Jump to content

drbubb

Super Admins
  • Content Count

    108,743
  • Joined

  • Last visited

Everything posted by drbubb

  1. 'The acquisition wave is coming' - Mark O'Dea Sep 17, 2020 Guest(s): Mark O'Dea Chairman & Founder, Oxygen Capital With precious metal prices up sharply this year and a depleted pipeline of projects due to under-investment, the chair and founder of Oxygen Capital, Mark O'Dea, told Kitco on Monday there won't be that many new mines opening after his Pure Gold Mining (TSX-V: PGM, LSE: PUR) starts up later this year. Oxygen Capital is an integrated merchant bank and mining house behind the companies such as Pure Gold and Discovery Metals. O'Dea sold his previous company, ... (read more)
  2. Cycles, & GEI's Favorite Gold shares Update on the Favorite-Gold stocks: Did some selling of GCMwtB this week, though they may not be done with their Rally just yet. Fav-3 Gold: ... update : +MUX: +AAZ: 10d.// : A: B: C: D: g +b: TvF /10d > a, b, c, d: e: f: g: o: cu: x: s: tvi: TvF:2: SxS: Big3: GOLD shares, Favored-4 vs.GDXJ ... update : 10d/  The "favored three" is led by this one, GCM.t, Gran Colombian Gold: 4yrs > see: GCM thread UPDATE, 2/21: GCM broke out to $6.97 as ROXG lags at $0.98 (despite good drilling news). GDXJ: $44.97 (The following is also posted on page 2, June 3, 2020): HOT NOW - But how much longer? SPECULATIVE JUNIOR MINING & exploration - this is a pretty good summary of the risks & rewards of investing in this "now hot" sector : Dave Kranzler: You Haven’t Missed The Gold Stock Run-up…It’s Just Getting Started / 1-2 years to go? Maybe and maybe not. We may well hear arguments like that at the Top, so if you invests, invest carefully, and keep and eye on the Exit. Still, this was a decent interview about the dangers of local jurisdictions, using Stops, etc.
  3. SILVER vs Silver shares Junior Silver shares (like Aftermath & Defiance) run with "the fast boy" AGQ, 3x Bull etf on Silver AAG.v & DEF.v vs. AGQ ($58.31) ... YTD: 2yr: 1yr: 10d/ AAG.v: C$0.88 (1.51% Agq), DEF.v: $0.61 (1.05% Agq), Ratio: AAG.v (C$0.88) to AGQ ($58.31): AAG.v: 1.51% Ratio: DEF.v (C$0.61) to AGQ ($58.31): DEF.v: 1.05% ==
  4. SIL / SLV : Silver Miners vs. Silver etf = Ratio near 2.0 SIL / Global X Silver Miners ETF vs SLV / Silver etf These two are HIGHLY correlated. The look Suitable for "pairs trading" SIL vs SLV ... 2yr : 1yr : 6mo : From 12/6/17 flipped : fnplf ... slv-sil: 5d : wEur : 1 2 3 : v.Gdxj 10d : Ratio : SIL -to-SLV is "stuck" near 2.0 (but could break out again): SIL-$30.21 / SLV-$15.78 = R 1.914 == S: Jul15c $0.80 / Jul29c $1.60 : $11,200 : 30.6/15.8= R1.937 -locked! Yahoo Statistics @ 3/16/19 Sym : Price: MktCap: EntVal: Ebitda : EV/eb.: Earns : PER-: Div. : Yield : BkVal : P/BV : AG- : $6.64: $1.30b : $1.46B: $52.3M: r27.86 : (1.11) : N/a- : $0.00: N/a- : $3.07: 216% : CDE : $4.68: $951M : $1.34B: $123.M: r10.84 : (0.26): N/a- : $0.00: N/a- : $4.19: 112% : Paas: 13.29: $2.78b : $1.82B: $222M : r: 8.21 : $0.07: 198. : $0.14 : 1.09%: $9.82 : 135%; AUY : $2.55: $2.42b : $4.29b: $614M: r 6.99 : (0.30): N/a- : $0.00: N/a- : $4.20: 61% : AEM : 43.69: $10.2b : $11.8B: $784M : r15.80 : (1.40): N/a- : $0.44 : 1.01%: 19.41: 225%: Gold : 13.01: $22.7b : $29.4B: $3.06b: r:9.60 : (1.32): N/a- : $0.16 : 1.22%: $6.50: 200%: NEM : 33.15: $17.7b : $20.2B: $2.74b : r: 7.36 : $0.64: 51.8 : $0.56 : 1.68%: 19.70 : 168%: Gcm.t $3.70: $17.7b : $179M: $95.7M : r:2.41 : (0.29): N/a-: $0.00 : 0.00%: $5.40: 69%: Silver A big shift in relative prices in just 10 trading days SLV & SIL-etc : 5d : 10d : 2mo : 6mo : SIL-$30.21 /SLV-$15.78 = Ratio: 1.914 / narrowed by 3.5% in 10 days The Ratio came down, because of Friday's 6% drop is FRES / Fresnillo SIL - Global X Silver miners etf - Top 5 : 5yr : 2yr : 6mo : 10d 5d / $30.21 -0.31: - 1.02% / KoZn-10d : w/SLV 6m : KorZinc -etc- SIL, Fres.L, Poly.L / 5yr : 2yr : 10d ... FRES.L / Fresnillo PLC : 5yr : 2yr : 6mo : 10d / Last: GBP 1,216 - 83 : -6.39% : vol. 2.78 million FNLpf / Fresnillo as a bellwether ... update : 08/6/2018: 14:48 It seems JP Morgan have reduced their price target for FRES from 1400 to 1350. HTtps://www.morningstar.co.uk/uk/news/AN_1528451335662437800/winners--losers-summary-standard-life-down-as-lloyds-exits-holding.aspx They have done the same to HOC which has fallen in the same way. Symbol Last- Chg.: PRratio: Yield : Ern.Y : Payout SIV -: 30.21 - 0.31 : PER-n: 0.02%: PER-n : SLV -: 15.78 +0.06 : PER-n: Yld-n : PER-n : PolyL : 661.6 - 2.40 : 10.59 : 6.53% : 9.44% : 69.2% : WPM : 22.17 +0.14 : 158.4 : 1.62% : 0.63% : 257.% : KrZn. : 428.k Unch. : 12.46 : 2.33% : 8.03% : 29.0% : FresL : 1216. - 000. : 20.53 : 3.56% : 4.87% : 73.1% : PAAS: 17.61 - 0.16 : 18.15 : 0.80% : 5.51% : 14.5% : TAHO: $5.34 +0.04 : PER-n : 4.49% : PER-n : HL --- : $3.74 - 0.04 : PER-n : 0.27% : PER-n : CDE --: $7.77 - 0.02 : PER-n : 0.00% : PER-n : SSRM: 10.30 - 0.06 : 23.28 : 0.00% : 4.30% : 00.0% : AG --- : $7.30 - 0.17 : PER-n : 0.00% : PER-n : === Top 5 Holdings : Charts: 10d 5d : Top 10 : Full Holdings (.csv) : As of 6/7/18 Net Assets % Sym / Name Market Price ($) Shares Held Market Value ($) 12.60 Poly.L / POLYMETAL INTL 8.91 6,034,946 53,770,653.00 12.43 WPM / WHEATON PREC MET 22.03 2,407,875 53,045,486.25 11.73 kr:010130 / KOREA ZINC CO 403.16 124,165 50,058,570.69 11.67 Fres.L / FRESNILLO PLC 17.43 2,857,073 49,800,571.99 5.08 Paas / PAN AMER. SILVER 17.77 1,218,877 21,659,444.29 53.51% LINK to here: https://tinyurl.com/SIL-SLV
  5. drbubb

    SILVER

    SILVER vs Silver shares Junior Silver shares (like Aftermath & Defiance) run with "the fast boy" AGQ, 3x Bull etf on Silver AAG.v & DEF.v vs. AGQ ($58.31) ... YTD: 2yr: 1yr: 10d/ AAG.v: C$0.88 (1.51% Agq), DEF.v: $0.61 (1.05% Agq), Ratio: AAG.v (C$0.88) to AGQ ($58.31): AAG.v: 1.51% Ratio: DEF.v (C$0.61) to AGQ ($58.31): DEF.v: 1.05% ==
  6. Dr.B's Trading Diary : 2020: Diary's 132nd Month = 12 years. Almost 11 years since 3/09 Low : of Dow: xx Dow closed 2017@ 24,719, 2018@ 23,327, 2019@ 28,538 +22.3% (YrH: 28,701.66, L: 23,301.59, -18.2% under Yr.H) Top of Page Charts (Odd) : Channel-GE : MP : PP : Charts : Acore : Fringe : Ag B E G H : Featured Video - Deep & thoughtful ideas here Vitalik Buterin (of ETH) on "The Portal", Ep. #012 - The Ethereal Prince and His Virtual Machine =============== DrBubb's Diary - Jan. 2020 Trading - v.132 FRT/ Fed Racetrack: Gold (GLD) vs Stocks (SPY) : GLD-SPY : FRTw/SLV : vs.CRB : GLD-hr : SPY-hr : GLD/SPYratio The Fed's money-printing has maintained confidence in markets - but the money has gone not only into stocks, but also into other areas. For many months, money flowed into commodities like Gold, pushing prices higher even faster than stocks, as the chart above shows. But since Gold's peak in Aug.2011, stocks have outperformed gold. Since then, these two assets have sometimes tended to trade counter-cyclically to each other. Gold in EURO - very worthwhile to track Short Term: Gold-in-EUR>: Gold-in-USD> Medium Term - 3 Years: Gold-inEUR or GLD-toEUR: US Stocks: "SPX-in-Euros" .. SPX-to-EUR or SPY-to-FXE .. update : A Rising Wedge ?? DrBubb's "Early Warning System" Leading Ratio ... LQD:TLT-Weekly-3yrs : TLT-vsLQD : Copper : HG price : CU price : SPY-10/11 : SMH-6mos I reckon that the LQD-to-TLT ratio should move in harmony with stocks, or maybe LEAD stock moves. If they are moving in different directions, then one should be cautious. (However, the value of this indicator has become suspect in recent years, after giving some false warnings.) ===== Bullish Percentages : BPNYA- : http://stockcharts.c...!Lh14,3]&pref=G BPGDM : http://stockcharts.c...!Lh14,3]&pref=G NASIT - : NAMOT : Summation Indices INFLATION Watch / "Drivers" (SPY, GLD, DXY) .. 