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drbubb

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  1. Preferred shares are an Income Play, with yield near 7% Oddly, the Prices correlate with CF stock, rather than Bond prices (TLT) The Dividend rate resets every 5 years, and CF has the right to buy them back at C$25. CF-pr.C -vs- CF, TLT, & SPY ... update :
  2. HIGHER LOWS - HK Property stocks may have put in an important Low Wharf & Henderson... & HK10 - HLG After restructuring, Wharf may now be a "development-oriented" version of HL Symbol Company : YrLow : Last-- : change: PE-R. HK 04/ Wharf Hld.: $18.70: $20.85: +11.5%: 3.89: HK 10/ H.Lung Gr. : $19.12: $20.10: +5.12%: 4.60: HK 12/ Henderson: $36.15: $41.20: +14.0%: 5.79: HK101/ H.Lung Pr.: $13.90: $15.34: +10.4%: 7.71: HSI--/ Heng Seng-- : 24,541: 25,836: +5.28%: N/A : Chart : hk4 & hk12 ... update : w/hk10 : "the Pack" : "The Pack" has slid lower, with HSI on top ===
  3. QUARTERLY Earnings ==: Ending : 2016 / 2017 : %-Chg. DivPs/ 2018 : %-Chg. DivPs/ 2019 %-Chg. DivPs / Q1: 06/30: $00.0 / $00.0 : +0.00% 0.00 / (02.6) : +0.00% 0.01 / $18.6 : +000.% 0.01 / Q2: 09/30: $00.0 / $00.0 : +0.00% 0.00 / (07.3) : +0.00% 0.01 / $28.9 : +000.% 0.01 / Q3: 12/31: $00.0 / $04.5 : +0.00% 0.00 / $36.6 : +713.% 0.01 / $ ? Q4: 03/31: $00.0 / $31.0 : +0.00% 0.00 / (09.7) : - 000.% 0.01 / $ ? Yr : 12mos: -358. / $38.1 : +0.00% 0.00 / $13.0 : +0.00% 0.04 / $ ? adj 12mos: -12.0 / - 09.1 : +0.00% 0.00 / - 09.6 : +0.00% 0.00 / > Com.shs: -370. / $27.0 : +0.00% 0.00 / $03.4 : +0.00% 0.04 / EPS , IFRS : $00.0/ $0.27 : +0.00% 0.00 / $0.03 : +0.00% 0.04 / CanGenuity $00.0/ $0.00 : +0.00% 0.00 / $0.23 : CG-wealth : $00.0/ $0.00 : +0.00% 0.00 / $0.36 : Excl.Items : $00.0/ $0.32 : +0.00% 0.00 / $0.59 : +84.4% 0.04 / Shares OS : 100.0/ 100.0 : ========== / 110.9 : OS, 120.1M / ======== > Website News: https://www.canaccordgenuity.com/investor-relations/news-and-events/press-releases/
  4. CF.t / Canaccord Genuity. Cv. Pref Shares: A & C : both : 10dvCF : CF.t Monthly: All : Last: 8.55 - 1.39, Day L: 8.00 Canaccord Genuity Group Inc., an independent and full-service financial services company, provides investment solutions, and brokerage and investment banking services to individual, institutional, corporate, and government clients. It operates in two segments, Canaccord Genuity and Canaccord Genuity Wealth Management. The Canaccord Genuity segment offers investment banking, advisory, equity research, and sales and trading services. This segment has operations in Canada, the United Kingdom, Europe, Dubai, Australia, the United States, and internationally. The Canaccord Genuity Wealth Management provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, the United Kingdom, and Europe. The company was founded in 1950 and is headquartered in Vancouver, Canada. UPDATE- from March 14, 2020 CF-prA, vs prC ... All-data; / w/CF : 6mo: fr.9.14.2019: 10d / 03-14-20 : $4.32: 10.50: 0.971: 9.25%: 13.75: 1.25: 9.08%> 76.4%: (78% target) All-data; / w/CF : MORE DROPS -& Pfd yields are up to over 9% (until 2021-22): target: A=78%C # : ?: --Date--- : CF.to: -pr.A : $Div.: Yield%: -pr.C : $Div: Yield% r:A/C : A>$25; A : L: 12-19-12 : $6.19: 17.08: 1.348: 7.89%: 18.50: 1.44: 7.78%: 92.3%: B : H: 09-08-14 : 12.14: 21.75: 1.348: 6.20%: 23.60: 1.44: 6.10%: 92.2%: C : L: 1–19-16 : $4.03: $8.26: 1.348: 16.3%: 10.05: 1.44: 14.3%: 82.2%: C : L: 1–20-16 : $4.35: $8.02: 1.348: 16.8%: $9.70: 1.44: 14.8%: 82.6%: D : H: 08-31-18 : $7.05: 16.93: 0.971: 5.74%: 19.32: 1.25: 6.47%: 87.6%: -a: L: 12-17-18 : $5.67: 12.78: 0.971: 7.60%: 15.15: 1.25: 8.25%: 84.2%: -b: H: 2–21-20 : $5.71: 13.95: 0.971: 6.96%: 17.60: 1.25: 7.10%: 79.3%: ?c: L: 03-13-20 : $3.88: 10.00: 0.971: 9.71%: 13.00: 1.25: 9.62%: 76.9%: ??: ?: 03-14-20 : $4.32: 10.50: 0.971: 9.25%: 13.75: 1.25: 9.08%: 76.4%: ==== Reset yield: x$25. : Dates - Maturity ----: Rollover %: +0.68% xC$25/ Price: Yield.est PrA: 3.21%: $0.9713: oct.01.16-sep.09.21: 5yr+3.21% : 3.89% : $0.92 / $10.50= 8.76% PrC: 4.03%: ——— > : (4/2017)> ( 4/2022): 5yr+4.03% : 4.71% : $1.18 / $13.75= 8.58% (At above prices, at 5yr rates…) A/C div = 0.92/1.18= 78% NOW: update: 5 Year Canadian Bond Yield: 0.68% Canada's 5-year bond yield is the basis for most long-term fixed mortgage rates. Canaccord Genuity Group symbol: QtrDiv: Yield%: LastPr. (Bid -Size -- Offer -Size): YrLow - YrHigh : 4xQDiv: %Y@L: @$25 : Resets T.CF.P.A $.243d:6.99%: $13.90 ($13.65,.1k - $13.90,.1k) $13.02- $16.98: $0.972: 7.46%: 3.888%: 2021 T.CF.P.C $.312d:7.75%: $16.10 ($16.00,.1k - $16.10,.5k) $14.81- $19.33: $1.248: 8.43%: 4.992%: 2022 Bal.Sheet Security CAD-cl ShsOS MktCap: Beta: Bk/Conv: Pr/Bk Pr/CF: CF-com $ 5.97 116.M: $690.8M: 0.349 : $ 0.00 : 1.166, 1.979: CF.P.A : $13.90 4.54M: $63.11M: 1.798 : NONE: Resets: 2021: CF BBrt.