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optionsgirl

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  • QuickChat #270, April 2, 2014 [View instapost]
    Is anyone watching SLW? I sold June $21 puts.
    Apr 16 02:44 PM | 5 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator April 8, 2014 To ??? [View instapost]
    DG be careful with that stuff. I just read that it is highly poisonous, and only part of the plant can be used. Here is one of many articles:
    http://yhoo.it/1jHPSFC
    Apr 15 10:13 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Thanks very much for your time and explanation.
    Apr 5 11:03 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Thanks, TB I'll write to him and see if he will be kind enough to answer my bottom line questions.
    Apr 4 07:05 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Gareth Hatch wrote a thoughtful analysis about the WTO decision on China's control of pricing for REE's. http://bit.ly/1howCII

    The conclusion GH wrote states:
    "It should be noted that regardless of the outcome of the WTO dispute, downstream users of REE products in China, that incorporate these materials into components and other goods that are then exported from China, will still have a distinct advantage over downstream users outside of China. Apart from labor costs, exports of finished goods are eligible for a rebate on the 16% VAT paid on the original raw REE materials, a rebate that has not been given on exported raw materials since 2007."

    I do not understand this conclusion. If a product is manufactured outside of China, with rees mined and chemically produced outside of China, why would they be subject to a VAT of 16%? What body imposes this VAT tax? Is his statement limited to rees exported from China? and, does this contradict his earlier statement regarding export fees ( where WTO held China was not even handed in treatment):

    "While this is great news for end users of REEs, it is not particularly good news for the operators of existing REE mines outside of China, or the developers of new REE projects. Many developers have for some time been using erroneous price assumptions when reviewing the economics of their projects, since they have assumed that they could sell intermediate concentrates into China, at discounts to FOB / export prices. The reality is that such sales would have to be competitive to internally sourced concentrates, and so the correct approach is to discount in relation to domestic, not FOB / export prices. If the prices converge as a result of the elimination of export controls, then the ambiguity goes away, and we are left with similar prices regardless of the destination of the products."

    I hope someone with more understanding of this market will comment. Bottom line question: How should this impact Lynas and Molycorp? Have they been mispricing product?
    Apr 4 01:20 PM | 5 Likes Like |Link to Comment
  • QuickChat #269, March 5, 2014 [View instapost]
    What's new about car companies hiding flaws that result in death or disfigurement? We remember the Ford Pinto, and the infamous memo that coldly calculated the payout to fix the rear end collision problem that caused them to ignite--$125 Mil v paying out death claims--$50 Mil.
    Why, when was it that Toyota got tagged $1.2 Bil for hiding acceleration problems?? Oh, yeah, last week.
    Bottom Line: The car industry is highly regulated.
    It doesn't matter if it's the NHTSA, or Treasury, the SEC, the MIC KEY...Government regulation flunks.
    I heard an interview with a couple who lost a daughter driving a Chevy Cobalt. The fix would have cost $1.00. Here's their story.
    http://nbcnews.to/QFv5sX
    Apr 2 10:08 AM | 5 Likes Like |Link to Comment
  • QuickChat #269, March 5, 2014 [View instapost]
    Woodside, Delek, Noble. Here's the progress report on Leviathan:
    http://bit.ly/1jA5iMI
    Apr 2 08:11 AM | 2 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator February 14, 2014 To April 8, 2014. [View instapost]
    Ticker is BONS (Tel Aviv stock market)
    It is bone grafting technology and the idea is marvelous. It is very early in the life of the company and product.
    http://bit.ly/1gMMae4
    Shalom y'all.
    Apr 1 11:22 PM | 3 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator February 14, 2014 To April 8, 2014. [View instapost]
    Erck bought more, too. I think this is just a solidarity message:
    "Don't worry that Cadila reduced its postion from 13% to under 5%, we still feel confident in the future of our company..."
    Mar 26 04:52 PM | 4 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator February 14, 2014 To April 8, 2014. [View instapost]
    As if they aren't doing enough damage to the medical system, now they have to go after GILD...
    Mar 24 10:27 AM | 3 Likes Like |Link to Comment
  • QuickChat #269, March 5, 2014 [View instapost]
    Some of you mentioned that you are considering getting out of PSEC or perhaps already have, and were concerned regarding BDC's removal from S & P Indexes and the possible removal from the Russell indexes in June. The comments from this BDC
    Buzz article addresses this topic well, imo.
    I had actually contacted the author and asked him if he could suggest a site or two where the risks were written out, but he ignored me. Likewise, he ignored the question when I submitted it in the comments section. So be it. Other people responded.
    I found the comments section valuable.

    http://bit.ly/1iugvx3
    Mar 24 10:18 AM | 4 Likes Like |Link to Comment
  • QuickChat #269, March 5, 2014 [View instapost]
    MT Gox found 200,000 Bitcoin. It was in the "other" wallet.
    I changed my purse the other day. I found loose change,lol.
    http://cnnmon.ie/1rhEIvh
    Mar 23 09:59 AM | 4 Likes Like |Link to Comment
  • Poor Home Sales Will Be Around A Long Time [View instapost]
    And one more thing:
    The notion that federal programs ( and FHA comes to mind) is just for poor people is also wrong. According to the HUD website:
    The CY2014 basic standard mortgage limits for FHA insured loans are:
    One-family Two-family Three-family Four-family
    FHA Forward $271,050.00 $347,000.00 $419,425.00 $521,250.00
    HECM $625,500.00
    Fannie/Freddie $417,000.00 $533,850.00 $645,300.00 $801,950.00
    High cost area limits are subject to a ceiling based on a percent of the Freddie Mac Loan limits
    The ceilings for CY2014 are:
    One-family Two-family Three-family Four-family
    FHA Forward $625,500.00 $800,775.00 $967,950.00 $1,202,925.00
    HECM $625,500.00
    Fannie/Freddie $625,500.00 $800,775.00 $967,950.00 $1,202,925.00
    Section 214 of the National Housing Act provides that mortgage limits for Alaska, Guam, Hawaii, and the Virgin Islands may be adjusted up to 150 percent of the new ceilings. This results in new CY2014 ceilings for these areas of:
    One-family Two-family Three-family Four-family
    FHA Forward $938,250.00 $1,201,150.00 $1,451,925.00 $1,804,375.00
    Fannie/Freddie $938,250.00 $1,201,150.00 $1,451,925.00 $1,804,375.00

    Once in awhile, it's nice to read some facts to support opinion
    rather unsupportable platitudes.
    Mar 23 09:45 AM | 1 Like Like |Link to Comment
  • Poor Home Sales Will Be Around A Long Time [View instapost]
    Wrong, wrong, wrong. Realtors can not manipulate prices by "trying to sell premium houses to make the average look like it is going up or stable."
    You should know better. Realtors can only show houses that are available to show, to qualified buyers. The banks determine qualification in conjunction with the requirements of the federal government as dictated by Fannie, Freddie et al.
    To suggest that this is manipulated by NAR is specious.
    Mar 23 09:29 AM | 1 Like Like |Link to Comment
  • Swine Flu AND Medical News Concentrator February 14, 2014 To April 8, 2014. [View instapost]
    HTL, that is a good point. When I went back to the NVAX website, one page shows the status of the rabies vaccine as "preclinical". On another page, it shows that the adjuvant for the rabies vaccine is in Phase 1.
    By looking at their website, it's easy to add 2+2 and come up with 22~ the website is vague at best, and particularly difficult for someone who has no background in understanding biotech (Me!), imo.
    Mar 22 06:01 PM | 4 Likes Like |Link to Comment
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