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  1. DELM sliding. 1.10.24: P6.20. (Range: 6.05 to 14.20 ) PER: N/A. Yield: 1.18%, BV: 9.08, Price was 6.48
  2. New Meetup for the START UP community: starts meeting in 2024 (in BGC) January 11, 2024 at 5:30 PM to Thursday, January 11, 2024 at 7:00 PM PHT Every 2nd Thursday of the month until July 11, 2024 Dr. Wine BGC : Group Description: Calling all Manila entrepreneurs, dreamers, and future moguls! The BGC scene is buzzing with innovative energy, and we're here to turn that spark into a full-blown inferno! Join us for a casual happy hour in BGC to meet other movers and shakers to see what this community attracts. We'll get started after 30 minutes from the start time, have some quick introductions, share ideas for the group, and then continue networking. You're especially going to LOVE this event if you are an online business owner, a CEO with many (or hundreds) of employees, or simply someone who's greatly educated in the business field and interested in startups. You're going to HATE this event, if you're looking to sell your service to anyway and shoving business cards down everyone's throat. And you'll hate not being invited back if you are selling real estate or anything focused on selling. This is a group to grow together and we expect your guidance and expertise on GROWING A BUSINESS, before we talk about the possibility of who you sell to and if anyone in the group is even the right person... Cheers, waiting for your RSVP, you know who you are. PS first event will be separate tabs. No freebies until we get to know this crew. See the group> https://www.meetup.com/startup-manila/?utm_medium=email&utm_source=braze_canvas&utm_campaign=mmrk_alleng_new_group_announcement_prod_v6_en&utm_term=promo&utm_content=lp_meetup
  3. New Meetup for the START UP community: starts meeting in 2024 (in BGC) Group Description: Calling all Manila entrepreneurs, dreamers, and future moguls! The BGC scene is buzzing with innovative energy, and we're here to turn that spark into a full-blown inferno! See the group> https://www.meetup.com/startup-manila/?utm_medium=email&utm_source=braze_canvas&utm_campaign=mmrk_alleng_new_group_announcement_prod_v6_en&utm_term=promo&utm_content=lp_meetup
  4. PSEI vs UKX, etc: 6545 / 7638 = 85.7%. / tlt-$98.89, r66.2, HSI (16,678) ==
  5. Someone may have seen this plan. and LIKES IT C08788: VistaREIT three-year investment strategy In compliance with Rule 6, Section 10.1 of the revised Implementing Rules and Regulations of Republic Act No. 9856 (REIT Act of 2009), VistaREIT, Inc. hereby submits its Three-Year Investment Strategy as prepared by VFund Management, Inc. #1 in Volume today so far / before 11am PRICE VOLUME TRADED VALUE TRADED # TRADES %TOTAL 1.67 118,403,000 : 197,733,010 : 4 : 99.99% 1.69 10,000 : 16,900 : 6 : 0.01% ====
