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drbubb

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  1. PSEI lags Jakarta too. JSI vs PSEI and UKX ... from Jul 31, 2018: 10yr: 5yr: 3yr: 1yr: 10d / 6,070, 6,270, 7,032 3yr: ===
  2. 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 : =====
  3. Fresnillo Benefited From Better Than Expected Silver Grades in 2Q -- Commodity Comment Jul. 28, 2021 at 2:33 a.m. ET + Fresnillo 2Q Total Silver 14.9M Ounces, Up 18% QoQ Jul. 28, 2021 at 2:55 a.m. + Fresnillo Reaffirms 2021 Guidance as 2Q Silver Production Rose 18% Jul. 28, 2021 at 2:11 a.m. ET Fresnillo profit up on stronger prices, cost cuts Jul. 28, 2020 at 2:28 a.m. ET by Jaime Llinares Taboada
  4. 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
  5. FRES.L ... chart / Last: 825.8 P +2.4% Fresnillo ups gold and silver production in second quarter Vladimir Basov Wednesday July 28, 2021 11:02 (Kitco News) - Top primary silver producer and Mexico's largest gold producer Fresnillo announced today that its quarterly attributable gold production increased 8.6% over Q2 2020 to 200,163 ounces due to a higher volume of ore processed at Herradura, a higher ore grade at Saucito and increased volume of ore processed at Noche Buena. The company added that its quarterly attributable silver production (including Silverstream) increased 9.6% over Q2 2020 to 14,092 thousand ounces due to a higher ore grade at San Julián DOB, partly offset by a lower ore grade and a volume of ore processed at Saucito. The company's quarterly attributable by-product lead and zinc production increased 1.3% to 16,386 tonnes and 3.6% to 27,687 tonnes over Q2 2020 respectively primarily due to higher ore grades at both Saucito and San Julián DOB, partially offset by lower ore grades at Fresnillo. Fresnillo noted that the company remains on track to meet its 2021 full year guidance of 53.5 to 59.5 million ounces of silver (including Silverstream) and 675 to 725 thousand ounces of gold. Fresnillo is the world's largest primary silver producer and Mexico's largest gold producer. Fresnillo has seven operating mines, all of them in Mexico - Fresnillo, Saucito, Ciénega (including the San Ramón satellite mine Las Casas Rosario & Cluster Cebollitas), Herradura, Soledad-Dipolos, Noche Buena and San Julián, three development projects and six advanced exploration projects.
  6. GOLD "upside-lean" option package Barrick has moved up from my average cost level of $20.65 ==== : #, Mo. Strike: MidPt: @$21.34 +0.35, +1.67% Short : 10 Oct $23 P (1.68) : ( 1,680) Long : 10 Oct $20 C $1.93 : $ 1,930 Long : 10 Sep $20 C $1.70 : $ 1,700 ======== Net Value: $1.95 : $ 1,950 / $1.21 +61.2% Hedge U-Value $20 + $1.95 =$ 21.95 +0.74, +3.49% = $740, 2.09x Gain in underlying value vs GOLD The package should perform like a 2X underlying position as prices rise, and 1X underlying if they drop
  7. Major gold miners: GDX, NEM, GOLD etc Barrick Gold looks relatively cheap, in July 2021 / Link: https://tinyurl.com/gdxnem GOLD/ Barrick, vs. NEM & GDX .. 10d-w/UGL: GBS+: 5d / ytd: 3yr: 6mo / uk's CEY: 5d / AU: AG: from mid-2016 : w/Kgc: 5yr: 2yr: 1yr: 6mo: 10d/ Last: US$21.13, nem: $63.98, gdx: $34.37 > updated chart GOLD : All-log: 10yrL: 10yr: 5yr: / Gold: $21.13 -- NEM: All-log: 10yrL: 10yr: 5yr: / Gold: $63.98 GDX : All-log: 10yrL: 10yr: 5yr / GDX: $34.37 RATIO: GOLD to NEM: 33% or 1/3 of NEM price Ratio: GOLD to GDX .. Ratio: GOLD to GDX Ratio: GDX to GLD: about 20% Ratio: GDX to UGL (2x Gold) Websites: GOLD: NEM: GDX ...
