Die besten Gold-/Silberminen auf der Welt

https://www.resource-capital.ch/de/reports/...ery-metals-report-2020/
https://www.resource-capital.ch/de/reports/...edelmetall-report-2020/
 

https://seekingalpha.com/pr/...ts-for-quarter-ending-december-31-2019  

Kansas City Chiefs, winner 2020 spielt in der American Football Conference (AFC)
kommt der Sieger aus der AFC, geht dies fast immer mit fallenden Kursen am Aktienmarkt einher.

So weit so lustig und (un-)zutreffend.  

Sven Heinrich
https://northmantrader.com/2020/02/03/addicts/
Südafrika und die Probleme
https://www.mining.com/web/...-ak-47s-to-outgun-south-african-police/
Centerra geht up
https://www.mining.com/...pours-first-gold-at-oksut-mine-stock-jumps/
Why the Fed would do this is anyone’s guess. Technically it is engaged in a $60 billion per month QE program. And between this and its various repo programs, its balance sheet had been expanding by $100 billion per month from September up until December of last year.
https://www.zerohedge.com/news/2020-02-03/...entionally-crash-markets
Markit's Manufacturing PMI beat expectations, printing 51.9 vs 51.7 exp, but fell to 3-month lows.
ISM's Manufacturing survey smashed expectations, surging back into expansion at 50.9 - highest in 6 months.
Under the hood, PMI was broadly positive...
Production rose to 54.3 vs 44.8; highest index since April
New orders rose to 52 vs 47.6; best measure since May
Employment rose to 46.6 vs 45.2
Supplier deliveries fell to 52.9 vs 54.6
Inventories fell to 48.8 vs 49.2
Customer inventories rose to 43.8 vs 41.1
Prices paid rose to 53.3 vs 51.7
Backlog of orders rose to 45.7 vs 43.3
New export orders rose to 53.3 vs 47.3
https://www.zerohedge.com/economics/...-6-month-highs-or-3-month-lows
Es geht in der aktuellen Situation weiter nach oben. Rezession sieht bei mir anders aus und das trotz der ganzen Krise.  Bin mal gespannt wie weit es bei Gold jetzt runter gehen wird ? Dementsprechend sollte es stabil bei Palladium und Rhodium zugehen.  

Deal Date: Monday, February 03, 2020
Delivery Date: Monday, February 03, 2020
Maturity Date: Tuesday, February 04, 2020
Type of Operation: Repo
Auction Method: Multiple Price
Settlement: Same Day
Term of Operation - Calendar Days : 1 Day
Term of Operation - Business Days : 1 Day
Operation Close Time: 08:30 AM

Results Amount ($B) Rate (%)
Collateral Type  Submitted Accepted Stop-Out1 Weighted
Average2 High   Low  
Treasury 38.300 38.300 1.60 1.600 1.60 1.60
Agency .000 .000 N/A N/A N/A N/A
Mortgage-backed 21.550 21.550 1.60 1.600 1.60 1.60
Total 59.850 59.850

 

The Fed chair Jerome Powell was asked about this at his post-FOMC-meeting press conference on September 18th. On money-market problems, he replied “we have the tools to address those pressures. We will not hesitate to use them.” One of those tools is quantitative easing, the Fed conjuring up new money out of thin air and using it to buy bonds. Fed officials euphemistically call this balance-sheet expansion.
On that same question Powell concluded, “we’re going to be assessing, you know, the question of when it will be appropriate to resume the organic growth of our balance sheet. And I’m sure we’ll be revisiting that question during this intermeeting period and certainly at our next meeting.” That was a big hint the first quantitative-easing campaign since QE3 ended in October 2014 was moving towards the launchpad.
https://safehaven.com/investing/stocks/...The-Bears-Away-Forever.html

 

While Pure Gold Mining is undervalued and attempting to break out of a large base, I prefer to be buying stocks at support, and at least 30% below fair value. This bakes in a significant margin of safety, and allows me to buy from the lowest-risk entry point. Therefore, while Pure Gold Mining is undoubtedly a Hold here for investors, I am personally watching for a better entry, in the form of a 10% or larger pullback.
https://seekingalpha.com/article/...ins-attractive-after-this-advance  

Spot gold may seek a support at $1,573 per ounce, and then resume its uptrend, said Reuters technical analyst Wang Tao.
Speculators cut their bullish positions in COMEX gold contracts in the week to Jan. 28, data showed on Friday.
https://www.sprottmoney.com/Blog/...ina-measures-stronger-dollar.html  

https://www.blaschzokresearch.de/news-detail/...kt-analyse-zu-platin/  

Schnee von gestern.  

