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  • New Gold: Attempting Aggressive Growth  [View article]
    Nice report, Itinerant! New Gold was always one of my Favorite Flav miners, unfortunately like so many others it too could not generate any level of significant earnings.

    I am not sure that these M&A will do the company any good, especially regarding the bottom line nor reducing their cost structure..

    Moreover, the industry is now finding that the free flowing of financing is now becoming more difficult and expensive...
    Jun 1, 2013. 12:16 PM | Likes Like |Link to Comment
  • Heads I Win, Tails You Lose  [View article]
    Hail NLO:

    In fairness to the author, the (HUI) all but collapsed between 1995 and 2002...
    May 29, 2013. 05:40 PM | Likes Like |Link to Comment
  • Tesla's Not-So-New Manufacturing Model  [View article]
    Grimmer, I am a "far right kook" and I concur with your post...
    May 29, 2013. 10:19 AM | Likes Like |Link to Comment
  • Tesla's Not-So-New Manufacturing Model  [View article]
    Mr Funk, thank you for your comments...Yes, JD Powers, is also an excellent source of information, but I still consider CR to be an important flow of information, especially their vehicle survey...

    Their main source of revenue are membership fees, so they have no vested interest nor biases...On the other hand they too make mistake, having purchased a highly rated mattress which in fact turned out to be less than stellar...

    They do helf consumers to avoid the purchase of less desirable products, however, buyers should still do their DD...
    May 29, 2013. 10:19 AM | Likes Like |Link to Comment
  • It Is Not Different This Time - It Is Worse  [View article]
    Mr Jensen, they will be reducing those numbers again...There will be no 4% world growth...
    May 29, 2013. 10:18 AM | Likes Like |Link to Comment
  • Why Gold Is In A Bubble  [View article]
    Well said, RA!
    May 29, 2013. 10:18 AM | 1 Like Like |Link to Comment
  • Tesla At $97: How Many Cars Does It Need To Sell?  [View article]
    One thing that can be said with a high degree of certainty, is that Telsa is King of EVs....This is likely to be the case until or if their production reaches a compelling level...At that point, you will see one or more ICE manufactures enter the market place which, in the long run, will undermine both Telsa's margins and future sales...
    May 27, 2013. 11:23 AM | 4 Likes Like |Link to Comment
  • Why Gold Is In A Bubble  [View article]
    Deep, I like your investment philosophy ! If and when the FBS balance sheet falls to record lows, the PMs will also follow that trend as well...

    The PM market is most certainly, at this time, in a major correction to which level they will fall no one knows; but the author should be credited for going-out-on-the-limb for making that call!
    May 27, 2013. 10:57 AM | Likes Like |Link to Comment
  • Why Gold Is In A Bubble  [View article]
    Dear Deep: we are already positioned in puts for (GDXJ) Aug 11...

    I hope you are a gentleman and accept my word...The PMs will have a bad 2013 and end in the red...Au could reach the 110 levels and Ag 17 to 18 bucks...

    Yes, we could purchase GLD Jan15, with 601 days left before expiring (or 420 trading days) but I prefer the shorter options....

    You have not mentioned any of your positions? Why? Do you have any at all?

    It took a long of courage for RA and any other author to suggest that the metals were peaking...In fact, I believed Au would go to the $2400 level in 2012...

    I, too, looked at Au in the 1980's which saw the PMs capitulating...This may or may not be happening now...Short term, I am bearish on the PMs sector, however, depending what happens in the Beltway will determine the long trend, which IMHO, is still bullish...

    BTW, read the post below which I authored on 10th of August of last year...
    May 27, 2013. 01:24 AM | Likes Like |Link to Comment
  • Why Gold Is In A Bubble  [View article]
    Harry, of late the US Dollar has staged a good rally, which many including myself believe will continue through out the reminder of the year...

    And what will happen to the PMs complex when interest rates move up..? I would not what to be long either Au or Ag...

    In the coming months you will hear the cry from HQs - shut her down...

    Care and maintenance engineers will be in great demand...
    May 27, 2013. 01:24 AM | Likes Like |Link to Comment
  • The Utica Shale Does Not Seem To Be The Ace Up This Producer's Sleeve  [View article]
    Excellent post, Mr Chapman and for also noting that HK's holdings in the Bakken are not the best either...
    May 27, 2013. 01:24 AM | 2 Likes Like |Link to Comment
  • The Utica Shale Does Not Seem To Be The Ace Up This Producer's Sleeve  [View article]
    Thanks for the update, VD! I am not sure I would even buy (HK) at 4 bucks and I do not understand what prompted Mr Wilson to make the Utica purchases...This is a waste of not only time but precious shareholders money..How long will it take Halcon to recover from this disaster, with it's large debt ? This, in my opinion, will take the company from one to two years to right itself.

    Everyone thought that the new company under Wilson would become another PetroHawk and be sold for a large gain...

    They better hope that we do not see $50 goo, which would make it difficult for them to finance their debt...

    HK, will under perform the industry over the next two years...Dead money, unless their is a surge in crude oil prices...
    May 25, 2013. 02:59 AM | 5 Likes Like |Link to Comment
  • The Utica Shale Does Not Seem To Be The Ace Up This Producer's Sleeve  [View article]
    I forget to add, that the four other O&G companies that you listed are much better alternatives for investors, especially, CLR and OAS...
    May 25, 2013. 02:59 AM | 7 Likes Like |Link to Comment
  • Why Gold Is In A Bubble  [View article]
    No, RA, we sold are position with about 8% gain...

    DVL, you added one to many zeros...
    May 24, 2013. 10:25 AM | Likes Like |Link to Comment
  • Why Gold Is In A Bubble  [View article]
    You were about ten months from the peak, Aviator, so your foresight was excellent and better than most,,,

    I turned yellow on Au about nine months ago and began putting (GDXJ) a week ago...

    I strong think the 120 to 125 area is in the offing and perhaps even lower..The PMs will finish in the red for the year...

    We are currently sanguine on comods and PMs, however, the latter is still in a long term bull market...
    May 23, 2013. 06:11 PM | Likes Like |Link to Comment
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