Yamana Gold Inc. (AUY)

All Comments on AUY

  • commenter
    fxtrader07
    Aug 20 06:01 AM
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    Dear Bill, the Gold and silver markets are absolutely manipulated. I know you dismiss it and don'
    t wat to hear and talk about it - but they are, plain to see for evberyone who cares to really look at them. Surprisingly, for all your talk about the manipulative practices of the HB&B you go out of your way to dismiss the same manipulation in the much smaller, much tighter controled by the HB&B and hence much easier to manipulate precious metals markets. gop figure, something doesn't add up here.
    @Georealist: I disagree with a couple of Mark's points but, he does some really thorough research and some of his observations are spot on. You, on the other hand, argue with bias and opinion, but very light on facts. The comes futures markets have almost ZERO relationship with real physical demand for gold, silver and palladium. Any major bullion bank can hammer and lift prices there at will - even more so if they compine theiur efforts, what they very often do.
    or are you to tell me that all of a sudden, one August afternoon real demand for gold and silver fell so sharply to warrant a 30% haircut in prices? LOL!
    btw, real silver dealers report very long delays in delivery, the us mint has suspended to issue silver coins(!!) the perth mint has hude tzime lags delivering silver to clients that supposedly had all been stored already - go figure.     Reply
  • commenter
    User 245744
    Aug 19 05:46 PM
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    I have heard that both IAMGOLD (IAG) and Aurelian Resources (AUREF) (gold mining companies) are extremely good companies that have little debt, good gold mining projects, and alot of capital in the bank. Even though they have gone down the past few weeks, they are beginning to go up again and will reach extremely big highs in the next few months. Reply
  • commenter
    Georealist
    Aug 19 05:36 PM
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    Of course Mark Anthony is incorrect as usual. Physical platinum has been falling because of sever restructuring of PGM expected use industrially. Platinum and palladium are still overwhelmingly not investment of jewelry driven markets.
    IF...supplies were tight and demand was level we wouldNOT have seen a 43% drop in palladium and a like drop in Platinum.
    Why Mr. Anthony has a website is beyond me...his Alpha articles are scattered and largely incomprehensible..and he doesn't seem to understand metal market basics.
    I'd also argue with Mr. Cara that what we are seeing could even remotely be seen as a dollar bull. It's...if anything..a response to Euro slamming..the US dollar will get over this short lived reflexive move up soon..and resume it's very long forward looking slide. Uranium..silver (especially) and palladium have great upside potential after a very brief levelling period...October/Nov sounds about right.     Reply
  • commenter
    phinsuntanni
    ng
    Aug 19 03:39 PM
    My Website
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    ETF Securities said on Monday the amount of platinum it holds to back its Physical Platinum PHPT.L exchange-traded commodity fell 30 percent in the week to Aug 17. The ETC is now backed by 218,165 ounces of metal, its lowest point since February 5 and some 46 percent below the all-time high of 407,000 ounces it hit in early July.
    In consequense someone is buying the physical thing and those poor
    PHPT.L holders are getting a useless piece of paper. No wonder all these ETFs are dying, the metal is going somewhere else...
    Reply
  • commenter
    gigem77
    Aug 19 02:13 PM
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    The dollar rally is the result of a large short position unwinding. The sharp correction in some commodities is likewise a technical event. It is logically incorrect to extrapolate the short term unwinding of trades into a dollar "bull" market.

    The dollar is attached firmly to the continued crap out in the financial sector. FNM and FRE are headed for government takeover and their shares will go to zero. Will LEH fail? WM? When the FDIC needs more money, what will the effect be on the dollar?