@$25 CF.P.C : $16.10 4.00M: $62.68M: 1.452 : NONE: Resets: 2022: CF BBrt.@$25 CF.db.a: $99.00 ????M: $62.68M: 0.000: $10.0 : 99.0%, CF.DB.A / CanaccordG 6.25% 31Dec.2023 : Conv.$10.00 @$98.70, YTM: 6.56% (model: $101.85, N/A valuation) CF ... update ... Last: $ 5.97, Yield: 0.67% / Range: $ 5.49 to $7.49 // SII.t vs CF.t : chart : @ 12/30/18 Cv.Pfd : prA + prC : Both> 10yr: 2yr: fr.xx: 10dvCF : ===== Based on Past performance, future price moves in CF may correlate with GDX, Gold shares CF-vs-GDX ... update : $5.97 / $21.30 - ratio: 28.0% / Add: GDXJ, SPX : +XLF : Ratio: $5.97 / $21.30 = 28.0% CF - vs. CF-prA, prB ... update : - CF is Cheap! vs. PrA & PrC 12-24-19 : cf: $4.71, prA: $13.80 (2.93x), prC: $16.66 (3.54x): average: 3.235, 136.8% of YrE.2015.Low At Yr.Low: cf: $4.62, prA:$13.34 (2.89x), prC: $15.20 (3.29x) : average: 3.090, 130.7% 12-23 Yield : 2.55%: prA 7.04% (2.76x), prC : 7.49% (2.94x) , 2019 Divs. : $0.12. prA: $ 0.97 (8.08x), prC: $ 1.25 (10.4x) 12-23-19: cf: $4.71, prA: $13.80 (2.93x), prC: $16.66 (3.54x)= ave. 3.235, 136.8% of LOW At Yr.Low: cf: $4.62, prA:$13.34 (2.89x), prC: $15.20 (3.29x) = 3.090, 130.7% ==== YrEnd: CF.t- : GDX- : CAD: GDX-C :Ratio: Cf.PrA : (ratio) : Cf.PrC : (ratio) = Aver. : vs.Low 2020 : $5.50? 30.00 1.300: 38.00: 12.x%? 2019 : $4.70? 29.00 1.300: 38.00: 12.x%? 2018 : $5.77: 21.09: 1.364: 28.77: 20.06%: $13.85 (2.40x): $16.14 (2.80x) = 2.600, 109.9% 2017 : $5.80: 23.24: 1.257: 29.21: 19.86%: $14.78 (2.53x): $17.62 (3.04x) = 2.785, 117.8% 2016 : $4.77: 20.92: 1.344: 28.11: 16.97%: $12.60 (2.64x): $15.49 (3.25x) = 2.945, 124.5% 2015 : $5.11 : 13.72: 1.384: 18.99: 26.91%: $11.00 (2.15x): $13.40 (2.62x) = 2.365, 100% LOW 2014 : $7.81 : 18.38: 1.162: 21.36: 36.6%: $19.15 (2.45x): $21.27 (2.72x) = 2.585, 109.3% ===== 12-23 Yield. : 2.55%: prA 7.04% (2.76x), prC: 7.49% (2.94x) : 2019 Divs. : $0.12. prA: $ 0.97 (8.08x), prC: $ 1.25 (10.4x) : ========= CF Website : https://www.canaccordgenuity.com/
  5. Canaccord Genuity Group symbol: QtrDiv: Yield%: LastPr. (Bid -Size -- Offer -Size): YrLow - YrHigh : Cv @ T.CF.P.A $.243d:6.99%: $13.90 ($13.65,.1k - $13.90,.1k) $13.02- $16.98: ?? T.CF.P.C $.312d:7.75%: $16.10 ($16.00,.1k - $16.10,.5k) $14.81- $19.33: ?? Bal.Sheet CF-com :$5.97 x116.M: $690.8M Bt-0.349 P/B: 1.166, P/CF: 1.979 CF.P.A : $13.90 x4.54M: $63.11M Bt-1.798 CF.P.C : $16.10 x4.00M: $62.68M Bt-1.452 CF.DB.A / CanaccordG 6.25% 31Dec.2023 : Conv.$10.00 @$98.70, YTM: 6.56% (model: $101.85, N/A valuation) CF ... update ... Last: $ 5.97, Yield: 0.67% / Range: $ 5.49 to $7.49 ==
  6. Chemtrade Logistics Income Fund T.CHE.DB.B 5.25%: Last $96.00 ($96.50,10k - $98.00,35k) YrL:$89.87- YrH:$103.50 T.CHE.DB.C 5.00%: Last $89.50 ($89.00,24k - $89.50,15k) YrL:$85.00- YrH:$102.95 T.CHE.DB.D 4.75%: Last $86.00 ($86.00,36k - $88.00,48k) YrL:$75.00- YrH:$100.75 cv CHE.DB.C / ChemtradeLog. 5.00% 31.Aug.23 : Conv.$10.48 @$90.00, YTM: 7.58% (model: $97.13, 7.92% U/val.) CHE.DB.D / ChemtradeLog. 4.75% 31May.24 : Conv.$10.48 @$84.95, YTM: 8.25% (model: $95.65, 12.6% U/val.) CHE.u ... update ... Last: $10.79, Yield: 11.17% / Range: $10.03 to 19.02 ==
  7. IVQ.U / Investque - a Scam maybe? Relies on REVALUATIONS to make money T.IVQ.DB.U: Last $80.00 ($75.00,13k - $85.00,30k) YrL:$70.00- YrH:$100.85 IVQ.U on Toronto ... update : Last: C$6.46, down from C$9.00 Yr's High: -xx% " Invesque Inc is a Canada-based company. It is engaged in owning income-producing seniors housing and care properties. The company focuses on to acquire and invest in properties which offer transitional care, long-term care, memory care assisted living, and independent living programs. The rental income generates maximum revenue for the company. It offers its services to the United States of America. " TORONTO, ONTARIO, DECEMBER 18, 2018 – Invesque (TSX:IVQ.U) announced today a cash dividend in the amount of US$.06139 per common share for the period from December 1, 2018 to December 31, 2018. The dividend will be payable on January 15, 2019 to shareholders of record as of December 31, 2018. =====
