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  1. Metalla merged with Nova, which was accretive to NAV MTA: 2017: 2019: 2022: Ytd: $3.11, pe: na, Y: na 2017: Rising COST-of-Capital made it almost impossible to Grow "There's nothing out there, as remotely attractive as our stock".. "We have 5 producing assets" Metalla Royalty (TSXV:MTA) - A Growing Precious Metals and Copper Royalty Co COMMENT @robertdagge200 3 weeks ago Like most all royalty coys of this size, the coy wholly ignores costs in its quarterly reporting - page after page on revenue, zero on why the coy makes massive losses (relative to revenue) each quarter. Mainly G&A, of course. Have never understood why G&A is so high in royalty coys - insane remuneration (and marketing) costs for basically doing an office job. Says the coy is massively undervalued - not if you want your investment to see actual profit. Jam tomorrow for investors; cavier today for management. @mattball7074 3 weeks ago Look at Sandstorms Sales/Revenue & Total Assets... their SG&A is around 6-7M per quarter... now look at these guys with literally 1/60th the sales/revenues and 7% the total assets as Sandstorm with a consistent SG&A of 2M per quarter. Why i'm picking on this figure is that it kills their net income bottom line. It's a royalty company for heavens sake!
  2. Still Correcting? AP : /35.50, w/UB: xx, xx%; AEV: 46.85, 132%, FGEN: 19.64, 55.3% : PE: 7.85, Y: 6.48% (R: 29.40 to 39.55 )
  3. TG / Trifecta: SMD has 6.9 M (6,906,318) TG shares. / 80.1M x 0.03= 2.4M = 8.6% =$76k TG / Trifecta Gold to acquire Mount Hinton, 10 other properties 2024-03-01 / Mr. Richard Drechsler reports TRIFECTA GOLD RESETS FOCUS WITH TOMBSTONE GOLD BELT OPTION AND SHARE CONSOLIDATION Trifecta Gold Ltd. has entered into a binding agreement to acquire up to 100 per cent of Mount Hinton and 10 other highly prospective, intrusion-related gold projects located in Yukon's Tombstone gold belt. Under a two-stage earn-in agreement with Strategic Metals Ltd., Trifecta can acquire an up-to-100-per-cent interest in all 11 properties. Tombstone gold belt Extending for more than 1,000 kilometres from Alaska into Yukon, the Tombstone gold belt hosts many large reduced intrusion-related gold system deposits such as Fort Knox in Alaska (greater than 10 million ounces), Eagle and Olive in Yukon (greater than four million ounces), and the past-producing Brewery Creek mine, also in Yukon. Recent discoveries including Snowline Gold's Tier 1 Valley discovery, Sitka Gold's RC deposit, Banyan Gold's AurMac deposits and Victoria Gold's Raven deposit have drawn renewed exploration interest to the belt. These gold systems are characterized by sheeted, auriferous quartz veins forming in the carapace zones of Cretaceous-age plutons. They have a characteristic geochemical signature of gold-bismuth-tellurium plus or minus tungsten within and surrounding the intrusion, and a characteristic geophysical signature of a magnetic low (that is, reduced), together with a coincident conductivity low. Moving outward from the intrusions, gold-arsenic veins are common with silver-lead-zinc veins farther out. Option terms Under the terms of the option agreement, which is subject to TSX Venture Exchange acceptance, Trifecta can acquire an initial 70-per-cent interest in the properties by incurring aggregate exploration expenditures of $6-million by Dec. 31, 2027, and issuing that number of Trifecta shares to Strategic such that, following the issuance of those shares, Strategic will hold 9.99 per cent of Trifecta's then issued and outstanding share capital, including the shares of Trifecta currently held by Strategic. Following the exercise of the first option, Strategic will retain a 1-per-cent net smelter return royalty interest in the properties. Trifecta can acquire the remaining 30-per-cent interest in the properties by issuing additional Trifecta shares to Strategic equal to 9.99 per cent of the then outstanding Trifecta share capital at any time after the exercise of the first option and prior to March 31, 2028, which number of shares to be issued to Strategic will not include any shares of Trifecta then held by Strategic. Following the exercise of the second option, Strategic will retain an additional 1-per-cent net smelter return royalty interest. Trifecta can purchase the second royalty interest from Strategic for the payment of 1,500 ounces of gold or the cash equivalent. > https://www.stockwatch.com/News/Item/Z-C!TG-3520064/C/TG Share consolidation: 1/4 Trifecta's board of directors has approved the consolidation of its common shares on the basis of one postconsolidation share for every four preconsolidation shares. The effective date of the consolidation will be confirmed at a future time, following the company's receipt of acceptance from the TSX Venture Exchange for this share consolidation.
