Stefan Bosmans Rank: 139 Followers: 2 Votes: 0 Years Member: 8 Last Update: 15 April 2015, 10:58 Categories: Trend Analysis
Ratio Analysis

Charts don't lie, you can trust them more than you can trust the media 'MOPE' (Managment Of Economic Perspective).

Charts breathe, they do dirty tricks but if you listen carefully with lots of humility, they will tell you... (Updated almost every day)

Gold is the sweat of the sun, Silver is the tears of the moon.

L'analyse technique observe ce qui est, ce que le marche fait. L'analyse fondamentale observe ce qui devrait etre, mon travail est de reconcilier les 2.

Bienvenus, a bord de ce qui va devenir le Bull Market le plus SPECTACULAIRE que l'humanite ai pu voir jusqu'ici.

The chinese word for bank means 'storage of silver' and they like to save. They also remember what happened to their silver during the Opium Wars...

>> http://www.youtube.com/watch?v=ZMw_kEtXzjU


1000 The Long Term SILVER chart, with Gold, Copper, Oil, Natgas & the gold/silver ratio

04/11/2014 >> The US dollar can be viewed as the lead aircraft carrier, in a fiat carrier strike force. The smaller battleships, like Japan and Europe, are now experiencing significant damage.
Unfortunately for the fiat carrier strike force, their opponent can be viewed as a gold jewellery bull era starship, with India's gold-obsessed citizens at the helm.
The formation of the gold jewellery era is not an overnight event. The ice age of paper currency has begun, but the movement of the ice is not visible, to the naked fiat eye.
To make big money in a market, the investor needs to have a lot of patience, a stomach for enormous drawdowns,
and have the intestinal fortitude to accumulate positions into the depths of their personal surprize zone. Graceland Updates By Stewart Thomson

What are the central requirements for money?

* It has to be easily divisible into standardised units
* It has to be negotiable
* It has to be easily transportable
* It has to be durable and practically indestructible
* It has to come with a long track record of universal acceptance
* It has to be easily recognisable and fulfill certain criteria that can be easily verified - it has to have a high value density (i.e. high value / weight and volume)
* The existing holdings have to be large relative to the annual increments (high stock-to-flow ratio)
* It has to come with low storage costs
* It has to come with low transportation costs
* and last but not least, it must defy random replication

There are numerous goods that satisfy some of these criteria, but only gold and silver satisfy all of them.

1001 The Mid Term US Big Picture >> The 10y Int. rate, the $ & the S&P500

There are the voters. And there are the elites. Each operates in a completely different way. The elites figure out what is best for them and plan how to get it. The voters respond emotionally with no real knowledge of what is going on.

If I had to list my number one reason for my long-term success, I think it would be the word humility I tried not to promise more than I could deliver,
and I downplayed my ability to forecast or give targets. I believe it was technician Alan Shaw who first said, The stock market is man's invention that
has humbled him the most. If you are not humbled in this business, you haven't been around for long or you are delusional. Marty Zweig

TO DO List (A lire) >>http://www.mining.com/web/peak-copper/ --- & --- http://www.ft.com/intl/cms/s/0/22df01de-6979-11e4-8f4f-00144feabdc0.html
http://srsroccoreport.com/china-likely-bought-10000-tons-of-goldand-if-they-did-heres-why/china-likely-bought-10000-tons-of-goldand-if-they-did-heres-why/ >> China 10 000 Gold tons...
https://www.dollarvigilante.com/blog/2014/11/3/think-you-missed-the-bitcoin-boat-you-didnt-it-hasnt-even-st.html >> Bitcoin
http://www.theaureport.com/pub/na/16311 >> Catalyst Check: Natural Resources Watchlist at Three Months
http://sprottglobal.com/thoughts/articles/burkina-faso-uprising-what-are-the-risks-for-gold-miners/ >> Sprott of Burkina-Faso Gold plays

1002 Ishares Silver Trust >> paper silver...

â??China is working on its very serious pollution problem. To tackle this problem one of the things China is implementing is the increased use of silver photovoltaics.
What this means is that by 2017 demand for silver in photovoltaics alone will represent at least a staggering 18 percent of all silver demand.
But this is where it gets interesting. The I.E.A., which is the International Energy Agency, likes oil. But even the I.E.A. said that the need for silver is going to be for 4 terawatts by 2050.
Well, Eric, one terawatt represents 1,000 gigawatts. So we are talking about a remarkable 4,000 gigawatts.
What this means is that on a yearly basis the world is going to have to triple its silver consumption for photovoltaics. This also means is that if the world stays
on this course that the I.E.A. has mapped out, by 2017 photovoltaic demand could represent an astonishing 50 percent of all silver demand. And by the end of this decade
photovoltaic demand would be close to 100 percent.
If you take these numbers from the I.E.A. and extrapolate them, what they are saying is that the global demand for silver is eventually going to be 3-times the entire global reserves.
The problem is that there isnâ??t enough silver in the ground to supply the coming demand. And keep in mind that this doesnâ??t include investment demand or any of the myriad of other industrial uses for silver.
What this means is that the price of silver and the price of companies that mine silver are headed into the stratosphere in the coming years. I canâ??t tell you that silver canâ??t go a bit lower,
but I can tell you that 3 - 5 years from now the price of silver will be trading well over $100. We are headed into a â??Brave New World,â?? so investors must own physical silver
and the companies that mine silver right now, ahead of the coming mania.â?�

