PIMCO Total Return ETF Message Board

one thing kinks1981

as I said before the seekingalpha person didn't factor in
taxes.

taxes go down the less profit you make.

if you make nothing you pay nothing.

unless I am mistaken about what taxes are taxes fluctuate
according to revenue/profits

as a result the break even cost of production can actually be lower than what seekingalpha author says it is.

I am surprised no one mentions this on his blog

this I agree with even exk is starting to lay off workers and possibly lowering their production as well.

to off set lower silver prices.

why bother mining so much when prices are so low?

they may as well look for ones with less silver content but more base metal content as those didn't decline as much yet.

sell those to maintain it.

also if shareholders want we can in fact demand silver bullion be given as a gift per year as a dividend.

thus soaking the silver supply where it will never see the light of day

ps look at this on ag

offset by 11% lower head grades from La Parrilla due to an increase in oxides production from the lower grade open pit. Combined recoveries for all mines in the first quarter were 57% and consistent compared to 57% in the first quarter of 2012 and 58% in the fourth quarter of 2012.

note AG mines have degraded by 11% except they got fresh ore up from other mines.

to help them off set the decline in ore grade.

note.

so ahem what was that again mr fraud?

ps what is this again ag cost per tone increased as well btw.

HL cost per ton increased
cde cost per ton increased etc and what is this?
paas cost per ton increased
exk cost per ton increased?

you go on and on and on.

little fraud are you done yet or will you keep faking it?

hmm? what is this bankster? you blame high costs on the company?

dont forget mr bankster vampire squid your QE is the main reason everything went up in price thus you are the main cause of higher prices.

douche bags will be douche bags though. wont admit that they are the leeches of society.

ps asianvest this was kinda what we expected last time anyway you know.

and was speculating because of that they may not be able to at least that was one of the arguments that we came up with.

and a few extra other reasons besides your constant banter without any real contribution.

actually you dont follow your own guidance rather you follow your china shorts guidance you mean.

asianvest your name tells your personality but in other news.

the buyback was announced in later time after Jon Carnes sent a bribed shareholder to sue svm with less than 3-7k shares total.

Michael dao if you remember correctly.

ps it is obvious it was a bribed person sent by Jon carnes and his related parties.
SEC you hear?

the way the lawsuit was written gave it away. namely mentioning kun huang when he has nothing to do with shareholders in august time frame of 2011 and before.

yes what does he have to do with it? as that was the period in question?

namely that was really obvious.

after that of sec was due to jon carnes again he likely spammed them to ask them to harass svm preventing them from acting in any way shape or form to silence them.

hence you see them not able to report on anything or even try to pump in any instance.

Jon Carnes was probably able to ask the authorities to prevent svm from going to mining shows now as well threatening them with bankster vampire squids from doing anything to attract more investors.

well it figures. his plan shall we say until his bankster vampire squid friends hit silver again to his desired outcome.

hence 30 buck silver down to 20 bucks.
he waited for that while biding time for his related parties even if he has no investment his friends do that means he benefits regardless.

while the ones pulling his strings are likely behind the scheme in the first place.

GS JPM other vampire squids? need we say more?

remember he is a fan of warren buffet that was bought already and compromised.

I dont respect warren at all at this point he can donate all his money to charity and it wouldn't make me think any more of him.

he stole most of his money from using the federal reserve bankster system after all.

sorry No one should have any respect for banksters.

well I would rather have cde than HL honestly.
the dividend is pathetic in all honesty.

it is tied to silver only at the 30+ dollar level after all which means nothing.

cde has just bought orko but at least it was a smaller purchase.

