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drbubb

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  1. BUYBACK NEWS and strong cash flow is beginning to help the stock price chart update; Last: $5.21 ss (Stockhouse comments): Serafino wacht auf posted October 14, 2021 03:28 pm by Golddd but what is iacono waiting for to release the results of toroparu ??? instead of re-evaluating the company, what is Iacono doing ??? all other mines are on + 3/4/5%. is it possible that you do not...read more RE:Gran Colombia Gold Renews Share Buyback Program 1. Gran Colombia Gold this morning announced that it will be renewing its normal course issuer bid. Also known as a share buyback program, the program will see shares purchased by the company for...read more 2. Outstanding news. Take adva of low price while they can. Thanks management/board. 3. posted October 15, 2021 10:19 am by invest234 great news. gcm should have plenty of cash to buy back shares. $329mil cash + $138mil cash from wheaton making toro overfunded + updated pea likely reducing cost of toro + generating a lot of free cash every year with good profit margin + extra cash from polymetallic plant + 2000 tpd expansion soon + toro build increasing production to 400k+ oz/yr for even more cash great opportunity for gcm to buy shares cheap during this gold scare / repeated threat of fed stopping money printing, which we know is impossible when usa deficit needs to borrow trillion+ dollars more every year. that trillion dollars every year have to come from somewhere, which ends up being the fed.... read more 4. remember, the last time gcm started share buyback, gcm share price went over $8. they stopped previously because they were acquiring toro and needed to conserve cash to fund it. now that toro is fully funded, they have plenty of cash to buy back shares.
  2. 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
  3. GOLD/ Barrick's low may have been made at .... $17.50, now: $19.37, that's +10.7% Gold-etc... update : 3mo : 10d// : 3mo : 10d/ ==
  4. Cycles, & GEI's Favorite Gold shares Update on the Favorite-Gold stocks: Been buying again in early Dec Fav3 Gold: .. up :10d./: -w/UGL: GBS+: 5d / ytd: 3yr: 6mo / uk's CEY: 5d / AU: AG: A: B: Cu: D: g +b : ph /10d >ag:d: a, b, C: c, d: e: f: G: g: m: o: cu: S: s: Lt: Ry: w: z: T: TvF:2: SxS: B3: SpT: GBS vs GLD, GDXJ .. YTD: may-'21: 10d / GDXJ ($43.08) / UGL ($60.00) = 71.8%, GLD ($168.61) at 8/27/21 GOLD etc ... YTD: may-'20: 10d / ... UGL is Key. Correlation is High ! But swings are bigger, with AGQ-Silver-2X UGL ($57.82) etc: fr. 1.2020: YTD: 10d: GDX: 31.50, 54.5%%, AGQ: 37.18, 64.3% AGQ-to UGL Ratio: AGQ: 37.18, /UGL ($57.82) = 64.3% Fav-4 vs.GDXJ 6/'19: YTD: 2021: ng: ytd: 10d/ kitco Ag: Au: 01.20.20: gcm:C$7.71/ gdxj;52.06= 14.8%, 3.28, E:3.51, 1.82 === Pre-NY Opening indicators for Gold, Silver & Gold shares FRES.L, TLT, & GBS/Gold Bullion Securities (UK version of GLD) ... 10d / Kitco: AU: AG: mine news: StkW: Zimtu (0.215 -0.045), has 2 large positions: Combined Chart: 2021: May'21: w/ADD: +SRE: ZAIR (0.74, -0.04), CCE (0.455, -0.015) at 2.18.2021 :The "favored three" is led by this one, GCM.t, Gran Colombian Gold: ( 12.29.2020: C$7.40 ) GCM / Gran Columbia C$ Quote / ... 5yr-L: 4yr: 2yr: 10d/ Last: C$5.21 - 29.6% TML, nee, maw ... update: YTD: w/LGD: YTD / === (The following is also posted on page 2, June 3, 2020): HOT NOW - But how much longer? SPECULATIVE JUNIOR MINING & exploration - this is a pretty good summary of the risks & rewards of investing in this "now hot" sector : Dave Kranzler: You Haven’t Missed The Gold Stock Run-up…It’s Just Getting Started / 1-2 years to go? Maybe and maybe not. We may well hear arguments like that at the Top, so if you invests, invest carefully, and keep and eye on the Exit. Still, this was a decent interview about the dangers of local jurisdictions, using Stops, etc.
  5. havent seen that. what is the stock code?
