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(I explained a Timing issue in this entry in my Diary): BUYING NGD/Newgold Feb.$0.50 Calls ...was an end of the year trade. A bit like the Oil Service stocks*. (I thought we would see a shift from selling to buying in NGD, because it was : Biggest Loser of 2018, among Gold Miners: -73%.) Many were Selling during December to lock in Tax Losses. That pressure ends completely in the new year. And those who sold earlier may re-enter the stock, locking in a tax loss, and to establish a new position at Lower cost. === *Update on Oil Service stocks: YE'18 : OIH ( $14.03 ) vs. Drillers: RDC ( $8.39 ), MDR ( $6.54 ), ESV ( $3.56).10d / 01/02: $14.37 +2.42% vs. Drillers: $8.74 +4.17%, $7.16 +9.48%, $3.73, +4.78% - "... poised?", I asked. Let's see what happens to these stocks the coming days. OIH / Oil Service ... All-Data : 10yr : 5yr : 2yr : 6mo - 10d / YE'18-update / Last: $14.03 / YrL: $13.13, H: $29.86 ==

(I explained a TIMING issue in this entry in my Diary): BUYING NGD/Newgold Feb.$0.50 Calls was an end of the year trade. A bit like the Oil Service stocks*. (I thought we would see a shift from selling to buying in NGD, because it was : Biggest Loser of 2018, among Gold Miners: -73%.) Many were Selling during December to lock in Tax Losses. That pressure ends completely in the new year. And those who sold earlier may re-enter the stock, locking in a tax loss, and to establish a new position at Lower cost. Often Works well after a Big Selloff at year-end (... though not always) === *Update on Oil Service stocks: YE'18 : OIH ( $14.03 ) vs. Drillers: RDC ( $8.39 ), MDR ( $6.54 ), ESV ( $3.56).10d / 01/02: $14.37 +2.42% vs. Drillers: $8.74 +4.17%, $7.16 +9.48%, $3.73, +4.78% - "... poised?", I asked. Let's see what happens to these stocks the coming days. OIH / Oil Service ... All-Data : 10yr : 5yr : 2yr : 6mo - 10d / YE'18-update / Last: $14.03 / YrL: $13.13, H: $29.86 ==

JOY! I did actually buy some Newgold calls on Dec.31st Bought Feb.$0.50 calls at 30 cents Today, NGD has traded as high as 84 cents, and the calls have traded up to 38 cents Close: $0.8253 Change: +0.0685 : +9.05% Open: 0.76 / High: 0.8442 / Low: 0.76 / Vol.: 2,511,874 NGD / Newgold ... 10d : 3mo : : 3mo : === Actually, I paid for them by selling Puts on SIL. Sold SIL Jul $28 puts @ 4.0333 ... Breakeven: is $23.97 SIL / Silver shs etf : 10d : 3mo : Close: $25.17 Change: +0.15 : +0.60% Open: 24.86 / High: 25.40 / Low: 24.77 / Volume: 85,118 Jul $28 puts: $3.50 - 4.00 : Mid-$3.75 So I am making money on both sides of the trade so far

