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jsr

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Posts posted by jsr

  1. Are we hammering out a bottom here?

     

    For the first time, I feel this stock has enough going on fundamentally to warrant a pretty significant run.

     

    I exchanged emails with Doctor Seymour recently. He expects Toxicology studies to begin in June. If successful, this will pave the way for Human clinical trials in Australia.

     

    nnvc270213.png

  2. CP you about? And still on board? This looks very significant

     

    NanoViricides Announces Issuance of a Fundamental Patent in the USA

     

    Yes still about. Have not sold a share since I first brought in Oct' 09.

     

    DS, it looked impressive. Some serious buying started just before 2pm EST.

     

    I did think they owned the patents already (a sign of how little I understand this sector)?

     

    Can you shed some light please on how this affects the company going forward?

     

    P.s - I should think this has certainly flipped Allan's model LONG.

  3. I don't completely agree with him, or I would be selling down some of my Gold positions.

     

    But I shall remain alert to mores signs of an emerging markets slowdown*

     

    Another thing his colleague said to me was:

     

    "Goldman has just come out recommending a puchase of Gold and Gold share,

    and you know what that means..."

     

    (A Bull call by MS - on its own - would be less a "kiss of death" than a Gold Bull call by GS.)

    === === ===

     

    *in fact, here's an excerpt from a follow-up email,

    suggesting the that bad times are continuing to roll:

     

    Subject: A Few interesting facts!

     

    Europe down 20bps - Italy and Spain down 1.5% on Bundesbank comments “not accepting bank bonds supported by Greece, Portugal, Ireland and troubled nations as collateral”

     

    1. Futures sold off as Bundesbank rejected bank bonds backed by troubld nations

    2. CHINA Mar Mfg PMI 53.1 (c 50.5) 12mo hi - HSBC Mfg 48.3 (c 49.6 pr). 4mo low

    3. China: PMI # distorted by rebound in tobacco/metal - China closed til Thurs

    4. JAPAN Q1 TANKAN large Mfg -4 vs. cons -1 (2nd quarter of contraction). Weak

    5. EU Mar PMI Mfg inline - 47.7 (c 47.7) - France notable miss: 46.7 (c 47.6)

    6. Italy PM Monti: decided not to ask for capital support fm EFSF

    7. Some large EU banks to partially repay LTRO loans within next 12mo – FT

     

    B.

     

    Yes. All that would suggest tightening liquidity?

     

    Have you noticed VIX and Gold are becoming more positively correlated. All it may take is a pullback/correction in the main stock indices to kick start Gold.

     

    As for GS and MS ramping, I have no idea what to make of this!

  4.  

    He doesn't think that the fundamental set-up is anything like 2006. Instead, he sees a slowdown in China and other emerging markets. He thinks that this will show up as a continuing drift downwards in commodity prices, including Gold. And there may even be a sharper slide, like in 2008 in his view.

     

    It is good to understand the points of view of those whom you disagree with.

     

     

    Question - Would you rather buy on fundamentals or chart and price action?

     

    The problem is, you can never really be sure when buying strictly on the fundamentals. Too many unknown, unknowns.

  5. Indeed.

    I sold about half of those Gold positions in the rally after that October low, and have boughtback during the last two days.

     

    I am using:

    + GLD and HK's version of it

    + Calls on GLD and UGL (2x Gold), Calls on SLV and AGQ (2x Silver) and some calls on KGC.

     

    I hit near the lows (so far) with some of the trades, and was a little early on others.

     

    Still, I have only invested about half of what I plan to, and so if it breaks support

    at GLD-$150< i will still have some powder available.

     

    I do think there is maybe a 30-40% chance that $150-support will be broken, which is why I have not posted the truck image (yet)

     

    I do not know your holding period, but I am almost certain gold will go much lower, $1400's. Key supports have been smashed, so have MA's. A rally upto 1620, but no higher than 1680 is likely, but its down hard from there. We are nearly knocking at final support, I don't think I have seen a similazr pattern which has held. But let's not forget, that a parabolic move tends to be preceeded by a serious drop to flush out all bears. This is the one ;)

  6. The Central Banks were the big buyers around the time of the $850 top in Gold in about 1980.

    The smart money was selling the gold to these guys.

     

    Why do you think the Gold purists (with really huge holdings) want a gold-back currency?

    So they can offload their gold holdings (to CB's) at a high price.

     

    central_bank_gold_reserves.png

     

     

    Your explanation makes sense to me. However, your chart shows CB bullion holdings remained largely flat from 75' to 80'?

     

    Surely they could not have been that big of buyers?

  7. U.S. money velocity is at a historic low (for data since 1959). So, all the naysayers and fiat money bugs that think gold can only do well under inflation: at least from a velocity point of view inflationary pressure is at historic lows. Now, the problem is of course that MZM money supply itself is meanwhile going ballistic. So, when money velocity will get back to normal, and then beyond, you will see inflation that will scare the **** out of you. And I think this is when we will get to know the real nature of this gold bull market.

     

    http://gold.approximity.com/since1959/US_Money_Velocity_LOG.html

    US_Money_Velocity_LOG.png

     

    http://gold.approximity.com/since1959/US_MZM.html

    US_MZM.png

     

    See also

     

    http://gold.approximity.com/The_Mother_Of_All_Velocity_Explosions.html

    Velocity_Gold_281010.PNG

     

    Hey Goldfinger, can you explain exactly what MZM is, to a layman like myself?

  8. DS, the way I see it, if we don't take off from these levels in the next couple weeks, we are in trouble. With these OTC stocks which no one trusts, and what seems like a never ending supply of short sellers who believe every other OTC is a fraud, anything can happen!

     

    Having said that, it held up well on today's statement.

     

    Ooo, we just got some action ... I hope I am wrong?

  9. NanoViricides Expands On Prior HIVCide Effectiveness Release

     

     

     

    Potential functional cure for HIV/AIDs folks. Admission price $1.18 per share. Oh and did I mention their platform also has candidates that might provide a cure for ALL of the following:

     

    Influenza

    Rabies

    Ebola

    Dengue

    Herpes

     

    We are on sale here and close to the 610 d MA.

     

     

    DS, the way I see it, if we don't take off from these levels in the next couple weeks, we are in trouble. With these OTC stocks which no one trusts, and what seems like a never ending supply of short sellers who believe every other OTC is a fraud, anything can happen!

     

    Having said that, it held up well on today's statement.

  10. I've been reading across on ADVFN IHUB. That DrFeelgood fellow points out that the recent test was more or less a gram for gram comparision. He suggests, the subject will be able to tolerate much larger doses of HIVCide as it supposedly produces no tox side effects.

     

    Remember Oct' 09? I think that is what is in store if we are to shoot higher.

  11. http://finance.yahoo.com/news/NanoViricides-Reports-AntiHIV-bw-1241822342.html?x=0&.v=1

     

     

    WEST HAVEN, Conn.--(BUSINESS WIRE)-- NanoViricides, Inc. (OTC BB: NNVC) (the "Company") reports that its lead anti-HIV candidate achieved anti-HIV efficacy equivalent to a HAART (highly active anti-retroviral therapy) triple drug cocktail in its recently completed animal study. Treatment with the lead anti-HIV nanoviricide reduced HIV levels and protected the human T cells (CD4+/CD8+) to the same extent as treatment with the HAART cocktail. The three drug HAART cocktail used for comparison in this study is one of the combination therapies recommended for initial therapy in humans. No evidence of drug toxicity was observed. The lead candidate will now undergo further optimization.

     

    I seem to remember they claimed HIVCide was thousands of percent more effective than HAART. Now it's only equivalent? What gives?

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