Die besten Gold-/Silberminen auf der Welt

jetzt geht es auch Gold an den Kragen. ;(  

nur nach-tarocken, das kann jeder.  

https://m.londonstockexchange.com/exchange/mobile/...il/14458340.html

 

Resolute Mining and Bellevue Gold are Canaccord Genuity’s top gold picks
Bellevue’s recent resource upgrade to 2.2 million ounces at 11.3g/t makes it a standout among pre-production peers.
Resolute Mining Limited - Resolute Mining and Bellevue Gold are Canaccord Genuity’s top gold picks
Resolute Mining offers attractive valuation upside with recent capital raising alleviating balance sheet concerns
US gold prices have climbed again today after surging more than 3% in the previous session as the US Federal Reserve cut interest rates to help soften the economic blow from the coronavirus outbreak.
Spot US$ gold prices rose 0.3% to $1,644.97 an ounce, having registered its biggest one-day percentage gain since 2016 in the previous session.
US gold futures climbed 0.2% to $1,646.80. The Fed cut interest rates in an emergency move to safeguard the world's largest economy from the impact of the coronavirus epidemic.
Canaccord Genuity recently published a report highlighting the recent rise in US$ gold prices and its impact on ASX listed mid- and small-cap gold producers and developers/explorers.
Resolute Mining Limited (ASX:RSG) is the top pick from small-cap producers while Bellevue Gold Ltd (ASX:BGL) is the top pick from developers/explorers.
Following is an extract from Canaccord Genuity’s report:
Go for gold
US$ gold prices at 6-year highs, while A$ gold at an all-time record: US$ gold prices have hit US$1,659/oz (at the time of writing), up 10% YTD, and at a level not seen since 2013. Similarly, A$ gold prices have also moved higher, up 15% YTD, trading at record highs of A$2,508/oz.
Supportive underlying macro compounded by safe-haven buying on coronavirus fears: Ongoing supportive macro factors for gold include huge amounts of negative-yielding debt, negative real rates, ongoing central bank easing, absence of inflation, and increased central bank buying. More recently, fears of the spread of the coronavirus beyond China have spurred a wave of safe-haven buying.
Gold equities - undervalued relative to gold price (and by historical standards?): Our gold producer coverage is trading at an avg implied gold price of US$1,334/oz, -9% vs spot. Similarly, the avg m/cap weighted P/NAV of our producer coverage is 0.82x, vs recent longer-run averages of +1x. Australian gold equities also look undervalued by historical standards, with the ASX Gold Index only now back to 2011 levels, despite A$ gold prices having increased by 101% over the same period. We advocate increasing exposure to gold equities as a hedge against current volatile market conditions.
Updated gold price/FX deck: Updated forward curve pricing assumptions for US$ gold see LT (2025) prices up by 9.6% to US$1,787/oz, with nearer-term (2020-2023) prices increasing by an avg of ~8.5%. Our LT AUD:USD assumptions have decreased by 3.7% to 0.669, resulting in a 14% increase to LT A$ gold prices to A$2,670/oz.
Rating & Target Price changes: Revisions to our gold/FX deck result in an average 20% increase to our mid- and small-cap producer target prices and a 24% increase for developers/explorers (see sidebar).
Rating changes include upgrades to BUY (from HOLD) for EVN, RRL, SAR and SLR.
Top pick - Mid-caps: SAR.ASX offers the best valuation upside in the immediate peer group (P/NAV 0.77x), in our view, supported by strong production growth potential (Super Pit) and 100% exposure to A$ gold prices.
Top pick - Small-caps: RSG.ASX offers attractive valuation upside (P/NAV 0.58x), in our opinion, with recent capital raising alleviating balance sheet concerns. Leverage to gold prices and operational turnaround at Syama delivering strong FCF expectations.
Top pick - Developers/Explorers: BGL.ASX's recent resource upgrade to 2.2Moz at 11.3g/t makes it a standout among pre-production peers. We see potential for further high-grade resource growth, and takeover appeal.
https://www.proactiveinvestors.com.au/companies/...-picks-914261.html  

trägt jetzt sein Gold und Silber zum EM- Händler und verkaufts ....

