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WOW! Finally! Merger of (CHI) with (ALI) Please be informed that the merger of Cebu Holdings, Incorporated (CHI) with Ayala Land, Inc. (ALI) at the ratio of 0.19 ALI common shares for every 1 share of CHI common share has been effected today and will reflect in your portfolio on Monday, February 26, 2024. (Note: CHI trading has been suspended since 2021, it seems. If 2020 CHI-BV of 4.52 is used, should be higher now. 4.52 /0.19= P23.78. ALI's BV was P15.11 at 2020, and P17.30 at 2022. Maybe 19.00 at Ye'2023. So this merger looks anti-dillutive. Note2: ALI's BV at 9/23 was: 18.20 /sh.) What's NEXT? Who's next for ALI? They may want another anti-dilutive merger. Most other Property shares have a much lower PER than ALI's 22.5 PE Ratio. I still think FLI or maybe CLI could eventually be on ALI's menu! And FLI has a historical PER of just 5.1x, and CLI only 2.8x ! They trade well below Book Values. The closing of the merger with CLI may be one reason ALI is rising now. Also, ALI recently announced a 32% rise in Net Income for 2023. Ayala Land FY 2023 financial and operating results - 1 "ALI FY23 net income up 32% to P24.5B" Ayala Land Inc. (ALI) delivered strong results in 2023, fueled by robust property demand and heightened consumer activity. ALI's net income grew 32% to P24.5 billion, and consolidated revenues increased by 18% to P148.9 billion from 2022. Property development revenues expanded by 14% to P92.3 billion, driven by steady bookings and higher completion of residential projects and offices for sale. Residential reservation sales grew by 9% year-on-year to P113.9 billion. Ayala Land launched 14 projects in the fourth quarter of 2023 with a combined value of P39.6 billion. These include AyalaLand Premier's first signature line project, Park Villas in the Makati CBD, and sequel phases of its existing gated community developments. These new projects brought Ayala Land's total launches to 25 projects valued at P75.9 billion in 2023. Meanwhile, leasing and hospitality revenues accelerated by 25% year-on-year to P41.7 billion due to improved occupancy and rents. Shopping center revenues surged 31% to P21.1 billion, while office leasing grew 6% to P11.8 billion. Hotel and resort revenues increased by 42% to P8.8 billion as higher travel and tourism demand pushed up occupancy and room rates. Ayala Land opened Ayala Malls One Ayala at the Makati CBD and the first phase of Ayala Malls Vermosa in Cavite, adding 49,000 sqm of retail space; > released: 2.20.2024

UPDATE: VLL (1.66) / VReit (1.74) = 95.4% / "Buy: VLL when Ratio is 95% or Lower?" Update: FLI (0.70) / FILRT (3.22) = 21.7% ===

GDX.v.UGL >2020: 7/'22: oct'17: GDX-$26.66 UGL-$61.28= 43.5% /TLT-$93.9 2020: Oct'17: A near perfect set-up for Gold, a long term Cup&Handle. But the breakout is not confirmed until Gold clear $2,070. After $2,070, Wadsworth sees "Many hundreds of Dollars of price rise" in Gold. Gold shares are also super cheap, but typically outperform fro short periods like a year or so. Time : v.UGL: GLD, pct.: GDX, pct. : GDXJ, pct.: JNUG, pct. : Rgld, Mult.: 02.23: 61.28: 188.6, 3.1x: 26.66, 43.5% 32.32, 53%: 24.05, 39%: 106.8, 1.74x Ye’23: 63.87: 191.2, 3.0x: 31.01, 48.6% 37.91, 59%: 33.89, 53%: 121.0, 1.89x Ye’22: 55.27: 169.6, 3.1x: 28.66, 51.9% 35.65, 65%: 36.17, 65%: 112.7, 2.04x Ye’21: 59.81: 171.0, 2.9x: 32.03, 53.6%: 41.93, 70%: 64.13, 1.07x 105.2 1.76x Ye’20 68.20: 178.4, 2.6x: 36.02, 52.8%: 54.24, 80%: 120.6, 1.77x 106.4 1.56x ====

