Fri, Aug 22, 2014, 6:52 AM EDT - U.S. Markets open in 2 hrs 38 mins

Recent

% | $
Quotes you view appear here for quick access.

Time Warner Inc. Message Board

pm_guru_1 5 posts  |  Last Activity: May 16, 2014 2:35 PM Member since: Oct 18, 2011
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Best in class by far

    by metalmeister79 May 9, 2014 11:40 AM
    pm_guru_1 pm_guru_1 May 16, 2014 2:35 PM Flag

    They certainly have exercised some discipline with Navidad, walking away from Orko/La Preciosa, and next I would expect them to lower the dividend if silver remains under $20. I'm not in PAAS for the dividend, but the long term capital gain that will occur simultaneously when general equity investors are as disgusted as PM investors are currently. And PAAS is in the catbird seat with lots of cash and will be able to buy quality assets at distressed prices. These PM companies need to look into selling directly to sovereign wealth buyers and skip the usual channels. Surely someone in China wants to buy 25M ozs of white shiny. That's only have a half a billion! The houses in my Zip code are worth more than all of PAAS annual production?!? Something is wrong with this picture.

    Sentiment: Buy

  • Reply to

    The Management has shown its glorious colors

    by nelson20847 Apr 23, 2014 9:51 AM
    pm_guru_1 pm_guru_1 Apr 23, 2014 1:23 PM Flag

    The most lawless people in the world are the Zionist #$%$ that run the USSA federal govt. go eat s and die TP.

  • Reply to

    PAAS go hostile on CDE

    by esyslpr Mar 11, 2014 11:05 PM
    pm_guru_1 pm_guru_1 Mar 19, 2014 2:40 AM Flag

    I agree. But the premium is too large. CDE holders will accept to get a nice dividend and better mgmt and balance sheet. The combined company would be very compelling in terms of future earnings power with 50-60M ozs of Ag eq production. Maybe more than that since CDE is producing a lot of gold too. I like it. But I'd really like it if theyd go hostile on aurcana which is down 90% and has a sweet little mine in Peru with well over 100M ozs silver, and I'm sure the shafter mine in Texas will eventually be worth something at higher silver prices. Aun is trading for chump change. Paas could buy them, add 3-4M oz low cost production immediately and not even notice with no dilution. Adding 20% value with a small non dilutive transaction is preferable to a merger of equals scenario IMO, but with silver only $21 silver investors will make out like bandits either way.

    Sentiment: Buy

  • Its just too cheap! All this cash and barely trading with a positive EV lol. Gentlemen, this is a 10M global resource with the capability of producing 400k ozs and is fully funded. And it's economic to operate even at the lower gold prices. I can understand an explorer trading for near cash if they don't have any means to reach production without a major capital raise, but not a producing mine, and a large one at that! I sold out of this back when it was Keegan at much higher prices, but I have to say I'm pretty damn confident a longer term position here should stroke me nicely.

    The next $1000 move in gold from here is $2325 not $325!! (bwahaha)

    Sentiment: Strong Buy

  • Reply to

    A joke that Letwin is still CEO..

    by thestockmaven Feb 24, 2014 10:09 AM
    pm_guru_1 pm_guru_1 Feb 24, 2014 3:44 PM Flag

    Give the bum an #$%$ whooping on the way out. Take all his money and issue a special dividend to shareholders LOL.

TWX
76.76-0.26(-0.34%)Aug 21 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.