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drbubb

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  1. Looking Back to 2007 Clif High-2017 Predictions on Everything - inspired the following chart UPDATED Zodiac Cycle: EEM-etc-2007: === Is there a LIMIT! 250%?? update: w/EEM: " The odd thing, amazing thing is how all these different assets, when I put them on a single chart- showed almost exactly the same size RANGE over a long period of time. When the chart came up, I was amazed and intrigued." SPY's limit is shown there. And now in the last few days its started sliding. If pure coincidence, it is an amazing one Hunter's Forecast from Sep. 2nd: - SEE BELOW HUNTER: Ye2020: 9/02 > Forecast, % SPX — 3,756 : 4,537 > 5,000, +10.2% DJIA — 30,606 : 35,444 > 40,000, +12.9% Nasdaq 12,888 : 15,331 > 18,000, +17.4% Gold — 1,894 : 1,810 > 2,500, +38.1% UGL. — 68.20 : 59.33 > $104. +75.3%* GDX. — 36.02 : 32.50 > 60.00, +84.6% GDXJ — 54.24 : 42.62 > $100., +135% Silver — 26.37 : 24.00 > 50.00, +108% AGQ — 51.28 : 37.75 > 110.00, +191%* SIL — 45.62 : 40.03 > 75.00, +87.3% SILJ — 6.31 : 13.34 > 35.00, +162.% ==== * My own forecast, based on Hunter’s% Stocks PEAKING? Or Set for "spikey" Breakout? SPY etc ... update: w/GDX: 10d: SPY: $453.19, up 21.2% from YE-2020 ($373.88), vs: GLD/Gold ($178.36) > $169.25, -5.11% Precious Metals & Gold shares have lagged... update: 10d: UGL-$59.33, -13% from 68.20, GLD-$169.25, -5.1%, 178.36, since Ye2020 AGQ etc... fr. 2016: AGQ: $39.98 Hunter's comments; David Hunter@DaveHcontrarian 9h I see a lot of skepticism toward this equity market rally & even more toward the the metals & miners.I remain very bullish of equities & metals & expect sharply higher prices directly from here.SPX 5000,DJIA 40,000, Nasdaq 18,000, Gold 2500, silver 50, GDX 60, GDXJ 100,SIL 75,SILJ 35. ... Aug 30 The market is just beginning its final melt-up leg into a secular top. Cyclical stocks, including transports, are just emerging from a 4 month consolidation & will join growth/tech to drive the markets sharply higher. S&P to 5000+,DJIA to 40,000+,Nasdaq to 18,000 & RUT to 2900.
  2. Long Term: Stocks vs Gold, and Gold shares. Ratio of Stocks to Gold is back at 2003-4 Tech Bubble High levels GDX might be a good place to hide in the early weeks (3-5 months?) of a coming stock market correction GDX vs.SPY($453): r2.65x GLD: 171.06 ... 2005: w/XAU: 2006: 2010: 2016: 10d:: ...x19.5% GDX: $33.28, 7.34% Ye'04x: SPY: 120.87: r2.77x GLD: $43.6e, x61.5%= GDX: $26.8e, 22.2% of SPY Ye'08x: : $90.24: r1.04x : $86.52, x37.5%= : $33.88, 37.5% Ye'11: : 125.50: 82.6%x. : 151.99, x33.8%= : $51.43, 41.0% Ye'15x: : 120.87: r2.01x : 101.46, x13.5%= : $13.72, 6.73% Ye'20x: : 124.51: r2.10x GLD : 178.36, x20.2%= : $36.02, 9.63% 2006: SPY to GLD Ratio, current levels above r-2.5x not seen since 2005 ! (see above, and ratio below) The Long term chart, goes back to 2005 gives some idea how cheap Gold stocks are now, versus SPY. They also look cheap on a Cash flow basis GDX to SPY is at a low level as a Pct. of the Big Stock index Ratio: GDX to SPY: "Normal range" seems to be 9%, +/- 2%. Now just 7.35% (Alt. chart) : (Alt.#2) GDX vs. SPY, GLD ... 2016: The start point of the above chart, Jan.2015, was one of the Cheapest levels for GDX ($13.72), and it had a great rally during 2016. On a RELATIVE basis, the ratio of GDX to SPY got even cheaper briefly about three years ago. Note from that point. GDX performed well in late 2018 when SPY slid. Great relative performance for a few months. Further back, also GDX performed well on SPY's first leg down in late 2007 into 2008... Was Good again in 2011, when stocks also dropped Ye'11: SPY : 125.50: 82.6%x GLD: 151.99, x33.8%= GDX: $51.43, 41.0% Conclusion: GDX might be a good place to hide in the early weeks of a coming stock market correction Timing : GDX : GLD : SPY : gd/S r: gd/G r: Spy/G/ - Gold - : XAU : Gdx / Ye2003: 29.4e: $41.6e: 111.28: 26.4%: 70.7%: r2.68 / $416.25: 108.84 x27% Ye2004: 26.8e: $43.6e: 120.87: 22.2%: 61.5%: r2.77 / $435.60: $99.35 x27% Ye2005: 34.5e: $51.58: 124.51: 27.7%: 66.9%: r2.41 / $513.00: 128.03 x27% Ye2006: 39.91: $63.21: 141.62: 28.2%: 63.1%: r2.24 / $632.00: 142.25 x28.05% Ye2007: 45.83: $82.46: 146.21: 31.3%: 55.6%: r1.77 / $700.?? : 173.32 x26.44% Ye2008: 33.88: $86.52: $90.24: 37.5%: 39.2%: r1.04 Ye2009: 46.21: 107.31: 111.44: 41.5%: 43.1%: r1.04 Ye2010: 61.47: 138.72: 125.75: 48.9%: 44.3%: 90.6% Ye2011: 51.43: 151.99: 125.50: 41.0%: 33.8%: 82.6% Ye2012: 46.39: 162.02: 142.42: 32.6%: 28.6%: 87.6% Ye2013: 21.13: 116.12: 184.69: 10.3%: 18.2%: r1.59 Ye2014: 18.38: 113.58: 205.54: 8.94%: 16.2%: r1.81 Ye2015: 13.72: 101.46: 203.87: 6.73%: 13.5%: r2.01 Ye2016: 20.92: 109.61: 223.53: 9.36%: 19.1%: r2.04 Ye2017: 23.24: 123.65: 266.86: 8.71%: 18.8%: r2.15 Ye2018: 21.09: 121.25: 249.92: 8.44%: 17.4%: r2.06 Ye2019: 29.28: 142.90: 321.86: 9.09%: 20.5%: r2.25 / Ye2020: 36.02: 178.36: 373.88: 9.63%: 20.2%: r2.10 / 1887.60: 144.19 x24.98% Ye2021: 06.30. : 33.98: 165.63: 428.06: 7.94%: 20.5%: r2.58 09.03. : 33.28: 171.06: 453.08: 7.34%: 19.5%; r2.65 =====
  3. Looking Back to 2007 Clif High-2017 Predictions on Everything - inspired the following chart UPDATED Zodiac Cycle: EEM-etc-2007: ===
  4. xx GOLD vs EEM (Emerging Mkts. etf) GLD vs EEM, etc ... update EEM -to GLD // EEM, last: $34.28 / Gold, last: $1133.6 / GLD, last: $107.93 / Ratio: at 3.02% of a Gold Ounce / 31.2% of GLD Buy Gold, Sell EEM now, at over 3% of a Gold oz., buy next at near 2%
  5. MINING ON THE FAR SIDE? CLAIMS to have seen "mining areas" on the Moon in early photographs. John Lear talks about the far side of the Moon, Mars, civilizations and related topics. > https://www.bitchute.com/video/Q8RMBCTmmI9p/ Possible Domed tower in a crater > source: https://www.thescottishsun.co.uk/news/3559390/close-up-footage-of-superdome-alien-base-hidden-in-a-lunar-crater-has-conspiracy-theorists-in-a-frenzy/
  6. FAR SIDE: The Moon's Hidden Face THE MOON here transits the Earth > https://www.nasa.gov/feature/goddard/from-a-million-miles-away-nasa-camera-shows-moon-crossing-face-of-earth The Side of the Moon that we never see: The lunar far side lacks the large, dark, basaltic plains, or maria, that are so prominent on the Earth-facing side. The largest far side features are Mare Moscoviense in the upper left and Tsiolkovskiy crater in the lower left. A thin sliver of shadowed area of moon is visible on its right side. “It is surprising how much brighter Earth is than the moon," said Adam Szabo, DSCOVR project scientist at NASA’s Goddard Space Flight Center in Greenbelt, Maryland. "Our planet is a truly brilliant object in dark space compared to the lunar surface.” Once EPIC begins regular observations next month, NASA will post daily color images of Earth to a dedicated public website. These images, showing different views of the planet as it rotates through the day, will be available 12 to 36 hours after they are acquired.
  7. Why the Far Side of the Moon Matters So Much China’s successful landing is part of the moon’s long geopolitical history. Jan. 2019 Humankind first laid eyes on the far side of the moon in 1968. “The backside looks like a sand pile my kids have been playing in for a long time,” the astronaut Bill Anders told NASA mission control. For millennia, people had gazed up at the same view of the Earth’s companion—the same craters, cracks, and fissures. As the Apollo spacecraft floated over the unfamiliar lunar surface, Anders described the new territory, which promised to be a tough landing for anyone who tried. “It’s all beat up, no definition,” he said. “Just a lot of bumps and holes.” Fifty years later, humankind landed in the sand pile. China set down a spacecraft on the far side of the moon on Wednesday, Beijing time. On Thursday, the spacecraft, named Chang’e 4... . . . China has more bold plans for the future. The country is aiming to land a rover on Mars in early 2021 and, if successful, would become the second country after the United States to accomplish the feat. It also wants to land astronauts on the moon by 2030. > https://www.theatlantic.com/science/archive/2019/01/far-side-moon-china/579349/ VIDEO of Moon Landing: https://www.bitchute.com/video/Mjr9aV65yB0/ (As posted on GEI back on Jan. 4, 2019😞 1. China 'lifts mysterious veil' by landing probe on far side of the moon China 'lifts mysterious veil' by landing probe on far side of moon... Lunar base?