  6. The Potash Crash... And Eventual recovery (POT > NTR) When Food and Ag prices came down, Potash crashed In recent years, NTR & other Potash companies correlated with energy stocks (XLE) NTR, etc vs- XLE ... 5 yr: from 10.10.2015 : NTR: $41.01, XLE: $30.79 NTR: All: 2yr: 1yr: 10d / Last $41.01, yrL: $23.85, yrH: $51.07 ILC, MOS vs XLE, DBA ... update : Top producing potash stocks ... update from 2016: Cheapest two: SDF, IPI ... from 2016: IPI: $9.72, SDF: $7.06 Nutrien (NTR) Mosaic (MOS) K+S (SDF) ICL (ICL) Intrepid Potash (IPI) Top exploration & development potash stocks... from 2016: Sirius Minerals (SXX.uk) : > SOLD to Anglo-American Highfield Resources (HFR.au) Salt Lake Potash (SO4) Kalium Lakes (KLL) Kazakhstan Potash (KPC) : stopped trading; last at 0.02 Emmerson (EML.L) In 2013, almost 70% of potash production was controlled by two cartels, Canpotex and the Belarusian Potash Company. The latter was a joint venture between Belaruskali and Uralkali, but on July 30, 2013 Uralkali announced that it had ended the venture. Now this : End of Potash Cartel to Boost U.S. Farmers - WSJ.com - A Russian producer's decision to end the global potash cartel stands to help U.S. farmers—and eventually consumers—by lowering fertilizer prices... - A classic case of high prices and a hot growth story prompting a wave of new supply - Potash demand was meant to spiral upwards, and spot prices went above $1,000 per mt in 2008 - Today potash is closer to $400 / mt, and demand has slowed with slower economic growth in emerging market - Brazil and India have seen their currencies slide, raising costs - The Russian cartel plans to operate at 100% capacity in the second half, up from 70% - Overall operating capacity will expand from 62 mn mt in 2012 to almost 71 mn mt in 2015 - Demand this year, is just 54 million mt Pricing At the beginning of 2008, potash prices started a meteoric climb from less than US$200 a tonne to a high of US$875 in February 2009.[35] These subsequently dropped dramatically to an April 2010 low of US$310 level, before recovering in 2011–12, and relapsing again in 2013. For reference, prices in November 2011 were about US$470 per tonne, but as of May 2013 were stable at US$393.[36] After the surprise breakup of the world's largest potash cartel at the end of July 2013, potash prices were poised to drop some 20 percent.[37] At the end of Dec 2015, potash traded for US$295 a tonne. In April 2016 its price was US$269.[38] In May 2017, prices had stabilised at around US$216 a tonne down 18% from the previous year. By January 2018, prices have been recovering to around US$225 a tonne.[39] World potash demand tends to be price inelastic in the short-run and even in the long run.[34] CHARTS Update : 5yrs : http://www.infomine.com/ChartsAndData/GraphEngine.ashx?z=t&dr=5y&gf=110545.USD.t NTR / Nutrien Ltd. (NYSE) : POT merged with.... Agrium / update : vs.DBA POT/ Potash Corp ..... All-data : 3 years : 6-mos : 10d-chart / update: $17.48 (at 7/18/2016) DBA / Ag Fund ..... All-data : 3 years : 6-mos : 10d-chart / update: $21.51 (at 7/18/2016) ===== LINKS : Potash Industry :: http://en.wikipedia.org/wiki/Potash
  7. Fresnillo CEO says Mexico's mining situation 'unfavorable' ACAPULCO, Mexico Oct 20 (Reuters) - The chief executive of Mexico's top precious metals miner Fresnillo on Wednesday described the current government's policies as "unfavorable" for the key industrial sector. Mexican President Andres Manuel Lopez Obrador's government has been criticized by the mining industry for its policy of no new concessions, as well as what have been described as unprecedented regulatory delays. Earlier this month, Lopez Obrador further stoked industry concerns by proposing a