sufiy sufiy

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    • Lundin Mining: This Bargain Won't Last Forever [view article]
      Richie,

      Here is the link:

      sufiy.blogspot.com/200...       Aug 30 05:50 AM
    • Lundin Mining: This Bargain Won't Last Forever [view article]
      Richie:

      sufiy.blogspot.com/200...       Aug 30 05:48 AM
    • Applying the Subprime Collapse to Gold, Silver and Commodities [view article]
      NEM and RGLD at BUY article on Lunding Mining

      sufiy.blogspot.com/200...       Aug 23 06:53 AM
    • Hedge Fund Stock Games, Gold Remains Firmly Bid [view article]
      Newmont Mining NEM at Buy

      sufiy.blogspot.com/200...       Aug 22 02:19 PM
    • Is It Time To Start Buying Mining Stocks Again? [view article]
      Subprime collapse of credit markets and its application to Gold, Silver and Commodities

      sufiy.blogspot.com/200...       Aug 21 08:03 AM
    • Global Gold Demand Surges- Except In the U.S. [view article]
      Subprime collapse of credit markets and its application to Gold, Silver and Commodities

      sufiy.blogspot.com/200...       Aug 21 08:02 AM
    • China's Central Bank Hikes After Bullish GDP Report [view article]
      US Dollar SUBPRIME CURRENCY: what all it means and how to Play IT
      sufiy.blogspot.com/200...       Jul 22 08:09 AM
    • Takeout Values For Miners Listed By Desjardins [view article]
      End of Empire and USD - PGM as store of Ultimate Value, Rising of New Powers and Leap Frog into consumption of basic Necessities.
      sufiy.blogspot.com/200...       Jul 22 08:08 AM
    • Google Sell-Off Offers Opportunity [view article]
      Google GOOG Earnings and Growth are Falling further
      The most important ring bell for all Google shareholders should be falling by 12% margin from almost constant before 33% to 29% of revenue. With increase in revenue of 58% Y/Y Google demonstrated falling growth rate of -25% Y/Y. Google network growth is falling even more faster by -38% Y/Y due to heating up competition. Net Income actually fall from 1billion to 0.9 billion comparing to the 1st q 2007. Total cost and Expenses are growing 116% faster then revenue growth rate Q/Q. Sales per head is down by -6%. With all this deteriorating fundamentals investors still were ready to pay last Thursday 548.59 which brings Google to valuation of P/S=12.9, P/E=47, P/FCF=74. Even if Google...




      sufiy.blogspot.com/200...       Jul 22 05:03 AM
    • Google Bounces Nicely Off Its 50-Day Moving Average [view article]
      Google GOOG Earnings and Growth are Falling further
      The most important ring bell for all Google shareholders should be falling by 12% margin from almost constant before 33% to 29% of revenue. With increase in revenue of 58% Y/Y Google demonstrated falling growth rate of -25% Y/Y. Google network growth is falling even more faster by -38% Y/Y due to heating up competition. Net Income actually fall from 1billion to 0.9 billion comparing to the 1st q 2007. Total cost and Expenses are growing 116% faster then revenue growth rate Q/Q. Sales per head is down by -6%. With all this deteriorating fundamentals investors still were ready to pay last Thursday 548.59 which brings Google to valuation of P/S=12.9, P/E=47, P/FCF=74.       Jul 22 05:01 AM
    • Google Q2 2007 Earnings Call Transcript [view article]
      Google GOOG Earnings and Growth are Falling further
      The most important ring bell for all Google shareholders should be falling by 12% margin from almost constant before 33% to 29% of revenue. With increase in revenue of 58% Y/Y Google demonstrated falling growth rate of -25% Y/Y. Google network growth is falling even more faster by -38% Y/Y due to heating up competition. Net Income actually fall from 1billion to 0.9 billion comparing to the 1st q 2007. Total cost and Expenses are growing 116% faster then revenue growth rate Q/Q. Sales per head is down by -6%. With all this deteriorating fundamentals investors still were ready to pay last Thursday 548.59 which brings Google to valuation of P/S=12.9, P/E=47, P/FCF=74. Even if Google could...
      sufiy.blogspot.com/200...       Jul 20 05:33 PM
    • Google Q2 Solid; Wall Street Overreacts to "Earnings Miss" [view article]
      Google GOOG Earnings and Growth are Falling further
      The most important ring bell for all Google shareholders should be falling by 12% margin from almost constant before 33% to 29% of revenue. With increase in revenue of 58% Y/Y Google demonstrated falling growth rate of -25% Y/Y. Google network growth is falling even more faster by -38% Y/Y due to heating up competition. Net Income actually fall from 1billion to 0.9 billion comparing to the 1st q 2007. Total cost and Expenses are growing 116% faster then revenue growth rate Q/Q. Sales per head is down by -6%. With all this deteriorating fundamentals investors still were ready to pay last Thursday 548.59 which brings Google to valuation of P/S=12.9, P/E=47, P/FCF=74. Even if Google could
      sufiy.blogspot.com/200...       Jul 20 09:01 AM
    • Google Earnings: EPS is Falling, Growth is Slowing [view article]
      Buying PUTs at reaction rallies up to the turning points with at least 9 months to expiration Apr 25 06:05 PM
    • Despite Google's DoubleClick Acquisition, Microsoft May Be In the Lead [view article]
      Great article! Apr 16 10:30 AM
    • UBS Raises Lundin Mining Corp. Target After Rio Narcea Buyout [view article]
      Lunding mining merger with Tenke mining could spike the bidding war

