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Long a buy and hold investor, I now believe that buy and hold has to be re-evaluated in a world of ever increasing, instant information and huge gyrations in markets all over the world. A value investor at heart, I anchor my portfolio with conservative funds and blue chip dividend stocks, but... More
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  • Investing in internet domain names (Web addresses) can make you rich!
    Domain Name sales are still flying high, even this year!
     
    Investments can come in many forms. Stocks, Bonds, ETFs, real estate, Gold, Silver, other resources etc. In this extremely bearish environment, there is one fairly new form of investment that has being doing, shall we say, SPECTACTULAR this year. I am talking about investing in the internet domain name market.

    Every time you visit a website, you are going to a "domain name" address. It is the real estate of the internet and since 1996, there have been some spectacular gains made buying and selling internet domains. For example, I have attached a list of "year to date" sales as listed at the Domain Name Journal ( DNjournal.com) so that you can see the top end of sales.

    Keep in mind, as you read the list, that for every 6 and seven figure domain sold, there are thousands sold in the 4 and 5 figure range. Heck, even if you registered a good name and sold it for only $100, you esentially just turned what is known on Wall Street as a 10 bagger. That would be upside of 1,000% because it only costs, on average, $10 to register such names.

    Granted, most of the best names have already been registered, however many names are now bought and sold on the "after market" at sites like SEDO and MONIKER to name just two. So lets say you pay $250 for one of these domains and you sell it for $500. You just made 100% profit on the sale.

    Many "domainers" as they are called, are average people who registered a dozen or so names with the hope of making a quick profit. There are, however, several top end companies that are valued in the hundreds of millions of dollars now because they registered thousands of names, early in the chase, or bought out original holders. I have bought and sold a few domains myself over the years and made a good profit.

    Here is the list from the DNJournal site.  These are actual sales this year to date, and the year is not over.
    Make no mistake, domain names are a valued commodity in the internet age.If you are considering such investments I hope you find this useful.

    I am currently selling Retirefund.com - part of my reasoning for bringing you this list.

    Happy investing.
    HP



    Domain
    Sold For
    Where Sold Date*
    1. Social.com $2,600,000 Moniker/NameQuiver 7/7/11
    2. DomainName.com $1,000,000 Boxcar/
    DomainConsultant
    5/18/11
    3. Aktien.de
    ("stocks" in German)
    €500,000 = $725,000 Sedo 7/27/11
    4. RunningShoes.com $700,000 Pvt Sale 4/27/11
    5.
    tie
    Puzzle.com $500,000 AfternicDLS 5/11/11
    5.
    tie
    GamesForGirls.com $500,000 Sedo 2/23/11
    7. AutoInsurance.org $440,000 MediaOptions 4/6/11
    8. 33.com $358,000 DomainAdvisors 5/25/11
    9. DataCenter.com $352,500 Sedo 6/22/11
    10. Cupidon.com
    ("cupid" in French)
    £175,000 = $285,250 Pvt Sale 5/25/11
     
