Rohstoffjuniors: Langfristig vor Renaissance

..STRESS IS KEY

In the short term, participants are concerned that any or all of the U.S., Europe or China could be sailing into deflationary headwinds.

History suggests that to sell gold ahead of such a development would be counter to the likely price outlook, as well raising investment risk profile rather than reducing it, especially as a deflationary environment would be likely to undermine equities, while keeping bond yields low.

Continued flattening in the yield curve suggests that the market is still looking for QE3. Such a development could help to dispel deflationary fears, but in mid-2012 they are still hovering in the background.

Finally, the fact that gold is under consideration at the Basel Committee for Bank Supervision for elevation to Tier 1 Asset status for commercial banks is informative enough in its own right, since it flags the continued stresses in the financial system..

Although the opportunity cost of holding gold would remain positive in a deflationary environment, the reduction of risk would be likely to outweigh this final consideration..

http://www.mineweb.com/mineweb/view/mineweb/en/...tail&pid=102055

 

Die Übernahmewelle setzt sich nicht nur im Edelmetallsegment fort, sondern ebenfalls in zahlreichen anderen Sektoren. Ein Konsortium um den Milliardär Nathan Tinkler übernimmt für mehr wie 5 Milliarden USD nun einen der größten Kohleproduzenten Australiens.

Whitehaven Coal Opens Books After Tinkler Group’s $5.4 Billion Offer

 July 13, 2012, 11:24 PM - By Sam Holmes and David Winning

Whitehaven Coal has agreed to open its books to Nathan Tinkler after the mining magnate’s Tinkler Group tabled a non-binding cash offer valuing it at about 5.3 billion Australian dollars (US$5.35 billion)..

http://blogs.wsj.com/dealjournalaustralia/2012/07/...-billion-offer/.

 

Wie entstanden Kalisalze und wie wird es untertage abgebaut - (Mediabeitrag)

 In den letzten Artikel von uns ging es über den Nutzen von Kaliumkarbonat = Pottasche. In der anglikanischen Bezeichnung werden diese Düngemittel als Kalisalze ( potash ) bezeichnet, die gegenüber der reinen Pottasche jedoch auch noch andere Salze beinhalten. Wir wissen wo sie benötigt werden und dass der Bedarf an diesem erfolgreichen aber nicht endlosen Düngemittel in vielen Ländern und Erdteilen immer mehr steigen soll..

http://www.miningscout.de/Rohstoffblog/...chtmetalle/page_1/_61/__349

 

Canadian small/micro-cap weekend roundup

7/14/2012 8:41:55 AM | Stockhouse Editorial 

http://www.stockhouse.com/Community-News/2012/...-cap-weekend-roundup

 

Weiteres Wachstum in Aussicht gestellt: B2Gold kann Goldproduktion im zweiten Quartal um 6% steigern

Der kanadische Goldproduzent B2Gold (WKN A0M889) meldet einen leichten Anstieg der Produktion von seinen zwei Minen in Nicaragua. Der Ausstoß stieg um 6% auf 36.803 Unzen des gelben Metalls..

http://bjoernjunker.wordpress.com/2012/07/11/...uartal-um-6-steigern/

 

PM Summer Doldrums 4

Adam Hamilton Archives - Jul 13, 2012

With gold, silver, and their miners' stocks drifting listlessly near correction lows, the sentiment in precious-metals land is even more pessimistic than usual. Bears abound while bulls are now an endangered species. But interestingly, demoralizing consolidations are par for the course this time of year. Throughout most of their secular bull, the precious metals have suffered during the summer doldrums..

http://321gold.com/editorials/hamilton/hamilton071312.html

 

 

 

World Relies on China 

http://www.file-upload.net/download-4557356/...hinaJuly52012.pdf.html

Graphite prices paint mixed picture

http://www.file-upload.net/download-4557359/...ctureJuly2012.pdf.html

 

 

BHP Billiton selling Mount Nimba iron ore project leaving Guinea in a lurch

Sunday Times reports (paywall) that BHP Billiton, which is shedding its non-core operations, is looking for a buyer for its Mount Nimba iron ore project in Guinea..

http://www.mining.com/2012/07/15/...roject-leaving-guinea-in-a-lurch/

 

 

 

AREVA verkauf Mehrheitsanteil an La Mancha Resources, Aktie steigt um mehr als 50%

14.07.2012 | 10:00 Uhr | Rohstoff-Welt.de

Wie gestern bekannte wurde, verkauft der französische Atomkonzern AREVA Mines seinen Mehrheitsanteil von ca. 62,8% (voll verwässert) an dem mittelgroßen Goldproduzenten La Mancha Resources Inc. zum Preis von 310 Mio. CAD bzw. 3,50 CAD je Aktie von La Mancha. Dieser Preis liegt 55,6% über dem Schlußkurs von La Mancha vom 12. Juli 2012..

