Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2360)
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| Titel | letzter Beitrag | Aufrufe |
|---|---|---|
| heute 00:10 | 592 | |
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Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
|---|---|---|---|---|---|---|---|
| 1. | 1. | 18.659,00 | -0,43 | 88 | |||
| 2. | 2. | 10,330 | +0,19 | 68 | |||
| 3. | 3. | 9,5175 | -0,13 | 60 | |||
| 4. | 4. | 180,11 | -3,48 | 56 | |||
| 5. | 5. | 6,3590 | -0,61 | 52 | |||
| 6. | 7. | 102,30 | +11,11 | 48 | |||
| 7. | 6. | 15,700 | +5,30 | 48 | |||
| 8. | 8. | 2.373,44 | -0,22 | 37 |
Beitrag zu dieser Diskussion schreiben
FeedbackZitat von recession: Ich habe noch 4 Monate Zeit zum Kauf, weil ich denke wir sind nur in der Mitte von Korrektion in Rohstoffaktien. Keine Eile ueberhaupt etwas zu kaufen. Bin, so wie Stupidgame erwaehnt hat, auch ich skeptisch zum Gesamtmarkt.
recession,
was denkst Du? Einstieg für den gesamten Rohstoff-Sektor erst in 4 Monaten = August 2012?
Was hältst du von der Alternative: "buy in May and stay"?
Wobei "May" auch Ende Mai, also um den 30.05.12 sein kann.
Zitat von recession: JKX Oil & Gas Plc geht auch weiter nach unten. Dort werde ich vielleicht nur @120 einsteigen. Das selbe fuer Nevsun - das Ziel unter 3 CAD bleibt. Avion leider wie befurchtet geht weiter unter 0.8 CAD Marke.
120p für JKX Oil scheinen perfekt zu sein.
Schau Dir mal den 5-Jahres-Chart an:
Antwort auf Beitrag Nr.: 43.076.931 von tommy-hl am 23.04.12 18:29:45Gibt mir zu denken, weil ich z.B. in Atlas Iron Limited (ASX: AGO) investiert bin.
Zitat von zertol: African iron ore to crunch prices: report
Peter Cai, Peter Ker
April 23, 2012,
http://www.smh.com.au/business/african-iron-ore-to-crunch-pr…
zertol,
danke für den Beitrag. Die in dem Report genannten Fe-Preise sind ganz schön hart ...
Trading Spotlight
Antwort auf Beitrag Nr.: 43.055.287 von tommy-hl am 18.04.12 15:22:28African iron ore to crunch prices: report
Peter Cai, Peter Ker
April 23, 2012,
http://www.smh.com.au/business/african-iron-ore-to-crunch-pr…
Peter Cai, Peter Ker
April 23, 2012,
http://www.smh.com.au/business/african-iron-ore-to-crunch-pr…
Antwort auf Beitrag Nr.: 43.076.551 von recession am 23.04.12 17:20:23Wie seht ihr ALLANA POTASH? waere dieses jahr zu 0.2 CAD auch interesant.
Antwort auf Beitrag Nr.: 43.076.419 von tommy-hl am 23.04.12 16:57:59Warte auch auf Einstieg in Northland aber niedriger als 5.5 NOK. Ich habe noch 4 Monate Zeit zum Kauf, weil ich denke wir sind nur in der Mitte von Korrektion in Rohstoffaktien. Keine Eile ueberhaupt etwas zu kaufen. Bin, so wie Stupidgame erwaehnt hat, auch ich skeptisch zum Gesamtmarkt. JKX Oil & Gas Plc geht auch weiter nach unten. Dort werde ich vielleicht nur @120 einsteigen. Das selbe fuer Nevsun - das Ziel unter 3 CAD bleibt. Avion leider wie befurchtet geht weiter unter 0.8 CAD Marke.
Northland Res. steht jetzt direkt an der 6,00 NOK-Marke.
Ein Ansteuern des Tiefs bei 5,50 NOK scheint wahrscheinlich und wäre meine Ziel-Kaufzone für eine 1. Tranche (nicht gleich das ganze Pulver auf einmal verschießen).
Natürlich besteht das Risiko, dass die 5,50 nicht halten! M. E. ist jedoch das Abwärtsrisiko geringer als die Aufwärtschance auf Sicht von 1-2 Jahren. Natürlich nur meine subjektive Meinung ...
Mein Dank gilt Vermutung ....
Ein Ansteuern des Tiefs bei 5,50 NOK scheint wahrscheinlich und wäre meine Ziel-Kaufzone für eine 1. Tranche (nicht gleich das ganze Pulver auf einmal verschießen).
Natürlich besteht das Risiko, dass die 5,50 nicht halten! M. E. ist jedoch das Abwärtsrisiko geringer als die Aufwärtschance auf Sicht von 1-2 Jahren. Natürlich nur meine subjektive Meinung ...
