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  1. Today
  2. Michael Oliver may be Right... Quick move to GDX-$40... GDX: Quick 20%+ GAIN if brk'out over $31? (says Michael Oliver) Precious Metals & Political Chaos: Gold, Silver & Changing World Order ===
  3. Michael Oliver may be Right... Quick move to GDX-$40... GDX: Quick 20%+ GAIN if brk'out over $31? (says Michael Oliver) Precious Metals & Political Chaos: Gold, Silver & Changing World Order > Precious Metals and Political Chaos: Gold, Silver and a Changing World Order === RE SILVER / Someone commented on my chat: " very interesting point about silver ...one of the speakers did research on possible suppression of silver price through JP Morgan and he found out that the suppression is being made by the Chinese through JPMorgan ...they want lower prices because of the use of silver by solera panels producers additionally recently there has been exercise of deliveries on Comex by Indian companies as the Indian gov is subsidiazing the production of panels "
  4. Yesterday
  5. Spikey MUX on another run towards $10, and maybe higher? MUX: $9.63 +0.56 RATIO: KDK to-MUX: C$0.57 /$9.63=C$13.05= 4.2% RATIO: FCX to-MUX: $45.89 / $9.63 = 4.76%
  6. RGLD : $117.36 + $7.30, +6.63% BMO Capital Upgrades Royal Gold to Outperform, Adjusts Price Target to $158 From $148 03/27/2024 (MT Newswires) -- Royal Gold (RGLD.NaE) has an average rating of outperform and price targets ranging from $115 to $166, according to analysts polled by Capital IQ. (MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)
  7. I am buying: RCR, 5.46% of TLT, buying other Reits too REIT stocks are attractive to Buy Here... if TLT is about to Rally TLT (93.77): RCR: 5.12, 5.46%. MReit: 12.94, 13.8%; DDmpr: 1.19, 1.27% ===
  8. I am buying: RCR, 5.46% of TLT, buying other Reits too REIT stocks are attractive to Buy Here... if TLT is about to Rally TLT (93.77): RCR: 5.12, 5.46%. MReit: 12.94, 13.8%; DDmpr: 1.19, 1.27% ===
  9. Buying DD again... near 7.82 DD vs DDmpr: 7.82 / 1.18 = 6.63x; PER: 3.67, Div.Y: 3.36%, @3.27.24 01.09.24 : DD: 8.13 / 1.21 = 6.72x DD : 7.82 -0.06, Tang. NW : 14.42 (ye'2022). PER is: 3.67, Historic Yield: 3.36%, DD: I am buying back in now, though I think it could drop a bit further to major support at/near 7.50. I sold into the spike above 9.00, so I am buying in cheaper now. Ye'2022 Book Value was: P19.15. Tang. NW : 14.42. PER is: 3.67, Historic Yield: 3.36%, should be boosted, I suppose
  10. Last week
  11. BREAKOUT! close over $4.60 soon? Then, Next target: C$5.50 ARIS.to, All: Jul.2018: 2023w/UGL: YTD: 10d, $4.51 +0.06 ARIS.to, All: C$4.51, 882d MA; $4.60
  12. GROY in upwards thrust, last $1.90/UGL-68.66=2.77% Interview with GROY's CEO, David Garofalo: "The Golden Secret". 33,488 views Mar 23, 2024 "Gold isn't a commodity". Grant Williams sits down with CEO of Gold Royalty Corp (NYSE: GROY) to spill the beans on what's really going on in the gold market.
