Friday, November 18, 2016

sibanye - we are one

sibanye gold? an unknown company with over 100 years of history? yes, both. 
sibanye gold limited is a south african mining company created in 11/2012 and listed in 2013 at the london + new york stock exchanges, after gold fields (which was founded in 1887) unbundled its south african mining activities and the old gold mines Kloof, Driefontein and Beatrix in the west Witwatersrand Basin (West Wits) as well as various service companies became part of sibanye gold limited.

well, i've enjoyed the presentation by CEO neal froneman in munich presented by jochen staiger's SRC (swiss resource capital)
sibanye means 'we are one' in the isiXhosa language
source of both pictures: company website

few key notes about sibanye:
  • 9th biggest gold producer in the world with 1.5 million ounces yearly production
  • 5th biggest PGM producer (platinum group metals: platinum + palladium) after acquisition of aquarius platinum limited. with the newly acquired rustenburg platinum mine probably soon the 4th largest PGM producer
  • because of 100+ years of underground mining, the current deep is approx. 4 km, but with modern mining methods there is also more stuff not that deep
  • approx. 5% yearly dividend
  • current market cap 2.14 billion USD
  • huge employer in south africa with approx. 60,000 employees
  • responsible, safe and sustainable operations with good relationships to trade unions and local communities, which is not only nice but also needed for successful operations in south africa :-)
  • for me it seems to be stock which i really can 'buy and hold' for long, long, time 
  • etc.
more coming soon or never :-)

Wednesday, November 9, 2016

good luck, donald trump ~ TrumpTheEstablishment

if trump remembers his own words while president, so it is going to be good for america and the world, isn't it? let's hope it for now :-)
=> welcome back to anti-war and against torture & spying..... and for protection of civil liberties => let's #TrumpTheEstablishment. good luck, donald ­čŹÇ

made this speech trump president?

and yes, let's hope trump will not forget his pre-election agenda as obama did 8 years ago ... anyway, russia please watch out ...


Friday, November 4, 2016

edelmetallmesse 2016

next edelmetallmesse (precious metals fair) aka gold + silver show took place in munich again :-)

well, there were many interesting presentations about the financial and geopolitical situation in the the world as gold investments (silver investments ditto) have much to do with difficult times like the ours: shaky peace + dwindling freedom + undemocratic acting governments in the society we live in => many speakers told we should protest in the streets (as i already do every monday), so let's CRASH the SYSTEM; my dears or at least let's protect ourselves against the growing NWO ...
of course, there were also few chart analysis & pure price prediction presentations which i didn't visit at all.
erich hambach ~ let's inform the ignorant mainstream people about the presumable problems in our society 
  matthias weik & marc friedrich
 thomas bachheimer
 thomas bachheimer
 thorsten schulte (silberjunge)
david morgan ~ the curve of mania
max otte ~ suggestion for current investment strategy
folker hellmeyer, bremer landesbank ~ a brilliant public speaker and smart pro-european (political) economist
the conference room in the public transport museum (MVG museum, m├╝nchen)
electric cars need a lot of copper, you know? tesla showed by gianni kovacevic's copper bank 

i've got a nice dividend from my dear endeavour silver miners, a silver coin similar to this one:
source: here (2010)

the very good presentations i've attended at day #1. of course, i have left bad / boring presentations immediately :-)
  • erich hambach
  • volker schnabel (mack & weise verm├Âgensverwaltung)
  • matthias weik & marc friedrich
  • dietmar siebholz started with some problems in germany, but later he just promoted gianni kovacevic's copper bank
  • thomas bachheimer
  • thorsten schulte (silberjunge)
day #2:
  • claus vogt, krisensicher investieren
  • david morgan, the morgan report
  • peter denk (only 20 minutes)
  • prof. max otte
  • bill holter
  • excellon resources inc. ~ silver producer ~ one of the oldest positions in my commodity oriented portfolio
  • folker hellmeyer, bremer landesbank ~ a brilliant public speaker and smart pro-european (political) economist

