Rohstoffjuniors: Langfristig vor Renaissance

Silbersektor Mexiko – Roundup

Die aktiven Silberproduzenten in Mexiko verkündeten in den letzten Wochen die Finanzergebnisse für das 1. Quartal 2013 und weitere Explorations- und Bohrergebnisse. Anhaltende Kostenanstiege und schwächere Silberpreise belasten..

Link: www.rohstoffenews.de/silbersektor-mexiko-roundup-3/

 

New Gold Agrees to Acquire Rainy River Resources Growing Gold Reserves by Over 40 Percent per Share

Growing Gold Reserves by Over 40 Percent per Share

Rainy River Res   3.67   0.97 

May 31, 2013 at 08:40:00 EST

 TORONTO, May 31, 2013 /CNW/ - New Gold Inc. ("New Gold") (TSX and NYSE MKT:NGD) and Rainy River Resources Ltd. ("Rainy River") (TSX:RR) today jointly announce that they have entered into a definitive acquisition agreement (the "Agreement"), whereby New Gold will offer to acquire all of the outstanding common shares of Rainy River through a friendly take-over bid. Under the terms of the Agreement, New Gold will offer, at the election of each holder of Rainy River common shares, 0.5 of a common share of New Gold or $3.83 in cash, in each case subject to pro ration (the "Offer"). The Offer represents a premium of 42% over the closing price of the Rainy River shares on the Toronto Stock Exchange on May 30, 2013, the last day of trading prior to announcement of the Offer, and a 67% premium to Rainy River's 20-day volume weighted average trading price. The maximum number of New Gold shares to be issued will be approximately 25.8 million and the maximum cash consideration will be approximately $198 million. The Offer values the fully-diluted in-the-money share capital of Rainy River, net of Rainy River's current cash balance, at approximately $310 million..

Link: www.vantagewire.ca/news/...eserves-over-40-percent-share-56610

 

Und ein weiterer Gold-Developer günstig von einem Großen weggekauft.. viele bleiben nicht mehr übrig..

 

World Gold Council: Indische Goldimporte dürften im zweiten Quartal um 200% steigen

Nach Ansicht des World Gold Council (WGC), dürften die indischen Goldeinfuhren im zweiten Quartal 2013 um 200% gegenüber dem Vorjahr steigen und damit ein Volumen von 300 bis 400 Tonne erreichen. Das wäre fast die Hälfte der Einfuhren des gesamten vergangenen Jahres..

miningscout.de/Kolumnen/...200_steigen/page_1/_76/__1879 

Monument Mining – Bereinigter Gewinn von 9,953 Mio. USD

Geschrieben von Björn Junker • 30. Mai 2013 • Druckversion 

Der kanadische Goldproduzent Monument Mining (WKN A0MSJR) hat vor Steuern und einmalig anfallen Bilanzposten in seinem dritten Geschäftsquartal einen Gewinn von 9,953 Mio. USD erzielt. Auf Grund der vorzeitigen Tilgung von  Wandelschuldverschreibungen und damit verbundenen Optionen, Abschreibungen und eines juristischen Vergleichs verbucht das Unternehmen allerdings einen Nettoverlust von 12,973 Mio. USD..

Link: www.goldinvest.de/index.php/...r-gewinn-von-9953-mio-usd-28726

Goldnachfrage aus Asien wird im zweiten Quartal Allzeithoch erreichen

Nach Aussage des World Gold Council, der Interessenvertretung der Branche, wird die Goldnachfrage aus Asien von April bis Juni ein noch nie zuvor gesehenes Niveau erreichen..

Link: www.goldinvest.de/index.php/...tal-allzeithoch-erreichen-28725

SGE: Ausgeliefertes Gold vs. globale Minenproduktion

rohstoffaktien.blogspot.de/2013/06/...nge-ausgeliefiertes.html

 

www.stockhouse.com/opinion/ticker-trax/may/...nt-for-investors

"..The industry body further said that the Indian mining policy should take a cue from the global best practises particularly around de-regulating the coal sector to allow private exploration and commercial mining.."  

www.coalguru.com/india/...eregulation_of_coal_sector_cii/10122

India tightens gold import rules further

Barring state-run firms from importing gold and making the metal less attractive as an inflation hedge also being considered..

