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Thompson Creek Metals Company Inc. Message Board

dragon_legal_department 99 posts  |  Last Activity: Apr 30, 2015 4:07 PM Member since: Apr 16, 2013
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  • Reply to

    gatr

    by arnoldboils Apr 29, 2015 10:56 PM
    dragon_legal_department dragon_legal_department Apr 30, 2015 4:07 PM Flag

    The world is not fair, nor just.
    You are getting desperate as well as sad now.
    Ultra doesn't have a "gang", unlike your multiple IDs.
    Most people on here know me from here, and from other boards and even from other sites as well.
    You have nothing but straw man issues in your posts.
    You've made it clear you don't like TC as an investment, one has to wonder why you are here, poor mouthing it and giving it back-handed compliments?
    Are you really that bored with your own life?
    I bear no false witness, I merely observe.
    I am not self righteous, I welcome prayers on my behalf as well as ask them for others benefit.

    In spite of what the left wing in this country wants you to believe, having faith in god, or in a higher power than federal government is not a "hate crime" against non-believers bernie. At least, not yet.

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 30, 2015 1:02 PM Flag

    Don't make the mistake of trying to read the fed- it's a fools errand. It will make you go crazy. When they do raise rates it will hurt commodities short term, then over time things will normalize again. Over a 5 year time frame it won't much matter to the market.

    Sentiment: Strong Buy

  • Reply to

    gatr

    by arnoldboils Apr 29, 2015 10:56 PM
    dragon_legal_department dragon_legal_department Apr 30, 2015 12:59 PM Flag

    I am not wrong. Nor am I part of the "problem". There is no "problem" except in your head.
    You keep trying the same thing over and iover and over on multiple boards.
    You have been called out here, and on other boards, under this name, and under others.

    I have actually conversed via email and phone with several of the more "prolific" posters on here, so I know first hand they are not "multiple identities" as you put it. but real investors.

    I don't know what your agenda is, all I know for sure is that it has nothing to do with investing, but you are sad individual, and need a real life. I will pray for you, that you get some help, or find someone or something to care about.

    I encourage others on here to pray for him also. (But stop responding to his posts.) Sometimes,. prayer is all you can do. Sometimes, that is all that is needed though.

    Peace and GLTA

    Sentiment: Strong Buy

  • Reply to

    typical ultra fraud tactic

    by arnoldboils Apr 28, 2015 7:57 PM
    dragon_legal_department dragon_legal_department Apr 30, 2015 12:50 PM Flag

    He's just a troll gatr, not responding at all is the best way to get rid of him, you know this from GST...

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 30, 2015 12:48 PM Flag

    Hi Ultra, how have you been?

    People just need to start ignoring his (arnie/bernie etc) posts and not responding to them. It's really that simple, if everyone has the discipline to do so.

    It's fun to feed the trolls, it's just not productive at all.

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 30, 2015 12:43 PM Flag

    Try to calculate how much it would take to get even two operating mines (TC and Mt Milligan) up and producing from greenfield through permitting through build out today. Don't forget Langeloth and Berg...

    There is cash flow, and there are assets. The problem is, too many miners made bad decisions in the last few years and it is possible there is some burnout going on the sector. Also, too much uncertainty worldwide right now with ISIS, Russia, Iran, and zero leadership out of the US and the UK these days.
    Just my two cents.

    Sentiment: Strong Buy

  • Reply to

    Bernie Ellis Resume (Part 1)

    by do_lo_when Apr 30, 2015 5:10 AM
    dragon_legal_department dragon_legal_department Apr 30, 2015 12:34 PM Flag

    Thanks for digging all this stuff up do! Also appreciate the humor you throw in. But the bottom line of your posts is that he is just your basic online troll with multiple IDs and probably no life to speak of. Like far too many unemployed and under-employed other people these days. It's sad really.

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 30, 2015 12:31 PM Flag

    He has done some good things, but he pulls the trigger a little late and has had some issues that he has not yet resolved properly. So I agree, jury still out on Perron. All I can say is that his day to day execution is alot better than Kevin's was. His long term vision and planning, well we will have to see wait and on that...

