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The time to improve energy efficiency is NOW, says Siemens
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Antwort auf Beitrag Nr.: 49.056.734 von Popeye82 am 12.02.15 22:31:29immer an die Charts und an die Zyklen denken... was ist relativ hoch und was relativ niedrig. was dürfte in ein paar jahren deutlich gestiegen sein und was gefallen.
charts sind wie sinuskurven... ewige gleichmäßig laufende zyklen.
die artikel schreiben den charts hinterher.
auf einige jahre gesehen muss man im nachhinein fast über alle artikel zur lage der nation oder sektoren nur lachen.
charts sind wie sinuskurven... ewige gleichmäßig laufende zyklen.
die artikel schreiben den charts hinterher.
auf einige jahre gesehen muss man im nachhinein fast über alle artikel zur lage der nation oder sektoren nur lachen.
“They are demanding more money from an industry that is basically bust.”
....mehr davon... ich liebe es... und der markt auch
ASX Gold, XAU vs S&P500
2009 hieß es in solchen artikeln "THE US-DOLLAR IS DOOMED/DEAD"
und dann kam....
....mehr davon... ich liebe es... und der markt auch
ASX Gold, XAU vs S&P500
2009 hieß es in solchen artikeln "THE US-DOLLAR IS DOOMED/DEAD"
und dann kam....
Antwort auf Beitrag Nr.: 49.024.442 von Popeye82 am 09.02.15 23:16:20
Mining industry is ‘BASICALLY BUST’ –Bristow, The mining sector is in a sorry state, even @current prices, +cannot be seen as a viable industry unless it undergoes a major reinvention, says Randgold Resources CEO Mark Bristow.“The harsh reality is that the mining sector has inflicted debt +write-downs on itself, WITHOUT making provision for its long-term future” he told delegates at the Mining Indaba, in Cape Town
www.miningweekly.com/article/mining-industry-is-basically-bu…
"The mining sector is in a sorry state even at current prices and cannot be seen as a viable industry unless it undergoes a major reinvention, says Randgold Resources CEO Mark Bristow.
“The harsh reality is that the mining sector has inflicted debt and write-downs on itself without making provision for its long-term future,” he told delegates at the Mining Indaba, in Cape Town, on Tuesday.
In a sobering address, Bristow said the industry’s ability to contribute to Africa’s transformation had been handicapped by its short-term culture, which had been an unfortunate legacy of the boom years.
While the industry was grappling, African countries were revising their mining codes to increase their share of revenue.
“They are demanding more money from an industry that is basically bust.”
Bristow suggested that a mutually profitable partnership between African governments and mining companies was the only way to secure mining’s future as a creator of real and lasting value.
“This should not be focused on the next quarter or the next term of office, but as a sustainable industry capable of rewarding stakeholders.”
He said Africa was poised to establish itself as a major emerging region, capable of becoming the global economy’s key driver.
“To achieve that outcome, we need to be honest and open about the obstacles, and agree to cooperate and capitalise fully on the opportunities WITHIN our grasp.”
Bristow said commodity prices had been on a roll since the last market correction in 1999. Ten years up to 2011 saw the longest bull run in the history of the gold price. Since then, he said, there had been a marked downturn in gold, copper and iron-ore prices, but these had come off a very high peak.
“These prices are still much higher than they were two decades ago. Most of us have lived through an unprecedented boom in the gold and commodity markets since the turn of the century.”
However, the mining industry had not done well in storing up wealth during this “time of plenty”, he asserted.
“At the peak of the boom, the market value of the mining sector was $2.3-trillion. Today, it is worth less than half of this…a golden opportunity to create lasting value has been missed. We cannot afford to let that happen again.”
He added that many mining companies had spent a lot of money with little or no return.
Meanwhile, he pointed out that Africa’s economic growth rate for the next five years was forecast to be 7.7%– double that of the world’s most advanced economies. Eight of the continent’s fastest growing economies were not dependent on oil or mining.
While Africa offered much promise, three substantial barriers to economic growth remained – inadequate energy provision; a skills base that was still too small; and an unpredictable political environment.
