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drbubb

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  1. ADD & the Diamond story might be getting some more traction: MKTDIAM - Diamond & Specialty Minerals Summary for May 6, 2021 [2021-05-06 20:28] Arctic Star Exploration has another new Diagras kimberlite. Now, it needs a bounty of diamonds. Patrick Power and Buddy Doyle's Arctic Star Exploration Corp. (ADD), currently the hottest diamond stock about, thanks to its Diagras project, just northeast of Diavik in the Northwest Territories, has scored another new kimberlite discovery in the shadow of another old pipe on a 30-year-old project once owned by De Beers Canada. Arctic Star, which dipped one-half cent to 18.5 cents on 1.02 million shares today after posting a three-cent gain on Wednesday following the news, now has three new discoveries from its first four targets... > https://www.stockwatch.com/News/Item?bid=Z-C:*MKTDIAM-3077116&symbol=*MKTDIAM&region=C
  2. 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. 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%: XX 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
  3. Will Arctic Star's Diamond play touch off a Diamond Stock Boom? Zimtu hopes so ADD at 18.5 cents is up over 9x from YrLow (2 cents) 2021-05-06 17:57 C:ZC 0.285 News Release Zimtu's Hodge says Arctic Star on verge of discovery 2021-05-05 14:13 C:ADD 0.19 News Release Arctic Star discovers third kimberlite at Diagras 2021-04-30 19:39 C:ADD 0.22 Private Placement Arctic Star 40-million-share private placement 2021-04-30 10:10 C:ADD 0.22 News Release Arctic Star confirms kimberlite at Diagras 2021-04-29 21:14 C:ADD 0.245 SEDAR Audited Annual Financial Statements SEDAR Audited Annual Financial Statements 2021-04-29 21:14 C:ADD 0.245 SEDAR MD & A SEDAR MD & A 2021-04-26 21:01 C:ADD 0.115 News Release Arctic Star arranges $800,000 private placement 2021-04-26 11:11 C:ADD 0.115 News Release Arctic Star makes kimberlite discovery at Diagras 2021-04-16 13:21 C:ADD 0.095 News Release Arctic Star identifies kimberlite at Diagras Zimtu Capital Corp.'s next Zimtu Zoom investor presentation will feature equity holding Arctic Star Exploration Corp. and Pat Power, president and chief executive officer of Arctic Star, on Wednesday, May 19, starting at 10 a.m. PDT (Vancouver). Arctic Star recently announced it has confirmed via diamond drilling the presence of three new kimberlites at its Diagras diamond project in the Northwest Territories. "I believe that Arctic Star is on the verge of making a major new diamond discovery in Canada's Northwest Territories, heralding a resurgence in Canadian diamond exploration the likes of which have not been seen in Canada for at least a generation," said Dave Hodge, president of Zimtu Capital. "Both the Ekati diamond mine, which first began production in 1998, and the Diavik diamond mine, which began production five years later in 2003, are approaching the ends of their expected lifespans. Arctic Star's timing could not be better." To participate in the Zoom with Zimtu investor presentation Arctic Star Exploration, please note the following: Date: Wednesday, May 19, 2021 Start time: 10 a.m. PDT (Vancouver)/1 p.m. EDT (Toronto)/7 p.m. CEST (Frankfurt) Why is Arctic Star Exploration Stock Price Increasing? - Zimtu Outlook Canadian Diamond History
  4. Weak gold prices might be part of the problem With gold stronger, ROXG is higher
  5. Roxgold (133,000 oz) & other cheap Gold miners Roxgold / ROXG.t ... 10-yrs : 3-yr : 2-yr : 1-yr / 10d : Last c$1.15 x 0.78= us$ 0.897 373,469,095 Common Shares x $1.15 x 0.78= us$ 335.0 Mn cash balance of US$72.2 million /373.47 = us$ xx /sh, or us$ xx /sh ROXGOLD ANNOUNCES A NORMAL COURSE ISSUER BID Toronto, Ontario – April 30, 2018 - Roxgold Inc. (“Roxgold” or the “Company”) (TSX: ROXG) (OTC: ROGFF) announces that its board has approved Roxgold implementing a normal course issuer bid ("NCIB") and a Notice of Intention to make a Normal Course Issuer Bid has been filed with, and accepted by, the Toronto Stock Exchange (the "TSX"). The Company is implementing the NCIB as it believes that from time to time the market price of Roxgold's Common Shares ("Common Shares") does not reflect the underlying value of the Common Shares. This belief is based on Roxgold’s excellent operational track record, highlighted by the recently announced first quarter gold production results of 40,452 ounces from the Company’s Yaramoko Gold mine (see press release dated April 9, 2018), which has resulted in Roxgold continuing to build a strong balance sheet with a March 31, 2018 cash balance of US$72.2 million. The NCIB will allow Roxgold to purchase Common Shares for cancellation if, in the opinion of management, the purchases can be made on terms which will enhance the value of the remaining outstanding Common Shares. The NCIB will commence on May 2, 2018 and will terminate on the earlier of: (i) May 1, 2019; and (ii) the date on which the maximum number of Common Shares that can be acquired pursuant to the NCIB are purchased. Purchases of Common Shares under the NCIB will be effected through the facilities of the TSX or alternative Canadian trading systems at the market price at the time of purchase. Roxgold may purchase up to 10,000,000 Common Shares under the NCIB (representing 2.7% of Roxgold’s issued and outstanding Common Shares), which is below the maximum allowed under TSX regulations of 18,673,454 Common Shares, such maximum being 5% of Roxgold’s issued and outstanding Common Shares as at April 18, 2018. Pursuant to the rules of the TSX, the maximum number of Common Shares that the Company may purchase under the NCIB in any one day is 94,810 Common Shares, which is 25% of the average daily trading volume of the Common Shares on the TSX for the six months ended March 29, 2018, being 379,242 Common Shares. As of April 18, 2018, Roxgold had 373,469,095 Common Shares issued and outstanding. Roxgold may also make one block purchase per calendar week which exceeds such daily purchase restriction, subject to the rules of the TSX. Any Common Shares purchased pursuant to the NCIB will be cancelled by the Company.
