jaro_g's Instablog jaro gruber ;-) investing, gold, silver, inflation, internet, blogging, trading, CFDs, financials, economy, commodities, renewable energy, coffee, orange juice, jim rogers, larry williams, swindling democracy in western democracies, stupid politicians + their small dirty central banks, FED, ECB, bailouts, market manipulation, peace, freedom, ron paul, www.ZEITGEISTMOVIE.com, nature, climate, environment, greenpeace, WWF, martial arts, skiing, travelling + the STILL AVOIDABLE END OF THE WORLD :o)) wanna visit me? pls jump 2 http://jarogruber.blogspot.com/ jaro_g http://seekingalpha.com/user/759742/instablog Graphite / Graphene http://seekingalpha.com/instablog/759742-jaro_g/454571-graphite-graphene?source=feed 454571 graphite / graphene ... it melts at 3,700 degrees celsius :-)

well, maybe there are also other hot sectors out there i do not look at (military, nuclear industry, government bonds, ...), but among my commodity based stuff is graphite the only one which performs well recently. so what are the carbon heroes of my portfolio?

  • northern graphite
  • SGL carbon
  • graphit kropfmühl
  • focus metals
  • strike gold / strike graphite
  • zimtu capital
  • standard graphite corp

well, standard graphite corp (TSX-V:SGH) was the company which was presented by its CEO, the highly gifted public speaker chris bogart in munich 2day. ive bought few shares (very few) 2 days ago @ CAD 0.61 in order to generate some relationship to its story ... the price 2day? CAD 0.73 with a plus of 13.64% in the early market hours. what the hell is going on? it isnt abt the road-show only? and why did i buy only so few shares? u know why, dont u? of course, i dont really like 2 buy stocks which has tripled in the last few weeks/months, so i just made a small pilot buy and gonna watch this small canadian company from now on.

btw, the main reason ive attended the 2days presentation was dietmar siebholz. folks, thats the guy who called the precious metals rally, the rare earths mania and the graphite madness way before theyve started. so you better listen when dietmar speaks, u see? and yes, his suggestion focus metals from last munichs precious metals show is one of very very few of my stocks which are up since then. imho dietmar is an engineer whos investment approach is often driven by the newest technological developments, so u can be sure the demand for graphite will go up like crazy soon. of course, he told many things where is this stuff going to be used like batteries, green energy, etc and so on. just ask wikipedia, my dear. but if u asked me, we shouldnt ignore the classical lead pencil use case as well. not every blogger blogs via internet like me, there are still many millions paper diary writers out there, arent they? lol

anyway, as long as china cornered the supply side of graphites supply-demand-equation, im not going 2 worry abt any usage of that black lightweight conductive fire resistant metal which looks like plastic 2 me.

what the hell is graphene? some very pure graphite i guess. pls dont ask me any details, u know ive no clue abt technology and i dont care

source: http://www.standardgraphite.com

any additional insights? coming soon or never :-)

~~~~

folks, thx 2 TecTonics post here (extracted from: Feb 14, 2012 | Posted by: MiningFeeds.com) i can enhance few graphite basics:

Supply and Demand

The natural graphite market is 1-1.2 million tons per year and consists of several different forms of graphite - flake, amorphous and lump. Historical applications primarily use amorphous and lump graphite, most newly emerging technologies and applications use flake graphite. Of the up to 1.2 million tons of graphite that are processed each year just 40% is flake.

China, India and Canada are responsible for most graphite mining and processing with China producing the lion's share at 70-80%. China's production is 70% amorphous and lower value small flake graphite.

Currently China imports a significant amount of North Korea's large flake graphite production raising considerable doubts in regards to China's abilities to ramp up its graphite supply. Indeed China has already taken steps to retain its graphite resources by restricting its export quota - China imposed a 20% export duty, a 17% VAT and also closed state owned enterprises.

"The days of cheap, abundant graphite from China are over." Industrial Minerals Magazine May, 2011.

It's thought that the increased use of lithium-ion batteries could gobble up well over 1.6 Mt of flake graphite per year by 2020 - only flake, upgraded to 99.9% purity and synthetic graphite (made from petroleum coke, a very expensive process) can be used in lithium-ion batteries.

"Annual flake graphite production will have to increase by a factor of six by 2020 to meet incremental lithium carbonate requirements for batteries." Canaccord research report.
~~~~

damn! if u asked me, this graphite madness is more an advertisement/promotion driven sector than a real supply demand issue ... it is simply too hot

you still remember all these 'issues': gold, silver, solar/wind energy, uranium, oil, wheat, base metals, potash, lithium, rare earths, ... of course, there is some need for the stuff, but the promotion machinery runs the prices up like crazy and some time later they fell by 50%-80% ... hmmmm, this could be an exit strategy game, isnt it?

folks, next 'prove' that the graphite market is too hot? there is not enough independent information out there! the most media just copies the 1 or 2 existing analyses all over the web / print media, even the pictures are often the same (e.g. projected demand) ... OMG

btw, if you are interested in some future hot market, you should prolly consider VANADIUM. of course, its also used in batteries, but dietmar siebholz thought that the techn. research isnt that far yet to already proven that this technology would really work fine

Disclosure: I am long ZTMUF.PK.

