John Polomny's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/134986/comments http://seekingalpha.com/article/1430981/comments?source=feed#comment-18899101 18899101 Thu, 16 May 2013 11:24:54 -0400 http://seekingalpha.com/instablog/134986-john-polomny/1789931-buying-turquoise-hill-on-speculation-of-oyu-tolgoi-settlement-with-gom?source=feed#comment-18070071 18070071 Thu, 25 Apr 2013 07:59:41 -0400 http://seekingalpha.com/instablog/134986-john-polomny/1746791-caledonia-mining-reports-first-quarter-production?source=feed#comment-17559121 17559121 Fri, 12 Apr 2013 16:33:46 -0400 http://seekingalpha.com/article/1304251/comments?source=feed#comment-16893081 16893081 Wed, 27 Mar 2013 14:26:17 -0400 http://seekingalpha.com/instablog/134986-john-polomny/1547981-selling-mart-resources-today?source=feed#comment-16815781 16815781 Tue, 26 Mar 2013 07:47:19 -0400 http://seekingalpha.com/article/1282881/comments?source=feed#comment-16439621 16439621 Mon, 18 Mar 2013 11:20:05 -0400 http://seekingalpha.com/instablog/134986-john-polomny/1617491-caledonia-mining-pays-initial-dividend?source=feed#comment-15996331 15996331 Thu, 07 Mar 2013 15:23:40 -0500 http://seekingalpha.com/instablog/134986-john-polomny/555391-how-to-buy-a-dollar-for-sixty-five-cents?source=feed#comment-15942021 15942021 Wed, 06 Mar 2013 16:53:24 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1547981-selling-mart-resources-today?source=feed#comment-15566661 15566661 Wed, 27 Feb 2013 07:59:39 -0500 http://seekingalpha.com/article/1216941/comments?source=feed#comment-15373301 15373301 Fri, 22 Feb 2013 12:10:04 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1547981-selling-mart-resources-today?source=feed#comment-15121051 15121051 Sun, 17 Feb 2013 13:11:44 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1547981-selling-mart-resources-today?source=feed#comment-15120991 15120991 Sun, 17 Feb 2013 13:09:54 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1547981-selling-mart-resources-today?source=feed#comment-14975061 14975061
Energy Fuels results were as expected. If the uranium price moves up to $80+ over the next 18 months as I expect then Energy Fuels will do just fine.

Have not heard of ORT.TO but I may take a look at it. ]]> Thu, 14 Feb 2013 07:48:28 -0500
Energy Fuels results were as expected. If the uranium price moves up to $80+ over the next 18 months as I expect then Energy Fuels will do just fine.

