drbubb

Yes, I got the TIMING right... this time. This has been a successful and profitable experiment - & I took my profits already. The chart just above may show why I did that. Dip coming? Or More than just a minor dip? My virtual OIL SECTOR PORTFOLIO, produced a profit of $22,820, 43.2% in about 6 weeks Sym. / Price : x-Qty: $-Value: Strike : Pmt.: $Surplus -Cost-: Profit : RDC :$12.87 : x2500= 32,175 : $6.C : $15.0K: $15,050: $7,275: $7,775 - sold @$5.40, $6,225 profit MDR : $ 9.31 : x2500= 23,275 : $5.C : $12.5K: $10,775: $6,400: $4,375 - sold @$4.35, $4,475 profit ESV : $ 4.70 : x5000= 23,500 : $2.C : $10.0K: $13,500: $8,400: $5,100 - sold @$2.75, $5,350 profit Total: =========== > 78,950 : ==== : $37.5K : 41,450 : 22,075 19,375 OIH : $17.45: x3700= 64,565 : 20.P : $74.0K : ($9,435) 21,120: 11,685 : -BBck @$3,88, $6,770 profit Overall expected profit = $31,060, but that is overstated , because of TV of OIH short Actual profit, closed out: $22,820 =====  $11,685/3700: $3.16, ($17.45-$3.16): $14.29 notional start-point for OIH: x3700= $52,873 Actual Return on Notional Starting point of OIH: 43.2% ===== May not be so easy next time Trump wanted low oil prices into the election, and arm-twisted the Saudis. And the selloff got pushed further by weak SPX and year end factors. A bit of luck there... and some luck in spotting it too

I am Out... but not Done... with the Oil Sector "split package options trade" (SPOT) Sold my ESV calls at $2.75 yesterday. If we see a pullback, I will be looking for a re-entry point in OIH, its components, or other oil-related shares This has been a successful and profitable experiment My virtual OIL SECTOR PORTFOLIO, produced a profit of $22,820, 43.2% in about 6 weeks Sym. / Price : x-Qty: $-Value: Strike : Pmt.: $Surplus -Cost-: Profit : RDC :$12.87 : x2500= 32,175 : $6.C : $15.0K: $15,050: $7,275: $7,775 - sold @$5.40, $6,225 profit MDR : $ 9.31 : x2500= 23,275 : $5.C : $12.5K: $10,775: $6,400: $4,375 - sold @$4.35, $4,475 profit ESV : $ 4.70 : x5000= 23,500 : $2.C : $10.0K: $13,500: $8,400: $5,100 - sold @$2.75, $5,350 profit Total: =========== > 78,950 : ==== : $37.5K : 41,450 : 22,075 19,375 OIH : $17.45: x3700= 64,565 : 20.C : $74.0K : ($9,435) 21,120: 11,685 : -BBck @$3,88, $6,770 profit Overall expected profit = $31,060, but that is overstated , because of TV of OIH short Actual profit, closed out: $22,820 ===== $11,685/3700: $3.16, ($17.45-$3.16): $14.29 notional start-point for OIH: x3700= $52,873 Actual Return on Notional Starting point of OIH: 43.2% & OIH would have needed to Rise to $14.29 x 143.2% = $20.47, to gain the same

CEIX / Consol Energy (Coal) ... all-data : Last: CONSOL Energy Inc. 11% 11/25 > https://www.cbxmarket.com/cusip/20854LAA6/

MUX has correlated with AG (First Majestic Silver) over time Including in the Big spikes of 2016... but recently they have both lagged many other Juniors AG - vs-MUX .... update : 10d / Last: $6.11 / $1.80 = R-3.39 Ratio: MUX -to-AG ... AG may be about to breakout of its historic connection to MUX (if MUX still lags)

