by Travis Johnson, Stock Gumshoe | November 30, 2012 10:53 pm
This is premium content. To view this article (and to have full access to the rest of our articles), sign up. Already a member? Log in.
Source URL: https://www.stockgumshoe.com/2012/11/friday-file-hodgepodge-of-portfolio-thoughts/
Copyright ©2024 Stock Gumshoe unless otherwise noted.
Like and got in early on both sand and the metals end early and agree they will hunt out winners, management just to strong and experience all over it, loved them at .28 and 9.22 and will ride that horse also Sprott has to be the most reasonable play for the long haul, do like north of the border fcgyf and pbkef so do the china boys who have been buying there lunch, but the nat gas in other countries that are gearing up for export will be ahead of Sabine Pass and that will be a good ride to find the right exporters out of the states like IOC just got the Govt. to 50/50 split a pipeline to the coast for export and they have plenty of gas but it has no ride to the port now it will and the political game is a winner cause they get some of the juice.
Hey, Travis.
What is your take on the Feronia/AAF situation?
I’m pleased to see them get an institutional investor, though they’ve moved much more slowly in growing their production/capacity over the last year than I would have hoped and, of course, the DRC is not exactly the friendliest place in the world to operate. I don’t know the details of the investment, other than the possible ultimate size, or if AAF is getting a sweetheart deal … certainly possible, though they’ll have to be in it for the long term to see any real return, I imagine.
Thx, Travis;
This is a hard thing to get a read on, and I’ve been considering adding a higher risk nibble on something like Feronia.
Thank you, again……..enjoy the holiday season, John
Hello, Travis. I’m in STTYF @ .48. Thanks for the coverage. Also, I think several of us here in ” irregular land” would be interested in your favorite long term agriculture investment currently. Valid theme I imagine. Thanks. Emmett