... my blog posts, enjoy 

#jarobuys SILVER, acadian mining, kws saat, bravo venture
Posted 09-19-2009 at 06:00 AM by jaro g.
[Show Appreciation]
What's This?
Updated 06-15-2010 at 07:13 PM by jaro g.
Updated 06-15-2010 at 07:13 PM by jaro g.
Tags
#jarobuys
,
#jarosells
,
bravo venture
,
kws saat
,
silver
folks, after our cheaper than expected vacation there is still some money left into my pockets => let's go shopping :-)
ps: when is the best time 2 sell gold/silver and gold/silver stocks? i think we could use the gold-dow-ratio as an proper indicator again. let's think about selling when the ratio will reach levels bellow 3. what's your opinion?
pps: addendum 06/16/2010: buy silver and if the market crashes buy more ... this investment stuff is so damned easy! what a chart, what a wisdom

silver 1999 – 2010 (source: http://www.wallstreet-online.de)
well, just 2 be honest, the 60% crash in 2008 wasnt easy at all :-)
.
- silver long $17.33 (incl. spread, no commissions) - i thought the silver price will bounce back up 2 days ago, it didn't ... therefore i expect my stop loss limit @ 16.93 will become active soon if it already didn't yesterday evening as i can't open my trading platform just now (that would be a loss of $40 per 1 CFD contract) ... #jarosells silver @ $16.93, my position got wiped out. i'm not sure if the silver future actually fell bellow $16.99 on friday as my favorite commodity-price-website shows the daily low $16.99 instead. i will check that later, but just in case when silver will not fell bellow my limit on monday in some more regular way ... anyway, my OTC broker is also the market maker in that CFD trading platform and thus 'allowed' to make its own quotes ...
- acadian mining €0.054 (without commissions) again! - one of very few precious metals explorers/producers where the share price didn't advance 20-50% in the last month in the recent GOLD bull market upswing ... i think the share price of acadian mining could start to reflect that soooo positive news flow soon, what's your opinion?
- bravo venture €0.336 (without commissions) - like acadian, bravo also didn't advance much in the last 4 weeks, yesterday it even fell bellow my purchase level. let's watch how will that position develop in the next months/years :-)
- kws saat €114.6 (without commissions) - well, i had no extra 200 €uros few months ago 2 buy 2 shares when that big german agricultural (seeds) producer (watch out, monsanto!) quoted bellow €100. even with the commission of €10 my avarage price would stay bellow 100 €uros. on wednesday i've bought 3 shares and moved that position from my watchlist into my portfolio finally! i liked the owner structure of that traditional stock (est. 1856) as there are still 2 families who own a major part of the company (56%) and i'm sure that unlike bonus-oriented-managers of common stock companies the owners wish that the company will provide profits also for their next generations. let's take part in that! btw, a buddy of mine is a remote relative of the actual owners, that's the reason i know the company :-). a small bonus 4 mathematicians among us: folks, what do u think, at what price would my profit on 3 a little bit more expensive purchased shares overweight the profit of 2 cheaper purchased shares? in the 1st step (to make that exercise easier) pls do not consider the dividend of €1.70 per share in your calculations, but 2 get the whole 'picture' u should do it in the 2nd step, will u? hmmmmmm, did warren buffett say that the biggest part of the profit in stock investing is in the cheap purchase price? or was it someone else? it's prolly right ... the solution for the 1st step of our '3 vs. 2 shares computing game' shows that the break even point will be reached at about the €150 level! there is still a long way 2 go, isn't it?
ps: when is the best time 2 sell gold/silver and gold/silver stocks? i think we could use the gold-dow-ratio as an proper indicator again. let's think about selling when the ratio will reach levels bellow 3. what's your opinion?
pps: addendum 06/16/2010: buy silver and if the market crashes buy more ... this investment stuff is so damned easy! what a chart, what a wisdom


