The Best One can do Now !

  The best one can do now is hold onto sections of stocks one knows are going to be needed in future to supply the needs of the world popula...

About Me

Retired but always looking for new challenges.

Wednesday, September 2, 2015

UPDATES, POST "Ecomonies of scale !"

UPDATES
See the Spring update above 28/9/2015
See Summer and Autumn updates 21/9/2015
 See mineral news above 7/9/2015
See Small Caps AND Altex above 18/9/2015, 24/9/2015


POST
 China is a centrally  controlled
economy where the government interferes in every facet of life ,including tightly regulating economic activity.
Obviously always with the best intentions. To gain more traction and direction economically, they loosened controls on some aspects of commercial life and even allowed a stock exchange to come into existence.
Every country has a number of enterprising citizens who then listed on the exchange and found they could make money trading shares. News quickly spread and the masses stared to join in. Little did thee traders understand that an individual stock should increase in value only as it's dividend grows on a sound footing that it makes more profit and all types of shares started to move up sharply ,some into almost into the stratosphere ! There was also a building boom which further excrebiated  the worsening situation. Bubbles formed and the inevitable crash followed. The warning signs were
there for the last three years, of course many excuses were made that thing were  not that bad.
Different from other countries, the Chinese government continues to interfere by measures such as preventing money brought in from around the world so invested from leaving their country. They also curbed bear activity which would have prevented the worst sell offs and goes in for buying shares in untenable stocks to keep the price from falling.
All this upset the world stock markets as one felt China a couple of years ago looked as if it would lift the mantle of being the strongest economy in the world from the United States of America. This course of events looks now as if this will never come about.
Now to divert their citizens from their troubles they are unfortunately turning to military solutions by fermenting situations with neighbours.



Monday, August 3, 2015

POST , NOTES and UPDATES.

UPDATES 
6. 31/8 /2015 Spring share and derivative update see above
 5.All small cap updates in place by 27/8/2015 see above
 4. SUMMER AND PRELIMINARY AUTUM UPDATES NOW IN PLACE SEE ABOVE
 3.  MY SPECIALIST WATCHLIST 11/8/2015 CLICK ABOVE
 2.  Our Mineral and Mining News has been updated see above 6 and 11/8/2015
 1. Winter update see index above 5/8/2015 


POST        METAL AND MINERAL PRICES CONTINUE TO PLUNGE,SUCH AS GOLD,OIL,PLATINUM GROUP METALS,COAL,CHROME AND IRON. 0NE MIGHT GET THE IMPRESSION THAT THESE PRODUCTS ARE NO LONGER NEEDED IN THE WORLD! 
  NOTHING COULD BE FURTHER FROM THE TRUTH! HOW EVER THERE INEVITABLE CHANGES IN THE WAY SOME OF THESE ARE USED.
AMERICA HAS ENACTED LEGISLATION THAT PRETROLEUM DRIVEN VEHICLES MUST BE SLOWLY PHASED OUT FOR CLEANER VARIETIES OF VEHILCES
 HERE FUEL CELLS AND ADVANCED BATTERY POWER IS LIKELY TO TAKE CENTRE STAGE!.
THERE HAS GENERALLY BEEN  OVER PRODUCTION AND HOARDING OF METAL AND MINERALS OF ALL KINDS. THIS IS NOW UNWINDING AND COUNTRIES ARE  STARTING TO COME OUT OF THE RECESSION. THE WORLD HAD MANY UNREST PROBLEMS DUE TO THE RECESSION AND EVEN WARS CAUSED BY THE FRUSTATION OF NOT BEING ABLE TO PROVIDE A GOOD LIVING FOR THE WORLDS CITIZENS.
   WE SEE A MORE STABLE PERIOD AHEAD AND A MORE FOCUSED PRODUCTION OF NEEDED RESOURCES.

NOTES USE THE LABELS IN THE SIDE-BAR OR UNDERNEATH POSTS TO CLUSTER SUBJECTS  YOU ARE INTERESTED IN.