      It is all happening so fast, but I will be surprised if Lundin mining will get Tenke at first price offer. Lunding mining motivation is clear: such asset is still under radar of investment crowd and almost not followed by anyone. With construction of mine at full speed and production in 2008 price for Tenke mining must increase dramatically as soon as it will be covered by analysts. Definitely Lundins would like to keep Tenke Congo assets inside the family line of business as long as it is possible. It will be much harder to buy out Lunding mining then Tenke mining even at recent price due to much higher capitalisation. But what is the fair price for Tenke shareholders? After conference call a lot of question need to be addressed. Tenke Fungurume was always portrayed as one of the largest Copper deposits in the world. Assessment of price was done on "flat" production of 115000 t of Cu per year without any consideration for premium for increase to 200000 t and later for 400000 annual production. New resource estimate was supposed to be published by mid 2007 which will incorporate all drilling in 2006 year done by Phelps Dodge. Feasibility study was never published in full details and total price assessment process does not look transparent. Companies have Directors which are sitting on the Boards of both Companies and conflict of interest must be definitely addressed. Now Freeport-McMoRan Copper & Gold Inc move will be very interesting: from Phelps Dodge perspective it will be much cheaper now to bid for outstanding 24.75% of Tenke Fungurume - who could better know the value then the Operator of the property. Will they allow Lundins to keep it or they will try to bid now? In the end shareholders of Tenke mining will be in good hands with Lundins, but I would prefer better price and if more bidders will come we can get easily ratio of 2.5 - 3.0 of Lunding mining share for 1 Tenke mining share. With proposed 73/27 ration for Lunding mining and Tenke mining shareholders respectively Lundins will have 14%*73%+20%*27%=15.62% not a lot to defend against unfriendly offer, but size of the Company will help to prevent losing assets before their full pricing potential. What will be the best for Tenke shareholders:
      1. Clear explanation of price decision on Tenke mining side and conflict of interest must be addressed from Lundins for their integrity.
      2. Bidding war with FCX or Newcomer, but stay with Lundins at higher ratio of exchange.
      2. Fast development of Russian wild card - Ozernoe zinc deposit, with Tenke Fungurume in production it could bring Company fast to 10 billion mark.
      3. South American spin off - will allow to concentrate on exploration and acquisition of promising gold prospects, with Lundins back up financing will be not a problem and Paul Conibear's grip will help second success like Tenke in the making.
      cnrp.ccnmatthews.com/c...;actionFor=644917&...
      Author is long Tenke mining shares

      sufiy.blogspot.com/200...       Apr 13 04:09 PM
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