Beiträge von Edel Man

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

    Was das Investment in Edelmetalle anbetrifft,stehst Du bei weitem nicht allein.


    Wenn nur einige % aus meinem Umfeld nur annähernd so investiert wären,
    geschweige die breiten Massen,wie meine Wenigkeit,sähe das schon anders aus.


    Nebenbei ist das auch ohne grosse Recherchen ein wunderbarer
    Kontraindikator für den eigentlichen Anfang der Edelmetallhausse.


    Die Verwandten sind (noch)draussen, die Milchmädchen wissen noch gar nix. :]


    Grüsse

  • Yamana Gold Inc./ YRI, AUY (TSX,NYSE)

    ---Dr.Bandulet ist zu 2,10 E im Nov.2004 rein.Er sagte zudem exakt:
    Verkauf bei C$ 6,Stop-loss bei C$ 4,48 oder E 2,94,Basis Tagesschluß.
    Ist also durchaus positiv eingestellt. :]


    ---Hat aber mit meiner Einstellung gar nichts zu tun! Hab da immer eigene Wertung.


    ---Überlege mir ja Wiedereinstieg,sh. früheres Posting oben. ;)


    Grüsse

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

    Aladin @


    Paßt genau in unsere Philosophie: C$, aber auch in Aktien!!
    _______________________________________________


    Thursday, October 13, 2005, 7:52:00 PM EST


    By Gold or go Loonie?


    Author: Jim Sinclair


    Dear Jim:

    I have had reasonable "luck" with the Euro in the last 4 years. Now I am trying to decide long term which might be the better item, gold coins or a Canadian dollar position. Can you help me?

    CIGA Son of John

    Dear Son of John:

    We have to be both fundamentally and technically correct in order to have comfort in a long term investment position. We also need to define the character of the investment we are considering.

    Gold coins as long term positions are bedrock investments made with free liquidity. Since I believe gold will go to $1,650, there is a multiple that makes gold coins attractive as I see it.

    All currencies are paper relative to each other. That means they are valued according to their relationship with all other paper currencies and thence to gold itself.

    I have often expressed my problem with the euro as its "success" is primarily based on a great public relations program that named a currency after nothing at all. It held well until the dummies in Brussels - not realizing what they did to make the euro a success - tried to make the euro into a currency representing a real country through political means.

    Can you imagine that the leaders of the European economic community never realized why the euro was doing so well? These enlightened leaders assumed it was their effort that was being reflected in the success of the euro.


    The euro represents no country as there is no country called Euro. When they tried to make a country EURO by the adoption of a political constitution, the basket of euro currency was revealed to be what it actually was - garbage. That made the dollar look good in comparison.


    Now the dollar egotists are about to blow up in an inflation they do not understand nor have they anticipated. As a result, gold will outpace both the euro and the dollar. In time, due to levels of debt, the dollar will take the position as the low man on the totem pole again, making the euro a higher class piece of garbage. Let's hope that the citizens of virtual Euroland contain the geniuses in Brussels, making them stick with an economic union rather than feathering their political nests by inventing a new country named Euroland they will run into the ground.

    The Cando (Canadian dollar or "Loonie") has long term positive technicals and with its huge oil reserves (second only to Saudi Arabia) is trading as a petro-currency. So it will outperform the US dollar. In years to come, the fact that Canada has the most potable water on earth will compete with petroleum as reasons for owning the Loonie. In my opinion, where you must carry a currency position, make it primarily the Cando.

    Regards,
    Jim

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

    Go For Mining Stocks, Says UBS
    October 14 2005 - Australasian Investment Review – (AIR)


    In the past two months UBS has made significant changes to its global economic forecasts, with higher oil price forecasts leading to lower growth estimates apart from China, where growth forecasts -on the contrary- have been increased.


    As a result, and following recent weakness in share prices in the sector, the broker suggests the mining sector is offering good value.


    Diversified mining remains the broker’s number one pick :] in the resources sector on 3, 12 and more than 12-month timeframes, the positive view a combination of long-term constrained supply and an expected increase in intensity of use.


    While rating near the bottom of its sectoral picks on a three-month view, Energy is the broker’s second best sectoral pick ;) on a more than 12-month view, followed by base metals.


    While commodity Chemicals rates highly in a 3-month outlook, longer-term the broker suggests it is likely to produce the poorest performance of the resources categories.


    In the broker’s top 15 global resource stock list there are six mining companies, namely Anglo American, BHP Billiton (BHP), Lonmin, Rio Tinto (RIO), Teck Cominco and Zinifex (ZFX).

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

    Wenn wir die GATA nicht hätten! ;)
    Die müsste schlichtweg neu erfunden werden.