Hong Kong Real Estate Prices Fall Most Since 2008 The monthly home price index fell 3.5 per cent to 366.3 in November, up from 2.56 per cent in October Largest fall in a single month since November 2008 Prices of lived-in homes in Hong Kong saw the sharpest decline in a single month in November since the global financial crisis in 2008. HK$ per sq ft of saleable area : Nov 2018 HK$22,714 : Source: Midland Realty The monthly home price index, which represents movements in the secondary property market, fell 3.5 per cent to 366.3 in November, compared to the 2.56 per cent slide in October, 1.27 per cent in September and 0.05 per cent in August, according to data from the Rating and Valuation Department. Home prices have slumped 7.2 per cent after peaking in July following a 28-month surge starting in April 2016, . . . “It is the largest fall in a single month since November 2008,” said Derek Chan, head of research at Ricacrop Properties. Home price plunged 8.22 per cent in November 2008 and hit the year’s low of 104.8 in December. After a three-month decline, home prices began to rebound in January 2009. A number of investment banks and analysts have forecast that property prices will continue to fall, with some predicting declines of as much as 25 per cent next year. Denis Ma, head of research at property consultants JLL, expects home prices to fall at least 15 per cent in 2019. (PRIMARY Prices UNDER Second hand): “Part of the reason why prices fell at a faster rate in November was because developers started putting more projects on to the market in the previous months. The flurry of new launches has seen sell-through rates fall as developers also scrambled to find buyers,” Ma said. Buying interest also remained weak. “Home sales in the secondary market plunged 67 per cent over the weekend with just one flat sold,” said Willy Liu, a director at Ricacrop Properties, which monitors 10 major housing estates in Hong Kong. Sino Land has been offering flats at its Grand Central development in Kwun Tong at prices that are 14 per cent lower compared to those nearby, luring home seekers away from the secondary market. Read more: WHAT REALLY HAPPENED | The History The US Government HOPES You Never Learn! http://www.whatreallyhappened.com/#ixzz5bPA1r2YT

CAN IT HAPPEN in the Philippines? (IT= Bursting Property Bubble) Seems impossible now. But is it? Frank Zappa - It Can't Happen Here / Album:Freak Out! (1966) Hong Kong Real Estate Prices Fall Most Since 2008 The monthly home price index fell 3.5 per cent to 366.3 in November, up from 2.56 per cent in October Largest fall in a single month since November 2008 Prices of lived-in homes in Hong Kong saw the sharpest decline in a single month in November since the global financial crisis in 2008. HK$ per sq ft of saleable area : Nov 2018 HK$22,714 : Source: Midland Realty The monthly home price index, which represents movements in the secondary property market, fell 3.5 per cent to 366.3 in November, compared to the 2.56 per cent slide in October, 1.27 per cent in September and 0.05 per cent in August, according to data from the Rating and Valuation Department. Home prices have slumped 7.2 per cent after peaking in July following a 28-month surge starting in April 2016, . . . “It is the largest fall in a single month since November 2008,” said Derek Chan, head of research at Ricacrop Properties. Home price plunged 8.22 per cent in November 2008 and hit the year’s low of 104.8 in December. After a three-month decline, home prices began to rebound in January 2009. A number of investment banks and analysts have forecast that property prices will continue to fall, with some predicting declines of as much as 25 per cent next year. Denis Ma, head of research at property consultants JLL, expects home prices to fall at least 15 per cent in 2019. (PRIMARY Prices UNDER Second hand): “Part of the reason why prices fell at a faster rate in November was because developers started putting more projects on to the market in the previous months. The flurry of new launches has seen sell-through rates fall as developers also scrambled to find buyers,” Ma said. Buying interest also remained weak. “Home sales in the secondary market plunged 67 per cent over the weekend with just one flat sold,” said Willy Liu, a director at Ricacrop Properties, which monitors 10 major housing estates in Hong Kong. Sino Land has been offering flats at its Grand Central development in Kwun Tong at prices that are 14 per cent lower compared to those nearby, luring home seekers away from the secondary market. Read more: WHAT REALLY HAPPENED | The History The US Government HOPES You Never Learn! http://www.whatreallyhappened.com/#ixzz5bPA1r2YT #ixzz5bPA1r2YT

Lemuria Blog Philippines: A freely associated state RV, An Intro > BLOG: https://www.nedmacario.us/2016/03/19/remote-viewing-an-introduction/

Many Gold shares are "COILED & Ready to spring" - if the Dollar slides : : USD Index / DXY : $96.11 ..... : Gold : $1282.10 Group #1 : update : JNUG ($9.21), UGLD ($95.41), GDXJ ($30.22) Group # 2: update : GCM.t ($2.82), CCO.t ($15.48), MUX.t ($2.50) ==

