Sakata

Rare Earth Metals: How to Invest

Thanks for the pointers. I will take a look.


On Sep 13 02:31 PM Gareth Hatch wrote:

> Sakata - do a search at SeekingAlpha.com and at ResourceInvestor.com
> for articles by Jack Lifton on this subject. Also check out RareMetalBlog.com
> .

Rare Earth Metals: How to Invest

I've not really thought much about rare earth metals but this seems really interesting. I don't want to get involved without learning more about it though. Anyone know where I can find more information?

Short Squeeze Could Propel Silver Prices Higher

Back in May I responded to one of GoldCore's posts with the following:

"I am not convinced that gold will outperform silver. The gold-to-silver ratio has been steadily declining and is now below 65. In another thread recently I said that I thought it would reach 60 by the time gold hit $1000 again. That would give a value of $16.67 for silver. I also said I expect it to drop to 50 by the time gold hits $1250, for a silver value of $25."
(seekingalpha.com/user/...)

Seems like I was pretty much on target (currently the ratio is about 61). I am not concerned about any short term trends or resistance. I firmly believe that gold will be $1250 by the end of the year and that the ratio by then will be around 50. Short terms concerned about squeezes or resistance are for speculators, not investors.

Will Pickens' Scrapped Project Slow Wind Energy Momentum?

This is bad news for the short term. People looking for negatives ina situation tend to overreact to news like this. I'm probably too old to ride this one out and will have to carefully watch the conseuqences, but for anyone under 40 this could be an excellent opportunity to get in at bargain levels - just watch the market and see what happens.

Will $1,000 Gold Signal a Rush to Buy Juniors?

Because you have to identify yourself to have an article published on SA and I have no desire to do that.


On Jun 04 01:35 AM optionsgirl wrote:

> Sakata- why don't you write an article about it? I bet a lot of people
> would want to read it!

Will $1,000 Gold Signal a Rush to Buy Juniors?

I don't know of one, so I created my own. Back at the end of October I selected some very basic criteria and randomly selected 50 juniors which fit them and bought an equal dollar amount of each. If added and removed a few along the way but as of yesterday I was up 105% after commisions.. I haven't checked today's figures yet but it looks like a 5% loss today, so over all I am up about 100%. It would probably have been better but I didn't implement my 20% stop loss intil about two months ago - previously I had it set at a lower percentage and was forced out of a few holdings.

Bottom line, if there is no ETF create your own simulation.


On Jun 03 06:58 AM Roger Knights wrote:

> There ought to be an ETF for some juniors (and even also for some
> junior juniors), just as there is for the seniors. (If there is,
> and I'm unaware of it, pipe up!)

Gold Investors Get Bullish News But Shouldn't Celebrate Yet

Is it just my paranoia, or is there a reason that news sources have quit quoting the price of gold along with the price of oil and the dow?

Scrap sales have increased and the people selling the scrap are getting a fraction of the real value because they no longer know what the value of gold is. The people who are willing to sell for a pittance are not the people who are going to seek out the price if they are not told it.

I am suspicious that one reason scrap sales are up is because people don't know the real value. They don't know the real value because the news media doesn't tell them. The media doesn't tell them because it is all owned by bid conglomerates with vested interest in suppressing the price.

Am I being realistic? I don't know, but I wouldn't bet against this scenario.

GATA: U.S. Government Suppressing Gold Price

"Russell concurs with the Gold Anti-Trust Action Committee (GATA) that elements in the US government are suppressing the gold price through financial proxies in order to maintain faith in the dollar and US government debt. "

Did anyone notice that it is not just gold that is being suppressed? GATA itself is. Check out this page: en.wikipedia.org/wiki/..., which documents the deletion of the wikipedia page on GATA.

Divergence and Gold

You get a very different picture if you take a longer time frame. I think that looking at a two month period instead of a six month period is very shortsighted. Everything is set for a long term increase, even if there is a short term decline. These charts and conclusions are only valuable for traders

Northgate Minerals: Another Junior Miner on the Move

On May 12 06:30 PM Sakata wrote:

>....

I forgot I have not looked at today's market when I wrote that. After the last two day's my profit is 185% , not 148% !!!!

Northgate Minerals: Another Junior Miner on the Move

I bought NXG when the mining stocks bottomed on Oct 30th of last year when it was $0.70, along with many other mining stocks. So at its current price of $1.74 I have 148% profit, the sixth best performing stock in my portfolio since that time. DMMIF and DRGDF have beaten if by far and GYSLF, QADMF and PRZ have all bettered it even though I have held them for less time. Of those five DMMIF is starting to look a bit tired but the others are still going stong.

Silver Looks to Challenge Resistance

On May 12 09:15 AM Beach Bubba wrote:

> The premiums one must pay to own physical PMs are getting crazy...look
> at the ebay prices of common coins and onces....It is definitely
> a seller's market. Even the wholesale marketer's of fresh minted
> coin and bullion have the same premiums. When it is the season to
> buy, one finds it is too late....or is it?

Another thing I forgot to mention. EBay's fees are so high it is not the best place to buy. Commisions on any auction starts at arounf 7% and goes up from there. There are other auction sites, with much lower volume, but lower prices. Try ola.com, for example.

Silver Looks to Challenge Resistance

On May 12 09:15 AM Beach Bubba wrote:

> The premiums one must pay to own physical PMs are getting crazy...look
> at the ebay prices of common coins and onces....It is definitely
> a seller's market. Even the wholesale marketer's of fresh minted
> coin and bullion have the same premiums. When it is the season to
> buy, one finds it is too late....or is it?

It is not the premium which is important, it is the spread. If you can replace your silver for more than you sold it for then you are ahead, regardless of the premium.

Buy when there is a tempory low and sell when there is a temporary high. For example, about a month ago Apmex has a sale -- any bars $0.99 per ounce above spot - when the spot price was low. I picked up 500oz at $12.97 per ounce. Now the spot price is over $14. I could sell and make a nice little profit in just a fe weeks, but I am choosing to hang on.

Silver Looks to Challenge Resistance

"Silver has again risen even more sharply (up 2.6%) and looks like it has the momentum to challenge resistance near $14.50/oz to $14.60/oz. While silver is only marginally below its February highs ($14.63), gold is still some 9% off the $997/oz reached then. Thus short term, you would expect gold to play a little catch up on this move."

I am not convinced that gold will outperform silver. The gold-to-silver ratio has been steadily declining and is now below 65. In another thread recently I said that I thought it would reach 60 by the time gold hit $1000 again. That would give a value of $16.67 for silver. I also said I expect it to drop to 50 by the time gold hits $1250, for a silver value of $25.

Gold Investments Market Update - Silver Looks to Challenge Resistance Near $14.50/oz to $14.60/oz

"Silver has again risen even more sharply (up 2.6%) and looks like it has the momentum to challenge resistance near $14.50/oz to $14.60/oz. While silver is only marginally below its February highs ($14.63), gold is still some 9% off the $997/oz reached then. Thus short term, you would expect gold to play a little catch up on this move."

I am not convinced that gold will outperform silver. The gold-to-silver ratio has been steadily declining and is now below 65. In another thread recently I said that I thought it would reach 60 by the time gold hit $1000 again. That would give a value of $16.67 for silver. I also said I expect it to drop to 50 by the time gold hits $1250, for a silver value of $25.