Other (Non-Mining) Stocks

Wow, the US Dollar is going to the basement - down 66 cents today to 92.19, well below the 93.00 threshold a pundit was recently talking about and was saying that a breach of that threshold would open the door to 80.00. Quinton Hennigh himself made the comment that we might not WANT to live in a world where gold is valued at 3,000.00 or 5,000.00. Probably a good point - if the price of gold simply would stay at about 2,000.00 we make money over the short and long run anyway, as profit margins will be nice either way.

You may want to watch this whole thing if you haven’t already seen it Bubba, but as it pertains to your comment above, start at 22:30 and listen at least until you get to 26.25.

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Thanks Rich as always - will view later today (probably tonight) when have the opportunity, flipping hamburgers and the grill is full!

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Excellent! The entire interview is well worth listening to.
This is an incredibly insightful interview on the global currency crisis. Sinclair explains the transition occurring right now in global currencies as a new monetary system is formed and the role of gold. Derivatives and debt cannot be rebalanced without this worldwide reset. My understanding is that the IMF’s basket of reserve currencies (SDRs), will be the 1st manifestation that is concretely visible. This is due to rebalance October 1 of next year. The allocation is largely determined by the “officially declared” amount of gold reserves held by the 5 countries comprising the basket of currencies used in the settlement of international trade. (The current basket is comprised of: US Dollar 41.73%, Euro 30.93%, Chinese renminbi 10.92% Japanese yen 8.33% and Pound sterling 8.09%). This interview with Jim Sinclair puts some context as to why parts of the markets behave irrationally (algorithms) and what happens when bubbles and currencies collapse. The current “reset” has already begun and is just the 1st of at least two eventual tumultuous waves over the next decade. The 1st wave is predicted to last until 2025 and the 2nd to 2032. The consequences are long lasting.

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Di-yam - Gold Price (low end) 50,000.00? More likely 87,500.00?

According to his mathematical formula, which he says he has used to anticipate the future gold price:

US Debt
(US Assets) (see federal reserve balance sheet)
=Total Value of Gold
/ Total ounces owned by the United States
= Price per Ounce

Therefore:

26,655,576,000,000 Debt
(6,990,636,000,000) Federal Reserve Balance Sheet Assets
= Approx $20 Trillion
/ 261,498,926 Ounces Held by Federal Reserve (Assume Correct)
76,482.00 per Ounce

Just about what the guy said (per above).

Scary.

But, I don’t care WHO walks in with the Hope Diamond around her neck - even if Melania Trump walks in wearing a smock, I’d still be looking at her.

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Thanks Trader Rich For posting Jim Sinclairs Video…
I have always liked his commons mans way of explaining complicated issues.
His comparison on how the markets will react to the monetary reset coming over the horizon soon to, Melania Trump and Ruth Buzzy from S.N.L. at the formal ball, was priceless.
I’ve sent this video to all that don’t have a clue beyond “Hay I got my stimulus money” so I went out and put a down payment on another toy"…
Some still and warm and fuzzy to China did nothing wrong !
“just Look” how they are helping everyone… ( Dah people! more goods out- more money in to buy gold)…
I am reposting a post I did a while back. It kinds of goes some what along with what Jim Sinclair talked about.
*** May 1

 ....   global-health-effects-on-markets-and-mining-stock    .....

     **“In the midst of chaos, there is also opportunity.” –  **Sun Tzu**

Who ever, among the large nations, comes out of this virus problem the fastest,
will be top dog.
If they hold little debt, are flush with gold, and hold others debt, will help …
…Or hold the patent on this virus (which is patented). you might hold the vaccination to it. $$

May you stay healthy, and wise.
C.S.

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Did anyone catch that Kodak Train? Stock had a low of $1.50 on 3/23 and took off and hit a SP of 60.00 on 7/29. Now it’s trading at $6.75 ouch!

https://www.washingtonpost.com/news/style/wp/2018/04/02/get-to-know-sinclair-broadcast-group-the-conservative-local-news-giant-with-a-growing-reach/

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Stock Tip ; BABYF??.

