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jerpy

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Everything posted by jerpy

  1. Yes I’m finding GCM somewhat tedious of late in its ascent on $6, only to fall back. It’s somewhat tarnished it’s shining star for me. Has the feel like a reward has been given, yet it doesn’t feel like one, if that makes sense. Bad sense of entitlement? no don’t think so, just disappointed with the level of reward due to others being given preferential terms as you say.
  2. I’m out today at close to 1.03 which is good enough for now, will sit back and assess now.
  3. I’m well pleased as boldly topped up at low of dip, just thought resource upgrade would reignite it. Another strong session today, up 9c breeching $1 a few times, before a strong close at $1.02
  4. Should I be surprised, should I have smelt this coming, should I have sold when it touched $6. Ho hum.
  5. Dumped all 4 now, Concho being the last. 2 marginally up, 2 marginally down; did I give oil enough t8me? Don’t know, but just didn’t take the chance.
  6. Understandable, I kind of got lucky and only spotted it because somebody I conversed with a fair amount, had been flagging its virtues but noted it was noted it was being hammered due to a forced seller (Bashirov); effectively I’d bookmarked it as a turnaround situation waiting to happen. Finally convinced he was out, I actually piled in a the rock bottom and held and held and held because I believed AAZ was strongly undervalued and had immense potential, with director actions rarely aligned to other shareholders and lots of skin in the game. So that my all time No1. No.2 favourite on reflection has to be Goro. As frizzers got me hooked around the time I signed up to GEI and it was a rare goldie that delivered and paid dividends; the first gold producer that kind of made me think about miners rather than the metal itself, stopped me being a p.m physical bug, changed my p.m trading mindset. No.3 is relatively new but has to be GCM currently, because I’ve largely enjoyed the journey and flipping weighting’s most of last year between that and Wallbridge(close 3rd but still 4th - probably because I now don’t hold) those 2 were great rides and I think Roxg in time will be, but right now Gran Colombia has churned most profit trading and holding. So it gets my 3rd favourite pick.
  7. Nice new presentation out. Still keep dithering whether to stick or twist; think I have that $6 ingrained in my thoughts ha LINK : http://s21.q4cdn.com/834539576/files/Presentation-January-2020.pdf
  8. I’ve always enjoyed reading your trading thoughts, (occasionally I read other sections but I’m generally indifferent to politicians and such debates, life’s too short to pick arguments), your boards have been a constant source for me to do my own research. Even older threads that don’t really take off are a source of inspiration. Over the new year, I was looking for Aussie picks and used an old thread as a filter. You’ve had people pick fights over time, me personally, I think that you nail your colours, shows good character and they generally stand up extremely well against plenty of paid charlatan’s I’m sure. Long may you continue, it’s a generous website you offer.
  9. Missed this thread and so missed DNG 😕, I think you know my favourite by now......AAZ of course! I’ll go away and contemplate an answer on the others, as do I pick the ones that made me the most profit or the ones I just enjoyed holding, good management, relatively risk free picks etc 🤔 hmm; I’ll be back.
  10. Sure. You have been in great form Dr B and I always say anyone who claims to have 100% winners is a liar, nobody is that good or perfect. BUT there have some consistent winning picks or themes to explore, research or look for similar flagged up. ===== (following was added by DrBubb) ===== ... : Chan-GE : MP : PP : Charts2 : Acore : Fringe : : : : 3d : ag : au : 10d-Gvs.UK : >News : DrRp : AJo : Fox : WRH : Arc : RenA : Rvd : FxN :  BTC all data: 8yr: 4yr: 3yr: 12mo: 6mo 1mo 10d: 10d 5d / SLV-lv =====
  11. Quite. Just need a crystal ball or pin to pick out the true winners in the junior sector ha. Does make sense though.
  12. Yeah, I didn’t waiver, honest lol Resource upgrade end of the month to look forward to, that should do the trick now.
  13. I’m still a bit baffled why Sprott was needed so cheaply, but I suppose it’s easier to ask with strong gold in hindsight?
  14. They look mighty fine numbers today, surprised only a modest reaction so far.
  15. Bit of an ouch! I’m only guessing, but seems it’s being sold off on people’s interpretations of lower production numbers for the next 3 years? Yet the mine life is being maintained and it’s over looking the Seguela project i.m.o
  16. Ugaz interesting but I don’t understand what would be the driver for reversing the relationship with Natgas, other than its at an extreme in relationships?
  17. Stunning performance on SLV calls sir, I doff my cap to you.
  18. This post interested me at the time, and put them in a watchlist with Callon. So when Trump took action against Iran, decided to buy all 4. I’m still unsure on Oil but it seemed a reasonable way of playing any upside.
  19. Like his humility on losers, will now look further at IMV inc, it’s not the type of stock I own, as “medical” stocks are generally so jam tomorrow.
  20. Fair enough, I’m just looking around at Silver plays in general; hopefully you will be well rewarded 🙂
  21. Don't think this one has been posted up before so here's the brief introduction to Silver Mines Limited "The Company has recently purchased the Bowdens Silver Project located near Mudgee in New South Wales. The Project holds substantial resources as the largest undeveloped silver project in Australia and one of the largest globally". https://www.silvermines.com.au/about/ Currently trades at $0.11c
  22. Hi Hector, No position here but was reading this on stockhouse earlier, just thought the comment on Fresnillo perhaps sums up their woes relative to other silver producers? https://stockhouse.com/opinion/independent-reports/2019/12/13/silverbugs-is-it-time-for-silver-stocks-to-blast-higher 50% drop off in grades is bound to buck sentiment, question is what will reverse fortunes?
  23. Had to do some digging but found the inspiration for my question (about 13 minutes in Bob explains the rationale for Platinum).
  24. Think it was Bob Moriarty that was tipping Platinum a little while ago for 2020. At the time there hadn’t been much of a rise, do you have any thoughts on Platinum going in to 2020 Dr Bubb?
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