Beiträge von Eldorado

    Saccard..... FINGER WEG VON ROHSTOFFEN ! :D


    Du sagst ja selber:....


    Finger weg von Rohstoffen und Aktien.
    Minenaktien zumindest untergewichten.
    Finger weg von Silberminen.
    Gold und Silber physisch weiter halten.
    Anleihen kurzfristig absichern oder verkaufen.


    So würde ich z.Z. handeln.

    GOLD, SILVER, PLATINUM, PALADIUM AND DIAMONDS

    .... More than 50 gold mines will be built within the next five years and some30 will be constructed this year. Most of these mines are small. A new major mine hasn’t been constructed for some years. The majors have not and are not spending the money on exploration that they should and so they are forced to buyout successful exploration projects brought on stream by these small companies. Production is not being replaced so it must be purchased. That also means prices being paid for developed or developing mines are too high. Now that hedge funds are investing in major metals companies they want mergers and buyouts and they want cash as a result and more often than not that doesn’t happen. The hedge funds want a quick buck and could care less about the miner and the industry. The cost of mining like everything else is relentlessly moving higher and that will continue. Due to punitive legislation you will see less mining activity in countries such a Mongolia, the CIS states and Russia, in parts of Africa and particularly in Zimbabwe and South Africa. Then there are shortfalls and shortages, which have to lead to higher prices in the entire metals complex.



    Silver remains strong and like nickel, copper and zinc is a market leader. Last year silver rose 29% against the dollar, 47% versus the yen, 48% versus the euro and 49% versus the Swiss franc. This definitely shows that in an inflationary environment silver is a store of value.



    Between January 1980 and February 2006 silver fell 93% from $49.95 to $3.55. It then spent 23 years in the doghouse. Gold has broken out of its 50% retracement and it did it like $512 didn’t exist, nor did $425 seem formidable at all. Silver popped thru $7.10 and $14.20 showing all the indications of a master mega bull market. $25.00 is the next target for silver and when it arrives there it too will be easily surmounted. As we have said before if gold hits $1,700 to $2,100 an ounce, silver should hit $100 to $115 an ounce. These figures are not out of line. Remember, we were buying silver in 1964 at $1.29 and on its first run saw it go to $2.50. We finally gained some credibility after being one of only 10 voices in the wilderness. Yes, we were collecting all the silver coins we could afford in the 1964 to 1968 era when they were still held by the public. We used to have a field day in Las Vegas in those days. Due to that we gained a following and had many show managers, captains and Maitre-D’s as clients. That way we were able to see all the big shows up front. We must have seen Elvis and Wayne Newton 50 times each.



    All we can add is we are in the biggest bull market in history in gold and silver and if you do not participate you have no one to blame but yourself...


    -- Posted Wednesday, 30 August 2006


    http://news.goldseek.com/Inter…Forecaster/1156972673.php

    GOLDCORP AND GLAMIS AGREE TO US$21.3 BILLION COMBINATION CREATING THE WORLD’S PREMIER GOLD MINING COMPANY
    TORONTO, August 31, 2006 – Goldcorp Inc. (TSX: G, NYSE: GG) and Glamis Gold Ltd. (TSX: GLG, NYSE: GLG) announced today that they have agreed to combine in a US$21.3 billion transaction to create one of the world’s largest gold mining companies. The new company will continue under the name Goldcorp Inc.


    Under the terms of the transaction, which is structured as a Plan of Arrangement, Glamis’ common shareholders will exchange each Glamis share for 1.69 common shares of Goldcorp, representing a value of US$51.49 per share based upon the closing price of Goldcorp on August 30, 2006. This represents a premium of 32.7% to the closing price of Glamis’ shares on the TSX on August 30, 2006 and 34.8% to the 20 day volume weighted average trading price of Glamis’ shares on the TSX.


    The new Goldcorp will have the following attributes:


    Best production growth profile among major gold companies;
    Proven and probable reserves of approximately 41.1 million gold ounces;
    Resource base of approximately 14.0 million gold ounces of measured and indicated resources plus inferred resources of approximately 30.9 million gold ounces;
    Lowest cost senior producer;
    Focused operations and growth projects in the Americas with approximately 11,000 employees;
    Strong balance sheet and robust cash flow to finance growth; and
    All gold reserves and production unhedged.
    Ian Telfer, President and Chief Executive Officer of Goldcorp, said “The combination of Goldcorp and Glamis will create a world class low-cost gold producer in the Americas with industry-leading growth from an exciting portfolio of development projects. We believe that this transaction represents an excellent value proposition to our shareholders.”


    Kevin McArthur, President and Chief Executive Officer of Glamis, added “This transaction merges the talents of the two top performing gold mining companies over the past five years. We will leverage this talent to deliver on a very exciting mine-building and growth program for the company’s long-term future. This transaction provides tremendous value to Glamis shareholders.”