Aber gerade noch rechtzeitig verspätet vernünftig werdende Menschen hauen jetzt ihr (Papier)Gold raus.
(Papier)scheinbar macht das die Preise jetzt, ja. Am Wert änderts aber nix.
Eins ist sicher: SO werden die "Preise" auf Dauer nicht gemacht bleiben und gemacht werden können ...

Warum sehe ich nur heftigste Verfügbarkeitsverknappungen in den phys. EM- Märkten voraus ??

(Wollte nicht auch das noch als Prognose formulieren ....;-) ...)

So, geh jetzt Eis essen, Sonne und 17Grad ...man soll sichs Leben ja auch mal versüssen ab und an.  

mein Depot -15% das ist schon Armaggedon...

https://seekingalpha.com/news/...s-are-underperforming-gold-again-why
Gold miners have significantly underperformed gold in the last month. In the month up before today's market open, the largest gold ETF (NYSEARCA:GLD) is up 4.15%, but the ETFs containing gold mining stocks have fallen: GDX -11.34%, GDXJ -18.29%, RING -9.29%.

This is unusual. Gold mining stocks usually amplify the movements of the gold price, because their profits are highly leveraged to the gold price.

So why are investors bidding up the price of gold, but bidding down gold stocks? An SA user explains in a comment: "Gold miners are real companies with flesh and blood employees, while gold is just... well, GOLD. If the virus hits the miners and they can’t work, less gold is extracted, resulting in less revenue and a lower stock price—which we’re seeing now, possibly in anticipation of this scenario. But gold itself is impervious to coronavirus and should see price appreciation as the world economy tanks and the dollar depreciates as interest rates are cut."

The gold and silver mining stocks in the top 10 holdings of the ETFs are: Newmont Mining (NYSE:NEM), Agnico Eagle Mines (NYSE:AEM), Kinross Gold (NYSE:K), Kirkland Lake Gold (NYSE:KL), Gold Fields (NYSE:GFI), Franco-Nevada (NYSE:FNV), Wheaton Precious Metals (NYSE:WPM), Anglogold Ashanti (NYSE:AU), Royal Gold (NASDAQ:RGLD), Northern Star Resources (OTCPK:NESRF), Sibanye Stillwater (NYSE:SBSW), Pan American Silver (NASDAQ:PAAS), Evolution Mining (NYSE:EVN), B2Gold (NYSE:BTO), Saracen Mineral (NYSE:SAR), Buenaventura Mining (NYSE:BVN).
f investors sell gold mining ETFs and repurchase them at a later date, recent trends suggest that they will switch into the ETFs with the lowest expenses. Expense ratios for the mining ETFs are: GDX 0.53%, GDXJ 0.54%, RING 0.39%.

Dazu noch ein passender Kommentar
So, random comments on message boards are passed off as received wisdom by SA?
There is very little value lost by a gold miner if the gold stays in the ground for a few weeks while a virus passes through the workforce. Most miners have stockpiles. SEMFF has resumed gold production at Boungou even though a deadly terrorist attack forced the shutdown of the mine for a year. They have nine months of stockpiles. If a fraction of the workforce has the virus at any one time, I am sure the rest of the workforce will accept overtime hours. Almost none of the mining jobs involve working in close proximity to other miners.  

Armageddon

Es RIECHT förmlich nach der Kapitulation. Jetzt werden auch die Safe-Havens panisch verkauft... Liquidität ist gesucht, cash is king!

Vielleicht auch morgen noch ein schwarzer Freitag (Freitag der 13.), aber dann wird einmal Schluss sein, denke ich.

