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10 Best Specialty Chemical Stocks for This Year - Top Stocks - TheStreet https://www.thestreet.com/topic/21482/top-rated-equity-chemical-companies.html Find the best specialty chemical stocks for this year. ... The following specialty chemical stocks are rated highest by our value-focused ... Best ETFs for 2019 ... Equity Top: Commodity Chemicals Symbol Equity Rating MEOH METHANEX CORP B OEC ORION ENGINEERED CARBONS SA B WLKP WESTLAKE CHEMICAL PRTNRS LP B LYB LYONDELLBASELL INDUSTRIES NV B KRO KRONOS WORLDWIDE INC B- WLK WESTLAKE CHEMICAL CORP B- CINR CINER RESOURCES LP B- TSE TRINSEO SA B- OLN OLIN CORP C+ CBT CABOT CORP C

Chemical trading co's : XLB, VHI, NL, ... etc May 2019: w/KRO: w/XLB: 10d / Last: $19.60 +0.85 / KRO: $15.00 XLB / Materials Select Sector SPDR ETF ... update : $53.51 Compare NL-vs.: VHI, KRO, Che.ut.to ... update : fr.Jan.2015 : VHI = 0.171 KRO + 0.104 NL = 17.1% x$12.61 + 11.9% x$3.55 = $2.156 + $0.424 = $2.58 at 1.17.2020 KRO - etc ... update : == Symbol Company------- Last : PE-R : Yield : BkVal : P-BV : D/Eq : E.ps : KRO / Kronos Worldwide : 13.70 : 6.95 : 4.96% : $7.53 : 182% : 53-X : KWR / Quaker Chemical : 202.69 : 64.7 : 0.73% : 32.35 : 627% : 12-X : MTX / Minerals Tech.------ : 59.43 : 12.5 : 0.34% : 38.45 : 155% : 73-X : NL / NL Industries -------- : $3.80 : 33.8 : 13.2% : $5.99 : 63.% : 0.16 : OMN/ Omnova Solutions : $8.82 : 19.0 : - n/a - : 17.25 : 223% : 1.21 : VHI / Valhi, Inc.------------- : $3.47 : 3.44 : 2.31% : -0.05 : - N/a- : 80-X : ==== : Websites Kronos / KRO, NL / NL, VHI / VHI,

A Bullish Update - with more news coming ! WM.t / Wallbridge Mining ... update / Last: $0.205 === WM presentation VRIC This is a good listen for over the weekend if you have some time. Expect this stock to keep moving up. This is no brainer! I think it's been mentioned before but I would expect some sharp rises when that time does come - can't keep the lid on this one forever. February should be a turning point for shareholders. The story needs to be told a bit better in my opinion, facts will eventually do all the talking. Presentation : http://www.wallbridgemining.com/i/pdf/1_Wallbridge-January-2019-FINAL.pdf Good Presentation @ VRIC Really liked the presentation... especially @ 7:40. 15m x 30m x 10m slice of the habanero zone yields 35,000 Oz’s. That’s literally 50-60 million bucks packed into a 25 m cube of rock. Literally, a 24 hr crew can chew this up in 21 days. Easy. Do this again and again over a year and that’s over a billion in revenue. That tiny 15m x 30m x 10m chunk of the property isn’t even the really good stuff. / 2 / Agreed, that is a great presentation! Thanks for posting canusa. Some great take-aways from the video include: doing 75,000 meters of drilling just on Fenelon this year having the drill results for the Beshefer property out at the end of the month ( i am guessing this Tuesday) and they will have their plan for what they want to do for conintued drilling continued drilling updates throughout the year every 2 - 3 weeks looking at other acquistions to add to portfolio we believe we are undervalued, and "there is a lot of news coming in 2019" However my favorite parts were: at 6:15 where they have upgraded the fenelon property from 300 ozs per verticle meter to 1000 ozs per verticle meter. CHA CHING. at 8:30 where he says within 3 years they plan to be a plus 60,000 oz per year producer, and within 5 years a plus 100,000 oz per year producer. But perhaps my most favorite part was at 9:35 where he says how they have a history of monitizing their assessts by being able to spin out some of these for shareholders, and that they will continue to do this. He then states how they paid a whopping $1.00 dividend when they were still only a .20 per share company, WOW!!! He then states: "so we continue to do that as well." I want to see that again! GLTA - Jefe de Oro / 3 / I know that CEO and Chief Geologist met with a number of analysts last week, favorably received, heightened interest, trying hard to get their first analysts to cover the company. Sprott is an asset, his interest gets others looking under the hood. Sure would be nice to get an outperform or buy rating in the next quarter or two. Exciting year coming up. Fort, keep throwing up the numbers, thanks! This board badly needs someone to make thoughtful guessimates re resource size/grade, etc. given the available data. Read more at https://stockhouse.com/companies/bullboard#xayl3URbwZECv3jc.99