http://www.rohstoff-welt.de/news/...2C-Aktie-steigt-um-mehr-als-50-25

 

No option: China has to deleverage

Michael Allan McCrae | July 16, 2012

Dee Woo writes in the Business Insider that the Chinese government no longer has any policy options left, and it must start deleveraging..

http://www.mining.com/2012/07/16/no-option-china-has-to-deleverage/

 

 

Mongolia kingmaker: 'Fix' Oyu Tolgoi 'shadow masters' and 'scare to death' Tavan Tolgoi oligarchs

The Financial Times' Beyondbrics blog analyzes last month's Mongolian elections and finds the most likely outcome of coalition talks to be a marriage of the Democratic Party and a splinter group of the former majority party called the Mongolian People’s Revolutionary Party..

http://www.mining.com/2012/07/12/...-to-death-tavan-tolgoi-oligarchs/

 

"..Statements like these must worry world number two miner Rio Tinto and its majority-owned partner on Oyu Tolgoi, Ivanhoe Mines.

Oyu Tolgoi near the Chinese border is one of the biggest mining projects in the world with a final bill that could reach as much as $13 billion.

Mongolia has long coveted a a bigger slice of the massive Oyu Tolgoi copper and gold project that is nearing completion and is scheduled for production early next year.

Ivanhoe, which is changing its name to Turquoise Hill Resources, holds 66% of Oyu Tolgoi and Mongolia's government the rest. In October Ivanhoe and Rio dodged a bullet when the Mongolian government said it was rethinking the 2009 deal and that it wanted to own half the mine.."

http://www.mining.com/2012/07/12/...-to-death-tavan-tolgoi-oligarchs/

 

Goldaktien: Was wäre wenn der Goldpreis stark fällt!

16.07.2012 | 7:00 Uhr | BÜTTNER, JÜRGEN, ROHSTOFF-TRADER

Goldaktien hatten zuletzt keinen leichten Stand. Die Anleger meiden das Segment und deshalb standen die Kurse jüngst zumeist erheblich unter Druck. Das wiederum hat in den vergangenen Wochen zahlreiche Goldexperten auf den Plan gerufen, welche Goldaktien als außergewöhnlich günstig bezeichneten..

http://www.rohstoff-welt.de/news/...e-wenn-der-Goldpreis-stark-faellt

 

 

HUI-Index - Das Niveau von 480,00 Punkten blieb unerreicht

16.07.2012 | 8:00 Uhr | Kämmerer, Christian

 

Battle over rare earths

Kate Emery, The West AustralianUpdated July 14, 2012, 3:56 am

http://au.news.yahoo.com/thewest/a/-/breaking/...le-over-rare-earths/

 

 

TSX: Top SEDI Filers Past 7 Days

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Venture: Top SEDI Filers Past 7 Days

[?]

Issuers with Net Buying Volume Orezone Gold (ORE) 6,903,350 Mountain Province Diamond (MPV) 1,192,600 Gran Colombia Gold (GCM) 932,500 GMP Capital (GMP) 748,500 Centamin (CEE) 500,000 Log in at the top right or sign up to view more. Issuers with Net Selling Volume Alaris Royalty (AD) -883,333 Twin Butte Energy (TBE) -302,500 Madison Pacific Property (MPC) -300,000 Power Financial (PWF) -285,900 Orbite Aluminae (ORT) -150,000 Log in at the top right or sign up to view more.

Issuers with Net Buying Volume Cantex Mine Development (CD) 7,520,000 Diagnos (ADK) 1,416,500 Extenway Solutions (EY) 1,000,000 CuOro Resources (CUA) 888,000 EMedia Networks Intl (EMM) 802,000 Log in at the top right or sign up to view more. Issuers with Net Selling Volume Emerald Bay Energy (EBY) -1,082,000 Mart Resources, (MMT) -1,000,000 Africa Oil (AOI) -988,777 Loyalist Group (LOY) -800,000 E.S.I. Env Sensors Inc. (ESV) -115,000 Log in at the top right or sign up to view more.

Quelle: http://canadianinsider.com/

 

Coeur d'Alene Mines investiert in International Northair Mines Ltd.

