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  1. Today
  2. That 51.7k was the level I calculated for the Countertrend rally. Which is done now, I reckon/ Now we need a C wave down to $30K or even $20K $20k Bitcoin is next after hitting $52k, Gareth Soloway’s target Soloway had previously called the top of $52,000, which was then the neckline of a head and shoulders pattern. Now, he is calling for a pullback to even lower levels, as low as $18,000 to $20,000 a coin, before a bounce back. The exception to this would be if Bitcoin tops $65,000, breaking the previous all-time high; only then, would upside momentum be confirmed, Soloway told David Lin, anchor for Kitco News. “We’re seeing a follow-through today. We haven’t really taken out the low-pivot from that down day, that’s the technical level I’m watching right now. If that gets taken out, then you’re likely going down to the $40,000 to $41,000 level right here, and then all the way down to $30,000. You guys know my longer-term projections…eventually you’re going to get to the $18,000 to $20,000 marker on Bitcoin,” he said. On the stock markets, it’s unlikely the S&P 500 will make new highs from here for the foreseeable future, Soloway said. “One of the big technical things here is that this market has for the first time, since March of 2020, when the low was put in, it has made a lower low. That is a fundamental change in the trend of the market,” he said > https://www.kitco.com/news/2021-09-20/-20k-Bitcoin-is-next-after-hitting-52k-Gareth-Soloway-s-target.html
  3. GDX-etc ... Feb-2021: 2018: 2019: 2020: 2yr: YTD: 10d / Gdx: $30.45/ Ugl: $56.19 (54.2%), Gold: $18.65 / Ugl: 33.2% 2020: : 2018: 2020:
  4. Updated GDX-etc ... Feb-2021: 2yr: YTD: 10d / Gdx: $30.45/ Ugl: $56.19 (54.2%), Gold: $18.65 / Ugl: 33.2% ==
  5. Last week
  6. GCM now moving up as GDXJ falls Chart update: Flip: 10d/ GCM: C$5.25 / GDXJ: 40.48 = 12.96%, recent low was ?? % GCM vs .. update: xx ===
  7. TOP 5 > Top 10 Kitco ranked the top 10 largest gold mining companies based on their quarterly production figures reported in Q2 2021. 1. Newmont. 1,449 koz. Attributable gold production increased 15% to 1,449 koz in Q2 2021 from the prior year quarter primarily due to higher production from sites that were placed into care and maintenance or experienced reduced operations in response to Covid during 2020, and higher ore grade milled and higher mill throughput at Boddington. 2. Barrick. 1,041 koz. Q2 2021 gold production was lower 9% than a year before, with planned maintenance shutdowns at Nevada Gold Mines’ processing facilities further impacted by a mechanical mill failure at Carlin’s Goldstrike roaster, as well as planned maintenance at Pueblo Viejo. 3. Polyus. 672 koz. Total gold output in Q2 2021 amounted to 672 koz, which is 3% less than 690 koz produced in Q2 2020. The company’s flagship Olimpiada mine produced 270 koz of gold in Q2 2021, a 12% decrease compared to 308.1 thousand ounces produced in Q2 2020. The company said that volumes of ore processed at Olimpiada were down due to scheduled maintenance at Mill-1 and Mill-3. Over the course of the second quarter, Polyus continued to improve the efficiency of BIO complex. 4. AngloGold Ashanti. 613 koz. Production in Q2 2021 decreased by 12% and was adversely impacted by the suspension of underground mining activities at Obuasi following the failure of a sill pillar in May 2021, and the ongoing impacts of the Covid-19 pandemic across its business. 5. Gold Fields. 563 koz. Attributable equivalent gold production (including Asanko) increased by 2% to 563 koz in Q2 2021. The increase was due to the second quarter of 2020 being impacted more severely by Covid-19 related delays.
