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

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Dinsdag 10 april

Activehedge.nl

Gold & The Art Of Discovery Investing

eurocrisis
Eurocrisis

Gold & The Art Of Discovery Investing

bill gross
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

kredietcrisis
Kredietcrisis
  • Sinds 2007
  • Mondiale reddingsoperatie I - 2008
  • Eurocrisis 2011
  • Mondiale reddingsoperatie II - 2012

Gold & The Art Of Discovery Investing

how the world really works
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

vlucht naar hard assets begonnen
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

bric landen groeien razendsnel
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

wanneer crasht china
Wanneer crasht China?
  • “Just because something is inevitable, that doesn’t mean it’s imminent.”

Gold & The Art Of Discovery Investing

grondstoffen raken op
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

steeds minder grondstoffen
Steeds minder grondstoffen …
  • “Just because something is inevitable, that doesn’t mean it’s imminent.”

Gold & The Art Of Discovery Investing

exit strategie
Exit-strategie?
  • Investeren in World Class Discoveries
  • Worden opgekocht door producenten
  • Overnameprijs is hoogste koers

Gold & The Art Of Discovery Investing

elke kwartaal een overname
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