  8. NEW GOLD's Bullboard - > on Stockhouse New Gold is a Canadian-focused intermediate gold mining company with two core producing assets in top-rated jurisdictions: the Rainy River and New Afton Mines in Canada. The Company also operates the Cerro San Pedro Mine in Mexico (which transitioned to residual leaching in 2016). In addition, New Gold owns 100% of the Blackwater project located in Canada. I got spanked on this one... posted December 13, 2018 12:25 am by canne NGD cost me a pile of money but I took my licks and sold out in Sept. I gave up on the mining business as all I see is trouble up ahead and NGD is in a weak position. I doubt they will go bankrupt but... - read more / 2. CEO bought 250,000 shares on the open market last month. Mega Bullish! / 3. (Dec.16): Technically, still a very weak stock. The 30 week ma is falling hard and the RSI just cannot move out of negative territory. It is possible that price may rise over the short term but I...read more / 4. NGD reserves / posted Dec.16, 2018 05:50 pm by TELEMARKER http://www.newgold.com/investors/reserves-and-resources/default.aspx / 5. Congrats once again to Newgold posted December 31, 2018 - by papineau This is very difficult to do, but NGD has made the list of TSX worst performers TWO years in a row. Way to go guys. Are you going for a three peat? + M. Papinewgold----you should buy some today at fire sale prices- --going to $2.00 in 2019. Today of course there's selling for 2018 tax loss. Get some while it's cheap + Psych01 tax loss selling should have been completed by last Thurs Dec 27. Revenue Canada requires a 2 day window for tax losses to be completed today (Dec 31) and got investors to recognize the...read more / 6. debt/cashflow (4X?) currently about 4x and cash on hand running low can they turn around the material handling/processing (peat,basalt) problems at rainy river before they need a cash infusion ? ...read more / 7. Renaud bought a whole pack of shares in Nov 2018 posted January 01, 2019 11:36 am by SmithersDithers Our CEO is leading from the front. January production numbers and 2019 forecast could be a gamechangers here. I think he has stopped the bleeding. If we get a surge in the POG then...read more / 8. NGD was the worst performing mid size gold stock last year , Oliphant almost managed to bankrupt the company .This year might indeed be different as POG is rising and there is a new management team...read more / 9. Barrick is looking for mines...in CANADA. Just on BNN Commodities. Maybe they will buy New Gold. Dom > https://www.bnnbloomberg.ca/we-definitely-need-more-assets-in-canada-barrick-s-new-ceo-says-1.1189659 ==
  9. The Seafront Residences, a 43-hectare exclusive beachside residential development in San Juan, Batangas. As part of its expansion to Luzon, Cebu-based AboitizLand, the real estate arm of the Aboitiz Group, has announced the launch of the Seafront Residences, a 43-hectare exclusive beachside residential development in San Juan, Batangas. The project is expected to accommodate 800 homes and serve more than 1,000 residents. “At AboitizLand, our aim is to curate communities so that our vecinos (a term the developer uses to refer to its communities’ residents) can live better, more fulfilled lives,” said AboitizLand President and COO Patrick Reyes. “Seafront Residences is primarily designed as a second home or a vacation residence where families can enjoy and create memories together. We’ve noticed that Filipinos usually build their dream vacation home after retirement, and get to enjoy this with their grandchildren only then. With this development, we want to allow them to do that earlier in their lives, when their own kids are younger and they are more active. It’s never too early to make a real estate investment, and Seafront Residences, while exclusive, will be reasonably positioned in terms of investment,” explained Reyes. Artist’s impression of a three-bedroom home designed for AboitizLand’s newest development in Luzon, the Seafront Residences in San Juan, Batangas. ABOITIZLAND PHOTO Every lot is considered prime, with each house a five to ten minute walk from an amenity. Featuring lush greenery, homeowners will get to enjoy breezy, well- and naturally-lit homes with wide green landscapes where they can play and enjoy outdoor activities. Every home opens up to a Diamond-shaped park that encourages children to play freely and families to interact with one another. Within the community are commercial spaces to cater to the needs of its residents, and Seafront Residences is designed for increased walkability and connectivity between interest points. “Houses, shops, and services will be closer together amid a traditional neighborhood structure, encouraging people to walk more and drive less. Taken together, we are also managing the environmental impact, energy-efficiency and eco-friendliness of the community,” said Rafael Fernandez de Mesa, First Vice President of Operations, AboitizLand. > more: https://www.manilatimes.net/aboitizland-launches-batangas-beachfront-devt/320589/
  10. AboitizPower to issue P27 billion retail bonds | Philstar.com https://www.philstar.com/business/2018/.../aboitizpower-issue-p27-billion-retail-bonds Jul 27, 2018 - Aboitiz Power Corp. is issuing P27 billion worth of retail bonds towards ... debt, AboitizPower said in a disclosure to the Philippine Stock Exchange. ... Aboitiz Power Corp., banking (Union Bank), property (Aboitiz Land), and ...
