McEwen Mining (Seite 190)
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ISIN: US58039P3055 · WKN: A3DMEX · Symbol: US8
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Hallo allerseits,
habt ihr schon Informationen, wann und wie der Umtausch von US Gold- in McEwenMining-Aktien auch im Depot vollzogen wird?
Viele Grüsse,
Nipsild
habt ihr schon Informationen, wann und wie der Umtausch von US Gold- in McEwenMining-Aktien auch im Depot vollzogen wird?
Viele Grüsse,
Nipsild
Antwort auf Beitrag Nr.: 42.691.386 von Antarius am 03.02.12 00:12:56Auszug aus dieser News. Ich hoffe nicht, das es zu der fettmarkierten Situation aus dieser News kommen wird. Wenn doch, dann ist das halten von Edelmetall-Aktien auch verkehrt dann gilt doch nur physisches Edelmetall zu Hause.
McEwen Mining is of course the company that has resulted from the merger of Minera Andes and US Gold. The merger gives the company access to mines in Mexico, Argentina, and the United States, and so there is a fair amount of jurisdictional diversification. As the global sovereign debt crisis grows and the risk of nationalization of gold mines grows as well, jurisdictional diversification will be of greater importance.
McEwen Mining is of course the company that has resulted from the merger of Minera Andes and US Gold. The merger gives the company access to mines in Mexico, Argentina, and the United States, and so there is a fair amount of jurisdictional diversification. As the global sovereign debt crisis grows and the risk of nationalization of gold mines grows as well, jurisdictional diversification will be of greater importance.
McEwen Mining's Next Stop Is The S&P 500
11 comments | by: The Deliberate Trader January 31, 2012 | about: MUX
McEwen Mining, Inc. (MUX) is the recent combination of U.S. Gold Corporation and Minera Andes, Inc. U.S. U.S. Gold Corporation was a gold and silver explorer trading on the New York and Toronto stock exchanges with very promising gold and silver projects in Nevada and Mexico. Minera Andes was a gold producer trading on the Toronto Stock Exchange and over-the-counter in the U.S. with an operating gold mine in Argentina. You can read about the newly formed company and view its initial website presentation here.
The common thread between the two companies is Rob McEwen, the CEO and 25% owner of the new company. His primary goal is to land the company on the S&P 500 by 2015. Of course, that's not something that can be done without excellent leadership, consistent earnings, and a plan to grow the company to a market cap that connotes leadership in the mining industry. However, we believe that McEwen is the man to do it.
By and large, precious metals mining companies are content with exploration, building mines, and producing metal. The CEO's of precious metals companies may be excellent geologists or very experienced in the fields of mining, or business in general. Their CEOs are surely conversant with phrases like "measured and inferred", "capex" and the "Dow to gold ratio".
But the CEO of McEwen Mining has something else. He has imagination, a vision; and very importantly, he has serious skin in the game. As indicated, he has a personal 25% stake in the newly formed company. Additionally, he takes no salary from the company. About a year ago, he purchased additional shares of UXG at 6.50 per share, a price higher than the recent close, and we wrote about it in our instablog.
In our view, this is leadership worth following. From our military experience, we have worked alongside and under a number of leaders (and "leader" wannabes), and we look for several important qualities in leaders of any stripe. Aside from experience (of which McEwen's is legendary), we expect corporate leaders to have a well-defined set of goals. Ideally, the major goals are extraordinary, even fantastic. This requires personal qualities of vision and imagination.
Next, there has to be a detailed plan or road map for attaining the goals, winning the objective, accomplishing the mission. There are a number of visionaries who merely and perpetually "dream on" because they have no real plan. In warfare, you can't win without a strategic plan, and the alternatives to winning are never acceptable.
We think that it is indicative of his sense of mission accomplishment that McEwen has set a 2015 deadline for the enlistment of MUX on the S&P 500. The combination of the cash flow of an established producer (Minera Andes) with the extensive additional resources of a near production explorer (U.S. Gold) is a huge step in the right direction.
Finally, we expect that leaders will not ask followers to bear hardships that they themselves are not willing to endure. In military leadership training parlance, this is known as "setting the example". Having such a high personal stake in the ownership of the company demonstrates equal acceptance of the risk and clearly sets the example. In our view, Rob McEwen possesses these leadership traits and more.
We expect volatility to expand again in the present environment for gold mining stocks, including the possibility of a steep run up followed by equally (or even more) steep declines. Investing in mining companies is not for the conservative or uncommitted investor. Additionally, the political risk of investment in central and South American jurisdictions should be considered carefully.
