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drbubb

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  1. GZZ / Golden Valley... update: RZZ : C$9.40 +0.03 C$11.76 / 2.1417= C$5.49 GROY / 1.270= US$4.32 : C$11.76 x (4.12 /4.32) = C$11.22 ... /186%= C$6.32 GOLD ROYALTY, ABITIBI ROYALTIES & GOLDEN VALLEY TO COMBINE ...TO CREATE A LEADING GROWTH AND AMERICAS-FOCUSED PRECIOUS METALS ROYALTY COMPANY Gold Royalty Corp., Abitibi Royalties Inc., and Golden Valley Mines and Royalties Ltd. have entered into definitive agreements dated Sept. 6, 2021, pursuant to which Gold Royalty will acquire all of the issued and outstanding common shares of each of Abitibi Royalties and Golden Valley by way of statutory plans of arrangement. Under the terms of the arrangement with Golden Valley, which was negotiated at arm's length, each holder of the common shares of Golden Valley will receive 2.1417 Gold Royalty shares for each Golden Valley share held. Such share exchange ratio implies consideration of $11.76 per Golden Valley share and a premium of approximately 86 per cent to Golden Valley shareholders based on the 20-day volume-weighted average price of the Gold Royalty shares and Golden Valley shares ended on Sept. 3, 2021. The consideration for the Golden Valley shares reflects Golden Valley's ownership in Abitibi Royalties plus the additional value of its other assets. Glenn Mullan, chief executive officer, president and chairman of Golden Valley, who will be joining GRC's board of directors on completion of the transactions, commented: "This is a great outcome for Golden Valley shareholders. The transaction provides an immediate and compelling premium for our shareholders and the opportunity to continue to participate in the continued growth of what is a world-class asset portfolio. Having considered the landscape, we are convinced that Gold Royalty is the best fit among the peer group of royalty companies to take over stewardship of our assets, and I am particularly excited to be joining the Gold Royalty board at closing and to work with the Gold Royalty management team to execute on the growth strategy." . . . At closing, existing Gold Royalty, Abitibi Royalties (excluding Golden Valley's ownership in Abitibi Royalties) and Golden Valley shareholders will own approximately 54 per cent, 23 per cent and 23 per cent, respectively, of Gold Royalty after giving effect to the arrangement on a fully diluted and in-the-money basis. Transaction highlights: Balanced portfolio with 191 royalties across cash-flowing, development and exploration assets (see attached table) -- well-balanced, diversified and peer-leading portfolio of royalties with current cash flow generation and further growth potential, including: Cash flowing -- six royalties owned on operating mines with additional immediate cash generation potential from current investments; Near-term cash flow -- royalties in production expected to more than double, with seven mines currently under development based on the respective operators' disclosed plans; Development -- 14 feasibility-stage/PEA-stage (preliminary economic assessment) royalties and 15 resource-stage royalties; Exploration -- 12 key exploration royalties and 137 early-stage exploration royalties; Cornerstone royalty on a portion of Canada's largest gold mine, Canadian Malartic -- coveted exposure to portions of Canada's largest producing gold mine, Canadian Malartic; with significant resource and reserve estimates, premier operators, and a multidecade mine life, Canadian Malartic is widely regarded as a world-class mine; the Odyssey underground mine will become a significant cash flow generator for the