lördag 22 november 2014

Folkomröstningen om guld i Schweiz

En detaljerad artikel om den folkomröstningen som ska hållas i Schweiz angående om deras centralbank ska lägga 20% av valutareserven i guld.


"Conclusion

With a large minority of voters still seemingly undecided on the gold initiative question, there still appears to be a lot of uncertainty within the electorate. Therefore, with the final week of campaigning now approaching, the ‘Yes’ and ‘No’ campaign teams may still have one final shot left at making their case to the ‘undecided’ and the ‘maybe’ groupings, as they try to sway these undecided voters over to one or other side of the argument.

And with the Dutch central bank, De Nederlandsche Bank, having just announced the completion of the repatriation of 120 tonnes of its gold from the Federal Reserve Bank of New York back to Amsterdam, the Swiss electorate may now be wondering whether repatriation of their 300 tonnes of Swiss gold held abroad should now take on added urgency."

fredag 21 november 2014

Marknaden för uran i en artikel

En text från TradeTech med deras kommentar om uranpriset.

"The spot uranium price climbed again this week, rising $2.00 to settle at $44.00 per pound U3O8 today. Prices dipped slightly at mid week, but upward momentum returned after the brief respite and prices continued to increase as the week came to a close. This current price is the highest level for TradeTech’s Weekly U3O8 Spot Price Indicator since September 2012, and represents a 28 percent increase over the spot price at this time last year. Steady demand, particularly from traders, continued to fuel the price rise this week."

torsdag 20 november 2014

Diskussion på CNBC om guldpriset

En intervju om priset på guld i programmet hos CNBC.

onsdag 19 november 2014

Prisrally i uranspot

http://www.thewallpapers.org/2142/sports/wrc-rally/3

Det blev ytterligare en rejäl uppgång i spotpriset på uran när UxC uppdaterade denna vecka. Den senaste noteringen är en uppgång med 2.25 dollar till 44 dollar per pound. Bloomberg citerar UxC i en artikel och rapporterar att det är ökad efterfråga hos kärnkraftverken som ligger bakom ökningen i priset.


"Uranium advanced to the highest weekly price in almost 22 months amid an increase in demand from power producers, according to Ux Consulting Co., a provider of research on the nuclear industry.

Spot uranium climbed $2.25 to $44 a pound in the week ended Nov. 17, the Roswell, Georgia-based company said in an e-mailed note today. That’s the highest level since Jan. 28, 2013. The atomic fuel has increased 28 percent this year.

Demand from utilities is driving prices higher after uranium entered a bull market in September amid a labor strike at Cameco Corp.’s McArthur River operation in Canada, the world’s biggest mine for the fuel. Kyushu Electric Power Co. this month received local approval for reactors at its Sendai power station to resume operations, clearing the way for the first nuclear plants in Japan to restart as soon as early 2015.

While uranium for immediate delivery is in demand through January, there’s also been a rise in buying interest for distribution of supplies later in 2015, Ux said. It has recorded 22 transactions for 3.8 million pounds this month."

tisdag 18 november 2014

Produktionskapaciteten hos Avino

En information med produktionskapaciteten hos Avino i deras anrikningsanläggning. 


"Avino Silver & Gold Mines Ltd. (TSX VENTURE:ASM)(NYSE MKT:ASM)(GV6.F) ("Avino" or "the Company") is pleased to announce that the start-up and commissioning of mill Circuit 3 has begun following the completion of construction of the milling, flotation and thickening components at its Avino property, located 80km northeast of Durango, Mexico.

The 1,000 tonne per day ball mill with its new clutch and electrical starter turned over on November 4, 2014 for its initial test. The charged ball mill start-up was extremely smooth with no significant problems; no vibrations could be felt on the entire grinding operating platform. Commissioning resumed on November 5, 2014 with the introduction of mill feed followed by starting and testing of the classification, flotation and thickening components. The testing revealed no significant issues as the tails and concentrate slurry progressed to their respective destinations.

