Barrick Gold -- KURSEXPLOSION ERWARTET !!! (Seite 1605)
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ID: 1.118.975
ID: 1.118.975
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ISIN: CA0679011084 · WKN: 870450 · Symbol: ABX
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Letzter Kurs 25.04.24 Tradegate
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25.04.24 · wallstreetONLINE Redaktion |
25.04.24 · Gold-Silber-Rohstofftrends |
25.04.24 · wallstreetONLINE Redaktion |
23.04.24 · wallstreetONLINE Redaktion |
Rücksetzer als Chance: Mit diesem Silberproduzenten auf die nächste Rallye setzenWerte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7950 | +30,33 | |
| 227,00 | +21,91 | |
| 5,1500 | +21,75 | |
| 29,98 | +18,24 | |
| 16,050 | +17,41 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6850 | -6,80 | |
| 29,70 | -7,19 | |
| 0,8800 | -7,37 | |
| 0,5400 | -8,47 | |
| 46,59 | -98,01 |
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Antwort auf Beitrag Nr.: 47.818.922 von MrRisiko am 18.09.14 22:06:31
Ich glaube es ist inzwischen schon "viel schlimmer". Oder kürzer jedenfalls.
Anstatt Barrick Gold würde ich mir bei den Majorn vielleicht eeeher mal AngloGold Ashanti und Gold Fields anschauen.
Von dem was ich da über die letzten 1, 2, 3 jahre am Rande mitbekommen habe, die haben wohl ziemlich konsequent angefangen Ihren 'Laden aufzuräumen'.
Wobei das bei Gold Fields meine ich sehr stark mit dem Nick Holland verbunden ist, der mir auch in seinen Äusserungen, Sichten zu verschiedenen Dingen -im Kleinen/firmenintern, wie im Großen/Branchenshit"- sehr gut gefallen hat.
Einer dieser Artikel, hatte ich vorhin schon woanders gepostet
Gold industry @a crossroads, return to fundamentals essential for capital
www.miningweekly.com/article/gold-industry-at-a-crossroads-r…
"DENVER, Colorado (miningweekly.com) – The gold industry needed to make money once more, and return to fundamentals if it was to succeed in competing with the gold exchange-traded funds (ETFs) for coveted capital, the world’s seventh-largest gold producer by output said on Thursday.
In a keynote address at professional services firm KPMG’s tenth yearly Mining Executive Forum, in Denver, Gold Fields CEO Nick Holland said the gold industry was at a crossroads.
“The focus must return to investor cash returns and not to grow output at all costs. All stakeholders need to grow the pie together in order for mining to create value,” he stated.
To do this, cost control was fundamental. Holland illustrated the point by citing Gold Field’s ongoing transformation, saying that it had, over the past decade, contracted output from about 4.5-million ounces, to about 2.2-million ounces today in favour of generating free cash flow. This was mainly achieved by spinning off the bulk of its South African operations last year into Sibanye Gold.
“We want every asset to return a margin of at least 15% at a $1 300/oz price and, going forward, even at a potentially lower gold price. If you want to compete with the ETFs for capital, give cash back to investors.
“Do not be ‘asset huggers’ and let go of the unprofitable assets. The industry needs a paradigm shift to understand this,” he stressed.
Gold Fields, which operates mines in South Africa, Australia, South America and Ghana, had, in recent months, been focused on lifting cash flows, paying dividends and selling noncore and underperforming assets.
INNOVATE
Holland called on the gold industry for a renewed effort to introduce innovation to the business.
He said there had not been a new technological breakthrough in about 30 years, since heap leaching became commonplace. He did note, however, that within South Africa and Australia, there had been pockets of excellence, such as Gold Fields’ own efforts to pioneer new mining techniques at its flagship South Deep mine, which was the last remaining asset in its South African home base, as it tried to unlock value from the world's second-largest gold reserve.
He also mentioned that AngloGold Ashanti was experimenting with a new horizontal drilling technique, while Australia’s Rio Tinto had demonstrated that full mechanisation, leading on to automation, was achieving great success.
“Mechanisation is the future, but governments do not like it. I believe a real value driver for the gold industry would be to go beyond mechanisation and automate operations wherever possible,” he said.
