jerpy

You were kind of right on LRA Dr B, it did spike a little.

Do you think the move has now passed, still hold or cashed in?

On 1/29/2020 at 8:59 AM, drbubb said:

I think the price will bounce back.

However, the dilution is not welcome... Nor is the way this was handled, disadvantaging individual investors*

And my broker tried hard to get a piece of that placement, and it was denied to me.

I am NOT HAPPY about that, and have complained to their Investor Relations people. and may send additional emails

=====

* One rule for Sprott & a handful of institutions (who get "the goodies"),

and a different rule for everyone else

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.

I’m out today at close to 1.03 which is good enough for now, will sit back and assess now.

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

Should I be surprised, should I have smelt this coming, should I have sold when it touched $6.

Ho hum.

On 1/7/2020 at 8:59 PM, jerpy said:

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.

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.

On 1/18/2020 at 9:27 AM, drbubb said:

Yes, AAZ has been a real gem, for sure.

I missed it possibly because it is traded in London, rather than North America

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.

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 hours ago, drbubb said:

GEI is CRUSHING IT with some real consistency!

 

I think if this was a paid service, we would have many very happy subscribers.  

(Please point me to a better FREE service!  Honestly, haha)

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.

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.

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

=====

On 1/10/2020 at 2:39 PM, drbubb said:

interesting read

https://www.mining.com/web/will-2020-be-junior-minings-year/

Quite.

Just need a crystal ball or pin to pick out the true winners in the junior sector ha. Does make sense though.

Yeah, I didn’t waiver, honest lol

Resource upgrade end of the month to look forward to, that should do the trick now.

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?

On 1/3/2020 at 9:35 AM, hector said:

Offloaded another tranche at 656. Will like to run the rest if possible as those were acquired quite cheaply.

Nice going there

They look mighty fine numbers today, surprised only a modest reaction so far.

4 hours ago, drbubb said:

Down 9 cents on Report - which sounds upbeat on first reading...

Roxgold ACHIEVES RECORD ANNUAL AND Q4 PRODUCTION AND PROVIDES THREE YEAR OPERATIONAL OUTLOOK

 

 

Toronto, Ontario – January 14, 2020 – Roxgold Inc. (“Roxgold” or “the Company”) (TSX: ROXG) (OTC: ROGFF) is pleased to announce its preliminary production results for the fourth quarter and full year of 2019. The Company also announces its three-year production and operating guidance for its Yaramoko Gold Project, located in western Burkina Faso. All amounts are in U.S. dollars unless otherwise indicated.

 

2019 Highlights

Operations

• Strong safety record maintained with no lost time injuries recorded in 2019
• Record quarterly gold production of 41,162 ounces
• Record quarterly plant throughput of 131,439 tonnes exceeding nameplate capacity by 30%

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

On 1/7/2020 at 11:18 AM, drbubb said:

NATGAS near at/near an Extreme??

Extreme Ratio (3.3%) to WTI Crude? - But how to play it, if you cannot Buy calls on natgas?

NATGAS etfs ... update: 3yr: 2yr: 1yr: 10d / UGAS: $69.75, vol.4.05M, UNG: $16.59, vol.4.68M, NGAS.L: $0.0205, vol.47.7M

Symbol: XX : Last $: change: %chg. : Volume: $Value :
UGAZ - : 3X : $ 69.75: + 2.70 : +4.03%: 4.05 M:  $282.M:
UNG — : 1X : $ 16.59: + 0.20 : +1.22%:  4.68 M : $77.6 M: options trade
BOIL — : 2? : $   8.28 : + 0.32 : +4.02%:  867. K : $7.18 M:
NGAS.L: 1X : $ .0205: +.0001: +0.25 %: 47.7M : $.978 M:

=======

 

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?

Stunning performance on SLV calls sir, I doff my cap to you.

On 12/22/2019 at 8:26 AM, drbubb said:

TAX LOSS _ Energy Related stocks....

(from : These 10 S&P 500 stocks were lousy in 2019, but they could return 40% or more in 2020 )

EXCERPT

Sym./ Company ————  : Tot.R, Buys, Neut, Sells, 12/17: Yr’s.Low. Target : Pot’l : Off Low
CXO / Concho Resources: - 21%,  79%,  18%,   3%, $81.12 : $61.37: 100.79 : 24% : +32.2%
COG / Cabot Oil Gas Cp.  : - 23%,  63%,  30%,   7%, $16.85 : $00.00: $21.83 : 30% : +2.35%
XEC / Climax Energy Co.  : - 17%,  62%,  38%,   0%, $50.66 : $00.00: $63.73 : 26% : +0.27%

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.

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.

32 minutes ago, hector said:

FRES pays a dividend and they are constructing a new mine at Juanicipio with MAG. So a safe play here, already in slight profit.

Fair enough, I’m just looking around at Silver plays in general; hopefully you will be well rewarded 🙂

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

On 12/20/2019 at 5:14 PM, hector said:

May have stayed down while FRES officially falls out of FTSE100 today. Looking for UK miners to outperform US miners over next few weeks.

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?

Had to do some digging but found the inspiration for my question (about 13 minutes in Bob explains the rationale for Platinum).