ANTARCTICA : Ancient Octagonal Structure found, an entrance buried in the Ice Whistleblower talks - with Images "The coalition has gone back" "There has been a Space fleet in existence, for at least the last 25 years" "40 years thick walls on this structure" "Ambient temperature of 60-80 degrees inside" Linda Moulton Howe Live - Antarctica Whistleblower (01/23/2019) Walls lined with hieroglyphics Aliens are more than one race. The ones I talked to who saw them: They look and talk like us, but with minor differences; Eyes and mouth different. Most had more hair. Stronger than us. Higher intellect. The general consensus is: “they seeded us”

Philippines inflation easing > Rates may come down (if trend persists) 3 months in a row of declines. Lower than 4.5% median estimate. Core inflation, stripping out food and energy was 4.4%, vs. Dec.'s 4.7%, and Jan.2018's 2.6% Monthly Headline inflation: Mo. : 2016: 2017: 2018: 2019: J'18 : 1.3%: 2.7%: 3.4%: 4.4% : Feb : 0.9%: 3.3%: 3.8%: Mar : 1.1%: 3.4%: 4.3%: Apr. : 1.1%: 3.4%: 4.5%: May : 1.6%: 3.1%: 4.6%: Jun. : 1.9%: 2.7%: 5.2%: July : 1.9%: 2.8%: 5.7%: Aug : 1.8%: 3.1%: 6.4%: Sep : 2.3%: 3.4%: 6.7%: Oct : 2.3%: 3.5%: 6.7%: Nov : 2.5%: 3.5%: 6.0%: Dec : 2.6%: 3.6%: 5.1%: Ave.: 2.3%: 3.2%: 5.2%: Index <-- OLD —> <--- NEW ---> === 2016 : 2017 : 2018 : 2019 : /Qtr q1: 0.28%: 1.11% : 0.96%: q2: 0.52%: 0.49%: 1.19%: q3: 0.68%: 0.68%: 1.57%: q4: 0.82%: 0.88%: 1.48%: Yr: 2.30%: 3.16%: 5.20% /pa q1: 1.01%: 3.13%: 3.83%: q2: 1.53%: 3.10%: 4.77%: q3: 2.03%: 3.10%: 6.27%: q4: 2.47%: 3.16%: 5.93%:%: ======= =======

WM / Wallbridge Mining ... since 3/2015 / Last: $0.225 +$0.01, vol. 1.54 M ==

FUN & GAMES in the Pre-Market yesterday WM.t ... 10d : $0.225 +0.01 / WM insider buying has been strong recently Premarket bid/ask is up 3 cents at .245 posted February 05, 2019 09:20 am by jefedeoro You called it Poet, the two bid orders totaling 477,000 shares at .245 cents was just pulled at 9:15 before market open. .... seems like we got someone playing games out there..... Bid price back down to .22 I think they were hoping for a news release It was too far from yesterdays close of .215 with no bids in at .24, .235, .23 so I was doubtfull if it would hold and would suspect it to drift lower rate and reply

GMP Analyst's report : Having an Impact? RE:new presentation online.... Our new anlyst at MGP , Ian , has really given us a shot in the arm . Imagine if we get 2 or 3 of these guys . Gold is holding up really well this week when you consider it usually takes a dive during the week of Chinese New Year . We seem to be filling in a new bottom with the big volume on a company with a small float . What ever is going on , I love it . When these small companies get some legs they can go a long way . Maybe we will catch Kirkland Lake sooner rather than later . / 2 / GMP raised its gold price estimate to US$1300 so their 2019 EPS estimate goes up to US$0.80 from US$0.69. Read more at https://stockhouse.com/companies/bullboard#mS7yTBuI4pmc7KGK.99

