onsdagen den 23:e april 2014

Kina och guldet

Diskussion på Bloomberg med Albert Chang från World Gold Council om Kinas guldmarknad och hur investeringsbehovet väntas öka 25% de närmaste åren pådrivet av en ökande och rikare medelklass i landet. Med över 100 000 köpcenter som köper guld och säljer till befolkningen så finns det potential för en kraftig ökning av handeln.

tisdagen den 22:e april 2014

Guldet

Dags att ta en titt på grafen för guldet. Det har ännu inte lyckats att bryta nedtrenden och är nu även under MA200 som ligger vid 1299 USD/oz. April är snart slut och ännu ingen redovisning av Kinas uppdaterade guldreserv. Sommarsäsongen närmar sig med snabba steg. En siffra på 3000-3500 ton borde kunna få fart på marknaden.

måndagen den 21:e april 2014

Ron Paul ggr 2

Två inslag från Ron Paul Channel om guld och dollar.

http://www.ronpaulchannel.com/video/will-gold-hit-50000-ounce-2020/

http://www.ronpaulchannel.com/video/rons-gold-update-foreign-nations-run-dollar-2/

söndagen den 20:e april 2014

TSX Venture

Kämpa Venture, kämpa. Doldrums närmar sig oroväckande fort.

lördagen den 19:e april 2014

Tyskland och kärnkraften

Är det så att Tyskland med Merkel i spetsen börjar omvärdera beslutet med att minska på kärnkraften i landet? Liksom österlandet Japan så är det nog realiteten som segrar till slut. Detta är från tidningen Der Welt:


"More than 70 percent of Germany’s energy supply depends on imports. Russia alone accounts for a quarter of Germany’s gas, oil and coal imports. And real alternatives are not yet in sight. 

Germany faces a renewed debate on energy in the wake of the ongoing Ukraine crisis. To a large extent, the country depends on Russian oil and natural gas imports. Just recently Chancellor Angela Merkel made it clear that "all of Germany's energy policies must be reconsidered." According to Germany's Energy Balances Group (AGEB), imported rose to 71 percent of all sources of energy last year."

fredagen den 18:e april 2014

Nytt med Rickards

Intervju med JR om den senaste boken hos Financial Survival Network.

torsdagen den 17:e april 2014

Avino redovisar vinst

Det blev en vinst på 3 cents per aktie med kassaflöde på 19 cents per aktie för året. Nästa gruva väntas vara i produktion innan året är slut vilket kommer att mer än dubbla dagens takt. Det vi pratar om är en produktion på 3 miljoner ounce silverekvivalenter 2015 och det borde ge multiplar av dagens kurs om silver åtminstone ökar till 25 dollar eller högre inom rimlig tid.



"In 2013, we delivered a significant year of silver and gold production and revenue. Production increased in each quarter and we managed to cut operating costs and remain cash flow positive despite weaker metal prices. We kept a lean operation which resulted in a respectable $10.16 cash cost per ounce. During the fourth quarter, we recorded a deferred income tax expense which is a non cash item thus clouding the year end numbers. Our operations remains robust, with 2014 shaping up to be another record year. Our expansion is going ahead as planned and is scheduled for completion in Q4; thus, 2015 should be the most productive year the company has seen in its 46 year history. I would like to thank all the people involved in making our plan a reality."

Uranerz startar produktion


Uranerz Energy Corporation har startat sin produktion av uran med ISR-teknik, dvs lakningsprocess. De har sin fyndighet och processanläggning i Wyoming och har en licens på att producera max 2 M lbs per år. Produktionen väntas nå 600 000 - 800 000 lbs per år i början efter uppstarten samt att de justerat in anläggningen och optimerat.


"CASPER, WYOMING--(Marketwired - Apr 15, 2014) - Uranerz Energy Corporation ("Uranerz" or the "Company") (URZ.TO)(NYSE MKT:URZ)(U9E.F) is pleased to announce that it has commenced uranium mining operations at its wholly-owned Nichols Ranch ISR Uranium Project, located in the Powder River Basin of Wyoming, U.S.A., after receiving final clearance from the Nuclear Regulatory Commission.

Construction and commissioning of the Nichols Ranch recovery plant and initial wellfield has been completed. Uranium mining operations have commenced by using the in-situ recovery ("ISR") mining method wherein groundwater fortified with oxygen, sodium bicarbonate and carbon dioxide is circulated through the sandstone-hosted uranium deposit by means of injection and recovery wells. Uranium is extracted from the groundwater using ion-exchange technology. The uranium-loaded resin from the ion-exchange vessels at Nichols Ranch will be transported to Cameco Resources' Smith Ranch uranium processing facilities for final processing into dried and drummed uranium concentrates pursuant to a toll processing agreement between the two companies. Uranerz will arrange for shipments of its uranium from the Smith Ranch facility to a conversion facility where ownership will be transferred to its nuclear utility customers.

"The start of mining operations at Nichols Ranch represents the achievement of a major milestone for the Company that was attained through the hard work and determination of Uranerz' highly motivated employees," stated CEO Glenn Catchpole. "This is an exciting time for our entire team as Nichols Ranch becomes the newest uranium mine in North America."

onsdagen den 16:e april 2014

Rickards på Finance News Network

Rickards i en intervju hos Finance News Network där han diskuterar lite olika placeringar och sektorer. 

http://www.finnewsnetwork.com.au/archives/finance_news_network76484.html

tisdagen den 15:e april 2014

Chris Martenson intervjuar Alasdair Macleod

Intressant om Kina och guld när Alasdair Macleod blir intervjuad av Chris Martenson.

måndagen den 14:e april 2014

Lakeland Resources förvärvar nya områden


Lakeland Resources har förvärvat 5 nya områden i Athabasca Basin. Releasen har även ett intressant stycke om hur marknaden för uran ser ut med planerade kärnkraftverk världen över och närtida triggers för priset.


