Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1610)
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@Popeye
...jetzt kommt übrigens die phase gegen gold die ich damals meinte
mit "im spätsommer stehen wir deutlich tiefer"
1260 in kürze...
...und dann sehen wir mal weiter.
1100 bis monatsende würden mich nicht überraschen.
...jetzt kommt übrigens die phase gegen gold die ich damals meinte
mit "im spätsommer stehen wir deutlich tiefer"
1260 in kürze...
...und dann sehen wir mal weiter.
1100 bis monatsende würden mich nicht überraschen.
weil neulich mal erwähnt....
Sibanye Gold
bereinigtes 13er kgv unter 10, 1,4 mios unzen für 2014 ziel.
zudem uran, zudem will man in richtung pgm was machen/kaufen (da gibts ein neueres interview dazu mit dem nachsatz dass es enttäuschend wäre wenn sie kein deposit finden/kaufen in dem bereich).
all-in-costs 1100
ich finde den wert vergleichsweise relativ günstig und sehr interessant.
für nur etwas über 2 mrd usd marktkap wird hier einiges geboten.
ich sag´s mal so: new gold ist im vergleich dazu, finde ich, viel zu teuer.
vor allem soweit ich´s einsehen konnte "arbeitet" Sibyane nicht mit versteckten kosten wie bei vielen anderen üblich.
Sibyane könnte auch das doppelte an marktkap haben und wäre dann auch nur leicht zu teuer.
nach unten seh ich´s eher begrenzt (trotz des anstiegs), so lange gold stabil bleibt.
Sibanye Gold
bereinigtes 13er kgv unter 10, 1,4 mios unzen für 2014 ziel.
zudem uran, zudem will man in richtung pgm was machen/kaufen (da gibts ein neueres interview dazu mit dem nachsatz dass es enttäuschend wäre wenn sie kein deposit finden/kaufen in dem bereich).
all-in-costs 1100
ich finde den wert vergleichsweise relativ günstig und sehr interessant.
für nur etwas über 2 mrd usd marktkap wird hier einiges geboten.
ich sag´s mal so: new gold ist im vergleich dazu, finde ich, viel zu teuer.
vor allem soweit ich´s einsehen konnte "arbeitet" Sibyane nicht mit versteckten kosten wie bei vielen anderen üblich.
Sibyane könnte auch das doppelte an marktkap haben und wäre dann auch nur leicht zu teuer.
nach unten seh ich´s eher begrenzt (trotz des anstiegs), so lange gold stabil bleibt.
Antwort auf Beitrag Nr.: 47.433.325 von prallhans am 05.08.14 13:09:27klar, sehe ich ähnlich.
ich gehe auch nicht davon aus dass die zinsen stark erhöhbar sind.
die dürften auf dauer relativ niedrig bleiben.
richtige hochzinsphasen seh ich als unmöglich an, ähnlich zu japan.
man wird trotzdem guten willen zeigen und die zinsen sanft erhöhen.
tapering ist ohnehin weg inzwischen. 15 von 85 mrd sind noch ürbig glaub, oder 25 egal. im geiste eh gestrichen.
ich gehe auch nicht davon aus dass die zinsen stark erhöhbar sind.
die dürften auf dauer relativ niedrig bleiben.
richtige hochzinsphasen seh ich als unmöglich an, ähnlich zu japan.
man wird trotzdem guten willen zeigen und die zinsen sanft erhöhen.
tapering ist ohnehin weg inzwischen. 15 von 85 mrd sind noch ürbig glaub, oder 25 egal. im geiste eh gestrichen.
Antwort auf Beitrag Nr.: 47.432.536 von Boersiback am 05.08.14 11:54:29Eurozone und USA divergieren komplett in ihrer Geldpolitik. Jetzt drehen sie sich beide gerade 180 Grad, d.h. USA restriktiv, EU Andeutung von expansiv. Blöderweise ist das 1:1 ans Wachstum gekoppelt. Und blöderweise fließt das Geld immer zur vermeintlich schwächeren Währung, d.h. wer mehr druckt bekommt mehr Zulauf. Die Staatshaushalte sehen u.a. wegen der extrem niedrigen Zinsen so gut aus. Kann sich schnell ändern, wenn das Geld woanders hinfliesst.
Und wenn man sich die Umsätze und Gewinne der Dax und MDAX Konzerne dieses Jahr anschaut, weiss ich nicht, was funktioniert hat und das ist noch die Speerspitze Europas.