1003 Global Silver Miners ETF

https://www.caseyresearch.com/cdd/paper-gold-and-its-effect-on-the-gold-price >> I call the gold futures market the paper gold market because very little gold actually changes hands.
$360 billion of paper gold is traded per month, but only $279 million of physical gold is delivered. That's a 1,000-to-1 ratio...

1004 Silver Wheaton

EXERCICE 1 >> Because of the fear of inflation in the coming years everyone should buy a little. 'Everyone' >> 1% of the world population & 'A little' >> un tube de 25 oz d'Ag)

First year: 70 millions x 25 oz >> 1,750 000 000 d'Oz

2nd year: 70 millions x 50 oz >> 3 500 000 000 d'Oz

3rd year: 70 millions x 50 oz >> 3 500 000 000 d'oz

4th year: 140 millions x 100 oz >> 14 000 000 000 d'oz (ici le bruit se repand et 2% sont maintenant interresses.)

5th year: 140 millions x 500 oz >> 70 000 000 000 d'oz (ils achetent finalement une 'Monsterbox' (500 oz))

Even after the 5th year at ($1000/oz?) we will still not be in a bubble with only 2% of the growing world population REALIZING that
for a very small part of their capital, real money is a lot safer, better & useful than the worthless digits created by the world
central banks at no cost (for them...) with a record of a 100% failure through history...

This indicates to me that there's going to be a shortage very soon, cause they will be in competition with the industrial users to secure
as much as possible of the half billion Oz left, the only willing sellers will be those who don't understand the fundamentals, and soon
after they will cry...

EXERCICE 2 >> 1% of global funds under management flows to physical silver.

There's now more than 100 trillion in the global fund management industry. That's the total amount of money that can flow towards silver.

There's been 65 (2008), 80 (2009), 100 (2010) millions Oz collected by the 'silver savers' which is about 1, 2, and 3 billions $
when multiplied by each year average price.

3 000 000 000 : 100 000 000 000 000 >> it's a ratio of a 100 000 to 3...
(3 billions) : (100 trillions)

1005 Mexican Silver Majors

http://thewealthwatchman.com/the-answer-to-the-most-important-question-about-gold-and-silver-price-suppression/ >>

The banking powers do not suppress gold and silver to make fiat dollars directly. Rather, they suppress gold and silver to make fiat dollars possible!
It is because the entire system is a Ponzi scheme, based upon the fraudulent notion that debt is money, and that debt is wealth, that the real money and power
has always been in having a lease from the entire world, to create the world reserve currency, and possessing the credit rating that goes with it.
The real power has never been in pocketing dollars from miniscule trades(that's how a guppie thinks), but in being able to issue unlimited quantities of them.
The banking, military, and political power that comes from having a system, owned entirely by central and bullion banks, is so vast, that it's mind-boggling.

In fact, the power and wealth that flow from it is so great, that human beings don't yet know where its limits are!
Case in point: the LIBOR scandal was a malevolent scheme that involved hundreds of trillions, hundreds of TRILLIONS of dollars, and ended up transferring so much wealth
to those at the top, that we still haven't completely gotten to the bottom of it!
If these financial institutions can rig something that was larger than even global GDP, by orders of magnitude, then the pertinent questions remain:
What can't they rig? What can't they steer? What can't they suppress for their own sole benefit? The answer is: nothing.

This is one thing that Bix Weir is right about: without a game plan to rig and suppress the fiat dollars main competitors (gold and silver), the currency cannot survive.
Any central planner worth his salt, knows that you must first have a game plan to hold the prices of precious metals in check, denominated in your currency(whatever that fiat currency is)
or the prices of both metals will escape you, and then confidence in your currency itself will be destroyed.

