Beiträge von Edel Man

  • Juniors aus Kanada

    Bemerkenswert das relativ gute Ranking von Tan Range / TNX.
    Sähe heute sogar noch wesentlich besser aus.
    Gründer und Mehrheitsaktionär : Jim Sinclair! :]


    Ist nach meiner Kenntnis die einzige Goldaktie neben
    Royal Gold / RGLD auf der Grundlage von Royalty - Erträgen.


    Diese Aktien werden in Krisenzeiten besonders sichere Investments
    sein aus den bekannten Gründen der Risikominimierung.
    Beide sind aber schon weit vorgelaufen.


    Grüsse

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

    Auszug aus dem Artikel "Bullion Charts - The Katrina Edition
    By Thomas DeChastelain
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    An Empire in Decline


    Katrina is an event which will accelerate the decline of America. What once I thought would occur over decades and centuries will probably now occur over years and decades.


    A civil war in our lifetime is very possible. It will not be with the degenerate neoconservative leadership currently in charge, but with what replaces it - a right wing nationalist movement, most likely within the Republican party itself. It will quickly devolve into a quasi-Facist belief system. A market bottom (for general equities) will come during this time, when blood, literally, is flowing in the streets.


    The big think tanks have a cost of $100 billion for Katrina reconstruction. They are wrong. Anyone with project management experience can tell you to multiply that number by 2.5; and that is with competent management.


    Neoconservative theory states that increasing corporate profit margins is the variable around which a society should be organized. This is optimized by redistributing the maximum amount of money from the taxpayer into corporate coffers, for the smallest return to nation and said taxpayer. Forget about a dike system like the Dutch. The neocons hate the Dutch.


    Look instead to the Afghanistan and Iraq reconstruction model to be followed in America. Expect lots of non-competitive cost-plus contracts with no deadlines and waivers allowing them to employ illegal aliens. The inhabitants? Please. There is a reason why the evacuation process often resembles a prisoner transfer.


    Bush stated that the US could do both Iraq, and domestic reconstruction. The US can do neither. The US is broke. They are in debt up to thier eyeballs. Their cashflow is negative.


    When this becomes apparant expect the neocons to attack Iran. Completely under the radar is the fact that the US currently has six plus of their best front-line divisions in Iraq. "Officially" they are there to support upcoming constitutional elections. I remain sceptical.


    Not shown here but silver has done what I had once thought gold would be doing pre-Katrina. Looks like a big false break-down. The sharp bounce back along with excellent COT structure bodes well for gold. A strong silver price is also good because it would be a sign that the overall markets are not going to crash. I think a general market crash is the only last real threat for gold stocks.


    The charts for gold are all bullish. The charts for the dollar are bearish. The action last week may have been an emotional reaction to Katrina - or more fundamentally an anticipation of the Fed being forced to end his rate-hike regime. This is confirmed by the bond market.


    It is hard to imagine things getting worse than last week. I think the relative illusion of progress and some semblance of organization will cool things down temporarily. With the arrival with Gen Honore we finally have some stress tested adult supervision working the problem. The resources available to him are only a fraction of what should be made available. If there was ever a time to go over the top and throw the kitchen sink at something, then Katrina is it.


    FEMA and HomeLand security have become holy grails for organizational brainlock. The heads spend more time in front of cameras telling everyone how great they are, than actually doing thier real jobs


    I think the market is wrong about Greenspan. I think he wants to keep raising rates. I think he wants to reload his gun as much as possible. I think he is terrified of what a plumetting dollar would do to the oil price - and will blow as much air as he can under the dollar.
    The general equity markets are playing a game of chicken with the Fed. The markets remain relatively strong in anticipation of the Fed lowering rates. The Fed, seeing relatively strong markets, finds no reason to stop doing what he wants to do. In a game of chicken one does not fight the Fed. The Fed will win. The Fed will raise rates until the market crashes, and that is the world we live in.


