x****d
发帖数: 2239 | 1 直接说，不带拐弯的。
---------------------------------------------
Having been forced off the boards of Sprott, NovaGold, and Ivanhoe mines and
excommunicated from mainstream business media following his comments
earlier in the week, Gloom, Boom, & Doom Report writer Marc Faber responds
to his racism allegations...
"I have been labeled by the mainstream media as a racist - I don't think
this corresponds at all with reality.
I wrote a report about capitalism and socialism and about private property
rights,... 阅读全帖 |
|
h*********e
发帖数: 6226 | 2 索罗斯最近的表现。他的前５位的pick只有一个是赚的，其他４个赔惨了，呵呵
JPM JPMorgan... George Soros 2010-03-31 Add
(history) History 1.64% $37.7 - $45.02
($41.84) $ 38.25 -9% Add 2194.37% 2,567,404
NG NovaGold... George Soros 2010-03-31 Add
(history) History 1.61% $5.26 - $7.76
($6.33) $ 6.99 10% Add 435.82% 18,700,164
CIE Cobalt I... George Soros 2010-03-31 Buy History 1.2% $12.19 - $15.72
($13.69) $ 7.85 -43% New holding, 5960200 sh. 5,960,200
CNX CONSOL E... George Soros 2010-03-31 Add
(history) History 1.09% $42.28 - $56.3 |
|
g*****u
发帖数: 14294 | 3 清仓
'Name' 'Class' '% Value' 'Shares'
'HEWITT ASSOCS INC' 'COMMON' [1.6700] [ 7600000]
'NBTY INC' 'COMMON' [1.4600] [ 6100000]
'MARINER ENERGY IN' 'COMMON' [1.0600] [10000000]
'MIRANT CORP NEW C' 'COM NEW' [0.7900] [18203321]
'BURGER KING HLDGS' 'COMMON' [0.5200] [ 5000000]
'GENERAL GROWTH PP' 'COMMON' [0.4500] [ 6561500]
'FAMILY DLR STORES' 'COMMON' [0.3900] [ 2000000]
'STAR... 阅读全帖 |
|
w****r
发帖数: 245 | 4 大侠，分类都分好了，求神签
# Basic Materials, Agricultural Chemicals
AGU Agrium Inc.
AVD American Vanguard Corp.
CAGC China Agritech Inc.
CF CF Industries Holdings, Inc.
CGA China Green Agriculture, Inc.
CMP Compass Minerals International
COIN Converted Organics Inc.
IPI Intrepid Potash, Inc.
MON Monsanto Co.
MOS Mosaic Co.
NOEC New Oriental Energy & Chemical
POT Potas... 阅读全帖 |
|
w*********s
发帖数: 2136 | 5 By Frank Tang and Aaron Pressman
NEW YORK/BOSTON | Tue May 17, 2011 12:31am BST
(Reuters) - Billionaire financier George Soros, who called gold "the
ultimate bubble," dumped almost his entire $800 million stake in bullion in
the first quarter, well before a commodities slump blamed partly on reports
he was liquidating his holdings.
