drbubb Posted May 24, 2013 Author Report Share Posted May 24, 2013 Presentation : http://www.companysp...ious-Metals-Ltd EXCERPTS - Late 2011 Data (1) (2) (3) Link to comment Share on other sites More sharing options...
drbubb Posted May 24, 2013 Author Report Share Posted May 24, 2013 BOUGHT Some - through a complex Options transaction - have over 2,500 shares of "upside" Link to comment Share on other sites More sharing options...
drbubb Posted May 26, 2013 Author Report Share Posted May 26, 2013 ASA Component==== : %Asset $Price BkVal. MktC ap $Net Dt D/MC ebitd a Yield $-Div. Years ASA Holdings at 4/2013 ===== $13.72 ===== 264.7 M ====== ==== ====== ==== ==== 5.27 Gold Randgold Res-Adr 11.86% $73.98 $29.24 6.82 B 700 .M 10% $2.90 B 0.68% 0.50 14.58 GG- Goldcorp, Inc. ….. 11.47% $26.83 $28.18 21.8 B 0.43 B 2% $2.68 B 2.24% 0.60 13.69 ncm- Newcrest / NCMGY 7.60% $14.41 $20.18 11.0 B 3.18 B 29% $1.84 B 1.73% 0.25 6.52 ABX Barrick Gold Corp 7.51% $19.16 $22.52 19.2 B 12.5 B 65% $5.96 B 4.18% 0.80 18.91 NEM Newmont Mining..... 6.84% $31.97 $27.94 15.9 B 4.94 B 31% $3.92 B 4.38% 1.40 15.72 BVN Minas Buenav.- Adr 6.20% $18.30 $14.69 4.65 B -$39 .M -1% $521 .M 3.17% 0.58 2.78 Taho Tahoe Resources 5.21% $14.62 $5.55 2.13 B -$107 M -5% -$92 .M 0.00% 0.00 -377.84 FCX Freeport-McMoRan 7.58% $30.40 $18.88 28.9 B 0.49 B 2% $6.75 B 4.11% 1.25 35.08 AEM Agnico EagleMines 4.62% $28.82 $20.10 4.97 B $492 .M 10% $720 .M 3.05% 0.88 3.30 Rgld Royal Gold 3.66% $51.37 $36.30 3.34 B -$373 B -11% $260 .M 1.56% 0.80 1.74 === Top 10 Holdings 72.56% ===== ==== 118.6 B ====== ==== ====== ==== ==== === Compared w/ GDX ) AU- AngloGold Ashanti. 3.49% $16.34 $0.14 6.33 B 2.83 B 45% $2.00 B 1.16% 0.19 7.71 === Other Holdings...... 22.64% $13.72 ==== 0.3 B === Cash held 1.35% $1.00 ==== 0.0 B === Total Value 106.1% $14.55 ==== 125.2 B ====== ==== ====== ==== ==== === : -5.71% ASA ASA Gold: GG- : ncm-: ABX : NEM: BVN : Taho: FCX : AEM: Rgld: === === AU- Link to comment Share on other sites More sharing options...
drbubb Posted June 10, 2013 Author Report Share Posted June 10, 2013 ASA's number two holding versus NCM - which may explain its recent weak performance, relative to GDX TAKING A BIG BATH - this Aussie gold miner was in a Flood : Almost $6 Billion in charges Slow to cut costs, Newcrest treated to an unwelcome cold shower Sydney Morning Herald-9 hours ago For Newcrest shareholders, this was the week they took an unwelcome cold shower, with the value of their holdings here hitting multi-year lows ... NCM.au / Newcrest Mining ... update : 12mos Link to comment Share on other sites More sharing options...
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