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User 195396

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  • What To Think Of Agnico's Strategy, Exploration Results And Investment Decisions [View article]
    Agree-one of best managements in mining industry.
    Jun 14, 2015. 09:26 PM | Likes Like |Link to Comment
  • The Correlation Between Corn, The Dow, And John Deere [View article]
    I am curious as to your view as to what correlates to the grains in the financial mkts and in particular in correlation with wheat, corn, and soybeans to the financial mkts.

    Thanks for the article.
    Jun 13, 2015. 12:17 AM | Likes Like |Link to Comment
  • Russian Market Review: May [View article]
    The Pope just awarded Putin the angel-peacemaker medal.
    Sanctions eroded 25% of Italian-Russian trade in 2015.
    Berlesconi and his party are pushing for lifting sanctions.
    German trade with Russia is significantly reduced.

    Who is getting hurt here-Obama's cronies?, not likely-German banker says Obama is destroying Europe-this is Kabuki theater.
    Jun 11, 2015. 12:23 AM | 1 Like Like |Link to Comment
  • Russian Market Review: May [View article]
    Actually, he was not expelled but taken out into the woods and beaten severely-he wondered back later and was hospitalized, photos of his injuries are available on some sites-he is a ukraine naturalized us citizen and is now somewhere out of ukraine;
    as you say, isn't democracy grand.
    Jun 11, 2015. 12:10 AM | 2 Likes Like |Link to Comment
  • Russian Market Review: May [View article]
    Agree with your comment and the logic contained therein:
    1. When the neocons initiated the coup in kiev, it was clear from the stmts by the radical elements (will not get into the names of the extreme elements), that the Russian naval base at Sevestopol (under lease from Ukraine) was seriously at risk-this Putin could not allow;
    2. After the brutal massacre of pro-Russian supporters in the Odessa fire on 2 May 2014 and the subsequent bombing and shelling of civilian areas in the east, it was clear that a form of ethnic cleansing of the ethnic Russian population was underway by the kiev extreme elements-this also could not be allowed by Putin. That is not "aggression" as repeatedly affirmed by the Ministry of Truth, that is defending one's own.
    I would suggest that one try to look at the facts on the ground, the videos and photos of the devastated cities, villages, homes, schools, hospitals; the ukraines are using area style weapons and arty on non-military targets. Finally, forget about the western media-it prints the propaganda that is issued by the western govts, it is called keeping access to the government.
    Jun 8, 2015. 06:11 PM | 1 Like Like |Link to Comment
  • Why I Prefer Surgutneftegaz Preferred Over Common Stock? Its 21% Dividend Yield [View article]
    Ex-div is 14 Jul 2015, not 16 Jul as indicated in article; 16 Jul is record date.

    $1.54 is announced amount of div, pay date not provided. Last year, it was a month later.

    This evidently is an annual dividend.

    Volume today was ~2 mil when average is ~100K so evidently someone read your article.

    Thanks for the info.
    Jun 5, 2015. 07:44 PM | 3 Likes Like |Link to Comment
  • Russian Market Review: May [View article]
    Thanks-good summary of stk composition of RSX.

    Agree on obvious propaganda coming out of kiev but unfortunately the neocon geniuses in State act as a megaphone.

    It seems that the situation may become more tense, simply for the reason you pointed out, creating a pretext for US-Russian military confrontation or possibly a false flag incident.
    Jun 5, 2015. 12:59 AM | 3 Likes Like |Link to Comment
  • Vipshop: More Indications Of Misrepresentation [View article]
    Last count, seven law firms are either looking for lead plaintiff, have already filed class action, or are still in investigation phase on VIPS.

    Not a healthy sign.
    May 31, 2015. 01:14 AM | 5 Likes Like |Link to Comment
  • Alpha Natural must pay ex-Massey CEO's legal fees [View news story]
    This one escapes me completely-I understand ANR assuming Massey's legitimate liabilities but the fees of a former CEO who committed (allegedly) criminal acts and is under criminal indictment seems to me to be personal responsible. Sounds to me that some company lawyers are asleep-agree file now and make Blank sweat behind other creditors.

    I have not read the judgment but maybe someone could fill me in on the legal principles here.
    May 28, 2015. 04:33 PM | Likes Like |Link to Comment
  • Crude Oil: Don't Get Suckered Into Buying This Dip, Oil Has Further To Fall [View article]
    Very wise strategy! Trying to determine a directional strategy in todays mkts is a losers game (he says with pain on his face)-I tend to try to play your game with options on futures based upon probabilities- have not looked in depth on the ETF's you have mentioned but plan to do so.
    May 21, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • What It Really Costs To Mine Gold: The Agnico Eagle 1st-Quarter Edition [View article]
    I would think the key here is on a by-product basis-I take it that you do not believe that this is accurate accounting on the revenue/costs of the by-products at the end of the day-just asking.
    May 19, 2015. 02:09 PM | Likes Like |Link to Comment
  • What It Really Costs To Mine Gold: The Agnico Eagle 1st-Quarter Edition [View article]
    Q1 results indicate costs on by-product basis of $804-this is indeed significant.
    May 19, 2015. 10:55 AM | Likes Like |Link to Comment
  • Russian Stock Market: The Best 2015 Performer So Far [View article]
    Good article-thanks.

    Very impressive performance in spite of the Ministry of Truth and the lackeys in the western press trumpeting the end of the Russian economy. I think the world is getting fed up with the "exceptionalism" garbage and uni-polar thinking in wash dc.
    May 9, 2015. 10:08 PM | 6 Likes Like |Link to Comment
  • Agnico Eagle Released Q1 2015 Results On May 1, Another Home Run [View article]
    Just my opinion but do not believe you should look to AEM for div income-cash flow should and is used for development and exploration, ie the bread and butter of a well managed miner.
    May 5, 2015. 10:09 PM | Likes Like |Link to Comment
  • Agnico Eagle Released Q1 2015 Results On May 1, Another Home Run [View article]
    Good summary;
    Solid quarter with extremely solid and stable mgmt performing far above their peers;
    I was very impressed with the AISC number-last I looked, it was over $1100-maybe the by-products helped bring it down;
    Long AEM, hedged, for the long haul, no expectation of gold getting healthy anytime soon but will continue to sell premium on calls (and puts).
    May 4, 2015. 12:15 PM | Likes Like |Link to Comment
COMMENTS STATS
405 Comments
300 Likes