  8. Whistleblower reveals LUNAR BASES on the Far side of the moon: "Spherical and Domed buidings that were very large" ET Extraterrestrial Structures on the Moon - Sgt Karl Wolfe > https://www.bitchute.com/video/jjNlft9vS4E8/
  9. The Kamala Crisis was self-created.... By Her ! / 2 /
  10. Kamala Exposed. Her Fake Face & Fake positions Kamala's Done?. Her Fake Face is fully exposed Comma-LA is turning into Toxic waste, in front of our eyes. / Holy Shit. “It. Was. A. Debate. — I. Was. Lying.” ~ Kamala Harris Comments under the following video: "Elizabeth Warren and Kamala Harris. One woman pretends to be indian, the other pretends she isn't." "She's half Jamaican and half Indian. She's NOT an African American by any standard of measurement except convenience." "'It was a debate'. This woman lies ALL the time. She wants applause." "When asked a tough or potentially embarrassing question, she laughs uncomfortably... that's her Hillary Style "defense"... when caught she LAUGH like it's not even a serious or important question... she seems to also do it when Pretending or Lying, also as a cover for being uncomfortable... watch her when she gets in a tough interview or when she gets into a debate." haha / Kamala Harris Blunders Badly in Chat With Stephen Colbert, Basically Admits She's A Liar
  11. Check out Wedge patterns... and Francis Hunt, "the Market Sniper" Originator of The Hunt Volatility Funnel Method [HVF Method] Trader, Technical Analyst & Teacher Silver from Video below: "You earn your money in your patience" GDX : since Feb.2021: 2020: Last: $29.89 GDX: 2020: Last: $29.89. / Low:$16 > High:$45 > +$29, x50%: $14.5= $30.5 Target? GLD from Jan.2020 / SLV: Last: $163.51 -1.91, -1.15%, LOD: $163.27 / GBS.L $162.82 -2.73, -1.65%, LOD: $162.59 GLD: 4yr: Interview: with Francis Hunt for Palisades Gold: "You earn your money in your patience" Gold, Silver to turn on final dip & the Platinum Value Extremity, Rec 15th Sept 2021 x
  12. BULLISH FORECAST at Denver Gold Forum $3,000 gold is this cycle's peak, and it's coming, here's why - David Garofalo: 200 Royaltiies, with 7 in production & 8 more under construction - 90% Precious metals: with Nevada and Quebec focus (54% ==
  13. Gold Mining Royalty Companies Gold Royalty Co's / RZZ-1 : vs. US Roy'l Co's (rgld, wpm, fnv.t) ... update : 5yr-wGDXJ / 1yr : 10d : Royalty Co.-: Sym. : F/X : 04/20 : MktCap : BkVal. : P/BV : P/CF : CaFlow > CF '18 : P/CF Abitibi Roy'l : RZZ.v: CAD : $10.06 : 114.7M : $2.98 : 3.377 : 52.95 : $0.190 > $0.28 : 35.9 Franco Nev. : FNV.t : CAD : $90.77 : 16.88B : 32.05 : 2.832 : 26.89 : $3.376 : WheatonPM : WPM : USD : $21.31 : $9.60B : 11.06 : 1.926 : 17.50 : $1.218 : Royal Gold- : RGLD : USD : $89.46 : $5.86B : 34.50 : 2.593 : 20.29 : $4.409 : Osisko Gold- : OR.t : CAD : $12.58 : $1.97B : 12.13 : 1.037 : 33.04 : $0.381 : Sandstorm- : SSL.t : CAD : $05.91 : 1,090M : $4.49 : 1.316 : 18.21 : $0.325 : Altius Min'l : ALS.t : CAD : $14.19 : 613.2M : $7.98 : 1.779 : 37.46 : $0.379 : =========== Average Price-to-Cash Flow for 6 co's (not RZZ): 25.56X . . > Apr'18 RZZ Presentation : http://abitibiroyalties.com/investors/presentations/rzz-presentation-april2018-web.pdf