Gran Colombia Produced 218,001 Ounces of Gold in 2018 - Mike Davies 501 views Cambridge House International Inc. Published on Jan 27, 2019

New PRESENTATION online.... Strengthened balance sheet. Debt down to $83.4M and $33M of cash. • Future growth continues emphasis on high -grade Segovia mines and the other 24 known veins we are not currently mining. • Blue sky potential with Marmato, Zancudo and Sandspring in the pipeline. http://s21.q4cdn.com/834539576/files/doc_presentations/GCM-VRIC-Workshop-Speaker-Presentation-January-2019.pdf WHERE DO WE GO NEXT? • High quality producing asset base in Colombia – Take annual production to the 250,000+ ozs level in next couple years • Upside in resource expansion and exploration assets – Segovia remains a top priority – Marmato underground mine expansion – Zancudo – IAMGOLD option • Investment in Sandspring Resources (TSXV: SSP) – Exposure to their Toroparu Project in Guyana which is advancing toward feasibility – Chicharron silver-gold project in Segovia Also from presentation: adj EBITDA US$105 million +40% During this period gold production was up 25%, but EBITDA was up 40%. So they keep getting more efficient. + if gold goes to $1400 or $1500 as some people believe, marmato and toroparu will look like monster large profitable deposits if not already at $1300 gold. since the mine life of those will be in the several decades, the gold price will likely be much higher than $1300 a decade from now. +Ebitda 105 , marketcap 126 ( usd ) = Ridiculously cheap .-) Read more at https://stockhouse.com/companies/bullboard#b6g6GSeqGI4uIsgS.99 Read more at https://stockhouse.com/companies/bullboard#O6mpvPP8YjdHlCGO.99

I Sold NGD Jan.2020 $1.50 calls (as suggested on the TCF thread) Creating the Following attractive Payoff potential ... update NGD chart to Jan.2020 expiry : J20-$1.50C : I exited Half of my position at 65 cents vs. 30 cent cost - that's +116% in 3 weeks By retaining half of my Feb.$0.50 calls, and selling $1.50C against them. I have attractive potential returns. My ultimate breakeven is now just 55 Cents = 0.30 + 0.50 - 0.25, Max. profit = +172% to Jan.2020

