Ten Sixty Four ( Medusa Mining )--- Goldproduzent zu Niedrigkosten !!! (Seite 73)
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Letzter Kurs 27.02.23 Sydney
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,8250 | +25,00 | |
| 0,8906 | +20,35 | |
| 5,6500 | +12,55 | |
| 0,6650 | +9,02 | |
| 1,2500 | +8,70 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 97,50 | -9,13 | |
| 1,0780 | -9,41 | |
| 12,460 | -16,06 | |
| 0,6600 | -24,57 | |
| 46,98 | -97,98 |
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Der Kursrücksetzer von gestern wird sofort genutzt:
Plus 9% heute Morgen in LON
Ist schon erstaunlich, wie sich der Kurs immer wieder erholt.
Plus 9% heute Morgen in LON
Ist schon erstaunlich, wie sich der Kurs immer wieder erholt.
Interview mit Bob Moriarty zum Thema Antizyklisches Investieren, auch zum Thema Gold, Goldaktien und Silber.
Kleiner Auszug:
Frage: A lot of newsletter writers and analysts expect the market to have another major correction this spring. If our readers want to pick up some gold stocks, should they wait for this next market downturn?
BM: I don’t think so. Gold stocks are a very good buy now. If you look at the charts of the XAU or the XUI over gold, gold stocks are still extraordinarily cheap in terms of historical activity.
Frage: You had said the consensus on gold to be bullish is 80%, but we’re seeing a contraction. So is it contrarian to buy now? Shouldn’t we avoid it because everyone’s saying it’s bullish?
BM: Gold is always a good buy when people start talking about how low it’s going to go. But to an extent, buying now is a really good move because it’s an anti-dollar investment. I like corrections; I think corrections are wonderful.
Frage: How much correction would you expect to see in gold? (By the time this piece was posted, the gold correcting ended.)
BM: I don’t think you can put a number on it. But when people are talking about what a rotten investment gold is, that’s a good time to buy.
http://www.24hgold.com/english/news-gold-silver-bob-moriarty…
Kleiner Auszug:
Frage: A lot of newsletter writers and analysts expect the market to have another major correction this spring. If our readers want to pick up some gold stocks, should they wait for this next market downturn?
BM: I don’t think so. Gold stocks are a very good buy now. If you look at the charts of the XAU or the XUI over gold, gold stocks are still extraordinarily cheap in terms of historical activity.
Frage: You had said the consensus on gold to be bullish is 80%, but we’re seeing a contraction. So is it contrarian to buy now? Shouldn’t we avoid it because everyone’s saying it’s bullish?
BM: Gold is always a good buy when people start talking about how low it’s going to go. But to an extent, buying now is a really good move because it’s an anti-dollar investment. I like corrections; I think corrections are wonderful.
Frage: How much correction would you expect to see in gold? (By the time this piece was posted, the gold correcting ended.)
BM: I don’t think you can put a number on it. But when people are talking about what a rotten investment gold is, that’s a good time to buy.
http://www.24hgold.com/english/news-gold-silver-bob-moriarty…
Umfrage bei CEOs: Goldpreis im Sommer durch typisches saisonales Muster bei $ 750 und am Jahresende bei $ 1.100 - 1.500
CEO consensus: Gold to hit new highs in 2009
By Marc Davis, BNW Business News Wire - 20 Mar 2009
The economy and a global scramble for an investment lifeline should power gold prices higher later this year.
A continued global economic tsunami and the increasingly urgent scramble for an investment lifeline will combine to power gold prices ominously higher and into uncharted territory later this year. This is the consensus of opinion among the CEOs of a dozen emerging to mid-tier gold mining companies who were recently interviewed by BNW Business Newswire.
Gold will be trading in the $1,100 to $1,500 range by year’s end, they all agreed.
However, several of these captains of industry forewarned of a cyclical summer slump to as low as $750 an ounce. Among them is David Hall, CEO of Aurizon Mines Ltd. (TSX: ARZ) (NYSE Alternext: AZK), who suggests that gold’s normal cyclical “pullback” during summer months will probably be repeated this year. The likely continuation of a worldwide deflationary environment over the next several months will also contribute to keeping gold prices in check, Hall adds.
What nearly all of these pragmatic business leaders did agree upon was that the nearly $800 billion U.S. economic stimulus package will spark the onset of hyper inflation as early as this fall. And that will swiftly and unequivocally establish the $1,000 mark as gold’s next key support level, they say.
