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marpy

marpy
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  • Report: Rio Tinto considering making a bid for Turquoise Hill [View news story]
    $8 if it came to be would be a very low ball offer. This deposit is a huge world class high grad deposit with a 100 years life - easy 500 billion plus of metal in the ground. I would expect that Friedland and the big institutional share holders that know what they are have will be holding out for considerably more.
    This could explain some of Freidland recent derivative trading (saw an article on an interview with him not to long ago) He stated that although his holdings in TRQ were reduced, his exposure was much higher due to derivative positions he held.
    I am long TRQ and would do well at $8 but will be holding in the expectation of considerably more. Some shareholders have been waiting years for the GOM to come to some common sense and it looks like this time is quickly approaching.
    Mar 6 07:49 PM | 4 Likes Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    some interesting reading with respect to mining throughout the world and in Mongolia

    The results of this survey are more or less the bible for miners as far as where good places to invest money go.

    http://bit.ly/1czKfUu

    coppied from page 71

    Mongolia
    A regulatory “horror story”: The whole Oyu Tolgoi fiasco- government wanting to
    renegotiate a 30 year deal less than two years after signing it.
    —An exploration company, Vice president

    Government has not clearly set out new mining investment rules
    and is stuck with a system where investors do not know what they will end up owning at the end of the day—government needs a clear policy and several years of consistent non-corrupt operation of it to attract more investment.
    —An exploration company, Company president

    Disclosure - I am long TRQ - but only because it has a heavy weight like Rio Tinto backing it and because of its high profile unique situation (It will be responsible for 30% of Mongolian GDP when at peak production) so you could say that as TRQ and its mine goes, so goes the economy in Mongolia and the GOM is well aware of this.

    As for other investments in Mongolia, IMO If it does not have the backing of a real big heavy weight with clout, you may as well roll the dice at the casino! ;-)
    Mar 4 02:38 PM | Likes Like |Link to Comment
  • Why President Obama Will Approve Keystone XL And Why TransCanada's Shares Will Soar [View article]
    For those thinking oil sands oil is so bad, you should think again!

    More Duke plants cited for violations after coal-ash spill. North Carolina regulators have cited five additional Duke Energy (DUK) power plants for lacking the required storm-water permits after a recent spill at one of the company's coal-ash dumps coated 70 miles of the Dan River in toxic sludge. Two other violations were issued on Friday. Still, Duke only face fines of hundreds of thousands of dollars for the breaches.
    Mar 4 09:20 AM | 1 Like Like |Link to Comment
  • Enbridge: A Smooth Operator? [View article]
    TRP has 30 billion worth of projects on the books even without Keystone XL so although Keystone XL pipeline approval would be positive, lack of approval should not be such a big drag. America has way more to loose by Obama not allowing Keystone XL than TRP has to gain. Once Canada develops other markets for this oil, then the big discount America now gets on it disappears. JMO
    Feb 27 07:17 PM | Likes Like |Link to Comment
  • TransCanada CEO Girling "undeterred" by latest Keystone XL hurdle [View news story]
    Yawn - how many times have we seen this before? The opposition finds a sympathetic judge to rule in their favor only to have it over turned by a higher court or another judge.
    Feb 21 10:25 AM | 1 Like Like |Link to Comment
  • Keystone pipeline review gives Obama, State Department an out [View news story]
    To much of a big deal is being made about this court decision. The next court will overturn it.
    Feb 20 11:40 AM | Likes Like |Link to Comment
  • ArcelorMittal considers buying Italian steelmaker Ilva [View news story]
    while the TK deal makes a lot of sense and should have MT shareholders smiling, I am not so sure that the IIva deal is such a good idea. In IIva you are dealing with a chronic money loosing plant in a country with a seriously screwed up government and a heavily socialist agenda. One thing for sure though is that nobody knows steal like Mittal and his management team as such I would expect that if they can not make it work, they will not do the deal. JMO
    Feb 11 09:50 AM | Likes Like |Link to Comment
  • Canadian PM sees Keystone XL approval, with or without Obama [View news story]
    Why I think you have just stumbled upon his legacy! "Planetary Piss Off King" LMAO
    Feb 11 09:42 AM | Likes Like |Link to Comment
  • Warren Buffett Is Wrong About Dividends [View article]
    The answer here is as simple as "follow the money" Buffet buys good quality dividend paying stocks that he understands. He does not buy "pie in the sky " shares that are hot today and cold tomorrow. The fact that he does not pay a dividend is not relevant to the question because the share price and growth of his company shares are supported by companies that do pay a dividend. If you want some of those dividends - sell some shares. This very different than owning shares in some growth company who's growth and future will only be as good as its last new product.
    Feb 7 11:11 AM | Likes Like |Link to Comment
  • Energy East pipeline would raise greenhouse emissions, report says [View news story]
    Pembina report = big joke! You are talking about a bunch of environmental green clowns here that are extremely biased in their views. Common sense is not in their ball park!
    Feb 7 10:58 AM | 1 Like Like |Link to Comment
  • Broad coalition backs Keystone XL oil pipeline, adding pressure on Obama [View news story]
    Most of the property owners in question were quite happy to collect their initial payment and will be quit happy to collect their future lease payments as once the line is buried they will not even know it is there. As for leaking, this line will be built to much higher standards than the 1000' of miles of pipeline already crossing America and so that should not be a problem.
    Feb 5 07:35 PM | 2 Likes Like |Link to Comment
  • Broad coalition backs Keystone XL oil pipeline, adding pressure on Obama [View news story]
    Your comments amount to nothing more than fear mongering as there is minimal chance of this pipeline leaking and zero chance of any of this oil affecting the aquifer if it were to leak.
    Feb 5 07:30 PM | 2 Likes Like |Link to Comment
  • Intel: The Next Quarter Will Be Rough [View article]
    Ashraf - "There are very few brutally honest analysts out there, and I want to be among those few." IMO - This is by far the biggest asset one could have. Yes it may cause some short term pain but in my experience in the long run it will be all gains. Nice to see you stick to your guns and my statement has nothing to do with whether you decide to sell Intel or not. :-)
    Feb 3 12:44 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Inc., Your Pipeline For Gas [View article]
    Over time, I would agree with you but in the immediate to mid term, these alternate technologies will only fill a small market and not provide what the masses need. Fuel cells still have a lot of technical issues associated with them and as for hydrogen, its expensive and infrastructure to distribute it is non existence. 30 years from now, it may be a different story. JMO
    Feb 3 10:11 AM | Likes Like |Link to Comment
  • Final Environmental Review Demonstrates Keystone XL Should be Approved [View article]
    Will Obama finally wake up and approve this pipeline?????
    Feb 2 10:45 PM | Likes Like |Link to Comment
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