Beiträge von Eldorado

  • $GOLD:$SILVER Ratio u.a.

    Ja, Ja, Ja, geil dich nur auf weil ich einen Schreibfehler irgenwo habe oder zuviel editiere...... :P :P
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    Dein arrogantes Zitat:


    1) Wo bitte widersprechen (mit "i", nicht mit "ie") sich meine Aussagen? Gib mir Deine Kontonummer, dann ueberweise ich Dir 50 Euro, wenn Du's mit Zitaten belegen kannst.


    Mein Angebot zu den 50 Euro steht. Weisst Du was? Machen wir 500 draus. Belege meinen Widerspruch mit Zitaten in dieser Diskussion und ich ueberweise Dir 500 Euro, wenn Du's schaffen solltest...
    -----------------------------------------------------------------------------------------------
    Ich kann nur lachen ueber dich und ignoriere dich ganz einfach.


    Im uebrigen was du alles in Gold und Silber investiert hast sind ein paar Lutscherl fuer mich. Deine 50 oder 500 Euro die du eh nie zahlst wenns drauf ankommt kannst du dir wo anders hinschieben. :D


    So jetzt schreib dich deppert hier, ich schau und schreib in diesen Thread nicht mehr rein und lese deine geschwollenen Meinungen.


    XEX

  • $GOLD:$SILVER Ratio u.a.

    @ Ghost


    Was soll ich darauf noch sagen, du wiedersprichst dich.
    Erstens lege ich auch negative Reports ins Forum rein und lese diese ebenso. Was ich davon halte ist ja meine Entscheidung.



    Dein Zitat:
    "Was ich allerdings nicht leiden kann, sind oberschlaue Besserwisser, die nichts als Beleidigungen fuer jeden ueberhaben"


    Ps. Abgesehen davon das ich hier keinen beleidigt habe verstehst du nicht einmal jede Art von Kritik.


    Anbei ein paar Antworten auf den Artikel von den Analysten, sieht so aus ich bin nicht alleine mit meiner Meinung.


    Real money demand.
    Posted by Rob Knaapen on 12 August 2005 @ 04:14 AM


    Will increase a lot most probably but even just a little, lets say 500million ounce of silver per year would sent the price rocketing higher, reaching more reasonable levels. 500Million ounce per year investmemt demand is not much. It's only 3,7billion USD at current prices. And what's 3,7billion USD in the world of paper/electronic money? More or less nothing. Our conviction is that silver will become MUCH more "expensive" the next coming years unless something extreme happens, which I don't actually see happening. The US government confiscation of silver and silver mines? No, the market is too small and diversified around the globe. It is not that Comex rules the world. The US government, like banks and investment institutions, will probably buy up shares from silver mining companies and in that way become co-owner of very wealthy companies.

    What is the track record of the quoted pronosticators? Posted by Keith Thompson on 11 August 2005 @ 09:14 PM


    When a story like this is printed, it should be manditory to see their past projections. Canaccord and JPM may be persistent silver bears. The silver photo is an old non issue, it's already been proven false. Even those consumers that use digital, still like professional prints, and the less that is printed, provides less of a recycle supply anyway. Ted Butler has stated many times the photo supply and demand is practically a wash. BTW< if the economy slows as many economists predict, the other minerals will provide less silver as a byproduct. I would be more willing to consider the Montanore, and Navidad and other big deposits coming online in the next 2-3 years to prove the bearish price case.



    Ich habe nun keinen Bock mehr mich weiter mit Dir zu unterhalten und stehe deinen Absichten hier bestimmt nicht im Weg.
    Jeder sieht so oder so welchen Stellenwert deine Kommentare im Endeffekt haben.


    Schoenen Gruss an JPM und Co., der Tag wird kommen wo sie die Rechnung bekommen fuer die dokumentierte und bewiesene Manipulation der Edelmetalle die im Thai Guru Thread mehrmals besprochen wurden.


