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  1. 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%
  2. (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.
  3. DNL -etc: P6.26 / TLT: $93. PSEI: 6,900; PER: 19.5, Yield: 4.79%; BV: 2.89 !!, LOW BV
  4. MREIT: 13.24/TLT:92.94= 14.2% , RCR: 5.14, 5.53%, DDmpr: 1.18, 1.27%
  5. TESTING for a Breakout, as TNX rates rise to 4.3% TNX 10yr Rate-43.04 /USO-oil 76.33=56.4%; DBA-ags: 23.59, 30.9% TNX-etc.: Add: FCX (44.61) +w/ Dr Copper (4.12) Ratio: TNX (43.04) / USO (76.33) = 56.4%
  6. TESTING for a Breakout, as TNX rates rise to 4.3% TNX-43.04 /USO-oil 76.33=56.4%; DBA-ags: 23.59, 30.9% TNX (10 yr Rates) - look too high here Date : TNX : US0: x56%: DBA: x182%= Combi /cmb 3.15-: 43.04: 76.33: 42.74: 23.59: 42.93=42.84, 100.5 Ye’23: 38.66: 66.55: 37.27: 20.74: 37.75 = 37.51, 103.1 Ye’22: 38.79: 70.11 : 39.26: 20.15 : 36.67 = 37.97, 102.2 Ye’21: 15.12 : 54.36: 30.44: 19.75: 35.95 = 33.20, 45.54 Ye’20: 09.17 : 33.01 : 18.49: 16.14: 29.37 = 23.93, 38.32 Ye’19: 19.19 : 12.81 : 07.17 : 16.56: 30.14 = 18.65, 102.9 ==== TNX-etc.: Add: FCX (44.61) +w/ Dr Copper (4.12) Ratio: TNX (43.04) / USO (76.33) = 56.4% Ratio: TNX (43.04) / DBA (23.59) = 182.4%
  7. KGC is a Leader: EQX from Mar'2019: 5.21 +0.23 / KGC-5.67=91.9%, SAND-5.03=88.7% (ugl-61.4) 3.15.24; Kgc-5.67,/ugl-68.4=8.29% Sand-5.03, 7.35%; Eqx-5.21, 7.62%; Cde-3.26, Fsm-3.44,
  8. KGC is a Leader: EQX from Mar'2019: 5.21 +0.23 / KGC-5.67=91.9%, SAND-5.03=88.7% (ugl-61.4) 3.15.24; Kgc-5.67,/ugl-68.4=8.29% Sand-5.03, 7.35%; Eqx-5.21, 7.62%; Cde-3.26, Fsm-3.44, '2022: 1yr: 10d/ 3.15.24; Kgc-5.67,/ugl-68.4=8.29% Sand-5.03, 7.35%; Eqx-5.21, 7.62%; Cde-3.26, Fsm-3.44, 1.20.23; Kgc-4.72,/ugl-61.4=7.69% Sand-6.05, 9.85%; Eqx-4.45, 7.25%; Cde-4.17, Fsm-3.79, ===
  9. EQX: 5.21+0.23/UGL-68.37= 7.62%, KGC-5.67, 8.29%, SAND-5.03, 7.36%.. 2022 RATIO: 5.21 /UGL-68.37= 7.62%
  10. Important resistance at PSEI 7,000... and maybe 7,500 PSEI since Mid-2019: Last: 6,822 -100, -2.07% ( Range: 5,920.47 to 7,021.04 ) PSEI: Viber comment: PSEI : 6,822, -145.62, -2.09%. Could be rolling over! The seasonal cycle is over (since early Feb.) MARKET BEATING Day: Main drivers : with RCI down and BEL up today, acct NAV is up +0.16% versus -2.09% in PSEI. I remain grateful, and was happy to have taken some profits earlier this week, including today. Up almost 13% in less than 3mos. Versus +5.77% for PSEI since ye'2023 (Psei-6,450.) Outperformance is 7% in under 3 months, beating my Target outperformance of 1% a month. (That’s Not so easy, folks!)
  11. 'You'll see a material increase in gold and silver' - Triple Flag Precious Metals key asset ramps up In early March Usmar spoke to Kitco Mining at PDAC 2024 in Toronto, Canada. Usmar was asked about the underappreciated copper markets. He said that the incentive price needs to be higher for serious investment to flow into the space, but management teams that are willing to work through downturns are key. "[People] continue to underestimate the need for staying power and the time it takes from successful exploration in order to actually deliver first pounds of copper out of any investment opportunity," said Usmar. Triple Flag Precious Metals (TSX:TFPM) is a precious metals-focused, royalty and streaming company. The company has a portfolio of 32 producing assets and 41 in development. Usmar said the company has achieved a compound annual growth rate of more than 20% since 2017, and the company now sits at a $2.6 billion market cap. Triple Flag is forecasting an attributable royalty revenue and stream sales of 105,000 to 115,000 gold equivalent ounces in 2024.
  12. RCI: Last: P 1.43 + 0.01, PER: 5.95 ... 10d: 10d: === xx
  13. DelMonte gets a BID DELM: P5.65 +0.40, +7.62% PER: n/a, Div.: xx, Yield: 1.27%, B.V.: 9.08... and Sliding
  14. MORE EVIDENCE, it was a FED-surrection Dr Jeffrey Cole @JeffreyCole26 Now you know why they were claiming insurrection on J6. Well, capital police had orders to open gates, unlock doors, and invite everyone in. It was staged and scripted all the way. Engaging in an insurrection is the only thing that would keep Trump off the ballot. Trump didn't. >
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