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  • Quick Chat Number 132. Beginning 12/23/10 96 comments
    Dec 23, 2010 6:58 AM


    Thanks to all who participate here, in OG's Quick Chat.  Please be respectful and appreciate the liberty of this space.
    There will likely be only one more QC posted by me (98th).  H.T. Love will begin managing this blog with the first post after December 26. He is planning to continue posting at this location.  

    Best wishes to all, for a happy holiday season.
     
     In the past few days discussions have included coal and energy, with some alternative energy stocks again being mentioned. There is ongoing but less prominent discussion of rare earths and precious metals as these have traded in a range recently. Some limited favorable comments on select financials are beginning to appear. Retail and homebuilders are receiving preliminary, cautious comments.

     If I could do a word cloud of the comments, I bet the  topics mentioned here would prove to be a leading indicator. 
     
    Stocks discussed in QC 131:  AG, ANR, AXPW, BSDM, CAGC, CLDX, CPST, CRDC, DANG, DDIC, GBG, GDLNF, HBAN, HDY, HTM, ICO, IMAX, IMGN, IVAN, JAG, KNDI, LPH, LYSCF, MCP, MEE, MT, NAK, NATUF, NUSMT, NVAX, PAL PLG, PSEC, RFO, RTN, S, SLW, SVM, V WFC, XIDE, YONG
    .
    Participants are requested to make appropriate disclosures with regard to investment positions.
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Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (96)
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  • QuickChat
    , contributor
    Comments (270) | Send Message
     
    Author’s reply » Last Comment on QC 131, by TripleBlack

     

    "S&P (Hong Kong exchange) took a late hit, down 1.52%. ASX however was up slightly (20.6 or about .43%).

     

    Lynas (LYSCF.PK) was down, A$.025 or 1.5%.

     

    Greenland Minerals (GDLNF.PK) was up, A$.03 or about 3%. They also announced a strong revision to their trading guidelines for insiders: asx.com.au/asxpdf/...

     

    This could be an interesting "read" on future moves by this extremely volatile REE/Uranium junior.

     

    These are the only 2 Au companies I currently hold. "
    23 Dec 2010, 07:01 AM Reply Like
  • lower98th
    , contributor
    Comments (1411) | Send Message
     
    Triple has a new Rare Earths post:

     

    seekingalpha.com/insta...
    23 Dec 2010, 07:05 AM Reply Like
  • lower98th
    , contributor
    Comments (1411) | Send Message
     
    Here's a troll question. Is it possible for a computerized system to be flagging word combinations and/or commenters? I've noticed in the QC's and in my own comments that a negative thumb or two often appears in the first milliseconds after posting, with no others as follow-up. It happens so quickly that there would likely not have been time for a casual reader to notice the remark in comments, select the article, find the comment, and respond with a thumb. Most of my comments don't get a down, but certain topics will get one every time. The ones that get lots of downs, you know its gonna happen but you say it anyway.....
    23 Dec 2010, 08:14 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    Yes. "Bots" can monitor and respond.

     

    HardToLove
    23 Dec 2010, 08:19 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Whatever is happening it will go away when SA finally drops the negative thumb option.
    23 Dec 2010, 09:15 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Whiskers are twitching... setting stops...
    23 Dec 2010, 08:43 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Happy Holidays to all the Renegades and their loved ones!

     

    "The Supreme Court has ruled that they cannot have a nativity scene in Washington, D.C. This wasn't for any religious reasons. They couldn't find three wise men and a virgin."--Jay Leno

     

    ####

     

    A little festive penny gift via OyGee and myself: Check out Zalicus (ZLCS); I have shares that have gone up 14% since December 6th. Some promising treatments and meds in their pipeline.

     

    www.zalicus.com/
    23 Dec 2010, 11:57 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Lower: It must be X-mas. I just got an auto thumbs up on my previous comment. It was there *exactly* when I hit, "Publish."
    23 Dec 2010, 11:59 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Stranger and stranger... I am the one that provided the thumbs up, and you had already published your auto thumbs up comment at that time.... I only see the one thumbs up... how many are you seeing?
    23 Dec 2010, 12:10 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Two.
    23 Dec 2010, 12:38 PM Reply Like
  • Silentz
    , contributor
    Comments (716) | Send Message
     
    Hmm....I see three... ;-)
    23 Dec 2010, 12:43 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    One, two, three, ~~~It's so easy~~~like taking candy~from a baby~~~

     

    Sheesh! Showing my age!
    23 Dec 2010, 12:49 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    I see two on the original that Maya says got the auto thumb... I see three on his comment calling attention to the auto thumb...

     

    One o'clock, Two o'clock, Three o'clock rock... now that's age...
    23 Dec 2010, 12:54 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    I did some rebalancing this morning... I took profits on (UNP).
    I reopened my position in (VZ)...

     

    I added to my positions in (SFL) and (GLNG).

     

    I opened a new position in (SDRL).

     

    I might be doing an insta on the LNG play over the holidays...
    23 Dec 2010, 12:11 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Dec 23 (Reuters) - Greek drybulk carrier Diana Shipping Inc (DSX.N) said it will spin off 80 percent of its current interest in its containership unit.

     

    The Athens, Greece-based company, which has a 55 percent interest in Diana Containerships, said it will distribute about 2.7 million shares of the unit.

     

    The company said Diana Containerships common stock is expected to begin regular trading on Nasdaq on January 19, 2011 under the symbol "DCIX".

     

    The company said its shareholders will own about 44 percent of Diana Containerships immediately after the distribution on Jan. 18.

