Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1744)

[Boersiback]

Antwort auf Beitrag Nr.: 46.974.454 von Popeye82 am 13.05.14 20:48:09

seltene erden sind mir zu schwierig um sowas festzulegen.
allerdings kenne ich niemanden hier der das ernsthaft kann.
die meisten tun aber so als ob.
von daher: ich habe keinen seltenen-erden-wert im depot.

[Popeye82]

Antwort auf Beitrag Nr.: 46.974.304 von Boersiback am 13.05.14 20:24:58

Leg Dich doch einfach mal fest, ob eine "Werthaltigkeit" besteht.
Dann kann man das auch mal mit Deinen Aussagen machen.

Gruß
P.

[Boersiback]

Antwort auf Beitrag Nr.: 46.974.342 von Popeye82 am 13.05.14 20:34:06

interssant !

für Gallium bin ich schon relativ lange positiv.
hatte sogar deswegen mal nach minenwerten in die richtung (erfolgslos) ausschau gehalten.

[ElfenbeinelaufenschnellermitKo]

Blue Peal?

[Popeye82]

Artikel zu relativ exotischem Rohstoff.

Gallium market to benefit, as LEDs come of age; Demand for gallium is forecast to rise rapidly between 2014 +2020, as general lighting moves away from incandescent +fluorescent lamps to light-emitting diodes(LEDs)
www.mining.com/web/roskill-gallium-market-to-benefit-as-gan-…

[Boersiback]

Commerce Resource

..der "dämliche dauerpushwert" mit positiven bohrmeldungen und 38% plus
(und nein heute hat bogner nix geschrieben)



hab ich nicht eben genau wegen dem tammtamm und der pr und den hurra-analysten. ...wäre aber auch nicht der erste wert, der trotzdem werthaltigkeit zeigt
bin mal gespannt... aber auch (noch??) nicht investiert

[Popeye82]

bisschen heiss gekocht.

" "This Copper Power is "On the Brink" "

Creating a major mining district isn't easy.

First, it requires geological endowment. The right rocks to yield big ore deposits.

But that's not all. Big mining operations only happen where we have a populace that's relatively accepting of mining activity. And where infrastructure like power, water and roads are suitable to allow for large-scale development.

When it comes to copper, there's one place on Earth where these factors come together in just the right proportions: Chile. Massive porphyry deposits here lie alongside a sparse population and a well-developed industrial sector. Which is why the nation produced an astounding 32% of global copper output in 2013.

But changes are afoot for this mining powerhouse. Which may endanger its status as the world's go-to copper supplier.

The problem is energy. A sector that state officials said last week is verging on a major crisis. Driven by falling hydropower production, and a lack of alternative generating methods.

Telling comments came from Senator Alejandro Guillier, chairman of the Senate Energy and Mining Commission. Who told Chile's national legislators that, "We are on the brink, and if urgent measures are not taken soon there will be rationing."

The country is now reportedly preparing an "emergency plan" for energy. Which should be released next month. Measures could include a greater role for the government in setting power prices nationally. As well as directives to enhance baseload power sources--with coal being mentioned as one likely source.

All observers of the copper market should be watching these developments. Mining is one of the most energy-intensive activities in the country. And could be one of the first sectors to take a hit if power rationing does become reality.

That would put a big chunk of global supply at risk. And even if existing operations can muddle through, future developments here could be crimped.

All of which would represent a major shift for the copper market. This could be the start of something big.

Here's to having the juice,
Dave Forest

[e-mail] "

[Popeye82]

auf Quartalsbasis ein KGV ~8,4.

Enterprise Group earns $4.320.000 in fiscal Q1 2014 - May 13, 2014
www.firstcanadiancapital.com/docs/wp-content/uploads/ENT-NR-…

[Popeye82]

Antwort auf Beitrag Nr.: 46.970.958 von tpnl am 13.05.14 13:52:26

Ich finde es bei Zimtu Csapitsal aufschlussreich dass öfter über das "interessante Modell", und Beteiligungen, gesprochen wird -und das Letzte PP dann in etwa so groß war wie der Wert deren größter Beteiligung.

Dass die Aktie Ihre starken und schwachen Phasen hat ist klar, aber ich sehe nicht dass da wirklich Werte geschaffen werden.
Wenn jedenfalls, am Aktionär vorbei.

Gruß
P.

[Popeye82]

U.S. economy to enter recession, in next 12 months or less - M.com/PC - Apr 28, 2014
www.mining.com/web/u-s-economy-to-enter-recession-in-next-12…

"An economy is said to be technically in a recession when it experiences two consecutive quarters of negative gross domestic product (GDP) growth.

The biggest portion of the U.S. GDP calculation is consumer spending; then comes investments, government spending, and, finally, net of exports. By far, consumer spending is the biggest factor in calculating GDP. All you need is a slight decline in consumer spending for GDP to fall.

And as it stands, consumer spending in the U.S. economy is on the decline. In 2013, it accounted for nearly 70% of GDP, meaning that for every $1.00 increase in GDP, $0.70 was associated with consumer spending.

Since November, consumer spending for durable goods (goods that can last for a long time, like a T.V. or furniture) declined by 3.23%. (Source: Federal Reserve Bank of St. Louis web site, last accessed April 22, 2014.)

When we look at sales at retailers in the U.S. economy, they keep telling the same story: U.S. consumers are tapped out. Of 175 retailers tracked by FactSet, more than half of them have reported store sales in the fourth quarter of 2013 that were below market expectations. (Source: FactSet, April 11, 2014.)

So far, for the first quarter of 2014, 20 of the major retailers have provided negative guidance regarding their sales and only nine have issued positive guidance. For the entire 2014 year, 31 retailers have issued negative guidance about their sales and only 15 have issued positive guidance. (Source: Ibid.)

There is a clear sign of declining retail sales. In 2011, same-store sales grew by 2.9%; in 2012, they increased by 2.6%; and in 2013, same-store retail sales grew by 1.5%. See the trend? Sales at retail stores grew last year at only half the pace they grew in 2011. The trend of slower sales growth—maybe even negative growth—will continue for 2014.

A recession in the U.S. economy is becoming a very likely scenario. Consumer spending, which is hands down the biggest portion of GDP, is in outright trouble.

If you take out the rally in stock prices that we’ve had since 2009 and look at the cooling housing market, there is not much left of the economy. So, if 2014 is a down year for the stock market, which I’m predicting it will be, the chances of a recession suddenly look very real within the next 12 months or less.

By itself, the U.S. having two consecutive quarters of marginally declining GDP is not a big deal. The problem with it is perception. All we need is for consumers to see the economy going back into a recession and bang, consumer spending will soften even further.

by Michael Lombardi, MBA "