Solange werden die USA der grössere Magnet bleiben. Und China der noch grössere. Bis das Tapering geknickt wird und der Draghi ABS einführt. Bis dahin kann es noch ruckelig werden.
Und wenn man sich die Umsätze und Gewinne der Dax und MDAX Konzerne dieses Jahr anschaut, weiss ich nicht, was funktioniert hat und das ist noch die Speerspitze Europas.
Solange werden die USA der grössere Magnet bleiben. Und China der noch grössere. Bis das Tapering geknickt wird und der Draghi ABS einführt. Bis dahin kann es noch ruckelig werden.
Antwort auf Beitrag Nr.: 47.429.641 von prallhans am 05.08.14 07:02:53wieso, hat doch in usa und eurozone prima funktioniert.
die staatshaushalte stabilisieren sich auch.
die börsenhausse ist der nebeneffekt.
china hat seine vorbilder nun
die staatshaushalte stabilisieren sich auch.
die börsenhausse ist der nebeneffekt.
china hat seine vorbilder nun
Trading Spotlight
Antwort auf Beitrag Nr.: 47.429.641 von prallhans am 05.08.14 07:02:53Das sehe ich auch so, wobei die Börsenbewertungen zwischen den USA und China stark differieren. Die Notenbanken der 3 großen Währungen (USD, Euro, Yen) sind mit ihrem Latein jedoch fast am Ende angekommen. Ich frage mich nur in welche Währung das Geld wohl fließen wird? Eine echte Alternative gibt es ja (noch?) nicht.
Da könnte noch ein kleiner Währungskrieg auf uns zukommen...
Da könnte noch ein kleiner Währungskrieg auf uns zukommen...
Antwort auf Beitrag Nr.: 47.429.341 von Boersiback am 05.08.14 00:18:33Der Plan ist ja nicht Geld drucken, damit eine Börsenhausse entsteht, sondern das Wachstum und die Inflation ankurbeln um sich zu entschulden oder das unvermeidliche zu verzögern. Und das funktioniert nicht, was die Massnahmen der Notenbanken zweifelhaft macht und irgendwann in Vertrauensverlust mündet.
Noch ein weiterer Grund für meine Australienallergie.
Übrigens sind HUI, GDXJ und co immer noch auf der Unterstützung, auch wenn es nicht schön aussieht. Aber bei denen kommt nochmal ein Rutsch denke ich.
Übrigens sind HUI, GDXJ und co immer noch auf der Unterstützung, auch wenn es nicht schön aussieht. Aber bei denen kommt nochmal ein Rutsch denke ich.
Why Australia's mining explorers have stopped exploring, Australia’s most successful mining prospector has warned juniors face unprecedented hurdles to bring projects to market as excessive regulation and high start-up costs threaten to derail the next leg of the resources boom
www.watoday.com.au/wa-news/why-australias-mining-explorers-h…
"Australia’s most successful mining prospector has warned juniors face unprecedented hurdles to bring projects to market as excessive regulation and high start-up costs threaten to derail the next leg of the resources boom.
Well-known geologist and BRW rich lister Mark Creasy is credited with some of the country’s biggest mineral discoveries including the Jundee gold mine, Bronzewing deposit and, most recently, the impressive Nova-Bollinger nickel deposit. But Mr Creasy, who is worth around $490 million, said that he wouldn’t be able to repeat his success from scratch in today’s depressed and highly regulated exploration sector.
“When I started prospecting [in the late 1960s] I put pegs into the ground around the area I was interested in then went and registered my claim and six weeks later I had the application granted,” Mr Creasy told The Australian Financial Review from Perth.
“It used to be instantaneous. We have now got very long delays and it is a hellishly expensive process.”
Australian exploration expenditure has declined by 50 per cent or more than $500 million in the two years since March 2012. Since the June 2013 quarter, there has been a steady increase in the number of exploration companies that have stopped exploring altogether.
According to BDO’s March Explorer Quarterly Cash Update, 10 per cent of companies that make up Australia’s 800-strong junior exploration sector have stopped drilling and 42 per cent had only enough operating expenditure for one ore two more quarters. Association of Mining and Exploration Companies (AMEC) chief executive Simon Bennison said the situation is “pretty bleak”, predominantly due to a sharp decline in available funding at the junior end of the market.