    11. Grid.com $275,000 Sedo 8/3/11
    12. Action.com $270,000 Sedo 2/9/11
    13. UcakBileti.com
    ("flight ticket" in Turkish)
    $250,000 NoktaDomains 7/7/11
    14. DownloadMusic.com $242,500 Pvt Sale 8/3/11
    15. Driven.com $225,000 Castello Brothers 3/30/11
    16.  Consolidation.com $220,000 Sedo 5/4/11
    17. Billionaire.com $215,000 Sedo 6/22/11
    18.
    tie
    Republic.com $200,000 Sedo 9/28/11
    18.
    tie
    Adventure.com $200,000 MediaOptions 6/15/11
    20. Shield.com $190,000 Sedo 3/30/11
    21. TS.com $186,000 Sedo 2/9/11
    22. Stockbrokers.com $185,000 Pvt Sale 2/9/11
    23. Mind.com €120,000 = $171,600 Sedo 4/6/11
    24. Cars.net $170,000 UpMarketDNs 6/22/11
    25. Favorites.com $165,000 DomainMarket 8/24/11
    26.
    tie
    eSignature.com $150,000 DomainGuardians 8/11/11
    26.
    tie
    BlueJeans.com $150,000 Pvt Sale 3/30/11
    28. CreditCard.net $138,000 Pvt Sale 9/28/11
    29. Beds.co.uk £80,000 = $130,400 Pvt Sale 8/31/11
    30. Mariage.com €92,000 = $129,720 Sedo 3/30/11
    31. InvestmentProperty.com.au AUD 125,001 = $127,501 NetFleet.com.au 9/21/11
    32. HX.com $125,000 MediaOptions 4/13/11
    33.
    tie
    Swag.com $120,000 Latona's Secret Newsletter 9/14/11
    33.
    tie
    OnlineDegree.com $120,000 Sedo 7/27/11
    35.  MAI.com €80,000 = $119,200 Sedo 5/4/11
    36.
    tie
    Minus.com $115,000 Pvt Sale 7/13/11
    36.
    tie
    Won.com $115,000 Moniker/SnapNames 3/2/11
    38. ZY.com $105,999 Sedo 8/24/11
    39.
    tie 
    SilverCoins.com $100,000 Sedo 9/28/11
    39.
    tie 
    SiteWeb.com $100,000 Sedo 9/28/11
    39.
    tie
    Xueqiu.com $100,000 Sedo 9/21/11
    39.
    tie
    Ocean.com $100,000 Boxcar/
    DomainConsultant
    5/18/11
    39.
    tie
    Deals.com.au $100,000 Pvt Sale 4/27/11
    39.
    tie
    Navidad.com $100,000 Sedo 4/20/11
    39.
    tie
    Soulmate.com $100,000 AfternicDLS 1/12/11
    39.
    tie
    XXXBook.com $100,000 Sedo 3/23/11
    47. EJU.com $96,000 AfternicDLS 5/11/11
    48.
    tie
    NBB.com $95,000 Sedo 8/31/11
    48.
    tie
    Juegostonic.com $95,000 Sedo 3/30/11
    50. 06.com $91,888 Sedo 1/26/11
    51. Outreach.org $90,400 NameJet 4/27/11
    52.
    tie
    JuegosDeCocina.com $90,000 Sedo 5/18/11
    52.
    tie
    CEN.com $90,000 Moniker/SnapNames 4/27/11
    52.
    tie
    Defiance.com $90,000 Sedo 4/13/11
    55.
    tie
    XQ.com $85,000 Toby Clements Newsletter/
    PremierPortolfio.com
    5/25/11
    55.
    tie
    ESE.com $85,000 Sedo 5/18/11
    55.
    tie
    DoorHardware.com $85,000 Sedo 3/9/11
    58. Stradivarius.com €60,000 = $84,600 Sedo 3/30/11
    59. Gold.net £50,000 = $81,500 Sedo 3/23/11
    60.
    tie
    Bigcock.com $80,000 HuntingMoon 8/31/11
    60.
    tie
    Phrases.com $80,000 UpMarketDNS 6/15/11
    60.
    tie
    Business.co $80,000 Sedo 5/25/11
    60.
    tie
    TZ.com $80,000 Sedo 2/23/11
    64.
    tie
    MoneyLender.com $75,000 Pvt Sale 9/14/11
    64.
    tie
    POW.com $75,000 Sedo 5/11/11
    64.
    tie
    Melrose.com $75,000 Sedo 5/4/11
    64.
    tie
    LoanQuotes.com $75,000 Moniker/SnapNames 2/23/11
    68. Jewel.com $74,333 Sedo 7/7/11
    69.
     
    Instyler.com €50,000 = $73,500 Sedo 4/27/11
    70.
     