  11. AboitizLand investing P4.7 billion - Manila Standard “We saw huge potential in terms of land development in Luzon. Armed with the experience and knowledge that we have acquired over the years, we are confident that we could offer a better real estate experience to more potential vecinos [residents] in this part of the country,” de Mesa said. AboitizLand is developing Sands Seaside Residences positioned as a second home by the beach in Batangas. AboitizLand tapped world-renowned partners Duany, Plater-Zyberk & Co. for the development of the exclusive community. Upon completion, Sands is expected to produce over 800 homes. AboitizLand said in Tarlac and Nueva Ecija, it designed two gated developments that would offer over 2,000 homes. . . . “We are consciously building mixed-use communities that are pedestrian-friendly, with less cars in the roads, and that encourage people to get outside and live a healthy lifestyle. The goal is to have an abundance of greens where families can play, and spaces for retail and services so residents can have access to almost everything they need within walking distance from their homes,” de Mesa said. AboitizLand is also building a shopping center in Batangas. Dubbed as The Outlets at Lipa, the commercial development will feature popular international and local brands in a unique outdoor setting with all-year round sales and discounts. Aboitiz Land to launch 3 residential projects in Luzon | Philippine ... May 21, 2018 - Aboitiz Land Inc., the property development unit of Aboitiz Group is solidifying its entry into Luzon's mid-market segment with the ... Aug 3, 2016 - AboitizLand Inc., the real estate arm of conglomerate Aboitiz Equity Ventures, said it will spend P4.7 billion to build three residential projects in ... / 2 / AboitizLand readies for further expansion through new Manila HQ ... May 30, 2017 - NEW HQ. With its national expansion plans, comes AboitizLand's new headquarters. Set to be its main hub for its Manila operations, the BGC ... / 3 / Seafront Residences by AboitizLand Inc. - Inquire today Welcome Home. Seafront Residences is the first residential project of AboitizLand in Luzon. This masterplanned beach community in San Juan, Batangas is ... / 4 / AboitizLand unveils projects in Tarlac, Nueva Ecija | BusinessWorld Oct 9, 2018 - ABOITIZLAND, Inc. continues to expand in Luzon with new residential community projects in Nueva Ecija and Tarlac.
  12. Aboitiz Power & Aboitiz Equity Ventures AP/Aboitiz Power .... All-Data : https://i.imgur.com/jg6GxJk.gif AEV/Aboitiz Equity Ventures .... All-Data : https://i.imgur.com/M7Dx0MF.gif Aboitiz Equity Ventures - Wikipedia ===== AboitizLand news and updates | Rappler https://www.rappler.com/previous-articles?filterMeta=AboitizLand Through its property arm AboitizLand Aboitiz Equity Ventures is looking into participating in more PPP projects to support both its business and national growth ... AEV acquires AboitizLand | ABS-CBN News Sep 28, 2012 - MANILA, Philippines - Aboitiz Equity Ventures (AEV) will soon include its Cebu-based real estate development affiliate Aboitiz Land Inc. in its ... AboitizLand Inc.: Private Company Information - Bloomberg AboitizLand Inc. provides real estate development services. The company focuses on residential, industrial, and commercial communities, such as homes, ... website : http://www.aboitizland.com/ Aboitiz Eyes : http://aboitizeyes.aboitiz.com/aboitizland-outlook-2018/ Head Office NAC Tower, 32nd Street Bonifacio Global City Taguig City 1634 Metro Manila, Philippines Tel: (632) 886-2800 / Fax: (632) 886-2404
  13. GCM warrants-B - Just sold at the Top tick so far: C$1.59 (but only 4,000 wts) Thursday was an active day with 29,700 wts trading, mostly at $1.50. My 4,000 wts at $1.59 were the High GCM.wt.b vs GCM ... 2-yrs : fr. 4/24/17 :  DATE=C$: GCM.t Wt.B-, vol.-- : Ratio: ITM-$: TimeV: 50%i: AdjTmV 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% : ============= 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: AdjTmV as%G : Use Ave.: $3.00: 1.500 : 50.0%: 0.790: 0.710 : 0.395 : 1.105 : 36.8% : Use Ave.: $3.10: 1.550 : 50.0%: 0.890: 0.660 : 0.445 : 1.105 : 35.6% : Use Ave.: $3.20: 1.600 : 50.0%: 0.990: 0.610 : 0.495 : 1.105 : 34.5% : Use Ave.: $3.50: 1.750 : 50.0%: 1.290: 0.460 : 0.645 : 1.105 : 31.5% : Use Ave.: $3.75: 1.875 : 50.0%: 1.540: 0.335 : 0.770 : 1.105 : 29.5% : 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% :
