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Inventories are high and the price is low, aluminum is the weak sister of metals today, but watch out for the explosion in Q2-3 2010:
CENX
.
3 days ago
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Food and the science of how to grow it is the commodity in greatest demand in China:
GRO
fills the gap.
3 days ago
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RTP
to cash in on
CLD
float IPO? Yet the real money is in
CENX
and all you need to do is follow privately held Glencore and
CENX
's filings.
5 days ago
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Follow Glencore's discount buys of
CENX
; aluminum has poor supply-demand fundamentals today but it all changes in Q2&3 2010.
6 days ago
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Rebalance--getting gets good in Russian o/g patch and China food supply logistics: lukoy, ogzpy, to 2x net present value; nobgf delivers.
6 days ago
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Tier 1 gold stocks bought on margin will be hit with profit taking & revert to mean with unimpressive Q3's. Juniors are being dumped now.
Fri, Nov 13, 2009
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Russian oil & gas tied to the dollar will be talked up as well as the reality of new deals and pipelines: concentrate on lukoy & ogzpy.
Fri, Nov 13, 2009
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Chinese Oil port & pipeline in Myanmar,
CEO
(CNOOC), Russian deals in Iran for Lukoil and Gazprom (ogzpy), "accidents" do happen.
Wed, Nov 11, 2009
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Work like a trader, think like an analyst: capacity to recognize trends:
AWC
,
CENX
&
RTP
,i.e, the early story on the demand for aluminum.
Wed, Nov 11, 2009
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Follow the money: Glencore converting and buying new shares of
CENX
at bargain basement prices for big bang in aluminum demand Q2+ 2010.
Tue, Nov 10, 2009
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China's cotton has been reduced by bad weather 20-30% for domestic use; NOBGF will deliver the cotton demand.
Tue, Nov 10, 2009
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Advice to
CENX
- Glencore to keep converting debt to equity and building up position and confidence in
CENX
.
Thu, Nov 05, 2009
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World demand for aluminum picks up from the doldrums Q1 or Q2 2010. Buying low capex
CENX
due to production in Iceland and sea transport.
Thu, Nov 05, 2009
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Juniors EAIAF, ANDPF for your gold expl, LUKOY & OGZPY for o/g delivery, NOBGF for your food pipeline to China & CENEX low capex aluminum.
Wed, Nov 04, 2009
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Russian oil & gas, north & south pipelines & an international cast to buy-in Shakelin including Japanese & Chinese and French interests.
Wed, Nov 04, 2009
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Junior gold
E
&P profit from low capex, asia demand, and joint-venture and buy-out 2-3 year hold, in Malaysia, Mongolia and Patagonia.
Wed, Nov 04, 2009
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USD
correlations
WTI
have lead
GCC
oil producers to blame High Frequency Trading as cause of high prices.Watch Dec futures closely.
Sat, Oct 31, 2009
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Advice to
NOBGF.PK
- NOBGF is the agri piece of the puzzle for China's growth and investment.Supply-chain and logistics provides supply.
Wed, Oct 28, 2009
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Processed flour and flour based products in Agri supply chain to China, Brasil, Latin America & Europe from Mexico, US & Australia
Thu, Oct 22, 2009
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Advice to
NOBGF.PK
- Continue to focus on food supply chain food production for China and grow with CIC money agri resources by scale.
Sun, Oct 04, 2009
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StockTalks by Ticker
AWC
,
CENX
,
CEO
,
CLD
,
E
,
GCC
,
GRO
,
NOBGF.PK
,
RTP
,
USD
,
WTI
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