Good afternoon
We would like to invite you to our yearly Australian Resources Conference in Zurich, 24th of February, Hotel Baur au Lac. As always, the attending companies are inviting all interested investors and other interested followers. Please pass on the information to your colleagues as well!
Please register by clicking this link:
Australian Resources Investment Conference
This year, following companies will attend:
Evolution Mining / Perseus Mining / Panoramic Resources / Prairie Mining / Genex Power / Graphex Mining / Breaker Resources / Peak Resources / Finders Resources / Energia Minerals
Market Update
Oh my god...this guy in the States is a narciss with a childish, huge ego...once this is getting hurt, it´s getting dangerous! And he does not have to worry about otehr things than the numbers of viewers wtaching him...This is a nightmare. Everything seems possible....and volatility in politics will go through the roof! And no doubt, we will see a lot of "alternative facts" over the next year or so...other people would call that "fake facts"!
I already begin to wonder, for how long he will be there!? Scandals/ him stepping down because he is getting bored and frustrated / his republican backers not backing him anymore / people rioting in the streets...all of this is possible over the next few years. You should own some gold...and probably rather 10% than 5%! It´s on the way to 1300!
Trump´s confirmation to build bridges and roads to make America Great Again are supportive for metal prices today, along with a weaker US$.
Europe is experiencing the coldest Jan in 5 years, driving up power prices here.
Mining stocks in London strong again today....Antofagasta is making anew, 18-month high, while Glencore ( at 3.22 ) is approaching a 4-year high! What a change - I would have never dared to touch them at 75p only less than 12 month ago! From near bancrupcy to paying 1 Bill in dividends.....
Prairie Mining - excellent coal quality confirmed from test results! Not only does their coal attract a price at least in line with the benchmark - it would also attract a premium price for location, as transport costs from Poland to Germany/Central Europe will be a lot lower than from Australia or the US...This is a very overlooked coal story, as the time frame is probably too long for "normal" investors. But history shows, that Ian Middlemas is not really a developer of assets - rather a trader. And this company, holding two quality assets in a good country, with all infrastructure in place, will attract interest from larger players. The potential of PDZ is massive - and the MD will show that to you at our conference in Zurich on the 24th of February.
Lucapa Diamonds - the very positive Quarterly has not really been a surprise, as all production numbers had been know before. Cash generation has been excellent, as the subsidiary is sitting on 14 Mill US$ in cash - part of which will be paid out soon. The market is waiting for positive exploration success, which is the only thing missing - but the stock is only priced for alluvial production, anyway. Three drill rigs will be working soon.
Have a nice evening
WS
Schröder Equities GmbH
Seitzstr.7a
80538 München
Tel. +49-89-4613440-0
Fax +49-89-4613440-10
email: wschroeder@schroeder-equities.com
website: www.schroeder-equities.com
eingetragen im HR München, HRB 166985
Geschäftsführer: Wilhelm Schröder
The information contained in this communication is confidential and is intended only for the use of the addressee. Unauthorised use, disclosure or copying is strictly prohibited. If you have received this communication in error, please delete it and notify us by telephone at +49-89-4613440-0, by fax at +49-89-4613440-10 or by e-mail at wschroeder@schroeder-equities.com immediately. Please note that this communication does not constitute and may not be construed as investment advice and / or referral to buy or sell financial instruments. Unless specified otherwise, the views expressed in this communication are solely subjective notions of the individual sender and / or the entity or individual stated as the author of any information submitted. Performance in the past may in no case be considered as an indication for future performance. Please also note that Schröder Equities GmbH and / or its officers or employees may have interests in financial instruments referred to this communication. A current list of shareholdings can be emailed on request. Furthermore, our clients are hereby informed that Schröder Equities GmbH renders advisory services to Nestor Australien Fonds, an investment fund administered by Nestor Investment Management S.A. Luxemburg. Please also note that e-mails can be intercepted by unauthorized persons.