  4. STOCK HOLDINGS... Feb 2024: About Strategic Metals Ltd. Strategic is a project generator with 12 royalty interests, four projects under option to others and a portfolio of 96 wholly owned projects that are the product of over 50 years of focused exploration and research by a team with a record of major discoveries. Projects available for option, joint venture or sale include drill-confirmed prospects and drill-ready targets with high-grade surface showings and/or geochemical anomalies and geophysical features that resemble those at nearby deposits. Strategic has a current cash position of approximately $2-million and large shareholdings in several active mineral exploration companies, including 32.8 per cent of Broden Mining Ltd., 33.4 per cent of GGL Resources Corp., 29.6 per cent of Rockhaven Resources Ltd., 16.2 per cent of Silver Range Resources Ltd., 15.6 per cent of Precipitate Gold Corp. and 15.2 per cent of Honey Badger Silver Inc. All these companies are engaged in promising exploration projects. PRIVATE CO's: Strategic also owns 15 million shares of Terra CO2 Technologies Holdings Inc., a private Delaware corporation developing a cost-effective alternative to Portland cement, which recently announced a definitive agreement with Asher Materials for an exclusive market licence of Terra's first commercial-scale advanced processing facility. Jan 2023: ( some % are Down since then ) Strategic has a current cash position of approximately $3.6 million and large shareholdings in several active mineral exploration companies including 32.8% of Broden Mining Ltd., 34.5% of GGL Resources Corp., 29.6% of Rockhaven Resources Ltd., 19.6% of Honey Badger Silver Inc., 15.7% of Precipitate Gold Corp. and 17.2% of Silver Range Resources Ltd. All these companies are well funded and are engaged in promising exploration projects. Strategic also owns 15 million shares and 5 million warrants of Terra CO2 Technologies Holdings Inc., a private Delaware corporation.
  5. Asher Materials Nabs Terra CO2’s First Commercial-Scale Plant 7 months ago Cement Products News Terra CO2 Technology has entered into a definitive agreement with Asher Materials for an exclusive market license of Terra’s first commercial-scale advanced processing facility in the Dallas-Fort Worth market. Under the agreement, Asher Materials will acquire the plant, which has the capacity to produce 240,000 tpy of Terra’s OPUS Supplementary Cementitious Material (SCM), after construction and commissioning are complete. The deal comes after Terra recently showcased the SCM’s real-world performance during a demonstration pour in Houston. “The entire Terra team has worked tirelessly to achieve this major milestone – both for Terra and for the industry at large as we move toward our collective goal of decarbonizing cement,” said Bill Yearsley, CEO of Terra CO2. “We are delighted to have Asher Materials as a valued customer partner, and we look forward to expanding our close relationship to license additional Terra facilities across Texas.” Asher Materials has been working for over a decade constructing first-of-its-kind industrial facilities focused on sustainability and efficiency. The company said it is committed to making the Lone Star State the leader in low-carbon building solutions in the U.S. through its partnership with Terra CO2. > more: https://cementproducts.com/2023/09/13/asher-materials-nabs-terra-co2s-first-commercial-scale-plant/ Our Story Terra CO2 is the scalable low carbon alternative for cement production. Responsible for 8% of the world's CO2 emissions, cement is used in producing concrete, the world's second-most used material after water. Their unique technology allows Terra to create cementitious materials from a wide variety of feedstocks or waste products, dramatically reducing the greenhouse gas emissions caused by cement production. Terra's proprietary Opus suite of cementitious materials is a proven supplement and alternative to Portland cement. Validated by third parties, Terra's materials perform equal to or better than traditional cementitious products. Terra CO2 is headquartered in Golden, Colorado. For more information, please visit terraco2.com.
