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Sabina Silver die nächste Kursrakete!!! (Seite 3199)

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13.07.06 19:59:03
Beitrag Nr. 242 ()
13.07.2006 - 13:59 Uhr

Credit Suisse rechnet mit Zinkhüttenschließungen

LONDON (Dow Jones)--Der globale Zinkmarkt wird nach Ansicht von Credit Suisse bis 2008 fundamental abgesichert sein, da ein Mangel an Konzentratproduktion einige Hütten zur Schließung zwingen werde. Wie es in einem Bericht der Bank weiter heißt, könnten die Zinkvorräte, die im bisherigen Jahresverlauf um 40%gesunken sind, theoretisch bis zum ersten Quartal 2007 auf Null fallen, wenn der Rückgang in seinem derzeitigen Tempo anhält. Zwar habe das geltende Preisumfeld eine Reaktion auf der Anbieterseite hervorgerufen, die sichtbaren Anzeichen für Projekte in den kommenden Jahren seien aber relativ klein, schreibt Credit Suisse. Ein Mangel an Zinkkonzentrat werde sich in einigen Hüttenschließungen und anhaltenden Defiziten am Markt für Raffinadezink bis 2007 hinein niederschlagen, während eine starke Industrieproduktion und Lageraufstockung im Downstream-Bereich die Zinknachfrage stimulieren würden. Preisstützend für Zink wirke ein ständiger Rückgang der Bestände bei Konsumenten in den Sektoren Bau, Transport und Konsumgüter. Ein Angebot aus neuen Minen werde deshalb zunehmend lebenswichtig, um ein Gleichgewicht am Konzentratmarkt zu erreichen. Nach Schätzungen von Credit Suisse wird ein Wachstum der Bergbauproduktion von etwa 1,2 Mio t in den Jahren 2005-2007 durch die starke Nachfrage mehr als wettgemacht. Dabei sei San Cristobal in Bolivien, das 2007 seine volle Produktion von 215.000 jato erreichen soll, das einzige von der Größe her bedeutende Greenfield-Vorhaben. Die Reaktivierung der Mine Lennard Shelf (Teck Cominco) im kommenden Jahr werde nur 80.000 jato hinzufügen. DJN/DJG/bdz/13.6.2006

derschweizer ;)
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06.07.06 19:02:26
Beitrag Nr. 241 ()



Zinc ¬ Jul 06, 12:55
Bid/Ask 1.5368 - 1.5459
Change +0.0739 +5.05%
Low/High 1.4630 - 1.5808




derschweizer ;)
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02.07.06 10:56:53
Beitrag Nr. 240 ()
Bei Metallen ist der "Superzyklus" intakt

"Super-Zyklus" bei Metallen ist intakt, sagt Merrill Lynch & Co. Die US-Investmentbank erwartet, daß Bergbauunternehmen wie BHP Billiton die jüngsten Kursverluste wieder aufholen werden, weil die anhaltende Nachfrage nach Rohstoffen die Auswirkungen der weltweit steigenden Zinsen ausgleiche. Das Analystenteam in Sydney um Vicky Binns bestätigte die Kaufempfehlung für BHP und Rio Tinto. Die Analysten sehen eine Chance von 60 Prozent, daß die Rohstoffpreise wieder an ihre dreijährige Rallye anknüpfen und das nächste Jahrzehnt weiter steigen werden. "Wir glauben nach wie vor, daß eine Hausse wahrscheinlich ist. Damit stellen Kursrückschläge in den nächsten zwei bis drei Monaten Kaufgelegenheiten dar", sagt Binns, Leiterin Australian Research bei Merrill Lynch. Rohstoffaktien, darunter BHP und Rio Tinto Group, haben ein Fünftel ihres Werts eingebüßt, nachdem im Mai und Anfang Juni die Metallpreise ins Rutschen gerieten. Fondsmanager Gary Armor von AMP Capital Investors hält ebenfalls an seinen BHP- und Rio-Positionen fest: "Die Fundamentaldaten, die die Metallnachfrage antreiben, sind nach wie vor intakt. Langfristig wird sich der jüngste Kurseinbruch als Korrektur erweisen", prognostiziert er. Auslöser für den Preisrutsch waren Zinserhöhungen in den USA, Europa und China. Bloomberg

www.welt.de
Artikel erschienen am Fr, 30. Juni 2006

in diesem Sinne noch allen einen tollen Sonntag ;)

derschweizer
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28.06.06 20:15:41
Beitrag Nr. 239 ()
Gold to be 11% higher in November 2007