The one dissenting voice is Neil McMillan, CEO of Claude Resources Inc. (TSX: CRJ) (NYSE Alternext: CGR), who doesn’t believe that gold’s popularity is set to soar, along with consumer prices. Instead, he suggests that the “implosion of debt in the system” will continue to exert deflationary pressure on the economy well into 2010.
“Gold is the ultimate form of money that people trust the most. So, its current appeal is that it represents a flight to safety for investors,” he adds. “I think gold will still end up in the $1,200 to $1,500 range by year’s end. But it’s a fallacy that you need inflation for gold prices to perform well.”
However, gold’s future is not tied exclusively to the health of the economy. Another key value driver for gold prices is the continuation of a supply/demand imbalance, according to Bob Gallagher, CEO of New Gold Inc. (TSX: NGD) (NYSE Alternext: NGD). And his newly beefed-up company is moving aggressively to capitalize on the investment world’s glowing appetite for physical gold.
“Year-on-year gold production is decreasing globally. As gold mines age and get depleted, gold reserves are not being replaced. This situation is happening at a much greater rate than new ore bodies are being discovered and put into production,” he adds.
This scenario is a key reason why New Gold announced a $280 million merger with Western Goldfields Inc. earlier this month. Gallagher explains that the added cash flow from Western’s Mesquite gold mine will underwrite the cost of putting New Gold’s New Afton deposit in British Columbia into production. This should add a further 85,000 ounces of gold to New Gold’s expanding annual output. In the short term, the combined annual yield from the merger’s three existing mines is projected to be around 335,000 ounces in 2009.
Gallagher is gambling that there won’t be any significant retreat in gold prices this summer. He reasons that the unprecedented order of magnitude of the global economic crisis will continue to deflate stock prices this summer. He therefore doesn’t foresee any serious slackening in demand for gold, which offers a last vestige of hope for an otherwise gloomy investment public.
“Market sentiment suggests that other assets and other commodities aren’t going to perform anywhere near as well as gold. That’s why mints are struggling to keep up with the investment demand for gold,” he adds. “So we’ll see gold continue to gain momentum and stay above $1,000 by the year’s end.”
Other CEOs also share his optimism for bullion prices, especially since gold and silver are the only hard assets that haven’t been seriously debased by a global deflationary vortex.
They include Aurizon’s David Hall, who says that sophisticated investors are not only hoarding gold bullion; they are also increasingly betting big on emerging to mid-tier gold mining stocks. The attraction, he declares, is that gold producers “represent a flight to quality” in the form of “low balance sheet risk” and leveraged exposure to a rising tide market for the noble metal.
Heightened investment demand will help gold achieve an all-time high of $1,500 an ounce in 2010, he adds. Hall reasons that this will constitute the next psychologically important price threshold for the growing ranks of gold bugs who believe that the recession will continue to be painful and protracted.
Another key lever for gold prices is a likely end to the U.S. dollar’s strong rally of the past few months, according to Dale Ginn, CEO of one of North America’s fastest growing and lowest cost gold producers, San Gold Corporation (TSX.V: SGR).
“I think the U.S. dollar will weaken in response to America’s huge debt load and as a result of the Chinese and other major investors diversifying into other assets other than the greenback. Assets like oil and gold, and maybe even the Euro. All of this should help to push gold prices higher,” he adds.
“But if the U.S. dollar continues to strengthen in relation to the Canadian dollar, then San Gold gets more Canadian dollars for each ounce of gold that we sell. So we win either way.”
Indeed, Ginn believes that there are especially powerful dynamics converging to create a “very bullish” upside for gold in the coming months with the prospect of a $1,500 an ounce milestone being reached even before the year’s end.
CEO consensus: Gold to hit new highs in 2009
By Marc Davis, BNW Business News Wire - 20 Mar 2009
The economy and a global scramble for an investment lifeline should power gold prices higher later this year.
A continued global economic tsunami and the increasingly urgent scramble for an investment lifeline will combine to power gold prices ominously higher and into uncharted territory later this year. This is the consensus of opinion among the CEOs of a dozen emerging to mid-tier gold mining companies who were recently interviewed by BNW Business Newswire.
Gold will be trading in the $1,100 to $1,500 range by year’s end, they all agreed.
However, several of these captains of industry forewarned of a cyclical summer slump to as low as $750 an ounce. Among them is David Hall, CEO of Aurizon Mines Ltd. (TSX: ARZ) (NYSE Alternext: AZK), who suggests that gold’s normal cyclical “pullback” during summer months will probably be repeated this year. The likely continuation of a worldwide deflationary environment over the next several months will also contribute to keeping gold prices in check, Hall adds.
