Beiträge von Eldorado

  • Aktie des Tages

    @ peter


    Ich bin kein prophet und keep a low profile, hier gibt es noch andere faehige mitglieder und leser,da bin ich eine kleine nummer im vergleich.
    Lese mal mehr und frage weniger sonst lesen die alle nur von unserer Unterhaltung. Hausmeister Krause kenne ich nicht. Lebst du dort alleine ?


    Ich hoffe du verstehts das, also bitte mehr lesen,dann kriegst du auch mit was los ist und welche aktien nun preiswert sind.


    Es ist nicht einfach die richtigen pferde zu finden, ich mache auch da meine fehler. Und mein fehler soll nicht dein fehler sein.


    MFG


    XEX

  • Aktie des Tages

    Peter, Oh no !


    Ich schreibe in anderen threads und moechte keine shares pushen oder irgend jemand hier beeinflussen.
    Es gibt den thread, welche aktie finden wir als schnaeppchen im moment. Dort kann jeder lesen, schreiben und sich eventuell was rausholen, was er/sie glaubt ist ein kauf.


    The biggest blame is if you blame somebody else !


    It's your risk, not my risk, ok ?


    mfg


    XEX

  • Harmony Gold Mining / HMY (NYSE), HAR (SA) und Gold Fields / GFI

    Swanepoel und Dippenaar gehoeren aufgehaengt dafuer.
    Die haben mit ihrem Afrikaanse Groessenwahn und Ego so viel kaputt gemacht. Ich wusste von Anfang das die Idioten bei Ian Cockerill auf die Schnauze fallen. Die brauchten die offshore assets von GFI um hier in dem Scenario zu ueberleben. Jetzt gibt es nichts ! :]
    GFI hat schon vor laengerer zeit im Ausland investiert und ist auf nummer sicher gegangen.Ian Cockerill ist ein guter CEO und Swanepoel ein Trottel wie Kebble. :D


    IMHO


    XEX

  • Harmony Gold Mining / HMY (NYSE), HAR (SA) und Gold Fields / GFI

    Posted to the web on: 12 April 2005


    Wavering Norilsk threatens success of Harmony’s bid
    John Fraser


    --------------------------------------------------------------------------------


    HARMONY CEO Bernard Swanepoel conceded for the first time last night that his bid for rival mining company Gold Fields could fail because of a U-turn by his chief ally, Norilsk Nickel of Russia. :D


    This shows that despite his confidence in October when the hostile takeover offer was launched, the bid may have been doomed from the start.


    Norilsk’s support for Harmony was achieved via an irrevocable agreement committing the Russian company’s 20% of Gold Fields to Swanepoel.


    Norilsk’s support has been widely seen as being essential to Harmony’s bid, as the Russians hold the largest block of Gold Fields shares.


    However, Swanepoel admitted last night that far from being staunch allies of Harmony, “Norilsk has consistently been on the side of Norilsk”.


    He said that at the time the irrevocable agreement was signed, Norilsk was being offered a premium of almost 30% on its investment in the all-share bid, in which 1,275 Harmony shares are being offered for each Gold Fields share.


    More recently, the ratio between the shares has altered, and Gold Fields shareholders would be able to get more by selling shares on the market than through accepting Swanepoel’s offer.


    Swanepoel said another reason for Norilsk’s deal with Harmony was that the Russians had not been fully consulted about plans to list Gold Fields’ offshore assets in Canada — a plan which was rejected by the target company’s shareholders in December.


    Swanepoel said that as long as Norilsk’s interests had been aligned with those of Harmony, the Russians had supported Harmony.


    However, he said he was aware of efforts by Gold Fields to put together a more attractive offer to Norilsk.


    “If an offer from Gold Fields were more to Norilsk’s advantage, I would expect Norilsk to behave rationally,” he said.


    He said that the terms of the irrevocable agreement “were clear from day one”.


    Norilsk could escape the agreement with Harmony if a substantially better offer were to be forthcoming, and the agreement would expire seven months after the offer was launched, which would be on May 20.


    Swanepoel said that he had attempted from the beginning to obtain an eight-month expiry date for the agreement with Norilsk under a worst-case scenario, but this had not been possible.


    Swanepoel recently met Norilsk to discuss the Gold Fields issue, and said afterwards that the issue of a possible extension would be raised at a later date.


    “Why would they, in the absence of key approval from the Competition Tribunal or a Gold Fields counter-proposal, give me an extension?” said Swanepoel yesterday.


    “An extension was not agreed to, nor excluded as a possibility.”



    Gold Fields claims that bias had been shown towards Harmony by the competition authorities.


