ritr54

Chinese Raw Materials Companies Stay on the Acquisition Trail

I t would be nice if they made a respectable bid for Lundin Mining....

Why Does the CIBC Slam Silver?

Silver is change for gold... .

Cramer's Lightning Round - Prudential Not So Prudent (2/11/09)

Watch out tomorrow, NAT won't look so good!!!

Gold Will Shine in 2009 (Part II)

The depression will end as it always does, when the savers start spending again. Mow if you are a saver what looks like the safest place to move your savings toward?
When gold starts exhibiting momentum as inevitably it will, money will be coming out of treasuries which will be losing value as interest rates go up due to inflation and... blah blah blah!

Gold: Not an Effective Hedge Against Inflation

The real question is not what an ounce of gold returns against other investments; it is what does an ounce of gold buy today and what does $35 dollars buy today vs. in 1935?

Big Mining Is in Big Trouble

As an LMC shareholder I know Hudbay got a steal!!!!!!!!!!!!!!!


On Dec 12 05:45 PM jegan ;-) wrote:

> And then there's Lundin Mining (LMC) which has dropped from a high
> of $14 a share to under a buck and can now be found standing under
> a lamppost swing a purse trying to sell itself to any drunken sailor.
>
>
> jegan

Confused About Warrants? Using Goldcorp to Explain

Does anyone know of a peiodical that specializes in research on warrants. It is surprisingly hard to find out info on strike price and term dates... .

Freeport-McMoran: Dead Money Until Copper Prices Recover

I am kind of surprised FCX didn't make a play for Lundin Mining (LMC)who is their partner in Tenke; also NXG is a steal at these price levels with their low cost reserves in copper and gold!!

Lundin Mining: Unearthing Big Gains from the Commodity 'Supercycle'

LMC is merging w/Hudbay Minerals. I think it is pretty much a done deal. Each share of LMC is worth .39 HBM. Good deal for HBM which bought a lot of temporarily depreciated assets.

Surprising Call for Return to the Gold Standard

I agree; we're most interested in a blockbuster quarter than in building a company!


On Nov 19 08:25 AM Black Rain wrote:

> My theory is our current mess is GREED! It appears to me that risk
> has been mis-aligned with senior executive compensation. There is
> simply too much incentive to drive corporate earnings at any cost.
>
>
> Most compensation is in the form of stock options. When you are a
> CEO you only care about driving the earnings of your company during
> your tenure. There is no long-term consequences to taking outsized
> risks -- all of the risk lies with the shareholders if you put the
> company on a path to destruction that will play out years down the
> road.
>
> When you retire, the guy behind you (next CEO) has to take even bigger
> risks in order to keep driving earnings upward at an increasing pace
> to make HIS stock options pay off. Rinse and repeat as you go through
> multiple CEO's and you have a perfect recipe for overleveraging your
> balance sheet and taking unwarranted risks to drive as much short
> term earnings as you can.
>
> I think this is what caused Alan Greenspan to question his belief
> in the system. His view of the system was that companies would have
> a motivated interest in their own survival that would prevent them
> from doing the absurdly stupid. But how can that be when you are
> going to increase top CEO compensation from the normal $5M - $10M
> to $10s or 100s of millions for a few extra nickels and dimes of
> earnings today? The only way to achieve this would be to increase
> the risk your company is taking . . .

Credit Markets and the Price of Gold

creating credit ad nauseam doesn't reduce debt; and doesn't encourage savings. That is USA's real problem.

Cramer's Lightning Round - Ceasefire on Northrop Grumman (11/12/08)

how can u luv a stock at 14 and hate it at 3? Is the world coming to an end next week- which seems to be ur time horizon. Ur advice is crap!!!!!!!!!!!!!

Don't Let Bulk Shippers Sink Your Portfolio... For Now

write on...


On Nov 10 05:10 AM antwillant wrote:

> An article like this might have been worth reading several months
> ago when stock prices were still high. In other words, its a bit
> late and using only hindsight as a measure of the value of the industry.
> As usual.

UBS Lowers Gold Expectations Again

I AM AFRAID A MAJOR WILL BUY NXG ON THE CHEAP!

Gold Miners: Amazingly Cheap

I can't believe a major like Goldcorp, Newmont or Freeport won't bid for NXG, AZK, LMC or NG!!!