Gday Gold-Silberbugs
Was ich bis jetzt gelesen und verstanden habe ist das durch die staendig steigenden Produktionskosten einige Minen/Projekte stillgelegt werden sowie weltweit weniger Gold aus dem Boden kommt was wiederum das Defizit erhoeht...somit den POG bei steigender/gleichbleibender Nachfrage.
Kanada hat Probleme mit dem starken CAD, wo anders geopolitische, umweltsmaessige, steuerliche, infratrukturmaessig, etc.
Nun kommt es an die richtigen Minen im Depot zu fuehren die am meisten profit machen am ende des jahr, die anderen koennen durch die Einmottung ihrer Minen ausser Nachtwaechterkosten nichts nachweisen und verbrauchen das restliche cash in der kasse.
Das ganze ist ein Katzenschwanz, alles haengt erster Linie vom Wechselkurs ab der sich wieder aendern kann und eben die anderen Probleme die wir kennen aber nicht abschaetzen koennen in der Zukunft.
Irgendwo ist immer ein Haken oder Problem versteckt das auf den Profit haut.
... Ich habe schon laengst global verteilt von China bis Columbia und USA wo es angeblich am besten ist laut dem Silberaxis Report :
NOVEMBER 27 2007 4:30PM
As if tax-loss selling weren't enough, we got a very stark reminder yesterday of the risk in mining and mineral exploration: NovaGold lost more than 50% of its value Monday after announcing that NovaGold and Teck Cominco Suspend Construction at Galore Creek. The cost of the massive project, as designed, has apparently been spiraling out of control with the latest construction estimate reaching a mind-boggling $5 billion. 
Part of the cost over-run is due to the strong Canadian dollar, a topic to which I will get in a moment.
Galore Creek was to be a major gold and silver producer, and this turn of events means that global production forecasts will have to be cut back. Even Barrick, in a now infamous admission, has warned the world that global gold production would face a sequential downturn in the years ahead. Barrick was likely counting Galore Creek in its numbers. As a result, what is a sad--and hopefully temporary--outcome for NovaGold shareholders is also a long-term bullish development for gold, silver and to a large extent, copper and other base metals as well.
Don't expect NovaGold to be the last company to announce delays or suspension of mine development.
Up to now, most of the major disruptions have been political, environmental or operational. Crystallex, Northgate, Coeur and others have had their plans to develop world-class mines derailed in recent months by seemingly arbitrary processes. Others like Gammon Gold have suffered from operational problems.
But the spectre of busted construction budgets and exchange losses is a new threat. It has the potential to impact both large and small projects in countries with strong currencies (at least compared to the U.S. dollar). Could this be a repeat of the malaise faced by South African miners in 2004 and 2005 when the Rand rallied strongly against the U.S. dollar and turned what should have been strong fiscal performance into big losses? 
If so, miners who operate in countries such as Canada, Brazil or Russia could face an unpleasant situation going forward. There are some marquee names in this bunch: Agnico-Eagle, Yamana, Kinross, etc.
One solution might be to favor miners that operate in countries with weak currencies such as the U.S. Unfortunately, these countries have an unacceptable level of geopolitical or permitting risk. In addition, a number of mining concerns that operate in these countries, including the U.S., have management, labor, environmental, legislative or other issues. There are exceptions.
Mexico and Nevada seem to be the mining nirvanas at this point in relation to most other jurisdictions. This could change, but risk averse resource portfolios (assuming there is such a thing) might do well to be loaded with companies operating primarily in Mexico or Nevada. On the other hand, an eventual retreat by the Canadian dollar could create a future opportunity to buy some great companies at very good prices, although a significant amount of patience might be required. For now, perhaps the wise thing to do is to become more aware of the jurisdictional issues when evaluating investment choices. Personally, I plan to carefully consider this in my evaluation of companies both in my own portfolio as well as those to be covered in the new service scheduled for launch in January.....
Bin gespannt welche Minen er im Januar empfehlt......
Milly schreibt: "" Goldexploration lohnt sich nicht, das meiste ist nicht machbar, oder wenn, dann sind die Cashkost-Margen wie bei der Gammon so lächerlich gering, daß irgendeine Profitbeteiligung für die langjährigen Investoren praktisch ausgeschlossen ist.""
In 1999 - 2002 war das so und der Sektor Explorer/Juniors war am Boden bei 350 - 450 USD POG, nun haben wir ueber 800 USD POG !
Schoene Aussichten :(.....darum 30 - 50% physisch Gold und Silber bis sich die Situation aendert oder es Waehrungsschwankungen gibt.
Vielleicht faellt der Rand dann koennten die Minen dort wieder interessant werden z.B.
Verteilt mal Eure Nesteier so gut es geht, was soll man sonst machen als umschaufeln bei den minen wenn so was kommt wie bei Nova sonst muss man sehr lange warten....mit den Broesel in der Hand. 
Have a nice day 
XEX
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