Beiträge von Eldorado

    Uran Depot wurde ausgemistet, richtig oder falsch...die werden weiter gehalten:


    CCJ DML.TO MGA.TO CVV.V UEX.TO EMC.TO PNP.TO LV.V ASX.V CXX.V CEI.PA STM.V FRG.TO UUU.V ESO.V ERD.TO TVC.V WML.V WNP.V NWT.V TXM.V LAM.TO PTU.V SXR.TO SLT.V NUC.V RSC.V XE.V VMS.V ALS.TO BTT.V THV.V UPC.V TUE.V URA.V AXU.TO URC.V CHX.V GRS.TO UCR.V FSY.TO URZ FDC.V EFR.V JNN.V LMA.TO BAY.V DIT.V FIU.TO DJE.V URE.TO U.TO FRP.V


    All in all immer noch 35% up.


    Gruss


    Eldo

    Value


    Das mit Oremex legt sich wieder, die meisten muessen klagen wenn der Buergermeister spinnt,ich kaufte fuer 40 cents mehr nach , I love Panic. :D


    ""In the absence of agreements with local surface rights holders, many of the owners of Mexico's operating mines today have sought and secured access to surface rights through this legal process.""


    Ab in die Schublade, man muss nun abwarten bei ORM.V.


    SPM.TO - LRR.TO- MSV.TO sind selbstverstaendlich auch preiswert. Gestern flog beim Start zu 90 cents limit ,meine UUL.V raus.
    10 minuten spaeter ging die rauf um 86%. X(...


    Uranminen habe ich 4.5% vom Depotwert, gestern kaufte ich noch ein paar CCO.TO bzw. CCJ nach.
    Es war Zeit fuer eine Zigarre und mehr Gewicht von einen Elefanten wie Cameco.
    Die lege ich neben RTP BHP AAUK FCX TECK Cominco BVN die auch preiswert sind nach dem China Jitter und in jedes Depot gehoeren.
    Anyway, genug Uran im Depot.... ich lasse die restlichen nun alle laufen, Profite habe ich laengst abgezogen.


    Wer es ganz ruhig will der kauft den bestgekanntesten Schlaefer XCL.TO :D



    Cheers


    XEX

    Gestern Abend wurden viele Charts unter die Lupe genommen von Minen die bereits im Depot sind.


    Auch wenn ihr sie mir wegschnappt, die sind bei mir nun am Radar.
    Jetzt nur mehr das richtige Limit finden.. :D...und die Kasse klingelt spaeter


    Zum richtigen Preis finde ich chartmaessig und fundamental die folgenden Juniors interessant:


    ANX.V NOT.V BCM.V QTA.V WDO.TO
    AMM.TO ER.TO MAI.TO MR.TO NDM.V
    EDR.TO RBI.TO JAG.TO FUR.V GPR.TO
    GUY.TO EEL.V MSU.V OSK.V VIT.V
    DNT.TO GMX.TO EXM.V SWG.TO


    ETF's:


    SLV bei 132.00 USD
    GLD bei 63.50 USD


    Good luck, wer nicht kauft sollte halten und sich nicht aergern.
    Das wird schon wieder.. wenn die Angst weg ist und die Gier wieder kommt.


    Gruss


    Eldo


    Ps:


    Das Risiko traegt jeder selber, ich bin fuer nichts verantwortlich.
    Wie waere es mit Candlesticks ?, dann bekommt man auch einen Ratschlag, gebt nur den ticker ohne V oder TO ein...z.B.nur ANX
    Tippt Euch mal selber durch, ich finde es ist eine gute Richtlinie. ;)


    http://www.americanbulls.com/S…NX&MarketTicker=VSE&Typ=S

    More About the China Correction :


    Talking Heads Shoot the Dog


    There were numerous reasons for the large drop in China, some of it was due to former Fed head Alan Greenspan who stated he thought the U.S. economy would go into recession next year. Of course that opinion and 8 dollars will buy him a cup of coffee in Tokyo. :D


    Gold took an over 20-dollar hit on news of the Chinese sell off. We heard a talking head say it was because of reduced demand for commodities. Now of course if a big bad bear market started, yes-gold stocks could get slammed, as they are equities. But if the Chinese market were to fall faster than a 100 pound weight from a 300 story building there would a HUGE flocking to gold which would send prices much higher.