  8. CORE Assets Corp. has shot up, and is now #1 in Value ZC etc... with CC: 10d / ZC: $0.26 x 16.1M= $4.19M, CC: 0.28, / Portfolio: $12.69M (x3.03, 33.0%) Top3: CC:0.28 x8.25m ($2.31m x0.55), EMO:1.50 x1.25m ($1.88m x0.45), ZAIR:0.27 x6.37m ($1.72m. x0.41) Core Assets Corp. (CSE: CC) is focused on the acquisition, exploration and development of mineral properties in Canada. The company's current focus is the exploration and development of the Blue Property, located 48 km SW of Atlin, BC which is prospective for precious and base metals based upon a carbonate replcament-porphryry geological model.
  9. Silver BUY zone: $21.75-22.75, and low yesterday was $21.58! This call looks impressive so far, he expected "one more drop in Silver" into that Buy zone, and we may have seen that yesterday. I haven't heard this megaphone technique he uses at Sniper before: Excellent Interview ! Francis Hunt: Silver Will be The Shooting Star > ===
  10. drbubb

    SILVER

    Silver BUY zone: $21.75-22.75, and low yesterday was $21.58! This call looks impressive so far, he expected "one more drop in Silver" into that Buy zone, and we may have seen that yesterday. I haven't heard this megaphone technique he uses at Sniper before: Excellent Interview ! Francis Hunt: Silver Will be The Shooting Star > ===
  11. FLOAT vs. VALUATION FLOAT vs. VALUATION at $1.27- mid.Sep.2021 Category == : Qty. : Price : CAD $ : USD $ : Exer. : $ recd Common shs: 98.5M : $5.00= $492.5M US$388M: N/A : $ 0 : ’24, Wt.$2.21: 10.4M : “ “ = $ 52.0M US$ 41.M: $2.21: $23.0M ’23, Wt. $5.40: 3.3M : “ “ = $ 16.5M US$ 13.M: $5.40: $17.8M ’23, Wt. $6.50: 7.1M : “ “ = $ 35.5M US$ 28.M: $6.50: $46.1M ’22-24 Wts. : 6.5M : “ “ = $ 32.5M US$ 7.M: $4.00e $26.0M ’22-26, Opts.: 2.5M : “ “ = $ 12.5M US$ 10.M: $4.00e $10.0M Cv. Debent’s : 3.8M : “ “ = $ 19.0M US$ 15.M: $4.75: $18.0M Fully Dilluted 132.1M : $5.00= $660.5M US$520M: Cash: $141.M Less Cash on exercise. Less : (140.9M) <-------------------------- v v : Net MktCap : $519.6M = $409M = Segovia. : 1.45 M oz. : Prod.: 200k + oz. Ongoing Toroparu. : 7.35 M oz. : Prod.: 200k ? oz. From 2024? Ttl.Resource. / 8.80 M oz. : = $ 63.00: US$49.30/ oz ==================== : ======== Less Portfolio Value : C$ 337.M: Net MktCap : C$ 183M: $144M Ttl.Resource. / 8.80 M pz. : = $ 20.75: US$16.37/ oz
  12. GBS.L /GOLD is down, almost 1% today, but I am expecting a pickup soon, around here somewhere - Gold $1770? (note: later got breeched and Gold slid over $40 to as low as .... Looks like an a-b-c correction may be ending. Possibly today. Then, a 3rd, of 3rd wave maybe GBS.L Gold Bullion Securities... All: 10yr: 5yr: 4yr: 2yr: 1yr: Ytd: GLD: 10d / Last: 165.75, LOD: 165.34 GLD - updated: : GLD: 10d / Last: 163.75 > Gold slid as low as $17xx 5yr: 4yr: 2yr: 1yr: Ytd: 10d / Last: 165.75 ===
