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drbubb

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  1. SAVING HABITS and HOUSING EXPENSES A Comment on attitudes of Filipinos towards Saving I think the problem with most Filipinos are that they think that rich people are those living with flashy lifestyle. When they save, it's to purchase consumer debt. Even managers who have large salaries actually spend more than they earn because naturally their expenses grow with their higher income. Instead of setting aside money growing passive income to grow their assets. They are actually earning millions a year but they are spending most of them. (posted on a Viber chat - my responses follow): Most people (esp. Americans) spend about 1/3 of their income on Housing. The trick is to turn that expense into Net Zero, and save the 1/3 instead My own housing expense is like zero or negative, because the appreciation I have made on my own home(s) exceeds the actual housing costs/ The traditional way, may not be the only way ... to come to Home Ownership. These habits provide a great base for moving forward.
  2. INVESTIGATION at a Meet-Up DISCUSSION: We can talk about the Concept of escaping from the Poverty Trap. Can you and others think about how many friends you might get to Rent a shared property? How much they might each pay? And what the minimum period of Lease they might sign? That might be at the starting point in working through a Realistic example. ( This might require some excellent persuasion, organization and management. There is NO FREE LUNCH. But cooperation, might get a "bargain lunch"/ haha. ) ( Rooms: Bed, Mattress, Private Bathroom, Microwave, Mini-Fridge, Air-Con & Storage ) This one is advertised below P5,000 a month: Would you pay a little extra (over market) to live in a space like this, if you were building up some equity in the property?. This may represent the lowest RUNG in the ladder, and there are steps above it This one is advertised below P5,000 a month: > MyTown Listing, under P5,000: https://www.myproperty.ph/mytown-rio-6-bed-sharing-fully-furnished-unit.html > More MyTown units: P4400: P4400-nr.UptownBGC: P4500-nr.32ndStBGC: P4150-Pembo: GENERAL PLAN of ACTION 1. Agree a rental and contractual framework: Number of people involved. Min /Max rent per Month 2. Develop financial pro-formas, between Partner-tenants and Lead investors 3. Investigate properties that can be acquired to fit the criteria, and provide target returns: 10% 12%? whatever 4. Get Tenant partners to pay 1-2 months showing their acceptance of the property based on photos 5. Negotiate purchase. All-in price to include: purchase, commissions, CGT/DST, and a budget for needed upgrades The Four Fivers, who might be paying P 5,000 each. Example: The Three Tenors - what do you need to provide to attract them ? Based on Target Gross Yield, How much can be paid for a property?? Per Person - - : P 5,000 : P10.000 : Persons --------- : x 4. : x 3. : Monthly RENT: P15,000 : P30,000 : x 12 months. : P 180k : P 360k : > Target: 10% : P 1.8 M : P 3.6 M : > Target: 12% : P 1.5M : P 3.0 M : ======= Less: admin. : ( 25k ) Less: prop.tax. : ( 10k ) Less: 1 mo.Void : ( 15k ) Less: Repairs. : ( 10k ) ==. Total Cost. : ( 60k ) : ( 60k ) Net Cash Flow : P 120k : P 300k : Returns for > 10% Prop. : 6.67% : 8.33% : > 12% Prop. : 8.00% : 10.0% : Maybe you can buy a property like above for P 3.6 Million, but can you get 3pax to pay P10k each? What is SPECIAL about the Leases signed? - and will special leases attract tenants? xx
  3. "I LOVE This Movie": FILM REVIEW 2000 Donkeys by "Delish" DeSouza "There WAS TALLY doctoring", he says carefully, to beat the Censors
  4. LUNA CRASHES -97% ! in one day The collapse of Alt-Cryptos like LUNA has been truly stunning! In 2 days from $60 to $0.42... and lower BOT - took tiny Crypto positions as follows: ETH , ave. price: $1855 . Now:$1849 LUNA ave. price: 0.235. 0.257 LUNAUSDT Perpetual : USDT 20x 0.257 -97.00% $4.67M vol. Luna Nosedives Under $2, Loses 98% Of Its Value As TerraUSD Struggles To Regain Its Dollar Peg / Following a day in which teetering stablecoin TerraUST (UST) bounced around $.90, it resumed its free-fall overnight to approach $0.30 before recovering partly to $.43 this morning. ... LUNA is down a staggering 98% in the past five days, which has seen its market capitalization lose $25 billion this week. Today attention will focus on whether the Luna Foundation Guard, led by founder Do Kwon, will be about to recover from this downward spiral. The Block reported yesterday that the team was in talks to obtain $1 billion in additional collateral from unnamed hedge funds and market makers. However, that has not come to fruition. This morning, Kwon expressed support for a new community-driven plan that will mint additional LUNA in an effort to absorb the excessive UST sell-pressure. However, even if this succeeds, it will likely require LUNA’s biggest backers, which include prominent crypto shops such as Pantera, BlockTower, and Galaxy to endure additional haircuts. > https://www.forbes.com/sites/stevenehrlich/2022/05/11/luna-nosedives-under-2-loses-98-of-its-value-as-terraust-struggles-to-regain-its-dollar-peg/?sh=162311244c1f
  5. Neat Fibonacci relationship here HSI / Hang Seng Index ... All-Log: 10yr: 5yr / Last: 19,615.77 / Range: yrH: 29,490.61, yrL: 18,235.48 == YrH : 29,491 x 0.618 = 18,225 == YrL : 18,235 is only 0.05% away!
