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Claude Resources, Inc. Message Board

silvercomments 37 posts  |  Last Activity: Jul 30, 2015 9:52 AM Member since: Aug 10, 2010
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  • silvercomments silvercomments Jul 30, 2015 9:52 AM Flag

    So. How is it working for long today?
    You guys are happy?
    Very happy?
    Surprised maybe?
    This was so obvious.

    Sentiment: Strong Sell

  • Reply to

    FB is the king of the block

    by silvercomments Jul 25, 2015 12:59 AM
    silvercomments silvercomments Jul 26, 2015 3:15 AM Flag

    http://www.federalreserve.gov/newsevents/press/monetary/20150724a.htm

    Sentiment: Strong Sell

  • silvercomments silvercomments Jul 26, 2015 1:23 AM Flag

    everybody buys Facebook. Nobody wants to sell.
    It is an obvious play.

    Sentiment: Strong Sell

  • Reply to

    FB is the king of the block

    by silvercomments Jul 25, 2015 12:59 AM
    silvercomments silvercomments Jul 26, 2015 1:18 AM Flag

    leaked FEDs rate projection shows FFR at 2.12% in 2017; 1.26% in 2016 with the first rise in September FOMC meeting. That gives approximately 2% yield on the 2 year paper in few months.
    It's not far away. It is just few months away.

    FB may be growing alright now, but it won't matter because with such rate of return long term investors will leave.
    FB EPS is insufficient to keep holding at this price.
    FB at almost 100 bucks a shot is too expensive.

    Rate change on company valuations is a major event.
    How can you price stuff with positive rates in Ts again?
    It will all go down, not just FB. The whole market will go down.
    Leading sectors will lead again. Falling down.

    But if you doubt me - read about the China UST holdings.
    There is a lot of info out there. China is cutting exposure to UST.
    With that in mind FED can't wait longer.

    This is politics - it is no longer an economy driven decision.
    FED will rise no matter what. They will not wait for you to unload.
    They will rise, because China is dumping their Ts.
    That's why you are going down from here.
    FB is going down.

    You made a great return on your investment and now it is time to go.
    It follows the great rule to buy when everyone sells and sell when everybody buys.

    Sentiment: Strong Sell

  • Reply to

    FB is the king of the block

    by silvercomments Jul 25, 2015 12:59 AM
    silvercomments silvercomments Jul 26, 2015 12:58 AM Flag

    kudos

    Sentiment: Strong Sell

  • Reply to

    FB is the king of the block

    by silvercomments Jul 25, 2015 12:59 AM
    silvercomments silvercomments Jul 25, 2015 7:15 PM Flag

    Taxi cab drivers have Facebook, teachers have Facebook. Who doesn't?
    Guys want FB, girls want FB, shoeshine boys would buy facebook if there were any shoeshine boys left.

    Generation X (born 1965-1980) has FB in their portfolios as item number 2
    Baby Boomers (born 1946-1964) are all over it at position number 4 in their portfolios

    SO WHO IS GOING TO BUY IT AFTER THE EARNINGS?????

    Sentiment: Strong Sell

  • Reply to

    FB is the king of the block

    by silvercomments Jul 25, 2015 12:59 AM
    silvercomments silvercomments Jul 25, 2015 1:27 AM Flag

    Did you all buy the shares? No? What are you waiting for - accumulate!
    Millions have purchased FB - it's time for you to buy after earnings!!!
    Accumulate!! Do the right thing - keep it up baby. :-)
    Join the family of FB owners - everyone has it - so should you!!!!!

    People of all ages want FB stock:
    Facebook (FB, Tech30) is the second most popular stock among ages 25 to 34, according to TD Ameritrade.
    http://money.cnn.com/2015/05/14/investing/most-popular-stocks-millennials-boomers/

    Sentiment: Strong Sell

  • silvercomments by silvercomments Jul 25, 2015 12:59 AM Flag

    Let's see what we have here....
    FB = market cap = 271.74B
    WFC = Wells Fargo = 297.29B
    JPMorgan Chase = 255.70B
    Bank of America = 187.45B
    Citi = 176B

    Now lets look at the cash:
    FB = 12 B
    WFC = 332 B
    JPM = 1010 B
    BAC = 611 B
    C = 668 B

    DO YOU SEE A PROBLEM?

    Sentiment: Strong Sell

  • Reply to

    The Seeds of Recovery

    by louiselegrenouille Jul 23, 2015 9:26 PM
    silvercomments silvercomments Jul 24, 2015 11:01 AM Flag

    Yeah right, according to transcript "the plan" is based on assumption the customer likes the taste and the customer has the money to pay for the meals. Those assumptions may be great locally near zip code 10005. The whole call was just a bla bla bla bla. Talk-a-talk without anything substantial. For a meal + one additional burger you pay like 12 bucks while at Norms you get 2 course meal + salad and a dessert for less than that. MCD is no longer competitive, because it became expensive. And the taste changed, because they changed ingredients and frying oil. Right now is too late to save the chain and the recession is just re-starting.

