Rohstoffjuniors: Langfristig vor Renaissance

Investment risk grows dramatically in South Africa

Institutional and retail investors are (wisely) avoiding many countries because of political risk - including risk of resource nationalization and heavy-handed taxation. But what happened in Marikana, South Africa this week is an entirely different ball game..

http://www.stockhouse.com/Opinion/ticker-trax/Aug/...-Africa--Stockho

Review:

Rio Alto Guides 190,000-210,000 Ozs of Gold for 2012 and Releases Strong Q2 Results

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 7, 2012) - Rio Alto Mining Limited ("Rio Alto" or the "Company") (TSX:RIO)(OTCQX:RIOAF)(LMA:RIO)(DBFrankfurt:MS2) is pleased to announce that the Company has increased its gold production guidance for 2012 from a range of 150 - 160,000 ounces to a range of 190,000 to 210,000 ounces at a cash cost per ounce of gold sold within a range of $500 to $550. The Company is also pleased to announce that it earned $0.17 per share for the quarter ended June 30, 2012 ($0.37 per share for the six months ended June 30, 2012)..

http://www.marketwire.com/press-release/...esults-tsx-rio-1687650.htm

 August 20, 2012

Flinders Starts Reprocessing Graphite At The Kringel Mine In Sweden

 Vancouver, Canada - Flinders Resources Limited ("Flinders") (TSXV -- FDR). Mr. Martin McFarlane, President & CEO is pleased to provide an update on the wide range of activities that are underway at the Kringel Graphite Mine in Sweden to advance the project towards a restart of production. Highlights include:

•The back end of the Kringel processing plant has been successfully restarted and production of graphite from stockpiled material is underway. The entire supply (500 tonnes) of stockpiled material has been sold to German customers and the first shipment is expected to occur in September.
•Dewatering of the Kringel pit has commenced. Once the pit has been emptied, mining of ore may begin.
•Two 500kg bulk samples of fresh graphite ore from the Kringel deposit have been extracted and sent to Metso Corporation ("Metso"), a global mineral engineering and processing technology company, for grinding tests to optimize processing parameters.
•Drilling of additional holes at the Kringel deposit to enable deeper graphite zones to be included in the NI43-101 resource calculation has concluded. Further assay results will be announced shortly. The NI43-101 resource calculation at the Kringel deposit is now expected mid to late September due to drill mechanical issues that led to a 5 week overrun of the additional drilling program..

http://www.flindersresources.com/s/...e-At-The-Kringel-Mine-In-Sweden 
 
 

Pimco-Rohstofffonds erhöht Goldbestände

Silberproduktion in Mexiko weiterhin auf Höhenflug

Die Silberproduktion stieg gegenüber dem Vorjahr zuletzt um fast 19% an, für das Gesamtjahr wird ebenfalls ein signifikanter Anstieg erwartet. Die großen Profiteure der anhaltenden Silberhausse sind natürlich die zahlreichen ausländischen Silberproduzenten..

http://www.rohstoff-investingnews.de/rohstoffe/...-mexiko-hoehenflug/

Brisantes u. wahres statement über die Misere bei den Juniors, als auch bei den Großen:

"When we know they are running into budget problems, the idea of further strikes and escalating violence is simply piling risk on top of risk.

Even Barrick is hoping to exit Africa as they work to sell  African Barrick Gold Plc to China National Gold.

There are many great junior gold exploration companies in Africa but it is the problems in South Africa, the political instability in many other regions, and decisions like the one we’re seeing with Barrick, that are punishing the juniors and has driven their valuations to painful lows this past year."

Rule - Gold & Silver Spike & The Oil Quote May Skyrocket

http://kingworldnews.com/kingworldnews/...il_Quote_May_Skyrocket.html

u.a. über GoldQuest u.v.a., wie immer lesenswert!

Lawrence Roulston Spots Gold Juniors with Bright Futures

TICKERS: XG; E1R, GQC, KAM, KGN, MRO, NGD, NES, PGS, PVG, RRI, SSL, SGC

Source: Peter Byrne of The Gold Report  (8/22/12)

 In the topsy-turvy gold equities market, it can be difficult to spot junior mining firms capable of delivering substantial pay-offs. In this exclusive interview with The Gold Report, top market analyst and Resource Opportunities newsletter editor Lawrence Roulston identifies undervalued firms from Africa to British Columbia that have high-quality assets, access to development cash, solid management teams and bright futures..

http://www.theaureport.com/pub/na/14178

Scientists develop lithium-ion battery that charges 120 times faster than normal

A group of Korean scientists, working at the Ulsan National Institute of Science and Technology (UNIST), have developed a fast-charge lithium-ion battery that can be recharged 30 to 120 times faster than conventional li-ion batteries. The team believes it can build a battery pack for electric vehicles that can be fully charged in less than a minute..

http://www.extremetech.com/extreme/...es-120-times-faster-than-normal

Dito ;-)

Rockwood Holdings kauft Talison Lithium Ltd.