  6. Hang Lung Properties / HL Group - very interesting near $14, $20 (was $17, 24) UPDATE: End Sep.2021 Ten Year Downtrend in HK10... But now deeply oversold, along with China stocks HK101-etc, Update: FLIP: 10d /.hk10: $18.12 + 0.24, hk101: $17.82 -0.14, HK2823: $18.07 +0.05 HK-etc - from: 1/2003: 1/2019: 10d:  === 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
  7. A Beautiful clear chart! Covered 3/4 of my hedge in this last slide. If the channel holds, this will be the perfect time to be long again. Boosted my BTC by about 50%, by shorting higher to hedge the drop we have seen now. Longer Term, back to 2016 Suggests further potential downside to $20,000 maybe Bitcoin's crash won't stop until $20k, can gold and silver survive? Northstar & Badcharts == BTC 5yr chart / Last: $28,600 BTC looks like it might be headed to $20,000 (eventually) on this chart too. Shorter term, there may be decent support between $26-27,000 ... 10d / Last: $27,050
  8. Bidenflation Booms; CPI prices Up 8.3% Grocery Store Prices Up 10.8%, Most in Nearly 42 Years as Americans Face Higher Prices on Hamburger Meat, Baby Food, Chicken, Bacon, Soup, and Coffee It got even more difficult in April for American families to put food on the kitchen table in January. Food prices rose 9.4 compared with a year earlier, data from the Department of Labor showed on Wednesday. That is the fastest rate of inflation for food since 1981. Grocery store prices were up by even more, 10.8 percent. The broader Consumer Price Index rose by 8.3 percent. Inflation is now not only running high but it has broadened to an economy-wide phenomenon. Even the kitchen table itself is more expensive. Prices for the category of “living room, kitchen, and dining room” furniture are up 14.9 percent compared with a year ago. They rose 1.1 percent compared with March. > https://www.breitbart.com/economy/2022/05/11/grocery-store-prices-up-10-8-most-in-nearly-42-years-as-americans-face-higher-prices-on-hamburger-meat-baby-food-chicken-bacon-soup/
  9. MAKATI Property Listings - For Sale LINK to here : http://tinyurl.com/MakP-4Sale / scroll to post # ?? ==================================================== From time to time, members may List Properties for Sale here (Format for Ads - as follows): Map 25 SM Studio, 22sqm + balcony / Avida San Lorenzo makati city (beside Waltermart, and with PNR Pasay Road station behind) Total price. P 2.5 million, or P 100 psm Expected monthly rent: 20k fully furnish included assoc. (Which would provide a 9.6% Gross Yield, before P 95 sqm Assoc. fee) 25sqm with balcony - Balcony is about 3 sqm Low floor with a View of the pool area The flat was Turned over 2014 === This flat would be ideal for a young couple, or friends sharing with jobs in the Makati area. It is a short 8-10 minute walk from Greenbelt Mall (along Arnais St.), which can also be reached in less than 5 minutes using a Jeepney board next to Don Bosco School. The pool area was opened for the first time in the summer of 2016. Contact : Send me a PM, and I will put you in touch with the Seller or Agent ---------- : Or send a SMS to Jennalyn, at: ‎09435552037 / 09065476943 with Caption: 25 SM Studio, Avida SanLo Photos: > SSC-SanLo thread: http://www.skyscrapercity.com/showthread.php?t=702832&page=42
  10. "Inflation Has Peaked": Here's What To Expect In Today's CPI Report With the massively illiquid market poised on the edge of the negative gamma abyss, today's CPI print could easily crash stocks if the number is above the consensus estimate of 8.1% (for headline, 6.0% for core), or alternatively could spark a huge bear market short squeeze. The extremely binary outcome is why there has been so little conviction and liquidity in stocks in recent days, as few traders were willing to put on material risk ahead of the print. So what to expect? Here, opinions differ with most forecasting that inflation will have peaked in March largely due to base effects, however, the rate of its decline from here on out is unclear. According to JPM economists, energy prices look to have come off somewhat in April following their March surge, and he believes that the energy CPI declined 0.2% in April. But this decline could be offset by another strong increase in food prices (forecast: 0.8%) and another solid gain for the ex.-food and energy core index (forecast: 0.39%). While JPM's headline forecast is above consensus, its core view is below: in April, JPM expects core CPI to drop from 6.5% to a still-strong 5.9%... > https://www.zerohedge.com/economics/inflation-has-peaked-heres-what-expect-tomorrows-cpi-report