  14. SMC : last: $0.11 ... SMC - T 29.0 0.11 · 0.13 1.0 0.11 +0.02 22.2 10yr: 5yr: 2yr: === News === Date ET Symbol Price Type Headline 2021-09-21 20:10 C:SMC 0.09 News Release Sulliden Mining arranges $450,000 private placement Sulliden Mining arranges $450,000 private placement 2021-09-21 20:10 ET - News Release Mr. Stan Bharti reports SULLIDEN MINING CAPITAL INC. ANNOUNCES PRIVATE PLACEMENT Sulliden Mining Capital Inc. has arranged a non-brokered private placement financing of up to 7.5 million units of the company at a price of six cents per unit for gross proceeds to the company of up to $450,000. Each unit will consist of one common share of the company and one common share purchase warrant. Each warrant will entitle the holder thereof to acquire one common share of the company at a price of 25 cents for a period of five years following the closing date of the offering. All securities issued in connection with the offering will be subject to a statutory hold period of four months and one day. Completion of the offering is subject to a number of conditions, including all approvals from the Toronto Stock Exchange. The company intends to use the net proceeds of the offering for general corporate purposes. The offering is expected to close on or about Sept. 24, 2021. ===
  15. Generative Exploration Co's: GZZ, LRA, RRI, etc .... Holds: ch#1: ch#2: ch#3 : zc +m m : More co's (see post#11): Examples: Mirasol Resources, Reservoir Minr'ls, Riverside Res., Aurion Res., Lara Explor., Miranda Gold, Evrim Res. GZZ-etc: ch#1 These co's are getting very cheap, and some of them have royalties, etc to cover their expense base. UPDATE: Late June 2019 GZZ vs RZZ.v/ Abitibi, AEM/ Agnico & AUY/ Yamana ... since 1/2014 : 1/2015 : 7/2015 :: 2yr : 1yr / GZZ could be ready to "slingshot" higher, following RZZ, of which it owns 49% Might this be a good time to start buying? Sym.: Company------- : C$price: Low-to-High: ShOS: MktCap: $Cash : BkVal.: Pr/BkV : Pr./Ls: Expense: Exp/sh. AVU : Avrupa Res------- : $ 0.160 : $0.07-$.400 : 55.48 : $8.88m : $0.29m : $0.040 : 00.0% : - $0.03 : $0,000. : $0.000 AZM : Azimut Explor.- : $ 0.130 : $0.10-$.285 : 37.64 : $4.89m : $1.44m : $0.180 : 72.2% : - $0.08 : $0,000. : $0.000 ALS : Altius Minerals* : $ 13.25 : $9.86-15.47 : 39.93 : $529.m : $15.5m : $8.750 : 151% : - $0.70 : $0,000. : $0.000 CKG : ChesapeakeGd : $ 1.540 : $1.39-$2.90 : 44.42 : $68.4m : $28.7m : $1.950 : 79.0% : - $0.11 : $0,000. : $0.000 GZZ : Golden Valley--- : $ 0.100 : $.075-$0.21 : 99.20 : $9.74m : $2.37m : $0.200 : 50.0% : +$0.08 : $0,000. : $0.000 LRA : Lara Exploration: $ 0.305 : $0.20-$0.55 : 31.21 : $9.50m : $0.81m : $0.080 : 381.% : - $0.08 : $0,000. : $0.000 NGE : Nevada Explor. : $ 0.180 : $0.05-$0.35 : 30.91 : $5.56m : $0.03m : $0.250 : 72.0% : - $0.02 : $0,000. : $0.000 RRI- : Riverside Res. - : $ 0.155 : $0.15-$0.36 : 37.00 : $5.74m : $5.90m : $0.230 : 67.4% : - $0.07 : $0,000. : $0.000 ==== *Holds shares in jr co's, with project generative exploration Cash and Book Value per Yahoo: http://finance.yahoo.com/q/ks?s=RRI.V+Key+Statistics ==== CKG : Chesapeake Gd: $ 1.540 : $1.39-$2.90 : all-data : 2yrs : 6mos : GZZ : Golden Valley--- : $ 0.100 : $.075-$0.21 : all-data : 2yrs : 6mos / RZZ : all : 2yr : 6mos : LRA : Lara Exploration : $ 0.305 : $0.20-$0.55 : all-data : 2yrs : 6mos : RRI- : Riverside Res. - : $ 0.155 : $0.15-$0.36 : all-data : 2yrs : 6mos : ===