HL just bought an extremely expensive mine vs what they should have paid. 2 bucks per share would have been fair for azk not 4+ dollars.

ps why not exk and ag instead of HL

? isnt that what happened with HL when everyone there was crying and still crying about it?

ps if you go there AT LEAST vote no to pay raises for the management as their shareholders know they reek and are over paid to the bone.

my guess is svm was trying to or going to expand into the wolverine mine territory later on with the yukon mines that myles was part of in the past but now that silver is so low there is no point for now and they have to be extremely conservative

there is no way yukon mines are worth 0.

that is a fact. but writing it off on the income statements for now for tax reasons may be wise who knows.

they still have all full interests in there regardless of what accounting they use unless they dump all the shares.

agreed bowman this is also something I would like this asianvest scammer to look at.

he spams in the china forums except he is still trying to convince us SVM = bad when his own people are the ones that messed up.

but maybe the company is worth 0 who knows. we dont know until we look at the other company itself with our own eyes instead.

that is part of being objective

so I want to ask does svm still own those shares?

just a question.
are they really worthless or are shares in the other company still worth something.

think for a second.
find the company and find the true worth instead of looking at documents all day long. I mean Jon at least hires people to take pictures of svm doing work but fails to calculate their trucks max over capacity weight and ore grades after all compared to his gov data.

people really think pieces of paper on record are all true or something?

sad.

people still don't get why silver investors rag on and on about fiat.
and the fractional reserve fraud system

now think again are they writing it off for tax reasons?

maybe maybe not.

but we should have some data on the company you mentioned itself then.
does it still exist?

if it does then it is not worth 0 just because svm said so.

reported maybe but not in reality

oh you are looking at only the financial data from svm rather than the real market value of the company I see where you are getting your data from now.

instead of going out and actually finding all the data you are throwing assumptions without calling them assumptions I see whats going on now

hence I have to dig for info instead of you giving all the data.

are you are lazy or you only want people to see it your way instead of all ways possible eh?

ah I see but I asked you for more data but you keep failing to provide them.

ps they are state owned enterprises by the government what did you think?

you do realize svm likely had to have played ball with them right otherwise they wouldn't let them do their business.

hence this give us the info so we can research but you still wont.

so yeah Asianvest you can actually attribute the failure of that 22 million on the failure of rare earths.
it was a good investment at the time though if you wanted a play in rare earths as rare earth

but was kinda bubbly at the time for that sector as obama was pumping it up to high heaven.

ultimately all bubbles die as a result it popped and solydra died as well as all those clean energy companies

there some stuff you probably read but left out.

as you can see that was an extremely old mine of 1958 estimated to have over 100 years of mine life.

long term it should be a worthwhile investment imo.
as well.

but the moly in the USA did lose about 91% of her value from the top
74 down to 6-7 bucks.

so basically that moly died. a big one at that.
ps moly is for rare earth metals meaning the rare earth play that wall street wanted to kill.

rare earth play was a play on clean energy and because clean energy failed so badly from OBAMA it died down.

all in due time though.

Jinduicheng Molybdenum Group Co., Ltd. (JDC) is located in China’s northwest Shaanxi province and is one of the largest molybdenum companies in the world, ranking first in Asia and third in the world. JDC has the biggest open pit Molybdenum mine in Asia with a reserve life of more than a hundred years. JDC is a publicly traded state owned mining enterprise with strong support from both Chinese state and provincial governments. Since its establishment in 1958, JDC has developed into an international mining, mineral processing and metallurgical enterprise with customers in North America, Europe, Africa, and Asia Pacific. It has built long-term strategic partnerships with global Fortune 500 companies and has positioned itself as a world leader in the industry with its state of the art processing facilities and advanced technologies for operations and environmental protection.

Since 2006, JDC adopted a new development strategy and branched out into research, trade, investment, and has operations all over China and the world. Since 2007, JDC Group has received two awards from the Provincial Government of Shaanxi for its effort in environmental protection and sustainable development. JDC started to acquire mineral deposits in both Argentina and Canada with its successful acquisition of Yukon Zinc finalized in 2008.

JDC values integrity, excellence and innovation as its core corporate principals and promotes a culture of efficiency, commitment and teamwork. For more information on JDC visit,