     

    Shares of Diana Shipping closed at $12.94 on Wednesday on the New York Stock Exchange. (Reporting by Soham Chatterjee in Bangalore; Editing by Joyjeet Das)
    __________________
    Interesting.... I would think the share price of (DSX) would drop after the distribution... but what price would the new (DCIX) come in at? 44% of the current (DSX) price? What do you think the share price for (DCIX) will do after it opens? (DSX) is pretty flat on the news...
    23 Dec 2010, 12:20 PM Reply Like
  • Freya
    , contributor
    Comments (3369) | Send Message
     
    take a look at 2 other shippers both of which Pay divs

     

    SB and SBLK
    25 Dec 2010, 06:37 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Placed a stop on (IMAX) and a 30 day program for (CPST) @ $0.92. Both stocks went up. If any one wants a small bump let me know I'll place a contrary bet and Voilà; your wish come true. LOL. Went lurking the shopping scene last night. Malls seem to have a lot of foot traffic, but most of it looks like youngsters checking out each other. FYE seems to be doing well again teens buying CDs and DVDs I don't know if it's biblically traded but I wouldn't buy it. Big box operations were crowded as well but the plates in the parking lots were mostly from Mexico and they were buying. Probably safer shopping on this side of the border. Best holiday wishes to all the Renegades and those they hold dear. Good luck on the big board today gang.
    23 Dec 2010, 12:33 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    CNBC relates that a Nigerian pipeline sabotage has occurred. The CEO of Gulf Oil expects a one in four chance that the $147 previous high for oil will be blown out by Memorial Day; expects gas prices will be north of $4.00 by this day.

     

    www.cnbc.com/id/40794066

     

    Added (ATPG).
    23 Dec 2010, 01:06 PM Reply Like
  • Tom Au, CFA
    , contributor
    Comments (6879) | Send Message
     
    "The CEO of GULF OIL" (of Pittsburgh, where I come from)?

     

    You mean of the Chevron subsidiary?
    23 Dec 2010, 02:39 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    G&D: Do you live in the 'Burgh now? I lived there much of my life. Went to North Allegheny H.S., the 2010 PIAA Quad A State Champion Football team, I'll add.
    23 Dec 2010, 03:59 PM Reply Like
  • Tom Au, CFA
    , contributor
    Comments (6879) | Send Message
     
    No, left 30 years ago. Went to Fox Chapel High School.
    23 Dec 2010, 05:29 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (7517) | Send Message
     
    Well, here's my anecdotal follow up on retail in our area (Virginia). I made three trips in the last two days while I was out running other errands. The parking lots were pretty at all times, late morning, afternoon and evening (both early and late) but the cars thinned out some during the dinner hour (6-7 p.m.). I strolled through 7 or 8 stores and looked inside several others. Foot traffic was good, but not spectacular like I've seen in the past. It looked more like a typical Saturday afternoon shopping crowd, as far as numbers. I did not witness a single check out line with more than one person waiting while another was being checked out in any store. The only area that appeared to have less than normal stock was electronics, and that was very spotty. I'd say that the only thing in our area that is selling as planned is the flat screen TV. Plenty of DVD movies and more video games than I've ever seen in stock before. Bed Bath and Beyond had completely full shelves with more boxed items stacked in the aisles as part of the display. Nowhere else for it to go except in back storage. No telling how much was back there. Plenty of clothing of all sizes everywhere I went. I also saw others leaving stores with no bags, just looking for deals, I suppose. I also saw a huge assortment of decorations and seasonal items; plenty of everything everywhere around here. I also checked out shopping carts as I passed people and in the check out lanes. No full baskets to be found; one to four items each, in most cases.

     

    Either people around here are done already or they've decided to not observe Christmas this year. There should be some pretty good sales after Christmas (probably after Jan. 1) to avoid inventory taxes (one of the most ridiculous forms of tax I have ever heard of). The thing is that in our area unemployment hasn't gotten that bad. The last I looked it was still under 7%.
    23 Dec 2010, 07:54 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (7517) | Send Message
     
    I just wanted to stop by and let everyone know that I'll have to be leaving SA and thank you for some great times. I'll still be coming around to read articles and comments when I can, but my new employer (yes, I'm coming out of retirement and yes, it was the plan ever since I took an early retirement to spend more time with the kids as they grew up - I wouldn't trade that for anything). My employer has a policy that forbids us from blogging on certain sites due to regulatory requirements so I'll just not be able to comment or publish anymore. It's a trade off. But just know that I'll still be enjoying your insights and keeping up as best as I can.

     

    I wanted to wish everyone a holiday greeting, so I ran it through legal to make sure it would be okay to make this one last comment. Below is what I have been allowed to post:

     

    Subject: Holliday Greetings.

     

    Please accept with no obligation, implied or implicit,
    my best wishes for an environmentally conscious, socially
    responsible, low stress, non-addictive, gender neutral,
    celebration of the winter solstice holiday, practiced within
    the most enjoyable traditions of the religious persuasion of
    your choice, or secular practices of your choice, with respect
    for the religious/secular persuasions and/or traditions of
    others, or their choice not to practice religious or secular
    traditions at all . . . and a fiscally successful, personally
    fulfilling, and medically uncomplicated recognition of the onset
    of the generally accepted calendar year 2011, but not without due respect for the calendars of choice of other cultures whose contributions to society have helped make America great, (not to imply that America is necessarily greater than any other country or is the only "America" in the western hemisphere), and without regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, or sexual preference of the wishee.