  16. In 2021, In 2018, HLG bot 87M HLP sh x $17.38= $1,512M Cost, now owns 57.6% HLP (at Feb.2019) UPDATE: 9/22/21 / HLP os: 4,498Msh, 2,617M held by HLG (58.16%) / HLG os: 1,362M sh, ye’20 / HLP @ $17.20 = HLPPY: US$11.22 / 56% $30.74 BV Div.$0.76: $3.42B x58.16%= $1.99B/1,362M HLG= $1.46 inc.Div/HLG sh. (x$0.76: $1.99B > Excess CF: $870M > HLG, Net Div. Flow in 2020 / HLG @ $17.54 = HNLGY: US$12.65 (112.7%) ’21 / 25.9% $67.62 BV (100% : 1.362B), div (x$0.82: $1.12B) / In 2018, HLG bot 10.7M HLP sh x $18.60= cost $200M: in 2020 : 2616.6M ye’20, - 2605.9M ye’19: 10.7M HLP shares added : $870M - $200M = $670M excess CF after divs,, HLP sh. Purchases ’Yr: HLPo: Gheld: Pct. : Pdiv: R/1362: DvInc: ye’H10: incY: gDiv: DivY: GbkV: %-BV: ’20: 4,498: 2,617: 58.2: $0.76: x1.921: $1.46: $19.28: 7.57: $0.82, 4.25: 67.62: 28.5% ’19: 4,498: 2,606: 57.9: $0.76: x1.913: $1.45: $19.26: 7.55: $1.08, 5.61: 67.03: 28.7% ’18: 4,498: 2,505: 55.7: $0.75: x1.839: $1.38: $19.94: 6.92: $0.80, 4.01: 63.47: 31.4% ’17: 4,498: 2,047: 45.5: $0.75: x1.503: $1.13: $28.75: 3.93: $0.80, 2.78: 61.04: 47.1% ’16: 4,498: 2,020: 44.9: $0.75: x1.483: $1.11: $27.00: 4.11: $0.80, 2.96: 55.55:48.6% ’15: 4,498: 1,993: 44.3: $0.??: x1.463: $1.00E $25.20: 0.00: $0.8E, 0.00: 50.00: 50.0% ’14: 4,498: 1,90E: 00.0: $0.??: x1.45E: $1.00E $35.20: 0.00: $0.8E, 0.00: 50.00: 50.0% ==== UPDATE: 5/28/19 / HLP @ $17.38 = HLPPY: US$11.09 / 57% $30.58 BV (57.62%: 2.59B) (x$0.75: $1.94B > Excess CF: $850M > HLG, Net Div. Flow / HLG @ $21.05 = HNLGY: US$13.18 (118.8%) / 33% $63.49 BV (100% : 1.362B) (x$0.80: $1.09B) / In 2018, HLG bot 87M HLP sh x $17.38= $1,512M, spending $662M more than Net Divs
  17. Hang Lung Properties / HL Group - very interesting near $14, $20 (was $17, 24) UPDATE: Sep.2021 Ten Year Downtrend in HK10... But now deeply oversold, along with China stocks HK10-etc: 10yr: 5yr: 3yr: 1yr: Ytd: 10d/ Last: $18.02 / hk2823= $17.51 = 102.9% HK10-etc: 10yr: 5yr: 3yr: 1yr: $18.02 HK10 has been leading HK2823 / China A50 ... update : fr. May 2018 : w/HLP : HK$21.05 vs H$17.38 = 121% at 5/28/19 CHALLENGING The Top of RANGE" I said in Sept 2019. - What happened? HK10-etc ... update : fr. Sep.2018 : 10d/ The HK10 price is HIGHER now 02.14.'20: hk10: $21.00. hk101: $18.20 (115%). hk2823: $14.50 (145%) - New "Over 10 years ago, HLP embarked on an ambitious wealth-building venture in the property space, entailing utilising the over HKD20bn in profit it stands to realise from Hong Kong’s residential property sector to fund a series of ambitious investments in China in an attempt to transform itself into a leading player in the commercial property sector in Greater China. " Hang Lung Group interesting too, approaching $26 - trading near 60%, 50% of Book, respectively At end 2017, HLG owned 55.7% of HLP, up from 53%. As HLG's ownership rises, fewer dividends "leak out" to minority shareholders DIVIDEND FLOW: In 2018, HLG bot 87M HLP sh x $17.38= $1,512M Cost, now owns 57.6% HLP (at Feb.2019) UPDATE: 5/28/19 / HLP @ $17.38 = HLPPY: US$11.09 / 57% $30.58 BV (57.62%: 2.59B) (x$0.75: $1.94B > Excess CF: $850M > HLG, Net Div. Flow / HLG @ $21.05 = HNLGY: US$13.18 (118.8%) / 33% $63.49 BV (100% : 1.362B) (x$0.80: $1.09B) / In 2018, HLG bot 87M HLP sh x $17.38= $1,512M, spending $662M more than Net Divs The old target I mentioned a while ago has been hit: $17 for HLP, $24 for HLG. CHART : Calendar 2014 - 18 : update : / 10d: HK10 : HK101 : Both : 870001 : update-4/26/18: $23.95, $18.40 Hang Lung Properties (HK:101) closed yesterday (Sept.8th at): +$17.40 + 0.40 :: +2.35% Open: 17.30 / High: 17.48 / Low: 17.00 // Volume: 672,675 Yield: 1.95% / P/E Ratio: 6.90 / 52 Week Range: 16.96 to 26.45 COMPARE - HLG owns almost 53%* of HLP ++ some other assets *> 55.7% at 12.2017 ! =========== : -- Aug. 2015 --- / --- Apr. 2018 -- / Company----- : Group- : -Props. / Group- : -Props. / Change : Change : Stock Symbol: HK-10 : HK101 / HK-10 : HK101 / Last Price---- : $29.10 : $17.40 / $23.95 : $18.40 / -17.7% : +5.75% : Low of year--: $28.60 : $16.96 / $23.85 : $17.28 / Book Value-- : $56.86 : $29.50 / $61.06 : $30.27 / +7.39% : +2.61% : Price / Book- : 51.2 % : 59.0 % / 39.1 % : 57.1 % / Shares O/S -- : 1.35bn : 4.48bn / 1.36bn : 4.50bn / MktCap. HKD : $39.3B: $78.0B / $32.6B: $82.8B / Earnings / sh : $ 4.82 : $ 2.52 / $ 3.90 : $ 1.81 / -19.1% : -18.2% : P/E Ratio -------- : r-6.04 : r-6.90 / r-6.14 : r-10.17 / Yield -------------- : 1.30 % : 1.95 % / 3.34 % : 4.08 % / Div. per share : $ 0.38 : $ 0.34 / $ 0.80 : $0.75 / +111.% : +121.% : Debt to Equity : --n/a-- : --n/a- : 18.97% : 17.69% : EBITDA--------- : --n/a-- : --n/a- : $7.92B : $7.45B : MCap/editda : --n/a-- : --n/a- : r- 4.12 : r-11.11 : Free CF--------- : --n/a-- : --n/a- : (8.71B) : (4.40B) : RATIOs (HLP/HLG etc) over time: Owning HLG or HLP has been a poor hedge against rising HK Property prices QTR. : HK-10 : HK101 : Ratio-- : -CCLI - : hlg/CC : e.00: $$6.95 : $$8.70 : 125.2% : e.01: $$6.90 : $$8.05 : 116.7% : $40.28 : 19.99% : e.02: $$6.40 : $$7.55 : 118.0% : $35.77 : 21.11% : e.03: $$9.70 : $$9.95 : 102.6% : $37.51 : 26.53% : e.04: $15.30 : $12.00 : 78.43% : $49.30 : 24.34% : e.05: $16.45 : $12.10 : 73.56% : $52.51 : 23.04% : e.06: $23.65 : $19.50 : 82.98% : $53.93 : 36.16% : e.07: $42.60 : $35.30 : 82.86% : $67.59 : 52.23% > HLG at highest ratio vs CCLI e.08: $23.45 : $16.84: 71.81% : $56.78 : 29.66% : BkV.: $61.06 : $30.27 : Apr. 2018 Hang Lung / HK10 vs HK101 - since 2008 : ================== QTR. : HK-10 : HK101 : Ratio-- : -CCLI - : hlg/CC : e.08: $23.45 : $16.84 : 71.81% : $56.78 : 29.66% : e.09: $38.65 : $30.60 : 79.17% : $74.07 : 41.31% > highest ratio since GFC e.10: $51.10 : $36.35 : 71.14% : $88.38 : 41.13% : Q-1 : $48.15 : $34.05 : 70.72% : $96.98 : 35.11% : Q-2 : $49.30 : $31.90 : 64.71% : 100.29 : 31.81% : Q-3 : $39.85 : $23.40 : 58.72% : $99.80 : 23.45% : e.11: $42.55 : $22.10 : 51.94% : $95.47 : 23.15% : Q-1 : $50.25 : $28.45 : 56.62% : 101.17 : 28.12% : Q-2 : $47.55 : $26.20 : 55.10% : 105.47 : 24.84% : Q-3 : $49.15 : $26.50 : 53.92% : 110.14 : 24.06% : e.12: $44.05 : $30.80 : 69.92% : 115.60 : 26.64% : Q-1 : $43.60 : $29.00 : 66.51% : 123.01 : 23.58% : Q-2 : $41.70 : $27.05 : 64.87% : 121.88 : 22.19% : Q-3 : $41.40 : $26.40 : 63.77% : 119.83 : 22.03% : e.13: $39.15 : $24.50 : 62.80% : 118.96 : 20.60% : Q-1 : $39.05 : $22.30 : 57.11% : 118.82 : 18.77% : Q-2 : $41.95 : $23.90 : 56.97% : 123.35 : 19.38% : Q-3 : $38.45 : $22.10 : 57.48% : 127.65 : 17.31% : e.14: $35.20 : $21.75 : 61.79% : 133.34 : 16.31% : Q-1 : $35.35 : $21.80 : 61.67% : 142.64 : 15.28% : Q-2 : $34.15 : $23.05 : 67.50% : 143.15 : 16.10% : Q-3 : $26.30 : $17.36 : 66.01% : 147.61 : 11.76% : Lowest ratio vs CCLI e.15: $25.20 : $17.64 : 70.00% : Q-1 : $22.25 : $14.82 : 66.61% : Q-2 : $23.25 : $15.62 : 67.18% : Q-3 : $29.50 : $17.44 : 59.12% : e.16: $27.00 : $16.44 : 60.89% : Q-1 : $33.15 : $20.20 : 60.94% : Q-2 : $32.30 : $19.50 : 60.37% : Q-3 : $28.05 : $18.54 : 66.10% : e.17: $28.75 : $19.10 : 66.43% : Q-1 : $25.65 : $18.28 : 71.27% : Q-2 : $22.00 : $16.18 : 73.55% : BkV.: $61.06 : $30.27 : Apr. 2018 BkV. : $56.86 : $29.50 : 51.88% Last-: $26.90 : $17.70 : 65.80% : 146.76 : 12.06% > HLG at lowest ratio vs CCLI Pr/Bk 47.31%: 60.00% : 126.8% HK:10 / HLG -- all data ===== Bigcharts Historical : xx Centaline Index----- : http://www1.centadata.com/cci/cci_e.htm : Search : LINKS ===== Annual Report 2017 : HLG : HLP / 2014: http://www.hanglung.com/HLGAnnualReport2014/index.html Prior Year Reports - :: http://www.hanglung.com/en/investor-relations/financial-information/financial-reports.aspx Analyst Coverage - :: (#17) https://www.hanglung.com/en-US/investor-relations/analyst-coverage US$ Quote/ HLPPY : https://money.cnn.com/quote/forecast/forecast.html?symb=HLPPY
