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@Jayfire GDXJ holding of GDX reduced from 6,801,703 to 5,101,277 shares from yesterday (6/15) to today (6/16).
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from #mbgtrends,
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@Excelsior #Gold Stocks To Provide Leverage Once Again Jun 16, 2017 #VIDEO #GwenPreston discusses when she expects to see gold stocks providing leverage once again. https://www.youtube.com/watch?v=hEcWy7Vmq7M+#FrankHolmes: A Tsunami of Selling in #Gold Miners Is About to End #PalisadeRadio - Jun 13, 2017 #AudioInterview “Frank discusses how the $GDXJ became just a buying index with no separation of value and little understanding of who was doing well fundamentally. The re-balancing has created a large uncertainty with five billion dollars initially moving into the space and now three billion dollars leaving it. This will affect many of the small and mid cap #producers ...” https://www.youtube.com/watch?v=PVAReYqPqLk&t=5s+  Evaluating #Juniors and Top Picks - Sid Rajeev Cambridge House - Jun 13, 2017 #VIDEO gets good about 3 mins in. https://www.youtube.com/watch?v=3Mh0nmN8gNc+  Next ~bubble in #Gold stocks Jun 13, 2017 #mbgtrends Good #AudioInterview with @TheNextBigRush @Jayfire @MiningBookGuy https://www.youtube.com/watch?v=7Bl5BQIS5ik+
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@EvenPrime [[[ 2017 Stock Picking Contests Updated June 16th, 2017 ]]] --------------------------------------------------------- #Stockpickingcontest Highlights: 1) @raymipo - 140% 2) @Stocklor - 125% 3) @MiningBookGuy - 108% 28% of portfolios are above 25% return : (34% last week) 43% of portfolios are above 10% return : (47% last week) 55% of portfolios are positive : (62% last week) www.EPstatistics.com/stockpickingcontest.php --------------------------------------------------------- --------------------------------------------------------- #BonusPickShowDown Highlights: 1) @LucTenHave $AU - 363% 2) @CautiosNow $ADZ - 166% 3 @IronMan07 $MMJ - 125% 33% of portfolios are above 25% return : (336% last week) 38% of portfolios are above 10% return : (38% last week) 53% of portfolios are positive : (60% last week) www.EPstatistics.com/bonuspickshowdown.php --------------------------------------------------------- --------------------------------------------------------- #Safeststockpickingcontest AKA #Safest2x-Bagger Highlights: 1) @LucTenHave - 168% 2) @LucaBrasi - 78% 3) @JAChap - 41% 32% of portfolios are above 25% return : (36% last week) 50% of portfolios are above 10% return : (57% last week) 67% of portfolios are positive : (64% last week) www.EPstatistics.com/safeststockpickingcontest.php --------------------------------------------------------- --------------------------------------------------------- @1969Enigma @2pac @500Wedge @6furlongs @Aaron @AlGreene @Allan @Alockett @ayeyou @B1984 @Bedrag @bman97 @Breccia @BrettCross @BruceWayne @BS @Bullish @Buyhigh420 @camwow9 @CautiousNow @Chatyak @ck @Clapton @CommodityPro @CriticalInvestor @dalton123 @Daniel @david @dirkdiggler @DJS @DK @Drilltracker @Drj @Dutch_patience @Edp007 @Ekim @Empire @EpsteinResearch @Eustice @Evenprime @Excelsior @Exia @FaxingBerlin @Fiat @Finanzr @Fischlaender @Goldfinger @Goldrush @Goodie @greenmetals @Highheat @iceman @IronMan07 @JACHap @Jayfire @jerrio78 @jhm @jnbarbu @JosephMurphy @JT @K2 @kayo @kjm @Lee @Letsgetready @longzzzzz @Ltr @Lucabrasi @LucTenHave @LukeJackson @m00tpoint @madmann @Markus @Massimom @Maxhuntly @megavoss @Mesro @Mick @Mike86 @Mimibegalo @Minaki @MiningBookGuy @MiningCatalyst @motorolja @muskie @Mutt @Mxpx80 @Newager23 @Newbie @newstracker @Nick @Nobshere @NoSoup4U @ogi @Oliver @Onlyflaws @PamplonaTrader @Pepek @Pinnsvin @poolman @PurpleKush @Quantum @R44 @Rangerbentman @raymipo @RichardBuffet @rjunior @robby @RockedRed @Rod @Sarb @schischi @ScroogeMcduck @Scruff @Sergio @Sigmund @sihv @Silver @Snoek @SotallyTober @Spike @StarFire @Stateside@Stealinator @Stocklor @Stoneminer @strakpao @Sugar-Dog @supra48 @Teevee @Terrysteen @TheGalvanizer @TinyBullStocks @Tomjosd @Tron @Truth Never Told @Ujms @Upticks @Vaughan @Walterc @wiz099 @wolff @xenophon @Ylr @PhotoJ @Goldenboy7123 www.EPstatistics.com/stockpickingcontest.php #Stockpickingcontest #Bonuspickshowdown #Safeststockpickingcontest #Hotpick www.EPstatistics.com/stockpickingcontest.php