Holland also stressed that the industry needed to implement and maintain sound local policies. By simply employing local people, an offshore gold company could drive down costs. Through using local supply chains, companies could also slash costs, as Gold Fields had done in Ghana, when it recently ordered new steel balls for a mill locally, instead of paying a premium for imported products from China.
“We need faaaaar more of this to make mining really sustainable,” he conceded.
COMMUNICATE IMPACT
Another issue the gold industry had to grapple with and get better at was to successfully communicate the sector’s benefits to all stakeholders, including governments, communities, miners and the private sector.
Holland told delegates that the industry was spending enormous amounts of money, which brought with it significant economic growth and associated multiplier effects.
For example, in a country such as South Africa, the Gini coefficient (which measured the income disparity between the rich and poor) was among the highest in the world, and each job in the mining sector supported, on average, about 27 people.
He noted that a critical key to the success of any operation was to establish partnerships between all stakeholders. “It’s important for governments to realise that they should balance their long-term and short-term goals in such a way as to stimulate industry and be beneficial to the community – although it could, at times, be quite difficult for politicians to think about the long-term wellbeing of a country beyond their political terms,” he quipped.
Being one of the chief contributors to establishing the World Gold Council’s ‘all-in’ cost measures, Holland urged miners to use the available industry tools to demonstrate the value that each asset brought to a region in the most transparent, easily understood way possible.
He also said government partnerships could go a long way to ensuring regulatory certainty by them not “changing the rules of the game” unilaterally, and by steering clear of convoluted and complicated mining regulations.
DEBT REDUCTION
During his presentation at the Denver Gold Forum on Monday, Holland told delegates that another aspect of Gold Fields’ transformation was the goal of cutting the company’s debt by $300-million over the next two years, which would give it room to look for acquisitions.
The JSE- and Nasdaq-listed company's borrowings totalled $1.6-billion as at the end of June, putting its net debt to core profit, or Ebitda, at 1.47 times. The company had also reduced its net debt by $100-million in the last six months.
"I think our debt is too high. We would like to get our debt down to about one times Ebitda. That means that we've got to actually shed another $300-million of debt over the next two years," he said.
He noted that, should the company be able to repeat the success of the Yilgarn South acquisition, in Australia, it was entirely in the market for the acquisition of bolt-on deals at in-production assets, generating free cash.
“I really don’t think we need to get bigger in terms of production – any acquisition will have to be aimed at growing our free cash flow and total returns to shareholders. With South Deep coming through, we are going to increase our production by another 15% to 20%. So even if we don’t do anything we can continue to make cash from our operations,” he said.
"I really don't think we need to get bigger in terms of production – any acquisition will have to be aimed at growing our free cash flow and total returns to shareholders," Holland said.
Since spinning out Sibanye, Gold Fields had been selling exploration projects to focus on projects that could meet its operating margin target of 15%.
Last month, Gold Fields sold its controlling stake in the Chucapaca project, in southern Peru for $81-million, two months after vending its 85% interest in the Yanfolila project, in Mali. Earlier this year, it disposed of its interest in the Talas project, in Kyrgyzstan.
Holland told delegates at the Denver Gold Forum that the company was monitoring the Darlot mine, in Australia, and Damang, in Ghana, neither of which had hit the 15% margin target.
"Both of those mines are showing very promising potential that they will be able to achieve our target over the next couple of years. If they can't make it, then ultimately they won't be in the portfolio."
Edited by: Creamer Media Reporter "[/quote]
Zitat von MrRisiko: Die durchschnittliche Haltedauer einer AKTIE (kein Derivat!) liegt unter einer halben Stunde (letztens gelesen)
Ich glaube es ist inzwischen schon "viel schlimmer". Oder kürzer jedenfalls.
Anstatt Barrick Gold würde ich mir bei den Majorn vielleicht eeeher mal AngloGold Ashanti und Gold Fields anschauen.
Von dem was ich da über die letzten 1, 2, 3 jahre am Rande mitbekommen habe, die haben wohl ziemlich konsequent angefangen Ihren 'Laden aufzuräumen'.
