jerpy
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Posts posted by jerpy
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12 hours ago, drbubb said:
Actual Return on Notional Starting point of OIH: 43.2%
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May not be so easy next time
Trump wanted low oil prices into the election, and arm-twisted the Saudis.
And the selloff got pushed further by weak SPX and year end factors.
A bit of luck there... and some luck in spotting it too
Very modest Dr B, sometimes you make your own luck? It was a good spot and the Trump twist possiblymight have been read by some others in the market.
Having made a profit on MDR myself, a little too soon maybe, I just had belief you had found something too, I only picked one out though. Now interested to see if it dips, not to trade, just interested where it settles down.
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54 minutes ago, hector said:
I lent a hand to this today by buying half of my intended position. If it drops more I will acquire the other half.
I’m waiting a bit longer but getting twitchy to jump back in.
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Really surprised at MDR (and all your OIH portfolio), having bought at an average 7.28, set myself a mental target price of $8.50 and for me I was quite disciplined selling at that level.
Truth is, my decision was more I didn’t expect it to keep galloping on so quickly. Not being greedy it was a good start for my trading year, so happy with the profit; still surprised though.
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On 1/17/2019 at 4:21 PM, drbubb said:
MUX has been disappointing... with the share price under-performing peers recently
MUX / McEwen Mining ... 5-yr :
Took the hit on this one last week before news release, which despite looking better, doesn’t seemed to have inspired the market.
Is it the high short position that is controlling this?
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18 hours ago, drbubb said:
I am pleased, of course.
Like other people in a situation like this, I wish I had bought more - haha/
So far, I have only done minor selling, but somewhere near $4.00 or so, I might let bigger chunks go
GCM.t ... long chart :
Not the only one pleased and wishing he’d bought more.
Great call though, can please not cause a slump at $4 😊
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4 hours ago, drbubb said:
It has been a good start to the year for some stocks I own and have mentioned prominently
Meanwhile, MUX would be in the Rats portfolio, ...and may stay there
You are on a roll Dr B. I’d had a nibble of MDR and it’s paid off nicely. It was a bit random, gut instinct to go with them out of all your drillers but I got in near the end on Thursday’s leg up. To be honest I was a little concerned I’d got in on a wave that would ebb away, but no it’s kept rising.
My only slight conundrum is MUX being so unloved. Are the shorts in control there?
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16 minutes ago, drbubb said:
Gran Columbia Gold shows textbook breakout... with rising volume
(here's hoping, it will be followed by other miners)
GCM vs- MUX, CCO ... update : 3.18 +0.23: +7.80%, $2.59 UNCH, $15.23 -1.49%
Can’t believe my luck here, seems I got in just about right. Added yesterday too.
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1 hour ago, drbubb said:
I must be doing something right here, if GCM was up 39% - for approx the 4th best performance among Junior Gold producers
And this is my LARGEST single position/
You can look back to the end of 2017, and see what I was saying then:
"REVISED: Gran Columbia / GCM.t thread Header
- brought OP / header of the thread Up to Date - since price leap upwards is possible in 2018"
THAT was Jan. 17th
Ha, ha. Sometimes people take some time convincing but you were undoubtedly right!
You were probably of the same opinion and conviction in terms of weighting, I was on AAZ, there’s a lot more to run on both I feel.
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1 hour ago, drbubb said:
According to Kitco...
> more: https://www.kitco.com/news/2018-12-28/Top-Mining-Gainers-and-Decliners-in-2018.html
About what about this one, with 200,000 oz+ production?:
Symbol/Mining stock---- : 12/20/17: 12/21/18: change
GCM.t / Gran Columbia-- : C $1.87 : C $2.73 : + 46.0% x 48.2M shs: C$131.6M
TPRFF / Gran Col.in US$ : $ 1.46 : $ 2.03 : + 39.0% x 48.2M shs: $ 97.8M
GDXJ / JuniorGoldMiners: $32.72 : $28.94 : - 11.6%You definitely got my attention Dr B.
Excuse the aside, if you do look at the wider article, no surprise to see Largo up top given the performance of Bushveld LSE.BMN on AIM (or vice versa), clearly whilst Lithium went out of fashion, Vanadium was very much in.
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Thanks for the feedback Dr B
High on my watch list having sold off but will sit on hands awhile longer.
