Northern Dynasty -- 100-Bagger-Aktie....10 000 Prozent Gewinn...Rick Rule (Seite 1092)
eröffnet am 26.03.16 17:41:21 von
neuester Beitrag 19.05.24 09:43:17 von
neuester Beitrag 19.05.24 09:43:17 von
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ID: 1.229.009
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ISIN: CA66510M2040 · WKN: 906169 · Symbol: NAK
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Letzter Kurs 00:40:00 NYSE Arca
Neuigkeiten
| TitelBeiträge |
|---|
19.04.24 · Accesswire  |
17.04.24 · Accesswire |
15.04.24 · Accesswire |
Northern Dynasty Files Two Separate Actions: Seeking to Vacate EPA’s Illegal Veto and a Takings Case 15.03.24 · Accesswire |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,0000 | +53,85 | |
| 227,00 | +28,18 | |
| 595,55 | +15,26 | |
| 1,8373 | +12,72 | |
| 10,540 | +11,18 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 14,843 | -8,77 | |
| 0,5100 | -8,93 | |
| 1,9400 | -10,19 | |
| 9,7737 | -10,82 | |
| 0,5900 | -14,49 |
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Ich bin immer mehr davon überzeugt, dass der gestrige Short-Angriff von großen Adressen in Auftrag gegeben wurde. Dass so schnell nun mit einer Sammelklage gedroht wird, passt nur ins Bild. Hier wird alles versucht, um die Aktionäre zu verunsichern. Ich gehe eher davon aus, dass die Verfasser dieser Lügen vor Gericht landen. Das war in meinen Augen nichts anderes als Kursmanipulation und das mögen die Amis überhaupt nicht.
Antwort auf Beitrag Nr.: 54.322.589 von suedthueringen am 15.02.17 08:33:36Moin in die Runde.Weiss denn jemand,wann endlich mal Scott Pruitt im Amt vom Senat
bestätigt wird?
Kann nix finden,danke.
bestätigt wird?
Kann nix finden,danke.
!
Dieser Beitrag wurde von CommunitySupport moderiert. Grund: Kopie kompletter redaktioneller Inhalte, bitte Boardregel 5 beachten!
Hier der Wortlaut des o.g. Links, den man ja in voller Länge nur über die App lesen kann:
(einen Absatz fehlt, da Grafik nicht kopierbar)
Why We Bought Back Shares Of Northern Dynasty
Feb 14 2017, 16:55
About: NAK • Includes: NGLOY, RIO, TRQ
Summary
I have followed NAK since November 2010 and can explain why Anglo, Rio, and Mitsubishi walked away from Pebble Mine.
This afternoon, I spoke with Scott Cousens, a member of investor relations for Hunter Dickinson. I have confirmation from Scott management is Europe on a Marketing road show.
Specifically, management is meeting with high net worth investors and institutions in Zurich, Geneva, and London, among other cities.
I am writing to share why we bought back shares of Northern Dynasty (NYSEMKT:NAK). Late this afternoon, after management came out defending the company, I spoke with Scott Cousens, Director of Capital Markets at Hunter Dickenson, Northern Dynasty's partner company. Per Scott and on behalf of the company, I confirmed that Doug Allen, NAK's Head of Investor Relations, and management are on a two week marketing road show to introduce the company to qualified high net worth investors and institutional investors.
Given the extreme volatility in shares today stemming from a bearish article by Kerrisdale Capital, I am writing to provide a different version of the facts.
For context, I have closely followed Northern Dynasty since November 2010. The idea floated today as to why Anglo American (OTCPK:NGLOY), Rio Tinto (NYSE:RIO), and Mitsubishi abandoned the project is simply off base. Cynthia Carroll, Anglo American's former CEO, was a huge proponent of the Pebble mine. A discerning mind can spend a mere twenty minutes and quickly find archives of Cynthia's statements using Google.
Here is a direct quote made by Cynthia back in 2009.
Ms. Carroll was forced to resign in October 2012 after the global economy was teetering on the verge of a double dip recession and China's 10% growth rates proved unsustainable due to the law of large numbers and years of over investment in its domestic infrastructure projects. I would argue, where Ms. Carroll miscalculated was on incorrectly reading the tea leaves that President Obama would win a second term and not on the calculus that Pebble Mine could be economically mined (if it received all permitting approvals). After Cynthia's resignation, the new regime cleaned house as investors' appetites shifted 180 degrees from the pursuit of trophy projects to shorter lead time projects that could generate higher ROIC sooner. Moreover, with the collapse in commodities prices, chasing elephant projects and trying to hit home runs was no longer en vogue. Moreover, from 2008 to 2012, the mining giants' free cash flow flipped from robust to meager. Remember, Ms. Carroll physically visited the Pebble site in person on a few occasions, so the size of the deposit is undeniable. Let's face it, Anglo American didn't just casually spend $500 million on a project, early in pre permitting phase, unless the resources has been heavily stress tested.
