANDLE&st=RSI%2814%29%3B

    Gold and silver rally will end
    By Richard Milne
    Published: May 10 2006 20:44 | Last updated: May 10 2006 20:44


    The bubble-like levels of gold and silver prices cannot be sustained, according to the head of the world’s largest precious metals trader, as bullion surged through the $700 a troy ounce mark for the first time in 25 years.


    But Helmut Eschwey, chief executive of Heraeus, a family-owned German trading and technology group, said prices in platinum and some rarer precious metals, all at or near record highs, were justified by demand and low stock levels.


    “The rally has been enormous [but] it can’t go on forever,” he told the Financial Times. “Silver will be the first to fall. Gold will not last at this level. It is different with platinum because there is industrial need.”


    His comments carry weight because Heraeus, based just outside Frankfurt, has been in the precious metals business for more than 150 years and makes annual revenues of about €7bn from trading.


    It is also unusual in that it has positions in all parts of the metal cycle, from refining and recycling to making products for industries such as automotive, semiconductors and telecommunications.


    The group also has divisions making sensors for the steel industry, dental products, optical fibres and specialist lighting.


    Gold prices have risen from $600 an ounce in the past month and by more than 250 per cent in the past five years, while silver and platinum have recorded strong gains.


    Speculators such as hedge funds have been blamed for a large part of the rises and Mr Eschwey said he thought, by jumping on a bandwagon, that they had had an effect.


    He said it was “impossible to predict” when the bubble would burst for silver and gold but that it would take place. The situation is clouded because industrial buyers are trying to put back their purchases of precious metals but cannot do so forever and are starting to buy at the record levels.


    The easiest way to prick the bubble would be for central banks to release some of their huge holdings in gold, Mr Eschwey said.


    “There is a big stock in gold; there is none in platinum,” he added, justifying his belief that platinum prices will stay strong. “I believe in the long run there will be a shortage of platinum.”


    The metal is predominantly used in the production of catalysts for cars and other devices as well as jewellery.


    As a privately-owned company with 188 family shareholders, Heraeus, which trades from Hanau in Germany, New York and Hong Kong, is careful to monitor risks when it trades and closes each of its positions every night.


    “Our business model is defined in a way that we have no price risk and a high stability in earnings,” Mr Eschwey said.


    Quelle:
    http://news.ft.com/cms/s/c404c…da-9e82-0000779e2340.html


    Tageschart Juli-Kontrakt New York:
    http://www.futuresource.com/ch…=CANDLE&st=RSI%2814%29%3B


    Grüße
    Zucchero

    Mit folgenden Worten wird Warren Buffett in einer südafrikanischen Publikation zitiert:


    “Any asset class that moves will attract speculative attention. Once price history develops, envy takes over. Eyes of the world never looked at silver when the price was $1,20. Everyone is interested now that it is near a $50 peak.”


    Quelle: http://www.moneyweb.co.za/spec…shire_hathaway/299181.htm


    Langfristiger Chart:
    http://www.futuresource.com/ch…0x550&d=HIGH&b=CANDLE&st=


    Meine Fragen:


    Wann stand die Unze Silber zuletzt bei 1,20 USD?


    Warum glaubt Buffett, dass wir derzeit nahe eines 50 USD Hochs seien? Soll es vielleicht 15 heißen? Aber 15 USD sind doch kein Peak.


    Grüße,
    ratloser Zucchero

    Für die Sonntagsredaktionen der deutschsprachigen Wirtschafts- und Finanzpresse ist diese immerhin fast 20 Stunden alte Nachricht ein „Non-Event“. Ich musste selbst in der amerikanischen Online-Presse eine Zeit lang googlen, um endlich zu Buffetts Aussagen bezüglich seines Silbers zu gelangen. Dieses mangelnde öffentliche Interesse ist doch ein gutes Zeichen dafür, dass Silber mittel- und langfristig auf Kurs ist.


    Superinvestor Warren Buffett hat also die Rally im Silber verpennt ("I bought it very early, I sold it very early"). Das heißt nicht, dass die fundamental begründete Rally mittel- und langfristig beendet ist. Auch jemand wie Buffett kocht nur mit Wasser. Auch jemand wie Buffett zieht mal eine Niete.


    Wenn Buffett als Groß-Verkäufer nun nicht mehr in Frage kommt, woher soll der Verkaufsdruck kommen, der Silber in die Knie zwingen soll? Von Gates? Von Soros? Möglich. Um mit einem Wort aus der Aktienwelt zu antworten: Der Streubesitz an physischem Silber, die Aufteilung von Barren und Anlagemünzen in viele, viele Hände, nimmt doch stetig zu – nicht zuletzt dank der Existenz dieses Forums. Das sollte doch einen großen Sell-Off unmöglich machen, oder?


    Nur ein paar Gedanken. Ich habe keine Ahnung, wie am Montag die Terminmärkte reagieren werden.


    Grüße,
    Zucchero

    Falls die URL des amerikanischen Reuters-Artikels irgendwann verschwinden sollte (wie das bei Nachrichtenseiten eben so ist), hier ein Link zum bookmarken:


    http://news.google.de/news?hl=…ie=UTF-8&q=buffett+silver


    Der Artikel von MSNBC enthält eine überraschende Aussage Buffetts:


    (...) He added that Berkshire had not benefited from the sharp rise in silver prices, despite at one time owning a lot of the metal.


    "I bought it very early, I sold it very early. Other than that it was perfect," he joked. (...)


    Quelle: http://msnbc.msn.com/id/12665304/


    Grüße,
    Zucchero

    Quelle des folgenden Artikels:
    [URL=http://today.reuters.com/investing/financeArticle.aspx?type=mergersNews&storyID=2006-05-06T215336Z_01_N06222878_RTRIDST_0_FINANCIAL-BUFFETT-COMMODITIES.XML]


    Buffett sees market speculation in commodities
    Sat May 6, 2006 5:53 PM ET
    Printer Friendly | Email Article | Reprints | RSS


    OMAHA, Neb., May 6 (Reuters) - Berkshire Hathaway Inc. Chairman Warren Buffett said on Saturday that he thinks there has been market speculation in commodities such as copper, and also said that he no longer has a holding in the metal silver.


    "We had a lot of silver at one time but we don't have it now," Buffett said, speaking at Berkshire Hathaway's (BRKa.N: Quote, Profile, Research) (BRKb.N: Quote, Profile, Research) annual meeting.


    Silver hit a 23-year peak of $14.68 two weeks ago.


    Commenting on the commodities market in general, Buffett said: "What the wise man does at beginning, the fool does in the end... any asset that has a big move based on fundamentals will attract speculators..."


    He said his guess was that a lot of activity in "something like copper is speculative on both sides of the market -- you are looking at a market that's responding more to speculative than fundamental forces."


    Copper hit a new record high on Friday as a strong advance that has sent prices flying up by more than 75 percent so far this year pulled more money into the market.