  13. TNX : 10-yr Rates (x10); recently, 4.35%, now 4.218%, USO 78.7 >76.68, -2.6% As discussed yesterday at the Meetup... TNX - 42.18 / 10 yr rates (x10) versus two inflation drivers; USO- Oil etf, DBA- Agricultural commodity etf. Looks like 10 yr rates have already made a Right Shoulder at 4.35%, and are headed back down again. If this continues, REITs should follow, with a lag, the rally in LT Bonds (TLT: 93.98 )
  14. SUN SHINES at Last. Can the Rally last? RCI : Last: 2.02 -0.18, Range ( 0.415 to 2.84 ) === Is there sunshine in Roxas & Co.’s future? Leandro Leviste becomes largest individual shareholder with 7.55% stake Millennial bilyonaryo Leandro Leviste has secured a significant stake of 7.55% in Roxas and Company Inc., catapulting him into the position of the largest individual shareholder of the listed property holding firm. RCI’s stock price has witnessed a meteoric rise, surging over threefold in just a week. From a modest P0.59 per share on March 11, the price skyrocketed to a peak of P2.28 on March 19, before settling at P2.19. Speculation abounds that the surge is fueled by expectations of converting the company’s newly acquired properties into solar farms, further enhancing RCI’s potential. ADVERTISEMENT Based on Tuesday’s closing price, Leviste’s 188.89 million shares have a market value of P413.7 million. > https://bilyonaryo.com/2024/03/19/is-there-sunshine-in-roxas-co-s-future-leandro-leviste-becomes-largest-individual-shareholder-with-7-55-stake/business/
  15. EDUCATIONAL PLAY? In IPO. owner of MAPAU University Edu-stocks: STI-0.78, 1.13% IPO-7.10, 10.3 / Psei-68.94: 10.3%. HI-3.49, 5.06% IPO / iPeople-7.10, V-0.79 RATIOS -- Sym. 03.22: PER : Yield : Bk.Vl. : %bv : 1yr. Range Psei: 6,894: === : === : ==== : ====: 5920-7021 IPO : P7.19 : 13.3: 20.6%? 11.91: 60.4%: 5.80 - 9.00 > if 0.19, then 2.64% yield HI : P3.49: N/A : 1.43%: 23.65: 14.8%: 3.21 - 5.39 STI : P0.77: 6.26: 3.90%: P0.92: 83.7%: 0.34- 0.86 FEU : 560. : 7.26: 5.71% : 439.0: 128.%: P532- 650 CEU: P8.99: 7.51: 6.67% : 14.32: 62.8%: 6.53 - 9.05 V : P0.79: 4.27: N / A : P2.47: 32.0%: 0.70 - 0.82 RCB : 22.80: 4.12: 4.74%: 57.11 : 40.0% 20.60-25.5 House of Investments, Inc. iPeople, inc. (IPO) is the holding company under House of Investments, Inc. (HI) and the Yuchengco Group of Companies that drives investments in the education sector. A merger of Yuchengco Group and Ayala's educational assets occurred. Themerger was completed on May 2, 2019, with the Yuchengco Group of Companies owning 51.3% of iPeople and Ayala Corporation with 33.5% share of the said company iPeople press release - 1 "Yuchengco-Ayala Education Partnership Introduces Breakthrough Experiential Global Education with Top US University", 02/21/2023 Mapua Schools Collaborate with America's Most Innovative University. iPeople, the publicly listed Yuchengco-Ayala education partnership, introduced today a first of its kind offering that enables Filipino students to immerse themselves in global educational experiences with top international universities and a top Philippine university, in a highly cost-effective manner. Last year, iPeople school Mapúa University and its daughter schools Mapúa Malayan Colleges Laguna and Mapúa Malayan Colleges Mindanao, entered into a collaboration with Arizona State University (ASU), which has been ranked America's most innovative university, ahead of Stanford and MIT, over the past 8 years. The collaboration is focused on Business and Health Sciences programs. In the latest US News & World Report online program rankings, ASU's W. P. Carey School of Business ranked Top 10 in the US across 8 programs and disciplines, including the #1 spot for online bachelor's in business programs, and ASU's online bachelor's program in psychology was ranked #4. Through this collaboration, the Mapúa schools also became members of the ASU-Cintana Alliance, a global network of 15 of the most innovative higher education institutions in the Americas, Europe and Asia. Chris Hill, Chief Strategy Officer, and Head of Asia Pacific at Cintana, said, "We are delighted to be collaborating with the Mapúa schools, whom we selected as our Philippine champions, because of their long- standing reputation for innovation and academic excellence. The