SELLING WINDOW AHEAD in 1h, 2024? QQQ Below: 2023: SPY-2020: I have been waiting for this Seasonal opportuniity. At the beginning of 2023 I said: "STOCKS: BULLISH Set-up for 2023.." (SPX: 3,999, now 12.7% higher at 4,508. Ytd, QQQ is up 42.1% from 266 to 378.) Along the way, I resisted - rightly, it turns out - the temptation to get Bearish. Because I thought stocks could hold uo until late AUG. We are now in the Timeframe where it could make sense to Sell. Ideally, the QQQ might continue to Rally to 400 or so. Current level is 378. So that would be perhaps 6% higher. It may not get that far, so STAY ALERT NOW. (Given that PSEI is well off its 2023 high of 7,138, Fri's close of 6,181 was -13.5% off that level. It may make sense to hedge PSEI with QQQ or SPY puts since the downside in the US indices appears much bigger in a global stock market slide, if we see that.) - from a post on my Viber market chat, 9.1.2023 VIX at 13.75 : 2023: 10d: (12mo R: 11.81 to 30.81 ) VIX at 13.50 suggests the level of complacency is very high. And you will see level like that when SPX is putting in a Top IWM / Russell-2000 vs. SPX, TLT/ Bonds ... 2000: 2009: Edited 23 hours ago by webmasterWHY so many are still on the SIDELINES of the Gold Share market: 'Big Rally' (in Stock indices) Could Last Until May, Then Markets Turn 'Ugly' | Chris Vermeulen/ He speaks what many seem to think: "I don't want to touch miners until I see a strong Uptrend in Gold, and some strength in the sector, and we are not seeing that now." >30 min >

Little or No TDS! for Mr Ackman: At 3 1/4 hours in, Bill gives a pretty good summary of Trump's Pros and Cons. Including admitting that the Jan6th disruption was certainly not a Insurrection by protesting Trump supporters. But what he misses - perhaps he is unaware, as he was unaware of the damage being caused by DEI, is the degree to which the Jan6th events were engineered, incited and led by the Dems. First of all, Trump's offer and suggestion to use the national guard was ignored by Pelosi, who had a film crew there are ready to film things (a coincidence? sure.) Maybe if Bill starts looking into the Pipe bomb, it will unravel the Truth for him. Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast #413 ===

GLD / GOLD : 6mo: $189 GDX : 6mo: $26.66 GDX.v.UGL >mid'15: oct'17: GDX-$26.66 /UGL-$61.28= 43.5% /TLT-$93.9= 28.4%

GLD -10d: 6mo: $188.62 GLD: 6mo: GDX : 6mo: $26.66 GDX.v.UGL >mid'15: oct'17: GDX-$26.66 /UGL-$61.28= 43.5% /TLT-$93.9= 28.4%

Update: NVDA ($925): $1000 would be a really great target for NVDA - now $925, so 8% higher NVDA ($788) Top could be $1,000+, Topping with SPX ($5089, 15.5%), QQQ ($437, 180%) ( Note; Kevin Wadsworth tagged NVDA as a key stock to watch.) MELT-UP Dead Ahead maybe Big Rally' Could Last Until May, Then Markets Turn 'Ugly' | Chris Vermeulen

CLOSE-up: GLD ($188.62) vs SLV ($20.99), TLT ($93.87)... 2022: Jul.23: Ytd: IWM / Russell-2000 vs. SPX, TLT/ Bonds ... 2000: 2009: UPDATING Gold/ Silver vs. Bonds ===

GLD -10d: 6mo: $188.62 GLD: 6mo: GDX : 6mo: $26.66 GDX.v.UGL >mid'15: oct'17: GDX-$26.66 /UGL-$61.28= 43.5% /TLT-$93.9= 28.4% GDX.v.GLD >mid'15: oct'17: GDX-$26.66 /GLD-$188.6= 14.1% /TLT-$93.9= 28.4%

MOST POSH NEIGHBORHOODS in Philippines I could have guessed many of the Top 10. But it is nice to have it laid out like this... With a RANK ORDER too. top 10 neighhoods in philippines Not surprising to find FORBES PARK as #1. And that Ayala seems to have been the developer for most of these Sub-division / Neighborhoods. Might be too late for most to buy in these areas. What will be the up-and-coming areas?

