Smufty2’s Activity

Fri Feb 17

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 4:42 PM

Re: PVG completes note offering

It is a shame I have come to have SOOOOOOooooo little trust in the people who run mining companies these days that I will no longer buy any non-producers and have a hard time even in production.
I searched a few blogs of guys who like to post [more]

Fri Dec 23

Thu Dec 8

NL

Boards Post

Smufty2 replied to the Falling Knives board. 6:23 PM

Re: FKA: NFLX

I hope DT ate that brokerage statement long before the 44% gain to date in NFLX since that post

ouch,

S.

Wed Dec 7

NL

Boards Post

Smufty2 replied to the Mining and Metals board. 4:01 PM

Re: How are you evaluating jr miners?

I use various TA measures to trade the sector i.e. GDX, GDXJ, VPGMX...
or to lighten/increase my long term individual positions.

I think the best way to trade individual miners begins with FA. It is a swamp pit out there and very [more]

Wed Nov 9

NL

Boards Post

Smufty2 replied to the Macro Economic Trends and Risks board. 10:41 AM

Re: Dow futures down 700 points

GDX, GDXJ up >5% :)

Smufty - long miners

Tue Oct 4

Fri Sep 30

NL

Boards Post

Smufty2 posted to the Mining and Metals board. 12:42 PM

Spellcheck likes Richmond not Richmont

Damn spellcheck!

NL

Boards Post

Smufty2 posted to the Mining and Metals board. 12:27 PM

Richmond buying opp?

Buy when price drops for no good reason?
and then there is this:

[more]

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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 3160
Recs Received 6103
People who have rec'd these posts 904
Recs to Posts Ratio (last 30 days) N/A
Threads Started 589
Threads Started Percentage 18.64 %
Most Frequent Board Mining and Metals
Very First Post Re: OT: Has Brown & Co. Really Improved? (2/23/2002)
Percentage of Posts Rec'd 55.82 %
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