  11. FOX LIES... and participates in the Nov.3rd Cover-up Fox News Is Headed For Disaster Dinesh D'Souza just exposed the treachery of the corporate media "conservatives" The real reason that “2000 Mules” is being ignored by the conservative corporate media and the liberal corporate media is because it’s true. The stolen 2020 election was the largest political interference operation ever conducted in America. Facebook CEO Mark Zuckerberg’s charity spent more than $400 million to create a private election system in swing states — and he was hardly alone. It took massive coordination from both political parties and the corporate media and federal law enforcement and left-wing NGO’s to thwart the will of the American people in 2020. The problem for both political parties and the corporate media and federal law enforcement and left-wing NGO’s is that they pulled it off but they got caught doing it. The fraud was much too pervasive and public to be kept secret. That’s why “2000 Mules” is creating such an awkward moment at Fox News. MORE > https://emeralddb3.substack.com/p/fox-news-is-headed-for-disaster?s=r
  12. As I make this Post about a possible LOW in Bonds, I saw this... UGA / Unleaded Gasoline etf... update : 10d/ Last: $62.68 vs YrH: $67.83, - 7.60% Gasoline Prices Reach a NEW ALL-TIME HIGH Under Joe Biden at $4.37 per Gallon — Second All-Time High in Two Months! The average price for a gallon of regular gasoline today is at $4.37 a gallon. Gas prices have doubled since the 2020 election. Gas was $2.11 a gallon back in November 2020. It is now $4.37 a gallon today. > https://www.thegatewaypundit.com/2022/05/gas-prices-reach-new-time-high-joe-biden-4-37-per-gallon-second-time-high-two-months/ Even as these sorts of headline stories are coming out, a peak in Gasoline prices may have just been made
  13. Long Term Bond Charts - An important Low? TLT / 20+ Year Treasury Bond ETF ... All: 10yr: 5yr: 2yr: 1yr: YtD: 10d / $115.71 / yr.L: 112.62 +2.74% TLT All: 10yr: 5yr: 2yr: 1yr: YtD: 10d / $115.71 LQD / Investment Grade Corporate Bond ETF ... All: 10yr: 5yr: 2yr: 1yr: YtD: 10d / $111.67 / yr.L: 110.19 +1.34% LQD / ... All: 10yr: 5yr: / $111.67
  14. EMO is a long way Off the High And approaching L.T. support at/near $1.25 EMO / Emerita Res. ... update: 10d/ Last: $1.54, - xx% down from Yr.H of $4.14 c ==
  15. Zimtu: Canadian Stock Promotion & Company Incubator Last: 23.5 Cents > 50-60 cents+ should be a realistic target. And MORE if their investments keep gaining traction NAV per sh., ZC’s Portfolio: = = =. March 2022 $15.66M/ 26.0M: $ 0.602, +wts: $1.92M = $17.58M = $0.676 $15.66M/ 39.4M: $ 0.397, +wts: $1.92M = $17.58M = $0.446, 0.30wt. exer.cash: $3.18m= $20.76M= $0.527 > See: Total Portfolio: https://www.zimtu.com/snapshot/ Zimtu current shares outstanding and fully diluted numbers: 3.23.2020 ================ (share price : $0.235 ) Prev. $0.205 25,998,983 Shares (Market Cap: $6.11M): 16,106k $3.3M 2,760,000 Options (Exercise Value: $649K) : 2,760k $566k 10,604,500 Wts. (Exercise Value: $2.49M): 712k $213k =================== 39,363,483 Fully Diluted === > $9.25M: 19.58k= $4.0M +131% Mo. : ZC.price: Shs. : Mk.Cap: FD.sh: FD.MCp: Portfolio: /ZCsh: xMCp: xF.D. : Dec : $0.195 : 16.11 : $3.09M: 19.58 : $3.82M : $8.88M : $.551 : 2.87x : 2.32x : J’21 : $0.205 : 16.11 : $3.30M: 19.58 : $4.01M : 13.25M : $.822 : 4.01x : 3.30x : Feb. : $0.240 : 16.11 : $3.87M: 19.58 : $4.70M : 12.99M : $.806 : 3.36x : 2.76x : Mar. : $0.210 : 16.11 : $3.38M: 19.58 : $4.11M : 11.70M : $.726 : 3.46x : 2.85x : Apr.