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@MiningBookGuy My video on $PDI.AX from a few weeks ago: https://www.youtube.com/watch?v=fW9Zw1ognqI+ Thank you @Excelsior for posting it at CEO.CA soon after the release! I was planning to write an article to go with it. Instead, I am writing this note with various tags, especially for those who missed it and like researching new ideas that very few people are following right now. Here are some highlights to note: -shout-outs to @nick (introduced $PDI.AX to me) @1ForDaMoney & @nickzed! We need more savvy Aussies like these guys at CEO.CA :) -Finding Bargains Down Under with #RickRule - http://www.theaureport.com/pub/na/finding-bargains-down-under-with-rick-rule This article is as powerful now as when it was published in 2013. One part #ASX-Stocks, one part #Africa … I am thankful for the insights here! Also shout-outs to @TheNextBigRush & @Jayfire in relation to #Australia stock talk on #TheNextBigRush youtube channel. -Importantly, I compare $PDI.AX to $MUN. Even though they seem quite different on the surface, they both have multiple, high-potential catalysts in the near-future, #Tier1 #exploration potential, aggressively pursuing global recognition right now despite being micro-caps. It’s hard to find companies with these qualities, and even better when so few people know them. -An important comparison of #Ecuador to #IvoryCoast. I pick on $ARU …while I personally am not willing to pay a massive premium for #management & #story with so little work actually done, I commend them for getting so much attention, and highlight @Newton’s excellent interview with #KeithBarron @Newton/will-lightning-strike-twice-with-dr-keith-barron-in-ecuador-aurania-resources-aru #IvoryCoast could use some help in the #story department…but to kick things off, I think there are interesting parallels to #Ecuador being the emerging jurisdiction in #SouthAmerica, while #IvoryCoast is the emerging jurisdiction in #WestAfrica / #Africa. -But one person HAS been pushing the story…and very few investors in #NorthAmerica seem to be paying attention. Mark #Bristow has pounded the table for years, and this is perhaps the best interview (and best link I have provided) to spread the message (from #DenverGoldForum 2016, main highlights around 7 minutes in, and 15 minutes in ): http://www.denvergoldforum.org/dgf16/company-webcast/RRS:LN/ There are very few choices for early-stage gold #exploration in #IvoryCoast: $PDI.AX - my current top choice $ORG - close behind and a top pick of mine…but not a ‘pure play’ for #IvoryCoast / #WestAfrica / #exploration, considering most value is tied into the more advanced #Sudan project $MARL -Some people were very interested in this one for #IvoryCoast exposure. Now it will take a while for that to materialize (and unclear what the next steps are). We'll see what $SSL does with these properties $AOP.AX - a very interesting one that I own as well…likely more on this in the future ... it’s a very short list right now! BUT, just check this list of mid-tiers/majors with #IvoryCoast exposure: $RRS.L $NCM.AX $CEY.L $CEE $EDV $PRU $PRU.AX $TGZ $RSG.AX $SMF …and there are surely more. Again, worth thinking about in relation to #Ecuador as an emerging mining jurisdiction worldwide… There is an #opportunity in this part of the world. #DYODD, good luck!