combined company; Multiple avenues for expected growth (cash flow, exploration and royalty generator model) -- royalty portfolio expected to drive year-over-year cash flow growth; GRC to leverage unique royalty generator model with a record of success at Ely Gold and Golden Valley to facilitate organic growth; Premier operating partners with Americas focus (concentration in Nevada and Quebec) -- increased diversity of the combined company's mining operators, with over 15 key operators ranging in scale from senior gold mining companies to junior developers and concentrated in premier jurisdictions such as Nevada and Quebec; Strong balance sheet and no debt -- the combined company is expected to have $47-million in cash and marketable securities and no debt; Experienced management team with record of creating value -- with a balance of technical and capital markets experience, GRC will continue to be led by a highly credible and established management team with a record of creating value and sourcing accretive transactions; Path to rerate through increased scale, asset quality and precious metal focus -- potential share price rerate through increased operating scale, royalty portfolio diversification, capital markets presence, increased trading liquidity and greater support from institutional investors. > https://www.stockwatch.com/News/Item/Z-C!GZZ-3136859/C/GZZ
  2. GROY etc ... update: US$4.12 ... x1.27= C$5.23 -0.01 (- C$0.00, 0.00% fall in 2 days) GZZ: C$9.40 (+C$2.32, +32.8%, 2d) x2.14xGROY= C$11.19, +19.1% / RZZ: C$21.00, 4.61xGROY= $23.60, +23.8% RZZ: C$21.00, 4.61xGROY= $23.60, +23.8% Streamers Gold Royalty, Abitibi Royalties and Golden Valley to combine Gold Royalty (NYSE American: GROY), Abitibi Royalties (TSXV: RZZ) (OTC PINK: ATBYF) and Golden Valley Mines and Royalties (TSXV: GZZ) (OTCQX: GLVMF) announced today that they were combining. Abitibi Royalties will receive 4.6119 Gold Royalty common shares for each Abitibi Royalties share. Golden Valley will receive 2.1417 Gold Royalty Shares. Abitibi will see a 22% premium and Golden Valley will see an 86% premium based on 20-day volume weighted average price of their respective stocks. After the completion of the deal, Gold Royalty "...will continue to be led by a highly credible and established management team with a track record of creating value and sourcing accretive transactions," according to the news release announcing the deal. CEO of Gold Royalty is former Goldcorp head, David Garofalo. > https://www.kitco.com/news/2021-09-07/Gold-Royalty-Abitibi-Royalties-and-Golden-Valley-to-combine.html
  3. This is from the UNZ review? Good. Ron Unz is a respected Truth teller. So is PCR (Paul Craig Roberts)... The Powerful Case Against Covid MRNA Vaccine Paul Craig Roberts • September 7, 2021 • 2,200 Words THE BIG PHARMA SHILLS Fauci: “a pandemic of the unvaccinated” Walensky: “a pandemic of the unvaccinated” German Health Minister: “a pandemic of the unvaccinated” https://www.rt.com/news/533820-germany-covid19-vaccine-pandemic/ Notice how the shills speak identical words on cue every day. There are two reasons for Covid infections. One is the mRNA vaccine which spreads Covid. The other is the refusal of the Western medical establishment to prevent and treat Covid with HCQ or Ivermectin. The massive outbreak of new Covid cases in the most vaccinated countries–Israel 84%, Iceland 95%, Gibraltar 99%–has made it completely clear that the mRNA vaccine does not protect against Covid infection. Fauci, a life-long shill for Big Pharma, is delighted. His solution to the failure of the “vaccine” (it is not a vaccine) is more vaccine. Booster shots are needed, he says, every 5 to 8 months to keep Covid at bay. In other words profits forever for Big Pharma. > https://www.unz.com/proberts/the-powerful-case-against-covid-mrna-vaccine/