  6. FNV ($111.65) / UGL ($62.66)= r178% vs RGLD ($122.75)= 90.95%, at 12.19.23 Ratio: FNV ($111.65) / UGL ($62.66)= r178% vs RGLD ($122.75)= 90.95%; 1/.9065= 1.103 (105C +12.90-11)= 107 / 120C= 89.2%; 1/.892 = 1.12
  7. Fortuna vs Silver. updated FSM ... 1/2021: 1/2022: $3.99 +0.13 / 22.03= 18.1%, sil-28.65 at 12.19.23 12.27.22: $3.96 +0.12 / 22.11= 17.9%, sil-29.41
  8. INFLATION & RATE etfs, 12.18.23, 4.07% +2.1%=6.16%, Phl.10yr, / DBA (21.02), XLE (84.18, r4.00x), OIH (307.92, r14.65), TYX (40.69, r1.94x) / DBA (21.02), XLE (84.18, r4.00x), OIH (307.92, r14.65), UDN (18.18) GDXJ - OIH vs UDN, SLV ... fr.1/2008 w/Dba : 7/2008 w/Dba : updated: 12.18.23
  9. INFLATION & RATE etfs, updated: 12.18.23, 4.07% / DBA (21.02), XLE (84.18, r4.00x), OIH (307.92, r14.65), TYX (40.69, r1.94x) / DBA (21.02), XLE (84.18, r4.00x), OIH (307.92, r14.65), UDN (18.18) GDXJ - OIH vs UDN, SLV ... fr.1/2008 w/Dba : 7/2008 w/Dba : updated: 12.18.23
  10. FNV/ Franco Nevada ($110.34) /UGL: $61.88 =r1.78x; RGLD: $120.42, r1.95x .... Start, 03.02.20 : ($109.94) /UGL: $52.70 =r2.09x; RGLD: $100.05, r1.90x FNV: All: 10yr: 5yr: 2yr: Ytd, $110.34, (range:102.29 to 161.25) PER: 31.1, Yield:1.23% FNV: All: Ratio: FNV to UGL: ($110.34) / $61.88 =r1.78x Ratio: RGLD to FNV
  11. Phl REITs / Philippine REIT Stocks, 2023 updates. (pg.5) Date= : MReit, pct. : RCR, pct. : TLT : AReit, pct.: MEG, pct.: 1.03.22: 19.32, 13.4%: 7.80: 5.41% / 144.30: 49.10, 34.0% 3.16,2.19% 1.03.23: 14.24, 14.0%: 5.94: 5.85%/ 101.46: 35.20, 34.7% 2.05,2.02% 1.03.24: 12.44, 12.7%: 4.99: 5.08%/ $98.31: 33.70, 34.3% 1.98,2.01% Fav. REITS: RCR: 5.48/T-93.78=5.84%, AR-32.00, MR-13.94, DD-1.22, FR-3.11 : Fav. REITS: from Oct.'21 RCR (5.48) to RLC (16.20) =33.8% /TLT ($93.78): 17.3%: w/Mreit (13.94) @1.26.24 12.18: (4.66) to RLC (15.60) =29.9% /TLT ($99.15): 15.7%: w/Mreit (12.00) AReit (32.00) to ALI (34.00) =94.1% /TLT ($93.78): 34.1%: w/Filrt (P3.11) @1.26.24 12.18: (33.60) to ALI (33.95) =99.0% /TLT ($99.15): 34.2%: w/Filrt (P2.63) MReit (13.94) to MEG (1.98) =7.04x /TLT ($93.78): 2.11%: w/AGI (11.32) @1.26.24 12.18 : (12.00) to MEG (1.95) =6.15x /TLT ($99.15): 1.97%: w/AGI (10.10) VReit (P1.73) to VLL (1.75) =98.9% /TLT ($93.78): 1.84%: w/ddmpr (1.22) @1.26.24 12.18: (P1.70) to VLL (1.64) =104.% /TLT ($99.15): 1.97%: w/ddmpr (1.22) REIT Dashboard, 12.29 4stk Areit: Mreit: RCR: Filrt: Last 33.40: 12.30: 4.89: 2.58: Div. P2.20: .984 : .391: .284 Yld: 6.59%:8.00%:8.00%:11.0% 4Ave.