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drbubb

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  1. Higher Gold (>$1500) brings Higher GCM Forecasts GCMs delta on (higher) gold prices Gold prices continue to march higher with today the Comex Dec contract trading north of $1500. Since the beginning of Q3 gold is up near $100 and even up >$220 since late May. What does this mean for GCM? GCM is expected to produce 240.000ounces in 2019. So, a $200 gain per ounce of gold since May means extrapolated on an annual basis an additional gain of $48mm USD before taxes. $48mm USD is about 63.8mm CAD at current FX rates. GCM fully diluted share count is 68mm. So, current rise in gold prices is ADDING around $0.9 per share in EPS before taxes on an annual basis!! This is significant. It gets even better. in 2019 Q1, GCM earned US$18mm before taxes. It sold 59k ounces at a realized gold price of $1298. So again, if we extrapolate 2019 Q1 on a annual basis, i am getting getting a >US100mm profit before taxes. (Q1 @ 18mm + 3x 18mm + $200 gold move x (180.000ounces for Q2Q3Q4). This is all quick and dirty and i am the first to acknowledge that, but a US$100mm profit before taxes is HUGE, and is giving a EPS of >c$2 per share making this a ridicoulous cheap stock on a Price/Earnings ratio Read more at https://stockhouse.com/companies/bullboard#GeJ5ZAPIecbPoBMr.99
  2. No POGO PANIC (yet) Property firms bullish on demand despite POGO uncertainty ... PROPERTY developers remain optimistic about demand for office space despite China’s crackdown on Philippine offshore gaming operators (POGOs), citing limited exposure to such tenants. Ayala Land, Inc. Commercial Business Group Head Jose Emmanuel H. Jalandoni said POGOs make up less than a tenth of their leasable office portfolio, limiting the company’s vulnerability to this segment. “For the office sector, we’re limiting it to a maximum of 10% for our office portfolio. Right now it’s a little below 10%…Since we’re limiting our exposure to 10% it’s more manageable,” Mr. Jalandoni told BusinessWorld on the sidelines of an event last week of its parent Ayala Corp. In a separate interview, DoubleDragon Properties Corp. Chairman and Chief Executive Officer Edgar J. Sia II said his company is also relatively protected from developments hounding POGOs. “DoubleDragon’s leasable space portfolio is diversified enough that it is well-covered overall. The POGO exposure is only about 12% of 2019 total leasable space,” Mr. Sia said in an e-mail, adding that his company requires tenants to pay 12 months rental security deposits up front, on top of post-dated checks covering the entire lease term. Mr. Sia, however, admitted that there could be downsides in terms of yields the company will get for its properties. “The only downside if the POGO tenants are replaced by BPO and corporate tenants is that, in that case the company expects to no longer get the very high 29% yield on cost but may revert to the normal yield of 14%, which is anyway still more than double the company’s cost of fund which now stands at 6.2%.” Concerns about the country’s office sector arose after the Chinese embassy last week asked the Philippines to stop hiring Chinese citizens in casinos and other gaming facilities, citing how a large number of them have been illegally brought into the country since Beijing has been cracking down on cross-border gambling. It also blamed offshore gaming operations in the country for increased crimes and other social problems in China. Analysts said this move could hurt the property sector as POGOs have been driving demand for office space in recent years. . . .Despite the high demand from POGOs, Ayala Land’s Mr. Jalandoni said the company still expects business process outsourcing firms and traditional offices to boost its businesss. “I think reports show that demand for this year and last year was mostly POGOs, but BPO demand is still there and we’re also seeing demand from traditional office so it’s a balanced demand,” Mr. Jalandoni said. > MORE: https://www.bworldonline.com/property-firms-bullish-on-demand-despite-pogo-uncertainty/ / 2 / Online gaming base expected in Ortigas and QC ORTIGAS Center and Quezon City are seen to be the next hubs for Philippine Online Gaming Operators (POGOs) as vacancy in the bay area dips below 1% in the second quarter of 2019. Joey Roi H. Bondoc, research manager of Colliers International Philippines, said