INFLATION & RATE etfs, updated: 12.18.23, 4.07% / DBA (21.02), XLE (84.18, r4.00x), OIH (307.92, r14.65), TYX (40.69, r1.94x) / DBA (21.02), XLE (84.18, r4.00x), OIH (307.92, r14.65), UDN (18.18) GDXJ - OIH vs UDN, SLV ... fr.1/2008 w/Dba : 7/2008 w/Dba : updated: 12.18.23 === Year End price Recap Prices---- > YrE'16 : YrE'17 : change : YrE'18 : change : Gold ------ : 1151.7 : 1309.3 : +13.7% : 1281.3 : - 2.15% : GLD ------ : 109.61 : 123.65 : +12.8% : 121.25 : - 1.94% : Ratio ------: r10.51 : r10.59 : ====== : r10.567 : ===== : GDX ------ : $20.92 : $23.24 : +11.1% : $21.09 : - 9.75% : GDXJ ---- : $31.55 : $34.13 : +8.18% : $30.22 : - 11.5% : SIL -------- : $32.11 : $32.64 : +1.65% : $25.02 : - 23.3% : SLV-------- : $15.64 : $15.98 : +2.08% : $14.52 : - 9.14% : Ratio ------: r2.053 : R2.043 : ====== : R1.723 : ===== : : WTI ------- : $53.72 : $60.42 : +12.5% : $45.41 : - 24.8% : USO ------- : $11.72 : $12.01 : +2.47% : $ 9.66 : - 19.6% : OIH ------- : $33.25 : $26.05 : - 21.7% : $14.03 : - 46.1% : XLE ------- : $75.32 : $72.26 : - 4.06% : $57.35 : - 20.6% : SHcomp : $3,104. : $3,307 : +6.54% : $2,494 : - 24.6% : ======= Many Gold shares are "COILED & Ready to spring" - if the Dollar slides below $97 http://www.weblinks247.com/indexes/idx24_usd_en_2.gif : : USD Index/DXY: $96.11 -0.29 : Gold : $1282.10 +1.70 ... DXY/ Trade-wgt $/12mo : DXY: $96.17, EUR: $1.147, GBP: $1.275, CAD: $0.737, AUD: $0.704, PHP: 52.50 (FYE'18) FXFX : 2017-19.Q2 : Group #1 : update : JNUG ($9.76), UGLD ($94.65), GDXJ ($31.79) Group # 2: update : GCM.t ($3.52), CCO.t ($15.56), MUX.t ($2.02) OIH ($17.99) vs. Drillers: RDC ($11.13), MDR ($8.37), ESV ($4.03) .10d / ==

2018's Big Gainer (GCM) is still by far the Cheapest of these three 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.

CLOSER ... from xx : 6-mo : 3-mo : last $0.7735 : Options : Share Structure - as at July 25, 2018 Shares Issued and Outstanding (Basic) 578,748,338 Stock Options (exercisable for # shares) 9,953,450 Series A Warrants (expired June 28, 2017) Market Cap, : 578.7 Million x $0.78 = $451 Million . In addition, there is about $800 Million in Debt Q3 Highlights Gold production from total operations of 114,025 ounces and copper production of 21.7 million pounds Operating expense from continuing operations of $644 per gold ounce and $1.57 per copper pound All-in sustaining costs from total operations(1) of $966 per ounce, including total cash costs(2) of $424 per ounce Revenues of $147 million from continuing operations Operating cash flows of $51 million, or $0.09 per share Operating cash flows before changes in non-cash operating working capital of $83 million, or $0.14 per share Loss from continuing operations of $2 million, or $0.00 per share Net loss of $166 million, or $0.29 per share, including an impairment loss, net of tax of $162 million, relating to the sale of the Mesquite Mine