Famed gold bull John Paulson held his ground, but Soros was joined in the
retreat by several other big names, including
Eric Mindich and Paul Touradji, according to 1... 阅读全帖 |
|
p********o
发帖数: 8012 | 6 这是一支独特的股票，拥有”可能”最大的金矿，但是却一直没有真正开采。
跌了小半年了，最近有筑底迹象。除非勘探数据有假，储量没有这么多，否则目前股价
绝对在低位啊。 |
|
|
T**********e
发帖数: 29576 | 8 这股2008跌倒0.45呀，现在10块。
金矿股相对金价一直underperforming，原因很复杂，大概不是一时半会能改变的。
要leverage，可以考虑UGL （2xGold）。 |
|
p********o
发帖数: 8012 | 9 现在赔钱不等于以后啊
你相当于买了金子埋了，gld一年最多30％，他可以翻倍啊
如果gld涨，他地下的矿产只会更涨了 |
|
p********o
发帖数: 8012 | 10 有些金矿也表现超越，比如auq，他的股价已经比金价折现高了，比auy走的强。不过现
在金价几个月估计都不会有新高了，像nova这样的价值会归更有机会吧 |
|
p********o
发帖数: 8012 | 11 简单算一下，ng的pp金矿有15moz，就算其中只有20％能够挖出来，算金价1500，成本
500，他的股价就值10刀。这还不算其他可能挖掘的，以及他的铜矿和银矿。
周五的收盘是9.8 |
|
c*****l
发帖数: 3551 | 12 等它开始开采时，金价可能已经跌了。 别忘了，08年，油还抄到差不多200刀一桶。 |
|
p********o
发帖数: 8012 | 13 是有这个可能。
不过我想知道的是为何他会一直跌？而同时金价在不断的涨。
就算担心以后金价跌，也不应该此时dump他呀，尤其美金2013都不加息 |
|
|
r***k
发帖数: 13586 | 15 关键是成本越采越高，具体怎样增加的还要看矿藏的分布。 |
|
p********o
发帖数: 8012 | 16 又仔细看了下，他要到七年后才能投产，这有些太。。。
成本到不一定会升高很多，因为技术越来越好，但是金价就不知道了 |
|
o**y
发帖数: 3065 | 17 我觉得NG的确是好股，前提是如果你买的足够便宜，比如09年的时候。现在比09年最低
点高20倍，大举建仓的话，简直是疯了。 |
|
k**o
发帖数: 15334 | 18 黄金开采成本没有500吧，当年金价长期200-400多美元的时候，这些公司怎么活？
我记得10年前以前玩金矿的时候，看他们开采成本大都在170左右。就算狠狠的通膨
也顶多到300多吧。 |
|
k***n
发帖数: 3158 | 19 easy ones have been mined
they need to drill deeper and deepper now |
|
a********h
发帖数: 819 | 20 I like ng
I bought at 6 last year didn't sell when it went to 16
Added more recently at 8-10
I am long term in general though
Think of it as out of money long term call option on gold price and you don'
t lose time value like option (no expiration date)
Miners are out of favor in the past months that's why it also falls (soros
also sold but he also sold gld)
But it will gain more when miners move
Might also get bought out |
|
p********o
发帖数: 8012 | 21 嗯，八里克06年就出价每股15买ng，当时金价700不到。现在ng股权稀释了三倍不到，
金价也涨了一倍多，所以收购价应该也还是这个范围
don' |
|
s****7
发帖数: 2507 | 22
Gainers Change Mkt Cap
NovaGold Resources Inc. (USA) 24.29% 2.62B
Micron Technology, Inc. 23.44% 6.66B
Green Mountain Coffee Roasters Inc. 9.85% 8.09B
Patni Computer Systems Limited (ADR) 7.78% 1.08B
Western Digital Corp. 7.07% 6.27B |
|
g********4
发帖数: 4959 | 23 what are the tickers for NovaGold Resource inc and Patni Computer Systems
limited? Thanks. |
|
k***n
发帖数: 3158 | 24 NG for Novagold
also check out JAG and RVM
what a nice day |
|
I***5
发帖数: 272 | 25 惠普公司（Hewlett Packard Co）
戴姆勒公司（Daimler AG）
凯撒娱乐公司（Caesars Entertainment Corp）
可口可乐阿马提尔公司（Coca-Cola Amatil Ltd）
盛大游戏（Shanda Games Ltd）
伊顿万斯公司（Eaton Vance Corp）
法国雅高国际酒店集团（Accor SA）
美国模拟器件公司（Analog Devices Inc）
澳洲工程公司 （Ausenco Ltd）
波士顿啤酒有限公司（Boston Beer Co Inc）
驯鹿咖啡有限公司（Caribou Coffee Co Inc）
卡纳文石油有限公司（Carnarvon Petroleum Ltd）
中国航空油料有限公司(新加坡)有限公司（China Aviation Oil (Singapore)
Corp Ltd）
中华电信有限公司（Chunghwa Telecom Co Ltd）
美元树公司（Dollar Tree Inc）
菲尔创纳有限责任公司 （Filtrona PLC）
美国福斯公司（Flowserve Corp）
福陆公司(F... 阅读全帖 |
|
p********o
发帖数: 8012 | 26 对冲也一般是当年的，如果一直低，终究都停产。尤其是novagold这样的大矿，基本不
会继续建设，投产又要延后好几年 |
|
a**i
发帖数: 608 | 27 应该是大 FUND 里 2011 ytd performance 倒数第一。
旗下几个FUND 都跌很多，唯一的亮点 gold fund 最近也遭重创。
所以这行当就是3年河东，3年河西。
Paulson's Advantage Plus Loses 46% in 2011 Through November
Kelly Bit, ©2011 Bloomberg News
Dec. 5 (Bloomberg) -- John Paulson, the billionaire money manager having his
worst year, has lost 46 percent in 2011 through November in one of his
largest hedge funds, according to an investor update obtained by Bloomberg
News.