  18. Ten Year Downtrend in HK10... But now deeply oversold, along with China stocks HK10-etc: 10yr: 5yr: 3yr: 1yr: Ytd: 10d/ Last: $18.02 / hk2823= $17.51 = 102.9% HK10-etc: 10yr: 5yr: 3yr: 1yr: $18.02 HK10: 10yr: 5yr: 3yr: 1yr: 10d/ Last: $17.96 +0.42, +2.39%, yield: 4.39% HK101: 10yr: 5yr: 3yr: 1yr: 10d/ Last: $17.52 +0.32, +1.86%, yield: 4.39%
  19. At top of Downtrend - What next? If it can break above the Down channel, PSEI might move to 7,500 or even 8,000 if we see Hunter's melt-up in stocks. The move could be quick, if it comes PSEI: 10yr: 5yr: 3yr: 1yr: 10d / last: 6,915 - Testing resistance at 7,000 ==
  20. PSEI Valuation, PE Ratios / & the "2020 Starter Portfolio" "The 2020 Starter Portfolio" combined chart PSEI-etc ... fr. 2015: 2017: 2018 / 5yr: 2yr: 1yr: 6mo: 10d / 7,370 + GLO:1,889 / BPI-etc: 10d : 6mo: 5yr / Components - he mentioned these specific stocks to me, but this is not really "his" portfolio. I will call it this the "2020 Starter Portfolio": Sym. : Company-: 02/21: -High (xx’20): vs.High shsOS: MktCap: Pr/Bk: BkVal: PER : Yield : Div. : PSEI : PSEI Index: 7,370 : 9059: (01’18) : -18.7% : 000.M: P00.0B : ===== ==== : 15.0: 1.94% : p143. GLO. : Globe Tel. : 1,889 : 2702: (06’15) : -30.3% :133.M: P252.B : 317.% 0,596 : 11.5: 5.04%: p95.2 MBT : MetroBank 60.85 : 90.53 (01’18) : -32.8% : 4.50B: P274.B : 88.4% 68.83 : 10.2: 1.64%: p99.8 TEL. : PLDT Inc. : 1,025 : 3,422 (09’14) : -70.0% : 216.M: P221.B : 202.% 0,508 : 11.9: 7.02%: p72.0 SHLph P.Shell Pet: 28.95 : 79.35 (02’17) : -63.5% : 1.61B: P46.7B : 121.% 23.90 : 20.7: 10.4%: p3.00 Four Stocks ============================= : Aver. : P794.B : 182.% ==== : 13.6 : 6.03% ===== ====== Fritz Ocampo, Chief Investment Officer, Bdo Unibank Inc Last night, I heard a very interesting Talk by Fritz Ocampo. (Chief Investment Officer, BDO) Fritz is bullish on the PH economy, and on PH stocks for this year and beyond. He expects lower rates and more spending to push up growth in 2020, & bring PHP lower. In his view, Right now is the time for bargain hunting in Stock Market because of... two discounts: The "Duterte discount", and some global weakness from CoVid-19. Du-30’s term will not last much longer, and people with start to look past that soon. He also thinks the Virus with depress China’s growth rate, not eliminate growth completely. He expects China's growth rate for 2020 to be cut by roughly half, growing again in 2nd Half. PH will stand out as the fastest growing economy in the fastest growing part of the World. At some point, probably soon, international investors will rediscover PH, and the capital outflows from global investors will reverse to inflows. PE ratios will rise, and probably earnings too. Meantime the Historical support level for PE's just below 15:1 may hold. If these views are accurate, then the 7,000-7,200 level may be strong support for PSEI. CHART - PSEI is now near 15X EPS> "An area very likely to generate a bounce... Or a strong rally." Let’s see which. The PH market fell despite growth, because foreign money moved out. That may reverse soon. THIS PSEI Chart / All Data - highlights how important is the 7000-7200 Support level DATABANK - PSEI - PE RATIO The index has a base value of 1022.045 as of February 28, 