What nearly all of these pragmatic business leaders did agree upon was that the nearly $800 billion U.S. economic stimulus package will spark the onset of hyper inflation as early as this fall. And that will swiftly and unequivocally establish the $1,000 mark as gold’s next key support level, they say.
The one dissenting voice is Neil McMillan, CEO of Claude Resources Inc. (TSX: CRJ) (NYSE Alternext: CGR), who doesn’t believe that gold’s popularity is set to soar, along with consumer prices. Instead, he suggests that the “implosion of debt in the system” will continue to exert deflationary pressure on the economy well into 2010.
“Gold is the ultimate form of money that people trust the most. So, its current appeal is that it represents a flight to safety for investors,” he adds. “I think gold will still end up in the $1,200 to $1,500 range by year’s end. But it’s a fallacy that you need inflation for gold prices to perform well.”
However, gold’s future is not tied exclusively to the health of the economy. Another key value driver for gold prices is the continuation of a supply/demand imbalance, according to Bob Gallagher, CEO of New Gold Inc. (TSX: NGD) (NYSE Alternext: NGD). And his newly beefed-up company is moving aggressively to capitalize on the investment world’s glowing appetite for physical gold.
“Year-on-year gold production is decreasing globally. As gold mines age and get depleted, gold reserves are not being replaced. This situation is happening at a much greater rate than new ore bodies are being discovered and put into production,” he adds.
This scenario is a key reason why New Gold announced a $280 million merger with Western Goldfields Inc. earlier this month. Gallagher explains that the added cash flow from Western’s Mesquite gold mine will underwrite the cost of putting New Gold’s New Afton deposit in British Columbia into production. This should add a further 85,000 ounces of gold to New Gold’s expanding annual output. In the short term, the combined annual yield from the merger’s three existing mines is projected to be around 335,000 ounces in 2009.
Gallagher is gambling that there won’t be any significant retreat in gold prices this summer. He reasons that the unprecedented order of magnitude of the global economic crisis will continue to deflate stock prices this summer. He therefore doesn’t foresee any serious slackening in demand for gold, which offers a last vestige of hope for an otherwise gloomy investment public.
“Market sentiment suggests that other assets and other commodities aren’t going to perform anywhere near as well as gold. That’s why mints are struggling to keep up with the investment demand for gold,” he adds. “So we’ll see gold continue to gain momentum and stay above $1,000 by the year’s end.”
Other CEOs also share his optimism for bullion prices, especially since gold and silver are the only hard assets that haven’t been seriously debased by a global deflationary vortex.
They include Aurizon’s David Hall, who says that sophisticated investors are not only hoarding gold bullion; they are also increasingly betting big on emerging to mid-tier gold mining stocks. The attraction, he declares, is that gold producers “represent a flight to quality” in the form of “low balance sheet risk” and leveraged exposure to a rising tide market for the noble metal.
Heightened investment demand will help gold achieve an all-time high of $1,500 an ounce in 2010, he adds. Hall reasons that this will constitute the next psychologically important price threshold for the growing ranks of gold bugs who believe that the recession will continue to be painful and protracted.
Another key lever for gold prices is a likely end to the U.S. dollar’s strong rally of the past few months, according to Dale Ginn, CEO of one of North America’s fastest growing and lowest cost gold producers, San Gold Corporation (TSX.V: SGR).
“I think the U.S. dollar will weaken in response to America’s huge debt load and as a result of the Chinese and other major investors diversifying into other assets other than the greenback. Assets like oil and gold, and maybe even the Euro. All of this should help to push gold prices higher,” he adds.
“But if the U.S. dollar continues to strengthen in relation to the Canadian dollar, then San Gold gets more Canadian dollars for each ounce of gold that we sell. So we win either way.”
Indeed, Ginn believes that there are especially powerful dynamics converging to create a “very bullish” upside for gold in the coming months with the prospect of a $1,500 an ounce milestone being reached even before the year’s end.
Antwort auf Beitrag Nr.: 36.810.947 von aaahhh am 20.03.09 12:45:10Hallo aaahhh,
ja, wurde höchste Zeit ...
Ist schon ein Spitzenwert, die Medusa-Aktie. Aber die Aussichten in Bezug auf Produktionserhöhung bei gleichzeitiger Senkung der Kosten sind wirklich glänzend ...
Gruß
Tommy
ja, wurde höchste Zeit ...
Ist schon ein Spitzenwert, die Medusa-Aktie. Aber die Aussichten in Bezug auf Produktionserhöhung bei gleichzeitiger Senkung der Kosten sind wirklich glänzend ...