vacancy in areas near Manila Bay is now at 0.61%, which is considered to be low even for an outsourcing company. “What more for a POGO that in one go would occupy two, three floors. I think it is but natural for them to move outside of the bay area and look at areas where office space is still available,” he said. In its property market report for the second quarter, Colliers noted that demand for offshore gaming companies had reached 274,000 square meters (sq.m.) in the first half. Deals in the second quarter were mostly closed in Alabang, bay area, Quezon City, Ortigas, and Makati central business district (CDB) and its fringes. The firm also noted that the new supply in the bay area, Ortigas Center, and Quezon City would be tempered by demand from online gaming operators along with traditional or non-outsourcing firms. “Currently, we have 274,000 [sq.m. of supply], so if we estimate another 250,000, easily 150,000 sq.m. could be split between Quezon City and Ortigas Center because that’s where the available space is, so easily pwedeng doon sila mag-locate (they can locate there),” Mr. Bondoc said. As for residential units, he said it would be difficult to determine how many units, but he noted that for one firm, an average of 40-50 units are involved in one transaction. “They are willing to locate the following day, and they pay in cash,” he said. “That’s how strong the demand is.” For the rest of the year, Mr. Bondoc said that the online gaming operators are likely to remain the major driver. “For 2019, definitely. In fact we might even breach 500,000 sq.m. for 2019 alone because in 2017 we had only 11,000 sq.m., in 2018 we had 303,000 sq.m. So initially we thought na (that) we might be able to breach 400[,000 sq.m.], but look at the first half transactions, [they’re] already 274,000 [sq.m.],” he noted. He also said that buildings, which were not approved by the Philippine Economic Zone Authority because of Administrative Order (AO) No. 18, might now welcome POGO firms. For instance, a building in Ortigas that was initially built for non-POGOs but failed to secure accreditation, will now cater to these firms. > more: https://www.bworldonline.com/online-gaming-base-expected-in-ortigas-and-qc/
  3. Oil, & Energy, and Energy Stocks - weak from Technological advances After MONTHS of weakness in the entire energy complex... it was time for rethinking... "All-Energy": all-data : fr. 6/2018 / Last: USO: $11.28 +2.9%, (22.2% over LoYr, $9.23) / aver. Off L: +7.7%, Other: +4.1% U.t: C$4.20 +0.5% (3.99, +5.3%), Ngas*: 0.0214 -0.5% (.0205, +4.4%), BTU: $18.13 -2.09% (17.20, +5.4%) URA: $10.33 -1.15% (10.19, +1.4%). /*Natgas Futures: $2.12 vs. $2.03 Low of Year : fr. 6/2018 / 10d : The Five Transitions in Energy Happening Now (w/ Rob West) Rob West, CEO and founder of Thunder Said Energy, talks about the five major energy transitions occurring simultaneously in 2019. He compares the energy transitions happening now - renewables, shale, electrification, digitalization and environmental - to other energy transitions over the past 200 years. This clip is excerpted from a video published on Real Vision on May 21, 2019 entitled, “The Third Major Energy Transformation.”
  4. The opening date is set on Philadelphia’s newest mall Hadas Kuznits August 03, 2019 - 4:00 am Hadas Kuznits/KYW Newsradio PHILADELPHIA (KYW Newsradio) — The mall on Market Street known as "The Fashion District" is preparing to open its doors next month. Erika Joy Erb, director of marketing with the Fashion District Philadelphia says their official opening date of September 19 is set. "We've been under construction for about three years now, since 2015 and we're really excited to introduce all the fun things we have coming up on September 19," she said. 'The District' as she calls it, will be a mall across three blocks of Market Street near 10th Street, where The Gallery used to be. Some of the stores, Erb says, include Nike, H&M, Samsonite, Sunglass Hut, Columbia, Levis, Ulta Beauty. Hadas Kuznits/KYW Newsradio There will also be a food court, entertainment, and some of the entertainment establishments and other business, she says, will open separately after the official opening. "AMC and Round One, they're slated to open in November,” she explained. “Wonder Spaces is slated to open in December of this year. Then there will be a year-long series of additional tenants that will come on board in 2019 and 2020."