1990. Mo.End : PSEI : PEratio : Earns. : Chg. annual : YrE.’95 : 2,594 : 18.860 : P137.5 : ========== YrE.’00 : 1,495 : 14.160 : P105.6 : -23.2/-4% pa YrE.’05 : 2,096 : 15.050 : P139.3 : +31.9/ 5.55% YrE.’10 : 4,201 : 14.031 : P299.4 : +115./ 15.5% YrE.’15 : 6,952 : 19.552 : P355.6 : +18.8/ 3.45% YrE.’16 : 6,841 : 17.371 : P393.8 : +10.7% p.a.: YrE.’17 : 8,558 : 21.228 : P403.1 : + 2.36% p.a.: YrE.’18 : 7,486 : 17.887 : P418.5 : + 3.82% p.a.: YrE.’19 : 7,815 : 16.062 : P486.6 : +16.3% p.a. : ===== Jan.19 : 8,007 : 19.118 : P418.8 : Feb.19 : 7,705 : 18.855 : P408.6 : Mar.19 : 7,921 : 19.404 : P408.2 : Jun.19 : 8,000 : 18.521 : P431.9 : Sep.19 : 7,779 : 16.667 : P466.7 : Dec.19 : 7,815 : 16.062 : P486.6 : +16.3% p.a. : Jan.20 : 7,201 : 14.737 : P488.6 : Feb.20 : 7,370e: 15.0 E : P490E : =====
  21. HOME KITS WORKED! In India INVESTIGATING the low Case rate in India... Look what helped: Home treatment kits in India (cheap kits) >
  22. COVID at HOME... Coping with possible virus > CDC source - Does this video go DEEP enough? We had a temporary minor scare in my household two days ago, And I woke up yesterday morning, thinking WHERE can I find this sort of information? The crisis is over for us. It was a false alarm. Thank God. Today I thought, why not start such a thread anyway, it might be useful for others. So here it is ===== IMPORTANT NOTE & Disclaimer: I AM NOT A MEDICAL PROFESSIONAL I am not able to provide medical advice. So if you think you see some here, please seek other guidance from professionally qualified people. ===== One of my big concerns is : What will happen at the hospital? We have heard two worrying things, you have a risk of contracting Covid if you visit the hospital and sit in a waiting room, or waiting area. Also the hospitals are very full, and so where will you go while awaiting test results? Quarantine areas are mostly full too, we heard, near us. We also heard that if you do not have breathing issues, they may send you home. So what to do, if you have a mild fever, or an occasional cough, or are sneezing? (If you have breathing issues, we can strongly recommend you visit your doctor ASAP. Or even if the cough or fever begins to get serious.)
  23. These ‘sound money’ assets will ‘come back with a vengeance’ – Lawrence Lepard CA:AGC / Amarillo Gold Corp ... 10yr: 5yr: 2yr: .. 10d/ last: $0.27 +0.025 +10% xx W. Lepard : Connections TONOGOLD RESOURCES, INC. RISE GOLD CORP. AMARILLO GOLD CORPORATION LUMINA GOLD CORP. G2 GOLDFIELDS INC. S2 MINERALS INC. LINCOLN VENTURES LTD. JAPAN GOLD CORP. SOUTHERN ARC MINERALS INC. FORTUNA SILVER MINES INC. BLACKROCK SILVER CORP. ATON RESOURCES INC. NORTHERN DYNASTY MINERALS LTD. WESTERN ATLAS RESOURCES INC. SOUTH ATLANTIC GOLD INC. CENTRAL AFRICAN GOLD INC.
  24. CA:AGC / Amarillo Gold Corp ... 10yr: 5yr: 2yr: .. 10d/ last: $0.27 xx
  25. GROY-etc ... 6mo: 10d / $5.33, gzz: $12.64 (237%, x% under 2.742). rzz: $28.50 (535%. y% under 5.903) Note: GZZ / RZZ = (2.1417 / 4.6110): 46.44% Share: Ratio : FxAdj: Peak : 09.13 = = = = = = = : 09.21 = = = = = = = : ==== : ==== : C$1.27: ==== : C$val: Actual: Disc. : C$1.28 C$val: Actual: Disc. : GROY: 1.000: 1.000 : $5.31 : $5.12: same : = = = : 1.000 : $5.33: same : = = = : rzz.v : 4.612: 5.857 : 31.10 : 29.99: 24.81 : -20.2% 5.903 : 31.46: 28.50: -9.41% gzz.v : 2.142: 2.720 : 14.44 : 13.92: 10.90 : -24.5% 2.742 : 14.61: 12.64: -13.5% Ratio : 46.4%: ==== : ==== : ==== : 43.9% : ==== : ==== : ==== : 44.4% : ===== xx
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