It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Turn down the football game and bring out the pies, it’s that time again! Stock Gumshoe is mostly closed down for the holiday week, but we do have to continue our annual tradition of calling out our “Turkey of the Year” … so take a pause from arguing with your family and join us, won’t […]
Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
The jobs report from ADP was frightening on Wednesday, bringing more fear that the trade war uncertainty and/or some shift in sentiment is cutting business spending, and it seems to be contributing to the rapid “narrative shift” that has happened this year — whereas we were all shocked that the Fed would even consider cutting […]
Gobble Gobble! It’s that time again! Stock Gumshoe is mostly closed down for the holiday week, but we do have to continue our annual tradition of calling out our “Turkey of the Year” … so take a pause from that turkey brining and join us, won’t you? What is this tradition, you ask? Every year, […]
Since the other part of today’s Friday File is all about a biotech stock tease, I thought I’d start out this week’s look at my Real Money Portfolio stocks in that sector. I avoid the drug developers, for the most part, but health care should be a huge sector and a growing one, in general, […]
Lots of folks have been asking about Dave Forest’s ad for Brandt Oil, which is apparently in every email inbox in the land this week… the ad is for Casey’s International Speculator, which is apparently helmed by Forest now, and for which they’d like to receive $1,995 from you for a year’s subscription (no refunds, […]
Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]
Sometimes it seems like investment newsletter teasers run in trends… last week we were inundated with “smart metal” pitches, this week the questions are pouring in about Doug Casey’s “Super Metal.” I guess we shouldn’t be surprised, so many newsletter ads try to implant a short little phrase in your head that harnesses their investing […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO, CTEQF) announced a somewhat surprising equity raise a couple days ago. It seems inspired largely by urgency — they can’t really claim […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
The ides of February are dismal and dreary here in the wet and grey Pioneer Valley of Massachusetts, but we remain hopeful of the sunshine to come. What do I have to share with you, dear Irregulars, as we seek a little brightness to end the week? Well, I do have a few buys to […]
Welcome back, volatility! I’ve got the remainder of my Annual Review to share with you in a separate post that will be released later on, but thought I’d get my big picture thinking out of the way for you first… including a brief update about the few portfolio moves that I made today as we […]
For this week, the focus of my Annual Review moves to natural resources. I’ve owned a bunch of stocks in this sector over the years, though it has grown more concentrated of late in the mining area — mostly gold, though not entirely. To start with, I should share my basic strategy — or my […]
Annual predictions time! People are feeling a bit wealthier after this long stretch of bull market, I imagine, though the Fear and Greed Index is highly volatile and and has swung back and forth between extremes at least a couple times a year over the past few years, with 2017 being no exception, and that […]
Lots to talk about today… we’ll start with a quick teaser solution, then move on to some big picture thoughts, updates on the changes in my portfolio (a couple small buys), and some other little updates and cogitations. The teaser comes from Mike Cintolo’s Cabot Growth Investor, which is just what it sounds like: a […]
It turned out to be blockchain week here at Stock Gumshoe, with the massive wave of bitcoin-related teasers hitting my inbox, so I should update you on that… The tiny fragment of cryptocurrencies that I still had in my wallets after selling essentially all of those positions in September has once again grown from a […]
The latest Keith Kohl ad caught my eye, since I’ve been interested in cobalt for a while now and figured that “blue gold” probably means he’s teasing that metal … so what’s the story, is it cobalt he’s talking about, and what’s the cobalt-related investment that he thinks will make us 1,000%-type gains? Well, he […]
I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
Here at Stock Gumshoe we like to keep our ears tuned in to teasers from all around the world, or at least the English-speaking world — the marketing techniques used by Agora, the Motley Fool, and the whole rest of the financial newsletter universe don’t stop at our borders, and we do have our loyal […]
Comments
CleanTeq SP is killing me. Could news of the upcoming aluminum battery be hurting the share price? Opinions sought. ...
Regarding nickel... "However, the deficits that have recently characterised the market could disappear for a couple o...
$FYI - Exclusive: Tesla expects global shortage of electric vehicle battery minerals - sources "Australia late la...
#CLQ Water Division > https://twitter.com/cleanteq/status/1115779421158301696...
$CLQ, $CTEQF Investor presentation feb 2019: https://clients3.weblink.com.au/pdf/CLQ/02079135.pdf Personal note: A...
$CTEQF still long Hi Kurt - I'm still here too. Like my comments on $ARTH, I just hope I live long enough. I have h...
When I read this quote in IKN this AM, I thought of some of your previous posts that you echo above. I, too, have some...
#Ionic, CTEQF, lp How about a "booster shot" in an article regarding Ionic and Monash: https://www.engineersaustralia...
Hi, I’ve been invested for over a year and have bought from .60 to over a dollar and back down to .30. I like the stor...
CECBF, SPNRF CTEQF...Long ---Happy New Year everyone !! Ran across this when I was off for Christmas and I forgot to pos...
My guess is Clean Teq (Clq.AX Cteqf)...
$CTEQF > https://www.stockgumshoe.com/2018/01/microblog-scandium-cobalt-and-water-purification-clean-teq-holdingsvolume-...