10d : 6mo-D : 2yr-D : 5yr-D // CU-etc : w/XLE : w/OIH : COMMS / Gold leading Commodity bounce-back?: Copper. XLE-Oil, FCX, DBA USO - vs GLD, Ngas, Oilb .... fr. Feb.2009 : 2.17.16 : 9/2017 : end2018 : 10d : RECORD : CU may lead GLD and SPY ====== US Fed'l Debt // Formula: (Fed'l Debt - $4.0 Trillion ) x 119 +$100 Date-: DebtTr > G.Eqv /10.40 : - GLD - : - SPY - : -DIFF- : - ratio - : -- CU -- : cu/gld : - FXI - : cu-fxi : - DBA- : - BTC - : end07: $09.23 > 0,722 : 072.2 : $082.46 : $146.21 : -63.75: 56.398% : $20.0e: XX.X% :: $ 17.05: ==== : $ 32.99 : end08: $10.70 > 0,897 : 089.7 : $086.52 : $090.24 : -$3.72: 95.878% : $20.0e: XX.X% :: $ 29.09: ==== : $ 26.18 : end09: $12.31 > 1,089 : 108.9 : $107.31 : $111.44 : -$4.13: 96.294% : $30.0e: XX.X% :: $ 42.26: ==== : $ 26.44 : end10: $14.03 > 1,294: 129.4 : $138.74 : $125.75 : $12.99: 110.34% : $43.71: 31.51%: $ 43.09: $0.62: $ 32.35 : $ 00.29 : end11: $15.22 > 1,435: 138.0 : $151.99 : $125.50 : $26.49: 121.11% : $29.29: 19.27%: $ 34.87: - 5.58: $ 28.88 : $ 04.60 : end12: $16.43 > 1,570: 151.0 : $162.02 : $142.41 : $19.61: 113.77% : $30.34: 18.73%: $ 40.45:-10.11: $ 27.95 : $ 13.48 : end13: $17.35 > 1,689: 162.4 : $116.12 : $184.69 : -68.57 : 062.87% : $22.27: 19.18%: $ 38.37:-16.10: $ 24.25 :$815.00 : end14: $18.14 > 1,783 : 171.4 : $113.58 : $205.54 : -98.04 : 55.26% :: $18.09: 15.93%: $ 41.62:-23.53: $ 24.89 :$316.20 : end15: $18.83 > 1,865 : 179.3 : $101.46 : $203.87 :-102.41: 49.77% :: 2.135 : 2.140%: $ 35.29:-00.00: $ 20.61: $433.50 : end16 (2016) 01/29: $19.01 > 1,886 : 180.0 : $108.05 : $193.65 : - $85.60: 55.80% :: 2.060 : 1.907% $ 31.20:-00.00: $ 19.99: $375.00 : 02/29: $19.13 > 1,900 : 181.3 : $118.64 : $193.56 : - $74.98: 61.29% :: 2. ??? : 1.000% $ 30.00: -00.00: $ 20.00: $434.00 : 03/31: $19.26 > 1,916 : 182.8 : $117.64 : $205.52 : - $87.88: 57.24% :: 2. ??? : 1.000% $ 33.77: -13.17: $ 20.60: $415.00 : 04/30: $19.0E > 1,885 : 181.3 : $123.65 : $206.33 : - $82.68: 59.93% :: 2. ??? : 1.000% $ 33.53: -12.45: $ 21.08: $4 ??.00 : 05/31: $19.0E > 1,885 : 181.3 : $116.06 : $209.84 : - $93.78: 55.31% :: 2.080 : 1.792% $ 33.65: -12.34: $ 21.31: $526.10 : 06/30: $19.0E > 1,885 : 181.3 : $126.47 : $209.48 : - $83.01: 60.37% :: 2.0 ?? : 0.000% $ 00.00: -00.00: $ 00.00: $0 07/31: $19.0E > 1,885 : 181.3 : $128.98 : $217.12 : - $88.14: 59.40% :: 2.0 ?? : 0.000% $ 00.00: -00.00: $ 00.00: $0 08/31: $19.0E > 1,885 : 181.3 : $124.78 : $217.38 : - $92.60: 57.40% :: 2.080 : 1.667% $ 37.08: -16.85: $ 20.23: $570.00 : ===== ye'16 : $20.0E > 1,8 xx : 18x.x : Date-: DebtTr > G.Eqv /10.40 : - GLD - : - SPY - : -DIFF- : - ratio - : -- CU -- : cu/gld : - FXI - : cu-fxi : - DBA- : - BTC - : ====== "GOLD Formula" is : (Fed'l Debt - $4.0 Trillion ) x 119 +$100 : US Govt Debt :: http://www.usgovernmentdebt.us/
  7. drbubb

    GOLD

    https://i.imgur.com/8vxonuH.png
  8. AVIDA FIRST @ Crescendo Ayala Land’s residential brand Avida Land will be the first to build residential villages on the estate. Avida’s mid-range house and lot offerings are expected to attract home buyers from Tarlac, Metro Manila and abroad, especially those with roots in the province. > https://www.cresendo.ph/delightful-and-inspired-living/ == AMAIA is already in Tarlac, a place called Capas Amaia Scapes Capas sprawling on a 21.5-hectare vastness in Capas, Tarlac, Amaia Scapes Capas is the developer’s newest project on this side of Central Luzon. It’s life only made sweeter for the Tarlaceños. Price Range:P900K - P2.6M