  5. Fashion District Philadelphia: Everything that’ll be open at launch of the former Gallery Mall Fashion District: “We expect the Mall to stabiliize at $700 per sqft” - 44 minutes, Q2 Call Total retail floor area‎: ‎1,080,002 sq ft > wiki: https://en.wikipedia.org/wiki/Fashion_District_Philadelphia More than 50 vendors are in the lineup, including a handful of locals. Updated July 31 It’s taken $400 million and four years of patience, but Fashion District Philadelphia is now visible on the horizon. The long-awaited Gallery Mall replacement, first approved back in the Nutter era, will open its doors on Sept. 19. The ambitious renovation — which exploded construction in all directions in its quest to revitalize the area (including into the below ground commuter concourse) — was initially projected to launch in November 2018. As that date came and went, Gallery 2.0 started to seem like more of a fever dream than actual impending reality. But lo and behold, we’re now just a few months out. PREIT, which also operates malls in Cherry Hill, Springfield, Plymouth Meeting and other locations, told the Inquirer it hopes the project will eventually rival Rittenhouse Row as a shopping destination. To bolster the claim, the company released a list of 50-plus incoming vendors set to liven up East Market Street. Spanning everything from retail to restaurant to interactive art display, the majority of storefronts are national chains, plus several local shops in a “Uniquely Philly” section. The entertainment portion of the space won’t be ready until a few months later, with additional storefronts also promised over the next few years. Here’s everything you’ll find at “The District” when it launches this fall. > https://billypenn.com/2019/07/30/fashion-district-philadelphia-everything-thatll-be-open-at-launch-of-the-former-gallery-mall/
  6. NEWS - second mine is coming along Recent Bulletins News ReleasesIn The NewsOther Date ET Symbol Price Type Headline 2019-07-29 17:17 C:ROXG 1.13 News Release Roxgold has 94% recovery rate from Seguela met testwork 2019-07-23 17:22 C:ROXG 1.10 News Release Roxgold files technical report for Seguela gold project 2019-07-23 12:12 C:ROXG 1.16 News Release Roxgold to release Q2 2019 results Aug. 13 2019-07-17 17:06 C:ROXG 1.06 News Release Roxgold's Yaramoko produces 34,354 oz Au in Q2 2019-07-17 07:35 C:ROXG 1.04 News Release Roxgold begins trading on OTCQX 2019-07-15 09:07 C:ROXG 1.07 News Release Roxgold drills 26 m of 4.46 g/t Au at Seguela ==
  7. POGO hubs would protect Chinese workers' rights – Pagcor POGO HUBS. Pagcor Chairperson Andrea Domingo says the proposed POGO hubs will protect Chinese workers. Photo by Rambo Talabong/Rappler MANILA, Philippines – Philippine Amusement and Gaming Corporation (Pagcor) Chairperson Andrea Domingo said self-contained hubs for Chinese online gambling workers would serve only to provide their basic needs and not segregate them from the population. "When we refer to POGO (Philippine Offshore Gaming Operator) hubs as self-contained communities, what we mean is that these hubs will have all the basic needs of the foreign employees of POGO," Domingo said in a text message to reporters on Thursday, August 8. She said these hubs would have office and residential spaces, food establishments, wellness and recreational facilities, and service shops. "They are free to go anywhere they want to without any limitation on their personal rights or liberties," Domingo added. (READ: A Chinese online gambling worker's plight in Manila) Domingo also maintained that the hubs would be established for the protection of foreign workers. With the Chinese POGO workers living in dedicated hubs, Domingo said they would no longer be exposed to "crimes being committed against them on the streets," and would be assured of better work conditions. They will also be given proper visas, as government agencies will set up offices at the hubs. Domingo's statement was in response to the Chinese embassy's strongly-worded statement over the proposal. (READ: How China's online gambling addiction is reshaping Manila) China said it is gravely concerned over the proposal, as it may infringe on the basic legal rights of its citizens. – Rappler.com
  8. ONLINE GAMBLING Good for whose business? China absolutely hates gambling, but the Philippines is fueling its citizens' addiction The Chinese government is fighting online gambling, but companies are moving its operations offshore to avoid sanctions. Real estate and other Philippine businesses are booming due to online gambling operations. The Philippines’ regulatory environment is weak, but government agencies are slowly trying to cover the gaping holes. MANILA, Philippines – With a business degree from one of the Philippines’ top universities, Jake, not his real name, expected to apply what he learned in college. He was hired as a financial analyst by an information technology (IT) firm in Quezon City, but his job was nothing like what he was promised by the hiring manager. He was tasked to insert a USB drive or memory stick into a computer and input a code. “I had no idea at first what I was doing, but it turns out, I was paying out money for online gambling winners,” Jake said. He told Rappler he had no