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

To: carranza2 who wrote (162065)	9/1/2020 7:48:19 PM
From: TobagoJack	Respond to of 218083

Re <<Fantastic>> It might be important that we, by sense of the Force, are more comfortable w/ the dividend-cannot-be-easily-faked debt-free / gold-in-pond valuation of DRD at 14-15, 12.5-17.5, (knowing the two bands w/ full faith might become important) and as the CEO noted three weeks ago bloomberg.com it is all coming together nicely, from low base, infinite life blood, gold pricing

To: carranza2 who wrote (162065)	9/2/2020 5:08:08 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218083

Believe your recent sale of some more TSLA is timely Went massive short TSLA this night as the RobinHooders seem to want more calls, so I sold it to them. Shall likely short more as they seem insatiable. Spent 5% of the premium collected on collecting SLV puts, because it is more volatile than GLD and more liquid than SIL, and because I do not want to short GLD against my physical as that is an anathema and wicked and not-astute at any amount no matter how funded. Also cannot fidget on DRD. Topping happening, and what follows might be interesting. TSLA makes it convenient to short the market, by being the one stock that concentrates all know and more risks, and with such wonderfully high implied volatility going out for far more distance than the eyes can see. The safe shorting, at distant strike prices, over short duration, is much like lobbing grenades down the chimneys on both ends of the house full of RobinHooder financial terrorists besieged, easy peasy, to help restore rationality, and teach them a lesson when they can still make it all back by eons of toil. The mark-to-market losses before the expirations might be horrendous, but victory assured at the sorry end. The Fed might bail out everyone again, and if so, fantastic. I feel content for the good work properly done this day. I hope tomorrow is a TSLA up day, making it more convenient to short more going out further whilst still practicing safety-first. At some juncture, once the rout gets underway, prophylactic off, and go go go, full flame throwers down the chimneys and through windows and doors.

To: carranza2 who wrote (162065)	9/3/2020 6:46:35 AM
From: TobagoJack	Respond to of 218083

better news, perhaps, that S Africa will produce less gold now for when pricing better later, all due to power crunch Yes, there are plans to fix the power situation more permanently, but as all processes, takes time bloomberg.com South African Stocks Slide As Power Cuts Escalate Adelaide ChangoleSeptember 3, 2020, 4:15 AM EDT LISTEN TO ARTICLE South Africa’s main stock index underperfroms gains in global equity markets, retreating for a second day to be 0.6% lower as of 10:08 a.m. in Johannesburg, as an escalation in power cuts weighs on investor sentiment, pulling banks, insurers and retailers lower. Market behemoth Naspers Ltd. is biggest drag on the market after partly owned Tencent Holdings Ltd. led declines in Hong Kong stocks. Weakness in iron ore and gold producers pulls the gauge of mining companies lower. South Africa is missing out on the latest phase of a relentless stock rally, as traders in many markets bet that a flood of liquidity unleashed by central banks will make its way into equity markets. The rotation away from the tech titans that have led gains this year could signal confidence in a broader economic recovery from the pandemic and hopes for a vaccine. NOTE: Wednesday, Eskom Extends South Africa Power Cuts Amid Worst Year of Outages Naspers falls 1.9%, while its subsidiary Prosus NV, which holds the 31% Tencent stake, also drops 1.9%.Weakness in diversified miners BHP Group Plc and Anglo American Plc pulls industry index to the lowest in more than a week, amid concerns over the political and logistical hurdles to satisfying the recovery in China’s commodities demand.BHP -0.9%, Anglo American -0.6%, Sibanye Stillwater Ltd. -1.9%, Exxaro Resources Ltd. -1%, African Rainbow Minerals -0.7%, Glencore Plc -0.6%.Sub-index of gold stocks falls for a third day, down 0.2% as bullion prices retreat, with hopes for a coronavirus vaccine damping demand for haven assets.NOTE: PRECIOUS: Gold Drops Second Day on Equities Rally, Vaccine HopesGold Fields Ltd. -0.5%, AngloGold Ashanti Ltd. -0.1%Index of bank stocks drops for a second day, down 2% to the lowest in more than three months.Standard Bank Group Ltd. -3.3%, FirstRand ltd. -1.7%, Absa Group Ltd. -2.5%, Nedbank Group Ltd. -1.9%, Capitec Bank Holdings Ltd. -0.5%. Sector index is down 44% in 2020, heading for a record annual decline. Insurers -1.6%Old Mutual Ltd. -3.2%, Sanlam Ltd. -1.3%, Discovery Ltd. -1.6%, Momentum Metropolitan Holdings -1.8%, Liberty Holdings Ltd. -1%.Food and drug sellers down 0.7%, while general retailers drop 1.1%.Clicks Group Ltd. -0.8%, Pick n Pay Stores Ltd. -1%, Bid Corp Ltd. -0.2%, Shoprite Holdings Ltd. -0.3%.Italtile Ltd. -7.4%, Woolworths Holdings Ltd. -1.1%, Foschini Group Ltd. -1.2%, Cashbuild Ltd. -2.6%, Truworths International Ltd. -0.4%Foreigners remained net sellers for a fourth day Wednesday, disposing of 380m rand worth of shares, according to bourse operator JSE Ltd.NEWS: Covid Corruption Plague Spurs Political Shake-Up Across Africa Before it's here, it's on the Bloomberg Terminal. LEARN MORE

To: carranza2 who wrote (162065)	10/16/2020 7:49:41 AM
From: TobagoJack	Read Replies (1) \| Respond to of 218083

Re DRD Below is bullish news, for it essentially means DRD can put in its own or second a willing municipality's independent power station to keep the machinery running 24 / 7 and should DRD opt for solar as booster, would be fabulous, as it would free power to free gold from the garbage tailings bloomberg.com South Africa to Allow Municipalities to Source Their Own Power Antony Sguazzin 16 October 2020, 18:28 GMT+8 Sign up to our Next Africa newsletter and follow Bloomberg Africa on Twitter South Africa will allow municipalities to source their own power rather than buying electricity solely from the state-owned utility, potentially easing a dispute with its second-biggest city, Cape Town. Earlier this year, a judge ordered further negotiations between the City of Cape Town and the energy ministry after the municipality sued the government because it wasn’t allowed to proceed with its own energy procurement plans. Under the planned rules, the local authority would still need government permission to do so, which it objects to. In addition to wanting to generate more power from renewable resources, South African cities including Cape Town, Johannesburg, the adjacent industrial hub of Ekurhuleni and Tshwane, which includes the capital, Pretoria, have been subjected to regular power cuts because state-owned Eskom Holdings SOC Ltd. cannot meet demand and distribution infrastructure is dilapidated. Cape Town has outlined plans to source electricity from solar plants and waste-to-power projects at its landfill sites. Eskom produces most of its power from coal. For more on Cape Town’s plans, click here Leila Mahomed-Weideman, director of sustainable energy markets for the City of Cape Town, said she couldn’t immediately comment. Before it's here, it's on the Bloomberg Terminal. LEARN MORE