L’Or favorisé par la dégradation des dettes souveraines.
AngloGold Ashanti dirigé par Mark Cutifani, Gold Fields et Harmony Gold dirigé par Graham Briggs, ont renoués avec les profits fin 2009, grâce à la hausse du cours de l’or.
Gold Fields a vu ses profits multipliés par trois , Quant a AngloGold Ashanti , il a augmenté son dividende de 17%, et diminué fortement sa dette de 30% pour la ramener à 868 millions de dollars.
On ne peut par parler de l’Or sans cité Barrick Gold, le plus grand producteur d’or du monde, et sans parler du nouveau boss l’irlandais Aaron Regent .
Aaron Regent né en Irlande a grandi en Alberta Canada. Aaron est diplômé en arts et Histoire de l’université d’Ontario.
Surprise, il débuta sa carrière comme expert comptable dans un groupe minier.
It fut partner senior chez Brookfield asset management, entre 2002 et 2005, il dirigea Falconbridge, un groupe diversifié racheté par Xstrata.
Avant de rejoindre Barrick Gold, Aaron Regent était vice-président de Noranda,une firme qui fusionna récemment avec FalconBridge.
L’or qui s’est apprécie de près de 260% au cours des dix dernières années, va certainement bénéficier de la dégradation des dettes souveraines, pour devenir un véhicule alternatif.
Les banques centrales ayant acquis 5.000 milliards de dollars supplémentaires entre 2002 et 2009, l’exposition au billet vert, étant jugée excessive, un ré équilibrage ne passera peut être pas par l’euro, mais par l’or.
Enfin Le gouvernement Chinois n’est pas prêt à voir ses positions sur le dollar évoluées,( le marché américain étant le premier débouché pour les produits chinois ) néanmoins las autorités chinoises encourage ses citoyens à acheter de l’or.
World Market/Marché mondial de l’Or.
4T 2008 : 1.080 Tonnes
4 T 2009 : 820 Tonnes
Evolution 2009 Vs 2008
Jewelry/Joaillerie(50% de la demande ) - 8%
dental & Inustry/Industrie et dentaire(10% de la demande) +11%
Trackers(30% de la demande) – 67%
Gold bar,Coins, Medals/Lingots, médailles Monnaies(10% demande) – 46%
English:
Barrick Gold Corp. announced recently it will raise about $834 million US from the initial public offering of its African subsidiary.
The new company, called African Barrick Gold PLC, will start trading on the London Stock Exchange shortly after the transaction closes next week. An offer price of 5.75 pounds ($8.80 Canada) has been set.
Toronto-based Barrick Gold , the world’s biggest gold company, decided to spin off its African assets in February because they were too small to have much impact on Barrick’s overall production profile. Also, they have a higher growth rate than Barrick Gold does as a whole.
« As an Africa-focused public company, we believe that African Barrick Gold will be better positioned to generate shareholder value from its operating platform, value which Barrick Gold will continue to benefit from as a majority shareholder, » chief executive Aaron Regent said in a statement
Gold Rises on Sovereign Debt Concerns
Gold prices rose MondayMarch 15 , 2010, on a stronger dollar and weaker risk appetite, as worries over sovereign debt in Greece and other major economies fueled buying of the metal as a safe haven.
Who is Aaron Regent appointed President and Chief Executive Officer of the Company, on January 16th, 2009.
Aaron’s outstanding strategic capabilities and highly-focused results fit in well with Barrick’s unique corporate culture.
Mr. Regent, 43, is a chartered accountant and an experienced executive with combined expertise in the mining and finance sectors. He was Senior Managing Partner of Brookfield Asset Management Inc. and Co-CEO of its Infrastructure Group. Brookfield is a global asset management company with over $90 billion under management.
Mr. Regent was previously the President of Falconbridge Limited, a Canadian-based global mining company, with over 14,000 employees and operations in 18 countries following its merger with Noranda Inc., in 2005. The combined company was sold to Xstrata PLC in 2006. The Cdn$27 billion transaction was then the largest in the mining industry’s history.
From early in his career Mr. Regent progressed swiftly through increasingly senior executive roles. His leadership and strategic experience also includes:
- President & Chief Executive Officer, Falconbridge Limited 2002 – 2005
- Executive Vice President & Chief Financial Officer, Noranda Inc. 2000 – 2002
Noranda, prior to the Falconbridge merger, was a widely diversified mining company with global operations in 14 countries and a workforce of 8,000.
- Senior Vice President, Corporate Development, EdperBrascan Corporation, and President & Chief Executive, Trilon Securities Corporation 1993 – 1995
- Senior Vice President & Chief Financial Officer, Brascan Limited, and Vice President and Chief Financial Officer, Great Lakes Power Inc., 1993 – 1995
He joined the Edper/Brascan Corporation (now Brookfield Asset Management) as Associate Controller in 1991, after articling with Ernst & Young.
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