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drbubb

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  1. CityGate: Prime location: KROMA, & AFT are Going Up Fast ------------------------------------------------------------------------> : RENTING / Buying 2nd-hand @ Kroma -> Page 6 Great Business Connections: Walking along Ayala Avenue, away from the City Gate end (Citygate will be across the street, to the right) : CG model-fr ChRoces Alveo's Model of City Gate viewed for the Manila Bay side. It shows buildings clustered along Ayala Avenue. The new Kroma Tower is at the intersection of Dela Rosa and Legazpi Street, connected to the coming Citygate platform BUILDINGS are rather Tall in the Citygate Area (with Makati height rank as of end 2016 - see post #18) # Building------------------------ Height: Floors Year ?? The Rise 210 m : 59 F : 2019/20? ?? Air Residences 195 m : 51 F : 2019/20? 13 One Central 195 m : 50 F : 2013 14 RCBC Plaza Yuch. Twr 192 m : 46 F : 2001 ?? Alveo Fin'l Twr/ Jaka 186 m : 49 F : 2020/21? ?? Lerato Tower 3 (tallest) 183 m : 48 F : 2018 ?? Alphaland Tower 180 m : 35 F : 2013 ?? Kroma Tower 157 m : 52 F : 2018 Kroma and Citygate at October 2016 ... image : Kroma2c : MakatiMap Kroma Tower had reached the 42nd floor by October 2016 ... image What is planned at Citygate: ... image : 1f : Kroma-CityGate =================================================================== - - - - - - - - - - - - - > The Rise & Air will be next to City Gate < Ayalaland's Citygate development : subway-2C-65pct Kroma Tower - Alveo Land www.alveoland.com.ph/condominium/makati-city/kroma-tower Kroma Tower is Alveo Land's hottest mixed-use high-rise development in the Makati Central Business District (MCBD). Located along the energetic Dela Rosa ... SSC threads :: Citygate : Kroma : Ayat Corner : AFT : TheRise : AirRes : Makati : MetroManila : http://www.skyscrapercity.com/showthread.php?t=1471414 Rise thread on Mak-Prime : Rise : TheRise, other: selling a contract : SSC-kroma : >> Link to here: http://tinyurl.com/citygatePH / KT Owners thread : (for GEI members only)
  2. Antarctica Pyramids "dwarf those in Egypt" Pyramids Found Beneath Antarctic Ice | The UnXplained (Season 3) Ancient Aliens: A Pyramid in Antarctica (Season 11, Episode 1) | History
  3. Is there an "Empire beneath the Ice" in Antarctica? Who rules there? Trailer : Empire Beneath The Ice - How The Nazis Won The War - Trailer This podcast is an interview with Steve Quayle, an author of a book by that name: Antarctica to Fallujah, Nazis to USN SEALs Streamed live 4 hours ago After World War Two, Winston Churchill stated History is written by the victors. Tonight at 7:00pm EST, father/son investigative team and hosts of The Hagmann and Hagmann Report, Doug and Joe Hagmann bust Monday wide open with our dearest friend and front line investigator, Steve Quayle. The Topic? What is going on in Antarctica? Why are world leaders making a seemingly preposterous trek to the icy hinterland of the globe? What (if anything) is down there that even remotely lends geopolitical relevance to a forgotten, froze chunk of ice and rock? (First hour only) / 2 / John Kerry in Antarctica - on the Eve of the November election Here he is in Christchurch, New Zealand with two officials, of the International Antarctica Center + John Kerry lands in Antarctica becoming the highest US official to visit the continent Mr Kerry's aides described the Antarctic trip as a learning opportunity for the Secretary of State. He planned to receive briefings from scientists working to understand the effects of climate change on the continent. Mr Kerry has made climate change an intensive focus of American diplomacy during his term, and had previously spent decades working on the issue as a US senator. + John Kerry Antarctica Visit and the Wikileaks Antarctica Images (Project Avalon) + The John Kerry Antarctica Visit and the Wikileaks Antarctica Images + John Kerry wanted to see how Antarctica was changing. When he returned, the entire world had. / 3 / Freeman Fly has a recent interview with someone who had info about Antarctica / jump to 49 minutes / BINGO! At 49 minutes, Freeman asks about John Kerry and Buzz Aldrin in Antarctica Bill put up HAARP stations "for no purpose other than to monitor what was going on in Antarctica" and has been following news about the place for many years. The US, the UK, Russia, China etc have stations all over Antarctica, because there is something there. Elana mentions about "Operation Deepfreeze", and how New Zealand is the jumping off point for visits to Antarctica. (John Keye was PM of NZ and met with Kerry, and now he has recently resigned.) She thinks this could be "one huge drama also involving the Earthquakes around the ring of fire". Space War | The Planetary Lockdown - Elana Freeland - Billy Hayes Hmm. I think there is some actual truth to the Story of Hollow Earth, and that there are huge caverns under Antarctica. This is the access point for an ancient race of beings who lives inside the Earth (or at least in those caverns), and has technology which is ahead of what we humans know about. The Nazis had access with those beings, and so did the Vikings centuries earlier. The revelations from Antarctica may one of the big, big stories of the next few years. And it may lead to, or be a key part of the disclosure story ============== More is coming out all the time, on sites like these: Wilcock's Site : http://DivineCosmos.com J.Church Site : http://FadeToBlack.com Tabloid-like -- : http://www.express.co.uk/ Fulford's Site : http://BenjaminFulford.net Antarctica Secrets : http://www.bibliotecapleyades.net/esp_antartica.htm#menu ===============