idea about the money flow or whether the funds came from – or were going through – Philippine financial institutions. Other than inputing codes, he was also tasked to look for Chinese players to play games online. Either he contacted them directly or looked for players through affiliates who had connections with players in China. Players came mostly from China, but there were also Chinese clients from Taiwan, Hong Kong, Singapore, and the United States. Jake said the company he was working for had around 200 employees with a fair mix of Filipino and Chinese employees. "You do not need to speak Mandarin. Your output can be in English and somebody, either Chinese or Filipino fluent in Mandarin, will translate for you," Jake said. Screenshot from an online gambling website “Our job is marketing or finance and some IT. It was not explicit that it was online gambling, but it was,” he said. The company did not provide any hint of gambling. The offices had no roulettes, no cards, no dealers. All the games were streamed abroad. The website Jake was working for indicated that its casino dealers were from countries like Russia and Turkey. He said the industry was giving Filipinos opportunities and paid well. On top of their salary, workers enjoyed bonuses of at least P500,000 (US$9,631)* a year. "Bonuses are tax-free and I think all workers had P500,000 at minimum. I accidentally saw the salary of some of the Chinese managers and they earned over a million without the bonus," Jake said. He said the Chinese workers earned around P60,000 ($1,156) to P70,000 ($1,348) a month. Filipinos earned slightly lower, but definitely much higher than a typical job at call center companies just some floors below their offices. . . . "I think the pay is high, the Chinese workers earn much higher than the average call center agents," Jake said. While cash was good, he admitted that he knew the company he was working for was shady. The Philippine Offshore Gaming Operators (POGOs) are regulated by the Philippine Amusement Gaming Corporation (Pagcor), but Jake said his company was not on the list of accredited gaming companies. “We have a code, when we say something like ‘aja’ out loud, it means that there are government agents or police about to go in the office and we need to hide everything,” Jake said. "I'm sure the bosses have connections with government officials, otherwise the company will not operate and will have higher taxes, which they do not want if they wanted higher bonuses," he added. He also said the company’s websites have several backups, in case China’s firewall blocks them. When it does, the backup websites take over. Jake left the company after a couple of months because he felt uncomfortable about its questionable and suspicious operations. ===== MAYBE... you need to THINK TWICE if your real estate investment is relying on such shady clients
  9. Philippines collects P356 million from POGOs, as China condemns gambling The Chinese government wants gambling operators punished, but the Philippines wants to get more taxes from them MANILA, Philippines – The Chinese government issued a strongly-worded statement that enumerated the many problems it has encountered with online gambling, but this is an industry that has proved to be a good source of revenue for the Philippines. From money laundering and extortion to kidnapping and slavery, China made it clear that it is clamping down on the industry. "The Chinese side hopes and urges relevant departments of the Philippine government to pay more attention to China position and concerns and take concrete and effective measures to prevent and punish the Philippine casinos, POGOs (Philippine Offshore Gaming Operators), and other forms of gambling entities for their illegal employment of Chinese citizens," the Chinese embassy said. This was in response to the proposal of the Philippine Amusement and Gaming Corporation (Pagcor) for a dedicated hub for POGOs. However, the Philippine government – a friend of China's – made it clear that gambling is perfectly legal here. In fact, it wants to tax the industry more efficiently. On the same day China voiced its concern, the Bureau of Internal Revenue (BIR) reported that it has collected an initial P186 million in withholding taxes from POGOs and is getting another P170 million this month in tax payments from these businesses employing foreigners, for a total of P356 million. Finance Assistant Secretary Dakila Napao said BIR data showed that of the 48 notices sent to POGOs, 22 have either replied or protested the tax assessments. Meanwhile, BIR Commissioner Caesar Dulay said that for the initial year of operations of POGO service providers in 2017, the BIR collected only P175 million in taxes. POGO service providers remitted over P579 million in taxes in 2018 and voluntarily paid P789 million in the 1st half of 2019. The government said POGOs need to pay over P4 billion in unpaid taxes. . . . POGOs are regulated by Pagcor, whose gaming revenues soared to P68 billion in 2018. The real estate industry has also enjoyed Chinese money, as POGOs push prices up. (READ: Online gambling: Good for whose business?) It's clear that the Philippines has gained much from online gambling – and even more cash is coming.