By: Rhona O'Connell
Posted: '28-JUN-06 14:49' GMT © Mineweb 1997-2004

LONDON (Mineweb.com) -- While the audience vote at the LBMA conference marked silver as the strongest performer over the next 17 months, this is down to a few rogue voters who were just having fun…

This year’s London Bullion Market Association (LBMA) Precious Metals Conference, widely regarded as the best and most authoritative in the business, involved more audience interaction than usual. Electronic handsets for each delegate allowed us to vote, when appropriate, on issues put before us. This was particularly interesting in the wrap-up session, superbly run as ever by Kamal Naqvi of Barclays Capital.

Having established, as an Australian who, he assured us, is not bitter, that there were some cruel people in the audience on the back of the fact that 47% voted “No” to his question “Were Australia robbed last night in the World Cup”, he went on to pose some interesting questions.

We are a bullish bunch. We were last year also, but nowhere near as bullish as we should have been, certainly with regard to gold. The consensus, based on the average price forecast for the four different metals, reflects past relative volatilities with the result that silver, that notoriously lively metal, is forecast to be a walloping 55% higher at the time of next year’s conference (in November 2007) than it is now. All is not what it seems, however. The average of $16.10 was distorted by 7% of the audience, who voted for $25; it is probably more telling that 16% of the audience voted for prices in the region of $9, while 15% favoured the $10 -$11 range.

With respect to the rest of the sector, and showing the typical moderation (cowardice?) that results in cautious forecasts, 31% of the votes cast forecast gold in a range between roughly $650 and $700 in November 2007 with 24% calling $750 – $800 and 17% at $850 – 900 (a combined total of 72%). There were a few on the downside but the votes were relatively low with only 9% looking for $450 - $500. The average price worked out at $698.6. As we write this piece, spot gold has just fixed at $584.00 so this represent a net gain of 20%.

Palladium was also seen as a strong performer, with the average coming out at $444.10, although this was also to some extent distorted by outliers while platinum scored 28% for the $1,400 – 1,500 range (28%) and 24% for $1,100-1,300.

Influential factors are still seen as revolving largely around activities of the investors. Forty four per cent of the audience saw hedge fund activity as the most influential price driver over the next year, with 28% voting for institutional investors, 12% central banks, 9% retail and 7% CTAs. Furthermore the most influential price driver over the next three years was seen as investment demand as against jewellery, hedging activity or the official sector.

Looking at commodities from the standpoint of an investor, the audience was asked to determine whether commodities are viewed as a “strategic asset” (i.e. a long term hold); a tactical asset (buy and trade around a core position), or whether they are not a genuine asset class. The view was overwhelmingly in favour of commodities as a strategic asset, with a 65% vote in favour. Only 23% was seen as a tactical holding and a mere 12% regarded them as irrelevant.

On the mining side, the question over what constitutes the largest challenges to the mining industry was won equally by Reserves, and Environmental regulations, at 26% each. Input costs and geopolitical risks both garnered 21% of the votes while the anti-mining lobby was seen as more of an irritant than a threat, with 6% of the vote.

On the other side of the market, platinum took 32% of the vote with respect to the question of which metal has the strongest growth outlook, followed by palladium with 25%, gold with 22% and silver, 21% – which underlines the somewhat entertaining views of those who voted for a price of $25.

Meanwhile, despite all the different factors that play a role in the developments of the gold market and trends in the price, yet again the dollar remains regarded as the most influential factor in the price. This if course reflects the fact that the destiny of the dollar is of itself a proxy for a myriad of political, economic and financial developments. As one of the speakers put it during the other formal presentations, the currencies housed not be mentioned against each other but against gold…


derschweizer ;)
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28.06.06 19:19:11
Beitrag Nr. 238 ()
Still Short

SILVER WEEKLY COMMENTARY

June 27, 2006
By : Theodore Butler

I hope there is no doubt in anyone’s mind why silver sold off more than 5 dollars in a month. It was not accidental, but rather a deliberate effort by the big COMEX shorts to frighten and shake out as many leveraged longs as possible. These shorts drove the price sharply lower by collusively pulling their bids when they knew liquidity was at its lowest, principally in the overnight markets. Faced with growing daily margin calls, those that held silver contracts on margin sold their contracts by the thousands, either because of fear of further losses or lack of additional funds. It was not a voluntary liquidation. The commercial shorts then covered their short sales by buying back the thousands of contracts being dumped under duress.

