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Yamana Gold, Inc. Message Board

goldmanpillageandsack 211 posts  |  Last Activity: Sep 12, 2014 4:36 AM Member since: Apr 27, 2010
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  • goldmanpillageandsack goldmanpillageandsack Sep 5, 2014 9:45 PM Flag

    The stability of Argentina is at or near its nadir. Investors in Argentina need to keep in mind that Kirchner and her weak and disorganized government is hitting its term limits and she will be ousted in 2015's elections. My ears on the ground in Argentina state that "there will be a more moderate and pro development government elected in the next elections". This is one of the primary reasons that I have a two year timeline on my investment in Yamana.

    Sentiment: Strong Buy

  • goldmanpillageandsack goldmanpillageandsack Sep 5, 2014 9:39 PM Flag

    Marrone has discussed this before and stated in the Q2 conference call that if the royalty claims were enforced that Odyssey would not be developed. End of story… Abitibi would then be sitting on a worthless asset. My guess is that they will settle for a lesser royalty or not develop the Odyssey property at all. Both Yamana and Agnico will have one hell of a suit against Osisko if this was not disclosed and egg on their face if it was and they ignored it!

    Goldcorp is definitely getting it's pound of flesh for Yamana's slamming the door of the Agua Rica mine. You can bet that Goldcorp will be funding local resistance to the mining district.

    Stay tuned as this sorts itself out...

    Sentiment: Strong Buy

  • goldmanpillageandsack by goldmanpillageandsack Sep 5, 2014 2:49 PM Flag

    George Soros (who has been adding to his Yamana holdings) has been very active in picking up Argentine assets on the cheap. Despite the second "default" in 12 years, Soros sees great potential in Argentine assets.

    In addition to Yamana, he has been buying YPF because of the massive shale oil deposits that exist in the Vaca Mureta and Agreo shale formations in the Neuquen basin. These two combine form the 2nd largest shale gas deposit and the 4th largest shale oil deposits in the world (802 trillion ft gas and 27 billion barrels of recoverable gas and oil.)

    For Yamana, this will result in cheaper energy costs going forward and that translates into lower mining costs.

    It also means that there will be increased overall economic activity and shared transportation corridors.

    Most importantly, it means that the stability of Argentina will increase and the risk premium that is in Yamana's price will decrease.

    I see two new mines opening in Argentina within the next 3-5 years. Cerro Morro in 3 and Agua Rica n five.

    Agua Rica being the game changer!

    Sentiment: Strong Buy

  • Reply to

    The Dreaded Subject no one mentions...volume.

    by cthekingdom Sep 3, 2014 6:15 PM
    goldmanpillageandsack goldmanpillageandsack Sep 5, 2014 2:15 PM Flag

    Yamana is my first choice and because of it's extraordinary position because of Agua Rica and to a lesser degree Cerro Morro, I think the valuation is ridiculously low given the possibility of a buyout. Of the two you mention, GG would be my choice. It offers a better dividend at 2.2% and is a low cost producer. GG actually increased revenue last quarter in an extremely tough pricing environment.

    NEM is paying a paltry 0.4% and is carrying a woeful debt load. The price action of the stock was better than both Yamana and GG in the last six months, so the resolution of the Indonesian tax issue could help them turn their financials around.

    As an aside: GG is a very aggressive company and certainly cost Yamana a bundle with their hostile bid for Osisko. Yamana had booted them out of Agua Rica, so I suppose that that is fair play in the ultra competitive market.

    Sentiment: Strong Buy

  • goldmanpillageandsack goldmanpillageandsack Sep 4, 2014 2:59 AM Flag

    Glassnost. Does Weiss own any Yamana? Let us know if you see anything. Thx

    Sentiment: Strong Buy

  • goldmanpillageandsack goldmanpillageandsack Sep 4, 2014 2:20 AM Flag

    I doubt it - Imagine the type of women that are attracted to a company that crushes rocks and dumps acid on them. Not exactly smoking hot pole dancers that would work for a fashion conscious jewelry company.

    Or is Yamana going to open a direct to consumer gold jewelry brand? I'm chuckling over these appointments to the board. The possibilities for humor are endless!

    Sentiment: Strong Buy

  • Reply to

    The Dreaded Subject no one mentions...volume.

    by cthekingdom Sep 3, 2014 6:15 PM
    goldmanpillageandsack goldmanpillageandsack Sep 4, 2014 2:09 AM Flag

    Central Banks are not "People", they are political organizations with nearly unlimited power to print paper dollars and buy or sell real assets with them. As such, they can buy great influence through their ownership of companies they like or mercilessly short the companies or industries they wish to suppress. Like it or not, Yamana shareholders are holding a suppressed company that sells a commodity that challenges the Central Banks power base. As such Yamana shareholders are in a waiting pattern and collecting the dividend as we wait for the market to properly value the company. At these prices, Yamana is a steal!

    Sentiment: Strong Buy

  • Reply to

    Stock technicals in danger -- look out below

    by iowaguy7251 Sep 4, 2014 1:37 AM
    goldmanpillageandsack goldmanpillageandsack Sep 4, 2014 1:55 AM Flag

    I agree. The past two days have made little sense and todays volume was high on selling. Not exactly what we want to see. We do know that markets are manipulated by the central banking system which operates above the law for the benefit of the banks themselves. Take LIBOR for instance,years of rigging and billions of profits with only millions in fines and no prosecutions…

    Since the US stock market is riding on a bubble of Fed provided liquidity and the buying of stock indexes en masse by the banks, investors have piled into the favored and sold the rest. Buying Yamana is like buying a straw hat in January. Discounted and downright cheap.