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I’ve had a few small batches on pullbacks,, I’ll not go overboard here, but you have another small convert.
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Take your pick? Same result, this story is only just unfolding.
Dr Bubb's chart
My charts
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Horrid year, that really bought home the lack of water causes issues.
Never before in the U.K have I struggled with such a poor “harvest”; everything I grew was smaller and yielded less, all down to the lack of rainfall.
Even the strawberries struggled
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Wow, I mean WOW!!!! Maiden (half year) dividend today of 3 cents announced along with the previous news flow book marked Sunday and so much more.
Want to see 2 Cheshire cats?
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Just thought I'd bump my favourite gold oldie.
Still staggered this has not re-rated but suspect the time is nigh! Why?
Multitude of reasons such as last weeks anouncement Geotech going to undertake an airborne survey of the entire Gedabek territory with a view to proving up more detailed JORC, (possibly the mine life has held it back being objective); bear in mind a 3 year exploration program isalready underway to do just that and initial results due this quarter.
Otherwise and importantly, a dividend was signalled and due to be announced i suspect this week (19th), along with interim results - we already know they have gone cash positive this quarter.
This company is throwing off cash with A.I.S.C's at around $600, how cheap is that? Prinicipal directors have first mover in country advantage, excellent ties and large personal stakes in the game.
Finally they are ramping up the P.R game, suspect somewhere down the line they might look to get instituional support, seem to be pressing more flesh to get the S.P up. Midas has just tipped it some a likely P.I bounce will come, along with no doubt some retrace. However, such a small free float, anyone wanting in has to buy on the open market currently, all these factors are going to lead to buying pressure.
My reward has been good for perseverance but there is so much more to come - this week could re-ignite interest with shares stuck in the mid 40's range really since I last posted..
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On 24/05/2018 at 11:28 PM, drbubb said:
Yup. The 900d MA was shattered
GCM closed at C$ 3.19 +$0.35 : +12.32% ... 10d
It did however leave a "breakaway" gap at $2.85 (= 900d AM)
I hope you own some.
I am pretty happy this morning, because the share (thru the 1%/5% debs) are my 2nd largest position,
after the 8.25% GCM Gold linked debs. (I hold them for income & their gold linkage)
Really good call Dr B.
Was sat dithering early May, considered for a long time, still tempted but I wonder if that breakaway gap could be back tested?
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On 13/01/2018 at 12:04 PM, drbubb said:
First assault on 50p today, rear view results due around end of week, next Op’s update will be far more telling.
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Changing picture of AAZ, they are about to migrate from fledgling company to mid tier this year.
Guidance for 2018 drilling program and on-going op’s later this month going to reveal a lot more.
Market slowly waking up. Long left the 5p lows of 2016 but at current low 40’s a market cap c£50 odd is plain cheap. Debt could be gone this year if they choose, profits storming in and true potential nowhere near reflected in price.
Cant wait.
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Impending news at AAZ, like this chart posted on ADVFN of what could have been without forced seller.
Finally reaping big reward for sitting and waiting from lows in 2016.
Looks like 2018 could be the real deal.
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Prefer this chart to the one above, happy new year, finally getting my reward
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Was a good time to announce the private placement after the Arizaro project confirmed Lithium at depth eh.
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Being a cheerleader I'll whisper it quietly, AAZ have big few months coming up, financial position should look as good as it has for years, plenty of ducks lining here.
Should test 34p high late last year, much better position now.
And so it was...
Tested the boundary of 34p on commencing Ugur mining a month back, since then proved up a jorc there but that's just one of the many op's going on.
Today's production update showed the progress, also showed substantive debt reduction. Expect a Operations update or 2 will follow soon as usually together. There is loads lining up here, this is poised to go much higher short and medium term.
Finally breached 34p today for new high not seen since depressed sellers; heck of a lot lining up here.
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Mentioned on U.K miners thread, this could be a big month for AAZ, all the ducks have been lining up again this year after a bit of a false dawn when mining was halted and the market misunderstood reasons I.m.o
Anyhow, newsflow been positive and just over a year on bounced back up to a closing mid this week of 29.25p.
Interims likely in a week or so, should really show the balance sheet turning healthy. This is well primed now.
Wallbridge (WM.t) and its Fenelon Mine
in Gold, FX, Stocks / Diaries & Blogs
Posted
Wow, it’s on a rip again from the off. Currently .28c