  9. CRESCENDO: Ayala's New (Makati-CBD-Sized) Project in Tarlac Ayala Land investing P18 Billion in 290-hectare estate in Tarlac Published November 12, 2019 Ayala Land Inc. on Tuesday said it is investing P18 billion to develop a 290-hectare “new downtown” in Tarlac, the property developer’s 29th estate so far. Dubbed as the Crescendo, the estate is located some 3 kilometers from the Subic-Clark-Tarlac Expressway (SCTEX) and MacArthur Highway, and accessible through the Tarlac-Pangasinan-La Union Expressway (TPLEX). Some P5.5 billion of the total investment has been allocated to the first phase of development, which includes a 1.5-hectare civic plaza, church, school, retail strip, residences, transport terminal, and an industrial park. > https://www.gmanetwork.com/news/money/companies/715174/ayala-land-investing-p18b-in-290-hectare-estate-in-tarlac/story/ The estate will create a masterplanned community that builds on many local components resembling a new población or bayan. Cresendo will have a 30-hectare urban core where the community can converge. It will include the 1.5 hectare Cresendo Town Plaza, hospital, school and market or retail area, and church. The new downtown of Tarlac will be a modern local community. It will build towards a balanced and fulfilling life through quality living —-Connecting lives, creating business and work opportunities, fostering a strong community spirit in a sustainable estate development. Artist’s perspective of River Terraces “We are very excited for this new development because it is expected to usher in a new era of growth and progress, and we are glad that AyalaLand is one of our most valued partners in the realization of our development goals,” Tarlac City Mayor Maria Cristina Angeles said during the estate’s groundbreaking ceremony. John Estacio, Cresendo estate head, said the residential communities would take up 59 percent of the estate, followed by the Cresendo Industrial Park (11 percent) and the commercial district (11 percent). About 31 percent of the whole estate will be allocated for open spaces. Asked about the difference of Cresendo with other ALI estates, Estacio pointed out it is ALI’s third integrated, mixed-use estate north of Metro Manila, and their first estate in Tarlac. “Cresendo will be developed into a modern local community that builds on many local components resembling a new población or bayan infused with modern conveniences and best practices from ALI’s expertise of developing large-scale sustainable estates,” Estacio explained. MAPS About Cresendo : How to get there : : Skyscraper City (on Crescendo) : xx : :
  10. GREEN CRESCENDO Cresendo will feature a 1.5-km. long green parkway with dedicated pedestrian lanes and bike lanes will seamlessly connect the estate’s active to more quiet zones. Roads will be lined with trees endemic to the area. The development will be highly walkable with three-meter wide sidewalks and arcaded walkway as design features. As the pioneering developer of sustainable mixed-use estates, Ayala Land has paid careful attention to the development of these Tarlac plains. 31% of the estate has been dedicated to green open spaces, with seamless green connection including a 7-hectare river terraces including a viewing deck, jogging paths and a rainwater detention system that will ensure a safe and secure quality living. Artist’s perspective of the 7-hectare river terraces
  11. Vangold samples 40 m of El Pinguico shaft vein 2020-09-16- News Release / Mr. James Anderson reports VANGOLD MINING PROVIDES EXPLORATION UPDATE Vangold Mining Corp. is providing an update on progress from its continuing exploration of the El Pinguico silver and gold project located seven kilometres south of Guanajuato, Mexico. El Pinguico shaft/sampling of exposed vein The excavation of the El Pinguico shaft was paused during the week of Sept. 7 to allow crews to safely access and sample material from exposed areas of the El Pinguico vein in the vicinity of the shaft. Crews have observed and sampled approximately 40 metres of vertical extent of the vein extending from the fourth to the sixth level and in close proximity to the company's underground stockpile. This vein exposure has now been channel sampled every four m along the vertical extent of the exposure. Samples are being sent to SGS Labs in Durango, Mexico, for analysis; assay