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  • Goldcorp's African Safari  [View article]
    6034700: It is very easy to attack a cylcial company at a tough point in the cycle. GG acually has been a good company vs. most peers. This is why it has the best balance sheet of any senior producer. Your brand of attack is weak yo.
    Jan 21, 2016. 12:51 PM | Likes Like |Link to Comment
  • Goldcorp's African Safari  [View article]
    Management selling Tahoe before it crashed for a big gain kind of makes up for the remuneration. Charles Jeannes (retiring) isn't Yamana's Marrone. This is a big company so comp/market cap isn't even close to some of the other bad actors. The key is to get ROIC which they have not done.
    Jan 20, 2016. 11:38 AM | Likes Like |Link to Comment
  • Low Cost Producer Birchcliff Energy LtD. Is Growing Through The Downturn  [View article]
    Long player, while the debt may have no covenants I notice it has a three year term it's therefore due quite soon and needs refinancing no? This is why this stock is in toilet, not inefficient market. This is not EOG dude. El deep
    Jan 17, 2016. 06:42 PM | Likes Like |Link to Comment
  • Royal Gold: Misunderstood Financier With Great Track Record Trading Substantially Below The True Value Of Assets  [View article]
    What about Mt. Milligan. How do we know it is safe if TC goes BK???
    Jan 15, 2016. 11:15 AM | Likes Like |Link to Comment
  • Low Cost Producer Birchcliff Energy LtD. Is Growing Through The Downturn  [View article]
    Dude! The debt is $500m+ The Enterprise value is mainly debt. This is not a good thing. It's real money and it's HUGE compared to the earnings power of this company at spot gas. Your accounting "book equity" can not pay off said debt when it is not generating a return at $2 gas. When you go to capital market to pray to save the company it will be with real equity, not book,
    Jan 14, 2016. 07:11 PM | Likes Like |Link to Comment
  • Low Cost Producer Birchcliff Energy LtD. Is Growing Through The Downturn  [View article]
    is it really fairl to say this company isn't levered when debt dwarfs market cap !?
    Jan 14, 2016. 10:35 AM | Likes Like |Link to Comment
  • Kirby Has Still A Lot Lower To Go From Here  [View article]
    Good article prevented me from catching falling knife. However biz is well run with Jones act protecting high margins and great record. Will look to enter below book
    Jan 14, 2016. 10:27 AM | 1 Like Like |Link to Comment
  • Resource Sector Digest: Predictions And Resolutions  [View article]
    Fly like an Agnico Eagle
    Jan 5, 2016. 01:53 PM | Likes Like |Link to Comment
  • Goldcorp: Avoid This Stock  [View article]
    Article said FCF is negative and this is false. as of the Q3 report. "while its free cash flow is also negative" as a result this article is a hot steaming pile of garbage.
    Jan 2, 2016. 09:16 AM | Likes Like |Link to Comment
  • Goldcorp: Avoid This Stock  [View article]
    YEa don't focus on the balance sheet . Right! Let's focus on FCF then!
    Nov 18, 2015. 11:27 AM | Likes Like |Link to Comment
  • Tracking David Winters' Wintergreen Advisers Portfolio - Q3 2015 Update  [View article]
    Buying what winters gives up on has been super profitable approach for example, WYNN during the recession and now NSC.
    Nov 18, 2015. 11:22 AM | Likes Like |Link to Comment
  • Goldcorp: Avoid This Stock  [View article]
    GG also dumped Tahoe for $800m or so recently = flush b/sheet, even after buying out EL Morro from NGD and combining it in the new JV. Re: interest rates, it is not interest rates that matter but REAL INTEREST rates. I consider that those who let the share price dictate their perception of LTerm fundamentals deserve what they get.
    Nov 3, 2015. 08:34 PM | Likes Like |Link to Comment
  • Goldcorp: Avoid This Stock  [View article]
    Yawn - zero analysis here either way. I am looking at GG's AISC, FCF, & balance sheet and seems good vs. other miners.
    Nov 3, 2015. 03:47 PM | 1 Like Like |Link to Comment
  • Thoughts On Yamana Gold At $2 A Share  [View article]
    Yamana has a gazillion more shares than it did ten years ago. Capital allocation has been horrifc.
    Nov 3, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • Leucadia National Is An Excellent Value Investment  [View article]
    LUK trading at book is only worth something if they can a future ROE on the assets OR sell assets above book and return the cash. The only returns are going into Handler's pockets it seems. Cummings and STeinberg left a legacy of shafting the newer (read: the greatest number of investors who ever had any interest) shareholders who got involved over the last 10 years. LUK risks being a foot note and history not some king of distressed BRK analog.
    Oct 21, 2015. 10:18 AM | 3 Likes Like |Link to Comment
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