Top DBs - / Company— : Rate: Maturity-— : Conv@: $-Price: YTM- : Model : U/val./ Last : ComShs ARE.DB.C / Aecon Group 5.0% 31Dec.2023: $24.00: $103.00: 4.335: $112.1: 8.80%/ 104.0: $18.27 : HOT.DB.U / AhipReit us$ 5.0% 30Jun.2022: $09.25: $ 84.99: 10.21% $97.31: 14.5%/ $92.2: $00.00 : Che.DB.C / ChemtradeL. 5.0% 31Aug.2023: $24.85: $ 90.00: 7.58 %: $97.13: 7.92%/ $88.5: $10.60 : ======== ARE -etc ... Update : 10d : Globe says Newman expects "soft" Q4 from Chemtrade 2019-01-29 08:40 ET - In the News The Globe and Mail reports in its Tuesday, Jan. 29, edition that Desjardins Securities analyst David Newman expects "soft" fourth quarter financial results from Chemtrade Logistics Income Fund ($10.27), pointing to weakness in its key chlor-alkali chemicals. The Globe's David Leeder writes in the Eye On Equities column that with a "buy," Mr. Newman's share target dipped to $14 from $15.50. Analysts on average target the shares at $16. Mr. Newman says in a note: "2018 was a transitional year for CHE, which faced several operational challenges. While the market may be pricing in a potential distribution cut, balance sheet challenges, a deceleration in economic growth and lingering operational issues, we believe the company should gradually regain its footing with expected stronger operational execution and continued strong demand for many of its chemicals. ... With the stock regaining its footing, our work would suggest an increasingly asymmetric return." The Globe reported on Aug. 5, 2018, that Mr. Newman raised his rating for Chemtrade to "buy" from "hold." Mr. Newman hiked his share target by a loonie to $17. Chemtrade shares could then be had for $16.45. . . . Mr. Bout says in a note: "Our EBITDA forecasts are lowered and, similar to the rest of our Chemicals coverage, we are dropping our target multiple to reflect ongoing concerns of a global slowdown (target multiple moves from 8.5 times to 7.0 times) and the uncertain economic environment/cyclicality of chlor-alkali. Leverage also remains a concern, with net debt/EBITDA of 4.1 times as at Q3/18. We believe that Chemtrade Logistics will continue to be a 'show-me' story given the number of operational/WSSC legal reserve issues in 2018. 2019-01-29 08:40 C:CHE 10.27 In the News Globe says Newman expects "soft" Q4 from Chemtrade 2019-01-22 09:55 C:CHE 10.57 News Release Chemtrade Logistics to pay 10-cent distribution Feb. 28 2019-01-22 08:30 C:CHE 10.57 News Release Chemtrade Logistics to release 2018 results Feb. 13 2019-01-11 09:12 C:CHE 10.43 In the News Globe says CIBC's Bout lowers Chemtrade to "neutral"

Home price growth skids to a 4-year low, Case-Shiller says By Andrea Riquier /Jan 29, 2019 There’s still a lot of catch-up from the most distressed cities going on: Vegas saw 12% annual price growth In November, the metro areas with the biggest year-on-year gains were Las Vegas, Phoenix, and Seattle. But many of the biggest losers on a monthly basis were the cities where prices had surged: Denver, San Francisco, and, yes, Seattle. Metro area Monthly change 12-Month change Atlanta 0.3% 6.2% Boston 0.1% 5.6% Charlotte 0.2% 5.5% Chicago -0.7% 3.1% Cleveland -0.7% 4.6% Dallas 0.2% 4.0% Denver -0.3% 6.2% Detroit -0.4% 5.7% Las Vegas 0.0% 12.0% Los Angeles -0.3% 4.4% Miami 0.3% 5.0% Minneapolis -0.2% 5.8% New York 0.4% 3.5% Phoenix 0.3% 8.1% Portland -0.5% 4.4% San Diego -0.6% 3.3% San Francisco -0.7% 5.6% Seattle -0.7% 6.3% Tampa 0.4% 5.7% Washington 0.0% 2.7% Market reaction: The 10-year Treasury note TMUBMUSD10Y, +0.29% , which sets the tone for fixed-rate mortgages, has benefited from a recent round of stock market turbulence. Read: The man behind Case-Shiller on why the housing index has no Houston and why that’s no problem Philadelphia and its housing market are doing just fine, with or without Case-Shiller, thank you very much. Related: We’re probably at peak housing. Here’s what that means.

Housing Crisis 2.0: Just Around the Block? | Elliott Wave International January 29, 2019 Everyone remembers that housing prices were crushed during and even after the 2007-2009 financial crsis. Are we headed toward a repeat? Most Overvalued cities? > https://www.investmentwatchblog.com/most-over-valued-real-estate-by-metro-region/

OFFICES: Hot & Not Interesting contrast in Office VACANCIES... Bay Area = 0.4%! Makati = 1%. BGC= 7%. Seems that our mainland Chinese friends have chosen Manila bay over BGC is supply was growing in both areas at a rapidly clip, Close to casinos (for fun), and the airport (for an easy getaway?) + "BGC office space rentals too expensive? heard they are also occupying office space in Alabang and Cebu" Probably it is the cost. but rents were up 19% for Manila Bay offices last year. Another issue is the difficulty in getting in and out of BGC. Can take 1 1/2 hours from BGc to Makati at rush hour