  6. Strategic Metals' Partner Benjamin Hill Mining Intercepts 211.65 Metres Of 0.46 Grams/Tonne Gold In Maiden Drill Program At The Alotta Gold-Copper-Molybdenum Project, Yukon BNN / Benjamin Hill Mining: Last: C$0.60 BNN vs-SMD: 0.60 / 0.18= Benjamin Hill has the optional right to earn up to a 60% interest in the Alotta project by incurring aggregate exploration expenditures of $11 million by the end of 2027 and and making aggregate cash payments to Strategic of $500,000 by January 17, 2028. Table 1 Hole Number From (m) To (m) Interval (m) Au (g/t) Cu (%) ALT-23-01 7.35 219.00 211.65 0.46 0.02 including 97.55 120.00 22.45 1.20 0.02 including 104.97 105.61 0.64 9.94 0.32 ALT-23-02 62.86 162.00 99.14 0.30 0.02 *Posted intervals are core lengths, the orientation of mineralization is not known at this time. "Strategic Metals is very pleased with the exceptional gold results from this maiden drill program. The soil geochemical anomaly at Alotta is huge and offers excellent potential for discovery of more copper and molybdenum rich areas elsewhere on the property," states Doug Eaton, CEO and President of Strategic Metals. "We look forward to working closely with the team at Benjamin Hill to follow up on this initial success." > More: https://finance.yahoo.com/news/strategic-metals-partner-benjamin-hill-133000014.html?.tsrc=fin-srch Benjamin Hill closes $5.34-million private placement 2024-03-26 13:33 ET - News Release BENJAMIN HILL ANNOUNCES CLOSING OF OVERSUBSCRIBED $5 MILLION FINANCING Benjamin Hill Mining Corp. has closed its previously announced private placement financing of an aggregate of 8,352,750 units at a price of 64 cents per unit for aggregate gross proceeds of $5,345,760. The Offering was conducted on a "best efforts" private placement basis by Eight Capital, as lead agent and sole bookrunner (the "Agent"). The Offering was structured such that 6,792,500 Units (the "LIFE Units") for aggregate proceeds of $4,347,200 were sold pursuant to the "listed issuer financing" prospectus exemption whereby these securities will not subject to any hold period and 1,560,250 Units (the "Accredited Investor Units") for aggregate proceeds of $998,560 were offered pursuant to the "accredited investor" prospectus exemption whereby these securities will be subject to a statutory hold period of four months and one day > https://www.stockwatch.com/News/Item/Z-C!BNN-3528806/C/BNN OLDER: NOVEMBER 28, 2023 Benjamin Hill Mining Announces Drilling Program Discovers Porphyry Style Mineralization at Alotta, Copper-Gold-Molybdenum Project Vancouver, British Columbia--(Newsfile Corp. - November 28, 2023) - Benjamin Hill Mining Corp. (CSE: BNN) (OTCQB: BNNHF) (FSE: 5YZ0) ("Company") is pleased to announce the completion of two inaugural... Read More
  7. SMD-vs. (0.18) /JNUG (32.50): 0.55%. /RK (0.06): 300% - Cycle Bottomed a few days ago? RK / SMD = 33.3%. vs. GLD ($205.72), GDX (31.62)- Rising Gold & Gdxj can drag RK & SMD higher SMD : 2017: 2021: ytd: 10d.. Last: $0.18 (Range: 0.165 to 0.39 ) BV: $0.42 2017: RATIO: SMD to-GDXJ: 0.45%
  8. DATE -: ARIS:-2.21: wtB: %Aris, wtA: %Aris 3.27.24: 4.86: 2.59: 2.64: 54.3% 0.340: 07.0% 12.29.23: 4.37: 2.16: 2.14: 49.0% 0.250: 05.7% 12.30.22: 3.35: 1.14: 1.30: 38.8% 0.265: 07.9% ARIS: 2017:
  9. Michael Oliver may be Right... Quick move to GDX-$40... GDX: Quick 20%+ GAIN if brk'out over $31? (says Michael Oliver) Precious Metals & Political Chaos: Gold, Silver & Changing World Order ===
