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  Re: WHERE IS ASH !!
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13151.  SandraThomas  
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 More options Mar 18, 1:49 pm
From: SandraThomas <sandrazscho...@googlemail.com>
Date: Thu, 18 Mar 2010 10:49:33 -0700 (PDT)
Local: Thurs, Mar 18 2010 1:49 pm
Subject: Re: WHERE IS ASH !!
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  Re: WHERE IS ASH !!
13150.  David Rothman  
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 More options Mar 18, 1:15 pm
From: David Rothman <davidzscho...@googlemail.com>
Date: Thu, 18 Mar 2010 10:15:44 -0700 (PDT)
Local: Thurs, Mar 18 2010 1:15 pm
Subject: Re: WHERE IS ASH !!
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  Re: WHERE IS ASH !!
13149.  David Rothman  
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 More options Mar 17, 10:49 am
From: David Rothman <davidzscho...@googlemail.com>
Date: Wed, 17 Mar 2010 07:49:57 -0700 (PDT)
Local: Wed, Mar 17 2010 10:49 am
Subject: Re: WHERE IS ASH !!
This is quite interesting... http://bit.ly/ahD7aH

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  Re: Resistance
13148.  CAPITALIZER  
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 More options Mar 16, 2:43 pm
From: CAPITALIZER <CAPITALI...@HOTMAIL.COM>
Date: Tue, 16 Mar 2010 11:43:52 -0700 (PDT)
Local: Tues, Mar 16 2010 2:43 pm
Subject: Re: Resistance
Patrick, your response is more impressive than the article for sure.
AUY has greatly reduced production costs. For an investor AUY is
definitely a buy right now but for a trader if my entry point is off a
little I can still get out at a profit a lot sooner being long
Eldorado or IAMgold rather than AUY. AUY is a Cramer favorite for gold
though and even as high as $9.95 I wouldn't hesitate to back up the
truck. Cheers.

On Mar 15, 9:56 am, Patrick <patrickpbren...@gmail.com> wrote:


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  Re: Resistance
13147.  Patrick  
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 More options Mar 15, 12:56 pm
From: Patrick <patrickpbren...@gmail.com>
Date: Mon, 15 Mar 2010 09:56:19 -0700 (PDT)
Local: Mon, Mar 15 2010 12:56 pm
Subject: Re: Resistance
now that 10 is broken,

I'm watching AUY for them to show a bottom.  At that point I'm
doubling down on the long term hold I have on AUY.  Having watched
these guys for a few years.  A dip to say 8.50 or 9 is going to be
rewarded with a run up into the mid 11s at least.  Its just the way
AUY is.  They are a great swing trade, and I see one forming here.
Look for a bottom and jump on.  Its just like X.  An easy one to play.

On Mar 12, 2:35 pm, Dueschebag2010 <scotsman...@yahoo.com> wrote:


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  Re: Resistance
13146.  Dueschebag2010  
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 More options Mar 12, 1:35 pm
From: Dueschebag2010 <scotsman...@yahoo.com>
Date: Fri, 12 Mar 2010 10:35:53 -0800 (PST)
Local: Fri, Mar 12 2010 1:35 pm
Subject: Re: Resistance
lol. I havnt touched the miners lately or even care to place a trade.
I feel gold at current pricing is overvalued.  btw...always an
interesting post from pat.

On Mar 12, 12:18 pm, ting ting <poppinch...@gmail.com> wrote:


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  Re: Resistance
13145.  ting ting  
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 More options Mar 12, 12:18 pm
From: ting ting <poppinch...@gmail.com>
Date: Fri, 12 Mar 2010 09:18:08 -0800 (PST)
Local: Fri, Mar 12 2010 12:18 pm
Subject: Re: Resistance
Patrick, I like your analysis- it really takes me back to my
S.A.T.s..:)

On Mar 12, 7:03 am, Patrick <patrickpbren...@gmail.com> wrote:


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  Re: Resistance
13144.  Patrick  
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 More options Mar 12, 10:03 am
From: Patrick <patrickpbren...@gmail.com>
Date: Fri, 12 Mar 2010 07:03:28 -0800 (PST)
Local: Fri, Mar 12 2010 10:03 am
Subject: Re: Resistance
I'm unimpressed by the article.  Simply tracking prices over an
arbitrary 3 year period is not very helpful.  In fact its less than
helpful b/c it isn't even an arbitrary 3 year period.  It is a 3 year
period pegged to a period of historically high growth in the gold
commodity.  What this tells you is that miner price movement is not on
the same time scale as the movement in the commodity.

If we pegged this period to the bottom of the economic cycle when gold
miners were at their lowest and tracked to today, gold miners would
have dramatically outperformed gold.  In his period 2007-2010, AUY
went from 13 to 10.  If he tracked gold from November 2008 to now,
you'd see AUY go from 4 to 10, a 250% gain, vs a roughly 35-40% gain
in gold.

The reality is that the increase in gold price improves the
profitability of the miners and results in improved stock price over a
long haul as they get to keep producing gold at the old price and all
of the increase in gold is continually recorded as profits.

If you have 100 loaves of bread you bought for $20, and after a
magician wipes out the yeast supply the price of bread permanently
goes up to $1 a loaf, you can sell the bread for $100.  That is a nice
500% increase.

If you have a yeast culture (miner) that can produce enough yeast for
20 loaves a week for 100 weeks and you paid $20 for it, you have a
yeast cost of about a penny per loaf.  That is about right when loaves
were $20 for 100, or 20 cents a loaf.  If you had a production cost of
15 cents a loaf, 1 cent for yeast 14 cents for other materials and
labor, you make 5 cents a loaf in the beginning.  Now that yeast has
skyrocketed and bread is $1 a loaf, you are now making 85 cents a
loaf.

