Flip!
Gotta be a $200m+ yr eh? |
Purely for interest, I took all the last completed 15 years of AAZ Production for the three metals and averaged those values then used current metals prices to determine what is monetary annual average of AAZ Production to date.
Au: 54,193oz * $2,703 = $146.494m
Ag: 110,805oz * $30.4 = $3.368m
Cu: 1,454t * $9,082 = $13.208m
Total: $163m / Year |
 IQAI
Have been doing some more reading on it and it seems to have morphed from the story 5 years ago where it was mainly selling kidney stone checking imaging software ?!
Now it is a biotech story with Phase I / II trials of gallium maltolate in brain cancer
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I think they might need a placing soon but Trevor 'ydderf' Brown likely to time it on back of news ? |
Thanks for the posts on the housing market things to ponder.
From my viewpoint I see the government wanting to build many more homes, same as the last one there mind you, but also there is talk of loosening mortgage rules on how much you can borrow. I get the feeling this government are putting more effort into starting to inflate the property market as a way to get more cash than the last bunch it also gives the populace that own houses a feel good factor if thier property increases in value which might help come election time. Early days yet but the builders are at very low points but seem to be picking up a bit in anticipation of something. |
Matt I agree absolutely with you.
Just a reminder to everyone invested here as to what we have. |
exactly the point I was subtly trying to make 2cmb .... AAZ is in the right metals, at the right time & will be experiencing a strong growth phase between now and 2027. |
M/F' LOL 😂.
I completely agree with J/Bs
toughts.
I used to have birds on most of my port of calls.
I shall make up for lost time this year on my planned journeys.
I try not to neglect that side of my life.🤫ԅ17;😂🤣;👌 |
Matt ' your chart is dead right.
The Chinese demand for commodities is not going to wane anytime soon.
No matter what Trump threatens to do.
The Copper price and Iron ore prices have already started to tick up now. Gold will do very well this year too.
We at AAZ have all the metals where demand is going to be great.
The Zinc Circuit at our site will be added shortly IMO.
Gold, Copper and Silver and later Zinc.
Silver price has also started to tick up.
What more can we hope for ??
Right time and right commodities.
ATB. |
Commodity Index Monthly chart ... this looks very much like a breakout from a half-way-up the flagpole pattern.
The dotted line shows the resultant projection & suggests commodities to remain in a bullish uptrend thru to circa Nov 2026.
Chart clearly shows we've been at that sort of price level once before (2008) & what happened next: |
Well Wan' you have met a lot of people by opening this thread and learned a lot as well.
You have run it excellently.
You have had good and bad times too.
So I am pretty sure good times are not too far away.
Just make sure you take profits. That part of your investments has been week as far as I have seen. I hope you don't mind me pointing that out.
Get regular exercise and look to a lovely future.
Good weekend all LTHs .
ATB. |
a long road ahead with AAZ now cmb and along the way we'll be subjected to all sorts of variables, commodity prices, Putin, Trump, Armenia, the new TD etc etc etc...
it's going to be boring & tedious for much of the time,,, but, that's just fine and should allow me to leave the screens alone and go out into the world and live a bit more.... :-) :-)
have a great weekend all :-)
Cheers
Wan :-) |
Pogue ive always dabbled with builders but sometimes, knowing an industry well, doesn’t help predict the share price movements. On the ground theres still excess capacity in some of the supply chain, shortages in bits here and there. The largest shortfall though, that just about everyone agrees is labour; some down to Brexit, but that aside, there never ever was enough to build 300,000 new homes. It’s a fantasy, unless you’re talking cheap, pre fab pods of some description and even then i very much doubt it possible.
If you were a developer, would you encourage easier planning laws, so you can develop prime sites, yes of course. There are numerous reasons planning consent can be held up, but essentially an easier planning process gives developers more choice. Most would be happy to build more, but would you increase supply to a point that prices drop, something Dom touches on in Bumpa’s article. So besides the economic backdrop Frisby reasons is going to weaken, he doesn’t account for the supply side challenges or builders margin aspirations; they are trying to squeeze the supply chain, as always. Noticed SHI the other week, they're a kind of in between actor in the market, substantial one really. Aside from poor debt position, there was no real encouragement there to say the construction sector is thriving in the U.K. Modest growth through price aggression maybe.
