Smufty2’s Activity

Wed Sep 14

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 5:44 PM

Re: It's Moly time?

It seems the problem is an utter lack of pure moly plays.

There is GMO which has all the features I LOVE in a miner

Not in production
Burning cash
Almost certain future dilution
Legal problems

FCX is going to [more]

Tue Sep 13

NL

Boards Post

Smufty2 posted to the Mining and Metals board. 12:01 PM

It's Moly time?

Time to start discussing our best molybdenum miners?

http://www.valuewalk.com/2016/09/worlds-inventory-molybdenum...

Smufty

Sun Sep 11

NL

Boards Post

Smufty2 replied to the Macro Economic Trends and Risks board. 9:21 AM

Re: OT - Death by Coffee

Be still my heart!

Smufty - uh, maybe not what I really wanted to say...

Mon Sep 5

NL

Boards Post

Smufty2 replied to the Macro Economic Trends and Risks board. 10:57 AM

Re: Crowds demand recall of Maduro

I see people destroyed by drugs in the operating rooms all the time - cigarettes number 1, alcohol number 2, but also illicit drugs. From gang shootings, automobile accidents, to destroyed livers and lives. But Mexico is an entire nation being [more]

Thu Aug 11

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 11:22 PM

Re: SAND

From Otto at IKN
Subsequent to quarter end, Sandstorm completed an equity financing for aggregate gross proceeds of $57.5 million. Upon closing of the financing, the majority of the net proceeds were used to reduce the balance of the [more]

Tue Aug 9

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 3:29 PM

Re: Pretium - over estimation of grades?

Don't get an answer if you don't ask the question....

So true.
I will be impressed if they answer.
Let us know!

S.

Sun Aug 7

NL

Boards Post

Smufty2 posted to the Mining and Metals board. 9:01 AM

Pretium - over estimation of grades?

I really like this guy, The Angry Geologist, and need to check in with him more.
Time to book my profits on Pretium?

[more]

Mon Aug 1

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 7:21 AM

Re: Question on Silver miners?

Nice.
The only thing I would add is that your criteria should be different for open pit miners versus underground miners... but that is where costs/oz is the main determining factor.

Smufty

Fri Jul 29

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 12:51 PM

Re: Question on Silver miners?

I take it you are therefore looking at small one mine junior/explorers?
The problems in my opinion are several.
Larger producers own several mines some of which have bonanza grades and others that don't. Explorers may hit bonanza grades [more]

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 8:46 AM

Re: HAPPY BIRTHDAY SMUFTY!

and I think the other reason I do not post much is the typos and omissions I am prone to. LSG was bought by TAHO several months ago. Despite my better judgment, I still have held some TAHO shares despite my reservations about management. It may be [more]

Tue Jul 26

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 3:38 PM

Re: HAPPY BIRTHDAY SMUFTY!

oops! Typo - Vanguard's precious metals fund is VGPMX

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 3:35 PM

Re: HAPPY BIRTHDAY SMUFTY!

Thanks Ken!

I have not been posting much, but have been enjoying the run in PM's this year.

I only own 3 individual miners PVG, RIC and LSG
But I own GDX and GDXJ

The winner in terms of $$$ has been in my 401K [more]

Tue Jul 12

NL

Boards Post

Smufty2 replied to the Macro Economic Trends and Risks board. 6:48 AM

Re: Opioid deaths: Looking for a solution

from a post-op surgical standpoint, I'm a big believer in preventative medicine, i.e., regional anesthesia. Big hurdle is the patients getting over the fear of placing needles in various parts. I admit, to a lay person that it does sound [more]

Mon Jul 11

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 10:59 PM

Re: Centerra Gold buys Thompson Cr

Lost money > Made money

I broke even. TC made it to my "serial disappointer" list years ago. Which those who know me means nothing would ever get me to trust management again.


[more]

Sat Jul 9

NL

Boards Post

Smufty2 replied to the Macro Economic Trends and Risks board. 4:31 PM

Re: close shave...

I thought the practice was to simply post the one word:

GRUB

when claiming a prodigious post number with a meaningless post?

Sat Jun 25

NL

Boards Post

Smufty2 posted to the Macro Economic Trends and Risks board. 9:41 AM

Texit

The Republic of Texas. Just wanted to claim the name if no one else has...

S

Fri Jun 24

NL

Boards Post

Smufty2 replied to the Macro Economic Trends and Risks board. 1:32 PM

Re: What a "Brexit" vote means...

I suspect much of this thread is an intellectualization of the events which in reality boil down to the economic fears of underclass whites, anti-immigrant racism, and nationalistic blather.

Much as is growing here in our own backyard at the [more]

NL

Boards Post

Smufty2 replied to the Falling Knives board. 1:26 PM

Re: SAN

Disclosure - I doubled down (literally) on my SAN holding this morning

S.

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 1:01 PM

Re: Happy Independence Day!!!!!!!!!!!!!!

To all my educated British friends who are expressing their dismay and disgust on FB and other public forums I give the advice of an American who has been dismayed by our own politics for decades:

When you travel in Europe in the future, you [more]

NL

Boards Post

Smufty2 posted to the Falling Knives board. 12:52 PM

SAN

Market throwing out the baby with the Brexit bathwater? Down 20% today.

Smufty

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Active Picks 5
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 3152
Recs Received 6093
People who have rec'd these posts 903
Recs to Posts Ratio (last 30 days) N/A
Threads Started 587
Threads Started Percentage 18.62 %
Most Frequent Board Mining and Metals
Very First Post Re: OT: Has Brown & Co. Really Improved? (2/23/2002)
Percentage of Posts Rec'd 55.84 %
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