Beide Firmen kann man sich anschauen. Können in Zukunft noch interessant werden. Bewertung ist auch noch günstig.
https://www.investorideas.com/MSS/
Abacus Mining & Exploration ( TSX:AME.V ) is an exploration and mine development company with a 43-101 compliant positive preliminary economic assessment report (June 22, 2009) for its Ajax copper-gold project located 10 km southwest of Kamloops, British Columbia. Sensitivity analyses therein indicate a NPV of $1.46 billion discounted 8% over a 23 year mine life, with an IRR of 35.4%, cash costs of $0.90 per pound copper, and payback of 2.0 years using metal prices approximating US$3.00 per pound copper and US$1,000 per ounce gold. The Ajax extension remains open along strike and at depth. Mineral resources that are not mineral reserves do not have demonstrated economic viability.

Abcourt Mines ( TSX:ABI.V ; OTCPK:ABMBF ) is an exploration and development company with strategically located properties in northwestern Quebec, Canada. The Elder Mine with 43-101 gold resources, the Abcourt-Barvue Project with 43-101 silver-zinc ore reserves and resources and the Aldermac property with historical copper-zinc resources are all former producers. Abcourt is now focused on bringing the Elder and Abcourt-Barvue projects back into production with Elder as the first priority. At the same time the company is working on other projects (Aldermac, Jonpol and Vendome) to increase its mineral resources inventory. A 43-101 resource calculation was completed in July, 2009, for the Elder Mine. A positive 43-101 feasibility study was completed by GENIVAR in 2007 on the Abcourt-Barvue Project. In addition, mill equipment was purchased.  

habt Ihr gestern von mir hier schon lesen können.  

The “disaggregated” report shows that in the week to Jan. 28, money managers’ net-long position slipped to 219,938 futures contracts from 223,832 the week before. The decline was due to long liquidation, as the number of gross long positions fell by 4,010 and far outpaced a decline of 116 short positions (short covering).
https://www.kitco.com/news/2020-02-03/...ullish-gold-positioning.html
Bei diesen Silberpreisen ist kein großer Sprung für die meisten Silberminen gegeben
The average price forecast for gold in 2020 was $1,558.80 an ounce, which is 11.9% higher than the $1,392.60 actual average in 2019 but only modestly above the $1,554.20-per-ounce average for the first half of January.
Silver is seen averaging $18.21 in 2020, which is 12.4% above the 2019 actual average of $16.20. The metal averaged $18.08 an ounce in the first two weeks of January.
https://www.kitco.com/news/2020-02-03/...er-above-18-LBMA-survey.html  

heute und das verspätet meldet Dacian Gold die Zahlen.
Produktionsmenge schaut noch gut aus, AISC ist allerdings unterirdisch:

https://www.asx.com.au/asxpdf/20200203/pdf/44drtg0489msqj.pdf

Das Cash geht auch langsam aus, da extrem viel gehedged:

https://www.asx.com.au/asxpdf/20200203/pdf/44drtpql68s3bq.pdf

Und zu gut erletzt (schlechter) auch noch ein "trading halt" bis spätestens 24. Feb !!!.
Hier soll eine neue Res.-Abschätzung kommen, wahrscheinlich deutlich tiefer wie die aktuelle.
Spekuliert wird auch auf eine Kapitalerhöhung. Genaues weiß man nicht.

https://www.asx.com.au/asxpdf/20200203/pdf/44ds3cfcm2lf20.pdf

Große Klasse !!!  

Platin/Palladium Explorer aus Australien.
https://smallcaps.com.au/...parks-reef-platinum-group-metal-resource/
Eine ordentliche Resourcenschätzung
https://www.juniorminingnetwork.com/...rease-at-beartrack-arnett.html
Desweiteren finde ich Benchmark Metals sehr spannend. Lagerstätte hat angeblich Potential auf bis zu 5 Millionen Unzen. Bewertung noch niedrig.
Minen und Batterymetalle
https://www.mining.com/...eputation-crisis-says-anglo-american-boss/​
​Kanada und REE Metalle
https://www.mining.com/...ons-canadas-mining-sector-for-success-mac/​  

DAILY UPDATE (February 3rd to 5th) – Next Postings: Data Release (Feb 5th*), Commentary (Feb 4th/5th**) // FOMC-IMPAIRED ECONOMY CONTINUES TO UNFOLD - RECESSION SIGNALS REMAIN IN PLAY DESPITE A CONSENSUS GDP REPORT: Hit by Rate Hikes, Annual Full-Year 2019 Real GDP Growth of 2.33% Was at a Three-Year Low / Annualized Real Fourth-Quarter 2019 GDP Growth of 2.08% Appeared Overly Optimistic Against Underlying Hard Data / Full-Year 2019 Versus 2018 Construction Spending, and New Private New Residential Construction Spending, Declined Both Before and After Adjustment for Inflation / Full-Year 2019, Versus 2018 Real New Orders for Durable Goods Declined Both Before and After Considering Collapsing Commercial Aircraft Orders, as Did Year-to-Year and Quarter-to-Quarter New Orders for Fourth-Quarter 2019 / Fourth-Quarter Cass Freight Index Showed Its Worst Collapse in Annual Freight Activity Since the Great Recession // ON THE PLUS SIDE: In the Context of Nonsensical Monthly Volatility, December 2019 New-Home Sales Declined in the Month on Top of Three Months of Downside Revisions / More-Stable Existing-Home Sales Gained in the Month and Year-to-Year, With 2019 Sales Unchanged versus 2018  