If Gold keeps rising, MUX will have its day

Hang Seng High Dividend Yield Index > link: https://www.hsi.com.hk/eng/indexes/all-indexes/hshdyi 4 Dividend Value Stocks In Hong Kong To Look At Aug.2018 === Hk1382 / Pacific Textile ... All-Data : HK1310 / HKBN (H K Broadband Network) ... All-Data : HK$11.92 Hk6823 / HKT Trust ... All-Data : HK$11.54 Hk3988 / Bank of China ... All-Data : HK$3.61 Symbol : Company Name. : $price : PE-R : Div. : Yield : BkVal.: P/ BV : ye’17 : chg. Hk1382 / Pacific Textile ----- : $6.84 : 11.46: 0.00: 9.36%: $0.00 : 00.0%: HK1310 / HKBN Broadband : 11.92 : 30.18: 0.00: 5.03%: $0.00 : 00.0%: Hk6823 / HKT Trust ———— : 11.54 : 19.10: 0.00: 5.05%: $0.00 : 00.0%: Hk3988 / Bank of China —— : $3.61 : 4.90 : 0.00: 5.86%: $0.00 : 00.0%: Hk2919 / Haitong Int’l ——— : $2.90 : 5.99 : 0.00: 5.24%: $0.00 : 00.0%: Hk0639 / Shougang Fushan- : $1.80 : 9.03 : 0.00: 9.22%: $0.00 : 00.0% Hk1928 / Sands China ——— : 37.30 : 20.2 : 0.00: 5.31%: $0.00 : 00.0% Hk0008 / PCCW ————---—- : $4.65 : 31.5 : 0.00: 3.83%: $0.00 : 00.0% Hk0551 / Yue Yuan Industrial: 27.45 : 14.1 : 0.00 : 2.91%: $0.00 : 00.0% Hk0336 / Huabao Int’l ——— : $3.69 : 7.45 : 0.00 : 5.42%: $0.00 : 00.0% Hk0868 / Xinyi Glass Hldg.— : $9.44 : 8.75 : 0.00 : 5.30%: $0.00 : 00.0% Hk0303 / VTech Holdings -— : 78.29 : 13.0 : 0.00 : 3.40%: $0.00 : 00.0% Hk0272 / Shui On Land —-— : $2.02 : 6.85 : 0.00 : 3.56%: $0.00 : 00.0% Hk0004 / Wharf Hldg. ———- : 23.70 : 4.42 : 0.00 : 2.11% : $0.00 : 00.0% > http://aspire.sharesinv.com/57497/4-dividend-value-stocks-in-hong-kong-to-look-at/ Highest Hong-Kong dividend stocks - Dividends Ranking As shown above, HK2919 / Haitong International (Financial Services) - Shougang Fushan Reso (Mining) - Sands China (Travel and Leisure) - ... are the companies that currently pay a higher dividend in Hong-Kong, offering yields of - 10.00% - 9.81% - 9.68% - respectively. Coming up next, we show the full list of stocks traded in Hong-Kong, including their dividend return and payout. Highest Hong-Kong stocks ordered by its dividend yield (3.06% average) > http://www.dividendsranking.com/country-Hong-Kong.html

GMA7 has been a chronic underperformer. But I imagine it has growth issues. (check this? if GMA is growing it could be interesting) GMA7-Psei : all-data : I think it is very useful to look at a long term chart with ALL DATA, versus the local stock market index, BEFORE diving into a deeper analysis This one, Semirara Mining & Power, seems to be worth a closer look, based on the charts SPC-Psei : all-data : since 9/2014 :

GZZ gets a bid : Last: $0.34 +0.04, +13.33%, vol, 105,500 > $36k Catch up, & more! with RZZ / Abitibi : $11.38 +0.11, + 0.98%, vol, 4,440 > $50k GZZ.v vs RZZ.v ... update : x Recent Bulletins Date ET Symbol Ex Price Type Headline 2019-01-29 09:54 C:GZZ 0.29 News Release Val-d'Or fulfills first-year Golden option spending 2019-01-22 14:44 C:GZZ 0.265 News Release Golden Valley acquires 4.16 M Val-d'Or Mining shares