  8. Good day for Gold stocks, despite small +0.5% Gold rise Sym. : Last : change: % chg. GLD : 169.29 +0.85, + 0.50% UGL : $59.66 +0.58, + 1.00% GDX : $34.19 +0.51, + 1.51% GOLD: $21.34 +0.35, + 1.67% NEM : $61.88 +0.56, + 0.91% Gcm.t : $4.70 +0.09, + 1.95% KL chart / $39.81 +$0.48, + 1.2% KL - Kirkland Lake Gold Reports Record Net Earnings in Q2 2021 We returned $158.6 million to shareholders during the first half of 2021 and have returned an additional $37.7 million in July through our Q2 2021 dividend payment and by repurchasing 945,000 shares through the NCIB.” RECORD NET EARNINGS AND EPS IN Q2 2021 Net earnings of $224.2M ($0.91/share), 67% increase from Q2 2020, 51% higher than Q1 2021; Adjusted EPS(1)of $246.9M ($0.92/share) in 02 2021 STRONG PRODUCTION GROWTH IN Q2 2021 379,195 oz in Q2 2021, up 15% from Q2 2020 and 25% the previous quarter; 682,042 oz in YTD 2021, 3% increase from YTD 2020 Q2 2021 UNIT COSTS BEAT FY 2021 GUIDANCE Q2 2021 op. cash costs(1) of $431/oz sold, AISC(1) of $780/oz vs FY 2021 guidance of 450 – $475/oz and $790 – $810/oz, respectively
  9. Barrick Gold secures exploration licenses in Egypt Vladimir Basov Tuesday July 27, 2021 11:35 (Kitco News) - Barrick Gold (NYSE:GOLD)(TSX:ABX) announced today that it has been awarded four exploration licenses for 19 blocks following its participation in the International Bid-Round (1)/2020 led by the Egyptian government for exploration of gold and associated minerals in the highly prospective Eastern Desert region of the country. According to the company’s statement, Eastern Desert is part of the Proterozoic Arabian Nubian Shield, which hosts the giant Sukari deposit and numerous other gold occurrences, but which has seen no recent systematic exploration. Barrick said it intends to work closely with the Egyptian Mineral Resource Authority and other participating exploration and mining companies, over the period of a year, to finalize the terms of Egypt’s exploitation license agreement which will apply to the industry.
  10. Higher costs ahead? Newmont had a solid second quarter but grouses about higher costs ahead. St. James Gold stumbled on word that it is sending crews to its grassroots gold properties in Newfoundland while getting set to drill Florin, in Yukon. Loncor Gold has raised cash for Imbo in the DRC. more...
