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Tópico do OURO e da PRATA

Iniciado por Paciente, Junho 02, 2005, 15:48

Tópico anterior - Tópico seguinte

Paciente

#1020
Grande fecho do OURO na COMEX.

Fechou nos $619,10, uma subida de 12,30 dólares (+2,03%). A resistência foi quebrada sem apelo nem agravo.

Nos futuros da CBOT, que continuam a negociar, o OURO já cotou nos $621,6 e neste momento está nos $621,1.

A PRATA também esteve em bom plano com um fecho na COMEX nos $12,48 (+1,71%). Mas não quebrou a LTD no gráfico dos futuros DEZ06. Entretanto, na CBOT, está a cotar nos $12,55 em cima dessa resistência.

Uma vez mais as acções do sector não estão a corresponder ao comportamento dos metais, estando longe dos máximos intradiários alcançados no início da sessão.

Hoje assistiu-se à mesma manobra de ontem com o Crude. A sua cotação foi induzida em baixa com o intuito de afectar a cotação do OURO. A certa altura parecia que estava a resultar mas surgiram imediatamente grandes compras no metal dourado. Em consequência de mais esta manipulação falhada, o Crude voltou aos ganhos e nesta altura é isso que está a empurrar o OURO ainda mais para cima. eu diria que "o feitiço virou-se contra o feiticeiro"

Faltam 2 dias para o final da semana. Será que vamos continuar com estas cenas até sexta-feira? É que é tão evidente que já não parece resultar.

"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

CABO_Y

Paci,

realmente ter-te aqui é um luxo q n imaginas  ;D

Essa subscrição pelo q li vai empatar o titulo nesta primeira semana de Novembro.
Lançando titulos novos no mercado, dá a ideia q vai ficar a marinar uns tempos.

Da IVN, alguma explicação para o dobrar da cotação?

abraço
"Gostava de morrer durante o sono, como o meu avô... E não aos
gritos, desesperado, como os passageiros da camioneta que ele conduzia!"

"Girafas?? Vão para a neve?? Na neve não há aTUM!!!"

Temos a sua nova casa!
Visite-nos em www.prediargus.com

Paciente

Boas CABO_Y,

Quanto à IVN a razão da sua subida fulgurante foi a notícia do passado dia 18 de Outubro sobre a parceria estratégica com a australiana Rio Tinto.

Podes ver aqui todos os pormenores desta parceria:


Ivanhoe Mines and Rio Tinto Form Strategic Partnership to Develop Mongolian Copper-Gold Resources

Wednesday October 18, 7:51 am ET


Rio Tinto to Make a Staged Investment of Up to US$1.5 Billion in Ivanhoe Mines to Fund Construction of the Oyu Tolgoi Mining Complex


LONDON, ENGLAND and ULAANBAATAR, MONGOLIA--(MARKET WIRE)--Oct 18, 2006 -- Robert Friedland, founder and Chairman of Ivanhoe Mines, and John Macken, Ivanhoe's President and CEO, announced today that world mining leader Rio Tinto has agreed to form a strategic partnership by investing in Ivanhoe and, through an Ivanhoe-Rio Tinto Technical Committee, will jointly engineer, construct and operate Ivanhoe's Oyu Tolgoi copper-gold mining complex in Mongolia's South Gobi region. The agreement creates a defined path for Rio Tinto to become the largest shareholder in Ivanhoe Mines.

Provisions of the agreement between Ivanhoe Mines (TSX:IVN.TO - News)(NYSE:IVN - News)(NYSE:IVN - News) and London-based Rio Tinto (NYSE:RTP - News)(LSX: RIO)(Australia:RIO.AX - News) require Rio Tinto to make an immediate investment in the equity of Ivanhoe Mines of approximately US$303 million (CDN$345 million), an amount that will increase, under defined conditions, to up to approximately US$1.5 billion (CDN$1.7 billion).

"This partnership with Rio Tinto is the most significant strategic step in Ivanhoe's 13-year history," Mr. Friedland said.

"We have long believed that the right partnership would bring important benefits to the Oyu Tolgoi project, the people of the South Gobi region and all of Mongolia. We said in a formal statement three years ago that Ivanhoe was evaluating strategic partnerships with qualified companies that had relevant experience and resources to help ensure completion of a successful mining complex at Oyu Tolgoi. Today's announcement marks the realization of that vision."