*: $0.240 : 16.11 : $3.87M: 19.58 : $4.70M : 12.75M : $.791 : 3.29x : 2.71x : May : $0.235 : 16.11 : $3.79M: 19.58 : $4.60M : 12.90M : $.801 : 3.40x : Jun. : $0.255 : 16.11 : $4.11M: 19.58 : $4.99M : 17.00M : 1.055 : 4.14x : 3.40x : July : $0.240 : 16.11 : $3.87M: 19.58 : $4.70M : 12.70M : $.788 : 3.28x : Aug : $0.220 : 16.11 : $3.54M: 19.58 : $4.31M : 12.75M : $.791 : 3.60x : Sep : $0.245 : 16.11 : $3.95M: 19.58 : $4.80M : 12.25M : $.760 : 3.10x : Oct : $0.260 : 16.11 : $4.19M: 19.58 : $5.09M : 15.87M: $.985 : 3.79x : Nov: $0.230 : 16.11 : $3.71M: ===== x 4.28 => at 11.01> Wt.$1.93 +sh.$13.94= $15.87 ======= *Actually wt. exer. ($213k) + opt. Exer. ($828k) = adds $1,041k to cash, Meaning that fully diluted Portfolio valuation would be $13.79M /4.70M= 2.93x ZC-etc ... in 2021-22: From May 2021: mid-Jun wEmo: w/CC: : Jan.2022: Top investments up 33% since YrEnd, mainly thanks to CC CC / Core Assets . from Jan.2021 : $0.55 at 1.14.22 / ye'21: $0.25; ye'20: $0.195 / 4.25.22: $0.74 CC, EMO/ Top2 update: 4/25: CC: $0.75 x8.50M= $6.38M, EMO: $2.21 x1.10M= $2.43M= $8.81M/ 26M shs= $0.34 ZC ZC. All-Data; 10yr: 5yr: 3yr: 2yr: 1yr: 6mo: 10d / $0.205 > potential: 300%+ gain... and more! if holdings go in rising in value ZAIR: $0.245; CCE: $0.380; CC: $0.120; ADD:$0.080; SRE: $0.060; ARS: $0.56 5yr: 4yr: 3yr: 1yr: 6mo: 10d / Last: $0.235, at 3.23.2020, prev. was $0.235, $0.205 ZC's Top investments ... source Sym. Company —— : ZC holds : = price: Mkt.Val: %Hold /ZC sh ZAIR: Zinc8 Energy. : 6,367,361: $0.620: $3.948k 33.8%:$0.245 CCE : Commerce Res.: 6,821,599: $0.380: $2,592k 22.2%: $0.161 CC. : Core Assets : 8,250,000: $0.120: $1,031k 8.46%: $0.064 ADD: Arctic Star Expl.: 10,775,464: $0.080: 862.0k 7.37%: SRE : Saville Res. : 13,260,500: $0.060: 795.6k 6.80%: ARS : Ares Strategic. : 1,250,000: $0.560: 700.0k 5.98%: == Total 6 co’s. : ======== ====> $9,929k 84.5%: == More holdings : ======== ====> $1,769k 15.5%: ====QUOTED shares : ======== ====> $11,698k 100.%: $0.727 Warrants in 12 co’s : ======== =====> $1,359k 11.6%: $0.084 = Quoted + Warrants : ======== ==== > $13,057k 112.%: Private Cos include : *=== Zambesi Sports : 11,855,000: 0.07est. $ 829k 7.09%: $0.051 > All: 86 cents *=== Eagle Bay Res. : 3,400,000: ====> ===== RESEARCHER's Comments on Zimtu, etc. Stephan Bogner is based in Germany: https://www.rockstone-research.com Rockstone Research at the 2021 PDAC / Stephan Bogner is a mining and commodity analyst with Rockstone Research, a research house specialized in the analysis of capital markets and publicly listed companies. Rockstone Research is a research house specialized in capital markets and publicly listed companies. The focus is on exploration and mining companies, greentech and technology ventures, as well as commodity and stock markets. All research reports are available in English and German, published on international financial websites and disseminated with financial terminal and research channel providers. For more information and sign-up for free newsletter, https://www.rockstone-research.com
  16. SAVAGE: MAGA Arizona Gubernatorial Candidate Kari Lake When Asked About Roe V. Wade Leak: “I Think It Really Is A Way To Distract From Dinesh D’Souza’s 2000 MULES.” The nonstop fake news coverage of “conspiracy theories” surrounding the 2020 election came to a halt early last week when it was reported that a US Supreme Court draft decision to overturn Roe v. Wade and give States the right to make abortion laws was leaked to the press. The Gateway Pundit reported that barricades were quickly erected outside the Supreme Court last Monday night after the news broke, and instances of violence broke out in multiple states. This was the same night that “2000 Mules” was set for release in over 200 theaters across the country. > https://www.thegatewaypundit.com/2022/05/savage-maga-arizona-gubernatorial-candidate-kari-lake-asked-roe-v-wade-leak-think-really-way-detract-dinesh-dsouzas-2000-mules/
