Thursday's Commodity News To Trade On [View article]
I would argue we have been ahead of the curve having sold out of our truly speculative plays near the top. Those are still deposits in development without any resource estimates to this day. We did get caught in the bigger names when the market swung into risk-off mode, but due to our low initial entry point, we are still up over 100% from those entry prices on every REE stock we own or our clients. REE prices are similar to uranium in that it is a thinly traded market where traders can push it one way or the other quite quickly. Also, the prices producers and purchasers agree on for long-term contracts will ensure that mines are opened for supply and are able to stay in business in order to ensure a steady supply for REE consumers.
The continued fall in REE prices is less an indictment on the industry, and more so one of speculators in China.
Tuesday's Commodity News To Trade On [View article]
Glad the two of you like the Utica, we think it is one of the premier places to be right now and really like the upward potential. Playing the natural gas liquids and oily windows as you can tell by our picks. EVEP should continue to raise that payout - even dramatically- going forward with their property exchange for Utica JV...
Wednesday's Commodity News To Trade On [View article]
Platinum will probably perform like silver, but I would stay away from PGM....with the volume being only 7k a day and 39 million market cap according to yahoo finance, I just get bad feelings about trying to get in and out of that.
These Restaurant Stocks Should Continue Their March Higher [View article]
I will assume we are talking about Pizza Inn here, and at first blush it seems that the market is correct in that the company did not meet the built up expectations. I will be talking with the CEO and possibly the CFO tomorrow and trying to fill in any holes in my analysis.
However when I look at my spreadsheet and what they reported, even when factoring for such items as Thanksgiving (affecting 2 stores), only one store open for the entire quarter, one store not open the 23 day period like the first store was for last quarter, and two stores open over the 23 day period, but still not for the whole quarter I am a bit off. I have a feeling that the first month is a ramp up period and that about 65-70 days out of the total 102 days allocated to new openings fell into this category. Also I believe that the company is testing various grand openings strategies to fine tune the blueprint for when they roll out the franchised units.
Initially I was disappointed, but I am looking forward to talking with the company and figuring out what was going on within the numbers. I will report back as soon as possible after speaking with them and having a chance to reevaluate my numbers.
Right and where do those rare earths come from? Tasman locked up all of the significant rare earth properties in Europe...there are processing facilities - but we are discussing miners and potential miners.
When the initial recommendations are at $1-3/share there is a low cost basis. So yes, some readers are seeing their unrealized gains increase dramatically once again. All about the entry point.
5 Resource Companies Ready To Rally Significantly: Part 2 [View article]
Not hiding. Notice I have said that Europe would be a problem for them if issues persisted, and guess what? Problems persisted. When things get cleared up, these will lead the way higher. The gold can only help.
In fact, EVEP for instance we have been buying on pullbacks. 4.3%+ yield, Utica exposure, you cannot beat that. These stocks are volatile for the most part, so 10%+ moves to the downside and upside are to be expected.
"Today we've seen probably the most worrying day of the crisis so far," writes Mike Riddell, as the contagion spreads to France which "sees a full blown run on its debt," the 30 year yield climbing to 4.43% (against Germany at 2.45%). A debt downgrade is near as French CDS are past the point at which Ireland and Spain received their first cuts. [View news story]
The Obama administration reportedly considers requiring sponsors of the Keystone (TRP) pipeline to reduce the project's environmental risks before it can be approved, which effectively would put off a final decision until after the 2012 election to temporarily avoid antagonizing either the unions that support the pipeline or the environmentalists who oppose it. [View news story]
Just wait until the politicians realize the golden goose which American Capitalism and Intuition has miraculously dropped into their laps. Each shale play is worth about $12 billion in economic output, creates tons of jobs, creates building booms and most importantly gets Americans back to doing what led to America's greatness...Americans building America!
Energy will be a huge job creator in the next decade with numerous pipelines, LNG terminals, and wells drilled not to mention the power plants built and new grids constructed.
'Risk On' Is Back: Why Uranium Stocks Are Poised To Double [View article]
Both Tradetech and Ux Consulting track prices. There are some uranium futures, but that never really caught on. And then Denison does run a fund that holds physical uranium and loans it out. If you go to yahoo finance it is U.TO but that trades at a discount to NAV. The industry uses the Tradetech and Ux prices. uranium.info/ and uxc.com/ .