In one way, the shorts’ plan had the intended effect, as leveraged longs did liquidate thousands of contracts, reducing the non-commercial and public (non-reporting) trader categories to the lowest net and gross long position levels in years, as confirmed by the Commitment of Traders Report (COT). That this has created and strengthened a low risk and bullish structure in the silver market is certain.

But, in another and quite profound way, the silver shorts’ plan has failed, and it is this failure that has created a very big problem for the COMEX and the CFTC. This has been the subject of my articles over the past several weeks. In a nutshell, the problem is that while the sell-off did create long liquidation by the thousands of contracts, compared to past sell-offs, it wasn’t enough liquidation to allow the biggest short or shorts to cover their short positions for the very first time.

Even after a five-dollar freefall in price, the biggest shorts are short the same amounts they were short before the price fell. They couldn’t cover because other dealers stepped in front of them. In the COT report, for positions held as of May 9, with silver near $15,

the 4 or less traders were net short 33,956 contracts, or around 170 million ounces. In the most recent COT, for positions held as of June 20, after the price had traded below $10, the 4 or less largest traders are still net short 33,858 contracts. The steepest silver sell-off in decades and the big short, or shorts, couldn’t even cover half a million ounces of a 170 million ounce net short position. That’s a problem.

The problem, as the following new letters indicate (that Carl Loeb has given me permission to reproduce), is if the big shorts haven’t been able to cover on a five-dollar decline, when can they cover? Do they plan on engineering a further sell-off? Do they intend to deliver 170 million ounces of silver? Do they plan on buying back their shorts on up ticks in price? Or do they plan on declaring bankruptcy and walking away from their obligations?

That the CFTC and the NYMEX/COMEX have remained mute on this issue while many thousands of innocent longs have suffered is shameful, as protecting the public is why the CFTC exists. It is not a question of them being unaware of this matter of the concentrated short silver position. I know they have received the articles I have written because I have sent those articles to them, as have many of you. By the time you read this, they will have received this one as well.

derschweizer
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21.06.06 21:39:15
Beitrag Nr. 237 ()
Antwort auf Beitrag Nr.: 22.210.998 von Spekulatius_28 am 21.06.06 19:07:49Nein. Bohrloch 0400NW aus 2005, East Clever- Zone 52,4 m mit 311,7 g/t Silber....

Is'n kleiner Scherz, natürlich ist der Wert gut, aber für Sabina nicht völlig ungewöhnlich. Die Geometrie und die Metallgehalte der bisher bebohrten Zonen sind doch schon ganz gut bekannt - ein Bsp.- mehr für die Ignoranz der Börse - und dieses hier ist ein in-fill-hole und wird daher die Ressource nicht so signifikant erhöhen, wie wenn man dieses Ergebnis bei den step-out-holes gemessen hätte. Das wär's gewesen..

Gruß Cutter

PS: Dagegen ist der Zinkgrad der höchste bisher gemessene und dür die Boot Lake-Zone ist es auch der höchste Silbergrad (über ein vergleichbares Intervall).
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21.06.06 20:34:08
Beitrag Nr. 236 ()
was denkt ihr gehts die nächsten tage weiter rauf?
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21.06.06 19:07:49
Beitrag Nr. 235 ()
ist das nicht wahnsinn mit den 303.9 g/t :eek: :eek:
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21.06.06 18:44:03
Beitrag Nr. 234 ()
http://www.stockhouse.ca/news/news.asp?newsid=3969765&tick=S…

hier noch mal die Mineralisierungen in Tabellenform
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21.06.06 18:29:43
Beitrag Nr. 233 ()
RT 267k / +21,2% / +0,21 / Can$ 1,20 :D

Die News kommt an, sehr erfreulich aus meiner Sicht!

derschweizer
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Sabina Silver die nächste Kursrakete!!!