     

    (By accepting this greeting, you are accepting these terms.
    This greeting is subject to clarification or withdrawal.
    It is freely transferable with no alteration to the original greeting. It implies no promise by the wisher to actually implement any of the wishes for her/himself or others, is void where prohibited by law, and is revocable at the sole discretion of the wisher. This wish is warranted to perform as expected within the usual application of good tidings for a period of one year, or until the issuance of a subsequent
    holiday greeting, whichever comes first, and warranty is limited to replacement of this wish or issuance of a new wish at the sole discretion of the wisher.)
    23 Dec 2010, 11:17 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    LoL! I loved the "legalese"!

     

    You will be missed. Your contributions to both general and specific topics will live on here in the SA archives an bring benefit to all who may stumble upon them in the future.

     

    I am sorry that your new situation precludes you participation here. But I know you will do well and enjoy the future you have laid out.

     

    Best wishes for the holidays and beyond to you and yours.

     

    HardToLove
    24 Dec 2010, 01:45 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Darnit. Email us once in a while to let us know you're ok. I am missing you already.

     

    Et al...

     

    All the best to a storied group of the best, all the time, but particularly at this time!
    24 Dec 2010, 09:49 PM Reply Like
  • Boaz Berkowitz
    , contributor
    Comments (84) | Send Message
     
    Wishing you lots of luck Mark! You will definitely be missed at SA and we'll be waiting for you when you retire once again!

     

    Happy Holidays to you too,
    Boaz
    26 Dec 2010, 03:44 PM Reply Like
  • Tom Au, CFA
    , contributor
    Comments (6879) | Send Message
     
    Good luck to you, Mark.

     

    I'm in somewhat the same boat, starting with a hedge fund in the new year, losing my "independence," and being severely restricted on what I can write here, if at all.
    27 Dec 2010, 12:01 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Et Tu G&ID!

     

    I will miss you G&D... I wish you the very best in your new job... perhaps you could come back under a different, secret name.

     

    All the best!
    27 Dec 2010, 02:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Ditto, G&D! Great time to fire up a hedge fund! Best of luck!
    27 Dec 2010, 02:32 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    Good fortune to you G&DI!

     

    I hope you're new situation ends up being all that you envision!

     

    Drop a private mail to some of the 'Gades once in a while and let us know how you are doing.

     

    HardToLove
    27 Dec 2010, 02:48 PM Reply Like
  • Silentz
    , contributor
    Comments (716) | Send Message
     
    Maybe this should be the impetus for setting up an outside communication tool for the 'Gades...

     

    Good luck GandDI. We'll miss ya 'round here.
    27 Dec 2010, 03:57 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (7517) | Send Message
     
    And good luck to you, too, G&D!

     

    I just had 4 or 5 new followers all at the same time and notice that we are getting hit by a troll again. I suspect that there is a connection between the two events. It seems sad to be going out on such a note as this. Perhaps they found out that the thumbs downs may disappear and wanted to get in as many as possible before it's too late. Kinda like a Black Thursday Sales event for thumbs down!
    28 Dec 2010, 01:53 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5202) | Send Message
     
    Good luck in your new job, Mark. It's been a pleasure to read your articles and comments.
    Best wishes to Triple's wife for a speedy recovery.
    Best wishes to all the Gades for happy holidays, and may 2011 be filled with health, happiness and success.
    AMEN!
    24 Dec 2010, 02:10 AM Reply Like
  • Silentz
    , contributor
    Comments (716) | Send Message
     
    Happy Holidays everyone. Enjoy your time with family and try not to eat too much... or do, it's the one time of year we're 'allowed' to afterall...

     

    Mark, good luck and take care(or take luck as Brian Regan would say). Your input and knowledge have been very informative and pertinent. Your perspective will be missed.

     

    TB, my thoughts and prayers are with you and your wife.

     

    Now it's off to Christmas!
    24 Dec 2010, 02:32 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    G&DI: Seasons greetings. Best of luck to you and yours in the new year. If you can drop us a line every now and again to keep us posted on your new endeavors it will be appreciated.
    27 Dec 2010, 03:07 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Mark: You know how I feel about your commentary, but what I always loved was your stories about your life's experiences and trails you walked upon. I feel as if a most excellent, inner circle friend is moving far out of town. You will be dearly missed.

     

    Best of luck to you and your family!

     

    Someday, I want to see what you look like, Masked Man!
    24 Dec 2010, 08:05 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (7517) | Send Message
     
    Maya - I don't actually start until after the 1st, but at that point I'll have to shut down for sure. I would like to come up to PA for a short visit with you. If I can make that happen I promise to not wear the mask! But no photos allowed, okay?
    24 Dec 2010, 09:50 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    You are somewhere beyond welcome and wildly encouraged to visit here anytime, my friend. However, I'd prefer that you approach my front door wearing the famous mask, otherwise, I might think you're some Jehovah Witness-ite attempting to solicit and "proselytize" me into following and practicing their global mayhem approach to life; 2012 slant included.

     

    Of course, if you showed up during Holloween...I likely have a few *Snickers* for ya.
    24 Dec 2010, 11:36 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (7517) | Send Message
     
    Can do on the mask. I truly hope it will be before Halloween. If so, I'll bring the snickers!
    25 Dec 2010, 01:22 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    What Mask? ;)
    25 Dec 2010, 02:26 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Note: Nancy is doing better, though being off her feet for 6 weeks means she is already very tired of the aftermath. Many thanks for all the kind words!
    24 Dec 2010, 09:51 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    Just spent the best Christmas eve with family and i wish all have the same experience. With a divorce comes tales of split time with the kids. Having a 22 year old graduating college and moving on to hopefully a better world lit up my night. Although a dad is battling Cancer i am sure my family will stick together and battle through.