 

immer wieder mit seinem Armageddon .... ;-)
Grüßle.
 

bezogen..wann dann ...das ist der totale Ausverkauf ohne gegenwehr...  

https://finanzmarktwelt.de/...inanzsystem-politik-gluecksfall-160271/
https://finanzmarktwelt.de/...muss-radikal-neu-gedacht-werden-160222/

Du könntest recht haben mit dem bald fertig.  

https://www.youtube.com/watch?v=cJmJOE01ZJ4  

https://finanzmarktwelt.de/...usammen-mit-aktien-deleveraging-160348/  Von  Claudio Kummerfeld

Nomen est Ohmen  

Das war nicht adäquat was Frau Lagarde da gebracht hat. Wenn da nicht ganz schnell nachgebessert wird, bekommen wir allerschnellstens zur Wirtschaftskrise auch eine Bankenkrise. So wie die Politik uns darauf vorbereitet, dass alles in den nächsten Wochen noch schlimmer kommen wird, wird keine Ruhe einkehren. Und immer im Hinterkopf behalten: China war gestern, Europa ist heute, aber: USA ist morgen! Wir sind noch lange nicht durch.  

drauf.
 

https://www.youtube.com/watch?v=nCvUKvpiLg4  

Zum S&P:
The first point is that, compared to what came before it, this bearmarket has barely started yet, and it has much, much further to run in a decline that may take years to play out. The second point is that, on a short-term basis, it is record oversold by a country mile, making a near-term snapback rally a high probability soon, even if we see more downside first, which could of course be occasioned by the vaunted “stimulus package”.

und wenn man Charts von 1980 an für den  S&P bis heute anschaut, sieht man erst, wie überdimensioniert der upleg der letzten 11 Jahre war.
Der neue Bär-Markt findet erst eine echte Unterstützung zwischen 1600 und 1400 Punkten - da ist noch ne Weile hin!  

sehe ich den S&P bei exakt 575 Punkten.
NUr meine Meinung.  

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Silvercorp Provides Status Update On Operations

VANCOUVER, British Columbia – March 12, 2020 – Silvercorp Metals Inc. (“Silvercorp” or the “Company”) (TSX/NYSE American: SVM) is pleased to report that since mid-February its Ying and GC mines have ramped up operations with no reportable incidents, and in full compliance with government measures implemented to limit the potential transmission of COVID-19.

As of March 10, 2020, the Ying and GC mines had achieved 94% of planned mining and development stope production capacity.  The mills are operating, with an inventory of supplies exceeding one month of operation, and with the country’s industries back in operation, Silvercorp does not anticipate any shortages of supplies.  

The Chinese government has introduced measures to help enterprises affected by the extended shutdown, namely a 5% reduction in power prices and a waiver of social welfare fund contributions for five months.  Silvercorp continues to ramp up all aspects of its operations and remains focused on doing so in a responsible manner to ensure the health and safety of all staff.

About Silvercorp

Silvercorp is a profitable Canadian mining company producing silver, lead and zinc metals in concentrates from mines in China.  The Company’s goal is to continuously create healthy returns to shareholders through efficient management, organic growth and the acquisition of profitable projects.  Silvercorp balances profitability, social and environmental relationships, employees’ wellbeing, and sustainable development.  For more information, please visit our website at www.silvercorp.ca.

For further information

Lon Shaver
Vice President
Silvercorp Metals Inc.

Phone:  (604) 669-9397
Toll Free:  1(888) 224-1881
Email:  investor@silvercorp.ca  
Website:  www.silvercorp.ca