Additional disclosure: i'm long northern graphite, SGL carbon, graphit kropfmühl, focus metals, strike graphite, zimtu capital, standard graphite corp

]]> Sat, 31 Mar 2012 05:08:15 -0400 graphite / graphene ... it melts at 3,700 degrees celsius :-)

well, maybe there are also other hot sectors out there i do not look at (military, nuclear industry, government bonds, ...), but among my commodity based stuff is graphite the only one which performs well recently. so what are the carbon heroes of my portfolio?

  • northern graphite
  • SGL carbon
  • graphit kropfmühl
  • focus metals
  • strike gold / strike graphite
  • zimtu capital
  • standard graphite corp

well, standard graphite corp (TSX-V:SGH) was the company which was presented by its CEO, the highly gifted public speaker chris bogart in munich 2day. ive bought few shares (very few) 2 days ago @ CAD 0.61 in order to generate some relationship to its story ... the price 2day? CAD 0.73 with a plus of 13.64% in the early market hours. what the hell is going on? it isnt abt the road-show only? and why did i buy only so few shares? u know why, dont u? of course, i dont really like 2 buy stocks which has tripled in the last few weeks/months, so i just made a small pilot buy and gonna watch this small canadian company from now on.

btw, the main reason ive attended the 2days presentation was dietmar siebholz. folks, thats the guy who called the precious metals rally, the rare earths mania and the graphite madness way before theyve started. so you better listen when dietmar speaks, u see? and yes, his suggestion focus metals from last munichs precious metals show is one of very very few of my stocks which are up since then. imho dietmar is an engineer whos investment approach is often driven by the newest technological developments, so u can be sure the demand for graphite will go up like crazy soon. of course, he told many things where is this stuff going to be used like batteries, green energy, etc and so on. just ask wikipedia, my dear. but if u asked me, we shouldnt ignore the classical lead pencil use case as well. not every blogger blogs via internet like me, there are still many millions paper diary writers out there, arent they? lol

anyway, as long as china cornered the supply side of graphites supply-demand-equation, im not going 2 worry abt any usage of that black lightweight conductive fire resistant metal which looks like plastic 2 me.

what the hell is graphene? some very pure graphite i guess. pls dont ask me any details, u know ive no clue abt technology and i dont care

source: http://www.standardgraphite.com

any additional insights? coming soon or never :-)

~~~~

folks, thx 2 TecTonics post here (extracted from: Feb 14, 2012 | Posted by: MiningFeeds.com) i can enhance few graphite basics:

Supply and Demand

The natural graphite market is 1-1.2 million tons per year and consists of several different forms of graphite - flake, amorphous and lump. Historical applications primarily use amorphous and lump graphite, most newly emerging technologies and applications use flake graphite. Of the up to 1.2 million tons of graphite that are processed each year just 40% is flake.

China, India and Canada are responsible for most graphite mining and processing with China producing the lion's share at 70-80%. China's production is 70% amorphous and lower value small flake graphite.

Currently China imports a significant amount of North Korea's large flake graphite production raising considerable doubts in regards to China's abilities to ramp up its graphite supply. Indeed China has already taken steps to retain its graphite resources by restricting its export quota - China imposed a 20% export duty, a 17% VAT and also closed state owned enterprises.

"The days of cheap, abundant graphite from China are over." Industrial Minerals Magazine May, 2011.

It's thought that the increased use of lithium-ion batteries could gobble up well over 1.6 Mt of flake graphite per year by 2020 - only flake, upgraded to 99.9% purity and synthetic graphite (made from petroleum coke, a very expensive process) can be used in lithium-ion batteries.

"Annual flake graphite production will have to increase by a factor of six by 2020 to meet incremental lithium carbonate requirements for batteries." Canaccord research report.
~~~~

damn! if u asked me, this graphite madness is more an advertisement/promotion driven sector than a real supply demand issue ... it is simply too hot

you still remember all these 'issues': gold, silver, solar/wind energy, uranium, oil, wheat, base metals, potash, lithium, rare earths, ... of course, there is some need for the stuff, but the promotion machinery runs the prices up like crazy and some time later they fell by 50%-80% ... hmmmm, this could be an exit strategy game, isnt it?

folks, next 'prove' that the graphite market is too hot? there is not enough independent information out there! the most media just copies the 1 or 2 existing analyses all over the web / print media, even the pictures are often the same (e.g. projected demand) ... OMG

btw, if you are interested in some future hot market, you should prolly consider VANADIUM. of course, its also used in batteries, but dietmar siebholz thought that the techn. research isnt that far yet to already proven that this technology would really work fine

Disclosure: I am long ZTMUF.PK.