     

    So to all A MERRY CHRISTMAS and to Mark, who invited me into this wonderful group of intelligent investors i am going to miss you. If you ever venture into the Catskill Mountains of NY you better look me up. Great luck in whatever you do,

     

    Myself, I am so happy what occured tonight with my brothers and family it cannot be put into words. Wish all a MERRY and see you all next week at some point.

     

    Money sometimes cannot place moments in time,and we had one tonight when all forgot their troubles and laughed until we cried. But come Monday it is back to the game of beat the clock, make the buck. OG, i said i was sorry once, and as a rule that should be enough. Well i will again state that i said a few things off color so i ask forgiveness and hope you still offfer your guidance, TRIPLE. What can i say , ask you a question and i get a college course in response. HTL, Still need a dictionary to understand you but i generally get your point, and support which is priceless.

     

    Bob, thanks for reopening the door for me in a private message. Another priceless moment, and great advice on helping me build a portfolio. ENJOY TOMORROW TO EVERYONE !!!!

     

    I THINK I JUST SAW SANTA !!!!! 40 BUCK SILVER !!!!!!

     

    ACE
    25 Dec 2010, 12:03 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Have a great one ACE!
    25 Dec 2010, 02:31 PM Reply Like
  • Freya
    , contributor
    Comments (3369) | Send Message
     
    GM has renewed a Contract with SLW for Catalytic Palladium, it had been suspended when GM was in bankruptcy
    25 Dec 2010, 06:41 AM Reply Like
  • Freya
    , contributor
    Comments (3369) | Send Message
     
    China will be using 3.8 Billion tons of coal annually by 2015, an estimate I read somewhere. look at coal shippers, properties in the region.
    25 Dec 2010, 06:43 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5202) | Send Message
     
    Financial Times
    Breaking news
    Saturday December 25 2010

     

    Breaking News

     

    China raises interest rates
    China’s central bank raised benchmark interest rates on Saturday, the second increase in just over two months, as the government stepped up its battle against persistent inflation.

     

    The People’s Bank of China announced a 25 basis point rise in the one-year base lending and deposit rates, taking the lending rate to 5.81 per cent and the deposit rate to 2.75 per cent.

     

    The Christmas Day rate hike came after the central bank raised rates on October 19 for the first time in nearly three years. Although Christmas is not a public holiday in China, the timing of the rate hike announcement – late on Christmas Day and on a Saturday – was an apparent attempt not to unsettle global and domestic markets.
    link.ft.com/r/J0VG55/3...
    25 Dec 2010, 10:48 AM Reply Like
  • Freya
    , contributor
    Comments (3369) | Send Message
     
    this hike has been anticipated for weeks, has it been factored into the markets?

     

    I would think so. I think it will be a non-event, imo
    25 Dec 2010, 11:04 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5202) | Send Message
     
    Here's an interesting write up from the stock gumshoe:
    stockgumshoe.com/2010/...

     

    and an interesting interview with Rick Rule on pm, ree, etc:
    www.theaureport.com/pu...
    25 Dec 2010, 11:22 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    OG: Rick Rule's article I found incredible. Seems the market cap for REEs is far too overvalued for current global needs--Rick's bias. I challenge his global market cap for REE miners versus the price of REEs going forward, which should skyrocket between now and 2015.

     

    But then (MCP)'s recent spike to $45.22 skews any assessment, especially when considering their lean toward LREEs. I wouldn't go near MCP right now, but Lynas, at their price, even though they are also slanted toward LEEs, still looks very interesting.

     

    25 Dec 2010, 10:04 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    I agree Maya... Rick's gross top line for total rare earth metals is in the $400 or $450 million range at todays prices. However, Rick fails to consider several key factors in his assessment.

     

    The number one factor concerns ACCESS to these critically important materials. China recently demonstrated that they will block access to these strategically important materials as they see fit. No business is going to depend on a single supply point, particularly if access to those supplies can be blocked at any time. The same reasoning applies to countries.

     

    A second factor concerns PRICING. China recently increased prices for these materials by 25%.

     

    A third factor is future demand. Charl Malan, senior metals and mining analyst at Van Eck Global says rare earths growth in the next five years will amount to about 225,000 tons of metal, that's about a 9% (year-on-year) growth number." Current, supply is about 125,000 tons of metal, out of which China produces about 120,000 tons." tinyurl.com/2d39mfn

     

    The growth rate for rare earth metals is not mentioned by Rick... where does Rick think all the rare earth metals for all those electric cars and wind generators is going to come from? I argue its impossible for anyone with a cortex to miss this, so there must be something else behind what appears to be his distortion of reality. What is he up to?

     

    Business Response:
    Sojitz, A Japanese trading house, recently agreed to pay Lynas (LYSCF) $300 million to supply 8,500 metric tons of rare earth METALS over 10 years. So this deal secured access to industrial quantities of rare earth metals at a fixed price over the next ten years. Given that the price of rare earth metals is expected to soar during that time period, this was a smart deal. My highest respects to the Sojitz CEO, Yutaka Kase san. Notice that the amount of this deal all by itself is three quarters of Ricks estimated annual rare earths market.

     

    Molycorp (MCP) recently entered into a joint venture agreement with Hitachi Metals for the production of rare earth alloys and magnets in the US. The venture would focus on the manufacturing of neodymium-iron-boron alloys and magnets used in clean energy, automotive, computer, health care, communications and other technologies.

     

    The Way I See It:
    To me, the name of the game in the rare earths investment play comes down to
    who gets to the market first with rare earth concentrates and processed rare earth metals. The front-runners appear to be (LYSCF) and (MCP).