Top 5 Recommended for Php in 2018 / How did they do? ( CHARTS ) 1. SPC Power Corporation (SPC: P632) / Price: Php5.45, Yield: 14.7 percent 2. GMA Network Inc. (GMA7: P5.78) / Price: Php5.89, Yield: 12.4 percent 3. Semirara Mining & Power (SCC: P23.60) / Price: Php38.20, Yield: 8.7 percent 4. Manila Electric Co. (MER: P364 ) / Price: Php337.8, Yield: 5.4 percent 5. Shang Properties, Inc. (SHNG: P3.13) / Price: Php3.24, Yield: 5.1 percent === + 5 Under-rated, Div Payers (early 2018) : https://www.entrepreneur.com.ph/run-and-grow/financial-adviser-5-underrated-dividend-paying-stocks-that-you-can-buy-to-earn-up-to-14-7-p-a-a23-20180130-lfrm High Div MER, has solidly outperformed the PSEI ... update : But most of the outperformance came in a single year, 2009 The last great buying window for MER was mid-2017 I dont get excited to buy MER when I see the chart above I still like SHNG's fundamentals and its chart

High-Dividend Stocks / LINKS + Philippines List : https://www.pinoymoneytalk.com/philippine-stocks-dividend-yield/ + 5 Under-rated, Div Payers (early 2018) : https://www.entrepreneur.com.ph/run-and-grow/financial-adviser-5-underrated-dividend-paying-stocks-that-you-can-buy-to-earn-up-to-14-7-p-a-a23-20180130-lfrm

High Dividend Stocks: Finding Them, Researching them FAVORED few Div stocks - from below Grp-1: ABBV, LVS, MO, PM, T : 1yr:  Grp-2: IVZ, MMM, IBM, KSS : 1yr:  == PH, HK, USA & Canada Q: I’m reviewing silo options now and looking at dividend stocks with below book value pricing. What do you think of this site as a starting point for research? or would you suggest another screener? Link > https://www.dividendyields.org/hsi-best-dividend-stocks/ 2 > https://www.dividendyields.org/dividend-yields-top-250/ A: Says: "Beware of stocks with an extremely high dividend yield! This can be caused by a stock price that is extremely low, compared to the trailing twelve months (ttm) dividend. Or it can be caused by a special, one-time only super dividend." That is right. The site may be a good starting point. But, like David Webb, you need to dig deeper, and dive into the balance sheet, to see how sustainable the dividends are... & that the high div is not just a "one off" event Can do some more vetting, here on GEI

Killik Explains: How to invest in equities the David Webb way "Picks Winners, avoids Lemons... thru analysis of Balance sheets. Buys about 35 stocks and holds them for 5 years +" ==

How Activist Webb Earned 20% a Year Investing in Hong Kong Stocks Jan.03 -- David Webb, activist investor who has earned about 20 percent a year from his personal investments in Hong Kong shares since 1995, explains why has advised readers of his widely followed website to avoid more than 75 of the city’s publicly traded companies -- several of which subsequently became targets of the largest-ever raid by the securities regulator. He speaks with Rishaad Salamat and Yvonne Man on "Bloomberg Markets: China Open." === The 20 per cent-a-year stock picker who wishes his edge would ... https://www.afr.com › News › World › Asia Jan 3, 2019 - David Webb quit his job at 33 and got rich investing in Hong Kong, but ... Stocks on his "not to own" lists have lost $US16 billion of their value since he warned against buying them. ... "He raised a lot of topics of public interest.

BUMP! Time to revive and update this thread David Webb Names 41 Endangered Stocks AASTOCKS Financial ... www.aastocks.com/en/stocks/news/aafn-content/NOW.908698/popular-news Nov 19, 2018 - The independent stock commentator David Webb listed 41 Endangered Stocks, viewing such stocks may face delisting once HKEX (00388.