Additional disclosure: i'm long northern graphite, SGL carbon, graphit kropfmühl, focus metals, strike graphite, zimtu capital, standard graphite corp

]]> graphite graphene commodities hottest market my performance in 2011 = pain, pain, pain ;-( http://seekingalpha.com/instablog/759742-jaro_g/249205-my-performance-in-2011-pain-pain-pain?source=feed 249205 what an ugly year at the financial markets!
source: facebook

what the hell happened with me and the markets in 2011? well, the base of my former success, the (steady) rising gold + silver + commodities prices, was not the only difference this time .... unlike the last few years, in 2011 was the gold silver rally in late august unfortunately OVER with an all-time-high @ $1,921 just read my euphoric comment(s) + watch the funny screen shots as the gold price crossed the 1,900 burden ... and later on came the 2008-like-crash in mining stock prices ;-(

if u dont understand why im gonna separate between trading and investing results, its because traders and investors are 2 different species of our dear homo sapiens financialis. just think abt it for a second or two ...
 
traders = paranoid dreamers who fight against insiders, against political manipulators (eg interventions of central banks in the currency + bond markets), often even against fundamental conditions and own believes in order to snap off few bucks out of short-term movements of the financial markets. (jaro gruber)
 
investors = stupid idiots who sell their stocks even for a price next to nothing and then wonder why fell 'the markets' that low (jaro gruber)

of course, both traders and investors if they succeed have to pay taxes, support the society and oppose their ugly bloodsucking speculator image made by politics & mainstream media in order to direct the public outrage away from politicians. what if they lose? easy, then they lose their own money and nobody cares abt them .... go homo sapiens financialis go :)
  • my micro trading account: approx 2-3% of all funds; commodity CFDs (natural gas, silver, wheat, orange juice, coffee, sugar, corn, rice, ...). yes, my swing + position trading worked quite fine again, ive made 6k €uros from january till july, which means a YTD trading-performance of +82.5% in 2011, my 2nd best result ever, next to crazy +347% in 2010 ... not bad, isnt it? btw, my peak performance mark was above +10k in june, but then ive lost 4k in 4 days while on holidays. of course, u can go through the july blog post linked above if u are interested in trading psychology issues :-). after the worldwide stock exchanges and my broker consequently increased the margin requirements (e.g. in silver CFDs +700%) and i was forced to provide much much much more money in order to keep a similar line of open positions, ive decided to quit my trading completely. the 2nd reason to quit was my (absolutely wrong) assumption that the gold/silver mining stocks are going to take off and rally for the rest of the year and thus ive mobilized all financial resources i could get .... what a mistake! btw, im not disappointed abt my decision. why not? damn, cos of my hyper-inflationary scenario i was commodities long only but the markets reacted more like in 2008 which means there was panic all over the board (commodities, equities, the most sovereign bonds, ....) and i would definitely lose money, just look at the development of commodity prices since summer till now. well, lets move to the investing part of my 'performance'.
  • my investing account(s): approx 97-98% of all funds; mostly gold + silver + commodity stocks, few energy stocks (esp. green energy), few internet + technology stocks, 1 silver ETF (~ my cash position), 2 different oil call options (one sold in november). PAIN + PAIN + PAIN ... except the first 2.5 months ive felt like in the crashy 2008, u know? there was such a selling pressure in late march, may, july, september, october, november, december ... OMD ;( ... i had to sell few of my positions and few others have been sold by my broker because of margin calls in the sept/oct crash etc and so fort ...  well, the balance of my actions in 2011 was approx plus 60 €uros including my tax loss selling of my silver ETF on xmas eve at a loss of 4.7k in order 2 reduce the tax impacts of my remaining trading/investing profits ... not 2 bad u think? wrong, wrong, wrong my friends ... the problem are the open positions, u know? well, ive lost close to 100k of last year's fictive profits .... it hurts like hell .... of course, i consider my investing account rather as 'numbers' and not as 'money', but 100k could easily buy a new car and leave 50k for additional purchase of mining stocks at these soooooooo depressed levels ... it hurts like hell again ... what to do know? nothing, what else? yep, our 11 years old car cant go into a museum yet and has to survive a year or 2 longer, who cares?
any additional insights? well, after the tax payers all over the rescued the big banks in 2008/2009 the financial crisis turned into sovereign debt crisis (greece, irland, usa, italy, ...); the nuclear disaster in fukushima/japan was not bad enough in order to quit usage of nuclear energy and nuclear weapons (NATO's uranium ammunition 'left' all over the war places); the senseless western colonial wars continued in iraq, afghanistan, libya, .... ; the exorbitant western agricultural subsidies caused additional bankruptcies of farmers in 3rd world and thus hunger + starvation again (esp eastern africa ... btw, the situation there is so hopeless that few desperate folks try to survive as pirates ... OMD, pirates in 21th century!!!); the CIA financed arab spring movement caused revolutions in tunisia, egypt, syria, .... and finally, there is a big big BIG HOPE for 2012+ as the #OccupyWallStreet movement started in NYC and could spread itself around the globe. finally do people like u and me claim for justice + freedom + real democracy + a new society ruled by people and not by huge corporations & illuminati & corrupt governments ...
 
any lessons learned in 2011? the financial markets are not a one-way-road.

my outlook for 2012+ is not much different from previous years ... the fiat money crisis will continue and become worse and worse until the #OccupyWallStreet movement finally replaces the ruling 'elites' by real democracy and the fraudulent paper money system will be replaced by s.th. else, prolly by gold/silver backed currency(ies)

what to say after my whole financial mess is completely revealed and 2011 is in few hours over? what abt a slogan as every year? ok. merry crisis + happy new fear! huhhhhh? not pessimistic enough? ok, my 2nd trial: merry xmas + happy new year + occupy2012, my friends ;-)