    Sentiment: Strong Buy

  • Reply to

    Copper price up

    by carlrich Apr 30, 2015 8:45 AM
    dragon_legal_department dragon_legal_department Apr 30, 2015 12:28 PM Flag

    That's what I think too. It's mainly churn. Most people that want it have it, and most people that don't, have sold it already. Could even be a couple trading programs. This stock would be super easy to manipulate right now if you know what you're doing.

    Sentiment: Strong Buy

  • Reply to

    Any thoughts?

    by huntingdogboone Apr 30, 2015 12:20 PM
    dragon_legal_department dragon_legal_department Apr 30, 2015 12:25 PM Flag

    Lots and lots of information on here. This is a deleveraging play with some risk, mainly heavy exposure metals pricing, which we all have learned can be both capricious and manipulated by traders, so understand what you are getting into. Having said that, the stock seems to be at a very attractive price right now.

    Sentiment: Strong Buy

  • Reply to

    gatr

    by arnoldboils Apr 29, 2015 10:56 PM
    dragon_legal_department dragon_legal_department Apr 30, 2015 12:22 PM Flag

    Why do people still respond to bernie/aka/arnold? He is an obvious message board troll with multiple identities and has been consistently wrong about TC (and also about GST and several other stocks-thanks for that info on all those other aliases, do_lo!)

    In all posts I have looked at he does not appear to contribute new or valuable information the way ultra and gatr, tmguven, carlrich and many many others on this board do, and in fact appears to delight in putting a negative spin on things. While that is a personal preference, being a positive person I do my best to avoid negative people. One has to wonder why he hangs around all these boards posting nothing but negative spin, if he does not believe in any of these companies as investments? Even people who are bummed out about TC like foogie seems to be contribute meaningfully here.

    That is what I do, I look at the company as an investment. I'll admit I'm not smart or connected enough to time sectors or play the capricious rise and fall of stocks, but I can determine when a company is undervalued relative to it's market cap, and assuming there are no legal issues (TGB anyone?) or other headwinds facing the company I'll buy and hold it. So I don't need to post much or worry about the quarterly results as much as some of you here seem to do (relax a little bit, light). It's just my personal investing way. Plus, with all that's been going on in my life I just don't have time to sit on message boards much. (Thank all of you for your prayers and well wishes BTW- things appear to be looking up a bit and prayer is always welcome in my house!)

    Yes, I have used leverage (options) on companies to my benefit, & also on TC,as most of you know, to my fiscal detriment, but those were personal decisions
    I made with my eyes open, I have no one to thank or blame for those decisions but myself. That's what happens when you have a good streak and start to think you are smarter than the market lol!

    Peace & GLTA

    Dragon

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 10, 2015 1:14 PM Flag

    Look for this article too...These will be the world's 20 largest economies in 2030...
    While not relevant for the next year or two, the graph associated with this article will show you just how much copper (and moly) demand should rise over the next 15 years.
    Consumer economy transition or not, consumers need LOTS of copper and moly as they move into homes, start families and buy more things.
    For long term TC holders, this is a very positive article.
    I hope they are right about India. At some point they have to be, India cannot stay the ghetto of the world forever with the amount of educated talent that country is producing every year.
    At some point they will get their act together.

    Sentiment: Strong Buy

  • Reply to

    The Worm Has Turn

    by do_lo_when Apr 6, 2015 10:25 AM
    dragon_legal_department dragon_legal_department Apr 7, 2015 8:13 AM Flag

    No one, DB, no one has gotten the timing right on this stock in years. No one. Don't think they're going to start now...

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 7, 2015 8:10 AM Flag

    1024k mt shortfall....so are you saying they are off by 1024k mt's and the market will be at a deficit of at least 631k mt (1024k - 393k mt) or that the market will be at a deficit of 1024k mt?
    (Assuming they don't raise thier 1% growth target, that is.)

    Anyway that some of this could be made up? Over production at some mines, stockpiled concentrate processed, additional scrap metal brought to market, someone releases processed stocks, or a fairy godmother perhaps?

    It sure would be nice to see a healthy price average (say $3.50 lb???) in the second half of 2015.....

    Don't think TC can earn enough to pay all the GSO's off in December, but it sure would be nice to see them gone before the annual meeting in 2016, wouldn't it?