CHE / ChemTrade, trades in Canada, as CA:CHE.un Top DBs - / Company— : Rate: Maturity-— : Conv@: $-Price: YTM- : Model : U/val./ Last : ComShs Che.DB.B / ChemtradeL. 5.25% 30Jun.201? : $28.00: $ 96.60: 8 ?? % : Che.DB.C / ChemtradeL. 5.00% 31Aug.2023: $24.85: $ 88.50: 8.05 %: $97.77: 10.5%/ $88.0: $10.41 : Che.DB.D / ChemtradeL. 4.75% 31May.2024: $26.70: $ 86.00: 8.03 %: $96.43: 12.1%/ $86.5: $10.41 : - Q3- Pg.23 OUTLOOK : We remain confident... that our portfolio of businesses, business model and our strong balance sheet will allow us to comfortably sustain our distributions and increase our financial flexibility by reducing leverage > http://www.chemtradelogistics.com/main/wp-content/uploads/Q3-2018_CLIF_Report.pdf Particularly interested in caustic soda and hydrochloric acid markets in the north-west HYDROCHLORIC ACID + Regaining strength CAUSTIC SODA + Demand remains firm, pricing continues to have upward momentum (despite recent volatility) + Strong pricing forecast at least through 2023 > http://www.chemtradelogistics.com/main/wp-content/uploads/Chemtrade-Presentation-01_21_2019.pdf Financial : Presentations: http://www.chemtradelogistics.com/main/investors/presentations/

CHE / ChemTrade - Q3- Pg.23 OUTLOOK : We remain confident... that our portfolio of businesses, business model and our strong balance sheet will allow us to comfortably sustain our distributions and increase our financial flexibility by reducing leverage > http://www.chemtradelogistics.com/main/wp-content/uploads/Q3-2018_CLIF_Report.pdf Particularly interested in caustic soda and hydrochloric acid markets in the north-west HYDROCHLORIC ACID + Regaining strength CAUSTIC SODA + Demand remains firm, pricing continues to have upward momentum (despite recent volatility) + Strong pricing forecast at least through 2023 > http://www.chemtradelogistics.com/main/wp-content/uploads/Chemtrade-Presentation-01_21_2019.pdf Financial : Presentations: http://www.chemtradelogistics.com/main/investors/presentations/

ROXG to MNT.t

January 21, 2019 Roxgold Exceeds 2018 Production Guidance and Provides 2019 Operational Outlook 2018 Highlights Gold production of 132,656 ounces in 2018, exceeding the increased guidance of 120,000 to 130,000 ounces Gold production of 25,845 ounces during the fourth quarter at an average mill feed grade of 10.8 grams per tonne ("g/t Au") achieving 98.2% gold recovery Sold 133,030 ounces of gold for annual gold sales totalling approximately $169.2 million Cash operating cost1 per ounce and all-in-sustaining cost1 per ounce expected to be at or below the lower end of the guidance range of $450 – $475 and $740 - $790 respectively Strong balance sheet with cash balance of approximately $60 million2 and long-term debt face value balance of $38 million2 as of December 31, 2018 Strong safety record maintained with a 12-month rolling lost time injury frequency rate ("LTIFR") of 0.39 per one million hours worked 2019 Outlook Gold production is expected to be between 145,000 and 155,000 ounces in 2019 Cost estimates for 2019: Cash operating cost (per ounce produced)1: $440 - $470 All-in sustaining cost (per ounce sold)1: $765 - $795 Exploration budget: $10 - $12 million With the recent under budget completion of the Bagassi South project, Yaramoko's second high-grade underground mine, we expect to have a strong year in 2019 in which we are forecasting production to be between 145,000 and 155,000 ounces of gold.