Gruß
Tommy
Antwort auf Beitrag Nr.: 36.758.798 von tommy-hl am 13.03.09 09:59:12War aberauch höchste Zeit, jetzt ist das
alte Kursziel schon Geschichte Bin echt gespannt
ob das weiter so geradlienig nach oben geht!
Bisher ein perfekter Wert!
Gruß aaahhh
alte Kursziel schon Geschichte
Bin echt gespanntob das weiter so geradlienig nach oben geht!
Bisher ein perfekter Wert!
Gruß aaahhh
Trading Spotlight
GOLD COULD RETRENCH BELOW $900/OZ
'Gold-en' times may endure as dark days loom over commodity markets
BMO's Bart Melek observes investors are migrating into cash, government paper and gold at the expense of industrial commodities and equities.
Author: Dorothy Kosich - Posted: Wednesday , 18 Mar 2009
While safe-haven buying has lifted gold to historic highs in recent weeks, BMO Capital Markets Global Commodity Strategist Bart Melek cautioned Tuesday that a correction may be coming before the rally resumes.
The picture is bleak as Melek warned "it looks quite probable that base metals and bulk commodities will be under siege for the first nine months of the year."
"With investors continuing to be quite risk averse through the worst of the recession (which is likely to stretch into Q4/09), base metals, bulks and mineral equities are expected to remain relatively lackluster-but ready to move to the upside," he added.
In his analysis, Melek observed that the $200 per ounce rally of gold to just over US$1,000/oz last month "suggests that the good times for gold may continue into 2009."
However, he warned, it may be choppy near term for gold, noting "there is a risk that prices may correct somewhat in the near term if there is a return to relative stability in the financial market, particularly the financial sector."
"Gold appears to have run ahead of its main drivers: the U.S. dollar is strengthening and disinflationary risks are growing in the short run. It is possible that gold will retrench materially below US$900/oz, before trending up toward US$1,000/oz later in 2009."
Despite Melek's prediction of "more dark days before commodity markets turn," he also forecasts a turnaround in commodity-based stock valuations and earnings multiples will accelerate "once markets start seeing better economic times and firmer commodity and gold prices. This is expected to occur sometime in the latter part of Q2/09."
"Investors should look for signs of an economic bottom, developments in seaborne trade and an end to downward price pressures as signals for better times to come for material-based equities," he advised. "Stocks on average tend to rebound well ahead of a real economic recovery and improvement in earnings."
Melek asserted the commodities correction seems overdone, and claimed the credit-lead commodity sell-off "has left metal prices too low." He suggested that the market for many bulk and metal commodities could operate in an "auction-pricing" mode again, as opposed to a "marginal cost" mode under a balanced situation if demand materially outpaces supply.
"It is easy to envision metal prices testing recent cyclical highs if supply growth is destroyed by the credit crisis and low prices," he predicted.
'Gold-en' times may endure as dark days loom over commodity markets
BMO's Bart Melek observes investors are migrating into cash, government paper and gold at the expense of industrial commodities and equities.
Author: Dorothy Kosich - Posted: Wednesday , 18 Mar 2009
While safe-haven buying has lifted gold to historic highs in recent weeks, BMO Capital Markets Global Commodity Strategist Bart Melek cautioned Tuesday that a correction may be coming before the rally resumes.
The picture is bleak as Melek warned "it looks quite probable that base metals and bulk commodities will be under siege for the first nine months of the year."
"With investors continuing to be quite risk averse through the worst of the recession (which is likely to stretch into Q4/09), base metals, bulks and mineral equities are expected to remain relatively lackluster-but ready to move to the upside," he added.
In his analysis, Melek observed that the $200 per ounce rally of gold to just over US$1,000/oz last month "suggests that the good times for gold may continue into 2009."
However, he warned, it may be choppy near term for gold, noting "there is a risk that prices may correct somewhat in the near term if there is a return to relative stability in the financial market, particularly the financial sector."
"Gold appears to have run ahead of its main drivers: the U.S. dollar is strengthening and disinflationary risks are growing in the short run. It is possible that gold will retrench materially below US$900/oz, before trending up toward US$1,000/oz later in 2009."
Despite Melek's prediction of "more dark days before commodity markets turn," he also forecasts a turnaround in commodity-based stock valuations and earnings multiples will accelerate "once markets start seeing better economic times and firmer commodity and gold prices. This is expected to occur sometime in the latter part of Q2/09."
"Investors should look for signs of an economic bottom, developments in seaborne trade and an end to downward price pressures as signals for better times to come for material-based equities," he advised. "Stocks on average tend to rebound well ahead of a real economic recovery and improvement in earnings."