Tom Albanese, Rio Tinto Director, Group Resources, who will be joining the Ivanhoe board of directors as part of this transaction, said today: "Rio Tinto is pleased to be able to gain an interest in the world's largest undeveloped copper-gold resource and to be able to bring its world-class operating and technical capability to the Oyu Tolgoi project. We also look forward to taking part in negotiations with the Mongolian Government in the near future on the long-term Investment Agreement for the project."

Rio Tinto's investment will be structured in the following stages:

- Rio Tinto immediately will take up an initial private placement of 37.1 million Ivanhoe shares at a price of US$8.18 (CDN$9.31), representing a premium of 30% to Ivanhoe's 20-day moving-average share price of US$6.29. The premium to the closing price on October 17, 2006, is 25%. This investment will give Rio Tinto 9.95% of Ivanhoe Mines' issued share capital as enlarged by the placement, for a total investment of US$303 million (CDN$345 million). Consequently, Ivanhoe's cash position will exceed US$400 million.

- Rio Tinto will take up a second tranche private placement following the satisfactory conclusion of an Investment Agreement between Ivanhoe and the Mongolian Government. Rio Tinto has the option to exercise the second tranche earlier. This second tranche will consist of 46.3 million shares at a subscription price of US$8.38 (CDN$9.54), giving total proceeds to Ivanhoe of a further US$388 million (CDN$442 million). The subscription price represents a 33% premium to Ivanhoe's 20-day moving-average share price of US$6.29, and 28% to the closing price on October 17, 2006. Together, these two placements, and an additional top-up right, will give Rio Tinto up to 19.9% of Ivanhoe's enlarged issued share capital for a total combined investment of at least US$691 million (CDN$787 million).

- In addition to the private placements, Rio Tinto also will be granted non-transferable warrants over approximately 92 million Ivanhoe shares - in two equal tranches of approximately 46 million shares - at various exercise prices. When exercised, the warrants will result in additional funds to Ivanhoe of up to US$808 million (CDN$920 million) that, when combined with the private placements, will total approximately US$1.5 billion (CDN$1.7 billion). These warrants entitle Rio Tinto to increase its interest in Ivanhoe to up to 33.35% of the company's fully diluted share capital. Exercise of the warrants is conditional on the approval of Ivanhoe shareholders at an extraordinary general meeting to be convened in the near future.

Ivanhoe has agreed to use at least 90% of the proceeds received from Rio Tinto to finance the development of Oyu Tolgoi.

Completion of this transaction is subject to receipt of all necessary regulatory approvals.

Rio Tinto's broad experience with best industry practices to benefit Mongolia

Mr. Friedland said that the Ivanhoe board of directors recognized that Rio Tinto's corporate leadership in mining and sustainable development, with the Group's international investment origins in British and Australian business going back more than 100 years, will bring worldwide attention to the development of Mongolia as a democratic and rapidly developing Asian economy.

"Today, Rio Tinto and Ivanhoe are committing to the continued application of best industry practices at Oyu Tolgoi, which is bringing thousands of new jobs, social benefits and sound environmental management to Mongolia, delivering on the South Gobi region's economic promise while respecting long-established cultural values and supporting local communities."

The partnership agreement also provides that Ivanhoe and the Mongolian Government will have access to Rio Tinto's expertise in developing and operating world-class mines.

In addition, Rio Tinto immediately will join Ivanhoe in current talks with the Mongolian Government for a long-term Investment Agreement that will confirm a tax, legal and fiscal framework for the development of the Oyu Tolgoi project. A working group of government officials was appointed last month to work with Ivanhoe and prepare a draft Investment Agreement to be submitted for cabinet consideration.

Mr. Friedland said that several of the world's largest mining companies had initiated discussions with Ivanhoe on partnership proposals in recent years.

"Our board of directors selected Rio Tinto for its technical expertise and its industry-leading experience in underground block caving, as well as its broad experience in coal mining and marketing.

"Our agreement with Rio Tinto greatly strengthens our development team. With Rio Tinto becoming an important, and possibly the largest, shareholder of Ivanhoe, we have taken a major step toward completing the company's emergence as one of the world's leading producers of copper and gold," Mr. Friedland added.

