Topic Archives: Brazil

Brazil Retail and International Value from Sahm Adrangi, Kerrisdale Capital

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Sahm Adrangi is a relatively new guy to the value investing world, Kerrisdale Capital is about five years old and (unlike many) they share their research — particularly on […]

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    $FYI - Energy Storage News - 6/4/2019 Some of todays articles; What solar can really do: SolarEdge’s augment...

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    Still searching for updates on Polybia MP-1 research @ Leeds. I thought more would be out there on the Brazilian Wasp Ve...

  • Gr8Full!

    $TEUM > Pareteum Awarded New $3.5 Million 3-Year Contract Extension in Brazil Pareteum’s Global Cloud Expands Conn...

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    Just FYI in Brazil they really take snake oil and many say it’s the the best thing I think in the world for making u f...

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    Like I said earlier on the thread, my Vanadium play is Largo Resources Ltd, now increasing output to 1000 MT per month ...

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    Very interesting Sarah., especially the tiny mention of Brazil, home to what is I believe the only pure Vanadium mine in...

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    It certainly has risk, being a SA country. That said I came across an informative pdf from 2014 where Brazil was ranke...

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    $ALTA secretsquirrel ... Read up yesterday and was able to pick up a small position after the prices dropped near the...

  • JohnM

    $BLPH ow, patents. From the 10K: "Our technology is based on patents we have exclusively licensed from Ikaria for the tr...

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    Possibly Dennison Mining (DML:TSX) don't know what it is on OTC. Also, I believe Brazil Resources now Goldmining Inc (GO...

  • Gr8Full!

    $TEUM ow - Brazil Mobile Service Provider Expands to Worldwide Markets and Selects Pareteum's Global Cloud PR Newswire ...

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    I own Canopy Growth, Namaste, and Terra Tech. Canada is ripe for investment in Cannabis. They will legalize at the fed...

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    Thanks for stopping by Hendrix! Love the work your doing in the hard assets thread. I've read a little bit on Goviex and...

  • arch1

    We do such a good job of controlling parasites in the US,,, the exception being mosquitoes, we forget what misery they b...

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    Thank you Arch 1 and HN because this discussion has helped me greatly. I was very impressed by the map and noticed a h...

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    Participant Instructions 1 Call your Dial-In Number: (712) 770-4063 2 Enter your Access Code: 850326 … followed by the...

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    oh rats! que chatice! all those years studying Portuguese and I found this Chrono-Logic offering from Agora in Brazil a ...

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    Here is my MJ portfolio, only mad money willing to risk, plenty of safe boring stuff elsewhere. After a big drop many ar...

  • arch1

    Thank you for posting. There is already a means to safely wipe out Aedes Egyptii that way wherever it has spread and is ...

  • arch1

    Slavery is still an ongoing practice. Mostly among Islamic cultures. Although the US is usually the focus of slavery fe...

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    You left out South America particularly Brazil and Argentina. Lots of arable land and space although population growth ...

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    Trek Mining (OTC: $LWLCF)...no position After a few hours looking at Trek, I am still very interested, enough so tha...

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    Figured I would repost this as there has been a lot of activity on the thread as of late and Ben's message regarding the...

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    excellent info, and agree zinc is a commodity always required, note the Chinese are mining heaps, also Niobium which is ...

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    Interesting that he recommends $GLDLF. I recently sold all my shares in it for a nice profit after holding for a few ye...

  • arch1

    I never have and never will take part in mob action. Question Authority has always seemed to me to be a good motto and i...

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    $RGLD, I went ahead and sold my position in RGLD for about a 30% profit. I also own GoldMining Inc (GLDLF) which I've o...

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    Sorry for the very late notice on the conference call - life got in the way: The conference call will be started at 12:...

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    GILD loses patent battle with Sovaldi in Brazil. https://www.statnews.com/pharmalot/2017/04/03/gilead-patent-sovaldi-br...

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    I like your list. I own PVG and SAND, just sold FNV. I also own GLDLF (formerly Brazil Resources), which I've had for ...

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    I buy mostly on the OTC market, not that this is the best way. It is just convenient for me. I would prefer to buy o...

  • Dr. KSS MD PhD

    Realistically, plazomicin will be expensive enough in the US that in view of its spectrum, many hospitals will try to li...