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from ~aufrica,
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@MiningBookGuy @Goldfinger - that's true...but when you compare to $SCA (as @Jayfire mentioned last week), it's a ridiculous comparison, where valuation is roughly equivalent, but we know $SWA has more assets and more going for it. This has happened multiple times the last few years, but IMO, $SWA fundamentals have improved even further compared to $SCA. And it's not like $SCA has done any public promo relative to $SWA (no one ever talks about $SCA at CEO.CA). Even though I haven't bought any $SWA on this pullback, that relative comparison is encouraging.
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from #swa,
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@Jayfire Added some more shares $SWA, way below my cost basis, obviously...
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from #swa,
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@FundamentalAnalysis @Jayfire Good entry point, I thought I was lucky back in November filling at 14c. I've done a round trip. Took no profits along the way.
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from #swa,
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@Jayfire Warrants were exercised at $0.20 a few months back so they should be funded for the next year at least... Always like to get in for cheaper than where the last round of funds were raised at.
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from #swa,
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@Jayfire They did issue out $0.35 warrants to encourage the exercise, but at these prices that's almost like 3x from here! Not dilutive at all and ways to go before those are in the money... http://www.saramaresources.com/getattachment/6ea880d6-7c83-4452-b33e-754495dd086c/Sarama-Announces-Completion-of-Warrant-Exercise-In.aspx
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from #swa,
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@Jayfire Congrats longs, amazing day! $CRE
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from #cre,
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@Jayfire I had to refresh my screen I thought it was broken
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from #cre,
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@Jayfire With $CRE having significantly re-rated this year, $BGS.AX has got to be hands down the most undervalued #lithium play out there (published resource of 27.8Mt at 1.42% Li2O). It's up to the new management team to get this story back on track!
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from #bgs.ax,
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@JanuarysVeryOwn @Jayfire hey Jay, when would you think about getting out of CRE? I know they have upcoming news releases but wondering if I should get out or step out of atleast part of my position. thanks!
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@Jayfire @JanuarysVeryOwn Selling some and booking profits is something I'll always agree with... To close out a position entirely, I guess it depends on how bullish you are on the upcoming catalysts to boost CRE share price further and if you think lithium will do well in the short/med/long term... Just speaking for myself, I took all my chips off the table around $0.89... Too early, but I sleep well at night being free carried to enjoy the ride from here on out. This is one of the best juniors in lithium, so I'm comfortable holding for now and will re-assess things later this year. But something like $1.50-2.00 might just cause me to close out for good. All the best!
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@Jayfire Hello everyone from the DR!
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from #mbgtrends,
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@FundamentalAnalysis @Jayfire You in dominican republic?
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from #mbgtrends,
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@Excelsior @FundamentalAnalysis & @Jayfire - that is better than Jay vacationing in the DRC :-)
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from #mbgtrends,
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@Jayfire hahahaha yeah Dominican Republic (Punta Cana) not Democratic Republic of Congo (Scary)!
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from #mbgtrends,
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@FundamentalAnalysis @Excelsior @Jayfire Road trip across the DRC now that's a stag do!....and there is always the potential that the groom doesn't make it to the wedding after
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from #mbgtrends,
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@Onlyflaws @jayfire Site visit at goldquest...;)
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from #mbgtrends,
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@Jayfire @Onlyflaws haha yeah this is as close as I'll ever get to GoldQuest/Precipitate/Unigold... I should stopby and see how the drilling at Cachimbo is going!
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from #mbgtrends,
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@Onlyflaws Take your own drill and Show em how its done @jayfire
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from #mbgtrends,
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@FundamentalAnalysis @Onlyflaws @Jayfire Anyone remember what % management own of the shares for $GQC.
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from #mbgtrends,
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@HHorseman @jayfire Enjoy the stay now ya hear! A trip during this sideways/down action sounds excellente
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from #mbgtrends,
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@enviro111 @Jayfire so which ones do you like for purchase. Wesdome had the biggest drop since mid May. 60% of the shares were liquidated, but the price did not go down much. Ditto for $KL. I bought $EDR and $TGZ. Maybe buying all of them would be a good strategy? Or maybe buying the newbies in $GDXJ would be smart? If they need to add more shares of something it will likely be one of the larger newbies. They are likely maxed out on the smaller ones?