    Mfg


    XEX

  • Das neue Südafrika

    Erwartet das unerwartene, dass habe ich gemeint am 10. August wo die Stimmung fuer RSA Minen schlecht war bis auf ein paar Optimisten die das Handtuch nicht geworfen haben sogar gekauft haben wie Ohne Rente. Ich bleibe be meiner Vorraussage mit JSE-Gold bei ca. 2200 ende dieses Jahres. Ich sagte auch der Streik geht auch vorbei.


    Man kauft diese Aktien wenn sie keiner mag und verkauft sie wieder wenn alle danach schreien. :D


    Gruss


    Eldorado

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    ANOTHER TWO WEEKS ARE STILL PENDING FOR THE HOT COMMODITY MARKET, AFTER WHICH IT WILL COMPLETELY COOL DOWN.


    This is the time to wait and watch and sell very small quantities of oil because a major crash in oil prices is on the way any time from the first week. However, it is up to you to prudently handle you position or trade until then.


    Gold will remain up for another six days and may touch $456. The Dollar’s rise is just waiting on the sidelines and I see big pop up in it. Indeed, I ONCE AGAIN CONFIRM THAT WITHIN A FEW WEEKS, THE DOLLAR WILL NOT ONLY GO TO 94.5, BUT IT COULD ALSO TOUCH 98.8. THIS COULD BE IN THE NEXT SIX WEEKS: SO BEWARE BEFORE YOU SELL THE DOLLAR OR BUY THE EURO. 8o


    The stock market touched another high last week but I see a big sell-off coming today or next week.


    I FEEL THAT I AM VERY NEAR TO THE FULFILMENT OF ALL MY MAJOR PREDICTIONS WHICH COULD MAKE YOU A FORTUNE. PLEASE THEREFORE TRADE WITH LESS RISK OR LESS QUANTITY OF CONTRACT TILL THE LAST WEEK OF AUGUST.


    I WANT YOU TO MAKE ENOUGH FOR A LIFETIME FROM SEPTEMBER TO DECEMBER. I AM VERY CONFIDENT OF THIS.

  • $GOLD:$SILVER Ratio u.a.

    Zitat Ghost:


    Ich bin ebenfalls bullish fuer Gold & Silber.
    Habe ca. 70.000 Euro spekulativ in Gold & Silber Calls + einiges mehr in physischen Bestaenden. .......
    ----------------------------------------------------------------------------------------------------
    Wahnsinn, da kann ich nicht mithalten.... :D :D :D


    Da musst du ja ein Experte sein bei so einen hohen Betrag. :rolleyes:


    Na dann verkauf gleich deine Calls wenn du auf JPM so einen grossen Wert haelts. :D


    PUT waere dann die Antwort.


    ""Anindya Mohinta at JP Morgan forecast in a July 22 report an average of $7.10 an ounce this year and just $6.70 in 2006.""



    Mfg


    Eldorado



    Bisschen aufgedreht heute ????

  • Das neue Südafrika

    Bernard Swanepoel, chief executive of Harmony Gold
    By: Belinda Anderson
    Posted: '09-AUG-05 14:00' GMT © Mineweb 1997-2004


    MINEWEB: Bernard Swanepoel, the CEO of Harmony, is in the studio. We had quarterly numbers out today – numbers also for the full year, given that it was the fourth quarter. Before we get into those, Gareth Tredway, you went along to the presentation today. Give us some background.


    GARETH TREDWAY: Belinda, well the extensive restructuring programme that began at the beginning of last year is almost complete at Harmony, and the company says is should start to hit its cost targets soon. It also looks like the hidden value project in Papua New Guinea is going well, as additional drilling in the quarter resulted in a resource and reserve upgrade. The company also generated a cash operating profit of R45m in the quarter, compared to a R55m loss in the March quarter.


    MINEWEB: Thanks, Gareth. Bernard, welcome. Just to start off with, how do you respond to what Gwede Mantashe had to say? He reckoned that you were walking all over the unions, you were meeting fire with fire. Is that valid?


