Yamana Gold Share Discussion Threads

[mad jack mcmad] 07/1/2010 23:50

Exploration update

[qs9] 06/1/2010 17:23

not yet, haven't had a chance to look myself! happy to see Gold continue to head North and wait for YAU to catch up!

[blowitall] 06/1/2010 10:53

QS9
Did you have the answer?

[qs9] 05/1/2010 07:21

Gold price continuing its 2010 run...

[qs9] 04/1/2010 14:47

Great here comes the "wooosh"...

[qs9] 04/1/2010 13:56

when is next update due...better ask mhyself as no one else here!!

[qs9] 31/12/2009 11:48

GOld bouncing nicely....looking forward to YAU's next update to see how increased gold price has affected figures...

[qs9] 24/12/2009 08:20

don't have right s/w UKgeorge, have you a quick summary? thanks

[qs9] 24/12/2009 08:19

Nice to see gold back through $1.1k

[qs9] 23/12/2009 16:15

Bounced from recent sell off....all I can see is eps being moved up on a consensus basis, roll on 2010 when this may get a proper rating!

[ukgeorge] 03/12/2009 14:26

Yau presentation

[contrarian2investor] 03/12/2009 13:32

Hi all fellow long-term holders,

Here is an article that should bode well for YAU:


Precious Metal ETF Inflows Soar To Dizzying Heights
Vince Veneziani|Dec. 3, 2009, 8:23 AM
Investing, Analyst Research, Commodities, Gold
An analyst report from RBS examines how investors are going absolutely bonkers for precious metal ETFs:

RBS: The strong price gains seen in November across the precious metals have brought with them fresh investor interest in the sector. At end November all four families of precious metal ETFs stood at record highs in both volume and value terms. But the net speculative long positions on COMEX/NYMEX also stand at near record levels for all of the precious metals.

Here's the breakdown:

Gold ETF holdings rose by 24t (1%) in November to a record 1,762t. Holdings are up by 573t (48%) YTD. The value of gold ETF holdings rose by $8.5bn (15%) to a record $66.6bn as the gold price rose by $136/oz (13%). Total ETF value has increased by $34bn (101%) YTD. In euro terms the gold price rose by 11% mom as the US dollar finished the month 2% weaker against the euro. The euro value of gold holdings rose by 13% in November, ending the month at €44.5bn.

Silver ETF holdings rose by 787t (7%) in November to a record 11,882t. ETF value rose by $1bn (17%) as the silver price rose by 9% mom in US dollars and 8% in euros. YTD holdings have advanced by 3,628t (44%) and the value of holdings has increased by 142% in US dollars and 125% in euros.

Platinum ETF holdings rose by 1.7t (9%) in November to a record 20.4t and the value of holdings rose by 9% in US dollars and 7% in euros. YTD platinum holdings have advanced by 121% and their value has increased by 255% in US dollars and 231% in euros.

Palladium ETF holdings rose by 1.3t (4%) in November to a record 35.3t and their value advanced by 15% in US dollars and 14% in euros. YTD palladium holdings have risen by 72% and their value has increased by 237% in US dollars and 214% in euros.

c2i

[qs9] 03/12/2009 07:29

Not that IT savvy! But the consensus I can see on Barclays stockbrokers is for next year eps which has increased over the last month as follows:

62.76
68.72
72.26

so current next year eps is 72.26 consensus by what I can see on that web-site...obviously DYOR....

Personally cannot see how the eps can rise so little given gold price rise, but maybe I am missing something and consensus does not always provide the best view of most up to date broker forecasts by its very nature!

[contrarian2investor] 01/12/2009 20:15

QS9,

Please can you post the link for the Barclays upgrade.

c2i

[qs9] 01/12/2009 19:12

GP continuing northwards march....Yau I can see on barclays upgraded eps (finally) so hopefully see consensus edged up over coming months IMO due to continued high GP.....very much looking forward to next RNS from YAU and others to see how it is affecting their bottom lines...

[qs9] 01/12/2009 15:11

new record highs of gold, hopefully YAU can start pushing ahead as well....!

[qs9] 26/11/2009 15:52

Up now on a awful FTSE day...

[zutalors] 26/11/2009 08:46

Inverse head and shoulders on chart gives target of £10

[qs9] 25/11/2009 08:48

Have there been any new notes/upgrades for YAU yet?

[ukgeorge] 25/11/2009 08:38

yep amazing rise in gold,

[qs9] 25/11/2009 07:37

And with gold nearly at $1,200....this hopefully will be seen by the city this week!

[qs9] 24/11/2009 10:34

gold continuing to rise....

[ukgeorge] 23/11/2009 08:20

yes just wait for the US to open.

[qs9] 23/11/2009 08:20

haha, thanks, not one of my strong points!