    The basic conclusion, is until we see more signs of confirmation, this is nothing more than a short term sell off where everyone decided to sell everything. Note that almost every stock on our list has a stop/loss and please follow them.
    The fact of the matter is we do not want to give back everything we have made in this current gold bull market. ;)


    http://www.321gold.com/editorials/skarica/skarica030107.html

    China's Engineered Drop



    With Tuesday's market correction being the single biggest decline in the U.S. markets since 9/11, all eyes are focused on figuring out what exactly happened as well as what is going to happen next. This week's Special Edition of Outside the Box will feature a unique perspective on the recent events as Stratfor President George Friedman explains what took place in China and how this was an "engineered drop."


    Stratfor is an intelligence company that provides in-depth research and analysis on global affairs and geopolitical events. George has been kind enough to present my readers with a couple of free articles each month in addition to a 50% discount to his service, which you can get by clicking the following link:


    https://www.stratfor.com/offer…50OFFb/?ref=061130-50OFFa


    I trust that you will find George's insights on the market correction to be an "outside of the box" explanation.


    John Mauldin, Editor


    Global Market Brief: China's Engineered Drop


    By George Friedman

    China's Shanghai Composite Index tumbled 8.84 percent Feb. 27, its largest fall in a decade. Its sister index, the Shenzhen Composite Index, fell 8.54 percent. The size of the drop in China is not significant in and of itself. On a number of occasions during the past year, the Shanghai Stock Exchange has experienced 5 percent plus daily reductions, and it has already boomed and busted once this decade.


    But that hardly means the development is insignificant. The fall is important both for how it happened and what it triggered.


    How it Happened


    This was an engineered drop.


    The Chinese government has become increasingly concerned about levels of investment in its economy or, more accurately, the sheer amount of money that is chasing projects. State firms with limitless access to subsidized capital from state banks have used that access to launch thousands of nonprofitable firms. This glut in "investment" money drives up the cost of commodities and adds industrial capacity without actually producing anything of much use, making life more difficult for the average Chinese and unduly harming relations with foreign powers that face a glut of otherwise noncompetitive Chinese goods.


    This penchant for overinvestment has now spread to the stock market in two ways. First, the same politically connected government officials who started dud companies are taking out loans to buy shares, or are using shares they already hold as collateral for new loans. Second, ordinary Chinese citizens have started borrowing -- sometimes against their homes -- in order to play the market. In January, the number of total traders on the Chinese exchanges grew by 1.38 million, an increase of 134 percent from a month earlier, while stock turnover was up 700 percent from a year earlier.


    The net result is an absurd stock surge with no basis in fundamentals. At present, some Chinese banks now have price-to-earnings ratios higher than financial behemoths such as Deutsche Bank and Chase, despite deplorable management and a history of highly questionable lending policies.


    For the past few months, the government has been working to drive down this speculative investing. On Feb. 26, China's State Council launched a new "special task force" that accurately could be referred to as the "get-those-idiots-to-stop-borrowing-to-gamble-on-the-stock-exchanges" team. Its express goal is to get the Chinese domestic security brokers to lay off such speculative decision-making, while also putting a crimp in the source of the subsidized capital.


    Day one started by the script, and Beijing is likely quite pleased with the way things are going (or at least it was until its actions unintentionally triggered a global meltdown). Also, since the Shanghai exchange is actually still up 3 percent for the past week despite suffering its largest drop in a decade, the State Council probably hopes for more drops in the days ahead.


    What it Triggered


    But the rest of the world took a different lesson. Why the Chinese stock crash occurred was unimportant to the outside world, only that it did -- and that it affected everyone else.