gesperrten Info aus Indien zum Corona-Virus interessiert ist, ich habe sie gespeichert.  

gute Assays. Bohrprogramm wird jetzt noch folgen
https://www.proactiveinvestors.com.au/companies/...s-jump-912012.html  

Was war denn der Inhalt? Mit Indien und Corona habe ich noch nichts mitbekommen.

(Metalla und ELY rennen wie vom Teufel verfolgt... :) )  

ELY wurde gerade vom Handel ausgesetzt - und hat vorher 11,4 % Plus gemacht.

Da hat sicher jemand Geheimnisse ausgeplappert?! :D  

Die hatte ich auch auf den Schirm, mich aber gegen die Firma entschieden. Man wird leider nie nur gute Entscheidungen treffen, vor allem im Minen und Explorerbereich nicht. Sehr schwierig und ein wenig Glück gehört auch immer dazu.  

Vancouver, British Columbia--(Newsfile Corp. - February 3, 2020) -  Ely Gold Royalties Inc. (TSXV: ELY) (OTCQB: ELYGF) ("Ely Gold") or the ("Company") and its wholly owned subsidiary, Nevada Select Royalty, Inc ("Nevada Select") are pleased to announce that they have signed a binding term sheet (the "Agreement") for the purchase of seventy-five (75) patented mining claims from Cliff ZZ LLC, a Nevada limited liability company. ("Cliff ZZ"). The patented claims are located in Esmeralda and Nye Counties, Nevada and are known as the Tonopah Extension Claims ("Tonopah Extension"). Nevada Select currently holds 23 patented mining claims and 17 unpatented mining claims contiguous to the Tonopah Extension. Closing of the transaction is subject to TSXV approval and final due diligence by Ely Gold. Closing is expected on or about May 2, 2020.

The Tonopah District
The Tonopah District is an epithermal precious metal deposit of the quartz-adularia type. The quartz-adularia type may be divided into gold-rich and silver-rich subtypes. Tonopah Extension is a prominent example of the silver-rich subtype. Some silver-rich quartz-adularia type deposits have significant base metal content, but Tonopah is relatively base metal poor. The only larger deposit of this type known in the United States is the Comstock Lode, a relatively gold rich deposit, which has greater total production of both gold and silver than Tonopah. The Tonopah District has produced 174 million ounces of silver and 1.86 million ounces of gold.

The Agreement
Under the terms of the Agreement to acquire 100% of the Tonopah Extension, Nevada Select will pay Cliff ZZ $650,000 in cash and issue 600,000 Ely Gold share purchase warrants. Each warrant will be exercisable into one common share at $0.65 for a period of two years. The transaction is subject to TSXV approval and due diligence. Cliff ZZ will not retain any royalties after Closing.

Trey Wasser, President and CEO commented, "This transaction supports our business model of consolidating under-explored districts while generating royalty interests. We consider Tonopah to be one of the best districts in Nevada based on past production and exploration potential."  

Sollte der Kurs heute in den USA so bleiben wäre es ein neues 10 Jahreshoch. Ich bin mal gespannt. 2010 wird mir ein Höchstkurs von 0,56 us cents angezeigt. Heute auch vergleichsweise viel Volumen in USA und Kanada. Ist nicht immer ein gutes Zeichen.​  

ich hatte den Link heute morgen schon mal gepostet:
seekingalpha.com/article/4320846-precious-metals-royalty-and-streaming-companies-january-report?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha

jede Firma hat mal ein Tageshighlight. Aber Ely, Metalla und EMX versprechen für den Anleger derzeit wohl am meisten.

Zu EMX gibt es von Cambridgehouse ein Video:
https://www.youtube.com/watch?v=xObPkxhRm-M
und zu Metalla:
https://www.youtube.com/watch?v=zQ68QEkdILg  

scheinbar in Deutschland doch z.Zt. handelbar.
Ich hab's mal probiert meine Stücke in Deutschland abzustoßen und es hat funktioniert :).
Mal sehen was die Australier hier heute Nacht machen.
Nun such ich was Neues bei den EM's.
Die Auswahl ist ja schier grenzenlos.