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Peter Epstein  

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  • Uranium Resources Buys Anatolia Energy To Create A Stronger Uranium Company [View article]
    It makes no sense whatsoever to debate the future of uranium demand. It's clear that anyone buying a uranium company's stock is bullish on the price of uranium increasing (timing unknown). The long-term price is I think at $49/lb.

    I have no idea where uranium prices are headed. I thought the spot price would NEVER go below 40/lb, $35/lb $30/lb and $25/lb. I was correct on 1 of 4 of those assumptions. If one wants (contrarian) exposure to uranium, the author thinks that a merged URRE/AEK is a good one to watch.
    Aug 1, 2015. 07:48 AM | Likes Like |Link to Comment
  • Accelerize: Expanding Market? Rapid Sales Growth? Piece Of 'CAKE' [View article]
    Another awesome piece by Daniel Carlson. He doesn't write 3 articles per week, he does very extensive due diligence and then writes the article, maybe a few per month?

    If you're not following this guy, you're an idiot. Just kidding, but I get to see his picks first by following him, so do as you please
    Jul 22, 2015. 03:59 PM | 1 Like Like |Link to Comment
  • With 3 Near-Term Catalysts And Heavy Insider Buying, This Biotech Should Be In Your Portfolio Now [View article]
    uwa wrote on April 29th, the post below. uwa seems to know the situation quite well. Today, July 14th, the transaction(s) appear to be going down. LVN stock is down 65% due to the asset split, etc.

    uwa, any news that you can report subsequent to your April 29th post? Thanks again.

    Comments (26)| + Follow | Send Message
    I can see you don't understand the PGLC arrangement. Doc also purchased a good percentage of Levon Resources as well as PGLC. Doc also between Opko Health and Doc personally own 66% of a Private company called Sci-Vac in Israel. LVNVF Levon Resources is about the do a Merger/Stock Deal with Sci-Vac to combine these two companies. As soon as that is completed the names of the companies will be changed. Spin-Co being the name of the newly split off Mining company and Levon being the Bio-Tech company. Eventually they will be renamed to Levon for the mining portion and Sci-Vac being the Drug company. Yes it sounds strange but Trust Doc Frost the primary reason it to quickly get Sci-Vac listed on the US Exchanges rather than the long costly method he went through over the Prolor process a couple years ago.
    After that whether Doc will keep the gold mining stocks or sell them who knows. Stay tuned and watch him in Action.
    Follow and Invest with the Billionaires will make you money as well.
    John k9uwa Long OPK4bagger, COCP3bagger, LVNVF, NVCN, ARRY, CDXC, LTS and a few other Non-Frost stocks
    Jul 14, 2015. 11:52 AM | Likes Like |Link to Comment
  • Lithium Demand Could Spike More Than Many Believe [View instapost]
    Cobre Montana (CXB) Australia....Looks very interesting as well.
    Jun 21, 2015. 10:43 AM | Likes Like |Link to Comment
  • Extraordinary Skew - How Reward Outweighs Risk At Laredo Oil [View article]
    Thank you for another excellent article and another great, albeit speculative, stock to watch. I know another "smart money" investor who's very excited about the risk/reward of this company as well.

    Have you ever spoken with anyone at management? It's clear that communication with investors is lacking, but I was wondering if you were able to reach the company and have them tell you very little?
    Jun 20, 2015. 08:27 AM | 2 Likes Like |Link to Comment
  • Here's Why Alliance Resource Partners Will Outperform Alliance Holdings [View article]
    According to this article, ARLP holds all of the debt and AGHP none? How does that figure into things? I guess if ARLP goes down the tubes due to a death spiral, AGHP will as well due to its 42% holdings of ARLP and GP status.

    Any thoughts on this?