  13. 2021 Update / Production thru Aug.2021 etc SEGOVIA PRODUCTION, v.Q2, 2021 Mo.: Prod'19: Prod'20: Prod;21: Q1- : 54,386: 50,346: 49,058: - 2.56% Q2- : 51,625: 44,377: 52,198: +17.6%: Covid Q3- : 50,050: 51,556: 50K ??: Q4- : 58,180: 50,084: 55k ?? : Yr.= 214,241 196,362: 205K ?.: = : TWO MINES PRODUCTION Two Mines: Combined/ ———: Segovia: ——— / Marmato —— / Yr.= 239,991: 220,194: - 7.5%E Mo.: Prod'19: Prod’20/ Prd'19 : Prd’20 : Prd'21 / Prd'19 Prd’20/ Jan. 17,941 : 18,501 / 16,220: 16,865: 15,061 / 1,721: 1,636 / Feb. 21,335 : 18.674 / 19,196: 16,548: 15,354 / 2,139: 2,126 / Mar. 21,325 : 19,072 / 18,970: 16,993: 18,643 / 2,355: 2,139 / =Q1: 60,601 : 56,247 / 54,386: 50,346: 49,058 / 6,215: 5,901 / Apr. 20,372 : 12,602 / 18,371: 11,400: 17,473 / 2,101 : 1,202 / May 18,528 : 18,129 / 16,363: 16,915: 17,936 / 2,165 : 1,214 / Jun. 18,882 : 17,497 / 16,89?: 16,062: 16,789 / 1,991 : 1,435 / =Q2: 57,882 : 48,228 / 51,625: 44,377: 52,198 / 6,257 : 3,851 / July 18,166 : 18,111 / 16,100: 16,459: 15,258 / 2,066 : 1,652 / Aug. 18,710 : 20,644 / 16,739: 17,901: 17,377 / 1,971 : 2,743 / Sep. 19,395 : 19,699 / 17.211: 17,196: 17.4K e/ 2,184 : 2,503 / =Q3: 56,271 : 58,454 / 50,050: 51,556: 50K ?? / 6,221 : 6,898 / Oct. 20,968 : 19,392 / 18,600: 16,905: 00,000 / 2,368 : 2,487 / Nov.: 21,835 : 17,915 / 19,447: 15,741: 00,000 / 2,388 : 2,174 / Dec.: 22,434 : 19,958 / 20,133: 17,438: 00,000 / 2,301 : 2,520 / =Q4: 65,237 : 57,265 / 58,180: 50,084: 52k ?? / 7,057 : 7,181 / Mo.: Prod'19: Prod’20 / Prd'19 : Prd’20 : Prd'21 / Prd'19 : Prd’20/ ===== Yr : 239,991: 220,194/ 214,241 196,362: 202K ?/ 25,750: 23,832 / Guide : 240k : 220K / 210K : 196k : 200-220k 8 mos ==================: 129,082: 133,891: + 3.7% Thru Aug.: With its trailing 12 months total gold production amounting to 201,170 ounces, GCM.t ... update: Last: $5.16 +0.08, +1.57%, vs.GDXJ: $40.83 -1.67, -3.93%. +5.5% outperformance Gran Colombia Gold Says Gold and Silver Production From its Segovia Project on Track to Meet Guidance 05:07 PM EDT, 09/15/2021 (MT Newswires) -- Gran Colombia Gold (TPRXF) on Wednesday said production from its Segovia operations in Colombia totaled 17,377 ounces of gold and 17,915 ounces of silver. The company said that output over the eight-months of 2021 totaled 133,891 ounces of gold and 144,796 ounces of silver, up 3.7% and 22%, respectively, over the same period in 2020. Gran Colombia said it remains on track to meet 2021 gold-production guidance of between 200,000 and 220,000 ounces.