= 8.40%, 6Ave=8.57% Ph10yr: 6.00%, 5yr: 5.96% +VREIT : 1.67, .158, 9.46% (N/A +Ddmpr: 1.21, .101, 8.35% (N/A R/tIt 4.95%/ PSEI: 6,450: 7.58% TLT, : TYX = US,LT: Prem. $98.88, 40.19=-4.02: 4.38% prev.3.94% PHL Govt Bond Yields: 10yr.etc: yrEnd'22: 6.98%, '23:6.00% WkEnd Areit: Mreit: RCR : FILRT= AveDvPh.10yr TLT = US,Lt.: prem./ YE'22 35.40: 14.48: P5.85 : P5.50 : 6.52%v6.98% 100.7: 3.92%: WkEnd Areit: Mreit: RCR : FILRT=AveD.vPh.10yr TLT = US,Lt.: prem./ 6ave. 06.30: 34.70: 14.54: P5.80: P3.83= 6.89% v 6.49% 102.9: 3.86%: 3.03% 7.20% 09.30: 32.80: 12.30: P4.90: P3.04=8.09% v 6.00% 88.69: 4.71% : 3.38% 8.22% 10.31 : 32.80: 12.18 : P4.74: P3.00= 8.19% v 6.00% 83.58: 5.02%: 3.17% 8.36% 11.30 : 29.85: 12.50: P4.65: P2.79= 8.45% v 6.00% 91.56: 4.51%: 3.94% 8.60% YE'23 33.40: 12.30: P4.89: P2.58= 8.40% v 6.00% 98.88: 4.02%: 4.38% 8.57% US.Yield.Curve : 2yr: 4.65%, 10yr: 3.76%, 30yr: 3.895% at 7.14 4xREITS vs.TLT: Jan'22: 8/'22: 10d / 6.30.23: 5.80 /102.94 = RCR ratio: 5.63% TLT, was 5.63% at 2.09
  12. ALCO (0.42) vs. / TLT ($96.52)= 0.435%; RCR (5.20, 5.39%), Mreit (13.08, 13.6%) @1.15.24 UPDATED 12.15.23: A-(0.44) / TLT ($99.15)= 0.444%; RCR (4.70, 4.74%), Mreit ( 12.12, 12.2%) ALCO: 10yr: 5yr: Ytd: P0.44, ( range: 0.35 to 0.62 ) PER: 3.57, Yield: 2.73%, BV: 1.90, 23.2% ===
  13. LAND: 5yr: Ytd: 0.76 +0.01 (Range 0.6857 to 1.09 ) PER: 5.57, Yield: 11.44% BV: 1.83, 41.5% CDC: 5yr: Ytd: 0.67 -0.03 (Range 0.6341 to 0.80 ) PER: 3.86, Yield: 4.30% + 2.5% stock div, BV; 1.94, 34.5% C08725: Cityland Development press release "CITYLAND'S PIONEER HEIGHTS 1- MOVE IN NOW" Cityland Development Corporation is proud to announce the turn-over of its latest project - Pioneer Heights 1, a 24-storey office, commercial and residential condominium located along Pioneer St., Barangay Buayang Bato, Mandaluyong City. With the completion of the Kalayaan Bridge of the Bonifacio Global City (BGC) - Ortigas Link road project, travel time to the cities of Pasig, Makati and Mandaluyong has been reduced drastically, thus making Pioneer St., a bustling hub for commercial and residential establishments. Carefully planned amenities such as swimming pool, clubhouse, gym, multi­purpose I event area, viewing deck and 24 hour association security are provided to make condo living enjoyable and comfortable. Meticulously designed residential units in studio, studio deluxe, 1- bedroom deluxe, 3-bedroom, commercial and office units are now available in cash and easy installment terms on a first-come, first­ served basis. An ongoing promo for installment downpayment payable up to 20 months with 0% percent interest is currently being offered. Cityland, a trusted name in the real estate industry is constantly developing condominium units at strategic places around the city to provide good investment for every client. At Cityland, we commit, we deliver.