constitutional reform that would restrict future lithium mining, in addition to placing similar limits on other "strategic minerals" needed for the country's energy transition. "We are in an unfavorable environment right now," Fresnillo Chief Executive Octavio Alvidrez said in a mining conference in Acapulco. Dialogue with the government could lead to policy modifications, Alvidrez added, without going into details. The chief executive noted that last year the mining sector was initially left out of the government's designation as an "essential' industry, and as a consequence was forced to shut down for a couple months. But after dialogue with authorities, he added, mining was later deemed essential and mines across the country were allowed to open back up. > https://www.kitco.com/news/2021-10-20/UPDATE-2-Fresnillo-CEO-says-Mexico-apos-s-mining-situation-apos-unfavorable-apos.html cc
  8. Fresnillo / FRES.L, fnlpf - "World's Top Silver Miner" FRES.L , FNLPF / FRESNILLO ... All : 5yr : 2yr : 6mo : 10d : vSLV 5d-etc 10d-e / GBP 11.90 x1.330 = US$ 15.83 FNLpf / Fresnillo as a bellwether ... update : Fresnillo Inc. is ... " engaged in the exploration, development, and production of gold and silver properties in Mexico. Its properties include Fresnillo, Saucito, Cienega including the San Ramon satellite mine, Herradura, Soledad-Dipolos and Noche Buena." PRESENTATIONS : http://www.fresnilloplc.com/investor-relations/reports-and-presentations/ World’s largest silver producer (58.7 moz in 2017) and Mexico’s largest gold producer (911.1 koz in 2017) Total assets of US$4.7 billion and market cap of US$12.9 billion (2018 Guidance) + Silver production from the Fresnillo mine continues to increase, 7-9% increase expected this year + Pyrites plant and 2nd Dynamic leaching plant expected to be commissioned in 2Q18 + 2018 guidance: 67-70 moz silver & 870-900k oz gold ---------------------------: Act.2017 : Est. 2018 : /4 Qtrs. / : 1st.Half : Anal.Est Production : AG: oz 58.7M : oz 68.5M : oz 34.2M : oz 34.2M : Production : AU: oz 911.M : oz 885.M : oz 442.M : oz 221.M : Ratio au/au : / : Ra - 75.0 : Ra - 75.0 : Ra - 75.0 : Ra - 80.0 : AG eqv.Prod :EQ: oz 68.3M : oz 66.4M : oz 33.2M : oz 02.7M : Total AG eqv :TP: oz 127.M : oz 135.M : oz 57.5M : oz 19.8M : Aver. AG price = :+ $16.48 : + $16.50 : + $16.50 : + $00.00 : Revenues------ : R : $ 2,093M : $ 2,228M : $ 1,114M : $ 1,100M : EBITDA -------- : E : $ 1,060M : $ 1,130M : $ 0,565M : $ 0,280M : Prod.Cost----- : C : $ 0,769M : $ 0,837M : $ 0,818M : Per Ounce----- : c : ( $06.06) : ( $06.20) : ( $06.20) : Gross Profit-- : G : $ 0,925M : $ 0,986M : $ 0,493M : Expl.Expend. : X : $ 0,141M : $ 0,150M : $ 0,075M : Oper. Profit-- :OP: $ 0,709M : $ 0,756M : $ 0,378M : --------> Per Eq.Oz : $ 05.58+ : $ 05.60+ :$ 05.60+ : Shares OS--------- : 730.0 Mn : 730.0 Mn : 730.0Mn : OP per share :PS: $ 0.97 : : $ 1.04 : : $ 0.52 : : Basic EPS---------- : $ 0.76 : : $ 0.81 : : $ 0.40 : : > '18 cons.est. = $0.67 Cash & Equiv.---- : $ 0,896M : $ 0,900M : $ 0,900M : NEWS RELEASES : http://www.fresnilloplc.com/investor-relations/regulatory-announcements/ News / Advfn : May 30 : Fresnillo : 2018 Production Guidance : Silver-and-gold miner Fresnillo PLC (FRES.LN) said on Wednesday that its 2018 production outlook remains unchanged. Mexico-based Fresnillo said it remains on-track to produce between 67 million and 70 million ounces of silver, and 870,000 to 900,000 ounces of gold. Fresnillo said it expects to approve the development of its 56%-owned Juanicipio silver mine project, in the Zacatecas state of Mexico, "in the coming months", with a target of beginning production in mid-2020. 06/08/18 - Advfn : I think it was the failure to hold 1300 that has triggered the drop. The 1299 finish yesterday was a victory for the bears. It will have another run at it soon enough, but someone or more likely, some computer bot really doesn't want this over 1300. Fres.L / Fresnillo PLC ... All : 5yr : 2yr : 6mo : 10d / Last: == LINKS: Forums- : advfn : iii (unpopular) : Analysts: 17 are listed : X : Y : Z : Website : http://www.fresnilloplc.com UKoption: Top 5 SIL components 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