A near perfect set-up for Gold, a long term Cup&Handle. But the breakout is not confirmed until Gold clear $2,070. After $2,070, Wadsworth sees "Many hundreds of Dollars of price rise" in Gold. Gold shares are also super cheap, but typically outperform fro short periods like a year or so. GDX ($26.66) /Gold stocks, vs. UGL ($61.28) and RGLD ($107); FNV ($108); GLD ($188.62) Time : v.UGL: GLD, pct.: GDX, pct. : GDXJ, pct.: JNUG, pct. : Rgld, Mult.: 02.23: 61.28: 188.6, 3.1x: 26.66, 43.5% 32.32, 53%: 24.05, 39%: 106.8, 1.74x Ye’23: 63.87: 191.2, 3.0x: 31.01, 48.6% 37.91, 59%: 33.89, 53%: 121.0, 1.89x Ye’22: 55.27: 169.6, 3.1x: 28.66, 51.9% 35.65, 65%: 36.17, 65%: 112.7, 2.04x Ye’21: 59.81: 171.0, 2.9x: 32.03, 53.6%: 41.93, 70%: 64.13, 1.07x 105.2 1.76x Ye’20 68.20: 178.4, 2.6x: 36.02, 52.8%: 54.24, 80%: 120.6, 1.77x 106.4 1.56x ==== GDX-etc, since 2020: 26.66/ 61.28= 43.5%

POLE SHIFT, could explain details in the Piri Reis Map A Good Summary of Decades of Odd stories Mysteries Beneath the Ice: The Secrets of Antarctica

Following SHNG and TLT upturns? Time: v.TLT: SHNG, pct: ROCK, pct: MEG, pct: CPG, pct.: 04.25: 87.78: 3.53, 4.0%: 1.44, 1.6%: 1.80, 2.1%: .275, .31%: 02.24: 92.63: 3.72, 4.0%: 1.50, 1.6%: 1.97, 2.1%: .300, .32%: Ye’23: 98.88: 3.67, 3.7%: 1.41, 1.4%: 1.97, 2.0%: .280, .28%: Ye’22: 100.7 : 2.54, 2.5%: 1.40, 1.4%: 2.00,2.0%: .385, .38%: Ye’21: 148.2: 2.61, 1.8%: 1.48, 1.0%: 3.15, 2.1%: .400, .27%: ====

CPG rallying - Last: 0.295 +0.01 CPG. 3yr: 1yr : .295 : P1.85bv: 15.9%: PE: 4.20: 23.8%: Y:4.11%: 17.2%: Div.0061: ex. 09.28 NEWS / "CENTURY PROPERTIES GROUP LISTS P2Bn PREFERRED SHARES" / Financing two new Projects Adheres to prudent financial stewardship and targets sustained growth Property developer Century Properties Group, Inc. (CPG:PM) completed its Php2 billion perpetual, cumulative, non-participating, non-voting, redeemable, non-convertible Series B Preferred Shares ("CPGPB") follow-on offering with the bell-ringing at the Philippine Stock Exchange (PSE) today... "The proceeds of this fundraising will help the company to fortify its commitment to prudent financial management and facilitate sustained expansion efforts," he added. Last month, CPG announced two projects for the first half of 2024 under its Premium In City Line: "The Hotel Residences at Acqua" in Mandaluyong City, offering move-in ready suites, and a mid-rise residential development at Azure North in San Fernando, Pampanga, with the first tower offering 375 units. The development will offer multi-feature water-park amenities, giving a unique and appealing dimension to resort living. CPG has successfully diversified into the First-Home market to serve the unmet housing demand and further strengthen its position in key destinations within the country. PHirst, now fully owned by CPG, is expanding geographically to achieve a nationwide presence with sustainable product delivery. Recently, PHirst successfully launched PHirst Park Homes Bacolod, fueling its expansion in the Visayas region. With plans to open at least 6 new subdivisions this year, PHirst aims to close 2024 with 26 active First-Home developments.