    Sadara.com $71,000 Sedo 7/20/11
    71.
    tie
    AskYourDoctor.com $70,000 AfternicDLS 9/28/11
    71.
    tie
    Bills.org $70,000 Sedo 5/25/11
    71.
    tie
    Fiver.com $70,000 Sedo 4/27/11
    74.  FatBurners.com $66,000 Sedo 6/2/11
    75.
    tie 
    ConsumerBrands.com $65,000 Optimo.com 4/13/11
    75.
    tie
    Violet.com $65,000 Sedo 3/30/11
    75.
    tie
    Inheritance.com $65,000 Sedo 2/9/11
    75.
    tie
    Coyote.com $65,000 Sedo 1/26/11
    79.
    tie
    Kari.com $63,000 AfternicDLS 9/28/11
    79.
    tie
    MAAC.com $63,000 AfternicDLS 1/19/11
    81.  Serbia.com $62,000 Sedo 1/26/11
    82.  All.biz $61,750 Sedo 3/16/11
    83. ADSS.com $61,600 AfternicDLS 1/12/11
    84.  SocialMusic.com $60,558 Moniker/SnapNames 3/2/11
    85.  SaveBig.com $60,279 Moniker/SnapNames 2/9/11
    86.
    tie
    AdNet.com $60,000 Pvt Sale 6/15/11
    86.
    tie
    Chop.com $60,000 AfternicDLS/
    Moniker/SnapNames
    6/15/11
    86.
    tie
    T.ag $60,000 Sedo 5/11/11
    86.
    tie
    Approvals.com $60,000 Sedo 4/20/11
    86.
    tie
    ParkCityRealEstate.com $60,000 Pvt Sale 1/12/11
    91.  SelfEmployed.com $58,000 Sedo 8/17/11
    92. FamilyInsurance.com $57,000 Sedo 1/12/11
    93. Award.com $56,005 Sedo 2/16/11
    94. Xout.com $55,000 Sedo 5/4/11
    95.
    tie
    Business.me €40,000 = $54,800 Sedo 9/21/11
    95.
    tie
    GAZ.com €40,000 = $54,800 Sedo 9/21/11
    97. Lean.com $52,500 Boxcar/
    DomainConsultant
    5/18/11
    98. ePayments.com $52,000 Sedo 6/22/11
    99. MyShow.com €37,500 = $51,375 Sedo 2/23/11
    100. FindInsurance.com $50,500 Sedo 9/14/11
    *Date column (month/day/year) shows date the sale was published in DN Journal
    If you wish to bid on Retirefund.com you can do so at SEDO. Related articles
    Oct 03 6:32 PM | Link | 2 Comments
  • Talison Lithium - Production up 32% - Price up 25% - reserves increased 157% - Sales up 32% - Operating costs down 12% and mine Life extended to 22 years !
     Monday, September 12, 2011
    (Disclosure: I own Talison Lithium, and have been accumulating in Aug and Sept 2011.)
     

    Perth, Western Australia,  September 12, 2011 - Talison Lithium Limited (TSX:TLH | US:TLTHF) today announced results for the fiscal fourth quarter 2011 and fiscal year 2011.

     
    Operational Highlights
      • Construction of the Stage 2 expansion of the Greenbushes Lithium Operations continued during the quarter on time and on budget. 
      • During the quarter, Talison announced updated lithium mineral resources and reserves for the Greenbushes Lithium Operations as of March 31, 2011. Total lithium proven and probable mineral reserves increased by 157% (measured on the basis of total tonnes of contained lithium carbonate equivalent (“LCE”) and mine life of the Greenbushes Lithium Operation was extended to 22 years. 
      • The first drill program at two of the seven salars that comprise the Salares 7 Project in Chile was completed during the quarter with highly encouraging results.
      • Price increases of up to 25% were announced by two of the three other major lithium producers late in the fourth quarter. Talison believes the price increases are indicative of a tightening in lithium supply while global demand remains strong. 
      • Production and sales volumes for the fiscal year 2011 of 342,097 tonnes and 339,501 tonnes of lithium concentrates, respectively (approximately 51,000 tonnes LCE and 50,000 tonnes LCE, respectively), representing a 30% and 32% increase year over year.
      • Operating cost per tonne reduced by 12% for fiscal year 2011 as a result of an increase in plant yields.
    Financial Highlights for the Fiscal Year 2011
      • Earnings before interest, income tax, and depreciation and amortization (“EBITDA”) of A$24.1 million on revenues of A$109.5 million, representing a 29% and a 35% increase respectively, over the 2010 fiscal year.
      • Operating cashflow of A$22.3 million, an increase of A$15.4 million year over year.
      • Net profit after tax of A$22.9 million.
      • Basic earnings per share was A$0.257.
      • Cash and cash equivalents as at June 30, 2011 of A$102.6 million.
    Fourth Quarter Financial Results
    Talison generated revenue of A$26.4 million in the quarter.  In US$ terms, sales revenue was 8% higher than Q4 fiscal year 2010 however, in A$ terms sales revenue decreased 11% q/q as a result of the adverse impact of a 21% increase in the value of the A$ against the US$ between the two periods.
    The Company realized an average sales price (“ASP”) per tonne of lithium concentrate of US$302, above of Q4 fiscal year 2010 ASP of US$298. 
    Talison sold 92,416 tonnes of lithium concentrate during the quarter, a 5% increase over Q4 fiscal year 2010.  Production volume increased 25% q/q as the Company realized the full benefits of the completion of its Stage 1 capacity expansion of the Greenbushes Lithium Operations.
     