CAUTIONARY DISCLAIMER - FORWARD LOOKING STATEMENTS
Certain of the statements and information in this press release constitute “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 and “forward-looking information” within the meaning of applicable Canadian provincial securities laws. Any statements or information that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, assumptions or future events or performance (often, but not always, using words or phrases such as “expects”, “is expected”, “anticipates”, “believes”, “plans”, “projects”, “estimates”, “assumes”, “intends”, “strategies”, “targets”, “goals”, “forecasts”, “objectives”, “budgets”, “schedules”, “potential” or variations thereof or stating that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved, or the negative of any of these terms and similar expressions) are not statements of historical fact and may be forward-looking statements or information.  Forward-looking statements or information relate to, among other things: the price of silver and other metals; the accuracy of mineral resource and mineral reserve estimates at the Company’s material properties; the sufficiency of the Company’s capital to finance the Company’s operations; estimates of the Company’s revenues and capital expenditures; estimated production from the Company’s mines in the Ying Mining District; timing of receipt of permits and regulatory approvals; availability of funds from production to finance the Company’s operations; and access to and availability of funding for future construction, use of proceeds from any financing and development of the Company’s properties.
Forward-looking statements or information are subject to a variety of known and unknown risks, uncertainties and other factors that could cause actual events or results to differ from those reflected in the forward-looking statements or information, including, without limitation, risks relating to: fluctuating commodity prices; calculation of resources, reserves and mineralization and precious and base metal recovery; interpretations and assumptions of mineral resource and mineral reserve estimates; exploration and development programs; feasibility and engineering reports; permits and licenses; title to properties; property interests; joint venture partners; acquisition of commercially mineable mineral rights; financing; recent market events and conditions; economic factors affecting the Company; timing, estimated amount, capital and operating expenditures and economic returns of future production; integration of future acquisitions into the Company’s existing operations; competition; operations and political conditions; regulatory environment in China and Canada; environmental risks; foreign exchange rate fluctuations; insurance; risks and hazards of mining operations; key personnel; conflicts of interest; dependence on management; internal control over financial reporting as per the requirements of the Sarbanes-Oxley Act; and bringing actions and enforcing judgments under U.S. securities laws.
This list is not exhaustive of the factors that may affect any of the Company’s forward-looking statements or information.  Forward-looking statements or information are statements about the future and are inherently uncertain, and actual achievements of the Company or other future events or conditions may differ materially from those reflected in the forward-looking statements or information due to a variety of risks, uncertainties and other factors, including, without limitation, those referred to in the Company’s Annual Information Form for the year ended March 31, 2019 under the heading “Risk Factors”.  Although the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, described or intended.  Accordingly, readers should not place undue reliance on forward-looking statements or information.
The Company’s forward-looking statements and information are based on the assumptions, beliefs, expectations and opinions of management as of the date of this press release, and other than as required by applicable securities laws, the Company does not assume any obligation to update forward-looking statements and information if circumstances or management’s assumptions, beliefs, expectations or opinions should change, or changes in any other events affecting such statements or information.  For the reasons set forth above, investors should not place undue reliance on forward-looking statements and information.

Copyright © 2020 Silvercorp Metals Inc., All rights reserved.





 

Arschbacken zusammen kneifen und rein
Der Markt wird mit Geld geflutet...  

Dauern im Schnitt 6 bis 24 Monate.
Ich habe heute im ölsektor erste Positionen aufgebaut (Total)

Teranga werde ich mir ebenfalls zurück kaufen, aberwitzig die Bewertung :)

Diese beiden Sektoren sind jetzt wirklich spannend  

Pumpt heute 500 Milliarden US Dollar in dem Repomarkt. Gold erholt sich stark! Die Aktien auch?  

und Teranga gab es heute um 14 Uhr schon für 3,20€ verrückt. Bin leider auf Arbeit war kurz davor oder Metalla für 3€ war auch kurzfristig.Der Dow & Gold steigen gerade etwas und die Minen verkleinern kontinuierlich ihr minus.Momentaufnahme!

das kann dauern. Gold ist schon unter Druck, aber Industriemetalle ...  

Das kann gut sein das es etwas zu früh ist...
Ich steige in 2 oder 3 tranchen ein...

Hatte leider auch nicht die Zeit bei 3.30 teranga einzusammeln... Aber wie du schon sagst... Momentaufnahme... Man muss jetzt nicht direkt in kaufpanik verfallen... Dann lieber bei Bildung eines Bodens die ersten Prozente liegen lassen