Goud en Zilvermijnen

[Leo3.14]

Ik volg normaal zilver niet zo, maar ben op zoek naar een of meerdere zilver mijnen.
Heeft iemand een lijstje of wat tips ?

Ik was van plan EDR.to te kopen net onder de 3.5$
Ik heb SSRI

[Gwyde]

TAHO heeft ook wel potentieel. Overigens is PAAS een goed alternatief voor SSRI: vooral minder volatiel over de lange termijn.
First Majestic (AG) heeft een mooi herstel achter de rug, maar dat vermindert wel het potentieel voor de toekomst.

[Dirkgold]

bedankt voor de zilver tips

[Gwyde]

Er is één ETF in zilvermijnen: Global-X Silver Miners ETF met ticker SIL.

De samenstelling van de portefeuille omvat 21 componenten. Enkele daarvan zijn geen zilvermijnen, bvb:
- SLW is een zilver streamer (sterk afhankelijk van de zilverprijs maar minder van de operationele prestatie van de mijnen waarmee er streaming overeenkomsten zijn)
- enkele refiners met mijnbouwbelangen: POLYMETAL INTERNATIONAL en INDUSTRIAS PENOLES
- MAG silver heeft een JV met Fresnillo (noteert in London) die doet denken aan streaming.

Samenstelling SIL is momenteel:

bron: http://www.globalxfunds.com/funds/sil/

Spreadsheet:
Global X Silver Miners ETF

Top 10 screendump:
Global X Silver Miners ETF
Top 10 Fund Holdings Data as of June/02/2016
% of Net Assets Name Market Price ($) Shares Held Market Value ($)
12.121 PAN AMERICAN SILVER CORP 14.22 2,333,435.00 33,181,445.70
11.964 SILVER WHEATON CORP 18.73 1,748,698.00 32,753,113.54
11.337 FRESNILLO PLC 15.08 2,057,755.00 31,035,324.83
11.01 TAHOE RESOURCES INC 12.02 2,506,931.00 30,140,162.92
5.479 FIRST MAJESTIC SILVER COR 10.46 1,434,096.00 14,999,012.98
5.273 POLYMETAL INTERNATIONAL P 12.02 1,200,921.00 14,434,438.57
5.215 HECLA MINING CO 3.96 3,604,931.00 14,275,526.76
5.175 INDUSTRIAS PENOLES CP 16.39 864,236.00 14,165,975.90
4.826 COEUR MINING INC 7.5 1,761,389.00 13,210,417.50
4.406 MAG SILVER CORP 12.36 975,958.00 12,062,840.88

[Leo3.14]

Als ik verkoop moest ik meestal gekocht hebben.

Is weeral van datte.

33 % speculatietaks op winst.
Intussen 6 verliezers op Dow short.
Daar moet ge geen speculatietaks op betalen natuurlijk.

KLOOTZAKKEN

Had NG deels verkocht < 3.59$.
Terug in vandaag.
Wel 25 % minder cash nu voor die NG.
GVD.

[cavajo]

Als ik verkoop moest ik meestal gekocht hebben.

Is weeral van datte.

33 % speculatietaks op winst.
Intussen 6 verliezers op Dow short.
Daar moet ge geen speculatietaks op betalen natuurlijk.

KLOOTZAKKEN

Had NG deels verkocht < 3.59$.
Terug in vandaag.
Wel 25 % minder cash nu voor die NG.
GVD.

Die speculatietaks is " echt om de klieders van te krijgen ".

Heb er dit jaar al een paar duizend euro aan opgeofferd.
Vandaag oa met deelse uitstap in Yamana.
Maar, wat betreft Red Eagle,...
- uitstappen wil of kan ik niet momenteel ( kost me anders duizenden ).
- stel dat het toch nog mis gaat ( Colombia is tenslotte ook Canada niet ), al je centjes eventueel kwijt.
- dit alles door de 6-maand en 33 % regel.


Cavajo

[doubleyou]

.
Ging die 33% meerwaarde - 6 maandsregel niet eind juni - begin juli geëvalueerd worden ?
De brokers schreeuwen toch dat hun aantal transacties/omzetten drastisch gedaald zijn sinds invoering maatregel.
Geen idee wat dit op inkomsten niveau van die andere belasting (beurstaks) voor de staat gewijzigd heeft.
Hoeveel minderinkomsten op beurstaks (=TOB) ?
Hoeveel nieuwe inkomsten door 33% - 6M regel ?

