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Majestic_Inzi said:
Ive looked at quite a number of gold stocks here in the UK and USA, all have very similar graphs falling down to significant lows and then recovering. Commodities have been struggling for awhile now, some have started to gain momentum. Eager to see if they have maintained or bettered last quarter.

S28 probably bought in the lows, i've come in at 0.88.
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Just be careful bro. Although s28 seems and comes across as a good guy. There are people posting on these forums and bulletin boards and they all have agendas no matter how thinly veiled or blatant they come across.

Always protect yourself and be prepared for the negative consequences. Take care!
 
mining786 said:
Just be careful bro. Although s28 seems and comes across as a good guy. There are people posting on these forums and bulletin boards and they all have agendas no matter how thinly veiled or blatant they come across.

Always protect yourself and be prepared for the negative consequences. Take care!
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so was that a yes. :)
 
s28 said:
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TJI - It's quoted in Dollars so $0.10 is c.6p

Some suggesting Arjan alone is worth 37p per share so circa $0.50
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Big gain late Friday. Getting some attention on Twitter.
 
Average Person has ZERO Exposure to Precious Metals; That Will Change

By Tom Winnifrith | Sunday 24 April 2016

Preceding the financial crisis in 2008, debt was unchecked and increasing by $100 billion a month. The current capital markets are following a very similar trajectory. The USA and Canada have huge debt issues because of out of control government spending. The average person has no idea of the scale of the challenges the global system is facing. That is these thesis of fund manager Jonathan Wellum. He continues...

Central banks want to debase our money. And if asset prices were to come down significantly it would wipe out the entire banking system. Money printing is very inflationary and gold moves ahead of inflation. By the time the general public realizes what is happening, gold will have already moved. Precious metals are tangible, enduring and maintain purchasing power. In short he is a gold bull and thinks the gold rally is only just beginning, something he explains in the latest podcast from Palisade Capital

- See more at: http://www.shareprophets.com/views/...-metals-that-will-change#sthash.CPHa6eM6.dpuf
 
HNR all sounds exciting but big plans require capital so I suspect a Placing must be in the offing with the IR effort being put in
 
Chartwise if it clears 19-20p level it will probably go very mad very quickly because it's an exciting blue sky concept story just being held back by all that technical 'congestion'

big.chart
 
s28 said:
Chartwise if it clears 19-20p level it will probably go very mad very quickly because it's an exciting blue sky concept story just being held back by all that technical 'congestion'

big.chart
Click to expand...

Well that escalated quickly!
 
Mitek Systems in NASDAQ. Symbol is MITK. They are a technology company and are in the capture and identity verification business for mobile transactions. Small company. Good product. No debt. Right now at 6 US$ per share. 2nd quarter financial results will be announced on Thursday April 28. Lets see if they beat earning estimates.

https://www.miteksystems.com/
 
Lithium stocks proving to be big winners over in Australia right now. Have mentioned likes of ASX LIT and ASX EMH before which have been big winners. Dubious on long term story seems a bit faddish but the stocks are performing. Wondering if Giles Clarke's (of ECB fame) KENV could have a run soon. It's mainly a Tantalum mine but may have some Lithium potential not fully discounted by market ?

http://www.investegate.co.uk/kenned...-consignment-leaves-mine/201603310700086198T/

· In addition to tantalum, investigations into Tantalite Valley's lithium potential have generated very exciting results which we are evaluating and look forward to updating shareholders in the near term.
 
<blockquote class="twitter-tweet" data-lang="en-gb"><p lang="en" dir="ltr">Back to the ‘futures’ – Chinese speculators turn to commodities <a href="https://twitter.com/hashtag/China?src=hash">#China</a> <a href="https://twitter.com/hashtag/Commodities?src=hash">#Commodities</a> <a href="https://t.co/yM7L71RQkR">https://t.co/yM7L71RQkR</a> <a href="https://t.co/9rKmq0BQnF">pic.twitter.com/9rKmq0BQnF</a></p>— Woodford (@woodfordfunds) <a href="https://twitter.com/woodfordfunds/status/725354313112014848">27 April 2016</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
 
IKA reveal new solid state lithium battery

<iframe width="560" height="315" src="https://www.youtube.com/embed/uehEKeykROM" frameborder="0" allowfullscreen></iframe>
 
Sort of thing which would work with CPX supercapacitors. CEO is talking about combining with energy harvesters and short pulse power.
 
POG today paid $144m for Russian miner producing 35k oz with 2m oz resources

Makes ASA look crazy cheap at $18m for 70k oz production and 5m oz resource!
 