NGD / Newgold. Playing bounce in 2018's weakest NGD to JAN.2020 Option expiry ... update : 10d According to Kitco... > more: https://www.kitco.com/news/2018-12-28/Top-Mining-Gainers-and-Decliners-in-2018.html About what about this one, with 200,000 oz+ production?: Symbol/Mining stock---- : 12/20/17: 12/21/18: change GCM.t / Gran Columbia-- : C $1.87 : C $2.73 : + 46.0% x 48.2M shs: C$131.6M TPRFF / Gran Col.in US$ : $ 1.46 : $ 2.03 : + 39.0% x 48.2M shs: $ 97.8M GDXJ / JuniorGoldMiners: $32.72 : $28.94 : - 11.6% CAD / in uS Dollars---------: x $0.779 : x $0.735 : - 5.65% Even after the 2018 Gain, it may be one of the very cheapest Gold miners Obviously, it is not over $500M MktCap. Maybe it will be someday LOSER? the biggest Loser was NGD : -73.1% NGD / Newgold ... update : 6-mo : 3-mo : last $0.7735 : 6-mo fewer lines : 3-mo : fr.Oct 2018 : last $0.7735 : Options : NGD-website : presentations : New Gold (NGD) -73% - The Canadian miner struggled with operational challenges at its Rainy River Mine in Ontario. The company cut its forecast production while increasing cost estimates for 2018 LINKS: .> website: > Newgold Bullboard : http://www.stockhouse.com/companies/bullboard?symbol=ngd

SILVER to DBA cycle - may be headed to 95% - Silver to $17.70 Ratio with cycle overlay : SLV / Silver ($14.42) to DBA ($16.97) = r-85% / Target: 9%, maybe March DBA---- : x 95% - : x 106.5% $16.50: $15.675 : $16.694 : $17.00: $16.150 : $17.200 : $17.50: $16.625 : $17.706 : Preferred case /$15.44 today: +14.7% by March $18.00: $17.100 : $18.211 : ====== SLV / Silver etf ... chart : Note - these kind of very precise targets rarely work out - will need revisiting ==

SILVER to DBA cycle - may be headed to 95% - Silver to $17.70 Ratio with cycle overlay : SLV / Silver ($14.42) to DBA ($16.97) = r-85% / Target: 9%, maybe March DBA---- : x 95% - : x 106.5% $16.50: $15.675 : $16.694 : $17.00: $16.150 : $17.200 : $17.50: $16.625 : $17.706 : Preferred case /$15.44 today: +14.7% by March $18.00: $17.100 : $18.211 : ====== SLV / Silver etf ... chart : Note - these kind of very precise targets rarely work out - will need revisiting ==