    Summary of the Transaction


    The acquisition of Glamis by Goldcorp is expected to be completed by way of a court approved Plan of Arrangement whereby each Glamis common share will be exchanged for 1.69 Goldcorp common shares on a tax-deferred basis for both Canadian and U.S. shareholders. After completion of the transaction, current Goldcorp shareholders will own approximately 60% of Goldcorp and current Glamis shareholders will own approximately 40%. It is expected that the transaction will close in November.


    The combination has been approved by the boards of directors of Goldcorp and Glamis and will be subject, among other things, to the favourable vote of 66 2/3% of the Glamis common shares voted at a special meeting of shareholders called to approve the transaction. The board of directors of Glamis has determined that the transaction is in the best interest of Glamis and that the exchange ratio is fair to the Glamis shareholders and unanimously recommends that holders of Glamis shares vote in favour of the transaction. Each of Orion Securities Inc. and J.P. Morgan Securities Inc. have provided opinions to the board of directors of Glamis that the share exchange ratio is fair, from a financial point of view, to the holders of common shares of Glamis. Senior officers and directors of Glamis have agreed to vote in favour of the transaction.


    Glamis has agreed to pay a break fee to Goldcorp under certain circumstances of US$215 million. Glamis has also provided Goldcorp with certain other customary rights, including a right to match competing offers.


    Management Team and Board of Directors


    Ian Telfer, President and Chief Executive Officer of Goldcorp, will become Chairman of the new Goldcorp. Kevin McArthur, President and Chief Executive Officer of Glamis, will become President and Chief Executive Officer of the new Goldcorp. The new Goldcorp will continue to be based in Vancouver, British Columbia.


    The board of directors of the new Goldcorp will be comprised of 10 members, six from the board of Goldcorp and four from the board of Glamis.


    Advisors and Counsel


    Goldcorp’s financial advisors are Merrill Lynch Canada Inc. and CIBC World Markets Inc. and its strategic advisors are GMP Securities L.P., BMO Capital Markets, Canaccord Capital Corporation and Genuity Capital Markets. Goldcorp’s counsel are Cassels Brock & Blackwell LLP and Dorsey & Whitney LLP. Glamis’ financial advisors are Orion Securities Inc. and J.P. Morgan Securities Inc. Glamis’ counsel are Osler, Hoskin & Harcourt LLP, Lang Michener LLP and Neal, Gerber & Eisenberg LLP.


    About Goldcorp


    Goldcorp is one of the world’s lowest-cost and fastest growing multi-million ounce gold producers with operations throughout the Americas and Australia. Gold production in 2006 is expected to be approximately 1.8 million ounces on an annualized basis, at total cash cost of less than US$100 an ounce. In the second half of 2006, production is expected to be 950,000 ounces. The company does not hedge its gold production.

    Das mit RDV.TO hat ja geklappt,die sind wieder oben ohne das ich zukaufte, das tat ich gestern bei dem Fall.


    Hat zwar nichts mit Canada zu tun aber die Clifton CFTN.PK ist verdammt preiswert IMO.


    Ich habe jedoch genug davon, wesentlich teurer als der Preis heute.


    Um genau zu sein 160t zu Schnitt 93 cents, heute kostet sie 58 cents.


    Gnight


    XEX

    Heute kam von Stockhouse ein Share Alert zum Kauf.
    Ich Depp schaute nicht wo die sind und nun habe ich in den Kongo investiert. :(
    Was sollst, die BAA wird schon irgendwo hinfliegen, es sind nur wenige die ich gekauft habe.

    Linar das ist so eine Idee von David Bond und Hugo Salinas die das ganze Hugo Chaves vorschlagen wollen, wenn er es macht dann sieht es wohl so aus. Ich habe diese Geschichte bereits erwaehnt,ob sie es schaffen weiss ich nicht.


    Mfg


    XEX

    The Silver Bullet


    Enrico Orlandini
    30 Aug, 2006


    Silver is like the relative that no one wants to invite over to their house, and if you do, it's only on Christmas so your conscious doesn't bother you. You know the one I'm talking about; his clothes went out of style in the 50's and he doesn't smell too good either. Silver is also a bit of an enigma......


    Before discussing present conditions, I would like to take a look at the supply/demand issues that affect price. As I see them, they are as follows:


    Demand currently outpaces supply be minimum of 3% a year,
    A lot of mines were forced to close in the 1990's and at best it will be several years before that source is replaced,
    There are new demands in medicine, solar power, computer technology, and telecommunications, to name a few, for silver.
    The new silver ETF's are taking silver off the market and out of circulation,
    Unlike gold, some silver is "consumed" and therefore forever removed from circulation, and
    Increased demand in the jewelry business as silver is once again viewed as a precious metal.


