tag:blogger.com,1999:blog-3444942795499465384.comments2023-09-18T07:07:07.880-07:00Johnston-Sequoia ResearchJohnston-Sequoia Researchhttp://www.blogger.com/profile/05865359932328255080noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-3444942795499465384.post-5120158576466339602019-08-19T00:12:01.797-07:002019-08-19T00:12:01.797-07:00Do you want to make an acquisition? While providin...Do you want to make an acquisition? While providing our Michigan buy-side advisory services, our investment bankers will walk you into the entire process from start to deal signing – determining potential targets, vetting the best candidates, helping structure the deal, providing post-closing integration and everything in between. Communicate us to avail <a href="http://www.micapitalservices.com/archives/services/archives-services-mergers-and-acquisition-advisory" rel="nofollow">buy-side advisory services in Michigan </a>.MI Capitalhttps://www.blogger.com/profile/12111415468046788964noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-28110573619429111432017-09-04T09:30:12.905-07:002017-09-04T09:30:12.905-07:00The accurate forex signal market incorporates of m...The <a href="http://www.hotforexsignal.com/" rel="nofollow">accurate forex signal</a> market incorporates of millions of buyers and traders from throughout the globe and is installation on a solid basis. A number of the first-rate capabilities of the market that differentiate it from the alternative monetary markets are the big extent of trade, the geographical dispersion of the investors and the markets, the truth that the market works 24 hours a day for the duration of the week, the usage of leverage.Forex Signalshttps://www.blogger.com/profile/17548761482522400020noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-27906990788026163372015-11-20T02:03:44.621-08:002015-11-20T02:03:44.621-08:00Market Research Engine provides a full range of ma...Market Research Engine provides a full range of market research services and resources. Everything from supplying online panel samples, to survey programming, research design and project management.<br /><a href="http://marketresearchengine.com/reportdetails/global-lignin-lignosulfonates-kraft-lignin-market-report" rel="nofollow">Lignin Market Research Report</a>Market Research Enginehttps://www.blogger.com/profile/00847873442553164904noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-68833958368463345582013-09-20T08:09:23.147-07:002013-09-20T08:09:23.147-07:00Matt: An excellent tour de force on Cote d'Iv...Matt: An excellent tour de force on Cote d'Ivoire and on Sama. Fantastic pictures and very informative text. My congrats.<br /><br />Tom DroletAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-1845125512472685252013-02-23T10:06:47.255-08:002013-02-23T10:06:47.255-08:00Matt: I have again seen a master weaver of stor...Matt: I have again seen a master weaver of story lines and common threads at work. There is nothing like a set back or two (Barrick) to get Management's attention to get to solid ground, known terrain and the basics..<br /><br />Great compilation.<br /><br />Thxs again Tom DroletTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-7705156681572339952012-09-17T04:56:27.358-07:002012-09-17T04:56:27.358-07:00Matt: Given what has happened in Quebec (the marg...Matt: Given what has happened in Quebec (the marginal PQ election), I appreciate this lead as a possible up an comer gold crop with quite decent gold concentrations. I will adopt (this time) the well honed practice by Matt J of buying on pull backs (I may even try 0.25 cents, just to try and beat the master)<br /><br />TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-13184800675098590652012-08-25T04:46:02.197-07:002012-08-25T04:46:02.197-07:00Matt: Patience is indeed, a virtue. TomMatt: Patience is indeed, a virtue. TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-74672929744833648452012-05-27T05:52:20.690-07:002012-05-27T05:52:20.690-07:00Matt:
As always, a fine collection of thoughts ...Matt: <br /><br />As always, a fine collection of thoughts and an insightful look at long term wealth creation... and, as you point out as even more important ... wealth retention. I can add very little to your piece.<br /><br />Jim Rickard's focus on the three 1/3 rd's focus on land, art and gold is a keen observation of the ultra rich. For us lesser beings and want-a-bees living in a truly different age and circumstance... I would shorten that list to land and gold .... and then add my own 'new 1/3' of a well founded, hopefully well paid profession that allows the stable income that gives one the time and the personal stability to gradually amass the first two 1/3 rd's.<br /><br />There is basically no support in modern society for the arts as per bygone eras. Most talented artists have to work 2 jobs and then find the time to perfect their talents. This is not the formula that will produce a perpetuation of valued art from this current society.<br /><br />I do want to make a personal observation about a modern tendency which I would define as a lack of desire of people to not want to physically relocate in order take advantage of opportunities for wealth generation and career advancement. <br /><br />In the last 2 generations professionals would move consistently to the next job, the next chance at advancement. The current up and comers have, in my observation, rejected that ethic of mobility. They have in major part rejected that old life style in favour of stability of the family, stability of job location (even though they may change jobs constantly in that stable location). The 2 parent working family has reinforced this new paradigm.<br /><br />Of course, cheap airfares, fantastic advances in the technology of communication (the internet, Skype etc.) have enabled this new lifestyle of locational stability.<br /><br />My point is not to wish for a return to the old ways... but... au contraire...to point out that society, through major technical advances, is in fact allowing new pathways for wealth generation and retention at the same time as allowing locational stability.<br /><br />I believe that the Income Mobility trends issue that you explore above is about to be turned on its ear in this new 'Information is King' age. <br /><br />Those stats in your Nation State chart above will be passe in 20 years time. There will be less and less national tendencies for defining Income Mobility in that way. <br /><br />It will all come down to the individuals’ ability to take advantage of the information available to all of us for personal wealth creation (where ever they live).<br /><br />Then ... as you say… go stuff that wealth into gold and land.<br /><br />TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-91683572530755173792012-04-07T13:46:36.763-07:002012-04-07T13:46:36.763-07:00Matt:
After a write up like that I better hurray...Matt: <br /><br />After a write up like that I better hurray up and complete my position :-). Coincidence.. while reading your write up, I realize that Vicky Sharpe of SDTC that has given a total of $6M + in grants... she and I worked together in the Old Ontario Hydro. Great to see her name again in print. One thoughtful and technically competent person. If she is on their side (obviously), then so am I.<br /><br />Lignol management--world class. Technology (patented) -- world class.<br /><br />But sponsored grants will not move the share price.<br /><br />The problem I see here is the obvious issue with the share price. Production is the only issue that will solve this situation... and, I do not get any feel from their website of an immediacy.<br /><br />It would appear that partnership or, a take-over is the end point here unless they can get the share price up in some way soon. Otherwise.. dilution will take its ugly hold and force a future that does not appear to be desirable to Management.Tomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-84692946747514097192012-03-25T15:24:53.388-07:002012-03-25T15:24:53.388-07:00Matt: a long term retail holder of SNT am I. Agai...Matt: a long term retail holder of SNT am I. Again--an all inclusive review from you that brought in an issue that I had not considered in regards to SNT. The Major Pharma's need to fill their half filled and leaky pipeline. That begs the question of initial success in these 3 trials (too date). Should they be successful... then one hopes the shares are in majority friendly hands.<br /><br />On the worry side (there is always a worry side), the time to administer (6 weeks) and observe (no time given) on the initial trial is way over market expectations. We are approaching April 1, and nothing stated re the initial trial efficacy and safety. The PR fillers of the $ 1 Million private placement and the 2 new trials is all well and good (very good in fact)... but Management has to do a much better job of explaining the process side of administering and observation.<br /><br />Overall I have accumulated enough for now. I will await the results of trial 1... and then act accordingly. Should the results meet market (and , of course) Management's expectations, then I will accumulate more on the way up from 30-60 cents.<br /><br />My experience with all junior R&D driven pharma's is its best to go on real progress... not just original science. I have burned on issues of drug developments for Congestive Heart Failure (a family issue in my gene pool) and cancer before by accumulating too much, too soon.<br /><br />Thxs for the great review.<br /><br />TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-29148140638480242462012-03-04T06:04:30.858-08:002012-03-04T06:04:30.858-08:00Matt:
I am reminded, after reading your great su...Matt: <br /><br />I am reminded, after reading your great summary and watching the video of the energy equivalent of using horizontal drilling and fracing to find (and release) copious heretofore<br />undiscovered quantities of natural gas.<br /><br />Technology is doing it again... limits in a mature business are pushed back by the application of new ideas.. new technology.<br /><br />This one looks particularly interesting.<br /><br />Thanks for bringing it forward to our attention. I bought a bit of NGE.TSXV on Friday. Now, if we were just able to focus (within NGE) on those specific discoveries that have the highest concentrations of gold.<br /><br />TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-40248974467867223242011-12-06T06:06:40.446-08:002011-12-06T06:06:40.446-08:00Matt: A truly progressive story on Rye Patch. Th...Matt: A truly progressive story on Rye Patch. The exploding share price is testament to the hope for RPM:TSXV, OTC:RPMGF and by extension, the whole region. 80 % in one day!! <br /><br />Thanks for pointing out. It's like a regional jig saw puzzle that is gradually filling-in.<br /><br />I like to think of the Black Ridge fault which runs through all the companies properties that you mention above, as the 'Backbone of Value' in the tight region in the Google earth picture above. The body is filling out all around that backbone--and the area is maturing into the place to be for gold and silver production in Nevada.<br /><br />As you mention, Terraco Gold's Moonlight property is the last part of the backbone to be explored. I cant wait to see what muscle and sinew exist in this northern zone.<br /><br />TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.comtag:blogger.com,1999:blog-3444942795499465384.post-67256217286396247782011-11-03T16:38:36.879-07:002011-11-03T16:38:36.879-07:00Matt: this is one that has much meaning for me--f...Matt: this is one that has much meaning for me--from a family history point of view. I have followed it very closely in the form of discussions with management (Dr Les Browne)--the innovator (Dr John Thompson) and our Morning Notes analyst extraordinaire and officiando--Dr Mike Berry.<br /><br />It all come down to this MM trial--I agree the agricultural applications have meaning--but as an adjunct to what I see as the early the profit center X10 compared to agriculture (in the short to middle term). For the long term--and thinking of a world with more people, therefore the need for greater crop density and productivity--we have in SNT--a double winner. Crossing all my digits for these first trial results in early January.<br /><br />TomTomhttps://www.blogger.com/profile/16688142099772539563noreply@blogger.com