Lighter numbers
Annual mining conference Diggers & Dealers kicks off Monday in Kalgoorlie, West Australia and event director John Langford said he expects to host a light 1900 delegates this year, down from 2005 last year and a high of 2400 in 2012.
“Given what has happened with the state of the exploration sector we are quite happy with 1870,” Mr Langford said.
“Those that don’t have the cash aren’t coming but those that do are and what we find is that the brokers come to Diggers & Dealers looking for investment opportunities during perceived downturns so it is likely that a number of capital raisings will be done to top some of the explorers up."
Doray Minerals managing director Allan Kelly is an exploration geologist and was involved in the discovery of the company’s high grade gold deposit in Meekatharra, which is now its producing Andy Well gold mine. Mr Kelly said that for the last year, there has been a real “have and have not” divide for junior explorers and developers.
"Good projects will get money but if your project is marginal, the lead time is too long or it is in a jurisdiction that people don’t like then you will struggle. There is a gap opening up between the guys that can raise money and the junior explorers that are struggling,” he said.
“We have seen other companies in a similar position to where we were early to mid 2012 and because we progressed the project and raised the money when we did, we are now in production. Those that waited or weren’t ready are no further advanced than they were two years ago.”
One of the key concerns surrounding the sustained downturn in exploration is whether it will hamper the development of future mining powerhouses and levels of supply.
“Considering it takes between seven to ten years from applying for an exploration license to get to a stage of extracting and selling a mineral, it is imperative greenfield exploration increases” Mr Bennison said.
Activity almost at a standstill
Mark Bennett, chief of market darling Sirius Resources, says the state of the exploration industry is “pretty bad”, with activity almost at a standstill as many juniors struggle to survive.
“Right now there isn’t money,” he said. “Everyone has really shut up shop or is teetering on the edge of being insolvent. . .With a few exceptions here and there, there is just no exploration happening any more.”
Exploration had “devolved” to be the domain of junior miners, he said. “There is a bit of a vacuum. Mid-cap miners used to have cash flow from mines and go out and explore with it, but they’ve disappeared. Exploration has sort of devolved to the juniors. They don’t have the cash flow to fund exploration, so they are entirely reliant on the capital markets.”
Mining magnate and chairman of Fortescue Metals GroupAndrew Forrest told the Financial Review last week that he believes it is still possible for a small company to turn itself into a future Fortescue. “Exploration, apart from the real die-hards like Fortescue who insist on exploring rain, hail or shine, has gone a lot quieter,” Mr Forrest said. “[But] it’s still possible”.
Cyclical industry
However, Mr Creasy disagrees. While the current downturn is causing many to panic, the cyclical industry will inevitably return to a boom, he says. Of more concern to the prominent prospector is whether regulation will return to the more relaxed process he once knew. Without changes, he says, explorers will struggle to capitalise on a market recovery.
“The exploration and mining industry is perceived by society as being a major danger to the environment and that perception then feeds through into government action and we are treated as if we are the most dangerous bloody industry in the country.”
A survey of West Australian gold producers released Monday by Deloitte found that there was a general consensus that the WA and Federal governments are not doing enough to encourage future exploration within Australia, despite programs such as WA’s Exploration Incentive Scheme and the Federal Government’s Exploration Development Incentive.
Mr Kelly said Doray has benefited from the EIS and he believed both programs are beneficial in boosting exploration spending. One key concern he holds however, is the WA government’s review of mining royalty rates.
Gold miners are concerned that they may be a target of the review underway and are set to launch an advertising campaign against a rate hike at Diggers this week. "
www.watoday.com.au/wa-news/why-australias-mining-explorers-h…
"Australia’s most successful mining prospector has warned juniors face unprecedented hurdles to bring projects to market as excessive regulation and high start-up costs threaten to derail the next leg of the resources boom.
Well-known geologist and BRW rich lister Mark Creasy is credited with some of the country’s biggest mineral discoveries including the Jundee gold mine, Bronzewing deposit and, most recently, the impressive Nova-Bollinger nickel deposit. But Mr Creasy, who is worth around $490 million, said that he wouldn’t be able to repeat his success from scratch in today’s depressed and highly regulated exploration sector.
“When I started prospecting [in the late 1960s] I put pegs into the ground around the area I was interested in then went and registered my claim and six weeks later I had the application granted,” Mr Creasy told The Australian Financial Review from Perth.
“It used to be instantaneous. We have now got very long delays and it is a hellishly expensive process.”
