It's equinox time, usually have a little dip in here, between the winter rally [which we didn't really get this year], and the spring rally [which we better get to save the year from write-off] ... as usual i didn't do much about this, though fully aware of the odds, tend to see the whole december to may period as a single overall move ... so how is this working out, well this morning i roughly figure i'm down fourteen per cent since the end of february, aargh, lol
This re-trace in metals [not just PMs, check the BMs] is just what we need though, it had to come and now it's here, sooner we get it over with the better ... none of the juniors i follow had last monday's metals values priced in, not even close, they don't have today's values priced in either - but should have a better chance at getting closer once the bottom of this re-trace makes itself apparent
Could be more likelihood of takeout action now too, imho ... Aurelian yes, also Metallica among others
dmm.to - in the last few minutes yesterday i was going to add some Dynasty, let myself get distracted reading this Hulbert piece, which, loosely translated, was telling me to add Dynasty, lol - marketwatch.com
sns.v - yes, very much at the state of vit.v, re-entry zone, thanks, it's been off my screen for a while ... but not off my mind in all senses - their ballcap is the absolutely most comfortable one in the collection, something about the angle of the brim or something, perfect for driving/operating machinery ... i'm almost half-way back into Victoria, there are more choices around now, so may leave it there, on the other hand it sure treated me well from the last time it was at this level, and while Cove-McCoy is deep slow drilling its results can be newsworthy ... there are warrants free-trading now, new management is supposed to crank up some promo in the near future, we'll see
ani.v/mnm.v - took a look at both, think they're worthy of more study for sure, will do asap ... actually vms.v would be in that category as well - until i get out pencil and paper and jot down share structure/management notes, i don't feel much of a grasp on anything
cef.a - does anyone chart the premium/discount? ... guaranteed that McAvity does, but unlikely he shows it to anyone ... there was a discount seven or eight years ago, significant, something like seven per cent, right at the bottom for gold, excellent opportunity ... thanks for noting the 3.4%, i'm going to mention it to a neighbour who was asking about buy-and-hold positions ... told her mainly so far, physical silver, ckg.v, mmg, su.to
You're at about one degree of latitude north of our other house, maybe five hundred km west of you ... my wife and daughter are there now, mangos coming into season, ejido/municipio politics in an uproar, highly interesting gossip on local figures, it all sounds too great to miss, i'm having a hard time staying here working, if you don't see any posts for a while, then guess what, lol ... cheers |
