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Re: Goud en Zilvermijnen

Posted: 28 Apr 2016, 19:31
by cavajo
Leo3.14 wrote:Naast AEM & NG nu ook Mux en GG aangeschaft.
vandaag uit AKG

Cavajo

Re: Goud en Zilvermijnen

Posted: 29 Apr 2016, 09:44
by Gwyde
Gwyde wrote: Feb 7, 2015
I'm considering to remove a couple of the worst performers to the exile section (the last TAB on the spreadsheet). Eventually Aurcana will have to go. Monument Mining, Medusa Mining, Tanzania Royalty Expl (sorry Jim S.) and Moneta Porcupine may join. I'm considering taking on board MAG silver (MVG or MAG on TSX) as the single replacement. Please reply on this thread if you have any remarks or suggestions.
Contributor driven Explorer & Junior Miner Spreadsheet
TRX heb ik al ruim 14 maand geleden uit de spreadsheet geschrapt. (Je vindt het in de 'exile' sectie.
Indiana Jones wrote:Sinclair zijn mijnbedrijf lijkt kaputt:

Force Majeure – Where from here?
March 3, 2016
http://www.tanzanianroyalty.com/wp-cont ... elease.pdf
What are our options now?
1. We negotiate successfully in the 30 day period with Stamico, the government of Tanzanian who
guarantee our freedom to operate and protection against all interference of our contract rights. This
then opens the traditional financing door.
2. We proceed to London Binding Arbitration with financial demands equal to our invested funds in
Tanzania, lost opportunity and damage to the value of our shares.
3. We seek a sale of all our Tanzanian assets to a major mining company in Tanzania with commitment
of size. The structuring of the transaction would be for shares, not cash in this what we believe will
soon to be major gold bull market.

Al zijn mijngebieden in Tanzania lijken te worden geconfisceerd door plaatselijke bevolking, met goedkeuring van de overheid.
(Mugabe tactieken). Hij hoopt nog te verkopen, de vraag is of hij .. en de andere aandeelhouders er nog wat aan overhouden.

oceana gold

Posted: 29 Apr 2016, 22:20
by Dirkgold
nieuwe ATH. mooie close +10% en een beetje.
4.49 close
ATH 4.64
nog niet naar de conf call van gisteren geluisterd.

Re: Goud en Zilvermijnen

Posted: 30 Apr 2016, 15:59
by Wire
cavajo wrote:
vandaag uit AKG

Cavajo
Was heel verleidelijk om winst te nemen. Ik bekijk het nog even.

Miners up double digits

Posted: 30 Apr 2016, 23:22
by Gwyde
The stock market recovery since February has been petering out. Over the week American indexes lose between 1.26% (DJI) or 1.28 (S&P) and 2.67% (Nasdaq Comp..). S&P and DJI still are positive for the year.

Precious metals had a good week, with gold adding 4.9% to $1292.4, silver added 5.1% to $17.82. Platinum no longer is lagging with a 6.74% advance to $1077, while Palladium advanced 3.16% to $621. Pd had outpaced the other PM's last week.

Not surprisingly, the HUI index adds 15.4% over the week to 233.5; it now is up 110% YTD and up 133% since its Jan 19 low. The HUI/Gold ratio strengthens to 0.180. You find updated graphs on the gold miner pulse blog page. On the long term Miners' performance page, advances remain a minority of 17 explorers or miners out of 94: despite stellar gains YTD, miner bear market losses only have been mitigated. By now we have 3 miners/explorers having doubled.

The CAD strengthened relative to the USD since January and as such our index gains look somewhat less spectacular. However, since 2010 there still is a net depreciation of the CAD. By consequence, the performance of the quotes in USD compares unfavorably. Randgold, B2Gold in the top quintile would shift up a few positions when compensating for the CAD net depreciation. The same accounts for ABX, HL and CDE in the mid range quintile.

Our contributor driven explorer & junior miner spreadsheet performs in line with its peers, up 12.2% over the week and cutting its long term loss to single digits (-9.3%). Asanko Gold (+21.2% over the week) joins the long term winners. We now have 7 picks advancing against 11 declining over the long haul. Only Almaden Min receded last week due to some profit taking. Reservoir Min. is the first double on our list, up 126% since inclusion by end 2015. Stock picking does matter.

Re: Canadian gold and silver miner performance

Posted: 05 May 2016, 21:00
by cavajo
Gwyde wrote:Valuation data for a representative list of Canadian gold and silver miners and explorers are maintained on the http://www.goldminerpulse.com/ site (GMP). On the dedicated ‘Gold Miner Pulse’ page of my blog the performance of the HUI unhedged gold miners index is shown relative to gold bullion. It doesn't look nice: nor over the short term nor over two years, even since the aftermath of the secular financial crisis.
In another graph the performance disparity is illustrated among the gold and silver miners of the GMP database. Some lucky picks have been outperforming silver or gold by an impressive margin. Few laggards have lost tremendously despite gold and silver up considerably over the year. A disappointing majority of 61 precious metal miners are in the red since Nov 19 last year. Little individual miner information can be conveyed in one such graph. Therefore, I 'm going into detail to give an idea which miners were good picks and what are the investor's nightmares.