Did anyone take a position in Palantir Technologies Inc. after it IPO’d? (I have a small position here.)

Offering software — and, crucially, teams of engineers that customize the software — Palantir helps organizations make sense of vast amounts of data. It helps gather information from various sources like internet traffic and cellphone records and analyzes that information. It puts those disparate pieces together into something that makes sense to its users, like a visual display.
NYT

This is a very interesting stock. Perhaps I should have posted it on the Global Health Effects on Markets and Mining Stock back in October when I took a starter position, and never caught a retrace to add to the position. I post it here because it is not a mining stock. It caught my eye in a WSJ article that stated, " Data-mining company Palantir Technologies Inc. is helping the federal government set up a system that will track the manufacture, distribution and administration of Covid-19 vaccines, state and local health officials briefed on the effort said."

Palantir Technologies is a public American software company that specializes in big data analytics. Headquartered in Denver, Colorado, it was founded by Peter Thiel, Nathan Gettings, Joe Lonsdale, Stephen Cohen, and Alex Karp in 2003.
-Wikipedia

Biden Talk … {Go, Go, Green}. has stirred up some interest in a few Graphene, and Lithium stocks…
FCSMF GBBGF GPHBF and . AMLM. BATT LIT
Some are wild cards…
Good hunting… Cs

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The latest cyber infringement fiasco with Solar Winds SWI has had, company IT (Information technology) security people, looking for better locks to put on the cookie cabinets. MM$ jumped on the wave up, on IT security stocks.
They’ve now have gone elsewhere. But it will still be a growing sector.
The three little bears have not gone away for good.
FEYE. CRWD. SCWX and maybe Solarwinds itself. SWI.

ZEN Graphene Solutions Develops Novel Graphene-Based Potential Treatment for Bacterial and Viral Infections in Humans

December 22, 2020

Guelph, ON

ZEN Graphene Solutions Ltd. (“ ZEN ” or the “ Company ”) (TSXV:ZEN and OTC:ZENYF) is pleased to announce that it has developed a potential graphene-based antibiotic, antiviral and antifungal compound. Recently received testing results from the University Health Network/Mount Sinai Hospital Department of Microbiology in Toronto indicate that this patent pending formulation could be a medical breakthrough in the treatment of numerous human-contracted pathogens including, upper and lower respiratory tract infections – where COVID-19 is a major contributor – as well as drug resistant organisms. Testing was conducted by Dr. Tony Mazzulli, MD, FRCPC, FACP, Microbiologist-in-Chief & Infectious Disease Specialist at Mount Sinai Hospital. Dr. Mazzulli is also a Professor at the Departments of Laboratory Medicine & Pathobiology and Medicine at the University of Toronto…
The Rest Of The Story …ZEN Graphene Solutions Develops Novel Graphene-Based Potential Treatment for Bacterial and Viral Infections in Humans | Zentek Ltd.

CS,
Interesting enough to take a look at, although not familiar with any graphene other than GPHBF, which I’ve had a position in since 2017. Still a little in the red on that one. Chart on FCSMF looks like a better play at this point than GBBGF, although I’m not familiar with either company. Regarding the Lithium plays, AMLM does look like it’s may be in play, but I prefer ALB, LAC, RRSSF and NTTHF in this space. The AMEX lithium ETF (BATT) and NYSE lithium ETF are both looking solid:

These appear to be worthwhile trading vehicles riding the upward trend in lithium mining stocks. Regarding the ZEN graphene, it has already left the station! Not easy to catch it unless it retraces. Reminds me of the chart on ESK.V (Eskay Mining Corp.), a gold and silver play I missed hitching a ride with.
Thanks for bringing attention to these other sectors, including CYBER. All are trending strongly upwards.
EZ