Apple is worth three times all the gold and silver equities combined

Michael Allan McCrae | August 21, 2012 

Today Apple became the world's most valuable company of all time, which senior Sprott strategist Jon Embry called "preposterous" in an interview with King World News..

http://www.mining.com/...the-gold-and-silver-equities-combined-59163/

Energy junior jumps 15% on asset sale

8/23/2012 12:31:18 PM | Sean Mason 

While a lithium deal made more than a few shareholders happy Thursday

Stockhouse Canadian Small and Micro-cap Stock Report for Thursday, August 23, 2012 

http://www.stockhouse.com/Community-News/2012/Aug/...5--on-asset-sale

Gutes Zeichen für den angeschlagenen Rohstoffsektor und die angespannte Finanzierungslage:

MAG Silver Corp. Confirms C$33.1 Million Private Placement

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 23, 2012) - MAG Silver Corp. (TSX:MAG)(NYSE MKT:MVG)(NYSE Amex:MVG) ("MAG" or the "Company") is pleased to announce that its previously disclosed private placement will be an offering of 3,526,210 common shares at a per share price of C$9.40 (the "Offering") for gross proceeds of approximately C$33.1 million. The common shares will be subject to a four month hold period. The Offering is expected to close on or about September 5, 2012..

http://www.marketwire.com/press-release/...cement-tsx-mag-1693836.htm

Sandstorm Gold, der Star unter den Streaming Companies im Edelmetallsektor, erhöht die jüngste Finanzierung auf eindrucksvolle 130 Millionen USD. Ein Zeichen dafür, dass Rohstoffunternehmen wieder an signifikante Summen kommen. Auch wenn Sandstorm die Konkurrenz weit hinter sich gelassen hat..

Sandstorm Gold Announces Increased Bought Deal Financing to CDN $130 Million

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 23, 2012) -

Sandstorm Gold Ltd. ("Sandstorm" or the "Company") (TSX VENTURE:SSL)(NYSE MKT:SAND)(NYSE Amex:SAND) is pleased to announce that it has increased its previously announced bought deal financing from Cdn $75 million to Cdn $130 million. Lead underwriter Cormark Securities Inc. along with National Bank Financial Inc., Paradigm Capital Inc., BMO Capital Markets Inc., Casimir Capital Ltd., Canaccord Genuity Corp. and TD Securities Inc. have agreed to purchase, on a bought deal basis, 13,050,000 units (the "Units") at a price of Cdn $10.00 per Unit for gross proceeds to the Company of approximately Cdn $130 million (the "Offering")..

http://www.marketwire.com/press-release/...sx-venture-ssl-1693852.htm

Gold Demand Trends Q2 2012 

http://www.gold.org/download/get/pub_archive/pdf/GDT_Q2_2012.pdf

Dazu der passende comment von SGB:

Gold Supply-Crisis Looms?

The World Gold Council recently released its second quarter statistics on gold “demand and supply trends”. For those not familiar with the WGC, it is an “industry trade group” composed of large-cap gold miners who love bankers..

http://silvergoldbull.com/blog/...sis-gold-supply-crisis-looms/ 

Peru suspends Newmont's Minas Congas copper-gold project

24 Aug 2012 u | By Dorothy Kosich

With the suspension and likely cancellation of the Minas Conga project, Newmont is about to lose its goal of achieving 7 million ounces of annual gold production by 2017..

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

Miningboom in Australien (vorerst) beendet?! Es verdichten sich zumindest die Anzeichen, dass dem brisanten Sektor - in einem der rohstoffreichsten Länder der Welt - ein heftiger Abschwung bevorsteht. Ein Warnsignal für die gesamte Branche? 

Australian resource minister declares mining boom over

Australia's minister for resources and energy has declared that the country's mining boom has come to an end in the wake of BHP Biliton's (ASX:BHP) decision to mothball AUD30 billion in expansion plans..

http://www.mining.com/...ce-minister-declares-mining-boom-over-44289/

"Mining analysts are now suggesting that the official collapse of the $5 billion Minas Conga copper and gold mine means the project is effectively dead.  The joint venture between Newmont and Peru's Buenaventura and the World Bank would have been one of the largest investments in Peru's history and the loss of the project may seriously impair Peru's reputation as a pro-mining nation.."