results will be released once they are received and interpreted by Vangold geologists and engineers. Excavation of the remaining material that continues to block access to level 7, where it intersects the El Pinguico shaft, will continue during the week of Sept. 21, 2020. Clearing access of No. 7 adit portal Access to the No. 7 adit is also blocked approximately 75 m from its portal by what the company thinks is a relatively superficial rock fall, as it occurs at a mapped fault, and at a change of rock type (andesites to rhyolites). The company is utilizing a mechanized scoop tram to aid in the removal of this material and will begin to re-enforce the back or roof of the adit with steel beams at the area of the collapse. Company director and mining engineer Hernan Dorado commented: "If this cave-in is indeed superficial in nature, and if the No. 7 adit resembles the No. 4 adit above it, we may be able to access approximately 1.2 km of open adit all the way to the intersection of the No. 7 adit and the El Pinguico shaft. Accessing this level will also allow greater flexibility in choosing drill targets in the months ahead and would open potential alternatives for the future extraction of the underground stockpile." Additional geological tasks Crews have undertaken several other tasks to explore the property and to prepare for underground and surface drilling planned for later in the season. These tasks include: Generating a 3-D model of the underground workings... Sampling of No. 4 adit... Trenching of additional adits... The El Pinguico project El Pinguico is a high-grade gold and silver deposit that was mined from the early 1890s until 1913. Toward the end of that period it was mined exclusively by the Pinguico Mines Company of New York; its shares traded on the Boston and New York stock exchanges. The mining was done principally from the El Pinguico and El Carmen veins, which are thought to be splays off the Mother vein, or Veta Madre. The Veta Madre is associated with a megafault that outcrops for 25 kilometres and is the most important source of precious metal mineralization in the region. Current geologic interpretation, based on regional mapping and projections from the Veta Madre developed at adjacent historic mine operations, suggests that the Veta Madre vein system may cross Vangold's property at depth, underneath the high-grade El Pinguico and El Carmen veins. Very limited drilling has been done on the property and no drilling has yet attempted to encounter the Veta Madre at depth. The intersection of these major vein structures are excellent exploration targets and may result in zones of significant size and grades. Hernan Dorado Smith, a director of Vangold and a qualified person as defined by National Instrument 43-101, Standards of Disclosure for Mineral Projects, has approved the scientific and technical information contained in this news release. Underground stockpile The underground (UG) stockpile consists of material that in 2012 the Mexican Geological Survey agency determined to be 148,966 tonnes in size. In 2017, Vangold conducted a trenching program at the top of the UG stockpile. This program resulted in a weighted average of all of the trench samples of 1.75 g/t Au and 183 g/t silver. About Vangold Mining Corp. Vangold Mining is an exploration and development company engaged in reactivating high-grade past producing silver and gold mines near the city of Guanajuato, Mexico. The company's El Pinguico project is a significant past producer of both silver and gold located just seven km south of the city. The company remains focused on the near-term potential for development and monetization of its surface and underground stockpiles of mineralized material at El Pinguico, and in delineating silver and gold resources through underground and surface drilling on projects located in this historic mining camp.