  6. CCE, an invested Company, did/ is doing a webinar today 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 CCE/ 10d: Last: 0.295 + 0.005 / vs. etc: ZC (0.28), ZAIR (0.51) Commerce Resources Corp. Live Webinar Thursday, May 6, 2021, 11:00 AM EDT Project in advanced stages of PFS Simple rare earth and gangue mineralogy : Monazite, bastnaesite, & xenotime Commerce Resources Corp. (TSX-V: CCE, OTCQX: CMRZF) is focused on the development of the Ashram Rare Earth and Fluorspar Deposit located in Quebec, Canada. The Company is positioning to be one of the lowest cost rare earth producers globally, with a specific focus on being a long-term supplier of mixed rare earth carbonate and/or NdPr oxide to the global market. The Ashram Deposit is characterized by simple rare earth (monazite, bastnaesite, xenotime) and gangue (carbonates) mineralogy, a large tonnage resource at favourable grade, and has demonstrated the production of high-grade (>45% REO) mineral concentrates at high recovery (>70%) in line with active global producers. In addition to being one of the largest rare earth deposits globally, Ashram is also one of the largest fluorspar deposits globally and has the potential to be a long-term supplier to the met-spar and acid-spar markets.
  7. REBRANDING is an active initiative now of some Zimtu clients IMCX / Int'l Mining Corp. > Interra Copper ... 2yr: 1yr: 10d/ Last: xx IMC International Mining Corp. Announces Proposed Name Change to Interra Copper Corp, Rebranding Initiative and Exploration Update May 03, 2021 Vancouver, BC – IMC International Mining Corp. (CSE: IMCX) (OTCQB: IMIMF) (FRA: 3MX) (the “Company” or “IMC”) is pleased to update the investing public regarding the Company’s planned 2021 exploration program on the Thane property, the closing of the last tranche of the Company’s financing, a proposed name change to Interra Copper Corp. and a new marketing effort including a new website, rebranding and an advanced online footprint. The Company is continuing to advance the diamond drilling, induced polarization surveys (IP), geological mapping and sampling program on its 100% owned, 206.58 square kilometer Thane property in north-central British Columbia. The 2,400 metre drill program in 8 drill holes has been designed to test high priority targets at the Cathedral Area, which were defined during last years’ surface sampling and IP program. In addition to drilling, the company will also be undertaking geological mapping, sampling and IP surveying in other areas of the property, to advance known areas of copper-gold mineralization. The Company is on target to commence drilling in early July. The Company has also applied for a permit to build a haul road from the staging area, located at the edge of the Cathedral Area, to the drill sites. The completion of a haul road will expand the available months for drilling. The property has good access to water and power. The Company has registered and has applied to change its name to Interra Copper Corp to better reflect the dominate commodity identified on our property. All trading symbols on the CSE, Frankfurt and OTCQB exchanges will remain the same. In addition, the company has engaged a marketing company who is in the process of rebranding the company, including a new website, to better reflect the role copper is and will play in the new energy revolution to electric vehicles and energy storage. The change of name and new website is expected to be finalized shortly after the Company closes the final tranche of its financing on or about the second week of May 2021...