Philippines has fallen to #99, in a Tie with Thailand - in the Global Corruption rankings. == #1: Denmark, #2: NZ, #3: tied: Singapore, Finland, Sweden, Switzerland #9; tied: Canada, Lux.; #11:, Germany, UK; #13: Australia; #14; Austria; HK, Iceland #178: tied: South Sudan, Syria; #180: Somalia

I sold my MDR May $5 calls yesterday at $4.35 x 25 = $10,875 A nice profit on MDR ... $4475 / $6400 = +70% Gain on cost Now, with only ESV calls remaining... ESV : $ 4.46 / Jun $2C : @$2.50 x50ctx are worth = $12,500 - $8,400 = $4,100 The overall actual profit is $17,470-taken + $4,100-potential = $21,570, or 40.8% That 41% gain is on the Notional portfolio value. I never spent any cash, or actually put at risk that amount of money

I have some shares, and am not adding at the moment. The stock is not trading well. Maybe that will change if gold trades a bit higher, or if some positive news flow comes out. I do think McEwen's team is capable of producing good news and rising production, but there has been some months of drought in market-moving positive news

Business World article: Office Rents "to rise an estimated 9% in 2019" (per Colliers) #1> in: The near future of Philippine office space / BW: https://www.bworldonline.com/tag/property/ NOTES: + Positives: Continued strong economic growth, growing consumption, ongoing infrastucture development + Takeup: Additional supply of 1 million sqm+; est. net takeup of 900k sqm in 2019 = 5.3% vacancy at year-end + "Flexibility will be the name of the game": flexible co-working spaces (+10%pa+?), planned communities, catering to POGO. Flex is capable of bringing down costs for employers, since it caters to a "more mobile work force" Policy reforms may help to improve the business climate + Property hotspots (like: Clark Freeport, Cebu, Laguna) also show rising Office demand, incl. from POGO + POGO/offshore gaming may occupy 280k sqm, or 25% of total space absorbed + Like Greater Manila, Cebu will be a big beneficiary of infrastructure investments nts #2> in: A robust local office market / BW: In 2018: 32 new office buildings with 845k sqm were completed in Greater Manila (says Pronove Tai Int'l) = YrEnd TOTAL: 10.6 Million sqm, Greater Manila + Makati City : 3.4 Million sqm (32%) 0.6 Million sqm, Greater Manila + Taguig. : 2.2 Mn sqm ( 21%), delivered 280k sqm pa, over last 4 yrs + Ortigas. : 1.7 Mn sqm ( 16%) TAKE-UP = 1.1M sqm in 2018, Up from 875,000 sqm, in 2017 sqm, in 2017 Top Drivers + IT, BPO. : + 490k (+46%) + Traditional : + 312k , and was up 67% from 2017 + POGO. ; + 229k, Vacancy rates: Tight overall Overall Metro Manila = 4% (5-7% in "normal") But only 1% in Makati City and Ortigas Muntinlupa City 3% Taguig / BGC : 7%, thanks to rapid growth in supply Bay Area/ Pasay/ Paranaque : 0.4% vacancy, with Rents up 19% you QuezonCity, & Mandaluyong : 13%, 10% vacancies

Strong demand for condos, worker dorms seen this year BusinessWorld Online-1 Jan 2019 The worsening traffic in Metro Manila is pushing young ... Meanwhile, the luxury condominium market shows no signs of slowing, ... business districts such as the Manila Bay Area,” Mr. Bondoc noted. ... a volatile interest rate environment should entice local developers to ... 2018 BusinessWorld Publishing.