ASA results for Gold ops pretty ropey but Nickel looking good

Any one quarter in mining can be an outlier due to the geological/engineering issues etc would be nice if they didn't give what sounded like a b.s. excuse though saying it was 'off season' for gold sales !

Even for a ropey quarter I'd estimate roughly $5m of gross cashflow from Gold and Nickel ops.

Going forward with recent rapid recovery in Nickel price that looks promising for a $10m cashflow quarter coming up if everything holds together.

I had expected better overall but the they seem to believe they are making underlying operational improvements and they have been a bit lucky to be bailed out by rising commodity prices. This may actually be better in long run as they will keep their noses to the grindstone and not be complacent.
 
Hmm do you like it as a cyclical advertising play or as a long term media content provider ?
 
Nickel also seems to be breaking out but I am dubious about Industrial Metals doing so as it looks like Chinese liquidity pump rather than genuine economic improvement.

t24_nk180x150.gif
spot-nickel-1y.gif
 
s28 said:
Resistance being taken out

Kitco%20Gold%201.gif
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i hate charts and chartists, its a dimwits attempt at justifying a rank speculation - BUT - if the crowd follow something, they follow something, and the market is bigger than my arrogance and bias.

looks like we both called the goldmas sachs squeeze - expect a bullish note from them once theyve covered, particularly since theyve reversed most of their predictions for 2016 already. all of the bearish arguments ive seen on gold are bs charts based on bogus cpi numbers.

regarding gold, oil and the industrial metals, i think a big part of it is the weakening of the dollar - ive heard very little reference to this, and i think its the majority of the reason. to completely contradict my earlier statement in the post, it looks to be a multiyear breakdown - which to my mind makes sense from a macro economic point of view anyway:

http://www.xe.com/currencycharts/?from=GBP&to=USD&view=5Y

http://www.xe.com/currencycharts/?from=EUR&to=USD&view=5Y
 
Extreme moves like this don't usually bode well. Markets tend to discount 9 months ahead ? Looks like there isn't much hope for either Trump or Clinton Presidency

Screenshot_2016_04_30_at_1_23_17_PM.png
 
s28 is ASA just a punt? What do you seek in this company and what is your exit strategy should it falter? It seems lackluster and not many people really seem to want to bother with.
 
I've mentioned ASA quite a lot and gone into some detail on the drivers of its financials stressing from the outset that any one quarter can be an outlier so best to take a long term view on its three main operating divisions each of which could be company makers. Very much a long term investment for me but can understand why market in show-me mode given double dodgy Zimbabwe Chinese operating / management considerations

It's a potential 50-100 bagger if it plays out as I expect
 
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s28 said:
I've mentioned ASA quite a lot and gone into some detail on the drivers of its financials stressing from the outset that any one quarter can be an outlier so best to take a long term view on its three main operating divisions each of which could be company makers. Very much a long term investment for me but can understand why market in show-me mode given double dodgy Zimbabwe Chinese operating / management considerations

It's a potential 50-100 bagger if it plays out as I expect
Click to expand...

Thanks s28. 50-100 bagger doesn't seem plausible to me. Good luck to you though 👍
 
Gold consolidating around $1300
ALO and ASA charts both looking close to Golden Crosses so could get very interesting
 
Gold Strength Gathers Some Momentum
Monday May 02, 2016 08:38
(Kitco News) - Gold easily takes out $1,300, on the first try, but the level to watch is the $1,307 area. The continued weakness of the dollar is the primary catalyst, but holidays in many Asian centers and in London have created a thinner volume environment but should the $1,300 level hold, it is likely these players will engage once they open tomorrow. A break above the $1,307 level, suggests a chart with a target of $1,334, in the short term. Major support now rests at the $1,288-92 level. Retail investors have not fully engaged in the rally that began in December. After four years of a bear market, retail has a tendency to liquidate into strength, as a “I finally got out, at a break-even” psychology. It’s a fair psychology, as retail investors have tried to catch the bottom only to be rewarded with a continued re-lapse to lower levels on every rally. Retail selling suggests that the move has more to run.

By Peter Hug, Kitco Metals Global Trading Director; phug@kitco.com
 
srh said:
Mitek Systems in NASDAQ. Symbol is MITK. They are a technology company and are in the capture and identity verification business for mobile transactions. Small company. Good product. No debt. Right now at 6 US$ per share. 2nd quarter financial results will be announced on Thursday April 28. Lets see if they beat earning estimates.

https://www.miteksystems.com/
Click to expand...

