Seeking Alpha

optionsgirl

optionsgirl
Send Message
View as an RSS Feed
View optionsgirl's Comments BY TICKER:
Latest  |  Highest rated
  • Gilead Results Can Affect The Entire Market [View article]
    GILD's pipeline (and potential) has nothing to do with herd instinct. To label GILD long positions "herd instinct" is specious!
    http://bit.ly/18HjhMi
    Apr 22 02:34 PM | 1 Like Like |Link to Comment
  • Why Not Consider This 12% Yielder As An Alternative To REITs And MLPs? [View article]
    Yes, I realized my error and asked the author to remove the comment, before you responded, xxavatarxx. Thanks for the correction.
    Apr 22 02:26 PM | Likes Like |Link to Comment
  • Why Not Consider This 12% Yielder As An Alternative To REITs And MLPs? [View article]
    to xxvatarxx: I believe PSEC was already removed from the S&P indexes and that it isn't on Russell.
    Apr 22 01:50 PM | Likes Like |Link to Comment
  • Gilead Results Can Affect The Entire Market [View article]
    That's correct. Your readers appear to be interested in fundamentals and the back story more than technical indicators. Yours is an opinion piece short on the facts that make GILD the current market darling, in my opinion.
    Apr 21 07:11 PM | 1 Like Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Not necessarily inflation, TB. Fundamentals have driven up the price of commodities. Flooding in some areas, drought in others that impacted feed and grain prices, virus in pigs that results in destroying the animals, smaller herds of cattle that caused beef prices to increase to the highest level in more than a decade...
    If anything, the bond yields are flattening, and the new tune being sung in both the USA and ECB is disinflation.
    Now, I'm not saying they're right, but that is what the lark is singing.
    Apr 21 06:51 PM | 5 Likes Like |Link to Comment
  • Gilead Results Can Affect The Entire Market [View article]
    It's a good time to sell puts and try to get in cheaper pending GILD reporting.
    Apr 21 03:05 PM | Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    I hope you all had a happy holiday.
    Here's a story about American ingenuity, LED lighting, product design, efficiency and THC...
    http://yhoo.it/1eVBQ4A
    Apr 20 06:10 PM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Regarding the gold drop yesterday morning (half a billion $ futures contracts dumped at once) http://bit.ly/1r1Hl1y
    Apr 17 02:15 AM | 5 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Did you see this one, DG? Every day we see examples of government overreach. It's pervasive, at all levels.
    http://bit.ly/RqxVCs
    Apr 16 11:32 PM | 6 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    WT- I got $.83 premium on SLW

    Notable events coming up: SLW is due to report May 8th after market closes, and on May 9th they are having their annual meeting at 1:00 pm.
    Will they announce a dividend?...stay tuned for another month.
    Apr 16 11:19 PM | 5 Likes Like |Link to Comment
  • 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
COMMENTS STATS
4,957 Comments
21,025 Likes