    It said if the rules were applied as they should have been, the bid would have expired after 60 days.


    “Individuals are being served in their personal capacity, and the ramifications are quite horrific,” said Swanepoel.


    “If you take away the regulators, you can’t do deals again. Their purpose is to scare the regulators.”


    Swanepoel accused Gold Fields of having applied every legal trick in the book to try to frustrate and delay the approval proceedings. X( :D


    When asked whether he was optimistic that his bid for Gold Fields would succeed, Swanepoel said that Harmony had 11,5% of Gold Fields shares “and we may have a call option for the 20% (held by) Norilsk.


    “This is like starting a game of golf with a favourable handicap, or starting a race half a lap ahead of anyone else.”


    Gold Fields’ spokesman Willie Jacobsz said that Norilsk would not sell its shares to Harmony because the offer premium had been eroded and the Harmony offer was now 15% lower than the market price for Gold Fields shares. 8o

  • Das neue Südafrika

    South Africa's golden sunset


    By: Gareth Tredway
    Posted: '11-APR-05 14:00' GMT © Mineweb 1997-2004



    JOHANNESBURG (Mineweb.com) -- Uncontrollable costs are adding inordinate pressures on South Africa’s gold industry, which has accelerated the demise of older shafts, says the South African Chamber of Mines.


    According to a release by the Chamber on Monday, only 342.7 tonnes (11 Moz) of gold was produced in South Africa last year, the lowest level since 1931 and a third of the country's peak annual production. Despite the 8.8% or 33 tonnes (1.1 Moz) drop in production, South Africa remained the world’s largest gold producer.


    “The precipitous fall in production was caused by the dual impact of the fall in the rand gold price and the continued upward rise in costs (due in most part to costs outside of the control of the mining companies,” said a Chamber release, “which has accelerated the demise of older shafts.”


    There are no signs that the rate of decrease in production may be levelling out as the biggest tonnage fall came in the second half of 2004, where 20.2 tonnes less gold was produced compared to the last six months of 2003.


    The Chamber says that because of the cost pressures and the lower rand gold price, half of South African gold production is either marginal or mined at a loss. “Some 10 mines, employing 90,000 people and accounting for about 50% of production, are marginal or loss-making at the current price (excluding capital expenditure),” says the statement.


    Cost increases over the past three years include, an 18 percent rise in water prices, 30 percent higher steel prices than comparable countries, while labour, which comprises about 50 percent of production costs, rising higher than inflation over the past two years. Unions have already thrown out a 10% increase for 2005, compared to inflation of 4.3%.


    “The average increase in total production costs excluding capital expenditure rose by 13.4% year-on-year in 2004 versus only 1.4% for headline inflation and 4.3% for CPIX inflation,” said the statement, “The crucial issue here is that many of these costs are outside of the control of the mining companies with the result that costs are increasing at a rate faster than normal inflation.”


    Using data from GFMS, the London based precious-metals consultancy, the latest figures would mean that in 10-years since 1995, South Africa’s gold production has fallen 34.4% or by 179.7 tonnes.


    In the GFMS survey, entitled “Gold 2004”, South African gold contributed 22.8% of global production in 1995 and only 14.5% in 2003. The newest survey, expected in just over a fortnight will show just how much less South Africa contributed in 2004.


    The rand gold price fell by 3.8% to average R84,785/kg in 2004, says the chamber. It had already fallen by 15.8% in 2003 compared to 2002. At 4pm (SA time) gold was trading at $429.15 with the rand trading at R6.11/$ giving a local price of R84,303/kg.

  • DRDGold Ltd. / DRD (NYSE, JNB) und die Derivate

    Judgment reserved in DRD case


    Apr 12 2005 09:31:52:300AM


    Pretoria - Judgment was reserved on Monday in an urgent Pretoria High Court application by trade union Solidarity to set aside the appointment of liquidators for Buffelsfontein Gold Mines.
    The mine was provisionally liquidated in the Johannesburg High Court last month, and three provisional liquidators were appointed by the Master of the High Court.


    Solidarity, however, claimed the mine's 6 500 workers would not be represented in the liquidation process.


    It contended employees stood to be seriously prejudiced if preference was given to commercial creditors, rather than the workers.


    The union asked the court to set aside the Master of the High Court's decision to not appoint the union's chosen representative, Johannes du Plessis, as joint provisional liquidator and to direct the Master to appoint him.


    Solidarity secretary Andries van der Merwe said in court papers the union represented 268 employees, who had claims of over R21m.


    The union feared insufficient or no note had been taken of the plight of employees in the liquidation process.