As for Rio Tinto and Mitsubishi, let me address Mitsubishi first. When I spoke with NAK's then head of investor relations, Melanee Henderson, back in 2012, Melanee told me that Mitsubishi sold its shares in a secondary soon after the positive drilling results because they wanted an exclusive smelting deal. Northern Dynasty wasn't then ready to negotiation that piece of the project and this prompted Mitsubishi to sell its shares.
In terms of Rio Tinto, outside of BHP Billiton (NYSE:BHP), Rio Tinto is arguably the world's second most sophisticated miner. To say that Rio Tinto didn't stress test and verify that the deposit is real is utter nonsense. Rio Tinto has the technical expertise, engineering prowess, and capital for these big projects, see Turquoise Hill Resources (NYSE:TRQ). I would argue, Rio Tinto donated its shares to charity because the project looked politically unlikely and the negative press wasn't worth more than the value of its shares, at that time. Again, Rio Tinto, didn't suddenly just realize that Pebble mine was low grade or had inherent technical challenges.
So given Northern Dynasty's success secondary capital raise in December 2016 and New York road show, coupled with its current European road show, it is a bit silly to declaratively say that there aren't any investors interested in Pebble mine. Moreover, Mr. Trump's pick for the EPA, Scott Pruitt, will almost surely throw out the preemptive EPA veto. That said, I will be the first to admit that the technical hurdles and amount of capital required to break ground on a project like Pebble, given its remoteness are daunting, however, it is silly and dangerous to say the stock is headed straight to zero.
In closing, and by the way, I have correctly forecasted the stock price of Northern Dynasty over the past six months. I wrote my initial bullish piece, here on SA, in late October 2016 when shares were $0.75 (see here). Then on a few different occasions, I correctly advised readers to sell then buy back and then sell the stock. In fact, in late January 2017, I said the stock was getting ahead of itself.
However, given the dip in shares from $3.38, as of last Friday, to today's sharp correction, we bought back our position at $2.65 as there is still lot of optionality left in shares. And again, for the record, Anglo walked away because Cynthia Carroll resigned and President Obama won a second term. Last time I checked, President Trump looks at the world through a different lens than his predecessor. President Trump loves PR and helping, directly or indirectly, to create high paying jobs. This would be the perfect project and PR moment for President Trump with his hard hat and entourage. Can you picture it?
Disclosure: I am/we are long NAK.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
(einen Absatz fehlt, da Grafik nicht kopierbar)
Why We Bought Back Shares Of Northern Dynasty
Feb 14 2017, 16:55
About: NAK • Includes: NGLOY, RIO, TRQ
Summary
I have followed NAK since November 2010 and can explain why Anglo, Rio, and Mitsubishi walked away from Pebble Mine.
This afternoon, I spoke with Scott Cousens, a member of investor relations for Hunter Dickinson. I have confirmation from Scott management is Europe on a Marketing road show.
Specifically, management is meeting with high net worth investors and institutions in Zurich, Geneva, and London, among other cities.
I am writing to share why we bought back shares of Northern Dynasty (NYSEMKT:NAK). Late this afternoon, after management came out defending the company, I spoke with Scott Cousens, Director of Capital Markets at Hunter Dickenson, Northern Dynasty's partner company. Per Scott and on behalf of the company, I confirmed that Doug Allen, NAK's Head of Investor Relations, and management are on a two week marketing road show to introduce the company to qualified high net worth investors and institutional investors.
Given the extreme volatility in shares today stemming from a bearish article by Kerrisdale Capital, I am writing to provide a different version of the facts.
For context, I have closely followed Northern Dynasty since November 2010. The idea floated today as to why Anglo American (OTCPK:NGLOY), Rio Tinto (NYSE:RIO), and Mitsubishi abandoned the project is simply off base. Cynthia Carroll, Anglo American's former CEO, was a huge proponent of the Pebble mine. A discerning mind can spend a mere twenty minutes and quickly find archives of Cynthia's statements using Google.
Here is a direct quote made by Cynthia back in 2009.