In ieder geval : het is een pure schande.
Kortetermijn winsten zo heavy belasten!
De staat snijdt in hun eigen vel. Ze weten het, maar toch doen ze door.
En voor minwaarde sluiten ze hun ogen & oren.
Ah ja, anders kunnen de meeste "beleggers" nog winsten realiseren.

Gingen sommige brokers of bv. BinckBank ook na 6 maanden niet evalueren dat het nog wel nuttig is om in deze omstandigheden nog langer actief te blijven in dit landje ?

[Gwyde]

American stock markets were recovering for until Friday... until one single out of boundary data point decided otherwise. The job creation figure for the past month came in at 38,000 far below expectations and at only a fraction of the 123,000 jobs created in April. On balance the S&P is flat over the week, while the Friday rout pushed the DJI into the red. Nasdaq holds on to some tiny weekly gain. Expectations that the FED might hike rates in June vaporized and the greenback tanked.

Precious metals had been grinding lower during this short trading week but made a U turn. Gold recovered its loss incurred during the last two weeks, rallying 2.73% on Friday to $1243.5 (or up 2.03% for the week). Silver likewise rallied 2.69% to $16.39. The PGM's had been in a horrible death ride and made a 3.14% (Pt) and 3.76% (Pd) leap. Nevertheless Pt is up only 1% for the week, while Pd advanced by nearly 3%.

Miners had been in an orderly retreat with declines contained until the Friday rally made this into the best week since late April. The HUI rallied 11.6% on Friday, up 13.95% for the short week, making the HUI/Gold ratio firm to 0.182. You find updated graphs on the gold miner pulse blog page. The miner performance page also has been refreshed. There are 18 miners (out of 94 in the GMP database) advancing since Nov 2010. One miner and two explorers have more than doubled: a short blog article comments on one of them: Oban Mining to become Osisko 2.0

Among our benchmark ETF's weekly advances range from 11.4% for GLDX to 15.4% for GDXJ. With a 10.3% rally our contributor driven explorer & junior miner spreadsheet apparently lags the benchmarks, however those are quoting in USD, while most of our quotes are in CAD, which strengthened on Friday. Our long term loss is cut in half to 7.31%. Advances outnumber declines 17 to 1: only Eurasian Minerals was not at the party with a 5% weekly decline. Asanko Gold, Argonaut Gold and Pretium Resources pull the cart with gains ranging 16.7% to 21.4%.

[Gwyde]

Last week didn't look too bad on American stock markets until the rout last Friday wiped out the tiny gains. Both the S&P and Nasdaq are down fractionally over the week.

Precious metals have been in an uptrend, led by silver making a 5.4% weekly gain closing at $17.28. Gold firmed 2.4% over the week, closing at $1273.3. Any fear that the Friday rally on June 3 might have been a one-day wonder proved unfounded. PGM's have little to be proud on: Platinum made a short excursion above $1000 but eased off, holding on to a tiny 0.5% weekly gain. Likewise the Palladium rally faltered after Wednesday with the Friday 3% sell off resulting in a 1.8% decline over the week.

Apart from a hiccup on Tuesday, miners were rallying. On Friday however the negative stock market sentiment made gravity find its way. After a higher opening, miners retreated. The HUI slid 1.81% on Friday, but holds on to a 1.9% weekly gain. HUI/Gold eased a little to 0.181. You find updated graphs on the gold miner pulse blog page.

The miner performance page also has been refreshed. A milestone has been reached: all miners of the top quintile now post a long term gain. Over four months after the onset of the miner recovery, the long term loss of the best miners in the sub-top quintile also is reduced to a single digit number.

Among our benchmarks, weekly advances are in the single digits, led by the (small) Global X gold explorer ETF (GLDX). Our contributor driven explorer & junior miner spreadsheet is up 2.65% over the week. The long term loss is cut to 4.85%. There are 11 list components advancing against 6 declining with Miranda Gold flat over the week. Mirasol Res. takes the lead with a 16.3% weekly advance. Over the long haul we still have 7 advances against 11 declines.

Your WE read: after the make-over of the Philadelphia Gold and Silver Miner Sector index (XAU), I made an in-depth study on Gold relative to the XAU. A similar bear market / bull market logic holds that had previously been described for the HUI. This is kind of reassuring for the model.

[Dirkgold]

Nieuwe ATH 4.74