  4. MIMI's BIG DEBTS ! MIMI share price: update: MIMI has taken on a shocking amount of debt - seemingly from acquisitions Current portion of debt note 9 ; 6/30/21: $ 13,627,699 previous: 6,170,033 They now have a JUNK balance sheet, loaded up with Intangibles and Goodwill And over 52 Million shares outstanding, so Q2 earnings of over $500K, is only 1 cent of EPS > Financials: https://mimisrock.com/mimi_investors/
  5. FOUR Stock Tips (was 3) - Just for Fun Been talking about these two, with a friend, new to stock investing... DHX Media -vs- SWN/ Southwestern Energy ... 5-yrs / Last: $1.50 : x1.61: $. 2.42 Compare Prices Date == : - DHX- : x ratio - SWN- : - USO-: s/uso : NGx100: s/ngas: - BTU- : -Mimi-: 10/14/14 : $ 7.90 : x4.19: $33.10 : $30.85 : 107.% : $11.50: 288.% : - n/a - : 12/31/15 : $ 8.48 : x.838: $ 7.11 : $11.00 : 64.6% : $ 4.94 : 144.% : - n/a - : 12/30/16 : $ 7.06 : x1.53: $10.82 : $11.72 : 92.3% : $ 5.48 : 197.% : - n/a - : 12/29/17 : $ 4.50 : x1.24: $ 5.58 : $12.01 : 46.5% : $ 3.41 : 164.% : $39.37: - n/a - : 12/31/18 : $2.24 : x1.52: $ 3.41 : $ 9.66 : 35.3% : $. 3.51 : 97.2% : $30.48: - n/a - : 2019Low : $1.34 : x1.16: $ 1.56. : $ 9.23 : 16.9% : $ 2.08 : 75.0% : $ 8.65: $0.295 : 12/18/19 : $1.50 : x1.61: $. 2.42 : $12.78 : 18.9% : $ 2.16 : 112.% : $ 9.65: $0.330 : ==== Add: MIMI.v & BTU ... from. 1/2016 : 6/2017 : YTD: 10d/ MIMI: 0.30. BTU: $ 9.04 : 6/2017 : 10d/ : 10d/ DHX.t: $1.50, Mimi.v: $0.30, SWN: $2.30, BTU: $9.04 ==== QUESTIONS were asked .... 1. Please show me 5- 10 year stock charts on both. (see above) 2. Why have prices fallen so far? 3. Are these companies profitable? 4. What might cause them to turnaround? 5. Why do you prefer one to the other now? 6. What happens if the one I choose goes down? 7. What happens if the one I choose goes up? THIS might be enough for you to make a decision THEN, think whether you might want to ask you son’s help in looking at the Snoopy trailer
  6. Failed at resistance level GOLD vs. UGL, GDX. 6mo: fr.1.12.21: Ugl-1.12: 10d/ Resistance: UGL: $61, GDX: $33.5 (55%) GOLD: $20.5 (33.6%) Gold: $19.85, -0.45, -2.22%, UGL: 58.23 -2.38, -3.93% ; Ratio: 34.1% : Ugl-1.12: 10d / Ratio: 34.1%: Gold: $19.85/ UGL: 58.23
  7. Intelligent conversation with Filmmaker James Fox (The Phenomenon) ... Gets better as it goes. They share and admiration of Edgar Mitchell (Fox seems to know nothing of the connection of Trump's uncle with Tesla) "Are We Sharing Our World With an UNKNOWN OTHER?" - Paul Wallis & James Fox "The Phenomenon" 11/2020
  8. The ALIEN Gene & our Endless Wars We need powerful intention to change the Movie THE BRILLIANT DR RAM talks the power of intention and how it can be used to change the world, and even End Wars. Dr RAM#4: Changing The Movie : Away from Endless War (SKIP the first minute.) The Alien Gene and our Endless wars Changing the movie requires Pure intention. We can look at this microscopically. Intention changes water (in the EZ zone) And can even change the world, Powerful thought forms take shape in the water And then spill over into the world. >
  9. Buying gold shares might work in PHL too. APX.ph / Apex Mining .... 5yr: 2yr: 1yr: 10d / last P 1.51 APX. 5yr: ==
  10. Is Gold About to Launch Into a Big Bull Market or Is This a Fake Out? Where we look at short- and intermediate- and long-term price and momentum indicators along with volume profile to determine if the charts are bullish or bearish across the board equity and bond market to help prepare you for the trading week ahead.