'Risk On' Is Back: Why Uranium Stocks Are Poised To Double [View article]
I will buy, the article was written on Friday, and there was a huge run up. There are these parameters we have to operate within while publishing on SA, and our statement was we would buy on dips. We expected these dips and it appears we got one today....after 72 hours we are free to initiate positions. These are doubles, there are some smaller juniors in Canada which are triples or quadruples, so when we see a buy we will allocate properly.
Our favorites are URG after a secondary, URZ and UEC as they all will ramp up production.
'Risk On' Is Back: Why Uranium Stocks Are Poised To Double [View article]
The company will need to cover their current burn rate, plus the deficit to actually build and finally the cash buffer to hold them through to positive cash flow. I think they need $10 million when all is said and done just to make sure they can get through any production hiccups. In the junior marketplace however, and during all secondaries, the stocks get hit pretty hard when they announce the secondary offering...and then when those shares eventually hit the market.
No need to own it until after the raising of funds.
Seems someone forgot to tell Xcel Energy that. They own Northern States Power Co. (see map here: http://1.usa.gov/tD5Unm). Homework was done, just remember there is always a way around these requirements set forth by state law.
Thursday's Commodity News To Trade On [View article]
The continued fall in REE prices is less an indictment on the industry, and more so one of speculators in China.
Tuesday's Commodity News To Trade On [View article]
Wednesday's Commodity News To Trade On [View article]
These Restaurant Stocks Should Continue Their March Higher [View article]
However when I look at my spreadsheet and what they reported, even when factoring for such items as Thanksgiving (affecting 2 stores), only one store open for the entire quarter, one store not open the 23 day period like the first store was for last quarter, and two stores open over the 23 day period, but still not for the whole quarter I am a bit off. I have a feeling that the first month is a ramp up period and that about 65-70 days out of the total 102 days allocated to new openings fell into this category. Also I believe that the company is testing various grand openings strategies to fine tune the blueprint for when they roll out the franchised units.
Initially I was disappointed, but I am looking forward to talking with the company and figuring out what was going on within the numbers. I will report back as soon as possible after speaking with them and having a chance to reevaluate my numbers.
Playing The Rare Earths Summit [View article]
Playing The Rare Earths Summit [View article]
5 Resource Companies Ready To Rally Significantly: Part 2 [View article]
In fact, EVEP for instance we have been buying on pullbacks. 4.3%+ yield, Utica exposure, you cannot beat that. These stocks are volatile for the most part, so 10%+ moves to the downside and upside are to be expected.
"Today we've seen probably the most worrying day of the crisis so far," writes Mike Riddell, as the contagion spreads to France which "sees a full blown run on its debt," the 30 year yield climbing to 4.43% (against Germany at 2.45%). A debt downgrade is near as French CDS are past the point at which Ireland and Spain received their first cuts. [View news story]
Best Bets To Get In On The Utica Shale [View article]
"CONSOL Energy (CNX) has 200,000 net acres of leaseholds in the oil window."
Hess has 50% of that, so it is 200,000 gross acres, 100,000 net acres which dramatically alters the analysis on CONSOL.
The Obama administration reportedly considers requiring sponsors of the Keystone (TRP) pipeline to reduce the project's environmental risks before it can be approved, which effectively would put off a final decision until after the 2012 election to temporarily avoid antagonizing either the unions that support the pipeline or the environmentalists who oppose it. [View news story]
Energy will be a huge job creator in the next decade with numerous pipelines, LNG terminals, and wells drilled not to mention the power plants built and new grids constructed.
'Risk On' Is Back: Why Uranium Stocks Are Poised To Double [View article]
'Risk On' Is Back: Why Uranium Stocks Are Poised To Double [View article]
Our favorites are URG after a secondary, URZ and UEC as they all will ramp up production.
'Risk On' Is Back: Why Uranium Stocks Are Poised To Double [View article]
No need to own it until after the raising of funds.
Potential Takeover Targets: Utilities [View article]
5 Resource Companies Ready To Rally Significantly: Part 2 [View article]