  11. BALT INDEX Bitmex has recently launch an Index - a Basket of Cryptos
  12. China & the Bitcoin jump of 2017 : $1,000, $2,000 & rising 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/
  13. Gold stocks versus TLT Bonds GDX, TLT etc... from Mid-2020: 5yr: 3yr: 1yr: 10d :: GDX: 33.68 / TLT: 149.64 = Ratio-22.51% at 7/27 Ratio GDX: 33.68 / TLT: 149.64 = Ratio-22.51% at 7/27 ==
  14. UFO's "will be exploited" by the government says Abby Martin, in an interview with Joe Rogan / Why Are UFO's Being Acknowledged Now? >
  15. Disclosure at last? - UFO's are Real! As Revealed in NY Times Finally... we seem to be seeing a dam-break, with a genuine effort to Disclose the reality behind UFO's. Will full ET /Extraterrestrial disclosure soon follow (in 2018)? (in edit: Be careful, the story could be a CIA operation- Jan.2 post) Navy airman reveal moment he saw UFO that ‘accelerated like nothing he had seen before’ Andy Wells Yahoo News UK 18 December 2017 A former navy pilot has spoken out about the time he was “weirded out” when he encountered what he believed was a UFO. Navy Commander David Fravor was flying over the Pacific Ocean with Navy Lieutenant Commander Jim Slaight in 2004 when the pair were told to investigate mysterious aircraft. Fravor claims that an operations officer aboard Navy cruiser U.S.S. Princeton told the pair, who were flying F/A-18F Super Hornets off the coast of San Diego, that the Navy observed the objects appearing at 80,000 feet before speeding towards the sea and stopping to hover at 20,000 feet. The officer added that the objects would then either shoot back up into the sky or drop off the radar completely. Fravor told the New York Times (NYT) that having approached the area, he witnessed a white, oval aircraft, measuring around 40ft long, hovering 50ft above the churning sea. > https://uk.news.yahoo.com/navy-airman-reveal-moment-saw-ufo-accelerated-like-nothing-seen-095459726.html (added in edit - from same day) Alien disclosure IMMINENT? NASA finally breaks silence on cover ... Daily Star-19 Dec 2017 NASA has finally spoken out since shocking claims that it has kept the discovery of aliens a secret from the public. 0. By Christine Younan / Published 19th December 2017. NASA has finally spoken out on cover-up claims about aliens. For years, alien hunters have made ... 'NASA GREAT ALIEN COVER UP' Space agency breaks silence on ... Highly Cited-Express.co.uk-19 Dec 2017
  16. btc down to $33,000 after testing $30,000 - now near half the peak i have shifted most of my remaining 5% of original btc position into bch very limited volume in bch now My own little obsession. haha. Not really recommending. But percentage up move could exceed btc... if buyers come in. At $457, bch is 72.3% below the peak near $1,650
  17. Gold Royalties is buying Ely Gold Royalties GROY.T etc ... All-data: 1yr: 6mo: 10d / Last cc Gold Royalties is buying Ely Gold Royalties GROY.T etc ... All-data: 1yr: 6mo: 10d / Last: C$4.98 vs ELY: C$1.30 (26.1%) ==
  18. Gold Mining Royalty Companies Gold Royalty Co's / RZZ-1 : vs. US Roy'l Co's (rgld, wpm, fnv.t) ... update : 5yr-wGDXJ / 1yr : 10d : Royalty Co.-: Sym. : F/X : 04/20 : MktCap : BkVal. : P/BV : P/CF : CaFlow > CF '18 : P/CF Abitibi Roy'l : RZZ.v: CAD : $10.06 : 114.7M : $2.98 : 3.377 : 52.95 : $0.190 > $0.28 : 35.9 Franco Nev. : FNV.t : CAD : $90.77 : 16.88B : 32.05 : 2.832 : 26.89 : $3.376 : WheatonPM : WPM : USD : $21.31 : $9.60B : 11.06 : 1.926 : 17.50 : $1.218 : Royal Gold- : RGLD : USD : $89.46 : $5.86B : 34.50 : 2.593 : 20.29 : $4.409 : Osisko Gold- : OR.t : CAD : $12.58 : $1.97B : 12.13 : 1.037 : 33.04 : $0.381 : Sandstorm- : SSL.t : CAD : $05.91 : 1,090M : $4.49 : 1.316 : 18.21 : $0.325 : Altius Min'l : ALS.t : CAD : $14.19 : 613.2M : $7.98 : 1.779 : 37.46 : $0.379 : =========== Average Price-to-Cash Flow for 6 co's (not RZZ): 25.56X . . > Apr'18 RZZ Presentation : http://abitibiroyalties.com/investors/presentations/rzz-presentation-april2018-web.pdf