Have not heard of ORT.TO but I may take a look at it. ]]> http://seekingalpha.com/instablog/134986-john-polomny/1549641-vietnam-top-country-performer?source=feed#comment-14950761 14950761 Wed, 13 Feb 2013 16:23:38 -0500 http://seekingalpha.com/article/1124581/comments?source=feed#comment-14008061 14008061 Tue, 22 Jan 2013 12:38:10 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1469411-buying-energy-fuels-inc-efr-t-next-week?source=feed#comment-13996191 13996191 Tue, 22 Jan 2013 07:52:24 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1469411-buying-energy-fuels-inc-efr-t-next-week?source=feed#comment-13958771 13958771 Mon, 21 Jan 2013 07:51:43 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1467771-caledonia-mining-appears-to-be-close-to-a-breakout?source=feed#comment-13913481 13913481 Sat, 19 Jan 2013 11:17:49 -0500 http://seekingalpha.com/article/1100131/comments?source=feed#comment-13868871 13868871
It is very easy to go to Mongolia and check on what's going on. Harris is an open book and I had no trouble meeting with him, although I am a shareholder. I visited several brokerages, real estate firms, banks, and businesses and everyone was open and willing to speak frankly and earnestly. Nothing is a slam dunk but I can say with certainty that ten years from now Mongolian per capita GDP will be significantly higher than it is now. That will result in higher real estate prices and a higher capitalization for Mongolian Stock Exchange.]]> Fri, 18 Jan 2013 08:31:37 -0500
It is very easy to go to Mongolia and check on what's going on. Harris is an open book and I had no trouble meeting with him, although I am a shareholder. I visited several brokerages, real estate firms, banks, and businesses and everyone was open and willing to speak frankly and earnestly. Nothing is a slam dunk but I can say with certainty that ten years from now Mongolian per capita GDP will be significantly higher than it is now. That will result in higher real estate prices and a higher capitalization for Mongolian Stock Exchange.]]> http://seekingalpha.com/instablog/134986-john-polomny/1396991-2012-review-and-what-i-am-doing-in-2013?source=feed#comment-13725981 13725981
No I do not think they will collect any judgement or if they do it will be watered down. The Russians only comply with the law when it is to their advantage. Khan basically is getting robbed but that By the way I saw yesterday that Uranium One is going to be absorbed fully by ARMZ. More validation of my Russian uranium fuel consolidation theory?]]> Tue, 15 Jan 2013 09:56:13 -0500
No I do not think they will collect any judgement or if they do it will be watered down. The Russians only comply with the law when it is to their advantage. Khan basically is getting robbed but that By the way I saw yesterday that Uranium One is going to be absorbed fully by ARMZ. More validation of my Russian uranium fuel consolidation theory?]]> http://seekingalpha.com/article/1083721/comments?source=feed#comment-13676961 13676961 Mon, 14 Jan 2013 07:54:57 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1396991-2012-review-and-what-i-am-doing-in-2013?source=feed#comment-13647021 13647021
The Centamin situation is pretty interesting as the share price got shelled recently due to some issues the company had with the Fuel minister cutting off diesel to the plant and the customs service refusing an export license for Centamin's gold which caused a working capital crisis and necessitated a short shutdown at the mine. Nevertheless it appears the right palms were greased and some ministers changed out and now everything is back on schedule. Meet the new boss, same as the old boss I guess. I like Centamin and picked up shares when it got nuked and it has recovered nicely. The thing with these kind of companies operating in these areas is that you have to approach it with your eyes wide open and leave your western concepts of fair and just at the door. These places are mostly run by corrupt people looking to get themselves set up financially. Why else are they politicians to help the people, dont make me laugh. So in order to do business you have to play by the rules as they are are not the way you want them to be. If you can handle the occasional ass whopping and buy when others panic you can do nicely. That is my view, but I am a cynic so take that into account. ]]> Sun, 13 Jan 2013 10:49:55 -0500
The Centamin situation is pretty interesting as the share price got shelled recently due to some issues the company had with the Fuel minister cutting off diesel to the plant and the customs service refusing an export license for Centamin's gold which caused a working capital crisis and necessitated a short shutdown at the mine. Nevertheless it appears the right palms were greased and some ministers changed out and now everything is back on schedule. Meet the new boss, same as the old boss I guess. I like Centamin and picked up shares when it got nuked and it has recovered nicely. The thing with these kind of companies operating in these areas is that you have to approach it with your eyes wide open and leave your western concepts of fair and just at the door. These places are mostly run by corrupt people looking to get themselves set up financially. Why else are they politicians to help the people, dont make me laugh. So in order to do business you have to play by the rules as they are are not the way you want them to be. If you can handle the occasional ass whopping and buy when others panic you can do nicely. That is my view, but I am a cynic so take that into account. ]]> http://seekingalpha.com/article/1083721/comments?source=feed#comment-13646131 13646131 Sun, 13 Jan 2013 10:19:36 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1445421-vietnam-attracting-investment-attention?source=feed#comment-13628291 13628291 Sat, 12 Jan 2013 12:07:16 -0500 http://seekingalpha.com/instablog/134986-john-polomny/1396991-2012-review-and-what-i-am-doing-in-2013?source=feed#comment-13626371 13626371 Sat, 12 Jan 2013 11:14:53 -0500 http://seekingalpha.com/article/1100131/comments?source=feed#comment-13446311 13446311 Tue, 08 Jan 2013 13:45:57 -0500 http://seekingalpha.com/article/1083721/comments?source=feed#comment-13027151 13027151 Thu, 27 Dec 2012 11:07:45 -0500 http://seekingalpha.com/article/1082301/comments?source=feed#comment-12987831 12987831 Wed, 26 Dec 2012 10:05:22 -0500 http://seekingalpha.com/instablog/134986-john-polomny/413501-mongolian-cement-company-poised-for-liftoff?source=feed#comment-12593391 12593391
http://bit.ly/QYlwmi

On the right side of page under "Daily Trading Update"]]> Fri, 14 Dec 2012 08:00:55 -0500
http://bit.ly/QYlwmi

On the right side of page under "Daily Trading Update"]]> http://seekingalpha.com/article/499161/comments?source=feed#comment-12171411 12171411 Sun, 02 Dec 2012 12:55:35 -0500