    Reply
  • commenter
    Frankfurt/He
    ssen
    Aug 19 02:05 PM
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    When Platinum was trading in 1998 at 500$ range nobody looked at it,now at 1200$ there are many who are interested.
    Same is with gold/silver and anything else.
    On who waits to be in the wave on the bottom or short on the top,gets older by 10 years at least,I am trading in and out and make a super good living in high end part of Frankfurt,last weeks profits will buy me a Rolex Daytona gold,I didn't got older while living with the markets and waiting for miracles,I embrace reality and make small profits here and there,my losses are even smaller but in the end of the month it all adds,while you will be talking forever whether it is a bull or a beart,I will make my money on a trading ranges,let the market decide the direction I will adjust to any new reality.     Reply
  • commenter
    John Apodaca
    Aug 19 01:44 PM
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    Very true Mark. However, these things run on perception much more than fact in the short-term. Reply
  • commenter
    Mark Anthony
    Aug 19 01:29 PM
    My Website
    No Renewed Bull Phase for Metals Miners Just Yet [view article]
    Bill:

    One thing you should pay attention to is not just the massive physical metal redemption request of the ETF Securities platinum fund, but also the fact that the actual trade volume of the shares are way much lighter than the redemption requests. So the redemptions of the physical platinum metal are NOT investment funds unloading, but rather they must be industry users who hold shares tender the shares to redeem for the physical metal.

    Another thing is on August 7th, the US government suspended sales of platinum from the defense strategic stockpile inventory. This is something that never happened before in 20+ some years since the end of the Cold War. You must understand that platinum is a critical war time material. Read this for the discussion:

    seekingalpha.com/artic...
    Reply
  • commenter
    Norman
    Lepoff, M.D.
    Aug 19 09:59 AM
    Value Investing: Going for the Gold (and Silver) [view article]
    LMC was a Cramer pick at 12 and the author liked it at 6. Now it is 4.5. Reply
  • commenter
    Tavares
    Aug 14 03:01 PM
    Chart: Gold Stocks - Annual Revenue Growth [view article]
    This information has dust on it Reply
  • commenter
    janbue03
    Aug 10 09:08 PM
    Minefields in LatAm: Dodging Political Pitfalls [view article]
    Esquel is a beautifull place with a skying resort ,13 lakes ,millenium forests on a wonderfull National park. It is totally logic for them to ban a mining project .They don´t need it and they are right not to risk this unique environment for the profit of some mining company .
    They simply exploit their natural resources with safe industries as is turism.     Reply
  • commenter
    marc822
    Aug 09 10:13 PM
    Chart: Gold Stocks - Annual Revenue Growth [view article]
    This information is 2+ years out of date. Reply
  • commenter
    rawgreed
    Aug 09 06:00 AM
    My Website
    Value Investing: Going for the Gold (and Silver) [view article]
    To Marc, I consider LMC a tremendous value at under $5. Considering the negative sentiment surrounding mining stocks I wouldn't be surprised to see further downside below $4. The Lundin family has a stellar record developing natural resource projects and they are large shareholders in Lundin Mining. The Lundin family has incentive to improve the share price. I believe the Congo project, with increased cost estimates, is weighing down on LMC. Freeport has agreed to finance any overruns in the cost estimate originally given to Lundin Mining at favorable terms.

    As far as CDE, I believe the stock is a favorite of precious metals shorts. CDE is prone to heavy volatility. If you hold onto your believe that silver is in a long-term uptrend, CDE is a great place to be given that they are poised to be one of the largest silver miners in the world. Bolivia is being developed at a timely pace and the performance of CDE is centered around the short-term fall in silver prices.

    I've posted more detailed analysis in the past about LMC and CDE on my blog.

    Cheers.

    Reply
  • commenter
    rawgreed
    Aug 09 05:48 AM
    My Website
    Value Investing: Going for the Gold (and Silver) [view article]
    Dear All,

    I didn't republish the article on my blog.

    Best,

    Andy     Reply
  • commenter
    iman
    Aug 08 10:29 AM
    My Website
    Chart: Gold Stocks - Annual Revenue Growth [view article]
    2004 vs 2005? Reply

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