  14. CHARTS & VALUATIONS GCM to-GDXJ, update: fr.1.1.2020: 3.1.21: Flip: 10d: C$5.25 /40.48, 09.17.21: = 12.96%, 12.0% at 9.15.21 Prev. 10.15.20: 10.9%, 3.09.21: 13.2%, 05.10.21: = 10.1% fr.1.1.2020: 3.1.21: 10d: C$5.10 /42.50, 09.15.21: = 12.00%  : update: fr.1.1.2020: 10d:  GRAN Valuations Company ———— (symbol) : $ Price: shs OS: Mkt.Cap.: Gcm%: $-Value (%GCM): vs. Old PeakValue: GCM.V Aris Gold Corp. (ARIS.t ) : C$1.73: 137.8M: C$238.4M: 44.3% : $105.6M: (2?? %): C$3.15: $434.1M, $192M Denarius Silver. (DSLV.v) : C$0.44: 205.1M: C$ 90.2M: 27.3% : $24.6M: ( 2.?%): C$0.69: $ 65.0M, $ 18M. Western Atlas Rs. (WA.v. ) : C$.075: 116.1M: C$ 8.71M: 25.8% : $. 2.25M: ( 0.?%): C$0.19: $ 6.8M, $ 1.8M. = : Three GCM co’s ====== : =====: ===== : C$337.3M: ==== : $135.5M : (27.0%) =====> > $506M, $212M (27%) Gran Colombia Gold (GCM.t): C$5.10: 98.50M: C$502.4M: ==== : ======= : (100.%): C$8.40 : C$795M (100%) 9.15.21 update FLOAT vs. VALUATION at $1.27 Category == : Qty. : Price : CAD $ : USD $ : Exer. : $ recd Common shs: 98.5M : $5.00= $492.5M US$388M: N/A : $ 0 : ’24, Wt.$2.21: 10.4M : “ “ = $ 52.0M US$ 41.M: $2.21: $23.0M ’23, Wt. $5.40: 3.3M : “ “ = $ 16.5M US$ 13.M: $5.40: $17.8M ’23, Wt. $6.50: 7.1M : “ “ = $ 35.5M US$ 28.M: $6.50: $46.1M ’22-24 Wts. : 6.5M : “ “ = $ 32.5M US$ 7.M: $4.00e $26.0M ’22-26, Opts.: 2.5M : “ “ = $ 12.5M US$ 10.M: $4.00e $10.0M Cv. Debent’s : 3.8M : “ “ = $ 19.0M US$ 15.M: $4.75: $18.0M Fully Dilluted 132.1M : $5.00= $660.5M US$520M: Cash: $141.M Less Cash on exercise. Less : (140.9M) <-------------------------- v v : Net MktCap : $519.6M = $409M = Segovia. : 1.45 M oz : Prod.: 200k + oz. Ongoing Toroparu. : 7.35 M oz : Prod.: 200k ? oz. From 2024? Ttl.Resource. / 8.80 M oz : = $ 63.00 : US$49.30/ oz ===================== : ========= Less Portfolio Value : C$ 337.M: Net MktCap : C$ 183M: $144M Ttl.Resource. / 8.80 M pz. : = $ 20.75: US$16.37/ oz + Cash Held: US$350M?? - Debt Raised: US$300M ( 6.875% Debs. maturing xx )
  15. "Commissioning of the new polymetallic recovery plant at Segovia has commenced..." ==o.: Prod'19: Prod’20/ Prd'19 : Prd’20 : Prd'21 / Prd'19 Prd’20/ July 18,166 : 18,111 / 16,100: 16,459: 15,258 / 2,066 : 1,652 / Aug. 18,710 : 20,644 / 16,739: 17,901: 17,377 / 1,971 : 2,743 / Sep. 19,395 : 19,699 / 17.211: 17,196: 00,000 / 2,184 : 2,503 / =Q3: 56,271 : 58,454 / 50,050: 51,556: 50k ?? / 8 mos ==================: 129,082: 133,891: + 3.7% GCM to-GDXJ, update: fr.1.1.2020: 10d: C$5.10 /42.50, 09.15.21: = 12.00% Prev. 10.15.20: 10.9%, 3.09.21: 13.2%, 05.10.21: = 10.1% : update: fr.1.1.2020: 10d:  GRAN COLOMBIA ANNOUNCES SEGOVIA PRODUCTION FOR AUGUST 2021; DECLARES MONTHLY DIVIDEND TO BE PAID ON OCTOBER 15, 2021 Gran Colombia Gold Corp. produced 17,377 ounces of gold and 17,915 ounces of silver at Segovia in August, 2021, bringing the total for the first eight months of the year to 133,891 ounces of gold and 144,796 ounces of silver, up from 129,082 ounces of gold and 118,570 ounces of silver at Segovia in the first eight months of 2020. Gran Colombia processed 50,245 tonnes in August at its