"An analyst is finally covering GCM" GMP ( Griffiths McBurney ) initiates coverage with a $6 price target. Read more at http://stockhouse.com/companies/bullboard#PpSfLeAD3jj4BKZV.99 Recent Research : https://gmpsecuritieslibrary.bluematrix.com/client/library.jsp === $6? That is around the Book Value. GCM would be just a "small bite" for potential buyers seeking to add 200k+ oz. production Potential buyers’ balance sheet summary Source: Company presentations/Q3 financial statements Company / Cash ----------- Liquidity Credit ------------ Debt Agnico Eagle $533m $1,200m $1,733m $1,722m Kinross $470m $1,482m $1,952m $1,734m Yamana. $121m $688m $809m $1,779m B2Gold. $94m $100m $194m $486m Alamos Gold $206m $400m $606m $0m OceanaGold. $70m $70m $140m $210m IAMGOLD. $734m $500m $1,234m* $396m Kirkland Lake $332m n/a $332m $0m Who are the potential buyers? Looking at our coverage universe, we have selectively taken a look at senior and intermediate producers and have put together a list of financial liquidity (refer to Figure 4). Certainly, there are several factors to consider when thinking of potential suitors for the assets that could be for sale from the recent M&A, but balance sheet flexibility is one of those factors. Based on valuation and future FCF, we believe that Agnico Eagle, Kirkland Lake, B2Gold and Oceana Gold are among the producers that can consider bigger deals. Although we don’t cover the Australian gold producers (like Newcrest, Northern Star, Evolution, St. Barbara), > source: https://gmpsecurities.bluematrix.com/sellside/EmailDocViewer?encrypt=57470bfc-3adc-4470-8c7c-8bcb60d3770e&mime=PDF&co=Gmpsecurities&id=noauthentication@bluematrix.com&source=libraryView&htmlToPdf=true

CASH is building fast, as I sell progressively into to the Rally. TIME to Revive this? David Webb's Stock ideas / Hong Kong Investments (Might get some ideas there)

POGOs to drive PHL property mart, but challenges seen REAL ESTATE consultancy JLL Philippines said China’s contributions to the Philippine real estate market are critical, noting how the presence of Philippine Offshore Gaming Operators (POGOs) offset the slowdown of business process outsourcing (BPO) companies’ expansion in 2018. + increasing presence of Chinese nationals employed by POGOs in the Manila Bay Area. With more POGOs operating in Metro Manila, their employees have also started occupying nearby residential developments. + a surge in demand for residential properties in the Bay Area and nearby business districts, panelists during Lamudi’s round table discussion noted + taking in POGOs as tenants has been challenging. “It’s true that the POGO employee is not necessarily the most dedicated, most likely don’t speak English….Ultimately you need a certain discipline,” Mr. Vicic said. For Anchor Land Holdings, Inc. (ALHI) President Digna Elizabeth L. Ventura, having Chinese tenants means cooperating with POGOs to ensure their workers comply with building rules. “We’re working closely with the operator and making sure that the property management controls the situation and makes these people follow the rules,” Ms. Ventura said during the round table discussion. Mr. Vicic said they are recommending that landlords keep a balanced mix of tenants in their properties, given the challenging nature of POGOs. + RENTS & ... Prices have accordingly risen following the surge in demand for residential projects in the Bay Area. With this, JLL Philippines Head of Research and Consulting Janlo delos Reyes said that local property buyers are being pushed toward the fringes. “Prices are at around P300,000 per square meter, and that’s comparable to Makati and Bonifacio Global City. What’s happening is the Bay Area is pushing the domestic market away from that community, not only in terms of the sale but also in terms of the rents,” Mr. delos Reyes said. “The local market is unable to keep up with that kind of pricing. Some of them are being pushed toward the fringes and other areas.” > SO: Old MOA tenants are moving to "fringe" places like Taft Avenue, where prices & rents were lower. Avida has a big project there called PRIME TAFT Lamudi Philippines Chief Executive Officer Bhavna Suresh said that moving toward the provinces will be good for the country in the future. “The only flip side there is infrastructure needs to catch up, we need to move our offices to these outskirt areas too,” Ms. Suresh said.