  9. Mentee portfolio shares, may be led back up by GSWR and WM.t (soon) CAN Portfolio WM.t / Walbridge etc... update: 10d/ Last: $0.57, SMD: $0.335, GSWR: $0.56, EMR: $0.05, MCI: $0.14 PHL Portfolio APX.ph / Apex Mining etc... update: w/V: 10d/ Last: P1.48, BEL:1.39, RCI: 0.76, ION:0.87, V:0.88 ==
  10. Mentee's Favs - Stock Charts & Monitoring... Two Portfolios (C$, Php) 2021 Mentee Portfolios ===: 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% Sep : 3,734: 149.4k +144,134 : 293.5k/: - 6.95%: 81.7% Oct?: 4,156: 166.2k +145,000 : 311.2k/ @10.19.+92.5% === : ===== : ====: ==Start=> 161.7k These charts are for a monitoring model trading portfolios of a Mentee, a friend I am helping to learn stock trading : Php 100K & Cad $1,300 > Will become How Much?? There is a PHL portfolio, started at just over Php 100,000. And a CDN portfolio, which started at C$1300, roughly US$1,000. old Top3 : vgld : vg : aag / 2020: 10d: +k/ st-watch: 0.125 + 0.365 + 0.28 / tinyurl.com/em-tee ... cdn: phl: updated New Top4-CAN: 10d: / at 9.25.2020: Vg: C$0.66, Vgld: $C0.18, Emr: $0.11, Smc: $0.065 New Top4-PHL: 10d / at 9.25.2020: Areit: P25.55, Shng: P2.65, Rci: P1.15, Plc: P0.315  Step #1: CAN Portfolio - Began at about US$1,000 Started at C$1,300 = 10,000 VGLD: C$1,000 + 2,000 AAG.wts ($0.15): worth C$300= C$1,300 x37= Php 48,100 Sold: 5,000 VGLD at 12 cents (raising $600), to buy VG placement at 25 cents, with "free" half warrants (in edit: Trading restrictions expire as follows: EMR: 12.01.20, VG: 11.29.20 ) Step #2: Portf. : # shs : price : strike : Net : c$Val.: VGLD : 5,000 : 0.125: $0.00: 0.125: $625 : VG : 2,400 : 0.365: $0.00: 0.365: $876 : VG.wt : 1,200 : 0.365: $0.30: 0.065: $078 : AAG.v: 2,000 : 0.280: $0.12: 0.160: $320 : =====> total: $1899 x 37 = 70,263 : vs. 48,100 : +46.1%, (but VG shares have a 4 month "hold" restriction) Big Picture indicators: GLD/Gold, SLV/Silver, GDXJ/Jr. Gold Stock index... versus PSEI/ Phl. Stock index BigPic : YTD: 10d/ at 9.25.2020: Gld: 174.94 ($1,900), Slv: 21.30, Gdxj: 54.23, PSEI: 5,839 -> Ratio: Psei/Gld: r33.4 RELATIVE PERFORMANCE (In edit, From BELOW): Index : 12/31/19: 3/30/- : 9/30/- : Sep.% : >9mo : >6 mo.: SPX —: 3,230.8 : 2,584.6: 3,363.0 : - 4.13%: +4.09%: +30.1%: PSEI - : 7,815.3 : 5,321.2: 5,864.2 : - 0.34%: - 25.0%: +10.2%: GDXJ. : $42.26 : $28.10: $55.36: - 7.41%: +31.0%: +97.0%: Can.pt : $1,300 : $1.300: $2,967 : - 6.82%: +128%: same Phl.pt.: 113,750: 113,750: 133,075: +1.01%: +17.0%: same 2.portf: 161,720:161,720: 241,371: - 3.18%: +49.2%= same TIMELINE ===: CAN : Ph.Eqv: PHL.port : Both / : month : >start : YTD : 3.idx: Real.: Mar : 1,300: =============> 161.7k : May: 2.0k-e P73.0k +115.0 K : 188.0k-e: =====: +16.3% Jun : 2,401: P88.0k +127,000 : 215.0k/ : +14.4%: 33.0% Jul. : 3,303: 121.9k +133,943 : 255.8k/ : +11.9%: 58.2% Aug : 3,184: 118.2k +131,811 : 250.1k/ : - 2.23%: 54.7% Sep : 2,967: 108.0k +133,075 : 241.4k/ : - 3.48%: 49.3% Oct : 2,955: 107.2k +137,967 : 245.2k/ : - 1.57%: 51.6% Nov : 2,967: 106.0k +146,179 : 252.2k/ : +2.85%: 56.0% Dec: 3,170: 119.5k +147,175 : 266.7k/ : +5.75%: 64.9%: ===== 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 There was little trading until May 2020 AUG'21: 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,