     

    Lynas is close to the completion of their Concentration plant scheduled in February 2011... Triple points out that this is a new process and the metallurgy is complex, so hiccups can be expected. However, I figure with signed contracts in hand, prospects are good. Their second project is the Lynas Advanced Materials Plant (LAMP) located in Pahang, Malaysia. The LAMP is a state-of-the-art Rare Earths processing plant. It is scheduled to be producing rare earth metals in the third quarter of 2011. Once LAMP is completed, Lynas becomes the first alternative source of industrial quantities of rare earth metals outside of China.

     

    Molycorp's current plans and "mine to magnets" strategy are summarized in its IPO prospectus from July 2010.Molycorp's plan appears to rely more on contracts with other companies for the actual manufacturing of rare earth metals.

     

    (MCP) is priced at 45.35 per share, (LYNAS) at 1.67 per share. Interestingly, (LYSCF)s book value per share is 18.7 (MCP) is 5.46. At 45.35 per share, I think (MCP) is overvalued. I think (LYSCF) at 1.67 per share is undervalued.
    26 Dec 2010, 03:37 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    What value method did use for that? Don't get me wrong, I'm still a totally dummy still, but I've heard values from book, like you mention, to other methods depending on goals, whether or not it's a growth play, dividend, etc.

     

    So the FCF, discounted NPV, ... are terms and methods I've bumped into, but haven't tried to apply yet myself.

     

    Just curiosity here.

     

    HardToLove
    26 Dec 2010, 04:11 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Its Book Value Per Share, MRQ... Its defined as the Common Shareholder's Equity divided by the Shares Outstanding at the end of the most recent fiscal quarter.
    26 Dec 2010, 05:35 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    LOL, this whole story reminds me of another famous zero sum exercise...

     

    The pundits are missing an obvious reality, and making assumptions with blinders on the size of trash can lids!

     

    All their estimates are based upon the "official" quantities China publishes - which in turn are based upon tracking done against their export quotas plus their internal consumption.

     

    Back in the 30's, similar numbers were produced by the US Federal government regarding production of a politically important substance...

     

    Alcohol.

     

    The government's figures were very small, go figure since Prohibition had taken hold. Xperts and pundits trumpeted the success of Prohibition based UPON those numbers...

     

    And with the sweeping assumption that no alsohol was being produced or imported, because the official government numbers couldn't be wrong!

     

    LOL, needless to say, they were wrong, hideously wrong.

     

    Production numbers are NOT including the huge quantities of REEs which China's numerous and sophisticated black market smugglers shipped (up until the government got serious about stopping things Q3 2010). Needless to say, no authoritative government source or corporation is admitting that these gray and black market exports occurred - but they did. Just as in the case of our own Prohibition idiocy, only an idiot would believe the official numbers when countless headlines (and simple arithmetic) indicates that outlaw miners and organized crime were pumping out megatons of REEs for decades.

     

    This is not a useful set of information, but another funny story relating how science once proved (beyond any doubt) that bumblebees cannot fly.

     

    China's 2012 plans for wind generation installations inside China ALONE will double the quantities of nymb. magnet REEs required for the planet, and they are likely to cease shipping the REEs involved whenever they commence manufacture (which will occur in late 2011). [NOTE: This reality is also a good reason why I suspect they will NOT change their export quota system to establish numbers for individual REEs - for then they would be required to set aside specific items they may well decide they want to use in house].

     

    Tens of thousands of 10mw units will be needed to fulfill the demand over the next few years, much less over the next 20 years, and much larger units may ultimately supplant even these large wind turbines.

     

    Zero sum theories are always fun to poke holes in, but seriously, this sort of thing WILL have an impact on REE stock prices. Its essentially the reverse of "crying wolf". This guy and the other xperts are crying "Sheep!" And to the extent that they are heeded and believed, they WILL succeed in driving down stock prices as investors disbelieve the idea that wolves actually do exist.

     

    I too believe MCP has overshot (for the time being) its legitimate valuation (and why I stopped out recently and have not re-bought). I also agree that (LYSDY.PK) Lynas (the ADR lacks the high Aussie exchange fees) is the better investment.

     

    I am working on an article that lays out the world demand for REEs and then compares that same demand against the distribution of those REEs at the various major deposits. So far my numbers show that the larger miners bringing REEs to market (Lynas and MCP) have a distribution of elements and quantities that closely mirrors the world markets, ie, large tonnage of the cheaper, more common lighter elements to stack up against large tonnage of demand, then smaller quantities in the medium range to stack up against medium demand, and finally production of the more esoteric elements in minor quantities to match world markets which are really very small for those elements.

     

    This story is, again, one where avoiding zero sum thinking is very important. True, some of those elements are very costly and have vanishingly small CURRENT demand - but 10-20 years from now, that is expected to change...

     

    At which point the HREE deposits will be tapped, and come into their own as investments.
    27 Dec 2010, 11:32 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    (MCP) is up 10.2% so far today!

     

    Given the large supply of Chinese processed rare earth materials and their monopoly in this strategically important material, I was wondering what is behind all of the investor interest in non-Chinese processed rare earth materials? So I started looking at the situation... here is what I came up with - I hope you find it of interest.

     

    Key Phrases: Rare Earths, Questionable Vs. Reliable Supply, Production Constraints, Over Supply, First to Market Advantage

     

    My Question:
    Is the market for non-Chinese processed rare earth materials strictly constrained by the existence of large amounts of processed rare earth materials from China?

