Análisis precio Plata
Me resultan muy interesantes los graficos de Market Anthropology , que es muy bajista en la plata:
Las ventas de las monedas de plata de inversión American Silver Eagle del 2013 han sido suspendidas por la Casa de Moneda de EE.UU. después de que se quedaran sin inventario debido a la creciente demanda de los inversores.
Michael White, portavoz del US Mint ha señalado que se han vendido 6.700.000 monedas de una onza de plata American Silver Eagle entre el 7 de enero cuando las monedas se pusieron a la venta hasta el 15 de enero. En el primer día de disponibilidad los compradores autorizados habían realizado pedidos de 3.937.000 de monedas de una onza. Las ventas más altas en un día de ventas en toda la historia del programa.
Se espera que se reanuden las ventas en torno a la semana del 28 de enero, de acuerdo según confirma un correo electrónico mandado el jueves por la Casa de la Moneda y dirigido los distribuidores autorizados.
Casi el 100% de los 40 millones de onzas de plata producidas en USA en el 2012 fueron aplicadas en la acuñación de las “eagle silvers”.
“En el 2007 obtenían 7.3 onzas de plata por tonelada de rocas procesadas, en el 2012aumentaron su producción pero …sólo obtienen 3.4 onzas por la misma tonelada, esto implica mucho más costos de energía.”
Infografico de la plata:
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How to buy silver
You can play silver in several different ways. You can buy the actual metal, though it is subject to VAT. I know one chap who gets round this by buying antique tea sets at below the value of their silver weight.
Another way to avoid VAT is to buy metal through online dealers such as BullionVault, Goldmoney and Goldcore and not take delivery. There are also exchange-traded funds that track the silver price (LSE: PHAG is one).
If you’re interested in the miners, the largest silver producer is actually BHP Billiton – hardly a pure play. Yet the large cap pure plays – Pan American Silver and Fresnillo – have underperformed the metal in recent years. So why bother taking on the individual company risk?
However, some of the smaller producers have excelled. In particular, I like First Majestic (NYSE: AG; TSX: FR), which I tipped in my silver report a few years back. Its president, Keith Neumeyer, has taken the company from below $1 in late 2008 to $25 at one stage. It’s now at $18. Neumeyer is growing the company all the time, more and more mines are coming into production, while further acquisitions are being made. Neumeyer has a proven record on delivery.
If you want to consider other smaller producers, or companies with near-term production potential, I would take a look at Impact Silver (TSX: IPT) and Santa Cruz (TSX: SCZ), both of which trade on the Venture exchange in Canada.
De momento Mr Timing va acertando, momento de comprar un poco?
Coin collectors also have been buying up silver: In January, the U.S. Mint sold out of 2013 silver American Eagles after selling 6.01 million ounces of Eagles, the most since January 2012.
Manos debiles comprando muchisima plata, a mi me parece muy tipico de burbuja, sobre todo comprando monedas, cuando el premium es bastante alto comparando con bullion.
Silver investors acquired 27.1% of all silver demanded in 2011, compared to only 10.2% in 2006. In just five short years not only did investment demand grow by nearly 170%, but it also grew so quickly that investors were able to displace the rapid decline in photographic, jewelry, and silverware demand.
Repeat: silver investors have been the primary driver of silver demand, making up so much of the pie that they now displace a decline in photographic, jewelry, and silverware demand over the past five years. Silver investors are the market for silver demand.
In short, investors, not end-users, make up far more of the silver market today. And over the past few years, silver investors have accumulated hundreds of millions of ounces – more than one half year of all production in the finest of purities – which could be quickly and easily dumped upon the market at any given time.
Silver is the ultimate in speculative bubbles. It produces no value, no cash flow, and a single ounce of silver will never turn into two. It is as unproductive as an asset as one can own. Once the masses come to realize that their profits are contingent on new and more silver investment, silver’s meteoric rise will come to an end.
Aun con lo Chipre, la plata muestra debilidad:
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