  11. Switch candidates? It is tough to take a loss, but maybe I can reduce the exposure to RCI, by shifting a portion of RCI's current value into one of these other "cheap" stocks: ROX, ION, or V. RCI -etc... 3yrW: YTD: 10d/ Last: 0.77, ROX: 1.26, ION: 0.84, V: 0.86 Some PHL shares under Book Value Sym: Company Last BkVal: EP : PE-R : RCI: RoxasCo.: 0.77: 3.38: -N/A: -N/A : ROX RoxasHld: 1.26: 3.76: -N/A: -N/A : ION: Ionics Cp.: 0.84: 3.01: 0.166 5.06x V. : Vantage : 0.86: 2.40: 0.101: 8.53x ====
  12. Philippines Sugar Producers, 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 / Last: $11.76 vs. YrL: $9.21: +27.7% Sugar vs. SLV, DBA : 5yr: 4yr: 2yr 1yr: 6mo: 10d: Sugar (no.11) vs Sugar Producers: All: from Dec.2013: Apr.2016: xx : Apr.2016: xx : 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
  13. WARRANT Swap agreed EMR.wt + MCU.wt > GSVR.wt, with terms: $0.45 exercise, and maturity of 3 years, March 2024 (?) I will reflect them, as having a cost of $30, $0.03. which was the intrinsic value at the time of the swap. The deemed price on the EMR and MCI wts sold will be $30, though they now have Zero intrinsic, at $0.045, $0.14 stock prices. GSVR.v / Guanajuato Silver Co. Ltd. (ex.Vangold) : YTD: w/AGQ: 10d: $0.48 + $0.05= $0.53 Why? will make accounting a little easier, and the GSVR.wts may have greater upside in the immediate future. GSVR used to be called Vangold and Mentee held 1,200 VGLD warrants earlier this year from a placement. I am just selling them back, at a attractive price. In fact, GSVR was up $0.05 on Wed, so the warrants are now worth $0.08 CAN Portfolio: Sep. > Oct.19: +11.3%, after -10.7% drop in Sep. PortC. : # shs: C.Cost: price: strike: Net: $Value: Profit: 10.19 : CASH : $ 00: $. 00: $1.00: 0.00: $1.00: $ 0: Gsvr.wt: 1,000: $ 30: 0.530: $0.45: 0.080: $ 80: $ 50:  SMD : 6,400: $ 2496: 0.325: $0.00: 0.325: 2,080: (416): WM : 3,000: $ 2280: 0.590: $0.00: 0.590: 1,770: (520): Proj.: P95,000: $ 2404: 39.52 $0.00 /40.00: 2,375: ( 29): ============ $ 7210: = TotalAssets => $6,305 ( 875) Loan C 0.5%/m.( 2115) ======: - 24 - 010: (2149) ( 34) > combine $215+1900 ===== Total :: $ 5,095 ======== 10/19=: $4,156: (939). NAV=Realised +$3795* -Unrealized Loss: ($ 939): +2,856 $1300, +219.7% = C$4,156> x40.00= Php 166,240 was 149,360 (prior mo.): +11.3% *was $3,815 at end Sept., + there was a $20 loss, on selling EMRwt at $30
  14. Vantage Equities Inc. (PSE: V) will subscribe to one hundred twenty-five million shares at pre-incorporation of Philequity Alpha One Fund Inc. at PhP1.00 par value. This was approved by the board on October 15, 2018. Vantage Equities paid PhP31.25 million on October 15 for the 25% of the 125 million shares subscribed. Vantage Equities’ investment in Philequity Alpha One Fund is part of the company’s investment portfolio diversification. Philequity Alpha One Fund will be incorporated to engage in the business of an open-end investment company. > https://www.phstocks.com/vantage-equities-pre-incorporation-investment-in-subsidiary-philequity-alpha-one-fund/
  15. PSEI Valuation, PE Ratios / & the "2020 Starter Portfolio" "The 2020 Starter Portfolio" combined chart PSEI-etc ... fr. 2015: 2017: 2018 / 5yr: 2yr: 1yr: 6mo: 10d / 7,370 + GLO:1,889 / BPI-etc: 10d : 6mo: 5yr / Components - he mentioned these specific stocks to me, but this is not really "his" portfolio. I will call it this the "2020 Starter Portfolio": Sym. : Company-: 02/21: -High (xx’20): vs.High shsOS: MktCap: Pr/Bk: BkVal: PER : Yield : Div. : PSEI : PSEI Index: 7,370 : 9059: (01’18) : -18.7% : 000.M: P00.0B : ===== ==== : 15.0: 1.94% : p143. GLO. : Globe Tel. : 1,889 : 2702: (06’15) : -30.3% :133.M: P252.B : 317.