Jump to content

webmaster

Root Admin
  • Posts

    1,049
  • Joined

  • Last visited

Everything posted by webmaster

  1. 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% ====== HK Gold / HK2840: Last: HK$1,462 +2
  2. MEG (1.96) vs.MReit (13.52,14.5%) /TLT(92.76=2.11%); BV: P7.21, 9/'23, 27% ELI, etc: last 0.130, /MEG (1.96)= 6.63%; BV: P1.91, Ye'22, 6.8%
  3. AGI to-MEG: AGI (9.69) /MEG (1.80)= 5.38x; AGI-to-JFC (232)= 4.18%. MReit: 13.06, 135%, at 4.24 3.17.24: AGI (9.80) / MEG (1.92)= 5.10x; AGI-to-JFC (264)= 3.71%. MReit: 13.50, 138% MEG-jfc: 1.79 /AGI-9.68 =18.5%, MAX: 3.07, 32.0%, AllDy: 0.127, 1.31% AGI / P9.71 vs.MEG (1.73, 17.8%): MReit (13.1, 135%); JFC (P220, 22.7x) at 4.18.24 2/19: /10.86, (1.96, 18.0%) MReit (13.5, 124%); JFC (P259, 23.8x) AGI has 69.7% of MEG, which has about 31.5B sh.OS : Year= AGI , Bk.V. : JFC , Ratio: MCD, Ratio: MEG, Ratio. A-shs: A,MCp, M,MCp. % Ye’19: 11.66: 18.26: 216.0, 18.5x 198.0, 17.0x 4.01, 34.3%: 9.82B: 105.B, 125.B, 119% Ye’20: 10.60: 18.88: 195.2, 18.4x 214.6, 20.2x 4.08, 38.5%: 9.71B: 95.1B, 127.B, 134% Ye’21 : 11.80: 22.15: 216.4, 18.3x 268.1, 22.7x 3.15, 20.0%: 9.47B: 106.B, 98.2B, 93% Ye’22: 11.90: 25.24: 230.0, 19.3x 292.0, 24.5x 2.00, 16.8%: 9.14B: 107.B, 62.4B, 58% Ye’23: 11.28: 28.27: 251.4, 22.3x 296.5, 26.3x 1.97, 17.5%: 9.00B: 102.B, 62.1B, 61% 02.19: 10.86: 28.27: 259.0, 23.8x 292.0, 26.9x 1.96, 18.0%: 8.98B: 97.5B. 61.7B, 63% ==== AGI owns 69.7% of MEG (61.7B) x70%= 43.2B, is 44% of AGI’s MktCap
  4. AGI / Alliance Global - Last: 10.86 -0.53, -5.07%, range: 9.54-14.28; BV:P28.3 Compare: ==== : AGI , Bk.V. : JFC , Ratio: MCD, Ratio: MEG, Ratio. A-shs: A,MCp, M,MCp. % MEG, about 31.5B sh.OS Ye’19: 11.66: 18.26: 216.0, 18.5x 198.0, 17.0x 4.01, 34.3%: 9.82B: 105.B, 125.B, 119% Ye’20: 10.60: 18.88: 195.2, 18.4x 214.6, 20.2x 4.08, 38.5%: 9.71B: 95.1B, 127.B, 134% Ye’21: 11.80: 22.15: 216.4, 18.3x 268.1, 22.7x 3.15, 20.0%: 9.47B: 106.B, 98.2B, 93% Ye’22: 11.90: 25.24: 230.0, 19.3x 292.0, 24.5x 2.00, 16.8%: 9.14B: 107.B, 62.4B, 58% Ye’23: 11.28: 28.27: 251.4, 22.3x 296.5, 26.3x 1.97, 17.5%: 9.00B: 102.B, 62.1B, 61% 02.19: 10.86: 28.27: 259.0, 23.8x 292.0, 26.9x 1.96, 18.0%: 8.98B: 97.5B. 61.7B, 63% ==== AGI owns 69.7% of MEG (61.7B) x70%= 43.2B, is 44% of AGI’s MktCap
  5. Possible BTC topping area: near $53,000, identified Feb.19th
  6. Needed TRUTH: Jan 6 "Pipe Bomb" Truth with Darren Beattie > https://rumble.com/v4dn5cu-jan-6-pipe-bomb-truth-with-darren-beattie.html
  7. SPY-vs-HSI: 499.51, 16,340=3.06% (1% @2/'19), Psei-6873, UKX-7712 2/15/19: 277.37 / 27,901 = 0.99% RATIO
  8. Updating above - Possible HIGH in place? BTC: 52,190.00 +$185. recent H: $52,855: RIOT : $16.45 -0.08, recent H: $18+ HIVE : $4.41 -0.06, recent H: $4.58 == Headline sounds Negative: Bitcoin stalls below $52k, analyst predicts 20-40% correction The crypto market showed signs of exhaustion in trading on Friday as Bitcoin (BTC) bulls lacked the momentum to muster a breakout above $53,000. At the same time, sticky inflation had investors across financial markets reevaluating their plans moving forward now that it looks like the Fed may not cut interest rates until June at the earliest. “I don't understand why people are surprised that PPI and CPI came in hotter than expected. Inflation has been running hot for the past few months,” ===
  9. BE CAREFUL. Don't ignore Book Values Sym: Last: 9/19: chg.: Bk.Vl: %BV: PER: RCI : 0.59: 1.67: -69%: 3.78: 16.%: 2.45 ATN : .385: 1.25: -65%: 0.38: 101%: n/a TBGI: .127: 0.36: -65%: .1553: 82.%: 136 ===
  10. LOOKING BACK from Feb.2024 3A's favored Three : TBGI, RCI, ATN ... AMAZING isn't it! After 5 years, RCI, ATN, and TBGI, all wound up in virtually the Same place! Will they all breakout now, following RCI higher. Could be. But be careful betting on that. RCI has the best Valuation argument THEN / P 0.36, 1.67, 1.25 @ 9.5.2019 NOW / P 0.127. 0.59, 0.385 @ 2.18.2024 chg. : -65%, -65%. -69% Believe me, if my 3A Friend had been wildly successful, I would have reported it with great enthusiasm. Maybe he would say, “It is too long a period,” but people can just scroll back and look at the progression. Trading is a touch game, and we should not minimize the challenge. Or exaggerate our own successes. Since humility in the face of the challenge is a useful ally and tool. (As the market itself is fond of reminding me.)
