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Waterfront

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  1. Nice idea but, it doesn't phase out fish oil so where is the fish oil sourced from. >80% of the world consumption of fish oil is within the aquaculture industry - It must be currently derived from the production of fish meal for aquaculture, pig, chook feed etc etc. The wild catch still needs to happen unless genetically modifed crops can produce the same. Unlikely pesently I'd say. I find it very interesting the australian salmon industry has increased the ave Hogg size of production from less than 3Kg to more than 5Kg over a period of 5 - 6 years. Certainly some of this is accounted for in improved practice and environment but of concern to me is the fact that over this same period industry use of antibiotics has increased from 15Kg per annum to over 40 tonnes per annum - a huge incease. For a disease free stock this prophylactic administration of antibiotics appears more of a growth accelerator than anything. Very interesting that Canada phased out using antibiotics in its industry but with the introduction of senior managers from Canada in the Australian industry use of antibiotics has increased by 250,000%. Pure Tasmanian indeed. Cheers
  2. In reply to: triage on Tuesday 04/03/08 06:41pm Triage, wild caught Bluefin is strictly regulated by a quota system. CSS is currently restricted, in terms of intial biomass, to catching as much as its held quota allows. On growing is then allowed once live caught biomass is ascertained and agreed with authorities (for deduction from quota). Once the tuna lifecycle is reliablely closed and they are producing their own seed stock then organisational growth will be only limited by market demand as wild caught quota will not apply. Reliablely closed lifecycle is key as they need to replicate hatching and rearing through multiple larva stages in commercial quantaties before it is truly a goer. Very good progress however IMO. FYI
  3. Waterfront

    ICP

    G'day Can anyone help? This coy is not dual listed is it - on the Berlin exchange? This URL suggests otherwise http://investing.businessweek.com/business...p?symbol=ICP.BE Does this URL give anyone else International Concert Atractions - Berlin Stock Exchange and if so ??? There is another ICP code in Berlin but it trades at around 14 Euro as opposed to the 0.07 Euro in the above URL. http://www.sharescene.com/html/emoticons/wacko.gif
  4. Waterfront

    ICP

    Hi not sure if someone has posted this This announcement was made on the 14/06/07 by LG N-Sys and was titled "LG N-Sys enters global ATM market". The next day ICP got wriggling again. from http://www.lgnsys.com/eng.html for your info On June 13th, LG N-Sys (CEO Chung, Tae-Soo, http://www.lgnsys.com) announced a strategic alliance with ICA (CEO James Manny) and Neo Technology (CEO Kang, Jeong Seok, http://www.neotk.com) to target the global ATM market. Through this triangle partnership, the three companies plan to expand into the overseas ATM market and cooperate to strengthen their marketing networks. Based on its original mechatronics technology and production capacities, LG N-Sys has a competitive advantage in core modules for overseas ATM markets (including North America, Europe, and Russia). The company expects to gain synergies in developing and producing ATMs for export by partnering with Neo Technology, a Korean company that specializes in ATM modules and set exports. Also, by cooperating with ICA (International Concert Attractions, Ltd., listed in Australia) a company with an established ATM business network in China, LG N-Sys expects to minimize entry barriers to the Chinese market. Although Korean ATM companies gained a windfall of approximately 1.1 billion USD from the government's issue of new bills and the resulting need for new ATM equipment, the market's growth will probably dwindle significantly in the next few years. The new alliances formed by LG N-Sys will help the company find new markets to overcome the limitations in the Korean market. Chung Byung-Sun, head of the ATM division, commented, "This is our first year of exporting ATM set products, and our sales target for 2008 is approximately 32 million USD. We will first use China as a test market and establish an office there. We plan to use the networks of our local partner companies to target smaller regional and municipal banks in China. Through the success of China, we hope to expand ATM set exports to the global market including North America and Russia." Cheers
  5. In reply to: billion on Friday 30/03/07 12:35pm closing the bluefin biological loop - which they are well on the way to doing - will be massive! the science is very long term though clearly. CSS also have some diversity with its Yella Tail Kingfish. Native species is the key. Very different to TGR which are growing Atlantic's (cold water species) in an increasing warmer environment. TGR currently putting runs on the board directly due to their Nortas and Aquatas aquisistion which gave them significant exposure to farm sites in Macquaire Harbour (brackish cooler water) where marine issues (such as gill disease) are somewhat mitigated. They have them absolutely stacked here so they need to hope that the retrovirus identified a few years back doesn't bite! Disease is the risk. I like CSS and hold for the long term. Cheers
  6. Waterfront

    UMC

    fantastic research JJP - well done. Top of the UMC class http://www.sharescene.com/html/emoticons/graduated.gif
  7. Waterfront

    THX

    In reply to: Zaitech on Thursday 18/01/07 03:43pm Hi Zaitech, yes it certainly appears to be in breakout mode. I'm interested how you have played this one - i.e. did you hold throughout? It has been a little dissapointing after initial run up last year. I only ask as I respect your trading capacity and varying strategies and wish to continue learning. Hope you don't mind. Thanks in advance.
  8. Waterfront