    Cash cost of goods sold was A$17.0 million, down 18% qq.  This figure equates to a cash gross margin of 36%.  Cash cost of goods sold decreased as Talison realized economies of scale as it increased production capacity.  Furthermore, the Company implemented processing efficiency initiatives that resulted in a 15% improvement in yield.
    EBITDA was A$5.8 million, steady at 22% of revenue.  EBITDA declined 8% q/q as a result of a 21% increase in the value of the A$ against the US$, offset by an increase in sales volumes and a reduction in operating costs.

    Fiscal 2011 Financial Results
    Talison generated revenue of A$109.5 million for the year, an increase of 35% compared to fiscal year 2010.  The revenue growth reflects both volume growth and better realized pricing.  The Company sold 339,501 tonnes of lithium concentrate, a 32% y/y increase.  Volume grew as Talison realized the benefits of the completion of its Stage 1 capacity expansion.  The Company realized an average sales price per tonne of US$308, a 10% increase from the ASP of US$281 in fiscal year 2010.  Revenue was impacted negatively by the 12% increase in the value of the A$ against the US$.  
     
    Cash cost of goods sold was A$70.6 million, up 22% as a result of the increase in sales volume and 12% reduction in operating costs per tonne lithium concentrate sold.  This figure equates to a cash gross margin of 36%, a significant improvement over the cash gross margin of 29% realized in 2010.  Gross margin improved due to economies of scale resulting from the ramp up of the Stage 1 capacity expansion.  Additionally, processing efficiency initiatives resulted in a 10% improvement in yield.
     
    EBITDA was A$24.1 million, steady at 22% of revenue.  EBITDA expanded 29% y/y, due to both sales growth and improved gross margin, offset by an increase in the A$/US$ exchange rate and non-recurring reorganization costs.

    Fourth Quarter Operations
    During the quarter, Talison made significant progress in a number of key operational areas.  The Company continued expansion of the production facilities at the Greenbushes Lithium Operations, advanced efforts on its mineral conversion plant, and reported positive exploratory results at the Salares 7 project in Chile.  The Company also reported updated lithium mineral reserves at the Greenbushes Lithium Operations.
     
     Talison is doubling its capacity to produce lithium concentrate to 740,000 tonnes per year with the Stage 2 expansion of the Greenbushes Lithium Operations.  Talison will ultimately spend A$65 to A$70 million to complete this project, which should commence operations in the fiscal fourth quarter 2012.  Construction remains on budget and on time.  During the quarter, bulk earthworks were completed, the majority of foundations laid, and construction progressed on the final product stockpile area.
     
    Talison is aggressively pursuing its proposed plant to convert lithium minerals into lithium carbonate (“Minerals Conversion Plant”).  Preliminary engineering and location studies for the proposed Minerals Conversion Plant commenced, with the location study evaluating several Western Australian locations, including at Greenbushes, and one overseas location.  External engineering and environmental consultants were appointed to contribute to the preliminary studies.  Discussions with potential customers regarding future lithium carbonate requirements are also underway.  Talison is receiving considerable encouragement to expedite the development of the Minerals Conversion Plant. 
     
    During the quarter, Talison completed the first drill program at two of the seven salars that comprise the Salares 7 Project in Chile.  The program consisted of initial shallow reconnaissance drilling at Salar de la Isla and Salar de Las Parinas.  Initial results are highly encouraging. 
    Brine analyses at Salar de la Isla indicate:
      • Lithium of up to 1,080 milligrams per liter (“mg/l”) lithium, with an average of 863 mg/l; and
      • Potassium of up to 9,830 mg/l, with an average of 7,979 mg/l
    Brine analyses at Salar de Las Parinas indicate:
      • Lithium of up to 480 mg/l, with an average of 331 mg/l; and
      • Potassium of up to 8,210 mg/l, with an average of 5,650 mg/l
    During the quarter, Talison announced updated lithium mineral resources and reserves for the Greenbushes Lithium Operations as of March 31, 2011. Total lithium proven and probable mineral reserves increased by 157% (measured on the basis of total tonnes of contained LCE) and mine life of the Greenbushes Lithium Operation was extended to 22 years.  Talison believes there will be further opportunities to increase lithium mineral reserves and extend mine life at the Greenbushes Lithium Operations in the future.

    Fiscal 2012 Outlook

     
    Talison expects production of lithium concentrate in fiscal Q1 2012 to be in-line with that of fiscal Q4 2011.  The Company expects sales of lithium concentrate to match production.  Price increases of up to 25% were announced by two other major lithium producers late in our fiscal fourth quarter.  Talison secured price increases for two shipments in fiscal Q1 2012 and believes the price increases are indicative of a tightening in lithium supply while global demand remains strong.  
     