  4. SIL / SLV : Silver Miners vs. Silver etf, with Ratio charts SIL / Global X Silver Miners ETF vs SLV / Silver etf These two are HIGHLY correlated. The look Suitable for "pairs trading" ((. UPDATED : early May 2022. )) Silver Shares to start new rally? ... from SIL-$31.50 Low SIL-etc... : 10yr: 5yr: from Mar.2018: Mar.2020 : 10d/ SIL: $33.93 / SLV: $21.28 = r-159.4%, / AGQ: $32.48 = r-104.5%, from Mar.2018: Mar.2020 : 10d/ SIL: $33.93 / SIL vs SLV ... 2yr : 1yr : 6mo : From 12/6/17 flipped : fnplf ... slv-sil: 5d : wEur : 1 2 3 : v.Gdxj 10d : Ratio : SIL -to-SLV is "stuck" near 2.0 (but could break out again): SIL-$30.21 / SLV-$15.78 = R 1.914 DIAMOND CHART == S: Jul15c $0.80 / Jul29c $1.60 : $11,200 : 30.6/15.8= R1.937 -locked! Yahoo Statistics @ 3/16/19 Sym : Price: MktCap: EntVal: Ebitda : EV/eb.: Earns : PER-: Div. : Yield : BkVal : P/BV : AG- : $6.64: $1.30b : $1.46B: $52.3M: r27.86 : (1.11) : N/a- : $0.00: N/a- : $3.07: 216% : CDE : $4.68: $951M : $1.34B: $123.M: r10.84 : (0.26): N/a- : $0.00: N/a- : $4.19: 112% : Paas: 13.29: $2.78b : $1.82B: $222M : r: 8.21 : $0.07: 198. : $0.14 : 1.09%: $9.82 : 135%; AUY : $2.55: $2.42b : $4.29b: $614M: r 6.99 : (0.30): N/a- : $0.00: N/a- : $4.20: 61% : AEM : 43.69: $10.2b : $11.8B: $784M : r15.80 : (1.40): N/a- : $0.44 : 1.01%: 19.41: 225%: Gold : 13.01: $22.7b : $29.4B: $3.06b: r:9.60 : (1.32): N/a- : $0.16 : 1.22%: $6.50: 200%: NEM : 33.15: $17.7b : $20.2B: $2.74b : r: 7.36 : $0.64: 51.8 : $0.56 : 1.68%: 19.70 : 168%: Gcm.t $3.70: $17.7b : $179M: $95.7M : r:2.41 : (0.29): N/a-: $0.00 : 0.00%: $5.40: 69%: Silver A big shift in relative prices in just 10 trading days SLV & SIL-etc : 5d : 10d : 2mo : 6mo : SIL: $33.93 / SLV: $21.28 = r-159.4% = Ratio: 191.4% ( old ) The Ratio came down, because of Friday's 6% drop is FRES / Fresnillo SIL - Global X Silver miners etf - Top 5 : 5yr : 2yr : 6mo : 10d 5d / $30.21 -0.31: - 1.02% / KoZn-10d : w/SLV 6m : KorZinc -etc- SIL, Fres.L, Poly.L / 5yr : 2yr : 10d ... FRES.L / Fresnillo PLC : 5yr : 2yr : 6mo : 10d / Last: GBP 1,216 - 83 : -6.39% : vol. 2.78 million FNLpf / Fresnillo as a bellwether ... update : 08/6/2018: 14:48 It seems JP Morgan have reduced their price target for FRES from 1400 to 1350. HTtps://www.morningstar.co.uk/uk/news/AN_1528451335662437800/winners--losers-summary-standard-life-down-as-lloyds-exits-holding.aspx They have done the same to HOC which has fallen in the same way. Symbol Last- Chg.: PRratio: Yield : Ern.Y : Payout SIV -: 30.21 - 0.31 : PER-n: 0.02%: PER-n : SLV -: 15.78 +0.06 : PER-n: Yld-n : PER-n : PolyL : 661.6 - 2.40 : 10.59 : 6.53% : 9.44% : 69.2% : WPM : 22.17 +0.14 : 158.4 : 1.62% : 0.63% : 257.% : KrZn. : 428.k Unch. : 12.46 : 2.33% : 8.03% : 29.0% : FresL : 1216. - 000. : 20.53 : 3.56% : 4.87% : 73.1% : PAAS: 17.61 - 0.16 : 18.15 : 0.80% : 5.51% : 14.5% : TAHO: $5.34 +0.04 : PER-n : 4.49% : PER-n : HL --- : $3.74 - 0.04 : PER-n : 0.27% : PER-n : CDE --: $7.77 - 0.02 : PER-n : 0.00% : PER-n : SSRM: 10.30 - 0.06 : 23.28 : 0.00% : 4.30% : 00.0% : AG --- : $7.30 - 0.17 : PER-n : 0.00% : PER-n : === Top 5 Holdings : Charts: 10d 5d : Top 10 : Full Holdings (.csv) : As of 6/7/18 Net Assets % Sym / Name Market Price ($) Shares Held Market Value ($) 12.60 Poly.L / POLYMETAL INTL 8.91 6,034,946 53,770,653.00 12.43 WPM / WHEATON PREC MET 22.03 2,407,875 53,045,486.25 11.73 kr:010130 / KOREA ZINC CO 403.16 124,165 50,058,570.69 11.67 Fres.L / FRESNILLO PLC 17.43 2,857,073 49,800,571.99 5.08 Paas / PAN AMER. SILVER 17.77 1,218,877 21,659,444.29 53.51% LINK to here: https://tinyurl.com/SIL-SLV
  5. SUGAR vs PHL sugar producers Sugar (18.33cts, 89% DBA-$20.66) vs. sugar producers: VMC: 2.79 (15.2%), ROX: 1.57 (8.56%), CAT: 10.08 (55.0%) RCI now has only a very limited exposure to Sugar - like a 10-20% stake in RCI. I still like to show these charts together... RCI vs. ROX, CAT and Sugar : 2020: 2018 / rci: 0.56, rox: 1.57 - Ratio: 35.7%, was 51.4% ... cat: 10.08. sugar: 18.33 cents 2018: Sugar vs. SLV, DBA : 10yr: 5yr: 4yr: 2yr 1yr: 6mo: 10d:
  6. Philippines Sugar Producers SUGAR vs PHL sugar producers ... UPDATE, June 2022 Sugar (18.33cts, 89% DBA-$20.66) vs. sugar producers: VMC: 2.79 (15.2%), ROX: 1.57 (8.56%), CAT: 10.08 (55.0%) History & Prices "20-30 companies, maybe 5-6 are Quoted" / ... Sugar vs. SLV, DBA ; 5yr: 2yr 1yr: 6mo: 10d: RCI vs. ROX etc ... All: start 11.18.19 : FLIPPED : w/Sugar, CAT: 10d / updated July 11, 2020: 1.41 vs.1.30 ===. Price Index——- : Market: Last: YrLow: MT World Sugar, no.11 ct.: $46.8B: $259: $203: 180M x PHL: Sugar production $546M: 11.76: $9.21: 2.1M x 2,204 ($259/MT) Sym. CompanyName: MkCp: Last: YrLow: BkVal.: %BV : EPS: PER : Yield : CFps: Debt: Yrs BMM /Bogo-Medellin: 456M: 76.05: 73.00: 00.00: 283.% (5.95) N/A: 0.00%: 0.00: 00.00: 0.0y CAT / Ctll Az.d Tarlac: 2.85B: 11.98: 11.00: 14.17: 77.6% 0.77: 14.5: 1.50%: 0.00: 00.00: 0.0y RCI / Roxas & Co. — : 2.75B: P1.30: P1.21: P3.90: 33.3% 0.08: 15.1: 0.00%: 0.17: 00.00: 0.0y ROX / Roxas Hldg. — : 2.20B: P1.42: P1.28: P5.92: 24.0% (0.58) N/A: 0.00% (0.85) 00.00: 0.0y URC / Univ. Robina -- : 272.B: 123.5: 88.88 : 39.38: 314.% 3.96: 31.2: 1.21%: 0.00: 00.00: 0.0y VMC / Victorias Mill. : 6.66B: P2.43: P2.11: P2.75: 88.3% 0.36: 6.74: 0.00%: 0.00: 00.00: 0.0y DMY / Dummy Co.