]]> Sun, 01 Jan 2012 11:27:49 -0500 what an ugly year at the financial markets!
source: facebook

what the hell happened with me and the markets in 2011? well, the base of my former success, the (steady) rising gold + silver + commodities prices, was not the only difference this time .... unlike the last few years, in 2011 was the gold silver rally in late august unfortunately OVER with an all-time-high @ $1,921 just read my euphoric comment(s) + watch the funny screen shots as the gold price crossed the 1,900 burden ... and later on came the 2008-like-crash in mining stock prices ;-(

if u dont understand why im gonna separate between trading and investing results, its because traders and investors are 2 different species of our dear homo sapiens financialis. just think abt it for a second or two ...
 
traders = paranoid dreamers who fight against insiders, against political manipulators (eg interventions of central banks in the currency + bond markets), often even against fundamental conditions and own believes in order to snap off few bucks out of short-term movements of the financial markets. (jaro gruber)
 
investors = stupid idiots who sell their stocks even for a price next to nothing and then wonder why fell 'the markets' that low (jaro gruber)

of course, both traders and investors if they succeed have to pay taxes, support the society and oppose their ugly bloodsucking speculator image made by politics & mainstream media in order to direct the public outrage away from politicians. what if they lose? easy, then they lose their own money and nobody cares abt them .... go homo sapiens financialis go :)
  • my micro trading account: approx 2-3% of all funds; commodity CFDs (natural gas, silver, wheat, orange juice, coffee, sugar, corn, rice, ...). yes, my swing + position trading worked quite fine again, ive made 6k €uros from january till july, which means a YTD trading-performance of +82.5% in 2011, my 2nd best result ever, next to crazy +347% in 2010 ... not bad, isnt it? btw, my peak performance mark was above +10k in june, but then ive lost 4k in 4 days while on holidays. of course, u can go through the july blog post linked above if u are interested in trading psychology issues :-). after the worldwide stock exchanges and my broker consequently increased the margin requirements (e.g. in silver CFDs +700%) and i was forced to provide much much much more money in order to keep a similar line of open positions, ive decided to quit my trading completely. the 2nd reason to quit was my (absolutely wrong) assumption that the gold/silver mining stocks are going to take off and rally for the rest of the year and thus ive mobilized all financial resources i could get .... what a mistake! btw, im not disappointed abt my decision. why not? damn, cos of my hyper-inflationary scenario i was commodities long only but the markets reacted more like in 2008 which means there was panic all over the board (commodities, equities, the most sovereign bonds, ....) and i would definitely lose money, just look at the development of commodity prices since summer till now. well, lets move to the investing part of my 'performance'.
  • my investing account(s): approx 97-98% of all funds; mostly gold + silver + commodity stocks, few energy stocks (esp. green energy), few internet + technology stocks, 1 silver ETF (~ my cash position), 2 different oil call options (one sold in november). PAIN + PAIN + PAIN ... except the first 2.5 months ive felt like in the crashy 2008, u know? there was such a selling pressure in late march, may, july, september, october, november, december ... OMD ;( ... i had to sell few of my positions and few others have been sold by my broker because of margin calls in the sept/oct crash etc and so fort ...  well, the balance of my actions in 2011 was approx plus 60 €uros including my tax loss selling of my silver ETF on xmas eve at a loss of 4.7k in order 2 reduce the tax impacts of my remaining trading/investing profits ... not 2 bad u think? wrong, wrong, wrong my friends ... the problem are the open positions, u know? well, ive lost close to 100k of last year's fictive profits .... it hurts like hell .... of course, i consider my investing account rather as 'numbers' and not as 'money', but 100k could easily buy a new car and leave 50k for additional purchase of mining stocks at these soooooooo depressed levels ... it hurts like hell again ... what to do know? nothing, what else? yep, our 11 years old car cant go into a museum yet and has to survive a year or 2 longer, who cares?
any additional insights? well, after the tax payers all over the rescued the big banks in 2008/2009 the financial crisis turned into sovereign debt crisis (greece, irland, usa, italy, ...); the nuclear disaster in fukushima/japan was not bad enough in order to quit usage of nuclear energy and nuclear weapons (NATO's uranium ammunition 'left' all over the war places); the senseless western colonial wars continued in iraq, afghanistan, libya, .... ; the exorbitant western agricultural subsidies caused additional bankruptcies of farmers in 3rd world and thus hunger + starvation again (esp eastern africa ... btw, the situation there is so hopeless that few desperate folks try to survive as pirates ... OMD, pirates in 21th century!!!); the CIA financed arab spring movement caused revolutions in tunisia, egypt, syria, .... and finally, there is a big big BIG HOPE for 2012+ as the #OccupyWallStreet movement started in NYC and could spread itself around the globe. finally do people like u and me claim for justice + freedom + real democracy + a new society ruled by people and not by huge corporations & illuminati & corrupt governments ...
 
any lessons learned in 2011? the financial markets are not a one-way-road.

my outlook for 2012+ is not much different from previous years ... the fiat money crisis will continue and become worse and worse until the #OccupyWallStreet movement finally replaces the ruling 'elites' by real democracy and the fraudulent paper money system will be replaced by s.th. else, prolly by gold/silver backed currency(ies)

what to say after my whole financial mess is completely revealed and 2011 is in few hours over? what abt a slogan as every year? ok. merry crisis + happy new fear! huhhhhh? not pessimistic enough? ok, my 2nd trial: merry xmas + happy new year + occupy2012, my friends ;-)