  8. Another winner? ZC has 1.31 Million shares of ACT / Aduro Clean Tech.... 10d: Closed at $1.22 +0.12 A few days ago, they were valued in ZC's portfolio at $0.65. As I write this, the are trading at C$1.17 +0.07. $1.22 Close, suggests a C$ 747K gain, worth $0.046 per share, on the 16.11 Million traded ZC shares, Aduro Clean Technologies Inc. Announces Strategic Private Placement of Units and Granting of Incentive Stock Options THIS NEWS RELEASE IS NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES FOR DISSEMINATION IN THE UNITED STATES VANCOUVER, BC / ACCESSWIRE / May 4, 2021 / Aduro Clean Technologies Inc. (CSE:ACT) (the “Company” or “Aduro Clean Technologies“), announces that it intends to complete a non-brokered private placement offering (the “Offering“) to identified strategic investors of up to approximately 2,727, 272 units (each, a Unit“) at a previously negotiated price of $0.55 per Unit for gross proceeds of up to $1,500,000. Each Unit is comprised of one common share (each, a “Common Share”) and one-half (1/2) of one common share purchase warrant (each full common share purchase warrant, a “Warrant“), each Warrant having an exercise price of $0.80 and an expiration date of 24 months from the date of issuance, subject to an acceleration right held by the Company if the Common Shares have a closing price of over $1.00 per Common Share for a period of ten (10) trading days on the Canadian Securities Exchange (or such other exchange on which the Common Shares may be traded at such time) for a period of ten (10) consecutive trading days at any time from the date that is four months and one day after the closing of the Offering. (ie. sometime after Sept. 5th.) The net proceeds of the Offering will be used for advancement of commercialization of the Company’s Hydrochemolytic™ cleantech platform, patent management, and general working capital purposes. The Company may increase or decrease the size of the Offering in its sole discretion. About Aduro Clean Technologies Aduro Clean Technologies is based in Sarnia, Ontario, Canada. The Company has developed a novel chemical conversion process to transform waste plastics and low-grade renewable oils into renewable fuels and specialty chemicals. The Company believes its green technology is also poised to make bitumen upgrading more environmentally responsible and cost effective. Additional information on Aduro Clean Technologies is available on the company’s website at www.adurocleantech.com.
  9. Editor Daily Rundown: Ron DeSantis Signs Bill Scrapping All Of Florida's Covid Restrictions xx xx >
  10. Trump as Kingmaker, but not as King in 2024 might be a great formula.... Trump's ideas, policies and campaign, without his divisive personality at center-stage Maybe a Ron Desantis / Kristi Noem ticket would be a dream and a sure winner Trump is taking over the GOP in any case.... Trump Used A-Bomb In His Battle With Impeachment Republicans – Lunch Alert! Trump doesn't want his brand and fund-raising power to be used to support any who called for his impeachment. All the GOP knows they have no chance without Trump's fund-raising ability > more:
  11. BONDS off the Lows, helping Gold & gold shares ... update : GDX: $35.68 / TMF: $23.54 A bounce in bonds, and TMF the leverage Bond et f is helping Gold to rise. GDX, gold stocks too
  12. 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
  13. THIS was interesting. The guy is the CEO of Abra and had many interesting comments on Crypto Ex Goldman Trader: The 80 Year Debt Cycle Will End With Wealth Redistribution
  14. VALUE of ZIMTU's Portfolio : source Mo. : ZC.price: Shs. : Mk.Cap: FD.sh: FD.MCp: Portfolio: Value: xMCp: x F.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
  15. Might THIS MODEL for RR's work in PHL? "Ghost kitchens as a model... Delivery only" : My Top Investment Ideas for 2021: A Small Cap Stock Disrupting The Restaurant Business > xx
  16. jk / just kitchens = ghost kitchens JK / vv. update . 10d/ last: C$1.73 +0.13 "Just Kitchen Holdings Corp. has opened its 14th satellite spoke kitchen today, which is located in the Wenshen district of Taipei. The 14th spoke unlocks access to over 275,000 new customers in a dense urban area and further enhances Just Kitchen's capacity utilization of its infrastructure. Further, a second hub kitchen has recently commenced operations in Tainan City and consists of 15,000 square feet of commercial kitchen space. The second hub was built by Chi Mei Frozen Foods Co., which is a large Taiwanese food manufacturer and partner of the company. It is located within Chi Mei's processing plant and has the capacity to support Just Kitchen's next 20 to 25 spoke kitchens." About Just Kitchen Holdings Corp. Just Kitchen is primarily an operator of ghost kitchens specializing in the development and marketing of proprietary and franchised delivery-only food brands for customers across Taiwan. Just Kitchen uniquely utilizes a hub-and-spoke operating model, which features advanced food preparation taking place at larger hub kitchens and final meal preparation taking place at smaller spoke kitchens located in areas with higher population densities. The company combines this operating model with on-line and mobile application-based food ordering fulfilled by third party delivery companies, to minimize capital investments and operating expenses and reach more customers in underserved markets. The company's other business, JustMarket, is an e-commerce grocery delivery platform that allows customers to purchase groceries for delivery or add select grocery items to meals ordered through Just Kitchen. > source: https://www.stockwatch.com/News/Item/Z-C!JK-3063701/C/JK > website: www.investors.justkitchen.com