  14. Historical VOLUME =====: GCM.t, vol. : TPRFF vol.: Total : MUX.t , vol. : MUX- , vol. : GDXJ / Vol. : GCM/GDXJ 11/30: 2.53 048.0K: 1.92 03.8k: 051.8k: 2.35 116.6k: 1.76 1.43M: 26.59 8.10M: 0.64% 12/03: 2.59 061.6K: 0.00 00.0k: 061.6k: 2.36 150.0k: 1.78 1.79M: 27.07 8.62M: 0.71% 12/04: 2.62 062.8K: 2.00 28.1k: 090.9k: 2.41 100.3k: 1.81 1.40M: 27.16 7.54M: 1.21% 12/05: 2.64 019.1K: 0.00 00.0k: 019.1k: 2.40 033.4k: 0.00 0.00M: 00.00 0.00M: N/A 12/06: 2.69 104.3K: 2.00 18.3k: 122.6k: 2.42 138.0k: 1.81 2.39M: 27.22 9.79M: 1.25% 12/07: 2.78 127.0K: 2.08 90.7k: 217.7k: 2.41 109.4k: 1.82 2.26M: 28.04 17.5M: 1.25% ====== 12/31: 2.82 010.9K: 2.06 01.2k: 012.1k: 2.50 170.3k: 1.82 2.14M: 30.22 14.8M: 0.08% 01/02: 2.95 068.6K: 2.13 27.2k: 095.8k: 2.59 210.3k: 1.91 2.16M: 30.33 7.55M: 0.91% 01/03: 3.18 287.2K: 2.35 83.8k: 371.0k: 2.59 264.5k: 1.92 4.28M: 31.45 16.3M: 2.27% !! 01/04: 3.15 102.1K: 2.35 31.5k: 133.6k: 2.53 155.8k: 1.88 2.45M: 31.28 14.5M: 0.92% change : +11.7% ==: +14.1% ==: ====: +1.01% === : +3.30% ===: +3.50%: from 12/31 GCM-MUX - etc ... update:
  15. Why Wallbridge Mining? Two words: incredible grades. Copied from. Article excerpt Wallbridge Mining Co Limited (TSX: WM, OTCQB: WLBMF, Forum) Why Wallbridge Mining? Two words: incredible grades. 260.4 g/t Au over 7.02 meters 311.1 g/t Au over 3.06 meters 141.2 g/t Au over 7.06 meters 144.96 g/t Au over 1.77 meters (incl. 262.18 g/t Au over 0.97 meters)* 137.63 g/t Au over 4.10 meters* 122.35 g/t Au over 2.20 meters* ( * Indicates true widths) As the Company moves its flagship Fenelon Mine Project methodically and cost-effectively toward production, the bulk sample that WM is currently extracting is expected to yield between 19,000 and 26,000 ounces of gold and generate in excess of CAD$30 million because of the exceptional grades. Additional upside potential through the recent acquisition of the nearby Beschefer Project + the Companys portfolio of Sudbury nickel assets. Read more at http://www.stockhouse.com/news/newswire/2019/01/04/sector-spotlight-gold#yKuoXZDDBZjOwcjh.99 Read more at http://www.stockhouse.com/companies/bullboard#RfvrYuQGIxbce2sZ.99
  16. As I expected, the high-beta Drillers are moving up faster than OIH OIH etc- RDC, MDR, ESV ... update This move has benefited... My OIL SECTOR PORTFOLIO, which is up $7,548 (ignoring TV) Sym. / Price : x-Qty: $-Value: Strike : Pmt.: $Surplus -Cost-: Profit : RDC : $ 9.50 : x2500= 23,750: $6.C : $15.0K: $ 8,750: $7,275: $1,475 MDR : $ 7.66 : x2500= 19,150: $5.C : $12.5K: $ 6,650: $6,400: $0,250 ESV : $ 4.18 : x5000= 20,900: $2.C : $10.0K: 10,900: $8,400: $2,500 Total: =========== > 63,800: ==== : $37.5K: 26,300 : 22,075 $4,225 OIH : $15.19: x3700= 56,203: 20.C : $74.0K: (17,797) 21,120 $3,323 : $7,548 $4,225/3700: $1.14: $14.05 $3,323/3700: $0.90: $14.29 I value this Portfolio against a Notional 3,700 shares of OIH at b/e $14.29 = $52,873 So +$7,548 is like a 14.3% gain in just a few days - on a portfolio "funded" by excess Buying Power ====== OIH-etc / Daily ... update: ==
  17. . China 'lifts mysterious veil' by landing probe on far side of the moon China 'lifts mysterious veil' by landing probe on far side of moon... Lunar base? 2. Is it a UFO? Multiple people report seeing flying red sphere off SC coast. * Chinese probe lands, transmits images from far side of moon * Landing opens 'new chapter in human lunar exploration' - agency * Probe includes lander and rover, to take observations * China hopes to catch U.S., Russia as major space power (Changes headline) By Michael Martina BEIJING, Jan 3 (Reuters) - A Chinese space probe successfully touched down on the far side of the moon on Thursday, China's space agency said, hailing the event as a historic first and a major achievement for the country's space programme. . . . Independent space expert Namrata Goswami, writing in the Diplomat, said Chang’e-4 marks China’s seriousness about meeting deadlines and targets for space travel, noting that Chinese space scientists set a 2018 deadline for a far-side lunar landing years ago. “Significantly, China’s ambitions for the moon and outer space have only been growing, to include ambitions of a Chinese research base on the moon, as well as developing bio-regenerative life support systems to ensure that humans can settle and survive in lunar conditions,” Goswami wrote. She said China’s ambition was to be able to “set the rules of the game in outer space” by establishing a long-term human presence. In May, eight Chinese volunteer students concluded a yearlong test of a bio-regenerative life support system at Beihang University, an astronautics and aeronautics university in Beijing. That marked a record for human habitation in an enclosed system with recycled water, food and air — a crucial test for lunar habitation. The students grew food including wheat, potatoes, carrots, beans and onions, and ate high-protein mealworms.
