Nos últimos anos, fiz algumas previsões bastante ousadas em relação ao preço do gold e da silver.
Estou prestes a fazer outra previsão: O gold e a silver estão prestes a disparar. O gold está a caminho de voltar acima de $1800 e a silver perto de $40 muito em breve – estou falando já nas próximas semanas.
Assim que o gold romper $1800, ele facilmente atingirá seus antigos máximos. Embora os shorters possam tentar forçar o gold para baixo, ele tem um forte support em $1715. A silver está de volta acima de sua 65-week moving average, mantendo-se forte acima de $34.
Toda semana, enfatizo que haverá uma necessidade contínua de mais liquidity no financial system. O euro precisa ser estabilizado e muitos países ao redor do mundo precisarão de novo cash para pagar suas bills.
O mais recente Greek rescue package (sim, mais um) é outro excelente exemplo de newly printed money sendo desperdiçado para pagar a debt de old printed money.
Um artigo recente da Bloomberg nos diz que os Euro-area banks podem recorrer ao European Central Bank na próxima semana para $470 billion euros de three-year cash – isso é quase tanto quanto eles fizeram em December e faz menos de alguns months. Na last week, já mostrei como muitos dos central banks ao redor do mundo têm estado descarregando uma onda massiva de liquidity bem debaixo dos nossos narizes.
Esta recente onda massiva de liquidity é apenas o começo. Se você se aprofundar na forma como o world’s financial system funciona, verá que a quantidade de leverage através de derivatives e paper trading está em níveis astronomical. Você verá que existe mais value deste trading do que o world’s overall GDP combinado – por mais de 10 times. Você verá que não há money suficiente para manter as coisas moving forward e não há money suficiente para pagar as bills. Você verá que as tools required pelos governments para prevent financial collapse, são as same tools que estão nos digging deeper into a hole.
Em breve, big funds ao redor do mundo começarão a allocate uma bigger portion de suas holdings em gold e related investments como resultado do fear; fear de diluir sua weatlh e fear das tools usadas pelos governments para prevent um total collapse do world’s financial system.
Como resultado, não apenas o gold e a silver climb higher, mas muitas das gold and silver stocks também estão prestes a subir – em particular, as juniors.
Por exemplo, MAG Silver (TSX: MAG) (NYSE.A: MVG), uma company sobre a qual escrevi em 12 de fevereiro de 2012 já subiu quase 20%. Parece que alguns strong players estão buying up o stock em anticipation de seu upcoming PEA em Juanicipio.
Para aqueles que não leram o report, podem encontrá-lo aqui: O Projeto de Prata Mais Importante do Mundo
O report resume muitas das reasons pelas quais investi na MAG. Mas estou prestes a mostrar-lhe mais algumas reasons pelas quais a MAG é uma das minhas favourite stocks right now.
Não vou entrar em specifics – vou apenas deixar os numbers falarem por si.
Dê uma olhada em alguns desses past monster drill holes:
Furo 16: 1,798 grams per tonne Silver (57.8 ounces), 2.91 grams per tonne Gold, 3.43% Lead e 5.51% Zinc over 6.35 metres.
Isso includes 2.95 metres (9.6 feet) de 2,807 grams per tonne Silver (90.3 ounces), 3.27 grams per tonne Gold, 5.94% Lead e 9.14% Zinc e uma significant gold zone returning 1.80 metres (5.9 feet) averaging 9.24 grams per tonne Gold, 1,222 grams per tonne silver (39.3 ounces), 2.16 % Lead e 3.15% Zinc.
Furo 02: 2,358 grams per tonne silver (75.8 ounces per ton) over 1.70 meters .
Furo 17: 1,347 grams silver e 0.50 grams gold over 8.05 metres.
Furo GC: 1,634 grams per tonne (g/t) silver (47.7 ounces per ton), 0.52 g/t gold, 3.02% lead e 4.75% zinc over 6.45 metres.
Furo GD: 1,343 g/t silver, 3.76 g/t gold, 7.73% lead e 5.73% zinc over 21.25 metres.
Furo GA: 562 grams per tonne (g/t) silver (16.4 ounces per ton), 0.55 g/t gold, 0.80% lead e 1.92% zinc over 7.35 metres.
Isso includes uma 3.0 metre section grading 1,048 g/t (30.6 opt) silver, 1.18 g/t gold, 1.75% lead e 2.23% zinc.
Furo HE : 10,000 + grams per tonne (g/t) (291 ounces per ton) silver, 9.69 g/t gold, 0.13% lead e 0.23% zinc over 0.21 metres (true width).
A lower vein reported 624 g/t (18.2 opt) silver, 0.27 g/t gold, 1.69% lead e 0.33% zinc over 1.40 metres (true width)
Furo GE : 123 g/t (3.6 opt) silver, 4.89 g/t gold, 1.24% lead e 4.92% zinc over 7.38 metres.
Isso includes uma higher grade intercept de 166 g/t (4.8 opt) silver, 5.89 g/t gold, 1.42% lead e 6.42% zinc over 3.0 metres. A lower silver rich vein has returned 1,179 g/t (34.4 opt) silver, 1.98 g/t gold, 3.01% lead e 2.21% zinc over 4.71 metres.