 

Operations Update

 Mon Jul 16, 2012 - London, England, Arian Silver Corporation (the "Company") a silver exploration, development and production company with a focus of projects in the silver belt of Mexico, announces its wholly owned subsidiary, Arian Silver de Mexico SA de CV is in dispute with the owner of the toll mill which is contracted to process ore from the trial mining operation at the San José mine in Zacatecas State in Mexico; this has resulted in the suspension of milling operations. Detailed discussions to resolve the dispute are under way..

http://www.ariansilver.com/s/...Releases&_Title=Operations-Update
 
 

 

Silber zehrt an den Anlegernerven

In China wuchs die Wirtschaft im 2. Quartal um 7,6 Prozent. Was für europäische Länder eine fantastische Zahl wäre, bringt in China dagegen Unruhe hervor. Denn immerhin wächst damit das Bruttoinlandsprodukt so langsam wie seit drei Jahren nicht mehr. Die Konjunkturängste rund um den Globus werden dadurch weiter geschürt. Gold- und Silber-Investoren kann dies jedoch gerade recht sein. Denn das abgeschwächte Wachstum im Fernen Osten, den USA und Europa dürfte bald die nächsten Aktionen der Notenbanken nach sich ziehen. Und eine weiter gelockerte Geldpolitik wäre Wasser auf die Kursmühlen der Edelmetalle Gold und Silber..

http://www.rohstoff-investingnews.de/silber/...-an-den-anlegernerven/

 

July 16, 2012 09:51 ET

Detour Gold Successfully Completes Consent Solicitation


TORONTO, ONTARIO--(Marketwire - July 16, 2012) -

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES. ANY FAILURE TO COMPLY WITH THIS RESTRICTION MAY CONSTITUTE A VIOLATION OF U.S. SECURITIES LAW.

Detour Gold Corporation (TSX:DGC) ("Detour Gold" or the "Company") today announced that it has successfully completed its solicitation of consents (the "Consent Solicitation") from holders of record as of 5:00 p.m. (Eastern Time) on June 5, 2012 (each such holder, a "Holder") of its 5.50% Senior Unsecured Convertible Notes in the principal amount of US$250,000,000 due November 30, 2017 (the "Convertible Notes").

The Consent Solicitation was commenced by Detour Gold on May 30, 2012 to seek approval for certain proposed amendments to the trust indenture (the "Indenture") relating to the Convertible Notes (the "Amendments"), as described in the consent solicitation statement of Detour Gold dated May 30, 2012, as amended by the July 10, 2012 press release of the Company (the "Consent Solicitation Statement"). The Amendments required the consent of the Holders of 66 2/3% of the principal amount of the outstanding Convertible Notes (the "Requisite Consent").

As at 5:00 p.m. on July 13, 2012 (the "Expiration Date"), the Requisite Consent had been received. As a result, an Extraordinary Resolution (as defined in the Indenture) relating to the Amendments is effective and Detour Gold has executed a supplemental indenture (the "Supplemental Indenture") to amend the Indenture to give effect to the Amendments. The Company will file the Supplemental Indenture on SEDAR.

Detour Gold is also a party to a second trust indenture (the "Paulson Indenture") governing 5.50% Senior Unsecured Convertible Notes in the principal amount of US$175,000,000 due November 30, 2017 (the "Paulson Notes") and a third trust indenture (the "Class A Indenture") governing Class A 5.50% Senior Unsecured Convertible Notes in the principal amount of US$75,000,000 due November 30, 2017 (the "Class A Notes"). The sole registered holder of the Paulson Notes and the Class A Notes ("Paulson") executed Extraordinary Resolutions (as defined in the Paulson Indenture and the Class A Indenture) authorizing amendments to each of the Paulson Indenture and the Class A Indenture that are in substance identical to the Amendments. Supplemental indentures giving effect to the amendments to the Paulson Indenture and the Class A Indenture will be filed on SEDAR.

Those Holders who have validly delivered a consent to the Amendments on or prior to the Expiration Date will be entitled to receive a consent fee as set out in the Consent Solicitation Statement (the "Consent Fee"). In addition, Paulson will be entitled to receive a consent fee equal to the Consent Fee.  

Konzerne wehren sich gegen Metalldiebe

http://www.manager-magazin.de/unternehmen/...8,844574,00.html#ref=rss

 

Mongolia's new rulers may put world's richest coal deposit beyond reach

Frik Els | July 16, 2012 

The coalition that will rule Mongolia for the next four years – the Democratic Party and a splinter group of the former majority party called the Mongolian People’s Revolutionary Party – is stacked with resource nationalists after an election that placed rising inequality in the nation of fewer than three million people front and centre..

http://www.mining.com/2012/07/16/...ichest-coal-deposit-beyond-reach/

 

 

Gute News bei Detour! Mit der nun bestätigten Kreditlinie von über 250 Millionen USD (Summe insgesamt) werden die Kassen weiter aufgefüllt. Die kapitalintensive Konstruktion der zukünftig größten Goldmine Kanada's läuft planmäßig voran. Weiter steckt niemand Geringeres als John Paulson persönlich hinter dem Großteil der Kredite - ein starkes Vertrauenszeichen.