Link: www.mining.com/india-tightens-gold-import-rules-further-59130/

Copper-SPX Disconnect

Friday May 31, 2013 14:33

Anybody halfway attuned to the markets knows that copper has been a 21st-century rock star. No longer just a boring industrial metal, copper is a flamboyant asset that has made fortunes for investors and speculators. It’s soared a staggering 662% from its 2001 low to 2011 high. And still today in the $3.25 region copper is nearly four-fold its 20-year pre-bull-market average.

Copper’s journey has of course played out under an umbrella of structurally strong fundamentals, but by no means has it been a lucid and linear trek. Copper is a commodity after all, and volatility comes with the territory. Over the last dozen years it’s seen wildly exuberant uplegs as well as crushing selloffs.

Driving copper’s interim movements are a confluence of fundamental, technical, and sentimental drivers. And provocatively one of the stickiest in recent years is the flagship S&P 500 stock index (SPX). As irrational as it sounds, there’s no denying the SPX’s influence on copper’s fortunes since early 2009..

Link: www.kitco.com/ind/Wright/2013-05-31-Copper-SPX-Disconnect.html

 

More bad news for Barrick: Pascua Lama production delayed deep into 2015 

www.mining.com/...ama-production-delayed-deep-into-2015-40007/

"..Barrick's Co-Chairman John Thornton said he is working quickly to address the concerns of the Chilean authorities, but the company also stated that it "will continue to evaluate all alternatives, in light of the uncertainties associated with the legal and regulatory actions, and the current commodity price environment.."

Three of Carlos Slim's mines shut down by labour conflict

Anthony Halley | June 3, 2013 

Billionaire Carlos Slim's Minera Frisco announced Monday the closing of three of its mines as a result of labour conflict, according to ABC news..

www.mining.com/...ms-mines-shut-down-by-labour-conflict-24395/

Grasberg, Indonesien: Größte Goldmine der Welt steht länger still

rohstoffaktien.blogspot.de/2013/06/...-grote-goldmine-der.html

www.stockhouse.com/columnists/2013/june/5/...mibia-rare-earths

www.vancouversun.com/touch/story.html?id=8446622

Indonesia orders Freeport to shut mine pending cave-in probe

By Ben Bland in Jakarta

The Indonesian government has ordered Freeport-McMoRan Copper & Gold, the US mining group, to halt production at its copper and gold mine in Papua province for three months while it completes an investigation into a fatal cave-in at an underground training centre..

www.ft.com/intl/cms/s/0/...cf7-00144feab7de.html#axzz2VLGfD900
 

Survey of mining executives reveals renewed pessimism in the sector

Cecilia Jamasmie | June 3, 2013 

A report released Monday by The Mining Recruitment Group Ltd, a Canadian executive search firm focused on the resource industry, shows that a mere 9% of the 210 company’s leaders surveyed is bullish on the year ahead..

www.mining.com/...veals-renewed-pessimism-in-the-sector-72523/

www.stockhouse.com/opinion/...s-crisis-of-confidence,-report-s

Globale Minen- und Rohstoffbranche: Vertrauenskrise hält an

rohstoffaktien.blogspot.de/2013/06/...und-rohstoffbranche.html

 

Global mining sector facing ‘crisis of confidence’: Hein Boegman - mining leader for Africa, PwC

HILTON TARRANT: The 10th edition of PwC’s Annual Global Mining Survey, entitled “Mine: A Confidence Crisis” came out today. It paints a bleak picture of a sector facing flat revenues, declining profits and share prices at their lowest levels in years and sometimes decades. 
   Hein Boegman is PwC’s mining leader for Africa. The survey uses financial information for the 2012 financial year. Hein, some of that stretched back into 2011 and, looking at the top 40 mining companies in the world, obviously that includes Anglo American and BHP Billiton. Of local interest, AngloGold Ashanti, Gold Fields and Impala Platinum are included in that sample of 40 companies.
   This report paints almost a complete loss of confidence in nearly every aspect of the mining sector.

HEIN BOEGMAN: Thank you first of all for the opportunity, Hilton. If we look back to 2005, when we spoke about the entering of the Dragon, the China interest into the mining industry, then the good times rolling up to 2008, when it got ugly and when “The going gets tough” was our title then, back to the boom and the rebound in the last two or three years, with this growing disconnect. And this year we call it a “confidence crisis” in that the market seems to be valuing companies at a particular level, whereas the industry seems to think that some of the good things that they are doing go unrewarded. And I think that is perhaps where this disconnect comes from..

[.......] ....

Link: http://www.moneyweb.co.za/moneyweb-safm-market-update/r-1295

 

de.advfn.com/...s=AMX:GDXJ&p=5&t=23&dm=0&vol=1