Mine builders working together again

Mr. Macken said that Rio Tinto is one of the most experienced companies in the engineering, design, construction and operation of underground block caves - the advanced mining method that will be used to recover the world-class copper-gold resource from the Hugo Dummett Deposit at Oyu Tolgoi.

"I am looking forward to being closely associated again with Rio Tinto and the same team that I worked with when developing the Deep Ore Zone block-cave mine at Indonesia's Grasberg joint-venture complex, currently the largest copper-gold mine in the world, where I was formerly general manager and a member of the Joint Operating Committee. Rio Tinto also is an owner and member of the operating committee of Escondida in Chile, the world's largest copper mine.

"The partnership between Rio Tinto and Ivanhoe will help to propel Oyu Tolgoi into the ranks of the world's greatest mines, such as Grasberg and Escondida, to the benefit of Mongolia and its people - and the international shareholders of Ivanhoe and Rio Tinto."

Joint Technical Committee established to manage Oyu Tolgoi Project

As part of their agreement, Rio Tinto and Ivanhoe have agreed to cooperate on the construction and operation of Oyu Tolgoi.

In particular:

- Rio Tinto and Ivanhoe immediately will establish a Technical Committee to manage all aspects of the engineering, construction, development and operation of the Oyu Tolgoi complex. The Technical Committee will consist of two members from Ivanhoe, two members from Rio Tinto and a fifth member who will act as committee chairman and senior manager of the Oyu Tolgoi project.

- Mr. Macken, Ivanhoe President and CEO, will serve as Technical Committee chairman and senior project manager for the first five years as the project ramps up to full production. During this period, unanimous consent of all Technical Committee members will be required for certain specified decisions, including acquisitions, budgetary commitments exceeding US$100 million and material amendments to the long-term Oyu Tolgoi mine plan. After five years, Rio Tinto will have the right to appoint the subsequent chairman.

- Rio Tinto will make available, at cost during the first five years, its engineering, mining and metallurgical staff to assist Ivanhoe in the mine planning, engineering, design and construction of the Oyu Tolgoi project. In consultation with the Technical Committee, Rio Tinto also will second appropriate employees to the Oyu Tolgoi project, as required.

Tom Albanese to serve as first Rio Tinto appointee to Ivanhoe board of directors

As part of the private placement agreement, Rio Tinto will nominate directors to the Ivanhoe board in proportion to Rio Tinto's holding of Ivanhoe's issued share capital. Following the first private placement, Rio Tinto will nominate one director.

Rio Tinto's first appointee to the Ivanhoe board is Tom Albanese, Director, Group Resources, and head of Exploration. He was formerly Rio Tinto's chief executive in charge of its copper operations.

Mr. Albanese said Rio Tinto believes that Oyu Tolgoi will be an important project for Mongolia, its economy and its people.

"Wherever we operate in the world, Rio Tinto employs the same high standards of health, safety, environmental performance and community practice.

"The Oyu Tolgoi project will represent a major investment in the country. It will result in increased local employment, the development of important infrastructure in the South Gobi region and can become a catalyst for regional social and economic development."

The private placement agreement requires that when Rio Tinto is entitled to nominate more than one director, half of the company's nominees will be Independent Directors as defined under applicable securities laws to continue to maintain the highest standards of Canadian and US corporate governance practices.

Warrants details and placement conditions

- The warrants will be issued in two equal parallel tranches, each entitling Rio Tinto to purchase up to approximately 46 million newly issued common shares in Ivanhoe. The first tranche, Tranche A, will be exercisable from the date that shareholder approval is obtained for a period ending 12 months after the date of satisfactory completion of the Mongolian Investment Agreement for Oyu Tolgoi. Tranche A will have an exercise price of US$8.38 (CDN$9.54) if exercised before the date six months after the completion of the Mongolian Investment Agreement and US$8.54 (CDN$9.72) if exercised after that date.

- The second tranche, Tranche B, will be exercisable from the date that shareholder approval is obtained for a period ending 24 months after the date of satisfactory completion of the Mongolian Investment Agreement for Oyu Tolgoi, at a price beginning at US$8.38 (CDN$9.54) and increasing at six-month intervals after the completion of the Mongolian Investment Agreement to US$8.54 (CDN$9.72), US$8.88 (CDN$10.11) and US$9.02 (CDN$10.26) per share. If fully exercised, the two warrant tranches will result in proceeds to Ivanhoe of between US$771 million and US$808 million (CDN$878 million and CDN$920 million), depending upon the timing of their exercise.

