Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2293)
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Zitat von Kongo-Otto: Hmm...wennman seitens Derivate-Handel von weiter fallenden Kursen ausgeht bis 2014, was meinst du dann mit "baldigem" Einstieg? Noch in 2012?
Die "forward curve" ist ein Spiegel der heutigen Erwartungen und kann sich theoretisch schon nä. Wo. ändern, sofern die ökonomischen Daten neue Hoffnungen oder Ängste aufkeimen lassen.
Wie bei den meisten "Profi"-Empfehlungen, hinkt die Erwartung der Realität hinterher. D. h. sie passt sich neuen Gegenheiten an und geht konform mit dem typisch menschlichen Verhaltensmuster "Reiz-Reaktion".
Fällt z. B. der Eisenpreis, wird die "forward curve" irgendwann angepasst um dann die Erwartung tieferer Zukunftspreise widerzuspiegeln. So wird eine fortschreitende Abwärtsbewegung prognostiziert, die meist nicht viel mit der Realität zu tun hat. Denn diese ist nicht gradlinig, sondern wellenförmig.
Um auf Deine Frage zurückzukommen: Ich gehe davon aus, dass die Tiefstpreise für Eisen innerhalb der den nächsten 2-3 Monate erreicht werden. Von der Dynamik her wäre der September mein Favorit, was sich jedoch noch erst erhärten muss!
So würde ich, wenn ich den rechtzeitigen Absprung aus Eisen-Aktien verpasst haben sollte, jetzt - zu diesen Ausverkaufskursen - nicht mehr verkaufen. Das "Reiz-Reaktions-Muster" würde bei einem noch unerfahrenen Anleger dazu führen, dass jetzt, wo der Schmerz der chronischen Verluste unerträglich geworden ist, der Verkaufsknopf gedrückt wird.
Doch jetzt, wo wir nahe am Tief sind, ist nicht die Zeit zum Verkaufen. Wir stehen kurz vor der Saison für die Jagd nach Schnäppchen. Aufregende Monate liegen vor uns!
Idealerweise würde noch ein Schockerlebnis die Aktienmärkte um 10-20% drücken. Beim DAX oder S&P500 erwarte ich das sogar. Doch das ist keine Bedingung für Rohstoffaktien, da diese (siehe TSX-Venture) schon im Mittel über 50% abgegeben haben.
Achtung: Ich habe noch keine Käufe empfohlen. Noch nicht! Zurzeit beobachte ich noch die verschiedenen Märkte und halte Cash für Käufe bereit.
Mental sollte man sich von der frustierenden Zeit der riesigen Verluste im Rohstoffsektor frei machen, sich also nicht länger darauf konzentrieren, was man nicht will (das ist ein beliebtes Spiel hier bei w-o).
Sondern sich über die Super-Schnäppchen freuen, die sich überall zeigen und schon mal selektieren, was man gern kaufen möchte. Und sich dann in Gedanken über die riesigen Gewinne freuen, die kommen werden. Doch jetzt landen wir im metaphysischen Bereich und ich möchte die harte Realisten unter uns nicht langweilen ...
Hi Leute,
sehr interessanter Thread den ihr hier führt, ab zu den Favoriten.
Gruss
Raging
sehr interessanter Thread den ihr hier führt, ab zu den Favoriten.
Gruss
Raging
Habe mir heute eine Position v. Strategic gegönnt, die ertrinken in Cash, haben Aktienpositionen im Wert v. 41 Mio $ alleine, dann die 36 Mio $ obendrauf v. heutigen Royalty Verkauf, dann noch Cashposition, so um die 20 Mio $ (lt.July Präsentation 66 Mio $ Working Capital insgesamt).
Sie gehören zu den größten Property holder in Yukon, besitzen knapp 10 % v. ATAC , die ja unglaublich tolle Grade erbohrten, sehr oberflächennah auch noch. Südlich v. ATAC´s Rackla Gold Project liegt ihr Midas Touch Gebiet.