  11. "WE ARE ALREADY IN THE ABYSS, trying to claw back out of it." Mark Levin talks about his book, American Marxism Life, Liberty & Levin 9/5/21 | > Pete H: "This could be the beginning of a Movement" TWO GROUPS are attracted to Marx: + those who do not want to take responsibility for their lives, and want to live off the Grievances, and + those who seek POWER thru imposing Marxism
  12. SOCIALISM: its Failures. Media & University complicity The market economy has brought West is prosperity, If it is replaced by something else, the prosperity will be endangered "SOCIALISTS ... Do NOT know how to Create wealth, only how to Redistribute & Destroy wealth" -  DrBubb, see below Kimberley Strassel | The Resurgence of Socialism Today The idea of socialism is ancient. Organized socialist movements took form in Europe in the nineteenth century, and socialism emerged as a dominant political ideology in many places around the world by the twentieth century. This second CCA of the 2019-2020 academic year, co-sponsored by the Ludwig von Mises Lecture Series, will consider socialism, its practice over time, and its resurgence today. = "MEDIA, we have to Kill it... when it fails us"
  13. Q & A: What to Buy Now? Q: Your knowledge of the market and charts seems unusually Good But interesting. Should I buy GDX? A: Maybe calls on GDX (or Gold stocks like Barrick, whose calls I have been buying recently), Or swap some other (tech or large Cap) stocks into GDX. BTW, Mark Mobius is now recommending 10% exposure to Gold, away from stocks.... xx
  14. ZODIAC Cycle. 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.
  15. GCM Ready to Roll... again? GCM.t... update: 10d / Last: $4.87
  16. "Humanoids are scattered across the Galaxy" Very tall, Gerry Wills believes he has alien DNA, and claims to have traveled by spacecraft and also accessed a Stargate September 1, 2021 - Is There A Doorway Between Universes Near Lake Titicaca, Peru? xx
  17. "The BUG"* is at the Top of the pyramid, according to Clif High LISTEN for 1-2 mins/ Starting at 36min in. Waiter, there is a bug in my woo - Explorers' Guide to SciFi World https://www.bitchute.com/video/bucqcnvXTYvD/ He's so right about how we are being engineered to be weak, by destroying strong Male role models. "Estrogen dominance is not feminity, it is something like authoritarian evil.:" Look at how Harris and AOC dominate Biden *By The Bug, I believe he means a Mantis-like Life form - Or is it Covid. haha Mantis Beings - Excerpts from three interviews "A period of DEPOPULATION lies ahead" - according to comments on the 2014 Video about the Agenda of the Mantis Beings
  18. Stocks PEAKING? Or Set for "spikey" Breakout? SPY etc ... update: 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. Forecast from Sep. 2nd: 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 — 16.31 : 13.34 > 35.00, +162.% ==== * My own forecast, based on Hunter’s% Ratio: GDX to SPY: "Normal range" seems to be 9%, +/- 2%. Now 7.35% GDX vs. SPY, GLD ... 2016: Timing : GDX : GLD : SPY : gd/S r: gd/G r: Spy/G Ye2004: 00.00: $43.80: 120.87: ??.0%: ??.0%: r2.?? Ye2005: 00.00: $51.58: 124.51: ??.0%: ??.0%: r2.41 Ye2006: 39.91: $63.21: 141.62: Ye2007: 45.83: $82.46: 146.21: 31.3%: 55.6%: r1.77 Ye2008: 33.88: $86.52: 90.24: Ye2009: 46.21: 107.31: 111.44: Ye2010: 61.47: 138.72: 125.75: 48.9%: 44.3%: 90.6% Ye2011: 51.43: 151.99: 125.50: Ye2012: 46.39: 162.02: 142.42: Ye2013: 21.13: 116.12: 184.69: Ye2014: 18.38: 113.58: 205.54: 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 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 =====
