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Everything posted by drbubb

  1. drbubb

    Late August Watch-list

    Worth adding?? Etruscan (EET.t) ... update : buy below $3.00?? chart Eldorado Gold (ELD.t) ... update : chart
  2. drbubb

    Moonshot Metals

    at a minimum, i would expect 50% or more of that big gain to get retraced
  3. Here's a professionally managed fund... chart ... update : advfn thread An application has been granted for the original listing in the industrial category of up to 13,846,140 trust units and up to 6,923,070 trust unit purchase warrants of Canadian Income Management Trust, of which up to 6,923,070 trust units and up to 6,923,070 warrants will be issued and outstanding, and up to 6,923,070 trust units will be reserved for issuance upon completion of a public offering. Listing of the trust units and warrants will become effective at 5:01 p.m. on Monday, Feb. 20, 2006, in anticipation of the offering closing on Tuesday, Feb. 21, 2006. The trust units and warrants, other than those which have not been distributed to the public, will be posted for trading at the open on Feb. 21, 2006. Each warrant will entitle the holder to purchase one trust unit at $2.60 until Feb. 28, 2012. Canadian Income Management Inc. C$ Million (Maximum Offering) 7.0% Unsecured Subordinated Debentures Price: C$100.00 per Debenture - - Canadian Income Management Trust C$ Million (Maximum Offering) Trust Securities Price: C$2.00 per Trust Security - - Offered in Bundled Units of 1 Debenture and 15 Trust Securities Price: C$130 per Bundled Unit Minimum Purchase: C$3,250 (25 Bundled Units) NOTE: TSX Listing: An application will be made to list the Debentures, Trust Units, and Warrants on the TSX income trust universe billions...../ 1997 /1998 /1999/ 2000/ 2001 / 2002/ 2003/ 2004/ 2005/ market cap.. : 18. : 16. : 17. : 21. :. 29. :. 41 :. 76 : 114 : 172 : no. of funds : 51. : 57. : 58. : 52. :. 62. : 101 : 136 : 173 : 224 : ................ : As at Sept.30, 2005 ................... ## : MktCap .. Pct Industrial & Energy 50 : 16.7bn .. 9.7% Consumer Goods..... 74 : 24.7bn . 14.4% Utilities & Infra.. 13 : 13.9bn .. 8.1% Resources........... 7 : 10.3bn .. 6.0% Power.............. 13 :. 7.6bn .. 4.4% Total Com'l & Ind. 157 : 73.2bn . 42.5% Oil and Gas........ 37 : 76.6bn . 44.5% REITS.............. 30 : 22.5bn . 13.1% TOTAL............. 224 :172.3bn . 100.% = = = = = LINKS: Description ...... : http://www.stockwatch.com...?bid=B-526329-C:CNM... Sentry Select page : http://www.sentryselect.com/index.cfm?prod...ents&id=131 (Unaudited) Date NAVPU 13-Jul-2006.. $ 1.54 29-Jun-2006.. $ 1.52 23-Jun-2006.. $ 1.37 13-Apr-2006.. $ 1.77 06-Apr-2006.. $ 1.81 30-Mar-2006.. $ 1.88 = = = Check out the NAV before you invest
  4. Perhaps you can see why I rarely invest in Gold Bullion or Major Gold miners... The risk / reward on investing in Juniors has been far better, partly due to the discount-plus-warrants structure of placements. This is particularly true if: + You get your timing right (using technical indicators, and seasonality), + You do a reasonable job of stock selection (assessing management, and using some tested valuation techniques), and + You use reasonable risk control: taking some prudent profits when stocks are over-bought, and not putting all your eggs in too few baskets. Have I missed any tips, or trading secrets that others on GEI use?