Strategic Metals to Sell Royalty Interests for US$30 Million With Provisional Increase to US$36 Million
http://at.marketwire.com/accesstracking/AccessTrac kingLogServlet?docid=0809958001&sourceType=1http:/ /www.ccnmatthews.com/logos/20050901-0901str.jpg
VANCOUVER, BRITISH COLUMBIA -- (Marketwire) -- 08/03/12 -- Strategic Metals Ltd. (TSX VENTURE:SMD) ("Strategic") announces that pursuant to the terms of an August 1, 2012 royalty purchase agreement, Strategic will sell its royalty interests in three advanced mineral projects to 8248567 Canada Limited, an arm's length purchaser, for up to US$36 million. The three royalty interests being sold are:
a. a 5% net profits royalty interest in the Casino copper-molybdenum-gold
deposit, located in the Whitehorse Mining District of the Yukon
Territory and owned by Western Copper and Gold Corporation;
b. a 1% net smelter return royalty interest in the Logtung tungsten
project, located on the Yukon-British Columbia border and owned by Largo
Resources Ltd.; and
c. a 1% net smelter return royalty interest in all mineral production from
the Kink 3 mineral claim that covers a substantial portion of the
Wolverine zinc-silver-lead-copper-gold deposit, located in the Watson
Lake Mining District of the Yukon Territory and owned by Yukon Zinc
Corporation. The 1% royalty interest will be reduced to a 0.5% net
smelter return royalty interest after a total of $500,000 in royalty
payments have been made to the royalty holder.
The sale proceeds to be received by Strategic will consist of:
1. an initial cash payment of US$30 million on the closing of the royalty
sale; and
2. an additional cash payment of US$6 million if the operator of the Casino
project has obtained all necessary permits and authorizations prior to
December 31 2016 to construct and operate the project as a producing
mine as contemplated in a feasibility study prepared for and upon which
the operator makes a positive construction decision. The required
permits and authorizations required as part of the operator's
construction decision will include: (i) a positive decision from the
Yukon Environmental and Socio-Economic Assessment Board; (ii) a positive
decision from the Canadian Environmental Assessment Agency; (iii) a
Quartz Mining License, including the requirement for a reclamation and
closure plan, from the Yukon Government Energy, Mines and
Resources/Minerals Resources Branch; (iv) a Type A Water Use License
from the Yukon Water Board; and (v) a Metal Mining Effluent Regulation
Schedule 2 Amendment from the Government of Canada.
This transaction is subject to TSX Venture Exchange acceptance and is expected to close on or about August 9, 2012.
For additional information concerning Strategic Metals Ltd. please visit Strategic's website at www.strategicmetalsltd.com.
About Strategic Metals Ltd.
Strategic is a pre-eminent explorer and claimholder in the Yukon, with an exceptional portfolio of more than 160 property and royalty interests. Strategic also owns marketable shares of other resource companies, including 9.6% of ATAC Resources Ltd., 18.8% of Silver Range Resources Ltd., 28.0% of Rockhaven Resources Ltd, 19.9% of Precipitate Gold Corp., and 19.9% of Wolverine Minerals Corp.
Sie gehören zu den größten Property holder in Yukon, besitzen knapp 10 % v. ATAC , die ja unglaublich tolle Grade erbohrten, sehr oberflächennah auch noch. Südlich v. ATAC´s Rackla Gold Project liegt ihr Midas Touch Gebiet.
Strategic Metals to Sell Royalty Interests for US$30 Million With Provisional Increase to US$36 Million
http://at.marketwire.com/accesstracking/AccessTrac kingLogServlet?docid=0809958001&sourceType=1http:/ /www.ccnmatthews.com/logos/20050901-0901str.jpg
VANCOUVER, BRITISH COLUMBIA -- (Marketwire) -- 08/03/12 -- Strategic Metals Ltd. (TSX VENTURE:SMD) ("Strategic") announces that pursuant to the terms of an August 1, 2012 royalty purchase agreement, Strategic will sell its royalty interests in three advanced mineral projects to 8248567 Canada Limited, an arm's length purchaser, for up to US$36 million. The three royalty interests being sold are:
a. a 5% net profits royalty interest in the Casino copper-molybdenum-gold
deposit, located in the Whitehorse Mining District of the Yukon
Territory and owned by Western Copper and Gold Corporation;
b. a 1% net smelter return royalty interest in the Logtung tungsten
project, located on the Yukon-British Columbia border and owned by Largo
Resources Ltd.; and
c. a 1% net smelter return royalty interest in all mineral production from
the Kink 3 mineral claim that covers a substantial portion of the
Wolverine zinc-silver-lead-copper-gold deposit, located in the Watson
Lake Mining District of the Yukon Territory and owned by Yukon Zinc
Corporation. The 1% royalty interest will be reduced to a 0.5% net
smelter return royalty interest after a total of $500,000 in royalty
payments have been made to the royalty holder.