  17. The “Kondratieff Cycles” in Shipping Economy since 1741 and ... https://www.scirp.org › journal The paper “discovered” the secular shipping cycles of a total duration of 139 years using the proper extra-long time data. ... Hampton [9] was the one to bring Kondratieff's theory into shipping. ... This is what happened in 1999 in Greece. As this ... > https://www.researchgate.net/publication/314097994_The_Kondratieff_Cycles_in_Shipping_Economy_since_1741_and_till_2016 > https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwj-wpfFxq3wAhU8L6YKHdTvAvEQFjAAegQIAxAD&url=https%3A%2F%2Fwww.researchgate.net%2Fpublication%2F314097994_The_Kondratieff_Cycles_in_Shipping_Economy_since_1741_and_till_2016&usg=AOvVaw277OlxM3R7CkYBRUYFJYQj
  18. Hampton, M. J. (1991) Long and Short Shipping Cycles. The Rhythms and Psychology of Shipping Markets (Little Shelford: Cambridge Academy of Transport). (I wanted to save this entry / Dr Martin Stopford's book & review here - in case in disappears from the web) Shipping Market Cycles Cycles are not unique to shipping. They occur in many industries and in the economy as a whole. Economic historians have devoted much effort to analysing and classifying cycles into categories, usually focusing on their length. Many different types of cycle have been identified. The Kitchen is a short cycle of 3–4 years; the Juglar lasts 6–8 years; the Labrousse can last 10 or 12 years; the Kuznets lasts 20 years, while a Kondratieff spreads over a half century or more. In shipping the existence of cycles has long been accepted as part of the shipping business. In January 1901 a broker noted in his annual report that ‘the comparison of the last four cycles (10 year periods) brings out a marked similarity in the salient features of each component year, and the course of prices’. He went on to observe that the cycles seemed to be getting longer ‘a further retrospect shows that in the successive decades the periods of inflation gradually shrink, while the periods of depression correspondingly stretch out’. Although the length of cycles is of great interest, it soon became evident to observers of the shipping business that the cycles were far more complex than a sequence of regular fluctuations in freight rates. Kirkaldy (1913), saw the cycle as a consequence of the market mechanism. The peaks and troughs in the cycle are signs that the market is adjusting supply to demand by regulating the cashflow: With the great development of ocean transport, which commenced about half acentury ago, competition became very much accentuated. As the markets became increasingly normal, and trade progressively regular, there was from time to time more tonnage available at a given port than there was cargo ready for shipment. With unlimited competition this led to the cutting of rates, and at times shipping had to be run at a loss. The result was that shipping became an industry enjoying very fluctuating prosperity. Several lean years would be followed by a series of prosperous years. The wealthy ship-owner could afford to put the good years against the bad, and strike an average; a less fortunate colleague after perhaps enjoying a prosperous time, would be unable to face the lean years, and have to give up the struggle. Viewed in this way, shipping market cycles have a purpose. They create the environment in which weak shipping companies are forced out, leaving the strong to survive and prosper, fostering a lean and efficient shipping business. While Kirkaldy dwelt on the competition between owners and the part played by cash flow pressures, E.E Fayle (1933) had more to say about the mechanics of the cycle. He suggested that the build-up of a cycle is triggered by the world business cycle or random events such as wars which create a shortage of ships. The resulting high freight rates attract new investors into the industry, and encourage a flood of speculative investment, thus expanding shipping capacity: The extreme elasticity of tramp shipping, the ease with which new-comers can establish themselves, and the very wide fluctuations of demand, make the ownership of tramp steamers one of the most speculative forms of all legitimate business. A boom in trade or a demand for shipping for military transport (as during the South African War) would quickly produce a disproportion between supply and demand; sending freight soaring upwards. In the hope of sharing the profits of the boom, owners hastened to increase their fleet and new owners come into the business. The world’s tonnage was rapidly increased to a figure beyond the normal requirements, and the short boom was usually followed by a prolonged slump. This perception of the cycle suggests a sequence of three events, a trade boom, a short shipping boom during which there is overbuilding, followed by a ‘prolonged’slump. However Fayle is not confident about the sequence, since he says the boom is ‘usually’ followed by a prolonged slump. He thought the tendency of the cycles to overshoot the mark could be attributed to the lack of barriers to entry. Once again the cycle is more about people than statistics.Forty years later Cufley (1972) also drew attention to the sequence of three key events common to shipping cycles. First, a shortage of ships develops, second, high freight rates stimulate over-ordering of the ships in short supply which finally leads to market collapse and recession. The main function of the freight market is to provide a supply of ships for that part of world trade which, for one reason or another, does not lend itself to long-term freighting practices. In the short term this is achieved by the interplay of market forces through the familiar cycle of booms and slumps. When a shortage of ships develops rising freights lead to a massive construction of new ships.There comes a point either when demand subsides or when deliveries of new vessels overtake a still increasing