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  • Energold: 2012 And Beyond [View article]
    Hi. Based on the performance of Energold do you still have ALL of your shares from when you wrote this article?

    Is it still a conviction buy?

    I put 50k in here based on your advice, almost all my savings, and I am still holding down despite the hit. You seem to know what you're doing, please tell me you are still holding ALL your shares, or have you sold ANY since you wrote this article?

    Please let me know, I'm down 45k and need to know what to do.

    PLEASE UPDATE. I'm freaking out.
    Nov 20, 2014. 03:04 PM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    EVERYBODY BUY GOLD ITS THE ONLY PRODUCT WORTH IT, IT IS A METAL AND SHINES BRIGHT.
    Jun 10, 2014. 04:51 PM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    this reminds me of all the people who thought bac was a bad investment when it was trading in the $5's a few years ago.

    i'll continue to buy GM.
    Jun 10, 2014. 04:48 PM | Likes Like |Link to Comment
  • Should General Motors Investors Recall Their Stock? [View article]
    Yeah, well they did so there's no real point in arguing that.

    New GM is not liable and for that reason the resulting lawsuits will be of little consequence. Americans forget quickly and as soon as the media moves on to the next Travon Martin or some WMD/Dictatorship lie/propaganda, the American public will forget and go back to their iPhones and other products purchased on credit.
    Apr 10, 2014. 08:03 PM | 1 Like Like |Link to Comment
  • Staples: Why Lousy Companies With Great Managements Are Still Lousy [View article]
    As I said Staples needs to focus on their Staples Advantage for businesses. In fact, I wonder if they will ever shutter their B&M locations?

    They have a great distribution network, rewards system, and infrastructure in place. They have about 25% of the school market.

    Yeah, office supplies are 'declining' so they will simply have to work on reducing costs on cheap items. With that said, Staples will continue to supply the industry with all types of equipment/furniture/co... accessories, etc.

    From what I've witnessed as a customer of SA, and in utilizing them as a individual consumer, they are poised to growth. They target a completely different market than WM (which I won't set foot in).

    Do they face challenges? Yes. But they are in a better position than their competition, Target & WM are diff markets, and BB may be a challenger on their technology side but Staples has the stronger rewards program (look into this, what they're doing is excellent in competing with online retailers).
    Apr 10, 2014. 08:01 PM | 1 Like Like |Link to Comment
  • Staples: Why Lousy Companies With Great Managements Are Still Lousy [View article]
    Staples control soffice supply market, there's a severe lack of understanding or realization of Staples' market share in office supply sales to large corporations. They are continuing to grow through acquisition in this territory and will continue to increase profitability through volume and overhead reduction.

    Control school market.
    Extremely popular internet sales.

    They may need to close less profitable stores to reduce overhead but the past few years they have seriously rebuilt their brand to the positive.
    Apr 8, 2014. 11:56 PM | Likes Like |Link to Comment
  • Should General Motors Investors Recall Their Stock? [View article]
    That was the old GM, Motors Liq. Corp. Current 'GM' is not responsible for these deficiencies.
    Apr 8, 2014. 11:53 PM | Likes Like |Link to Comment
  • Sprint And T-Mobile: Schrödinger's Merger, Part 2 [View article]
    Are you still backing up the truck on Sears too?
    Jan 29, 2014. 04:18 PM | Likes Like |Link to Comment
  • Coal Industry Stays On Track To Make A Comeback [View article]
    yes.
    Jan 27, 2014. 07:13 PM | Likes Like |Link to Comment
  • Coal Industry Stays On Track To Make A Comeback [View article]
    I'm sick of all these people who tout these stocks yet hold no financial position in any of them.
    Jan 27, 2014. 10:53 AM | Likes Like |Link to Comment
  • Coal Industry Stays On Track To Make A Comeback [View article]
    So bullish yet you own no coal stocks? Why not profit on the comeback?
    Jan 24, 2014. 10:48 AM | 3 Likes Like |Link to Comment
  • Geodrill Limited: West Africa's Leading Metals Driller Is Trading At 50% Of Tangible Book Value [View article]
    'One, they are reported, so doesn't seem like geo is trying to hide anything'

    If that was true, it would have been written much less vaguely.

    "I have nothing to hide but I'll just have my company lease assets from me through a complex network of tax shelters and isle of man corporations."

    Not trying to hide anything? Well, he's certainly attempting to obfuscate the transaction rather than simply stating "this is additional compensation that in the end goes to me."
    Jan 24, 2014. 09:59 AM | Likes Like |Link to Comment
  • Geodrill Limited: West Africa's Leading Metals Driller Is Trading At 50% Of Tangible Book Value [View article]
    I could be reading incorrectly, I found your article interesting so I thought to read further but it was in the Q3 report.
    Jan 21, 2014. 08:38 AM | Likes Like |Link to Comment
  • Geodrill Limited: West Africa's Leading Metals Driller Is Trading At 50% Of Tangible Book Value [View article]
    With a price to book significant discount, is the market simply ignoring the value of their assets or are they simply not worth what they are on the books for?

    Also - from reading their own corporate history, they have had to redeploy their rigs several times due to political issues in the countries in which they operate. Is their concern that the current situation in North Africa may spill into Niger?

    I think one of the main issues here may be the simply lack of float... it's almost impossible for an investor to build a position.

    And I'm curious about this from their Q3 report:
    "Geodrill Ghana Limited originally entered into an agreement with the Harper Family Settlement to lease
    the Anwiankwanta property for US$112,000 per annum and the Accra property for US$48,000 per
    annum. The material terms of the five year lease agreement include: (i) the annual rent payable shall be
    reviewed on an upward only basis every two years based on the average price of two firms of real estate
    valuators/surveyors or real estate agents; (ii) at the end of the original five year lease term, Geodrill
    Ghana Limited shall have the option to renew the lease for an additional five year term with similar rent
    and conditions; and (iii) either party may terminate the lease agreement provided they give the other party
    12 months’ notice.
    On October 1, 2012 in conjunction with a rent review, Geodrill Ghana Limited agreed to lease the
    Anwiankwanta property for US$140,000 per annum and the Accra property for US$60,000 per annum for
    a period of two years effective October 1, 2012.
    "

    Is this the CEO of Geodrill using his own personal property and having his corporation lease it from him?
    If I'm reading this correctly I doubt he would have Geodrill terminate "his" lease.
    Jan 21, 2014. 01:43 AM | Likes Like |Link to Comment
  • Geodrill: A High Quality, Low Priced Contract Drilling Company [View article]
    Well written article. In depth and has a lot of good points.

    May look at Geodrill at this level; although, they've risen a decent amount since the article was published.
    Jan 21, 2014. 01:29 AM | Likes Like |Link to Comment
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