Maria Dama plant, representing a daily processing rate of 1,621 tonnes per day (tpd), and head grades averaged 12.0 grams per tonne in the month. This brings the daily processing rate for the first eight months of 2021 to an average of 1,505 tpd with an average head grade of 12.7 g/t compared with 1,242 tpd at an average head grade of 14.7 g/t in the first eight months of 2020. Commissioning of the new polymetallic recovery plant at Segovia has commenced and the company expects to begin producing concentrate including zinc, lead, gold and silver from its tailings in the fourth quarter of 2021. With its trailing 12 months total gold production amounting to 201,170 ounces, Gran Colombia remains on track to produce between 200,000 and 220,000 ounces of gold in 2021 from its Segovia operations.
  16. 10 Day Charts... update GOLD etc.. fr. 3.14.21: Ytd: 10d/ Wed Sep 15 : $19.36
  17. GOLD etc.. fr. 3.14.21: Ytd: 10d/ UGL: $59.01 / GOLD: $19.50, 33.0%, GDX: $32.27, 54.7% GOLD etc.. fr. 3.14.21: Ytd: 10d/ Ratio: GOLD to-UGL : 33.3%
  18. GROY vs. GZZ.v, RZZ.v ... 10d: 5d : C$10.90 / $5.12= 213% (future: 2.72 at c$1.27): 78.3% Share: Ratio : FxAdj: Peak : 09.13 ==== : ==== : C$1.27: ==== : C$val: Actual: Disc.2P GROY: 1.000: 1.000 : $5.31 : $5.12: $5.12 : rzz.v : 4.612: 5.857 : 31.10 : 29.99: 24.81 : -20.2% gzz.v : 2.142: 2.720 : 14.44 : 13.92: 10.90 : -24.5% Ratio : 46.4%: ==== : ==== : ==== : 43.9% : Ratio : ===>% 272% : ==== : gz/gr : 213% : 78.3% ===== GZZ, GROY, rzz... YTD: C$10.90 / $5.12= 213% ====
  19. GROY vs. GZZ.v, RZZ.v ... 10d: 5d : C$10.90 / $5.12= 2.13 (future: 2.72 at c$1.27): 78.3% Share: Ratio : FxAdj: Peak : 09.13 ==== : ==== : C$1.27: ==== : C$val: Actual: Disc.2P GROY: 1.000: 1.000 : $5.31 : $5.12: $5.12 : rzz.v : 4.612: 5.857 : 31.10 : 29.99: 24.81 : -20.2% gzz.v : 2.142: 2.720 : 14.44 : 13.92: 10.90 : -24.5% Ratio : 46.4%: ==== : ==== : ==== : 43.9% : Ratio : ===>% 272% : ==== : gz/gr : 213% : 78.3% ===== GZZ, GROY, rzz... YTD: C$10.90 / $5.12= 213% Chart: GROY vs. Rzz, Gzz ; 2d: 5d: 10d: GROY – sold 10,412 @ $5.31 = +3.3% from prior close = US$ 55,287 x 1.27= C$ 70,215 If these 10,412 sh are Replaced, at same cost, either: == OR at a Discount, as follows: GZZ : 10,412 / 2.1417 = 4,862 GZZ sh at C$ 14.442 .. Disc. x20%:$11.55, x25%:$10.83, x30%:$10.11: Last: $11.25 +2.74% RZZ : 10,412 / 4.6119 = 2,258 RZZ sh at C$ 31.096 .. Disc. x20%:$24.88, x25%:$23.32, x30%:$21.77: Last: $25.50 + 3.24% Note: GZZ / RZZ = (2.1417 / 4.6110): 46.44% Share: Ratio : FxAdj: Peak : 09.13 ==== : ==== : C$1.27: ==== : C$val: Actual: Disc.2P GROY: 1.000: 1.000 : $5.31 : $5.12: same : rzz.v : 4.612: 5.857 : 31.10 : 29.99: 24.81 : -20.2% gzz.v : 2.142: 2.720 : 14.44 : 13.92: 10.90 : -24.5% Ratio : 46.4%: ==== : ==== : ==== : 43.9% : ===== Later, I Managed to buy some GZZ at $10.83, and that's like buying GROY at: C$10.83 / 1.27 = US$8.53 / 2.1417= US$3.98 GROY- 10d chart follows: Last $5.12
  20. STARTING AN UPWARDS MOVE?... as GCM gets above $5 GCM ... update: 10d / Last: $5.03 +0.06, should head to likely resistance at $5.40... and then??
