Seeking Alpha

yiottasmaku

yiottasmaku
Send Message
View as an RSS Feed
View yiottasmaku's Comments BY TICKER:
Latest  |  Highest rated
  • Update: Klondex Increases Size Of Fire Creek Resources By 47% [View article]
    Thanks for the article.Those cost estimates are definitely impressive.
    Jan 30, 2015. 04:22 AM | Likes Like |Link to Comment
  • Loyalist Group Ltd. Starting To Get Noticed As Vertical Integration Strategy Comes Together [View article]
    Thanks for the article.I managed to snag some more @.415 just before the recent uptick.Will be looking for more on any weakness.Good business model and management seems focused and quite capable.
    Jan 30, 2015. 01:49 AM | Likes Like |Link to Comment
  • Raging River Exploration: The Best E&P Play Today [View article]
    An excellent article, thanks for all your work.I will be a buyer some time in the next few months.Whiteshell is correct about the "oil sands" term though.Raging River is conventional.
    Dec 13, 2014. 08:22 AM | 1 Like Like |Link to Comment
  • Update: Trevali Mining's Q3 Earnings [View article]
    I am a long term holder as well and I am quite happy.If the new mine can be brought into production as smoothly as Santander we should all be even happier by next summer.I am hoping the New Brunswick operation(50% larger than Peru) will be ramping up by the end of the 2nd qtr.The last reports were positive,on or ahead of schedule in most areas.
    Thanks for the report Ben.
    Nov 21, 2014. 11:38 PM | Likes Like |Link to Comment
  • Mandalay Resources : Higher Risk, But Still Compelling [View article]
    Thank you for the article Ben.Very well thought out and helpful.I have been on the fence with MND for several months now and have never pulled the trigger.The short reserve life is unnerving for a wimp like me.However after reviewing your articles and the shares now in the mid 80's ,I'm gonna take the plunge this week.
    In the last paragraph under the heading Cerro Bayo, did you mean to say "...plus the fact that the HIGHER grade ore being mined there should lower costs..." ,rather than "the LOWER grade".Or am I just tired.
    Nov 16, 2014. 10:05 PM | Likes Like |Link to Comment
  • Regal Lifestyle Communities: 4 Different Insiders Have Purchased Shares This Month [View article]
    Thanks for the info.They don't have much corporate history, but mgmt. seems pretty sharp.Certainly shareholder friendly.I am looking to increase my holdings on any weakness.
    Jun 17, 2014. 09:10 AM | Likes Like |Link to Comment
  • Gold And Silver Miners: 2 Changes In The Fundamentals [View article]
    Hurrah Robin.That clears everything up.You could be leader of our NDP party here in Canada. With deep thinking like that you display in your letter,you would be a shoe-in.
    Thanks for the research Simple.Interesting thoughts on timing.I wonder if base metals follow similar patterns.
    Dec 13, 2013. 03:40 AM | 1 Like Like |Link to Comment
  • Trevali Mining: 6 Different Insiders Have Purchased Shares Since November 19 [View article]
    Thanks for the information.Nice presentation.I scooped a few more around $.80 for my account.Now I need patience.
    Dec 5, 2013. 06:35 AM | Likes Like |Link to Comment
  • 10 Ways To Invest In Fracking [View article]
    Referring to fracking as a new technology is an important part of the environmental industries effort to terrorize people into supporting a ban on the process.Hydraulic fracturing has been around for over 7 decades and has never polluted water wells or aquifers or any body of water.Environmental activists know this,so portraying it as an unknown technology is the only way to spread fear.
    Some 20 years ago the environmental heroes jetted into Alberta,Canada to save us from fracking.They were caught performing outright fraud(contaminating a natural body of water with oil to taint samples) and quietly left town in shame, but not before claiming that most of the people in the province were part of giant conspiracy.
    They laid low on the issue of fracking for a few decades to let the negative publicity die down before trying the same crap in Wyoming.Fracking is definitely not a new or unknown technology.