The sale proceeds to be received by Strategic will consist of:
1. an initial cash payment of US$30 million on the closing of the royalty
sale; and
2. an additional cash payment of US$6 million if the operator of the Casino
project has obtained all necessary permits and authorizations prior to
December 31 2016 to construct and operate the project as a producing
mine as contemplated in a feasibility study prepared for and upon which
the operator makes a positive construction decision. The required
permits and authorizations required as part of the operator's
construction decision will include: (i) a positive decision from the
Yukon Environmental and Socio-Economic Assessment Board; (ii) a positive
decision from the Canadian Environmental Assessment Agency; (iii) a
Quartz Mining License, including the requirement for a reclamation and
closure plan, from the Yukon Government Energy, Mines and
Resources/Minerals Resources Branch; (iv) a Type A Water Use License
from the Yukon Water Board; and (v) a Metal Mining Effluent Regulation
Schedule 2 Amendment from the Government of Canada.
This transaction is subject to TSX Venture Exchange acceptance and is expected to close on or about August 9, 2012.
For additional information concerning Strategic Metals Ltd. please visit Strategic's website at www.strategicmetalsltd.com.
About Strategic Metals Ltd.
Strategic is a pre-eminent explorer and claimholder in the Yukon, with an exceptional portfolio of more than 160 property and royalty interests. Strategic also owns marketable shares of other resource companies, including 9.6% of ATAC Resources Ltd., 18.8% of Silver Range Resources Ltd., 28.0% of Rockhaven Resources Ltd, 19.9% of Precipitate Gold Corp., and 19.9% of Wolverine Minerals Corp.
COMPANY RELEASES
Ivanhoe Mines Changes Name to Turquoise Hill Resources
Ivanhoe Mines,
Friday , 03 Aug 2012,
http://www.mineweb.com/mineweb/view/mineweb/en/page674?oid=1…
Auszug:
The company's new trading symbol will be "TRQ" and will become effective at the opening of trading on the Toronto Stock Exchange, the New York Stock Exchange and the NASDAQ Stock Market on August 8, 2012.
Ivanhoe Mines Changes Name to Turquoise Hill Resources
Ivanhoe Mines,
Friday , 03 Aug 2012,
http://www.mineweb.com/mineweb/view/mineweb/en/page674?oid=1…
Auszug:
The company's new trading symbol will be "TRQ" and will become effective at the opening of trading on the Toronto Stock Exchange, the New York Stock Exchange and the NASDAQ Stock Market on August 8, 2012.
Antwort auf Beitrag Nr.: 43.454.027 von zertol am 03.08.12 13:49:48China's Shadow Looms Over Australian Mine Meeting
August 03, 2012,
http://www.thejakartaglobe.com/business/chinas-shadow-looms-…
August 03, 2012,
http://www.thejakartaglobe.com/business/chinas-shadow-looms-…
Aus Thread: TimLuca und Freunde: reelle Depotbesprechung
(03.08.12, 13:44:58):
(03.08.12, 13:44:58):
Zitat von zertol: Ankündigung:
Diggers & Dealers Forum 2012
6 to 8 August 2012
Kalgoorlie, Western Australia
- Celebrating 20 years -
http://www.diggersndealers.com.au/
Programme 2012
[Please note this programme is subject to change.]
http://www.diggersndealers.com.au/presenter_programme_day_1_…
Presenter:
Monday 6 August 2012 - Tuesday 7 August 2012 - Wednesday 8 August 2012
7 August 2012: ABM Resources NL - Darren Holden, Managing Director
8 August 2012: Alacer Gold - David Quinlivan, President & CEO
8 August 2012: Ampella Mining Limited - Paul Kitto, Managing Director & CEO
8 August 2012: AngloGold Ashanti Ltd - Mark Cutifani, Chief Executive Officer
8 August 2012: Atlas Iron Limited - Ken Brinsden, Managing Director
7 August 2012: Barrick (Australia Pacific) Limited - Mike Feehan, Regional President, Australia Pacific
7 August 2012: Bathurst Resources Limited - Hamish Bohannan, Managing Director
8 August 2012: BC Iron Limited - Mike Young, Managing Director
6 August 2012: Beadell Resources Ltd - Peter Bowler, Managing Director
7 August 2012: Centaurus Metals Limited - Darren Gordon, Managing Director
6 August 2012: Cliffs Natural Resources - Joseph Carrabba, President & COO
7 August 2012: Cobar Consolidated Resources Limited - Ian Lawrence, Managing Director
6 August 2012: Doray Minerals Ltd - Allan Kelly, Managing Director
8 August 2012: Endeavour Mining Corporation - Mark Connelly, Executive Director & COO