  18. Gr8! I am glad to hear it. The new year has helped to concentrate the minds of buyers I will let a few shares go at the old high, and the top of the channel, but plan to stick with my core position I honestly think this share should be a genuine takeover possibility, the poison pill will help to ensure it is not too cheap. They really should start paying a dividend as the debt continues to fall
  19. THU, 1/3: 0.8991 +0.0738 +8.94% Open: 0.8499 / High: 0.90 / Low: 0.8301 Vol.: 4,049,029
  20. Gran Columbia Gold shows textbook breakout... with rising volume (here's hoping, it will be followed by other miners) GCM vs- MUX, CCO ... update : 3.18 +0.23: +7.80%, $2.59 UNCH, $15.23 -1.49% GCM ... longer term : C$3.18 +0.23: +7.80%, vol.: 287,194 / YrH: C$3.45 Meantime, NGD: 0.8991 +0.0738 +8.94% / Open: 0.8499 / High: 0.90 / Low: 0.8301 Vol.: 4,049,029
  21. GRAN COLOMBIA GOLD ADOPTS SHAREHOLDER RIGHTS PLAN Gran Colombia Gold Corp.'s board of directors has adopted a shareholder rights plan agreement. The plan is effective immediately and the Toronto Stock Exchange has conditionally accepted notice for filing of the plan, subject to ratification by shareholders at Gran Colombia's 2019 annual shareholder meeting, which is currently expected to be held in June. The plan was not adopted in response to any specific proposal or intention to acquire control of Gran Colombia. The board considered a number of factors and believes that adopting the plan will protect Gran Colombia's shareholders from unfair, abusive or coercive takeover strategies and to ensure that all shareholders have an equal opportunity to participate in any future takeover bid, and to receive full and fair value for their common shares. The plan is similar to rights plans adopted in 2018 by other Canadian companies that have been ratified by their shareholders. Under the terms of the plan, the rights issued will attach to and trade with the common shares of Gran Colombia and no separate certificates will be issued unless an event triggering these rights occurs. The rights will not be triggered by the purchase of shares made pursuant to a permitted bid, as defined in the plan. The rights will become exercisable only when a person, including any party related to it, acquires or attempts to acquire 20 per cent or more of the company's outstanding common shares without complying with the permitted bid provisions of the plan or without approval of Gran Colombia's board of directors. Should such an acquisition occur or be announced, each right would, upon exercise, entitle a rights holder, other than the acquiring person and related persons, to purchase common shares at a significant discount to the then-current market price. Under the plan, a permitted bid is a bid made to all shareholders which must be open for a minimum of 105 days (or such shorter period as is permitted under applicable Canadian securities laws) and must contain certain conditions, including that no shares will be taken up and paid for unless 50 per cent of the common shares that are held by independent shareholders are tendered to the bid. Upon ratification by shareholders and completion of certain other requirements, the rights referred to in the plan will be listed on the TSX. The rights will not appear on the TSX's trading list as an entry separate from Gran Colombia's common shares. If and when the rights become separable from the common shares, an application to list the securities issuable upon exercise of such rights will have to be made to the TSX.