Mein Dank gilt Vermutung ....
Kann es sich auf den Goldpreis positiv auswirken, wenn Iran aufgrund der Sanktionen für die Lieferungen von Öl statt Geld-Zahlungen durch Naturalien, wie z. B. Konsumprodukte, Weizen und Gold bezahlt wird?
Der Autor geht in seinem Beitrag unten davon aus, dass ein Teil der Öllieferungen z. b. von China in Gold gezahlt wird.
Vielleicht entsteht folgende Kette: China importiert in noch größeren Mengen, als bisher, Gold. Und nimmt einen Teil dieses Goldes um den Iran für die Öllieferungen zu bezahlen. Demnach müsste die Nachfrage nach Gold steigen, was sich auf den Goldpreis auswirken dürfte. Klingt das plausibel?
Die Unbekannte in dieser "Kette" ist: Was macht der Iran mit dem Gold?
Meinungen zu diesem Thema?
-----------------------------------------------------------------------------------
by Gordon G. Chang on forbes.com - 4/22/2012 @ 5:05PM |6,459 views
The Best Reason in the World to Buy Gold
Beijing is planning to avoid U.S. financial sanctions on Iran by paying for oil with gold. China’s imports of the metal are already large, and you can guess what additional purchases are going to do to prices.
On the last day of 2011, President Obama signed the National Defense Authorization Act for Fiscal Year 2012. The NDAA, as it is called, attempts to reduce Iran’s revenue from the sale of petroleum by imposing sanctions on foreign financial institutions conducting transactions with Iranian financial institutions in connection with those sales. This provision, which essentially cuts off sanctioned institutions from the U.S. financial system, takes effect on June 28.
The NDAA gives the president the power to waive the sanctions depending on the availability and price of supplies from non-Iranian sources. He can also exempt financial institutions from countries that have significantly cut back purchases of Iranian petroleum. Last month, the State Department announced waivers for Japan and ten European countries. China, which has received American waivers in the past under other Iran legislation, is now Tehran’s largest oil customer and investor as well as its largest trading partner. Given the new mood in Washington, Beijing cannot count on getting more exceptions in the future.
As the Wall Street Journal noted in early January, the sanctions are “an attempt to force other countries to choose between buying oil from Iran or being blocked from any dealings with the U.S. economy.” The strict measures put Chinese officials in a bind. They apparently believe their geopolitical interests align with those of Tehran, but their economy is becoming increasingly reliant on America’s.
So how can Beijing keep both Iran’s ayatollahs and President Obama happy at the same time? Simple, the Chinese can avoid the U.S. sanctions through barter. China has already been trading its produce for Iran’s petroleum, but there is only so much gai lan and bok choy the Iranians can eat. That’s why Iran is also accepting, among other goods, Chinese washing machines, refrigerators, toys, clothes, cosmetics, and toiletries.
The barter trade works, but Iran needs cash too. As it is being cut off from the global financial system, the next best thing is gold. So we should not be surprised that in late February the Iranian central bank said it would accept that metal as payment for oil. Last year, China imported $21.7 billion in Iranian oil and exported $14.8 billion in goods and services. As the NDAA goes into effect, look for Beijing to ship gold to Iran to make up the difference.
Gold bugs, however, shouldn’t get too happy about Iran’s plight. There are five principal factors that will depress anticipated demand for gold used to buy Iranian oil. First, other countries will also be bartering agricultural and manufactured goods. Russia and Pakistan, for instance, will undoubtedly continue wheat-for-petroleum arrangements.
Second, Tehran, out of apparent desperation, in February said it would also accept local currencies, thereby avoiding the U.S. financial system. As a result, the Indians announced in January that they would not request a waiver from the Obama administration, and they began opening rupee accounts to pay for as much as 45% of their oil purchases with their currency. In 2011, India exported only $2.7 billion to Iran while buying $9.5 billion in oil. Similarly, the Chinese, smelling blood in the water, will surely press the Iranians to accept the non-convertible renminbi.
Third, the result of sanctions is that Iran’s oil exports could be cut by as much as 700,000 barrels a day. China, for instance, is increasing its oil purchases from Saudi Arabia, its largest foreign supplier. The Chinese are also buying more from the Persian Gulf emirates as well as Vietnam, Russia, and Africa. Of course, every drop of other crude decreases China’s demand for Iran’s.
Fourth, China and other countries are taking advantage of Iran’s plight by negotiating large price reductions.
Fifth, if the Iranians are willing to accept wheat and non-tradable currencies in payment for oil, there is nothing to say they won’t start agreeing to silver too.
But nothing shines like gold. And there is one other reason to be bullish on the yellow metal. “This isn’t the end of the road,” noted an unnamed senior administration official to the Wall Street Journal days after the enactment of the NDAA. “There are many other sanctions we can put in place and that our multilateral partners around the world can put in place and will be.” As Washington tightens financial measures against Iran, the mullahs will have less access to hard currency and therefore more need for gold.