  12. VGLD / Vangold: High Grade Mexican Gold & Silver They are reviving an old project, in a rich area After years ... a Wake-up in VGLD El Pinguico is a high-grade gold and silver deposit that was mined from the early 1890s until 1913 VGLD/ Vangold ... Update: 10d : stock up, after a 10 cents CROSS trade In Edit, at 9.17.2020... VGLD ... back to 2015 - touched $0.205 today Vangold Mining (TSX-V:VGLD). Vangold has an impressive management team including CEO James Anderson and Director Dan Oliver of Myrmikan Capital. This is a team committed to creating shareholder value and doing it the right way. Already, Vangold has taken a 1,000 tonne bulk sample from its flagship El Pinguico Gold & Silver Project near the city of Guanajuato, Mexico and shipped it to Endeavour Silvers Bolanitos Mill which is less than 30 kilometers away. The idea is to monetize existing ore stockpiles at Vangolds El Pinguico Project. El Pinguico is a high-grade gold and silver deposit that was mined from the early 1890s until 1913. The mining was done exclusively from the El Pinguico and El Carmen veins, which are thought to be splays off the Mother Vein, or Veta Madre. The Veta Madre is associated with a mega fault that outcrops for 25 kilometers, and is the most important source of precious metal mineralization in the region. The Veta Madre may cross VanGolds property at depth, underneath the high grade El Pinguico and El Carmen veins. Its important to note that limited drilling has been done on the property and no drilling has attempted to encounter the Veta Madre at depth. Historic stockpiles of mineralized material exist on surface and underground at El Pinguico, which may potentially provide feed to one of several operational mills in the Guanajuato area. It is these stockpiles that Vangold is aiming to rapidly monetize, and subsequently use some of the proceeds to fund deeper exploration drilling at El Pinguico with an objective of intersecting the Veta Madre at depth. Vangold has only 60 million shares outstanding, however, there are 26 million warrants with a C$.10 exercise price creating a bit of a warrant overhang in the stock. Management assures me they are working on a plan to lift this warrant overhang, bringing C$2.6 million into the companys treasury in the process. I expect that a significant portion of warrant holders will exercise their warrants and hold the shares as a vote of confidence in management and the companys vision, I expect this process to play out over the next 2-3 weeks, and once it is completed, Vangold shares could move substantially higher. (Disclosure: Author is long BYN.V and VGLD.V shares at the time of publishing and may choose to buy or sell at any time without notice.)
  13. The MINING MADNESS EXPLAINED Guys, you really need to invest a few minutes to listen to this interview... Try have patience, or skip to the last 1/3 or so... to hear about the opportunity in Uranium stocks. There used to be 500 Uranium related co's and only 20 are left "with 8 good management teams", says Mr Rick Rule. In the Gold sector, there are 1600 gold co's and only maybe 150 tried & tested teams. Be careful out there ! / Rick Rule: the coming bull market for gold and uranium > / 2 / Uranium's day is coming... and there are few co's left : Like 20, with 8 solid management teams John Borshoff: is it uranium's time to shine? ==
  14. The MINING MADNESS EXPLAINED Guys, you really need to invest a few minutes to listen to this interview... Try have patience, or skip to the last 1/3 or so... to hear about the opportunity in Uranium stocks. There used to be 500 Uranium related co's and only 20 are left "with 8 good management teams", says Mr Rick Rule. In the Gold sector, there are 1600 gold co's and only maybe 150 tried & tested teams. Be careful out there ! / Rick Rule: the coming bull market for gold and uranium > ==
  15. The MINING MADNESS EXPLAINED Guys, you really need to invest a few minutes to listen to this interview... Try have patience, or skip to the last 1/3 or so... to hear about the opportunity in Uranium stocks. There used to be 500 Uranium related co's and only 20 are left "with 8 good management teams", says Mr Rick Rule. In the Gold sector, there are 1600 gold co's and only maybe 150 tried & tested teams. Be careful out there ! / Rick Rule: the coming bull market for gold and uranium > ==
