Bema Npv Share Discussion Threads

[lui5] 20/12/2004 10:12

Tip in Telegraph:

With $135m of cash in the bank to fund its equity contribution in developing the Kupol gold mine in Russia, Bema is well placed to bring this rich deposit into production. The shares should have a good run. Hang on in there at 161.5p says the Telegraph.

[toby tots] 19/12/2004 09:44

Tipped as a buy in today's Telegraph!

[spaceparallax] 08/12/2004 11:14

Also heard that, but have heard contradictory rumours; are Bema trying to prop up? Might touch at 150 (if feeling brave). Could be heaven or hell. Time will reveal truth.

[hectorp] 04/12/2004 14:22

Press report today that BEMA Gold has a very huge deposit - Kupol

and news not even reported here on 29th Nov.. why not?
I hold them not...
the g/t and size of the many cores suggest a several million ounce resource? We wil know in January...

[spaceparallax] 28/11/2004 21:37

Hi,

I have heard rumours of profit taking in the early 190's and have avoided this one. I got bitten with BSS collapse last week.

[brugha] 24/9/2004 09:32

Anything to say biswell?

Loks like you´ll need to move the decimal point on your spread sheet :)

For you gold bugs

Irish goldmining minnow GCM

Have results and news due in the next week or so.

Lots of Dublin gossip and blarney

Be lucky!

[mikkydhu] 24/9/2004 08:40

Very impressive Kupol drill results released yesterday. The deposit is very high grade and large with more to find. If gold rises and the rand falls Bema should do very well.

[biswell] 08/8/2004 10:47

I have just been looking at the TA for this share, it is up for another 1p or so and then I am afraid it's down to 110p

I see this share hitting a quid in the near future

B

[biswell] 08/8/2004 10:45

US and UK markets are falling hard as I predicted a few weeks back, prior to the june 30th rate rise, I said DJIA 9453 at the time on the VIEW thread.

Mining stocks will get taken down with the rest, as could be seen with OXUS and CER on friday when gold went up $7...I said this would happen several weeks ago also.

Gold is on a mini up leg granted, but the FED and the Jap and European banks will keep the lid on it so that it does not go through $410.

I have a low on DJIA 9250 coming up.




Oil stocks are going into reverse in the US


Gold follows the oil index


Oil itself will fall starting in about 7 days from now at $47.50 and will go to $37.50

B

[oliverletwingtit] 06/8/2004 16:01

Could be time for a speculative punt on these after todays US job market figures.

Looks like US interest rates will stay on hold and the dollar may come under pressure.

Bema report next thursday.

Worth a bob or two punt I feel.

regards oliver. Ps, POG moving up quickly.

[biswell] 30/6/2004 09:43

Summary:

1. The HUI Index follows a combination several long cycles including a 13-week cycle as well as 130-day, 192-day, 262-day, 318-day and 510-day cycles. In particular, the long-running 13-week cycle shows it was reinitialized in Feb 2000 which coincided with Fed-meeting involving gold sales. The low in the 13-week cycle (as well as other cycles) occurred in Aug 2000 and the HUI Index began a major rally.

2. A major downtrend is coming up for the HUI Index starting/after July 2004. It appears this downtrend may propagate through the remainder of 2004 leading to a broad bottom in the HUI Index in Nov/Dec 2004. You may wish to refrain from further gold stock purchases until this situation becomes clearer. It is dangerous to continue to invest in gold stocks at this point if these long cycles persist through the remainder of 2004. There may be a short (bear) rally in the HUI Index during Aug/Sept 2004 but the overall prediction is down.

3. The HUI Index is probably making its highs on the year. There is another major rally in the HUI Index coming in early to mid-2005 followed by a double top (currently predicted in March and June 2005). The (relative) bottom in 2005 is predicted to occur Sept 2005.

4. The 192-day cycle in the HUI Index is suspect as a real trading cycle – it has the largest amplitude but appears out of nowhere sometime in 1998. It started growing in May 1998 and has played a major role in the timing of the HUI Index (together with other cycles). This cycle is projected to bottom in Dec 2004 (leading to a Rally) and again in late Sept 2005. Unclear who is involved in the 192-day cycle growth at this point?

5. Gold Bugs should keep their cash dry at this point and consider avoiding further long-term speculation in gold stocks (exception may be Newmont off its 200 dma and we will take a future look at this particular bell-weather stock). A significant rally is in the offing in the HUI Index after Nov 2005 leading into 2006

6. Good News – Bad News. There is a coming major rally in the HUI Index but it is not this year. We are predicting the real major bull market in gold stocks will begin in late 2005 and many of the gold-producing stocks may never look back again after 2006.

Fair comment By

B

[biswell] 15/6/2004 07:34

For any browsers

Wow gold up 10cents
US Rates
US recent survey.
So now 90% of economists say US rates will rise 0.25% in a couple of weeks and be 2% by Xmas, many also believe a 0.5% rise is a real possibility. I expect this camp will increase as the next week goes by.
PPI and CPI numbers out today should give AG the excuse to use the right mealy mouthed words to say
'The US is now firmly on the road to economic recovery, we consider the time has come to take prudent action now on interest rates to keep our economy on track to ensure that this recovery continues'


US airline shares anyone?

The DJIA and NAS drifted to lower highs and lower lows yesterday, can't see nothing but a continuation in the current climate'

Re the $ and yesterdays mini-hit re deficit
The yanks are just importing too many goods which themselves have rocketed in price due to commodities going up in price, it is just another reason why rates have to go up and go up faster than folks and markets think. Means the $ will gain strength, not negative as the plonkers thought yesterday.

UK rates
Mr King has marked everyones card today, rates are going up in the UK.
Has the FTSE got a 0.5% rise in August factored in? I think not.

A big market correction has started
This unexpected kicker will also hit mining shares.


B

[biswell] 12/6/2004 08:06

Tim Wood on www.financialsense.com says $350 also
B

[biswell] 09/6/2004 16:16

When I say so
B

[hectorp] 02/6/2004 09:42

Well now.. BAU is now down 30% off its highs... and it has massive reserves, is BAU nearing fair value? at which point a long term hold could be wise...
H.

[scribbler101] 13/5/2004 20:53

Any STOCKBROKER can and will buy AIM stocks for you.

Those organisations who will not are mere sales reps for RSPs.

[crypto] 13/5/2004 17:37

Bema is an AIM stock so not every broker will deal. Try TD Waterhouse.

[nwmadden] 13/5/2004 15:12

I'm relatively new to buying and selling shares, so you'll have to bear with me! I fancied buying into Bema a few months ago, but both ComDirect and Egg's Xest online sharedealing services couldn't provide any Bema shares. As small time private investor, how do you go about getting your hands on Bema shares and other such rarities?!

Cheers...

[biswell] 29/4/2004 10:33

Hector
Gold could now be heading to $350 by the end of june.

Put your gold share purchases on hold.
B

[hectorp] 29/4/2004 09:50

Morning, been out for a couple of weeks. I took Ashley's advice , and in my case, its been a good move, sold around 190 level, small loss.
But we will see buyers return very soon IMO.

Biswell again right, hard as it is to say so.

[kitkat] 29/4/2004 07:58

hope you're out Hectorp
this one seems to be in a freefall

[bookshop] 15/4/2004 19:00

A new book is published today on the mining sector-

Title: An Insider's Guide to the Mining Sector
Subtitle: How to make money from gold and mining shares"
Author: Michael Coulson, Chairman of the Association of Mining Analysts
Publisher: Harriman House
Release date: 15 April 2004

The book can be ordered from the ADVFN Bookshop-