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

To: Gib Bogle who wrote (163038)	9/26/2020 11:31:44 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218710

we love everything about DRD, especially lower prices, even as we are full up, because we want more, much more DRD is near-gold I like how the business was actually helped by the CoVid, as 10-days production loss due to lockdown was way offset by the ramping gold pricing, leaving more in inventory of tails for eventual processing dividends for the 13th year in a roll, and unlike other businesses, rising all wonderful win win win like that DRD is doing solar, to lessen power risk and reduce cost it would of course be fantastic if DRD can be totally solar powered (unlikely, technologically) - literally free gold however it is easy for DRD to make the investment analysis love the trend of lessening complexity (sites) and lower grade but higher volume, tagging to doubtless higher price - the trends are good I noted the CEO tee-ed up the subject of PGM tailings work ... whoa! Go Go Go. in the meantime the Boyz are fighting over a literal toy, and the fight should be helpful to DRD, per thigh bone connected to the neck, etc etc A total shutdown of rare earths shipment, in order to protect national security, would boost gold, and as and when resume shipment, the destruction of capital invested in REE would also boost gold pricing how interesting can interesting get? all over a toy called TikTok zerohedge.com China Plans To Protect TikTok "At All Cost" Against "Mafia-Style Robbery" & US Threat To National Security It was a week ago that Beijing made clear it won't be signing off on the messy and mired in confusion proposed Oracle-TikTok deal, citing that it would harm its "national security interests," which is exactly the same reason given by Trump for trying to shut TikTok down in the first place. China's state-run Global Times is out with a new editorial Saturday indicating that Beijing will stick to protecting TikTok "at all costs". The theme of "compromised" national security is still being presented as the crux of the matter. "China is prepared to prevent Chinese firm TikTok and its advanced technologies from falling into US hands at all cost," Global Times introduces. This even if that should mean the hugely popular app "risks being shut down in the US, because allowing the US to seize the firm and its technology will not only set a dangerous precedent for other Chinese firms, but also pose a direct threat to China's national security, Chinese experts said on Saturday, a day ahead of a court battle in the US over a ban of the app." Again, interestingly this seems to be the mirror image argument the Trump administration has harped on for much of the past year, especially on Huawei. GT's argument continues: More importantly, for Beijing, the case goes way beyond just a mafia-style robbery of a lucrative Chinese business and cutting-edge technologies, but a threat to its national security, because the US could find loopholes in those technologies to launch cyber and other attacks on China and other countries to preserve its hegemony, the experts added. Voicing the communist government's rationale further, GT cites an expert at the China Electronics Standardization Institute Liu Chang, who says "What the US wants, we definitely cannot give." "From the perspective of both the company and the Chinese government, this cannot be allowed to happen," he said.

To: Gib Bogle who wrote (163038)	9/27/2020 12:05:22 AM
From: TobagoJack	Read Replies (3) \| Respond to of 218710

re << DRD - the latest CruxInvestor interview is with the CEO: cruxinvestor.com >> following up to Message 32952071 the PGM tailing talk is ultra bullish once they work out the details, for it gives DRD effectively infinite life, and should fuel cell power systems get going, makes DRD part of that value chain in a good way We like ... a lot ... and there is now blue-sky, an important aspect of value creation Imagine, a pond of gold with PGM blue sky, rising end-market prices for outputs, relatively simple process amenable to further tweaking of efficiency and tuning of cost, pays dividends, no debt, and tanking ZAR currency, even as USD going down and down some more As cloud-ATM machine to the Almighty's bank, shareholders and option players should do well. I am puzzled why I appear to be the largest option seller at near-the-money :0) makes me uncomfortable to not know who I am playing with and against. Would be a shame when CEO retires - he is tops as far as I can tell

To: Gib Bogle who wrote (163038)	9/27/2020 12:58:29 AM
From: TobagoJack	Respond to of 218710

the mathematics of the current setup in DRD November expiration Puts / Calls strike 12.50 the largest concentration of my risk is for now is centered around November expiration, as October positions by and by traded away, and February / May positions still being built up. Take 12.50 strike as example, One can buy a share at 11.48 (Friday closing price) and sell a call and a put both at strike 12.50, undertaking to be robbed of a share at 12.50 on / before 20 November, or be force-fed an additional share at same 12.50, all in exchange for combined premium of 1.05 + 1.80 = 2.85, which would be 23% of the 12.50 undertaking should one be actually force-fed a share at 12.50 on or before expiration day, less the 2.85. net cost of the additional share would be 9.65, and together with the Friday purchased share at 11.48, the average cost would be 10.57 for both shares. should one instead be robbed of the share bought at 11.48, at price of 12.50 obligated, adding to the 2.85 premium earned, would show a profit of 2.85 + 12.50 - 11.48 = 3.87, which would be 34% return on the single share bought and robbed, for less than 60 days of hanging out The options are not liquid so larger quantities actually has to be transacted awhile ago, as am now still building 'for the long term' positions in February and May expiration campaigns, when it is far less clear what would actually happen to gold and therefore DRD. All seems unreasonable. Cannot get these odds at casinos / lotteries. Of course none of the machinations can save one from a cratering back to 5 per share, thus the bet. Even more wonderful, that one get to use TSLA premium to finance the wager! Would be a shame when CEO retires - he is tops as far as I can tell I do not do the options w/r to TSLA this above way, because TSLA can crater back to below 200, easily, and so I buy calls and sell other calls, in different wallop sizes and same / different expiration dates. NLY is another good one, not so much because it is volatile, like TSLA, but given that it is steady. NAK, BBL, RIO, TRQ ... all just computer gaming, ideally for win-win outcomes