Melek asserted the commodities correction seems overdone, and claimed the credit-lead commodity sell-off "has left metal prices too low." He suggested that the market for many bulk and metal commodities could operate in an "auction-pricing" mode again, as opposed to a "marginal cost" mode under a balanced situation if demand materially outpaces supply.
"It is easy to envision metal prices testing recent cyclical highs if supply growth is destroyed by the credit crisis and low prices," he predicted.
Auszug aus dem gestrigen Mailer:
Während Medusa im 3. Quartal 2008 ca. 7.000 Unzen Gold produziert hat, wurden im 4. Quartal bereits ca. 12.100 Unzen Gold aus dem Boden geholt. Die Produktionskosten betragen dabei äußerst niedrige 225 $/Unze Gold. So konnte Medusa bereits einen Gewinn von A$ 0,08 oder EUR 0,04 pro Aktie erwirtschaften. Dabei will das Management das Produktionsvolumen auch in den kommenden Monaten stetig steigern. Der im 2. Halbjahr erwirtschaftete Gewinn von EUR 0,04 würde auf Jahresbasis (ohne die geplante Produktionssteigerung) EUR 0,08 entsprechen. Beim aktuellen Aktienkurs von EUR 0,72 entspricht das einem KGV 9 für das Jahr 2008.
Die Produktion soll auf 60.000 Unzen Gold p. a. bis Ende 2009, und auf 100.000 Unzen Gold p. a. für das Jahr 2010 hochgefahren werden. Aufgrund der sinkenden Produktionskosten und der geplanten Produktionserweiterung erhöhen wir unser bisheriges Kursziel für 2010 von EUR 0,79 auf EUR 1,20. Medusa Mining bleibt damit eine der spannendsten Goldaktien.
Während Medusa im 3. Quartal 2008 ca. 7.000 Unzen Gold produziert hat, wurden im 4. Quartal bereits ca. 12.100 Unzen Gold aus dem Boden geholt. Die Produktionskosten betragen dabei äußerst niedrige 225 $/Unze Gold. So konnte Medusa bereits einen Gewinn von A$ 0,08 oder EUR 0,04 pro Aktie erwirtschaften. Dabei will das Management das Produktionsvolumen auch in den kommenden Monaten stetig steigern. Der im 2. Halbjahr erwirtschaftete Gewinn von EUR 0,04 würde auf Jahresbasis (ohne die geplante Produktionssteigerung) EUR 0,08 entsprechen. Beim aktuellen Aktienkurs von EUR 0,72 entspricht das einem KGV 9 für das Jahr 2008.
Die Produktion soll auf 60.000 Unzen Gold p. a. bis Ende 2009, und auf 100.000 Unzen Gold p. a. für das Jahr 2010 hochgefahren werden. Aufgrund der sinkenden Produktionskosten und der geplanten Produktionserweiterung erhöhen wir unser bisheriges Kursziel für 2010 von EUR 0,79 auf EUR 1,20. Medusa Mining bleibt damit eine der spannendsten Goldaktien.
Gold scheitert an 1.000 USD-Marke: Nachfrage zunächst gestillt
25.02.2009 | 10:00 Uhr | Rainer Hahn (EMFIS)
Der Goldpreis ist an der psychologisch wichtigen Marke von 1.000 US Dollar je Feinunze gescheitert. Gestern verzeichnete der Goldpreis den größten Tagesverlust seit sechs Wochen. Gold verlor 25,50 US Dollar oder 2,6 Prozent auf 969,50 US Dollar.
Vor allem von den Gold-ETFs kommt weniger Nachfrage. Die Investoren warten nach Meinung der Rohstoff-Strategen UBS die Hürde von 1.000 US Dollar ab. Dennoch sind sich Experten einig: Die Goldnachfrage wird in der aktuellen Finanz- und Wirtschaftskrise mittelfristig weiter zunehmen.
25.02.2009 | 10:00 Uhr | Rainer Hahn (EMFIS)
Der Goldpreis ist an der psychologisch wichtigen Marke von 1.000 US Dollar je Feinunze gescheitert. Gestern verzeichnete der Goldpreis den größten Tagesverlust seit sechs Wochen. Gold verlor 25,50 US Dollar oder 2,6 Prozent auf 969,50 US Dollar.
Vor allem von den Gold-ETFs kommt weniger Nachfrage. Die Investoren warten nach Meinung der Rohstoff-Strategen UBS die Hürde von 1.000 US Dollar ab. Dennoch sind sich Experten einig: Die Goldnachfrage wird in der aktuellen Finanz- und Wirtschaftskrise mittelfristig weiter zunehmen.
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