     

    The Setup:
    Through its recent actions, China has demonstrated that delivery of its processed rare earth materials is not reliable. In addition, because China basically holds a monopoly on rare earth processed materials, they can arbitrarily increase the delivery price at any time, and buyers have no recourse.

     

    Notice I said delivery price. That's because China recently increased the delivery price by increasing its export tax. I would think the suppliers wrote their contracts so that the buyer would be responsible for all costs associated with delivery of the product, including export taxes. If they didn't, you can be sure they do now.

     

    So the buyer's delivery price can change at any time. This can put a manufacturer at a major cost disadvantage relative to another manufacturer depending on when they purchased their processed rare earth supplies.

     

    Ramifications:
    There are two types of supplies of processed rare earth materials, reliable, and questionable. In addition, even if a deal was made, there is always the wild card that the Chinese government will suddenly, and substantially, increase its export tax, a surcharge the buyer would most likely have to pay.

     

    I argue that the market for non-Chinese processed rare earth materials will NOT be tightly constrained by the existence of Chinese export capacity. I suggest that the fundamental factors with respect to the success of non-Chinese producers of processed rare earth materials is their ability to offer 1) reliable delivery at a 2) fixed contractual price.

     

    I argue that it's the building of a reliable supply source of processed rare earth materials that is driving investor interest. In that situation, what counts is not the total supply; it's the total reliable supply.

     

    Adding 'questionable' supply sources with 'reliable' supply sources is like adding apples and oranges. This means that irrespective of what appears to be an over-supply of processed rare earth materials based on adding 'questionable' with 'reliable' supply sources, the demand for the reliable supply sources will continue to grow. The companies that are first to market with reliable supply sources will capture the lion’s share of that market.
    27 Dec 2010, 02:19 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    User,

     

    Good considerations. Thanks!

     

    Are you aware that TB has a concentrator for REE stuff?

     

    The latest is here

     

    seekingalpha.com/insta...

     

    and the prior one is here

     

    seekingalpha.com/insta...

     

    HardToLove
    27 Dec 2010, 02:40 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Yes... all of this should be in Trip's concentrator... the problem was my comments are all in response to Maya and Trips postings...

     

    Maybe Trip should copy the whole thread into one big post in the RE concentrator.
    27 Dec 2010, 02:58 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    LOL, its OK, the overlap for readership is very close to 100%. Whats important is that the info gets out to the members.
    27 Dec 2010, 04:09 PM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1744) | Send Message
     
    OG, I hate it when someone touts one of the sub-industries in my favored sectors that I heretofore considered my private domain! I refer to royalty companies -- I wrote up the bigs on SA a while back and I've been in and out of these a number of times over the, er, um, "rather long" period of time I've been investing. I'm now analyzing a number of the smaller ones, however, only to find that they are, if not on the touter's list, already on the radar screen of the owner / editor / personage of Stock Gumshoe. Oh, well, I'll just have to speed up my analysis...
    27 Dec 2010, 06:09 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (13557) | Send Message
     
    We'll miss you Mark. Good luck on your new job. Make a million. Merry Christmas everyone. Hey in the new year my company is looking to do more software development projects for companies and will get seed money for a new social media company. If you need or are interested in either one let me know. We currently do IT custom applications and integration for Apple. Just message me on SA if you want to chat further.

     

    As for the market, I'm looking forward to another January effect.
    25 Dec 2010, 04:52 PM Reply Like
  • Freya
    , contributor
    Comments (3369) | Send Message
     
    i'm kinda hesitant on the january Effect, especially if the markets continue up into the close of the year.

     

    The Effect may be being anticipated.

     

    Besides, isn't the Hindenberg supposed to be infallible.

     

    I mean everyone knows about it.
    26 Dec 2010, 05:07 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    IIRC, the HO is *not* a guaranteed indicator, but a "Heads Up, This Might be the Time" indicator. But my memory might be shot and I'd have to go re-reading all that again to confirm.

     

    Multiple occurrences of HO signals, such as we've now seen, supposedly indicate a greater likelihood of a market move down. AFAICT, it's got a lot in common with all the other indicators we might examine - useful (more or less, just like the others) as one of many tools in trying to assess the near-term.

     

    Regardless, with market being so high, overbought (so I've heard), VIX so low, bullishness so high, and as you mention January effect maybe priced in, we might not see the January effect in full bloom.

     

    But with the Fed's POMO on-going, how are simple folks like us supposed to get a serious clue?

     

    AHA! We're *not* supposed to get a clue - that's really the whole point, just like the new "daily* short trades reporting which is essentially useless because of incomplete reporting. But the SEC and FINRA have done us a great service in providing this new "transparency".

     

    HardToLove
    26 Dec 2010, 11:04 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5202) | Send Message
     
    The market is up and vix is down, so that alone tells us there will be a correction.
    I think Rick Rule is right about rees being overvalued. Yes, there is potential for prices to go way up, but most of these companies aren't even producing yet. I am long Lynas and Great Western. I didn't buy MCP, and if I had, I'd have taken the profits by now!
    A miner with a hole in the ground has lots of potential, unrealized potential.
    Realizing that potential is another matter entirely, taking lots of money, smarts, patience, and political contacts to get the job done.
    I thought Rule's warnings about the volatility to expect in pm's- with 30-50% price swings, is staggering.
    26 Dec 2010, 12:02 PM Reply Like
  • Freya
    , contributor
    Comments (3369) | Send Message
     
    someone compared The Tulip Bubble to Gold. This is sheer idiocy.