Wobei das bei Gold Fields meine ich sehr stark mit dem Nick Holland verbunden ist, der mir auch in seinen Äusserungen, Sichten zu verschiedenen Dingen -im Kleinen/firmenintern, wie im Großen/Branchenshit"- sehr gut gefallen hat.
Einer dieser Artikel, hatte ich vorhin schon woanders gepostet
Gold industry @a crossroads, return to fundamentals essential for capital
www.miningweekly.com/article/gold-industry-at-a-crossroads-r…
"DENVER, Colorado (miningweekly.com) – The gold industry needed to make money once more, and return to fundamentals if it was to succeed in competing with the gold exchange-traded funds (ETFs) for coveted capital, the world’s seventh-largest gold producer by output said on Thursday.
In a keynote address at professional services firm KPMG’s tenth yearly Mining Executive Forum, in Denver, Gold Fields CEO Nick Holland said the gold industry was at a crossroads.
“The focus must return to investor cash returns and not to grow output at all costs. All stakeholders need to grow the pie together in order for mining to create value,” he stated.
To do this, cost control was fundamental. Holland illustrated the point by citing Gold Field’s ongoing transformation, saying that it had, over the past decade, contracted output from about 4.5-million ounces, to about 2.2-million ounces today in favour of generating free cash flow. This was mainly achieved by spinning off the bulk of its South African operations last year into Sibanye Gold.
“We want every asset to return a margin of at least 15% at a $1 300/oz price and, going forward, even at a potentially lower gold price. If you want to compete with the ETFs for capital, give cash back to investors.
“Do not be ‘asset huggers’ and let go of the unprofitable assets. The industry needs a paradigm shift to understand this,” he stressed.
Gold Fields, which operates mines in South Africa, Australia, South America and Ghana, had, in recent months, been focused on lifting cash flows, paying dividends and selling noncore and underperforming assets.
INNOVATE
Holland called on the gold industry for a renewed effort to introduce innovation to the business.
He said there had not been a new technological breakthrough in about 30 years, since heap leaching became commonplace. He did note, however, that within South Africa and Australia, there had been pockets of excellence, such as Gold Fields’ own efforts to pioneer new mining techniques at its flagship South Deep mine, which was the last remaining asset in its South African home base, as it tried to unlock value from the world's second-largest gold reserve.
He also mentioned that AngloGold Ashanti was experimenting with a new horizontal drilling technique, while Australia’s Rio Tinto had demonstrated that full mechanisation, leading on to automation, was achieving great success.
“Mechanisation is the future, but governments do not like it. I believe a real value driver for the gold industry would be to go beyond mechanisation and automate operations wherever possible,” he said.
Holland also stressed that the industry needed to implement and maintain sound local policies. By simply employing local people, an offshore gold company could drive down costs. Through using local supply chains, companies could also slash costs, as Gold Fields had done in Ghana, when it recently ordered new steel balls for a mill locally, instead of paying a premium for imported products from China.
“We need faaaaar more of this to make mining really sustainable,” he conceded.
COMMUNICATE IMPACT
Another issue the gold industry had to grapple with and get better at was to successfully communicate the sector’s benefits to all stakeholders, including governments, communities, miners and the private sector.
Holland told delegates that the industry was spending enormous amounts of money, which brought with it significant economic growth and associated multiplier effects.
For example, in a country such as South Africa, the Gini coefficient (which measured the income disparity between the rich and poor) was among the highest in the world, and each job in the mining sector supported, on average, about 27 people.
He noted that a critical key to the success of any operation was to establish partnerships between all stakeholders. “It’s important for governments to realise that they should balance their long-term and short-term goals in such a way as to stimulate industry and be beneficial to the community – although it could, at times, be quite difficult for politicians to think about the long-term wellbeing of a country beyond their political terms,” he quipped.
Being one of the chief contributors to establishing the World Gold Council’s ‘all-in’ cost measures, Holland urged miners to use the available industry tools to demonstrate the value that each asset brought to a region in the most transparent, easily understood way possible.
He also said government partnerships could go a long way to ensuring regulatory certainty by them not “changing the rules of the game” unilaterally, and by steering clear of convoluted and complicated mining regulations.
DEBT REDUCTION
During his presentation at the Denver Gold Forum on Monday, Holland told delegates that another aspect of Gold Fields’ transformation was the goal of cutting the company’s debt by $300-million over the next two years, which would give it room to look for acquisitions.
