Beiträge von Eldorado

  • Wie geht es auf dem Goldmarkt weiter

    ""8% Bonds ist dagegen recht gering wenn man bedenkt, daß Bonds eine Kapitalisierung haben, die ähnlich der von Aktien ist.
    Aus Contrarian-Sicht daher zu empfehlen.""" ;(


    ""...da Rohstoffe längerfristig immer im Preis fallen""
    ....schon mal was von allgemeiner Preis Inflation gehoert ?
    Es wird alles teurer.... ALLES !!!


    ""Eine immobilie hält man eher 20 Jahre und länger""
    Auch nur im konservativen Deutschland, wo anders wechseln die Leute ihr Haus oder Wohnung wie ihr Eure Autos.


    Nun sind wir wieder bei den Anleihen und ganz neu, Tulpen aus Holland. :D.


    Nun ja,solange mein Depot blueht wie gestern ist es auch egal welche der Anlageform die anderen nehmen.

  • Goldcorp Inc./ G, GG (TSX, NYSE)

    More gold co. mergers seen in wake of Glamis takeover


    Thu Aug 31, 2006 6:15pm ET



    By Steve James


    NEW YORK, Aug 31 (Reuters) - Goldcorp Inc.'s (G.TO: Quote, Profile, Research) (GG.N: Quote, Profile, Research) move to acquire Glamis Gold Ltd. (GLG.TO: Quote, Profile, Research) (GLG.N: Quote, Profile, Research) for $8.6 billion is just the latest in an expected flurry of takeovers in the gold mining business, analysts said on Thursday.


    The deal comes nearly four months after Goldcorp agreed to buy some Placer Dome assets from Barrick Gold Corp. (ABX.TO: Quote, Profile, Research) (ABX.N: Quote, Profile, Research) and after Glamis closed its takeover of Western Silver Corp.


    And it was just last year that Glamis was the aggressor, trying to buy Goldcorp in a hostile deal. Goldcorp rebuffed that offer and instead merged with Wheaton River Minerals Ltd.



    "I believe there will be an explosion (in deals) in the next 12-24 months with the influx of speculative capital," said Peter Spina, who operates the investor Web site, Goldseek.com.


    "There is still a lot of interest there, especially if the price of gold heads back towards $700-$800." Gold was selling for around $625 per ounce on Thursday. When bullion nudged through the $600 barrier in April, it was a level not seen since December 1980.


    Frank Holmes, chief executive of U.S. Global Investors, a $5 billion fund based in San Antonio, Texas, said more consolidation was inevitable, given the price of gold and the costs of exploring for it.


    "There will be more consolidation as people can't find projects." But he declined to speculate which companies might be vulnerable to takeover.


    Mines only have a limited life, he noted, and it takes several years from exploration to full production. So it makes sense for major gold producers to buy up smaller, junior companies, who have one of two projects in exploration, rather than invest in the exploration themselves. Continued...


    http://yahoo.reuters.com/news/…372&type=comktNews&rpc=44

  • Wie geht es auf dem Goldmarkt weiter

    GO GATA!!!


    What a perfect day to get back in the saddle with normal MIDAS commentary. The last few days for me were like flying an airplane on one engine.


    Gold and silver shot out of the box and left some considerable gaps below. The standard efforts to fill those gaps were made, but were futile. While silver made new high after new high, gold only was allowed back to its highs made in the early going. Still, for what gold is up against, not bad at all for a sultry summer trading day.


    As mentioned for weeks now, the action in silver has been powerful and has made life very difficult for the price suppression crew. What we see gradually playing out here is pretty much what I brought to your attention on August 25 with gold at $621.80 up $2.40 and silver at $12.33. Some parts of that MIDAS commentary for your review:


    Compression In Gold, Silver and Share Markets Leading To Price Explosions


    …As ranted here for weeks … months for that matter …, the fundamental, macro scenario for gold and silver could not be better, which is why The Gold Cartel has been sitting on the prices of both. Inflation is a real problem for the Fed, but a faltering housing market is a bigger problem for those in power in Washington. So, they huff and puff and bluff about fighting inflation while they are caving in on fighting it at the same time. The yield on the pivotal 10-year T note fell to 4.79%. The Bush Administration and cronies in Washington are desperate. They want US interest rates down at all costs, which is just what is happening.


    The Washingtonians can spin this and spin that, and get their way in the very short term, but the proof is in the pudding, and that is the way the markets are playing out. The course of real action by the Fed is dollar bearish and very gold bullish. As most of you know, we are going into the gold buying season, especially in India, so the bad guys are going to have their hands full.


    A number of savvy Café members have noted how the action in gold (silver too, but especially gold) has been one of compression. Gold has been going down, but not very far of late. In a bigger picture sense gold has gone sideways for months and is near the middle of its range. In other words the market is in far better shape (technically and fundamentally) than what the chart depicts and could lead to some fireworks, as this "compression resolves itself to the upside."