Longish answer but yes the builders are looking battered, maybe they are due a turn but I’m still a bit hesitant to pile in. |
Good morning Wan.
We are invested in the right commodity and at the right place at the right time IMO.
I think the next couple of years are important in our investing history. Let's hope peace prevails during that time.
I apologize for my behavior last night !! 😞
Too much Carribiean Rum last night.
Sore head this morning !!
Oh' our relationship with TRAFIGURA is going to play a big role.
I know they are not the best to deal with. Their loan helped us during trubulant times for AAZ though.
They will spread the word to others larger ones over time when the BoD are ready for any T/O talkes.
Let's hope the future is rosey for us. |
Good morning all, Cheers Wan :-) |
It's a good ol' laugh though isn't it?You know, rather inconsequential than non-existent |
A pretty decent update in the circumstances
As for the phantom downtickers, I hope they have them on autopost! If not they are wasting a lot of their lives (not that their lives can be bringing them much joy if logging in to BBs to downtick all the posts is the highlight of their day ). |
The case of Zachary Moore v. Alliant Credit Union et al. reached the Supreme Court in 2025, centering on the constitutionality of foreclosure proceedings based on a mortgage loan issued in fiat currency. Mr. Moore contended that such currency, lacking intrinsic value, did not constitute valid consideration, rendering his mortgage contract void and the subsequent foreclosure a violation of his constitutional rights.
In a landmark decision, the Court ruled in favor of Mr. Moore, declaring that the foreclosure proceedings violated his rights under the Fifth and Fourteenth Amendments. The Court emphasized that contracts based on fiat currency lack valid consideration and cannot be lawfully enforced. This ruling called into question the legality of the fiat currency system and its alignment with constitutional principles.
Justice Scalia, delivering the opinion from beyond, underscored that the Constitution prohibits states from making anything but gold and silver coin a tender in payment of debts. He asserted that contracts grounded in fiat currency are inherently suspect, lacking the mutual exchange of value required by common law and sound contractual doctrine. The decision reaffirmed the necessity of adhering to constitutional mandates regarding monetary systems.
This ruling has profound implications for the U.S. financial system, challenging the validity of contracts based on fiat currency and prompting a reevaluation of current monetary practices to ensure compliance with constitutional standards.
hxxps://thinkingwithzach.blogspot.com/2025/01/zachary-moore-v-alliant-credit-union-et.html |
YIKES,,, thanx Bumpa,,, some fairly convincing & compelling facts there!!! |
Pogue - re house builders, from SP…
I agree with Dominic, as invariably I do. All the dominoes are lined up for a real correction this year. Anyone buying housebuilding shares needs their head examined. The great Frisby opines:
“Record Boxing Day bounce,” says Rightmove (RMV). Read beyond the headline and you get: “Our data shows a 26% increase in the number of new properties listed for sale compared to Boxing Day 2023, which previously held the record.” They’re trying to spin more sellers.
More sellers means more supply.
Meanwhile… a weak economy is not booming, so people have less money. Labour’s higher taxes also mean people have less money. Higher mortgage rates mean there is less money to borrow, and, thus, less newly created money to come into the market and prop up prices.
The rich are not coming to Britain - they are leaving, if they haven’t already left - meaning less money,
So we have more supply of houses, but less money to buy them with.
Meanwhile, stamp duty is a massive deterrent. Never mind people choosing not to move because of it, anyone buying a second or third home: who is going to pay 5% stamp duty for a second or third home? Not many people, I wouldn’t have thought.
More supply, less money, fewer buyers.
Then there is the general perception of the economy. People are not feeling rich, nor are they bullish about the UK economy, meaning fewer people will take the plunge.
What about investment from overseas?
See my earlier comment about stamp duty. The cost of buying drives away investment, particularly when it's dead money like tax for which you get no return. Plus the UK is not currently well perceived abroad, particularly in the States.
Then Labour is going to loosen planning laws and build a whole load more houses - well, they say they are - meaning even more supply.
As if that wasn’t enough, 2026 is the year the 18-year-cycle in property turns down.
And then there is this looming crisis in the debt markets, and potentially sterling itself.
If houses don’t turn down this year, I’ll declare this market permanently immune. |
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