- Ivanhoe will seek the approval of its shareholders as soon as possible. The warrants will be cancelled if they do not receive shareholder approval. Mr. Friedland has undertaken to vote in favour of all shareholder resolutions envisaged by the private placement agreement, including the validity of the warrants.

- Rio Tinto will be entitled to exercise pre-emptive rights to enable Rio Tinto to participate in future issues of Ivanhoe common shares, or securities convertible into common shares, to maintain its percentage shareholding interest in Ivanhoe.

- Ivanhoe has previously announced that it is restructuring the company to enhance asset value for shareholders and generate capital for the development of Oyu Tolgoi and its core Mongolian assets. As part of this restructuring, and as a condition of this transaction, Ivanhoe is negotiating the divestiture of its joint venture interest in the Monywa Copper Project in Myanmar.

Standstill agreement

For a period of five years following closing of the first private placement, Rio Tinto will not be able to acquire more than an additional 6.65% of the issued share capital of Ivanhoe in open market transactions. For greater clarity, including the potential exercise of all warrants issued to Rio Tinto, Rio Tinto shall not exceed an aggregate holding of 40% of the issued share capital of Ivanhoe for five years.

These restrictions on share purchases may be waived with prior agreement from the Ivanhoe board of directors and will not apply in the event that Rio Tinto exercises a right of first refusal to purchase any shares Mr. Friedland might choose to sell to any party other than institutional shareholders during the five-year period. Mr. Friedland, who has continued to hold all of his Ivanhoe shares for the past 13 years, has stated that he has no intention of selling shares. The restriction on share purchases will be waived if a third party announces a takeover offer for Ivanhoe Mines.
"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

Semitela

  Ola a todos , este topico está-se a revelar muito oportuno pela valorizaçao do ditos.

  Oh paciente , o target no curto prazo ,situa-se nos 635 nao é ?

Passando uma pequena resistencia na casa dos 620-622, vamos caminhar para os 635.

Os 650 só mais tarde a teu ver ?

Ou antes do final do Ano?

O que dava jeito era uma continua fraqueza do dolar e uma subida do petroleo a acompanhar a procura fisica, mas estou a ser idealista de mais!!! ;D ;D ;D


Abraços , entreguem-se ao metal amarelo, que ele encarega-se de vos proteger ;D ;D ;D

Semitela

 E sexta-feira está aí :


Os dados de criaçao de emprego poderao ter um grande impacto na cotaçao do dolar e por consequencia na do OURO.

Tudo vai depender da magnitude desse numero.  Se fôr um nº entre 110 mil e 130mil, acredito que o dolar valorize mas de forma calma ,talvez para o patamar 1,273-1,274.    Mas se fôr um nº inferior ou superior a esse intervalo acredito que haja grandes mexidas quer no dolar ,quer no OURO.


O que acham???    Claro que é só no curto prazo, mas pode infuenciar muito a cotaçao ( na ordem de 10 a 20 $-se fora do intervalo)


Paciente , se conseguires ler antes das 13h30 de Sexta, podias pronunciar-te.

Abraços

Paciente

Caro Semitela,

O target no curto prazo é a zona dos $640 - $650.

Na minha opinião, no final do ano os $650 terão sido claramente excedidos. O meu target (conservador) para o fim de 2006 situa-se entre os $680 - $700. Mas considero que estão criadas as condições para assistirmos a novos máximos no metal.

Quanto aos dados económicos que saem hoje eu não daria grande importância aos mesmos (no contexto deste actual movimento ascendente no OURO). No entanto, O OURO poderá ser afectado negativamente no caso dos dados do emprego serem de bom nível. Isto porque esse facto deverá ser aproveitado como pretexto para atacar a cotação do metal num dia que marca o fecho da última semana antes da eleições. Os últimos dados económicos têm sido todos muito maus e revelam um claro abrandamento da economia norte-americana. O PIB de 1,6% foi claramente um choque para os Bulls no USD e, segundo alguns analistas, esse valor poderá ser revisto em baixa.