    Sentiment: Strong Buy

  • Reply to

    Time for a Rallly?

    by stoll62 Sep 2, 2014 10:32 AM
    goldmanpillageandsack goldmanpillageandsack Sep 3, 2014 12:16 AM Flag

    Reasonable thoughts in an irrational world.

    Sentiment: Strong Buy

  • Reply to

    Tax inversion?

    by goldmanpillageandsack Aug 29, 2014 11:19 AM
    goldmanpillageandsack goldmanpillageandsack Sep 2, 2014 11:59 PM Flag

    Wouldn't surprise me one bit!

    Sentiment: Strong Buy

  • Reply to

    Classic Load Up Opportunity

    by bollingr_band Sep 2, 2014 10:18 AM
    goldmanpillageandsack goldmanpillageandsack Sep 2, 2014 11:56 PM Flag

    Considering the smack down that gold took today, we did not do too badly!

    Sentiment: Strong Buy

  • Reply to

    Fast action by China

    by goldmanpillageandsack Sep 2, 2014 4:20 AM
    goldmanpillageandsack goldmanpillageandsack Sep 2, 2014 11:54 PM Flag

    It is interesting to me that there is no coverage of the massive lending that China is originating with the developing world. Many nations are accepting loans for the development of infrastructure and in particular, transportation and shipping facilities so that China has secure sources for foodstuffs and resources like copper and gold.

    Sentiment: Strong Buy

  • goldmanpillageandsack goldmanpillageandsack Sep 2, 2014 11:38 PM Flag

    This is one of the best hedges out there. The US banking system and its attendant government is now fighting multiple nations in a Currency War with its printed dollar backed by? OOPS! Nothing!

    Sentiment: Strong Buy

  • goldmanpillageandsack by goldmanpillageandsack Sep 2, 2014 4:20 AM Flag

    Just last month China announced nearly $15 billion in loans to Argentina for infrastructure development. Of interest to Yamana investors is the $2.1 billion that will be invested in the Belgrano Cargas Railroad. Yesterday a high level Chinese delegation arrived in Argentina to move the projects forward quickly.

    The Belgrano Cargas Railroad is scheduled to have a line built through the (to be formed) mining district where Yamana's Agua Rica mine is the centerpiece. This line will allow Yamana to move ore efficiently to shipping points in Buenos Aires and on the coast of Chile.

    Sentiment: Strong Buy

  • Reply to

    Other safe haven stocks....

    by cthekingdom Aug 28, 2014 2:53 PM
    goldmanpillageandsack goldmanpillageandsack Sep 2, 2014 3:50 AM Flag

    I'll probably be game for a few thousand shares, but not before vetting it further. Companies at this stage tend to do reverse splits to get their share count within norms and up to the point where institutions can add them to their portfolio.

    So this goes on my "Watch List" and I thank you for your candid discussion.

    What else has your Mom found that has made her money?

  • goldmanpillageandsack by goldmanpillageandsack Sep 1, 2014 11:52 AM Flag

    The Currency War between the US and Russia continues to heat up as Putin has stated that a portion of south and eastern Ukrainian territory should become a "new state" of the Ukraine. My guess is that once they become a "state" and develop themselves into a cohesive unit, they can challenge the central government in Kiev or, secede and form their own nation or join Russia.

    Fat on the fire...

    Sentiment: Strong Buy

  • Reply to

    Other safe haven stocks....

    by cthekingdom Aug 28, 2014 2:53 PM
    goldmanpillageandsack goldmanpillageandsack Sep 1, 2014 11:42 AM Flag

    Titan's minimally invasive robotic systems are at least a year from starting the FDA's 510K approval process before any meaningful revenue streams can happen. Funding is in hand to carry them through that process, but it can take years. They do appear to have a credible team of surgeons, hospital affiliations and product developers, but with 100+ million shares and only 6% owned by insiders, they have that tint of penny stock going against them (despite the $2.25 price. I'll continue to dig through the (not so great) website and crosscheck their managements relationships and credentials, (so far it's just passing the sniff test.)

    I do like the idea of smaller surgical workstations, though I believe that Intuitive is on the same track and has established itself as the 1,000 lb gorilla in this space. How did you learn of the company?

  • Reply to

    Other safe haven stocks....

    by cthekingdom Aug 28, 2014 2:53 PM
    goldmanpillageandsack goldmanpillageandsack Sep 1, 2014 4:34 AM Flag

    As I recall AUY got monkey hammered right alongside the rest of the market. But when "REAL" interest rates became negative, we moved higher very steadily. There is a strong likelihood that interest rates will remain negative (as they did in the early eighties) and that gold and Yamana will make another run higher. Buying at these levels, collecting the dividend while we wait for the stock to appreciate simply makes good sense...

    Sentiment: Strong Buy

  • Reply to

    Tax inversion?

    by goldmanpillageandsack Aug 29, 2014 11:19 AM
    goldmanpillageandsack goldmanpillageandsack Aug 30, 2014 9:29 PM Flag

    I think you are correct. NEM is best positioned and has the most to gain. Your idea that an acquiring company would want Yamana's management team is correct as well. Their ability to move mines forward in the difficult political situations in some of the South American countries is noteworthy.

    Other than those discussed here, China's sovereign wealth fund is also a great prospect since China is funding the railroad that will go close to Agua Rica.

    Sentiment: Strong Buy

  • Reply to

    Breakout underway

    by goccipgp Aug 30, 2014 12:27 PM
    goldmanpillageandsack goldmanpillageandsack Aug 30, 2014 1:37 PM Flag

    IMO a breakout would be signaled at a price above $9.00. Right now we are simply in an uptrend.

    Sentiment: Strong Buy

AUY
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