  10. I like trendlines & Channels - as many can see. haha $6 or so is possible Might think about letting some WTB go soon, if we approach $6
  11. When the mine opens in a few short weeks, the NEWS should trigger a nice rally Particularly if the production hits targets - Eventually 200k oz. annually Catch-Up Play? ... "A 10-year Overnight Success" VIT.v / Victoria Gold-etc ... update / Last: $0.44 + 0.03. On 2.27 Million shares Building Canada's Next Gold Mine - Victoria Gold Corp.
  12. I am seeing a number of Foreign owned* Units, being sold now in the Secondary Mkt. @ ... 2nd Mkt: ALL-in prices of : P 5.2 M - 5.4 Million (/28 sqm= P185.7k - P192.9k per sq) This is not just the 100% "contact price" - but includes: + EOC, End-Of-Contract payment of 5% of the original contract price + Transfer Fee, of P150,000 payable to Shang + Commission to agent(s): usually 3-5%. though there are also some rumors of P50K-P100K commissions ============ *Prices of Locally-Owned units have moved up to P4.7 Million/28= P167.9k & higher (in the secondary market) Where Shang might get P5.6-6.0Million for a NEW sale direct to a Local Buyer. For this "100% of Contract price", you need to add 5% for Estimated Other Charges: Shang's ALL-in prices of : P 5.9 M - 6.3 Million (/28 sqm= P210.7k - P225.0k per sq) Please Note: Shang has SOLD all the 40% of units for foreigners - though there may be a reopened unit from Time to time
  13. POGOs to be moved out, confined to hubs MANILA, Philippines — Chinese nationals working in Philippine offshore gaming operations (POGOs) will be transferred to “self-contained” communities or hubs that will limit their interaction with Filipinos, according to an official of the Philippine Amusement and Gaming Corp. (Pagcor). In an interview with “The Chiefs” aired on Cignal TV’s One News Tuesday night, Pagcor vice president for offshore gaming Jose Tria said these POGO hubs would address complaints of Filipinos over the reported unruly behavior of some Chinese workers. “That is the reason why we came up with these POGO hubs. These will be self-contained communities (so we can limit the) interaction between Filipinos and foreign workers,” Tria said. “As soon as… the private participation is able to set up these hubs, we will be canceling all their authority to operate outside these hubs. We will put them there so it is easier to monitor,” he added in a mix of English and Filipino. The POGO hubs would have safeguards, including the establishment of government offices inside these communities for monitoring, according to Tria. . . . "Pagcor chairman and chief executive officer Andrea Domingo had earlier announced that it approved the establishment of two POGO hubs in Clark, Pampanga and Kawit, Cavite, to be operated by offshore gaming firm Oriental Game." In the first semester of 2019, Bello said DOLE has issued a total of 51,695 alien employment permits (AEPs). The figure was more than double or 143 percent higher than the number of AEPs issued during the same period last year. He added that many of the AEPs were issued to foreign nationals employed in POGOs. More than half or 55 percent of the foreign nationals granted AEPs are Chinese nationals. The Chinese nationals, according to Bello, are employed in jobs requiring proficiency in Mandarin. He noted that there are Filipinos who can speak