% 0,596 : 11.5: 5.04%: p95.2 MBT : MetroBank 60.85 : 90.53 (01’18) : -32.8% : 4.50B: P274.B : 88.4% 68.83 : 10.2: 1.64%: p99.8 TEL. : PLDT Inc. : 1,025 : 3,422 (09’14) : -70.0% : 216.M: P221.B : 202.% 0,508 : 11.9: 7.02%: p72.0 SHLph P.Shell Pet: 28.95 : 79.35 (02’17) : -63.5% : 1.61B: P46.7B : 121.% 23.90 : 20.7: 10.4%: p3.00 Four Stocks ============================= : Aver. : P794.B : 182.% ==== : 13.6 : 6.03% ===== ====== Fritz Ocampo, Chief Investment Officer, Bdo Unibank Inc Last night, I heard a very interesting Talk by Fritz Ocampo. (Chief Investment Officer, BDO) Fritz is bullish on the PH economy, and on PH stocks for this year and beyond. He expects lower rates and more spending to push up growth in 2020, & bring PHP lower. In his view, Right now is the time for bargain hunting in Stock Market because of... two discounts: The "Duterte discount", and some global weakness from CoVid-19. Du-30’s term will not last much longer, and people with start to look past that soon. He also thinks the Virus with depress China’s growth rate, not eliminate growth completely. He expects China's growth rate for 2020 to be cut by roughly half, growing again in 2nd Half. PH will stand out as the fastest growing economy in the fastest growing part of the World. At some point, probably soon, international investors will rediscover PH, and the capital outflows from global investors will reverse to inflows. PE ratios will rise, and probably earnings too. Meantime the Historical support level for PE's just below 15:1 may hold. If these views are accurate, then the 7,000-7,200 level may be strong support for PSEI. CHART - PSEI is now near 15X EPS> "An area very likely to generate a bounce... Or a strong rally." Let’s see which. The PH market fell despite growth, because foreign money moved out. That may reverse soon. THIS PSEI Chart / All Data - highlights how important is the 7000-7200 Support level DATABANK - PSEI - PE RATIO The index has a base value of 1022.045 as of February 28, 1990. Mo.End : PSEI : PEratio : Earns. : Chg. annual : YrE.’95 : 2,594 : 18.860 : P137.5 : ========== YrE.’00 : 1,495 : 14.160 : P105.6 : -23.2/-4% pa YrE.’05 : 2,096 : 15.050 : P139.3 : +31.9/ 5.55% YrE.’10 : 4,201 : 14.031 : P299.4 : +115./ 15.5% YrE.’15 : 6,952 : 19.552 : P355.6 : +18.8/ 3.45% YrE.’16 : 6,841 : 17.371 : P393.8 : +10.7% p.a.: YrE.’17 : 8,558 : 21.228 : P403.1 : + 2.36% p.a.: YrE.’18 : 7,486 : 17.887 : P418.5 : + 3.82% p.a.: YrE.’19 : 7,815 : 16.062 : P486.6 : +16.3% p.a. : ===== Jan.19 : 8,007 : 19.118 : P418.8 : Feb.19 : 7,705 : 18.855 : P408.6 : Mar.19 : 7,921 : 19.404 : P408.2 : Jun.19 : 8,000 : 18.521 : P431.9 : Sep.19 : 7,779 : 16.667 : P466.7 : Dec.19 : 7,815 : 16.062 : P486.6 : +16.3% p.a. : Jan.20 : 7,201 : 14.737 : P488.6 : Feb.20 : 7,370e: 15.0 E : P490E : =====
  16. THREE BOUNCES into a Major Low? Is that what we have just seen? Gold-GDX-UGL. YTD: 1yr: 10d: UGL has a similar pattern. $19.13, $32.52 / $56.30 = 34.0%, 57.8% at 10.15.21 ==
  17. x Canaccord Initiates Coverage - Expecting a DOUBLE
 xx
 On the path to becoming a LatAm mid-tier producer
Investment Recommendation: BUY 
We are initiating coverage of Gran Colombia Gold (GCM-TSX) with a BUY rating and a C$9.50 target price. Gran Colombia is a South America-focused gold producer operating the Segovia underground complex in Colombia and advancing the
recently acquired Toroparu project in Guyana. The company produces ~200koz/year from Segovia, and we believe with Toroparu it has the potential to double production to ~400koz in the next few years and diversify its production base.
  18. Complete retrace of disinflation... back to 20% And "biggest financial crisis the world has ever seen" A Future Of 20%+ Inflation? | David Hunter On What Comes After The Next Market Crash (PT2) ===.