Update - on the "Virtue Silo" that I created, using only excess Buying Power I SOLD $20-Puts on OIH, the Oil service etf, to BUY Calls on three high-beta components of the OIH, all Oil Drillers, when they were cheap. My virtual OIL SECTOR PORTFOLIO, is now up $21,495, about 40% Sym. / Price : x-Qty: $-Value: Strike : Pmt.: $Surplus -Cost-: Profit : RDC :$12.02 : x2500= 30,050 : $6.C : $15.0K: $15,050: $7,275: $7,775 - sold for $6,225 profit MDR : $ 9.14 : x2500= 22,850 : $5.C : $12.5K: $10,350: $6,400: $3,950 ESV : $ 4.59 : x5000= 22,950 : $2.C : $10.0K : 12,950: $8,400: $4,550 Total: =========== > 75,850 : ==== : $37.5K : 38,350 : 22,075 16,275 OIH : $16.78: x3700= 62,086 : 20.C : $74.0K : (11,914) 21,120 $9,206 : $25,481, but that is overstated $9,206/3700: $2.49: $14.29 I value this Portfolio against a Notional 3,700 shares of OIH at b/e $14.29 = $52,873 So +$25,481, is like a 48.2% gain in just a few weeks - on a portfolio "funded" by excess Buying Power BUT, I need to adjust for Time Value slippage on the OIH puts. In fact, I have already bought back ALL of the 37x$20 OIH puts for $14,350, making a profit on OIH Puts of $6,770, rather than the $9,206 shown above. The overall actual profit is $12,995-taken + $8,500-potential = $21,495, or 40.7% ======

Yup. My order on HK10 at $21.95 just filled, and I gradually raising cash as it moves higher I will soon be looking for another place to park it. The idea was to generate a 4% dividend, but if I can capture 3-5X that in just 3 months, I am doing some selling now Any ideas on HK stocks that might still be cheap ? (I will probably review the positions of my old Mensa friend, David Webb, and see what he has been buying recently)

Hang Lung Properties / HK101 is rising fast... HK10 is lagging (recently by 3%, about $0.65) HK10-etc ... 10d / Last: $21.95 ... hk101-$16.64 x 1.369= $22.78! /$21.95= 103.8% HK10-etc ... since 9.1.2018 / hk10: 21.95/19.12= 114.8% / hk101: $16.64/13.90= 119.7% … hk101+4.9% more Hang Lung ... updated to 10/12/18 midday: Symbol : Co.----- : Price-- /hk101: tBkVal: P-BV. : PE-R. : Yield% : Div. ? : Earn? : 87001 : Hui Xian- : 03.08 : 21.6% : # 4.71: 65.4% : 11.85 : 9.09% : #0.28 : #0.26 : HK10- : HL-Group: $19.50 : 1.369 : $62.87: 31.0% : 5.000: 4.10% : $0.80 : $3.90 : HK101 : HL-Prop.: $14.24 : 1.000 : $30.59: 46.6% : 7.867 : 5.26% : $0.75 : $1.81 : HK778 : FortuneR : $ 8.67 : 60.9%: $14.07: 61.6% : 10.84 : 0.00% : $0.00 : $0.80 : H2823 : A50china : 11.40 : 68.5% : =====> Data-WSJ : Hang Lung ... updated to 1/29/19 midday: Symbol : Co.----- : Price-- /hk101: tBkVal: P-BV. : PE-R. : Yield% : Div. ? : Earn? : 87001 : Hui Xian- : 03.29 : 19.8% : # 4.71: 69.8% : 12.65 : 8.51% : #0.28 : #0.26 : HK10- : HL-Group: $21.95 : 1.319 : $62.87: 34.9% : 5.628: 3.64% : $0.80 : $3.90 : HK101 : HL-Prop.: $16.64 : 1.000 : $30.59: 54.4% : 9.193 : 4.51% : $0.75 : $1.81 : HK778 : FortuneR : $9.75 : 58.6%: $14.07: 69.3% : 12.19 : 0.00% : $0.00 : $0.80 : H2823 : A50china : 12.44 : 74.8% : =====> Data-WSJ : (in edit / Tuesday - HK10 played catch-up today): HK10-etc : 5d : High: $22.95

