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drbubb

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About drbubb

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  1. This is STILL great advice ... Today, I would add: LEARN DISCERNMENT in processing what you hear and Read. Medical experts often disagree, and you have to look at the incentives they have, and their track records.
  2. NOW WE KNOW WHY the ZC stock makes no progress... They keep diluting it at cheap prices and p/ssing off existing shareholders, Shame. Shame, Zimtu ! Look at the cheap price here ! Zimtu Capital Corp. Announces Private Placement January 10, 2022 – Zimtu Capital Corp. (TSXv: ZC) (FSE: ZCT1) (the “Company” or “Zimtu”) announces a non-brokered private placement offering (the “Private Placement”) of up to 3,750,000 units (the “Units”) at a price of $0.20 per Unit, for gross proceeds of up to $750,000. Each Unit will be comprised of one common share in the capital of the Company (each, a “Share”) and one non-transferable share purchase warrant (each, a “Warrant”). Each Warrant will entitle the holder to purchase one additional Share in the capital of the Company (each, a “Warrant Share”) for a period of 24 months from the closing date at an exercise price of $0.30. > https://www.zimtu.com/zimtu-capital-corp-announces-private-placement/
  3. The Three JUMPERS - Not in year end 2021 Top 6... but can get there ZC vs. Jumpers: update: $0.23 vs. ADD: xx. ARS: yy, CCE: zz, ARS: Ares Strategic Mng.: $0.520 x 1,250M= $ 0.65M : $0.310 : +67.7%: ADD: Arctic Star Explor. : $0.075 x 6,920M= $ 0.52M : $0.090 : - 16.7%: MGM: Maple Gold Mines : $0.325 x 1,199M= $ 0.39M : $0.370 : - 12.2%: ==== =============== : ============ = $ 1.56M :$ 1.45M +7.59%: (Not Listed yet): ??? : Eagle Bay Resources $.075 placement, ZC has 20 M sh: $1.50M ??? : SWMBRD, SwimBird : $0.10 placement, ZC has 11 M sh.: $1.10M ??? : 1233719 BC Ltd. : (Note 12(a)) . ZC has 1.2M sh.: $0.37M ==== =============== : ============ = $ 2.97M :$ 1.12M
  4. "At some point we will be subject to a takeover bid..." said at the beginning Zimtu: Company Creation Process (Ft. , Core Assets, Eagle Bay Resources & SWMBRD)
  5. Just as the CC price jump started... Core Assets arranged a $1.5-million placement 2022-01-04 06:26 ET - News Release Mr. Nick Rodway reports CORE ASSETS ANNOUNCES $1.5 MILLION PRIVATE PLACEMENT LED BY CRESCAT CAPITAL Core Assets Corp. has arranged a non-brokered private placement of 6.25 million units at a price of 24 cents per unit for gross proceeds of $1.5-million. Each unit will comprise one common share in the capital of the company and one whole transferable share purchase warrant. Each warrant will entitle the holder to purchase one additional share for a period of two years from the closing date at an exercise price of 39 cents per warrant share. In connection with the offering, Crescat Capital LLC has agreed to make a strategic investment in the company of $1.07-million. Following the completion of the Crescat Capital investment, Crescat Capital will have an option to participate in future financings of the company to maintain its interest in the company for so long as it holds greater than 3 per cent of the issued and outstanding common shares. === Core Assets Petrographic Analysis Indicates Large Multi-Stage CRD System (Ep #7) Core Assets CEO Nick Rodway discusses the latest petrographic analysis results on December 21, 2021 and how they are indicative of a large, multi-stage CRD system. Full Release: https://coreassetscorp.com/news-releases/core-assets-petrographic-analysis-indicates-large-multi-stage-zn-pb-ag-cu-bi-carbonate-replacement-system-at-the-blue-property/ ● Core Assets geological approach continues to check boxes that indicate the presence of a large, multi-stage, world class Carbonate Replacement System at the Blue Property. ● Massive sulphide composition, intergrowths, and replacement textures observed through petrography at the Grizzly, Amp, Jackie, and Sulphide City targets show a zonation pattern characteristic of significant world class Zn-Pb-Ag-Cu-Bi Carbonate Replacement Deposits (CRD’s). This will aid significantly in vectoring toward the Porphyry source. Core Assets: https://coreassetscorp.com/