    Leider wird die von den vielen Hasenfüssen und Lemmingen nicht gelesen,
    die immer wieder nach den widerlichen Aktionen der Manipulateure umfallen.


    Man kann nicht genug betonen, daß die FED nichts anderes ist als ein Kartell einiger US-Großbanken.


    In dem ganzen Umfeld hält sich Silber gut.
    Hoffentlich ist der Spuk bald vorüber.
    Dann wird 500 $ bei Gold fällig! :]


    Grüsse

  • Yamana Gold Inc./ YRI, AUY (TSX,NYSE)

    valueman


    Deine stetigen Beiträge erwecken Aufmerksamkeit.Hier jedenfalls bei mir. ;)


    Das ist eine von mehreren Spieleraktien gewesen,die ich vor Jahren
    gemeinsam mit anderen kaufte, um sie liegen zu lassen.
    Damals als Pennystock!


    Tat ich nicht. X( .Grummelte öfter darüber.
    Guck ich mir wieder an.


    Grüsse

  • Juniors aus Kanada

    valueman,Aladin


    Moin! CLG +9,76% ,wenn schon! :D
    Erwähne ich auch nur deshalb,weil seit gestern auch hpopth auch CLG-Eigner.
    Vielleicht hat er den Kurs hochgetrieben. :]


    Phase 2 iO.auch mE,überhaupt nicht utopisch.
    Über Phase 3 wollen wir erst garnicht reden!


    Grüsse

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

    China's growth projection to boost commodities
    G. Chandrashekhar


    Mumbai Oct 12


    CHINA'S commodities bull story which has held everyone's attention in recent years, is far from over. In the near future, the Asian giant's growth could be even stronger than the scorching rate so far.


    Support for this extremely optimistic view is drawn from China's Communist party endorsement of doubling the country's GDP per capita by 2010 as compared with the year 2000.


    China has been one of the key drivers of the commodity market in the recent years. With economic buoyancy, rapid industrialisation and urbanisation came a strong demand for a wide range of commodities including energy (crude), base metals (copper, zinc) and agricultural goods (vegetable oil, soyabean, sugar, cotton).


    The latest report of China's Communist Party plenum endorsing the country's goal of doubling its GDP per capita has sent a fresh wave of excitement and apprehension in commodity markets. The endorsement would imply a per capita real GDP figure of $7,687 (purchasing power parity adjusted).


    Strong manufacturing and construction activity has driven Chinese metals' demand and continues to do so as reflected in robust fixed asset investment and industrial production.


    Although demand for copper has risen substantially over the years, yet the per capita demand is still considerably low vis-à-vis Asian neighbours such as Japan, South Korea and Taiwan.
    Despite being a large producer, importer and consumer, China's per capita consumption of many commodities is modest primarily because of a large population (1.3 billion), modest income levels and large rural population.
    With the country set to pursue the objective of doubling GDP per capita, demand for a whole range of commodities — agricultural and industrial — is sure to soar.


    For instance, copper consumption of a mere 1.9 kg per capita would more than double to 4.6 kg per capita by 2010 which would mean 6.3 million tonnes per annum.


    In case of energy too, of which China is the world's second largest consumer, demand will more than double in the next 20 years, with extension of the energy infrastructure boosting aluminium and copper demand, experts assert.


    For the world market that is already reeling under a bull run in many commodities, the latest China story is sure to provide a further shot in the arm. The report is highly supportive to prices.


    What is unclear at this point in time is to what extent it would impact the widely expected global economic slowdown due to high crude prices and what would be exchange rate policy China would follow.

  • Cortez Trend - Nevada

    McEwen still digging for gold
    ...Continued


    Q. Your involvement has obviously renewed interest in U.S. Gold's stock.


    A. Everybody who's joint ventured or run it before has wanted to put the surface resources into production. To me, you don't want to do that. This is an exploration play, not a small production play.


    Q. How expensive is this kind of exploration and how much cash do you need to raise?


    A. I would like to be sitting on sufficient funds to be able to run for 18 months to two years exploration. So it's probably about US$10-million. We have to raise that much, probably through an equity investment.


    Q. Do you expect an investment from one of the majors on this trend?


    A. No, investors, whether retail or institutional.


    Q Tell me about NovaGold Resources Inc. (it has been buying up U.S. Gold shares at the same time as Mr. McEwen).


    A. They own about 16% of the company. They were buying it to do exploration on it. We've had discussions because they're our second largest shareholder and we'd like to keep the door open. Just discussions right now.


    Q Are you going to fight if they try to make a run at the company? (He once donned boxing gloves for the photographers in the defence against the Glamis gold bid.)


