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Gold & The Art Of Discovery Investing

Dinsdag 10 april Activehedge.nl. Gold & The Art Of Discovery Investing. Eurocrisis. Gold & The Art Of Discovery Investing. Bill Gross .

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Gold & The Art Of Discovery Investing

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  1. Dinsdag 10 april Activehedge.nl Gold & The Art Of Discovery Investing

  2. Eurocrisis Gold & The Art Of Discovery Investing

  3. Bill Gross .. • “Commodities and real assets become ascendant, certainly in relative terms, as we by necessity delever or lever less,” Mr. Gross said in his April outlook published this week.Up until the financial crisis, Mr. Gross said financial assets such as long maturity bonds, stocks and real estate were the “winners” as interest rates fell Gold & The Art Of Discovery Investing

  4. Kredietcrisis • Sinds 2007 • Mondiale reddingsoperatie I - 2008 • Eurocrisis 2011 • Mondiale reddingsoperatie II - 2012 Gold & The Art Of Discovery Investing

  5. How the world really works … • Steeds meer geld (TARP/LTRO) • Steeds minder grondstoffen • Grondstoffen (en voedsel) steeds duurder • Geld steeds minder waard (inflatie vs deflatie) Gold & The Art Of Discovery Investing

  6. Vlucht naar “hard assets” begonnen “Stijgende prijzen van (edel)metalen zijn een indicatie van een allereerste fase van een vlucht uit valuta.” Alan Greenspan (2010) Gold & The Art Of Discovery Investing

  7. BRIC-landen groeien razendsnel • Tot 2030 investeringen infrastructuur $41.000 mrd • Aanleg 25.000 km hogesnelheidslijnen (China) • Groei inwoners steden China met 350 mln mensen Gold & The Art Of Discovery Investing

  8. Wanneer crasht China? • “Just because something is inevitable, that doesn’t mean it’s imminent.” Gold & The Art Of Discovery Investing

  9. Grondstoffen raken op • Olie-, goud-, zilver-, koper-, tintekorten • Nieuwe ontdekkingen essentieel • 75% reserves ontdekt door exploratiebedrijven • Na ontdekkingen overname door Rio Tinto/BHP Billiton • Groei inwoners steden China met 350 mln mensen Gold & The Art Of Discovery Investing

  10. Steeds minder grondstoffen … • “Just because something is inevitable, that doesn’t mean it’s imminent.” Gold & The Art Of Discovery Investing

  11. Exit-strategie? • Investeren in World Class Discoveries • Worden opgekocht door producenten • Overnameprijs is hoogste koers Gold & The Art Of Discovery Investing

  12. Elke kwartaal een overname 1 - Aurelian (goud - Ecuador) 12 - Hathor (uranium – Canada) 2 - Canplats (goud – Mexico) 13- Silver Quest (goud – Canada) 3 - Aquiline (zilver - Argentinië) 14- Extract (uranium – Namibie) 4 - West Timmins (goud – Canada) 15- Silvermex (zilver – Mexico) 5 - Freewest (chromium – Canada) 16- KWG (chromium- Canada) 6 - Underworld (goud - Canada) 7 - Brett (goud - Canada) 8 - AuEx (goud – VS) 9- Ventana (goud – Colombia) 10- Fronteer Gold (goud – VS) 11- Pediment (goud – Mexico) Gold & The Art Of Discovery Investing

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