  11. HIGHER on NEWS of Hotel Listing Progress / DD Last: P8.79 +0.07, o: 8.73, dL: 8.65, dH: 9.19, /DDmpr: 1.20 = 7.33x (yrL's: 6.60 / 1.15= 5.74x) DoubleDragon Properties Corp. : UNIFORMITY as a Competitive Advantage, thru lower Costs DoubleDragon Hotel101 secures the ticker Symbol "HBNB" - 1 The SPAC listing will enable DoubleDragon's hotel subsidiary to not only increase its Equity capital base but will also make Hotel101 become more relevant overseas and the step would at the same time further strengthen DoubleDragon's consolidated balance sheet Hotel101 is poised to become the most tech-advanced hotel company given its mid-end market typical rooms can optimize the use of technology since the rooms are all the same DoubleDragon's subsidiary Hotel101 Global Pte Ltd has officially reserved the Nasdaq stock exchange ticker symbol "HBNB". This step is in line towards Hotel101 Global's previously announced SPAC listing preparations and given the latest progress, Hotel101 Global expects to sign with its chosen SPAC sponsor the Definitive SPAC Business Combination Merger Agreement by next month in March 2024, to be followed by the official filing of its prospectus subject to the US regulatory approvals. DoubleDragon expects Hotel101 Global to very soon become the very first Filipino company to list via SPAC in the US Nasdaq Stock Exchange, and seen to become one of the major brands, concept and business model export of the Philippines, given its Asset-Light business model could become one of the major sources of US Dollar inflow to the Philippines from 2025 onwards. WHY THE TICKER SYMBOL "HBNB" for Hotel101 Global? If one studies closely the novel and unique Hotel101 concept simultaneously from a deeper detailed view, its Asset-Light and highly portable business model is exportable to over 100 countries globally, of which the network effect of the brand is expected to be further elevated which should positively benefit all the stakeholders within its ecosystem. Moreover, as far as we know, the Hotel101 unique concept has never been done in any part of the world before, more so in multiple countries worldwide. ( AVOIDING AIRBNB ISSUES ) It's worth noting too that unlike the other existing short-term apartment rental websites and Apps that have no consistency and have been recently disallowed in major cities because it is observed to cause security issues and friction with other residents living in the same building using their apartments as their main family residence. The Hotel101 concept while it is similar to the Short Term Rental platforms that its inventory is owned by third party unitowners, it does not cause these issues and it also does not cause a reduction of existing inventory of apartments as Hotel101 being uniform typical 21 square meter units across its ecosystem are always new builds. In a nutshell Hotel101 is a Uniform and Consistent BNB, or a Branded Uniform Bite-Size Hotel Investment, as far as we know it's the first and only in the world. The global patent application has been filed. Hotel101 is also poised to be known as the most tech-advanced hotel company since its mid-end market typical rooms can optimize the use of technology since the rooms are all the same. The Hotel101 concept and business model of having standardized 21 square meter hotel rooms with 1 type of Room globally in multiple countries backed with titled strata or condominium title that can be enrolled to the Hotel101 App as its core as far as we know does not exist yet anywhere in the world. Unbeatable efficiency comes from having around 5x the usual size of other branded 3-star hotel chain, as Hotel101 on average has 500 rooms per site, and efficiency brought about by having literally only 1 type of room. The latest Hotel101 typical room now comes with prefabricated toilets, and standardized flat pack furniture and a single type of bulb within the whole building. A customer literally knows what to expect wherever they may be. Hotel101 is efficient to build, efficient to maintain, efficient to operate. A formula that is expected to naturally result in room rates up to 30% cheaper versus any other hotel