  6. ANOTHER BIG WINNER for Zimtu Top investments up 33% since YrEnd, mainly thanks to CC CC / Core Assets ... since Jan.2021 : $0.55 at 1.14.22 / ye'21: $0.25; ye'20: $0.195 CC, EMO, etc. update: Update : 1.14.2022 : Ye’2021: % chg. EMO : $3.48 x 1.254M= $ 4.36M : $2.980 : +16.8% CC. : $0.55 x 8.500M= $ 4.68M : $0.250 : + 120% CCE : $0.22 x 6.822M= $ 1.50 M : $0.225 : -2.22% ZAIR : $0.28 x 5.767M= $ 1.61 M : $0.265 : +5.66% ACT : $0.85 x 1.448M= $ 1.23 M : $0.770 : +10.4% ====== Sub-Total === $13.38M: $10.04M +33.3% ZC : $0.23 x16.11 M = $ 3.71 M. $ 3.62 M (at 0.225) : +2.2% Ratio to Top investments R 27.7% : r 36.1% Others. Was $ 4.6M, now about $5m+? Total == Was $14.6M, now maybe $18M #6: at 1.14.22: SRE : $0.04 x16.336M= $ 0.65 M : $0.040 : + 0.0% ===== Sub-Total Top 6 $14.03M: $10.69M +31.2% > Other ZC Portfolio: /. Most valuable Warrants : 1.14.2022 : Ye’2021: % chg. EMO ; $3.48 - 0.150= $3.33x0.357M= $ 1.19M : $2.830 : +17.7%: $1.01 CC. ; $0.55 - 0.150= $0.40x0.812M= $ 0.32M : $0.100 : +300%: $0.08 ADD ; $.075 - 0.050= $.025x10.16M= $ 0.25M : $0.040 : -37.5% : $0.41 ARS ; $0.52 - 0.150= $0.37x0.625M= $ 0.23M : $0.160 : +131%: $0.10 ======= Sub-Total ============= $ 1.99M: $ 1.60M : + 24% : Warrants Was: $ 1.83M?
  7. Hedge Funds Are Nibbling On Royal Gold, Inc (RGLD) Debasis Saha / Thu, January 13, 2022 After several tireless days we have finished crunching the numbers from nearly 900 13F filings issued by the elite hedge funds and other investment firms that we track at Insider Monkey, which disclosed those firms' equity portfolios as of September 30th. The results of that effort will be put on display in this article, as we share valuable insight into the smart money sentiment towards Royal Gold, Inc (NASDAQ:RGLD). Royal Gold, Inc (NASDAQ:RGLD) investors should pay attention to an increase in hedge fund interest lately. Royal Gold, Inc (NASDAQ:RGLD) was in 21 hedge funds' portfolios at the end of September. The all time high for this statistic is 30. Our calculations also showed that RGLD isn't among the 30 most popular stocks among hedge funds (click for Q2 rankings). . . . With hedge funds' capital changing hands, there exists a select group of noteworthy hedge fund managers who were upping their holdings considerably (or already accumulated large positions). Is RGLD A Good Stock To Buy? Among these funds, Renaissance Technologies held the most valuable stake in Royal Gold, Inc (NASDAQ:RGLD), which was worth $55.2 million at the end of the third quarter. On the second spot was Kopernik Global Investors which amassed $22.6 million worth of shares. Horizon Asset Management, Millennium Management, and D E Shaw were also very fond of the stock, becoming one of the largest hedge fund holders of the company > https://news.yahoo.com/hedge-funds-nibbling-royal-gold-171139165.html
  8. Iamgold (IAG) ... ALL : 10yr: Jan.'15: 5yr: 2-yr : 6-mo : 10d / updated 14-Jan 2022 :
  9. IAMGOLD reports 2021 gold production in line with guidance, says CEO stepped down Vladimir Basov Wednesday January 12, 2022 IAMGOLD (TSX: IMG) announced today that in 2021, the company achieved attributable gold production of 601,000 ounces, which is 8% lower compared to 2020 and in line with updated guidance of 565,000 to 605,000 ounces. The company said that annual revenues were approximately $1.2 billion based on attributable gold sales of 590,000 ounces, in line with 2020. Fourth quarter revenues were approximately $295 million based on attributable gold sales of 152,000 ounces. IAMGOLD noted that looking ahead, the company is fully focused on bringing Côté Gold into production and stressed that the company remains on track to commence commercial production in the second half of 2023. Operationally, the company expects continued strong performance at Essakane, following a record year of production in 