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Barry Robbins  

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  • ECRI Makes A Recession Call [View article]
    I see the same business model everywhere on wall street - Put together a message = "the stock market is going to crash", or "we are heading into a major recession". Put together some justifications for your message. On Monday, tell your paying clients about your new message, On Tuesday, let you clients get short the market. On Wednesday, go on "Main Stream Media" and talk up your message. Wait a few months, come up with a new message and repeat the process.
    Oct 2, 2011. 06:02 PM | 1 Like Like |Link to Comment
  • 8 Top Picks From Hedge Fund Billionaire John Paulson [View article]
    Paulson also has a very big stake in future gold producer Detour Gold (DGC.to, DRGDF.pk). Detour will be one of the biggest Canada-focused gold producers in the coming years. Also, the company has great management.
    Sep 25, 2011. 04:10 PM | Likes Like |Link to Comment
  • Move From GLD And SLV Into Physical Funds [View article]
    CEF is 50% gold 50% silver. It has a much smaller premium the PSLV.

    Right now, PSLV has a 19.54% premium to NAV. CEF actually has a -1.6% discount to NAV. That means you get over 20% more metal for the same amount of money.
    Aug 30, 2011. 04:40 PM | Likes Like |Link to Comment
  • Quest Rare Minerals And Tasman Metals Have What It Takes To Be Profitable [View article]
    I have researched a number of rare earth mining companies. They all talk about "rare earths" in general, but have little in the way of timelines for when they plan on actually producing a "product". If a mining company can't even put a date on when they will be able to produce their product, then I think it is too soon to invest.


    I have corresponded with Quest management, and I think it is a very well run company. I used to own shares. But I want to see a plan for production before I invest again.
    Aug 30, 2011. 12:37 PM | Likes Like |Link to Comment
  • Will GORO Ever Find That Magic Pot of Gold? [View article]
    For the author, what are some mining stocks that you like? Thanks.
    Aug 24, 2011. 08:46 AM | Likes Like |Link to Comment
  • Will GORO Ever Find That Magic Pot of Gold? [View article]
    I think at this point it is standard practice to produce the 43-101 as soon as possible. GORO has had sufficient time to produce this. Honestly, I think there are so many corrupt businesses out there - producing a 43-101 is the basic step for establishing credibility for your shareholders. This is a major red flag for me.
    Aug 24, 2011. 08:44 AM | Likes Like |Link to Comment
  • Kingold Jewelry: Kingold or Fools Gold? (Part 2) [View article]
    Zero Hedge put out a list of all the Chinese reverse takeovers (RTOs) about 2 months ago. I went through every stock on the list. I was only interested in stocks that had recent significant insider buying. I wasn't interested in any stock that was "revolutionary", because my experience has been that these companies never deliver. I also wanted companies with detail chinese-language sites. I also wanted to see companies with a lot of cash and little debt. Finally, I know China is buying a lot more gold. I picked these 4: KGJI (biggest position), GPRC (plastic recycling), CPGI (packaging), and CMFO (seafood snacks and algae drinks).

    Short sellers would have investors believe that, literally all RTOs are frauds. I think many are (like Sinoforest), but I see many others that I am convinced are not.
    Aug 20, 2011. 09:38 AM | Likes Like |Link to Comment
  • Kingold Jewelry: Kingold or Fools Gold? (Part 2) [View article]
    I give the author credit for doing his due diligence, but this idea that he is "doubling down on his bluff" is, frankly, ridiculous. Also, I would say a lot has changed in the gold market in China between April 2008 and now. I guess all the job listings the company has on its chinese site is just a scam as well, right?

    www.kingold.com.cn/10z...

    you can translate this page if you view it with the chrome browser
    Aug 19, 2011. 01:39 PM | Likes Like |Link to Comment
  • Two Ways to Profit From Rare Earth Elements Despite China's Stranglehold [View article]
    Rather than hold miners who are many years away from producing the metals, and may possibly not produce the most-needed rare earth metals, I would much rather hold the actual metals that are most in-demand. Dacha Capital (DSM.TO, DCHAF.PK) holds the physical rare earths - mostly dysprosium and terbium.
    Aug 17, 2011. 03:03 PM | Likes Like |Link to Comment
  • Platinum Cheaper Than Gold: A Rare Opportunity [View article]
    CEF is a great vehicle to invested in gold and silver - it is about 50/50 of each. Also, I believe CEF has better ownership verification than other ETFs like GLD, SLV. Here is my off-the-cuff percentages: gold (50%), silver (25%), platinum (15%), palladium (10%).
    Aug 10, 2011. 09:02 AM | Likes Like |Link to Comment
  • Stillwater Mining: Correlation to Palladium Disappearing as Boom Turns to Bust [View article]
    Any preferences between PALL and PPLT? I have been buying PPLT assuming that South Africa might have labor problems that would reduce platinum output.
    Aug 3, 2011. 07:46 PM | Likes Like |Link to Comment
  • 8 Severely Overvalued Stocks to Consider Shorting [View article]
    This is from Harbin's website: "Parent and Tianfu Investments have secured debt financing from China Development Bank Corporation Hong Kong Branch and affiliates of Abax to finance the transaction."

    www.harbinelectric.com...
    Jul 29, 2011. 01:03 PM | 4 Likes Like |Link to Comment
  • Kingold Jewelry: Kingold or Fools Gold? [View article]
    I think it is common knowledge by now that chinese companies don't report their full earnings to the SAIC - they are always less than the SEC reported numbers. I would think you should address why the CEO has been buying so many shares if the shares are so overvalued.
    Jul 29, 2011. 12:49 PM | 2 Likes Like |Link to Comment
  • China Green Agriculture: What if It's Legitimate? [View article]
    I don't know which ones are the frauds. But I am buying the ones that make simple products, like snack foods and beverages (CMFO & ALN), gold jewelry (KGJI), industrial valves (VALV), packaging (CPGI) and plastic recycling (GPRC).
    Jul 20, 2011. 01:47 PM | Likes Like |Link to Comment
  • China Green Agriculture: What if It's Legitimate? [View article]
    I think the Chinese RTOs (that are not frauds) are extremely oversold. I don't like CGA or YONG because I don't believe that humic acid has any benefit for agriculture. I like the RTOs that are showing big insider purchases, like KGJI, SCEI or CPGI.
    Jul 20, 2011. 12:31 PM | Likes Like |Link to Comment
COMMENTS STATS
167 Comments
190 Likes