Por outro lado, este movimento no OURO já vai com cerca de 50 dólares de valorização (desde que concluiu o ombro direito do H&S invertido). É natural que aconteça alguma retracção mas tenho dúvidas de seja de grande amplitude dadas as condicionantes do mercado (estrutura do COT).

O importante é que o breakout está feito. Ontem a PRATA finalmente quebrou a sua LTd (no gráfico dos futuros DEZ06) o que vem dar mais credibilidade ao breakout no OURO. Como tal, qualquer retracção no metal é para ser comprada. Um retest à zona dos $605 - $612 é uma possibilidade que, a acontecer, deve ser aproveitada para alongar.

Eu não me centraria muito no curto prazo. Agora é altura de pensar num prazo mais alargado. Um fecho semanal acima dos $620 seria muito bom.


Abraço






"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

Piloto

Tivemos outra vez a mão marota a funcionar a perto das nossas 13:30 foi ver a cotação do Ouro e da Prata a deslizar por ai abaixo mas mais uma vez tivemos a recuperação com ambos os metais a voltarem para terreno positivo demonstrando uma grande força ;)
Abraço
JPaulo

Doc

Eu venho só acrescentar que a Prata, ao ultrapassar os 13.28, poderá estar a activar um duplo fundo (10,45-46).  Target cerca de 16.10.
Cumprimentos,
Doc

Paciente

Kinross Gold announces acquisition of Bema Gold

Monday November 6, 10:44 am ET 

US$3.1 billion transaction aligns with Kinross' four point strategy, expands reserve base and creates shareholder value


TORONTO and VANCOUVER, Nov. 6 /PRNewswire-FirstCall/ - Kinross Gold Corporation ("Kinross") (TSX: K, NYSE: KGC) and Bema Gold Corporation ("Bema") (TSX/NYSE: BGO, AIM: BAU) are pleased to announce that their Boards of Directors have unanimously approved Kinross' acquisition of Bema in a US$3.1 billion transaction to create a US$7.9 billion major gold producer.
Highlights

Bema shareholders will vote at a meeting, expected to be held in mid-January 2007, to approve the acquisition. Upon successful completion of the transaction, on a pro forma basis Kinross will have the following attributes:


    -  Mineral reserves and resources of 50 million ounces of gold;
       80 million ounces of silver and 2.9 billion pounds of copper
    -  Nine mines, in five countries, on three continents, with
       4,700 employees globally
    -  Excellent pipeline of major construction and future projects
       including Paracatu in Brazil, Kupol in Russia and Cerro Casale
       in Chile
    -  Participation in exploration joint venture to drive new Russian
       growth opportunities
    -  2006 estimated production of 1.8 million gold equivalent ounces;
       growing 56 per cent to approximately 2.8 million ounces in 2009
    -  Estimated 2009 cost of sales per gold equivalent ounce at Kupol of
       approximately US$130 will lower an already competitive cost profile
    -  Consolidated ownership of Refugio mine in Chile
    -  Cash of approximately US$350 million
    -  Immediate synergies
    -  Led by Kinross management team

"This acquisition will create exceptional value for shareholders," said Tye W. Burt, President and Chief Executive Officer of Kinross. "By combining our assets, operations and expertise, we have dramatically increased our gold reserve and resource base to more than 50 million ounces. We will have a well-balanced gold reserve profile with 39 per cent in Chile, 37 per cent in Brazil, 16 per cent in North America and 8 per cent in Russia. These reserves, coupled with our enhanced exploration pipeline, will put Kinross in a unique position to take advantage of the robust gold price and provide investors with an excellent portfolio of world-class assets."

"The Bema Board of Directors unanimously approved this transaction and an independent advisor has provided an opinion that the transaction consideration to be received by Bema shareholders is fair from a financial point of view. We believe that our companies are a great fit due to complementary strengths, geographic synergies and similar growth profiles," said Clive T. Johnson, Chairman, President and Chief Executive Officer of Bema. "Bema shareholders are getting an attractive premium to become part of a stronger company that will create near- and long-term value for all shareholders. Further, we expect that the combined Company will be re-rated in the market once the transaction is complete."