Isso also includes uma high grade gold and silver intercept de 6,310 g/t (183.9 opt) silver, 10.05 g/t gold, 7.63% lead e 5.23% zinc over 1.0 metres.
Furo QE : 1,198 g/t (34.9 opt) silver, 0.24 g/t gold, 2.75% lead e 5.15% zinc over 4.70 metres. Isso includes uma higher grade intercept de 1,820 g/t (53.1 opt) silver, 0.16 g/t gold, 4.01% lead e 6.74% zinc over 2.82 metres.
Furo JI-08-LE2: 1,068 grams per tonne (g/t) (31.1 ounces per ton) silver, 1.25 g/t gold, 0.69% lead e 3.53% zinc over 10.2 metres.
Isso includes uma internal high grade gold and silver zone com uma true width de 3.06 metres running 2,268 g/t (66.1 opt) silver, 2.27 g/t gold, 0.97% lead e 4.19% zinc.
Furo JC: 828 g/t (24.1 ounces per ton (opt)) silver, 17.12 g/t gold, 1.13% lead e 1.87% zinc over 2.71 metres.
A Footwall vein também foi intersected com good silver values e reported 677 g/t (19.7 opt) silver e 0.44 g/t gold, 1.23% lead e 5.34% zinc over uma true width de 3.03 metres.
Furo ND: 1,052 g/t (30.7 opt) silver, 0.63 g/t gold, 3.68% lead e 6.86% zinc over 5.11 metres.
Isso includes uma higher grade section de 1,324 g/t (38.6 opt) silver, 0.64 g/t gold, 3.11% lead e 8.16% zinc over 3.21 metres.
Furo IE: 1,843 grams per tonne silver (53.75 ounces per ton), 4.43 grams per tonne gold, 3.54% lead e 5.96% zinc over 5.30 metres.
Isso includes uma 3.10 metre section de 3,045 grams per tonne silver (88.81 ounces per ton), 7.44 grams per tonne gold, 5.89% lead e 9.84% zinc.
Não é o suficiente? Dê uma olhada nestas tables:
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Se você gosta de gold and silver stocks, provavelmente já está drooling over os numbers que acabei de mostrar – incluindo os 0.60 de mais de 10,000 g/t de silver e 9.69 g/t gold mostrados no above chart.
Se você é um silver bug, provavelmente está calling the guys over at MAG right now.
Strong drill holes não são uncommon amongst explorers. Mas multiple strong drill holes – especially above 1000 g/t silver são extremely rare. No case da MAG, esses constant high grade results, year-over-year, translate into something really special.
Não é de wonder why every geologist I speak with (e I speak with many world renowned geologists), say MAG’s results e cores are among the best they have ever seen – if not, the best.
As it stands, a MAG is already undervalued.
O Juanicipio project boasts um incredible indicated resource de 146 million ounces de silver grading 728 g/t, 384,000 ounces de gold grading 1.9 g/t, 267 million lbs de lead at 1.9%, e 539 million lbs de zinc at 3.9%. Ele tem um inferred resource de 85 million ounces de silver grading 373 g/t, 370,000 ounces de gold grading 1.6 g/t, 267 million lbs de lead at 1.5%, e 539 million lbs de zinc at 2.6%
While o Juanicipio project is already one of the highest grade silver deposits on the planet, much of this deposit has yet to be further explored.
That means o exploration upside para one of the world’s highest grade silver deposits has yet to be unleashed.
Com um increased exploration budget para this year at Juanicipio, along with MAG’s other significant high grade silver projects, I think there is a strong opportunity that MAG is going to continue with more amazing drill results based on what we have seen.
Next week will be o PDAC – one of the biggest mining conferences in the world. A MAG will no doubt be one of the main attractions – silver or not – para many of the funds.
Os miners e explorers estão beginning to light up – get your shopping bags ready.
Até a próxima week,
Ivan Lo
Equedia Weekly
Perguntas?
Ligue Grátis: 1-888-EQUEDIA (378-3342)
Divulgação: Somos biased towards MAG Silver because they are an advertiser e we now own shares. You can do the math. Nossa reputation is built upon the companies we feature. That is why we invest in every company we feature in our Equedia Reports, including MAG Silver. It’s your money to invest e we don’t share in your profits or your losses, so please take responsibility for doing your own due diligence. Remember, past performance is not indicative of future performance. Just because many of the companies in our previous Equedia Reports have done well, doesn’t mean they all will. I am also long gold e silver through ETF’s e bullion, as well as long both major e junior gold e silver companies.
Até a próxima week,
Ivan Lo
Equedia Weekly
Perguntas?
Ligue Grátis: 1-888-EQUEDIA (378-3342)
Divulgação: Somos biased towards MAG Silver because they are an advertiser e we now own shares. You can do the math. Nossa reputation is built upon the companies we feature. That is why we invest in every company we feature in our Equedia Reports, including MAG Silver. It’s your money to invest e we don’t share in your profits or your losses, so please take responsibility for doing your own due diligence. Remember, past performance is not indicative of future performance. Just because many of the companies in our previous Equedia Reports have done well, doesn’t mean they all will. I am also long gold e silver through ETF’s e bullion, as well as long both major e junior gold e silver companies. Aviso Legal e Divulgação
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