Retirefund

Special situations, deep value, long/short equity, contrarian
Retirefund
Special situations, deep value, long/short equity, contrarian
Contributor since: 2011
I can't believe we have to liquidate these valuable internet properties at these ridiculously low prices, but liquidation must occur and that means value for those able to pick up these assets at fire sale prices.
Officers of growing Microcap like Timmins Gold don't buy their shares in the open market, en masse, on the basis of nonsense, They buy because they know the value of their own company......That's why we bought this week.....see....http://bit.ly/1Jonp4t
It is now June 2015 and I just bought Organovo after a 40% pullback.....good luck or good timing I don't know, but I am a believer in the stock.....also...55 patents in human cell delivery systems makes this microcap a must on my watch list as well......http://seekingalpha.co...
BIOCEPT and others in the same space, could benefit greatly from a partnership with Sernova Corp.....55 patents in human cell delivery systems makes this microcap a must on my watch list......http://seekingalpha.co...
This has been a loser for good reasons...Like Warren says "don't lose the money"!.....What I do like....55 patents in human cell delivery systems makes this microcap a must on my watch list......http://seekingalpha.co...
BIOdel should explore teaming up with Sernova Corp to utilize their new "cell Poach tm" delivery system......with 55 new patents in human cell delivery systems, Sernova Corp is tops on my watch list......http://seekingalpha.co...
I like BIO RAD but I like growth opportunities better and with 55 patents in human cell delivery systems this microcap is a must on my growth watch list......http://seekingalpha.co...
Long CEL however....55 patents in human cell delivery systems makes this microcap a must on my watch list as well......http://seekingalpha.co...
Long CTIX as well however....55 patents in human cell delivery systems makes this microcap also a must on my watch list......http://seekingalpha.co...
55 patents makes this microcap a must on my watch list......http://seekingalpha.co...
Maybe you should turn your attn to a much better bet in this space....55 patents in human cell delivery systems makes this microcap a must on my watch list......http://seekingalpha.co...
55 patents in human cell delivery systems makes this microcap a must on my watch list......http://seekingalpha.co...
I am watching this little guy climb the stem cell research ladder.....http://seekingalpha.co...
Fundamentals? Really? It occurs to me the "Fun"damentals are severely overshadowed by Central Bank policy......the foreboding is real, for good reason!!
Is Materion in the process of, or currently manufacturing an alloy to compete with "Beralcast" which recently won a contract for the Lockheed F35 Lightening II optics system?
What will we need to see before TNR shareholders begin to see benefit from this arrangement?
You make some valid points however you fail to address the obvious comparison....After Breton Woods, the US Dollar became the "new gold standard"...Since gold cannot be printed, and since there have been approx 20 Trillion dollars printed in the past 9 years, how do you explain the comparison?
Yes, deflation is the new scare, and that would be essentially bad for gold prices, however, it is well known that the World's Central Banks, and in particular, the U.S. Fed "always" choose inflation over it's ugly cousin and they have made that point over and over again over the past five years or so. Yes, M2 has been decelerating over those years, but what happens when in reverses, which it inevetably will? There isw a strong argument for the other side of this trade in the long term, maybe even the medium term, don't you agree?
Doesn't TNR Gold still own 25 to 50% of ILC?
Considering MUX. Watching closely.
Long BRD. It's a great story with a deliberate upward momentum.
Just wondering why SA editors print your randem thoughts whenever you decide to jot some down, with no analysis, charting, reasoning, research or external source provided.
Do you still get paid for this stuff?
All a penny stock like Rodinia has to do is "heat up" , and I believe it will.....I own some Rodinia as well as others mentioned here.....http://bit.ly/184Qltx
Excellent article! Thanks for your thoughts! You might have added Flinders (FDR-T) to the mix as they just starting shipping graphite to Germany from their Woxnia site.
Thanks for your input. I agree, This should have been allowed as an article, but SA rules basically forbid it.
Common sense article. Thanks
Here's a sure way to become a millionaire!
Stuff a billion dollars in U.S. cash in your mattress. Wait long enough and you will definately be a millionaire!
agree....lack of bullish sentiment is usually a contrary indicator. Bull markets always climb a wall of worry, central banks always land on the side of inflation, and a rising market is often a percusor to inflation. There is an insane race to the bottom for national fiat currencies in hopes of driving their markets higher.
Will it all end badly? Most likely, but enjoy the ride for now!
Oversold might indeed be an understatement, especially in the junior and mid tier producers who have been hammered the most, but still produce in the 100,000 oz range every year.
Can you say takeover targets....
floor or no floor, the games will still get played by the same people who have been playing them in this market for 20 years now. However, it is getting to a point where the bull market for physical gold will impact their ability to play games.
86% of last years entire world production of physical gold went to three countries, China, India and Russia. This is a massive transfer of wealth from west to east, and it will continue. It will end the days of the big gamers in the paper market.
See--Gold sees largest one day pop since last June on strength of physical buying-->http://dld.bz/c29aJ
The logic is sound but what cash? I bought the Chinese Yuan and Mexican Peso 18 months ago and they have both increased against gold and the USD. I bought Sony as the Yen took a dive and it did quite well (In one month)
Do you believe the USD stays stable from here? Goes higher? Lower? How about Bitcoins? They seems to be doing well lately!

When you refer to the great depression returning, are you being U.S. centric? After all that decade saw the rise of Japan and Germany, at our expense.
Should we sell the British pound against the USD? How about the Brazilian Rial, the Canadian dollar? The Aussie dollar? The United States is a great Country, but is it possible that you are not looking beyond it's borders?
The logic is sound but what cash? I bought the Chinese Yuan and Mexican Peso 18 months ago and they have both increased against gold and the USD. I bought Sony as the Yen took a dive and it did quite well (In one month)
Do you believe the USD stays stable from here? Goes higher? Lower? How about Bitcoins? They seems to be doing well lately!

When you refer to the great depression returning, are you being U.S. centric? After all that decade saw the rise of Japan and Germany, at our expense.
Should we sell the British pound against the USD? How about the Brazilian Rial, the Canadina or Aussie dollars? The United States is a great Country, but is it possible that you are not looking beyond it's borders?
How does this explain the extreme increase in physical gold and silver buyers this past week? It seems that the metric used for the gold price (GLD et al) does not capture the interest in the physical side, especially in Asia, but to a lesser extent, here in North America.
Why would China import 835 tons of gold last year, while keeping all of it's own production (It is the number one producer in the world today). How do you explain why 86% of the total worlds production of gold last year went to three countries, China, India and Russia.
To me it sounds like a massive transfer of wealth from West to East, on a scale never before seen. How does this factor into your analysis/equation?