Jump to content

bello

Member
  • Posts

    2414
  • Joined

  • Last visited

Everything posted by bello

  1. bello

    PLA

    In reply to: Nuttyboy on Wednesday 02/07/08 04:05pm NKP did a recent presentation which is worth listening to or reading . PLA is mentioned in a market cap to resource table comparing some peer platinum stocks . Worth researching that presentation imo .
  2. bello

    NKP

    In reply to: Zombie_44 on Thursday 13/09/07 11:48am NKP will be overdue tomorrow (on their recent presentation guidance) in regards to their JORC resource upgrade . Already the NPV is valued at $9 Billion so any further upgrade underlines massive discount here . Presentation also pointed to some form of corporate negotiation being underway with near term revelation to the market .
  3. Time to revive the ODY thread : ODY is effecively a holding shell of MAE shares after their projects were bought out by MAE for scrip . Approximately 2 ODY shares buys you exposure to one MAE share (0.474 MAE per ODY share). 50000 ODY @ 43 cents = $21,500 and represents exposure to 23700 MAE shares . Of course you can also buy 23700 MAE shares but that will cost you $30336, or 41% MORE than buying ODY for the same investment portfolio and project exposure ($8836 more expensive to buy MAE than buying ODY) Of course true parity may never be reached with MAE but currently the valuation anomoly is 41% cheaper at ODY . Disc : I hold both ODY and MAE
  4. bello

    MPO

    QUOTE (pukin @ Tuesday 24/06/08 07:39pm) Thanks for sharing Pukin . I feel the interest today was due to the fresh BG bid for Origin . People need to realise that this s not a short term trend . The investment is eager and now getting aggressive . MPO is the sitting duck for corporate action .
  5. bello

    MAE

    In reply to: jsbert on Tuesday 24/06/08 07:15pm It didn't look illiquid today, but it has in the past . 5,000,000 million traded at ODY and 1.6 million at MAE . Only 58 million shares out there . I suggest I was not the only one who noticed the value anomally for those wanting to buy into MAE at a discount .
  6. bello

    MAE

    In reply to: bello on Tuesday 24/06/08 04:07pm Ignoring all the noise that MAE is in the hands of Goldman Sachs to be sold to the highest bidder, and focussing instead on the current valuation of $1.53 by the broker posted a few posts prior : 1 ODY will get holders exposure to 0.474 MAE (if approved by holders) . 100,000 ODY @ 42 cents = $42,000 100,000 ODY (@ 0.474 MAE) = exposure to 47400 MAE shares 47400 MAE shares @ $1.16 = $54,984 Therefore SAVE $12,984 by buying 100,000 ODY for exposure to 47400 MAE shares . If MAE is valued at $1.53 on current reserves then an investment in MAE is discounted by 32%, but investing in ODY as an alternative will give me a 72.5% discount at current ODY prices . Some suggest MAE will be taken over more far more than $1.53 . The anomoly is there . ODY is the far cheaper entry into MAE if the deal goes ahead . (Do your own calculations as mine may be faulty http://www.sharescene.com/html/emoticons/biggrin.gif )
  7. bello

    MAE

    In reply to: jsbert on Monday 23/06/08 07:58pm If the new ODY/MAE deal goes through it is worth accumulating ODY for exposure to MAE . More exposure fore less outlay . I now hold both .
  8. bello

    BMB

    In reply to: crystal on Monday 23/06/08 09:48am The chart is one thing that does not always do what you expect. A small ascending triangle pointed to a breakout last week but it failed ..... go figure . The fact is SSC is 140% off its highs and no doubt some will take that loss before the end of June, so it is a good value buy - its market cap is just $12 million now and a JORC report in July seem to be a reasonable coincidence for those looking to capitilize on sellers needs and news upside .
  9. bello

    BMB

    Market condition has stripped SSC back to the price where Intersuisse first recommended it . With a major JORC upgrade next month and a market cap of just $12 million "buy" before the end of June .
  10. bello