    BERNARD SWANEPOEL: Well, I must have been in a different industry in the last 18 years. :D It certainly has been a industry where I think we have worked together often, but it’s also an industry where we’ve had to deal with legacy issues. We probably, all of us, inherited an industry which really was built on racial grounds. We had to undo that. It was an industry where people were not developed – we looked at labour as cheap. That’s no longer true. I mean, the average employee in Harmony cost to company is in the order of R6 000. None of those sort of things of the past is actually true any more. I think Harmony’s own role in the industry as the guys who take mines that other people throw away has saved some 40 000 jobs over the years. Quite honestly, I haven’t been in that industry where we’ve sort of trampled all over the union. But I certainly have been in an industry where there’s been a very constructive relationship with all stakeholders, including the National Union of Mineworkers.


    MINEWEB: I asked Gwede as well what was so fundamentally different now, compared to the last 18 years where we have been able to avert strikes – what to your mind is so different?


    BERNARD SWANEPOEL: Well, it does look as though there are broader issues at play. I can’t ever recall a strike season like this in the general economy. So I think we have to see our specific situation in that context as well. I am told that every country that had to make the step down from a high-inflation environment to a low-inflation environment industry took strain. And this is really where we are on the same side. I mean, I need workable increase for my workers as much as Gwede wants one for his members. I mean, it’s the same people. We don’t represent different people here. And I recently, last year October, got a 4% increase. That was quite painful. It makes you think – is my inflation really 4%, is my cost of living only going up by that? So we are all facing the same challenge here. I really think we will phase this sort of expectation of lower wage increases in over a one- or two-year period. But it’s going to be painful.


    MINEWEB: Do you think it might be politically motivated at all?


    BERNARD SWANEPOEL: I’m not on expert in that field. I’m a miner from the Free State.


    MINEWEB: And how long do you think this strike is going to last, and what’s it going to cost your company?


    BERNARD SWANEPOEL: You know, it simply can’t last long. I mean, for the companies it is extremely expensive. Our quarterly results show what a 14-day strike in the Free State did to us, as Harmony, in April. End of March, beginning April, we had a 14-day strike. Fortunately for us, six or so of those days fell over the Easter weekend. But you can still see it in our numbers. It is very expensive.


    MINEWEB: What did it cost?


    BERNARD SWANEPOEL: Our estimation, about R150m to the company. For the individuals, it is as expensive. You know, the unions in this country don’t have a strike fund, they don’t have resources they can tap into, to supplement salaries. Workers lose money from day one. They typically lose their bonuses after two or three days for the month. That’s the nature of production bonuses. It is just too expensive for us to let it carry on for long. I think both parties again understand and agree to that. I think Frans made the point about how fundamentally different the players in the industry are. I mean, South African gold mining is what Harmony is – 90% of our revenue is generated here. So we are more exposed to the South African rand, but to the South African industry. You would expect that we may take a slightly different approach to the Canadians, which have got a single half of a mine in South Africa. I’m not too surprised at the difference in approach.


    MINEWEB: We hope that does get resolved soon. But, looking at your company specifically and its performance, you said today at your presentation – I had a look at the slides Gareth brought along – you said, “With our restructuring largely complete, we can focus on delivery and growth” – what did that restructuring entail? Just remind us.


    BERNARD SWANEPOEL: A painful 20 months. In total, the sort of employment levels in Harmony would be down by over 10 000 people over the last 20 months. This was a process which actually ran reasonably smoothly on half of Harmony, the half other than the Free State operations. That was extensively completed by end of last year. This year, then, in the Free State, we reached a few agreements. We battled to implement those agreements. We then took the more legal approach of serving notices and going the formal retrenchment route. That process was interdicted in early May, which made us restart the process. And on the 19th July we reached agreement with the last of the three unions, being the National Union of Mineworkers. And that really would see us finalising that process in the next few days.