  14. Buyer: FTLF / FitLife Brands: Last: $22.15, PER: 25.3x, Yield: n/a FITLIFE COMPLETES PREVIOUSLY ANNOUNCED ACQUISITION OF MIMI'S ROCK TORONTO, February 28, 2023 TORONTO , Feb. 28, 2023 /CNW/ – Mimi’s Rock Corp. (TSXV: MIMI) (” MRC ” or the “Corporation “) is pleased to announce the successful completion of its previously-announced statutory plan of arrangement under the provisions of the Business Corporations Act ( Ontario ) (the ” Arrangement “) involving FitLife Brands, Inc. (” Parent “) and its wholly-owned subsidiary, 1000374984 Ontario Inc. (the ” Purchaser ” and, together with the Parent, the ” FitLife “). Pursuant to the Arrangement, among other things, the Purchaser acquired all of the issued and outstanding common shares of the Corporation (the ” Common Shares “). The Arrangement became effective at 12:01 a.m. ( Toronto time) on February 28, 2023 (the ” Effective Time “), resulting in MRC becoming a wholly-owned subsidiary of the Purchaser. Dayton Judd , CEO of FitLife commented, “We are excited to welcome Mimi’s Rock to the FitLife family. We look forward to working closely with the talented team at Mimi’s Rock to help drive further growth and profitability for their brands.” Under the terms of the Arrangement, each former shareholder of MRC is entitled to receive a cash consideration of $0.17 per Common Share (the ” Cash Consideration “). Further, under the Arrangement, all options to acquire Common Shares outstanding immediately prior to the Effective Time have been accelerated and cancelled in accordance with their terms.
  15. RGLD ($119.08, r1.94) /UGL ($61.35) SAND ($4.86, 7.92%), GROY ($1.48, 2.41%) w/FNV ($111.11. r1.81) Gold Royalty Co’s Sym. : Last : PER : Yield: B.V. : P/BV : 2023: 2027: chg%: MkCap: MC/'27 FNV : 111.11 : 31.3: 1.22% 35.24: 315%: 630k: 790k:+25.4%: $21.3B: $27.0k (peak) 161.00: 45.4: 0.84% 35.24: 457%: 670k: 800k +19.4% $30.9B: $38.6k RGLD: 119.08: 33.6: 1.34% 39.48 302%: 335k 400k +20%E $7.82B $19.6k TFPM: $13.44: 57.5: 1.53% $9.03: 149%: 107k: 140K +30.8% $2.70B: $19.3k SAND: $ 4.86: 97.0: 1.20% $4.73: 103.%: 95k: 125k +31.6%: $1.44B: $11.5k GROY: $ 1.48: N/A: 2.70% $3.64: 40.6%: ?? k: ?? k +66%E: $215M: ?? 4-5 Ave. === 54.9: 1.60%: === : 182.0%
  16. Gold has one big advantage over Bitcoin - Sandstorm Gold's Nolan Watson (Kitco News) - Central bank buying will favor gold over Bitcoin, said Nolan Watson, president and CEO of Sandstorm Gold. On Thursday Watson spoke to Kitco. Sandstorm Gold (NYSE:SAND) is a royalty and streaming company headquartered in Vancouver, B.C. In 2023 the company forecasts production of 95,000 ounces. Watson is also an executive on the World Gold Council. Looking at the gold market, Watson said the metal is benefiting but the miners are not. "Central banks and governments around the world are buying gold, but they're not buying gold equities," noted Watson, which is resulting in higher metal prices but not necessarily higher stock prices for the miners. To track what's happening in the gold space, pay attention to gold ETFs, said Watson. He said that there's been net liquidation out of gold ETFs over the last 18 months due to institutional investors selling because of the high interest rate environment. "That is about to reverse. If you actually look at the trend of net liquidation of gold ETFs it's getting smaller and smaller every month," said Watson, who expects the trend to change in the next month or two. Gold prices hit an all-time high in early December, but cryptocurrencies have had their own run with Bitcoin doubling off lows at the start of the year. Watson said that gold has nothing to fear from Bitcoin. "Gold is going up because governments and central banks are buying gold," said Watson. "Governments and central banks are not buying Bitcoin. The fundamental thing that is driving the gold price is separate from...what's happening in crypto. There used to be thousands of crypto coins and the total cumulative market cap was getting close to a trillion dollars in crypto. That's all evaporated except for a few core things like Bitcoin and Ethereum. As an asset class crypto has lost a huge amount of ground to gold even though the Bitcoin prices come up." Operationally, Watson