The JAN 6th NARRATIVE IS A LIE - it was a FED-Surrection In reality, if you look at all the evidence, you will see it was staged, engineered and incited ( The Pipe Bombs may be a key thing to overturn the Big LIE by the Dems.) BREAKING: New White House Cover-Up BACKFIRING as truth comes out! The DEMS have used their Insurrection Lie to go after Trump

TRUMP is getting his MESSAGE Across: "Donald Trump Really FLIPPED THIS!" Undecided voters support Trump after town hall: He had 'strength'

DAMAGE DONE by the Biden Regime is unprecedented in American History "This Will Be The Nastiest, Dirtiest, Scariest Election In Our History" - Victor Davis Hanson 00:00 Introduction 00:28 Is the World Order Falling Apart? 04:01 What Has Happened to Provoke the East? 07:47 How Disasterous Has Biden’s Presidency Been? 10:33 The Current State of Our Enemies 12:34 How Stable is Western Dominance? 16:40 Sponsor Message: Magic Spoon 17:57 DEI Disaster in US School Admissions 20:10 Maintaining Western Dominance & Reversing the Damage Done 23:32 Can Victor Vote in Good Conscience? 27:25 What Does the Leader Say About the Place They Lead? 32:52 How the Media Will Handle Trump Now 36:16 Sponsor Message: Dissident Dialogues 37:46 Is There a Way to Vote Ourselves Out of the Nightmare? 43:58 Is Victor Hopeful? 45:02 The Pitfalls of Democracy 48:49 Positive Changes in the Media Landscape 50:03 What's the One Thing We're Not Talking About? Victor Davis Hanson is an American classicist, military historian and political commentator. He has written on modern and ancient warfare and contemporary politics for such publications as The New York Times, Wall Street Journal, National Review, and The Washington Times. He is the author of many books, including, ‘The End of Everything: How Wars Descend into Annihilation.’ Victor’s books: https://www.amazon.com/stores/Victor-... More from Victor: https://linktr.ee/victordavishanson

The Dems have an in-house DEVIL helping them (Marc Elias) The GOP has an in-house DEVIL hurting them (NIkki Haley) Nikki Haley is damaging the republican party. Nikki Haley holding high-dollar fundraisers across the country despite 60-point poll deficit…