  5. (from Hornet Renewables' comment): Solar stocks were down hard as rumours and worries about future growth prospects as well as talk of falling margins ballasted the solar market. The bell -wethers: QCells, Solarworld, Evergreen Solar and Conergy were all down by over 10%. Most of the problem was caused by the Spanish Energy Ministry which published a draft bill during the week which proposed reducing the feed in tariff for PV systems to €0.33 per kWh, down from €0.44. We believe that these changes have been largely misunderstood by the market and are of the opinion that they will not have a significant effect on the growth prospects in the Spanish markets as the resulting changes will still mean that solar projects will have yields of 30% or more. We used this softness as an opportunity to buy select names at good prices.
  6. "Six miles or so is an entirely feasible distance to commute by bicycle" Depends on the temperature and the terrain
  7. Looks like the OIL LOW is now in place That nice bounce in the Stochastic is a confirmation of sorts
  8. (Soon available in Uk, Europe) Renewable Capital to License Konarka's Dye-Sensitized Solar Cell Technology Relationship to focus on manufacturing scale-up in Europe and commercialization of Konarka's dye cell technology Lowell, Mass. and London, UK – July 31, 2006 – Konarka Technologies, Inc., an innovator i developing and commercializing Power Plastic™ that converts light to energy, and Renewable Capital Ltd, an investment firm that identifies and invests in renewable technologies, today announced the licensing and joint development of Konarka's dye-sensitized solar cell technology for large-scale production. The agreement will further the commercialization of Konarka's dye cell technology by bringing on large-scale production capabilities. Renewable Capital has committed resources, capital and equipment to their development activities. This includes the enlistment of services from Coatema, a world-renowned manufacturer of first-of-kind coating equipment. "This is a key milestone in that Renewable Capital's investment validates the progress we have made in the development of high volume manufacturing methods for the dye sensitized process," commented Howard Berke, chairman and CEO for Konarka. "The non-exclusive relationship with Renewable Capital will enable for the large-scale manufacturing production and scale-up of Konarka's dye-sensitized solar cell technology. With this partnership, we are continuing to execute on our strategy to partner with leading global companies." @: http://www.renewablecapital.co.uk/breaking...a_7_31_2006.pdf
  9. Does this presentation make sense to anyone? Or does it need the verbal descriptions that go with it? t-ln: 13.oc: 211 = = = Diamondfields Resources was one of the most successful Junior Explorers ever. A book has even been written about it... Big Score: Robert Friedland, Inco, and the Voisey's Bay Hustle by Jacquie Mcnish Edition: Hardcover Availability: This item is currently unavailable. // 6 used & new from $134.15 Bigger than Life, July 29, 2001 Tremendous read for anybody who has an interest in this sector, or for that matter good business books. Good insights on the tactics used in making a deal for a world class deposit (at least in a seller's market). I started yesterday morning and couldn't put it down all day. My wife did make me walk the dog, and I took a few trips to frig, but was so engrossed I finished it all yesterday. That's saying something because I usually only finish about a fourth of the books I start. 