  19. 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
  20. HUNTER's final rally, Dead Ahead? Indices: SPX, PSEI, GDX . update: 4438.3 +18.2%, 7183.1 +0.61%, $43.99 -18.9%, YTD: -0.03% at 10/15 Adam Taggart @menlobear. Oct 9 MELTUP THEN MELTDOWN @DaveHcontrarian still forecasts up to an 80%(!) crash, but he expects the market to first shoot up over 20%(!) before things roll over... . 2 . David Hunter @DaveHcontrarian. 19hr ago Both precious metals & industrial metals are poised for sharply higher prices in the weeks & months ahead. Gold,silver,copper & even steel stocks all are beginning what will be big rallies. Gold to $2500, silver to $50, copper to $6,GDX to $60,GDXJ to $100,SIL to $75 & SILJ to $35.
  21. Year To Date, Out-Performance AUG: +18.2% vs. -1.7%= +19.9% better SEP: +10.0% vs. -5.7%= +15.7% better Index: YE'2020 : 7/31 : 8/31 : 9/30. : YTD SPX —: 3,756.1: 4,395.3: 4,522.7: 4,307.5: +14.7% PSEI - : 7,139.7: 6,270.3: 6,785.9: 6,956.2: - 2.57% GDXJ. : $54.24: $45.83: $43.11: $38.34 : - 29.3% 3indices ===== : - 2.95%: +1.73%: - 4.45% : - 5.72% GLD. : 178.36 : 169.82 : 169.69: 164.22 : - 7.93%. Gdxj/Gld: 30.4%: 27.0% : 25.4%: 23.3% : ===== Phl.pt. : 147,175 150,084 148.174 144,134: - 2.07% Can.pt : $3,170 : $3,996 : $4,212 : $3,734 : +17.8% 2.portf: 266,747: 309,724 315,390 293,494 +10.0% Monthly chg: == - 0.40%: +1.83%: - 6.94%: Combined value of P293,494 /is -6.94% below P315,390 at End Aug. And up 10% YTD in 2021 so far. Indices: SPX, PSEI, GDX . update: 4438.3 +18.2%, 7183.1 +0.61%, $43.99 -18.9%, YTD: -0.03% at 10/15 ===
  22. GOLD : 19.655 +0.425, +2.2%, now my second largest position, using options Barrick Set to Achieve 2021 Production Targets GlobeNewswire 07:01 AM ET Oct. 14, 2021 (GLOBE NEWSWIRE) -- Barrick Gold Corporation (NYSE:GOLD)(TSX:ABX) ("Barrick" or the "Company") today reported preliminary Q3 sales of 1.07 million ounces of gold and 101 million pounds of copper, as well as preliminary Q3 production of 1.09 million ounces of gold and 100 million pounds of copper. It remains on track to achieve 2021 guidance1, with both the Africa & Middle East and Latin America & Asia Pacific regions continuing to trend to the higher end of their regional gold guidance and North America at the lower end. As previously guided, Barrick's Q4 gold production is expected to be the strongest of 2021 following the repair of the mill at Carlin's Goldstrike roaster late in Q3. Consequently, for Nevada Gold Mines (NGM) both Carlin and Cortez are expected to be at the low end of their annual guidance ranges, whereas Phoenix and Long Canyon are expected to be at the top end of their guidance ranges. Furthermore, production at Turquoise Ridge is expected to be below its annual guidance range, although full year production is still expected to be higher than the prior year. Production at Hemlo is also expected to be below its annual guidance range following a slower ramp-up of underground development due to Covid-19 movement restrictions. The average market price for gold in Q3 was $1,790 per ounce, while the average market price for copper in Q3 was $4.25 per pound.