highlighted some future projects that will grow its ounces: Equinox Gold's first pour at Greenstone in 2024, Barrick Gold's Cortez Complex in 2027 and SSR Mining's Hod Maden also in 2027. Watson was most excited about the Ivanhoe Mining's Platreef production that will come online next year. Sandstorm has been busy deal-making in the past 18 months. The company had to take on debt to fund the deals, as well as issue equity, which has weighed on the stock. Over the past year, Sandstorm is down about 8% in an up market for gold. In 2022 Sandstorm took on debt funding for acquisition of $637 million after acquiring Nomad Royalty Company, as well as nine royalties and one stream from BaseCore Metals. By the end of 2024, Sandstorm expects to nearly halve debt levels. "Our portfolio is much bigger," said Watson. "It's much more diversified. Most of the things that we bought—most of the value that we paid for—is very large and very low-cost. [The operations] are very long-life mines that are being built now." Watson said production is going to increase 50% to 60% over the next few years. "We're sort of in this awkward phase where we made all of these acquisitions. We're not getting the benefit from it yet, but the mines are being built." > xx
  17. ss McEwen Mining expects to achieve its 2023 guidance with strong gold production in October-November According to the company, as a result of the strong performance at Gold Bar, partially offset by slightly lower production at Fox and San José, its forecast for the full year 2023 is now estimated at 154,200 GEOs, at the lower end of its 2023 guidance of 150,000-170,000 GEOs. Importantly, McEwen said that its monthly production is projected to remain “strong” in December and into Q1 2024. “The additional production from Gold Bar, combined with the announced flow-through equity financing for Fox exploration and development, puts us in a good financial position to enter 2024. Our focus is on driving continued operational improvements and growth projects across the organization,” commented Rob McEwen, Chairman and Chief Owner. McEwen Mining is a gold and silver producer with operations in Nevada, Canada, Mexico and Argentina. In addition, it owns approximately 47.7% of McEwen Copper which owns the large, advanced stage Los Azules copper project in Argentina.
  18. C08488: Megaworld press release - 1 "MEGAWORLD, SUNTRUST TO DEVELOP NEW TOWNSHIP IN PUERTO PRINCESA, PALAWAN" Megaworld, the country's pioneer developer of integrated urban townships, together with its wholly-owned subsidiary Suntrust Properties, Inc., will develop a 6-hectare property into a 'lifestyle estate' in Puerto Princesa City, Palawan. Located along the Puerto Princesa South Road in Palawan's capital city and overlooking the Puerto Princesa Bay. BAYTOWN PALAWAN will be Megaworld's 31st township development in the country. It will host residential condominium projects, hotels, as well as commercial retail developments. "Finally, we are building our signature concept of a 'lifestyle estate' in this Palawan capital city where the residential components of the township perfectly blend with the commercial hub, and of course, the hotel developments within the mix as well. Our themed residential condominium clusters will complement the city's relaxing natural environment," says Harrison Paltongan, president, Suntrust Properties, Inc. "We are bringing the vibrant concept of our very own Forbes Town BGC to Puerto Princesa. We are excited on how Baytown will be able to transform the cityscape of Puerto Princesa," says Javier Romeo Abustan, vice president of sales and marketing, Megaworld Palawan. Most of the residential condominium clusters inside BAYTOWN PALAWAN will be developed by Suntrust Properties. Megaworld will also be developing an upscale and exclusive residential community within the lifestyle estate. The company is slated to start land development by next year. It is allocating P7 billion to develop the lifestyle estate in the next 5 years. BAYTOWN PALAWAN is Megaworld's second mixed-use development project in the Province of Palawan. On the other hand, this is Suntrust's first development in the province as part of its expansion across the country.