    In conclusion, I expect silver to really take off in September and at the very least test good resistance at $14.81. Furthermore, I expect it surpass this level and more than likely reach $20.73 by March 2007.There are a number of pivot points along the way which the average investor can use to gauge the white metal's progress. The first and foremost is $12.37 and the second is $13.03 (both are based on the September 2006 futures contract). Then of course we have the $14.81 Fibonacci resistance level. Once these two initial pivot points are out of the way, silver should really be off to the races. Meanwhile we consolidate. The only real impediment would be the presence of deflation. That would delay the process, but it would not alter the final outcome.


    Why? Because silver, like gold, is destined to become money!
    This transformation is a long process, but it is irreversible. The only question is when. :rolleyes:


    Enrico Orlandini






    http://www.321gold.com/editori…dini/orlandini083006.html

    The Silver Action Is Remarkable


    Regarding a Bush-Ahmadinejad debate:


    "It wouldn't work. One can't make himself understood in English and the other is Iranian" Go GATA!


    I am still operating on one engine. No laptop and no CNBC to see what is going on. Wonderful conference and much fun for me to introduce the GATA spiel to so many new people ... 800 of them.


    The entire market action in the United States is a farce of epic proportions and identified months ago in this column. Those in power in Washington are pulling out all stops to rig the markets and send them in the ORDAINED direction the pitiful incumbents in Washington have ordered.


    Nothing makes any sense anymore unless you know what we do on Planet GATA. Then it all fits and makes perfect sense. The DOW has to go up or the bums in power will be in the deepest of trouble. The Fed talks about fighting inflation, but drives intermediate and long term interest rates down. The dollar can’t go up because the fundamentals are so bad, but the Exchange Stabilization Fund won’t allow it to tank. Gold? The usual. It is held down so the obsequious morons on Planet Wall Street can point to this key inflation barometer and say that all is well.


    What a great time to be out of the loop and in the Bahamas. Pirate Party tonight. The attendees take this seriously. I will be there wearing a Goldman Sachs hat.


    OK. Some more positive stuff. Silver will not stay below $12. After hitting a low of $11.78, it stormed back. Word to me from the floor was that HUGE commercial buying showed up from all over the place to take the price up. This included buying from JAPAN.


    Silver could, and should, rocket higher any day now, especially with the managed Comex option expiry over with.


    That’s it from me … some other comments for the day from Cafe members:


    the dollar starts falling at 1 pm, and gold starts creeping up. it just got to $613 cash at 1:20 (just about unch for the day), when suddenly (with the dollar at its low of the day), someone smacked it down to $610.50 in 1 minute.


    Immediately the whole group rolled over again. more money stolen from us, yet again.


    http://www.thestreet.com/_dm/m…commodities/10306250.html
    Bill,


    Let me get this straight: Gold is a "safe haven" investment. Therefore, when consumer confidence falls, gold goes down?!? We are truly living in a parallel universe these days. Best Regards, Jim R, in Atlanta.



    -END-

    @ Linar


    Gratuliere zur URA.V... die Karten luegten nicht ! :D
    Ich fuehre die nicht im Depot, egal habe dann noch andere.


    Ich habe meine Investitionen bei Uran nun abgeschlossen und das ist bei mir nun im Depot.(die folge ist wertmaessig geordnet)


    Ca. 9% vom Gesamtdepotwert in Uran gesteckt.
    Ich sitze noch 7.6% im Minus, bei Oil/Gas -8%...aber das macht nichts.
    Solar und Alternativ Energie, da schauts schlechter aus (-26%), auch egal und wenn ich 5 Jahre warten muss,die kommen schon hoch wenn Oil teurer wird.


    Die PNP.TO und PBW sind bei Diverses untergebracht.
    MNE.L ist auch ein guter Fond bei Energie.
    Wenn du PNP.TO PBW MNE.L und den Index ^NGE-X nimmst dann kann man gut vergleichen ob das Depot gut laeuft.
    Eigentlich sollte ich nur die drei fuehren dann spare ich mir das Kopfweh hin und wieder.


    Bin gespannt wann diese nun strahlen.


    CCJ DEN.TO EMC.TO IUC.TO UEX.TO USU STM.V FRG.TO CXX.V MGA.V UUU.V ESO.V URRE.OB ERA.AX CVV.V ERD.TO ASX.V TVC.V WML.V WNP.V NWT.V TXM.V LAM.TO PTU.V SXR.TO USEG SLT.V NUC.V RSC.V XE.V REM.V ALS.V BTT.V THV.V UPC.V BRD.V TUE.V


    Ciao


    XEX