mysaug's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/141020/comments http://seekingalpha.com/article/135680-is-macrovision-buying-again?source=feed#comment-491692 491692 TO MVSN CEO
No problem, offer me $11 for my SEAC shares and I will tender them to you ( unless CSCO offers more) . ]]> Wed, 06 May 2009 09:22:27 -0400 TO MVSN CEO
No problem, offer me $11 for my SEAC shares and I will tender them to you ( unless CSCO offers more) . ]]> http://seekingalpha.com/article/135012-why-gold-is-losing-its-shine?source=feed#comment-489539 489539 you can value gold at a basic level by the cost of exploring, developing, digging andf refining to come up with a break even price and then add basic 15% ROE to reach a floor value. Right now my guess is $500 an ounce. HOWEVER, the easy finds of easy gold are mostly gone so the costs to get wahtever the big bang left us is gettign harder and harder. Add environmental rules and I see base price going to $1,000 in next 5 years. There is a true demand for gold, for jewerly ( tell your wife, girlfriend you got her a silver necklace because it is just as nice as gold and see what response you get. There is also true industrial demand, though small compared to jewerly. Gold will always be a rare metal and get rarer in future. Not sure what will happen in next year, but over next 5-10 yrs going no where but up.

Rick


On May 04 12:52 PM djc wrote:

> I keep hearing that gold is a 'store of value'. How does that work
> ? How does it store value ?
>
> Theres no way to fundamentally value the stuff, other than gauging
> demand from jewelry or high-conductivity applications where silver
> just isnt good enough. So /who/ values it, and how ? It seems to
> me that with no fundamental means of valuing gold, the big holders
> (read governments) are free to decide the value at any time, in any
> place.
>
> Doesnt the fact that Gold cant be fundamentally valued make it THE
> SAME as a paper currency for all intents and purposes, in that large
> governments can manipulate its supposed value ?
>
> it is pretty stuff, but id prefer to reside in somethign like oil
> or other dollar-denominated commodities as a hedge against inflation.
>
>
> The bottom line is that I think this lack of fundamental value is
> waht makes the stuff so volatile and easily gamed.
>
> I just dont get (and please satisfy my ignorance if thats where im
> speaking from) why we would /depend/ on gold as a store of value,
> when its so impossible to /set a value/ for it.]]> Mon, 04 May 2009 21:00:51 -0400 you can value gold at a basic level by the cost of exploring, developing, digging andf refining to come up with a break even price and then add basic 15% ROE to reach a floor value. Right now my guess is $500 an ounce. HOWEVER, the easy finds of easy gold are mostly gone so the costs to get wahtever the big bang left us is gettign harder and harder. Add environmental rules and I see base price going to $1,000 in next 5 years. There is a true demand for gold, for jewerly ( tell your wife, girlfriend you got her a silver necklace because it is just as nice as gold and see what response you get. There is also true industrial demand, though small compared to jewerly. Gold will always be a rare metal and get rarer in future. Not sure what will happen in next year, but over next 5-10 yrs going no where but up.

Rick


On May 04 12:52 PM djc wrote:

> I keep hearing that gold is a 'store of value'. How does that work
> ? How does it store value ?
>
> Theres no way to fundamentally value the stuff, other than gauging
> demand from jewelry or high-conductivity applications where silver
> just isnt good enough. So /who/ values it, and how ? It seems to
> me that with no fundamental means of valuing gold, the big holders
> (read governments) are free to decide the value at any time, in any
> place.
>
> Doesnt the fact that Gold cant be fundamentally valued make it THE
> SAME as a paper currency for all intents and purposes, in that large
> governments can manipulate its supposed value ?
>
> it is pretty stuff, but id prefer to reside in somethign like oil
> or other dollar-denominated commodities as a hedge against inflation.
>
>
> The bottom line is that I think this lack of fundamental value is
> waht makes the stuff so volatile and easily gamed.
>
> I just dont get (and please satisfy my ignorance if thats where im
> speaking from) why we would /depend/ on gold as a store of value,
> when its so impossible to /set a value/ for it.]]> http://seekingalpha.com/article/112205-does-china-truly-offer-an-alternate-economic-model?source=feed#comment-338646 338646 Fri, 26 Dec 2008 10:19:34 -0500 http://seekingalpha.com/article/109379-china-cracks-the-aircraft-market?source=feed#comment-322947 322947 Sun, 07 Dec 2008 10:54:14 -0500 http://seekingalpha.com/article/109379-china-cracks-the-aircraft-market?source=feed#comment-322435 322435 Sat, 06 Dec 2008 12:52:52 -0500 http://seekingalpha.com/article/109379-china-cracks-the-aircraft-market?source=feed#comment-322430 322430 Sat, 06 Dec 2008 12:33:49 -0500 http://seekingalpha.com/article/108994-is-china-experiencing-dollar-outflows?source=feed#comment-321224 321224 I have no problem with china making toys, clothes and other low value items, they can not steal years of IP work to advance quickly in other areas. I am hoping for big time collapse in China next 4 yrs when they get called to the carpet for WTO violations.


