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AngloGold Ashanti Ltd. Message Board

inggolfer 7 posts  |  Last Activity: Feb 8, 2016 7:50 AM Member since: Aug 30, 2007
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  • Seriously what kind of hope is propping this stock up? I'm not buying this market until this stock gets delisted

  • Reply to

    Ackman getting hammered again today

    by fluteman_greg Feb 2, 2016 12:55 PM
    inggolfer inggolfer Feb 2, 2016 3:09 PM Flag

    Remember Icahn didn't know what he was buying when he bought Herbalife and Indus Capital is on the verge of blowing up

    Sentiment: Strong Sell

  • Reply to

    Now would be to sell this

    by facts16 Jan 27, 2016 12:30 PM
    inggolfer inggolfer Jan 27, 2016 1:30 PM Flag

    You have an interesting point. The disclosure by Indus Capital Partners was astonishing. They're coming off a down ~40% year and they almost triple their HLF holdings. Researching their firm a little more I found that they really don't have a large investor base and also list college endowment funds, public and private pensions, and sovereign wealth funds as part of their investor base.

    Given their performance last year, combined with the risk around this company, combined with the now significant stake it represents in the Indus portfolio I'd be pulling my money and trying to be the 1st one to do so before the others.

    Given that Ackman changed his funds capital structure and doesn't take leverage the short squeeze risk is low.

    Sentiment: Strong Sell

  • inggolfer inggolfer Jan 26, 2016 7:47 PM Flag

    Yeah and their fund was down like 40% last year from brilliant positions like SUNE and TERP. Now they triple down our HLF and since are down 15% since doing so. I'd be running for the exits if I was an institutional investor in that fund

    Sentiment: Strong Sell

  • Reply to

    CONFIDENTIAL TREATMENT?

    by traderemoney Nov 10, 2015 11:18 PM
    inggolfer inggolfer Nov 11, 2015 1:00 AM Flag

    Actually I suspect that this is what the confidential treatment is in regards to...from their recent letter to shareholders. Since it's conditional they'd likely want to keep this private until said condition is met.

    "In conjunction with development of the Gigafactory,
    we recently signed two conditional purchase orders
    for lithium hydroxide in order to promote sourcing of
    this commodity at lower cost and with reduced
    environmental impact."

    Since it's conditional they'd likely want to keep this private until said condition is met. It's like signing a non-disclosure agreement with another party. I wouldn't read anything in these confidential treatments.

  • Reply to

    CONFIDENTIAL TREATMENT?

    by traderemoney Nov 10, 2015 11:18 PM
    inggolfer inggolfer Nov 11, 2015 12:45 AM Flag

    I wouldn't necessarily say they are in trouble but I do think they're overvalued. If you want to see a company in trouble go look at SUNE or SCTY. SCTY was a sideshow pet project to get his family rich but TSLA is his baby along with SpaceX. The trouble that TSLA has at this point is brain drain from talent getting poached and the need for capital when capital costs are going up. Also people are waking up that a $35K car was always a hoax. Adam Jonas is right that they foresee a world of TSLA electric cars that people take like cabs with no drivers. That is years off from a regulatory standpoint and will take a ton of capital they don't have. The energy storage angle is also opportunity but it's a sub 10% margin business and will be highly competitive and also years away from scale.

    Sentiment: Sell

  • Reply to

    CONFIDENTIAL TREATMENT?

    by traderemoney Nov 10, 2015 11:18 PM
    inggolfer inggolfer Nov 11, 2015 12:00 AM Flag

    Here is all the information you might want to know about them. https://www.sec.gov/interps/legal/slbcf1r.htm

    Who knows what it might be but my guess if it were positive Elon would want to share it and not hide it.

AU
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