— : 000.B: 00.00: 00.00 : 00.00: 000.% 0.00: 00.0: 0.00%: 0.00: 00.00: 0.0y ==== SUGAR price matters for these companies: #1 : Sugar vs. CAT, RCI, ROX ... fr 11.18.19: 10d/ #2: 10d / $12.63, +0.52 , 7.31.20: RCI: 1.18, 1.41, 11.48 (ratio: 9.34%) List#2 : Sugar vs. BMM, URC, VMC ... from 11.18.19 :10d / 7.11.19: $11.76, 76.05, 123.5, 2.43 There are at least 11 regions/19 provinces that produce sugarcane in the nation. A range from 360,000 to 390,000 hectares are devoted to sugarcane production. The largest sugarcane areas are found in the Negros Island Region, which accounts for 51% of sugarcane areas planted. In 2005, the Philippines is the ninth largest sugar producer in the world and second largest ... As of crop year 2009-2010, 29 sugar mills are operational divided as follows: thirteen mills on Negros, six mills on ... the Industrial Sugar Central Sites of the Philippines and related properties to the UNESCO World Heritage List. > wiki: Sugar Prices . SB1 update : Usd per Lb. $11.76 : Winton Capital's History of Sugar prices : since 1960 : Sugar-no.11... All: 10yr: 5yr: 2yr: 1yr: 6mo: 10d / UPDATED June 2022 Last: $18.33 , 52 Wk Range: 16.73 to 20.69, vs. yrL: $16.73: +9.56% , vs. yrH: $20.69: -11.4% Sugar vs. SLV, DBA : 10yr: 5yr: 4yr: 2yr 1yr: 6mo: 10d: Some Sugar Producers Sym: company --------: Last : YrLow: BkVal: P/BV: PER: Yield : CF/sh Sug.: Sugar, no.11 ct.- : 11.76: $9.21 CAT : CentA de Tarlac : 11.98: 11.00: 14.17: 77.6%: 14.5: 1.50%: 00.00 RCI : Roxas &Co. Inc. : P1.30: P1.21: P3.90: 33.3%: 15.1: - n/a-: P0.17 ROX : Roxas Holdings: P1.42: P1.28: P5.92: 24.0%: -n/a : - n/a-: (0.85) === Three Sugar Producers ... All / from 10/2016: xx .. / RCI / Roxas & Co. ... All: 10yr: 5yr: 3yrD: 2yr: 1yr: 6mo: 10d / Last: 1.63 CAT / Central Azucarera de Tarlac. ... All: 10yr: 5yr: 3yrD: 2yr: 1yr: 6mo: 10d / Last: 12.14 === Milling Sub-sector / source : As of Crop Year 2012-2013, 29 mills are operational divided as follows: 13 mills in Negros, 6 mills in Luzon, 4 mills in Panay, 3 mills in Eastern Visayas and 3 mills in Mindanao.[2] Negros (13 mills) Aidsisa, URC Ursumco (Bais), CAB -Bais Biscom, Dacongcogon, First Farmers Hawaiian-Philippines, La Carlota, Lopez Ragasa F.C., Sagay, URC Sonedco (Kabankalan) URC Tolong (Caranoche), Victorias Luzon (6 mills) URC Carsumco (Piat, Cagayan) Sweet Crystals Integrated Sugar Mills (Pampanga) Central Azucarera de Tarlac (Tarlac) Central Azucarera de Tarlac Balayan Sugar Central Incorporated (Balayan, Batangas) Central Azucarera Don Pedro (Nasugbu, Batangas) Peñafrancia Sugar Mill (Peñafrancia, Camarines Sur) Panay (4 mills) URC Passi (Iloilo), Santos Lopez Monomer, Capiz Sugar Central, Inc. (President Roxas, Capiz) Eastern Visayas (3 mills) Bogo-Medellin, Durano Kananga Sugar Mill (Ormoc, Leyte) Mindanao (4 mills) Bukidnon Sugar Company, Crystal (Maramag, Bukidnon) Davao Sugar Central Company (Hagonoy, Davao del Sur) Cotabato Sugar Central Company (Matalam, North Cotabato) ===== LINKS: Sugarcane Industry: Investing in it (data) Sugar Mills: List of... PHL Sugar vs World price: 2018/19, Php: Comp: 1,590, A/US q: 1,163, B/Dom.: 1,630, D/World: P.661 /P52.62= $12.56
  7. CATCH-UP coming?: Seems like RCI should be doing some catch-up with ROX., now P 1.00 higher. But RCI's ownership may be down to something like just 10%, so they can move separately. ROX-rci ... 5yr: 3yr: 1yr: YTD: 10d / Last: RCI: 0.56 +0.03 +5.66%, ROX: 1.57 +0.03 +1.95% 3yr: 1yr: 5yr: 3yr: 1yr: YTD:
  8. Ron DeSantis Laments ‘Disastrous’ Election of ‘Marxist Narcoterrorist’ President in Colombia Florida Governor Ron DeSantis described the election of Marxist Gustavo Petro, a former member of the left-wing M19 terrorist guerrilla, to the presidency of Colombia as “disastrous” in remarks on Monday, proclaiming that “we’ve got a problem” in Latin America with the rise of “totalitarianism.” DeSantis was responding to national election results on Sunday that gave Petro, also the former mayor of the national capital of Bogotá, a slight lead over surprise challenger Rodolfo Hernández and prompted the latter to concede, making Petro Colombia’s first president-elect. Despite dramatically declaring that the presidential election was hopelessly rigged as recently as last Thursday, insulting Colombia’s top election integrity official as a “liar,” Petro has yet to challenge the election results at press time. Colombian election officials documented nearly 400 instances of “irregularities,” including vote-buying and voter intimidation, in Sunday’s election. Petro is the first leftist president in the modern history of Colombia, a testament to Colombia’s longstanding tradition of conservative politics. DeSantis presides over the state with by far the largest Colombian-American population in the country, followed distantly by New York and New Jersey. Florida is home to an increasingly diverse community of anti-socialist Hispanic-Americans generally who largely support their governor’s conservative policies. “We watched the election results down in Colombia, and we have a lot of great Colombian-Americans here in our state who are very concerned about what was going on,” DeSantis told reporters on Monday, “and I think the results of that election have been very, very troubling for people that believe in freedom in the Western Hemisphere.” . . . DeSantis went on to warn, “we’ve got a problem in the Western Hemisphere