  22. 2018's Big Gainer (GCM) is still by far the Cheapest of these three MUX vs. GCM (tprff), NGD & GDXJ ... 3-mos : fr. 10/1/18 : 9/5/2018 : co.: ----- : GCM.t : ----- / ----- : - MUX- : ----- / ----- : -Mgeo- : ----- / ----- : - NGD - : ----- / Yr.: 2017 > 2018 : + pct. / 2017 > 2018 : + pct. / 2017 > 2018 : +pct. / 2017 > 2018 : +pct. / Q1: 39.0 > 52.7 :+00.0% / 20.0 > 35.1 :+75.5% / 29.7 > 44.3 :+49.1% / 61.0 > 96.9 :+58.9% / Q2: 46.1 > 52.9 :+00.0% / 22.2 > 37.0 :+66.6% / 32.6 > 47.3 :+45.1% / 79.0 > 109. :+37.4% / Q3: 37.1 > 57.2 :+00.0% / 19.1 > 33.8 :+77.0% / 29.0 > 43.7 :+50.7% / 29.5 > 77.5 :+163.% / Qe: 52.0 > 54.E :+00.0% / 48.6 > 22.E :- 53.3% / 61.0 > 36.E :- 41.5% / 110. > 100E :+00.0% / Yr.: 174. > 217. :+24.7% / 110. > 128. :+16.4% / 152.> 171.:+12.5% / 318* > 383. :+20.4% / *cont.operations, all ops. was 146k-q4 : 422k-2018 === 12: 174. > 217. :+00.0% / 110. > 128. :+00.0% / 152. > 171. :+00.0% / 422. > 383. :+00.0% / Pr : 1.54 > 2.03 :+00.0% / 2.28 > 1.84 :+00.0% / 2.28 > 1.84 :+00.0% / 3.29 > 0.76 :+00.0% / shs 20.5 > 48.2 :+00.0% / 337. > 337. :+00.0% / 337. > 337. :+00.0% / 565. > 579. :+00.0% / MC 31.5 > 100. +00.0% / 768. > 620. :+00.0% / 768. > 620. +00.0% /1.86b > 440. +00.0% / Db. 98.7 > 050. +00.0% / 00.5 > 000. :+00.0% / 00.5 > 000. +00.0% / 800. > 810. +00.0% / EV: 130. > 150. +00.0% / 769. > 620. :+00.0% / 769. > 620. +00.0% /2.66b >1.25b +00.0% / /oz .75K > .69K -08.0%/7.00k> 4.84k -30.9%/5.06k> 3.63k -28.3%/ 6.30k> 3.26k -48.2% / NW 224. > 260. +00.0% / 521. > 495. :+00.0% / 521. > 495. +00.0% / 2.14b >1.68b +00.0% / BV: 10.9 > 5.40 :+00.0% / 1.55 > 1.47 :+00.0% / 1.55 > 1.47 :+00.0% / 3.78 > 2.90 :+00.0% / p/b 0.14 > 0.38 :+00.0% / 1.47 > 1.25 :+00.0% / 1.47 > 1.25 :+00.0% / 0.87 > 0.26 :+00.0% / ====
  23. 2018's Big Gainer (GCM) is still by far the Cheapest of these three MUX vs. GCM (tprff), NGD & GDXJ ... 3-mos : fr. 10/1/18 : 9/5/2018 : co.: ----- : GCM.t : ----- / ----- : - MUX- : ----- / ----- : -Mgeo- : ----- / ----- : - NGD - : ----- / Yr.: 2017 > 2018 : + pct. / 2017 > 2018 : + pct. / 2017 > 2018 : +pct. / 2017 > 2018 : +pct. / Q1: 39.0 > 52.7 :+00.0% / 20.0 > 35.1 :+75.5% / 29.7 > 44.3 :+49.1% / 61.0 > 96.9 :+58.9% / Q2: 46.1 > 52.9 :+00.0% / 22.2 > 37.0 :+66.6% / 32.6 > 47.3 :+45.1% / 79.0 > 109. :+37.4% / Q3: 37.1 > 57.2 :+00.0% / 19.1 > 33.8 :+77.0% / 29.0 > 43.7 :+50.7% / 29.5 > 77.5 :+163.% / Qe: 52.0 > 54.E :+00.0% / 48.6 > 22.E :- 53.3% / 61.0 > 36.E :- 41.5% / 110. > 100E :+00.0% / Yr.: 174. > 217. :+24.7% / 110. > 128. :+16.4% / 152.> 171.:+12.5% / 318* > 383. :+20.4% / *cont.operations, all ops. was 146k-q4 : 422k-2018 === 12: 174. > 217. :+00.0% / 110. > 128. :+00.0% / 152. > 171. :+00.0% / 422. > 383. :+00.0% / Pr : 1.54 > 2.03 :+00.0% / 2.28 > 1.84 :+00.0% / 2.28 > 1.84 :+00.0% / 3.29 > 0.76 :+00.0% / shs 20.5 > 48.2 :+00.0% / 337. > 337. :+00.0% / 337. > 337. :+00.0% / 565. > 579. :+00.0% / MC 31.5 > 100. +00.0% / 768. > 620. :+00.0% / 768. > 620. +00.0% /1.86b > 440. +00.0% / Db. 98.7 > 050. +00.0% / 00.5 > 000. :+00.0% / 00.5 > 000. +00.0% / 800. > 810. +00.0% / EV: 130. > 150. +00.0% / 769. > 620. :+00.0% / 769. > 620. +00.0% /2.66b >1.25b +00.0% / /oz .75K > .69K -08.0%/7.00k>4.84k -30.9%/5.06k>3.63k -28.3%/ 6.30k> 3.26k -48.2% / NW 224. > 260. +00.0% / 521. > 495. :+00.0% / 521. > 495. +00.0% / 2.14b >1.68b +00.0% / BV: 10.9 > 5.40 :+00.0% / 1.55 > 1.47 :+00.0% / 1.55 > 1.47 :+00.0% / 3.78 > 2.90 :+00.0% / p/b 0.14 > 0.38 :+00.0% / 1.47 > 1.25 :+00.0% / 1.47 > 1.25 :+00.0% / 0.87 > 0.26 :+00.0% / ======= SUMMARY 1. GCM / Gran Columbian looks very cheap by comparison with the others + Tiny MktCap of $100M; that is only 38% of GCM's $5.40 Book Value + Adding debt, the Enterprize Value (EV) is only $150 Million + That's a tiny $690 per ounce of production: 217k oz, & growing + GCM is showing good Free Cash flow & profits - looks very cheap, performing well. ========== Bullboard Comments TIME TO BUY - BIG MOVE ON THE HORIZON > http://www.stockhouse.com/companies/bullboard#1ctfABS7u2RFJXPv.99 1. The price of gold has gone up $80 in the past month or so. 200,000 x 80 = $16mm more in revenue. Take that to the bank. Volume remains low, but there is accumulation at this level. Free cash flow of $50mm U.S. is in the realm of possibility. So we are selling at two time cash flow. Think of management looking at these number and asking themselves the question, should we make a takeout offer. When will it happen? 