However, we think that efficient mid-tier producing miners with expanding resources will benefit most from price appreciation in the metals themselves, and we like the prospects for both gold and silver miners. Therefore, we believe that MUX fits the bill squarely, and we are also mindful of the exposure that will certainly be gained from the kind and course of expansion that McEwen plans. A listing on the S&P 500 will be no small achievement.
We have referenced the McEwen Mining website where we found the sixty-two (62) slide presentation interesting and informative. We were especially intrigued by "Slide #7" which compares several categories of five major gold stocks and the price of gold from May 2006 to the present. Of course, you can get different outcomes in these comparisons by adjusting the period of study.
However, according to the slide, whereas the price of gold has apparently risen 134% since May 2006, the share price of Barrick Gold (ABX) has appreciated only 36%, Goldcorp (GG) has appreciated 10%, Newmont Mining (NEM) has appreciated 4%, Kinross Gold (KGC) has actually declined 18% and the share price of AngloGold Ashanti (AU) has declined 19%. Only two of the five and had an increase in production during that period of time, and none has paid more than a nominal dividend.
So one question arises; if you want exposure to gold, but don't want to store the physical, why buy shares in a major gold mining company? What you shouldn't buy is beyond the scope of this article. You may want to study the price activity in these companies and their performance as businesses before they became major enterprises. If you do, we think that you'll find that the "sweet spot" for investing in precious metals miners is after they emerge from their status as speculative explorers, but before they hit the big time.
We believe that MUX has just entered the "sweet spot", and we plan to continue to accumulate it at favorable prices. Its predecessors (UXG and MNEAF) each doubled in price in the last month, and we think that this is the market's clear vote of confidence in what McEwen is both doing and planning.
Disclosure: I am long MUX. I receive no compensation to write about any specific stock, sector or theme.
http://seekingalpha.com/article/329292-mcewen-mining-s-next-…
11 comments | by: The Deliberate Trader January 31, 2012 | about: MUX
McEwen Mining, Inc. (MUX) is the recent combination of U.S. Gold Corporation and Minera Andes, Inc. U.S. U.S. Gold Corporation was a gold and silver explorer trading on the New York and Toronto stock exchanges with very promising gold and silver projects in Nevada and Mexico. Minera Andes was a gold producer trading on the Toronto Stock Exchange and over-the-counter in the U.S. with an operating gold mine in Argentina. You can read about the newly formed company and view its initial website presentation here.
The common thread between the two companies is Rob McEwen, the CEO and 25% owner of the new company. His primary goal is to land the company on the S&P 500 by 2015. Of course, that's not something that can be done without excellent leadership, consistent earnings, and a plan to grow the company to a market cap that connotes leadership in the mining industry. However, we believe that McEwen is the man to do it.
By and large, precious metals mining companies are content with exploration, building mines, and producing metal. The CEO's of precious metals companies may be excellent geologists or very experienced in the fields of mining, or business in general. Their CEOs are surely conversant with phrases like "measured and inferred", "capex" and the "Dow to gold ratio".
But the CEO of McEwen Mining has something else. He has imagination, a vision; and very importantly, he has serious skin in the game. As indicated, he has a personal 25% stake in the newly formed company. Additionally, he takes no salary from the company. About a year ago, he purchased additional shares of UXG at 6.50 per share, a price higher than the recent close, and we wrote about it in our instablog.
In our view, this is leadership worth following. From our military experience, we have worked alongside and under a number of leaders (and "leader" wannabes), and we look for several important qualities in leaders of any stripe. Aside from experience (of which McEwen's is legendary), we expect corporate leaders to have a well-defined set of goals. Ideally, the major goals are extraordinary, even fantastic. This requires personal qualities of vision and imagination.
Next, there has to be a detailed plan or road map for attaining the goals, winning the objective, accomplishing the mission. There are a number of visionaries who merely and perpetually "dream on" because they have no real plan. In warfare, you can't win without a strategic plan, and the alternatives to winning are never acceptable.
We think that it is indicative of his sense of mission accomplishment that McEwen has set a 2015 deadline for the enlistment of MUX on the S&P 500. The combination of the cash flow of an established producer (Minera Andes) with the extensive additional resources of a near production explorer (U.S. Gold) is a huge step in the right direction.
Finally, we expect that leaders will not ask followers to bear hardships that they themselves are not willing to endure. In military leadership training parlance, this is known as "setting the example". Having such a high personal stake in the ownership of the company demonstrates equal acceptance of the risk and clearly sets the example. In our view, Rob McEwen possesses these leadership traits and more.
