Beiträge von Eldorado
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Jetzt kommt man der Sache naeher, schade ich kann nicht zugreifen.
Haette mich schon gereizt mehr im Cortez anzulegen. Bin nur mit NPG und XCL dabei.@ Ulfur
Gogh ist hart im nehmen, hoffe er kommt wieder, meinen Zuspruch hat er jedenfalls. Man sollte hin und wieder die nackten Tatsachen auf den Tisch legen......
So hat jeder verschiedene Ansichten,ob nun Sally oder Mathilda, mit oder ohne.
Anyway, have a nice day
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Bravo ist auch in Nevada Cortez.
So, und jetzt kannst wieder selbstgeschpraeche fuehren.
Was Gogh bloss macht ???, ich glaube der ist sauer....Gnight
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Das Risiko noch weiter runter ist gering. IMHO
Da muesste schon etwas Fundamentales passieren was ich nicht glaube. Der Rand ""schwaechelte"" ein wenig, mich wundert der immer wieder und wuerde mich freuen wenn er faellt. Wenn er das tut, dann lachen wir uns eins..... Geduld !Goldfields ist fuer mich die bessere Aktie obwohl bei Randfall Harmony schneller steigen kann.
Unter 10 Dollar, ist sie geschenkt fuer den der Zeit hat zu warten.
Zwar Aktien aber leider kein Moos mehr in der Handtasche
Gnight
XEX
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Hallo
Nur eine Idee, hier koennte man kurz ueber Favoriten diskutieren die im Senior Sektor Gold/Silber sind. Entweder preiswert, teuer,oder zum verkaufen.
Ich lege das mal so rein, habe jedoch keine zeit uber Senioren zu schreiben. Ich bin in sechs threads, dass reicht mir.
Moechte eher reduzieren, nebenbei bemerkt.
Vielleicht fuehrt diesen thread jemand von Euch
Ansonsten sollen die Mods ihn verschieben und ihr ignoriert das.
Vielleicht sollte man auch eine Meckerecke aufmachen,dort kann man richtig Dampf ablassen.
Gruss
Eldo
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@ Ulfur
So wie ich Ian kenne expandiert der auch und macht was mit norilsk.
Ist ja guenstiger dort zu produzieren. -
""Es kann doch nicht sein, dass so ein
Miesling wie Harmony eine gut arbeitende, bald schon legendäre Mine schluckt !""....Ich denke mal es ist nun genug gestritten worden.
Hoffentlich ist damit Schluss. -
Die meinen auch zumindest halten.
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Schoen,mal eine Frau zur Abwechslung.
Welcome !
Gar nichts passiert, wenn du nicht tauschst, dann behaltest du natuertlich deine Goldfields. Wie es weiter geht, weiss keiner genau.
Mach Dir keine Sorgen mit Goldfields und lasse sie in der Schublade.Gruss
Eldo
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Tschonko, bravo !
Die Bralorne war unten auf 2.11 gestern, schade hat nicht geklappt bei dir.
Cliffie und CZN sehen heute schon besser aus.Wie waers mit Bravo ?
BVG.V, die juckt mich auch in den fingern fuer 29 cents... Aber !, ... -
Harmony"s subsequent offer for Gold FieldsHarmony advises that the Competition Tribunal has today approved Harmony"sproposed merger with Gold Fields,
...subject to certain conditions regardingretrenchment of employees. The approval by the Competition Tribunal was theonly outstanding condition precedent to Harmony"s subsequent offer andaccordingly Harmony"s subsequent offer is now unconditional in all respects.Harmony will begin settling acceptances of the subsequent offer as soon asreasonably practicable, and in any event by no later than 17 May 2005.While Harmony continues to believe that a merger with Gold Fields has compellingcommercial rationale, Harmony considers that an increase in the offer ratio to alevel that reflects the current relative share prices of Harmony and Gold Fieldswould represent an unacceptably high transfer of value to Gold Fieldsshareholders.Accordingly, Harmony hereby announces that it does not intend to extend orincrease the subsequent offer, comprising 1.275 Harmony shares for each GoldFields share. The last day to acquire Gold Fields shares to participate in Harmony"s subsequent offer will be at the close of business on Friday, 13 May2005, with the subsequent offer therefore closing at 12:00 p.m. (South Africantime) on the record date being Friday, 20 May 2005.
The Board of Harmony will continue to act in the best interests of Harmony shareholders :D, and will continue to look at opportunities and investments as they appear.