2021, supporting the turnaround at Rosebel and continued ramp up of Westwood. The company added its consolidated cash costs and consolidated AISC for its three operating mines are expected to be between the 2021 updated guidance ranges of $1,115 and $1,150 per ounce sold and $1,395 and $1,435 per ounce sold, respectively, excluding the impact of potential net realizable value adjustments on long term stockpiles. IAMGOLD said it ended 2021 with approximately $545 million in cash and cash equivalents, $42 million in restricted cash, $8 million in short term investments and $498 million in its undrawn credit facility. Importantly, IAMGOLD also announced that Gordon Stothart, President and Chief Executive Officer, has stepped down from his role of President and Chief Executive Officer and has also resigned from the Board of Directors. The company’s Board has engaged an executive search firm to immediately conduct a search for IAMGOLD'S next leader. In the interim, Daniella Dimitrov, the CFO and Executive Vice President Strategy and Corporate Development, has also been appointed President and Interim Chief Executive Officer, effective immediately. > https://www.kitco.com/news/2022-01-12/IAMGOLD-reports-2021-gold-production-in-line-with-guidance-says-CEO-stepped-down.html
  10. Emerita is strong in 2022... CC too, raising ZC to $0.25 near its 2021 high of 0.295 Together, just these two investments represent 174% of ZC's undiluted Market Cap ZC chart: mid-Jun wEmo: w/CC: ZC: $0.25. $3.45 +0.46 (13.8x), $0.31 +0.01 (1.24x) at 1.06.22 === Top 5 Equity Holdings, at 1/6/2022 Symbol Stock # of Shares Share Price Implied Market Value % of ZC MktCap EMO Emerita Resources 1,254,286 $3.450 $4.33 M 107.4 % CC Core Assets 8,500,000 $0.310 $2.64 M 66.5 % CCE Commerce Resources 6,821,599 $0.235 $1.60 M 39.7 % ZAIR Zinc8 Energy Solutions 5,767,361 $0.285 $1.64 M 40.7 % ACT Aduro Clean Technologies 1,447,777 $0.740 $1.07 M 26.6 % ===== ===== Top 5 = C$ 11.28 Million (280%) vs. ZC.v, 16.106 Million x 0.25 = C$4.03M. f.d: 19.58 Million x 0.25 = C$4.90M Top5 Investments: $11.28 Million + #6: 0.085 x 6.92: $ 0.59 Million , ADD, Arctic Star, 6.92M she + Equity, other. : $ 2.22 Million , a few days out of date = Total Equity : $14.09 Million + Wt.,EMO@03.30: $1.18 Million, 357.1 K x (3.45 -0.15) + Other Warrants : $0.59 Million , a few days out of date = Warrant M.Cap. : $1.77 Million = Total MktCap : $15.86 Million 394% MCap, 324% fd MCap ==== DISCOUNT :: -74.6% on MktCap / -69.1% on F.d. MCap, at 1.6.2020
  11. NEW TRADE: MUX / McEwen Mining... will update Month End and Year End positions later ... But meantime, here is a New trade from last Friday Bought 1,000 MUX shares at C$1.14, costing C$1.14 x1,000= C$1,140. You can get this, by selling ... Sold. 3,400 SMD shares x0.35= C$1.190 - $1,140, and repaying C$50 on the Loan CHART Update: The SMD share originally cost $0.39 a share, or C$1326, so selling them meant booking a Loss of $C0.04 x 3400= C$136. If we add that loss to MUX cost ($1,140, +$136 = C$1,276), it is as if we bought the MUX shares at C$1.276 per share, which is 23.9% above the Low of Year ($C1.03), and 38.4% below the High of 2021 ($C2.07) MUX in C$. from Jan.2016: 5yr: 2yr: 1yr: 10d / Last: C$1.14 > MORE on: MUX thread: "xx"
  12. The WM.t RESOURCE ESTIMATE was lower than expected, and the stock has dropped some more. Bright spot is GSVR, ex-Vangold which is rising, and helping the value of the warrants
  13. "BIG 4" from: Jan.2020 : Jan.2018 : 1yr: 10d: x xx
  14. My Big 4 Positions for 2022. I am excited about all four of these Big 4 / Update fr. 2017: 5yr: 4yr: 2yr: 1yr: 10d / ( UGL: $59.81) GCM.t: C$5.33 (8.91%), GOLD: $19.00 (31.8%), RGLD: $105.21 (176%), MUX: $0.89 (1.49%) ==
  15. My Big 4 Positions for 2022. I am excited about all four of these Big 4 / Update from: Jan.2018 : 10yr: 5yr: 4yr: 2yr: 1yr: 10d / ( UGL: $59.81) GCM.t: C$5.33 (8.91%), GOLD: $19.00 (31.8%), RGLD: $105.21 (176%), MUX: $0.89 (1.49%) from: Jan.2020 : ==
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