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  • Tuscany International Drilling: Is Something Rotten? (Part 2) [View article]
    Hi VD

    I was wondering if you heard anything about the status of the TID case and if you believe we, as shareholder, would be able to recover something at some point.

    Some of the assets were being sold, but have not heard much for few months now.


    Jul 23 06:18 AM | 1 Like Like |Link to Comment
  • Precious Metals And Energy Should Be Safest Havens From War With Syria And Iran [View article]

    It is actually the other way. Iran wants to run a gas pipeline through Syria with the help from the Russians. That will hurt massively Qatar LNG exports and will strengthen Russian Gas exports into Europe. Btw, the US center of command in the Middle East is in Qatar and this is why Qatar tried to turn upside down the Syrian regime. Syria was also one of the key military Russian access to the Med.

    Some articles on the issue...
    and here
    Sep 2 04:01 PM | 2 Likes Like |Link to Comment
  • GoldTrust: The Discount To Spot Price Is A Joke [View article]
    Very precise analysis. thanks for sharing your insight on gold issues.

    What are your views on leveraged gold i.e. Powershares DB Gold Double Long ETN (DGP) offers 2x the daily rate of return on gold and VelocityShares 3x Long Gold ETN (UGLD). DO you happen to know if those are linked to the 'hot air bag' GLD, or is there physical behind it? Could be an interesting play on that.

    btw, I loaded the truck with CEF at 14.98. and so far Im happy.
    Aug 27 12:01 PM | Likes Like |Link to Comment
  • Halcon Resources: Dilution Spree Is Going On, Fundamentals Starting To Weigh On The Stock [View article]
    shut up or bring some value to the discussion...
    Aug 23 05:02 PM | 3 Likes Like |Link to Comment
  • Buying And Owning Gold Part 2: Specific Investments In Gold [View article]
    Nice job.

    CEF is similar to GTU. Holds only physical. Trading at a discount to NAV last week and earlire in the week and bought a chunk.

    As for junior mining coys, best is NSU. Run by gold veterans. M Cap 700m, cash in hand circa 400m. No debt. Cost per ounze $400 approx. The market will realize about this gem eventually...
    May 30 12:40 PM | Likes Like |Link to Comment
  • 3 Reasons To Buy The Renminbi Against The Dollar [View article]
    Interesting article.

    A tought: one could also buy Hong Kong $, which is pegged to the USD and grossly undervalued. HK$ is fully covertible internationally and it will eventually have to be repegged to the to USD at a different rate, say, 6.1 (not 7.8 as of now) as it was original rate in 1971.
    May 30 12:40 PM | Likes Like |Link to Comment
  • The Real Reason Inflation Never Came [View article]
    Yep. There are quite a few articles about it. Here is an example.
    and here

    Basically Russia + Iran intend to control circa 50% of the world gas supply. Syria is key to serve EU with Iranian gas. Asia is already covered with Russian pipelines. If that happens, US / Qatar / Saudi and Israel (big gas reserves recently found) and to some extend EU would loose the gas battle. Qatar would have a lot to loose, as it is totally dependant on LNG exports and they share their North Field gas reserve with Iran. Naturally, Qatar's logistics for LNG are more expensive than the Russians building gas pipelines in Iran...
    May 29 09:19 AM | Likes Like |Link to Comment
  • Novo Nordisk: Buy This 10 Year 27.47% CAGR Stock After Its Recent 16.94% Pullback [View article]
    well done. Top-notch article
    May 4 01:56 AM | Likes Like |Link to Comment
  • Top Bullish Stocks On Wednesday: Banco Santander With Unusual Call Activities [View article]
    Aside from the robust performance YoY, the bank is embedded in every layer of the economic fabric in Spain, UK and LatAm. The economies of those countries would be disrupted without Santander. Impossible the Spanish gov't or EU lets Santander fails. Btw, most revenues are from traditional retail and corporate banking, investment banking is a small operation.

    A good chunck of the Real Estate owned by Spanish banks and savings banks was transferred to a new gov't-controlled entity for a phased disposal and to facilitate the banks cleaning their balance sheets to comply with EU regulators. So a good part of the job is done. The good stuff, they kept i.e. stake in Gecina, etc., and will make yet another profit.

    Santander is a WFC traditional type of bank, nothing to do with savings banks or worse the likes of RBS, AIB and similar short-minded investment bankers.

    Bought at circa EUR 4 p/s few months ago and just doubled today my stake in SAN. A 10% div. is wonderful, and with rising EBITDA yield is bound to compress. Give yourself a little time 12 to 24 months and the market will weight this gem.
    Apr 8 02:05 AM | 1 Like Like |Link to Comment