GCM warrants-B - versus GCM.t. Trades at about 50% ... Ticker for the warrants in the US is TPRXF. GCM.wt.b vs GCM ... 2-yrs : fr. 4/24/17 : C$2.21 strike price, April 30, 2024 expiry, 12.1m outstanding DATE=C$: GCM.t Wt.B-, vol.-- : Ratio: ITM-$: TimeV: 50%i: AdjTV, as%G : 09/06/18: $2.16: 0.710, 00.0k : 32.9%: 0.000: 0.710 : 0.000 : 0.710 : 32.9% : 09/28/18: $2.25: 0.970, 00.0k : 43.1%: 0.040: 0.930 : 0.020 : 0.950 : 42.2% : 10/31/18: $2.32: 0.910, 66.8k : 39.2%: 0.110: 0.820 : 0.055 : 0.875 : 37.7% : 11/30/18: $2.53: 1.280, 22.1k : 50.6%: 0.320: 0.960 : 0.160 : 1.120 : 44.3% : 12/12/18: $2.90: 1.400, 29.7k : 48.3%: 0.690: 0.710 : 0.345 : 1.055 : 36.4% : 12/31/18: $2.82: 1.400, 00.8k : 49.6%: 0.610: 0.790 : 0.305 : 1.095 : 38.8% : 01/03/19: $3.18: 1.590, 54.5k : 50.0%: 0.970: 0.620 : 0.485 : 1.105 : 34.7% : 01/28/19: $3.36: 1.630, 26.7k : 48.5% : 1.150: 0.480 : 0.575 : 1.055 : 31.4% : ============= Average: $2.43: 1.054 : 43.4%: 0.220: 0.834 : 0.110 : 0.944: 38.8% : -- 50% -: GCM.t: Wt.B- : Ratio: ITM-$: TimeV: 50%i: AdjTV, as%G : Use Ave.: $3.00: 1.500 : 50.0%: 0.790: 0.710 : 0.395 : 1.105 : 36.8% : Use Ave.: $3.50: 1.750 : 50.0%: 1.290: 0.460 : 0.645 : 1.105 : 31.5% : Use Ave.: $4.00: 2.000 : 50.0%: 1.790: 0.210 : 0.895 : 1.105 : 27.6% : Use Ave.: $4.50: 2.250 : 50.0%: 2.290: -neg.- : 1.395 : 1.105 : 24.6% : Stockwatch: Bid/Offer: wt.b: 1.63-1.65 / GCM: 3.33-3.37 :: extreme: 1.65/3.33= 49.5%

Scary: 100% Mortgage Loans in the UK ! The banks continue to be trouble,trouble,trouble Under the new Lloyds Bank “Lend A Hand” deal, a first-time buyer will be able to borrow up to £500,000 for a new home, without putting down a penny of deposit. Why is this necessary? It is because the establishment have played the same old song of higher house prices and telling people they are better off via wealth effects. Meanwhile the claims of no inflation are contradicted by the increasing inability of first-time buyers to afford housing even with ultra-low mortgage rates to help. In this instance the mortgage is 100% of the loan for the people taking it out but payments are backed for 3 years by a family member or members. The Lloyds deal requires that a member of the family – such as parent, grandparent or close relative – helps out. The bank will only grant the 100% mortgage if the family member puts a sum equal to 10% of the value of the property into a Lloyds savings account. I have looked it up and their liability is limited to the first 3 years. At the end of the 3 years, you will be able to take out your savings plus interest. That’s as long as the buyer hasn’t missed any payments or their home hasn’t been repossessed. Frankly if payments are in danger of being missed it may suit the family member to fund them. But unless things go dreadfully wrong after 3 years we have what it a mortgage with only a little equity as not much is repaid in the first 3 years. But as ever we see something of a round-tripping cycle between the central bank which pushes cheap liquidity to the banks who then pump up the housing market. Vim Maru, group director of Lloyds Banking Group, which also controls Halifax, said: “We are committed to lending £30bn to first-time buyers by 2020 as part of our pledge to help people and communities across Britain prosper – and ‘Lend a Hand’ is one of the ways we will do this. > source: https://www.investmentwatchblog.com/the-banks-continue-to-be-troubletroubletrouble/