]]> gold silver performance 2011 2012 OWS OccupyWallStreet trading investing speculator speculators central bank politics politicians GOLD above $1,800 per ounce again! go gold bugs go and lets CRASH the fraudulent PAPER MONEY system NOW :-) http://seekingalpha.com/instablog/759742-jaro_g/207314-gold-above-1-800-per-ounce-again-go-gold-bugs-go-and-lets-crash-the-fraudulent-paper-money-system-now?source=feed 207314
candles, gold, red wine? yep, lets go back to honest money, honest accounting, honest world :-)
 
gold rallies like crazy .... OMG+OMG+OMG ... $1,818 per ounce right now (all-time-high!) ... and my gold/silver stocks portfolio still approx 27% down YTD  ... my dear mining stocks, when will you finally wake up?

go GOLD bugs go and lets CRASH the fraudulent PAPER MONEY system NOW 

ps: with a gold standard there would be no senseless wars in afghanistan, libya, iraq, ... no stupid bailouts of wall street, no stupid nature destroying subventions for agriculture (palm oil, biofuels, ...), no exponential public debts  ... and everything would be a little bit slower and more sustainable, wouldn it? why do i think so? well, if we had to earn and save honest money (gold+silver) first, we wouldnt 'invest' it in afghanistan / libya / iraq / etc in that stupid way we use to use our easy-to-print paper dollars, €uros, pounds, yens,  ...

go gold bugs go!

just my 2 golden cents
]]> Thu, 18 Aug 2011 07:08:08 -0400
candles, gold, red wine? yep, lets go back to honest money, honest accounting, honest world :-)
 
gold rallies like crazy .... OMG+OMG+OMG ... $1,818 per ounce right now (all-time-high!) ... and my gold/silver stocks portfolio still approx 27% down YTD  ... my dear mining stocks, when will you finally wake up?

go GOLD bugs go and lets CRASH the fraudulent PAPER MONEY system NOW 

ps: with a gold standard there would be no senseless wars in afghanistan, libya, iraq, ... no stupid bailouts of wall street, no stupid nature destroying subventions for agriculture (palm oil, biofuels, ...), no exponential public debts  ... and everything would be a little bit slower and more sustainable, wouldn it? why do i think so? well, if we had to earn and save honest money (gold+silver) first, we wouldnt 'invest' it in afghanistan / libya / iraq / etc in that stupid way we use to use our easy-to-print paper dollars, €uros, pounds, yens,  ...

go gold bugs go!

just my 2 golden cents
]]> gold gold bugs money fiat money gold standard paper money crash gold $1,672 per ounce? GoGold (resources) go! http://seekingalpha.com/instablog/759742-jaro_g/201264-gold-1-672-per-ounce-gogold-resources-go?source=feed 201264
source: http://gogoldresources.com/

folks, the gold price is climbing higher and higher and most of my gold/silver stocks are falling lower and lower => what the hell is going on in the financial markets? pls dont let me get started on the stupidity of homo sapiens financialis and how i hate investors / traders, ok?

well, even on friday, when gold reached its high-high-higher all-time-high $1,626 per ounce, most of my mining stocks were DOWN, DOWN, DOWN :-(. did i ask ya what the hell is going on already? no? consider as asked right now ...

thx goodness, not all gold/silver stocks were down on friday. GoGold resources was +10.4%, hmmmmm ... and it went up like crazy the last few days as well => hmmmmm again .... how much up? well, lets try 2 bother my calculator .... (hours of failed attempts in between ;-) ... +53.3% in only two weeks? OMG! what the hell is going on @ GoGold (GGD.V)? well, lets look at these canadian gold explorers a little bit closer:
  • ive bought few shares in march after ive met few old buddies at their booth @ PDAC in toronto. i liked the story, i liked the prospects, i liked the share stucture (approx 80% of the company is held by mngmt / insiders / institutions), but i didnt like the share price. it was sooooo high compared to the price from last november/december. of course, many mining stocks shot up a lot since that time, but GoGold increased three times i guess. well, im not going to bother my calculator this time and cant ask my youngest daughter either cos shes on vacation right now. the school year in munich (and whole bavaria) was over on friday, u know? so what to do in an investment case like this one? it was quite easy! same procedure as always: ive made a pilot buy (im not that paper trader / watchlist investor kind of guy, u see?), applied for companys newsletter, liked it at facebook, started 2 follow these guys' share price and their news flow ... u know what? GoGold is my best performing stock out of all my PDAC ideas! it is up 30% in less than 4 months, my dear ;-)
  • what abt its peer group? unfortunately, the vast majority of my 21 new investments from march 2011 was kicked down by mr. market in the recent overall market correction (april-july) sooooo deep and most mining companies are still down a lot (many 20%-55%, but u not gonna tell that my wife, promised?). there is only 1 additional 'PDAC' company which is up significantly ~ goldstone resources +20% after it received a take-over offer from premier gold mines few weeks ago.
  • what abt any company related issues? well, there were few nice surface samples collected at their flagship property in durango / mexico and theyve also acquired some additional land there ... some directors named, some options issued ... nothing special imho 
  • when will they 'produce' some cash? i have no clue how long it will take them to bring their first mine into production, i should prolly read their next news releases more detailed, shoudnt i?
  • i suppose this CAD 57m company is not much known, ive never heard/read s.th. abt it in €urope and there is also no €uropean listing yet ...
  • what abt the volume in GoGolds recent ride? yep, it is slightly up, but it didnt went parabolic yet .... who the hell is collecting all shares out there?
  • wanna risk 2 take a look at GoGolds chart? quite a run, isnt it? 
  • any lessons learned? yep! it is not important when u buy your stocks - the only thing which matters is how high they will go after u have bought them :-) lol
anything else? coming soon or never 