with Marxism and totalitarianism really spreading.” “We thought 25 years ago, the Cold War and all this stuff, and it [Marxism] just keeps rearing its head. We’ll continue to stand with the people of Florida here who are passionate about freedom in the Western Hemisphere,” he promised, “particularly in Colombia – but very, very disappointing and very, very troubling result in that election.” Colombia follows Bolivia, Peru, Chile, and Argentina in electing radical leftists president since the Chinese coronavirus pandemic began, a testament to how poorly conservative and center-right governments handled the crisis in the region. In October, Brazilians will go to the polls for a presidential race largely considered a referendum on conservative President Jair Bolsonaro’s handling of the pandemic. Bolsonaro was a regional outlier in opposing Chinese coronavirus lockdowns and business restrictions. Petro’s election has been a particularly alarming development because, unlike the other leftist leaders elected, he has openly admitted to being a member of a terrorist organization. > https://www.breitbart.com/latin-america/2022/06/21/ron-desantis-laments-disastrous-election-of-marxist-narcoterrorist-president-in-colombia/
  9. Gran Columbia (GCM.t) : 200,000+ oz/yr Gold miner GCM UPDATE: Mid-Sep 2021: 3.1.21: Flip: 10d: C$5.25 /40.48, 09.17.21: = 12.96%, 12.0% at 9.15.21 Prev. 10.15.20: 10.9%, 3.09.21: 13.2%, 05.10.21: = 10.1%  GCM.t .. 10yr: 5yr: 3yr: Last: $5.16 +0.08, +1.57%, vs.GDXJ: $40.83 -1.67, -3.93%. +5.5% outperformance FLOAT vs. VALUATION at $1.27- mid.Sep.2021 Category == : Qty. : Price : CAD $ : USD $ : Exer. : $ recd Common shs: 98.5M : $5.00= $492.5M US$388M: N/A : $ 0 : ’24, Wt.$2.21: 10.4M : “ “ = $ 52.0M US$ 41.M: $2.21: $23.0M ’23, Wt. $5.40: 3.3M : “ “ = $ 16.5M US$ 13.M: $5.40: $17.8M ’23, Wt. $6.50: 7.1M : “ “ = $ 35.5M US$ 28.M: $6.50: $46.1M ’22-24 Wts. : 6.5M : “ “ = $ 32.5M US$ 7.M: $4.00e $26.0M ’22-26, Opts.: 2.5M : “ “ = $ 12.5M US$ 10.M: $4.00e $10.0M Cv. Debent’s : 3.8M : “ “ = $ 19.0M US$ 15.M: $4.75: $18.0M Fully Dilluted 132.1M : $5.00= $660.5M US$520M: Cash: $141.M Less Cash on exercise. Less : (140.9M) <-------------------------- v v : Net MktCap : $519.6M = $409M = Segovia. : 1.45 M oz. : Prod.: 200k + oz. Ongoing Toroparu. : 7.35 M oz. : Prod.: 200k ? oz. From 2024? Ttl.Resource. / 8.80 M oz. : = $ 63.00: US$49.30/ oz ==================== : ======== Less Portfolio Value : C$ 337.M: Net MktCap : C$ 183M: $144M Ttl.Resource. / 8.80 M pz. : = $ 20.75: US$16.37/ oz GCM.t ... 10-yrs : 5-yrs : 2-yrs : 12mos : 6-mos / 10-d / TPRFF : GCM.NT.U Updated, Last: C$2.53 (US$1.94) at 8/07/2018 - Versus 200d : 377d.ma : 610d : 987d. : 700-800d : Mkt.Depth : AFTER Reverse split : 1-for-15 : Management awarded itself over 1.9 million Options at C$2.55 before the split : 12-mos : 2-yrs : 3-yrs : Longer term - after split prices 3-yrs : 4-yrs : 5-yrs : GCM / Gran Columbia Mines - C$0.145 ( in Jan. 2016 )Share O/S : 23.7 mn x $0.145 = C$3.4 Million Restructuring: = could mean the : Issuance of a maximum of 1.44 Billion shares / 15 = 96 million shs after reverse split === About Gran Colombia Gold Corp. Gran Colombia is a Canadian-based gold and silver exploration, development and production company with its primary focus in Colombia. Gran Colombia is currently the largest underground gold and silver producer in Colombia with several underground mines in operation at its Segovia and Marmato Operations. Gran Colombia is currently advancing a project to develop a modern, large-scale, gold and silver mine at its Segovia operations. Date---- : GCM.t : 7,692 : CAD$ : NotVal : 1% Deb. : vol. : Db.O/S- Date : 6%Deb: Db.O/S- Date : TtlDebt : Shs-OS : MktValue : Ent.Val. : Gold : OZ's 03/31/16 : $0.095 : 0,731 : 0.769 : 56.94 : $58.00. --------- : $71.2- 03/31 : $68.00 : 104.0 - 03/31 : $175.2 : 125.5m : C$11.9M: $184.3M/ 1234= 149.4k 06/30/16 : $0.100 : 0,769 : 0.773 : 59.44 : $55.00. --------- : $67.7- 06/30 : $65.00 : 103.3 - 05/12 : $171.0 : 157.8m*: C$15.8M: $183.2M/ 1325= 138.3k 12/30/16 : $0.095 : 0,731 : 0.744 : 54.39 : $61.00, 20.0k : $49.7- 12/06 : $84.00 : 101.2 - 12/06 : $150.9 : 277.6m*: C$26.4M: $170.5M/ 1152= 148.1k 02/10/17 : $0.110 : 0,846 : 0.764 : 64.63 : $61.00, 625.k : $49.7- 12/06 : $81.00 : 101.2 - 12/06 : $150.9 : 277.7m*: C$30.5M: $174.2M/ 1236= 140.9k 03/31/17 : $0.100 : 0,769 : 0.750 : 57.68 : $64.00, 56.0k : $49.7- 12/06 : $82.99 : 100.7 - 04/07 : $150.4 : 277.7m*: C$27.8M: $171.3M/ 1251= 136.9k 04/21/17 : $0.095 : 0,731 : 0.742 : 54.24 : $65.00, 59.0k : $49.7- 12/06 : $81.99 : 100.7 - 04/07 : $150.4 : 277.7m*: C$26.4M: $170.0M/ 1289= 131.9k 04/26/17 : $0.095 : 0,731 : 0.733 : 53.82 : (reverse split) : Date----- : GCM.t : 513sh: CAD$: NotVal: 1% Deb.: vol. : Db.O/S- Date : 6%Deb: Db.O/S- Date: TotDebt: Shs-OS : MktValue : EntValue : Gold : OZ's 04/27/17 : $1.550 : 0,795 : 0.733 : 58.28 : $61.00, 78.0k: $45.97-04/28 : $80.50 : 100.7 - 04/28 : $146.7 : 20.45m*: C$31.7M: $169.9M/ 1266= 134.2k 05/09/17 : $1.410 : 0,723 : 0.730 : 52.80 : $63.01, 78.0k: $45.97-04/28 : $81.00 : 100.5 - 05/02 : $146.5 : 20.45m*: C$28.8M: $167.5M/ 1216= 137.8k 08/22/17 : $1.370 : 0,703 : 0.796 : 55.94 : $70.00, 78.0K: $45.97-04/28: $87.00 : 100.5 - 05/02 : $146.5 : 20.45m*: C$28.0M: $168.8M/ 1286= 131.3K 09/25/17 : c$2.20 : 1,129 : 0.808 : 91.19 : $89.50, 36.0K: $45.97-04/28: $92.00 : $99.4 - 06/30 : $145.4 : 20.45m*: C$45.0M: $181.8M/ 1312= 138.5k oz 10/12/17 : c$1.86 : 954.2 : 0.802 : 76.53 : $81.00, 20.0K: $45.97-06/30: $95.02 : $99.4 - 06/30 : $145.4 : 20.45m*: C$38.0M: $175.9M/ 1297= 135.6k oz 10/20/17 : c$1.84 : 943.9 : 0.792 : 74.76 : $78.00, 10.0K: $45.97-06/30: $95.02 : $99.4 - 06/30 : $145.4 : 20.45m*: C$37.6M: $175.2M/ 1281= 136.8k oz 12/29/17 : c$1.96 : 1,005 : 0.795 : 79.90 : $85.50, 50.0K: $45.97-09/30: $98.00 : $95.7 - 09/30 : $141.1 : 20.45m*: C$40.1M: $172.0M/ 1309= 132.1k oz 01/16/18 : c$2.22 : 1,139 : 0.803 : 91.45 : $90.75, 109.K: $45.97-09/30: $98.00 : $95.7 - 09/30 : $141.1 : 20.45m*: C$45.4M: $177.6M/ 1337= 132.8k oz. 04/04/18 : c$2.37 : 1,216 : 0.783 : 95.20 : $94.00, 58.0K: $43.60-03/20: $99.50 : $91.4 - 03/20 : $135.0 : 23.60m*: C$55.9M: $178.8M/ 1340= 133.4k oz. 04/30/18 : c$2.68 : 1,375 : 0.780 : 107.2 : $102.5, 21.0K: $34.40-04/30: $100.0 : $98.0-04/30: $132.4 : 28.11m*: C$75.3M: $191.2M/ 1319: 145.0k oz 05/10/18 : c$2.55 : 1,308 : 0.785 : 102.7 : $103.3, 21.0K: $34.40-04/30: $100.0 : $98.0-04/30: $132.4 : 29.32m*: C$74.8M: $191.1M/ 1322: 144.5k oz Date----- : GCM.t : 513sh: CAD$: NotVal: 1% Deb.: vol. : Db.O/S- Date : 8.25%D : Db.O/S- Date: TotDebt: Shs-OS : MktValue : EntValue : Gold : OZ's ========= Last column : at 132.8k on 12/29/2017 - GCM had an enterprize value of 132,800 oz., that is is just 80% of its 2017 gold production (ignores costs) Date-------: GCM.t: Cad$: us$Val: ShsOS MktVal: 8.25%Db: Date: Cash: Ent.Val. /$Gold : OZ's /Prd. yrs.: 221wtx$inTM 08/10/18: $2.44 :x.761= $1.857 48.2M $89.5M: $ 98.0M: Est.: $28.0: $159.5M /$1219: 131k/200: 0.66: 00.0Mx$0.23 08/10/18: $2.13 :x.761= $1.857 48.2M $89.5M: $ 98.0M: Est.: $28.0: $159.5M /$1219: 131k/200: 0.66: 00.0Mx$0.23 OLD-Obsolete / Alternative calculations : debs - 9/30/17 = Face Amt : discount : (maturity-) 1% : : $30,674K : $45,970K : $15,296k (2018, Aug.) 6% : : $33,396K : $48,696K : $15,300k (2020. Jan.) 8% : : $28,858K : $46,955K : $17,548k (2024) DEBs: $92.93K : $141.07K: $48,144k/ BKV: $229.32k / shs OS: 20,450k = US$11.21 /sh. ($10.76-6/30) Disc. : $ 48.14 K / 20.45k = ($2.35) + $11.21 = US$8.86 / sh. ($8.08-6/30) Alt.2: $229.32 +$92.93k= $322.25k / (20.45k + $141.07/$1.92= 73.47k= 93.92k) = US$3.43 xC$1.245= C$4.27 ==== 1% Debs. Cv.: $190 + c$1.86 x415.5 x0.802= $620= $809.8 : $81.00 Debs : Int. : CvShs : x$1.55: *0.733: adj.* : Last : Prem.: maturity : time x Coupon : Total: adjPrem. 2018 : 1% : 513 shs : C$ 795= $583 : $662 : 65.0: -1.81%: 11Aug18 : 1+3mos : $12.5 : $683 : -4.84% : 2020 : 6% : 513 shs : C$ 795= $583 : $583 : 80.5: +38.1%: 02Jan20 : 2+7mos : $155. : $738 : +9.08% : ==== *Maturity value = $190 + 415.5 shs (x$1.55x0.733) = $190 + $xxx = US$662 #1: Shares: 277.7M + 1%Debs $49.7M> 382.6M + 6%Debs> 778.1M = 1,438.4 x C$0.110 = C$158.2 x 0.759 = $120.1M / 1239 = 96.93k oz #2: Shares: 277.7M + 1%Debs $49.7M> 309.6M = 587.3M shs x C$0.110= C$64.6M x 0.759 = $49.0:: + $9.44M + $101.2 = $159.7M / 1239 = 128.9k oz ** : #2 assumes: : At 2018 maturity, 1% Debs= ($190 + 6,230 shs) so: $49.7M x19%= $9.44M, +6% Debs-$101.2M; are not conv. :: Up to 12/2016, GCM repurchased and cancelled $2.9M principle = 22.4M shs. less /1450M = -1.54% ======= > Debs. : http://www.grancolombiagold.com/news-and-investors/market-information/default.aspx#shares > ShOS : http://www.stockhouse.com/companies/quote?symbol=t.gcm > New DEBs "Gold linked notes" FAQs: http://s21.q4cdn.com/834539576/files/FAQ/GCM-Gold-Linked-Notes-Debentures-FAQ-2018-04-30.pdf Fitch Ratings has as an initial rating of “B-". with a Rating Outlook of Stable > CvBond symbols :: TPRFD | T.GCM.DB.V 6% | T.GCM.DB.U 1% |T.GCM.W.A| TPRFF GCM website at : http://www.grancolombiagold.com A profile on SEDAR at---- : http://www.sedar.com. Presentation : 11/2017 : http://s21.q4cdn.com/834539576/files/doc_presentations/Marmato-Deeps-Zone-CGS-Final.pdf Bull Board at : http://www.stockhouse.com/ : http://www.stockhouse.com/companies/bullboard?symbol=t.gcm
  10. INFLATION, CRB & Oil Cycles. TYX C-10d: YTD: 10d: O-10d: +UGL wCrb: YTD: w/GDX: 10d/ Br.: spx Have done A LOT of work on charts, etc. You may find this thread Useful, and will use it in the FUTURE to monitor relevant prices, and see how much inflation pressure is in the system. My current guess is that pressures will ease from here, and Gold will soar soon. Inflation Drivers Up > Long term Rates Up.. now pushing thru 3% USO / Oil etc... since Dec'21: XLE-etc: YTD: 10d: USO-only: OyrH: 88.32/ XLE-only: XyrH: 90.46 = wti:H $120 (133%) TYX/ 30yr T-Bond Yield: YTD-w/CRB: 2yr: 1yr: 6mo: 10d/ 34.13=3.41%: ytd: 34.13/19.05= +79.2% -0.55% to: 6.15 Previous: 29.91=2.99%: ytd: 29.91/19.05= +57.0% up 1.09% to: 5.26 Lower USO, and CRB can "pull the rug" on the rise in LT interest rates, TYX But Can Team Biden engineer a bigger drop in Oil that just a few days' dip < updated UGL / 2x Gold: YTD-w/CRB: w/Gdxj: 2yr: 1yr: 6mo: 10d / 59.73/59.81= - 0.14% to: 5.26 / GLD: $170.96 > $172.76 // OIL CYCLE may be peaking. See the panel below. // target; about $90 for XLE, and USO, $120 for WTI Note that: XLE has reached 100% of GLD in the past (2008 Peak) and now is only 50% of GLD/Gold. XLE/ Oil Stocks : AllData: 10yr: 5yr: 2yr: 1yr: 10d / $85.53. Target > $90-100 (yrH: $90.46, 5.31.2022) $CRB / 6mo: CRB.it: USO ti: Br.: Un.LdG : UNG: TYX / SCO: UGL: GLD: GDX: UDN: DXY: SPY: IWM: TNA o: Ndx: xsu o: GOLD to CRB : R- 5.79x Some might use that chart to say: "GOLD doesn't protect you against inflation" (though very long term charts suggest otherwise.) Others will say: "This just shows how cheap Gold is now." USO etc - from 2009: mid-2015: Oct.2018-W: Jan'2020-D: 2yr: 1yr: 10d :: USO: 80.58 / GLD: 171.91 = r-46.9% USO etc - from mid-2015: 2yr: 1yr :: USO: 80.58 / GLD: 171.91 = r-46.9% USO etc - from 2009: 2yr: 1yr: 10d :: USO: 85.46 / GLD: 172.85 = r-49.4% . at 5.22.22 . XLE: 88.53/uso= r103.6% Ratio: USO: 80.58 / GLD: 171.91 = r-46.9% 5yr fixed: 3yr Below :: WTI Crude to Gold : $00. / $00: Ratio: 5.97% US DOLLAR could be peaking here at/near 105-110. DXY: All: 10yrW: 5yrD: 2yr: 1yr: 6mo: UDN: 10d / Last: 102.93, YrH: 105.01 Update 2yr: 1yr: 6mo: UDN: 10d . $102 broken, with Heavy selling