1006 Other Silver Majors

150 mil shares Ful. Dil. & GoldCorp owns 40% of it.
Product. >> 20 m Oz/year in Guatemala
AINSC (All in sustaining cost) 10$/Oz
@ av grade for Q1 2014 of 551g/tonne

http://finance.yahoo.com/news/tahoe-resources-rio-alto-mining-120000122.html >> TAHOE buys RIOM Rio Alto Mining !!!!!!!!

http://blog.milesfranklin.com/silver-fraud >> SILVER FRAUD...
http://news.goldseek.com/GoldSeek/1415203799.php >> PETRODOLLAR Ron paul

1007 Mexican Silver Juniors

Impact Silver 01/09/2014 >> 75 mil Ful. Dil. Shares -- 15% Insider & Institut ownership -- !!! The Company continues to be free of long term debt !!!
Net working capital decreased to $4.3 million on June 30, 2014, compared to $6.9 million on December 31, 2013. -- 1m Cash.

Capital expenditures during the quarter included mineral property expenditures of $0.7 million which reduced cash to $1.7 million.
Revenues for the second quarter of 2014 were $2.6 million, an approximately 32% decrease from $3.8 million in the second quarter of 2013, resulting primarily from a decline in the silver grade and price.
Net loss of $1.0 million for the quarter, an improvement from net loss of $1.3 million in Q1
Silver production decreased 18% to 152,595 ounces for the second quarter of 2014, down from 185,998 ounces in the same period of 2013 but up 3% from the first quarter of 2014.
Average mill feed grade for silver in the second quarter of 2014 decreased to 142 grams per tonne (g/t) compared to 163 g/t in the second quarter of 2013, but up slightly from 137 g/t in the first quarter of 2014.

SVBL (Moriarty) >> 20/10/2013 (159 million shares) With a cutoff grade of 25-g/t silver, you have 163 million ounces of silver in the ground. That's just over 1 ounce per share. You are buying silver for $.34 an ounce.
It cost more than that back in 2002 with silver under $5 an ounce above ground.

Silver Bull just released their PEA (Preliminary Economic Assessment) for their Sierra Mojada deposit in Coahuila, Mexico. It was very positive. The shares went down. Go figure.
The PEA shows a Capex required of $297 million to produce 5.5 million ounces of silver yearly for an 18 year mine life. But I've been there and with more drilling, they will expand both the mine life and resource.
It really doesn't make a world of sense to drill off a 40-year mine life, few of us will be around that long.

At $25 silver, the IRR is 29.7% pre tax. Their life of mine operating cost is about $26.54 per tonne. There will be a credit of 65 million to

1008 Big Silver Resources

BCM.to >> The company had planned to use Santa Ana to help pay for its bigger, $700 million silver project in Peru, Corani.
Bear Creek expects Santa Ana to produce some 5 million ounces of silver per year and Corani to produce about 13 million.

1010 Trading The Devil's Metal >> Divergences...

This is a picture of a POWERFULL BULLMARKET in the amount of people wanting the real stuff (Silver Eagles 999 coins) >> http://www.youtube.com/watch?v=gn7696fsHDc

2005 >> 8,405,000 oz

2006 >> 10,021,000 oz

2007 >> 9,887,000 oz

2008 >> 19,583,500 oz

2009 >> 28,766,500 oz

2010 >> 34,662,500 oz

2011 >> 39,868,500 oz

2012 >> 33,742,500 oz

2013 >> 42,675,000 oz

2014 >> 44,006,000 oz

2015 >> 7,054,500 as of february >> http://www.usmint.gov/about_the_mint/index.cfm?action=PreciousMetals&type=bullion

US Silver production >> 2011: 1,120 tons - 2012: 1,060 tons - 2013: 1,040 tons - 2014: 251 tons (Q1).

Wow! That means that the U.S. Mint has to import more than 10 million ounces of silver per year just to meet demand for the Silver Eagles.
One has to wonder how much more has to be imported on a yearly basis to meet the rest of U.S. silver demand. I would bet that it's a lot.
And what about the silver IBM, Boeing, Cisco, GE, Tesla and all the others absolutely need if they don't want to stop their production lines...
100 million ounces of silver are projected for use by solar energy in 2015.

According to the data released by the Royal Canadian Mint, there were 28.2 million Silver Maples sold in 2013.
This is an astonishing figure as it was a 56% increase over the 18.1 million ounces sold in 2012.

According to the CPM Group, total Official Coin sales in 2013 where 136 million oz. I made an estimate by using GFMS 2012 data
and adding a percentage. Either way, 130-136 million is a lot of silver and this is just official coins.
Thus, it turns out to be roughly 17% of total global silver mine supply in 2013 (using a 780 million oz total).

China produced 8,6 mil Pandas in 2013. The Austrian Philarmonic, is doing about 20-25 millions oz/year

This information is presented for education purposes only. StockCharts.com is not responsible for any comments, advice, or annotations presented on this page. Please review our Terms of Use for more details.