chain in its category in any specific country. ... no branded chain today has over 100,000 of 1 type of room globally just like how it is now in buying a burger in a global burger chain, or getting a typical economy seat in any budget airline. Hotel101 has literally 1 type of room, all the same sizes, all the same fit out, all the same bulb, door knob, the same bed size, and in an Asset-Light structure as all rooms are individually titled condominium units with fragmented ownership... ( TWO BITES of EACH CHERRY - L.T. Fungible & cheap Rooms to rent ) Hotel101 adopts dynamic pricing on its room rates similar to airline tickets where its room price moves up and down depending on the real time supply and demand on the chosen date of booking. The Asset Light Hotel101 concept allows DoubleDragon to generate revenue and income twice, first from the pre-selling of the units, then second after the project is constructed it generates long term recurring revenue from hotel operations The Hotel101 App's new version coming up soon will have self-check in capability, and since it has only 1 type of inventory in the App, it is very easy to use as there are no other types of rooms to choose from. The efficiency that results from these are expected to bring unmatched value and efficiency to Hotel101 customers. The Hotel101 concept is positioned as a better alternative to people who buy titled apartment condo real estate units with the intention to lease out or enroll the asset in Short Term Rental App platforms for passive income with the intention to preserve the long-term asset value of the titled apartment unit that they could eventually pass on as inheritance to their children or grandchildren. "The opportunity that we see globally in the hospitality space is that of standardization because we believe it brings unbeatable efficiency, especially for the mid-end segment. Take for example the budget airline industry – essentially all budget airlines sell one product across the whole industry and that product is the economy seat, " said DoubleDragon Chairman Edgar Injap Sia II ...same no matter where you go – yes, the price changes as costs vary from country to country, but the burger doesn't change," said Hotel101 CEO...
  12. Some GOOD NEWS: Barrick Q4 earnings beat estimates, announces $1 billion buy-back program (Kitco News) - Higher gold prices in the final months of 2023 helped the world’s largest gold producer top fourth-quarter earning estimates.Wednesday, ahead of the North American trading session, Barrick Gold reported adjusted net earnings of $466 million or $0.27 per share for the fourth quarter of 2023. The company’s earnings handily beat analyst estimates of $0.21 per share.Adjusted net years for the full year totaled $1.467 billion, up from $1.326 billion reported in 2022. Feb 14, 2024 - 8:26 AM > https://www.kitco.com/news/article/2024-02-14/barrick-q4-earnings-beat-estimates-announces-1-billion-buy-back-program
  13. I suggested a TOP is coming... on 02.04.24 This happened... 10d: IWM
  14. GLD: 187.11 -0.49 1 day later - Big Drop: POST: For GLD, the "early c" bottom scenario - see several posts earlier - has been shattered, and the "later c" now clarifies to be targeting about $184. Hope it comes in higher, since that would be $184 x10.8?= maybe: $1987. Current gold price is $1994.6 with day low of $1990. Current GLD is $184.79. That's a target, and of course, I cannot rule out Gold going even lower. 10d: Possible $184 target = $1987? - Getting Tested? KEY LEVEL ! Breakout from here would be a Big Deal
  15. Massie Presses Jan. 6 Committee Chair Bennie Thompson About Pipe Bombs On January 6 ===
  16. ELI CRANE: How I know, it was NOT AN INSURRECTION You Don't Have The B---s To Write The Truth': Eli Crane Straight-Up Insults Reporters
  17. BTC : 47,810.00 RIOT: - Updating... Feb. 9th, RIOT: $14.55, +$1.50, +11.5% compare: Jan/ 11th. (Riot: H: $16.64, closed that Day at: $13.09) HIVE: ... Feb. 9th, $3.61, +$0.19, +5.56%
