Epe Special Opportunities Share Discussion Threads

[josels] 01/8/2011 13:51

Leeson31 - 30 Jul'11 - 18:35 - 7691 of 7693


hi BountyHunter, this is the august contract for oil, do you know where i can get a sept one?



cheers mate,

Leeson

bountyhunter - 30 Jul'11 - 22:01 - 7692 of 7693


Hi Leeson, yes no problem at all - simply change the 'Q' (in CL.Q11) in that link to a 'U'...



Contract codes are here...


Cheers, bh

Leeson31 - 30 Jul'11 - 22:30 - 7693 of 7693


Tyvm mate!

[josels] 18/7/2011 22:31

Hi Josels:

Data Explorers - Stock On Loan




This will give you a basic chart of the stock on loan... it's the only one I know about that's free...

N.B. Paste the stock code - the ISIN ('GB00B01C3S32' for RRS) is best, so that you get exactly the right stock info - into the search box and hit the search button!

(You can find the ISIN on the main page for any stock on ADVFN, above the price and bid/offer data).

;)

[josels] 01/7/2011 14:14

gold struggling
I have the feeling that if interest rates goes up, gold miners will tend to edge production to obtain finance. Selling the mini gold rallies

[josels] 27/6/2011 10:12

apparently the greek church has assets to pay twice the national debt
in France24 they where saying yesterday that are voices in Greece asking for the church to contribute to pay the debt
as I said the Greek have more assets to pay the debt that the UK

another reason to add to the list to by banks in near future IMHO

[josels] 04/6/2011 07:29

wolstencroft - 4 Jun'11 - 04:17 - 6894 of 6895


IMHO PIs lose money because
1) they are the worst sort of momentum followers but join too late and leave too early
2) they don't do enough fundamental research
3) they are short term traders not real investors
4) they over-invest rather than build a position over time
5) they think a good company with recent good-feel means a good investment
6) they get carried away with an investment and sell out too late after the golden days have ended
7) they under appreciate the drivers of future performance and over appreciate past performance
8) most importantly, then cannot determine inflexion points in a company's business which result in one-off changes to valuation

FWIW I'll been adding to POG since around 1000p. I think POG had advantages on 1) 2) 5) 7) 8) above but 6) is still a problem and I think many have been burned by not following 4) and succumbing to 3)

MML on the other hand I see as having weaknesses in 1) 5) and 7)

GLTA to all especially Hectorp and Volvo

[josels] 02/6/2011 21:22

GWG on the TSX venture. It's a cracking company imo. I rate the prospects more highly than LYC (or any other stock in the sector) because of the fully integrated model, higher grade and high % of Heavy REE's.

[josels] 27/5/2011 06:29

pineapple1 - 26 May'11 - 14:03 - 6714 of 6734


josel...i watch the tape a lot.Its always a good indication of accumalation or distribution.Sells outnumber buys (on advfn feed) and the price rising as many insti buy off the bid rather than the offer.If you get DMA you can too.

[josels] 23/4/2011 22:10

threat for gold and silver : Federal Reserve's rate-setting committee on Tuesday and Wednesday
--------------------------------------------------------------
Greece, short the DAX banks?

[josels] 07/4/2011 16:39

polaris - 7 Apr'11 - 13:32 - 5527 of 5529


It is clear that POG has 'suffered' due to the fact that it has spun off IRC this year with significant associated costs and is in the middle of large cap-ex spending to bring new mines to production. It is the fact that POG have such a strong operating cashflow that they are able to do this but they are being marked down because of it. It has been stated that POG probably have cap-ex of around $1.5bn over the next 3 years including IRC ($412m in 2011 including exploration cap-ex for gold side). With the production profile from the gold mining operations and a steady gold price of $1450 and costs of $600 then the operating cash flow for 2011-13 is as follows:
2011 600koz $1450Au $600costs $510M operating cashflow
2012 700koz $1450Au $600costs $595M op. cashflow
2013 750koz $1450Au $600costs $637M op. cashflow
total over 3 years is $1.74bn. these figures are using the production in the presentation of 31st March.

If cap-ex is $1.5bn cf. current cash held $225M and op. cashflow $1.74bn over next 3 years then i would say that all is covered, especially with the drive to be more transparent with the 4 Cs. There is good contingency there. I also expect cash costs to come down in the hard rock side as the headgrade comes back up a little but will leave $600 to cover appreciation due to other factors. The $380M convertable debt has conversion price of 1293 and will cause some further dilution but debt position is hardly tough.

The EPS in years 2011-13 is going to be hit as a result of the development but i take the longer view as, from 2014, you have 800koz at $600cash costs plus the IRC operations thrown in. POG has good margins that allows mine development - market will realise that soon enough.

regards,

Paul


Hectorp - 7 Apr'11 - 14:41 - 5528 of 5529


Great contribution Paul. Looks as if we could come back in one year, however, as not a great deal will appear to have transpired this year. Does look like the £20 / share may come in 2012-13 anticipating 2014.
H.

[josels] 07/4/2011 16:01

LUK2
SUK2

[josels] 30/3/2011 22:48

shorts in BBVA go down 27% in 2 months

[josels] 27/2/2011 00:04

https://www.euroclear.com/site/public/EUI/!ut/p/c5/hZBbb4JAEIV_i79gx11Z1sflIqiwy2W5yIuhqTFYBWJRIr--NulDJdXOPH45Z-YcVKD71uW12pdd1dTlEeWooFuqhbGnuxggWlqAV1QGMnDJzIY73_ziju9ogAWRK7BM4vj6P-oM5TDbxgfW-rcu9wbzqg5DCP7Ae2H5U6Hb_aewgvc0SgzOq6io5F1TPLj-cfObw5PhMNKz1GOAFQ_mSlqwTslrfxuP-GMqk439wfCmsDQX82nKHOIoOuaawoAJhaWW-hAx_eV_pqRIuM1ph-JdjTao0J_2mwBSP_3emk5V5BZTaGDDQAyBMvomWayzrNiV-eLSudrlrT5m6iOV5zprwzPfG0lILxpqT8m1tSM7cnvB-WTyBZIQQzY!/dl3/d3/L0lDU0NtbUEhL3dPb0JKaVVDQnJDSy80QzFiOFVBZy83XzY1UVNMN0gyMDBSSUQwMko2T1BPUEgzNFUwLzcxNQ!!/#7_65QSL7H200RID02J6OPOPH34U0

[josels] 26/2/2011 23:57

https://www.euroclear.com/site/PDFServlet

[josels] 20/2/2011 22:34

josels - 20 Feb'11 - 22:25 - 4136 of 4136 edit


Thanks Deegs
interesting to see that your graph and and the info given by euroclear
dont concur
do you know why?