Fookien, but only a few are fluent in Mandarin. “Our primary condition in issuing AEPs is that it will not cause disenfranchisement of Filipino workers,” Bello said. DOLE’s move With Pagcor’s plans to limit operations of POGOs to hubs outside Metro Manila, the DOLE is deploying more labor inspectors to the provinces. Labor Secretary Silvestre Bello III yesterday reported that the DOLE is hiring more labor inspectors in the coming years and deploying them to areas where most POGOs are operating. “We deploy labor inspectors nationwide, but mostly in the National Capital Region, Central Luzon, Southern Tagalog and Cagayan Valley,” Bello said during the weekly forum “Kapihan sa Manila Bay.” Read more at https://www.philstar.com/headlines/2019/08/08/1941586/pogos-be-moved-out-confined-hubs#xyXR3tc1qH3TK0hu.99
  14. Yet another TRY for a Bottom in NATGAS? (Or is it in place at $2.03 already?) Larry Pesavento thinks we are near a bottom and once Natgas turns higher, it will run for a long time > https://www.listennotes.com/podcasts/trade-what-you-see/trade-what-you-see-08-06-19-j2miW6wLFpa/ Natgas down 1.3%. Crude was down 2.7%. NatGas/WTI ratio rose again. Will NG rally hard, when Crude rallies? Natgas to-WTI USO/ US Oil etf : $10.84 - 0.30, -2.69% O: 10.81 / H: 10.89 L: 10.49. closed near Hi-Day Sym. : Last : chg.: % chg.: Yr. Low-High : off Low: vsHigh: EntVal. Ebitda: EV/Eb: PR.BV: PER: Yield NGas $2.08. - 0.03, - 1.33% ($2.03 - 4.93): +2.46% : - 57.8%: CNQ: $23.70, -0.01, - 0.04% (21.85 -35.95): +8.47% : - 34.1%: $28.3B: $4.55B: r6.22 : 110.%: 11.6 : 4.41% CHK: $ 1.39, Unch., +0.00% ($1.26- $4.98): +10.3% : - 72.1%: $14.6B : $3.08B: r4.75 : 90.0%; 2.67: N/A - ECA : $ 4.17, +0.07, + 1.71% ($3.93- 13.64): +6.11% : - 69.4%: $14.2B : $3.57B: r3.97 : 56.0%: 4.06: 1.67% GTE : $ 1.45, Unch., +0.00% ($1.40- $3.96): +3.57%: - 63.4%: $1.04B: $399.m: r2.62 : 54.0%: 7.14: N/A - MUR: $21.64, - 0.41, -1.86% (21.06- 36.53): +6.42%: - 40.8%: $7.65B: $1.85 B: r2.75 : 76.0%: 13.4: 4.54% RRC : $ 4.42, +0.11, +2.55% ($4.09- 18.60): +8.07%: - 76.3%: $4.90B: $1.32 B: r3.70 : 26.0%: N/A-: 1.81% SWN: $ 1.89, Unch., +0.00% ($1.64- 6.23) : +15.2% : - 69.7%: $3.06B: $1.36 B: r2.26 : 35.0%: 1.16 : N/A - SLB : $34.74, -0.72, - 2.03% (33.94- 66.67): +2.36%: - 47.9%: $48.1B: $6.62B: r10.1 : 134.%: 23.2: 5.76% HAL : $19.65, -0.30 -1.50% (19.12 - 42.57) : +2.77%: - 53.8%: $27.8B: $3.88B: r7.16 : 181.%: 13.0: 3.50% Bte.t: $ 1.78, - 0.10, -5.32% ($1.74- $4.73): + 2.30%: - 62.4%: $3.01B: $967m: r3.11 : 32.0%: N/A-: N/A- Sgy.t: $ 1.16, - 0.03, -2.52% ($1.06- $2.73): +19.8%: - 53.5%: $835m: $138.m: r6.07 : 44.0%: N/A-: 8.62% VII.T : $ 6.72 - 0.09, -1.32%. ($5.99- 16.82): +12.1 %: - 60.0% : $4.39B: $1.93B: r2.27 : 46.0%: 3.23: N/A- =====
  15. SELLING DOWN my shares in GCM - but keeping the warrants (a lot of them!) Sold almost all shares since the recent breakout GCM.t / Gran Colombian Gold ... update / Last: C$5.42 ===== = : PRODUCTION / v 2019 Mo.: Prod'17: Prod'18 : Prod'19: Q1- : 39,008 : 52,672 : 60,601 > +15.1% Q2- : 46,075 : 52,906 : 57,882 > +14.8% Q3- : 37.1 K : 57,163 : 55k.Est > - 4 % Q4- : 52.0K : 55,260 : 57k.Est > +4 % Yr. = 174.2k : 218.0k : 230k.Est === :: 2017 :: 2018 :: 2019 :: Jan. 00,000: 16,700 : 17,941 : Feb. 00,000: 17,339 : 21,335 : New monthly record! Mar. 00,000: 18,633 : 21,325 : =Q1: 39,008: 52,672 : 60,601 : +15%; Quarterly