TURNING the TABLES on Democrats - Victor Davis Hanson THE LEFT are Demons, and ALL of these Rules should be copied, and applied against them. In order to End their Reign of Insanity, and Terror ( These 20 steps are the Mark Elias playbook. ) : Victor Davis Hanson @VDHanson What the Left Has Bequeathed Us The Left has created new rules for national politics. Here are 20 some precedents they now have established for America in the future: 1) When in control of the Senate, demand the end of the filibuster; when not, don’t. 2) Call for the end of the Electoral College–but only if it appears to recently favor the candidate of the opposition. 3) In an election year, change any state balloting laws deemed unhelpful through administrative fiat or court order to favor your political candidate. 4) Seek to flip electors from voting in accordance with the popular vote count in their states; indict as an insurrectionist any of the opposition who dare do the same. 5) Raid the home of any opposition ex-president who removed classified files; exempt any sitting president of your party who did the same. 6) Swarm the private homes of, and then bully and intimidate any, Supreme Court officials, politicians, or citizens you oppose. 7) Appoint two special counsels: one to go after the current chief presidential opponent in an election year; the other to exempt and excuse the sitting president for the very crimes charged against his rival. 8 / Lobby to remove any oppositional president through the 25th Amendment; smear any one as ageist who suggests a cognitively challenged sitting resident of your party should be subject to similar invocations of the 25th Amendment. 9) Exempt thousands of arrested rioters from charges of 120 days of arson, looting, injuring 1,500 law enforcement officers, and assault—but only if they are radical supporters of your party. 10) Excuse any demonstrator or rioter for desecrating public monuments and cemeteries or shutting down bridges and freeways, or swarming and disrupting the Capitol Rotunda—but only if they agree with you and/or are pro-Hamas. Otherwise, ensure the charged face lengthy prison sentences. 11) Try to pack the Supreme Court—but only if justices you don’t like are in a majority. 12) Seek in an election year to remove a presidential opponent off state ballots for crimes for which he has never been charged, much less convicted of. 13) First target a presidential opponent, and then change, warp, or redefine laws to convict him. Weaponized prosecutors should always indict their political opponents in jurisdictions where they are guaranteed like-minded justices and jury pools. 14) Violate the Eighth Amendment of the Constitution (the prohibition of “excessive fines”) by having sympathetic judges level multimillion-dollar fines to bankrupt the opposition candidate during a presidential campaign. The more there is no victim of a crime, the higher fines should be leveled for “damages”. 15) Open the border by destroying all the protocols and executive orders of a predecessor president. Then welcome 8-million illegal aliens to “surge” into America on the premise a new constituency might support agendas that American citizens do not. Then call the nonexistent border “secure,” while blaming a predecessor president for having left it secure. 16) Have local prosecutors invent criminal acts of an opposition national presidential candidate in efforts to make it impossible for him to campaign for the presidency. 17) Use the FBI to hire out social media auditors to censor any news deemed problematic for the correct presidential candidate. 18) Hire a foreign national to concoct a smear dossier about one’s opposition political nominee. Ensure the FBI also uses and pays the foreign national to spread untruths among the media and administrative state. 19) On the eve of any major national or midterm election, ensure a president drains the Strategic Petroleum Reserve to lower gasoline prices. 20) On the eve of any major national or midterm election, ensure a president promises to cancel billions of dollars in contracted federal student loans. > source: 1:32 AM · Feb 22, 2024 · 678K Views

Rockwell is beginning to sign real signs of Life - reminds me of SHNG a year or so ago ROCK at P1.48, has PER of 3.21, Yield of 5.08%. Ye'22 BV: 4.16, price was just 35.8%. SHNG: 4.49 (9/23) Their last Dividend announcement was July 28, 2023, and said: "Ex-Date: Aug 17, 2023 .... Regular Amount of Cash Dividend Per Share: Php 0.0752 per share to all common shareholders Record Date: Aug 23, 2023 Payment Date: Sep 18, 2023 Source of Dividend Payment: 20% previous year's net income after tax of 2,302M. '22 EPS : 0.38A x 20% = 0.076 (0.0752 A) : /1.49= 5.05% '23 EPS : 0.50E x 20% = 0.10E, chg. +33%. / vs Current P1.48 price: 6.76% "Reminds me of Shang" - UPDATED SHNG div: 0.29 /3.45= 8.40% ROCK-v-SHNG : 04.12.24: 1.48/3.45 = 40.3%/ ROCK rally to P2.50, would be +67.8% 03.07.24: 1.49/3.70 = 40.3%/ ROCK rally to P2.50, would be +67.8%

MAXS is still bouncing. Last: P 3.37. PER: 5.20. Yield: 5.27% , BV: ??

MUX TESTING $6-6.10 - BOT $5 C

Last, near $52,000. Resistance at $53.5k? > source: https://www.kitco.com/news/article/2024-02-14/fomo-frenzy-grips-crypto-bitcoins-market-cap-surpasses-1-trillion-price BTC, Last: $52k

GOLD CFTC data supports Rally potential : Highest Price yet, for good set-up GLD/ Gold. Fri. 2.17.24: Last: $186.34 = $2,015 (10.81x) GOLD % corrections, getting smaller and smaller : 03.08.22: $193.30 > 11.03.22: $150.57: $43, -22.1% 05.04.23: $191.36 > 10.05.23: $168.30: $23, -12.0% 12.28.23: $192.89 > 02.13.24: $183.78: $ 9., - 4.7% ======