2. With 50 mln USD free cashflow the cash position by mid 2021 would have grown by 125 mln USD. The whole cash position, with no more debt outstanding would be higher than the market cap of today... I think with gold prices approaching the 1.300 level, a buy back of shares or dividend would be a good management decision. No reason to hold that much cash (risking unnecessary or bad acquisitions when feeling rich). What would everyone on this board expect to stock price to be at the end of 2019? I expect it to end between 4 and 5 CAD if gold prices stay at the levels (1,250 - 1,300) 3. management will contine pay down the debt like planned , modernisation of Segovia will contine ... in 3-4 years the final feasibility study for Marmato will be done..GCM will need the cash for the larger Marmato-Capex ... so debt will grow again ... after Mamato is build we have an atrractive 300000-400000 oz p.a. producer ... marketcap should grow to 500 million USD (without dilituion) ... Sanspring will offer additional upside ... 4. I would hate to see a buy out before we are at a much higher price . Any buy out below $10 and we are getting stiffed... the present market cap is ridiculous considering the reserve upside . Also I don`t think the open pit at Marmato is completely off the table when that village has seen the benefits GCM has brought to them . The open pit had reserves of 14 million ounces . Read more at http://www.stockhouse.com/companies/bullboard
  24. 2018's Big Gainer (GCM) is still by far the Cheapest of these three MUX vs. GCM (tprff), NGD & GDXJ ... 3-mos : fr. 10/1/18 : 9/5/2018 : co.: ----- : GCM.t : ----- / ----- : - MUX- : ----- / ----- : -Mgeo- : ----- / ----- : - NGD - : ----- / Yr.: 2017 > 2018 : + pct. / 2017 > 2018 : + pct. / 2017 > 2018 : +pct. / 2017 > 2018 : +pct. / Q1: 39.0 > 52.7 :+00.0% / 20.0 > 35.1 :+75.5% / 29.7 > 44.3 :+49.1% / 61.0 > 96.9 :+58.9% / Q2: 46.1 > 52.9 :+00.0% / 22.2 > 37.0 :+66.6% / 32.6 > 47.3 :+45.1% / 79.0 > 109. :+37.4% / Q3: 37.1 > 57.2 :+00.0% / 19.1 > 33.8 :+77.0% / 29.0 > 43.7 :+50.7% / 29.5 > 77.5 :+163.% / Qe: 52.0 > 54.E :+00.0% / 48.6 > 22.E :- 53.3% / 61.0 > 36.E :- 41.5% / 110. > 100E :+00.0% / Yr.: 174. > 217. :+24.7% / 110. > 128. :+16.4% / 152.> 171.:+12.5% / 318* > 383. :+20.4% / *cont.operations, all ops. was 146k-q4 : 422k-2018 === 12: 174. > 217. :+00.0% / 110. > 128. :+00.0% / 152. > 171. :+00.0% / 422. > 383. :+00.0% / Pr : 1.54 > 2.03 :+00.0% / 2.28 > 1.84 :+00.0% / 2.28 > 1.84 :+00.0% / 3.29 > 0.76 :+00.0% / shs 20.5 > 48.2 :+00.0% / 337. > 337. :+00.0% / 337. > 337. :+00.0% / 565. > 579. :+00.0% / MC 31.5 > 100. +00.0% / 768. > 620. :+00.0% / 768. > 620. +00.0% /1.86b > 440. +00.0% / Db. 98.7 > 050. +00.0% / 00.5 > 000. :+00.0% / 00.5 > 000. +00.0% / 800. > 810. +00.0% / EV: 130. > 150. +00.0% / 769. > 620. :+00.0% / 769. > 620. +00.0% /2.66b >1.25b +00.0% / /oz .75K > .69K -08.0%/7.00k>4.84k -30.9%/5.06k>3.63k -28.3%/ 6.30k> 3.26k -48.2% / NW 224. > 260. +00.0% / 521. > 495. :+00.0% / 521. > 495. +00.0% / 2.14b >1.68b +00.0% / BV: 10.9 > 5.40 :+00.0% / 1.55 > 1.47 :+00.0% / 1.55 > 1.47 :+00.0% / 3.78 > 2.90 :+00.0% / p/b 0.14 > 0.38 :+00.0% / 1.47 > 1.25 :+00.0% / 1.47 > 1.25 :+00.0% / 0.87 > 0.26 :+00.0% / ==== SUMMARY 1. GCM / Gran Columbian looks very cheap by comparison with the others + Tiny MktCap of $100M; that is only 38% of GCM's $5.40 Book Value + Adding debt, the Enterprize Value (EV) is only $150 Million + That's a tiny $690 per ounce of production: 217k oz, & growing + GCM is showing good Free Cash flow & profits - looks very cheap, performing well. 2. MUX / McEwen Mining has a well-regarded CEO with a big personal stake + Annual production was expected to grow by 16% 128k oz in 2018 + Adding gold equiv. from Copper, etc, 171k GEqv oz expected, up 12.5% over 2017 + Valuation looks stretched at $3,630 per oz. of GEO. That's down -28% from prior year. + But the Market has had confidence in MUX's ability to grow production in future years + 2019 should be another UP year in production, because... (Black Fox Mine is starting up?) + Has high historical beta to Gold prices, so could climb 2-4X faster than Gold 3. NGD / Newgold was a big loser in 2018, down -73%, highest drop among mid-producers + NGD's production costs @xxx were higher than expected. That caused price drop + NGD carries over $800M in debt, and so was forced the sell off two mines in 2018 + Valuation dropped sharply, so by year end... EV / oz. was down almost half to $3,260/oz. + Should be cheap enough to bring a bounce, if production keeps growing and the new management can bring some operational improvements. Gold price might help too.
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