Ms. Carroll was forced to resign in October 2012 after the global economy was teetering on the verge of a double dip recession and China's 10% growth rates proved unsustainable due to the law of large numbers and years of over investment in its domestic infrastructure projects. I would argue, where Ms. Carroll miscalculated was on incorrectly reading the tea leaves that President Obama would win a second term and not on the calculus that Pebble Mine could be economically mined (if it received all permitting approvals). After Cynthia's resignation, the new regime cleaned house as investors' appetites shifted 180 degrees from the pursuit of trophy projects to shorter lead time projects that could generate higher ROIC sooner. Moreover, with the collapse in commodities prices, chasing elephant projects and trying to hit home runs was no longer en vogue. Moreover, from 2008 to 2012, the mining giants' free cash flow flipped from robust to meager. Remember, Ms. Carroll physically visited the Pebble site in person on a few occasions, so the size of the deposit is undeniable. Let's face it, Anglo American didn't just casually spend $500 million on a project, early in pre permitting phase, unless the resources has been heavily stress tested.
As for Rio Tinto and Mitsubishi, let me address Mitsubishi first. When I spoke with NAK's then head of investor relations, Melanee Henderson, back in 2012, Melanee told me that Mitsubishi sold its shares in a secondary soon after the positive drilling results because they wanted an exclusive smelting deal. Northern Dynasty wasn't then ready to negotiation that piece of the project and this prompted Mitsubishi to sell its shares.
In terms of Rio Tinto, outside of BHP Billiton (NYSE:BHP), Rio Tinto is arguably the world's second most sophisticated miner. To say that Rio Tinto didn't stress test and verify that the deposit is real is utter nonsense. Rio Tinto has the technical expertise, engineering prowess, and capital for these big projects, see Turquoise Hill Resources (NYSE:TRQ). I would argue, Rio Tinto donated its shares to charity because the project looked politically unlikely and the negative press wasn't worth more than the value of its shares, at that time. Again, Rio Tinto, didn't suddenly just realize that Pebble mine was low grade or had inherent technical challenges.
So given Northern Dynasty's success secondary capital raise in December 2016 and New York road show, coupled with its current European road show, it is a bit silly to declaratively say that there aren't any investors interested in Pebble mine. Moreover, Mr. Trump's pick for the EPA, Scott Pruitt, will almost surely throw out the preemptive EPA veto. That said, I will be the first to admit that the technical hurdles and amount of capital required to break ground on a project like Pebble, given its remoteness are daunting, however, it is silly and dangerous to say the stock is headed straight to zero.
In closing, and by the way, I have correctly forecasted the stock price of Northern Dynasty over the past six months. I wrote my initial bullish piece, here on SA, in late October 2016 when shares were $0.75 (see here). Then on a few different occasions, I correctly advised readers to sell then buy back and then sell the stock. In fact, in late January 2017, I said the stock was getting ahead of itself.
However, given the dip in shares from $3.38, as of last Friday, to today's sharp correction, we bought back our position at $2.65 as there is still lot of optionality left in shares. And again, for the record, Anglo walked away because Cynthia Carroll resigned and President Obama won a second term. Last time I checked, President Trump looks at the world through a different lens than his predecessor. President Trump loves PR and helping, directly or indirectly, to create high paying jobs. This would be the perfect project and PR moment for President Trump with his hard hat and entourage. Can you picture it?
Disclosure: I am/we are long NAK.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Antwort auf Beitrag Nr.: 54.322.157 von Tigerkralle10 am 15.02.17 07:44:42
http://www.northerndynastyminerals.com/ndm/Pebble.asp" target="_blank" rel="nofollow ugc noopener">
http://www.northerndynastyminerals.com/ndm/Pebble.asp
Zitat von Tigerkralle10: Guten Morgen in die Runde? Alle gut geschlafen?
Greatbull bist Du noch short?
Meinte wie groß das Loch der Pebble Mine werden soll.
http://www.northerndynastyminerals.com/ndm/Pebble.asp" target="_blank" rel="nofollow ugc noopener">
http://www.northerndynastyminerals.com/ndm/Pebble.asp
Trading Spotlight
Antwort auf Beitrag Nr.: 54.322.481 von hobiewaters am 15.02.17 08:23:50Ausserdem glaubt hier ernsthaft jemand, dass Leute wie:
Doug Casey
Marin Katusa
Eric Sprott
Rick Rule
hier eingestiegen wären, wenn das nicht geprüft wäre? Ich bitte euch..
Doug Casey
Marin Katusa
Eric Sprott
Rick Rule
hier eingestiegen wären, wenn das nicht geprüft wäre? Ich bitte euch..
Antwort auf Beitrag Nr.: 54.321.611 von Rastaone am 14.02.17 23:45:38Der Gegenreport widerlegt ja die Meldung dieser Shortsellerbude und ist wieder long gegangen nach dem Kurzsturz.