  17. Here’s exactly why 2,000 Mules is absolutely devastating: a thread… ( on very very suspicious activity - then, check the Videos) 1/ Just saw #2000Mules. Why is it devastating? Because #TrueTheVote’s Catherine Engelbrecht teamed up w/a guy who’s run election data for 40 years. What did they do? They bought publicly available cell phone data & asked some very simple questions. What were they? 2/ Basically: What are the odds? “What are the odds of WHAT, Annie?” Well, they started with, let’s say a green dot. This green dot was one cell phone. This cell phone visited a ballot drop-off box. “Well, what’s so strange about THAT, Annie?” I’ll tell you what. 3/ That one green dot visited that box more than once on more than one day. “Well, come on! Maybe he has elderly parents or something. He’s a helper!” Ok, but what if I told you he visited MORE than one box on MORE than one day? “Now, Annie. You’re just being cynical!” Am I? Ok. 4/ What if I told you this green dot visited a non-profit before he went to those boxes? Have I got your attention now?... > More: https://threadreaderapp.com/thread/1522034716840452096.html xx
  18. Canadian Oil sands have great long term potential, and there may be a bidding war ... if the SEC allows Major Oil companies to value Oil Sands reserves in a preferred way. Here's a "pairs trade" : Shell Canada vs. Imperial Oil ... Ratio: about 1x SHC.t = IMO.t ... update : 2006 Oil sands are one of the few cheap long-lifed reserves left How much oil is in Alberta's oil sands deposits? Alberta's three oil sand deposits ?Athabasca, Cold Lake, and Peace River ?contain resources that could supply Canada's energy needs for more than 475 years, or total world needs for up to 15 years. The production potential of all the oil sand deposits could be as high as 2.5 trillion barrels of bitumen (five times more than the conventional oil reserves in Saudi Arabia). The Athabasca deposit is twice the size of Lake Ontario. - - Tar sands are impregnated sands that yield mixtures of liquid hydrocarbon and require further processing other than mechanical blending before becoming finished petroleum products. Until recently Alberta's bitumen deposits were known as tar sands but are now called oil sands. ... By 2005, oil sands production is expected to represent 50% of Canada's total crude oil output and 10% of North American production. Although tar sands occur in more than 70 countries, the two largest are Canada and Venezuela, with the bulk being found in four different regions of Alberta, Canada: areas of Athabasca, Wabasha, Cold Lake and Peace River. The sum of these covers an area of nearly 77,000 km2. In fact, the reserve that is deemed to be technologically retrievable today is estimated at 280-300Gb (billion barrels). This is larger than the Saudi Arabia oil reserves, which are estimated at 240Gb. The total reserves for Alberta, including oil not recoverable using current technology, are estimated at 1,700- 2,500Gb. @: http://ffden-2.phys.uaf.edu/102spring2002_...jects/M.Sexton/ = = = COMPANIES: + Teck Cominco ventures into Alberta oil sands. Deal with Petro-Canada and UTS Energy worth $850 million + partly Petro-Canada-owned Syncrude bitumen mining, extraction and upgrading operation in the Canadian oil sands + Canadian Oil Sands Trust is an open-ended investment trust that generates income from its 35.49% working interest in the Syncrude Joint Venture. + The two largest oil sands mining operations are Syncrude Canada Limited and Suncor Energy. Albian_Sands is another smaller project owned by Shell Oil. + The recent acquisition of Blackrock Ventures for more than US$2 billion by the Royal Dutch Shell (RDS-A) affiliate, Shell Canada (SHC.TO), put higher values on undeveloped underground, or in situ, oil sands. t.COS.UN Canadian Oil Sands Trust : 739732 t.SU- Suncor Energy : 103545 t.TECKMVA Tech Cominco: 46912 t.UTS UTS Energy : 115747 t.BMD Birch Mountain Resources [TSXv:BMD; AMEX:BMD] : 1718739 t.WTO Western Oil Sands (WTO) : 419564 The Syncrude Project ....is a