    Appropriately enough, the Café Sentiment Indicator hit an all time low yesterday of .5. It is hard for me to fathom such lack of interest in the gold and silver markets…


    The point is the shares have been compressing too and are ready to blow out to the upside at a time when there is abysmal interest in the sector. What is insightful is not that the general public has so little interest in gold and silver. We know that all too well. It is that so many of those who have invested in gold and silver and the shares in the past have dropped by the wayside. I find that hard to understand. At the same time, IT REVEALS WHAT A BULLISH SITUATION WE HAVE HERE. Many of those folks will be back, but not until the shares go nuts and they can’t stand being out of the move any longer.

  • Kohle und Kohleminen

    MEE...da ist auch Value...for money.
    Ebenso in ANR und ACI, Buddy ;)
    BTU trotzdem cheap,brauchst du Kohle,kauf Kohle .. der ""Winter"" kommt bestimmt.
    Der ganze Sektor ist unterbewertet IMO...da sind min. 30% Gewinn in ein paar Monaten drin.
    Good Luck , Valueman :)
    Ich habe nun 2% in Kohle gesteckt, vielleicht zu wenig ?


    Gruss


    Eldo

  • Kohle und Kohleminen

    Shares of Coal Miners Cool After Midweek Rally on Hints of Stronger Demand



    18.August....etwas aelter aber noch aktuell.
    Aktien wie MEE und BTU sind cheap, very cheap IMO
    Ich kaufte nach.. bei dem Preis :D



    NEW YORK (AP) -- Shares of coal mining companies cooled Friday after favorable economic data boosted investor confidence and hints of heightened demand this fall boosted the stocks in a midweek rally.


    Shares of Peabody Energy Corp. gained $3.15, or 7.1 percent, to $47.83 between the closing bells and Tuesday and Wednesday. Shares of Arch Coal Inc. added $1.72, or 5 percent in the same period. Shares of Consol Energy Inc. jumped $1.63, or 5.7 percent, to $39.10 between Tuesday and Wednesday. All were lower by Friday's session.


    Two key pieces of July economic data raised stocks in nearly every sector. On Tuesday the Department of Labor's producer price index had its best showing for core inflation in nine months. And on Wednesday, its core consumer price index rose less than economists expected.


    The uptick in coal stocks came after weeks of pullback, which probably made valuations more attractive. Since their peak in May, analysts said, the stocks have lost nearly 40 percent, mostly on declining coal prices, higher inventories at utilities and a decrease in the price of natural gas to below $7 per 1,000 cubic feet.


    But coal stocks also heated up on supply and demand news. The government's Energy Information Administration said it expects supply and demand to grow and the imbalance between the two to tighten in 2007.


    It also said the electric power sector's coal consumption should grow by 2 percent over the next 16 months, mostly on higher natural gas and oil prices. The price of coal sold to the sector, which despite the intrusion of natural gas in recent years still relies almost entirely on coal for fuel, should grow by 8 percent over the same period.


    Ronald J. Barone, an analyst at UBS Securities LLC, also tried this week to ease investor fears over utilities switching to natural gas from coal. Barone said natural gas must fall to $3.66 per thousand cubic feet (mcf), or about $3 less per mcf than it's trading now, to reach parity with coal and then sustain that price for an extended period to warrant a switch.

  • Wie geht es auf dem Goldmarkt weiter

    Saccard du sagst den Markt interessieren die bad news nicht. :D


    Mal schaun was passiert wenn das kommt, dann bist buff ! 8o


    Der Typ schreibt, ich gebe ihm Recht :


    It will therefore be virtually impossible to obtain agreement at the UN on sanctions against Iran. That being the case, the US and Britain will have to decide whether they want to go it alone. Limited sanctions will be of little use.


    That leaves only one course, which is to destroy Iran's nuclear facilities.


    The question is what pretext will be used to bring about that course of events, and, if it happens, what the response of Russia and China and indeed the world will be. We can't help but note Iran has been conducting numerous military exercises and they have been involved in a low wage war with their Kurdish population in the North near the Iraq border. A similar war has been going on in Turkey against their larger population. Both countries have been experiencing attacks from Kurdish rebels from Iraq as well. Russia and some of their Central Asian allies have also been conducting military exercises in the Central Asian region. On the other side there have been numerous stories in Israeli newspapers about Israel taking out the nuclear facilities on their own. The US has not ruled out attacks against Iran either. Israel and the US are on record as desiring regime change in Iran.


