GOLD ANALYSIS

111 TONNE INFLOW IN 5 DAYS

Record dollar demand for gold from safe haven buying - WGC

Wednesday , 19 Nov 2008
Buying up by 45% over the previous dollar record as ‘identifiable investment demand’ which includes ETFs, bars and coins, showing a 56% gain year-on-year.
SCOTIAMOCATTA METAL MATTERS

Gold ETF holdings remain robust - and silver could outshine gold - ScotiaMocatta

Tuesday , 18 Nov 2008
Despite the flood of asset liquidations, ScotiaMocatta notes that long-term investors are holding on to their gold holdings and the long term remains bullish for the precious metal, while silver and platinum are also favored.
BULLION DROPS NEARLY 20% SINCE OCTOBER

World Gold Council says gold remains a safe haven amid volatility

Monday , 17 Nov 2008
Gold will remain a safe haven for investors while other markets fluctuate, although gold bullion prices have fallen nearly 20% since October.
RBCCM GOLD CONFERENCE KEYNOTES

Every which way for gold

Friday , 14 Nov 2008
Wherever one turned at yesterday's RBCCM gold meeting in London there was little optimism in the gold sector - at least in the short and medium term.
PAPER MONEY HOAX

Gold stocks: Recent gold weakness and dollar strength may be played out

Tuesday , 11 Nov 2008
The period of relative dollar strength may be over making gold and silver and legitimate gold and silver mining companies positive sectors in which to invest.
STRONG SEPTEMBER INFLOWS

A $600 gold price could see ETF offloading

Monday , 10 Nov 2008
The VM Group says many investors in gold ETFs are still sitting on large profits as it examines if gold ETFs have been a successful investment.
CONTRIBUTED COMMENT

What has been happening to gold?

Monday , 03 Nov 2008
Specialist coin dealer Blanchard & Co. explains price decline and what is ahead. The dollar, emerging markets, the global financial crisis all hold the key.
RISING GOLD STAR

Red Back's intriguing gold web

Friday , 31 Oct 2008
How is it that an African gold miner has moved into leadership position of the global listed gold stocks sector?
GLOBAL GDP GROWTH 1.3 PERCENT

Gold:silver ratio will narrow, but base metals outlook ultra-gloomy – UBS

Friday , 31 Oct 2008
UBS believes that energy, bulk commodities and precious metals are the most attractive commodities in the current environment; base metals producers in for a torrid time.
TRADING ON MONEY FLOW

Volatility in gold price worries investors, but Eastern demand stays high

Friday , 31 Oct 2008
The recent extreme volatility in the gold price is one of the reasons traders and analysts reckon that investors have been turning to other ‘safe haven’ options in the West, but Eastern demand remains high at the lower prices seen.
STILL POSITIVE LONG TERM

Central Bank gold lending – distorting the market

Thursday , 23 Oct 2008
Some explanations of Central Bank gold lending from Jeff Nichols and a still-positive long term view on the gold price.
WAYWARD METAL

Silver could be pointing the way higher for gold?

Thursday , 23 Oct 2008
Speculators often take advantage of silver’s volatility to gear up their gold exposure when looking for a move in the sector. Is such a move underway again?
NOT JUST WISHFUL THINKING

Not a good week for gold, silver and platinum group metals

Saturday , 18 Oct 2008
A look at the precious metals sector and why gold and platinum group metals should be viewed differently with silver falling somewhere between the tw
NO EASY RIDE

Why the fall in the gold price when physical gold remains in huge demand?

Friday , 17 Oct 2008
Contrasting views on the reasons for yesterday’s gold price fall come from Mineweb’s Barry Sergeant and from Jeff Nichols of American Precious Metals Advisors, and both are almost certainly relevant at the current time.
HARD TIMES, SOFT METAL

Has gold bullion lost its compass?

Thursday , 16 Oct 2008
During a season of unrelenting fear, risible if it were not so overwhelming, gold bullion has locked the bulls into the stadium, and left.
INVESTORS MORE POSITIVE TOWARDS GOLD

Barclays Capital analysts see gold price reaching $1,000 again this year

Friday , 10 Oct 2008
Commodity prices seen to stay weak for remainder of year, but gold a positive pick as a relatively safe asset.
POSITIVE PERFORMER

Gold is telling us main currencies are weaker – not just the dollar stronger

Wednesday , 08 Oct 2008
The past few days have seen the gold price move positively and bucking past trends with the dollar and oil – positive indicators for precious metals.
TOP TRADING IDEAS

Sell bullion, buy gold stocks

Wednesday , 08 Oct 2008
The pricing of listed gold stocks is at an all time low vs. the dollar price of gold bullion.
COPPER IS ‘WELL POSITIONED’

Citigroup says gold will benefit from both monetization and muddle-through and doom & gloom scenarios

Tuesday , 07 Oct 2008
Citigroup says gold is “badly mispriced,” asserting that “the forces that have propelled gold for the past five years are firmly in place.”
BASIC METALS REMARKABLY HIGH HISTORICALLY

Salman revises gold, silver price outlook downward, says no significant decline in base metals demand

Wednesday , 01 Oct 2008
In spite of the current credit crisis, Salman Partners says “the outlook for base metals continues to be for prices that are remarkably high in historical terms.”
DOLLAR DRUMS ROLL

Gold bullion and “reality”

Tuesday , 30 Sep 2008
Credit markets crisis? As the dollar makes two-week highs, gold bullion crashes down nearly USD 40 an ounce in a day.
PRODUCERS BATTLING WITH PRODUCTIVITY

Rand gold price to strengthen still, but SA gold miners not?

Tuesday , 30 Sep 2008
Though Investec Asset Management believes the rand gold price will continue climbing, it has little expectations of better results from gold producers.
ELEVATED PRICE LEVELS FOR 12 TO 18 MONTHS

GFMS' Walker looking for $1,000 gold soon

Sunday , 28 Sep 2008
Paul Walker, CEO of metals analysis specialists GFMS reckons that gold will surge through $1,000 again and stay strong for 12 to 18 months but may then fade
HONG KONG BANK HIT

Gold the "safest vehicle"

Thursday , 25 Sep 2008
With a lack of trust in the global banking system, gold is reckoned to be the safest asset in these turbulent times by some analysts and specialists.
DIFFERENCE BETWEEN NOW AND 1970S

World Gold Council asserts gold is not a volatile asset

Thursday , 25 Sep 2008
The World Gold Council suggests that, despite the increase in volatility associated with the rally of recent years, the perception that gold is a volatile asset is not correct.
SOLID FLOOR

Crisis of trust could push gold up to $1,000 again

Friday , 19 Sep 2008
Although gold is seen as correcting from yesterday’s unprecedented rise, falls back are expected to be seen as buying opportunities and the yellow metal could well test $1,000 again before too long.
‘POWERFUL NEW PHASE OF INVESTMENT’

Citigroup metals analysts ask why gold is not already at $2,000/oz

Friday , 19 Sep 2008
As the United States wades through a deep and murky morass of financial uncertainty and turmoil, Citigroup suggests that gold is entering a powerful new investment demand phase tied to safe-haven and monetization.
INVESTOR HUB: Gold

   


TOP STORIES

WILL LEAVE DECEMBER 15

COO resigns from Teck as debt repayment plans unveiled

Saturday , 22 Nov 2008
Teck Cominco's Chief Operating Officer has resigned as the company unveils plans to pay off its Fording Coal purchase debt
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