    Sentiment: Strong Buy

  • Reply to

    OT - Good Reads

    by twelve12pm Apr 3, 2015 12:23 PM
    dragon_legal_department dragon_legal_department Apr 3, 2015 4:30 PM Flag

    Thanks for the reviews.

    Quote by Dragon.
    "Life is full of "Black Swans" and unfortunately there are not enough shotgun shells to go around...."

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 3, 2015 12:26 PM Flag

    Our first and deadliest mistake is believing we can trust the Iranian theocratic regime in any way, shape or form.

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 3, 2015 12:22 PM Flag

    No surprise here. Countries are getting tired of putting up with the Untied State's #$%$ and arrogance, well at least until they need military support from us....
    And BHO has reinforced the perception of the U.S. as an impotent and has been world power.

    Sentiment: Strong Buy

  • Reply to

    VIR presentation

    by straightdope13 Apr 1, 2015 11:58 AM
    dragon_legal_department dragon_legal_department Apr 3, 2015 12:19 PM Flag

    Honestly the questions were much better and the answers were much more direct than what we normally hear on the shareholder meetings.

    He did dance around the debt issue regarding what they were going to specifically do, and that's no surprise. Whatever they do, whenever they do it, they will not telegraph their plans. In many instances that could be counter productive.

    Thought is was interesting that Tumazos brought up the BK question. That perception, or fear could be one thing depressing the PPS currently. If so then that issue won't be resolved or put to bed until the debt is refinanced into less onerous terms.

    Sentiment: Strong Buy

  • Reply to

    VIR presentation

    by straightdope13 Apr 1, 2015 11:58 AM
    dragon_legal_department dragon_legal_department Apr 3, 2015 12:15 PM Flag

    Comments I picked up from Perron:

    We want to "make sure Langeloth will generate enough revenue in the coming years to offset out C&M at our moly mines" (Plus slow stripping costs? He didn't say, or at least I did not hear that....).

    "Very difficult to believe there is good transparency out of China" (Regarding metals stockpiles and production, plus I would add, demand...)

    Perron expects moly demand to be weak in 2015, does not expect price relief in near future. This is not unexpected, we all know demand has to pick up, and economies must get on track for this to happen, and so far that is not happening anywhere in the world right now.

    "We have 24 years of mine life currently and we expect to find more ore to mine at Mt Milligan in the future"
    (No surprise here if you've been following what Ultra has been saying for some time, but to my knowledge this is the FIRST time this has been stated, or admitted publicly by TC.)

    The secured ones (bonds) are the ones that (whose covenants) limit our ability to do things"
    "I don't think there will be one silver bullet that will fix everything (referring to debt) it will probably be a mix of a number of things (repurchase, bonds, bank debt, equity).

    Regarding restarting moly mines - "When we see $12 we're going to start to think about it..we need to be confident the price will remain at that level for some time...as time goes by it will be more difficult to restart mines (because of personnel issues-mines are in remote areas-people may leave) but "we are keeping the infrastructure & equipment in good shape..Right now if we were to restart we are confident we could do so in 3 months, but 5 years from now it may take us a year to get to that point"

    Tumazos "Your stock price is interesting...the market does not respect Thompson Creek"
    Perron "The significance of the debt on the balance sheet is raising some questions...we don't think there is anything we could have done significantly better over the last 18-20 months...

    Sentiment: Strong Buy

  • dragon_legal_department dragon_legal_department Apr 3, 2015 10:51 AM Flag

    Well, lots of interesting "data" here. I'll have to look into this more. I've read the total volume of ice in the Arctic, Greenland, and Antarctica has been decreasing.
    I've read the earth is in an overall warming trend.
    I've read that many south sea islands and atolls are disappearing due to higher water levels.
    I've also read articles that contradict all the above.
    Don't think it's all BS, but obviously there are multiple political agendas and it will take some time and work to sift the wheat from the chaff.
    Time I don't have right now.
    So being as there probably few coastal mines that might be impacted anyway, I'll just let this global warming conversation die, as interesting a topic as it seems to be. I'll have to revisit it and do more research when time permits.

    Sentiment: Strong Buy

TC
1.36-0.02(-1.45%)May 5 4:02 PMEDT