Comments on Giulio D. Iaconi's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/giulio-d-iaconi/articles http://seekingalpha.com/article/143047-transocean-in-troubled-times-but-not-for-long?source=feed#comment-568553 568553 Tue, 30 Jun 2009 12:16:44 -0400 http://seekingalpha.com/article/145346-herculean-effort-at-hercules-offshore?source=feed#comment-564558 564558 Sat, 27 Jun 2009 01:20:00 -0400
My opinion is that they are stacked too much in one geographic region, and they lack flexibility. As others suggested, I would bias deepwater drilling specialists, or companies involved in that, though like anything research is highly suggested.

Volume across many of the tanker companies, drillers, and smaller oil services companies was high today. I saw four of my holdings trade up on huge volumes. I wish I had a good explanation why, but so far all I have come across is more active program trading.]]> http://seekingalpha.com/article/145346-herculean-effort-at-hercules-offshore?source=feed#comment-563619 563619 Fri, 26 Jun 2009 11:16:31 -0400 http://seekingalpha.com/article/145346-herculean-effort-at-hercules-offshore?source=feed#comment-563575 563575 Fri, 26 Jun 2009 10:46:54 -0400 http://seekingalpha.com/article/145346-herculean-effort-at-hercules-offshore?source=feed#comment-562146 562146 Thu, 25 Jun 2009 11:39:14 -0400 http://seekingalpha.com/article/145346-herculean-effort-at-hercules-offshore?source=feed#comment-562090 562090 Thu, 25 Jun 2009 11:21:14 -0400 http://seekingalpha.com/article/143047-transocean-in-troubled-times-but-not-for-long?source=feed#comment-555435 555435 Sat, 20 Jun 2009 14:33:09 -0400 http://seekingalpha.com/article/143047-transocean-in-troubled-times-but-not-for-long?source=feed#comment-546330 546330 Sun, 14 Jun 2009 17:39:46 -0400 ]]> http://seekingalpha.com/article/142857-wheaton-s-silver-lining?source=feed#comment-546220 546220 Sun, 14 Jun 2009 14:49:42 -0400 http://seekingalpha.com/article/142859-agrium-s-bold-cf-bid-nothing-short-of-genius?source=feed#comment-545438 545438 Sat, 13 Jun 2009 16:46:43 -0400 http://seekingalpha.com/article/142859-agrium-s-bold-cf-bid-nothing-short-of-genius?source=feed#comment-544803 544803 Fri, 12 Jun 2009 21:57:46 -0400 http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-544733 544733 Fri, 12 Jun 2009 20:44:05 -0400
Disclosure: Long ECU Silver Mining; Energold Drilling]]> http://seekingalpha.com/article/142857-wheaton-s-silver-lining?source=feed#comment-544218 544218 Fri, 12 Jun 2009 14:08:35 -0400 http://seekingalpha.com/article/142857-wheaton-s-silver-lining?source=feed#comment-543779 543779 Fri, 12 Jun 2009 10:12:03 -0400
The business model is awesome but they have not had the growth in revenues and bottom line to justify the valuation. ]]> http://seekingalpha.com/article/142857-wheaton-s-silver-lining?source=feed#comment-543613 543613 Fri, 12 Jun 2009 08:56:43 -0400 http://seekingalpha.com/article/142857-wheaton-s-silver-lining?source=feed#comment-543575 543575 Fri, 12 Jun 2009 08:36:37 -0400 http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-543504 543504 I would not own this stock or any mining company that has a mine > in Bolivia, as does CDE. Nationalization is always a concern there. > > > If you want to own a mining stock, look into Jaguar Mining (http://seekingalpha.com/symbol/jag), > based in geopolitcally safe Brazil. Jaguar Mining expects to raise > production capacity by a whopping 600% by 2014. > > This massive production increase combined with coming inflation pretty > much eliminates any downside risk.]]> Fri, 12 Jun 2009 06:11:26 -0400