  19. WAKE UP, People! There is much uncomfortable TRUTH here. They cheated and admitted it - this is almost 10% of the 2020 VOTE that the voters themselves admitted that false ballots were sent in. (43% x21%= 9%., call it 10% of Votes cast.) I reckon virtualy ALL of those votes were for Biden. They were programmed to think they were SAVING DEMOCRACY. But now they should see they undermined it. I expect a majority of those who cheated now regret it. > https://heartland.org/opinion/heartland-rasmussen-poll-one-in-five-mail-in-voters-admit-to-committing-at-least-one-kind-of-voter-fraud-during-2020-election/
  20. 12.13 Areit: Mreit: RCR: Filrt: Vreit ddmpr Divs: 2.19 : .984 : .391 : .284: .158 : ??? Hist: 2.12 : .984 : .391 : .284: .1574: .1008 last: 0.55 : .246 : .0979: .071 : .0400: .0255 5ago .49 : .244 : .0974: .088 : .0361: .0273 REIT Dashboard, 11.30 4stk Areit: Mreit: RCR: Filrt: Last 29.85: 12.50: 4.65: 2.79: Div. P2.19: .984 : .391: .284 Yld: 7.33%:7.87%: 8.41%:10.2% 4Ave.= 8.45%, 6Ave=8.60% Ph10yr 6. ??%, 5yr: 6.??% ?? +VREIT : 1.68, .158, 9.63% (N/A +Ddmpr: 1.23, .101, 8.21% (N/A RXI 9?.??/ PSEI: 6,224: 1.56% TLT, : TYX = US,LT: Prem. $91.56, 45.13=-4.51: 3.94% prev.3.42% REIT Dashboard, 10.31 4stk Areit: Mreit: RCR: Filrt: Last 32.80: 12.18: 4.74: 3.00: Div. P2.12: .984 : .391: .301: Yld: 6.46%:8.07%:8.25%:10.0% 4Ave.= 8.19%, 6Ave=8.36% Ph10yr 6. ??%, 5yr: 6.??% ?? +VREIT : 1.66, .157, 9.46% (N/A +Ddmpr: 1.28, .101, 7.89% (N/A RXI 9?.??/ PSEI: 5,974: 1.56% TLT, : TYX = US,LT: Prem. $83.58, 50.22=-4.20: 3.42% prev.4.06% REIT Dashboard, 9.30 4stk Areit: Mreit: RCR : Filrt Last 32.80: 12.30: 4.90: 3.04: Div. P2.12: .984 : .391: .301: Yld: 6.46%:8.00%: 7.98%:9.90% 4Ave.= 8.09%, 6Ave=8.22% Ph10yr 6.??%, 5yr: 6.??% ?? +VREIT : 1.69, .157, 9.29% (N/A +Ddmpr: 1.30, .10E, 7.69% (N/A TLT, : TYX = US,LT : Prem. $88.69, 47.11=-4.03: 4.06% prev. 3.46% PHL Govt Bond Yields : 10yr.etc: yrEnd'22: 6.98% WkEnd Areit: Mreit: RCR : FILRT= AveDvPh.10yr TLT = US,Lt.: prem./ YE'22 35.40: 14.48: P5.85 : P5.50 : 6.52%v6.98% 100.7: 3.92%: 2.60% WkEnd Areit: Mreit: RCR : FILRT=AveD.vPh.10yr TLT = US,Lt.: prem./ 6ave. 05.26: 33.65: 13.90: P5.76 : P4.30= 7.06% v 6.05% 101.1 : 3.97%: 3.09%, 7.16% 06.02: 33.50: 14.00: P5.70 : P4.21= 6.84% v 5.92% 102.0: 2.96%: 3.88% 7.20% 06.30: 34.70: 14.54: P5.80: P3.83= 6.89% v 6.49% 102.9: 3.86%: 3.03% 7.20% 07.28 : 33.00: 14.20: P5.32: P3.40= 7.43% v 6.53% 99.81: 4.03%: 3.40% 7.56% 08.31: 34.20: 13.90: P5.29: P3.38= 7.66% v 6.00% 96.64: 4.20%: 3.46% 7.99% 09.30: 32.80: 12.30: P4.90: P3.04=8.09% v 6.00% 88.69: 4.71%: 3.38% 8.22% 10.31 : 32.80: 12.18 : P4.74: P3.00= 8.19% v 6.00% 83.58: 5.02%: 3.17% 8.36% 11.30 : 29.85: 12.50: P4.65: P2.79= 8.45% v 6.00% 91.56: 4.51%: 3.94% 8.60% 12.30: ????
