Beiträge von valueman

  • Der Ordnung halber - mein Depot

    Edel Man


    Ich gebe Dir recht und glaube, dass die Ölsandgeschichte ein Play wert ist; ich werde hier aber noch ein bisschen zuwarten, da ich glaube, dass alle Energieaktien derzeit etwas heissgelaufen sind.
    Kann aber auch ein Fehler sein, war letztes Jahr zu geizig für Solarworld 30,-EURO zu bezahlen (vor dem split)...die Entwicklung der Aktie hat mich dann eines besseren belehrt (+400%).


    Zu Ölsand:


    http://www.goldinvest.de/publi…&sc=&i=&y=3964&s=&offset=



    Wasser...übrigens ein sehr gute Thema.....trage diesem "Rohstoff" durch den Depotwert "Suez" Rechnug.

  • Endeavour Silver Corp./ EDR, EXK (TSX, NYSE)

    Edel Man


    Alle Silver-Comanies sind von Ihren Höchstständen ein gutes Stück entfernt. Ist auch völlig normal, da ja der Silberpries auch ein gutes Stück runtergekommen ist. EDR hat sich doch da noch ganz gut gehalten.
    Sehe keinen Grund für Zweifel in EDR und habe auch nichts negatives gefunden; überlege Dir lieber ob Du auf diesem Niveau nicht nachkaufen solltest.


    http://www.silverstrategies.co…fileNew.aspx?ticker=EDR.V


    Grüsse

  • Verfall des Hegemon USA

    “China VS U.S. – Round 1!”


    Did you go anywhere over the 4th?


    We drove down to Myrtle Beach & the Hilton last Friday. Attempted to spend some quality time by the pool Saturday but the needs of the family kept calling. Our little child had to go to the bathroom in a hurry. We made it to the bathroom but not in time enough to unravel the knot in the bathing string. So, I find myself holding a hand full of kid poop inside a bathing suit & heading back up to the hotel room to get cleaned up.


    But I think the good Lord wanted to remind me that vacations are for the “family” & not just daddies wanting to peruse their reading material by the pool in quiet. Just ain’t going to happen.


    Heading home later back to Greenville we witnessed all the incoming traffic heading down to Myrtle Beach for the July 4th weekend. The traffic was literally backed up all the way to Florence for over a hundred miles. I thought where are folks getting all this money to go on holiday & then I remembered all those wonderful home equity loans providing cheap money.


    Well, are you following events in China?


    Read a great piece in Time magazine while in Myrtle Beach -between the kid poop. What I liked best about this article was how effectively it illustrated the American naiveté as regards to how we as a nation view other countries. Very interesting. Listen to the following.


    “U.S. – China relations are stronger than they have ever been. So, why is Bejing engaged in a military buildup?” By Michael Elliot, Here Comes China!, Time Special Report, 6-27-2005


    Let’s stop here and think about what we just read. The audacity for a writer to ask why any nation is building its defenses is just beyond my comprehension. I suppose only America has the right to arm itself & to protect its interests? But the article gets even deeper than this as we read another great line below.


    “Will the U.S. come to think of China as a friend or a foe?” By Michael Elliot, Here Comes China!, Time Special Report, 6-27-2005


    First of all nations are neither friends nor foes. They are competitors. That concept seems to be something we as a people have simply forgotten. And the verbiage gets only deeper.


    “The U.S. & China are intimately linked – for better or worse. Can we make room for each other?” By Michael Elliot, Here Comes China!, Time Special Report, 6-27-2005


    When I read that last line it reminded me of ancient Carthage & Rome & how these two great empires were so careful & kind to “make room for one another” so long ago. The article goes on to quote Richard Haas, the president of the Council of Foreign Relations. He states how it is the goal of the United States to “manage” China's growing rise so that the U.S. may gently guide China “peacefully” within the U.S. Hegemony.


    Right!