Thanks Easy M.
For a few more Companies to look into. A man can’t watch all the mouse holes at once. I did get to the station in time to hitch a ride on ZENYF ü
but jumped off too soon I see. I didn’t want to get piggy.
I’m waiting to get back on, but only after the next couple weeks shake out.
To much off balancing in the news right now to make a commitment.
With “both” precious metal prices and stocks at such highs something has to slip. I would rather not be on slippery rocks just now.
Take Care … 4usall … Good Hunting. Cs

Just a disclosure and follow-up from my previous post. I sold 25% of my LAC at very near the high of day this morning. Had to take profits somewhere, and 300%+ on a long position isn’t terrible. I may miss it, but looking to buy back LAC if it retraces appreciably. I don’t have a position (yet) in AMLM, but it had a 32% gain today. ZEN appears to be consolidating a bit after gapping up a couple weeks ago. I’ll mention it again, investing is a longterm game for me. I’m not against taking significant short term gains, but I much prefer taking gains on a stock I’ve held a year or more, and then replacing shares if it retraces from where I took a long term profit. It’s good to lock in some profits along the way rather than trying for a home run on everything.

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Congrats on continued success Easy!

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Well, I sold off more LAC this morning at 27.85, $1 less than the high, but managed to buy some replacement shares back on Jan 11 @17.75. The shares sold were all “long” so capital gains should be taxed at 15%. It is advantageous for me to have long shares ready in reserve of market upswings to capture profits at the lowest possible tax rate.

Altius Announces Filing of Preliminary Prospectus for Altius Renewable Royalties Corp

Altius Minerals Corporation (ALS:TSX) (ATUSF: OTCQX) (“ Altius ” or the “ Corporation ”).
Mr. Brian Dalton reports: Altius established ARR to provide royalty based financing to renewable power developers, originators and operating projects. ARR has financing relationships with certain top-tier developers providing it with exposure to a robust development pipeline of U.S.-based wind and solar projects. These development stage investments made by the ARR are not restricted to any specific project but rather fund a developer’s project portfolio, including projects that are added to the portfolio after the investment agreement with the ARR was entered into, positioning the developer to be able to ultimately bring more projects to market. ARR will receive royalties as these projects are sold on to end sponsors and operators…

Brian Dalton, Chief Executive Officer of ARR and Altius Minerals Corp. stated, "This IPO follows four years of exciting collaboration and innovation with New Hampshire, USA based Great Bay Renewables LLC (“GBR”). GBR is the operating subsidiary of ARR and it was recently made the subject of a joint venture that is expected to lead to certain funds managed by Apollo Global Management, Inc. (“the Apollo Funds”) earning in to become a 50% shareholder. Following the expected earn-in, each of ARR and the Apollo Funds will be entitled to equally co-fund additional investment opportunities that are developed by the GBR management team - which consists of a highly experienced group of renewable energy industry professionals led by Frank Getman and including Ray Faust, Josh Levine and Bill Rodgers.”

He then added, “The purpose of the IPO is to enable ARR to more directly access capital in order to fund its participation in new investments that are developed by GBR following completion of the Apollo Funds’ earn-in. There is no secondary sale component contemplated as part of the IPO. Post-closing, Altius Minerals expects to remain as the major shareholder of ARR and to continue to participate in and benefit from its long-term growth potential.”
[www.altiusminerals.com]

I haven’t mentioned Altius before, although I have a small starter position. This new prospectus is being shaped as a subsidiary Royalty company. May be worth keeping an eye open for when the IPO starts trading.

No longer in the red. :smile:

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A little off the mining talk.
So I talked with some fellows today sent out to update a fenced in storage lot we oversee. I asked? how business was going? His reply;
IT’S GOING “Gang busters"the last couple months after the city riots.
He also mentioned this is what they are seeing and hearing across the board.
Quote” “We cover many states” .
I thought this was a Interesting sector to look into.