  21. Earlier
  22. "GOLD IS DEAD" is a very Bullish headline! Now we need that on the cover of TIME. Haha / Is gold dead? Bitcoin price to hit levels we 'cannot imagine'- Ronald-Peter Stoeferle > https://youtu.be/QIHJgncRbbM
  23. Wave 3 UP may be just Starting FXE ($110.14, 65.9%, Eur $1.179) vs. GLD ($167.18), GDX ($31.50, 18.8%). fr. Feb2021: w/JNUG: 10d/ YTD: JNUG ($60.86, 36.4%) WAVE COUNTING from the GDX/ Major Gold stock index Lows in early March, and mid-August Looks like gold and gold shares sometimes lead the cycle up, buy you need rising FXE (ie falling USD) to help maintain the cycle. In an Upcycle, like we are in now, GDX and other gold shares will typically move up faster. Right now, we also have a likely "slingshot effect" because GDX is undervalued relative to gold. (But when you look for undervaluation, you need to use a different ratio, of GDX-to-UGL, 2x Gold, because that relationship is more stable over time.) W: - Date- : - GLD : - FXE , % G : - GDX, % G , % U , UGL : JNUG : %U : x: 03.01.21: 161.53: 112.97, 69.9: $30.90, 19.1: 56.2, 55.03: 79.69, 145.% 1: 03.18.21: 162.56: 111.63, 68.7: $33.62, 20.7: 60.4, 55.63: 89.50, 161.% 2: 03.30.21: 157.57: 109.82, 69.7: $31.83, 20.2: 60.9, 52.29: 73.53, 141.% 3: 04.22.21: 167.04: 112.49, 67.3: $36.18, 21.7: 61.7, 58.63: 95.72, 163.% 4: 04.30.21: 165.56: 112.58, 68.0: $34.36, 20.8: 59.7, 57.58: 86.20, 150.% >: 06.02.21: 178.77: 114.22, 63.9: $39.54, 22.1: 59.0, 67.00: 115.0, 172.% x: 08.20.21: 166.70: 109.20, 65.5: $30.85, 18.5: 53.6, 57.59: 57.89, 101.% 1: 09.03.21: 171.06: 110.85, 64.8: $33.28, 19.5, 54.9, 60.61: 70.08, 116.% 2: 09.10.21: 167.18: 110.14, 65.9: $31.50, 18.8: 54.5, 57.82: 60.86, 105.% = 2020 = # 01.02.20: 143.95: 105.85, 73.5: $29.35, 20.4: 59.1, 49.70: 84.11, 169?? >: 03.18.20: 140.70: 103.13, 73.3: $19.68, 14.0: 42.3, 46.50: $5.08, ???.% x: 08.07.20: 190.81: 111.10, 58.2: $45.50, 23.8: 56.4, 80.61: 164.1, 203.% # 12.31.20: 178.38: 114.74, 64.3: $36.02, 20.2: 52.8, 68.20: 120.6, 177.% ========= CHART SHOWS the GDX to UGL ratio has a generally stable and interesting relationship (with some brief exceptions). Buy GDX to UGL when it is on the bottom of the range. This time signal should also help get you into individual Gold stocks at the right time
  24. David Hunter@DaveHcontrarian .. Still a Contrarian SPX-etc. update: SpT: 10d/ T: TvF:2: SxS: / SPY: 445.44 -1.9% off YrH, IWM: 221.62 -5.5% off, XLF: 37.58 -3.7% off, Sep 10 Foreign currencies across the board are turning up & should see big rallies vs USD in coming weeks & months. Euro,GBP,CAD,AUD & even Peso & Brazilian Real poised to move up sharply while DXY heads for 85 & probably 80. This is what the metals are waiting for. It's coming. DXY-etc. update: GdT: 10d/ GLD: 170.00, UGL: 445.44 -1.9% off YrH, GDX: 221.62 -5.5% off, XLF: 37.58 -3.7% off, FxeG: UDN#1-FxFx: #2-FxGl: 10d/ FXE: 110.14 +1.1% abv.YrL, Eur: 1.179, FXB: 133.28, +1.85% abv, FXC: 77.35 +5.4% abv, Sep 8 Investors came back from the holiday weekend in a cautious mood. I don't expect that caution to lead to much of a market decline.FAANGs & semis look good & I expect airlines, homebuilders, materials, miners, industrials & financials to resume their upside runs soon. S&P to 5000+. Sep 3 Lumber & copper along with many other commodities topped out in early May & spent the summer in corrective mode.They're turning back up & will see sharp rallies in coming months.Lumber to $1000 & copper to $6.Inflation expectations to rise as will interest rates. 