well, i've increased my commodity stocks positions as well and i'm going to buy bought few more on monday mostly at market opening in USA/CANADA in a sharp declining commodity market. gold + silver were down a lot and USD was up in the european markets => thus many of my limit orders were filled at a lower level then specified by me on sunday ~ 1 EUR = 1.477 CAD; 1 EUR = 1.103 USD => good luck, my sweet portfolio warriors :-):
  • excellon resources @CAD 1.94 => they are going to double production and to cut in half the costs in Q1/2017
  • vista gold @ USD 1.05 => i just had few USD from dividends left in my CAD based account, so i've slightly increased one of my few USD positions
  • first mining finance @ CAD 0.79 => keith neumeyer, the CEO of my single biggest stock position first majestic silver, started the company to take advantage of crashed prices for exploration properties and wants to wait to sell them later as the markets improve. let's wait with him ;o)
  • first majestic silver @ CAD 10.76 ~ my single biggest position ~ existing position increased
  • bhp billiton (ADRs @ USD 35.11 ~ existing position increased
  • endeavour silver @ CAD 6.27 ~ existing position increased
  • great panther silver @ CAD 1.80 ~ existing position increased
  • international tower hill mines @ CAD 0.99 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • spanish mountain gold @ CAD 0.14 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • nickel one @ CAD 0.075 ~ new position opened because of talks with CEO at the fair
  • pretium resources @ CAD 12.99 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • orex minerals @ CAD 0.465 ~ existing position increased
  • south32 @ USD 9.61~ existing position increased ~ south32 is a subsidiary of bhp billiton for the southern hemisphere
  • victoria gold @ CAD 0.6 ~ existing position increased
  • exeter resource @CAD 1.55 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • 92 resources ~ lithium in Northwest Territories, canada ~ existing position increased
  • zimtu capital @ CAD 0.19 ~ existing position increased
more pictures / slides here

link to last year's event: edelmetallmesse 2015

Tuesday, November 1, 2016

dear mother ...

well, my mother is quite ill (alzheimer disease) and thus i try to visit her in slovakia as often as possible ... thanks goodness, she lives at my youngest brother's place in bratislava now. it is not only much, much better for her than staying alone in kosice, but also easier for me to reach them from munich :-)
well, i'm trying to sort my thoughts and to say something to my mother, but i do not think she is ready to listen / understand it as she is still captured in a situation which broke her vital energy some 10 or 15 years ago. dear mother, why can't you stop crying about the past and start to look forward? there is so much life in front of you which you could enjoy, but you are still looking back and not willing to drop the past where it belongs. relationships sometimes break apart, so what? no matter how hard it is for you what happened, you can't change the past. but you could change your perspective, couldn't you?
 ... more coming soon or never ... please find a great guidance for help to alzheimer patients by vera f. birkenbihl in her 13 minutes video (in german) at the very end of this blog post
bratislava, danube river park
bratislava castle
you can't stop the time or ignore reality, dear mother ... avoiding pictures doesn't help either :)
old meets young; the youngest gruber => OLIVER
we have many muslim refugees in munich now, let's learn about their background
mikulassky cintorin is an old german cemetery in bratislava, SK
river danube, bratislava
welcome to eastern slovakia:
pictures from the ukrainian artist curej (churey / tschurej)
the ukrainian church in smolnik was built by tschernobyl / chernobyl refugees
the evangelic church in smolnik
catholic church einsiedel / mnisek nad hnilcom ... anyway, my family was evangelic
R.I.P grandpa + grandma

back to my roots, the city of kosice / kassa / kaschau
bell tower (urbanova veza) is a museum today. i have never seen this chapel opened in my whole life because of reconstruction before, but now:
this tower used to be my home the first 19 years of my life :-)
our next visit in bratislava, december 2016:
 ice skating with viki
 the blue church
christmas market 
my sweety and the alchemyst know a lot about happiness, don't they?
btw, so true and so difficult to apply ­čśâ
more slovakia pictures: here

vera f. birkenbihl - wie hilft man ganz einfach und wirkungsvoll alzheimer geplagten? anti-alzheinmer und anti-altenheimer hilfe :-)

i'm so sorry for so much disappointment + loneliness you have encountered in your old age, my dear mother ... it counts probably for big part of your today's problems (reference opinion: harvard longtime study what makes us healthe & happy)