$CTEQF In the week before the DFS on june 25th, the stock price sat at US$.80, Upon its release, it pretty much immedi...
My turkeys this year were Micron Tech and Clean Teq. I’m done with micron but still hold CTEQF. What are your though...
Happy Thanksgiving holidays! $CLQ and $AUZ key parameters comparison https://twitter.com/Fabb86/status/10647743392564346...
$CTEQF - Bloomberg: China Is Leading the World to an Electric Car Future https://mailchi.mp/cleanteq/bloombergchi...
$CTEQF - Bloomberg: China Is Leading the World to an Electric Car Future https://mailchi.mp/cleanteq/bloombergchi...
It's strange that the MGX headline mentions 'Projects First Cleantech Revenue' but the body of the article doesn't discu...
Long CTEQF, ARRRF. I still kind of like CTEQF, because I like all three, cobalt, nickel, and scandium, also australia a...
CTEQF: Don't be misled, cleanteq and ionic are not in production. They are still in the product development phase. Th...
#CLQ, #IVN > $CTEQF, $IVPAF etc... > #Lookout RE: #SouthAfrica: https://www.stockgumshoe.com/2018/01/microblog-scan...
#Iomic #CTEQF #Scalloy #Graphene #Electronics #EnergyStorage > Can carbon fiber car panels double as energy storage mate...
Thanks for your comments, Blackeyed. I was hoping to get someone to give their analysis. We need responses like yours ...
Thanks, Ben. Did you see this SA article on $CTEQF?: https://seekingalpha.com/article/4211180-clean-teqs-financing-tel...
$CTEQF, AEE ARL AUZ CLQ EUC PIL FZO COB PGM WHK > Mostly flat, Penny, this a.m. in Oz: https://www.asx.com.au/asx/mark...
Many times I find edge in bio names if we gap down tomorrow - watch them - names that don't typically trade in line w/ t...
"The rout continues this a.m. in Oz" Gee thanks, Ben. Just the sort of discouraging news to go to bed on, sigh. Stil...
$CTEQF, AEE ARL AUZ CLQ EUC PIL FZO COB PGM WHK > The rout continues this a.m. in Oz: https://www.asx.com.au/asx/mark...
My central thesis on CTEQF is still the same, that a cobalt and nickel sulphate factory is an excellent investment for t...
Thanks Gr8Full! Makes me want to jump into my account and do the investing no-no, that is average down! What bugs me abo...
This will be nothing compared to what it will look like in 5 years from now. #lithium #cobalt #Nickel #graphite #copper ...
#Gr8Full to Griffin, Cowboy, Ed, #HendrixNuzzlez and others in the #EV #Battery #Gumgang! Been a busy summer with lots...
#Cu $IVPAF, #Ni #Co #Sc #H20 $CTEQF, #Zn $NCZ.asx First two choices Robert Friedland's , The 3rd Tolga Ko :-) 10 Au ...
Matt Bohlsen: Cobalt Miners News For The Month Of September 2018 Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BH...
$CTEQF long Ionic Industries > https://ci6.googleusercontent.com/proxy/ChTMmFl7NQEN_yaoU0VsurruKlt88kSSJb_iRYEK6t_rMR...
$CTEQF Ionic > Clean TeQ / Ionic to Form Water JV After extensive testing and development work, Clean TeQ has formally...
$CTEQF - Joint venture to progress graphene oxide technology https://mailchi.mp/cleanteq/joint-venture-to-progre...
Hi Rubberworm :-) Check you e-mail spam, junk mail, inbox first. If not there then contact payments@stockgumshoe.com a...
Heh heh heh....hey Wade3....guess who sold one of his CTEQF accounts yesterday? I'll give you a hint, he goes by the nam...
my guess is that CLQ's share price reacts to commodity prices, just as many other mine companies' too. now that Sunri...
CLQ long small position Clean Teq shares keep bleeding every single day and it seems recent news just accelerated the...
$CLQ $CTEQF long small position Penny, please feel free to dig into the multicatastrophe of Talvivaara as deep as ...
$CLQ $CTEQF long small position wow, Dunnydame, that would be awesome! thank you in advance insider, or at least clo...
$CLQ $CTEQF long small position Dunnydame, would love to hear of the relevant section :) i'm not too familiar with...
...not to mention the astounding negative CMF and OBV on both those so-called stocks. Staying far away!...
$CLQ ow> Ah yes, position size again, but not too overweight. Just a scratch, thus far, compared to biotechs... #G...
$CLQ > Clean TeQ Sunrise Definitive Feasibility Study completed 50 pages 3.0MB https://www.asx.com.au/asxpdf/20180625...
Mapping uncharted territory in ice from zeolite networks to ice structures Edgar A. Engel, Andrea Anelli, Michele Cerio...
#DRC #Cobalt #Copper ty https://twitter.com/KumovaTolga/status/1006026707143307264...
Ionic - Interested in 1/4 to 1/2 of minimum. Best...
$CLQ.asx > A$4.8 million research and development cash rebate received 2 pages 113.4KB 08/06/2018 8:18 AM asterix S&...