    For the first time, China has become the trendsetter in the global stock community. Normally, the U.S. exchanges -- especially the S&P 500 index and the Dow Jones Industrial Average -- set the tone for global trading patterns. Not on Feb. 27. This time, China led Asia to a wretched day. The wider the contagion spread, the more margin calls were forced to be called in. (If an account's value falls below a minimum required level, the broker will issue a margin call for the account holder to either deposit more cash or sell securities to fix the problem.)


    As the drops snowballed, Europe filed in dutifully behind, mixing the China malaise with its own nervousness about overextended markets in Central Europe and the former Soviet Union. By the time markets opened in the United States -- where investors already were fretting about the subprime mortgage markets -- the only question remaining was how far U.S. markets would descend. In the end, the Dow dropped by the most since the fall triggered by the 9/11 attacks.


    So why has this not happened before now? As China's market capitalization has increased, its links to the global system have increased apace. These links have developed very quickly, and with few controls. The Shanghai exchange, for example, more than tripled in total value in 2006 to more than $900 billion -- and much of the rapid-fire initial public offerings (IPOs) of Chinese banks on the Hong Kong and other international exchanges are not included in that little factoid. Indeed, China's mainland exchanges are only the tip of the iceberg -- and they certainly do not include foreign firms that are heavily invested in the mainland.


    Two years ago, China's market capitalization was too small for its problems to impact the global system. Now, between ridiculous foreign subscriptions to IPOs, irresponsible corporate policies and irrational valuations all around, that capitalization is to a level -- around $1.3 trillion -- where its integration with the global system via funds and margins makes China a sizable chunk of the international financial landscape. The insulation that once protected international exchanges from Chinese policies is gone, which makes the international system more vulnerable to Chinese crashes.


    Feb. 28 and Beyond


    Follow-on crashes can come from one of three places.


    First, the Chinese believe their exchanges are massively overvalued (hence the engineered crash). They will do this again, and are not (yet) particularly concerned with the international consequences. China planned to dampen its own stock market, not the world's markets. Along with the rest of the world, Beijing did not expect the contagion effect to be so extreme. Yet, for now at least, China's own exchanges are its primary concern, and it will act according to that belief.


    Second, everyone else now is going to chew on the fact that Beijing did this intentionally. They will either agree with the Chinese that the exchanges are overvalued and that additional measures are needed, or they will be terrified that Beijing did this intentionally and not care about the reasons. Whether what is sold is a domestic Chinese firm or a foreign firm invested in China does not matter much. Neither does it matter if the stock is on an exchange in China or abroad. Either way, the reaction will be the same: Sell.


    Third, trading in 800 of the 1,400 stocks on the Shanghai exchange was suspended during the sudden drops Feb. 27; they have a lot farther to fall, even without any engineered drops caused by panicky selling.


    Considering the flaws on which the Chinese system is based, this certainly will not be the last engineered drop. In theory, the move will make foreign investors far more cautious before diving into the Chinese system, but as longtime Stratfor readers know, we have been wrong on the timing of that particular development before.


    Your thinking the markets have been long overdue for a correction analyst,



    John F. Mauldin
    johnmauldin@investorsinsight.com

    Kebble: Scorpions eye VIPs


    2007-3-2 07:33



    Johannesburg - The Scorpions are investigating 59 charges of fraud, theft and reckless trading in the Brett Kebble fraud scandal.
    The investigation has become one of the biggest in South African history, involving billions of rands and many South African VIPs.


    Beeld has a copy of the Scorpions' application for warrants to carry out raids at 29 properties country-wide, in connection with the alleged crimes against former Kebble companies Johannesburg Consolidated Investments (JCI) and Randgold & Exploration (R&E).


    The preliminary list of suspects contains 29 individuals and companies.


    Acting Judge V Fevrier granted the application, which was heard in his chambers, on February 23.


    It enabled the Scorpion investigators to seize a huge number of documents, correspondence, financial records, notes, diaries and e-mails that could be linked to possible criminal activities.


    Political parties, banks, legal firms


    One of the payments they'll be looking for specifically is "payments to political parties in South Africa".