This acquisition of Bema consolidates Kinross' ownership of Refugio and increases its reserves in Chile and Russia. District exploration and operating synergies will be realized by substantially increasing Kinross' position in the Maricunga region in Chile and adding the Chukotka region in Russia.

"The addition of Russian operations and exploration opportunities through the acquisition is a natural fit with our proven track record and expertise mining in the country," said Burt. "Bema's Kupol project will be a cornerstone growth asset that is expected to begin production in 2008. Kupol is fully financed and will continue to be staffed by Bema's Russian management and construction development team."

"This acquisition aligns perfectly with our strategic plan by increasing our core asset base, adding exploration reach and increasing our growth from 2006 through 2009," said Burt. "This acquisition creates an even stronger Canadian-based gold company that fortifies Canada's dominant position in the global gold mining arena."

With a successful track record, Clive Johnson will lead a new company focused on exploration and development ("NewCo"). Kinross will participate as an equity investor and have a right of joint venture opportunities in Russia.

Summary of the Transaction

The acquisition will be completed by way of a shareholder-approved plan of arrangement whereby each Bema common share will be exchanged for 0.441 of a Kinross common share representing a 34 per cent premium to the 20-day volume weighted average price of Bema common shares on the TSX. Upon completion of this transaction, 61 per cent of Kinross will be held by existing Kinross shareholders and 39 per cent by existing Bema shareholders.

Following completion of the transaction, all outstanding options and warrants of Bema will be exercisable to acquire that number of common shares of Kinross determined by reference to the share exchange ratio.

Other terms of the transaction include an agreement by Bema to pay a break fee to Kinross under certain circumstances in the amount of C$79 million. Bema has also provided Kinross with certain other customary rights, including a right to match competing offers.

The acquisition of Bema is subject to the parties completing due diligence and entering into a further definitive agreement providing for the specific mechanics for completing the transaction. The Board of Directors of Bema has unanimously recommended the transaction to shareholders and will sign support agreements in favour of the transaction. The Board of Directors has also received an opinion from financial advisors to the effect that the consideration to be received by Bema shareholders is fair from a financial point of view. The acquisition is subject to all requisite regulatory approvals, third party consents and other conditions customary in transactions of this nature. The acquisition is expected to require the approval of (i) at least two-thirds of the votes cast by Bema shareholders present in person or by proxy at a meeting expected to be held in January 2007; and (ii) a majority of the votes cast by Bema shareholders present in person or by proxy at such meeting, excluding votes cast by those Bema shareholders required to be excluded pursuant to the minority approval provisions of Ontario Securities Commission rule 61-501 and Regulation Q-27 of the Autorite des marches financiers. A proxy circular, setting out details of the transaction and voting procedures, is expected to be mailed to Bema shareholders in December 2006.

In connection with the transaction, NewCo will purchase certain Bema assets for aggregate consideration of US$20 million, including:


    -  An exploration alliance in Chukotka aimed at developing future gold
       opportunities
    -  An exploration joint venture in northern Colombia with AngloGold
       Ashanti Limited
    -  All of the shares of Petrex (Proprietary) Ltd.

Kinross will have a right to maintain a 9.9 per cent equity interest in NewCo and an option to acquire up to 19.9 per cent of NewCo in any initial public offering.

Board of Directors

Kinross will select one Bema nominee to be included in Kinross' management slate of directors to be nominated for election at Kinross' next annual shareholders' meeting. Until such time, the Bema nominee shall sit as an observer on the Kinross board.

Advisors and Counsel

Kinross' Financial Advisor is Scotia Capital Inc. Strategic Advisors include Rothschild Inc., GMP Securities LP and UBS Canada Securities Inc. and its legal counsel are Blake, Cassels & Graydon LLP and Chadbourne & Parke LLP with regard to Russian law matters. Bema's Financial Advisor is Genuity Capital Markets and its legal counsel is Stikeman Elliott LLP. A special committee of Bema's Board of Directors is receiving financial advice from BMO Capital Markets and its legal counsel is Bennett Jones LLP.

"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

Anónimo

 Caros amigos,

o que pensam desta aquisição da BGO pela KGC?
É este valor/ratio adequado?
Será de esperar oferta(s) concorrente(s)?
Como devemos "ler" a participação da "NewCo" no negócio?

