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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: pezz who wrote (70621)1/29/2011 8:05:08 PM
From: TobagoJack3 Recommendations  Respond to of 217576
 
hello pezz, report:

(i) i should soon be receiving pre-ipo shares of hotsie totsie finance.yahoo.com of alligator energy alligatorenergy.com.au committed to at aud 0.20 per share per usual allocation

it is a uranium explorer and that is all i care to know. details in midst of super cycle bull market is a waste of time and synaptic sparks

(ii) per trajectory of this sort Message 26951126 of aussie hotsie totsie, the earlier dealings are starting to pay Message 26944734 in <<I see the time now is 7:25am. By read of blackberry I am informed that my orders to buy n hold more of RHM.ax and BSR.ax and to hold new RUM.ax at respective aud 0.41, 0.25, and 0.15 respectively have been filled.

Haven't the vaguest idea what any of the micro caps do, but enough should do 10-100x that the rest do not matter.

Yes, you detect correctly, that it is once more happy time for hotsie totsie Aussie shares.>>


bsr is at aud 0.15 finance.yahoo.com down 41%

rhm is at aud 0.36 finance.yahoo.com down 12%

rum is at aud 0.375 finance.yahoo.com up 150%

given that the above were engaged with in equal weight, as i had no idea what they were doing or hoped to do, i am up in aggregate by 31% since july, or 62% annulized, a fair return.

the aussie hotsie totsies are basically publically-listed private equities, of small bands of brothers kicking rocks and shovelling dirt, all around the world

i engage with them as an ostensibly risky game, to peek over their shoulders, to powwow with the boyz, and to possibly introduce to the new sovereign as and when they actually find something worthwhile in the dirt

besides, they pay, in the aggregate, one way or another, and well.

(iii) today we go to my usual thai island locale, to get away from the island that is hong kong, so that i can contemplate is quiet while the kids play and the women folks fuss and dad-in-law watch the news flow

also looking forward to introducing jack to distance travel and ocean swim. jack is good n likes water



cheers, tj



To: pezz who wrote (70621)2/1/2011 11:01:20 AM
From: Cogito Ergo Sum  Read Replies (2) | Respond to of 217576
 
Pezz do you still have FEED on the radar ? I just took a small position (chart and macro theme based).. any caveats appreciated..

TBS



To: pezz who wrote (70621)2/16/2011 7:34:11 AM
From: TobagoJack1 Recommendation  Respond to of 217576
 
hello pezz, report ... to followup on some happenings

the kids asked "whatsup?" and so i tallied



1. re this jan 29th Message 27129702 tracking of these trades Message 26944734

bsr is now at aud 0.20 finance.yahoo.com down 20% (recovered from down 41%)

rhm is now at aud 0.36 finance.yahoo.com down 12% (same as before)

rum is now at aud 0.52 finance.yahoo.com up 247% (increasing from up 150%)

the earlier fair 31% aggregate return just got fairer at 72%, boosting annualized gain from earlier 62% to 143%.

2. re alligator energy finance.yahoo.com pre-ipo shares mentioned Message 27129702 , i have just taken control of the script and it is up by a modest 18%

3. In the mean time these wagers are going according to hope

1. i was careless and forgot to info you about a trade done february 8th trade on remx per russell recommendation cited here Message 27145489 . the trade is going good enough for now
BOUGHT REMX at USD 25.10
SOLD Put REMX, May 2011, strike 24 at USD 1.75
SOLD Call REMX, May 2011, strike 25 at USD 2.25

2. Message 27123383 january 28th trade on gdx and paas is not bad yet
- short Puts GDX March 54 at USD 2.57 and
- short Put PAAS March 32 at USD 2.20.

3. Message 27107435 january 21st trade on gdx is alright still
Cyber prospected by writing february gdx puts strike 53 @ 1.76.

cheers, tj



To: pezz who wrote (70621)2/18/2011 5:05:30 PM
From: TobagoJack  Read Replies (1) | Respond to of 217576
 
hello pezz, last night's report:

(i) bought to close puts gdx march 54 at usd 0.38
and bought to close puts paas march 32 at usd 0.50

if you do not remember, the positions were opened on january 28th, just so few days ago when conditions looked somewhat dire for metals and calmer in the middle east

Message 27123383
<<- short Puts GDX March 54 at USD 2.57 and
- short Put PAAS March 32 at USD 2.20.>>


(ii) decided to do nothing about this trade
Message 27107435
<<Cyber prospected by writing february gdx puts strike 53 @ 1.76>>

... that was done on january 21st, when the situation for metals looked even more dire since i do not believe gdx can drop by that much over the next fews days to expiration. what do you think?

(iii) bought paas shares at usd 36.27
- sold puts paas april 36 at usd 2.20
- sold calls paas april 36 at usd 2.50

... to sate imperative for last man standing death match gaming urge.

(iv) earlier had bought some usa gold buffalos and prc gold and silver pandas as mineralization of lunar new year red packet "lai see" en.wikipedia.org lucky money gifted to daughter and son by the elders of friends and family. i gathered some gold baffalos to help america balance its trade deficit.

(v) and had picked up the remaining owed physical platinum that were done here Message 27077190 - the full delivery took that long, meaning the market cannot be that loose, particularly when a company such as corning sees fit to turn 1/18 of its value in market cap into the same metal commodityonline.com

my allocation to physical pt is about the same as corning, and so far it has proven to be a good 1:1 hedge to physical gold.

cheers, tj