Ist Gold ein Investment wert? - 500 Beiträge pro Seite

[Schullei2004]

Würdet Ihr mir zur Zeit ein Investment in Gold-Aktien empfehlen ? Und wenn welche?
Ich bedanke mich für jeden fundamentalen Beitrag.

[Neono]

Ein aktueller Artikel aus der "Globe and Mail" dazu.

Gold seen soaring to more than $1,000 an ounce by end of decade

Strategist even more upbeat on silver

By ALLAN ROBINSON
INVESTMENT REPORTER
Wednesday, May 26, 2004 - Page B14

TORONTO -- The price of gold could soar to more than $1,000 (U.S.) an ounce by the end of the decade, John Embry, chief investment strategist and portfolio manager at Sprott Asset Management Inc., told analysts yesterday.

The bullish forecast made at a Toronto Society of Financial Analysts meeting in Toronto came as bullion has slumped to $388.30 an ounce from more than $426 early this year.

The growing deficits in the United States will eventually result in the creditor nations deciding that they no longer want to hold U.S. dollars, Mr. Embry said. "When that day comes, the U.S. dollar is going to come under incredible downside pressure," he said. "The U.S. debt situation is unprecedented for a mature nation." By the end of this year, Mr. Embry expects gold to reach $500 an ounce.

David Chapman, a technical analyst at Union Securities Ltd., also thinks gold is headed for $500 an ounce. "I believe it could still get there this year despite the pullback," he told the analysts.

But he is even more positive on silver. "Hold on to the silver group, it is going to double a long time before gold does," he said.

The rise in interest rates should not hurt gold stocks as long as the increases in rates are below the rate of inflation, Mr. Embry said in an interview following his speech to the analysts. If the rate-setting body of the U.S. Federal Reserve Board were to hike rates aggressively ahead of inflation there would be a short-term downside risk to gold, he said.

Mr. Embry also doubts that rising interest rates will result in more gold hedging activities by mining companies or investment funds. Short-term rates have not risen high enough to result in more hedging and gold producers are not likely to hedge gold in a bull market environment, he said.

In the past, mining companies have used low gold-lease rates to sell gold forward in order to raise money to finance the construction of new gold mines.

The efforts by other countries around the world to keep their currencies below that of the U.S. dollar for competitive reasons will lead to a massive debasement of money, Mr. Embry told analysts. "Gold will ultimately rise sharply against all major currencies, which will be declining in a climate of competitive devaluations in beggar-thy-neighbour policies," he said.

Mr. Embry thinks that central bank selling of bullion is coming to an end and that the lack of new mining projects on the drawing boards will offset any reduction in jewellery demand because of a slowdown in the world`s economies. "There are very few projects out there ready to go right now."

In addition, the capital cost of new mining projects is soaring and the mines currently in operation are extracting lower grades of ore than they have in the past when the richest zones were mined when bullion prices were low, Mr. Embry said. Some mines are coming to the end of their mine life, he said.

Ich empfehle dir International Minerals. gibt auch einen Thread von mir dazu! Steigt der Goldpreis wird IMZ mit seinen 8,5mio Unzen überproportional davon profitieren! Haben heute übrigens tolle Bohrergebnisse von einer Machbarkeitsstudie veröffentlicht ---> +3,19%

Neono

[TeamFrau]

nein

[lala9]

meiner ansicht nach sind auf sicht 12/04 und danach kurse unter 400 absolute kaufpreise!

interessant dabei calls mit basis zwischen 420 bis 450 und einer laufzeit bis mitte ende 2005! ausgewogenes chance / risiko verhältnis!

[Imoen]

@lala

Calls mit der Laufzeit würde ich nicht nehmen, wir sind in einer Zinserhöhungsphase und da kann der Dollar und somit Gold noch ganz schön rumzicken.

Die stärksten Zinserhöhungen dürften nach der wahl in Amiland kommen.

Besser wäre ein open end Turbozerti, da rennt dir die zeit nicht weg und die Basis kann man ja recht tief legen und somit das Risiko deutlich eingrenzen.

[GNawracala]

oder nen kleinen Goldexplorer? schau mal hier:

Thread: Argentex Mining Corp. - STRONG BUY !!!

[superman6]

Harmony, Avgold, Gold Fields,
als Turbo Drooy

sind empfehlenswert.

Gold ist jederzeit ein Investment wert.

[big_mac]

zu denen von #7 noch newmont