Over the period you will ultimately produce 2,000 loaves over the next
2 years.  You will make $2,000 and your cost will remain 15cents a
loaf. or $300.  Your net profit will be $1,700 vs an expected profit
of $100, when you were making just 5 cents per loaf.  That is a 1700%
gain.  It takes two years to realize the full 1700% but it is way more
than 500%.

notice the timeframes are different, but the profits far more
substantial.  That is the case for miners.  You only pocket the
difference with the commodity.  With the miner, those reserves are
just sitting there waiting to be cashed in as major profits for the
next 10 or 20 years, and for a low cost producer that means a lot of
money.  Just something to think about

On Mar 11, 5:53 pm, CAPITALIZER <CAPITALI...@HOTMAIL.COM> wrote:


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  WHERE IS ASH !!
13143.  none  
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 More options Mar 11, 8:30 pm
From: none <mooglefi...@gmail.com>
Date: Thu, 11 Mar 2010 17:30:16 -0800 (PST)
Local: Thurs, Mar 11 2010 8:30 pm
Subject: WHERE IS ASH !!
Where is he?  Did he buy Hefner's mansion?

OMG.  I'm back, and seeing the same support level as others..


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  Re: Resistance
13142.  CAPITALIZER  
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 More options Mar 11, 5:53 pm
From: CAPITALIZER <CAPITALI...@HOTMAIL.COM>
Date: Thu, 11 Mar 2010 14:53:55 -0800 (PST)
Local: Thurs, Mar 11 2010 5:53 pm
Subject: Re: Resistance
There are buyers at this $1100 level but if you want miners that
outperform gold look elsewhere. Check out this link.

http://seekingalpha.com/article/191900-what-s-better-gold-gold-stocks...

On Mar 11, 9:59 am, ting ting <poppinch...@gmail.com> wrote:


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  Resistance
13141.  ting ting  
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 More options Mar 11, 12:59 pm
From: ting ting <poppinch...@gmail.com>
Date: Thu, 11 Mar 2010 09:59:33 -0800 (PST)
Local: Thurs, Mar 11 2010 12:59 pm
Subject: Resistance
At least it bounced off resistance today. Dennis Gartman was just on
cnbc saying how he thinks this sell off in gold is wrong because it's
based on China trying to control it's own state of economy. Anyone
buying these levels?

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  Re: Thoughts here?
13140.  CAPITALIZER  
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 More options Mar 10, 6:48 pm
From: CAPITALIZER <CAPITALI...@HOTMAIL.COM>
Date: Wed, 10 Mar 2010 15:48:11 -0800 (PST)
Local: Wed, Mar 10 2010 6:48 pm
Subject: Re: Thoughts here?
Some good thinking in regard to investing and trading on this thread.
You guys really must read the link I posted above. There are some
better deals out there in regard to how these miners perform in
comparision to gold and each other.

On Mar 10, 3:27 pm, CAPITALIZER <CAPITALI...@HOTMAIL.COM> wrote:


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  Re: Thoughts here?
13139.  CAPITALIZER  
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 More options Mar 10, 6:27 pm
From: CAPITALIZER <CAPITALI...@HOTMAIL.COM>
Date: Wed, 10 Mar 2010 15:27:57 -0800 (PST)
Local: Wed, Mar 10 2010 6:27 pm
Subject: Re: Thoughts here?
Guys and Gals look how AUY stands up to other miners in respect to the
performance of gold. This is an article any gold investor should read.

http://seekingalpha.com/article/191900-what-s-better-gold-gold-stocks...

On Mar 9, 7:49 am, Patrick <patrickpbren...@gmail.com> wrote:


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  Re: Thoughts here?
13138.  Patrick  
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 More options Mar 9, 10:49 am
From: Patrick <patrickpbren...@gmail.com>
Date: Tue, 9 Mar 2010 07:49:33 -0800 (PST)
Local: Tues, Mar 9 2010 10:49 am
Subject: Re: Thoughts here?
AUY seems to be tanking for the reason it always struggles to grow.

Horrible hedging by management is eating into its overall profits, and
they are not growing production as quickly as they said that they
would.

That being said, the numbers do keep improving, and someday they will
get this hedging thing in order.

I feel like this is a somewhat disappointing short term play, but has
a lot of long term potential. As the short term news keeps
dissapointing the long term fundamentals do keep improving.  At some
point AUY is going to stop issuing more shares, get some extra
production out of these mines, and stop loosing money with their
hedges.  That is going to drive the P/E on this thing down to the mid
single digits again and send the stock up about 50%.

So I say hold onto it until they finally produce a good quarter, cash
out on the huge gains, then buy back in when they inevitably
dissapoint the following quarter to find a great buy-in opportunity.

On Mar 8, 11:55 am, Patrick <patrickpbren...@gmail.com> wrote:


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  Re: Thoughts here?
13137.  Patrick  
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 More options Mar 8, 11:55 am
From: Patrick <patrickpbren...@gmail.com>
Date: Mon, 8 Mar 2010 08:55:04 -0800 (PST)
Local: Mon, Mar 8 2010 11:55 am
Subject: Re: Thoughts here?
dollar rally mostly.

EPS of .14 vs .15 estimate doedn't move the needle

I gotta read through the last quarter to see what's up.

On Mar 4, 3:20 pm, Sjj <sjjdil...@gmail.com> wrote:


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Messages 1 - 15 of 13151       Older »

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