Also erstmal Aussage gegen Aussage.
Ich kann mir ehrlich kaum vorstellen, dass drei Multis mit Heerscharen von Geologen und einem Invest von insgesamt 750 Mio. einfach mal "übersehen", dass die Grades zu niedrig sind, völlig unwirtschaftlich und dann das Veto der EPA nutzen um auszusteigen!
Und 5 Jahre später werden wieder von Investoren rd. 100 Mio. investiert, die alle Bohrergebnisse geprüfte haben und - das auch wieder übersehen übersehen haben...
Glaubst Du das?
Also erstmal Aussage gegen Aussage.
Ich kann mir ehrlich kaum vorstellen, dass drei Multis mit Heerscharen von Geologen und einem Invest von insgesamt 750 Mio. einfach mal "übersehen", dass die Grades zu niedrig sind, völlig unwirtschaftlich und dann das Veto der EPA nutzen um auszusteigen!
Und 5 Jahre später werden wieder von Investoren rd. 100 Mio. investiert, die alle Bohrergebnisse geprüfte haben und - das auch wieder übersehen übersehen haben...
Glaubst Du das?
Antwort auf Beitrag Nr.: 54.319.582 von machtdochnichts am 14.02.17 19:26:10Ich bin keiner der ständig alles richtig macht und habe zum Anfang mit ND3 mit verlust verkauft und dann teurer wieder gekauft und habe so viele Stücke weniger gehabt, das zur Wahrheitsfindung und ich habe mir gesagt das mir eines nicht mehr passieren soll, das ich bei steigenden Kursen wieder im Minus verkaufe und so habe ich diesmal bis auf eine kleinere Posi vorab verkauft.
Und ich bin jetzt eben nur mit einer kleineren Posi drin und werde auch nicht mehr so voll einsteigen wie ich war. Ein längere Reise steht bevor und dann werde ich nicht mehr investiert sein, da ich vor Ort frei vom Handel sein möchte und mir keine Gedanken um Aktien machen möchte.
Und was ich schreibe entspricht immer der Wahrheit und kann zu jeder Zeit alles belegen.
Und ich bin jetzt eben nur mit einer kleineren Posi drin und werde auch nicht mehr so voll einsteigen wie ich war. Ein längere Reise steht bevor und dann werde ich nicht mehr investiert sein, da ich vor Ort frei vom Handel sein möchte und mir keine Gedanken um Aktien machen möchte.
Und was ich schreibe entspricht immer der Wahrheit und kann zu jeder Zeit alles belegen.
Antwort auf Beitrag Nr.: 54.321.365 von suedthueringen am 14.02.17 22:48:05Guten Morgen in die Runde? Alle gut geschlafen?
Greatbull bist Du noch short?
Meinte wie groß das Loch der Pebble Mine werden soll.
Greatbull bist Du noch short?
Meinte wie groß das Loch der Pebble Mine werden soll.
Antwort auf Beitrag Nr.: 54.321.548 von MarlonBrando153 am 14.02.17 23:27:12Den Puscher Artikel könnte ich besser schreiben.
"....was forced to resign". Auch schön ausgedrückt. Hatte schön Mist gebaut bei Anglo die Dame.
Was will man auch erwarten von jemand bei Anglo der kein Südafrikaner ist.
Earnings 50% down.
Und sie hatte eine Vorliebe für nutzlose Projekte. Ich kann mich noch erinnern, als unbedingt Minas Rio gekauft werden musste ....5 Milliarden (keine lächerlichen 500M) über Budget und 6 Jahre hinter Plan.
Und wahrscheinlich ein paar % von den 500M ins eigene Täschchen gesteckt.
Nene, die sollen mir mit der Cynthia wegbleiben...
"....was forced to resign". Auch schön ausgedrückt. Hatte schön Mist gebaut bei Anglo die Dame.
Was will man auch erwarten von jemand bei Anglo der kein Südafrikaner ist.
Earnings 50% down.
Und sie hatte eine Vorliebe für nutzlose Projekte. Ich kann mich noch erinnern, als unbedingt Minas Rio gekauft werden musste ....5 Milliarden (keine lächerlichen 500M) über Budget und 6 Jahre hinter Plan.
Und wahrscheinlich ein paar % von den 500M ins eigene Täschchen gesteckt.
Nene, die sollen mir mit der Cynthia wegbleiben...
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Northern Dynasty -- 100-Bagger-Aktie....10 000 Prozent Gewinn...Rick Rule