6 August 2012: Evolution Mining - Jake Klein, Executive Chairman
7 August 2012: Focus Minerals Limited - Campbell Baird, Chief Executive Officer
8 August 2012: Fortescue Metals Group Ltd - Nev Power, Chief Executive Officer
8 August 2012: Gold Fields Australia Pty Ltd - Timothy Gilbert, Vice President Operations
6 August 2012: Gold Road Resources Ltd - Ian Murray, Executive Chairman
6 August 2012: Hot Chili Limited - Christian Easterday, Managing Director
7 August 2012: Independence Group NL - Chris Bonwick, Managing Director
7 August 2012: Integra Mining Limited - Christopher Cairns, Managing Director
7 August 2012: Intrepid Mines Limited - Bradley Gordon, Chief Executive Officer
6 August 2012: Iron Ore Holdings Limited - Alwyn Vorster, Managing Director
7 August 2012: Ivanhoe Australia Limited - Mike Spreadborough, Chief Operating Officer
6 August 2012: Kasbah Resources Limited - Wayne Bramwell, Managing Director
7 August 2012: Kingsgate Consolidated Limited - Gavin Thomas, Managing Director & CEO
8 August 2012: MacPhersons Resources Limited - Morrie Goodz, Managing Director
6 August 2012: Mincor Resources NL - David Moore, CEO & Managing Director
6 August 2012: Nautilus Minerals - Steve Rogers, Chief Executive Officer
8 August 2012: Newcrest Mining Limited - Colin Moorhead, Executive General Manager, Minerals
6 August 2012: Newmont Asia Pacific - Jeff Huspeni, Senior Vice President, Asia Pacific, Newmont Mining Corporation
8 August 2012: Northern Star Resources Limited - Bill Beament, Managing Director
7 August 2012: OceanaGold Corporation - Mick Wilkes, CEO & Managing Director
7 August 2012: Panoramic Resources Limited - Peter Harold, Managing Director
7 August 2012: Ramelius Resources Ltd - Ian Gordon, Managing Director
7 August 2012: Reed Resources Limited - Luke Tonkin, Managing Director
6 August 2012: Sandfire Resources NL - Karl Simich, CEO & Managing Director
7 August 2012: Saracen Mineral Holdings - Guido Staltari, Executive Chairman
7 August 2012: Silver Lake Resources Limited - Les Davis, Managing Director
6 August 2012: Silver Wheaton - Neil Burns, Vice President Technical Services
7 August 2012: Trafford Resources Limited - Ian Finch, Managing Director
8 August 2012: Troy Resources Limited - Paul Benson, Managing Director & CEO
6 August 2012: Ventnor Resources Limited - Bruce Maluish, Managing Director
8 August 2012: Western Areas NL - Dan Lougher, Managing Director
Antwort auf Beitrag Nr.: 43.452.319 von tommy-hl am 03.08.12 07:57:14Hmm...wennman seitens Derivate-Handel von weiter fallenden Kursen ausgeht bis 2014, was meinst du dann mit "baldigem" Einstieg? Noch in 2012?
Mal sehen, welche Werte man sich schön ins Körbchen legt.
Mal sehen, welche Werte man sich schön ins Körbchen legt.
Eisenerz Derivate-Handel
Die Händler gehen noch von fallenden Preisen für die nächste Zeit aus, bis zu einem Tief von 100 $/t für das Jahr 2014. Die darin erwartete Abwärtsbewegung ist allerdings nicht mehr so groß und deutet ein Abbremsen des Preisverfalls an. Auch hier könnte bald das Signal für einen ersten Einstieg in Fe-Aktien entstehen:
IRON ORE DERIVATIVES WRAP: Swaps values drop $3 on day
August 02, 2012 - 17:45 GMT Location: London & Singapore
The OTC iron ore market reported a fourth consecutive day of brisk trading on Thursday August 2, despite a slowdown in physical price moves.
Forward curve
August: $112/113
September: $112.50/113
Q4 2012: $111.50/112.50
Q1 2013: $110.75/111.75
2013: $107.50/109.50
2014: $100/102
Swaps The OTC iron ore market reported a fourth consecutive day of brisk trading on Thursday August 2, despite a slowdown in physical price moves. Brokers speaking to Metal Bulletin said that prices had come off around $3 in early trading but stabilised.
Die Händler gehen noch von fallenden Preisen für die nächste Zeit aus, bis zu einem Tief von 100 $/t für das Jahr 2014. Die darin erwartete Abwärtsbewegung ist allerdings nicht mehr so groß und deutet ein Abbremsen des Preisverfalls an. Auch hier könnte bald das Signal für einen ersten Einstieg in Fe-Aktien entstehen:
IRON ORE DERIVATIVES WRAP: Swaps values drop $3 on day
August 02, 2012 - 17:45 GMT Location: London & Singapore
The OTC iron ore market reported a fourth consecutive day of brisk trading on Thursday August 2, despite a slowdown in physical price moves.