silver 1999 – 2010 (source: http://www.wallstreet-online.de)
well, just 2 be honest, the 60% crash in 2008 wasnt easy at all :-)
.
Total Comments 12
Comments
(Must register to comment)-
Hi Jaro,
very simple and meaningful your dow-gold ratio... You say let's get out at 3? The problem is that gold is manipulated. Will they allow gold to reach that level without selling all the bars they've got in the cellar? Hmmmm.
Have a good trade,
massimoPosted 09-19-2009 at 05:18 PM by tradermax
[Show Appreciation]
What's This?
-
hi massimo,
well, they can manipulate the price of everything for a while and the price of gold much longer (because of the 'unused' bars in the central bank cellars), but not forever, i think :-)
... and they do more speak about their gold selling than really do it, isn't it? just think about the 400 tonnes of IMF's gold for the poor countries ... the rich NEVER, NEVER, NEVER sold gold in order to help the poor! IMHO they will not do that this time either. what's my guess? there is some really rich guy/organization/country who are going to get/buy all that shiny gold, isn't it? the poor are just for the media
(Posted 09-19-2009 at 06:05 PM by jaro g.
[Show Appreciation]
What's This?
-
Hi Jaro,
yes, it sounds a little bizarre: 400 tons of gold to help the poor countries...Hmmm, ok maybe they are going to do something to help the poors (wanna feel good tonight), but by the way they are also going to flood the market. We'll see...
If you're interested in gold I suppose you know Franklin Sanders: his articles are always very humorous and he's a gold and silver fanatic. If you don't know him yet, have a look at Gold Price
Bye, have a good trade,
massimoPosted 09-20-2009 at 03:36 PM by tradermax
[Show Appreciation]
What's This?
-
here we go!
folks, concerning GATA's newsletter is china going 2 buy all that IMF gold ... so we can forget the poor countries ... let's concentrate on the strong & rich & their actions instead
....
China reported to consider buying IMF gold
Submitted by cpowell on 05:32AM ET Monday, September 21, 2009. Section: Daily Dispatches
By Eadie Chen and Tom Miles
Reuters
Monday, September 21, 2009
http://in.reuters.com/article/domesticNews/idINSP48213620090921
BEIJING -- China is considering buying gold being offered for sale by the International Monetary Fund, Market News International said on Monday, citing two unnamed government sources, but the report could not immediately be confirmed.
"China will consider buying if the price is right and the return is relatively high," MNI quoted one of the government sources as saying.
Gold, which had dipped just below $1,000 an ounce, rebounded to $1,003.45 after the report. That would put the market value of the 403.3 tonnes on offer from the IMF at close to $13 billion.
... and so on
...Posted 09-21-2009 at 05:10 PM by jaro g.
[Show Appreciation]
What's This?
-
Posted 09-21-2009 at 09:33 PM by forexer
[Show Appreciation]
What's This?
-
well, i went XAU & HUI & other gold/silver stocks LONG with all money available - as for now with huuuuge success !
folks, that's prolly the best day ever 4 my gold/silver stock... on Twitpic (today was prolly my best day on the markets and the losses of the last 2 trading days are more than balanced...)
chakkka!
jaro :-)
p.s. i've increased my holdings in small gold producer (in panama) Petaquilla Minerals Ltd. (PTQ-T), but that stock fell today => ??? => what a strange behaviour as its peer group rose significantly => ??? => hopefully there is not anything wrong with Petaquilla
Posted 09-22-2009 at 05:45 PM by jaro g.
Updated 09-22-2009 at 06:01 PM by jaro g. [Show Appreciation] What's This? -
bought additional 3,000 acadian shares 2day :-)
after 1 or 2 weeks got my limit order for acadian mining @ german stock exchange finally filled! i didn't expect it anymore, because i offered all the time 10% more than the 'regular' canadian price, but the was no volume in germany at all, anyway. well, its a well known problem for all micro cap investors, isn't it?
why not to order in canada (toronto's TSX or TSX-V) directly? well, i could afford to invest just about additional 200 €uros and for such a small order does the disadvantage of high canadian commissions overweight the regular purchase price by far :-)Posted 10-05-2009 at 05:55 PM by jaro g.
[Show Appreciation]
What's This?
-
bought few more acadian mining shares
folks, i've bought few more acadian mining shares ... i've ordered in germany at about the 'translated' canadian price, got that stocks more than 10% CHEAPER than the canadian price would be
crazy german folks, it's unbelievable but it is always the same with popular vs. not so popular stocks and their prices