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For the board of the directors, I guess !Gruss
Eldo
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A fellow Aussie Cafe member was kind enough to send the
following:Mezz loans or mezzanine loans are virtual second
mortgages.Hedge funds and banks might swap first mortgage holdings
and instruments for mezz holdings and instruments when
the economy looks good - mainly for the greater yield,
and move back into first mortgages when the economy looks
like contracting. The trap is to be caught holding the
wrong one, especially when such holdings are leveraged.
And just like LTCM, the spreads can suddenly widen instead
of being relatively predictable or narrowing.Correlation is the "running in parallel" nature of the
two instruments. And when they don't run parallel then
big trouble for those that are betting on correlation.***
All the talk on CNBC is about hedge funds. Our input has
Deutsche Bank and JP Morgan (both Gold Cartel stalwarts)
as ones taking major hits - most likely along with various
hedge funds.JP Morgan was last at $35.26, down 70 cents.
Stay tuned!!!
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Erstaunlich, fuer solche Beitraege gibt es drei Daumen runter in der Bewertung, was ist das fuer ein Volk frage ich mich.
Ok, ich sage lieber...
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""....hab ich mich da auch getaeuscht ? :D, das frage ich mich auch hin und wieder"".
Jetzt habe ich eben die CNZ und wir haben das Thema Indianer schon mal besprochen mit dem Umweltschutz.
Die sind nur maechtig in den keller weil zinc gefallen, weil ein paar Locos't verkauften bei letzen tsunami.Umweltschutz und Gesetze, damit muss ich auch leben.
Bei break-even die haelfte weg wenn keine besseren news kommen oder hype.Ich kenne kein US Board um da nachzuschnueffeln was die cowboys darueber reden, egal !
Mal schaun, geduldig und froehlich bleiben heisst's.
Gruss
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Dachte mir schon das die Kasse leer ist, hast bestimmt gut eingekauft.
Ich halte mehr titel als du,es nicht einfach diese zu ueberwachen.
Da habe ich 8mal mehr zu tun wenn ich meine anschaue.
Grossaktionaer, :D.. mit 10-500 each, bin ich auch.
Wir sind ja cowboys und reiten gerne die Juniors
Rauf und runter,... manchmal steht man so davor....siehe Chart
Wir haben heute blauen Himmel ueber dem Kap der guten Hoffnung.Isn't nice ?
:P, what a mission !! -
VEHICULAR BOND SLAUGHTER
By Eric J. Fry
Now that GM's credit rating clings for its life, millions
of bond investors are holding a candle for the auto titan -
hoping for a miraculous recovery.If GM's investment-grade rating sheds its mortal coil, the
entire corporate bond market may suffer a near-death
experience, especially that portion of the bond market that
already faces life and death situations every day...the
junk-bond sector.Now more than ever, therefore, junk bonds – known in polite
company as "high-yield" bonds – might not be suitable for
widows and orphans...or for married couples and their
children...or for divorcees...or for same-sex partners...or
for almost any other sort of investor who favors return OF
capital over return ON capital.Last week, an intellectually honest credit analyst at
Standard & Poor's named Scott Sprinzen, plunged the credit
ratings of both General Motors and Ford into the ranks of
junk borrowers. In so doing, he seemed to plunge many junk-
bond investors into a state of extreme denial.To be sure, many GM bondholders panicked immediately upon
learning of the downgrade and dumped their holdings.
Likewise, many other high-yield investors reacted swiftly
and decisively to the news by dumping an array of high-
yield bonds.A few steps removed from the fray, however, the owners of
closed-end funds that invest in high-yield securities
steadfastly held their ground. They responded as if GM's
travails posed no risk whatsoever to the rest of the high-
yield market.RMK High Income Fund (NYSE: RMH), for example, continues to
hold near its recent highs, even though GMs bonds are
plummeting toward all-time lows. Are RMH shareholders
courageous or naïve? (Or maybe they're courageous AND
naïve). Let the reader decide.We would readily concede that GM bonds and the rest of the
high-yield market are not one and the same. But neither are
they as different as RMH's resilient share price would seem
to imply.The chart below presents the recent yield histories of a GM
bond maturing in 2015 and an index of BB-rated bonds (GM's
new peer group). A close correlation between the two is
readily apparent, as is the recent spike in GM's yield to
distressed levels.If GM's bonds - the newest and largest members of the junk-
bond ranks – are reflecting extreme distress, shouldn't the
prices of closed-end funds that specialize in junk bonds be
reflecting at least mild concern? A few of them are, but
many are not.Last week's twin-downgrade of Ford and GM was not an every-
day event. To the contrary, both automakers are massive
borrowers. "GM, with about $300 billion in notes, bonds,
loans and asset-backed securities as of Dec. 31, and Ford,
with about $151 billion, are the biggest companies [ever]
cut to junk," Bloomberg News reports. "The former biggest
so-called fallen angel was WorldCom, which had $30 billion
of bonds cut to speculative grade on May 10, 2002. GM's cut
affects about $200 billion of debt."