    MINEWEB: What is this focus on delivery and growth? What’s it going to translate into?


    BERNARD SWANEPOEL: Well, it will translate in a reduction in our cost structure, of which the people reduction was only one component. Obviously, during a period of restructuring, volumes are affected. People just don’t produce – their minds aren’t on mining, their minds are on job security and other issues. As part of the whole battle with our workers in the Free State, they withdrew support for Sunday permission, which effectively undid conops – full calendar operations. That is in the process of being reimplemented. And that typically on a shaft gives you some 20 to 25% higher volumes. So it’s a combination of all of these initiatives that will see Harmony re-establish profitability.


    MINEWEB: What percentage of your production is now running on conops?


    BERNARD SWANEPOEL: All of the mines that we want – that would be all of our operations outside the Free State, plus the three biggest of our operations in the Free State. I would guess about 70 to 75% of our South African production is now on conops.


    MINEWEB: Gareth was telling me a very interesting thing a little bit earlier on – how you assembled a crack due-diligence team that you had initially intended to put together for the Gold Fields deal. You didn’t need it for that. So you put them onto your own assets. How successful was that?


    BERNARD SWANEPOEL: Yes, very. Obviously, I think, time will judge whether Gold Fields is a better company for the Harmony hostile bid. Certainly, we always intended to make Harmony a better company, with or without. As you said, we put the teams together, and then when the Gold Fields bid didn’t come off, we let them loose on some of our own operations. We thought that we ran pretty efficient operations. We still think so. We targeted 10% sort of overall improvements – express it as cost-per-kilogram reductions – and on the first three of our operations we seemed to be achieving 15%. So even when you think you’re in shape, you can probably shed another kilo or two.


    MINEWEB: More fat to be cut out. Talking about Gold Fields, how much do you still own, and are you planning to sell that stake any time soon?


    BERNARD SWANEPOEL: We acquired 56m shares in Gold Fields – thousands and thousands of shareholders actually did accept our offer. Difficult to believe now. But we sold 30m of those shares. So we still own 26m shares. Obviously, we’ve reclassified our stake in Gold Fields. We had a strategic intent. That didn’t come to fruition, so we reclassified it. It’s now purely an investment. But with the cash on our balance sheet, we also have no need to convert more Gold Fields shares into cash. Quite honestly, somebody who invests in Harmony gets better exposure to gold through our holding of Gold Fields shares than what they would get through more cash on the balance sheet. So it has been reclassified, but we have no short- or medium-term plans to dispose of it.


    MINEWEB: You have increased the amount you are going to spend on capex quite significantly – it’s almost going to double. Why is that?


    BERNARD SWANEPOEL: This is the year in which we will start with the mine in Papua New Guinea. That’s an open-pit mine. And the advantage of an open-pit mine is that it only takes 18 months to construct. The disadvantage of course is you spend all of the capital in a period of 18 months. So the biggest difference, year on year, is really – I think there is some R420m-odd coming through in this year already for the mine in Papua New Guinea. We have always capitalised our mines well in South Africa. We have been spending money on our South African growth projects throughout the Gold Fields bid, throughout the restructuring. So we believe we are funding our future.


    MINEWEB: Gareth mentioned you’ve got some very rigid cost targets, and various other targets that you have set for yourself. Are you confident, taking all into consideration – you’ve finished your restructuring – are you confident that the company is on the right track?


    BERNARD SWANEPOEL: You know, for us to be a worthwhile investment proposition, we need to have a decent profit margin. And we shouldn’t apologise for targeting that. We need to make more money than what it takes to maintain and grow the company. And we need to get our cost to that R75 000 a kilogram target level in order for us to be a viable business, quite frankly. So, perhaps we may be late by a day, but we can’t be out by lots, because we really need that to be a decent, viable investment proposition.


    MINEWEB: David Shapiro, what do you think?