Posted 11-13-2009 at 11:08 AM by jaro g.
Updated 11-13-2009 at 11:22 AM by jaro g. [Show Appreciation] What's This? -
gold -2%, general stocks -0.7%, usd/€ur +1.22% => what 2 do on a day like that???
an easy one, isn't it? the folks out there think the gold stocks are going 2 become worth-less, let's take the other side of their fear-driven selling! i've bought next few thousands shares of acadian mining 17% below its 'translated' canadian price 2day
... they've sold for €0,041 instead of 'regular' €0.048. i think if i would decrease my yesterday's limit, i would get them even cheaper, but who cares? of course could the price in canada soon go even deeper than that, but there must be s.th. like a net assets value, book value of a company, cash reserves or the like, isn't it? btw, in that crazy october/november 2008 there were even companies selling below their cash account reserves! (that's what i call buying securities, you know? lol)
btw, the news flow @ acadian mining is fantastic, the bankruptcy danger already months behind us, so let's lean back and enjoy the $$ increase in that line of my (long term) investing account


Posted 12-17-2009 at 08:22 AM by jaro g.
Updated 12-17-2009 at 09:08 AM by jaro g. [Show Appreciation] What's This? -
hell, 2day is the moment i've understood what private companies are there for!
folks,
you still remember my purchase of few shares of KWS saat, the traditional german seeds/agriculture specialists? they are controlled by 2 families and there are just abt 33.1% of free floating shares on the market....
i'm just gonna 2 tell u the issue #2 from their AGM 2009 invitation (btw, the #1 was just some sort of 'hello folks' i think :-):
Re item 2 on the agenda: Resolution on the appropriation of the net retained profit
The Executive Board and the Supervisory Board propose utilizing the net retained profit of € 12,310,000.00 from the net income of KWS
SAAT AG for 2008/2009 as follows:
Distribution of a dividend of € 1,80 for each of the total of 6,600,000 shares € 11,880.000.00
Net profit brought forward .................................................. .................... € 430,000.00
----------------------------------------------------------------------------------------------------------
total .................................................. .............................................. € 12,310,000.00
The dividend will be paid on or after December 18, 2009.
now u also know the purpose of private companies, don't u?
hell, it is sooo easy! just 2 make money for the owners
Posted 12-18-2009 at 04:15 AM by jaro g.
Updated 12-20-2009 at 07:22 PM by jaro g. [Show Appreciation] What's This? -
folks, ive just increased the 'value' of my bet against mr. market concerning acadian mining!
ive bought 10,000 more shares 2day morning in germany approx 25% below the 'translated' canadian price (crazy stupid german folks, no additional comments needed :-).
where did my lovely fresh 430 €uros come from? well, there was the 1st payment of 350 €uros from the bankrupt solar energy bond issuer EECH ... lets hope there will be some other payments in the future, so the loss on capital invested (5,000 €uros) will not be that disastrous ... and lets hope acadian will make up part of that loss as well, of course
btw, i hate bonds like the governments + central banks hate the 'do-not-allow-exponential-deficits' gold standard, i think
Posted 03-31-2010 at 06:32 PM by jaro g.
Updated 03-31-2010 at 06:39 PM by jaro g. [Show Appreciation] What's This? -
have just found a loooong-term-silver-chart => thats prolly the big picture view, isnt it?
buy silver and if the market crashes buy more ... this investment stuff is so damned easy! what a chart, what a wisdom

silver 1999 – 2010 (source: http://www.wallstreet-online.de)
well, just 2 be honest, the 60% crash in 2008 wasnt easy at all :-)Posted 06-15-2010 at 07:00 PM by jaro g.
Updated 06-15-2010 at 07:11 PM by jaro g. [Show Appreciation] What's This?
























