Joint Venture undertaking among Canadian Oil Sands Limited Partnership, Canadian Oil Sands Limited, Conoco Phillips Oilsands Partnership II, Imperial Oil Resources, Mocal Energy Limited, Murphy Oil Company Ltd., Nexen Oil Sands Partnership, and Petro-Canada Oil and Gas, as the project owners, and Syncrude as the project operator. Syncrude's Mildred Lake facility is located 40 kilometres north of Fort McMurray. Imperial Oil Resources, t.IMO Imperial Energy : 103409 MUR Murphy Oil Company Ltd.: 3249 t.NXY Nexen / Nexen Oil Sands : 373438 Mocal Energy Limited, = = = t.SHC Shell Canada : 46856 t.CNQ Canadian Natural Resources [TSX:CNQ; NYSE:CNQ] : 205500 t.ECA EnCana Corp. [TSX:ECA; NYSE:ECA] : 1104214 BIG SPENDERS: Shell Canada [TSX:SHC] announced it expects to pay upwards of C$17 billion over the next five years in capital spending, primarily to support major expansions at its Athabasca oil sands project. Canadian Natural Resources [TSX:CNQ; NYSE:CNQ] said it plans to spend a further C$20 billion to double the size of its Horizon project already under construction. And EnCana Corp. [TSX:ECA; NYSE:ECA] announced it intends to spend C$5 billion within the next decade to increase its oil sands production
  19. Bitcoin back below $33,000 - Cut in Half! Bitcoin futures ... 2020: update / Last: 32,840 - $3,085 / 52 week range: $28,800 - $69,355.
  20. Metal. : 2021 = AU , AG : 2022 = AU , AG : ====== : ===== : 1870, 22 : ===== : 1870, 22 : AU Prod. 85,225 : $159.4M: 75,409 : $141.0M: Est.Rev AG Prod : 2.40M : $. 52.8M: 2.50M : $. 55.0M: " " / 85.0 : 28,200 : - - - - - - : 29.400 : - - - - - - : Prod. oz : 113.4k : $ 212 M : 104.8k : $ 196 M : - 7.6% Prod, GEO Act.Revs : ==== : $ 202 M : ===== : $ 188 M : - 6.9% Revs Net Income : == : $ 2.1 M : ===== : $ 7.7 M : + 267% CDE ... update : Last: $3.86 Coeur reports higher silver and lower gold production in first quarter, reaffirms full year ... Kitco News | May 5 (Kitco News) - Coeur Mining (NYSE: CDE) reported today that in Q1 2022, the company produced 75,409 ounces of gold (Q1 2021: 85,225 ounces) and 2.5 million ounces of silver (Q1 2021: 2.4 million ounces). Coeur Mining (NYSE: CDE) reported today that in Q1 2022, the company produced 75,409 ounces of gold (Q1 2021: 85,225 ounces) and 2.5 million ounces of silver (Q1 2021: 2.4 million ounces). The company said that solid performances at Palmarejo and Wharf more than offset COVID-19 impacts at Kensington and lower production levels at Rochester. According to a press-release, production during the first quarter was in-line with Coeur’s expectations, leading the company to reaffirm 2022 guidance. The company’s first quarter 2022 revenue totaled $188 million compared to $208 million in the prior period and $202 million in the first quarter of 2021. Quarterly operating cash flow totaled $(6) million compared to $35 million in the prior period, mainly driven by lower metal sales and changes in working capital. The company also reported Q1 2022 net income of $7.7 million (Q1 2021: $2.1 million). “Coeur delivered first quarter gold and silver production in-line with expectations, and we remain positioned to meet full-year 2022 guidance,” said Mitchell J. Krebs, President and CEO. “Our site operating teams continue to address industry-wide cost pressures through innovative business improvement initiatives and efficiency enhancements that have helped to mitigate the impact of global inflation.” > MORE: https://www.kitco.com/news/2022-05-05/Coeur-reports-higher-silver-and-lower-gold-production-in-first-quarter-reaffirms-full-year-guidance.html