Forward curve
August: $112/113
September: $112.50/113
Q4 2012: $111.50/112.50
Q1 2013: $110.75/111.75
2013: $107.50/109.50
2014: $100/102
Swaps The OTC iron ore market reported a fourth consecutive day of brisk trading on Thursday August 2, despite a slowdown in physical price moves. Brokers speaking to Metal Bulletin said that prices had come off around $3 in early trading but stabilised.
Eisenerz-Preis: Boden bei 110-120 USD?
Bei Eisenerz wird es nun spannend zu beobachten, ob ein Boden bei/über 110 $/t gebildet werden kann. Short seller nutzten die Preisschwäche aus, doch die müssen sich irgendwann wieder eindecken. Dann geht es hoch ... und das wäre das Signal, um eine erste Posi in einer aussichtsreichen Eisenerz-Aktie zu wagen.
Der Derivate-Handel geht noch von fallenden Preisen aus, doch das kann sich schnell ändern, sobald klar wird, dass der Boden hält und von dort aus ein Trendwechsel eingeleitet wird.
Iron ore prices finally break losing streak
Date August 1, by Peter Ker
The benchmark iron ore price finally snapped a 14-day losing streak, with today's modest rise potentially marking a turning point the beaten-down sector.
After hitting a multi-year low of $US115 per tonne yesterday, the benchmark iron ore price rose to $US117 per tonne today, ending a horror fortnight in which the commodity slipped about 13 per cent.
Today's rise will embolden analysts who believe there is a “floor” in the iron ore price between $US110 and $US120 a tonne.
That floor is thought to be set by high-cost Chinese iron ore producers, which supply about 30 per cent of China's iron ore demand. China is the main customer for Australia's commodity exports, especially iron ore.
Advertisement
Most Australian companies and investors have long believed such a floor exists, and their investments would be vulnerable if the floor was proven to be a myth.
Fortescue Metals Group was singled out last week as a company whose debt profile was vulnerable should the iron ore price settle below $US115 per tonne for the next 18 months.
Fortescue shares today gained 2 cents, or 0.5 per cent today, to $4.15.
If the iron ore price rebound is sustained in coming days, it will be bad news for notorious American short-seller Jim Chanos. Mr Chanos has inspired a wave of pessimism towards Fortescue based on the notion the company's finances are fragile should iron ore prices retreat below $US100 per tonne.
A similar iron ore price slide last October also came to a halt at $US116 per tonne, after which prices begin to pick up.
Bei Eisenerz wird es nun spannend zu beobachten, ob ein Boden bei/über 110 $/t gebildet werden kann. Short seller nutzten die Preisschwäche aus, doch die müssen sich irgendwann wieder eindecken. Dann geht es hoch ... und das wäre das Signal, um eine erste Posi in einer aussichtsreichen Eisenerz-Aktie zu wagen.
Der Derivate-Handel geht noch von fallenden Preisen aus, doch das kann sich schnell ändern, sobald klar wird, dass der Boden hält und von dort aus ein Trendwechsel eingeleitet wird.
Iron ore prices finally break losing streak
Date August 1, by Peter Ker
The benchmark iron ore price finally snapped a 14-day losing streak, with today's modest rise potentially marking a turning point the beaten-down sector.
After hitting a multi-year low of $US115 per tonne yesterday, the benchmark iron ore price rose to $US117 per tonne today, ending a horror fortnight in which the commodity slipped about 13 per cent.
Today's rise will embolden analysts who believe there is a “floor” in the iron ore price between $US110 and $US120 a tonne.
That floor is thought to be set by high-cost Chinese iron ore producers, which supply about 30 per cent of China's iron ore demand. China is the main customer for Australia's commodity exports, especially iron ore.
Advertisement
Most Australian companies and investors have long believed such a floor exists, and their investments would be vulnerable if the floor was proven to be a myth.
Fortescue Metals Group was singled out last week as a company whose debt profile was vulnerable should the iron ore price settle below $US115 per tonne for the next 18 months.
Fortescue shares today gained 2 cents, or 0.5 per cent today, to $4.15.
If the iron ore price rebound is sustained in coming days, it will be bad news for notorious American short-seller Jim Chanos. Mr Chanos has inspired a wave of pessimism towards Fortescue based on the notion the company's finances are fragile should iron ore prices retreat below $US100 per tonne.
A similar iron ore price slide last October also came to a halt at $US116 per tonne, after which prices begin to pick up.