  11. Panel#Y, page 1 SIL: $28.45 . Abt,.44%vol $P: 10.2022, 120d: 01.2023, 000d : 01.2024, 000d: == Oct… 35: 0.00-0.00/ 0.00: 0.00-0.00/ 0.00: 4.40-4.80/$4.60 30: 2.30-2.45/$2.38: 3.20-3.50/$3.35: 5.50-6.30/$5.90: 28: 3.10-3.40/$3.35: 4.10-4.40/$4.25: 0.00-0.00/ 0.00: 25: 4.90-5.10/$5.00: 5.70-6.00/$5.85: 8.20-8.50/$8.35: == GDXJ: $35.99 . Abt,.45%vol $C: 09/2022, 085d: 01/2023, 211d : 01/2024, 575d: 40: 1.58-1.71/$1.65: 3.30-3.50/$3.40: 6.45-6.65/$6.55: 35: 3.60-3.80/$3.70: 5.30-5.65/$5.48: 8.45-8.60/$8.53: 30: 7.00-7.25/$7.13: 8.30-8.65/$8.48: 10.7- 11.3/10.98: 25: 11.3-11.6/11.45: 12.1-12.5/12.30: 13.7- 14.5/14.08: ==
  12. INFLATION BELLS, with CRB & USO CRB + Three Bells... since 2020: FOUR BELLS... since 2020: showing the "unnatural" collapse in USO, Another from 2010: Oct 2018 : USO: $90.04, XLE: $92.08, DBA: $22.11, GLD: $172.94 THREE BELLWETHERs: Oil (stocks), Ags, and GDX/Gold stocks ... from 2007:
  13. Colombia elects former guerrilla Petro as first leftist president BOGOTA/BUCARAMANGA, June 19 (Reuters) - Leftist Gustavo Petro, a former member of the M-19 guerrilla movement, who has vowed profound social and economic change, won Colombia's presidency on Sunday, the first progressive to do so in the country's history. Petro beat construction magnate Rodolfo Hernandez with an unexpectedly wide margin of more than 700,000 votes in what analysts said was a demonstration of Colombians' eagerness for efforts to combat deep inequality. Petro, a former mayor of capital Bogota and current senator, has pledged to fight inequality with free university education, pension reforms and high taxes on unproductive land. He won 50.5% to Hernandez's 47.3%. Petro's proposals - especially a ban on new oil projects - have startled some investors, though he has promised to respect current contracts. read more His victory was likely to cause market jitters until his cabinet is announced, analysts told Reuters on Sunday. > More: https://www.reuters.com/world/americas/colombians-head-polls-tightest-election-recent-memory-2022-06-19/ Analysis: Colombia's first leftist leader Gustavo Petro targets inequality; investors on edge, article with image Colombia's Gustavo Petro of the Historic Pact coalition shows his ballot before casting his vote at a polling station during the second round of the presidential election in Bogota, Colombia June 19, 2022. REUTERS/Luisa Gonzalez/File Photo Register now for FREE unlimited access to Reuters.com BOGOTA, June 20 (Reuters) - The election of Colombia's first leftist president, Gustavo Petro, is indicative of widespread yearning for a more equal and inclusive society, analysts and business leaders said, but the former guerrilla will need to act fast to reassure investors. Petro, a 62-year-old former mayor of the capital Bogota and current senator, won some 50.4% of votes on Sunday, handily beating construction magnate Rodolfo Hernandez. read more The election of a former guerrilla marks a radical change for a country still scarred by decades of conflict and highlights the depth of frustration with the right-leaning political establishment accused of overseeing a wide gap between rich and poor. Petro has pledged to fight inequality with free university education, pension reforms and high taxes on unproductive land in the Andean country, where nearly half the population lives in poverty. His proposals - especially a ban on new oil projects for environmental reasons - have startled some investors, though he has promised to respect current contracts. read more This campaign was Petro's third presidential bid and his victory adds the Andean nation to a list of Latin American countries that have elected leftists in recent years. Petro will take office at a time when Colombia is struggling with low credit ratings, a large trade deficit and national debt which is predicted to end the year at 56.5% of GDP SOME CHECKS on this policies Petro's victory showed people in Colombia - where nearly half the population lives in some form of poverty - are eager to fight inequality, said Daniela Cuellar of FTI Consulting. "What the Colombian population demonstrated today is that they are seeking a government focused on key social issues," she said. "Colombia's longstanding ailments of inequality, which were exacerbated by COVID-19, have contributed to the electorate seeking a shift." But a fragmented congress, where a dozen parties have seats, will act as a check on Petro's proposals. "Colombia's institutional strength and rule of law appear sufficiently robust for the country to maintain economic stability," Cuellar said. "Moreover, campaigning is not governing, Petro's policies will be more moderate." "Even if he tries to pass radical reforms, he does not have the congressional support to implement them," she added.