    DAVID SHAPIRO: Overall, first I have to endorse what Bernard said about one company that tried to remove the legacy of the past. And also, I think, looking at the strike, you can see the pain in Bernard’s results. I think it’s one miner who has tried his hardest to turn his mines around. And I think they are going so far, they’ve pushed aside the Gold Fields deal, they are moving on now. Now to have to be burdened with a strike I think is a little heavy. But I think Bernard is a tough fighter, he’s fought through harder battles and, just judging from his history he will come out on top. And we do hope that they come out top, because it is a top mine and I think they’ve done a lot for the mining industry in South Africa.


    MINEWEB: Bernard Swanepoel, Harmony’s chief executive , and we do hope that strike gets resolved very quickly.

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Wednesday, August 10, 2005, 8:09:00 PM EST


    Gold and Dollar Market Summary


    Author: Jim Sinclair


    Let me be absolutely clear. The price objective of this generational bull market in gold is $1,650. When I say gold is going to $480 thence to $517-$529 and later above $1000, I am not backing down on prior opinions.
    Gold is the dollar and the dollar is gold. Differences can be experienced but not as long term fundamental realities with one exception which is too anti-life to even consider and gold positive for abysmal reasons.

  • $GOLD:$SILVER Ratio u.a.

    @Ghost


    Besser editieren anstatt onanieren, Herr Oberlehrer.


    Ich werfe mit billigen Beleidigungen rum ?


    Musst schon mir ueberlassen, die Prognosen von denen sind auch eine Beleididung.


    Arbeitest du eigentlich fuer Merill, JPM, Stanley, etc. dass du dich angesprochen fuehlts was ich ueber das PPT halte ?


    Wer bist denn Du eigentlich wirklich???????


    Gehen wir uns besser aus dem Weg, wegen den Weltfrieden.


    Diesen Kommentar editiere ich gerne 10 mal :D

  • Juniors aus Kanada

    @ Valueman


    Genco habe ich auch im Depo mit (-16%).
    Avino, da mag keiner verkaufen so wie es ausschaut,das meinte ich.
    Lege mal eine Order rein, ich habs gemacht,da gehts genauso wenig als bei den Silbervalley Titel.
    Ausser man haut kraeftig drueber uber den letzten Kurs. Ich glaube die braucht auch einen Facelift :D
    Ask ist bei 1.45 CAD und letzer Kurs war bei 1.33 CAD, mickrige 6300 Stueck.
    MAI.V ist auch ein guter Wert IMHO,schau Dir die mal an. ;)



    Servus


    XEX

  • Juniors aus Kanada

    BELIEVING IN WHAT YOU'RE BUYING


    by Doug Casey and Louis James


    Each day we speak to dozens of resource business professionals in our quest for undervalued small cap companies exploring for, or developing, gold, silver and other metals resources.


    These companies currently offer some of the greatest upside of any investment sector. But there is a downside: the stocks tend to be thinly traded, especially in the quiet summer months.


    To successfully navigate the challenges of trading during periods of low volume, specific approaches and strategies are required. Scott Hunter, of Vancouver's Haywood Securities, shared a few thoughts on the subject.


    The first and foremost thing to realize about thinly-traded stocks is that buying them is a psychologically difficult exercise. Jumping into the market when everyone else is running for cover is tough enough, but to do so in the full knowledge that low volumes can make it difficult to exit a position requires ironclad belief in yourself and the companies you've chosen.


    To make sure he believes in what he's buying, Scott keeps a logbook in which he writes out the "story" behind each company that he follows, noting the pros, cons and reasons why he chose to put money into the firm. After buying a company, he goes back to the log each week to refresh his memory on why he believed his picks to be winners. This, he says, helps to filter out nagging doubts that inevitably crop up when the market gets ugly. Investors with such systems can stay focused on their course to profits.


    One quality of thinly-traded stocks is that they are more prone to sudden and rapid drops in price, when nervous stockholders decide to liquidate positions. This makes picking a time to enter the market even more challenging than usual. A stock may fall considerably and then hold, looking ripe for buying, only to plummet even further, leaving early buyers out of the money.