  10. Michael Oliver may be Right... Quick move to GDX-$40... GDX: Quick 20%+ GAIN if brk'out over $31? (says Michael Oliver) Precious Metals & Political Chaos: Gold, Silver & Changing World Order > Precious Metals and Political Chaos: Gold, Silver and a Changing World Order === RE SILVER / Someone commented on my chat: " very interesting point about silver ...one of the speakers did research on possible suppression of silver price through JP Morgan and he found out that the suppression is being made by the Chinese through JPMorgan ...they want lower prices because of the use of silver by solera panels producers additionally recently there has been exercise of deliveries on Comex by Indian companies as the Indian gov is subsidiazing the production of panels "
  11. Spikey MUX on another run towards $10, and maybe higher? MUX: $9.63 +0.56 RATIO: KDK to-MUX: C$0.57 /$9.63=C$13.05= 4.2% RATIO: FCX to-MUX: $45.89 / $9.63 = 4.76%
  12. GOLD set to RIse vs. Stocks?: 140 Years ... YT interview: xx RGLD : $117.36 + $7.30, +6.63% BMO Capital Upgrades Royal Gold to Outperform, Adjusts Price Target to $158 From $148 03/27/2024 (MT Newswires) -- Royal Gold (RGLD.NaE) has an average rating of outperform and price targets ranging from $115 to $166, according to analysts polled by Capital IQ. (MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)
  13. I am buying: RCR, 5.46% of TLT, buying other Reits too REIT stocks are attractive to Buy Here... if TLT is about to Rally TLT (93.77): RCR: 5.12, 5.46%. MReit: 12.94, 13.8%; DDmpr: 1.19, 1.27% ===
  14. I am buying: RCR, 5.46% of TLT, buying other Reits too REIT stocks are attractive to Buy Here... if TLT is about to Rally TLT (93.77): RCR: 5.12, 5.46%. MReit: 12.94, 13.8%; DDmpr: 1.19, 1.27% ===
  15. Buying DD again... near 7.82 DD vs DDmpr: 7.82 / 1.18 = 6.63x; PER: 3.67, Div.Y: 3.36%, @3.27.24 01.09.24 : DD: 8.13 / 1.21 = 6.72x DD : 7.82 -0.06, Tang. NW : 14.42 (ye'2022). PER is: 3.67, Historic Yield: 3.36%, DD: I am buying back in now, though I think it could drop a bit further to major support at/near 7.50. I sold into the spike above 9.00, so I am buying in cheaper now. Ye'2022 Book Value was: P19.15. Tang. NW : 14.42. PER is: 3.67, Historic Yield: 3.36%, should be boosted, I suppose
  16. BREAKOUT! close over $4.60 soon? Then, Next target: C$5.50 ARIS.to, All: Jul.2018: 2023w/UGL: YTD: 10d, $4.51 +0.06 ARIS.to, All: C$4.51, 882d MA; $4.60
  17. GROY in upwards thrust, last $1.90/UGL-68.66=2.77% Interview with GROY's CEO, David Garofalo: "The Golden Secret". 33,488 views Mar 23, 2024 "Gold isn't a commodity". Grant Williams sits down with CEO of Gold Royalty Corp (NYSE: GROY) to spill the beans on what's really going on in the gold market. GROY NEWS came out, Stock Fell over 0.10 - 3.27.24? GROY Stock Earnings: Gold Royalty Beats EPS, Misses Revenue for Q1 2024 GROY just reported results for the first quarter of 2024. Gold Royalty reported earnings per share of 1 cent. This was above the analyst estimate for EPS of -1 cent. The company reported revenue of $1.02 million. This was 46.53% worse than the analyst estimate for revenue of $1.90 million
  18. TNX : 10-yr Rates (x10); recently, 4.35%, now 4.218%, USO 78.7 >76.68, -2.6% As discussed yesterday at the Meetup... TNX - 42.18 / 10 yr rates (x10) versus two inflation drivers; USO- Oil etf, DBA- Agricultural commodity etf. Looks like 10 yr rates have already made a Right Shoulder at 4.35%, and are headed back down again. If this continues, REITs should follow, with a lag, the rally in LT Bonds (TLT: 93.98 )