  21. TLT is moving UP. since end Oct. But only Areit has moved up so far. And you could argue that AReit is just recovering from a sharp selloff, after a DIV payment, and a some Asset buying news, which hurt the stock for a few days To me, this means that Phl. REITS are an attractive BUY right now, with 8%+ Yield AREIT (32.05) / TLT (94.62) =33.9%, Mreit (11.96), RCR (4.70).. 2022: 2023: Ytd: 10d: AREIT-etc.. 2022: ===
  22. PLC / BEL : YTD: P 0.59 / P 1.17 = 50.4%; Highs: 0.69 /1.49= 46.3%, Lows: 0.455 /1.11= 41.0% BEL (1.17) / PLC (0.59) = 198%. / Psei (6,463, 64.63)= 1.81% /100 BEL: 10yr: 2013: 2014w/PLC: 2023: last: P 1.16 2014w/PLC: 2022: YTD: P 0.58 / P 1.16 = 50.0% BELLE Corp. Investments (last: P 1.16) 12.13.23. Value: Ye'22 : Value: PLC : Prem. Leisure Corp: 79.78% : 24.9B x0.58= 14.49B / 0.475: 11.83B LOTO: Pacific Online Sys. : 50.10% : .449B x3.20= 1.43B / 1.650: 0.74B APC : APC Grp, .021 BkV : 48.80% : 3.7 B x.211 = 0.78B / 0.260: 0.96B Smph: SM Prime Hldgs. : < 1%. : 61.8M x33.4= 2.06B / 35.50: 2.19B ==== Four Traded Co’s. : ===== : ==== === = 18.76B /. === : 15.72B ==== (at 12.13.23 ) : 18.76B / 9.76= P1.92 / BEL sh / P1.61, Nav 3.49 = change from Ye'22: Gain from YE +19.3% / v.ye'21 : P1.22, Nav 3.10 ==== ( at 12.13.22): P 1.16: Disc.to MkV: -39.8% / BEL : Belle Corp. : 100%. : 9.76B x1.24 = 11.61 B / P1.22 at ye'22 * PLC pays .0502 div. x24.9B= P2.00B /9.76B= P.205 incoming, 0.06 out Other investments + City of Dreams Resort : + LAND for development + Premium Leisure amusements + Tagaytay Club shares ================ = value: 16.B ? - Debt Outstanding ?? - Total NAV, ye'22: 3.49 x 9.76B = 34.1B : Ye'21: 3.10 x 9.76B = 30.2B
  23. The BATTLE between (falling) MEG and (rising) TLT is heating up MEG (P2.02) vs. TLT ($96.84 +2.22): 2.09%. at 12.14.2023 MEG (P1.98) vs. TLT ($94.62 +0.28): 2.09%. If TLT rises, I still expect MEG higher "...I still expect MEG higher." But look how MReit (11.98), and RCR (4.70) have stalled
  24. Updated BTC vs. CRY-3 CRY3: 2023: Oct'23: 10d: Bitcoin miners are catching-up with BTC, esp. MARA CRY3: OLD: HIVE: 2023: YTD: 6mo: 10d: $4.25 > $3.41 last, -20%; twice as volatile as BTC RIOT: 2023: YTD: 6mo: 10d: $16.00 > $14.06 last, -12%, almost 1.5x as volatile. Filled gap up BTC Futs: last: $41,705 BTC's GAP up is not filled yet. Honestly, I don't know what is coming next. But I want to stay flexible, and am glad I took some money off the table in that last shot up. My remaining position is almost all Call options with limited risk 10d - Outperformance by HIVE could be a sign of the rally's last phase.
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