gold + silver show (2 days), munich 2013

the next munich precious metals show edelmetalmesse is over. we have had two great days with many many wonderful presentations, mining companies, coin dealers, newsletter writers, hostesses and the like. but to be honest, the state of the gold + silver + commodity markets is very very bad. the share price of many many mining companies is today below the 2008 panic lows and many junior mining companies and/or explorer will probably go bankrupt in the next few months. just to give you one number, this year there were 70 mining companies less than last year ...

unfortunately, the world controlling fiat money system is still so strong and honest money systems (local systems, bitcoins, gold / commodity / working hour / etc covered monetary systems and the like) are still so unimportant and thus (among others) a fair peaceful world still so far away ... so sad if you asked me :-( anyway, go gold bugs go and let's crash the fraudulent fiat money system :-)

2 x dirk müller aka mr. dax

 

 chris berry (just sign for his free newsletter @ house-mountain :-)

among the coin and bullion dealers were degussa and proaurum the biggest

 where is the german private money? philipp vorndran brought this nice slide ...

 ... and this one as well. looks like chris berry's war east vs. west, doesn't it?

 let's recycle all the gold + silver + other commodities out of our mobile phones

the former slovak parliament president richard sulik. this euro critic annoyed the mighty fiat money mafia for a week as slovakia didn't agreed to some euro rescue package (there was and for some issues maybe there still is the rule that 100% of members have to agree i think). and yes, the reality showed that all that rescue packages for greece didn't worked out: the industrial production, employment, wealth, etc. collapsed badly and even the hope is far away. the european taxpayers paid a lot of money just to rescue few banks who held greek debt :(

the banking lobbyist folker (hellmayer?) hellmeyer from the bremer landesbank (central bank of the german state of bremen) is a gold bug and europe fan on the one hand, on the other hand is he an advocate for state driven thievery of private people's money and its redirection to banks (e.g. in cyprus)

professor thomas ramb spoke a lot about different monetary systems and about the different perspective of private investors and the state ...

the visitors liked the presentations, if you asked me ....

... what do you think?

enjoy few following slides from andreas popp and his wissensmanufaktur. more about their models for a fair world aka 'plan B' here). my dears, do not think the banks are above the state by accident. the money printers rule the mainstream media and it rules the politicians (politics actors). btw that explains also why is at an occupy protest in berlin only the police against the demonstrators  and at an occupy protest in frankfurt the german army bundeswehr plus the police. frankfurt is the centre of power, you know?

 andreas popp

the 5 accounts of national economy ~ die 5 konten der volkswirtschaft ...

... and here a little bit nicer with a link to and with ADDITIONAL MATERIAL about state debt from source: wissensmanufaktur

andreas popp: financial winners and loser in germany the last 20 years. private people as a group are the winners. please do not expect that the average household got 52,000 €uro richer what the average increase per household approximately is. there were few privileged and the most were not. the businesses and the government/state are also among the losers. the state  too? of course, it wouldn't be bankrupt otherwise. if you asked me, only the money printers and their small dirty underlings are the true winners and yes, they belong also to the private household group. not a big surprise as we got already used to privatization of profits and socialization of losses, is it?

 andreas popp

 andreas popp: that's the model for a better world aka 'plan B' 

claus vogt spoke about the big picture in politics + economy + investments

 question asked by silver guru david morgan and the audience many times in the last 2 years ... his answer? not at all and yes, he mentioned that 90% of a price movement often happens in the last 10% of time like e.g. in the last gold+silver rally in 1965 - 1980)

  dietmar siebholz spoke about the political developments in germany + about technology (siebholz + graphene applications by grafoid + focus graphite)

the crazy professor hans bocker about long term value of paper currencies :-)

one of the pretty hostesses. this one represented one bullion dealer company

more pictures here, the official event site here, more insights soon or never :-)

8. resource conference

dark clouds in the resource sky ~ entering the maximilian street, the place 2 be 2day

what a paradox! at a day where my resource-based portfolio hits its performance low since late 2008, the cm-equity guys have organized a noble resource conference in munich's noble hotel vier jahreszeiten (4 seasons), hmmmmm, straaange ...

anyway, what did i like most? prolly the market analysis by chris berry, and yes, the opportunity 2 speak 2 fellow investors and 2 representatives of few of my portfolio's companies ...

btw, there were 6 companies presenting 2day:

• zimtu capital ~ here and there, very talented guys who were able 2 recognire trends like precious metals + potash + rare earths + graphite ahead the curve and on top even able to create or invest in such companies at insider /pre-IPO terms ...
• tembo gold ~ tanzania
• majestic gold ~ china
• western potash ~ canada
• great panther silver ~ mexico, i didnt wait for their presentation ... but bought few more shares ;-)
• gran colombia gold ~ colombia

graphit, gold, potash, china, growth, demographics, TIMBI (turkey, india, mexico, brasil, indonesia), ...