     

    At its end, a single bulb was supposed to fetch $65,000, I do not know what it was at the start but using $10, that would put Gold from $35 to over $200k, now thats a Bubble

     

    And as far as REEs are concerned, you can't Grow them and they are definitely hard to obtain (on the whole). Its not a matter of being overvalued presently but one of having them when you need them.

     

    Companies and Even Governments are beginning to figure this out.
    26 Dec 2010, 01:14 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (13557) | Send Message
     
    Haha Hindenburg is a alert to a possible crash not an inevitable one I think it's like a 2/3rds percentage so far. And there is debate what and when the indicators go off. Anyway, it keeps those worrying in check.

     

    As for January, it's purely a cash flow event that occurs more because the sellers of losing positions clear them all at the end of the year for the write off more than anything else. Medicals and gov related also tenmd to run up on the new budget year spending boosting Q1 sales. I think even if the January effect shows up you will be able to see real weakness or strength in commodities.

     

    If commodities pull back in January even if stocks run up, watch out Feb. We will see if there will be inklings of a real recovery, stronger hints of inflation, or a new collapse shaping up. My bet is for more inflation no matter5 what happens thanks to birdbrain Ben Bernanke.
    26 Dec 2010, 11:26 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    (CPST): Capstone Turbine C30 CNG Microturbine Certified to CARB 2010 Requirement for On-Road Heavy Duty Diesel Engines for Urban Bus

     

    globenewswire.com/news...

     

    And as always, "... doesn't require fuel pretreatment or exhaust aftertreatment to meet these stringent standards, which avoids additional costs, decreased product efficiency and increased vehicle weight".

     

    HardToLove
    27 Dec 2010, 08:38 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Mark, Bern: Greetings. Your input will be greatly missed. Happy new year to you and yours. With many more to come.
    27 Dec 2010, 11:53 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    tripleblack: Greetings. I'm glad to hear your wife is recovering well, our prayers are with you both. I agree with your assessment on REE. I wouldn't count Great Western (GWMGF) out just yet though. They already have production facilities up and running here and abroad. With Mollycorp (MCP) lining up a lot of large contracts they very well may need to subcontract some of it to meet obligations as their facilities are not yet ready for prime time. It would appear logical for GWMGF to get some of that action or to be in line for M&A activity.
    27 Dec 2010, 12:00 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    And with such a notion, Robert, it appears that chances of (GWMGF) breaking out are increasing. Up 6.05% so far today. Bring up a six month money flow chart and we see money flow has been very much in the green (meaning money is flowing "in").

     

    Amazing to me that (MCP) is up huge again today.
    27 Dec 2010, 01:45 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    M&A is what GWM is all about now, imo. Otherwise, their recent moves don't make sense.
    27 Dec 2010, 04:11 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Excide Technologies (XIDE) has topped the $9.40 threshold and I have placed a 8% stop on half of that position from it's price of $9.59.
    27 Dec 2010, 12:53 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Exide...another stock I'm long on. I'm not selling my shares in the gamer or brokerage accounts anytime soon. I fully understand the concept of taking profits. But when I expect this stock to be up at least another 40 to 50% by this time next year, why bother trading it?

     

    Same goes with other favorites (PAL), (LYSCF) & (ATPG).

     

    My rocket stocks for next year, meaning they will be up over 40% are the above mentioned stocks, plus (AXPW), (GWMGF), (LYSCF), (XIDE), (HBAN), (GBG) and (CPST). Huntington Bank is the only one I see possibly not being up 40%. And (ATPG) is hinged on the GOM drilling moratorium being scaled back.

     

    Looking at (IVAN), (SQMN) and (C).

     

    Buy and hold is dead. I get that too. But buy and hold for a business cycle is my investing conclusion for about 80% of my BA, and well north of 50% for my gamer account. (XIDE) is most definitely in a rising business cycle. I own some in each account.

     

    The low or non-yielding high beta plays in energy, agriculture, biotech, (some) PMs, REEs, GreenTech, and of course, batteries will be much of my focus.

     

    Other than the well-talked about de facto caveats of what could go wrong in the global markets, I'm really only somewhat concerned about late January, and late March into April when POMO dies out, and congress begins an austerity push. I retain no feel for the second half of 2011, but my oigi board's gut feeling is that the S&P will end up around 1400, with lots of the "Syndicate" doing everything in there power to create volatility to shake out the weak, and scoop up shares on the cheap along the way.

     

    My thinking is that the dollar will rally somewhat, having a short term impact on commodity prices; that the Eurozone will be revisited sometime late winter or early spring, causing concern for investors with recently established long positions. These, to me, will become buying opportunities. I expect the VIX to rise, but I'll be quite surprised if the VIX doubles anytime in 2011 from where it rests now(takiing the VIX up to the 38-39 range).

     

    There's lots more to write, but I expect us Renegades to rehash and reevaluate as we go forward.

     

    ####

     

    Hard: I read this morning a great article in "Monday Morning" summarizing a wide sort of information and predictions for 2011. A part of the article that caught my eye is how far Peru has out paced China and Brazil during this year. By leaps and bounds!
    27 Dec 2010, 02:29 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    Things that make you go HUM !!!!

     

    ACE

     

    seekingalpha.com/artic...
    27 Dec 2010, 01:05 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    I'm not sure this investment thesis is ready for prime time as IMHO the economics aren't there yet. However we might wish to keep an eye on the supporting casts in this space and any emerging major players.
    news.yahoo.com/s/time/...
    27 Dec 2010, 01:38 PM Reply Like
  • Silentz
    , contributor
    Comments (716) | Send Message
     
    I disagree with his assertion that privatization is the wrong way to go. I think space travel is a unique part of the landscape. To say that investors would get antsy if it were to 'go too slow' is true, but without having any basis for comparison, no one knows how long this is supposed to take. And I'd bet that people willing to invest in this fledgling industry are the type to stick it out for the long haul, especially if it allows them to say they were the first to invest in it.