Mitek reported 50% increase in revenues. Stock price has jumped to 8 US$ per share.
 
SALV

<iframe width="560" height="315" src="https://www.youtube.com/embed/68V0KbSXM0s" frameborder="0" allowfullscreen></iframe>
 
SALV really interesting presentation

Like the funding leverage of the model

The guy in charge has experience investing/partnering within big pharma (Bristol-Myers) so should be able to build SALV for eventual exit
 
TJI whoosh

Sold one of their 3 Dubai plots for $6.4m
Think that should value whole company closer to $0.50

Also raising possibility of cash return

s28 said:
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TJI - It's quoted in Dollars so $0.10 is c.6p

Some suggesting Arjan alone is worth 37p per share so circa $0.50
Click to expand...
 
Me every time I look at the posts in this thread

image.jpg

Had to use the censored version for obvious reasons
 
TJI - Tejoori is meant to be some sort of Shariah compliant investment vehicle.

Shares in Issue : 28m
Share Price : $0.29
Market Capitalisation : 28m x $0.29 = $9m or c.£6m

Today they announced they sold one of three Dubai plots of land they owned for $6.4m. Extrapolating out that suggests the total cash and land value is c.$20m. Add in a bit of cash and other investments and TJI looks to be worth close to $23m on a Net Asset Value basis.

There is a big discrepancy between that NAV of $23m and the Market Cap of $9m so some potential for the gap to narrow. I would not expect the gap to close completely but Market Cap could easily double from here. I expect it will be strong tomorrow and will personally look to sell some of the stock I bought around March 15th when I first mentioned this stock.

Screenshot_2016_05_05_at_12_44_25_AM.png


Screenshot_2016_05_05_at_12_44_13_AM.png
 
SALV really merits attention at just £12m Mkt Cap


http://www.proactiveinvestors.co.uk...are-opportunity-for-aim-investors-125503.html

Pfizer, Novartis, Merck and Bristol Myers have all been active recently deploying their riches to replenish frighteningly empty drugs pipelines with the most promising candidates created by the industry’s minnows.

There are two interesting points about the deal flow. First, is the amount of cash being forked over.

Upfront payments have ranged from US$80mln to an eye-watering US$850mln. That’s a lot of dosh to get a foot in the door.

The second point to note is just how early Big Pharma has become involved in these deals.

The movers and shakers of the pharmaceuticals and biotechnology world tend not to look at drugs unless they have completed a phase II clinical trial.

Yet at least four of the most recent transactions, including Pfizer’s US$345mln tie-up with cellectis, have been done at the preclinical stage, meaning there is no human data on the would-be treatment.

Three more have been completed with the results of only a cursory phase I study in the bag.

What does this tell us about the world of drugs development? Well, actually it is quite revealing.

It says the large pharmas are falling over themselves to get into immuno-oncology because it is, potentially, a huge market.

Competition for new innovations is driving up the price. So far, so predictable for a spendthrift industry pre-occupied with fashion and fads.

But this seeming willingness to take drugs candidates on at a riskier phase of their development also reveals that the regulatory landscape is changing.

That’s because bodies such as the US Food & Drug Administration appear more willing these days to fast-track the most promising treatments.

So, for instance, a Merck PD-1 inhibitor, a drug that activates the immune system to attack tumours, was sanctioned in certain indications with just phase I data in only three years.

“The traditional regulatory paradigm is shifting,” says Ian Walters, chief executive of SalvaRx Group Plc (LON:SALV).

A former senior executive at Bristol Myers, he should know. He helped bring five blockbusters to market, including Yervoy and Opdivo, which use the immune system to fight cancer.
 
s28 said:
TJI whoosh

Sold one of their 3 Dubai plots for $6.4m
Think that should value whole company closer to $0.50

Also raising possibility of cash return
Click to expand...

TJI up 800% or so since Smudgedann mentioned it first!
 
CPX - the RNS has not had an good reaction with the market.

Directors opted to receive shares over wages, could only be positive for the company, as news could be in the pipe line.

Could they be getting this out the way so it doesn't look to obvious when the next licence agreement is announced
 
They are in for the long term. I doubt they even care about short term considerations or reactions.
 