  19. AUG.: Relative Performance YTD > +18.2% vs. -1.7%= +19.9% better Index : 12/31/19: 12/31/ : 6/30 : 7/31 : 8/31 : Aug. : % YTD SPX —: 3,230.8 : 3,756.1 : 4,297.5: 4,395.3: 4,522.7: +2.90%: +20.4% PSEI - : 7,815.3 : 7,139.7 : 6,901.9: 6,270.3: 6,785.9: +8.22%: - 4.96% GDXJ. : $42.26 : $54.24 : $46.75: $45.83: $43.11: - 5.94%: - 20.5% 3indices ======: ======: - 2.96%: - 2.95%: +1.73%: ====== -1.69% GLD. : 142.90 : 178.36 : 165.63 : 169.82 : 169.69: - 0.08%: - 4.86% Gdxj/Gld: 29.6% : 30.4 % : 28.2% : 27.0% : 25.4% : ====== Phl.pt. : 113,750: 147,175: 151,752 150,084: 148.174: - 1.27%: +0.68%: Can.pt : $1,300 : $3,170 : $4,041 : $3,996 : $4,212 : +5.41%: +32.9%: 2.portf :161,720: 266,747: 310,967 309,724: 315,390: +1.83%: +18.2% vs COST, & YTD: +64.9% / +16.6%: +16.1% : +18.2% : The two portfolios were started at P 161,720 combined value in Q1 2020, : 2021 Mentee Portfolios, up 1.83% in Aug. And +95% higher in 17 mos , +18.2% YTD ===: CAN : Ph.Eqv: PHL.port : Both / : month : >start : J’21 : 3,259: 122.6k + 145,122 : 267.7 /: +0.37%: 65.6% Feb : 3,613: 139.0k +145,975 : 285.0k/: +6.46%: 76.3% Mar : 4,423: 171.7k +143,056 : 314.8k/: +10.5%: 94.7% Apr : 4,728: 185.4k +150.171 : 335.6k/: +6.61%: 107.5% May: 4,753: 188.2k +150,721 : 338.9k/: +0.99%: 109.6 % Jun : 4,041: 159.2k +151,752 : 311.0k/: - 8.25%: 92.3% Jul. : 3,996: 159.6k +150,721 : 309.7k/: - 0.42%: 91.5% Aug : 4,212: 167.2k +151,752 : 315.4k/: +1.83%: 95.1% === : ==== : ==== ==Start=> 161.7k AUG.: Relative Performance % YTD: Mentee +18.2% vs. -1.7%, 3 Indices i.e. +19.9% better for Mentee in 2021 ! Index : 12/31/19: 12/31/ : 8/31 : Aug. : % YTD SPX —: 3,230.8 : 3,756.1 : 4,522.7: +2.90%: +20.4% PSEI - : 7,815.3 : 7,139.7 : 6,785.9: +8.22%: - 4.96% GDXJ. : $42.26 : $54.24 : $43.11: - 5.94%: - 20.5% 3indices ======: ======: +1.73%: ====== -1.69% GLD. : 142.90 : 178.36 : 169.69: - 0.08%: - 4.86% Gdxj/Gld: 29.6% : 30.4 % : 27.0% : 25.4% : ====== Phl.pt. : 113,750: 147,175: 148.174: - 1.27%: +0.68%: Can.pt : $1,300 : $3,170 : $4,212 : +5.41%: +32.9%: 2.portf :161,720: 266,747 315,390: +1.83%: +18.2% vs COST, & YTD: +64.9% /  Bouncing back from JUNE -8.23% drop . High point t End May was 209% of Starting value, now 195%
  20. CAN Portfolio: August 31st, Up +4.75% PortC. : # shs: C.Cost: price: strike: Net: $Value: Profit: Chg.: CASH : $ 00: $. 00: $1.00: 0.00: $1.00: $ 0: Emr.wt 10,000: $ 50: 0.055: $0.08: estTV: $  50: $ 0: MCI.wt 1,500: $ 000: 0.200: $0.35: 0.000: $ 0: $ 0: SMD : 6,400: $ 2496: 0.320: $0.00: 0.320: 2,048: (448): unch. WM : 3,000: $ 2280: 0.600: $0.00: 0.620: 1,860: (420): +120 Proj.: P75,000: $ 1900: 39.47 $0.00: 39.70: 1,889: ( 11): Proj.: P20,000: $ 504: 39.70 $0.00: 39.70: 504: ( 00): ============ $ 7230: = TotalAssets => $6351: ( 879) Loan C 0.5%/m.