==== : Fye'16 : Fye'17 : +-%chg : 03/29 : 06/29 : 09/28 : 10/26 : 11/30 : 12/21 : 12/28 : Gold : 1151.7 : 1309.3 : +13.7% : 1327.3 : 1254.5 : 1196.2 : 1235.1 : 1220.2 : 1258.1 : 1283.0 : SPX- : 2238.8 : 2673.6 : +19.4% : 2691.3 : 2718.4 : 2914.0 : 2658.7 : 2760.2 : 2416.6 : 2485.7 : Sp/Au 194.4%: 204.2%: ====== : 219.0%: 216.7%: 243.6%: 215.3% : 226.2%: 192.1% : 193.7% : XLE : $75.32 : $72.24 : -4.09% : $67.41: $75.94 : $75.74: $66.48 : $66.11 : $56.11 : $57.05 : WTIc: $53.72 : $60.42 : +12.4% : $64.94 : $74.15 : $73.25 : $67.59 : $50.93 : $45.59 : $45.33 : OIH-: $33.35 : $26.05: -11.9% : $23.87 : $26.27 : $25.19 : $21.14: $18.80: $13.65 : $14.12 : OI/Wt: 62.1% : 43.1% : ====== : 36.76% : 35.43%: 34.39% : 31.28%: 36.91%: 29.94%: 31.15% : Ngas: $3.350 : $2.950 : - 11.9% : $2.730 : $2.920 : $3.010 : $3.220 : $4.600 : $3.750 : $3.303 : Cop'r: $2.510 : $3.305 : +31.7% : $3.030 : $2.970 : $2.810 : $2.740 : $2.790 : $2.670 : $2.680 : CRB- : 192.51 : 193.86 : +0.07% : 195.36 : 200.39 : 195.16 : 195.51 : 181.74 : 172.13 : 170.97 : DBA : $19.97 : $18.76 : -6.06%: $18.18: $18.03: $16.91 : $17.72 : $17.29 : $17.00 : $16.97 : D/crb: 10.37% : 9.67% : ======: r9.31% : r8.99% : r8.66% : r9.06% : r9.51% : R9.88% : R9.93% : Xle/D: r-3.770 : r-3.850: +2.14%: R3.707 : R4.212 : R4.479 : R3.750 : r3.823 : R3.301 : R3.361 : DXY- : 102.38 : $92.30 : - 9.85% : $89.81 : $94.47 : $95.13 : $96.13 : $97.20 : $96.95 : $96.39 : ===== GDX- : $20.92 : $23.24 : +11.1% : $21.98 : $22.31 :$18.52 : $19.06 : $19.09 : $20.44 : $20.60 : Gdxj : $31.55 : $34.13 : +8.18% : $32.15 : $32.70 : $27.36 : $28.27 : $26.59 : $28.94 : $29.44 : SIL-- : $32.11 : $32.64 : +1.65% : $30.72 : $28.88 : $24.23 : $23.91 : $23.05 : $24.74 : $24.96 : /SLV: R2.053 : R2.042 : - 0.54% : R1.994 : R1.910 : r1.765 : R1.731 : R1.730 : R1.801 : R1.731 : SLV- : $15.64 : $15.98 : +2.08% : $15.41 : $15.15 : $13.73 : $13.81 : $13.32 : $13.74 : $14.42 : Silvr : 16.580 : 17.150 : +3.44% : 16.268 : 16.200 : 14.710 : 14.66? : 14.350 : 14.700 : 15.440 : PHM : $18.38 : $33.34 : +81.4% : $29.49 : $28.75 : $24.77 : $23.93 : $26.52 : $25.13 : $26.04 : ==== : Fye'16 : Fye'17 : +-%chg : 03/29 : 06/29 : 09/28 : 10/26 : 11/30 : 12/21 : 12/28 : Ratio: XLE to-OIH Ratio: OIH to-XLE -- You can BUY OIH without selling XLE. Maybe sell later, or buy Puts on XLE ==

UK Housing Bubble Swoons as Brexit-Day Nears. London Hit Hardest In the fourth quarter of 2018, prices in prime regional housing markets in England and Wales fell by 0.9%, according to global real estate agency Knight Frank. For the whole year, priced dropped by 0.6%, compared to 2017. The rate of annual price growth in the prime country market has averaged less than 1% since mid-2016, compared to almost 3.5% between 2014 and 2016, with peaks as high as 5% in 2014. Something isn’t working anymore: By a different measure, across the UK as a whole, house price inflation slipped to just 0.9% in the year to November, according to a survey by LSL Property Services/Acadata Read more: WHAT REALLY HAPPENED | The History The US Government HOPES You Never Learn! http://www.whatreallyhappened.com/#ixzz5bDNYNpeX

( Reminding us all of the country risk ) Colombian Government Uncovers ‘Plot to Kill President,’ Arrests 3 Venezuelans https://www.theepochtimes.com/assets/uploads/2018/12/30/ColombiaDuerte-700x420.jpg BOGOTA, Colombia—The Colombian government has discovered a plot to assassinate President Iván Duque and has arrested three Venezuelans in relation to the plans, according to Colombian Foreign Minister Carlos Holmes. The plot was uncovered by national intelligence services, said Minister Holmes in a video message published on Jan. 29. He added that intelligence services had been monitoring possible plans to kill the president “for months” and that they had now arrested three Venezuelans found possessing “weapons of war.” The development “increases concerns yet further,” he said. The Ministry for Defense has since informed local media that two of the suspects were found in the coastal city of Valledupar carrying long-range assault rifles, while the third was picked up in Barranquilla carrying a submachine gun and a grenade. A local radio station has reported the plot would have coincided with the second inauguration of Venezuelan President Nicolas Maduro on Jan. 10 and was likely backed by armed groups in Colombia but it is not clear upon which sources the claims were based. . . . The deterioration in diplomacy has followed the collapse of Venezuela as it faces widespread food and medicine shortages alongside hyperinflation and widely reported human rights violations. Maduro has attributed the deteriorating conditions to planned intervention from other countries and has alleged that Colombia—alongside the United States—is plotting to oust him and his government. President Duque has continually rejected the legitimacy of the second election of Maduro, who he calls a “dictator.”