    Scott mentioned a few of the signals that he looks for, to tell when a floor may have been reached. In particular, he said to watch for a sudden increase in the size of bids. If numerous blocks of 10,000, 20,000 or even 100,000 shares are suddenly being tossed around, it's a good indication that savvy investors consider the current price band a good buy. Scott also noted that such buyers don't always take their entire position in one bid. Watch for buyers getting filled on a mid-sized bid and then immediately placing another at, or near, the same price, indicating that the purchaser is amassing a larger position at the current price level.


    Of course, this is not a sure-fire indicator that a stock won't fall further. And it's also a strategy that works best for professional brokers who spend hours a day watching the fluctuations of the market. But for those investors with the time and means to keep a closer eye on a stock's daily trading, this is one more piece of data that can be used to make a Buy decision.


    Like any market, the quiet period will feature good and bad selling. "Good" selling comes when a stock's price goes down for legitimate reasons


    - some fundamental problem with the company or its assets that the market recognizes. But there will also be a lot of "fear-selling" - quality companies whose share prices dive for no better reason than shareholders panicking at the overall state of the market and heading for the exits - a phenomenon exacerbated by thin markets. But that same phenomenon can increase the upside: such "excessively undervalued" firms are the ones likely to bounce back to higher prices, once the market recovers, yielding profits for those who got in during the dip. Hence our frequent refrain of "Buy on Weakness."


    To spot opportunities created by such fear-selling, look for stocks that experience a drop in share price and then, several days later, undergo a larger-than-usual volume of selling. This is a sign of spooked investors bailing for no reason other than fear, and a prime time to acquire a good company for cheap.


    Increased buying or selling volumes can swing a company's stock price dramatically in thinly-traded markets. That is to say, if a holder of a large stock position panics and decides to get out at any cost, they may have to fill bids down to a very low price. Over the past month, we've seen several companies in a position where $5,000 or $10,000 worth of selling would have driven their share price down 30 to 50%.


    In such a climate, you have a shot at getting filled at ridiculously low bid prices. What you do is place your "stink bids" at the low end of the bid spread (which can be viewed using the "market depth" function of stock-tracking services, or by asking your broker) and then leave it on the market for an extended period of time - you may just catch a drop in the share price during a bout of panic selling.


    Another reason to bid low is that thinly-traded stocks also work in the opposite way: substantial buying can drive the price up quickly. Venture exchanges may be the birthplaces of "irrational exuberance." Therefore, savvy investors avoid buying at market prices and potentially having to pay a premium for their final blocks of shares. If you are in a rush to pick up some stock, it's often advisable to make small buys and then wait for the share price to settle back to lower levels.


    A way out for investors in thinly traded markets who want to sell significant blocks of shares when no one is buying is to call the company in question and ask about doing a "cross". Many companies will be more than happy to find a buyer who will pay a decent price for shares when the alternative is to have desperation selling drive the shares down, potentially triggering even further selling. This is particularly true if the company has just completed a financing and doesn't want those involved to become disgruntled when their recent share purchases suddenly fall out of the money.


    This approach is more likely to be effective for those wishing to sell larger blocks of stock - 50,000 or 100,000 shares. But for smaller companies, even 10,000 shares can have a significant effect on the price and thus be enough to make management pay attention. In any case, inquiring about a cross requires only a few moments, and it may well end up saving you thousands of dollars if you must sell when a stock you own is down.


    The bottom line here is that you need to be more careful in a thinly-traded market. That usually means taking greater pains to inform yourself about the details of a stock's trading history. When you want to sell shares in large company on the NYSE, you simply call your broker and ask him or her to sell, whereas, even for the best companies on the TSX-V, there are days when there are simply no bids. And the reverse can be true as well. You should know what you're doing and understand the possible consequences of an attempt to trade - or work with a broker who does.


    Regards,


    Doug Casey and Louis James