2/ How to turn caribou pasture into a cool $4 billion, March 6, 2006 Reviewer: P. Preston (San Francisco) - Simply captivating and better written than a Canadian mining story has any right to be. About how a gang of off-beat penny stock mining promoters (led by Robert Friedland, ex-hippie ... and one time school chum of Steve Jobs) took some of the world's largest mining companies on a dizzying auction for some desolate caribou pasture that just happened to contain some of the richest ore deposits ever discovered. Bob Friedland is the loadstar of the story: a vain and loathsome character but brilliant as an auctioneer of fear and greed as he escalates the bidding into the stratosphere. This book contains some valuable lessons for executives and the stock buying public. For executives: have your temperature checked regularly for "deal fever": walk away when the bidding gets too intense, you're probably overpaying. For the public: Beware of (a promoter's) inside tips that (are used) to prop up an overvalued stock - you need a dynamic impressario with a "good story" and some theatrical "props". Brings to mind certain Silicon Valley impressarios.... 3/ Fascinating book. A must read., January 11, 1999 Reviewer: A reader Fascinating book. I knew nothing about Newfouldland/Labrador or penny stocks but the characters, the land and all the business dealings fascinated me. I couldn't believe this was non-fiction. A must read. @: http://www.amazon.com/gp/product/customer-...155&s=books
  10. This Question was asked on HPC: "where to the chinese get their money from to buy their oil ?" = = = My Response: The Chinese have been recycling their huge trade surpluses to the US, by purchasing US Treasuries, and securities issued by Fannie Mae and Freddie Mac. This recycling operation can be thought of as: + A huge vendor-financing scheme, allowing US Consumers to keep buying their products, + Has helped to keep US rates down, and the dollar up, + Has meant that China has built up huge reserves of dollars, which they could use to buy oil for many years Right now, the Chinese are taking their big banks public in Hong kong, and on other global markets. Once these banks have brought their credit and credit card systems fully up to date: They will be able to provide "vendor finance" to their own people, and will ahve less need to finance consumers in the US This could be months away rather than years. In fact, there is evidence it has already started Note that, the Chinese have realised that it will be harder to get the US to "use their homes as ATMs" when US house prices were falling. So they have felt some urgency to get their banks restructured and refinanced before the Property slide started in the US. They have pulled it off, and the renminbi is starting to appreciate, and hit fresh highs this past week. - - (from another section): "Since the breakdown of Bretton Woods in the early 1970's and the end of the gold standard, the dollar has become the international reserve currency. The 20 years prior to 1970 international reserves increased only about 55%, but since 1970, with the adoption of the dollar standard, reserves have increased over 2,000%. This is primarily a result of US current account deficits, which last year ran about $600 billion - about 3% of GDP. Asian central banks hold about $2 trillion US dollar-denominated reserve assets. This surge in international reserves has created huge imbalances ...
  11. drbubb