recent ranking of Mapúa as one of the top 4 Philippine universities, together with UP, Ateneo and LaSalle, in the Times Higher Education World University Rankings, is clear evidence of the quality of a Mapúan education." C06758: iPeople SEC approval of the merger of NTC and APEC Schools, 09/05/2023 In compliance with the disclosure requirements of the Securities and Exchange Commission, iPeople, inc. ("the Company") hereby informs the SEC and PSE that on September 5, 2023, the Company received a copy of the Certificate of Filing of the Articles and Plan of Merger of iPeople subsidiaries' National Teachers College (NTC) and Affordable Private Education Center, Inc. (APEC Schools), issued by the SEC on August 30, 2023. The plan of merger shall take effect five (5) business days after the SEC approval and issuance of the Certificate of Filing of the Articles and Plan of Merger, with NTC as the surviving corporation. MERGER with Ayala Education On January 8, 2018, YGC and Ayala Corporation, through a joint press statement, announced the merger of Ayala Education and iPeople (IPO), Mapúa's parent company, with IPO being the surviving entity. The merger was completed on May 2, 2019, with the Yuchengco Group of Companies owning 51.3% of iPeople and Ayala Corporation with 33.5% share of the said company.[1] On August 1, 2021, the old Makati campus at Gil Puyat Avenue was closed. It relocated its site at a former Bormaheco property along Pablo Ocampo Street, which was acquired and converted by the Yuchengco Group in 2018.[16]
  16. Earlier
  17. David Hunter now says his Gold target (before the big bust) is $3,000+ ... and sometime AFTER the bust, $20,000 >
  18. The Virtual Condo rose by 5.0% since Nov.3, 2023. Is that GOOD? That compares with PSEI rising from 5989, > 6869, or +14.7% in same time period. My model PHL. Portfolio rose by over 13% from ye'2023. & by 15% from end Oct'23 For YTD, PSEI rose from 6450, > 6869 - that's 6.5% (just HALF the model's 13%) According to Wilson SY, the best season for PHL.stocks is "From Halloween to Valentine's Day."- see Chart above, THAT was the sweet spot. BUT The POINT of the Virtual Condo is not to beat PSEI, especially in Good times. It is to beat the income performance of Condos, and other properties. The virtual condo will likely underperform in a Bull Market, & outperform in a Bear Market.
  19. UPDATING.... Virtual REIT Portfolio rose 5.0% to P 9.45 M, 3.20.24 Virtual Condo, 9Million, Original Buy at 3.Nov.23 4stk Areit: Mreit: RCR: Filrt : 4 REIT Stocks M’s: 2.25, 2.25, 2.25, 2.25 : Millions of Pesos Last 32.65:12.20: 4.76: 2.99 : Price at 3 Nov.'23 Div. P2.06: .982 : .391: .301 : Last 12 months Yld 6.31%:8.05% 8.21%:10.0%: Div. Yield Ave 8.14%, x 90%= 7.326% : Aver. Yield, After-Tax Shs 68.9k, 181.k, 473.k, 752.k: 000's Shares Bought DPa 142.k, 181.k, 185.k, 226.k: Dividends per annum. D/yr: 734.k P/mo 61.2k, monthly average : 61.2k= 55k. Af-Tax Last 35.00: 13.10: 5.12: 2.99 : Price, 20 Mar.’24 Div. P2.20: .982 : .391: .280 : Last 12 months Yld 6.29%:7.54% 7.64%:9.36%: Ave.Yield= 7.71% s Yld 6.31%:8.05% 8.21%:10.0%: Div. Yield, 3.Nov.23 Orig 32.65:12.20: 4.76: 2.99 : Price, 3.Nov.23 Shs 68.9k, 181.k, 473.k, 752.k: 000's Shares Bought Val. 2412, 2371, 2422, 2248 = P9,453k, +5.0% DPa 152.k, 178.k, 185.k, 210.k: Dividends per annum. D/yr: 725.k, was 734k P/mo 60.4k, monthly average : 60.4k= 54.4k. Af-Tax / 61.2: -1.3% decrease in Div. on 9M port. since 11.3.24 While there was a 5.0% Rise in Market Value
  20. xx Is MCD Stock a Buy? - Negative Book Value and Big Mac Index Explained McD's "Secret Sauce"... Do you guys want to talk about Negative Book Value? 4mo Ago: Is McDonald's (MCD) Stock Undervalued? Buy Now? OZ- weight-loss Drugs may have impact on Calorie intact, & demand for fast foods Neg, BV is misleading. because the Depreciate their Properties to Zero over 20 years MCD: since 2000 JFC : since 2000 PIZZA : since Oct, 2016 - Peaking near Php 11.00? AGI : since 2000 ==