Thursday, July 2, 2015

NOTES and UPDATES

NOTES
1.We published this months post on 30 JUNE below as it was important

UPDATES SEE INDEX ABOVE.
5. FINAL WINTER UPDATE AND NEW SHORT SUMMER UPDATE  SEE ABOVE
4.Spring Share and Derivative update and comment. 20/7/2015 see above
3.MY SPECIALIST WATCHLIST 16/7/2015 SEE ABOVE
2. REAL ESTATE FACTS 6/7/2015 SEE ABOVE
1.SMALL CAP SHARES 14/7/2015 see above

Tuesday, June 30, 2015

Greek Default

The 30 June 2015 was default day. It has been obvious that this day has been coming for a number of years. This has not been a purely Greek fault and  the main drivers  such as France and Germany have been responsible for much of the pain Greece will now have to bear. The Euro monetary unit is certainly not based on democracy as last year when Greece was first entering a greater discomfort zone and they proposed a  democratic referendum to decide if they should break ranks with the Euro Unit ,draconian action was promised against  the then government, who were then incidently pro Euro.  So resentment was built up against the union. Obviously the main drivers of the Euro monetary unit wanted give their private citizens time to unwind their exposure to Greece.
Now towards the end of the saga they seemed to impose more impossible conditions upon Greece, knowing full well that Greece could not meet them so as to shift the blame fully to them and away from the Union. Greece gave in on most points ,but then always more was required.
  To say that Greece only represents about 4% of the Euro trade and will have only minimal effect upon the union in a break up is also not true. Do remember the citizens and their government have withdrawing Euros from those been injected into their banks which might now might be billions.
So when Greece returns to their original currency,  which say they devalue by 40% then they will still have the Euros which could threaten the stability of the European Union. These moves of the major countries in Europe are not lost on other Mediterranean  countries I am sure.
 Another worrying aspect of this debacle is that Greece has always been a staunch member of Nato.  No doubt Russia would help Greece and those ties would weaken!

Monday, June 1, 2015

THE WORLD IN TURMOIL

Sure there is always some conflict going on some where, but usually these can be ignored as they do not affect us directly.
How ever when the largest powers start actively increasing their military hardware ,then we have to take notice.
Rest of this post is beneath updates.
3/6/2015 Real Estate update see index above.
8/6/2015 My Specialist List Update.
10,15/6/2015 smaller cap shares transfer to update above.
The former communist countries namely RUSSIA and CHINA have slowly being moving to  more open societies in the last decade and they have generally thrived. Now how ever  as the capital systems start to struggle due to the world wide recession over the last five years, these countries find they can not meet the aspirations of their restless citizens, as they demand even more freedoms.
Thus Russia has become embroiled in a war with a former part of their Socialist Republics namely Ukraine. As the western countries generally support the latter ,they have whipped up patriotism and suppressing freedoms in Russia.
China on the other hand have started on a massive naval build up, supposedly to protect their coastal integrity ,by claiming islands that belong to other countries , well beyond their borders as their own .How ever this could eventually lead to them taking a greater stake in the mainland, land which is part of Russia now. Russia might regret it's stance to the West, a fact which is not lost to their leadership I am sure!
It is time to settle the Ukraine crises in a manner that is fair to all.
NATO is upping their vigilance after some air intrusions by Russia and the US has promised to help Far East nations with their land integrity.
We  South Africans might have signed a treaty with the BRIC countries ,but we had better stay neutral as 70% of our exports go to the West.

All this might have a good effect upon mining strategic metals and minerals as both sides will want to buildup reserves as quickly as possible.

Friday, May 1, 2015

The Great Carbon Credit TAX SCAM !

Yes our government along with others in the world can not wait to get their hands on more taxes to waste on meaningless projects and themselves!
 Do remember that with out carbon dioxide no life would be possible on earth!
Sure we don't want to live in a smoky environment or where     chemicals put artificially high amounts of poison in the air or drinking water. The problem should be attacked in another way, say  by tax credit incentives for better management of immediate environments.
Luckily the last volcanic eruption in Iceland in four days has negated every human effort in the last five  years to lower   CO2   in  the atmosphere.
Please teach your children that plants need CO2 to synthesize into oxygen for us to breathe.
As for global warming, the earth now seems to be in a cooling cycle so now the term "Climate Change" is being  used.
ANOTHER NATURAL PHENOMINA!
1. Labels at the bottom of posts  and in the side-bar can be used to cluster subjects on the same subject
2. Its a good idea to bookmark this page
3.The latest update is always at the top of the page

Friday, April 3, 2015

Commodities Prices

Commodities including precious metals, oil ,iron    and manganese  prices will continue to stay low as long as the producers are reluctant to reduce production as the only way they can stay in  business! Take Saudi Arabia the  worlds largest exporter of oil refuses to produce less although the oil price has halved. Same goes for iron ore miners as they feel they can profit at lower prices so putting smaller rivals out of production.

LATEST  UPDATE PAGES ARE POSTED AT THE TOP OF THE INDEX ABOVE
FINAL AUTUMN UPDATE 27 Apr

20 Apr My Specialist Revised  list
7,11,16 Apr Small Caps
11 Apr Spring Derivative and Share List
11 Apr Winter Derivative  and Share List.
14,22 Apr  METAL AND MINERAL LIST