btw, thats why my gold/silver/commodity based portfolio is soooooooo low, the mining stocks are (relatively 2 metal prices) almost cheaper than in crashy 2008, just look at the gold-xau-ratio in this chart. dont ask abt the current level, cos stocks went much deeper 2day again, thus the ratio higher, means even more losses 4 my portfolio, as ive mentioned above ;-(

source: facebook

any conclusion, my dears? yep, gonna sell (part of) my silver bullion and buy gold/silver stocks, which already produce significant cash-flow and thus not gonna need any financing, share dilution or the like :-)

anything else? yep, gonna post few pictures later, promised ;) ... here we go, enjoy the first 5 pictures from cm-equity (source: http://www.ressourcenkonferenz.de/) and also mine own pics:

#1

#2

#3 chris berry 

#4 great panther silver

#5

#6

#7

#8 lets walk a little bit outside and move to my office job later :-)

#9

#10

#11

graphite / graphene

the hottest market sector right now? yep, u got it: graphite / graphene ... it melts at 3,700 degrees celsius :-)

well, maybe there are also other hot sectors out there i do not look at (military, nuclear industry, government bonds, ...), but among my commodity based stuff is graphite the only one which performs well recently. so what are the carbon heroes of my portfolio?

• focus metals / focus graphite
• graphit kropfmühl
• lara explorations
• northern graphite
• SGL carbon
• standard graphite corp 
• strike gold / strike graphite
• zimtu capital

well, standard graphite corp (TSX-V:SGH) was the company which was presented by its CEO, the highly gifted public speaker chris bogart in munich 2day. ive bought few shares (very few) 2 days ago @ CAD 0.61 in order to generate some relationship to its story ... the price 2day? CAD 0.73 with a plus of 13.64% in the early market hours. what the hell is going on? it isnt abt the road-show only? and why did i buy only so few shares? u know why, dont u? of course, i dont really like 2 buy stocks which has tripled in the last few weeks/months, so i just made a small pilot buy and gonna watch this small canadian company from now on.

btw, the main reason ive attended the 2days presentation was dietmar siebholz. folks, thats the guy who called the precious metals rally, the rare earths mania and the graphite madness way before theyve started. so you better listen when dietmar speaks, u see? and yes, his suggestion focus metals from last munichs precious metals show is one of very very few of my stocks which are up since then. imho dietmar is an engineer whos investment approach is often driven by the newest technological developments, so u can be sure the demand for graphite will go up like crazy soon. of course, he told many things where is this stuff going to be used like batteries, green energy, etc and so on. just ask wikipedia, my dear. but if u asked me, we shouldnt ignore the classical lead pencil use case as well. not every blogger blogs via internet like me, there are still many millions paper diary writers out there, arent they? lol

anyway, as long as china cornered the supply side of graphites supply-demand-equation, im not going 2 worry abt any usage of that black lightweight conductive fire resistant metal which looks like plastic 2 me.

what the hell is graphene? some very pure graphite i guess. pls dont ask me any details, u know ive no clue abt technology and i dont care 

source: http://www.standardgraphite.com

any additional insights? coming soon or never :-)

~~~~
folks, thx 2 TecTonics post here (extracted from: Feb 14, 2012 | Posted by: MiningFeeds.com) i can enhance few graphite basics:

Supply and Demand

The natural graphite market is 1-1.2 million tons per year and consists of several different forms of graphite – flake, amorphous and lump. Historical applications primarily use amorphous and lump graphite, most newly emerging technologies and applications use flake graphite. Of the up to 1.2 million tons of graphite that are processed each year just 40% is flake.

China, India and Canada are responsible for most graphite mining and processing with China producing the lion’s share at 70–80%. China’s production is 70% amorphous and lower value small flake graphite.

Currently China imports a significant amount of North Korea’s large flake graphite production raising considerable doubts in regards to China’s abilities to ramp up its graphite supply. Indeed China has already taken steps to retain its graphite resources by restricting its export quota - China imposed a 20% export duty, a 17% VAT and also closed state owned enterprises.

“The days of cheap, abundant graphite from China are over.” Industrial Minerals Magazine May, 2011.

It’s thought that the increased use of lithium-ion batteries could gobble up well over 1.6 Mt of flake graphite per year by 2020 - only flake, upgraded to 99.9% purity and synthetic graphite (made from petroleum coke, a very expensive process) can be used in lithium-ion batteries.

“Annual flake graphite production will have to increase by a factor of six by 2020 to meet incremental lithium carbonate requirements for batteries.” Canaccord research report.
~~~~

damn! if u asked me, this graphite madness is more an advertisement/promotion driven sector than a real supply demand issue ... it is simply too hot 

you still remember all these 'issues': gold, silver, solar/wind energy, uranium, oil, wheat, base metals, potash, lithium, rare earths, ... of course, there is some need for the stuff, but the promotion machinery runs the prices up like crazy and some time later they fell by 50%-80% ... hmmmm, this could be an exit strategy game, isnt it?

folks, next 'prove' that the graphite market is too hot? there is not enough independent information out there! the most media just copies the 1 or 2 existing analyses all over the web / print media, even the pictures are often the same (e.g. projected demand) ... OMG 

btw, if you are interested in some future hot market, you should prolly consider VANADIUM. of course, its also used in batteries, but dietmar siebholz thought that the techn. research isnt that far yet to already proven that this technology would really work fine