disclaimer: i'm currently long GoGold resources (GGD.V)
]]> Wed, 03 Aug 2011 04:58:02 -0400
source: http://gogoldresources.com/

folks, the gold price is climbing higher and higher and most of my gold/silver stocks are falling lower and lower => what the hell is going on in the financial markets? pls dont let me get started on the stupidity of homo sapiens financialis and how i hate investors / traders, ok?

well, even on friday, when gold reached its high-high-higher all-time-high $1,626 per ounce, most of my mining stocks were DOWN, DOWN, DOWN :-(. did i ask ya what the hell is going on already? no? consider as asked right now ...

thx goodness, not all gold/silver stocks were down on friday. GoGold resources was +10.4%, hmmmmm ... and it went up like crazy the last few days as well => hmmmmm again .... how much up? well, lets try 2 bother my calculator .... (hours of failed attempts in between ;-) ... +53.3% in only two weeks? OMG! what the hell is going on @ GoGold (GGD.V)? well, lets look at these canadian gold explorers a little bit closer:
  • ive bought few shares in march after ive met few old buddies at their booth @ PDAC in toronto. i liked the story, i liked the prospects, i liked the share stucture (approx 80% of the company is held by mngmt / insiders / institutions), but i didnt like the share price. it was sooooo high compared to the price from last november/december. of course, many mining stocks shot up a lot since that time, but GoGold increased three times i guess. well, im not going to bother my calculator this time and cant ask my youngest daughter either cos shes on vacation right now. the school year in munich (and whole bavaria) was over on friday, u know? so what to do in an investment case like this one? it was quite easy! same procedure as always: ive made a pilot buy (im not that paper trader / watchlist investor kind of guy, u see?), applied for companys newsletter, liked it at facebook, started 2 follow these guys' share price and their news flow ... u know what? GoGold is my best performing stock out of all my PDAC ideas! it is up 30% in less than 4 months, my dear ;-)
  • what abt its peer group? unfortunately, the vast majority of my 21 new investments from march 2011 was kicked down by mr. market in the recent overall market correction (april-july) sooooo deep and most mining companies are still down a lot (many 20%-55%, but u not gonna tell that my wife, promised?). there is only 1 additional 'PDAC' company which is up significantly ~ goldstone resources +20% after it received a take-over offer from premier gold mines few weeks ago.
  • what abt any company related issues? well, there were few nice surface samples collected at their flagship property in durango / mexico and theyve also acquired some additional land there ... some directors named, some options issued ... nothing special imho 
  • when will they 'produce' some cash? i have no clue how long it will take them to bring their first mine into production, i should prolly read their next news releases more detailed, shoudnt i?
  • i suppose this CAD 57m company is not much known, ive never heard/read s.th. abt it in €urope and there is also no €uropean listing yet ...
  • what abt the volume in GoGolds recent ride? yep, it is slightly up, but it didnt went parabolic yet .... who the hell is collecting all shares out there?
  • wanna risk 2 take a look at GoGolds chart? quite a run, isnt it? 
  • any lessons learned? yep! it is not important when u buy your stocks - the only thing which matters is how high they will go after u have bought them :-) lol
anything else? coming soon or never 

disclaimer: i'm currently long GoGold resources (GGD.V)
]]> glgdf.pk gold commodities money mexico silver rare earths (REE) madness http://seekingalpha.com/instablog/759742-jaro_g/176167-rare-earths-ree-madness?source=feed 176167 folks, now i start to understand all that REE craziness out there! wanna see the recent price developments? (source: the latest lynas corp quarterly report):

...
RARE EARTHS PRICES 
Rare Earths supply constraints has further impacted Rare Earths prices. The average quarterly price for the Mount Weld Rare Earths distribution, on Freight on Board (FOB) China basis, increased to US$ 92.84/kg REO, which is an increase of over 49% across the quarter. Prices continue to increase post quarter end and as at 27 April 2011, the average price for the Mount Weld Rare Earths composition was US$ 160.32/kg on a FOB China basis. 

This image has been resized. Click this bar to view the full image. The original image is sized 604x265.