    THX

    G'day - I posted this at the other joint. THX is frustrating me - heaps of potential but...... http://www.sharescene.com/html/emoticons/grrr.gif gee the SP is languishing now under 40c. I am forming the view that THX needs to determine its station in the mining sector. The spinning off of assets like previously mentioned may give short term up side but in my opinion does not deliver medium to long term value to best effect. If you look at UMC and ROY both registers are heavily populated by the Crabbs/Richardson et al – quite a dynasty being built. They indicate that Element92 will need $10 million for exploration etc then Lamboo needs funding and no doubt Copernicus will need funds. Given that THX holds investments and cash in excess of $14 million - (UMC + ROY + ALZ.TSX + cash at bank) - realised these funds would go a long way to funding exploration into the future. Agree that UMC appears a particularly exciting investment - but THX is not an investment vehicle - imo. This week THX external investments equated as follows : note that these figures are reflective of market prices from the other day (this week) and are not reflective of today (but close). UMC - (THX holds 21,350,000 heads, 5,000,000 31/07/08 exp 20c strike and 12,116,667 31/07/09 exp 20c strike) - Value to THX @ 33c UMC = $9,900,000. ROY - (THX holds 885,515 heads) - Value to THX @ ROY = $164,000. ALZ.TSX - (Aldershot - THX holds 2,500,000 heads) - ALZ.TSX has broken out of trading range and spiked nearly 100% since 18/12/06) - consolidating now. Value to THX at ALZ @ .525c Canadian = $1,400,000 AUD. Cash - assume + $3,000,000 (given cash at hand, capital raising and some oppy conversion). Maybe concervative but indicative. This gives THX right now in the vicinity of $14 - $15 million funds easily realised. Given THX is trading this morning at .39c and with 101,663,370 shares on issue currently THX is capitalised at $39.5 million. Its investment and cash reserves represent +36% of THX’s market cap. THXO are also in the money with another $3,000,000 if converted. I think it well time we see some economic models of the Copernicus project so we can see how cash flow positive (after production costs). It feels a myth at this stage – but is fundamental to THX’s future. How about selling Copernicus and focus of Uranium if tenements are a flash as they seem. Please discuss.
  9. Waterfront

    GBG

    In reply to: Ooops on Friday 01/12/06 10:46am Certainly looks confirmed. Plenty of volume again today - looks like the register is getting a good redistribution.
  10. Waterfront

    GBG

    In reply to: Ooops on Thursday 30/11/06 11:04am 3.1 million volume already @ 11.30 is pretty heavy volume imo. Lots of volume in xtrades today. Looking for a close above .56 for confirmation of breakout (high of .56 13/11 and 16/11). Seems like it wants to trade a little higher atm.
  11. Waterfront

    THX

    In reply to: Waterfront on Wednesday 25/10/06 10:00am QUOTE Must now hold 44c and would not be surprised to see this level tested again. Testing it all right - in fact 42c low. http://www.sharescene.com/html/emoticons/mad.gif 1/4ly report in the next day or so. http://www.sharescene.com/html/emoticons/unsure.gif
  12. Waterfront

    THX

    In reply to: awol on Wednesday 25/10/06 09:39am Well the following is certainly a bonus then awol. I'm trying to gain a handle on the net cash THX stands to gain in the 2 next fy from the open cut Copernicus mine. THX share will be near 2,000 tonnes of Ni which at todays Ni price of >$32K US/t is a lot - of course before production cost of which I have no idea. So the coy should tell us imo. I posted this elsewhere the other day. Copernicus JV of which THX have a 40% interest - SMY 60%. I just checked out the SMY annual report out today and found the following - "The Company (SMY) continues to seek growth through exploration, acquisitions and joint ventures. We raised further funds from shareholders during the year to enable us to pursue these opportunities. To that effect we earned a 60% interest in the Copernicus Project which has increased the resource available to our Sally Malay mill. In addition our exploration activities have extended that resource with success on the Copernicus Deeps. We will continue to build on our resource base in the coming year and hope to be able to report further successes in the near future." "The dispute with Thundelarra Exploration Limited over the Copernicus Project was settled on mutually favourable terms in April which should allow for the mining of the open cut resource (355,000 tonnes at 1.14% Ni) to commence in 2007, subject to receiving all necessary approvals. Drilling of the Copernicus Deeps resource is ongoing and results to date indicate that the resource continues to at least 300 metres below surface." Of most interest to me was the SMY production forecast matrix where-by for forward production ex Copernicus they highlight 1.3%Ni, 0.6%Cu, .05%Co 07/08 300Kt opencut (production) 07/08 50Kt opencut (production) 11/12 50Kt underground (potential production) 12/13 350Kt underground (potential production) 13/14 500Kt underground (potential production) 14/15 625Kt underground (potential production) 15/16 475Kt underground (potential production) That equates to 30,550t Ni + the other bits. It appears that SMY have an expectation that Copernicus will produce the goods underground (yet to be proved) given they are now factoring the same into their models looking forward. Roughly at todays prices we are talking a out of ground value for Copernicus metals of over a $1,000 million (?quick calcs?) of which THX has a 40% interest. Even the opencut proved resource will be a good clip for THX in the next year or so. Add Ediston, uranium, UKD, ............... http://www.sharescene.com/html/emoticons/smile.gif THX seems to be lining the ducks up and is undervalued IMO. Please discuss - DYOR
  13. Waterfront

    THX

    Hi, promising move yesterday. the close above 44c was nice to see. There is however, congestion to 48c before break is confirmed imo. Must now hold 44c and would not be surprised to see this level tested again. The overhead downward trend line interestingly connects to the THX peak share price $1.09 (April 2002) - maybe insignificant aside from recent shadow top resistance (?). I redrew the fibs using the top of the recent .48c spike high. Comments appreciated. I hold a few THXO's which are lagging and show that there is still uncertainty in the break - at least from some oppy sellers point of view. Cheers
  14. Waterfront

    THX

    end of business chart from friday. Comments appreciated. As you say Halba - needs something to pop it and am hoping for the same in the near term - announcements pending IMO. Looks like more sideways atm with some selling down late friday arvo. I'd luv to see a close above 44c this week - ideally nearer to 50c http://www.sharescene.com/html/emoticons/cool.gif . Who knows. Cheers I hold a few THXO.
  15. Waterfront

    THX

    Hi seems reluctant to break-up. Anyway my effort posting a chart herewith. I hold a few options THXO. Cheers
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