  • Travis Johnson, Stock Gumshoe

    If AuRico were at $2.86 it would be a phenomenal arbitrage, and such things don't typically exist -- unfortunately, AuRi...

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    I've owned UEC (and Brazil resources) averaging down thinking, wow all those plants in Japan sitting cold must be restar...

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    Participant Instructions 1 Call your Dial-In Number: (712) 770-4063 2 Enter your Access Code: 850326 … followed by the...

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    $ONVO np. I am not advocating buying or selling either. The point brought up by pgathua is a good one though. I went ...

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    My guess is #2 is Uranium Energy Corp. Marin is a big fan of Amir Adnani (UEC CEO) and I've heard him say great things ...

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    Brazil Resources is total garbage. All hype. Will keep going up if Gold goes to $2000 but any serious legitimate analyst...

  • arch1

    Progresssive technology now used in India, Brazil, Cayman islands will perhaps someday be permitted by FDA in US. htt...

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    $UEC - Amir Adnani – CEO of Uranium Energy Corp and Chairman of GoldMining Inc. (formerly known as Brazil Resources) N...

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    Ownership: 13.90% Shares Held by All Insider and 5% Owners 31.30% % of Shares Held by Institutional & Mutual Fun...

  • arch1

    SoGiam Studies are being done. It still seems that despite finding use in nausea and Timolol /Timoptic, for ocular pre...

  • SoGiAm

    J&J has grabbed an option to buy Bird Rock Bio and its experimental NASH drug candidate, the CB1-targeting antibody ...

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    Gold Mining formerly Brazil Resources...the post on UEC reminded me of this stock, which I like a lot but sold off to ra...

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    GoldMining Inc, formerly Brazil Resources Inc, is a Canada-based mineral exploration company. The name was changed on ...

  • SoGiAm

    $GGB Uncle Albert...wish you would join the Irregulars...Best investment I've EVER made. Thank you and Carbon Bigfoot f...

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    http://www.whatsonthorold.com/2016/11/28/market-rating-brazil-resources-inc-cvebri-had-its-pt-upgraded-by-researchers-at...

  • arch1

    Hn You are right. History must be put in the context of the times. The Church as the Holy Roman Empire had been engaging...

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    Dr KSS While we are on the subject of Cancer....could you please comment on the Brazilian Wasp Venom cancer peptide ther...

  • arch1

    As a little different diet for the weekend how about some hot rat? https://www.theguardian.com/world/2016/nov/18/hot-...

  • Travis Johnson, Stock Gumshoe

    Indeed, that's part of the risk of highly volatile stocks like this -- the price can always move substantially away from...

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    Hasn't Brazil Resources(BRIZF & BRI.V) been around since 2011? He quotes "scarcely two years old."...

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    I have a real problem investing in China, Russia, Brazil, Argentina, Mexico, Colombia, and pretty much all the countrie...

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    i regularly listen to Wall Street unplugged and his other weekly podcast, so there is one thing he has said that made me...

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    The private placement is on Brazil Resources' website (not distributed in US). Shares (units) are priced at $2.50 and y...

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    $BRIZF, two this morn from Brazil Resources Inc. Brazil Resources Files Technical Report For The Titiribi Gold-Copper...

  • arch1

    lulu you bring up another subject,,,monoculture,, that I rail against, That is very dangerous trend in our food supply a...

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    I just went long Brazil Resources ($BRIZF) today as the stock price dipped below $2. It's been on quite the run and so ...

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    Chriz, thanks for the post. If you have interest in Brazil Resources and First Mining Finance it would be terrific if y...

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    Exactly, and that's why I've been in the precious metal market around 3 years now (I was just a little bit too early). ...

  • Travis Johnson, Stock Gumshoe

    The Russian CPI inflation rate is finally falling, it had been in the mid-teens last year and may be as low as 5-7% by t...

  • SoGiAm

    Of Monsters And Men - Little Talks (Official Video) https://youtu.be/ghb6eDopW8I Of Monsters and Men Live (Full Set ...

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    GOLD STOCKS, including Brazil Resources...article re Doug Casey's outlook, which is very bullish--especially junior mine...

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    $BRIZF Brazil Resources...there must be a new newsletter or email campaign somewhere. BRIZF announces an acquisition of...

  • Travis Johnson, Stock Gumshoe

    The "too promotional" brush is an easy one with which to tar both Keith Neumeyer and Amir Adnani's companies -- that's m...

