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User 195396

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  • 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
  • Saudi oil rig counts hit record highs as U.S. cuts [View news story]
    I would add that increased military spending and the air war in Yemen is extremely costly (hey Wash, wars are expensive). They will need more revenue.
    Apr 30, 2015. 09:01 PM | 2 Likes Like |Link to Comment
  • Seadrill, North Atlantic Drilling, And Rosneft - A Long-Term View Of Perspectives In Russia [View article]
    Thanks for the update, Vladimir. To state the obvious, and as you correctly note, everything depends on the price of crude. Also, to state the obvious, the geopolitical situation needs to get sorted-to that end, Kiev does not seem to be doing too well and it is a risk that they will crank up military ops to drag everyone back in at expanded levels. The propaganda level here at the Ministry of Truth (State Dept) has subsided somewhat and perhaps the EU will realize that Crimea is a done deal and continuation of sanctions seems to be hurting them more than Russia IMHO.
    Apr 25, 2015. 12:53 PM | Likes Like |Link to Comment
  • The Golden Long: Frost's Pershing Gold Poised For A Significant Upside Move [View article]
    Suggest you wait for Preliminary Economic Assessment (PEA)-continue to check the web site to determine when it will be completed-do not bank on promises, wait for the PEA to see if the project is feasible IMHO.
    Apr 23, 2015. 11:59 PM | Likes Like |Link to Comment
  • Gazprom CEO to meet Greek PM amid reports of pipeline deal [View news story]
    Yep, absolutely no surprise. Throughout this mindless debacle of sanctions, I have wondered what it is that Brussels is trying to accomplish. Then I see the propaganda coming out of the US State Dept, the Ministry of Truth, and I begin to understand-it is the neocon playbook in spades. They have never worried about consequences and their track record is clear. I as an American despair that we will ever stop the war mongering coming out of the US foreign policy establishment, the "think" tanks, the media, the government. It certainly did not start with Obama and it will damn sure not stop if Hillary is elected-the neocons love her. Sorry, end of rant!
    Apr 20, 2015. 10:13 PM | 2 Likes Like |Link to Comment
  • Pershing Gold's Progress Continues To Impress, But I'm Handcuffed By Valuation Uncertainties [View article]
    Sounds to me that you know more than jack about a lot of things-the school of hard knocks instills in one a lot of common sense and that will go a long way in most situations. For me, I'm still mildly curious and watching but would not touch it until the PEA's economics are out there.
    Apr 12, 2015. 06:27 PM | Likes Like |Link to Comment
  • Credit Suisse offers seven stock picks among gold, copper miners [View news story]
    Actually, I'm ok with the reco on AEM but I agree that I would never follow CS on anything-in this case with AEM, IMHO, I think they got it right but prob just blind luck.
    Apr 12, 2015. 06:20 PM | 1 Like Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Goldman and cramer are in another club and the average trader/investor ain't in it!
    Be wary!
    Apr 4, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Agree completely! In this market, IMHO, betting on mgmt is key. Some other e & p's seem to have the rocks but manage to muck it up financially(not going into names but take a look at some that are down over 60-70%-heavy debt is a killer).

    This is not their first rodeo. Find the stalwarts and stay with them: PXD, EOG, CLR, ROSE etc. Don't play the recoveries in waiting (yet)-wait for a more stable market.
    Apr 4, 2015. 01:43 PM | Likes Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    FM, disregard earlier questions-still looking for historical charts, however, which chart contango trends for contracts out 12 months vs crude price.
    Apr 2, 2015. 02:33 PM | Likes Like |Link to Comment
COMMENTS STATS
396 Comments
284 Likes