demand. At this stage freights collapse, vessels are condemned to idleness in laying up berths. An elegant definition of the cycle as the process by which the market co-ordinates supply with changes in demand by means of the familiar cycle of booms and slumps. However, Cufley is convinced that the cycle is too irregular to predict. He goes onto say: Any attempt to make long-term forecasts of voyage freights (as distinct from interpreting the general trend in growth of demand) is doomed to failure. It is totally impossible to predict when the open market will move upwards (or fall),to estimate the extent of the swing or the duration of the phase. Finally Hampton (1991) in his analysis of long and short shipping cycles emphasizes the important part played by people and the way they respond to price signals received from the market: In today’s modern shipping market it is easy to forget that a drama of human emotions is played out in market movements… In the shipping market, price movements provide the cues. Changes in freight rates or ship prices signal the next round of investment decisions. Freight rates work themselves higher and trigger orders. Eventually excess orders undermine freight rates. Lower freight rates stall orders and encourage demolition. At the low point in the cycle, reduced ordering and increased demolition shrink the supply and set the stage for a rise in freight rates. The circle revolves. Hampton goes on to argue that market sentiment plays an important part in determining the structure of cycles and that this can help to explain why the market repeatedly seems to over-react to the price signals.In any market including the shipping market, the participants are caught up in a struggle between fear and greed. Because we are human beings, influenced to varying degrees by those around us, the psychology of the crowd feeds up on itself until it reaches an extreme that cannot be sustained. Once the extreme has been reached, too many decisions have been made out of emotion and a blind comfort which comes from following the crowd rather than objective fact. All these descriptions of the shipping cycle have a common theme. They describe it as a mechanism devoted to removing imbalances in the supply and demand for ships. If there is too little supply, the market rewards investors with high freight rates until more ships are ordered. When there are too many ships it squeezes the cashflow until owners give up the struggle and ships are scrapped. Looked at in this way the length of the cycles is incidental. They last as long as is necessary to do the job. It is possible to classify them by length, but this is not very helpful as a forecasting aid. If investors decide that an upturn is due and decide not to scrap their ships, the cycle just lasts longer. Since shipowners are constantly trying to second guess the cycle, crowd psychology gives each cycle a distinctive character.Yet another reason why the cycles are irregular. Stage 1: Trough We can identify three characteristics of a trough. First, there will be evidence of surplus shipping capacity. Ships queue up at loading points and vessels at sea slow steam to save fuel and delay arrival. Secondly freight rates fall to the operating cost of the least efficient ships in the fleet which move into lay up. Thirdly, sustained low freight rates and tight credit create a negative net cash flow which becomes progressively greater. Shipping companies short of cash are forced to sell ships at distress prices, since there are few buyers. The price of old ships falls to the scrap price, leading to active demolition market. Stage 2: Recovery As supply and demand move towards balance, the first positive sign of a recovery is positive increase in freight rates above operating costs, followed by a fall in laid up tonnage. Market sentiment remains uncertain and unpredictable.Spells of optimism alternate with profound doubts about whether a recovery is really happening. As liquidity improves second-hand prices rise and sentiment firms. Stage 3: Peak/Plateau When all the surplus has been absorbed the market enters a phase where supply and demand are in tight balance. Freight rates are high, often two or three times operating costs. The peak may last a few weeks or several years, depending on the balance of supply/demand pressures. Only untradeable ships are laid up; the fleet operates at full speed; owners become very liquid; banks are keen to lend; the press report the prosperous shipping business; there are public flotations ofshipping companies. Second hand prices move above ‘book value’ and prompt modern ships may sell for more than the newbuilding price. The shipbuilding orderbook expands,slowly at first, then more rapidly. Stage 4: Collapse When supply overtakes demand the market moves into the collapse phase. Although the downturn is generally caused by fundamental factors such as the business cycle, the clearing of port congestion and the delivery of vessels ordered at the top of the market, all of which take time, sentiment can accelerate the collapse into a few weeks. Spot ships build up in key ports. Freight rates fall, ships reduce operating speed and the least attractive vessels have to wait for cargo. Liquidity remains high.Sentiment is confused, changing with each rally in rates. /source: http://marinepedia.blogspot.com/2009/09/sh...ket-cycles.html == == Search : https://www.google.com.hk/?gfe_rd=cr&ei=HxhVVbztLsPRmQWjmYD4CA&gws_rd=ssl#q=Hampton%2C+M.+J.+%281991%29+Long+and+Short+Shipping+Cycles References from above: Fayle, E.C. (1933) A Short History Of the World's Shipping Industry (London, George Allen ... Hampton, M. (1986)'Shipping cycles', Seatrade, January. Hampton, M.J. ... Long and Short Shipping Cycles (Cambridge:Cambridge Academyof Transport),3rd edition1991. .