    And I am sure China’s greatest concern is to be careful to not disturb the U.S. Empire or to threaten the balance of power including U.S. interests. But as China already knows very well the balance of power has already been upset & has already shifted east. The U.S. & her people already are quickly becoming in effect a colonial & Asian possession.
    And will China take a hard stand against the United States for seeking to interfere with China’s desire to buy a U.S. oil company?
    “China tells Congress to back off…” ChinaDaily.com, 7-5-2005
    I believe what we are going to begin to witness is China’s efforts to assert its new economic strength & to use those bargaining chips it holds in the form of U.S. debt.
    “The Chinese government on Monday sharply criticized the United States for threatening to erect barriers aimed at preventing the attempted takeover of the American oil company Unocal Corp. by one of China's three largest energy firms, CNOOC Ltd.” ChinaDaily.com, 7-5-2005
    This bid by China is merely the opening salvo of a calculated strategy to begin to back the U.S. into an economic corner so that China may begin more thoroughly to acquire important world assets.
    "We (China) demand that the U.S. Congress correct its mistaken ways…” ChinaDaily.com, 7-5-2005
    China is not a fool & they know they hold the high cards for bargaining. They hold the mortgage on the United States Debt & the U.S. Congress knows this.
    “But whatever comes of the Unocal battle, tensions over Chinese investment are probably only beginning.” ChinaDaily.com, 7-5-2005
    And if the United States stands in the way of China’s procuring important oil assets I am firmly convinced China is prepared to threaten to quit purchasing U.S. Treasury instruments. And how many politicians next election will that cost as the economy then drops off a cliff? China has the U.S. over a barrel & they know it.
    “But the simplest reason for tension may be the amount of cash at China's disposal: As investment pours in and China's central bank buys dollars to maintain the value of its currency, the country has amassed $650 billion in foreign exchange reserves. China has plowed much of that money into U.S. Treasury bonds.” ChinaDaily.com, 7-5-2005
    And now what we are witnessing is China’s calculated long planned strategy to start cashing in that $650 billion in U.S. foreign exchange reserves. And if the U.S. attempts to block this oil deal they are telling the Chinese simply that those $650 billion U.S. Dollars China holds are worthless & are not exchangeable for tangible assets.
    And what are the professionals continuing to say about gold?
    “Opportunity knocks” “Still, many analysts emphasized that the latest decline in gold prices provides a good opportunity for investors to buy in. THEY BELIEVE THE GOLD MARKET'S HEADED HIGHER IN THE LONGER TERM.” "Investors should be buying aggressively at these levels," said Ned Schmidt, editor of the Value View Gold Report.” "Gold and silver are now deeply oversold, and poised for an explosive rally," he added.” “Peter Grandich, editor of the Grandich Letter said the market may just surprise investors with "how fast it retraces the losses near term." “John Reade, an analyst at UBS in London, also believes longer-term investors should use any further weakness in gold to build positions as the metal "remains set to benefit from the medium-term weakening of the U.S. dollar that we expect," he wrote in a note to clients.” Myra P. Saefong, MarketWatch, 7-4-2005
    But still as we have observed gold continues to be ignored by the masses.
    And the masses have found a new investment craze that is hotter than a fire cracker. And that investment craze is of course real estate. I mentioned earlier we were in Myrtle Beach last week – a popular sea side tourist area – while there I observed the real estate craze in full swing. In Myrtle Beach there is a long waiting list to buy new condominiums. Before they are even built waiting lists to bid on these condos are completely filled up. And that is a mania waiting to crash.
    Let’s close with our discussion of China & their new plans to begin ridding themselves of all those accumulated U.S. dollars.
    "We invest too much in U.S. federal bonds, and they don't make us much money," said Pan Rui, a professor at the Center for American Studies at Fudan University in Shanghai. "Now we're learning to invest more wisely, to try to invest in American companies and industries." ChinaDaily.com, 7-5-2005
    Did you catch that last text coming out of China? Let’s here it again for emphasis.
    "WE INVEST TOO MUCH IN U.S. FEDERAL BONDS…” (and now China wishes to) “…invest in American companies and industries." ChinaDaily.com, 7-5-2005
    I believe China is telling us bluntly that their strategy is now changing & that it is their desire to begin cashing in all those U.S. dollar chips they have been accumulating.
    They are signaling their intent to:
    1 Begin unloading U.S. Treasuries.
    2 They have begun a buying spree for global assets & world resources.
    And if the U.S. government forbids China the freedom from making these purchases China will still unload their U.S. Treasuries & at a minimum will almost certainly cease the daily buying of U.S. debt.
    “Let us recognize that we are moving into a new phase of history.” James Howard Kunstler, The Long Emergency, 2005
    Yes, we are in for some interesting times ahead & very soon.
    FREE TRIAL gold letter --- 1(888) 836-7758 --- Or over the Internet:


    http://www.goldletterdv.com/su…bb434bd5651c2e667#instant

    David N. Vaughn
    Gold Letter, Inc.
    David4054@charter.net
    Gold Letter Website
    July 8, 2005
    Readers are advised that the material contained herein is solely for information purposes. The author/publisher of this letter is not a qualified financial advisor & is not acting as such in this publication. Gold Letter, Inc. is not a registered financial advisory. Subscribers should not view this publication as offering personalized legal, tax, accounting or investment related advice. All forecasts and recommendations are based on opinion. Markets change direction with consensus beliefs, which may change at any time and without notice. The author/publisher of this publication has taken every precaution to provide the most accurate information possible. The information & data were obtained from sources believed to be reliable, but because the information & data source are beyond the author’s control, no representation or guarantee is made that it is complete or accurate. The reader accepts information on the condition that errors or omissions shall not be made the basis for any claim, demand or cause for action. Past results are not necessarily indicative of future results. Any statements non-factual in nature constitute only current opinions, which are subject to change. The owner, editor, writer and publisher and their associates are not responsible for errors or omissions. The author/publisher may or may not have a position in the securities and/or options relating thereto, & may make purchases and/or sales of these securities relating thereto from time to time in the open market or otherwise. Authors of articles or special reports contained herein may have been compensated for their services in preparing such articles. Gold Letter and/or its affiliates may receive compensation & or stock options for the featured company’s right to publish & reprint & to distribute this publication. Nothing contained herein constitutes a representation by the publisher, nor a solicitation for the purchase or sale of securities & therefore information, nor opinions expressed, shall be construed as a solicitation to buy or sell any stock, futures or options contract mentioned herein. Investors are advised to obtain the advice of a qualified financial & investment advisor before entering any financial transaction.