...

hell! the price of lynas' REO composition increased from $13.13/kg to $160.32/kg in only 13 months, OMG!

btw, thats are my REE fighters (rare earth elements - wiki):
  • commerce resources - canada
  • quantum rare earth - usa
  • aurizon mines - canada
  • zimtu capital - canada
  • talon metals - canada
  • arafura res - australia - new december 1st, 2010
  • lynas corp - australia - new december 1st, 2010
go commodities go ::

Disclaimer: I'm currently long all companies mentioned in this Instablog ;-)

]]> Sun, 08 May 2011 08:24:37 -0400 folks, now i start to understand all that REE craziness out there! wanna see the recent price developments? (source: the latest lynas corp quarterly report):

...
RARE EARTHS PRICES 
Rare Earths supply constraints has further impacted Rare Earths prices. The average quarterly price for the Mount Weld Rare Earths distribution, on Freight on Board (FOB) China basis, increased to US$ 92.84/kg REO, which is an increase of over 49% across the quarter. Prices continue to increase post quarter end and as at 27 April 2011, the average price for the Mount Weld Rare Earths composition was US$ 160.32/kg on a FOB China basis. 

This image has been resized. Click this bar to view the full image. The original image is sized 604x265.

...

hell! the price of lynas' REO composition increased from $13.13/kg to $160.32/kg in only 13 months, OMG!

btw, thats are my REE fighters (rare earth elements - wiki):
  • commerce resources - canada
  • quantum rare earth - usa
  • aurizon mines - canada
  • zimtu capital - canada
  • talon metals - canada
  • arafura res - australia - new december 1st, 2010
  • lynas corp - australia - new december 1st, 2010
go commodities go ::

Disclaimer: I'm currently long all companies mentioned in this Instablog ;-)

]]> araff.pk lyscf.pk ztmuf.pk cmrzf.pk azk tloff.pk rare earths REE madness craziness GATA event? GOLD! http://seekingalpha.com/instablog/759742-jaro_g/176093-gata-event-gold?source=feed 176093 bill murphy + james turk + peter boehringer = great presentation evening in munich (on friday, april 29, 2011:-)


(source: http://gata.org)


[big picture link: http://4.bp.blogspot.com/-2vtQRCpY7o...ill+murphy.JPG]
bill murphy (www.GATA.org) speaking + peter boehringer (DEG) sitting


[a big picture link again: 3.bp.blogspot.com/-gjS...james+tu...]
james turk (www.goldmoney.com)

folks, gold is abt libertarianism, freedom, free markets, austrian economy, honest money, peace, minimization or even elimination of fraudulent systems like paper money / bailouts / quantitative easings / corrupt governments / states + their small dirty central banks and the like, u know? well, the evening was abt all of that and of course abt meeting other paranoid fellow gold/silver bugs, old buddies and few new folks as well ...

what did i liked most? well, it was again james turks speach ... even if i already know the content of his slides backwards, i simply like the clear and easy to understand messages of that really gifted public speaker ;o)

on the other side, there was too much upset and too much time spent on the 'evil' manipulation (to the downside) of the gold and silver markets by the bad, bad, bad bullion banks, FED, FEDs buddies like jp morgan chase, abt the recent CFTC hearings, etc ... i cant hear that stuff any longer, do u believe me? gold is a political metal so of course there is some manipulation out there, but e.g. the currency + bond markets are manipulated much much more esp. by the corrupt central banks via the official 'interventions' which means buying/selling the given currency (= direct manipulation) or by willfully setting the interest rate for a given currency (= indirect manipulation), so what? if the demand for physical gold + silver would be stronger the price of gold + silver would be higher! it is really as simple as that, u see? gonna buy some cheap manipulated gold+silver and say thx 2 evil manipulators 4 providing this huuuuge buying opportunity? do u?

btw, im involved in the silver market with many ups and downs since 2005. the price was $7 per ounce back then .... the price 2day? $48 per ounce, which is +600% in 6 years!!! of course u can bother your calculator if u wanna some more precise numbers, im both too lazy and too stupid to get it correctly, anyway. what the hell is the price of gold? $1,563 per ounce = all-time-high, reached in the late trading hours on a friday, the day before weekend!!! (again 3 exclamation marks in order 2 show ya the importance of this 'event') ... what abt the production costs ('cash costs') per ounce of silver? the most silver producers out of mine stock portfolio produce between -6 (silvercorp metals) and +13.5 (u.s. silver in 2010 on average) dollars per ounce, my standard mexican producers get the silver for $7 per ounce out of the ground, i think. pls dont think the 'minus' 6 was a mistake, it wasnt. the silvercorp guys sell their zinc, lead, copper and other stuff, earn 6 bucks and on top have all silver 4 free ... what abt the silver price manipulation to the upside? lol

what was the most valuable insight 4 me? well, i really enjoyed speaking in-depth to a fellow junior mining companies investor i know for years .... and i think now i know why are our favorites and the whole portfolios struggling like hell despite the record high gold / silver / copper prices and why both of us fear the 2008 crash could happen again :-( ... the reason is so simple and so sad at once ... btw, the most real reasons are really simple ... well, here we go: my buddy has no additional money to invest and neither have i :-((( ... got it? the 'old' investors have no money left and there are for sure no new investors out there! logical, isnt it? no wonder that on a normal or even on a strong trading day stay the share prices of the junior miners flat and on a weak day they are cheap like an unwanted pet. OMG!!!!! (5 exclamation marks, no comments)

pls dont bother me with questions abt the weak performance of industry leaders like barrick, newmont, gold fields, kinross, goldcorp, yamana ... i think, all of them are below their 2008 highs. folks, the gold price was $700-$800 then, i believe. shame on them!!! imho they will not advance too much until they change their shareholder-damaging financing via convertible bonds (all institutional investors sell the stock if the convertible is some 5-15% above their purchasing level) and/or start paying ATTRACTIVE dividends for us owners ... btw, im going 2 sell few of them in the next market upswing and thus vote 'no' with my money to teach them a lesson, u know?