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from #edr,
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@Jayfire @enviro111 Those are all good names and perhaps a diversified mix would be the best way to go. I'm not basing my investment strategy on anything GDXJ may or may not do in the future... After this fiasco, if something I own is not in their index, maybe all the much better... Any producer is inherently linked to the spot price of the underlying commodity so if that moves up these holdings will all benefit. Miners are insanely leveraged so I personally don't think the ETF holdings are all that important. But if big money flows into the ETFs they could in theory outperform... The caveat is the dinky juniors are so small it won't take much to 2x, 3x, 5x, 10x those share prices, and that's plenty good enough for me.
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from #edr,
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@FundamentalAnalysis I want to do a shoutout to @Jayfire once again #newbies. As great as it is receiving insights from guru's, fund managers and the likes, I get way more out of hearing @Jayfire commentary/ experiences as you are hearing from a like minded person who has the same goals as you probably do. In reality most of us retail investors do not receive the benefit of being paid to "wait"....the gurus in the industry even if gold prices went to $1000 over the next 3years would still receive their management fees, conduct interviews and generally get paid to have an opinion...however none of that tots up when it comes to what to do with your money. You don't get paid for losing money. @jayfire's blog http://www.fifighter.com/ is a far better learning platform and I would recommend any newbie to read that first before listening to the likes of rick rule, marin katusa etc....you. These gurus have wayyy more money, financial and thus staying power then most of us here have....don't go all in gold/silver as great as the narrative is....consider other things...and maybe even consider the odd cheap stocks outside of mining sector like I do as there are the odd few lurking around.
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from #mbgtrends,
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@FundamentalAnalysis I want to do a shoutout to @Jayfire once again #newbies. As great as it is receiving insights from guru's, fund managers and the likes, I get way more out of hearing @Jayfire commentary/ experiences as you are hearing from a like minded person who has the same goals as you probably do. In reality most of us retail investors do not receive the benefit of being paid to "wait"....the gurus in the industry even if gold prices went to $1000 over the next 3years would still receive their management fees, conduct interviews and generally get paid to have an opinion...however none of that tots up when it comes to what to do with your money. You don't get paid for losing money. @jayfire's blog http://www.fifighter.com/ is a far better learning platform and I would recommend any newbie to read that first before listening to the likes of rick rule, marin katusa etc....you. These gurus have wayyy more money, financial and thus staying power then most of us here have....don't go all in gold/silver as great as the narrative is....consider other things...and maybe even consider the odd cheap stocks outside of mining sector like I do as there are the odd few lurking around.
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from #mbgtrends,
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@MiningBookGuy +1 @fundamentalanalysis! Wonderful shout-out to @jayfire, fully agree with the message ☺️
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from #mbgtrends,
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@Jayfire Wow look at those new targets! Pegmatite swarms galore! Very exciting times ahead after immense suffering $BGS.ax
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from #bgs.ax,
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@Jayfire @FundamentalAnalysis thanks for the shout out and kind words! Really appreciate the support and from everyone here. Yup, I'm just a retail investor doing the best I can to get ahead. Readers of the blog have always appreciated the insights, details so I just do my best to stick to that. Win, lose, or FAIL it's all documented for learning purposes. Cheers ya'll.
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from #mbgtrends,
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@Jayfire @HHorseman and @MiningBookGuy Keep up the great work! Your channels are among my favorites and always look forward to your new updates. I'm sure many on here do as well so keep on keeping on.
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from #mbgtrends,
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@Jayfire @JuanTrader same here! The past is the past and we are all looking forward to leaving that mess behind us forever as we embark on a new chapter. The PFS will also include a scoping study for a processing plant which will do wonders for reducing OPEX due to transport/processing. This is what everyone has wanted to see for awhile now and glad the new team is on top of that concern.
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from #bgs.ax,
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@HHorseman @Jayfire You are too kind my friend! And ditto! Fifighter.com has been under the favorite tab for quite some time :)
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from #mbgtrends,
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@FundamentalAnalysis @HHorseman How can you be forgotten :) ....!! I always read your blog as well.