Australian exploration expenditure has declined by 50 per cent or more than $500 million in the two years since March 2012. Since the June 2013 quarter, there has been a steady increase in the number of exploration companies that have stopped exploring altogether.
According to BDO’s March Explorer Quarterly Cash Update, 10 per cent of companies that make up Australia’s 800-strong junior exploration sector have stopped drilling and 42 per cent had only enough operating expenditure for one ore two more quarters. Association of Mining and Exploration Companies (AMEC) chief executive Simon Bennison said the situation is “pretty bleak”, predominantly due to a sharp decline in available funding at the junior end of the market.
Lighter numbers
Annual mining conference Diggers & Dealers kicks off Monday in Kalgoorlie, West Australia and event director John Langford said he expects to host a light 1900 delegates this year, down from 2005 last year and a high of 2400 in 2012.
“Given what has happened with the state of the exploration sector we are quite happy with 1870,” Mr Langford said.
“Those that don’t have the cash aren’t coming but those that do are and what we find is that the brokers come to Diggers & Dealers looking for investment opportunities during perceived downturns so it is likely that a number of capital raisings will be done to top some of the explorers up."
Doray Minerals managing director Allan Kelly is an exploration geologist and was involved in the discovery of the company’s high grade gold deposit in Meekatharra, which is now its producing Andy Well gold mine. Mr Kelly said that for the last year, there has been a real “have and have not” divide for junior explorers and developers.
"Good projects will get money but if your project is marginal, the lead time is too long or it is in a jurisdiction that people don’t like then you will struggle. There is a gap opening up between the guys that can raise money and the junior explorers that are struggling,” he said.
“We have seen other companies in a similar position to where we were early to mid 2012 and because we progressed the project and raised the money when we did, we are now in production. Those that waited or weren’t ready are no further advanced than they were two years ago.”
One of the key concerns surrounding the sustained downturn in exploration is whether it will hamper the development of future mining powerhouses and levels of supply.
“Considering it takes between seven to ten years from applying for an exploration license to get to a stage of extracting and selling a mineral, it is imperative greenfield exploration increases” Mr Bennison said.
Activity almost at a standstill
Mark Bennett, chief of market darling Sirius Resources, says the state of the exploration industry is “pretty bad”, with activity almost at a standstill as many juniors struggle to survive.
“Right now there isn’t money,” he said. “Everyone has really shut up shop or is teetering on the edge of being insolvent. . .With a few exceptions here and there, there is just no exploration happening any more.”
Exploration had “devolved” to be the domain of junior miners, he said. “There is a bit of a vacuum. Mid-cap miners used to have cash flow from mines and go out and explore with it, but they’ve disappeared. Exploration has sort of devolved to the juniors. They don’t have the cash flow to fund exploration, so they are entirely reliant on the capital markets.”
Mining magnate and chairman of Fortescue Metals GroupAndrew Forrest told the Financial Review last week that he believes it is still possible for a small company to turn itself into a future Fortescue. “Exploration, apart from the real die-hards like Fortescue who insist on exploring rain, hail or shine, has gone a lot quieter,” Mr Forrest said. “[But] it’s still possible”.
Cyclical industry
However, Mr Creasy disagrees. While the current downturn is causing many to panic, the cyclical industry will inevitably return to a boom, he says. Of more concern to the prominent prospector is whether regulation will return to the more relaxed process he once knew. Without changes, he says, explorers will struggle to capitalise on a market recovery.
“The exploration and mining industry is perceived by society as being a major danger to the environment and that perception then feeds through into government action and we are treated as if we are the most dangerous bloody industry in the country.”
A survey of West Australian gold producers released Monday by Deloitte found that there was a general consensus that the WA and Federal governments are not doing enough to encourage future exploration within Australia, despite programs such as WA’s Exploration Incentive Scheme and the Federal Government’s Exploration Development Incentive.
Mr Kelly said Doray has benefited from the EIS and he believed both programs are beneficial in boosting exploration spending. One key concern he holds however, is the WA government’s review of mining royalty rates.
Gold miners are concerned that they may be a target of the review underway and are set to launch an advertising campaign against a rate hike at Diggers this week. "
Antwort auf Beitrag Nr.: 47.429.344 von Popeye82 am 05.08.14 00:21:18ach man kann die videos zeitgleich anschauen...
dann mach ich mal ne ausnahme
dann mach ich mal ne ausnahme
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