Ja, bisserl unübersichtlich, weil er packt auch immer einen großen Australien Überblick hinein, weil er nur vierteljährlich schreibt.
Zum Uran: für mich die kernaussage von ihm: wenn der hype abflacht, deht viel geld in Gold/GM.
Hier noch ein Auszug vom 9.1.05. Da war Gold grad am Fallen und trotzdem sein Ausblick im letzten Absatz: Etwas "konkreter"!
"MY EARLY 2005 WATCHLIST
I am following the companies and projects listed below. It should be noted that these are not recommendations to buy or sell the stocks, however they could be used as a guide to undertaking further research.
Ramelius Resources (RMS) (nickel, gold) Hilditch Nickel Project WA, Wattle Dam and Black Cat Gold Resources.
Universal Resources (URL) (copper, gold, zinc, lead) Under takeover from CopperCo for the Roseby gold-copper resource in Queensland.
Malachite (MAR) (silver, gold, tin, copper) Silver JV projects with Macmin (Boonoo Boonoo, Rivertree), Tooloom Gold Project, Copperfield Copper Project, Elsmore Tin-Silver Project.
Compass Resources (CMR) (copper, cobalt, lead, nickel, gold) Browns oxide and sulphide resources in the NT.
PlatSearch (PTS) (zinc, lead, silver, gold, copper, mineral sands, uranium) Base metals projects in the Curnamona and Gawler Cratons, SA projects prospective for uranium.
The Philippines Now that Friedland has made his first move and the Government is working diligently to attract overseas investment could this heavily mineralised country shape up as one of the hottest exploration destinations on the planet?
Sandfire Resources (SFR) (zinc, lead, copper) High risk/high reward exploration in potential new mineral provinces. (Their first major exploration program was hampered with drilling problems where many holes failed to reach their targets)
Herald Resources (HER) (zinc, lead, gold) Bankable Feasibility Study (BFS) due shortly on the Dairi high-grade zinc-lead project in Nth Sumatra.
Jaguar Minerals (JAG) (gold, copper, tin, nickel) Gold exploration at Kintore, Balfour Tin-Copper Project in Tasmania.
Tri-Origin Minerals (TRO) (gold, silver, zinc) Lewis Ponds gold-silver-zinc project in NSW and some stability in terms of management. (These issues appeared to delay the company's progress)
Jabiru Metals (JML) (zinc, copper, silver) Pending release of the company's BFS based on the Jaguar zinc-copper-silver deposit in WA.
Paradigm Gold (PDM) (gold, copper,) PDM has been one of the worst performing junior resource stocks of 2004. Major interest at Lighthouse Gully in QLD, and Brown Mountain in NSW.
Arafura Resources (ARU) (Gold, REE/Phosphate, uranium) Gold exploration/moves towards development at Mt Porter/Frances Creek with initial exploration at Kurinelli. Longer-term focus is the Nolans Bore REE/Phosphate project in the NT.
Golden Cross Resources (GCR) (gold, silver-barite, zinc, lead) Major exploration push underway with five projects to be drilled in the December 2004-January 2005 period.
The start to 2005 no doubt has been seriously affected by the tragedy in SE Asia and the sheer scale of the loss of life, property and livelihoods. For investors in the precious metals sector the decline in the gold and silver price has contributed to another bout of anxiety that gripped many during the Australian tax loss-selling period of June 2004. The share price declines thus far have been negligible in some cases and shareholder bases have been gradually replaced with those prepared to ride out the current weakness with a view to building their positions. It is during the next leg up that the weak hands will again enter and one would expect a dramatic increase in volatility.
I consider myself to be a "value" investor and provide advice to clients with the strategy of buying assets cheaply then simply waiting for the market to catch on. A company may have the greatest exploration project in the country, however if the fact is too well known the chances are your paying for considerable blue sky and the risk factor increases dramatically.
If anyone is terribly concerned that the economic situation has suddenly changed they should read the lyrics to "The Underwear Goes Inside The Pants" by Lazyboy. Whilst parts are offensive I think it captures the economic outlook perfectly for the US and countries with similar lifestyles and social issues. Silver bugs would be pleased to find out that the Mexican people have voted themselves the happiest people on earth.
Thus far 2005 has been a miserable start for humanity in general and looking at the bigger picture the fact that the USD bulls have gone one up on the gold and silver bugs does not mean that the opportunities to make windfall gains are going to evaporate overnight. For those that did not experience the Nasdaq Boom I can say that this corrective phase we are experiencing now in the precious metals arena is nothing more than a slap in the face designed to either throw you out of your investments are at the very least cause you to doubt your own capabilities when it comes to investing.
I have tipped the USD gold price to end 2005 at $512, and yes I have felt silly at times during the week. All the best to readers over the coming year and with any luck I am close to the mark or made to look rather conservative come January 2006."
Grüße
tschonko
PS: Sind dir da einige bekannt außer Herald?