10yr to 2 1/2%. GLD-in FXE -> essentially, Gold in Euro / DrCopper: $4.45
  25. INSANITY? (Dems cannot see reality, only their warped & delusional "fun house mirror" version of it) LA Times Columnist Jean Guerrero: Larry Elder’s ‘White Supremacist’ World View Is a ‘Very Real Threat to Communities of Color’ xx (this woke privileged white woman wants to tell blacks, and a black candidate what is good for them. That is insanity.) > https://www.breitbart.com/clips/2021/09/12/la-times-columnist-jean-guerrero-larry-elders-white-supremacist-world-view-is-a-very-real-threat-to-communities-of-color/ / 2 / Pollak: No Matter Who Wins California Recall, Los Angeles Times Is the Loser > https://www.breitbart.com/the-media/2021/09/12/pollak-no-matter-who-wins-california-recall-los-angeles-times-is-the-loser/
  26. LSX / Lion Selection LSX. 04.30. Shs.OS: MkValue: /LSX < MkVl < 09.10: PANI JV: - N/A -: prv.33%: $62.0M : 41.3C: 62.0M: same? NUS. : $0.255: 49,800k: $12.7M : 11.5C: 17.2M: 0.345 : ERD. : C$0.35: 11,400k: $ 3.9M : 3.1 Ct 4.6M : 0.405 : SIH ayo : $0.014: 78,600: $ 1.1M : 0.7 Ct 0.7M : 0.009 : CNL cel.: $0.080: 17,500k: $ 1.4M : 0.8 Ct 1.1M: 0.065 : Other. : : : $ 1.3M : 0.9 cts 1.3M Cash. : : : $ 7.7M : 5.1 cts 7.7M ===== . Overall : 150.0M: $90.1M : 63.4Ct 94.6M: *=150M ————————-> $ 0.60 : $ 0.63 : ———— LSX stock price : $ 0.41 : $ 0.45 : ———— Discount to NAV : - 32% : - 29% : :Company Overview; LSX - Listed mining investment company established in 1997 Target ReturnHistoric ReturnsGold LeverageSustainabilityKey InvestmentsInvesting Significant investment in early stage mining companiesPani & Nusantara: two multi million ounce high quality gold projectsAims to generate 5 times initial investment amount within 5 yearsReturned almost $4 per share since listing at $1Commodity supported by perfect storm of fun > Corp. Presentation: https://www.investi.com.au/api/announcements/lsx/5533a7e2-085.pdf Portfolio PerformanceStrong Shareholder ReturnsASX:LSX lionselection.com.au 5Value Returned Since InceptionValueDividends 97cpsOffmarket Buyback 81cpsCatalpa 155cpsCurrent value of Lion share (vs NTA 60cps)41cpsTotal 374c PANI value, in LSX... at Sep. 2020 Fair value measurement of the interest in the Pani projectRefer to note 3(d)At 31 July 2020, the Company recognised a fair value of its investment in the Pani project of AU$60.7 million, including an unrealised pre-tax mark to market increase of AU$20.0 million this year.Certain valuation techniques were utilised to determine the fair value of the Company’s investment in the Pani project at 31 July 2020, including:• the comparable value method – this primary method involved an assessment of market comparable companies to consider relative movements in the implied value per resource ounce during the year; and• the yardstick method – a secondary valuation method to provide a cross check of the primary technique.This was considered to be a key audit matter given:• the significance of the Pani project’s value as a proportion of the total investment... > xx