We expect volatility to expand again in the present environment for gold mining stocks, including the possibility of a steep run up followed by equally (or even more) steep declines. Investing in mining companies is not for the conservative or uncommitted investor. Additionally, the political risk of investment in central and South American jurisdictions should be considered carefully.
However, we think that efficient mid-tier producing miners with expanding resources will benefit most from price appreciation in the metals themselves, and we like the prospects for both gold and silver miners. Therefore, we believe that MUX fits the bill squarely, and we are also mindful of the exposure that will certainly be gained from the kind and course of expansion that McEwen plans. A listing on the S&P 500 will be no small achievement.
We have referenced the McEwen Mining website where we found the sixty-two (62) slide presentation interesting and informative. We were especially intrigued by "Slide #7" which compares several categories of five major gold stocks and the price of gold from May 2006 to the present. Of course, you can get different outcomes in these comparisons by adjusting the period of study.
However, according to the slide, whereas the price of gold has apparently risen 134% since May 2006, the share price of Barrick Gold (ABX) has appreciated only 36%, Goldcorp (GG) has appreciated 10%, Newmont Mining (NEM) has appreciated 4%, Kinross Gold (KGC) has actually declined 18% and the share price of AngloGold Ashanti (AU) has declined 19%. Only two of the five and had an increase in production during that period of time, and none has paid more than a nominal dividend.
So one question arises; if you want exposure to gold, but don't want to store the physical, why buy shares in a major gold mining company? What you shouldn't buy is beyond the scope of this article. You may want to study the price activity in these companies and their performance as businesses before they became major enterprises. If you do, we think that you'll find that the "sweet spot" for investing in precious metals miners is after they emerge from their status as speculative explorers, but before they hit the big time.
We believe that MUX has just entered the "sweet spot", and we plan to continue to accumulate it at favorable prices. Its predecessors (UXG and MNEAF) each doubled in price in the last month, and we think that this is the market's clear vote of confidence in what McEwen is both doing and planning.
Disclosure: I am long MUX. I receive no compensation to write about any specific stock, sector or theme.
http://seekingalpha.com/article/329292-mcewen-mining-s-next-…
Trading Spotlight
Sieht doch nicht schlecht aus für die Edelmetallbesitzer, oder ?
Dann soll Rob noch weiter nach Silber und vielleicht auch noch Gold suchen. Alles was er findet wird uns auch zu gute kommen, oder ?
Angebotsüberhang dürfte sinken
Analysten erwarten steigende Nachfrage nach Silber
Geschrieben von Redaktion • 1. Februar 2012 •
Eine Nachfrage in Rekordhöhe aus dem Industriesektor und ein Wiedererstarken des Interesses von Investorenseite haben dem Silberpreis den besten Jahresstart seit fast drei Jahrzehnten beschert.
Silberbarren
Wie die Analysten von Barclays Capital schätzen, werden die Produzenten im laufenden Jahr 15.415 Tonnen Silber verbrauchen und damit 2,4% mehr als 2011. Damit sollte der vorhandene Angebotsüberschuss um 41% auf 3.297 Tonnen sinken, meinen die Experten. Die Analysten von Morgan Stanley glauben zudem, dass 2012 Anleger 2.000 Tonnen Silber über börsennotierte Produkte wie ETF (Exchange Traded Funds) kaufen könnten, nachdem sie im vergangenen Jahr auf diesem Weg 1.300 Tonnen verkauften. Laut einer Bloomberg-Umfrage unter 13 Analysten wird so der durchschnittliche Silberpreis des Jahres 2012 bei 37,50 USD liegen und damit 11% höher als um Vorjahr.
http://www.goldinvest.de/index.php/analysten-erwarten-steige…
Dann soll Rob noch weiter nach Silber und vielleicht auch noch Gold suchen. Alles was er findet wird uns auch zu gute kommen, oder ?
Angebotsüberhang dürfte sinken
Analysten erwarten steigende Nachfrage nach Silber
Geschrieben von Redaktion • 1. Februar 2012 •
Eine Nachfrage in Rekordhöhe aus dem Industriesektor und ein Wiedererstarken des Interesses von Investorenseite haben dem Silberpreis den besten Jahresstart seit fast drei Jahrzehnten beschert.