Complete posting at:

http://gwyde.blogspot.com/2011/11/canad ... er_24.html
Wanneer neem je Red Eagle op in je lijst ?

mvg,
Cavajo

Wild Gyrations

Posted: 07 May 2016, 23:23
by Gwyde
The same recipe on American stock markets, with fractional losses over the week for DJI and S&P, while Nasdaq keeps lagging. YTD gains on both the DJI and S&P continue dwindling.

After an intraday high on Monday (with gold at $1304 and silver above $18), precious metals let off some steam most of the week, while recovering some of their losses on Friday. On balance gold eases fractionally (-0.36%) to $1287.7/Oz. Silver slid 2.13% to $17.44. PGM's fluctuate unequally with Platinum holding firm at $1078 (+$1) while palladium gave back 2.4% to $606.

Wild gyrations among miners however with a four day plunge from the mild retreat on Friday Apr 29 culminating into the Wednesday 10% plunge on the HUI. Overdone it seems, since on Thursday a miner recovery rally sparked, well ahead of gold firming on Friday (May 6). On balance the HUI is down 3.13% over the week to 226.1. HUI/Gold eased to 0.175. You find updated graphs on the gold miner pulse blog page.

Among our benchmark ETF's losses vary between 2.1% for GLDX and 6% for GLDX, the gold explorer ETF. We've been relatively successful on our contributor driven explorer & junior miner spreadsheet which is down only fractionally (-0.47%) to a long term loss now at 9.71%. There are 7 advances over the week against 9 declines with two components flat. Continental Gold was the major drag on the list, down 13.7% last week. PLG slid 12% on Friday but had held on to a modest gain before, resulting in a 9.6% loss over the week. Prospect Generator Miranda Gold gained 10.5%.

* * *

@Cavajo: Ik heb nog enkele miners/explorers aan de 'zijlijn' en Red Eagle mag daar wat mij betreft gerust bijkomen. De koershistorie (op TSX.V) gaat terug tot juni 2011. Niet 100% vergelijkbaar, maar voldoende. Ik probeer het aantal componenten in de lijst constant te houden, zodat na elke acquisitie of delisting een vervanger toegevoegd wordt.

Gold miner rally: Bull market logic

Posted: 09 May 2016, 13:49
by Gwyde
(...)

What's so exciting about this analysis, is that it continues to be valid during this young gold miner bull market: the bear market logic almost candidly transits to a bull market logic. Not a single letter needs to be changed to the linear regression underpinning the mathematical model.

Gold miner rally: the bull market logic

Five graphs and supporting evidence @ your service.

Re: Wild Gyrations

Posted: 11 May 2016, 20:05
by cavajo
Gwyde wrote:The same recipe on American stock markets, with fractional losses over the week for DJI and S&P, while Nasdaq keeps lagging. YTD gains on both the DJI and S&P continue dwindling.

After an intraday high on Monday (with gold at $1304 and silver above $18), precious metals let off some steam most of the week, while recovering some of their losses on Friday. On balance gold eases fractionally (-0.36%) to $1287.7/Oz. Silver slid 2.13% to $17.44. PGM's fluctuate unequally with Platinum holding firm at $1078 (+$1) while palladium gave back 2.4% to $606.

Wild gyrations among miners however with a four day plunge from the mild retreat on Friday Apr 29 culminating into the Wednesday 10% plunge on the HUI. Overdone it seems, since on Thursday a miner recovery rally sparked, well ahead of gold firming on Friday (May 6). On balance the HUI is down 3.13% over the week to 226.1. HUI/Gold eased to 0.175. You find updated graphs on the gold miner pulse blog page.

Among our benchmark ETF's losses vary between 2.1% for GLDX and 6% for GLDX, the gold explorer ETF. We've been relatively successful on our contributor driven explorer & junior miner spreadsheet which is down only fractionally (-0.47%) to a long term loss now at 9.71%. There are 7 advances over the week against 9 declines with two components flat. Continental Gold was the major drag on the list, down 13.7% last week. PLG slid 12% on Friday but had held on to a modest gain before, resulting in a 9.6% loss over the week. Prospect Generator Miranda Gold gained 10.5%.

* * *

@Cavajo: Ik heb nog enkele miners/explorers aan de 'zijlijn' en Red Eagle mag daar wat mij betreft gerust bijkomen. De koershistorie (op TSX.V) gaat terug tot juni 2011. Niet 100% vergelijkbaar, maar voldoende. Ik probeer het aantal componenten in de lijst constant te houden, zodat na elke acquisitie of delisting een vervanger toegevoegd wordt.
Alvast dank voor de overweging,

mvg,
Cavajo

Goldcorp buys kaminak

Posted: 12 May 2016, 16:39
by Dirkgold
http://www.canadianmanufacturing.com/op ... ne-168038/

40% premium
Hmmmmm
Dan hou ik gsv toch maar wat langer bij.