Unless, of course, they want to accumulate more Chinese washing machines
Der Autor geht in seinem Beitrag unten davon aus, dass ein Teil der Öllieferungen z. b. von China in Gold gezahlt wird.
Vielleicht entsteht folgende Kette: China importiert in noch größeren Mengen, als bisher, Gold. Und nimmt einen Teil dieses Goldes um den Iran für die Öllieferungen zu bezahlen. Demnach müsste die Nachfrage nach Gold steigen, was sich auf den Goldpreis auswirken dürfte. Klingt das plausibel?
Die Unbekannte in dieser "Kette" ist: Was macht der Iran mit dem Gold?
Meinungen zu diesem Thema?
-----------------------------------------------------------------------------------
by Gordon G. Chang on forbes.com - 4/22/2012 @ 5:05PM |6,459 views
The Best Reason in the World to Buy Gold
Beijing is planning to avoid U.S. financial sanctions on Iran by paying for oil with gold. China’s imports of the metal are already large, and you can guess what additional purchases are going to do to prices.
On the last day of 2011, President Obama signed the National Defense Authorization Act for Fiscal Year 2012. The NDAA, as it is called, attempts to reduce Iran’s revenue from the sale of petroleum by imposing sanctions on foreign financial institutions conducting transactions with Iranian financial institutions in connection with those sales. This provision, which essentially cuts off sanctioned institutions from the U.S. financial system, takes effect on June 28.
The NDAA gives the president the power to waive the sanctions depending on the availability and price of supplies from non-Iranian sources. He can also exempt financial institutions from countries that have significantly cut back purchases of Iranian petroleum. Last month, the State Department announced waivers for Japan and ten European countries. China, which has received American waivers in the past under other Iran legislation, is now Tehran’s largest oil customer and investor as well as its largest trading partner. Given the new mood in Washington, Beijing cannot count on getting more exceptions in the future.
As the Wall Street Journal noted in early January, the sanctions are “an attempt to force other countries to choose between buying oil from Iran or being blocked from any dealings with the U.S. economy.” The strict measures put Chinese officials in a bind. They apparently believe their geopolitical interests align with those of Tehran, but their economy is becoming increasingly reliant on America’s.
So how can Beijing keep both Iran’s ayatollahs and President Obama happy at the same time? Simple, the Chinese can avoid the U.S. sanctions through barter. China has already been trading its produce for Iran’s petroleum, but there is only so much gai lan and bok choy the Iranians can eat. That’s why Iran is also accepting, among other goods, Chinese washing machines, refrigerators, toys, clothes, cosmetics, and toiletries.
The barter trade works, but Iran needs cash too. As it is being cut off from the global financial system, the next best thing is gold. So we should not be surprised that in late February the Iranian central bank said it would accept that metal as payment for oil. Last year, China imported $21.7 billion in Iranian oil and exported $14.8 billion in goods and services. As the NDAA goes into effect, look for Beijing to ship gold to Iran to make up the difference.
Gold bugs, however, shouldn’t get too happy about Iran’s plight. There are five principal factors that will depress anticipated demand for gold used to buy Iranian oil. First, other countries will also be bartering agricultural and manufactured goods. Russia and Pakistan, for instance, will undoubtedly continue wheat-for-petroleum arrangements.
Second, Tehran, out of apparent desperation, in February said it would also accept local currencies, thereby avoiding the U.S. financial system. As a result, the Indians announced in January that they would not request a waiver from the Obama administration, and they began opening rupee accounts to pay for as much as 45% of their oil purchases with their currency. In 2011, India exported only $2.7 billion to Iran while buying $9.5 billion in oil. Similarly, the Chinese, smelling blood in the water, will surely press the Iranians to accept the non-convertible renminbi.
Third, the result of sanctions is that Iran’s oil exports could be cut by as much as 700,000 barrels a day. China, for instance, is increasing its oil purchases from Saudi Arabia, its largest foreign supplier. The Chinese are also buying more from the Persian Gulf emirates as well as Vietnam, Russia, and Africa. Of course, every drop of other crude decreases China’s demand for Iran’s.
Fourth, China and other countries are taking advantage of Iran’s plight by negotiating large price reductions.
Fifth, if the Iranians are willing to accept wheat and non-tradable currencies in payment for oil, there is nothing to say they won’t start agreeing to silver too.
But nothing shines like gold. And there is one other reason to be bullish on the yellow metal. “This isn’t the end of the road,” noted an unnamed senior administration official to the Wall Street Journal days after the enactment of the NDAA. “There are many other sanctions we can put in place and that our multilateral partners around the world can put in place and will be.” As Washington tightens financial measures against Iran, the mullahs will have less access to hard currency and therefore more need for gold.
Unless, of course, they want to accumulate more Chinese washing machines
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