    During fiscal 2012, Talison expects demand to remain strong for both technical-grade and chemical-grade lithium concentrate, and that it will produce and sell at capacity.  Capacity is expected to remain constrained until commissioning of the Stage 2 expansion in fiscal Q4 2012.  Because the commissioning should occur late in the year, the additional capacity will not impact sales until fiscal 2013.  However, the full year of contribution from the Stage 1 Expansion, combined with anticipated process improvements, should enable full year 2012 sales to equate to fiscal Q4 2011 sales on an annualized basis.
     
    Fourth Quarter Financial Results Conference Call
    Talison will host a conference call to discuss the financial results on Monday, September 12, 2011 at 9:00 a.m. EDT.  The call is being webcast by Thomson Reuters and can be accessed at www.earnings.com or at Talison’s website, talisonlithium.com.

    Teleconference call details are as follows:
    North America: +1 (800) 295-4740
    International: +1 (617) 614-3925
    Participant Code: 56641749
    Chairperson: Peter Oliver, Chief Executive Officer and Managing Director

    Replay
    Available from: September 12, 2011, 12:30 PM EST
    Available to: September 20, 2011
    Dial In: +1 (888) 286-8010
    International: +1 (617) 801-6888
    Passcode: 69190363
    To view the entire press release please visit:

    http://www.talisonlithium.com/news.aspx
    Sep 12 1:32 PM | Link | 1 Comment
  • Mining pure money, from the money pits. The "Go to" currencies of Gold and Silver!
    As I have said in a previous post, Gold does not have a price, Gold "IS" the price!

    IT is also my opinion that gold miners are very much undervalued as they now are mining "money" and that the cost of that mining is determined in fiat currency.

    Now does it really matter whether it is the U.S. dollar, the Canadian dollar, the Australian dollar, the Euro, the Chinese RMB, the Brazilian Real, the Chilean or Mexican Peso or any of the devalued currencies of Africa that these miners operate in?  No it does not!  You see, there is a race to the bottom for fiat currencies as governments around the world do not seem to want to own the strong currency left standing.  The United States is no exception.

    The exasperated Swiss have been doing everything in their power to keep their now inflated Franc from being the "go to" currency in Europe. The Canadian and Australian governments have been fretting over their strong dollars for two years now.   As investors flock to a basket of these few stand outs to, hopefully, stem the bleeding, reality is slowly creeping into the investing mindset.

    The "go to " currencies are now quite obvious. They are Gold and Silver!
    Just witness the spectacular growth in new bank paper products like the (NYSEARCA:GLD) and the (NYSEARCA:SLV). Many investors have been flocking to these seemingly smart new plays as a "safe haven" should things get even worse than they already are.(A 60-40 chance at this point). Sorry, but I don't have a lot of faith in "Wallstreet  created" safe havens any more. When I think of all those wonderful derivatives created from mortgage back securities 3-5 years ago, I get a shiver of deja vu as I ponder the gold and silver back derivatives of the (GLD) and the (SLV) and their ilk.

    I own physical gold and silver. I have for years. However it is the gold and silver miners that have caught my fancy in the past 2 years. I have been accumulating a number of them since 2009, (along with other resource sticks) and in particular, this past summer.  You see, I no longer see these as strictly "resource" stocks. I believe that, in this unstable environment, these companies are actually mining money.


    I am listing here 7 gold miners (and one silver) with several mines in operation, increasing production rates and solid management (as evidenced by their operations) Stalwarts Gold Corp (GG) Barrick Gold (ABX), and Kinross Gold (KGC)  as well as some smaller operators have huge upside potential such as SanGold (TSX-SGR) and Brigus Gold (TSX-BRD). 

    I also like one very unique, but speculative stock Nautilus Minerals due to its big first mover advantage (both technical and geographical) in seabed mining. Nautilus is listed in Toronto (TSX-NUS) and in London (AIM-NUS)

    My silver pick is Great Panther Silver (TSX-GPR)


    Although September and October are not historically great months for stocks, they are usually great for gold stocks as India and China approach their marriage season, and the growing middle classes search for physical gold for thier dowries.

    If you do not already own physical gold and silver, or feel you are late getting to that party, (You are not) then maybe you should consider the "Money Miners" for your portfolio.






    Disclosure: I am long KGC, ABX, SLW.

    Additional disclosure: Long SGR-TSX, BRD-TSX, NUS-TSX, Other resource stocks mentioned include Potash Corp, Talison Lithium, Western Lithium and Rodinia Lithium.
    Sep 03 2:40 PM | Link | Comment!
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