    MPO

    In reply to: annaliese on Friday 20/06/08 01:52pm It would seem that the purpose of the presentation is to highlight the Canadian interest, in particular, to potential corporate partners and North American institutons . I look forward to seeing what comes of it .
  11. bello

    NEN

    In reply to: inspector on Friday 20/06/08 12:49pm June is tax loss time (it is well off it's highs), Oil price is down, but maybe there is something else as well .
  12. bello

    BMB

    Further strong drill results pointing towards an even larger open cut mine next year in NSW .
  13. bello

    BMB

    In reply to: BoomTrader on Monday 16/06/08 03:14pm Would have expected a bit more sell volume before next news . Potentially a small ascending triangle forming again . If confirmed then mid 3's could be the next consolidaton phase .
  14. bello

    MPO

    QUOTE (dmayberr @ Wednesday 18/06/08 01:52pm) The valuations are the result of corporate activity including takeover and farmin/JV deals from international companies . They are not aspirational, but real . Many Australian investors obviously haven't recognized the increasing trend to future LNG demand globally . If anything I feel the price Petronas paid will be considered a bargain in years to come . Cheap gas days are numbered .
  15. bello

    SRX

    Singapore Doctors to Test Nexavar, SIR-Spheres in Liver Cancer By Simeon Bennett June 16 (Bloomberg) -- "Doctors in Singapore will this week start a trial combining Bayer AG's Nexavar and Sirtex Medical Ltd.'s SIR-Spheres treatments in advanced liver cancer patients. The city-state's National Cancer Centre plans to treat as many as 31 patients from Southeast Asia to assess whether the combination of the two therapies stalls the progression of tumors and causes them to shrink, prolonging the lives of people with inoperable cancers. Nexavar, developed by Leverkusen, Germany-based Bayer with Onyx Pharmaceuticals Inc., has been shown to prolong the lives of sufferers and halt tumor growth, though it didn't shrink them. Perth, Australia-based Sirtex's tiny injectable SIR-Spheres can shrink tumors by carrying a radiotherapy drug directly to them, avoiding the damage to healthy tissue that's caused by conventional radiotherapy. The combined approach may help about 10 percent of patients regress to the point where they can have surgery to remove their tumors, said Pierce Chow, the study's leader, at a press briefing today in Singapore. More than 660,000 people worldwide die of liver cancer each year, making it the third most-deadly tumor, according to the World Health Organization. About two-thirds of cases diagnosed are in the Asia-Pacific region, where more than 8 percent of the population is infected with the cancer-causing hepatitis B virus. Bayer and Sirtex are each contributing S$1.5 million ($1.1 million) worth of drugs to the study, Chow said. Singapore's National Medical Research Council is contributing S$468,200. " ................................................................................................................................... http://www.sharescene.com/html/emoticons/ph34r.gif Note : Nexavar is owned by a Bayer Schering - a top 10 global Pharma company . The clinical collaboration is a very significant trial and apart from supplying drugs to the trial, the costs are being borne by Singapore . If it is found that the two treatments work with tandem benefit to patients then there will be enormous increased sales benefit to Sirtex holders and considering its current market cap is $170 million only Bayer will potentially be watching closely also as add on sales may offer an aquisitive upside to their own drug sales . SRX is stand alone in manufacture, distribution, marketing, clinics, training and sales . Bayer claims to have saved up to Euro 800 million in synergies since taking over Schering and one would assume a large pharma could easily save in synergies if little SRX was absorbed ..... Nexavar got almost two pages in Bayer's investor day report and to have SIRspheres trialled in collaboration with a potential blockbuster drug is enormous imo, and Oncology is one of four areas being ranked for signficant funds for growth at Bayer : http://www.bayerhealthcare.com/html/pdf/pi_190607_en.pdf
  16. bello