Paulson's Advantage Plus Fund, which seeks to profit from corporate events
such... 阅读全帖 |
|
g********5
发帖数: 10335 | 28 Allied Nevada Gold (AMEX: ANV)
Anatolia Minerals (TSX: ANO)
Chesapeake Gold (TSX-V: CKG)
Detour Gold (TSX: DGC)
ECU Silver Mining (TSX: ECU)
Extorre Gold Mines (TSX: XG)
, Fronteer Gold (AMEX: FRG)
Gabriel Resources (TSX: GBU)
Goldgroup Mining (TSX: GGA)
Golden Minerals (AMEX: AUMN)
Guyana Goldfields (TSX: GUY)
HudBay Minerals (NYSE: HBM)
International Minerals (TSX: IMZ)
International Tower Hill Mines (AMEX: THM)
NovaGold Resources (AMEX: NG)
Pan American Silver (Nasdaq: PAAS)
Paramount Gold & ... 阅读全帖 |
|
g*****u
发帖数: 14294 | 29 他们那个GLD是拿了有时间了。占15+%的仓位。
2Q2010 to 3Q2010 Continued Positions
Asset Name Class % Portfolio Shares % Shrs Chg.
‘SPDR Gold Trust' ‘GOLD SHS' [16.7200] [ 31500000] [ 0]
‘Bank of America C'‘COMMON' [10.5200] [167794229] [ 22]
‘Citigroup Inc.' ‘COMMON' [ 8.3100] [506700000] [ 20]
‘Anglogold Ashanti'‘SPONSORED ADR' [ 8.2400] [ 43749864] [ 7]
‘Hartford Financia'‘COMMON' [ 4.2500] [ 44000000] [ 0]
... 阅读全帖 |
|
g*****u
发帖数: 14294 | 30 【 以下文字转载自 Stock 讨论区 】
发信人: guanjiu (老蝌蚪酒倌), 信区: Stock
标 题: 来看看Paulson & Co. 4Q2010都倒腾的啥
发信站: BBS 未名空间站 (Tue Feb 15 01:15:47 2011, 美东)
清仓
'Name' 'Class' '% Value' 'Shares'
'HEWITT ASSOCS INC' 'COMMON' [1.6700] [ 7600000]
'NBTY INC' 'COMMON' [1.4600] [ 6100000]
'MARINER ENERGY IN' 'COMMON' [1.0600] [10000000]
'MIRANT CORP NEW C' 'COM NEW' [0.7900] [18203321]
'BURGER KING HLDGS' 'COMMON' [0.5200] [ 5000000]
... 阅读全帖 |
|
y*****l
发帖数: 5997 | 31 Sunday - October 10, 2010
Symbol Company Estimate Range Actual Surprise
AMAP AutoNavi Holdings Ltd
$0.07$0.09
-- --
CRI Carter's Inc
$0.72$0.76
-- --
TRIB Trinity Biotech PLC
$0.11$0.14
-- --
Estimate Range Concensus Estimate
AnnualQuarterly
Monday - October 11, 2010
Symbol Company Estimate Range Actual Surprise
CHSP Chesapeake Lodging Trust
$0.12$0.15
-- --
CGX Consolidated Graphics Inc
$0.59$0.59
-- --
ENZ... 阅读全帖 |
|