  14. Some good CYCLES work here, including the mining clock Bob Thompson: The Case for the Next Leg in the Bull Market Tom welcomes a new guest, Bob Thompson, to the program. Bob is Senior Portfolio Manager at Thompson Investment Partners of Raymond James Ltd.
  15. A PRECIOUS Decade? - Long View of the Challenging 2020's Coming: A DECADE of Rising Commodities, and weak Stocks? Silver & Gold have been one of the best investments of 2020 & deserve a strong focus. David Hunter has a well articulated view of the Next Decade ... & Beyond > HUNTER's Twitter > https://twitter.com/davehcontrarian?lang=en UDN vs-SLV, GLD, SPY ... from Nov.2018: 11/2019: YTD: 10d / SLV: $22.94 , GLD: $178.64, SPY: 345.78 From 2020’s March Low, to the year's Aug High. Silver was >3X Gold’s rise ! /GLD: SLV: +etc: 10d: UK 5d: AGQe: SLV Mar.L: $10.86 > Aug.H : $27.39 : Silver = +152% GLD L: $136.12, $1,451 > H: $194.45, 2,089 = +44.0% SPY L: $216.42, $2,192 > H: $357.32, 3,588 = +63.7% Per David Hunter: "Secular Top in stocks this year" (maybe SPX-4,000).. and... A melt-up Peal before year-end, and a Big Bust next year - with Eventually a 80% drop in Stocks. This chart will be one to watch, possibly for years: Focus on "precious" metals, Silver & Gold UDN vs-SLV, GLD, SPY ... from Nov.2018: 11/2019: YTD: 10d / Silver: 24.67, SLV: 22.94 = r107.5% / Gold: $1.905, GLD: 178.64 = r10.66 UDN: 21.17. with DXY@92.75, Eur@$1.186 / SPX: 3,465, SPY: 345.78 = r10.02 STOCKS; DEFLATIONARY BUST in 2021, after a melt-up? So says Cyclical analyst David Hunter... David Hunter: 1970s Style Inflation Will Set Gold on Fire > The Dollar & the Fed are a big part of this story. USD has been weak in 2020, especially since the late March peak at 103 DXY - trade-weighted Dollar ... All: 5yr: 2yr: 2018: 2019: YTD: 10d / DXY: $92.75 > DH expects a Low at 85. UDN - US Dollar Bear Fund...All: 5yr: 2yr: 2018: 2019: YTD / UDN: 21.17
  16. Anna Weyant sold this 2020 portrait, ‘Summertime,’ for $12,000. Two years later, the buyer resold it at Christie’s for $1.5 million. Three Years Ago, Her Art Sold for $400 at the Beach. Now It Fetches Up To $1.6 Million at Auction Anna Weyant, a new art star whose work evokes a millennial Botticelli, was discovered on Instagram. She’s also dating her dealer, Larry Gagosian. “She’s intelligent and has this Midwestern reserve, and she doesn’t speak all the art lingo,” he said. “I’m just trying to protect her from the big bad wolves.” Ms. Weyant said she welcomes his gallery’s market expertise, calling it a comfort. The artist is also trying to stick to her familiar routine. Although she increasingly travels in Mr. Gagosian’s jet-set circuit, she still lives and works in the one-bedroom apartment on Manhattan’s Upper West Side that she moved into in 2017. She pulls the curtains shut in her living-room-turned-studio when she works, her King Charles spaniel snoring beside her. The environment is hermetic, though her disposition is bubbly. When visitors come, the artist said she likes to bake chocolate-chip cookies. > https://archive.vn/dqP69
  17. ART thread: A long term investment? Or short punt? What are they cycles? How to choose investment art? =================================== I have attended two major Sotheby's auctions in Hong Kong, and am fascinated with the potential for investing in Art: + Art prices jumped 18% in 2007, according to: http://www.Artprice.com + Some paintings have been sold for absolutely fabulous returns, like 100 times or more of the cost. + You get tax-free "dividends" through the pleasure you get in having it around you Having said this, there are some drawbacks - My initial work suggests that we may be at-the-peak or over the top of a long term cycle - The big money is made by SELLING AT AUCTION, not in buying there - It is difficult to spot up-and-coming artists, since art investment depends on more that pure talent. Of greater importance is how good the arts (or his managers) are at promoting art, and how important and artist becomes in a the "flow of art history" A fascinating subject (to me), and so I hope others are interested too == == CYCLES... Sotheby's (BID) has already experienced the sharpest drop since 1999 Monthly BID Chart ... update : close-up-2008 TURNING POINTS: : 1 : late 1980's stock boom : A : End of Property downturn in the US& UK : 2 : Peak of the Dotcom boom : B : End of the Nasdaq/Tech stock bust : 3 : Peak of the pre-subprime Stock boom
  18. Charles Nenner: It's Too Late to be Defensive - from Monday June 13th Tom welcomes a new guest, Charles Nenner. He provides independent market research to hedge funds, banks, brokerage firms, family offices, and individual clients. He has been out of most markets for the last year, everything except crude oil and natural gas. They are looking for entry points in gold and silver after the summer. GLD / Gold ... $171.27 x10.8= $1,849 SPX Last: 3,674.84. (which is a little BELOW his 3,700 target ) NASDAQ Last: 10,798. (which is a little BELOW his 11,180 target ) They have a downside target on the S&P of 3709, and, 11180 on the Nasdaq. There may be a bounce at that level, but it's still a long-term bear market. The correlations that experts give for inflation may be wrong. The causes of inflation have been building for a long time. Instead of trying to explain every action, it's important to focus on the long market cycles. This will remove a lot of the guess work as to the causes. Charles explains the timeframes and cycle methodology that he utilizes in his research. Charles argues the Fed is not really in control and that most of their actions have little effect. He believes they are worried about the situation. He notes that insiders started selling in the second half of last year. The problem with the news is they will tell you why something happened after it happens. In 2006, he predicted the housing market would crash, which it did. When stocks move up with a certain amount of momentum, you can calculate how long it will go up.