  21. AGI (9.60) & MAXS (3.43) ... from 2021 - are Low (& cheap vs. BV) AGI to-MEG : Ratio- 5.1x AGI (9.80) / MEG (1.92)= 5.10x; AGI-to-JFC (264)= 3.71% C00830: Alliance Global share buy-back transactions - 1 Type of Securities: Common Details of Share Buy-Back Transaction(s): Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 10,000 Price Per Share: 11.30 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.28 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.26 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.24 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.22 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.20 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 3,000 Price Per Share: 11.08 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 4,000 Price Per Share: 11.06 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.04
  22. "BURGERS" concept. Compare MAXS (chick) & PIZZA (shakeys) MAXS-etc (3.45) / JFC (264)= 1.31%, AGI (9.82), 3.72%; @ 3.19.24 AGI (9.82) vs.JFC (264): =3.72%, MCD (279), MAXS (3.45), PIZZA (10.02) %BV: a-25.45, 39%, j-55.61, 475%, m-(6.51), neg.; mx-4.97, 69%, pz-4.18, 240%
  23. "BURGERS" concept. Compare MAXS (chick) & PIZZA (shakeys) AGI (9.82) vs.JFC (264): =3.72%, MCD (279), MAXS (3.45), PIZZA (10.02) %BV: a-25.45, 39%, j-55.61, 475%, m-(6.51), neg.; mx-4.97, 69%, pz-4.18, 240% ===
  24. "BURGERS" concept. Compare MAXS (chick) & PIZZA (shakeys) AGI (9.82) vs.JFC (264): =3.72%, MCD (279), MAXS (3.45), PIZZA (10.02) %BV: a-25.45, 39%, j-55.61, 475%, m-(6.51), neg.; mx-4.97, 69%, pz-4.18, 240% ===
  25. MEG-BV: P1.92 / P7.20E= 26.7% MEG ... Last: 1.92 +0.01, LOD: 1.91 MREIT... All: 6mo: Last: 13.40 -0.10, LOD: 12.80 MREIT (13.00) vs. TLT (92.66) = xx%
  26. (GERI) is the leading developer of master-planned integrated tourism estates in the Philippines, with a current landbank of 3,100 hectares in major tourist areas ... GERI: Last: 0.75; Range ( 0.74 to 0.95 ) PE: 4.78, BV: 2.90 ye'22 C07896: Global-Estate Resorts press release - 11/08/2023 "GERI'S CORE BUSINESSES CONTINUE TO GROW IN FIRST 9 MOS OF 2023" Megaworld subsidiary Global-Estate Resorts, Inc. (GERI) reported solid performances of its core businesses during the first nine months of the year, highlighted by its strong real estate sales, hotel and leasing operations during the period. Consolidated revenues grew by a strong 23% to P6.0-billion from P4.8-billion in the same period last year. Net income remained at P1.5-billion considering more vertical projects were sold this year compared to mostly horizontal projects last year. GERI's real estate business continue to lead the company's growth and accounts for the lion's share of its total revenues. Real estate sales grew by 22% to P4.7-billion from last year's P3.9-billion, driven by bookings from its various projects in Boracay Newcoast, Southwoods City in Laguna, and Twin Lakes in Laurel, Batangas. Reservation sales, on the other hand, increased by 15% to P15.6- billion during the first nine months of the year. Projects in Boracay Newcoast, Eastland Heights in Antipolo, Rizal, and Twin Lakes contributed 79% of GERI's total reservation sales. Hotel operations, which comprise hospitality properties in key tourism areas of Boracay and Tagaytay, grew by 73% to P441-million from P255-million during the three quarters of the year due to higher occupancy of and revenue per available room compared to year-ago levels because of the continued rise in local tourism and MICE activities. Leasing revenues from its office and mall properties, on the other hand, grew by 29% to P409-million from P317-million last year. The contribution of retail spaces continues to be the key driver of growth, as commercial rental income accounts for majority of the total leasing revenues for the period. This was driven by improving tenant sales brought about by the increase in foot traffic in the company's commercial developments, particularly in Southwoods City, Twin Lakes, and Alabang West. === 80.4%? stake (GERI) was established; and, in 2013, AGI subsidiary Megaworld Corporation acquired an ownership interest in the company. Aligned with the consolidation of all of AGI's property development businesses, Megaworld acquired AGI's stakes in GERI by 2014, officially making the company a subsidiary of Megaworld.
  27. DNL -etc: P6.26 / TLT: $93. PSEI: 6,900; PER: 19.5, Yield: 4.79%; BV: 2.89 !!, LOW BV
  28. MREIT: 13.24/TLT:92.94= 14.2% , RCR: 5.14, 5.53%, DDmpr: 1.18, 1.27%
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