The JSE- and Nasdaq-listed company's borrowings totalled $1.6-billion as at the end of June, putting its net debt to core profit, or Ebitda, at 1.47 times. The company had also reduced its net debt by $100-million in the last six months.
"I think our debt is too high. We would like to get our debt down to about one times Ebitda. That means that we've got to actually shed another $300-million of debt over the next two years," he said.
He noted that, should the company be able to repeat the success of the Yilgarn South acquisition, in Australia, it was entirely in the market for the acquisition of bolt-on deals at in-production assets, generating free cash.
“I really don’t think we need to get bigger in terms of production – any acquisition will have to be aimed at growing our free cash flow and total returns to shareholders. With South Deep coming through, we are going to increase our production by another 15% to 20%. So even if we don’t do anything we can continue to make cash from our operations,” he said.
"I really don't think we need to get bigger in terms of production – any acquisition will have to be aimed at growing our free cash flow and total returns to shareholders," Holland said.
Since spinning out Sibanye, Gold Fields had been selling exploration projects to focus on projects that could meet its operating margin target of 15%.
Last month, Gold Fields sold its controlling stake in the Chucapaca project, in southern Peru for $81-million, two months after vending its 85% interest in the Yanfolila project, in Mali. Earlier this year, it disposed of its interest in the Talas project, in Kyrgyzstan.
Holland told delegates at the Denver Gold Forum that the company was monitoring the Darlot mine, in Australia, and Damang, in Ghana, neither of which had hit the 15% margin target.
"Both of those mines are showing very promising potential that they will be able to achieve our target over the next couple of years. If they can't make it, then ultimately they won't be in the portfolio."
Edited by: Creamer Media Reporter "[/quote]
Antwort auf Beitrag Nr.: 47.818.712 von dosto am 18.09.14 21:43:00
Ein paar Bankhäuser. Zweimal täglich schnapsen sie den Goldpreis aus. Natürlich im geheimen... aber zumindest wissen wir es.. zweimal täglich.. Gold Fixing.. weisst eh oda oda ?
Zitat von dosto: so,so
ein einziges Investmenthaus macht also den Goldpreis.
Wenn Goldman sagt es geht auf 1.050
dann haben alle die die Pros die jahrelange für Gold hier gezogen wurden
nix mehr zu bestellen.
Wir pfeiffen a also auf die Chinesen, wir pfeiffen auf die Inder,
auf die Falschbewertungen (never fight the FED) hab ich schon immer gepfiffen.
Inflation gehört auch dazu.
Im Prinzip haben die alle so wies aus aussieht keine POWER Gold vor der Stagnation zu retten.
Die einzige Power in diesem Spiel hat Goldman.
Irgendwie alles sehr, sehr seltsam.
Kann es sein, daß Goldman bereits von Aliens erobert worden sind,
die keinen faible für Gold entwickeln können.
Irgendwie krieg ich keine Logik hinter euer Gegacker.
Vielleicht ist Gold nur gerade OUT-OUT-OUT und nicht sexy.
Solche Zeiten sind nicht unbekannt.
Ein paar Bankhäuser. Zweimal täglich schnapsen sie den Goldpreis aus. Natürlich im geheimen... aber zumindest wissen wir es.. zweimal täglich.. Gold Fixing.. weisst eh oda oda ?
Antwort auf Beitrag Nr.: 47.827.268 von goregon am 19.09.14 17:22:33Ich habe heute auch Barrick Gold nachgekauft.
1. Der Goldpreis wird sich bald wieder erholen.
2. Ich vermute, es gibt bald wieder positive News über Pascua Lama.
3. Barrick Gold ist schon länger dabei, seine Kostenstruktur zu verbessern.
4. Ich erwarte steigende Silber- und Kupferpreise in den nächsten 6-12 Monaten.
( wie immer, meine Einschätzung, keine Kauf- oder Verkaufsempfehlung )
1. Der Goldpreis wird sich bald wieder erholen.
2. Ich vermute, es gibt bald wieder positive News über Pascua Lama.
3. Barrick Gold ist schon länger dabei, seine Kostenstruktur zu verbessern.
4. Ich erwarte steigende Silber- und Kupferpreise in den nächsten 6-12 Monaten.
( wie immer, meine Einschätzung, keine Kauf- oder Verkaufsempfehlung )
Antwort auf Beitrag Nr.: 47.827.268 von goregon am 19.09.14 17:22:33Diese Duchhalteparolen lese ich schon 2 Jahre...Ende des Jahres stehen wir auf jeden Fall ( viel) tiefer...