    A. No, no. They're good exploration guys.


    Q. What about your other investments?


    A. I have a 12% stake in Guyana Goldfields [Inc.] (GUY/TSX) ... I have about a 50% interest in [oil and gas junior] Lexam [Explorations Inc.] (LEXh/TSX-V). In the early 90s we were drilling for gold on the property and we hit oil. We drilled 42 or 43 holes and 27 of them hit oil and two of them flowed to surface. It was one of these stories that takes your eyebrows and pushes them above your forehead pretty quickly ... It's a large property package that has some interesting characteristics to it, and it's the only deep basin in Colorado that hasn't been drilled.


    Q. Would you sell Lexam to fund your gold exploration plans?


    A. I'd personally like to drill it. It's a big property. I like large targets.


    Q. What is your outlook for the gold price?


    A. It hasn't changed. Five years out, US$850 per ounce. I believe we're now in the second phase of the gold market. The first phase involved gold moving higher against the U.S. dollar. The second phase, which started this year, is gold moving up against all currencies. ;) And the third phase will kick in with public participation and it will start increasing as we start going through US$500 and US$600 per ounce. And it will start running away. But right now gold is not on the radar screen for most people, for most investors. :]

  • Cortez Trend - Nevada

    McEwen still digging for gold
    Former Goldcorp chief has his eye on Nevada

    Lori McLeod
    Financial Post


    Thursday, October 13, 2005


    Former Goldcorp Inc. chief executive Rob McEwen was a fixture in the Canadian gold industry for years. But he left Goldcorp earlier this year after he fended off a bid from Glamis Gold Ltd. and steered his company to a merger with Wheaton River Minerals Ltd.


    Now this gold bug is throwing his considerable wealth and reputation behind exploration of the Cortez gold trend in north central Nevada. Mr. McEwen spoke with the Post's Lori McLeod about how a deep drilling approach could lead to paydirt in one of the world's hottest mining regions.


    Q. After taking a big stake in U.S. Gold Corp. (USGL/OTC BB) you recently took the helm there. Is this your new Goldcorp?


    A. I think it has a lot of potential. It's in a great district and has a lot of exploration upside. Sitting 10 miles away is Placer Dome's Cortez Hills discovery, which basically changed the future of this trend, which is called the Battle Mountain/Cortez trend. Placer's discovery basically said within the trend is Carlin-style mineralization, which is a new revelation. Carlin, which is 20 miles away, is another trend that hosts about 180 million ounces of gold of which about 60 million has been produced so far.


    Q. When did you actually become interested in this property?


    A. I became interested in the Cortez trend several years ago. We were looking to buy an interest in a producing mine there. And I went, "Wow, this is a remarkable part of the world." And that deal didn't come to pass, and so Goldcorp, through my direction, invested some money in a company called White Knight [Resources Ltd.] (WKR/TSX-V). When I stepped down as CEO [after the merger], the new management group had a preference for buying advanced exploration plays and properties already in production, so the decision was made to sell [the junior exploration portfolio]. I stuck up my hand and said "I'll buy some of these things you're selling."


    Q. And these are your own personal investments?


    A. That's right. I bought a 10% interest in White Knight, which I subsequently increased to 17%. And I'm looking at the claim map which shows this district. At the top of the district you have Newmont [Gold Corp.] and Placer [Dome Inc.] with big land positions ... at the bottom end of the trend you have Newmont [Mining Corp.], Placer and Barrick [Gold Corp.] If you were to think of it as a sandwich, the majors are the two pieces of bread, and in between are a number of small, junior explorers that have a good size chunk of the trend. But they're underfinanced, and they've sold off parts of their properties to majors. But U.S. Gold's property is still 100% owned, and its very strategically located, it hasn't been explored at depth ... and White Knight has property on three sides of it.


    Q. What's the appeal for investors?


    A. You're in the right country from a standpoint of foreign exchange, you're in the right state from a standpoint of discoveries, and you're in the hottest trend in that state. If you could create a vehicle where investors could appreciate the magnitude of discoveries that have been made down there [along with] the possibility of making others, they would say what type of stock do I want to play? Do I want a senior, where I'll get a move but not much, or do I want to play a junior that has a chance of tripling or more?

  • Juniors aus Kanada

    Naja der Crystalball,


    mit vielen IF´s.Schon vorsichtiger ,aber unverdrossen $94.
    Weiß der Henker, was die da drüben im Schilde führen.


    Aber immerhin ist er und die Gang hinter ihm bullish für Silber,
    und verliert Gold 1000 $ nicht aus dem Auge. :))


    Ist doch OK. :]


    Grüsse