  19. Cruz Urges GOP to ‘Grow a Backbone,’ ‘Stand Up’ to ‘Woke’ Corporate America Saturday on FNC’s “Watters’ World,” Sen. Ted Cruz warned about the dangers of so-called “wokeness,” which he said was buoyed by support from corporate America. “I think wokeness is trying to destroy America, and we’re seeing whether it’s the corporate media or big business, we are seeing woke corporations that are engaged as the political enforcers of the radical left, and are trying to silence or trying to cancel. They’re trying to punish American citizens, and I think it is profoundly dangerous,” he said. Host Jesse Watters asked the Texas Republican what the proper course of action should be to combat that trend. Cruz urged the GOP to “grow a backbone” and refuse money from those corporate entities. “Look, we’ve got to grow a backbone,” Cruz replied. “We’ve got to stand up to big business, and we’ve got to take on Big Tech. We’ve got to use the antitrust laws to break up Big Tech to go after them for abusing their monopoly power. This week, I wrote an op-ed in The Wall Street Journal on big companies and woke corporations, and I made a commitment this week that I am no longer accepting even one penny from any corporate PAC. Over nine years in the Senate, corporate PACs have given me about $2.6 million. But I said enough is enough. These guys are corrupt. They’re lying to the American people. They’re fighting the American people. They’ve declared the American people are their enemy.
  20. DESANTIS KNOWS... How to BEAT WOKE xx Florida Governor Ron DeSantis has been working hard to make the Sunshine State an Antifa-free zone. To that end, he prodded the Tallahassee legislature to enact a new and comprehensive anti-riot statute. DeSantis’ bill had teeth, and so, of course, the woke One Percents opposed it fiercely. And yet DeSantis played his cards well, framing the issue as a choice between wokesters plus rioters, on the one hand, and law and order, on the other. De Santis won that fight, of course, and on April 19 he signed into law the bluntly titled “Anti-Riot Bill.” Florida is now a safer place. So that’s the formula for Republicans to follow: If the Democrats are now wielding the power of Big Money and Big Culture, then the GOP should play jujitsu. That is, the right should use the left’s arrogant strength against itself. To do this, Republicans must rally the non-woken, of all colors, into an avowedly anti-woke coalition. Individually, regular folks have almost no power, and yet solidaristically, they have enormous power, as DeSantis just proved. In response, of course, woke types will say that Republicans are playing the race card. But that’s nonsensical because nobody but a crazy likes disorder. Instead, Republicans are playing a class card on behalf of the rainbow of people who uphold the homey virtues of family, tradition, and normalcy. That’s a good platform to attract normal people of all colors, and they are the majority. Wokeism is well-funded and trendy. But the woke One Percents are nowhere near a majority—and Carville knows it. So Republicans should build an anti-woke majority coalition—and that’s Carville’s nightmare. > Pinkerton: Wokery Is Snobbery; How the Populist Right Can Win the New Class War > https://www.breitbart.com/politics/2021/05/02/pinkerton-wokery-is-snobbery-how-the-populist-right-can-win-the-new-class-war/
  21. PHL portfolio / end of April: after +5.0% rise Portf. : # shs : Aver. : P. Cost : price : MktVal.: Profit: AREIT: IPO@: 27.00: prev. : P34.30: 0,000: monitoring APX: 20,000: 1.489: 22,341: P1.730: 25,950: 3,690. RCI: 25,000: 1.238: 30,940: P1.020: 25,500: (5440) =====> Total : === : P53,281: ==== : P51,450: (1,831) :Adjust: (reserve for selling costs) = ( 460): ( 460) : 0.894% :Adjusted Value of Stock Portfolio = P50,990: (2,291) : LOAN , to CAD portfolio, 1%/month : P90,100: --> was 89.25k in Mar, Cash w/Realized, incl.P4,650 new inv,: 10,231: Addback DIVs - New investment : (1,150): Cash + Mkt. Value ——— +4.97% : 150,171: vs.143,056 end Mar. / Note: BPI reported port.(50,989.52) + Cash (95,249): 146,239. before adj. /In In April, we sold 5,000 APX shares at P 8,504 in April, vs P 7,447 cost. (P1.489/ share) That was a realized profit of P 1,057 on selling 1/4 of Apex shares === Combined value: +6.68% in April 2021, vs average of three benchmark indices was up +2.66% RELATIVE PERFORMANCE / thriving while gold & PSEI stall Index : 12/31/19: 12/31/ : 02/26 : 03/31 : 04/30. : April : % YTD SPX —: 3,230.8 : 3,756.1 : 3,811.2: 3,972.9: 4,181.1 +5.24%: +11.3% PSEI - : 7,815.3 : 7,139.7 : 6,794.9: 6,545.6: 6,370.9 - 2.67%: - 10.8% GDXJ. : $42.26 : $54.24 : $45.76 : $45.01 : $47.45 +5.42%: - 12.5% 3indices ======: ======: +1.87% : -1.06% : +2.66% : +2.66%: - 4.00% GLD. : 142.90 : 178.36 : $161.81: 159.96: 165.66 : +3.56%: - 7.12% Phl.pt. : 113,750: 147,175: 145,972: 143,056: 150,171 +4.97%: +2.03%: Can.pt : $1,300 : $3,170 : $3,613 : $4,428 : $4,728 +6.78%: +49.2%: 2.portf :161,720: 266,747: 285,265: 314,596: 335,603 +6.68%: +25.8% % Chg. : COST : +64.9% : +6.56% : +10.3% : +6.68% : ===== : The two portfolios were started at P 161,720 combined value in Q1 2020, : and as of 4.30.2021 were at P 335,603, that is a rise of +107.5% over about one year.