     

    The private sector has a much larger incentive to succeed, and to do it well. Profit. Succeed, and there will be gigantic profits as soon as people figure out how to make money from trips, but if you fail, it could be catastrophic and financially ruinous. Government has no incentive other than finding ways to increase the budget granted to their departments each year.

     

    It's definitely worth keeping an eye on, but until there's actual money on the table, it's just fun to watch the progress from the sidelines.
    27 Dec 2010, 01:57 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Silentz: Seasons greetings. I'm watching from the sidelines with a pile of dry powder and a long gun for pot shots at trading opportunities. LOL.
    27 Dec 2010, 02:40 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    I just did a snap of Orbital Sciences Corp. (ORB) that is one pricey stock @ $17.56 the P/E is north of 27. Trailing EPS is $0.63 current $0.68 and forward $0.88. This could make money going forward as NASA reduces it's profile, but it's too rich for my cheap skate blood.
    27 Dec 2010, 03:14 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Obama: "I am the very model of a US President." (hilarious musical spoof!)

     

    www.youtube.com/watch?...
    27 Dec 2010, 03:21 PM Reply Like
  • Silentz
    , contributor
    Comments (716) | Send Message
     
    Looks like the trolls are out and about today... *sigh*
    27 Dec 2010, 04:00 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Notice all those negative thumbs… Here is what's Tonaty has to say in the Latest stock talk;

     

    TONATY: OUR FIRST VICTIM OF THUMBS DOWN WAS GARY A...NEXT IS ROBERT FERGURSON

     

    TONATY: To all SEEKING ALPHA.....THUMBS DOWN TO SOME TOP COMMENTERs THIS WEEKEND>>>PRE...

     

    Have you all noticed a bunch of new names on your follow list, names with no profiles and strange company, blog and book listings… that's what's going on.
    27 Dec 2010, 04:10 PM Reply Like
  • Silentz
    , contributor
    Comments (716) | Send Message
     
    If that's not an argument for the new system, I don't know what is.
    27 Dec 2010, 04:13 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Max down 6… so we know they have six fake accounts.

     

    Imagine the time it took to set this up and then to thumb down all of the comments ... LOL
    27 Dec 2010, 04:38 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    "Imagine the time..."

     

    INDEED.

     

    And it makes me smile. LOL.

     

    But these aren't really trolls - oh, no, this is a clear case of a pack of trells (you know, the fuzzy little round things that do nothing but lie around, grow hair, eat and reproduce).
    27 Dec 2010, 04:45 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    Email that to David White.

     

    HardToLove
    27 Dec 2010, 05:10 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    Hey, i got 8 thumbs UP... My highest !!!! lol
    27 Dec 2010, 05:38 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19538) | Send Message
     
    Knowing the trolls, you better check and see what orifice they put them in! =>8-O YIKES!

     

    HardToLove
    27 Dec 2010, 05:55 PM Reply Like
  • lower98th
    , contributor
    Comments (1411) | Send Message
     
    Trills, Mr. Spock.
    27 Dec 2010, 07:23 PM Reply Like
  • lower98th
    , contributor
    Comments (1411) | Send Message
     
    No, wrong, trills are humanoids....Tribbles
    27 Dec 2010, 07:30 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Lower98th: Seasons greetings. You are correct and as every one knows the trouble with tribbles is they have no thumbs!
    28 Dec 2010, 09:46 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Shhhhh, the trells don't know that they are mutant tribbles.

     

    They think Star Trek is an American Idol category.
    28 Dec 2010, 09:53 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5202) | Send Message
     
    I reported those suspect new accounts to Eli last week!
    27 Dec 2010, 04:20 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    I sent a note to BOAZ with a copy of this idiots comments in the latest stock talk.... he notified the 'abuse team'.

     

    I like the name of that group... the abuse team :)
    27 Dec 2010, 04:28 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (13557) | Send Message
     
    I don't really track them but I certainly see a lot of thumbs down now on this blog. I'm not sure if more people are reading this now and don't like it or if its a campaign.

     

    It's nice to see tech up today though. Go tech.
    27 Dec 2010, 04:38 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Its just a trell attack, Moon. Trolls "lite".

     

    And yes, I have been watching tech, too. I plan to jump back into that sector in Q1. I'm thinking pharma is looking interesting again, too.
    27 Dec 2010, 04:48 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    This is an interesting development with TNR Gold (TRRXF).
    finance.yahoo.com/news...
    27 Dec 2010, 04:43 PM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1744) | Send Message
     
    Mark, I've just signed on after a couple days off. In short:

     

    You will be missed.

     

    I have no idea where you hang your hat, but I do travel quite a bit. If you'd like to BCC me at the website in my author's profile, who knows? We may link up for a wee drop o' the creature some day...

     

    Warmest regards,
    Joseph
    27 Dec 2010, 06:17 PM Reply Like
  • QuickChat
    , contributor
    Comments (270) | Send Message
     
    Author’s reply » **** ******** ******** ******** ******** ******** ****
    **** ******** ******** ******** ******** ******** ****

     

    Please go to the new QC here

     

    seekingalpha.com/insta...

     

    **** ******** ******** ******** ******** ******** ****
    **** ******** ******** ******** ******** ******** ****
    28 Dec 2010, 02:36 AM Reply Like
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