  • Verfall des Hegemon USA

    Edel Man


    Ich habe Bandulet kennen und schätzen gelernt; seine Prognosen sind mit sehr grosser Wahrscheinlichkeit immer zutreffend.
    Die 600US$/Oz. in 2007 sind meiner Meinung nach sehr wahrscheinlich und vermutlich nur die untere Begrenzung.


    Grüsse

  • Nevsun Resources / NSU (TSX)

    Edel Man


    Wenn Du Dich an dem politischen Risiko nicht störst, ist die Gesellschaft erstklassig. Man kann aber nie wissen, wann die korrupten Regierungsmitglieder sich Ihre Beteiligungen mal wieder erhöhen.


    Mir ist die Kiste zu heiss. Solltest Du im Plus sein würde ich verkaufen und in Yamana oder Desert Sun Mining umschichten, das Potential dort ist ähnlich gut, jedoch ohne politische Unwägbarkeiten.


    Sollte jedoch alles glatt laufen in Eritrea haben Sie ernormes Potential; aber wie gesagt unter Abwägung der Chance/Risiko Aspekte kommt dort ein Investment für mich derzeit nicht in Frage.


    Grüsse

  • Der Ordnung halber - mein Depot

    Edel Man


    Danke für die Info, werde mir die zwei Sandkastenspielzeuge mal anschauen.
    FR gefallen mir sehr gut und den Preis den ich dafür bezahlt habe halte ich für günstig. Marketcap ist super (40Mio)...da ist noch reichlich Luft nach oben...und das Management hat bereits bewiesen,dass es was drauf hat und Projekte realisieren kann. Ich halte die Prognosen der Fördermengen in 2006 und 2007 dann 12 Mio Oz. zwar schon für ein bisschen gewagt, aber selbst wenn es nur 7 oder 8 Mio Oz. werden sollten geht das Ding ab und ist aktuell krass unterbewertet.
    Silberreserven 80 Mio Oz. mit guten Grades zwischen 180 und 300g/t dazu Goldreserven von 1 Mio Oz. die ich aber bewusst vernachlässige.
    Insiderowned shares 35% ist auch gut und sagt viel aus über die Erwartungen der Veratwortlichen.


    Grüsse

  • Der Ordnung halber - mein Depot

    Verkauf der Position Petroleo Brasilero
    Realisierter Gewinn 109%


    Liquidität im Depot dadurch 8%


    Kauf einer ersten Position First Majestic Res. Corp. zu 1,33EURO in Frankfurt
    [Blockierte Grafik: http://www.silverstrategies.com/images/firstmajestic.png]


    Es stehen noch 5,5% Liquidität für Neuanlagen/Nachkäufe zur Verfügung die in den nächsten Tagen investiert werden.


    Edel Man


    Kanadische Ölsandverarbeiter, interessant, welche Aktien hast Du Dir den da an Land gezogen?
    Bei Ölwerten rechne ich in nächster Zeit mit Rücksetzern, evtl. gehe ich dann da shoppen.


    Grüsse

  • jo herrgottsackra brunzbuam kaufts halt Palladium !!!

    goldbaum


    Keine Ahnung.....bin kein Hellseher. Wenn man aber von einem mehrjährigen Bullenmarkt bei den Commodities ausgeht wird PAL diese Marke bestimmt irgendwann mal erreichen. Aber wann....ich weis es nicht.


    Wie gesagt, Palladium sollte meiner Meinung nach im Moment nicht dominant in einem Portfolio vertreten sein, sondern nur beigemischt werden.


    Fokus liegt zumindest bei mir im Moment bei Gold, Silber und Energie, wobei ich bei den Ölwerten bald Gewinne mitnehmen werde.


    Grüsse

  • jo herrgottsackra brunzbuam kaufts halt Palladium !!!

    goldbaum


    Das mit der "Diversifikation" ist mir beim Durchlesen nach dem Schreiben auch aufgefallen, war aber zu faul den Text deshalb nochmals zu editieren.
    Hab ganz ordinär die Weckstaben verbuchselt.


    Bzgl. Palladium hab ich mich bislang nur mit AQP, PDL und GMKN beschäftigt.Einen steigenden Palladiumpreis vorausgesetzt, werden alle drei gut performen. Ich würde es mit der Gewichtung von Palladiumwerten im Depot aber nicht übertreiben.


    Grüsse