  16. Mentee's Favs - stock Charts & Monitoring sample Portfolios (C$, Php) These charts are for a monitoring a paper trading portfolios of a Mentee, a friend I am helping to learn stock trading There is a PHL portfolio, started at just over Php 100,000. And a CDN portfolio, which started at C$1300, roughly $1,000. Top3 : vgld : vg : aag / 2020: 10d: +k/ st-watch: 0.125 + 0.365 + 0.28 / tinyurl.com/em-tee ... cdn: phl: updated 12mo: vgld : vg : aag / Gold4; jun'19: +1: gld + gdxj + slv / 2020: 10d/ Step #1: Started at $1,300: 10,000 VGLD: C$1,000 + 2,000 AAG.wts ($0.15): worth C$300= C$1,300 x37= Php 48,100 Sold: 5,000 VGLD at 12 cents (raising $600), to buy VG placement at 25 cents, with "free" half warrants Step #2: Portf. : # shs : price : strike : Net : c$Val.: VGLD : 5,000 : 0.125: $0.00: 0.125: $625 : VG : 2,400 : 0.365: $0.00: 0.365: $876 : VG.wt : 1,200 : 0.365: $0.30: 0.065: $078 : AAG.v: 2,000 : 0.280: $0.12: 0.160: $320 : =====> total: $1899 x 37 = 70,263 : vs. 48,100 : +46.1% RELATIVE PERFORMANCE (In edit, From BELOW): Index : 12/31/19: 3/30/20: 8/28/20: >8 mo : >5 mo : SPX —: 3,230.8 : 2,584.6 : 3,508.0 : +8.58%: +35.7%: PSEI - : 7,815.3 : 5,321.2 : 5,884.2 : -14.7%; +10.6%: GDXJ. : $42.26 : $28.10 : $59.79 : +41.5%: +112.8%: C.port : $1,300 : $1.300 : $3,184 : + 145%: +145.%: P.port : 113,750 : 113,750 : 131,611: +15.9%: +15.9%: 2.port : 161,720 : 161,720 : 249,301: +54.2%: +54.2%:
  17. The Fading BOUNCE: Bounce that I predicted on 9/9, may be ending now.. & some tech stocks are hardly off the recent Lows AMZN - TNA (3x Bull on IWM) - etc ... YTD : Amzn-$3078, TNA-$33.70, NDX-11,248 TZA-vs-FAZ .. YTD: 10d / tza-15.83 -2.9%, faz-13.72 -2.0% : ratio: 115.4% 10d / tza-15.83, faz-13.72 : ratio: 115.4% Ratio: tza-15.83, faz-13.72 : 115.4% Sym : Last : Oct-strike #1— : Mid. / Oct-strike #2— : Mid. : Diff. / TZA : 15.83: $15C: 1.75-1.90: 1.83 / $14C: 2.30-2.45: 2.38 : 0.55/ FAZ : 13.72: $13C: 1.35-1.50: 1.43 / $12C: 1.95-2.10: 2.03 : 0.60 / Ratio 115%: 1.153: =======: 1.280/ 1.167: =======: 1.172: VIX : 28.91:
  18. Chris Rock: Democrats ‘Let the Pandemic Come In’ While Pushing Impeachment “[Racism is] real. It’s not going away,” Rock told the paper. The actor and standup comedy icon went on to insist that Barack Obama’s election to the White House was great for white people in America but not necessarily great for black people. “I said this before, but Obama becoming the president, it’s progress for white people. It’s not progress for Black people. It’s the Jackie Robinson thing. It’s written like he broke a barrier, as if there weren’t Black people that could play before him. And that’s how white people have learned about racism. They think, when these people work hard enough, they’ll be like Jackie.” But Rock says there is a “real” narrative that people refuse to learn. “And the real narrative should be that these people, the Black people, are being abused by a group of people that are mentally handicapped. And we’re trying to get them past their mental handicaps to see that all people are equal,” Rock said. “Humanity isn’t progress,” Rock continued, “it’s only progress for the person that’s taking your humanity. If a woman’s in an abusive relationship and her husband stops beating her, you wouldn’t say she’s made progress, right? But that’s what we do with Black people. We’re constantly told that we’re making progress. The relationship we’re in — the arranged marriage that we’re in — it’s that we’re getting beat less.” Elsewhere in the interview, Chris Rock called out Democratic party leaders, saying they “let the pandemic come in” while they pursued a campaign to impeach President Donald Trump. > https://www.breitbart.com/entertainment/2020/09/16/chris-rock-black-people-are-being-abused-by-a-group-of-people-that-are-mentally-handicapped/
  19. BLEXIT: self-empowering blacks, no more Victims! "What is going on with Black People in this Country?" "What is happening... is a Mass system of propaganda" "Charlie and I are GOING TO CRACK THE BLACK VOTE!" Charlie Kirk & Candace Owens Full Speech at Connect the Dot's, "Saving California" "My mother is on welfare. My entire family is on welfare." "If you want to control people, the first thing you need to do is breakdown the Family" "95% of Blacks are voting for Democrats. That means that 95% of people do not have our product." THEN, just a little later... we got THIS:
  20. Candace Owens: ‘We Are Not in a Race War’ – That Narrative Is Created to Destroy America