    I find it hard to imagine the gold complex retesting last year's lows. I find it hard to think even my reverse H&S target would be reached. COT though still stikes me as being bearish...in the end, price action trumps all.


    I have exposure to gold and oil because I think they will continue trending up. I know the oil bears state that there is no supply problem, and the multi-country release of oil will batter the oil price. Maybe. I think countries all releasing strategic reserves, even when supposedly there is no supply problem, and production is at its highest levels since the Dawn of Creation - is perhaps the first concrete signal that Peak Oil is upon us.


    I think gold and energy are necessary stocks to hold if you want to protect yourself from being priced into the stone age.


    I would also hold a healthy portion of cash. In trying to predict how Katrina will affect markets, your guess is as good as mine. In the end I don't know, I can only speculate. The cash is there in case I wake up and find that everything is going down the drain. In that case the cash is there ready to pick up more gold and oil once things look to have bottomed.


    America does not have a real man in charge. Remembering to keep your thumbs turned in, does not make a strong leader. He is a wanna-be, a fake...a poseur. He is leading America into ruin. That is not speculation. That is certainty.


    Good trading.


    posted Monday 5 September, 2005
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    Grüsse

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

    Kann mir ein paar kurze Anmerkungen nicht verkneifen:


    Gold: Das glaube,wer will, daß Gold erst in 9 Monaten loslegt.Verwechselt er was? ;)
    ------ Und "GET OUT FROM METAL STOCKS"...? Schwache Hände lassen grüssen.


    Oil: Völlige Richtungsumkehr von M.Guru. Nix mehr 50$ oder so! :]
    ----"NATURE IS NOT HAPPY......OIL WILL GO UP CONTINUOUSLY"


    Dollar: Da ist er unverdrossen mit den FED - Konsorten im Rücken. Mal sehen!


    Grüsse

  • Cortez Trend - Nevada

    Von Joe Ferrazano 4.09.2005


    Grüsse
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    USGL.OB (US Gold Corp) experienced a dramatic rebound last week (see second chart from bottom in the group above), and, as discussed last week, appears to be doing an Elliot Wave A, B, C correction en route to filling it's downside gap below 1.00. USGL.OB (US Gold Corp) looks interesting both technically and because this mining firm is now run by ex Goldcorp CEO Rob McEwen. USGL.OB is more than 10% owned by Novagold Resources (NG). It has a downside gap below 1.00 that will probably get filled in the near future (see second chart from bottom above). The stock recently peaked at 2.20ish. The stock was extremely oversold two weeks ago and rebounded as expected, probably experiencing an Elliot Wave A, B, C correction en route to filling it's downside gap below 1.00. You have to perform your own due diligence, I'm not in the business of recommending stocks, but this one is worth looking at is what I'm saying. The stock is probably a short now technically, because it has been in an intermediate term downcycle since mid August (see second chart from bottom above), but it's extremely volatile and may have hit a minor intermediate term cycle low in late August, but it was probably an Elliot Wave point A short term cycle low en route to the ultimate point C minor intermediate term cycle low that would fill the gap below 1.00. 9-1's short term cycle high was probably the Elliot Wave point B short term cycle high. USGL.OB (US Gold Corp) is simply too risky to trade or invest in right now, until it clearly breaks it's intermediate term downcycle trendline since mid August (see second chart from bottom above), or fills it's downside gap below 1.00.
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  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Selbst der sonst zurückhaltende W.Wresniok-Roßbach wird optimistischer:
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    Edelmetalle: "Katrina" treibt Preis von Gold und Platin
    von Claus Hecking, Frankfurt
    Der Hurrikan "Katrina" hat eine Trendwende an den Edelmetall-Märkten ausgelöst. Die Preise für Gold und Platin, die zuvor stark unter Druck geraten waren, zogen wieder kräftig an.


    Gold stieg zwischen Dienstag und Freitag von 429,50 $ bis auf 447,39 $ pro Feinunze (31,1 Gramm). Platin verteuerte sich auf bis zu 910,75 $ pro Feinunze. Am Dienstag war es noch mehr als 20 $ günstiger gewesen.