    Van der Merwe said liquidators nominated by large commercial creditors were inclined to take decisions that did not secure the continued employment of the workers.


    Workers were mostly innocent victims of the insolvency of their employers. Appointing a liquidator nominated by their trade union reassured employees that their interests would be represented.


    Counsel for Solidarity argued before Judge George Maluleke that workers "were now sitting at home in great uncertainty".


    The Master of the High Court opposed the application, saying the matter was not urgent.


    The first meeting of creditors had not been held yet and the mine was still operating. If any workers were sitting at home, it might be just the 5% represented by Solidarity, the court was told.


    Acting Chief Master John Baloyi said in court papers the appointment of one of the liquidators, Barend Pietersen, in any event enjoyed the support of the largest trade union.


    This body, the National Union of Mineworkers, would represent the interest of all of the workers.


    Judge Maluleke will give judgment at a later date.

  • Schnäppchen Eck..welche Aktie ist preiswert im Moment

    Tschonko


    So nun sitzen wir alle in der desert sun,meine gingen fuer 1.53 CAD.
    Nun bin ich auch in Brazil :P



    SWG.TO wurde ganz schoen gehaemmert in letzter zeit. :(
    Meiner meinung momentan sehr preiswert,habe den stall jedoch schon voll damit.
    Die neuen Bohrergebnisse sollten heute helfen.
    Eine solide firma eigentlich,zaehlt mehr zu den seniors.
    XCL.TO wurde gleich bei opening gehaemmert, ein stop loss trigger,schaetze ich. Danach ging nichts mehr unter 29 cents.
    Almi war auch preiswert, habe leider keine munition mehr. :(



    Gruss


    XEX

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

    @ Gmorning Peter (heute bitte weniger fragen,lese mal mehr) ;)
    Are you lonely ??? :(


    The Coming Deflation Scare


    Steve Saville


    Below is an extract from a commentary originally posted at http://www.speculative-investor.com on 6th April 2005:


    In the 5th January Interim Update we said: "...if the various markets do roughly what we expect them to do then another big deflation scare is probably on the cards for 2005-2006. In particular, if a) gold and gold stocks experience normal mid-cycle corrections over much of this year, b) the stock market peaks during the first quarter of this year and then declines into the next 4-year cycle bottom (due in the second half of 2006), and c) commodities trend lower between the second quarter of this year and the third quarter of 2006 in synch with reduced global growth expectations and a strengthening US$, then deflation fears will once again begin to dominate the financial landscape. However, it's a very good bet that the end result of the 2005-2006 deflation scare will be the same as the result of every other perceived deflation threat of the past 70 years -- more inflation, one of the main effects of which will be currency depreciation."

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

    China allows online gold sales to boost demand



    Mon April 11, 2005 10:11 AM GMT+02:00
    SINGAPORE (Reuters) - China has said private investors may buy and sell gold through the Internet, its latest move to boost demand for the precious metal, industry sources said on Monday.


    From late March, individuals have been able to buy gold for investment online from the Bank of China and other selected banks which are members of the Shanghai Gold Exchange, they said.


    Earlier this year, China cut the import tax on jewellery to 21.3 percent from 23.3 percent in 2004 to help encourage foreign investors to set up jewellery factories as well as to boost consumption in one of the world's largest buyers.


    "Investors in China can now buy and sell gold through Internet banking with certain banks which provide the service," said Albert Cheng, managing director Far East for the industry-backed World Gold Council.


    Through Internet banking, investors can transfer money from their bank account into a gold saving account, making gold trading more convenient, said Cheng.


    An official at the Shanghai Gold Exchange said China now allowed online gold transactions.


    China is gradually liberalising its gold market but a few restrictions, such as the import tax, remain. Beijing still imposes a 17 percent Value-Added Tax that local dealers have to pay to import gold jewellery into China.


    But gold is now traded freely at world prices on the exchange, which began operations in 2002.


    "Starting March 28, individuals in China can buy and sell gold through their PC. It is similar to buying and selling stocks," said one dealer in Shanghai. "I think this is a right move."


    Dealers said China's gold demand was expected to have risen 15 percent last year to around 314 tonnes as the country liberalised its bullion market.


    "I'm not sure about March 28, but I can assure you this has taken place in China," said the official at the Shanghai Exchange, referring to online gold dealing.


    The Bank of China has issued gold bars called "2008" in the run-up to hosting the 2008 Olympics, the official said, adding the bars may be bought by local investors online.


    Spot gold was trading at $426.90/427.65 an ounce by 0654 GMT, versus $426.60/427.30 late in New York on Friday.