Showing posts with label keith neumeyer. Show all posts
Showing posts with label keith neumeyer. Show all posts

Friday, November 4, 2016

edelmetallmesse 2016

next edelmetallmesse (precious metals fair) aka gold + silver show took place in munich again :-)

well, there were many interesting presentations about the financial and geopolitical situation in the the world as gold investments (silver investments ditto) have much to do with difficult times like the ours: shaky peace + dwindling freedom + undemocratic acting governments in the society we live in => many speakers told we should protest in the streets (as i already do every monday), so let's CRASH the SYSTEM; my dears or at least let's protect ourselves against the growing NWO ...
of course, there were also few chart analysis & pure price prediction presentations which i didn't visit at all.
erich hambach ~ let's inform the ignorant mainstream people about the presumable problems in our society 
  matthias weik & marc friedrich
 thomas bachheimer
 thomas bachheimer
 thorsten schulte (silberjunge)
david morgan ~ the curve of mania
max otte ~ suggestion for current investment strategy
folker hellmeyer, bremer landesbank ~ a brilliant public speaker and smart pro-european (political) economist
the conference room in the public transport museum (MVG museum, münchen)
electric cars need a lot of copper, you know? tesla showed by gianni kovacevic's copper bank 

i've got a nice dividend from my dear endeavour silver miners, a silver coin similar to this one:
source: here (2010)

the very good presentations i've attended at day #1. of course, i have left bad / boring presentations immediately :-)
  • erich hambach
  • volker schnabel (mack & weise vermögensverwaltung)
  • matthias weik & marc friedrich
  • dietmar siebholz started with some problems in germany, but later he just promoted gianni kovacevic's copper bank
  • thomas bachheimer
  • thorsten schulte (silberjunge)
day #2:
  • claus vogt, krisensicher investieren
  • david morgan, the morgan report
  • peter denk (only 20 minutes)
  • prof. max otte
  • bill holter
  • excellon resources inc. ~ silver producer ~ one of the oldest positions in my commodity oriented portfolio
  • folker hellmeyer, bremer landesbank ~ a brilliant public speaker and smart pro-european (political) economist

well, i've increased my commodity stocks positions as well and i'm going to buy bought few more on monday mostly at market opening in USA/CANADA in a sharp declining commodity market. gold + silver were down a lot and USD was up in the european markets => thus many of my limit orders were filled at a lower level then specified by me on sunday ~ 1 EUR = 1.477 CAD; 1 EUR = 1.103 USD => good luck, my sweet portfolio warriors :-):
  • excellon resources @CAD 1.94 => they are going to double production and to cut in half the costs in Q1/2017
  • vista gold @ USD 1.05 => i just had few USD from dividends left in my CAD based account, so i've slightly increased one of my few USD positions
  • first mining finance @ CAD 0.79 => keith neumeyer, the CEO of my single biggest stock position first majestic silver, started the company to take advantage of crashed prices for exploration properties and wants to wait to sell them later as the markets improve. let's wait with him ;o)
  • first majestic silver @ CAD 10.76 ~ my single biggest position ~ existing position increased
  • bhp billiton (ADRs @ USD 35.11 ~ existing position increased
  • endeavour silver @ CAD 6.27 ~ existing position increased
  • great panther silver @ CAD 1.80 ~ existing position increased
  • international tower hill mines @ CAD 0.99 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • spanish mountain gold @ CAD 0.14 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • nickel one @ CAD 0.075 ~ new position opened because of talks with CEO at the fair
  • pretium resources @ CAD 12.99 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • orex minerals @ CAD 0.465 ~ existing position increased
  • south32 @ USD 9.61~ existing position increased ~ south32 is a subsidiary of bhp billiton for the southern hemisphere
  • victoria gold @ CAD 0.6 ~ existing position increased
  • exeter resource @CAD 1.55 ~ new position opened because of comparison of peer group seen in first mining finance presentation slides
  • 92 resources ~ lithium in Northwest Territories, canada ~ existing position increased
  • zimtu capital @ CAD 0.19 ~ existing position increased
more pictures / slides here

link to last year's event: edelmetallmesse 2015
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Friday, November 2, 2012

munich gold show

the next munich gold show is ante portas, my dears => go gold bugs go and let's crash the fraudulent fiat money system now :-)
golden buddha as a symbol for my faith that the most of my gold / silver / energy / commodities investments will turn out well? well, this buddha is probably not really made of gold, but the future of (most of) my investment decisions really is, you know? hell, i'll maybe look for the golden buddha in my thailand pictures at the weekend, but if not successful i don't think i would look for + digitalize + upload pictures we have made 20 years ago during our 1st visit to thailand ;o)

official information about the edelmetallmesse-event like place, time, speakers, exhibitors and the like is HEREof course, i will be the full 2 days (friday / saturday) there and post some insights, pictures as the time passes by :-). see you there?

what about a quote? gold mine is a hole in the ground with a liar at the top ~ mark twain
why did i tell you this? well, mining success is often about people, you know? so let's show you the management of few of my most important portfolio companies
in the middle keith neumeyer; CEO first majestic silver, my number 1 position by current market value thanks to the stellar company & share price development, acquired in many 'shots' between july 2007 and september 2012. the other 2 guys are richard mayr from argentuminvest + myself, of course
peter hawley, CEO scorpio mining + CEO scorpio gold. well, scorpio mining is my second biggest position right now and the biggest in terms of initial money invested. they have had huuuuge problems as the share price dropped from above CAD 2 below 0.5 this summer and then the founder + former CEO peter took over the company leadership again, the share price today? CAD 1.15 ... well, better than nothing :-)
on the right david hodge, CEO of the zimtu group (zimtu capital corp + commerce resources + western potash + equitas resources + strike graphite + ...)

there have been many many interesting presentations, the one i liked most was the by the famous trend forecaster gerald celente, but i also really liked philipp vorndran, uwe bergold, ralf borgsmüller, rolf nef  and max otte
gerald celente (as i could remember his words, later i will probably upload also 1-3 short videos at youtube, as for now i hope the organisers will upload all speeches to internet themselves): capitalism is dead. we have no capitalism anymore. in capitalism, there would be no bailout of banks like in 2008. we have a merger of state and corporate power, that's the definition of fascism. with our actions today we shape the future/trends of tomorrow ... thus do your best, my dears ... and yes, we can change the future and yes, our impact matters ... thanks gerald for these words, the most people do believe they are too small & to meaningless in order to change anything :-)

of, course i'm not superstitious at all, but as every year i have bought a silver coin with the chinese zodiac sign for the next year in order to bring me some luck at the markets and also few other coins, why not? anyway, welcome 2013, the year of the snake
australian + armenian + somalian silver investment coins

damn, let's show you also the prettiest side of the gold show: hostesses, lotteries, souvenirs and the like. can you imagine that there are folks out there who measure a state of a particular market (segment) by the so called hostess factor? easy, the more hostesses and the more naked they are at a related fair, the more preceded is that market. believe me, there is no bubble in gold, silver and mining stocks yet :-)
tombola at the sigorex newsletter writers group

well, i've also increased my stakes in following companies in november:

btw, my coverage of the last year's event is here :-)
eof