  18. Set for another Breakout attempt? As ARIS rises above C$4 again ARIS.to / Aris Mining, C$4.09 +0.37, +9.95% , vol. 317k Seems like some Overhang got removed the previous day... RE:RE:A million shares dumped at close? "From what I can see it looks like the SILJ ETF Fund rebalanced and dumped about a million Aris shares near the close of the day! " (Move in C$ price was bigger, because it got hammered prev. day on close): ARMN / Aris Mining, 3.04.24: $2.95 +0.02, +0.68% , vol. 156k /$66.07 +2.04= 4.46% 1.30.24: $3.07 +0.11, +3.72% , vol. 338k /$61.65 +0.19= 4.98%
  19. 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) ELI (P0.129 +0.006, +4.88%) / MEG (1.98) = 6.52%
  20. Gold stocks are lagging UGL (2x Gold). I has been hard to rise, when TLT/ Bonds are weak GDX (28.36) vs. UGL (61.46): Ratio-46.14% GDX-UGL, tlt ($94.86)
  21. Belle Corp. Results for the Third Qtr Ended Sep. 30, 2023, Reported: Oct. 26, 2023 = : 2022 : 2023 / Plc’22: Plc’23: 80%P: CofD Rv. 4.27B: 4.30B/ 1.80B: 2.30B: 1.84B / 1.80B: Sales 9m 3.36B: 3.80B/ Q3 2.35B: 1.22B/ Earns 9m 1.36B: 1.53B / 1.22B: 1.92B: 1.54B / %S 40% 40% 68% 83% 6m .400B: 1.03B/ Q3 .947B: .499B/ %S 40% 41% ===> source: https://www.marketscreener.com/quote/stock/BELLE-CORPORATION-6496977/ Belle Corporation reported earnings results for the third quarter and nine months ended September 30, 2023. For the third quarter, the company reported sales was PHP 1,218.05 million compared to PHP 2,352.01 million a year ago. Revenue was PHP 1,373.5 million compared to PHP 2,965.97 million a year ago. Net income was PHP 498.97 million compared to PHP 947.14 million a year ago. For the nine months, sales was PHP 3,802.84 million compared to PHP 3,364.8 million a year ago. Revenue was PHP 4,302.89 million compared to PHP 4,271.32 million a year ago. Net income was PHP 1,534.32 million compared to PHP 1,361.32 million a year ago.
  22. PLC is doing well in 2024, after good earnings reported in Nov. 2023 ( BEL owns 24.9/31.2B, 79.8%. Each BEL sh. is backed by 2.57 PLC shares.. 24.9/9.7= 2.57 ) PLC: 9m-EPS: 0.061, p.a: 0.081. P0.71/0.081= PER:8.76. '23 Div: 0.05 BEL : P1.18 : 7.10 PE. Div. 0.06, Yield: 5.08%/ Note: PLC div. 0.05 x2.57= 0.1285 per BEL sh. 10d: Ytd: MktCap: 31.2B x0.71= P22.15B x 79.8% owned= 17.68B/ 9.7B sh. BEL=P1.82/sh. vs Mkt: 1.18 (154%, just PLC) PLC improves nine months 2023 net income, revenues 2023-11-03 PLC recognized consolidated revenues of Php2,300.1 million for the nine months ended September 30, 2023, increasing by Php495.3 million or +27% from the same period last year. The improvement in PLC’s revenues is mainly brought about by better and more robust economic environment in 2023. As of September 30, 2023, PLC’s subsidiary, Premium Leisure and Amusement, Inc. (PLAI), which earns gaming revenue share from the City of Dreams Manila (CODM), showed significant increase in revenue, which grew by Php351.0 million (24%) to Php1,797.7 million for the 2023 period from Php1,446.7 million for the 2022 period because of the improvement in the CODM mass and VIP segment casino operations, due to software upgrade and additional gaming machines in 2023. Cost and expenses increased from Php673.4 million as of September 30, 2022 to Php698.3 million as of September 30, 2023 mainly due to the higher variable costs that move in line with the improved operational results for the period. Other income pertains to interest income earned from investment and money market placements. The increase of Php290.0 million (263%) is mainly from realized gain on the redemption and sale of its financial asset coupled with increase in market interest rates which resulted to better returns on investments. PLC recognized Php1,917.1 million net income for the nine months ended September 30, 2023 (P 1,917M /31.2B =0.061 per sh.) which is Php697.3 million (57%) higher than the net income of Php1,219.8 million that was recognized in 2022. Operating EBITDA (proxy for cash flow) for the period is at Php1,783.8 million showing an improvement of Php441.0 million (33%) from the reported EBITDA of Php1,342.8 million as of September 30, 2022.
  23. DDMPR: (P1.22) to DD (7.90) = 15.4% /TLT ($93.78): 8.42%: w/MM (1.04) @1.26.24 12.18 : (P1.22) to DD (7.46) = 16.4% /TLT ($99.15): 7.52%: w/MM (1.02) Weirdly, DDMPR correlates with price moves in MM
  24. He had unique access to J6 Videos Role of Feds and Police on Jan6th: Instigation, incitement, and entrapment. The WRONG people are in Jail. J6: The TRUTH finally revealed
×
×
  • Create New...