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jmrathbun

jmrathbun
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  • Axion Power: An Extraordinary Nano-Cap Opportunity [View article]
    Personally, I will happily write off my AXPW shares if low oil prices continue. Not only would the rest of my portfolio go through the roof, but I would be delighted to see the oil-exporting nations learn a little humility!
    Feb 1, 2015. 06:40 PM | 1 Like Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    This just came across the wire:

    Second Independent Proxy Advisory Firm Recommends GOLD Form of Proxy Supporting Concerned Shareholders of Aberdeen International Inc. to REMOVE Stan Bharti

    Glass Lewis, Like ISS, Recommends Shareholders Vote Using The Concerned Shareholders GOLD Form Of Proxy.
    Glass Lewis Believes Ryan Morris Is Well Suited To Represent The Interests Of Outside Shareholders On The Board.
    Glass Lewis Joins ISS In Supporting The Removal Of Stan Bharti From Aberdeen International's Board.
    Glass Lewis States Stan Bharti Is Subject To A Significant Number Of Potential Conflicts Of Interest.
    Glass Lewis Expresses Substantial Concerns With The Company's November 2014 Private Placement.
    Glass Lewis Is Concerned By The Company's Past Compensation Practices, Including Excessive Executive Compensation And Discretionary Bonuses.
    Jan 26, 2015. 09:20 AM | Likes Like |Link to Comment
  • Axion Power: An Extraordinary Nano-Cap Opportunity [View article]
    If it was an opportunity in 2013, just think what an opportunity it is now?
    Jan 25, 2015. 09:52 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    I just reread the dueling news releases (the dissidents and current management) more carefully and find that each is true as far as it goes, and both are consistent with the G&M headline as well as the reprint I saw at miningfeeds.com: the solution that satisfies ISS is to replace Bharti with Morris but leave the rest of the directorate in place. Not sure how much that would help but there do seem to be reasonable concerns about current leadership funneling our assets to family members via numerous interlocking directorates.
    Jan 23, 2015. 05:59 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    I was able to get a screenie of the Globe & Mail headline (you have to subscribe to get the whole story).

    It says: "Proxy Firm Advises Aberdeen Shareholders to Replace Bharti.
    Influential proxy research firm Institutional Shareholder Services Inc recommends that shareholders of Aberdeen International Inc vote to replace long-standing director Stan Bharti with an activist shareholder who is protesting lucrative deals and compensation practices with company insiders."

    An anonymous poster at MiningFeeds.com has shown what he claims is a text of the article. It does NOT suggest replacing the whole board, just Bharti.
    Jan 22, 2015. 09:58 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    I recommend you consider the following article:
    http://bit.ly/1ATj1nb
    (I own 100 K Shares in AABVF and have no other interest in this matter)
    Jan 22, 2015. 09:27 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    IMPORTANT ANNOUNCEMENT: Leading Independent Advisory Firm Recommends Shareholders Reject Dissident Attempt to Take Control of Aberdeen International
    http://bit.ly/1yDp0j9

    Curiouser and curiouser....

    Can anybody find us a copy of the actual report??? SOMEBODY'S LYING and that party won't get my vote!
    Jan 19, 2015. 10:37 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    IMPORTANT ANNOUNCEMENT: Leading Proxy Advisory Firm Recommends GOLD Form of Proxy Supporting Concerned Shareholders of Aberdeen International Inc. to REMOVE Stan Bharti http://bit.ly/1ABqzuu
    Jan 19, 2015. 09:03 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    Since both sides have made numerous derogatory claims that could be checked with the public record, more comments like SDavis09's would be welcome!
    Jan 18, 2015. 10:19 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    I would like to know what each of us plans to do about the proxy battle now looming. Also please disclose your relationship to the company when posting!
    Jan 11, 2015. 11:09 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    Although I'm disappointed in Aberdeen's performance, it's not surprising considering the drop in precious metals prices. Gold mining shares have always been a leveraged asset relative to the price of gold. I would not be surprised to see the shares skyrocket when a whiff of inflation reflates gold prices.

    The reason mining shares are leveraged is that if the price at which the company sells its product is close to the cost of production, as now, and then moves up, almost all that extra revenue goes to the bottom line unless the company has hedged by selling forward. The last time gold was on a tear, Aberdeen more than doubled in a few months.
    Dec 28, 2014. 09:16 AM | Likes Like |Link to Comment
  • Aberdeen Is Cheap, With A Catalyst [View article]
    You have not built into your discussion any assumptions about the future value of Aberdeen's holdings. A whiff of inflation could be very good for this stock.
    Dec 20, 2014. 07:04 AM | 1 Like Like |Link to Comment
  • Axion Power: Out Of The PIPE And Into The Light - Part II [View article]
    Price seems a bit more buoyant this week.
    Mar 8, 2014. 03:31 PM | 1 Like Like |Link to Comment
  • Axion Power: An Extraordinary Nano-Cap Opportunity [View article]
    I'll say this for Ford Prefect: he's read Douglas Adams. The rest of you better get hep! <s>
    Mar 2, 2014. 02:56 PM | 2 Likes Like |Link to Comment
  • Retirement's 4% Rule: Surprising Answers You Need to Know About the Inflation Factor [View article]
    " Hi jm, Does the softwware treat dividends separately or just as part of total return?"

    ESPlanner (with which I have no connection except as satisfied user) allows you to input your own assumptions about total return and other relevant factors. I have mostly used their defaults. Here's a page of sample output from their 76-page report:

    Nominal Rate of Return on Regular Assets 0.00%
    Nominal Rate of Return on John's Retirement Accounts 6.00%
    Nominal Rate of Return on Barbara's Retirement Accounts 6.00%
    Assumed Inflation Rate 3.00%
    Year Inflation Rate will Change N/A
    New Rate of Inflation N/A
    Two Can Live as Cheaply as 1.6
    Transactions Cost in Selling Homes 6.00%
    Maximum Indebtedness 0
    Load on Life Insurance 15.00%
    Load on Annuity Insurance 15.00%
    Who will file and suspend? Neither
    Age John Collects Social Security Retirement Benefits 66
    Age Barbara Collects Social Security Retirement Benefits 66
    John's Age of Last Retirement Account Contribution 62
    John's Age of First Withdrawal for Retirement Accounts 63
    John's Age of Last Withdrawal for Retirement Accounts 90
    Barbara's Age of Last Retirement Account Contribution 61
    Barbara's Age of First Withdrawal for Retirement Accounts 62

    Recent market returns have been much better, of course, so I've seen my disposable income climb considerably in recent years. If interested, I would suggest you visit their website: http://www.esplanner.com
    Feb 23, 2014. 09:45 AM | Likes Like |Link to Comment
COMMENTS STATS
39 Comments
35 Likes