VHI Ratios VHI to KRO VHI to NL VHI to XLB ==

What is THIS Chart? (Prices as of 1.20.2020): VHI -vs.NL- etc ... 4yr : 6mo: fr.Aug.20.2020 : 10d / $1.75, $3.55-NL, so 49.3% of NL - Half the price of NL VHI slid... as NL & KRO slid lower - All three were in downtrends at Jan. 2020 share is Backed by shares: VHI : $1.75 = 0.171 KRO + 0.104 NL = 17.1% x$12.61 + 11.9% x$3.55 = $2.156 + $0.424 = $2.58 (32.2% discount) NL : $3.55 = 0.713 KRO + 0.22 CIX = 71.3% x$12.61 + 22.0% x$14.33 = $8.99 + $3.15 = $12.14 (70.8% discount) NL : $3.55 = 0.713 KRO + 0.22 CIX = 71.3% x$12.61 + 22.0% x$14.33 = $8.99 + $3.15 = $12.14 (70.8% discount) BACKGROUND: Harold Simmons created the Valhi group ... & during his lifetime owned 100 Million shares At December 31, 2018, Valhi,Inc. (NYSE:VHI) held approximately 50% of our outstanding common stock and a wholly-owned subsidiary of NL Industries, Inc (NYSE:NL) held approximately 30% of our common stock. Valhi owned approximately 83% of NL's outstanding common stock and a wholly-owned subsidiary of Contran Corporation held approximately 92% of Valhi's outstanding common stock. All of Contran's outstanding voting stock is held by a family trust established for the benefit of Lisa K. Simmons and Serena Simmons Connelly and their children, for which Ms. Simmons and Ms. Connelly are co-trustees, or is held directly by Ms .Simmons and Ms. Connelly or entities related to them. Consequently, Ms. Simmons and Ms. Connelly may be deemed to control Contran, Valhi, NL and us. Unless otherwise indicated, references in this report to WE, US or OUR refer to Kronos Worldwide, Inc. : Timeline : Symbol Company----- Last : PE-R : Yield : BkVal : Sh-OS : Mkt.Cap : Vown : V-Val : KRO / Kronos W'wide : 13.70 : 6.95 : 4.96% : $7.53 : 116.M : $1590.M : 50% : $795.0M NL / NL Industries - : $3.80 : 33.8 : 13.2% : $5.99 : 43.7M : $185.2M : 83% : $153.7M === / Valhi's share ---- : -------------------------------------------> ------------> ----------------------->$ 949M VHI / Valhi, Inc.--------- : $3.47 : 3.44 : 2.31% : -0.05 : 340.M : $1180.M : PctVV: 124% > DATA VHI / Valhi ... All data : $3.47 NL / NL Industries ... all-data : Shows CYCLICALITY - peak every 6-7 years? KRO / Kronos WW ... all-data : CIX ... all-data : In 2012, Simmons sold off one of his previous companies, Timet... before he passed on Precision Castparts to Buy Titanium Metals for $2.9 Billion November 9, 2012 The Precision Castparts Corporation agreed on Friday to buy the Titanium Metals Corporation, an industrial parts maker whose majority owner is the Texas billionaire Harold Simmons, for about $2.9 billion in cash. Under the terms of the deal, Precision will pay $16.50 a share, nearly 43 percent above the closing price of Titanium Metals on Friday. The transaction will yield a big payday for Mr. Simmons, a veteran investor and prolific political donor who owns 45 percent of Titanium Metals, commonly known as Timet. (Note: Harold Simmons passed on in Dec. 2013, and Valhi is now control by his wife & daughter/s ?) Humble beginnings... and an appetite for acquisitions He would then go on to purchase a variety of banks across Texas, using one bank to finance the purchase of the other. This would give him the nickname “Dallas’ Most Evil Genius”, and he kept doing this. Once he got bored with banking, he looked to even larger things. Next he would attempt to take over Lockheed Martin, and he eventually acquired a 20% stake in the company. From there, the list of companies that Simmons controlled or owned is pretty absurd: Muse Air, Valhi Inc., Amalgamated Sugar, Contran Corporation, and much more. These companies would eventually contribute to his massive net worth, and he would eventually become a multi-billionaire. > https://worthly.com/richest/harold-simmons-rose-poverty-10-billion-tycoon/