$CLQ $CTEQF > Clean TeQ Sunrise Project – Modification 6 Approval Melbourne, Australia – Mr Sam Riggall, CEO of Cle...
If anyone needs anymore proof that #EVs are the future, just look at how much the car companies are committing in hard c...
Other than the fundraising and general sentiment about commodities, or fear that the DRC cobalt mines will expand and be...
$CLQ.asx, $COB.asx, $AUZ.asx, $AEE.asx, $ARL.asx, PGM.asx, Long all :-) Currently All UP. Perhaps capitu...
$CLQ wow - Matt apparently did not own any of the concern when he wrote the article; nothing to disclose. #Best2YOU!...
20170412 > "Tomorrow starts the Songkran festival for the Thailand new year. It's an insane water festival and I will be...
Dr. Hillig Interview: ‘Backwards-Thinking Leaders Won’t Stop Green Energy’ https://impact4all.org/dr-thomas-hilli...
#TUTD Accentuate the + :-) Eliminate the - ;-) :-) Keep it simple silly :-) Fell free to join the H2O thread $NNO...
#WATERisLIFE @WATERisLIFE $CLQ.asx $CTEQF $NNOCF Please feel free to subscribe to the H2O thread > https://www.sto...
#WATERisLIFE @WATERisLIFE This biodegradable water bottle breaks down when it’s empty https://www.weforum.org/age...
More big backers back Clean Teq - money talks. AUZ and ARL are mysteriously lacking in this area....
Ditto. It would be great if they could do all debt. I thought of the Easpring negotiation, it is very telling that it wa...
CLQ finance...I see the figures the same way...they have some oversubscription in their back pocket, I thought they migh...
$CTEQF $CLQ...thoughts on Fidelity This release was done so quietly and without fanfare, it was easy to miss. But I ...
Huge purchase of Clean TeQ stock by FMR Co. Inc. This is Boston-based Fidelity Management and Research. Grand total: ...
Derailment: the worst things for the future of CLQ would be (1) Reversal of political problems in DRC that release c...
Hmm. Well, let's imagine what is likely to be the conditions in two years... First we can imagine highly elevated cobal...
Clq ASX HN, what do you estimate in your opinion, the sp maybe in two years?...
$CLQ ow > Spreadsheet longs shall appreciate :-) An NPV example for @cleanteq $CLQ suggests a $10.5bn valuation. Check ...
Hi all, been trawling around poking at cobalt plays, and waiting for the opening of my Oz brokerage to put in some dough...
Renby...Wow, that was certainly prescient of you selling Ivanhoe just in time and purchasing more Ardea. If Ardea stock...
Beaver, I'm with you. My ratio is 4:1 CTEQF/ARRRF and resisted all temptation to trade some CTEQF for ARRRF, since I do...
CLQ is listed in Australia and Canada...not in the US. I suspect it is for two reasons: RF has outstanding problems ...
He’s a smart, accomplished, and aggressive guy, to be sure. Clean TeQ is my largest wager on a mine builder — risk ...
Hi stockie. Are you aware of hendrixnuzzles blog here on StockGumshoe. He is the resident expert on CLQ https://www.s...
#Trofee, Welcome to the #Gr8Gummunity! Believe you may be interested in the following $CLQ.asx, #Scandium thread: ht...
$CLQ, #Co, #Sc 45 - What A fabulous idea #SecretSquirrel and $AAPL is able to utilize my coined word #iScanDiem... :-) ...
#Top 5 #Trends I Am Following In 2018 https://seekingalpha.com/article/4152746-top-5-trends-following-2018 Include...
Welcome to the 700 club Penny! :-) #Best2YOU and ALL! #HendrixNuzzlez, you could've given me an additional 12-18 h...
$ARRRF $ARL.asx - I increased my $ARRRF position this a.m.. Attempting to locate best avenue to fund additional $CLQ o...
$Consider $CTEQF, $CLQ.asx Clean Teq Opps incorrect link! https://twitter.com/hudgeman1977/status/96859940106415308...
$CLQ.asx ? - China's #C919 large passenger aircraft has received 30 new orders from a domestic leasing company, taking t...
$CLQ.asx ? - https://www.electricvehiclesresearch.com/articles/13358/airbus-and-williams-advanced-engineering-technolog...
$CLQ.asx - Did anybody catch this? Oh yea! February 2018 Investor Presentation for Ionic Industries... http://ww...
$CLQ $Ivanhoe Mining Just a reminder that our friend, hendrixnuzzles, has contiued to provide some excellent suggest...
Interest in this company. i am headed to Sydney in January. I will be a couple of hours from this mining site. Would...
It's been a brutal few days to be a shareholder - is this due to China and commodity-prices?...
Comment Link: https://www.stockgumshoe.com/reviews/stansberry-venture/identifying-lashmets-december-31-2017-medical-brea...
$CLQ CupAndHandle via #BTL #ThankYOU! :-) - https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-...
I will be curious to follow Sama to see whether they use CleanTeQs circuit for their cobalt/nickel extraction. If they ...