in ganz besonders charmanter Weise...
ganz kurz, es geht darum das es immer schwieriger wird Gold zu fördern da die alten Gruben immer weniger her geben. Auch wird auf politische Probleme hingewiesen, wie z.B. Sperrung von Kapital durch die Reg. von Uzbekistan. WIe das "dichtmachen" der Grube. Es müssen immer grössere Risiken eingegangen werden um Gold zu fördern.
Demensprechend wird auch das Potential enscheidend sein und hier kommt Silverado ins Spiel. Gewaltiges Potential ein komplette Infrastruktur und ein erfahrenes Management.
Zeit bullish zu sein.... ;)
Da diese Risiken aber in Ländern, wie den USA, Canada, Mexico u.a. nicht in dem Maase oder gar nicht bestehen werden minen in diesen Ländern immer wichtiger werden.
Newmont Mining Announcement Is Very Positive For the Juniors In Stable Places
2006-10-02
By Greg McCoach
DENVER, CO -- The announcement by Newmont Mining on Thursday that the company would be cutting its gold sales forecast through 2007 is a very bullish sign for the junior gold exploration business.
Newmont estimated equity gold sales between 5.6 million ounces and 5.8 million ounces in 2006, down from an earlier estimate of 5.9 million ounces to 6.2 million ounces.
The company also forecast equity gold sales between 5.2 million ounces and 5.6 million ounces for 2007, a significant drop from market expectations.
This decrease in production was cited because of older mines maturing and producing less, electrical shortages in Ghana, sale of a Canadian mine, and geopolitical concerns in countries where the company does business.
In Uzbekistan, Newmont has said government authorities were trying to seize part of its Zarafshan-Newmont joint venture.
Newmont said the Uzbekistan Government has frozen its bank accounts and blocked shipments from its mine. Newmont CEO, Wayne Murdy said, "the dispute will be handled through international arbitration". In the meantime, however the gold production from that mine will not be coming to market.
In the past decade, in order to keep up with production and demand, the majors have had to accept political risk to get at the properties that contain enough gold for their operations and goals.
As they have taken this approach, the majors have had to deal with more and more legal and geopolitical problems as they do business in these far away places.
As we can see from the Newmont announcement, this is affecting their ability to deliver ounces to market. I believe this will heighten the need to find ounces closer to home in areas that don't represent so much risk. The juniors that have properties in politically acceptable places are well poised to be the big winners.
What this announcement means to me is that any junior that can find significant ounces of gold in a stable country like, the United States, Canada, Mexico, Chile, will be an immediate take over target by a major.
All of the majors are simply in a situation where they need to bring on new ounces of gold and soon. Since they are not making these discoveries themselves, they have to turn to the juniors for these new discoveries.
Typically, the juniors make the discoveries because the talented people who know how to find large economic deposits of gold want to work for themselves instead of a major.
The reason for that is simple, if a geologist working for a junior makes a discovery, the payoff can be in the millions or even tens of millions, while an exploration geologist working for a major that makes a discovery gets a pat on the back, and maybe a new office with a window!
The junior companies with projects in the safer geopolitical locations around the world stand to do best in my opinion. Right now there are many good juniors that offer screaming value to investors if they know what to look for.
Right now there are many well-funded juniors, that are staffed by some of the best exploration talent in the industry who control the most prospective properties. These projects are being advanced at a pace that has never before been seen.
The supply/demand fundamentals, along with many other positive factors for gold, are all pointing to higher prices. I remain confident that gold prices will be reaching for new highs before the end of the year, and that the mining companies will follow gold's lead.
Now is time to be adding to existing positions or getting new positions in the junior gold companies that represent real value. The rewards for the junior companies who can prove up new ounces will be spectacular as the majors come in with their take-over bids.
And the bidding may get quite high as competing majors are forced to acquire these projects. In my opinion, from what I have just read in the Newmont announcement, that day is coming very soon!
GEE, DOES'NT SILVERADO MINE IN A STABLE COUNTRY,UH MAYBE NOT.
BUY BUY SHORTS TIC
OH YEA NO GOLD I FORGOT SORRY MY BAD
Zurück
