Rio Tinto plc (RTP)
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- Vale Pushes China for Higher Steel Prices [view article]
- Can China Carry the Post-Olympic Torch? [view article]
- Largest Companies in the World [view article]
- Is This the Death of Gold & Silver Stocks? Part II [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Commodities: Brief Correction or Bursting Bubble? [view article]
- Rio Tinto Expects Second Half To Be Even Better Than First [view article]
- Leveraging Up on Precious Metals Ahead of Fed Meeting [view article]
- Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays [view article]
- Four Best Global Deals on Uranium [view article]
- Waiting for Financials' Other Shoe to Drop [view article]
- Give Gold Less Attention [view article]
loading ...Recent RTP Articles
- Vale Pushes China for Higher Steel Prices
- Can China Carry the Post-Olympic Torch?
- Is This the Death of Gold & Silver Stocks? Part II
- Rio Tinto Bullish on Commodities
- Rio Tinto Expects Second Half To Be Even Better Than First
- Largest Companies in the World
- Wall Street Breakfast: Must-Know News
- Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays
- Commodities: Brief Correction or Bursting Bubble?
- Polyvalent Transition Metal of the Day: Rhenium
- Full List of Articles »
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Four Best Global Deals on Uranium [view article]
If you want a "value" play, look at Uranium1. UUU.TO. Bad luck (power outtages in SA, acid issues in Kazakh) and previously bad management (former CEO was a bit too medai savvy) have sent the stock into a very oversold state. They are on track, however, to move up the ranks of U producers in the next few years. SXRZF.PK on pink sheets. ReplyFour Best Global Deals on Uranium [view article]
You want another pure play check out UNOFF or UNOR ReplyChart: Gold Stocks - Annual Revenue Growth [view article]
This information is 2+ years out of date. ReplyChart: Gold Stocks - Annual Revenue Growth [view article]
2004 vs 2005? ReplyDon't Bet Against Chinese Demand Growth Just Yet [view article]
Here's the link to the article. No subscription needed.www.economist.com/fina...
Reply
Leveraging Up on Precious Metals Ahead of Fed Meeting [view article]
Reread your analysis before you post Andrew. In one breath you say that copper companies made money when mining costs were 60 cents/lb and they sold it for 80c/lb. OK - a profit of 20/60 or 33%.Then you say their mining costs now are up to 1.50/lb while selling around $4.00 - that's up to $2.50/lb profit and you conclude THAT is why the miners have been hit hard. Even if they are only getting $3/lb that's a 100% gross profit/lb or 3X the old 60c/80c rate... SO what you are saying is completely illogical - makes no sense at all. I think miners are being hit hard for other numerous reasons...margins are better EVER. Reply
Prisma Goes Contrarian on Potash Industry [view article]
If things are so good, why are fertilizer companies pushing for US farmers to renew their spring contracts now?Surely they must see the handwriting on the wall.
And surely I need not remind bulls that nothing increases supplies over the long haul like massive profits. That's basic economics. Don't look out three months; look out three years. The market is already in the process of pricing that in. We've seen the highs. The only questions are how much of an upward correction occurs and how much sideways trading occurs before it's obvious to everyone this is over.
Reply
Don't Bet Against Chinese Demand Growth Just Yet [view article]
slower growth is what exactly china wishes for; the problem in china is the growth is too fast ! ReplyLeveraging Up on Precious Metals Ahead of Fed Meeting [view article]
What are the differences between now and the week after the last fed statement? For one thing there is the slide into the seasonally weakest month for gold and silver. But there is another larger difference. What was happening to the price of oil and the CRB then and what is happening now? What was happening to tech stocks and financials then and what is happening now? It isn't the same.Have you heard of catching a falling knife? The fed spoke and stocks rallied. The miners did not. CSCO beat estimates and took off after hours. Why will anybody buy miners this week? Financials, tech, pharma, even refiners are drawing the attention of buyers, but miners are drawing shorts along with the oil and gas companies. Every bounce has been shorted and as you point out, there is no uptick rule anymore.
SLW missed their earnings estimate. They have a bad habit of doing that and silver and gold are still breaking down. Take a look at this gold chart by Dan Norcini. www.jsmineset.com/cwsi...
This is a classic head and shoulders topping pattern that may target another 20 dollar drop in gold. Gold is following oil, as are the rest of the CRB components. Oil broke below another support level today. It might stop falling tomorrow. But why not wait and see?
Why buy something that is falling? Why not wait for a tradeable bounce? I'm waiting for the selling to be exhausted. When SLW and the E&P companies begin to move up again, they will be easy to buy. They fell so hard and so fast that there are millions of shares held by stranded longs who will sell as the prices rise just to get out even.
There is one chance for a long trade. Watch the EIA weekly petroleum report tomorrow at 9:30 ET. If it moves oil higher, gold and silver will bounce. We need to see some big draws in crude and gasoline. They need to be larger than expected. Also, it will help if the demand numbers show some recovery. Then we can snap off a daytrade on some of these miners and oil companies. But it will take time to repair the technical damage done to these stock prices, so for the next week or two, they are more likely to consolidate than take off higher. And if we get greater than expected builds in oil and gasoline, look out below. Reply
Rhenium, Son of Moly [view article]
Nice article, very informative.Just one question though. If the aircraft industry is set to do so well in 2008/2009, then why is TIE trading at $10 instead of $30? Also how do you explain the decline in TIE's revenue on a YOY basis?
Basically both questions are the same. Could it be that previous consumption estimates are exaggerated? Would the same apply to rhenium?
CrossProfit
Disclosure: No conflicts. Reply
Leveraging Up on Precious Metals Ahead of Fed Meeting [view article]
User52095 - tranquilo bro. this article is one person's opinion and it is argued in a comprehensive and well-researched way. to suggest that he shouldn't be publishing on SA just because you disagree or don't like it is childish. grow up and stop attacking authors that you don't like. if you want "expert opinion," go watch jim cramer.i believe we will see precious metals rebound in the next month, but the shorts are still holding the market back (as ted butler suggests). too bad the SEC doesn't outlaw naked shorting of all stocks (including miners) instead of just their investment bank buddies. crooks.
slw is buy at these levels, although we might see a quick dip below $10 in the coming days. it is the hardest thing to do, but investors would be wise to buy into the current correction. this is truly a fire sale and the precious metals market will prove, as it always does, to be resilient enough to bounce back strongly from these sell-offs. Reply
Rhenium, Son of Moly [view article]
moly mines, MYMNF ReplyPrisma Goes Contrarian on Potash Industry [view article]
Except for the fact that the EuroChem and Rio plans have been baked into the industry for a while now. Nothing new announced there, contrary to that "research." ReplyLeveraging Up on Precious Metals Ahead of Fed Meeting [view article]
The Fed held steady; the stock dropped. Any thoughts? Time to buy some? ReplyLeveraging Up on Precious Metals Ahead of Fed Meeting [view article]
I beleive that this is a fair analysis, nad it may work. If you want a leveraged play on gold or silver, there is Horizon Beta Pro products. In Canada, HGU gets you a 2 times market exposure to gold. I'm in that. Reply