On May 31 03:32 PM Mayascribe wrote:

> I would not own this stock or any mining company that has a mine
> in Bolivia, as does CDE. Nationalization is always a concern there.
>
>
> If you want to own a mining stock, look into Jaguar Mining (seekingalpha.com/symbo...),
> based in geopolitcally safe Brazil. Jaguar Mining expects to raise
> production capacity by a whopping 600% by 2014.
>
> This massive production increase combined with coming inflation pretty
> much eliminates any downside risk.]]> http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-539178 539178 Rich: I believe silver will be in the $40 area within the Next 3 > Years. But you did not take a haircut, no one did. The total price > valuation is exactly the same. > > What is not the same, Earnings of 10 cents will now be Earnings of > $1.00. That makes a really big difference to Analysts.]]> Tue, 09 Jun 2009 14:31:06 -0400

On Jun 01 12:51 PM Freya wrote:

> Rich: I believe silver will be in the $40 area within the Next 3
> Years. But you did not take a haircut, no one did. The total price
> valuation is exactly the same.
>
> What is not the same, Earnings of 10 cents will now be Earnings of
> $1.00. That makes a really big difference to Analysts.]]> http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-539172 539172 Tue, 09 Jun 2009 14:24:53 -0400 Sad very sad.
]]> http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-531215 531215 Wed, 03 Jun 2009 23:17:23 -0400 It's too bad, because Coeur was severely undervalued - not so sure now.]]> http://seekingalpha.com/article/140419-encana-likely-to-bounce-back?source=feed#comment-528188 528188 Tue, 02 Jun 2009 11:57:43 -0400 http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-526977 526977 Mon, 01 Jun 2009 15:45:34 -0400 Most other CEO's with Mr. Wheeler's dismal performance would have been forced out, but he remains because he has all the power.]]> http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-526958 526958 Mon, 01 Jun 2009 15:35:03 -0400
Re. Bolivia, those who have spoken about the risk are correct. I have lived in Bolivia, and I understand the political and business climate there. Contracts and the rule of law are not respected. Bolivia is on a path to confiscate large ranches right now- especially in Santa Cruz province. They have nationalized private mining and energy properties in the past. Right now, Bolivia appears to be cooperating with mining companies (because the government is broke), but that could change overnight.
]]> http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-525940 525940 Mon, 01 Jun 2009 01:05:59 -0400 http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-525871 525871 Sun, 31 May 2009 23:10:42 -0400
They could clear $260 Million annually. The number of shares are 1/10th of what they were.

CDE is currently getting rid of the disenchanted and moving into stronger hands. This is a normal process.

You have your opinions, I have mine. I feel CDE will earn $4-5/shr in the next few years because of the reverse split. It will be above $50.]]> http://seekingalpha.com/article/140436-expect-fuel-systems-solutions-to-rise-once-oil-increases?source=feed#comment-525837 525837 Sun, 31 May 2009 22:31:19 -0400 http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-525828 525828 Sun, 31 May 2009 22:26:36 -0400 - any mine in Bolivia is seriously subject to nationalization. Bolivia's Presidente - Morales is another Castroite and could very possibly follow Venezuala's example of nationalizing industry. I use to own Apex Mines when they owned San Cristobal -- supposedly the richest potential Silver mine on Earth. Then Morales was inaugurated wearing
a Coca leaf necklace and I got out at the first opportunity. Now Apex is worth Zero.]]> http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-525800 525800 Sun, 31 May 2009 21:47:21 -0400 http://seekingalpha.com/article/140430-coeur-d-alene-mines-some-risk-but-big-reward-is-possible?source=feed#comment-525768 525768 Sun, 31 May 2009 21:05:05 -0400 http://seekingalpha.com/article/140419-encana-likely-to-bounce-back?source=feed#comment-525718 525718 Sun, 31 May 2009 19:55:29 -0400
The one thing I don't know is how far out do the hedges go, becuase when they expire (is that the right term) then Encana's profit might drop significantly.

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