    The BP thread

    There's often negative analysts commentary on/near important lows
  12. "proposal put forward a few months ago to move London's main airport from Heathrow to the Thames Gateway, and build a new suburb on the site of Heathrow (complete with excellent transport links)." Visionary stuff- i like it Could be great if they built along New Urban-ist lines see: http://www.newurbannews.com/indexbody.html http://www.newurbanism.org/ :: "The revival of our lost art of place-making, it is essentially a re-ordering of the built environment into the form of complete towns. New Urbanism promotes these ideals..." = = = Some great charts on that link, Stobar Here's one: http://www.eia.doe.gov/pub/oil_gas/petrole...ply/figure3.jpg
  13. " The capital costs of modern railways are WAY higher than in the 19th century." Land values are way higher too. I believe that this grant of land development rights, has been one of the secrets of success of the MTR in Hong Kong, which has built more mass transit rail lines to once-remote locations, like Lantau Island. This is a formerly sparsely-populated island, which now includes: + A large international airport (that I can see outside my window) + Hong kond Disneyland, which is two MTR stops away + A new, and attractively designed city of high rises on the coast To me, this seems a model of what could be done around a new airport development somewhere in the UK. Many of these new airports are remote, outside the major cities. If you take the land beyond the new airport, it is still cheap and underdeveloped. You could built New Urban areas along a new subway line, where the force driving the development would be a combination of intelligent design, and property development speculation Takes vision, and leadership, which is sorely lacking. Anyone know Richard Branson?
  14. excerpt: Bank of France blamed for gold sell off By Ambrose Evans-Pritchard (Filed: 05/10/2006) Central banks may have dumped far more gold on the markets over the last three weeks than officially reported, accounting for the sudden plunge in prices that has stunned investors. Barclays Capital said Europe's banks had sold an extra 100 tonnes from reserves in a rush to meet a quota deadline on September 26, but had done so by selling through forward contracts that disguised the effect. advertisement"We have been able to infer this from trading patterns. It has had a major impact on the markets," said Costanza Jacazio, the bank's gold expert. Barclays is one of the world's three top bullion traders. "We suspect that the Banque de France has been involved," she said. The huge sales would help explain why gold's brutal fall from $640 an ounce in early September to $559 this week, an effect compounded in recent days by hedge fund liquidation. It was up slightly yesterday at $569.75 in New York trading. = = IRONIC, IF TRUE ...since it was France's buying decades ago which helped to trigger the rush to $850 in 1979-80
  15. (i received this from GFMS): As forecast in mid-September's Gold Survey Update 1, sales by the signatories to the Central Bank Gold Agreement (CBGA) ended up far short of their annual 500 tonne quota at just 393 tonnes. This confounds market speculation during much of September that there had been a last minute rush to sell gold before the end of the second Agreement year (on 26th September) and that this was responsible for the period's price weakness. Looking ahead, GFMS also see little reason to alter their belief that sales under the remainder of the Agreement are unlikely to reach quota either on an annual basis or for the full five year Agreement period. We are perhaps on the threshold of an era of more moderate net official sector selling. A detailed press release has been attached. If you have any further questions, please contact GFMS on +44 (0) 20 7478 1777 = = SO WHO were the sellers? i suppose it was hedge funds, who had stops at/near $600
  16. at the moment, gold traders are taking their cues from the oil market (and maybe some middle eastern oil wealth is doing so too) it is not always the case
  17. I think you should consider seeking some academic grants, through universities, etc. When i spoke with Prof. Perlmutter, his opinion was that this work is still highly theoretical, way too soon for practical business applications and investors You may find top Universities, even those in China- which are beginning to get some good funding, more responsive than investors and venture capitalists. It is very hard to find investors with more than a 2-3 year time span Prof.Perlmutter spent years struggling to get access to telescopes. Now that he has started winning prizes and renown, he is pushing for big projects, like a new tlescope to replace Hubble. But this is slow work, and takes good politicing, and loads of patience. If you started with something smaller, it may be easier to make some near-term progress = = THIS WEBSITE, and the contacts and conversations that it is fostering represents a very real way that i have found to advance my own agenda of alternative-energy-as-a-pathway-towards-peace-and-prosperity.
  18. these expire in 2009, i believe, so you have plenty of time to learn they are like options, they give you the right- but not the obligation- to buy stock at a fixed price. Since you got them free, they are like have some upside without risk. No need to exercise early, you can hold them until they are in the money (assuming they get there), and you are ready to sell the stock
  19. they don't need subsidy, provided the builders get some cheap land, and development rights alongside this is how they built the railways in the us over a century ago
  20. drbubb

    Jinshan Gold Mines (JIN.v)