Que pensam?

cumps,

lol, anónimo






Paciente

Boa tarde,

Apenas para referir que a ABX estendeu o prazo da OPA sobre a NG até 21 de Novembro.

Refiro este facto porque considero que poderá ter alguma influência sobre ao mercado. Isto pode querer dizer que a cotação do OURO deverá permanecer sob alguma pressão vendedora nas próximas 2 semanas. Uma explosão na cotação do OURO (acima do patamar dos $540-$550) inviabilizaria imediatamente esta OPA.

No mínimo é de esperar uma consolidação (lateralização entre os $610 - $630) até essa data.


Barrick Extends US$16 Best and Final Offer to Acquire NovaGold


TORONTO, ONTARIO -- (MARKET WIRE) -- 11/08/06

Barrick Gold Corporation (NYSE: ABX)(TSX: ABX)(LSE: BGD) announced today that it has extended its offer to acquire all of the outstanding common shares of NovaGold Resources Inc. at its best and final offer price of US$16.00 cash per share to 11:59 p.m. (Toronto time) on November 21, 2006.

Approximately 20.6 million common shares of NovaGold have been deposited to Barrick's offer, representing approximately 22.5 per cent of the outstanding common shares of NovaGold.

"Barrick is pleased with the significant increase in the number of shares tendered to our bid to date," said Greg Wilkins, President and Chief Executive Officer of Barrick. "We are anticipating that tenders to the bid will continue to increase during this extension as more NovaGold shareholders choose the cash in the bank our offer provides, rather than the significant project risk and financial dilution associated with remaining as a NovaGold shareholder."

Barrick's US$16.00 offer price represents a premium of approximately 37 per cent over both the closing price of the NovaGold common shares on the AMEX on July 21, 2006, the last trading day prior to Barrick's announcement of its intention to make the offer, and the price at which shares were issued under NovaGold's February 2006 equity offering.

All Offer conditions remain unchanged including the minimum tender condition of 50.1%.

"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

Semitela


Caro Paciente,

Voltamos aos suportes que devem ser no intervalo 613 - 615 ??

Ha mais algum antes dos 600 ?


Que tal entrar nesse suporte se nao quebrado.

Tenho investido no Ouro atraves de TW, mas a maturidade destes termina em Dezembro,  por isso gostava de saber se ha alternativa aos certificados e futuros ,tal como açoes ,mas que respondam directamente ao aumento da cotaçao.

Gostava de investir no OURO por longos anos ,pois acho que ao contrario dos mercados accionistas ,esta commoditie tem um futuro promissor neste nosso perigoso mundo em que os homens adquirem armas nucleares para terem poder .

Abraços e bons negocios.

Paciente

Caro Semitela,

Suportes antes dos $600 há vários. Os mais relevantes estão nos $612-$613 e nos $605-$606 para os futuros de DEZ06.

Uma alternativa, já aqui referida por diversas vezes, para investir directamente na cotação do OURO é comprar acções do ETF do OURO (Ticker: GLD).

Abraço

"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

rounders

Boas,

Também entrei em Tw do ouro 8284Z é um turbo que acaba em Dezembro a minha posição foi fechada a 626(0.62) foi vantajoso a entrada tinha sido a (0.38) aquando este estava ainda nos 591.5.
O meu plano é entrar novamente na zona 509/511 caso esta seja tocada mas apenas com metade da posição a outra metade com inversão do gráfico horário. O stop fica na zona dos 596 um pouco abaixo da zona 598/600.
Vamos acompanhando.
Uma ida rápida há zona dos 510 e um fecho semanal acima novamente da zona 520/522 era o ideal.

P.S. Vou dar uma vista de olhos esta correcção poderá ser uma boa altura de entrada em algumas acções do ouro.
Penso ser este um movimento correctivo normal este movimento teve o seu inicio na zona dos 570-630 = metade seriam os 600 uma vinda abaixo deste valor seria concerteza um sinal não muito favorável.

Semitela

 Que grande reaçao

nem deu tempo de entrar, com aquele anuncio da China , de diversificar as suas reservas em ouro, petroleo, e outras moedas que nao o dolar.


Foi uma explosao como nao se via a muito tempo, as açoes do sector evoluiram favoravelmente como era de esperar.

Vamos ver amanha ,para o fecho semanal, como se vai portal o metal amarelo ;D