2017 was also a very Good Year for GCM.t, up 47% in US$ Stock : End'14 : End'15 , +chg% : End'16 , +chg%: End'17, +chg% : 12/28, +change% MUX.t : $01.30: $01.45, +11.5%: $03.93, +171.%: $02.86, - 27.2%: $02.51, - 12.8%: GCM.t : $07.05: $01.95, - 72.3%: $01.43, - 26.7%: $01.96, +37.1%: $02.78, +41.8%: TPRFF: $06.07: $01.41, -76.8%: $01.06, -24.8%: $01.56 +47.2%: $02.03 +30.1% > GCM in US$ CADusd x0.861: x0.723, - 16.0%: x0.744, +2.90%: x0.795, +6.85%: x0.733, - 7.80%: GDXJ- : $23.93: $19.21, - 19.7%: $31.55, +64.2%: $34.13, +8.18%: $29.44, - 13.7%: MUX-- : $01.11: $01.06, - 4.50%: $02.91, +175.%: $02.28, - 21.6%: $01.84, - 19.3%: AAZ.L : #06.63: #05.50, - 17.0%: #24.00, +363.%: $32.00, +33.3%: $90.00, +181.%: ====== The gains came after a disastrous drop of over 72% in 2015, & big drops in prior years which may have scared away institutional investors. They are slowly finding their way back into the stock Those gains on AAZ are truly phenomenal, three years in a row. What is driving them?

I must be doing something right here, if GCM was up 39% - for approx the 4th best performance among Junior Gold producers And this is my LARGEST single position/ You can look back to the end of 2017, and see what I was saying then: "REVISED: Gran Columbia / GCM.t thread Header - brought OP / header of the thread Up to Date - since price leap upwards is possible in 2018" THAT was written on Jan. 17th, when GCM.t closed at C$2.20, GDXJ at $34.94 (xx%)

According to Kitco... > more: https://www.kitco.com/news/2018-12-28/Top-Mining-Gainers-and-Decliners-in-2018.html About what about this one, with 200,000 oz+ production?: Symbol/Mining stock---- : 12/20/17: 12/21/18: change GCM.t / Gran Columbia-- : C $1.87 : C $2.73 : + 46.0% x 48.2M shs: C$131.6M TPRFF / Gran Col.in US$ : $ 1.46 : $ 2.03 : + 39.0% x 48.2M shs: $ 97.8M GDXJ / JuniorGoldMiners: $32.72 : $28.94 : - 11.6% CAD / in USS Dollars-------: x $0.779 : x $0.735 : - 5.65% Even after the 2018 Gain, it may be one of the very cheapest Gold miners Obviously, it is not over $500M MktCap. Maybe it will be someday ===== LOSER? the biggest Loser was NGD : -73.1% NGD / Newgold ... update : New Gold (NGD) -73% - The Canadian miner struggled with operational challenges at its Rainy River Mine in Ontario. The company cut its forecast production while increasing cost estimates for 2018. > NEW Thread : NGD/ Newgold

Is the WM correction ending with 2018? WM.t / Wallbridge Mining ... update : Last: $0.155 vs. High of Year: x

Is the WM correction ending with 2018? WM.t / Wallbridge Mining ... update : Comments: GOOD News/ Bad News As for me I don't like to pay any more than I have to so this would't be a good deal for me. The good news is it appears the bulk sample is going to be decent but looks like it may be in middle of January. Why its taken so long to process those samples are a mystery. GLTA and To All Season Greetings........................ / 2 / They did say that they extended a drift tunnel so they could get the angle to drill deeper down, might be that but at least it’s coming in. / 3 / It may be economical to smelter the very high grade ore in a microwave smelter, the remains could then just be sent to the mill normally. It could be tested by simply putting a sample of visible high grade ore in a microwave oven and seeing the results. / 4/ Block at .16 Just lookng at level 2, well over 570,000 at .16 ask 9 people selling. Was hoping some of the selling would be exhausted by now so less hope for a lttle good news, GLTA Read more at http://www.stockhouse.com/companies/bullboard#bt9vSe4sbTmxLfJQ.99

