Inflation or Deflation - Buy Gold Also Seasonality Review and Quarterly Preview We Maintain Our Positive View on the Gold Market The primary focus of this report is to review the possible impact that a deflationary environment would have o...
Precious Metals Outlook Investment Demand Continues to Soak Up Excess Supply The World Gold Council released their second quarter 2009 Gold Demand Trends last week (see full document at www.research.gold.org for additional detail). We summ...
contents Introduction 6 Key trend indicators 24 Global rankings 60 Welcome to the machine 83 HSBC gold outlook 97 Company profiles 115 Agnico-Eagle 116 AngloGold Ashanti 125 Barrick Gold 137 Buenaventura 146 Centerra 155 DRD Gold 163 Gold...
Contents Following the money 3 We expect the cycle of steel-price increases to persist until 4Q09 before taking a breather. As we head into 4Q09, the market may start to focus on potential tightening measures, and that could trigger a corr...
New names re-populate the Australian gold space The Australian gold sector has a number of new companies (sometimes with old assets) coming through. We have reviewed and compared 24 of them with a combined Enterprise Value of A$7.2B. The g...
报告目录 一、不差钱+中国因素=上半年反弹行情...................................................................... 3 1、行业复苏...................................................................................................................
Our analysis of 13 development-stage projects indicates that the optimum gold price for project development is on average cUSD125/oz higher than the price used in the feasibility studies #1048599; The actual performance of the 13 projects...
W hat is next for gold? Where could prices go? We believe that the current environment is one which can best be characterised as having a low margin of error for central bankers; with the prospects for deflation/inflation as becoming more...
Executive Summary Tonnage gold demand in the first quarter of 2009 was up a strong 38% on the levels of a year earlier. In $US value terms, this represented a 36% rise to $29.7bn. Global economic conditions continued to take their toll on...
Executive Summary: Gold reached an intra-quarter peak in Q109 of US$1,005/oz on 20 February. At this price level, however, momentum seemed to slow and the gold price retreated. It traded in a range of US$900/oz to US$960/oz until the end o...