( 1900) ======: - 06 - 010: (1916) ( 16) > combine $630+1270 Loan C 0.5%/m ( 215) ======: - 07 - 001: ( 223) ( 08): > Loan reduced by C$46 Loan C 0.5%/m.( 000) ========= : - 000: ( 000) ( 00): > reduced by C$xxx ===== Total :: $ 5,115 ======== : 08/31: $4,212: (903) NAV=Realised +$3815* -Unrealized Loss: ($903): +2,912: $1300, +224.0% = C$4,212 > x39.70= Php 167,216, was 159,640 (end of July): +4.75% Combined value of P315,390 is back above the End July value of P300,000; End June value of P310,967 Changes in August: + Sold VG & VG wts for C$1,104 total, with C$704 gains + P25K / C$630 invested in Project, and C$474 repaid + Sold EMR, 10K shares for C$550, “breakeven” because: + C$50 allocated to “cost” of EMR $0.08 warrants + P20K / C$504 invested in Project, and C$46 repaid: $261-46=$215 + Loans of C$630, C$1270 consolidated into one C$1900 Loan + Interest of C$10 + C$1 allocated to two loans
  21. End AUG. levels - PHL portfolio / P120k Zero interest loan. Finances a "Family Project" Portf. : # shs : Aver. : P. Cost : price : MktVal.: Profit: at 8.31.21 AREIT: IPO@: 27.00: prev. : P36.80: 0,000: still monitoring RL-CR: IPO@: P7.31? prev. : P?????: 0,000: start monitoring APX: 1,000: 1.653: 1,653: P1.490: 1,490: ( P163)  RCI: 25,000: 1.238: 30,940: P0.900: 22,500: (8,440) =====> Total : === : P32,593: ==== : P23,990: (8,603) :Adjust: (reserve for selling costs) = ( 250): ( 250) : 0.965% :Adjusted Value of Stock Portfolio= P23,740: (8,853): + LOAN Family project, 0% int.: P120,000: Cash incl/Realized profits, 5,000 : P. 302 : Addback DIVs - New investment : P 4,132: 5,282 Div + (1,150 Net) Cash + Mkt. Value : End Aug. : P148,174: vs. 150,084 end July / -1.27% / Note: Cash at 7.31.21: P 302  ====
  22. UPDATE SMD-etc ... update : Can.Port / Last: 0.320 x 106.8 shs = C$ 34 M About Strategic Metals Ltd. Strategic is a project generator with 11 royalty interests, 8 projects under option to others, and a portfolio of more than 100 wholly owned projects that are the product of over 50 years of focussed exploration and research by a team with a track record of major discoveries. Projects available for option, joint venture or sale include drill-confirmed prospects and drill-ready targets with high-grade surface showings and/or geochemical anomalies and geophysical features that resemble those at nearby deposits. Strategic has a current cash position of over $8 million and large shareholdings in a number of active mineral exploration companies including 38.5% of GGL Resources Corp., 33.5% of Rockhaven Resources Ltd., 19.6% of Honey Badger Silver Inc., 19.2% of Precipitate Gold Corp. and 18.1% of Silver Range Resources Ltd. All of these companies are well funded and are engaged in promising exploration projects. Strategic also owns 21.9% of Terra CO2 Technologies Holdings Inc., a private Delaware corporation which recently completed a US$9.2 million financing to advance its environmentally-friendly, cost-effective alternative to Portland cement. The current value of Strategic's stock portfolio, excluding Broden is approximately $21 million.
