Best Of The Best Share Discussion Threads

[lbo] 31/1/2011 09:38

Interims better then my figures above! Business is worth more then £750k on these. Earnings per share for the period (continuing operations) were 0.72 pence. Going on this the business should be valued at least 5x1p = 5p plus 26p cash = 31p valuation

Revenue from continuing operations GBP2.41 million

Profit before tax from continuing operations GBP0.17 million

Cash generative with increase in cash balances to GBP2.65 million
at 28 Jan 2011 cash balances were GBP2.97 million

[049balt] 30/1/2011 15:43

Front page of The Farmers Guardian, "World population boom puts UK farming to the fore" it states that " the decline in food prices over the last 50 years was now reversing" and that "agriculture was at a unique moment in history".
This is music to my ears!, the question is how far will food rise in price and at what pace? we know that farm gate prices are rising but will we see panic buying at some stage in the future, will we see riots on the streets? The consumer has for the last few decades taken for granted cheap and pleniful food supplies what will happen when all of that changes...

[traderabc] 29/1/2011 11:50

Friday, January 28, 2011
The Truth About Doing Business In China

NEW YORK (TheStreet) -- John Kuhns, author of the book China Fortunes and CEO of China Hydroelectric Corporation, discusses the reality about doing business in China.

[traderabc] 28/1/2011 20:54

Peter Schiff: FCIC is a sham!

[traderabc] 28/1/2011 14:03

Thursday, January 27, 2011
Jim Rogers Singapore is such special City

Jim Rogers " My family and I lived all around the world we decided we live in Singapore because it is such a special City , it has great infrastructure terrific education unparallel healthcare nature lots of green spaces , it is one of the greates cities f the world as far as we are concerned it's extremely business friendly they would anything they can to help you make sure your business works , everything works in Singapore so obviously it is stress free , it's going to be one of the greatest cities of the future ...."

[traderabc] 28/1/2011 13:35

Chris Martenson Interview With Jim Rogers: Why Inflation Is Raging Worldwide And He's Shorting US Treasury Bonds

"I see more inflation and more currency turmoil as we go forward. There are huge debt imbalances in the world. U.S. is the largest debtor nation in the world and all the assets are in Asia. The largest creditors in the world are China, Korea, Japan, Taiwan, Hong Kong, Singapore – this is where the assets are and the debts are in the West. Those imbalances have to be resolved. They frequently lead to more currency turmoil. We'll see more inflation, we'll see more governments fall. We just saw Tunisia fall – more are coming because the world is going to continue to have these problems, and especially inflation that is going to cause more social unrest."




To D/L the podcast, here.

[michaeld] 28/1/2011 00:17

I agree with Dutch that a US collapse may well trigger a collapse in China and the other countries who largely depend on trade with the US. There would be worldwide chaos until a new kind of World reserve currency is formed (eg based upon a basket of commodities and currencies?) and most countries will have to become more self sufficient in trading terms, I believe. 'Balance of payments' used to be a big deal with governments around the world but more recently it has become the fashion to import with impunity using debt in the hope that the day of reckoning may never arrive. Unfortunately that day is getting quite close, I think? Time will tell.

[michaeld] 28/1/2011 00:04

More excellent video clips; thanks trader.

[dutch alert] 28/1/2011 00:03

I agree there are rough times ahead but I also agree with Friedmann China is a mirage.
If we all think US is going down and China is going up, I think it is too much feeling and too little facts. Even our big guru Jim Rogers make the same mistakes. Jim has said a lot sensible things about commodities but if he commend on other parts of the economy he did not use the facts as he use with commodities. My conclusion "If the US is going down China will go even faster and at best China will return as a kind of Japan a regional force strugling for power.
The Us will stay in power. They survived the crash of the thirties.
If they change their relation with China. Ofcource China will cry but would not be able to take the lead. One fact the said it all. The US stands for 50% the total of the worlds consumption power. The BRIC countries in total for less then a third.
If they stop buying from China it is not weakness but it is the power to change course. The book of Eric Janszen "The Postcatastrophe Economy" is an example a roadmap to become vigorous again.