    All this tension, coupled with what could be a nasty fall in the housing market, should make the next two months interesting as the US heads into the mid-term elections. History does not favour the President's party particularly if the economy is showing signs of weakening. Over the last 21 mid-terms there are only three recorded gains for the President's party - although one of them was in 2002, under Bush. The other two were in 1934 under Roosevelt and 1998 under Clinton. The record of the market is quite mixed: leading up to the mid-terms, the market experienced 10 ups and 11 downs. After the mid-terms to the end of the year, the market fell seven times and was up 14 times. (Source: Stock Trader's Almanac 2006).


    Given the threat of the US falling into recession in 2007 as the housing market unravels, the thought that war could break out at the same time would only add to the problems. The US is already running a major budget deficit in the $300-$400 billion range, largely as a result of its defence budget, which is the world's largest, indeed larger than virtually every other defence budget in the world. The cost of the war in Iraq has already surpassed $300 billion. Another war would add billions more to these costs.


    At the same time, the US faces huge infrastructure costs. In the public sector the US faces estimated infrastructure costs exceeding $1.6 trillion over five years. This was highlighted by the failures seen when Katrina broke the levees of New Orleans, creating the biggest natural disaster in US history. The levees of New Orleans were long cited as being a potential major problem and highly vulnerable in the event of a severe hurricane. Pleas to fix the problem were ignored as funds were diverted elsewhere, primarily to defence and Homeland Security.


    None of this would be positive for the US$. Just as the housing market was overvalued, the US$ remains overvalued. Our chart highlights the potential huge head and shoulders topping pattern. A collapse of the US$ would of course be positive for gold and would start it on its trek to $1,000 and higher. Irrespective of any strength seen in the US$ or weakness in gold in the short term the long term trend for both the US$ and gold remains down and up.


    This overvaluation of the US$ cannot be underestimated, irrespective of short-term considerations. A falling US$ would force the Federal Reserve to re-examine its interest rate policy and may force the Fed to hike rates to protect the US$, even as the economy starts sliding. If the Fed instead decided to flood the system with liquidity to counter the threat of recession, that could still be negative for the US$ and could touch off a bout of hyperinflation as the financial system is flooded with funds. Not having the old measurement of M3 around any more, it will be difficult to ascertain just how much the Fed is providing.


    We are moving into dangerous times. As we have often noted, we are at the crossroads of several long term cycles including the well known four-year cycle in stocks, an 18-year cycle in stocks, the Kondratieff cycle for the economy and as well for stocks, and what may be a 72-year cycle that is characterized by major depressions such as we saw in the 1930s which was the possible last occurrence of the cycle. The next two months will begin to give us some sense of just how vulnerable we are. We are looking for a drop of roughly 20% in the major indices from today's levels for a low sometime into late October or early November.


    http://www.321gold.com/editori…n_d/chapman_d_083106.html


    Wie weit es die PM Aktien mitreissen wird werden wir sehen, egal wie nichts geht unter HUI 300-310 anyway !
    Wenn der POG oben ist dann sind die es auch.IMO



    Gnight


    XEX

  • Wie geht es auf dem Goldmarkt weiter

    "" it will end differently, is pure idiocy""


    Yep !...Better you should "Live and think like a guy who can learn the lessons of history, and you will invest and reap the rewards of the literate!" which, in this case, is to buy gold and silver.


    And lots of it!

  • Wie geht es auf dem Goldmarkt weiter

    Naechste Woche schaetze ich geht es weiter Bergauf bis zum Vollmond auch ohne geopolitische Spannungen.
    Nach dem Labour Day werden sich viele auf eine Seite stellen, fuer oder gegen Gold.
    Vom 7 September bis 22 September. dann wieder um die haelfte runter (Fullmoon),so wie der Anstieg war, danach kommt wieder der Neumond der wie jetzt herrscht sind leicht moeglich.
    Nur eine Vermutung, ich lasse mich ueberraschen und denke positiv.
    Eine bad news reicht und es explodiert ueber 660 USD.
    Ich erwarte einen POG von ca. 800-850 USD bis Jahresende...dann gehe ich auch wieder mal SKI fahrn. :D
    Emotionen sind nicht kalkulierbar sowie unberechenbar nun Vorraussagen zu machen,egal wer !
    Diese Emotionen erzeugen Reaktionen die nicht berechenbar sind.


    Es liegt was in der Luft.....


    Cheers


    XEX

  • Wie geht es auf dem Goldmarkt weiter

    ""Öl sinkt, Aktien sinken, Euro sinkt. Nur die Minen halten dagegen"".
    Und bei den Renditen krachen Anleihen auch gleich mit im Fall der Fälle. :D




    Ich glaube jetzt drehst ganz durch mit deiner Voraussage HUI geht auf 275. :D


    Der wurde im Mai ausgewaschen und gestestet.
    Der Boden lag zwischen 300-320, den siehst du nie mehr wieder Saccard.


    IMO


    Bei dir soll einer durchblicken ?(


    Mach mal weiter..... put - put. :D



    Gruss


    Eldo