  23. Strategic Metals is diversified & stuffed with value SMD ... from Jan. 2018: 1/2019: 1yr: 6mo: 10d/ Last $0.44 on 5.21.21. ... versus Book Value of $0.54 (-19% discount) SMD vs. Four Key holdings ... from Jan.2020: w/silver: 10d / Last: $0.41, GGL: $0.30, RK: $0.165, PRG: $0.205 Chart : from Oct.2020: w/SNG: 10d/ Last: 0.395 / RK: $0.135 = Ratio: r2.92 UPDATING The Multiple company charts .. as of 4.15.21 SMD, RK, etc Chart : from Oct.2020: w/SNG: 10d:: RK: $0.140 / SMD: 0.465 = R/S Ratio: r30.1% R/S Ratio: 30.1%: RK: $0.140 / SMD: 0.465 - that's 73.7% of RK's Book Value of $0.19, SMD: is 91.2% of $0.51 BV == SMD vs. Three Key holdings: atc, prg, rk ... from Jan.2020: w/SLV Investment Portfolio of SMD, w/o their own Gold property, & w/o their Royalties Sym : Company : Price: ShsOwn : MkCap : %Own: %S'MV RK. : Rockhaven: $.165: 69,770k $11,512k: 33.5%: 26.3% > R/S: 40.2% x65%= 26.3% / S/R: r2.48 GGL : GGL Res. : $.300: 16,075k: $ 4,823k: 38.9% : 11.0% PRG : Precip. Gd : $.210: 20,391k: $ 4,282k: 19.2% : 9.79% SNG : Silver Ran. : $.280: 15,264k: $ 4,274k: 18.7% : 9.77% Priv. : Terra CO2 : $0.28: 15,000k: $ 4,200K: 21.9% : 9.61% 5 co : =========: ==== : ===== : $ 29.1M : =====: 66.6%: TUF : HoneyBadg,: $.110: 23,500k $ 2,585k: new 2.11 deal ATC : ATAC Res. : $.180 : 3,900k: $ 702k : TG. : Trifecta Gd.: $.075 : 4,906k: $ 368k : SDC : Solidus Gd.: $.120 : 1,000k: $ 120k : ADG : Arcus Dev'l : $.035 : 3,133k: $ 110k : 5 co : ========= : ==== : ===== : $ 3,883k : =====: 8.9% 10 + : Other co’s : est. total value : $ 500k : Total: Share’Own : xx co’s: ===== : $33.5 M : ==== > 76.6% Cash: Per Presentation. : Cash : $. 9.0 M : ===== 20.6% SMD: Strategic M: $0.41 : 106.7M: $43.7 M : =====. 100% ==== > SMD Presentation: March 2021: YHOO Fin. Bk.Value: $0.51 > News: https://www.strategicmetalsltd.com/news/2021
  24. x x About Strategic Metals Ltd. Strategic is a project generator with 11 royalty interests, 8 projects under option to others, and a portfolio of more than 100 wholly owned projects that are the product of over 50 years of focussed exploration and research by a team with a track record of major discoveries. Projects available for option, joint venture or sale include drill-confirmed prospects and drill-ready targets with high-grade surface showings and/or geochemical anomalies and geophysical features that resemble those at nearby deposits. Strategic has a current cash position of over $8 million and large shareholdings in a number of active mineral exploration companies including 38.5% of GGL Resources Corp., 33.5% of Rockhaven Resources Ltd., 19.6% of Honey Badger Silver Inc., 19.2% of Precipitate Gold Corp. and 18.1% of Silver Range Resources Ltd. All of these companies are well funded and are engaged in promising exploration projects. Strategic also owns 21.9% of Terra CO2 Technologies Holdings Inc., a private Delaware corporation which recently completed a US$9.2 million financing to advance its environmentally-friendly, cost-effective alternative to Portland cement. The current value of Strategic's stock portfolio, excluding Broden is approximately $21 million.
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