    It's clear from the court documents that no transaction involving Brett Kebble (the former CEO of JCI and R&E) is being left untouched.


    That includes the role of his father, Roger Kebble, and financial director Hennie Buitendag in the activities of JCI and R&E.


    Virtually every major South African bank is involved, as are several prominent legal firms.


    The Scorpions also had to search for correspondence between the suspects and, among others, former Transnet head Mafika Mkwanazi, former Namibian prime minister Hage Geingob, former Judge Willem Heath and President Thabo Mbeki's former economic adviser, Professor Wiseman Nkuhlu.


    The allegations also include all possible financial transactions involving the African National Congress Youth League.


    There's specific reference to his property transactions, including how Anglo American' s Boschendal Estate was acquired.


    The preliminary charges of fraud and theft relate to Kebble's business style, in which shares were bought on a large scale from registered companies such as JCI, R&E and Western Areas and then transferred to off-the-shelf companies.


    The shares were kept there until a deal was transacted with the shares as security or means of payment.


    Count 34 before the court relates to a charge of theft of 687 million Western Areas shares which were held in the entities Alibiprops, Hothouse Investments, Pilgrim's Rest and T-Sec before they were sold and the proceeds deposited in the Standard Bank accounts of Brett Kebble, Tuscan Mood and Kirstenberry Lodge.


    Beeld

    We are, however, going to surprise everyone today by
    recommending that this position be cut by half upon
    receipt of this commentary. 8o


    Too many people are long of gold, :D.... 5% Weltweit !
    and we fear liquidation of gold by Chinese stock investors who find
    themselves holding positions(in what ?).. that are deteriorating by the hour, with the need to raise liquidity growing rather more and more substantive as they do.


    We remain long term bulls of gold, but for the moment, we are fearful of what others may be forced to do, and we wish to act before they must


    ......sterben muss man !...die Chinesen verkaufen kein Gold oder Lingbao's wenn du mich fragst.


    Was meinst wer das billige Gold dann kauft ? :D..die Russen ?
    Was redet der fuer einen Scheiss, die Chinesen sind doch noch gar nicht richtig in Gold wenn man die Forex anschaut mit 2.5% der Reserven.


    Meinst die sind geil auf liquid USD oder Remimbi ? :D


    Ich scheiss mir gleich in die Hose und verkauf meine haelfte Gold.


    Run Rabbit run !!!! :D

    Bourse Blowout Shouldn't Brake China


    On Feb. 27 the biggest drop in Chinese stock prices in well over a decade started in Shanghai and Shenzhen, then spread like a miasma from Wall Street to Europe and other bourses in Asia. It didn't much matter that China is still on track for double-digit growth in 2007—or that the real impact of the market meltdown elsewhere was primarily psychological.


    It still fed into worries in the U.S. that have nothing much to do with China.
    http://www.businessweek.com/gl…4266.htm?campaign_id=yhoo

    Ich hoere gerade ein Interview von Marc Faber vom 18.Maerz.


    http://silverinvestor.blogspot…ith-dr-marc-faber_18.html


    Er sagt das spaetestens ab mitte des Jahres die Zinsen Weltweit raufgehen und speziell in der US die T- Bonds fallen, der Carry trade vorbei sein wird und eine Phase der Stagflation beginnen wird.
    Wie immer ist er positiv was Gold angeht, Bernanke wird weiter drucken muessen, die Bombe wird und muss dann platzen da es auf ewig nicht so weiter geht.
    Er ratet man soll aus allen Assets Class fuer die naechsten 3- 6 Monate rausgehen.
    Taiwan, Malaysia, India, Thailand sind noch einigermassen sicher, die anderen Maerkte die zu schnell gestiegen sind werden eine grosse Korrektur mitmachen und jedes Geld wird immer weniger wert da wir jetzt schon eine Inflation von 10% allgemein haben.
    Er sagt unter anderen man muss diversifizieren und mehere Bankplaetze haben, z.B. Schweiz und in Asien ueber einen Custodian.
    Er befuerchtet das die amerikanische Regierung den Handel mit US Dollar sowie ihre Goldminen und ihre Oilfirmen besteuern und einschraenken koennten wenn sich der POG zu schnell nach oben bewegt oder der Dollar faellt.
    Was in Venezuela und Bolivien passiert ist kann auch in USA passieren.
    Man sollte sich immer gefasst machen das alles um 20% faellt bevor es wieder steigt. Nichts auf margin sonst kann man den Fall nicht aussitzen.