SALV

could be massive for SALV who own 10% of Intensity

http://www.dailymail.co.uk/news/article-3577432/Vaccine-breakthrough-cure-cancer-stop-returning.html


'Vaccine' breakthrough may cure cancer - and stop it returning: How injecting two chemotherapy drugs into tumours can kick-start the immune system to fight back

Scientists have successfully tested a new cancer 'vaccine' on mice
The new approcach injects two chemotherapy drugs into tumours
Researchers are to test it on people suffering from bowel and breast cancer

By STEPHEN ADAMS HEALTH CORRESPONDENT FOR THE MAIL ON SUNDAY

PUBLISHED: 00:48, 8 May 2016 | UPDATED: 06:07, 8 May 2016



Read more: http://www.dailymail.co.uk/news/art...cure-cancer-stop-returning.html#ixzz486UP2wxD
 
HNR absolutely brilliant. Note to self: Should act on own judgement and gut instincts going forward.
 
HNR

Good to see technicals play out as I expected from that 19-20p level. Did also highlight this when it first listed at c.15p as the sort of blue sky concept stock which could have a big run. I doubt the fundamental underpinning here after such a fast move but it has momentum and is in uncharted territory which is great place for concept stocks to be. Expect volatility.

s28 said:
Chartwise if it clears 19-20p level it will probably go very mad very quickly because it's an exciting blue sky concept story just being held back by all that technical 'congestion'


big.chart
Click to expand...

.
 
s28 said:
HNR

Good to see technicals play out as I expected from that 19-20p level. Did also highlight this when it first listed at c.15p as the sort of blue sky concept stock which could have a big run. I doubt the fundamental underpinning here after such a fast move but it has momentum and is in uncharted territory which is great place for concept stocks to be. Expect volatility.



.
Click to expand...

Ok 👍
 
Apple does recognize the limitations of harvesting energy without a dedicated transmitter and says the energy gathered from the solar panels could be used to ‘trickle’ a micro battery or super capacitor embedded in the cover.
 
Some of the detritus of AIM showing signs of life

e.g. RRR and RGM led by the widely reviled Andrew Bell

Look at this chart set up

big.chart


Comment from him in RNS today

http://www.investegate.co.uk/red-rock-resources--rrr-/rns/update---colombia/201605110700068444X/

Reduction of costs, and the development of cash flows from each of our key business areas has been our consistent focus. It has taken more than two and a half years of effort to get to this point, where the effort is beginning to pay off. Oil revenues at Shoats Creek and gold royalty flows are going to transform significantly our business, with other revenue streams playing their part."
 
Good stuff on shells here from Shellmeister Adam Reynolds (the guy who brought you ten bagger OPTI and NIPT and currently working on NEW and FRI amongst others)

<iframe width="560" height="315" src="https://www.youtube.com/embed/895tZ-y5AkE" frameborder="0" allowfullscreen></iframe>
 
Video: Bitcoin & Blockchain session from UK Investor Show with Coinsilium & Dom Frisby

Do you understand bitcoin and blockchain? No. Neither do I. At UK Investor Show a panel organised by Coinsilium (COIN) including Dominic Frisby tried to explain the excitement and the investment opportunity.

<iframe width="560" height="315" src="https://www.youtube.com/embed/zFGJVDtkLdo" frameborder="0" allowfullscreen></iframe>
 
its flabbergasting that anyone gives any credence to anything goldman says. they are a bunch of nefarious thieving criminals.

not only were you [MENTION=107620]s28[/MENTION] (and i) right about them reversing all year out of their crap gold call, theyve just done the same with crude. at $30 they were talking about a possible move to $20, and now when they were 50% wrong (!!!) at $45 they go bullish, with a target of $50.

its disgusting.
 
Time to buy miners or just gold miners?

By Andrew Monk, CEO of VSA Resources | Monday 16 May 2016

A couple of weeks ago, the FTSE AIM All Share Basic Resources crossed again to the upside on the 200 day moving average. It did this a year ago as well but lost it back, and then some, with the ‘Sell in May and Go Away’ sentiment which was seriously amplified by the Chinese equity market sell off in the summer of last year. The FactSet chart below shows the story.



The concern and prevailing consensus among institutional portfolio managers and metals analysts is that the scenario will repeat again this year for junior mining equity with a view of prevailing weakness in metals prices and surpluses in supply of most commodities along with a generally still slowing overall Chinese economic story.

Most generalist equity investors also believe the US and Western equity markets will have a weakening share price outlook in coming months in the face of stretched valuations and weaker YoY comparable earnings, while uncertainties over Brexit, the Greek debt negotiations, and US election in November, cause a general reduction of risk in equity toward cash by portfolio managers.