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@HHorseman @FundamentalAnalysis Happy to hear! :). I think you are one of the best contributors yourself
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@Jayfire What a great community we have here. Thanks everyone for all your contributions.
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from #mbgtrends,
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@Jayfire haha why did I spend all day at the beach yesterday I was really gonna add at $0.58 honest
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from #nrg,
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@HHorseman @jayfire A day at the beach is a win in itself thou! Hard to know where the bounces takes place. First day it shot up 38%, then down to 17%... And now it's up about 60-70%. Wild ride to say the least.
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from #nrg,
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@Jayfire @HHorseman No complaints, just bad timing. Saona Island is pretty spectacular though so it's all good. $ORE has been doing well so I was gonna swap some of that for some of this $NRG. Congrats guys terrific day (and week).
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from #nrg,
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@Jayfire @FundamentalAnalysis The calm before the storm? $ORG has got all the right pieces to succeed and it's backed by the right people as we all know. I told myself I was topped out at 100k shares, but I don't think I would mind adding a few more... This is one of those stocks where I just wanna be situated in early so that I can enjoy the ride without having to chase later. Sometimes consolidation periods go on for longer than we have patience to endure, but with the benefit of hindsight those are oftentimes the best opps to add more shares.
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from #mbgtrends,
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@FundamentalAnalysis @Jayfire What gets me interested is the short term profit potential as well as the long term. Warrants are only 1yr 55c, to have that type of financing the team must be pretty damn confident there is value to be added very quickly. Literally 44% gain within a year if it works out, and a lot more beyond that in the longer term. $ORG
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from #mbgtrends,
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@Jayfire @FundamentalAnalysis Yes those are very favorable terms and non-dilutive. If $ORG is at $0.55 in a year's time that still wouldn't be the worst thing either. The water issue was my main reservation with this stock and from hearing Rick Clark speak, that sounds like they've got more than enough. Easily over 100k oz/year now and the DFS should turn some heads.
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from #mbgtrends,
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@FundamentalAnalysis @Jayfire I was actually watching a documentary on sudan a while back and although Sudan appears like a very dry country and it is in the north on the surface the nubian shield has a tremendous amount of underground water reserves aka Great Nubian Sandstone aquifer. Apparently its amongst the largest freshwater sources.
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from #org,
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@HHorseman @jayfire Sounds good! I do a lot of portfolio shuffling when we have sideways action in gold and (most) miners. I will have to unload some of Newrange if we hit 0.80-0.90 BEFORE second drill results. My $NRG position has already grown "too much" and is currently #2 (by weighting) :S. I want to be able to sleep :P. But at the same time, if we get more stellar hits, this thing can get huge pretty quickly.
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from #nrg,
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@MiningBookGuy @KevinS RE: https://ceo.ca/mbgtrends?0d6fd7a3aa73 - sorry took me so long to write back to you here! I'll try to catch up on some other #mbgtrends stuff I've been monitoring the past two weeks, but not contributing. I just wanted to make the point that the whole 'GDXJ thing' got very little press this past week. I think there's still opportunity here. But I wonder how many people are disappointed by not seeing an immediate, sharp bounce (that was kind of what I THINK people were expecting). Anyway, I actually think your idea behind deploying some of that extra cash right now is a good one! It does seem like at a minimum, 'some type of bounce' will occur very soon. Now will it last more than a few weeks? I have no idea. But it sure 'feels' that way to me. On my end, I have so little cash that it's not really an option to think too much about this! :P I do like it that you're looking at West Africa...it's interesting to me that the #NorthernMiner seems to have had an 'Africa week', with various articles focused on the continent. It's been neglected for so long, and many of us in #mbgtrends are on board with this, but so few other at ceo.ca and in the mining investment community in general. Anyway, I think it's good for you to write this stuff out, and you can look back at it later. You'll learn something whether or not it works out! I should be writing down more of my own thoughts (like @Jayfire does...but I'm too lazy on that lately!) Ok, gotta run in a minute, but will try to write back to some other things later this weekend as well.
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from #mbgtrends,