  19. EMO at $1.92 on close ($3M o'all value with wts) seems to be the main share holding up ZC now update: 0.245 Emerita. & other emphasized in a presentation two days ago Invest in Copper Presentation (Ft. Emerita Resources, Core Assets & Nobel Resources)
  20. Zimtu: Canadian Stock Promotion & Company Incubator Last: 20.5 Cents / 80 cents+ maybe be a realistic target. And MORE if their investments keep gaining traction Zimtu current shares outstanding and fully diluted numbers: 16,106,483 Shares (Market Cap: $3.3M) at 2,760,000 Options (Exercise Value: $828K) 712,000 Warrants (Exercise Value: $213K) ============= 19,578,483 Fully Diluted (+$1.04M) vs. Market Value of Equity Holdings: $11.7Million / 16.1M = 72.7 cents, All investments: 86 cents, see below 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 : ==== *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: From May 2021: ZC ZC. All-Data; 10yr: 5yr: 3yr: 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 3yr: 1yr: 6mo: 10d / Last: $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
  21. update / top $2,089 / $194.45= r10.74 = Gold: $1,891 /178.56= r10.59, LTPZ: 88.62 =2,01x, UGL:$68.2 at 12.31.20 / Gold: $1,830 / GLD: $172 =r10.63, 5.11.21 > $1,804 / $169 = r10.67, LTPZ: $88.5 =1.91x UGL: 59.27 at 7.22.21 chart#2: LTPZ: $88.7 / UGL: 59.27 = r1.49x at 7.22.21 LTPZ : $88.7 vs, Yr.H: $90.07
  22. CH#2: #1: ChGE : MP: PP: / GStk: LQD: News: kit: TonyC jk : EurSil +kf: krFres uk: HkPh 3A: h101 10: uG : ========================================== Gold Gbs / Usd / AG3d Gld / iwm / CU wti / PreM / Live: SpyAft vSoxx etc F: SPX 12 inv: VIX Tza: DAX world: UKus 2 : : :: : : : : >News : DrRp tld rDT : AJo : Fox : WRH : Arc : TObs TWYS video: RenA : Rvd : FxN : BubleXmas : / 8yr: 12m B : 5m 2m 1m : 25 10 5d 2d: bx: bch eth / SLV-lv: SILvG : ukAuStk wGbs wGcm : Oils : uk: >6mo : Dxy : Tlt : Gbs Gld : Gdx J J3 Hui : Slv Sil: DXY 10d: Eur / SPY : IwmSx+ go FL 10d F LT: sw : #1: 2: 3: 4: 5: X Y Z ?: Bells 10d :3mo/ ff mux gzz gdxj = N: 2: go: Top5 10d U:2 ; gcm bb: wm: MUX : Silver // OIH comp: 6mo Top5 : nxt5 : drlr : oth : OBell o uo/ 10d Top5 : nxt5 : drlr : oth : bells O uo UK : CleanUp: Lg.: Bt.: W. : US / Gold Larry P "said he thought he would buy back in 'soon', but did not want to stay long, while the EUR was so weak" CNY (Yuan) vs. GLD & SLV : 10d : 3mo : CNY, EUR vs Gold etfs-... 5d : 5d-flip : 10d-flip : ugld+ : GOLD vs Bonds, including TIPS (inflation protected bonds) Made valuable discovery today, on what drives Gold price / Is it Correlated to TIPS prices? GLD ($132.14) vs TLT ($132.44: r-100%) from 5.Jul.19 : Oct-19: 10d / 10.21.20: GLD:$180.60 / TLT:$158.70= r-113.8% Chart is updated from time to time update / GLD: top $2,089 / $194.45= r10.74 = Gold: $1,878 at 12.23.20 / Gold: $1,830 / GLD: $172.14 =r10.00 5.11.21 GLD to-LTPZ Ratio : 21.4x ... March'2021 Peak in Gold maybe? r-24+? == Gold could be set for a bigger rally. Will help if Bonds rise... Gold (GLD) & Bonds (TLT) had correlated for a long time. but that correlation is weakening. Suggesting some concerns about US govt risk Looks like GLD / Gold has become a superior "Equity Risk off" Trade to equities. Gold may be delinking from Bonds now == The SWINGS IN GOLD, & cyclical Turns become even more obvious, when you also monitor TIPS prices TIPS (inflation protected securities) vs Bonds (TLT) & Gold (GLD) ... 5yr : mirror : fr. X-2014 : 1yr: == EUR-etc... 10d : $1.115 Neowave's "Peaking Gold" forecast, might require breaking the historical correlation between Strong EUR / Strong Gold