    Vor allem der schwächelnde Dollar treibt die Edelmetallkurse seither nach oben. Fällt die US-Währung, so werden Gold und Platin für Anleger mit Fremdwährungen erschwinglicher. Hinzu kommen Inflationsängste durch die hohen Energiepreise. Markus Mezger, Rohstoff-Experte von Tiberius Asset Management, rechnet nun zum Jahresende mit einem Goldpreis um 465 $. Wolfgang Wrzesniok-Roßbach, Stratege des Metallkonzerns Heraeus, hält 2005 Spitzenpreise um 500 $ für möglich.

    Aus der FTD vom 05.09.2005
    © 2005 Financial Times Deutschland
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  • Miramar Mining Corporation WKN 877 845 ISIN CA60466E1007 MAE

    valueman


    Habe mir mal den PEHQ - Fonds deswegen angeschaut:
    59 % AUS
    27 % CDN
    10 % RSA


    Das extreme Übergewichten von australischen Werten und immer noch größerem Anteil Südafrika
    spricht nach meiner persönlichen Auffassung nicht gerade für Weitsicht der Fondsmanager.


    Die Aussagen "zu einem verstärkten Interesse" und gleichzeitig Zurücknahme des Kurszieles sind widersprüchlich.


    Grüsse

  • Miramar Mining Corporation WKN 877 845 ISIN CA60466E1007 MAE

    valueman


    Aber wer von uns wird sich darum kümmern?
    Weglegen.


    Bei allem Respekt für das, was Siegel für die Goldanhänger geleistet hat und sich engagiert:
    Wenn er wirklich so gut wäre,hätte sein PEHQ - Fonds nicht so eine
    niederschmetternde Performance zB. in 2005 .
    Auf Details gehe ich nicht ein, habe das woanders schon getan.


    Mich interessiert seine Einschätzung = 0.
    Er kann natürlich Meinung machen kann, aber gottlob nur in D.


    MAE bleibt ein "Tenbagger"!! Natürlich längerfristig, aber das wissen wir.


    Grüsse

  • $GOLD:$SILVER Ratio u.a.

    Verfasst von Sebastian Hell am 03.09.2005 um 8:17 Uhr
    Rohstoff Express: Gold / Öl Ratio: Durchschnitt: 15,7 Aktuell: 6,6


    In einer aktuellen Studie hat der Gold Fields Mineral Service (GFMS) das Gold / Öl Ratio untersucht. Es hat sich hieraus ergeben, dass der langjährige Durchschnitt über die letzten 30 Jahre gesehen bei 15,7 liegt. Berechnet man das Verhältnis basierend auf den momentanen Kursen, so erhält man einen Wert um die 6,6. Laut GFMS müsste also der Goldpreis auf über 1.000 $ steigen, damit dieses Missverhältnis wieder behoben werden kann. Außerdem haben sich die Verarbeiter des Edelmetalls zwischenzeitlich auf höhere Preise eingestellt, weswegen eine solide Nachfragebasis bereits bei 420 $ besteht. Zudem ist die Tatsache äußerst bullisch, dass die Betreiber von Goldminen ihre Vorwärtsverkäufe deutlich reduzieren, was darauf zurückzuführen ist, dass sie eine optimistische Einstellung für den weiteren Kursverlauf haben. Fazit der ganzen Studie ist, dass das Chance Risiko Verhältnis bei Gold für mittel- bis langfristige Anleger sehr attraktiv ist. Kurzfristig könnte es noch zu Ausverkäufen kommen, da die großen Longpositionen der Funds zu schnellen Liquidationen und Kursverlusten führen könnten.

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

    "The FED had never intervened."
    So die Aussage von Mr.Greenspin ,im vollen Sprott-Bericht!!
    Die LTCM kennt er wohl auch nicht? :]


    Nachstehender Bericht stark gekürzt durch E.