Fresnillo back up to Key Resistance FRES.L ... update : SIL ... update : ==

Thanks, I will take a look at CKA / Hk1113 Meantime, I added even more HK10 today, shifting funds out of HK3081 / Value Gold, as it jumped recently and opened up a Gap to HK. I like HK10 because of: + the huge discount to NAV + the stable & predictable cash flows from first class shopping malls + the possibility or probability that China related shares will jump in 2019, if there is a resolution to the (needed) Trade War between the USA & China HK3081 versus HK10 : fr. 12/20/15 : #3081: $31.00 sold: xxxx @ $31.00 = +12/28 HK#10: $20.00 BOT- yyyy @ $20.00 = - 12/27 HK#10: $19.85 BOT- yyyy @ $19.85 = - 12/26 ===== HK#10: 12/04- sold zzzz @ $15.78 = $? HK101: 12/04- sold zzzz @ $21.70 = $? HSI-in Gold looks like it may have hit a potential Support level just below 20.0 to 1.

HK10 (Hang Lung Group) has recently correlated better with China stocks (hK2823) than HLP (HK101) Having sold some shares in: HK10 (at $21.70) and HK101(at $15.78) near recent highs ... I used the proceeds yesterday to buyback into HK10 at $19.85 Hang Lung Group & Properties vs A50 China stocks (HK2823) ... update : History Timing- : HK-10-: HK101,%h10 / H2823,%h10/ SLV-, %hk10: 3Pcts: Hk3081 /hk10: 07.05.11: $50.45: 32.25, 156.% / 13.16, 40.8% / 34.63, 107.% 304.%/ 37.30: 73.9%: YE 2012 : $44.05: 30.80, 143.% / 11.14, 36.2% / 29.37, 95.4% 275.%/ 40.95: 93.0%: YE 2013 : $39.15: 24.50, 160.% / $9.34, 23.9% / 18.71, 76.4% 260.%/ 29.50: 75.4%: YE 2014 : $35.20: 21.75, 162.% / 12.98, 42.9% / 15.06, 69.2% 274.%/ 29.35: 83.4%: YE 2015 : $25.20: 17.64, 143.% / 10.82, 61.3% / 13.19, 74.8% 279.%/ 25.90: 103.%: YE 2016 : $27.00: 16.44, 164.% / 10.54, 64.1% / 15.11, 91.9% 320.%/ 28.30: 105.%: 6/30/16 : $23.25: 15.62, 149.% / $9.85, 63.1% / 17.86, 114.% 326.%/ 31.90: 137.%: YE 2017 : $28.75: 19.10, 151.% / 15.02, 78.6% / 15.99, 83.7% 313.%/ 31.60: 110.%: 6/30/17 : $32.30: 19.50, 166.% / 12.54, 64.3% / 15.71, 80.6% 311.%/ 30.30: 93.8%: Av'12-17: ===== : ==== . 152.% / ==== . 51.2% / ====. 81.9% ===.%/ 12.28.18: $20.00: 15.06, 133.% / 11.38, 75.6% / 14.30, 95.0% 304.%/ 31.00: 155.%:

