320 replies to this topic

[brendonfiddes]

Relative Valuation has added Pinnacle to the website - http://www.relativev....co.za/pnc.html

[Newbie-Wan Kenobi]

Any thoughts on TOR? I like it, but seems expensive, but maybe buying in via CNL would be better option?

[ThatBlackGuy]

Thanks guys. Just wanted to know whether it was worth having a real look.

 

Clearly it is.

[Queen B]

Read this.
 
http://www.moneyweb....e-future-titans

Yeah- I bought some in December. Exciting prospects

[orca]

Anyone taken a look at Interwaste (IWE) before?

Read this.

 

http://www.moneyweb....e-future-titans

[ThatBlackGuy]

Anyone taken a look at Interwaste (IWE) before?

[Bert.L]

 Perreby,

all good mate, markets hard to call these days- one day all tumbles on Fed tapering fears(as if it could continue for ever) and the next you know its going up when announced. So although I'm bullish on gold, I'm quite humble in my calls as you could get it wrong so easily.

 

MSM

not exactly a smallcap, but reckon theres value now at a  circa 3 yr double bottom. Developed my own chart contraption on excel with a few simple but unique indicators- at the top I've got a  line chart displaying the daily %gain/ losses on a 5 and 15 day moving average  cris-crossing a zero centre line. Found that when extreme lows gets hit on these ma's- then it signals buy opps. At the bottom, the same on volume- a 5 and 15 day moving average indicating increased volumes at price bottoms when these volume ma's cross through. Could be wrong, but bought a few on that for a possible 10 percenter.

 

Never posted charts on here before- so not sure how it works and if it'll be showing.

Attached Files

•  msm.png   631.46KB   22 downloads

[Sugafoot]

Finbond has come down nicely from its high of 350c some 5 weeks ago.

What would a good entry point be?

[Trendspotter]

Defnitely, was down 9.8% , now up 0.6%.  RBA looks very interesting lately

[Shi]

Bit of weakness for CGR - buying opportunity me thinks

[Perreby]

What about Platinum producers? 

 

I'm considering a small cap like Jubilee (JBL).... 

 

They sitting with the same issues as gold producers..

 

Labour, water, electricity, environmental rehab etc. (So profit margins will be under pressure). Rather buy the actual commodity that is not impacted by cost related issues like the company that mines for these metals.

 

Demand for platinum is thinning. Cars are becoming more fuel efficient (turbo's and superchargers) so less emissions so less platinum needed in catalytic converters. Further to this platinum are being used less and less in catalytic converters so the demand for platinum is not as strong as it used to be

 

Well my views on it

[OreoRaider]

What about Platinum producers? 

 

I'm considering a small cap like Jubilee (JBL).... 

[Perreby]

"The mines are getting deeper,
resources more depleted,
costs constantly escalating.."
----
The exact reason why I'm buying 
every ounce of gold I can at these lows. The scarcer it gets- the harder to produce- the higher the value. 
Gold spot and gold stocks will be at multiples of current levels within 2014/115. Could be much sooner.

There is a difference between bullion itself and gold companies that mine for it

My comments refer to the companies. Why buy into them when they have all the costs to carry when you can just buy the actual commodity.

Hence my comment said I will never buy a gold share. I did not discount buying the actual commodity.

[Zero Hedge]

Last year this time most investment banks were bullish gold...today you can't find a positive comment from any of them...even Paulson capitulating...very few bulls left other than Biccard and even he must be close to throwing in the towel.I agree with Bert...the time is nigh. Patience is bitter but the fruits will be sweet. The bullion banks who have played gold from short side till now will switch sides and make the most profit from the surge in the shortest period of time. Sit tight and be right...

[Bert.L]

"The mines are getting deeper,

resources more depleted,

costs constantly escalating.."

----

The exact reason why I'm buying 

every ounce of gold I can at these lows. The scarcer it gets- the harder to produce- the higher the value. 

Gold spot and gold stocks will be at multiples of current levels within 2014/115. Could be much sooner.

[Ninja]

You probably right... Why buy harmony at R26 when you can buy naspers for R1010. Better chance of naspers reaching R1500 before harmony reaches R39 you think?

[Perreby]

Gold mining is a dying sector.

 

Will never invest money in any gold share.

 

The mines are getting deeper, resources more depleted, costs constantly escalating.. Think water, electricity, labour, enviromental rehabilitation.

 

Why throw hard in cash into a depressing sector like that?

[Ninja]

Beating that gold stocks took is unbelievable HAR down from 2011 peak of around $15.5 to $2.5... Can't find a gold bull anywhere u look. Most analysts seems negative and roffey is silent. Maybe that's a sign in itsself... Neh

[HendrikB]

Pan-Af

As gold continues to take a beating fit for a slave, I am watching Pan-Af price come down (today it's at 209c).
I bought the company at 180c some 18months ago for my LTP. It was a very small holding (about 4%)
I believe they are probably the miner with the lowest cost in SA. And management is considered astute.

Does one continue to hold?
And possibly add to that position?
Or will gold still be at end of a losing stick at least for another 18months?

*should have called myself new born ;-)*

 

Depends on your investment horizon.  Gold is getting crushed at the moment but you would think it'll stage a comeback at some point.  

[Sugafoot]

Pan-Af

As gold continues to take a beating fit for a slave, I am watching Pan-Af price come down (today it's at 209c).
I bought the company at 180c some 18months ago for my LTP. It was a very small holding (about 4%)
I believe they are probably the miner with the lowest cost in SA. And management is considered astute.

Does one continue to hold?
And possibly add to that position?
Or will gold still be at end of a losing stick at least for another 18months?

*should have called myself new born ;-)*