  27. LION CLOCK (& A/R Link)... is "liquidity driven" /. Clock position "under review" in mid-2021 The change in sentiment of the investment market toward exploration stage companies recorded during 2020 opens the door to a new and exciting stage of the boom and takes the Lion Clock to 10 o’clock. The Lion Clock does not move at a steady pace, rather it reacts to indicators of liquidity and these tend to occur in irregular surges rather than a set tempo. The time between 10 o’clock and 12 midnight in previous cycles has lasted for years, and importantly for investors substantial capital returns are most readily available through this stage. This is especially the case for junior miners and explorers, as this stage is characterised by liquidity moving into smaller companies as investors search for value. With exploration funds now being raised in the market and deployed widely, we expect to see discoveries take place and new projects developed as well as growth in the form of M&A to form larger companies === LSX: 5yr: 2yr: 1yr: YTD: 10d / Last: A$0.45  LION SELECTION GROUP LIMITED 2020 ANNUAL REPORT | 3Lion Selection Group Investment SummaryAS AT 30 SEPTEMBER 2020 COMMODITY MARKET VALUEA$MPani Joint Venture (33.3% Interest) Gold 60.7MThe fair value of Lion’s interest in the Pani Joint Venture increased to A$60.7M at 31 July 2020. This increase reflects the sustained escalation in gold prices from the time of the most recent arm’s length transaction in November 20181.Portfolio Nusantara Resources Gold. 15.5MErdene Resources Gold. 5.3MSihayo Gold Gold. 1.8MCelamin Holdings Phosphate 1.2MOther0.6• Portfolio holdings measured at fair value• Includes investments held directly by Lion and the value to Lion of investments held by African Lion Net Cash. 10.5M Net Tangible Assets: A$95.6M NTA Per Share: 63.7cCapital StructureShares on Issue: ]. 150,141,271Share Price: 50¢ps30 September 2020 > Reports: 2020 A/R: https://www.investi.com.au/api/announcements/lsx/16245efd-690.pdf
  28. Poll: Herschel Walker Has Massive Lead in Georgia GOP Senate Primary 76%, with #2 at 6.3%) In this Sept. 25, 2020, file photo, President Donald Trump elbow bumps with Herschel Walker during a campaign rally in Atlanta. Walker appears to have a coveted political profile for a potential Senate candidate in Georgia. (AP Photo/John Bazemore, File) Trump explained that Walker “embodies ‘America First’ and the winning spirit of Georgia,” adding, “Walker will never let you down. He was a great football player and will be an even better U.S. Senator—if that is even possible.” > https://www.breitbart.com/politics/2021/09/10/poll-herschel-walker-has-massive-lead-in-georgia-gop-senate-primary/
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