dark clouds in the resource sky ~ entering the maximilian street, the place 2 be 2day
anyway, what did i like most? prolly the market analysis by chris berry, and yes, the opportunity 2 speak 2 fellow investors and 2 representatives of few of my portfolio's companies ...
btw, there were 6 companies presenting 2day:
- zimtu capital ~ here and there, very talented guys who were able 2 recognire trends like precious metals + potash + rare earths + graphite ahead the curve and on top even able to create or invest in such companies at insider /pre-IPO terms ...
- tembo gold ~ tanzania
- majestic gold ~ china
- western potash ~ canada
- great panther silver ~ mexico, i didnt wait for their presentation ... but bought few more shares ;-)
- gran colombia gold ~ colombia
graphit, gold, potash, china, growth, demographics, TIMBI (turkey, india, mexico, brasil, indonesia), ...
btw, thats why my gold/silver/commodity based portfolio is soooooooo low, the mining stocks are (relatively 2 metal prices) almost cheaper than in crashy 2008, just look at the gold-xau-ratio in this chart. dont ask abt the current level, cos stocks went much deeper 2day again, thus the ratio higher, means even more losses 4 my portfolio, as ive mentioned above ;-(
any conclusion, my dears? yep, gonna sell (part of) my silver bullion and buy gold/silver stocks, which already produce significant cash-flow and thus not gonna need any financing, share dilution or the like :-)
anything else? yep, gonna post few pictures later, promised ;) ... here we go, enjoy the first 5 pictures from cm-equity (source: http://www.ressourcenkonferenz.de/) and also mine own pics:
btw, thats why my gold/silver/commodity based portfolio is soooooooo low, the mining stocks are (relatively 2 metal prices) almost cheaper than in crashy 2008, just look at the gold-xau-ratio in this chart. dont ask abt the current level, cos stocks went much deeper 2day again, thus the ratio higher, means even more losses 4 my portfolio, as ive mentioned above ;-(
source: facebook
any conclusion, my dears? yep, gonna sell (part of) my silver bullion and buy gold/silver stocks, which already produce significant cash-flow and thus not gonna need any financing, share dilution or the like :-)
anything else? yep, gonna post few pictures later, promised ;) ... here we go, enjoy the first 5 pictures from cm-equity (source: http://www.ressourcenkonferenz.de/) and also mine own pics:
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#3 chris berry
#4 great panther silver
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#8 lets walk a little bit outside and move to my office job later :-)
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