    China verbraucht z.Zt 24m Barrel Oil am Tag und in 10 Jahren ca. 40m barrel. Amerika verbraucht z.Zt. ebenso 24 m barrel aber der Weltsupply wird die 84m Barrel am Tag nicht ueberschreiten eher fallen.China importiert 35% Oil, Indien 75%, Amerika 60%. es werden auf alle Faelle min. 20m Barrel fehlen wenn man nur mit China rechnet.
    Er meint die Amis bombardieren bald Iran, einmarschieren werden sie jedoch nicht.
    Finger weg von USD Assets, Asianstocks und Immobilen dort werden sicher die amerikanischen Assets outperformen.


    THIS YEAR WILL BE A BIG CORRECTION, MAYBE A HUGE CRASH.
    Bernanke wird dann bis zum Himmel drucken bis das Kartenhaus dann komplett zusammenbricht.

    MfG


    XEX

    Gut, also besteht interesse an den thread, Marc Faber sagte mal falls eine Rezession in US und Europa kommen sollte dann waechst China immer noch mit der halben Geschwindigkeit was ca. 6% Wachstum oder GDP ist. Der Crash hat Vorteile, die Rohstoffe wurden preiswerter.
    Weg mit dem Fiat Dollar, nun steigt man in Sachwerte ein.
    Fuer mich haben ein paar grosse Investoren den Crash verursacht und laden nun mit anderen Werten auf die man immer benutzen wird.
    Das Geld das rausgezogen wurde geht wieder wo anders rein.
    Bernanke sitz in der Falle, die Zinsen erhoehen kann er nicht ohne den Housing Market zu gefaehrden, nun spricht er das sich die Wirtschaft bald wieder beschleunigen wird.....aber eher nach unten wenn ich mich fragt.


    Gruss


    Eldo

    Die Mondfinsternis in der Nacht vom 03. auf den 04.03.2007 ist im gesamten deutschsprachigen Raum in voller Länge sichtbar.


    Für einen Ort 50° nördlicher Breite und 10° östlicher Länge geht der Mond am Abend des 03.03.2007 gut 4 Stunden vor dem erwarteten Sichtbarkeitsbeginn auf. Zwischen dem Sichtbarkeitsende am frühen Morgen des 04.03.2007 und dem Monduntergang liegen etwa 3 1/2 Stunden. Dementsprechend steht der Mond während der gesamten Finsternis hoch über dem Horizont, nämlich gut 40 Grad, am höchsten etwa zur Finsternismitte. Aber selbst zu Sichtbarkeitsende sind es noch rund 35 Grad. Bei klarem Himmel ist also mit optimalen Beobachtungsbedingungen zu rechnen. - :rolleyes:


    Der Vollmond ist am Sonntag den 4. Maerz 2007 und da findet kein Handel in NYSE statt. :]
    IMO vom 5 - 9 Maerz werden wir einige grossen Schwankungen auf den Maerkten sehen.

    I anticipate that the dollar will find support and silver and gold will get sold off this week and next. The next buying opportunity should appear soon. Look for gold to find support between $620 and $640 and silver between $12.25 and $13. :rolleyes:
    This will correspond to an RSI in the 30’s. If we get a bounce rally this week, then I’ll only reverse my opinion if gold takes out $700 and silver $15. Regardless, I would not be a buyer at these levels. Better to wait for a lower risk entry point. If we were to take out $700 and $15, then I’d buy on the next correction that brings the RSI back to 50. Some readers have asked me to recommend how to buy silver. I am still planning to gather my recommendations into an article in the near future that I’ll post on my home page when I can make the time.


    http://www.silverbrothers.com/022707.html