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Noted Here: Short-Sale Search | Mason's Ascension | Brucejack

on 10/13/2017

Briefly, very briefly:


- Mason Graphite's success
in northeastern Quebec's  Lac Guéret might manufacture a general interest in graphite. That element is necessary in rechargeable batteries, be they lithium, vanadium or electric. Lithium gets most of the headlines. Benoit Gascon's Mason has stuck closely to a strategy of developing a deposit (open pit) and processing pipeline that will customize a wide range of purities and flake sizes for customers. It's been a slog, at least five years, for Mason shares (LLG in Canada and MMGPH in USA) to surpass just $200 million USD. Now that the market value is closer to $250 million, I hope Mason's ascension will boost prospects for what I believe to be the leading early-to-mid-stage Quebec graphite developer at Matawinie, Nouveau Monde Graphite. That one, NOU is the Canada ticker, is seeing its China partnership attract risk-taking funds in NYC and London, possibly in Europe, too. I own it.
- Speech Patterns: I find this Prattle news and think of quants. http://www.marketwatch.com/story/this-company-is-parsing-speech-patterns-on-earnings-calls-that-can-move-stock-prices-2017-10-11 . I will try to determine if speech pattern analysis + fast-quant-trading = a sure thing for technical traders. The portability of large data packages is combining with historical analytics and applied at lightning speeds in securities markets these days. Keep an eye on anyone who is discussing quant trading and its ability to manipulate prices, premiums and sicounts in bonds , stocks and ETFs. Commodities futures contracts, too.
- Capital appreciation today for Pretium, whose Brucecjack mine  in northern British Columbia is pleasantly surprising stakeholders. Big gain in PVG shares after high average tonnage grades for gold and 96 percent recoveries in the milling process led to something like 82,000 ounces of produced gold up there. As a broker in Carlsbad, California, tells me, "That will enable Pretium to buy back its Osisko/Orion royalty without a "raise." We shall see. Pretium's Brucecjack mine is 60 or 65 kilometers northwest of the municipality of Stewart and in the same general region as Seabridge Gold's KSM (Kerr) gold and copper project. Pretium is now a $2.2 billion USD market value. Seabridge (tickers SA and SEA in USA, Canada) is $750 million, with perhaps 20 percent of its outstanding shares short-sold by skeptics. I do not own Pretium shares, and I do own Seabridge shares.
- As TCR Network knows, my choices, now in year 3, to own ETF derivative short-salers TVIX, SPXU and SQQQ thus far are about the stupidest propisitions I've committed to since I fast-pedaled my banana-seat bike into a concrete wall, going downhill, at age 12. I still have the Brooklyn (NY) bone-bump and scar on my forehead. Why did I wait so long to pump my brakes? I have to steal this pun from a crowing friend who read our Novo Resources reports last week. Just caws.
- Note: yes, such choices are bad-bad boners on my part. Call 'em insurance. Switching to l-o-n-g views, I have added so much Immunovaccine to our holdings, I am starting to wonder if my purchases are boosting the shares (IMV in Canada/IMMVF in USA). Nah, those days are over, right?
More here Crowing  

-- Thom Calandra: our Cambodia trip is set for February 2 to 12, 2018. Lucky 10--  plus me and Maura. Our Siem Reap | Sihanoukville | Phnom Penh tour is low key, entirely recreational and dynamically cultural; that means, you want to play ping pong instead of touring temples, beaches and restaurants, hey, dat-cool. We are going to leave the mining this time to the miners.

 



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