    One should assume flat coal prices from now until the end of 2016. That's a reasonable and hopefully a bit conservative assumption. Remember, ARLP operates in the 2 best regions in the country - NAPP and ILL. And, I think it would make sense to assume a flat distribution rate until the end of 2016.
    One thing the author states,
    "If ARLP lowers its distribution to $2 per unit and maintains it at that level, ARLP would be worth approximately $25 based on a 8% yield. This represents a 5% downside versus current prices."
    I'm not sure I agree. A distribution cut (way more draconian than a flat distribution) would signal to the markets that there is something totally wrong. The unit price would be lower.
    Jun 17, 2015. 08:56 PM | Likes Like |Link to Comment
  • Hard Rock Mining Of Lithium Compared To Lithium Brine Harvesting [View instapost]
    Article my friend, write that article that's in you. I don't disagree with your analysis. The only thing is that deposits are not the same as mines, i.e. Tibet and Bolivia.
    Jun 17, 2015. 08:33 PM | Likes Like |Link to Comment
  • Hard Rock Mining Of Lithium Compared To Lithium Brine Harvesting [View instapost]
    Good question. In Nevada Rockwood is the only operating brine lithium project in North America. That operation has been around for decades. There's been plenty of water to satisfy Rockland's needs. I believe WLC, DJI.v DJIFF, PE.v will be okay on that front. That would be one of the very first questions the management teams would ask to make sure. The brines themselves are a mixture of water and salts from with lithium is precipitated from.
    Jun 14, 2015. 09:40 AM | Likes Like |Link to Comment
  • Alliance Resource Partners Is Significantly Undervalued With A 9% Yield [View article]
    what email if you happen to have it handy? Thanks
    Jun 13, 2015. 04:13 PM | Likes Like |Link to Comment
  • Alliance Resource Partners: Answering Questions About Its Debt And Distribution [View article]
    NRP, once told me. why should we increase the disruption now. with the yield already at 12%? That was some time ago.....
    Jun 13, 2015. 04:10 PM | Likes Like |Link to Comment
  • Alliance Resource Partners: Answering Questions About Its Debt And Distribution [View article]
    Thanks for feedback. What I was really wondering was, would the unit price decline significantly thereby giving us the opportunity to buy cheaper units.
    Jun 13, 2015. 04:07 PM | Likes Like |Link to Comment
  • Alliance Resource Partners: Answering Questions About Its Debt And Distribution [View article]
    What do readers think would happen to the unit price if the company announced no increase in the distribution this coming quarter and also strongly implied that the distribution would remain unchanged for the next several quarters to help pay down debt?
    Jun 13, 2015. 08:20 AM | 2 Likes Like |Link to Comment
  • Alliance Resource Partners Is Significantly Undervalued With A 9% Yield [View article]
    I apologize if this question has already been asked or is contained within the article, but has anyone ever spoken with ARLP mgmt? I've tried and never got anywhere.
    That's not to say I think there's something fishy going on, I truly don't..... anyone have a name or contact or phone #?
    Jun 12, 2015. 01:30 PM | Likes Like |Link to Comment
  • Golden Reign Resources: An Undervalued Compounding Machine [View article]
    Even though a 5% discount factor is too low, I concur with other comments made that 5% provides an apples to apples comparison to many other PEAs and PFS' in multiple natural resource sectors. As long as the sensitivity to using NPV(5%) is listed along with higher discount rates, I'm comfortable with the analysis. In this case, an NPV(8%) might be a good compromise, due to some projects sticking with 5% and others being more conservative at 10%. Gold projects even at PEA stage almost always state NPV(5%), correct?

    8% discount factor provides NPV of $63 million, is that the findings of this message board?
    Jun 10, 2015. 08:40 AM | Likes Like |Link to Comment
  • Lithium Demand Could Spike More Than Many Believe [View instapost]
    you said, "what do you find is the best vehicle to put large bets onto the bullish Li prices thesis? For now, I'm looking at the battery components."

    a big problem in the space is that it's hard to get invested in it. large players like ALB, SQM and FMC are not pure-plays. As you said, the ETF LIT is not good either. If you don't want the risk of a junior, I don't know what else there is.
    Jun 8, 2015. 10:20 AM | Likes Like |Link to Comment
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