@eldo,
wieso sind dir nur die, die fallen, ein Rätsel?
Die, die steigen, sind es auch. ![]()
Mexico Mike zu den Impact Zahlen:
sehr schön beobachtet, dass sie mit drei Währungen arbeiten.
Wie gesagt, ich kann mit den Zahlen leben.
Kennt wer noch eine silver company, die verdient.
ich kenn nur capstone (ca 15 mille?, aber das verdienen sie mit den anderen Metallen). Aber die haben ihr Silber schon an Silverstone verscherbelt.
Verdient Genco noch was?
It was no coincidence IMO that IPT came out with that report late on a friday. I think the earnings were are total disappointment. The operating numbers were okay, but the market values a company on net earnings. To just dismiss the shitty numbers on the basis of a high Cando does not cut it, because the silver and base metals prices were also higher due to the same weak US dollar. I mentioned to Fred about a year ago that it was time to lock in some form of currency hedging. Nothing speculative, just an investment to insure against unprecidented Cando strength and ensure that the earnings do not go down the drain when converting operating results back into Canadian dollars. Perhaps the company will take the suggestion more seriously now.
IPT is still positioned to be a home run play in the future, especially if silver really breaks out, but lets not forget about delivering strong results quarter-over-quarter. At least now I know why the stock sold off with a 20% haircut during the last month. And probably EGD is also in the same boat.
cheers!
mike
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"Evil will always win because good is dumb." - SPACEBALLS
Der Spruch ist wirklich gut...... ![]()