    Sentiment: Strong Sell

  • silvercomments silvercomments Jul 24, 2015 10:52 AM Flag

    overview:
    http://finance.yahoo.com/news/mcdonalds-reports-second-quarter-2015-115800354.html
    some numbers are plain scary

    Sentiment: Strong Sell

  • I can't believe nobody is panicking here at this price. Price is still $97 - it is unbelievable.
    People, this is a serious contraction in revenue, it's not just a seasonal change or a hiccup.
    It is a confirmed downtrend with many previous quarters confirming a total turn-back of consumers.
    After such a long consolidation - the fall down potential is staggering.
    The results they posted are a catastrophe.

    Sentiment: Strong Sell

  • silvercomments silvercomments Jul 23, 2015 3:37 PM Flag

    SO - tell me today - how does it work for you?
    Is it becoming clear in hindsight?

    Is there anybody here still unsure??

    Sentiment: Strong Sell

  • silvercomments silvercomments Jul 23, 2015 3:35 PM Flag

    EXACTLY

    Sentiment: Strong Sell

  • Reply to

    $89 next week?

    by silvercomments Jul 23, 2015 9:58 AM
    silvercomments silvercomments Jul 23, 2015 12:14 PM Flag

    p/bv typo, sorry

  • Reply to

    LOL, breakfast all day !!!

    by dribbles_the_king Jul 23, 2015 10:11 AM
    silvercomments silvercomments Jul 23, 2015 10:20 AM Flag

    Right. What they seem to be overlooking is the local franchise owners patience.
    This is not a big corporation with paid employees. This is a chain of businesses.
    These businesses will walk away.

    Sentiment: Strong Sell

  • Reply to

    McDonald's is a disaster..

    by msch8864 Jul 23, 2015 9:33 AM
    silvercomments silvercomments Jul 23, 2015 10:10 AM Flag

    It is a DISASTER.

    "In the U.S., second quarter comparable sales decreased 2.0%, reflecting negative guest traffic as the featured products and promotions did not achieve expected consumer response amid ongoing competitive activity. Operating income for the quarter decreased 6%"

    It's worse than I thought.
    This company is falling apart.
    If that continues they may actually start losing franchises.

    Sentiment: Strong Sell

  • silvercomments by silvercomments Jul 23, 2015 9:58 AM Flag

    Or tomorrow?

    Sentiment: Strong Sell

  • Reply to

    Stellar earnings whisper number

    by silvercomments Jul 20, 2015 11:38 AM
    silvercomments silvercomments Jul 23, 2015 9:55 AM Flag

    It is finished. Done. It is probably an example short from here. I should have shorted it at 99 instead of walking around and watching. SHORT.

    Sentiment: Strong Sell

  • Reply to

    Avi.morax is a paid basher

    by tooby.doobydoo Jul 21, 2015 7:31 PM
    silvercomments silvercomments Jul 22, 2015 2:21 AM Flag

    Although I generally agree with you - the problem here is lack of sales.
    Without sales you have no business.
    The management never did any retail sales.
    This is the single most important problem with this company.
    And it is the reason why the stock price is doing so poorly.

    In my opinion the company is worth not more than its patents and I see it all at max 3 millions - under assumption it stops operating. Axion operating = cash burn of over 400K per month.
    So when we consider Axion at the current moment - it operates, so it burns cash - therefore it is worth less than 3 millions. If it stopped doing that and closed - it would be worth 3 millions in liquidation.

    There is a limited number of scenarios where Axion actually turns around. I actually see 2 options.
    In first - the whole management is let go and replaced by somebody else and then they start selling to retail. They set a website, sell the PbC on eBay and ship PbC using UPS. They hire 3 guys in California, buy a building for 100K tops and sell to industry. The current management would never do that unless they had a gun to their head. That's why they need to go.

    The second scenario is when they get taken over by someone like maybe BMW or Gesang and start selling to retail as described above.

    In my personal opinion there is no third option - I do not believe Axion can turn around with those silly ideas of making big deals around. One or two deals won't save them. They need retail.
    But they are not smart people. They are stubborn, lazy, obtuse people.

    Without sales there is no business.
    Axion is a defunct company with a marvelous product and stupid management.

  • silvercomments silvercomments Jul 21, 2015 2:56 PM Flag

    you people are delusional and your greed is beyond anything imaginable for a common man out there. The greed is blinding you people. The greed tells me it is just a perfect investment. SHORT investment.

    The price of 98 is not sustainable. It is not possible for it to continue like that.
    My target is $75 and that's where this thing is going short term.

    Sentiment: Strong Sell

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