    Thanks for the article.I am long HEK and look forward to them turning the phenomenal growth into net income.I do not work in the fracking business, I am getting sick of the lies of the self appointed heroes of the environmental industry.
    Dec 4, 2012. 06:01 AM | 4 Likes Like |Link to Comment
  • Natural Gas Rigs: Headed Towards A Shortage - Part I [View article]
    Very good article.Thank you.I feel that the natural gas market will continue to be volatile,as it always has been, until LNG development allows access to international markets.Consistent but volatile growth over the long term.
    Excellent explanation of the depletion profile of typical shale and tight gas fields given by "mekat0101" in the comments section.Very rapid for 12 to 18 months then slowing to a rate more typical of standard vertical wells.
    I am long Heckmann and a number of Canadian based service companies and junior E&P's.
    Nov 25, 2012. 03:58 AM | Likes Like |Link to Comment
  • Tanker Segment: One Year On And Capital Product Partners May Be My Value Stock [View article]
    Thanks for the information.I think demand for product carriers will increase in the U.S.for the next several years as they continue to increase the export of refined products. I think they are prevented by law from exporting crude.The increasing American production has to go somewhere and prices offshore are higher than in the U.S. for diesel,fuel oil,etc. due to the difference between WTI and Brent.May I have your opinion on this please?
    Oct 16, 2012. 06:44 AM | Likes Like |Link to Comment
  • QE - Infinity: A Game Changer For Mortgage REITs [View article]
    Thanks for the article.Timely and informative.I think that most folks agree that MREIT's are going to come under pressure and the only question is how quickly this will occur.My opinion is that this depends on the politicians at this point and I feel Bernanke is being forced to take the extreme measures the fed has taken(multiple rounds of easing and promising low rates for years into the future) because of the pathetic lack of action by the politicians of the day.When (if) the political parties quit playing brinksmanship and pandering to the extremists in their respective parties the economy will expand at a rapid pace.With the elevated level of money supply and historically low interest rates, as soon as some of the uncertainty is removed I think the economy will grow at a pace not seen since the end of WWII.Growth that will be very difficult to manage.I am watching for any certainty on bank regulations,tax policy,deficit reduction or the formation of a national energy policy.Any of these will signal the beginning of rapid growth and, unfortunately, inflation.Until something happens regarding these items I am afraid Bernanke is just howling at the moon,sounds impressive but has limited effect.
    Lately U.S. politicians remind me of our politicians here in Canada.Unfortunately this is not a compliment.I have always felt the politics in the U.S. operated at a higher level than ours but lately it has been hard to tell the difference.I still have faith though and continue to have the majority of my equity portfolio in America.Stay strong.
    Oct 7, 2012. 07:53 PM | Likes Like |Link to Comment
  • Be Wary Of Prospect Capital [View article]
    Re: 1 caflash I read your comment about bad language following my comment and am wondering what you are referring to.Are you reading something into my comment or name that is not there.I certainly did not use any bad language I am aware of and my name is an acronym for: (why I otta smack you).If you are seeing bad language perhaps it is your mind that is dirty.Please explain your comment.
    Oct 7, 2012. 04:28 PM | Likes Like |Link to Comment
  • Heckmann: Primed For A Big Bounce [View article]
    Are we finished with the discussion about bankruptcy and de-listing?How do you folks invest with that level of fear and paranoia?
    Sep 15, 2012. 08:52 PM | Likes Like |Link to Comment
  • Be Wary Of Prospect Capital [View article]
    Thanks for the article.Good to see some negative opinion once in a while amid all the Polly-Anna hero worship we often see in opinion pieces of companies.Terrible title however, very misleading considering your comments following the article.I think the point you were trying to make was that all BDC's are inherently risky as they often invest in companies other financial institutions find too high risk.If you are trying to inform less experienced investors on the risks of PSEC,I would like to add this: PSEC is not focused on the energy industry.I mention this because I am still reading analyst reports and comments that describe them as an investment in energy.Not the case any more.Just wanted to put that out there.I am long PSEC and looking to add on weakness.
    Sep 15, 2012. 05:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
27 Comments
17 Likes