SilberbarrenWie die Analysten von Barclays Capital schätzen, werden die Produzenten im laufenden Jahr 15.415 Tonnen Silber verbrauchen und damit 2,4% mehr als 2011. Damit sollte der vorhandene Angebotsüberschuss um 41% auf 3.297 Tonnen sinken, meinen die Experten. Die Analysten von Morgan Stanley glauben zudem, dass 2012 Anleger 2.000 Tonnen Silber über börsennotierte Produkte wie ETF (Exchange Traded Funds) kaufen könnten, nachdem sie im vergangenen Jahr auf diesem Weg 1.300 Tonnen verkauften. Laut einer Bloomberg-Umfrage unter 13 Analysten wird so der durchschnittliche Silberpreis des Jahres 2012 bei 37,50 USD liegen und damit 11% höher als um Vorjahr.
http://www.goldinvest.de/index.php/analysten-erwarten-steige…
McEwen Mining's Next Stop Is The S&P 500
January 31, 2012 | about: MUX
"
.
..
...
We have referenced the McEwen Mining website where we found the sixty-two (62) slide presentation interesting and informative. We were especially intrigued by "Slide #7" which compares several categories of five major gold stocks and the price of gold from May 2006 to the present. Of course, you can get different outcomes in these comparisons by adjusting the period of study.
However, according to the slide, whereas the price of gold has apparently risen 134% since May 2006, the share price of Barrick Gold (ABX) has appreciated only 36%, Goldcorp (GG) has appreciated 10%, Newmont Mining (NEM) has appreciated 4%, Kinross Gold (KGC) has actually declined 18% and the share price of AngloGold Ashanti (AU) has declined 19%. Only two of the five and had an increase in production during that period of time, and none has paid more than a nominal dividend.
So one question arises; if you want exposure to gold, but don't want to store the physical, why buy shares in a major gold mining company? What you shouldn't buy is beyond the scope of this article. You may want to study the price activity in these companies and their performance as businesses before they became major enterprises. If you do, we think that you'll find that the "sweet spot" for investing in precious metals miners is after they emerge from their status as speculative explorers, but before they hit the big time.
We believe that MUX has just entered the "sweet spot", and we plan to continue to accumulate it at favorable prices. Its predecessors (UXG and MNEAF) each doubled in price in the last month, and we think that this is the market's clear vote of confidence in what McEwen is both doing and planning."
January 31, 2012 | about: MUX
"
.
..
...
We have referenced the McEwen Mining website where we found the sixty-two (62) slide presentation interesting and informative. We were especially intrigued by "Slide #7" which compares several categories of five major gold stocks and the price of gold from May 2006 to the present. Of course, you can get different outcomes in these comparisons by adjusting the period of study.
However, according to the slide, whereas the price of gold has apparently risen 134% since May 2006, the share price of Barrick Gold (ABX) has appreciated only 36%, Goldcorp (GG) has appreciated 10%, Newmont Mining (NEM) has appreciated 4%, Kinross Gold (KGC) has actually declined 18% and the share price of AngloGold Ashanti (AU) has declined 19%. Only two of the five and had an increase in production during that period of time, and none has paid more than a nominal dividend.
So one question arises; if you want exposure to gold, but don't want to store the physical, why buy shares in a major gold mining company? What you shouldn't buy is beyond the scope of this article. You may want to study the price activity in these companies and their performance as businesses before they became major enterprises. If you do, we think that you'll find that the "sweet spot" for investing in precious metals miners is after they emerge from their status as speculative explorers, but before they hit the big time.
We believe that MUX has just entered the "sweet spot", and we plan to continue to accumulate it at favorable prices. Its predecessors (UXG and MNEAF) each doubled in price in the last month, and we think that this is the market's clear vote of confidence in what McEwen is both doing and planning."
Antwort auf Beitrag Nr.: 42.673.849 von boersentrader02 am 31.01.12 14:20:26hat wohl geklappt 
http://www.wallstreet-online.de/aktien/14527967/diskussionen
jetzt kann man zwischen Forum und Handelsplätze oben im Menue hin- und her- klicken:
McEwen Mining Forum
ISIN: US58039P1075 | WKN: A1JS7T | Symbol: US8A
START---NACHRICHTEN--ANALYSEN--FORUM--HANDELSPLÄTZE--REALTIME-- ....
http://www.wallstreet-online.de/aktien/14527967/diskussionen
jetzt kann man zwischen Forum und Handelsplätze oben im Menue hin- und her- klicken:
McEwen Mining Forum
ISIN: US58039P1075 | WKN: A1JS7T | Symbol: US8A
START---NACHRICHTEN--ANALYSEN--FORUM--HANDELSPLÄTZE--REALTIME-- ....
Antwort auf Beitrag Nr.: 42.673.812 von Antarius am 31.01.12 14:14:42. . . . melde ebenfalls Vollzug, bin daher auch gespannt ob es klappen wird.
Antwort auf Beitrag Nr.: 42.673.700 von KaOzz am 31.01.12 13:56:48ich habe sie schon angeschrieben, mal sehen ... 
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