cheers!

ps: sorry 4 that much senseless gossip up there! of course u shouldnt get 10,000 bad dreams abt gold / silver / money / state defaults / monetary reforms / riots in the street and the like! just live ... and let live ... and pls do some good 2 humans and nature => an excelent well-known 30 seconds eckhart tolle youtube-video included, a great message, enjoy ;-)

http://www.youtube.com/watch?feature=player_embedded&v=YAOlYZaVp_Q
]]> Sat, 07 May 2011 18:05:17 -0400 bill murphy + james turk + peter boehringer = great presentation evening in munich (on friday, april 29, 2011:-)


(source: http://gata.org)


[big picture link: http://4.bp.blogspot.com/-2vtQRCpY7o...ill+murphy.JPG]
bill murphy (www.GATA.org) speaking + peter boehringer (DEG) sitting


[a big picture link again: 3.bp.blogspot.com/-gjS...james+tu...]
james turk (www.goldmoney.com)

folks, gold is abt libertarianism, freedom, free markets, austrian economy, honest money, peace, minimization or even elimination of fraudulent systems like paper money / bailouts / quantitative easings / corrupt governments / states + their small dirty central banks and the like, u know? well, the evening was abt all of that and of course abt meeting other paranoid fellow gold/silver bugs, old buddies and few new folks as well ...

what did i liked most? well, it was again james turks speach ... even if i already know the content of his slides backwards, i simply like the clear and easy to understand messages of that really gifted public speaker ;o)

on the other side, there was too much upset and too much time spent on the 'evil' manipulation (to the downside) of the gold and silver markets by the bad, bad, bad bullion banks, FED, FEDs buddies like jp morgan chase, abt the recent CFTC hearings, etc ... i cant hear that stuff any longer, do u believe me? gold is a political metal so of course there is some manipulation out there, but e.g. the currency + bond markets are manipulated much much more esp. by the corrupt central banks via the official 'interventions' which means buying/selling the given currency (= direct manipulation) or by willfully setting the interest rate for a given currency (= indirect manipulation), so what? if the demand for physical gold + silver would be stronger the price of gold + silver would be higher! it is really as simple as that, u see? gonna buy some cheap manipulated gold+silver and say thx 2 evil manipulators 4 providing this huuuuge buying opportunity? do u?

btw, im involved in the silver market with many ups and downs since 2005. the price was $7 per ounce back then .... the price 2day? $48 per ounce, which is +600% in 6 years!!! of course u can bother your calculator if u wanna some more precise numbers, im both too lazy and too stupid to get it correctly, anyway. what the hell is the price of gold? $1,563 per ounce = all-time-high, reached in the late trading hours on a friday, the day before weekend!!! (again 3 exclamation marks in order 2 show ya the importance of this 'event') ... what abt the production costs ('cash costs') per ounce of silver? the most silver producers out of mine stock portfolio produce between -6 (silvercorp metals) and +13.5 (u.s. silver in 2010 on average) dollars per ounce, my standard mexican producers get the silver for $7 per ounce out of the ground, i think. pls dont think the 'minus' 6 was a mistake, it wasnt. the silvercorp guys sell their zinc, lead, copper and other stuff, earn 6 bucks and on top have all silver 4 free ... what abt the silver price manipulation to the upside? lol

what was the most valuable insight 4 me? well, i really enjoyed speaking in-depth to a fellow junior mining companies investor i know for years .... and i think now i know why are our favorites and the whole portfolios struggling like hell despite the record high gold / silver / copper prices and why both of us fear the 2008 crash could happen again :-( ... the reason is so simple and so sad at once ... btw, the most real reasons are really simple ... well, here we go: my buddy has no additional money to invest and neither have i :-((( ... got it? the 'old' investors have no money left and there are for sure no new investors out there! logical, isnt it? no wonder that on a normal or even on a strong trading day stay the share prices of the junior miners flat and on a weak day they are cheap like an unwanted pet. OMG!!!!! (5 exclamation marks, no comments)

pls dont bother me with questions abt the weak performance of industry leaders like barrick, newmont, gold fields, kinross, goldcorp, yamana ... i think, all of them are below their 2008 highs. folks, the gold price was $700-$800 then, i believe. shame on them!!! imho they will not advance too much until they change their shareholder-damaging financing via convertible bonds (all institutional investors sell the stock if the convertible is some 5-15% above their purchasing level) and/or start paying ATTRACTIVE dividends for us owners ... btw, im going 2 sell few of them in the next market upswing and thus vote 'no' with my money to teach them a lesson, u know?

cheers!

ps: sorry 4 that much senseless gossip up there! of course u shouldnt get 10,000 bad dreams abt gold / silver / money / state defaults / monetary reforms / riots in the street and the like! just live ... and let live ... and pls do some good 2 humans and nature => an excelent well-known 30 seconds eckhart tolle youtube-video included, a great message, enjoy ;-)

http://www.youtube.com/watch?feature=player_embedded&v=YAOlYZaVp_Q
]]> gata gold silver money james turk goldmoney bill murphy peter boehringer