“The ONLY thing we can be certain about is uncertainty. The commodities price situation is simple. It is going to remain volatile for the foreseeable future,” stated Bristow. "
Zitat von Popeye82: Mining M&A: Private equity can't run away fast enough
www.mining.com/mining-ma-private-equity-cant-run-away-fast-e…
Mining industry is ‘BASICALLY BUST’ –Bristow, The mining sector is in a sorry state, even @current prices, +cannot be seen as a viable industry unless it undergoes a major reinvention, says Randgold Resources CEO Mark Bristow.“The harsh reality is that the mining sector has inflicted debt +write-downs on itself, WITHOUT making provision for its long-term future” he told delegates at the Mining Indaba, in Cape Town
www.miningweekly.com/article/mining-industry-is-basically-bu…
"The mining sector is in a sorry state even at current prices and cannot be seen as a viable industry unless it undergoes a major reinvention, says Randgold Resources CEO Mark Bristow.
“The harsh reality is that the mining sector has inflicted debt and write-downs on itself without making provision for its long-term future,” he told delegates at the Mining Indaba, in Cape Town, on Tuesday.
In a sobering address, Bristow said the industry’s ability to contribute to Africa’s transformation had been handicapped by its short-term culture, which had been an unfortunate legacy of the boom years.
While the industry was grappling, African countries were revising their mining codes to increase their share of revenue.
“They are demanding more money from an industry that is basically bust.”
Bristow suggested that a mutually profitable partnership between African governments and mining companies was the only way to secure mining’s future as a creator of real and lasting value.
“This should not be focused on the next quarter or the next term of office, but as a sustainable industry capable of rewarding stakeholders.”
He said Africa was poised to establish itself as a major emerging region, capable of becoming the global economy’s key driver.
“To achieve that outcome, we need to be honest and open about the obstacles, and agree to cooperate and capitalise fully on the opportunities WITHIN our grasp.”
Bristow said commodity prices had been on a roll since the last market correction in 1999. Ten years up to 2011 saw the longest bull run in the history of the gold price. Since then, he said, there had been a marked downturn in gold, copper and iron-ore prices, but these had come off a very high peak.
“These prices are still much higher than they were two decades ago. Most of us have lived through an unprecedented boom in the gold and commodity markets since the turn of the century.”
However, the mining industry had not done well in storing up wealth during this “time of plenty”, he asserted.
“At the peak of the boom, the market value of the mining sector was $2.3-trillion. Today, it is worth less than half of this…a golden opportunity to create lasting value has been missed. We cannot afford to let that happen again.”
He added that many mining companies had spent a lot of money with little or no return.
Meanwhile, he pointed out that Africa’s economic growth rate for the next five years was forecast to be 7.7%– double that of the world’s most advanced economies. Eight of the continent’s fastest growing economies were not dependent on oil or mining.
While Africa offered much promise, three substantial barriers to economic growth remained – inadequate energy provision; a skills base that was still too small; and an unpredictable political environment.
“The ONLY thing we can be certain about is uncertainty. The commodities price situation is simple. It is going to remain volatile for the foreseeable future,” stated Bristow. "
Antwort auf Beitrag Nr.: 49.055.228 von Popeye82 am 12.02.15 20:09:53
wobei ich glaube dass wir da wenig überschneidungen haben...
da ich eher rein auf technologisch uninteressante standarddinge wertlege.
in bezug auf überalterung der bevölkerung und so die richtung.
deswegen ja auch z.b. mein kauf von Pharmerica (Generikas im sinne von billigmachen)
geht bei mir eher richtung pharma oder eben wie real estate richtung in dem sektor quasi (HCP als beispiel)
ansonsten die biotechrichtung müßte schon sehr viel passen und das der sektor allgemein sehr teuer ist hab ich da auch wenig interesse mich neu reinzudenken.
das war früher mal anders... hatte aber mit celgene anno 2001 rum nur einen volltreffer, den man hätte tatsächlich "ewig" halten hätte können.
Zitat von Popeye82:Zitat von Boersiback: oder healthcare
Ja, da gibt es interessante Dinge
wobei ich glaube dass wir da wenig überschneidungen haben...
da ich eher rein auf technologisch uninteressante standarddinge wertlege.
in bezug auf überalterung der bevölkerung und so die richtung.
deswegen ja auch z.b. mein kauf von Pharmerica (Generikas im sinne von billigmachen)
geht bei mir eher richtung pharma oder eben wie real estate richtung in dem sektor quasi (HCP als beispiel)
ansonsten die biotechrichtung müßte schon sehr viel passen und das der sektor allgemein sehr teuer ist hab ich da auch wenig interesse mich neu reinzudenken.
das war früher mal anders... hatte aber mit celgene anno 2001 rum nur einen volltreffer, den man hätte tatsächlich "ewig" halten hätte können.