For perspective, GM's debt alone would account for about
15% of all U.S. high-yield bonds outstanding. In other
words, junk-bond buyers might find themselves with much
more junk than they wish to buy. And a dollar spent buying
a bond issued by GM or Ford bonds would be a dollar NOT
spent buying some other sort of junk bond. Net-net, we
suspec t GM and Ford will be about as welcome in the junk-
bond market as a windstorm at an origami festival...and
just as disruptive."When Standard & Poor's shunted General Motors and Ford
into the credit junkyard on Thursday," the Times of London
remarked, "there was no groan of bending steel, no screech
of torn metal."Very true. But a car that is hurtling off a cliff makes no
sound whatsoever...for a while."The cliffhanger is whether another ratings agency, such as
Moody's or Fitch, follows S&P's lead," the Times continues.
Such a decision would push GM out of Lehman's Global
Aggregate index and into the world of fixed-income
"untouchables." Many pension funds and other institutional
investors may not own junk-rated bonds. If/As/When these
institutional investors must disgorge their GM and Ford
bonds, traditional high-yield investors might choke on the
supply.As for the prospect of a meaningful financial recovery at
GM, we are dubious. Nothing short of the miraculous will
enable GM to recover any semblance of its past glory. The
automaker's share of the U.S. auto market during the first
four months of the year tumbled to an 80-year low of 25.6
percent - down from 27.3 percent in the same period of
2004."Although GM has substantial cash reserves," Sprinzen
ominously concludes, "its ability to withstand persistent
poor financial performance is not unlimited."Maybe the worst is over already for the high-yield market,
but we doubt it. And even if we wanted to believe it, we
would not bet on that outcome with any of our own money.
Hold a candle for GM's credit rating if you wish, but don't
hold your breath.[Ed. Note: Dan Denning has been predicting GM's demise for
a long time. Hark! Another prediction of Dan's comes true.
The good news is, there are still a few dominoes left to
fall, and the fattest profits are still to come... -
Thanx, ich habe nur damit geliebaeugelt und bleibe bei dem was ich kenne. Ison machte aber einen Hupfer bei dem waere ich gerne dabei gewesen.
Du kennst dich da besser aus mit Nano. -
..... aufpassen Peter, dass geht wieder zuweit !
Who are you ?.... Wer ist der Schmierfink ?Hier einige Zitate und ""wertvolle"" Beitraege von Dir , da kann jeder lesen und sich eine Meinung bilden:
http://www.goldseiten-forum.de…h.php?searchid=28607&sid=...Ich habe nie gesagt Appendix kann etwas dafuer,der hat nur den Thread aufgemacht. Du kannst gerne hier weiter schreiben vielleicht kriegst du die Daumen wieder rauf.
Nachdem kein Mod einschreitet habe ich ein Wolkenbild fuer dich zum Abschluss bevor ich hier raus bin aus diesen thread. -
'Consider public interest' – G'Fields
Allowing a hostile take-over of mining company Gold Fields by rival Harmony was not in the public interest, the Competition Tribunal heard in Pretoria on Monday.
A merger could be to the detriment of the industry, to empowerment and to at least 1500 Gold Fields employees who stand to lose their jobs, lawyers for the company contended in closing arguments.
'These are people'
"These are not golf playing ornaments, they are people," Jeremy Gauntlett, SC, argued for Gold Fields. The mining company is asking the tribunal not to allow the merger, or alternatively to impose strict conditions.
The fact that the 1500 individuals facing retrenchment because of the merger were shift bosses or higher and did not face imminent poverty, did not improve the picture, Gauntlett said.
"They are human beings. There is no justification for it. There is no rationale."
Gold Fields contends there is no reason for the 1500 — the figure at which Harmony has agreed to cap retrenchments — to lose their jobs. Gold Fields itself had no intention to lay off employees.
The company urged the tribunal to consider such public interest factors when deciding on Harmony's hostile bid.
Competition the main issue
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...... sorry Appendix, ist nicht dein Fehler, recht machen kann man es wenigen .... was solls,..... please somebody else go on.