"5 new properties totaling 52,255 hectares staked.
    Lakeland's project portfolio now totals 16 projects (~157,000 hectares); making it one of the largest of the exploration companies in the Athabasca Basin.
    Technical team focused on properties and acquisitions where target depth of uranium mineralization is expected to be shallow, and a significant amount of historic exploration data exists.
    Portfolio to be advanced via exploration, joint-ventures, option agreements or other means.

VANCOUVER , April 11, 2014 /CNW/ - Lakeland Resources Inc. (LK.V) (6LL.F) (the "Company" or "Lakeland") is pleased to announce the acquisition, by staking, of 5 uranium properties totaling 52,255 hectares in the Athabasca Basin region, Saskatchewan . The newly acquired properties are referred to as Lazy Edward Bay, Karen Lake, Black Lake , Hidden Bay and Fedun Lake.

"The current uranium spot price environment continues to present excellent opportunities to increase Lakeland's exposure to, and ownership of, high quality uranium projects in the Athabasca Basin," stated Jonathan Armes , President and CEO of Lakeland. "The Lakeland team is nimble and motivated and we were able to secure these properties by competitive staking adding to our growing portfolio of high quality and shallow target depth properties in the Basin. We will seek to continue to advance our property portfolio via exploration, joint-ventures, option agreements or otherwise, giving our shareholders exposure to continued exploration successes as well as improving fundamentals for the uranium space."

"Uranium Market:

Uranium demand is largely driven by energy demands. The spot price of uranium is currently US$33.75 /lb U3O8 (Source:UxC). There are currently approximately 434 nuclear reactors in operation world-wide. Global electricity demand is expected to grow significantly through 2030 and the number of nuclear reactors is rising to meet it. 72 new reactors are now under construction - new build levels not seen since the 1970s - as well as an additional 173 planned and 309 proposed to 2030 (Source:World Nuclear Association). The bulk of the new units are in four countries - China , India , Russia and Korea. Several near term catalysts for the uranium market include (i) increased clarity on Japanese restarts; (ii) increased Chinese utility buying; and (iii) the recent culmination of the Russian HEU "Megatons to Megawatts" agreement reducing a significant secondary source of supply (Source:Raymond James). Investor interest in the uranium space has been largely focused on the Athabasca Basin given recent discoveries there, as well as its position as a leading high grade uranium district, with mining infrastructure and mills, the presence of majors and relatively low geopolitical risk."

söndagen den 13:e april 2014

FN om energi och kärnkraft

http://www.flowmaster.com/power_nuclear.html

I en ny rapport så skriver FN att andelen energi som kommer från förnyelsebara bränslen och kärnkraft måste tripplas för att rädda klimatet. Bloomberg rapporterar:


"The world needs to triple the energy it gets from renewables, nuclear reactors and power plants that use emissions-capture technology to avoid dangerous levels of global warming, United Nations scientists said."

Rickards intervjuas på Fox Business

JR intervjuas om den nya boken och dollarn på Fox Business.

lördagen den 12:e april 2014

Japan godkänner energiplanen

Där kom det, Japan godkänner energiplanen som i princip innebär att reaktorer i landet startas igen. Det återstår att se hur många och när, men det här är ett viktigt steg mot uppstart. Många av energibolagen kämpar eftersom de fått förlita sig på fossila bränslen samtidigt som kärnkraftverken måste gå igenom dyra uppgraderingar för att möta den nya standarden för säkerhet. Dock är det så att Japan som land inte har råd att inte starta upp reaktorerna igen. De är en industrination som lägger ned oerhörda summor på att importera fossila bränslen just nu. Handelsunderskottet har skjutit i höjden. Reuters rapporterar:


"(Reuters) - Japan's cabinet on Friday approved an energy policy reversing the previous government's plans to gradually mothball nuclear power plants, a move likely to be unpopular with a wary public following the 2011 Fukushima disaster.

But the plan may be too little too late for Japan's moribund atomic industry, which is floundering under the weight of estimated losses of almost $50 billion, forcing two utilities to ask the government for capital last week.

Plant operators have had to pay out almost $90 billion on replacement fossil fuels, with domestic media saying they have also spent an estimated 1.6 trillion yen ($16 billion) on nuclear plant upgrades to meet new safety guidelines.

A recent Reuters analysis shows as many as two-thirds of the country's 48 idled nuclear reactors may have to be left closed because of the high cost of further upgrades, local opposition or seismic risks.

"I think it is unavoidable that the Japanese utilities will write off most of their nuclear 'assets' and move on," said Mycle Schneider, a Paris-based independent energy consultant.

The plan defines nuclear as an "important baseload power source" meaning it can feed constant power to the grid to meet minimum requirement. But the policy document did not specify the share of nuclear in the nation's energy mix."

fredagen den 11:e april 2014

Kinas guldreserv

Ska Kina redovisa sin guldreserv nu i april? Det skulle kunna sätta fart på en sektor som saknar tydlig riktning. Dessutom kan det få guldet att bryta motståndet i den nedåtgående trenden en gång för alla.