  21. BARR GETS IT ! AG Bill Barr Slams Democrats for Demanding ‘Biden or No Peace’: ‘Rule by the Mob’ Barr added that this was the most important election of our lifetimes. “As an attorney general, I’m not supposed to get into politics,” he said. However, he said: “I think we were getting into a position where we were going to find ourselves irrevocably committed to a socialist path, and I think if Trump loses this election, that will be the case. In other words, I think there’s now a clear fork in the road for our country.” Barr warned that the mail-in ballot was a “terrible danger” to the integrity of democracy. The traditional voting system, he said, had been designed to protect the secrecy of the ballot. “All of that is gone with mail-in [voting]. There’s no secret vote.” Mail-in ballots were associated, by design with the person who cast them, he noted. He mocked Democrats for claiming that President Donald Trump would refuse to leave office if he lost. “Liberals project. You know, the president is going to stay in office, and seize power, and all that [expletive]? I’ve never heard of that crap. I mean, I’m the attorney general, I would think I wouldd have heard about it. They’re projecting. They’re creating an incendiary situation, where there’s going to be loss of confidence in the vote.” He lamented that much of the great thought that provided the foundation of American democracy had been forgotten, or perhaps never taught to young Americans. “I personally think — and I’ve been saying this for decades — that the only way out of this is school choice, where we return education to the control of the parents.” > https://www.breitbart.com/2020-election/2020/09/16/ag-bill-barr-slams-democrats-for-demanding-biden-or-no-peace-rule-by-the-mob/
  22. Wild, Wild Left = Violent & Dangerous: Antifa, Black & FemiNazi Mobs Perhaps they need their own theme song - like this one Will Smith - Wild Wild West : Dru Hill (think: Vile, Vile Left) SUSPECT TRIES STABBING REPUBLICAN CANDIDATE WITH SWITCHBLADE... KNIFE MALFUNCTION... CAMPAIGN SIGN USED TO FEND OFF... COPS: CURSED PRESIDENT BEFORE VIOLENCE... MASS SHOOTING TWEET THREATENS TRUMP HOTEL MAGA EVENT... WYOMING GOP OFFICE SET ON FIRE... Conservative Columnist Goes Into Hiding After Rape, Death Threats...
  23. NAV is back near Highs in PHL-acct / Thanks to the AREIT Dividend, and some improvement in RCI. NAV: TOTAL+CASH: 134,260. Incl. Cash of 22,222. vs 113.750 start: +18% / vs Mid-Aug.H: 136,825 RCI- etc ... update: RCI: 1.21, AREIT: 25.70, SHNG: 2.65 (r-9.70) Note that RCI is near LOW of year, and yet the acct NAV is near high. There's plenty of room for capital gain here, and the Mentee account is earning some good yields, well above bank deposit rates.
  24. Feb 24, 2020 - Solaris One is valued at PHP 15.8 billion, Ayala North Exchange at PHP ... based on the third-party appraisal report dated January 24, 2020. AREIT's portfolio consists of Grade A PEZA-accredited properties in Makati. First is Solaris One, a 24-storey building completed in 2008, with 46,700 square meters of GLA. It is 96% leased and has Shell Shared Services and ANZ Global Services as its anchor office tenants. Second is Ayala North Exchange, completed in 2019, with a total GLA of 95,500 square meters. It is 99% leased, housing key tenants such as Concentrix, Oracle NetSuite, BPI and Seda Service Residences. And third is McKinley Exchange, located at the corner of EDSA and McKinley Road, a very prime spot adjacent to the Ayala MRT station. Completed in 2014, this property has 10,687 square meters, fully leased out the Telus International and some amenity retail formats at the ground floor. Outlined are the gross revenues of the 3 properties as of 2018 and September 2019, and their respective land lease periods ranging from 33 to 44 years. Solaris One is valued at PHP 15.8 billion, Ayala North Exchange at PHP 9.1 billion and McKinley Exchange at PHP 1.7 billion based on the third-party appraisal report dated January 24, 2020. And to expand AREIT's building portfolio, it will acquire from Ayala Land, the fourth property, Teleperformance Cebu. The addition of Teleperformance Cebu to the portfolio will increase AREIT's gross leasable area by 11.7% or 171,000 square meters in total. And we believe this transaction shows Ayala Land's commitment to support AREIT over the long term.
×