MORE Investment in the Makati City subway project / Philippine Interdev Holdings ... 5yr : 2yr : 1yr ; Shanghai Mintu Investment Holding Co ... (cannot find a stock symbol) Kwan On Holdings Ltd / HKG: 1559 ... 5yr : 2yr : 1yr : / hmm, may be looking for a future === Another Chinese firm to invest $100M for Makati subway Ni Xiaohong, Chairman on the board of Shanghai Mintu Investment Holding Co. said the Ministry of Commerce has given the company the green light to invest in the ambitious project undertaken by publicly-listed Philippine Interdev Holdings (formerly IRC Properties Inc.) He said the company with an asset base of about 5 billion yuan, is the first private co. given the green light by the MofC to invest overseas. The chairman said his company is interested in investing in major infrastructure projects in the Philippines Shanghai Mintu ventured into shipbuilding in 2001, and was listed on the Singapore stock exchange in 2003. It is also active in mining and finance. It has executed a binding memorandum of agreement with China Civil Engineering Construction Corp (CCECC). The wholly owned sub of China Railway Construction Corp (CRCC) has committed to invest between $300-350 million in connection with the Makati City subway public private partnership project / 2 / IRC gains traction in $3.7-billion Makati rail project Iris Gonzales (The Philippine Star) - June 21, 2018 The proposed transport system will complement the mass transport projects of the national government as it would be interconnected to the MRT, the proposed Metro Manila Mega Subway and the Pasig River ferry. IRC recently applied for an increase its authorized capital to P10.5 billion from P1.5 billion. Several companies have already indicated their intention to be part of the IRC consortium. These are Greenland Holdings Group, Jiangsu Provincial Construction Group Co. Ltd., Kwan On Holdings Ltd., and China Harbour Engineering Co. Ltd. Greenland is a publicly-listed real estate firm and part of the Shanghai Stock blue chip index while the Jiangsu Provincial Construction Group is a construction company founded in 1956 and is one of the pioneers in China’s construction and installation industry. Kwan On Holdings Ltd., on the other hand, is listed in the Hong Kong Stock Exchange, while Shanghai MinTu Investment Holdings is a Shanghai based integrated investment holding group focusing on infrastructure, mass transportation, and financial services.

DEBT coming down fast > $4.88M per quarter = $19.5 Million per annum At 8.25%, that reduces interest expense by $1.6M each year / 48.15M shs = 3.3 cents/sh., rise in EPS? (pre-tax) Quarterly Gold Note Repayment on January 31, 2019 Gran Colombia Gold Corp. (TSX: GCM, OTCQX: TPRFF) also announced today the details for the forthcoming quarterly repayment of its 8.25% Senior Secured Gold-Linked Notes due 2024 (the “Gold Notes”) (TSX: GCM.NT.U) as follows: Payment date: January 31, 2019 Record date: January 24, 2019 Cash payment amount: Approximately US$0.0571985 per US$1.00 principal amount of Gold Notes representing an amortization payment of the principal amount issued and outstanding of approximately US$0.0552407 per US$1.00 principal amount of Gold Notes and a gold premium of approximately US$0.0019578 per US$1.00 principal amount of Gold Notes. The aggregate amount of the cash payments on the Payment Date will be US$5,047,770, of which US$4,875,000 will be applied to reduce the aggregate principal amount of the Gold Notes issued and outstanding. The Company sold the 3,900 ounces accumulated in the gold trust account during the past quarter at the London P.M. Fix on January 15, 2019 of US$1,294.30 per ounce to realize the proceeds required for this cash payment. Principal amount issued and outstanding: As of today’s date, there is a total of US$88,250,000 principal amount of Gold Notes issued and outstanding. After this quarterly repayment, the aggregate principal amount of the Gold Notes will be reduced to US$83,375,000. After this quarterly repayment, the aggregate principal amount of the Gold Notes will be reduced to US$83,375,000. Read more at http://stockhouse.com/companies/bullboard#25j2WKZPAqZZuCkf.99