On Dec 04 11:40 AM huangthomas wrote:

> China has been trying very hard to transform labor-intensive, high
> polluting, low-value-added export industries into a high-value added
> high tech (knowledge, technology, management..) industries without
> much success. The current world-wide financial crisis will further
> delayed the transformation.]]> Thu, 04 Dec 2008 21:16:19 -0500 I have no problem with china making toys, clothes and other low value items, they can not steal years of IP work to advance quickly in other areas. I am hoping for big time collapse in China next 4 yrs when they get called to the carpet for WTO violations.


On Dec 04 11:40 AM huangthomas wrote:

> China has been trying very hard to transform labor-intensive, high
> polluting, low-value-added export industries into a high-value added
> high tech (knowledge, technology, management..) industries without
> much success. The current world-wide financial crisis will further
> delayed the transformation.]]> http://seekingalpha.com/article/108994-is-china-experiencing-dollar-outflows?source=feed#comment-321219 321219 Thu, 04 Dec 2008 21:09:28 -0500 http://seekingalpha.com/article/102454-ladish-co-inc-q3-2008-earnings-call-transcript?source=feed#comment-292839 292839 Tue, 28 Oct 2008 17:24:37 -0400 http://seekingalpha.com/article/99489-oil-industry-farewell-good-old-days?source=feed#comment-280956 280956
NG is interesting , one bitter winter and the price goes back up. Canada is using most of its NG for tar sands and gulf is starting to play out. ]]> Sun, 12 Oct 2008 23:42:40 -0400
NG is interesting , one bitter winter and the price goes back up. Canada is using most of its NG for tar sands and gulf is starting to play out. ]]> http://seekingalpha.com/article/95333-aig-cds-situation-worse-than-lehman?source=feed#comment-253875 253875
Fridays fall was an attack by shorts in reaction to LEH opportunity and to attack before plan given on 26th. They knew only a small window.

We will get a workable plan tomorrow and when these instrumnets run out we will see billions added back to bottom line on next 1-4 years.

]]> Sun, 14 Sep 2008 08:45:28 -0400
Fridays fall was an attack by shorts in reaction to LEH opportunity and to attack before plan given on 26th. They knew only a small window.

We will get a workable plan tomorrow and when these instrumnets run out we will see billions added back to bottom line on next 1-4 years.

]]> http://seekingalpha.com/article/95263-crunching-numbers-why-i-d-buy-aig?source=feed#comment-253545 253545 Sat, 13 Sep 2008 14:54:50 -0400 http://seekingalpha.com/article/85261-15-notes-on-the-current-market-stress?source=feed#comment-217030 217030 Mon, 28 Jul 2008 22:14:51 -0400 http://seekingalpha.com/article/87263-why-i-m-not-buying-oil-s-recent-correction?source=feed#comment-215530 215530 Sun, 27 Jul 2008 10:03:29 -0400 http://seekingalpha.com/article/80440-ballmer-on-newspapers-wrong-again?source=feed#comment-180894 180894 Sat, 07 Jun 2008 11:28:37 -0400 http://seekingalpha.com/article/79451-the-case-for-aig-patience-required?source=feed#comment-176548 176548 Fri, 30 May 2008 08:11:26 -0400 http://seekingalpha.com/article/75968-why-jerry-yang-needs-to-drive-a-beer-truck?source=feed#comment-162995 162995 Tue, 06 May 2008 19:27:03 -0400 http://seekingalpha.com/article/75546-on-yahoo-microsoft-jerry-yang-should-be-fired?source=feed#comment-161517 161517 Sun, 04 May 2008 12:07:12 -0400 http://seekingalpha.com/article/74908-why-china-s-exporters-are-complaining-loudly?source=feed#comment-159811 159811 Wed, 30 Apr 2008 20:49:01 -0400 http://seekingalpha.com/article/60433-cable-companies-need-true-competition-and-openness-now?source=feed#comment-110972 110972 Wed, 16 Jan 2008 22:58:43 -0500