  22. Mentee's Favs - Stock Charts & Monitoring... Two Portfolios (C$, Php) 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 : PHL.port : Both / : month : >start Mar : 1,300: ======> 161.7k : May: 2.0k-e 115.0 K : 188.0k-e: =====: +16.3% Jun : 2,401: 127,000 : 215.0k/ : +14.4%: 33.0% Jul. : 3,303: 133,943 : 255.8k/ : +11.9%: 58.2% Aug : 3,184: 131,811 : 250.1k/ : - 2.23%: 54.7% Sep : 2,967: 133,075 : 241.4k/ : - 3.48%: 49.3% Oct : 2,955: 137,967 : 245.2k/ : - 1.57%: 51.6% Nov : 2,967: 146,179 : 252.2k/ : +2.85%: 56.0% Dec : 3,170: 147,175 : 266.7k/ : +5.75%: 64.9%  There was little trading until May 2020 
  23. WEAK DEMAND for Gold stocks has held some portfolio stocks down in 2021 Only very nimble profit-taking has allowed our trading out-performance; up +55.1% since end 2020 GDXJ (Junior Gold stock index) vs Portfolio stocks : from Dec.2020: 10d / GDXJ $47.45, -12.5% in 2021 Sym. : Ye2020 : 4/30 : % chg. GDXJ : 54.24 > 47.45 : - 12.5% WM.t : $0.78 > $0.62 : - 20.5% EMR. : 0.080 > 0.070 : - 12.5% SMD : 0.395 > 0.460 : +16.5% MCI.v: 0.240 > 0.300 : +25.0% VG.v. : 0.440 > 0.465 : +5.68% ==== : Aver. 5 stocks: +3.09% Despite the weak performance, Wallbridge drill results are continuing strong - but the market is bored with drill holes Date ET Symbol Price Type Headline 2021-04-29 06:41 C:WM 0.61 News Release Wallbridge drills 16.4 m of 17.79 g/t Au at Fenelon 2021-04-15 11:34 C:WM 0.61 News Release Wallbridge Mining closes $20.01M bought deal The Headline results, were the best by far -> 17.79gm x 16.40m = a massive 292 gm-m "boxer" WALLBRIDGE INTERSECTS 17.79 G/T AU OVER 16.40 METRES IN NEWLY DISCOVERED EASTERN EXTENSION OF THE GABBRO ZONES Wallbridge Mining Company Ltd. has released results from its exploration drill program at the Fenelon gold property, with an intersection of 17.79 grams per tonne gold over 16.40 metres, including 76.98 g/t Au over 3.30 metres in a newly discovered eastern extension of the gabbro zones. This high-grade zone is located approximately 140 metres along strike to the east of, and 175 metres vertically below, the known part of the gabbro zones where Wallbridge completed a 33,500-tonne underground bulk sample in 2019 with an average grade of 18.49 grams per tonne gold. The mineralization is open for expansion with very few historic drill holes in the area. "We are very excited about this new high-grade discovery hosted within the Main gabbro, 140 metres away from the known gabbro zones," stated Attila Pentek, vice-president, exploration, of Wallbridge. "This eastern extension of the Main gabbro, one of the important host rocks at Fenelon, has seen very limited drilling in the past, only with shallow 100-to-200-metre holes. This intersection is still close to surface, at a vertical depth of 300 metres, and is open in all directions." === A High grade gold on a step-up hole like this would have moved the stock up 1-2 years ago Seems like the market is now awaiting Resource estimates, to see how big the Gold deposit(s) have become "The company completed approximately 102,000 metres of drilling in 2020 and has begun a fully financed 2021 program of approximately 170,000 metres of drilling and 4,800 metres of underground exploration development (phase 1 of a 10,000-metre two-year program). The company intends to complete a maiden mineral resource on the Fenelon gold system in the third quarter of 2021."
