Beiträge von heron

  • Börsenweisheiten

    Legen Sie Ihr Geld nicht so an wie es Ihnen die Banken sagen, sondern so wie die Banken es für sich selber machen. :]


    Jack Welch, General Electric


    VG heron

  • Gold und Silber... Informationen und Vermutungen I

    New York (Platts)--14Mar2007


    Zitat: Merrill Lynch has increased its forecast for the annual average price of gold to $675/oz from $650/oz in 2008; to $650/oz from $625/oz in 2009; and to $625/oz from $600/oz in 2010....Merrill Lynch has also increased its 2007 silver price forecast from $13.00/oz to $13.75/oz. "Also, we are increasing our 2008, 2009 & 2010 forecasts from $12.00/oz to $13.00/oz, $11.00/oz to $12.00/oz and $10.00/oz to $11.00/oz," respectively, said the report. "We are maintaining our long-term silver price of $10.00/oz."


    VG heron

  • Silber Companies - Liste und Neues

    Tom Szabo gestern:


    ...Finally, I wanted to mention that several silver stocks are currently either good bargains or seriously lagging their peers depending on your perspective. Among these are Silver Quest, which has just taken an eerily similar fall to Oremex although for different reasons. Regardless, both these companies continue to have similar risks and opportunities as they had at a share price of $C0.70 with the major difference being that their market caps have been almost cut in half in a matter of days. Still, they both have interesting, potentially very valuable property holdings, management and experience which have been discounted to nearly zero by the market. Further downside is certainly possible in both cases but I should note that neither appears desperate for near-term financing and therefore the risk of substantial dilution is only moderate. Meanwhile, valuation as a shell company doesn't lie very much lower: even if we forget about existing projects, it wouldn't take much of a new property acquisition to justify the current price level. Plenty of resource companies trade at a higher valuation with only moose pastures in their project portfolios. I own positions in both these stocks as part of my high risk, speculative holdings with a very long term (3 years plus) investment horizon, and I am considering adding at these prices (I had lightened and consolidated some of my holdings a few weeks back as per my daily commentary at that time).


    There are other silver stocks to look at as well, such as Great Panther which fell below $C2.00 today apparently on to-be-expected production worries and new shares coming to market from warrant exercises and past financings. Another one is Bear Creek Mining, where some warrant exercises in January of this year likely contributed to share supply and merely "positive" -- but not spectacular -- drill results have failed to maintain the extreme level of investor attention seen late last year. Yet both these companies have more going for them today than they did at prices 30% or more higher than current levels. Again, I have positions in both and may look to add around current levels. Among silver stocks with significant base metal exposure, these two are among a select group I own -- even though they are not focused on predominantly gold-silver projects, I believe the circumstances still make these stocks "special".


    VG heron

  • Gold und Silber... Informationen und Vermutungen I

    Artikel von Stewart Bailey


    ...Gold production fell 7.5 percent to 8.85 million ounces, following a 13.1 percent drop the previous year...


    South Africa, with production of 300 tons, or 9.6 million ounces in 2005, led Australia's 254 tons and the U.S. with 250 tons, according to the latest figures available from the U.S. Geological Survey. Each had declining production that year.


    South Africa's output may drop to 240 tons in 2007 and fall every year until 2010 when it will ``reach a plateau'' as new production replaces dwindling output from older mines, said Credit Suisse Standard Securities analyst David Davis.


    The decline will be mirrored in other large gold-producing nations as companies struggle to replace the gold they produce with new reserves of the metal, he added.


    ``The survival of the gold industry depends heavily on the replacement of reserves ,'' Davis, South Africa's top-rated gold analyst according to an annual survey by Financial Mail magazine, said in an interview from Johannesburg. ``That just hasn't happened fast enough in South Africa, or in the U.S.''


    VG heron

  • Gold und Silber... Informationen und Vermutungen I

    Gold: Rich Country, Poor Country von John Ing
    ...
    We expect gold to surpass its May peak at $731, when hedge funds and commodities funds steam-rolled into commodities. In our view, gold has broken out from the $645 level and appears poised to retest the May high on its way to $1,000 an ounce this year.
    ...
    Gold will continue to rise as long as the United States continues to debase its currency. When George W. Bush was inaugurated as President in 2001, the price of gold was $265. Six years later, the price broke through $650. That means the dollar has been devalued in terms of gold by almost 60 percent in almost six years . America's failure to address its growing reliance on cheap money and cheap oil has created systemic risks and economic dependence inconsistent with its super-power status. A dollar collapse is inevitable. Gold's bull market has only just begun.


    VG heron

  • Silber Companies - Liste und Neues

    UC Resources and Spider Resources announce the signing of a Letter of Intent (LOI), regarding a four year exploration program on the McFauld’s Lake volcanic-hosted massive sulphide (“VMS”) project, located in northern Ontario in the James Bay Lowlands, held by Spider and its joint venture partner, KWG Resources Inc.. This LOI confirms the terms and conditions on which UC, will have an option to earn-in to an up to 55% undivided interest in the McFauld’s Lake project, which is currently owned, as to an undivided 50% interest, by each of Spider and KWG...

  • SILBER : Märkte und Informationen

    Artikel von Lawrence Williams


    (...)
    Was there any logic behind the falls? Not really but maybe! The Shanghai market, which had been rising at an unsustainable rate, was almost certainly due a correction. But whether Western markets should logically have followed it down is definitely debatable. Whether gold and silver should have followed suit is even harder to understand. ?(
    (...)
    So does this signify a buying opportunity. Logic says yes. :)
    (...)
    I would personally expect markets and metals prices to recover rather rapidly – the only problem being that if the market is that easily spooked then similar large corrections could happen at any time. But these may all be buying opportunities for those who have missed the earlier runups – particularly for those base metals mining stocks which fall back. Until fundamentals change, markets should keep moving up overall. The key is to spot a true change in pattern occurring before the bear-oriented lemmings take control again...


    VG heron

  • Macmin Silver Ltd. WKN 897 010 AU000000MMN6 MMN

    Macmin has been advised today by the EPA that a further extension of time, until May 4, 2007, is required to complete documentation on the Non-Standard Environmental Authority (EA) for the Twin Hills Mining Lease. ?(
    ...
    Macmin has previously stated that the Company has not been made aware by the EPA of any further requirements for information or data to complete the EA document. We acknowledge that delays are a symptom of the high level of activity in the industry at present, which is straining the human resources of all industry participants.


    http://www.macmin.com.au/2007Announcements.html#mar05