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bobbafett38@yahoo.com

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  • If There Is Such A Thing As A Free Lunch In The Markets, Stans Energy's Favorable Settlement Comes Close [View article]
    yep, unfortunately seems like a dud.
    Jun 9, 2015. 08:40 AM | Likes Like |Link to Comment
  • If There Is Such A Thing As A Free Lunch In The Markets, Stans Energy's Favorable Settlement Comes Close [View article]
    I mean Stans management seems open to settling by receiving the license and then mining as per the original plan, as opposed to receiving funds or centerra shares.
    Jun 4, 2015. 03:08 PM | 1 Like Like |Link to Comment
  • Buy The AuRico Gold Spin-Off [View article]
    http://bit.ly/1Po1tfA

    this is the press release with exact details as well
    May 15, 2015. 12:00 PM | Likes Like |Link to Comment
  • Buy The AuRico Gold Spin-Off [View article]
    thanks SomaBull for this article. Its particularly compelling when the CEO steps away to run the spinoff... how much of the valuation do you think is attributed to the "call option" on Kemess East? thanks
    May 13, 2015. 08:47 AM | Likes Like |Link to Comment
  • If There Is Such A Thing As A Free Lunch In The Markets, Stans Energy's Favorable Settlement Comes Close [View article]
    Any thoughts on recent developments here? Seems like the consensus is the seizure of 47 million shares of Centerra isn't really going to save the day for Stans-- because the Centerra assets are in Kyrgz Republic as well and could be expropriated. Also, it seems Stans management is willing to take the license and mine and that the government could settle the case that way (they would probably write a check over their dead body).
    May 11, 2015. 09:45 AM | Likes Like |Link to Comment
  • A Patch Of Green In The Commodity Sea Of Red: What's Driving The Outperformance In Uranium? [View article]
    Though, just to play devil's advocate, will acquirers focus more on the 44 million pounds of high grade indicated, and sort of ignore the headline 79 million number?
    Jan 12, 2015. 09:42 AM | Likes Like |Link to Comment
  • A Patch Of Green In The Commodity Sea Of Red: What's Driving The Outperformance In Uranium? [View article]
    105 million pounds... and also, what's a reasonable valuation marketwise and then takeout wise? Rob Chang put out a note Friday night with 1.65 CAD target for market trading and 2.50 takeout. I do have a bad feeling though that Hathor's $11/pound takeover price won't be matched given the current conditions in the energy & uranium markets. But even $7-8/pound isn't too shabby.

    And the possibility of carving out the Triple R deposit and spinning off the rest yet again?
    Jan 11, 2015. 12:10 PM | 1 Like Like |Link to Comment
  • BHP iron ore chief says prices not likely to rise above $100/ton again [View news story]
    like I said above: "Whether it works or not, is wise, is another question altogether. But ranting against management here makes no sense until we see the results of this strategy... "
    Dec 16, 2014. 08:37 AM | Likes Like |Link to Comment
  • BHP iron ore chief says prices not likely to rise above $100/ton again [View news story]
    The BHP CEO's comments were merely a prediction not a desire. BHP & RIO are trying to win more profit through market share-- selling more iron ore at cheaper prices can mean more profit for shareholders possibly than selling less iron ore at higher prices. This is a price war and they are trying to knock out the competition. Whether it works or not, is wise, is another question altogether. But ranting against management here makes no sense until we see the results of this strategy...
    Dec 15, 2014. 08:15 AM | 1 Like Like |Link to Comment
  • Winthrop Realty Waves The White Flag - So Should Investors [View article]
    thanks for posting that... $21 may be ambitious, but hey would be great if it happens. I think the real kicker here is that Winthrop pays back large portions of the liquidation quickly, which increases the annualized return dramatically on the leftover portion--- even if the ultimate liquidation value is the conservative $18.35. The wild card still seems to be the Times Square hotel...
    Dec 3, 2014. 07:39 AM | Likes Like |Link to Comment
  • Winthrop Realty Waves The White Flag - So Should Investors [View article]
    yeh FUR crushed it. The question is how much of the $18.35 is pricing in rental cash flows versus an increase in valuation for the 701 7th avenue property, but they are still apparently being conservative.
    Nov 7, 2014. 08:55 AM | 1 Like Like |Link to Comment
  • Update: Cliffs Natural Resources Short Thesis Under Question? [View article]
    thanks James very much, that does help. I thought that Mesabi would go on just fine, but needed second opinions and your points about the viability of Northshore prove it clearly. thanks
    Oct 20, 2014. 03:50 PM | Likes Like |Link to Comment
  • Update: Cliffs Natural Resources Short Thesis Under Question? [View article]
    How does the troubles at CLF affect the Mesabi Iron Ore trust by the way (MSB)?
    Oct 20, 2014. 09:49 AM | 1 Like Like |Link to Comment
  • From Frac Sands To Oil Sands: Athabasca Minerals Has It Covered [View article]
    Any rough estimates out there on financing needed? Just wondering how much dilution will be needed. With the share price getting closer to pre-Firebag story levels, you might be getting all that priced in effectively.... I don't have a position at present but getting an itchy trigger finger
    Oct 2, 2014. 02:05 PM | Likes Like |Link to Comment
  • Firebag River - A Red-Hot Canadian Frac Sand Deposit? [View article]
    What is a reasonable cost estimate do you think to get the frac deposit up and running? How much does all the labor and hydrosizers and what not cost? Would drillers signing long term contracts put enough of a down payment in to cover those costs? Seems like that might be tough, and easier for the company to just run a quick secondary while the stock is "hot".

    We are starting to get into "God is in the details" phase of logistics, cost management, client demand, etc etc.
    Aug 31, 2014. 06:19 PM | 1 Like Like |Link to Comment
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