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Antwort auf Beitrag Nr.: 49.054.466 von Boersiback am 12.02.15 19:13:59
Ja, da gibt es interessante Dinge
Zitat von Boersiback: oder healthcare
Ja, da gibt es interessante Dinge
Das Stück chart seit mitte 2013 nervt so langsam beim gold.
4 absteigende hochs und 3 absteigende lows... ein flacher abwärtstrend.
so ein trend endet gut und gerne in einem harten sell-off.
würde das derzeit leicht präferieren.
...und dann käm mal wieder meine erste aufwärtstrendlinie des bullenmarktes in´s spiel... diese zu testen würde einen goldpreis von in etwa 850-950 bedeuten im low.
falls das so käme könnte man in diesem bereich im grunde völlig sicher sein dass es über die nächsten jahre zum alten top hochgeht bevor man wieder hirn braucht.
es wäre der absolute klassiker und ist vom chartbild her extremst häufig.
jo, ich favorisiere hiermit gold grob 900 im laufe der nächsten 1-2 jahre und danach ein nobrainer bis 1900 (im sinne wie sparbuchsicher)
komisch eigentlich ,dass kaum ein charttechniker diese erste aufwärtstrendlinie (2001-2005) für so bedeutend hält wie ich
in meinem depot sammelt sich mittlerweile alles mögliche was mit rohstoffen nichts zu tun hat 
heuer mal wieder ne eigenheimbude (Helma) nachdem Buwog gut läuft auf etliche monate.
Gold will ja keiner mehr also betongold-geschichten... bis der move dann wieder komplett invers abläuft (wie immer).
auf den utility-sektor hätte ich auch richtig lust. der ist aber extrem gut gelaufen.
oder healthcare richtung standardgeschäftsfelder (ausbildung krankenschwester, altenheime sowas)... wie OHI oder HCP... aber eine frage des timings. die beiden würde ich sofort kaufen wenn die kurse 10% tiefer wären.
jemand ideen ?
heuer mal wieder ne eigenheimbude (Helma) nachdem Buwog gut läuft auf etliche monate.
Gold will ja keiner mehr also betongold-geschichten... bis der move dann wieder komplett invers abläuft (wie immer).
auf den utility-sektor hätte ich auch richtig lust. der ist aber extrem gut gelaufen.
oder healthcare richtung standardgeschäftsfelder (ausbildung krankenschwester, altenheime sowas)... wie OHI oder HCP... aber eine frage des timings. die beiden würde ich sofort kaufen wenn die kurse 10% tiefer wären.
jemand ideen ?
Antwort auf Beitrag Nr.: 49.024.472 von Boersiback am 09.02.15 23:26:07
Investors increasingly cautious about the mining projects they finance - MW, CAPE TOWN - Feb 11, 2015
- Kim Cloete -
www.miningweekly.com/article/investors-increasingly-cautious…
Investors increasingly cautious about the mining projects they finance - MW, CAPE TOWN - Feb 11, 2015
- Kim Cloete -
www.miningweekly.com/article/investors-increasingly-cautious…
Martin Marietta posts growth in FY2014 in magnesia, look to strong 2015
10 February 2015
Martin Marietta’s speciality materials business arm, which encompasses its magnesia business, only accounts for 9% of its revenue stream. However, the company is the largest producer of dolomitic lime in the country and of synthetic magnesia in North America.
US magnesia and lime producer Martin Marietta Magnesia Specialties LLC Inc. (MMMS) posted strong growth in 2014, at a time when many other producers in the space have struggled.
dazu:
Martin Marietta Materials: Hoya Saxa!
http://seekingalpha.com/article/2908606-martin-marietta-mate…
10 February 2015
Martin Marietta’s speciality materials business arm, which encompasses its magnesia business, only accounts for 9% of its revenue stream. However, the company is the largest producer of dolomitic lime in the country and of synthetic magnesia in North America.
US magnesia and lime producer Martin Marietta Magnesia Specialties LLC Inc. (MMMS) posted strong growth in 2014, at a time when many other producers in the space have struggled.
dazu:
Martin Marietta Materials: Hoya Saxa!
http://seekingalpha.com/article/2908606-martin-marietta-mate…
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