[traderabc] 27/1/2011 21:27

Thursday, January 27, 2011
Jim Rogers : Commodities Will Make A Fortune

Jim Rogers on The Kudlow Report Jan. 26 2011

[traderabc] 27/1/2011 18:39

[KR116] Keiser Report – January 27, 2011

[traderabc] 27/1/2011 12:08

Dutch, of course he's right, if America stops buying their goods, China will be in trouble. However if America stops buying it will be a sign that America is in even more trouble. China still will have the rest of the World to trade with.
My feeling is that the next crisis will see the whole world in the tank, but if there is a recovery China will be one of the first to emerge and the US the last.


Peter Schiff Video Blog - January 26, 2011





Peter Schiff - Top Three Trades for 2011

[dutch alert] 26/1/2011 23:00

Yes that the one. Today they had an interview with George Friedman founder of Stratfor on China

[traderabc] 26/1/2011 18:56

This is the 3rd in the series, they're getting better each time round as they answer their critics and continue to ask the questions that need to be asked.


180 mins

ZEITGEIST: MOVING FORWARD | OFFICIAL RELEASE | 2011

[traderabc] 26/1/2011 15:21

The Red Arrows

Richard Russell snippet
Dow Theory Letters
Jan 26, 2011

January 25, 2011 -- "Imagine telling Charles Dow 100 years ago about the inclusion of Disney, McDonald's, Wal-Mart, Home Depot, Amex, BofA, & JP Morgan Chase representing American industry for his index of 'industrial' giants'. Dow might have asked, 'What do they produce?" Without realizing that he was reacting like the Austrian school of economics that holds that wealth must be produced: It can't be borrowed or printed."
From Ian McAvity's remarkable publication, Deliberations on World Markets."

Gold has risen a fantastic ten years in succession. Gold, of late, has been receiving a lot of interest and publicity and advertising. Gold is probably overdue for a correction in this ongoing bull market. Analysts are talking about "gold correcting down to 1200 or even 1000." However, I believe that the more important picture is that the gold bull market has much further to go on the upside.

[traderabc] 26/1/2011 14:17

Marc Faber on Bloomberg 01/25/11

[traderabc] 26/1/2011 11:34

Agri-Food Thoughts
Submitted by Ned W Schmidt C... on Tue, 25 Jan 2011



An old saying goes, "Lots of ways to skin a cat." Given the rise in Agri-Food prices over the past about four years that may be a skill that becomes rediscovered in the years ahead. While growing up near St. Louis one of the more interesting experiences was a visit to the now long shut downtown open air farmers' market. One of the rules for the purveyors of meat was that rabbits had to have the unskinned feet attached. No one apparently wanted to buy cat, and have some unscrupulous seller substitute rabbit.

[traderabc] 25/1/2011 23:34

A poor start, but some interesting stuff towards the end. Imagine waking up one day and the value of your currency has fallen 90% overnight, apparently this is how it happened in Ecuador. I wonder if this is the kind of thing that Mervyn King is hinting at.



On the Edge with Oscar Leon – 21 January 2011

[traderabc] 25/1/2011 23:21

Keiser Report: China + Yuppies = Chuppies (E115)

[traderabc] 25/1/2011 09:12

Obama Is "Clueless": Peter Schiff Weighs in on SOTU, Jeff Immelt's New Gig

[traderabc] 24/1/2011 21:18

Monday, January 24, 2011
JIM ROGERS: Oil going for $200

Global Investor Jim Rogers says oil is headed to $200 in a recent BBC interview

[praipus] 24/1/2011 15:19

Thanks traderabc.

[traderabc] 24/1/2011 14:12

Dutch, (if you're still about). Is this what the one you mentioned?

Stratfor's 2011 Annual Forecast
Submitted by John Mauldin on Fri, 21 Jan 2011

[traderabc] 24/1/2011 12:30

Praipus

You may have found this Jim Rogers, he's quite well known in the mining industry. I think he's also known by the name James.