    MPO

    In reply to: dmayberr on Tuesday 17/06/08 02:16pm Dmayberr, MPO is already the cheapest of all the CSG companies for the 2P they hold in reserve . We know that reserve upgrades are highly likely from at least Harcourt, Gloucester and Mungi . Mungi is well into the developmental drilling stage and out of that comes revenue increase of an exponential rate . A broker suggested that corporate negotiation has likely been going on in relation to the Gloucester field, and Harcourt reserve upgrade was due last month . Further South African sales areements cannot be ruled out, and a potential farmout for Canadian acreage is also possible . With MPO news can be diverse, unexpected and trigger reratings . The general rule of thumb I have worked out with MPO is buy in the dips while you can, and be appreciative of the opportunity .
  17. bello

    AZA

    In reply to: db76 on Monday 16/06/08 04:15pm Yes, that is how I read it also, but NXS also become a major holder of ROC . I guess NXS will let know what they plan to do sometime soon .
  18. bello

    BMB

    In reply to: BoomTrader on Monday 16/06/08 01:04pm Probably not long now till we see another broker/analyst review BT . I was surprised to see the Intersuisse one so fast into the roadshow . If I were a broker looking to get my clients set, I'd target the pre June 30th tax timeframe and definately pre JORC release .
  19. bello

    AZA

    In reply to: macduffy on Monday 16/06/08 04:48am http://www.sharescene.com/html/emoticons/tongue.gif When a company gets its 3rd takeover/merger offer in 6 months they must be have something valuable . Well done to holders .
  20. bello

    BMB

    In reply to: BoomTrader on Friday 13/06/08 11:43am http://www.theaustralian.news.com.au/story...7-18261,00.html (Scroll down to last few paragraphs of the section where SSC gets a mention as a promising spec)
  21. bello

    BMB

    In reply to: BoomTrader on Thursday 12/06/08 02:46pm I am keeping an open mind on a shareprice post mining commencement . Gut feeling says 12-16 cents but if Peelwood continues to demonstrate potential for a lucrative mine then above 30 cents would not surprise me, especially if Fardy mine can fund a Peelwood mine and limit cap raisings . Near term I agree that 5-6 cents is probable . Depends how many brokers get behind the company .
  22. bello

    BMB

    In reply to: BoomTrader on Thursday 12/06/08 11:51am SScene used to be alot busier but I guess many have gone quiet as their favourite financial stocks have been hammered . Nothng blue chip about BNB lately . Lower than its first day of trading . 100% plus retrace from it's highs . In comparson SSC at 2.9 cents only appears to be a far safer investment with its management marketing the company to brokers and lining up a string of very positive announcements over the next 3 months . What price (conservatively) would you put on SSC when it is mining next year ?
  23. bello

    BMB

    In reply to: BoomTrader on Wednesday 11/06/08 07:15pm Hey BT did you see the "high grade copper" announcement yesterday after close . Seperate prospect altogether to the Fardy Zinc project which Intersuisse was recommending . I love diversity of projects .
  24. bello

    BMB

    QUOTE (BoomTrader @ Tuesday 10/06/08 08:05pm) Yesterdays gap up now closed and no doubt a few short term traders shaken out . The JORC report will certainly alert the market as to how cheap it is in market cap terms, but reality is that in August the final mine design is also released which will underpin the reality that this is a near term open cut mining reality . Management aim is for SSC to be a mid tier producer, so at this stage it is my intention to hold to see it out to fruition . Rare to get a sub ground floor ride up these days . If it were an IPO I imagine the initial floated market cap would be closer to $30 million, so current $14 million is ridiculous for such an advanced project .
  25. bello

    BKP

    In reply to: NEWBIE1 on Friday 06/06/08 12:28am Seems like only a year or two ago that every dog and his man was raving about this oilers massive prospective land holding . So here lies the truth . Not even oilers with prospects are safe from administrators http://www.sharescene.com/html/emoticons/thumbdown.gif Commiserations to holders .
×
×
  • Create New...