record! Apr. 00,000: 16,118 : 20,372 : May 00,000: 18,675 : 18,528 :: Jun. 00,000: 18,400 : 18,882 :: =Q2: 46.08k: 52.91k : 57,882 : + 9% July 00,000: 19,296 : 18,166 :: Aug. 00,000: 18,747 : 18,710 :: 8m. 000.0k: 143.0k : 155,359 : + 8% 12m: 000.0k: 000.0k: 229.7k : Sep. 00,000: 19,120 : 19,395 :: =Q3: 37.10K: 57,163 : 56,271 :: 9m. 000.0k: 000.0k : 174,754 : + 7% 12m: 000.0k: 000.0k: 230.0k :: Oct.: 17.33K: 18,065 : Nov: 17.33K: 18,193 : Dec. 17.33K: 19,002 : (aver.18.4k oz in Q4) =Q4: 52.00K: 55,260 : ===================== ; 2018: "218,001 OUNCES, UP 25% OVER 2017" 2019 TARGET: 225,000-240,000
  16. I used the slide after the Opening GAP down to buy some calls on Energy stocks USO/ US Oil etf : $10.84 - 0.30, -2.69% O: 10.81 / H: 10.89 L: 10.49. closed near Hi-Day Larry Pesavento thinks we are near at/near an important Low in NatGas > https://www.listennotes.com/podcasts/trade-what-you-see/trade-what-you-see-08-06-19-j2miW6wLFpa/ BOUGHT CALLS on: SLB, MUR, RRC … also, non-energy: FCX, FXI Sector Update: Energy Giants Decline Pre-Market Wednesday 09:25 AM EDT, 08/07/2019 (MT Newswires) -- Top Energy Stocks: XOM: -1.28% CVX: -1.11% COP: -1.81% SLB: -1.95% OXY: -1.22% Energy giants were declining pre-market Wednesday. West Texas Intermediate crude oil for September delivery was down $1.08 at $52.55 per barrel at the New York Mercantile Exchange. The global benchmark Brent crude October contract lost $1.12 to $57.82 per barrel and September natural gas futures were flat at $2.11 per 1 million BTU. Among energy-related ETFs, the United States Oil Fund was down 2.60%, while the United States Natural Gas fund was 0.55% higher
  17. GOOD NEWS - & I bought some $5.00 Calls Recent Bulletins News ReleasesIn The NewsOther Date ET Symbol Price Type Headline 2019-08-07 15:49 C:CF 5.44 News Release Canaccord Genuity holders elect eight directors at AGM 2019-08-06 20:30 C:CF 5.44 News Release Canaccord Genuity Group earns $24.29M in Q1 FY 2020 2019-08-06 20:25 C:CF 5.44 SEDAR Interim Financial Statements SEDAR Interim Financial Statements 2019-08-06 20:25 C:CF 5.44 SEDAR MD & A SEDAR MD & A "We delivered a solid first quarter result and a positive start to our 2020 fiscal year," said Dan Daviau, President & CEO, Canaccord Genuity Group Inc. "We continued to demonstrate improving stability across businesses and geographies, as we invested into our core strengths and took steps to deliver improving returns for our shareholders." First fiscal quarter highlights: (All dollar amounts are stated in thousands of Canadian dollars unless otherwise indicated) Quarterly revenue of $325.5 million, a first quarter record Revenue from higher-margin advisory activities reached highest level in three years Excluding significant items1, 57% of diluted earnings per share contributed by global wealth management operations Total client assets of $67.6 billion in global wealth management business, increased 2.1% from a year ago Quarterly dividend increased to $0.05 per common share Subsequent to the end of the fiscal quarter, initiated a Substantial Issuer Bid pursuant to which the Company will offer to repurchase for cancellation up to $40.0 million of its common shares