wir nähern uns einem massiven Widerstand um die 12 Euromarke, sorry aber genau jetzt zu verkaufen macht überhaupt keinen Sinn. Sollte der Widerstand brechen, sieht das schon etwas anders aus, aber soweit sind wir noch nicht 
Trading Spotlight
...jetzt einfach durchhalten, wer was übrig hat vielleicht noch aufstocken und in 3 monaten sieht das ganz anders aus und in nem halben jahr dann richtig freuen.
ich hab gestern gekauft...vielleicht zu früh...aber Barrick fällt meiner Meinung nicht unter € 11,75 und nach oben sehe ich Potential bis 25,50
ich hab gestern gekauft...vielleicht zu früh...aber Barrick fällt meiner Meinung nicht unter € 11,75 und nach oben sehe ich Potential bis 25,50
Antwort auf Beitrag Nr.: 47.826.662 von K_B am 19.09.14 16:38:42sorry,jederzeit eine Gewinnsteigerung von 100% und mehr mitteilt....
Antwort auf Beitrag Nr.: 47.826.890 von Osito2011 am 19.09.14 16:53:50ja,ja,
du hast recht.
Dein Überblick über die Finanzwelt ist primär,
damit haben wir beide nix zu diskutieren.
Mach deinen Stiefel. Ich habe keine Lust mir mein Restleben
durch Typen wie dich versauern zu lassen.
Mein soziales Ich habe ich im Griff und damit ist genug.
Ich führe keine Kriege fremder Geister.
Dafür gehe ich ins Theater.
du hast recht.
Dein Überblick über die Finanzwelt ist primär,
damit haben wir beide nix zu diskutieren.
Mach deinen Stiefel. Ich habe keine Lust mir mein Restleben
durch Typen wie dich versauern zu lassen.
Mein soziales Ich habe ich im Griff und damit ist genug.
Ich führe keine Kriege fremder Geister.
Dafür gehe ich ins Theater.
Antwort auf Beitrag Nr.: 47.818.712 von dosto am 18.09.14 21:43:00Junge, Junge wie blauäugig bist du denn ?? wer das Geschehen in der Finanzwelt bestimmt hat schon ein ganz anderer vor langer zeit festgestellt....Allein GS hat ein ( offizielle) Bilanzsumme die das Sozialprodukt Frankreichs übersteigt...und schau dir mal die namen der CEO s an von GS, JP Morgan und fed....
Das Gold so fällt hat doch nix mehr mit dem markt zu tun...da kann man doch täglich dran fühlen...
Das Gold so fällt hat doch nix mehr mit dem markt zu tun...da kann man doch täglich dran fühlen...
Antwort auf Beitrag Nr.: 47.818.712 von dosto am 18.09.14 21:43:00
Ist zwar auch kein Argument, trifft aber momentan trifft voll zu. Man hat fast den Eindruck niemand will sich an Gold die Finger verbrennen. Vor allem die Amis kegeln den Kurs runter.
Die allg. Hausse bei Aktien - siehe Alibaba-Wahnsinn - bringt weiterhin die fetten Gewinne. Profitiere ja selber davon.....und muss damit mein Minus bei ADX ausgleichen
Zitat von dosto: Vielleicht ist Gold nur gerade OUT-OUT-OUT und nicht sexy.
Ist zwar auch kein Argument, trifft aber momentan trifft voll zu. Man hat fast den Eindruck niemand will sich an Gold die Finger verbrennen. Vor allem die Amis kegeln den Kurs runter.
Die allg. Hausse bei Aktien - siehe Alibaba-Wahnsinn - bringt weiterhin die fetten Gewinne. Profitiere ja selber davon.....und muss damit mein Minus bei ADX ausgleichen
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| 24.04.24 |