  21. Coeur Mining (CDE) thread, ex. Coeur D'Alene Mining 1/ This from MarketWatch "We took the five letters that have done best over the last year. (I left out Closed-End Country Fund Report, the amazing El Cid of investment letters, because it hasn't updated since October 2004. See July 7, 2005 column And we looked to see what stocks they liked. Note: Hulbert Interactive updates dynamically. These results were as of last week. As it happens, only one stock was held by more than one of the top five letters. It was Coeur D'Alene Mines Corp. (CDE : Coeur d'Alene Mines Corporation/ Last: 4.35-0.32-6.85%) , the primary silver producer in the U.S. It was held by seven letters in total, including three of the top five: Ruff Times (up 36.9% vs. the dividend-reinvested Dow Jones Wilshire 5000's 10.38%); Outstanding Investments (up 30.1%); The Dines Letter (up 20.1%). So I suggested Coeur D'Alene. I could have suggested another stock, probably Anglogold Ashanti Ltd. (AU )" : source 2/ This from my long term chart ... All-Data-L: 10yr: 5yr: 2yr: 1yr: 10d / Last: $7.98 @ 12/24/19 10yr: To me, the chart suggests it may be a good Buy at just above $4.00- but with a tight stop just below $4.00 (i usually wait until I am in profit, but if it breaks $4 by more than a few ticks, it could fall further)
  22. NOTE TO STACEY ABRAMS – FIND A GOOD LAWYER: True the Vote Announces They Are Releasing Addresses of ALL Ballot Trafficking Stash Houses In April, TPUSA founder Charlie Kirk went on with Joe Hoft on 93.3 FM to discuss the movie. Kirk, who is featured in the film, said this about the evidence collected for the film, “They saw that some of these mules would visit these drop boxes every night. And then go to Stacey Abrams’ headquarters and then go back to the drop boxes. .... Last night Catherine Engelbrecht and Gregg Phillips announced they will be releasing ALL of the addresses of the ballot stash houses. > https://www.thegatewaypundit.com/2022/05/note-stacey-abrams-find-good-lawyer-true-vote-announces-releasing-addresses-ballot-trafficking-stash-houses/ WOKE Disaster! STACEY certainly fooled the Left, look at how Star Trek tried to lionize her as a future President Star Trek Discovery: S4 E13 Ending. President of United Earth (Stacey Abrams) Woke values destroyed Netflix - the stock dropped from $700 to $200. Will it destroy the once-beloved Star Trek franchise too? SUCH BS: Latest Star Trek Spinoff Suggests World War III Started with Jan. 6 Protests in DC All of those protesters challenging the stolen election are the root cause of World War III — NOT the dangerous dementia patient in the White House. Pravda would blush. > https://www.thegatewaypundit.com/2022/05/bs-latest-star-trek-spinoff-suggests-world-war-iii-started-jan-6-protests-dc/
  23. The stinking bitty / Clerk who illegally Leaked the Scotus decision... ( the alleged leaker, E.D. ) Yale Law grad, obsessed about abortion, has a personal relationship with the Reporter who leaked it thru her writer, husband. She's a Law clerk for outgoing Justice Breyer - But still no guarantee it was her, so I don't report her name yet. Timed it intentionally just as the 2000Mules film was coming out (it seems to me.) THAT STORY has enormously distracted attention from this important film! May they hit her with the FULL PENALTY of law - even years in Jail? (even AG Barr seems to agree that she should go to jail.): Bill Barr: SCOTUS leaker was trying to derail opinion of the court
  24. AZHATS LIE! Fact checkers fail to come up with the goods, debunking the Movie; WHAT EXPERTS?, and where is THEIR evidence to support debunking the films evidence? Fact-checking ‘2000 Mules,’ the movie alleging ballot fraud True the Vote makes false assumptions based on phone-tracking data A film opening in hundreds of theaters across the United States this week uses a flawed analysis of cellphone location data and ballot drop box surveillance footage to cast doubt on the results of the 2020 presidential election nearly 18 months after it ended. Praised by former President Donald Trump as exposing “great election fraud,” the movie, called “2000 Mules,” paints an ominous picture suggesting Democrat-aligned ballot “mules” were supposedly paid to illegally collect and drop off ballots in Arizona, Georgia, Michigan, Pennsylvania and Wisconsin. But that’s based on faulty assumptions, anonymous accounts and improper analysis of cellphone location data, which is not precise enough to confirm that somebody deposited