  18. USO/ US Oil etf looks to be a Leading Bellwether. On Tuesday, USO slid tuesday 2% to $11.14, & may slide to LO.Yr at $9.23. USO-etc ... ALL : from 2001 : Jan.2007 : 7/2012 : 1/2014 : fr. 2015 : 1/2016 : 10d / : 1/2016 : BTU / Peabody Coal ... fr. 1/2016 : $17.89 - 0.89% / $11.14 = r-00% -- Yield: 3.13%; PER: 4.22; EV/ebit: 0.00 HAL / Halliburton ... fr, 1/2016 : $19.95 - 1.77% / $11.14 = r-00% -- Yield: 3.61%; PER: 13.12; EV/ebit: 0.00 MUR / Murphy Oil ... fr. 1/2016 : $22.05 - 2.35% / $11.14 = r-00% -- Yield: 4.54%; PER: 13.59; EV/ebit: 0.00 SLB / Schlumberger ... fr, 1/2016 : $35.46 - 1.47% / $11.14 = r-00% -- Yield: 5.64%; PER: 23.64; EV/ebit: 0.00 XLE / Energy Select Sector SPDR.. 1/2016 : $58.53 - 0.12% / $11.14 = r-00% -- Yield: 3.64%; PER: N/A; EV/ebit: 0.00 OTH / Other Stock ... fr, 1/2016 : $00.00 - 0.00% / $00.00 = r-00% -- Yield: 0.00% ==
  19. Canaccord is Lagging with the weak stock market CF-etc ... update : 10d : CF.t vs. GDX ... update / Last: C$5.44 vs. US$28.67 : r-xx / ... Prev.: C$5.90 vs. US$22.78 : r-xx Ratio: SII.t vs. CF.t ... fr. Aug.2009 + GMP / Last: C$3.89 vs. C$5.42 : r-xx ... Prev. C$3.10 vs. C$5.90 : r-xx
  20. NEWS / Last C$5.42 Recent Bulletins News ReleasesIn The NewsOther Date ET Symbol Price Type Headline 2019-08-02 20:37 C:CF 5.42 Miscellaneous Canaccord Genuity Group share purchase offer 2019-08-01 07:35 C:CF 5.52 In the News Globe says Goff calls Canaccord shares "undervalued" 2019-07-23 15:58 C:CF 5.75 News Release Canaccord to release Q1 fiscal 2020 results Aug. 6 2019-07-18 17:08 C:CF 5.71 News Release Canaccord expects to earn $28-million in Q1 2019 Globe says Goff calls Canaccord shares "undervalued" 2019-08-01 07:35 ET - In the News The Globe and Mail reports in its Thursday edition that Echelon Wealth Partners analyst Rob Goff says Canaccord Genuity Group's ($5.52) "track record speaks to strategy, discipline and success." The Globe's David Leeder writes in the Eye On Equities column that Mr. Goff calls the firm's "high premium" wealth management platform a "crown jewel." He says the shares are "significantly undervalued by shareholders." Mr. Goff began coverage with a "buy" call and $10 share target. Analysts on average target the shares at $9.33. Mr. Goff says in a note: "We are bullish towards wealth managers with scale considering overall growth, competitive dynamics, and consolidation opportunities in the UK, Australia, and Canada, where CF has in-market scale to support accretive economics. ... We see the dominant Canadian bank-owned Wealth Management divisions, leveraged to efficiency versus market share, continuing to pressure payout ratios, limiting advisor flexibility, further striating tiered service levels by account balances and limiting succession plans in an industry where the average advisor age exceeds 50 and certain banks have backed away from training programs for new advisors as branch services offer efficiencies." / 2 / The Toronto Stock Exchange reports that Canaccord Genuity Group Inc. has made an offer to purchase up to $40-million of its common shares, pursuant to a modified Dutch auction. Through this procedure, the company will determine a single price per share, of at least $5.50 and not more than $6.30, that it will pay for shares validly deposited under the offer and not properly withdrawn. The offer will expire at 5 p.m. Toronto time on Aug. 9, 2019.
  21. Where? REcently, I have ben buying stocks like: VIT.v, RRI.v, CS.t
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