  19. Nenner Predicts - And often gets it right ! Charles Nenner has some d@mn good cycles ======================================= (My broker suggested I take a look at this guy) Back on 2/27/2009 he predicted a Major Low "within a few days": http://www.cnbc.com/id/15840232?video=1020388644 Prior to that, he had said "Get Out! ... and stay out in 2008": Charles Nenner Predicts 2008 Will Be a Bad Year for Stock Market ... 6 Dec 2007 ... Charles Nenner appeared on CNBC early Thursday morning, and announced his predictions for the coming year. While he predicts a stock market ... http://www.clevelandleader.com/node/4055 About Charles Nenner Charles has been the talk of Wall Street since accurately predicting some of the biggest moves in the Markets over the past few years. His newsletter focuses on various financial Markets - Equities, Bonds, Commodities - Oil and Gold - and Currencies - Euro, Yen, Aussie Dollar, as well as Economic Indicators - VIX, Payrolls, etc. Charles Nenner's system uses a unique algorithm that factors in multiple cycle movements. With international and institutional clients managing hundreds of billions of dollars, Charles' advice is highly sought after. He also provides media appearances and private speaking engagements around the globe. = = = = = LINKS His Website : http://www.charlesnenner.com/
  20. Why Food Inflation Is Only Getting Started by Capitalist Exploits Friday, Jun 17, 2022 - 17:49 Take a look at this: The US has just experienced an 8.8% increase in food prices. The problem (and there are many, actually) is that this doesn’t take into account the spiraling costs farmers are now experiencing. It’s worth remembering that because farmers pay upfront and only recoup their expenses at the point of sale/harvest months later, all the opex they’ve experienced has a lag. This lag is dependent on produce but certainly, we’re looking at a tsunami of food inflation 12 to 18 months out. Then there is the fuel and fertilizer. You’ll hopefully recall our bullish call on both fuel and fertilizer in order to play the entire food cost explosion that is now kicking off. Fuel and fertilizer together are the two largest input costs to farmers, typically exceeding in aggregate 50% of their total costs. Here’s diesel: Then we have fertilizer, itself a by-product of natural gas: Fertilizer has tripled and in some cases quadrupled. What are governments doing to “fix” this? Playing with interest rates. How cute! Sticking with supply-side economics…
  21. Bitcoin Futures ... update: Friday: $20,625 . Sat trading OTC: $18,815 Low (so far) Different channel follows ETHE / Grayscale Ethereum Trust... update: $7.08 x 149.5 = ETH-$1060: $7.08/ 0.660 = $10.72 x99. = $1060 High: $47.40 x102.8= ETH-$4,873... last ETH: $1,000 /149.5 = $6.69 ETHE Discount or Premium to NAV - YChartsx Is Grayscale ethereum trust trading at a discount? ETHE Discount or Premium to NAV: -33.41% for June 13, 2022. > https://ycharts.com/companies/ETHE/discount_or_premium_to_nav Discount/Premium to NAV Definition The discount/premium to NAV is a percentage that calculates the amount that an exchange traded fund or closed end fund is trading above or below its net asset value. This metric can be a valuable metric to track how far away a security is trading away from its true value. This is an important metric for closed end funds specifically because CEFs don't issue any additional shares after its initial offering. This can cause the price to stray away from the true net asset value of the holdings in... Is ETHE trading at a discount?
  22. China & the Bitcoin jump of 2017 : $1,000, $2,000 & rising UPDATE: May. 2022/ Is the Bitcoin Drop over? BITCOIN CYCLES Downturn seems not done yet, based on timing and extent of retracement Bitcoin Futures ... All: 2yr: 1yr: 10d / Last: 29,765 52 wk.: 28,105. to 69,355. === UPDATE: Aug. 2021/ Is the Bitcoin Bounce over? 65k - 30k= 35k drop. 50% retrace= 17.5+ 30= 47.5k; 62% retrace= 21.7+ 30= 51.7k Bitcoin... update: 4yr: Last $45k 4yr: Last $47k ALL data Yuan Dumps, Bitcoin Jumps As China Researchers Suggest "One-Off Devaluation" & Capital Controls As we have detailed numerous times recently, the recent move in Bitcoin has been strongly suggesting increasing fears of capital controls and/or expectations of a looming (and quite notable) devaluation of the Yuan against the US Dollar. Tonight saw China's largest nationalist tabloid suggesting that China should consider one-off yuan devaluation to keep the currency stable at equilibrium level. Offshore Yuan is tumbling - to new record lows. === === Bitcoin : The uptrend continues as money flees China: ======= Charts: Bitcoins LIVE : BTC:12-mos : 4-mos : 10d : Ticks : BtcWisdom : BTC-24hours : PB : : all-data : BTS - Frozen / Bitcoins, on Bitstamps ; 10-Days: http://tinyurl.com/bts-10d : 6-mos : 12-mos : 24-mos : 32-MOS ================== (this chart and comment is from 2 weeks ago): GLD / Gold : 5-yrs : 3-yrs : 2-yrs : 12-mos / 10d // Last: $107.93 : Gold: $1133.6 : The Gold market now is deeply oversold, and the end of the year is often a Turning point. But there's no guarantee this will be the bottom (again, like last year was) === > Main BTC thread : http://www.greenenergyinvestors.com/index.php?showtopic=10568 Crypto Market Caps : https://coinmarketcap.com Crypto Trading ------ : https://www.bitmex.com/ Bitcoin technicals---- : http://www.newsbtc.com/author/sarahjenn/
  23. COVERED BTC short at $19,123, and Bought ETH at $1,004 Is this the End or the Beginning of the Crypto Meltdown Why MicroStrategy Did Not Receive A Margin Call Even Though Bitcoin Fell Below $21,000 MicroStrategy bought vast amounts of Bitcoin using a combination of debt and cash since 2020. Their average price of holding is $30,700, and now the price of Bitcoin is $20,443. But despite that, they have not yet faced margin calls. The company has been buying Bitcoin since 2020 using a combination of debt and cash. In March 2022, MicroStrategy took a $205 million loan from Silvergate Bank to buy BTC. The interest-only loan was given to MacroStrategy LLC, a subsidiary of MicroStrategy, which is listed on the Nasdaq stock exchange, New York, and was secured by BTC as collateral. The company had 129,218 BTC at an average price of $30,700 as on March 31, 2022. > https://www.outlookindia.com/business/why-microstrategy-did-not-receive-a-margin-call-even-though-bitcoin-fell-below-21-000-news-203130
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