  19. SUN SHINES at Last. Can the Rally last? RCI : Last: 2.02 -0.18, Range ( 0.415 to 2.84 ) === Is there sunshine in Roxas & Co.’s future? Leandro Leviste becomes largest individual shareholder with 7.55% stake Millennial bilyonaryo Leandro Leviste has secured a significant stake of 7.55% in Roxas and Company Inc., catapulting him into the position of the largest individual shareholder of the listed property holding firm. RCI’s stock price has witnessed a meteoric rise, surging over threefold in just a week. From a modest P0.59 per share on March 11, the price skyrocketed to a peak of P2.28 on March 19, before settling at P2.19. Speculation abounds that the surge is fueled by expectations of converting the company’s newly acquired properties into solar farms, further enhancing RCI’s potential. ADVERTISEMENT Based on Tuesday’s closing price, Leviste’s 188.89 million shares have a market value of P413.7 million. > https://bilyonaryo.com/2024/03/19/is-there-sunshine-in-roxas-co-s-future-leandro-leviste-becomes-largest-individual-shareholder-with-7-55-stake/business/
  20. EDUCATIONAL PLAY? In IPO. owner of MAPAU University Edu-stocks: STI-0.78, 1.13% IPO-7.10, 10.3 / Psei-68.94: 10.3%. HI-3.49, 5.06% IPO / iPeople-7.10, V-0.79 RATIOS -- Sym. 03.22: PER : Yield : Bk.Vl. : %bv : 1yr. Range Psei: 6,894: === : === : ==== : ====: 5920-7021 IPO : P7.19 : 13.3: 20.6%? 11.91: 60.4%: 5.80 - 9.00 > if 0.19, then 2.64% yield HI : P3.49: N/A : 1.43%: 23.65: 14.8%: 3.21 - 5.39 STI : P0.77: 6.26: 3.90%: P0.92: 83.7%: 0.34- 0.86 FEU : 560. : 7.26: 5.71% : 439.0: 128.%: P532- 650 CEU: P8.99: 7.51: 6.67% : 14.32: 62.8%: 6.53 - 9.05 V : P0.79: 4.27: N / A : P2.47: 32.0%: 0.70 - 0.82 RCB : 22.80: 4.12: 4.74%: 57.11 : 40.0% 20.60-25.5 House of Investments, Inc. iPeople, inc. (IPO) is the holding company under House of Investments, Inc. (HI) and the Yuchengco Group of Companies that drives investments in the education sector. A merger of Yuchengco Group and Ayala's educational assets occurred. Themerger was completed on May 2, 2019, with the Yuchengco Group of Companies owning 51.3% of iPeople and Ayala Corporation with 33.5% share of the said company iPeople press release - 1 "Yuchengco-Ayala Education Partnership Introduces Breakthrough Experiential Global Education with Top US University", 02/21/2023 Mapua Schools Collaborate with America's Most Innovative University. iPeople, the publicly listed Yuchengco-Ayala education partnership, introduced today a first of its kind offering that enables Filipino students to immerse themselves in global educational experiences with top international universities and a top Philippine university, in a highly cost-effective manner. Last year, iPeople school Mapúa University and its daughter schools Mapúa Malayan Colleges Laguna and Mapúa Malayan Colleges Mindanao, entered into a collaboration with Arizona State University (ASU), which has been ranked America's most innovative university, ahead of Stanford and MIT, over the past 8 years. The collaboration is focused on Business and Health Sciences programs. In the latest US News & World Report online program rankings, ASU's W. P. Carey School of Business ranked Top 10 in the US across 8 programs and disciplines, including the #1 spot for online bachelor's in business programs, and ASU's online bachelor's program in psychology was ranked #4. Through this collaboration, the Mapúa schools also became members of the ASU-Cintana Alliance, a global network of 15 of the most innovative higher education institutions in the Americas, Europe and Asia. Chris Hill, Chief Strategy Officer, and Head of Asia Pacific at Cintana, said, "We are delighted to be collaborating with the Mapúa schools, whom we selected as our Philippine champions, because of their