The counter viewpoint would be that Chinese stimulus announced in March is and will keep PMI industrial order flow higher than last year going forward in 2016. One Belt, One Road capital allocation becomes more evident. Basic material order demand would be stronger than currently anticipated and Chinese debt levels and sentiment toward them would not turn more negative. A rise in Baltic Dry Index rates on a sustained basis would be confirmation.

Any weakening of the US$ exchange rate in relation to emerging market currencies would be a big help. In addition, the delay in US Fed interest rate hikes would suggest that the precious metal price rally and ETF purchasing by institutions and bullion purchasing by central banks has further to run than currently appreciated. The Greek debt crisis just won’t go away and the latest ramifications of that will be more evident in the media, supporting precious metals in coming weeks. Meanwhile, YoY comparables of mining firm earnings will continue to be positive as efficiency and cost saving initiatives of 2015 are experienced.

The proof of which is the correct outlook above should become more apparent into mid-June, so watch those Chinese PMI numbers and advance decline ratios in Western markets equities in coming weeks. A general lack of decline, if not continued modest rise, in LME metals prices over the next 6 weeks from current levels would be a very good indicator the counter view is correct for basic materials demand, and therefore sentiment toward mining equity, in H2 2016 and into 2017.

We could have a scenario where generalist sector stocks and indexes move lower while the FTSE 100, precious metals, and mining sector outperform on a relative if not real basis. Relative or real outperformance; either of these are supportive for mining in comparison to other investments at this point. If the Chinese market sells off again, gold and cash will be the only relative safety.

- See more at: http://www.shareprophets.com/views/20780/time-to-buy-miners-or-just-gold-miners#sthash.XQeec9Rt.dpuf
 
<blockquote class="twitter-tweet" data-lang="en-gb"><p lang="en" dir="ltr">NOW LIVE! Podcast No 23 Andrew Bell Chairman + CEO of Red Rock Resources <a href="https://twitter.com/hashtag/RRR?src=hash">#RRR</a> <a href="https://t.co/F85UGdknf1">https://t.co/F85UGdknf1</a> <a href="https://twitter.com/RRR_RedRock">@RRR_RedRock</a> <a href="https://twitter.com/armcmb">@armcmb</a> <a href="https://twitter.com/hashtag/GRL?src=hash">#GRL</a> <a href="https://twitter.com/hashtag/MTR?src=hash">#MTR</a></p>— MiningMaven (@theminingmaven) <a href="https://twitter.com/theminingmaven/status/732167688827637760">16 May 2016</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
 
Hate this sort of market. Absolute crap going up.
Having said that it becomes more about raw demand/supply and charts with huge bases which don't go down on bad news are perfect set-ups for big up moves as demonstrated by some stuff on here recently.
Can't see much I like though on fundamentals prior to Brexit so sticking to gold.

If charts, newsflow potential and gold fundies all line up like ASA, ALO and RRR then I might have a punt.
 
s28 said:
Hate this sort of market. Absolute crap going up.
Having said that it becomes more about raw demand/supply and charts with huge bases which don't go down on bad news are perfect set-ups for big up moves as demonstrated by some stuff on here recently.
Can't see much I like though on fundamentals prior to Brexit so sticking to gold.

If charts, newsflow potential and gold fundies all line up like ASA, ALO and RRR then I might have a punt.
Click to expand...

The opportunities are there. Just look at a company called Sylvania Platinum SLP they have cash and no debt. Brexit fears and Warren Buffett's Berkshire have taken a $1 Billion position in Apple. He really does like to buy when others are fearful.
 
ALO looks like that placing was causing the recent overhang. Once the technical pressure surrounding that abates should have strong newsflow into a rising gold price environment one hopes.

RRR getting some serious '3 line whip' promotion from the usual suspects on the BBs and Twitter. One of the stories is re their Migori gold project in Kenya becoming a viable play again having had their licence to this 1.2m oz resource taken away by Government. Subject to legal proceedings but if it comes back would be huge boon to a £2m mkt cap company given that 'exploration' cost rule of thumb to discover gold resource tends to be put at $10/oz
 
KEFI great chart set up

Ethiopian Govt investing $20m valuing project at $100m
NPV supposedly $200m
KEFI Mkt Cap currently £16m looks to be value and momentum here

big.chart
 
Gold session at UK Investor Show

Worth listening to Peter Hambro as a very experienced operator

<iframe width="560" height="315" src="https://www.youtube.com/embed/K_MYsebuROs" frameborder="0" allowfullscreen></iframe>
 
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