"With our current expansion nearly complete we are very excited to add the Avino Mine to our production profile. The new circuit effectively triples our output capacity and we expect it to be online full time in early January 2015. We are also excited to announce that we reached another key operating milestone by surpassing one million ounces of silver equivalent1 production in October 2014, and that for fiscal 2014 we expect to reach 1.2 million silver equivalent1 ounces of production."

- David Wolfin, President, CEO & Director"

måndag 17 november 2014

Intressant hos CNBC om Keystone pipeline

En kommentar om Keystone pipeline hos CNBC.

söndag 16 november 2014

Uranaktien Lakeland Resources

De har väldigt intressanta områden i Athabasca Basin och är en uranjunior med en kompetent ledning. Jag tycker Lakeland är ett mycket intressant bolag i sektorn. Aktien har brutit sin nedtrend och går starkt. 

lördag 15 november 2014

TradeTech om uranpriset

Så här kommenterar TradeTech vad som sker i marknaden för uran om vad som driver på den kraftiga uppgången i spotpriset.

"Nov 7, 2014 - The spot uranium price surged upward this week—increasing $5.75 in just five days. In terms of percentage, it is the second-largest increase (week-on-week) in the Weekly U3O8 Spot Price Indicator since 1996. The price jump was spurred by increased buying interest from all sectors, including utilities, traders, and financial entities. One financial entity finalized steps that would allow the company to move forward with acquiring additional uranium, although the company is not obligated to do so."

fredag 14 november 2014

Rickards med hos Fox Business

En intervju med JR hos Fox Business.

torsdag 13 november 2014

Avino redovisar vinst i tredje kvartalet

Andra silverbolag går på knäna vid dagens silverpriser och t.o.m. First Majestic redovisade förlust i rapporten för det tredje kvartalet, men Avino redovisar siffror med vinst på 2 cents per aktie. Det är mycket starkt jobbat och visar tydligt varför jag tycker att de är den bästa junioren bland de producerande bolagen i sektorn.

Avino Reports Third Quarter 2014 Financial Results

"Financial

- Consolidated all-in sustaining cash cost per AgEq ounce1 was $13.01 in the third quarter of 2014 compared to $11.35 in the third quarter of 2013
- Revenues reported for the quarter were $4,704,213 compared to $3,821,622 in the comparable quarter of 2013, an increase of 23%
- Income from mine operations was $1,710,078 in the third quarter of 2014, a decrease of $613,139 from the third quarter of 2013
 - General and administrative expenses were $668,612 in the third quarter of 2014 compared to $873,522 in the third quarter of 2013
- Earnings before income taxes were $1,203,929 in the third quarter of 2014 compared to $1,029,694 in the third quarter of 2013
- Earnings for the third quarter of 2014 were $787,805, a decrease of $150,889 from the third quarter of 2013
- Earnings per share, basic and diluted, was $0.02 in the third quarter of 2014 compared to $0.03 in the third quarter of 2013
- Average realized prices per ounce of silver and gold were US$19.24 and US$1,267 respectively for the third quarter 2014 and US$21.76 and US$1,337 respectively for the third quarter of 2013
- Cash flows from operations before movements in working capital were $3.8 million for the first nine months of 2014, compared to $4.4 million for the corresponding period of the previous year
- Cash flow per share1, basic and diluted, was $0.12 per share for the first nine months of 2014, compared to $0.16 per share for the corresponding period of the previous year.

Operational

- Silver production for the third quarter of 2014 increased 21% to 217,024 oz compared to the third quarter of 2013
- Gold production for the third quarter of 2014 increased 27% to 1,105 oz compared to the third quarter of 2013
- Silver equivalent production for the third quarter of 2014 increased 28% to 298,381 oz* compared to the third quarter of 2013
- Concentrate inventory available for sale at quarter-end was 74.5 dry metric tonnes."


En artikel som visar hur silverproducenterna kämpar vid dagens silverpriser. 