  23. update / top $2,089 / $194.45= r10.74 = Gold: $1,891 /178.56= r10.59, LTPZ: 88.62 =2,01x, UGL:$68.2 at 12.31.20 / Gold: $1,830 / GLD: $172 =r10.63, 5.11.21 > $1,804 / $169 = r10.67, LTPZ: $88.5 =1.91x UGL: 59.27 at 7.22.21 chart#2: LTPZ: $88.7 / UGL: 59.27 = r1.49x at 7.22.21 LTPZ : $88.7 vs, Yr.H: $90.07
  24. Newmont posts a healthy $1.6 billion adjusted EBITDA for the quarter Rajan Dhall, July 22, 2021 07:25 (Kitco News) - Newmont (NEM:NYSE) recorded $1.6 billion in adjusted EBITDA in their latest quarterly results. In addition to this world's largest gold miner produced 1.4 million attributable ounces of gold and 303 thousand attributable gold equivalent ounces from co-products. Newmont reported gold CAS of $755 per ounce and AISC of $1,035 per ounce. Full-year results continue to be back-half weighted, in line with guidance ranges. Generated $993 million of cash from continuing operations and $578 million of Free Cash Flow (97 percent attributable to Newmont)* The producer declared a Q2 dividend of $0.55 per share, consistent with the previous quarter. The company repurchaed $149 million as part of its $1 billion buyback program. Newmont ended the quarter with $4.6 billion of consolidated cash and $7.6 billion of liquidity. The net debt to adjusted EBITDA ratio stands at 0.2x and it reduced $550 million of debt outstanding with available cash in April 2021 Looking ahead, Newmont completed the acquisition of GT Gold in May 2021, increasing its interest in the prospective Golden Triangle. The company also approved full funding for Ahafo North in July 2021, meeting Newmont’s internal hurdle rate at the base assumption of $1,200 per ounce gold price; it expects to deliver an internal rate of return of over 30 percent at current prices > more: https://www.kitco.com/news/2021-07-22/Newmont-posts-a-healthy-1-6-billion-adjusted-EBITDA-for-the-quarter.html
  25. Excellon boosts silver equivalent production in second quarter Vladimir Basov. July 21, 2021 (Kitco News) - Excellon Resources (TSX:EXN) announced today that in Q2 2021, the company produced 487,009 silver equivalent ounces, a substantial increase over 34,924 ounces produced in Q2 2020, from the Platosa mine in Durango, Mexico. However, the company said that comparative production results from a year ago (Q2 2020) were impacted by the suspension of operations in Mexico from April 2, 2020 to June 1, 2020 in response to the outbreak of COVID-19. The company's silver production in Q2 2021 was 296,013 ounces (Q2 2020 – 18,919 ounces), lead production was 1.9 million pounds (Q2 2020 – 0.1 million pounds), zinc production was 2.5 million pounds (Q2 2020 – 0.2 million pounds). "Platosa delivered a fourth consecutive quarter of production at historically high productivity rates," stated Brendan Cahill, President & CEO. "We continue to see room for improvement, with our ongoing work to improve recoveries at Miguel Auza and, additionally, a sizeable inventory of ore and concentrate at quarter-end due to mill maintenance and weather conditions in late June." Excellon is advancing a precious metals growth pipeline that includes: Platosa, Mexico's highest-grade silver mine since production commenced in 2005; Kilgore, a high-quality gold development project in Idaho with strong economics and significant growth and discovery potential; and an option on Silver City, a high-grade epithermal silver district in Saxony, Germany with 750 years of mining history and no modern exploration. > https://www.kitco.com/news/2021-07-21/Excellon-boosts-silver-equivalent-production-in-second-quarter.html
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