long- standing reputation for innovation and academic excellence. The recent ranking of Mapúa as one of the top 4 Philippine universities, together with UP, Ateneo and LaSalle, in the Times Higher Education World University Rankings, is clear evidence of the quality of a Mapúan education." C06758: iPeople SEC approval of the merger of NTC and APEC Schools, 09/05/2023 In compliance with the disclosure requirements of the Securities and Exchange Commission, iPeople, inc. ("the Company") hereby informs the SEC and PSE that on September 5, 2023, the Company received a copy of the Certificate of Filing of the Articles and Plan of Merger of iPeople subsidiaries' National Teachers College (NTC) and Affordable Private Education Center, Inc. (APEC Schools), issued by the SEC on August 30, 2023. The plan of merger shall take effect five (5) business days after the SEC approval and issuance of the Certificate of Filing of the Articles and Plan of Merger, with NTC as the surviving corporation. MERGER with Ayala Education On January 8, 2018, YGC and Ayala Corporation, through a joint press statement, announced the merger of Ayala Education and iPeople (IPO), Mapúa's parent company, with IPO being the surviving entity. The merger was completed on May 2, 2019, with the Yuchengco Group of Companies owning 51.3% of iPeople and Ayala Corporation with 33.5% share of the said company.[1] On August 1, 2021, the old Makati campus at Gil Puyat Avenue was closed. It relocated its site at a former Bormaheco property along Pablo Ocampo Street, which was acquired and converted by the Yuchengco Group in 2018.[16]
  21. David Hunter now says his Gold target (before the big bust) is $3,000+ ... and sometime AFTER the bust, $20,000 >
  22. The Virtual Condo rose by 5.0% since Nov.3, 2023. Is that GOOD? That compares with PSEI rising from 5989, > 6869, or +14.7% in same time period. My model PHL. Portfolio rose by over 13% from ye'2023. & by 15% from end Oct'23 For YTD, PSEI rose from 6450, > 6869 - that's 6.5% (just HALF the model's 13%) According to Wilson SY, the best season for PHL.stocks is "From Halloween to Valentine's Day."- see Chart above, THAT was the sweet spot. BUT The POINT of the Virtual Condo is not to beat PSEI, especially in Good times. It is to beat the income performance of Condos, and other properties. The virtual condo will likely underperform in a Bull Market, & outperform in a Bear Market.
  23. UPDATING.... Virtual REIT Portfolio rose 5.0% to P 9.45 M, 3.20.24 Virtual Condo, 9Million, Original Buy at 3.Nov.23 4stk Areit: Mreit: RCR: Filrt : 4 REIT Stocks M’s: 2.25, 2.25, 2.25, 2.25 : Millions of Pesos Last 32.65:12.20: 4.76: 2.99 : Price at 3 Nov.'23 Div. P2.06: .982 : .391: .301 : Last 12 months Yld 6.31%:8.05% 8.21%:10.0%: Div. Yield Ave 8.14%, x 90%= 7.326% : Aver. Yield, After-Tax Shs 68.9k, 181.k, 473.k, 752.k: 000's Shares Bought DPa 142.k, 181.k, 185.k, 226.k: Dividends per annum. D/yr: 734.k P/mo 61.2k, monthly average : 61.2k= 55k. Af-Tax Last 35.00: 13.10: 5.12: 2.99 : Price, 20 Mar.’24 Div. P2.20: .982 : .391: .280 : Last 12 months Yld 6.29%:7.54% 7.64%:9.36%: Ave.Yield= 7.71% s Yld 6.31%:8.05% 8.21%:10.0%: Div. Yield, 3.Nov.23 Orig 32.65:12.20: 4.76: 2.99 : Price, 3.Nov.23 Shs 68.9k, 181.k, 473.k, 752.k: 000's Shares Bought Val. 2412, 2371, 2422, 2248 = P9,453k, +5.0% DPa 152.k, 178.k, 185.k, 210.k: Dividends per annum. D/yr: 725.k, was 734k P/mo 60.4k, monthly average : 60.4k= 54.4k. Af-Tax / 61.2: -1.3% decrease in Div. on 9M port. since 11.3.24 While there was a 5.0% Rise in Market Value
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