PRIMARY SILVER MINERS: Losing Nearly $3.00 For Every Ounce Of Production


"With more than half of the primary silver miners financial results for the third quarter finally out, the group is now losing nearly $3.00 an ounce at the current market price of silver."

http://srsroccoreport.com/wp-content/uploads/7-of-12-Top-Primary-SIlver-Miners-Estimated-Breakeven.png

Avino är ett otroligt starkt producerande bolag.

onsdag 12 november 2014

Kraftigt lyft för spotpriset på uran

Det blev ett kraftigt lyft när UxC redovisade senaste noteringen för uranspot som med ett kliv tar och ökar med 5 dollar till 41.75 USD per pound.

http://www.uxc.com/

tisdag 11 november 2014

En artikel om uransektorn hos CNBC

Det är dags att köpa uranbolag enligt CNBC som skriver en artikel i ämnet.


"Investors may want to keep an eye on uranium stocks as Japan restarts nuclear reactors, giving the metal a well-needed boost.

Spot prices jumped 5 percent over the weekend following news on Friday that two nuclear reactors in the southern Japanese prefecture of Kagoshima will be restarted next year.

"We believe this approval could provide a significant positive catalyst for uranium equities and the industry as a whole," Joe Reagar, analyst at Roth Capital, wrote in a research note published Friday."

Det blev fortsatt starkt rally i uranbolagen

Efter fredagens kraftiga utveckling bland uranbolagen blev det fortsatt rally i måndagens handel. Zadar steg 45% från låga nivåer och har nu stigit 100% sedan botten för någon vecka sedan. Lakeland steg 25% och är upp 150% sedan botten. Ur-Energy steg 8% och är upp 35% sedan botten. Uranerz steg 10% och är upp 52% sedan botten. Denison steg 7% och är upp 33% sedan botten. Det blir spännande att se prisuppdateringen från UxC denna vecka.

måndag 10 november 2014

Det starkt pressade TSX Venture i Kanada

En titt på råvarujuniorernas TSX Venture visar att vi just befunnit oss i ett extremt översålt läge. Dessutom är indexet nere på nivåer som gällde vid finanskrisen en kortare period. Snacka om att det är en pressad sektor. Vi får hoppas att det blir en starkare utveckling för de bolagens aktier.

lördag 8 november 2014

Priset på olja stoppar riggar

De första tecknen på minskat utbud i oljesektorn kommer nu som svar på senaste tidens prisnedgång. Antalet riggar som letar efter shale gas i USA minskar med ett antal varje vecka nu. Det behövs helt enkelt ett högre oljepris för att hålla produktionen uppe. Vi kanske kan dra ett streck vid ca 90 dollar per fat.


"The shale-oil drilling boom in the U.S. is showing early signs of cracking.

Rigs targeting oil sank by 14 to 1,568 this week, the lowest since Aug. 22, Baker Hughes Inc. (BHI) said yesterday. The Eagle Ford shale formation in south Texas lost the most, dropping nine to 197. The nation’s oil rig count is down from a peak of 1,609 on Oct. 10.

Drillers are slowing down as crude prices tumbled 24 percent in the past four months. Transocean Ltd. (RIG) said yesterday that its earnings would take a hit by a drop in fees and demand for its rigs. The slide threatens to curb a production boom in U.S. shale formations that has helped bring prices at the pump below $3 a gallon for the first time since 2010 and shrink the nation’s dependence on foreign oil imports.

“We are officially seeing the slowdown in oil drilling,” James Williams, president of energy consulting company WTRG Economics, said by telephone from London, Arkansas, yesterday. “There’s no doubt about it now. We’re already down 49 rigs since the peak in October. It’ll have fallen by more than 100 rigs by the end of year.”

U.S. benchmark West Texas Intermediate crude for December delivery rose 74 cents to settle at $78.65 a barrel on the New York Mercantile Exchange yesterday. Prices are down 17 percent in the past year."