Seeking Alpha

Valley Boy

Valley Boy
Send Message
View as an RSS Feed
View Valley Boy's Comments BY TICKER:
Latest  |  Highest rated
  • Middle East North Africa Investing Blog [View instapost]
    The port of Chabahar on the Gulf of Oman in southeastern Iran seems to have good prospects for future commerce. That's if the regional geopolitical situation becomes more benign and when the port becomes connected to the rail network serving the rest of the nation.
    Chabahar is across the border from the Baluchi port of Gwadar and faces the western Indian ports such as Mumbai.
    Mar 8, 2015. 04:52 PM | Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    The river port of Dawei in southern Myanmar is being proposed to be the main transshipment hub between Thailand and Indochina to the east and India, Sri Lanka, the Persian Gulf and East Africa to the west.
    The infrastructure to support that idea will have to be built from scratch. Much of the surrounding area is still quite wild. A large scale project doesn't seem to be working out due to various difficulties. A smaller scale project might work to serve as the main trading center for southern Myanmar.
    Mar 8, 2015. 04:01 PM | Likes Like |Link to Comment
  • A Quick And Dirty Problem For IShares MSCI Frontier 100 ETF [View article]
    Chennai is considered to be the premier gateway port city for India's trade with the dynamic economies of Southeast Asia in addition to Sri Lanka. Chennai should prosper for many years to come.
    Feb 26, 2015. 02:24 PM | 1 Like Like |Link to Comment
  • Mongolia Weekly Update [View instapost]
    All's well that ends well.
    Feb 26, 2015. 12:56 AM | 1 Like Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Maybe Tasman has a chance to pick up Molycorp's Silmet facility in Estonia for pennies on the dollar.
    Jan 22, 2015. 07:14 PM | 3 Likes Like |Link to Comment
  • Tepper: 2015 shaping up like 1999 [View news story]
    I sort of agree. Oil crashed in 1986 then stocks crashed in 1987 so it is probably worthwhile to remember that sequence.
    Dec 24, 2014. 12:29 PM | Likes Like |Link to Comment
  • Now Is Not The Time To Buy Russian Market [View article]
    Russia might offer price discounts on its mineral wealth for the time being while it figures out an economic recovery strategy.
    Russia has lots of minerals.
    Dec 19, 2014. 03:18 PM | Likes Like |Link to Comment
  • As Ruble Dies, Russia Sells Crown Jewels To Stem The Chaos [View article]
    Perhaps the Federal Reserve or someone else will soon buy up the American treasuries now owned by the Russians.
    Dec 17, 2014. 03:11 PM | Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    OK, I'll keep your skepticism in mind while I'll check to see if they actually produce anything within a couple of years.
    Niobium might be less scarce now than what was available some years ago. I'll check back later.
    Dec 16, 2014. 02:07 PM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Mr. Smith. late from Molycorp, might have a winner this time.
    Dec 15, 2014. 05:45 PM | 1 Like Like |Link to Comment
  • Why I Expect WTI To Go Back To $100 [View article]
    I think you have that correct, surplus.
    The Chinese must figure that since they were able to negotiate obtaining cheap oil from the Russians then why not from the Saudis? Keeping in mind that China has been the best customer for Saudi oil in the last decade, the Chinese must now be getting a volume discount from the Saudis.
    Dec 4, 2014. 01:34 PM | Likes Like |Link to Comment
  • A Fundamental Economic Factor In The Rare Earth Space: Acid [View article]
    Thank you for such an informative article.
    The investing community can appreciate that the chemical industry will benefit from the rare earth developments, too.
    Dec 2, 2014. 07:06 PM | 1 Like Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I'm less enthusiastic than I used to be about the mining projects in Australia, USA and Canada because they must be in the process of gradually pricing themselves out of the global market.
    But at least the related technologies keep improving in the meantime.
    Dec 1, 2014. 12:07 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    It looks like the prospects for thorium energy development continue to improve. This trend ought to help to maintain the future value of the thorium- laced rare earth mines, all other considerations held equal.
    Nov 30, 2014. 12:14 PM | 4 Likes Like |Link to Comment
  • Cracker Barrel Is A Cash Cow, Here's How To Milk It [View article]
    I've been to their store in Yuma just off of Interstate 8, the closest one to California. I enjoyed the visit. I thought at the time that they might be leery of expanding into California for various reasons but that they might consider building one at Thousand Palms near Palm Springs and Indio just off of Interstate 10 on an experimental basis to see what success that will bring. If successful, then they might consider expanding into the metro edge cities where there is still a lot of country character: Lancaster, Palmdale, Victorville, Banning, Hemet, Perris, Temecula, Santa Clarita, Norco, Bakersfield and so on.
    Oct 15, 2014. 02:08 AM | Likes Like |Link to Comment