    JINshan's Charts : Weekly : Daily : 15min./10day If Jinshan were quoted in Hongkong, what would it be worth? Not a completely fair comparison, because JIN is not yet in production. And both the major Chinese gold mining companies were producing when they were quoted in Hong kong. However, once production starts in early 2007, it will be a relevant and interesting question. Thus, some comparisons are in order: COMPARE CHARTS: All three, since early January 2006: 2899=Zijin / 3330=Lingbao ... update : to Oct.24 : intraday-10d COMPARE STATISTICS updated, now in first post
  21. OIL seems to be the key here: 1/ If it drops another $3-5, it may drag gold down to support at/ near $550, 2/ If it holds, and bounces from yesterday's low, we may be seeing the Gold lows too Gold shares (so far) seem to be telling us that we are seeing 2/, above
  22. MM, The world needs alternative energy sources. And soon, before we kill each other fighting over fossil fuels
  23. "They're just plonked down outside existing towns and so everyone pretty much relies on the car to get to/from." getting people OUT OF CARS and into quality street life, and effective mass transport will be a big theme of the future
  24. HISTORY OF SUBURBIA ====== Here, in a typical North American suburb, life seems to carrying on much as it has for the past fifty years. With every passing year, more and more streets like this one replace farmers?fields. As more and more people come here for their share of the good life. History, however, has proven itself indifferent to people hopes and dreams for a better life, even the best of intentions have often not been enough to avoid calamity. And suburbia began with the best of intentions. The dream of the suburbs was the antidote to city life, and, in particular, the life of the industrial city and the industrial town. And the antidote was going to be country living for everybody. And the suburbs was a way of delivering that to the masses. (Music) The industrial city and the industrial town were really things that had never been seen before. You know, they were new. Human beings didn have experience with them and with all the terrible things that they produced. So, you know, the towns and cities of North America grew up in tandem with the industrial processes and were very much products of industrialism. And what happens pretty early in the process, by the mid 19th century, is that the industrial city becomes a fairly horrible place. There all this noise and effluence and pollution and stenches and all these terrible byproducts of factories and people don want to live around that stuff anymore. And then you get the additional problems of, you know, you need armies of workers to toil in these factories which are assuming increasingly immense scale. The quarters they live in end up being these vast tenement slums. You know this idea establishes itself I think in the collective consciousness of all of us North Americans that the city is not really a very good place to live. And what is the alternative? Well, there the city and there the country. Certainly the first suburbs in the late 19th century enabled the better off upper-middle class to get away from these moiling and toiling workers and all their vulgar worker culture of the cities. In the 1870s and 80s and 90s, you get the first template, which is the suburb based on the idea of the manor in a park, the estate in a park. And these are subdivisions like Llewellyn Park in New Jersey and Riverside nine miles outside the Chicago Loop, which are basically large Victorian villas, deployed in a park-like setting. You know, in the beginning there must have been elements of it that were lovely, because the first people who were moving out there were pretty well-off. And they were moving to real countryside, there were no K-Marts in 1897. Then in the late 19th, early 20th century before World War I, you get something quite different, you get the street car suburb, which is based on this idea of the street car lines, now leaving the city and these new suburbs which are still fairly civic in their physical design. There were these stops and each one of these stops created a beautiful little Main Street, smaller higher-density housing, cottages, bungalows nearby, all very walkable in the most traditional sense. And they are some of the most wonderful neighborhoods in America, theye just outside the central cities. Then what happens is in the 1920s is that you get the mass motoring, democratization of suburbia and that results in the boom of the 1920s, largely based on creating these automobile suburbs and all their furnishings and accessories. And that project is interrupted by the Great Depression and the Second World War. No sir, all this can keep a fellow from putting down his ideas. Something is going to add up here. His own air-conditioned castle with a deep breeze, a cooler for beer, a great big lawn where Pet and Bugsy will welcome him home. The Veterans?Emergency Housing Program is launched to help solve the housing emergency in hundreds of cities. The target: 2,700,000 homes and apartments started by the end of 1947. This is the payoff to our soldiers who fought in World War II. You get to come home; you don have to live in a city anymore; you can live in a brand new home in the suburbs and youe going to have a wife who can stay at home and a family and that the payoff and that became a packaged American Dream. But it only a post World War II American Dream, it not the true American Dream of anybody can make it. Almost overnight, suburbia was born. A half million homes sprouting over the country in 1946. Nearly a million in 1947, a million in 1948, still more in 1949, 1950. The empty farmlands, the quiet towns and villages surrounding the city found themselves in the midst of a roaring housing boom. You get the full, real elaboration of the automobile suburb based on the idea of the cul-de-sac subdivision and that becomes the template for how wee going to build things. This is the only part of the world at that time where plumbers and pipefitters and sheetrock hangers can own their own home. The middle class is going to go basically from the wino level clear up to the doctors and the dentists. And everybody will be included. . . . One of the things that happens is that suburbia ends up being a false promise. The post-war suburbia is not what it promises to be, it not country living, it a cartoon of country living and a cartoon of a house. You know, it has none of the real amenities of country life. No connection with real, organic systems of other living things. Rivers, forests, fields, agriculture, none of that, you just get a lawn, which is an industrial produced artifact. So it has none of the amenities of country life and it has none of the amenities of the town. In effect, it has all the disadvantages of both. You know, all you really have is a six lane highway. ..MORE: http://www.globalpublicmedia.com/transcripts/231