The China Trade Silver Dollar The original Chinese Trade Dollar was an unsuccessful attempt by the Chinese government to offer a locally made alternative to the large foreign silver coins circulating in China during the last part of the eighteenth century. The Chinese mints were simply not up to producing a well-made product at a competitive price. Trade dollar (wiki) The existence of trade dollars came about because of the popularity of the silver Spanish dollar in China and East Asia. Following the establishment of the Spanish Philippines, Intramuros became an entrepôt for Chinese goods in one direction and silver, from across the Pacific to the Spanish held silver mines of Mexico, in the other. This so-called "Manila Galleons" trade route, led from the 16th Century onwards to the wide circulation of "pieces of eight" in East Asia. The high regard in which these coins came to be held, led to the minting of the silver Chinese yuan, a coin designed to resemble the Spanish one. These Chinese "dragon dollars" not only circulated in China, but together with original coins of Spanish-Mexican origin became the preferred currency of trade between China and its neighbours. Defeated in the First Opium War China was forced to open its ports to foreign trade, and in the late half of the 19th Century Western nations trading with China found it cheaper and more expedient to mint their own coins, from their own supplies of silver, than to continue to use coins from Mexican sources. These so-called trade dollars would approximate in specification, weight 7 mace and 2 candareens (approx. 27.2 grams) and fineness .900 (90%), the Spanish-Mexican coins so long trusted and valued in China. United Kingdom A Trade Dollar from the reign of Victoria. It is dated 1900 and minted at the Bombay mint. / Hong Kong dollar With the extension of British trading interests in the East, especially after the founding of Singapore in 1819 and Hong Kong in 1842, it became necessary to produce a special Dollar so as to remove the reliance of a British Colony upon the various foreign coins then in circulation. "China trade silver dollars" were a direct result of the First (1839–1842) and Second Opium War (1856–1860), which broke out when Chinese authorities tried to stop Britain from smuggling opium into the country. The loser, China, had to open up a number of ports to British trade and residence, and cede Hong Kong to Britain. In the decades that followed, merchants and adventurers flocked to these areas, and international trade flourished. Foreign banks were established and large silver coins from all over the world began arriving to pay for tea, silk and Chinese porcelain to be shipped abroad. These .900 fine silver trade dollars were then circulated throughout China, where they were readily accepted as a medium of exchange. The British Trade Dollars, minted exclusively for use in the Far East, depict Britannia standing on shore, holding a trident in one hand and balancing a British shield in the other, with a merchant ship under full sail in the background. On the reverse is an arabesque design with the Chinese symbol for longevity in the center, and the denomination in two languages - Chinese and Jawi Malay. The British Trade Dollar was designed by George William De Saulles and minted from 1895 for Hong Kong and the Straits Settlements. But after the Straits dollar was introduced to the Straits Settlements in 1903, it became exclusively a Hong Kong coin produced until 1935. Those with the mint mark "B" were produced at the Bombay Mint; others, marked "C", were struck in Calcutta. Those with no mint mark were produced in London. The mint mark "C" can be found in the ground between the left foot of Britannia and the base of the shield, while the mint mark "B" is located in the center prong of the trident. The 1921-B dollar was struck but never released for circulation, and only a limited number of 1934-B and 1935-B coins were released. United States Main article: Trade dollar (United States coin) 1873 U.S. Trade Dollar pattern. The United States trade dollar is a silver (fineness of .900 or 90%) dollar coin that was issued by the United States Mint and minted in Philadelphia, Pennsylvania, Carson City, and San Francisco from 1873 to 1885. Business strike trade dollars were last produced in 1878 and proof coin production continued until 1885.[5] The coin weighs 420 grains (27.2 g), about 8 grains (0.52 g) more than the domestic silver dollar (Seated Liberty Dollars and Morgan Dollars) of the time. It is 4 grains heavier than the Mexican peso; however, the peso is .903 silver.[6] The coin was designed by William Barber, the mint's chief engraver. More trade dollars were minted in San Francisco than Carson City and Philadelphia combined. San Francisco was closest both to the source of the silver as well as the ultimate destination of the coins, China. Many Trade dollars have what are called "chopmarks" on them. Chinese merchants would stamp the coins in order to verify their correct weight and value.[6] The United States Congress authorized the U.S. Mint to create a trade dollar to improve trade with the Orient, China in particular. Prior to that, the Mexican peso had been the primary silver coin used in trading with China. In fact, the eagle on the trade dollar's reverse looks quite similar to the peso's. Collectors are warned that recently a large number of U.S. Trade dollars have been forged in China made with base metal. Careful testing or purchasing from known dealers or buying sealed and certified coins may be necessary to avoid these fakes. > wiki: https://en.wikipedia.org/wiki/Trade_dollar