a ballot into a drop box, according to experts. The movie was produced by conservative filmmaker Dinesh D’Souza and uses research from the Texas-based nonprofit True the Vote, which has spent months lobbying states to use its findings to change voting laws. Neither responded to a request for comment. Here’s a closer look at the facts. CLAIM: At least 2,000 “mules” were paid to illegally collect ballots and deliver them to drop boxes in key swing states ahead of the 2020 presidential election. THE FACTS: True the Vote didn’t prove this. The finding is based on false assumptions about the precision of cellphone tracking data and the reasons that someone might drop off multiple ballots, according to experts. “Ballot harvesting” is a pejorative term for dropping off completed ballots for people besides yourself. The practice is legal in several states but largely illegal in the states True the Vote focused on, with some exceptions for family, household members and people with disabilities. > MORE : https://www.mercurynews.com/2022/05/05/fact-checking-2000-mules-the-movie-alleging-ballot-fraud/ They provide NO EXPERTS and NO EVIDENCE !! PLUS they ignore something enormously important: The film has clips from surveillance cameras showing the Mules stuffing multiple ballots into the boxes, before moving on, and stuffing more ballots in other boxes. In most states, voters are only allowed to deposit their own ballots, and the ballots of IMMEDIATE FAMILY members
  25. 2000 MULES FILM SUMMARY 2000 Mules documents research from True the Vote, a conservative election intelligence organization that has compiled evidence of organized ballot trafficking in at least 6 states: Georgia, Arizona, Pennsylvania, Wisconsin, Michigan, and Texas. In Georgia for example, True the Vote alleges there were 242 traffickers who made 5,662 trips to ballot drop boxes between the early morning hours of 12AM and 5AM, potentially unloading hundreds of thousands of illegally harvested ballots over the course of several weeks. State Mules Identified Drop Boxes Estimated Illegal Votes Pennsylvania 1,150 45 275,000 * Michigan 500 50 125,000 Wisconsin 100 28 14,000 Georgia 250 24 30,000 * Arizona 200 20 20,000 * TOTAL 380,000 * These states showed more illegal votes from this strategy alone than Biden’s winning margin, based on True the Vote’s high bar in defining a mule (at least 10 visits to drop boxes). If the bar is lowered to count those making at least 5 visits, the estimated affected votes increases by more than double. 1 === “And as we began put the pieces and parts together, it really did dawn on us: ‘Well, this sounds like what’s happening in Atlanta or in San Luis, Arizona’… This was a conspiracy. This was organized crime,” he emphasized. Catherine describes the “fateful moment” when she turned to Gregg and asked, “How do we take down a cartel?” “That’s when we began to use the terms like stash houses, and drop points, and mules, and trafficking, and voter abuse because that’s what we’re looking at,” she continued. Focusing on six states, Arizona, Georgia, Pennsylvania, Michigan, Wisconsin, and Texas, True the Vote spent $2 million to buy publicly available cell phone data that can pinpoint an individual’s location to within a few inches. They then narrowed their search to targets who began visiting drop boxes and NGO offices during the early voting weeks leading up to November 3rd, activity that was contrary to their prior “pattern of life.” In Georgia, the threshold was at least two dozen trips to drop boxes and five visits to a non-profit. > https://electionfraud20.org/2000-mules/ 2000 Mules | Documentary | MissLiberty.com Daily Signal: " 2000 Mules is a compelling election integrity whodunit. Visually reminiscent of director Tony Scott's thriller Enemy of the State, this film uses state-of-the-art technology to prove that the 2020 presidential election was stained, if not fully stolen, through the lowest-tech means: stuffed ballot boxes.".
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