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    The published website info on the Dynacor projects are not in this area. Madre de Dios is in southeastern Peru, Borders ...

  • arch1

    DLH Yes i remember that and without doubt plane flights contribute to cloud cover. Water vapor in the form of clouds is ...

  • arch1

    In case you have been subjected to a guilt trip over treatment of African slaves brought to the Americas. Only about one...

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    I think SA is as sure an optionality bet as can be found in the sector. It is a big, big resource, so it will take time ...

  • Travis Johnson, Stock Gumshoe

    Yep, Future Money Trends has been hired by a bunch of little miners to do promotion. That's one of the things ...

  • SoGiAm

    #Zika 072216 Michael Goodman ‏@mikegoodma Researchers in Brazil suspect Culex mosquitoes can transmit #Zika; more pr...

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    Excellent summary! I love Stockgumshoe for tempering hype with the pragmatic truth. A couple of points for considerati...

  • SoGiAm

    #Zika 072216 Michael Goodman ‏@mikegoodma 7m7 minutes ago Researchers in Brazil suspect Culex mosquitoes can transmi...

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    Most of this article is about cleansing blood given by donors, which is admirable but predictably not a catalyst which w...

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    up over 200% on brazil up over 100% first mining thank you kidd14...

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    Yahoo finance reports that Sprott Asset mgmt has a 5.4% stake in NAK. Also, Future Money Trends added K92 Mining to thei...

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    Yes Marin has a great track record in the natural Resources market. His previous recommendations like brazil resources ...

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    Marin has promoted some good ones. Most recently Brazil Resources. I'm sure this next one will be a hit as well. Thi...

  • Dr. KSS MD PhD

    Hi geoff: $AKAO's grants (non-dilutive) have been from BARDA. I don't think we'll see similar action for $SCYX because t...

  • SoGiAm

    What will it take for people to finally realize that the Brazil Olympics was just not meant to be? via @AllenFrancesMD ...

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    HN no hurry, but if You get the time I would be interested in seeing the HOG ratings for Anfield Gold. Anfield acquired...

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    HOG data...Dalradian $DRLDF, Belo Sun $VNNHF, TMAC $TMMFF, Torex $TORX These are all gold exploration miners. The compa...

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    Disclosure: I am long Mariana Resources, Nulegacy, PVG, Klondex, and Brazil Resources....

  • Myron Martin

    Based on your chosen handle I fail to see why you are so NEGATIVE about Brazil Resources just because of the people invo...

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    Hmm.. I doubt it's their Uranium asset that drove Brazil Resources to more than quadruple in price from late jan (38c) t...

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    Hi hendrix - Just wondering - has your Rick Rule epiphany also improved your view on Brazil Resources as an optionality ...

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    Brazil Resources announces NI 43-101 gold resource for the Island Mountain deposit within the Whistler Project, Alaska ...

  • SoGiAm

    arch1 says: April 27, 2016 at 2:35 am http://www.stockgumshoe.com/2016/04/barcelona-hot-type-will-gs-4997-make-gild-gol...

  • SoGiAm

    A devestating virus forces doctors in Brazil to tell women: Don't get pregnant SciencePorn ‏@SciencePorn http://diply...

  • arch1

    Any new disease which might spread into a pandemic deservedly receives considerable attention. The latest, Zika does no...

  • sogiam

    $XON - National Health Surveillance Agency of Brazil to Grant Special Temporary Regist for Oxitec's GE Mosquito: http:/...

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    I do not and don't intend to tie up precious capital on " penny stocks ", especially from Brazil. Does anybody realize t...

  • goldstockbull

    I looked into Brazil Resources after a subscriber asked about them. With the stock up over 120% YTD, I was sure there wo...

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    Brazil resources. Midas gold. Auy. Ngd. More guesses....

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    Thanks, Doc Gumshoe for the comprehensive reminder to keep my immune system in top shape so that if or when any of these...

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    With EXTREME respect to Dr. KSS and to Sogiam for posting, and as a NON-scientist, I feel I must raise a timid hand in p...

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    Glad to see you covering this Travis - thanks. As for 'gold banks' I have seen Brazil Resources and First Mining Financ...

  • arch1

    Here we are getting to the point,any form of government is valid,,,, if men were angels. No form of government can be be...

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