  23. Major gold miners: GDX, GOLD, NEM etc: 56% UGL (2x Gold) Barrick Gold looks relatively cheap, in July 2021 / Link: tiny-/gdxnem : live GOLD, Gdx: Jr: UGL: Apx: Cyc: GDX vs. UGL ... from 1/2020: 2021: YTD: 5yr: 3yr: 1yr: 6mo: 10d :: $32.17 / $59.48 = 54% range: 56% +/- 4% Failed at resistance level in early Sept. 2021 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%) UPDATE... OCT > 10/6, 54.0% ...Another Possible Bottom behind us after testing 52%? GDX vs. UGL, GOLD ... YTD: w/FXE: w/NEM: 10d / $30.34, UGL: $56.16 = 54.0%, GOLD: $18.45 = 32.9% GDX-etc ... Feb-2021: 2yr: YTD: 10d / Gdx: $30.45/ Ugl: $56.19 (54.2%), Gold: $18.65 / Ugl: 33.2% === GOLD/ Barrick, vs. NEM & GDX .. 10d-w/UGL: GBS+: 5d / ytd: 3yr: 6mo / uk's CEY: 5d / AU: AG: More charts : from mid-2016 : w/Kgc: 5yr: 2yr: 1yr: YTD: 6mo: 10d GOLD : All-log: 10yrL: 10yr: 5yr: / Gold: $21.13 -- NEM: All-log: 10yrL: 10yr: 5yr: / Gold: $63.98 RATIO: GOLD to NEM: 33% or 1/3 of NEM price : chart: Ratio: GDX to GLD: about 20% : chart Ratio: GDX to UGL (2x Gold): 56% +/- 4%; GDX to UGL Ratio: LIKE CLOCKWORK! Buy at 52%, Sell at 60%+ GOLD vs. UGL (2x$Gold) +GOLD, NEM: “B:52%, S:60%+” Date : GLD : UGL : %Ugl : Gold , %-Ugl : NEM, %-Ugl: G/nem 08.30: 32.17: 59.45: 54.1%: 19.81, 33.3%: 57.51: 96.7.%; 34.4% 07.30: 34.92: 59.92: 58.3%: 21.77, 36.3%: 62.82: 105.%; 34.7% 6/ ’21: 33.98: 57.22: 59.4%: 20.68, 36.1%: 63.38: 111.%: 32.6% Ye’20: 36.02: 68.20: 52.8%: 22.78, 33.4%: 59.89: 87.8%: 38.0% 6/’20: 36.68: 64.83: 56.6%: 26.94, 41.6%: 61.74: 95.2%: 43.6% Ye’19. 29.28: 49.05: 59.7%: 18.59, 37.8%: 43.45: 88.6%: 42.8% Ye’18: 21.09: 37.41: 56.4%: 13.54, 36.2%: 34.65: 92.6%: 39.1% Ye’17: 23.24: 40.67: 57.1%: 14.47, 35.6%: 37.52: 92.3%: 38.6% 4yrE : ===== 48.84: 295.% ====: 35.8%: ==== : 90.3%: 39.6% Websites: GOLD: NEM: GDX ... UGL is Key. Correlation is High ! But swings are bigger, with AGQ-Silver-2X UGL ($57.82) etc: fr. 1.2020: YTD: 10d: GDX: 31.50, 54.5%%, AGQ: 37.18, 64.3% AGQ-to UGL Ratio: AGQ: 37.18, /UGL ($57.82) = 64.3% Fav
  24. Gran Colombia Announces Third Quarter 2021 Production and Webcast CHARTS-ytd: Gcm-Gold-GDX, w/RGLD: 10d: Last: C$5.18=us$4.18 / gdx-$43.15= 9.69% 10d: Last: C$5.04 -0.14=us$4.08 -0.10 / gdxj-$43.99 +0.84 = 9.28% -0.41% TORONTO, Oct. 13, 2021 -- Gran Colombia Gold Corp. (TSX: GCM; OTCQX: TPRFF) announced today that it produced a total of 17,213 ounces of gold at its Segovia Operations in September 2021 bringing the total gold production for the third quarter of 2021 to 49,848 ounces compared with 51,555 ounces from Segovia in the third quarter of 2020. The Company also produced 52,382 ounces of silver at Segovia in the third quarter of 2021, up from 47,560 ounces of silver in the third quarter last year. For the first nine months of 2021, Segovia’s gold and silver production totalled 151,104 ounces and 164,270 ounces, respectively, up from 146,278 ounces of gold and 134,820 ounces of silver in the first nine months of 2020. Lombardo Paredes, Chief Executive Officer of Gran Colombia, commenting on the Company’s latest results, said, “We have maintained a steady pace of production in the third quarter of 2021, which included a planned four-day maintenance shutdown at the Maria Dama plant in July. With our trailing 12-months total gold production from Segovia at the end of the third quarter amounting to 201,187 ounces of gold, up 2% over 2020, we are confident we will meet our production guidance at Segovia for the full year of 200,000 to 220,000 ounces of gold. We are on track to complete our expansion of the Maria Dama plant to 2,000 tonnes per day (“tpd”) in the fourth quarter of 2021 and our mine and brownfield exploration programs are proceeding as planned. In addition, commissioning of the new polymetallic plant at Segovia is nearing completion and we expect to have our first concentrate production in the fourth quarter of 2021. At the end of September 2021, we had a cash position of approximately US$329 million, including the net proceeds .... > https://www.stockwatch.com/News/Item/U-z8372258-U!TPRFF-20211013/U/TPRFF xx nc
  25. CHART update: Lows in place? FSM : 5yr: 2yr; YTD: 10d / Last: $4.27 + 0.13 cc FSM- etc ... update: $4.27 / GDXJ: xx = xx% xx
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