  24. Wallbridge (WM.t) and its growing Fenelon Mine WM.t ... All-data : 5-yr-W : 4-yr-D : 1-yr : 6-mos : 10d - Last: C$0.10 x 227mn shs = C$22.7mn Mkt.cap / in edit: Wallbridge Mining (WM.t) - now Ready to Roll? WM.t ... 10-yrW : 5-yr : 2-yr : 6-mo : 10-d -- last: C$0.095 // Market Depth : A confirmed breakout above C$.10, could soon bring $0.15 and higher About Wallbridge Mining Wallbridge is establishing a pipeline of projects that will support sustainable production and revenue as well as organic growth through exploration and scalability. Wallbridge is currently preparing to develop its 100%-owned high-grade gold Fenelon Mine project in Quebec with a production decision targeted for Q2 2017. Wallbridge is also in discussions regarding several other advanced stage projects which could become the Company's next mines. These discussions benefit from the operating capabilities Wallbridge demonstrated by safely and efficiently mining the Broken Hammer deposit in Sudbury, which was completed in October 2015. Wallbridge is also continuing active partner-funded exploration on its large portfolio of nickel, copper, and PGM projects in Sudbury, Ontario. Currently, Wallbridge is completing a 20,000 metre fully partner-funded drilling program on its high-grade Parkin nickel-copper-PGM project. Wallbridge also has exposure to active exploration for copper and gold in Jamaica and British Columbia through its 13% ownership of Carube Copper Corp. ("Carube Copper") (CUC:TSX-V, formerly Miocene Resources Limited). > stockhouse-WM : http://www.stockhouse.com/companies/quote?symbol=t.wm : bullboard :
  25. WEAK DEMAND for Gold stocks has held some portfolio stocks down in 2021 Only very nimble profit-taking has allowed our trading out-performance; up +55.1% since end 2020 GDXJ (Junior Gold stock index) vs Portfolio stocks : from Dec.2020: 10d / GDXJ $47.45, -12.5% in 2021 Sym. : Ye2020 : 4/30 : % chg. GDXJ : 54.24 > 47.45 : - 12.5% WM.t : $0.78 > $0.62 : - 20.5% EMR. : 0.080 > 0.070 : - 12.5% SMD : 0.395 > 0.460 : +16.5% MCI.v: 0.240 > 0.300 : +25.0% VG.v. : 0.440 > 0.465 : +5.68% ==== : Aver. 5 stocks: +3.09% Despite the weak performance, Wallbridge drill results are continuing strong - but the market is bored with drill holes Date ET Symbol Price Type Headline 2021-04-29 06:41 C:WM 0.61 News Release Wallbridge drills 16.4 m of 17.79 g/t Au at Fenelon 2021-04-15 11:34 C:WM 0.61 News Release Wallbridge Mining closes $20.01M bought deal The Headline results, were the best by far -> 17.79gm x 16.40m = a massive 292 gm-m "boxer" WALLBRIDGE INTERSECTS 17.79 G/T AU OVER 16.40 METRES IN NEWLY DISCOVERED EASTERN EXTENSION OF THE GABBRO ZONES Wallbridge Mining Company Ltd. has released results from its exploration drill program at the Fenelon gold property, with an intersection of 17.79 grams per tonne gold over 16.40 metres, including 76.98 g/t Au over 3.30 metres in a newly discovered eastern extension of the gabbro zones. This high-grade zone is located approximately 140 metres along strike to the east of, and 175 metres vertically below, the known part of the gabbro zones where Wallbridge completed a 33,500-tonne underground bulk sample in 2019 with an average grade of 18.49 grams per tonne gold. The mineralization is open for expansion with very few historic drill holes in the area. "We are very excited about this new high-grade discovery hosted within the Main gabbro, 140 metres away from the known gabbro zones," stated Attila Pentek, vice-president, exploration, of Wallbridge. "This eastern extension of the Main gabbro, one of the important host rocks at Fenelon, has seen very limited drilling in the past, only with shallow 100-to-200-metre holes. This intersection is still close to surface, at a vertical depth of 300 metres, and is open in all directions." === A High grade gold on a step-up hole like this would have moved the stock up 1-2 years ago Seems like the market is now awaiting Resource estimates, to see how big the Gold deposit(s) have become "The company completed approximately 102,000 metres of drilling in 2020 and has begun a fully financed 2021 program of approximately 170,000 metres of drilling and 4,800 metres of underground exploration development (phase 1 of a 10,000-metre two-year program). The company intends to complete a maiden mineral resource on the Fenelon gold system in the third quarter of 2021."
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