Commodities | - Part 2

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Category — Commodities

After the Oil Pull Back, Now What?

After the Oil Pull Back, Now What?

Precious metals, energy and commodities recently hit a rough patch.

But will these low ‘pullback’ prices last forever? Even in the face of what seems (to me) as an extreme wave of inflation rushing over us?

Today we’ll cover all the bases. Starting with crude oil

West Texas Intermediate (WTI) crude oil is in the low-US$90s per barrel, while the iconic Brent Crude price just over US$100. That’s low, by recent standards, for two reasons.

One reason is that global oil demand growth is moderate, due to the creeping worldwide lack of economic confidence. China has slowed. Japan is moribund. Europe is a mess. The North American economy is iffy, on the best of days.

This widespread lack of confidence may or may not morph into the next recession (pleasant thought, eh?). But the global economy is a big, arm-waving subject, and let’s not go there just now. [Read more →]

April 30, 2013   Comments Off

Where is the Exploration Money Going?

This article is contributed by One of the TOP sites for up to date information on the Canadian and US Stock Markets. For more information subscribe to their free newsletter.

Dear member, 

Pacific Potash (PP:TSXV), like many juniors, has seen its share price battered over the past two years. Take a look at the company’s two year stock chart below.

Does the chart look familiar? Pacific Potash’s stock chart probably looks very similar to a junior explorer, or two, sitting in many portfolios. However, there may be a few significant differences between Pacific Potash and many other junior resource plays.

While many junior exploration companies are in a tough financial position (in February a reported 600+ junior resource companies had less than $200,000 in the bank), our new Client and Featured Company, Pacific Potash (PP:TSXV), just completed a $2.25 million private placement financing with the intention of executing a summer 2013- exploration and drill program in an emerging potash district (click here for full news release).

In addition, over the past 30 trading days - a period which has seen liquidity dry up for many juniors - Pacific Potash has traded nearly 10 million shares. It currently trades for $0.095.

So the question is ‘why’? [

April 25, 2013   Comments Off

Potash: A Necessity for Many.

This article is contributed by One of the TOP sites for up to date information on the Canadian and US Stock Markets. For more information subscribe to their free newsletter.

Dear member,

Potash is one of the easiest commodities to understand. When going long potash, one is betting on increased food consumption. That’s basically it.

There are two undeniable facts that ensure increased food consumption and demand for potash over the long-run: Exploding populations and decreasing arable land on which to produce food.

The global population is increasing and arable land is being destroyed at an alarming pace. To be clear, this doesn’t guarantee the price of potash is going to explode and that potash companies will always make money hand over fist, but it does support consistent growth in demand for this commodity. Furthermore, this combination ensures that rising populations will need to grow more food in less space and for that to happen, fertilizer (one primary ingredient in many fertilizers is potash) is a necessity.

With those facts considered - and the weak demand for many other commodities at the moment - our team has become very interested in potash and countries working to increase their mineable potash reserves.

200,000 babies are born every day. Minus the average daily death rate of 75,000 people and the world is left with a net 125,000 daily population growth. In the next 35 years an additional 2.5 billion people are expected to be living on this earth. In addition, millions will be lifted from poverty every year in China and India and will demand a higher quality of food. [Read more →]

April 18, 2013   Comments Off

Resources Update: Direct From the Hong Kong Mines & Money Conference.

Resources Update: Direct From the Hong Kong Mines & Money Conference

That’s the second day all done and dusted.

I’m just about done.

Everyone was flagging today and the crowd in the conference hall visibly thinned out.

I spent the afternoon at a separate resources conference that was taking place nearby. It involved fund managers and some of the mining companies from the Mines & Money conference.

I managed to get a lot of one-on-one time with management in one sitting. It was like speed-dating with resource stocks.

That was kind of the focus for me today, chatting to management…I hit up about 25 companies. I can’t talk about them here, but I’ve got a stack of new ideas for Diggers & Drillers.

I made sure not to miss the unmissable Robert Friedland talk this morning. He promoted his Ivanplats Ltd [TSX: IVP] company. I need to take a closer look at this, but if I got the right end of the stick he has some monumentally big projects, or ‘disruptive’ projects as he called them.

The main one is a platinum, palladium, rhodium, gold, copper, and nickel mine in South Africa that he described as being bigger than the world’s two gold companies – Barrick Gold [NYSE: ABX]  and Newmont [NYSE: NEM] – put together. He’s not one to talk things down! Whereas the width of the average platinum seam is a metre, he described this as being 20 metres thick. [Read more →]

March 25, 2013   Comments Off

The Two-Dimensional Diamond That’s Set to Turn Your World Upside Down.

The Two-Dimensional Diamond That’s Set to Turn Your World Upside Down

The Two-Dimensional Diamond That’s Set to Turn Your World Upside Down

Here are a few Monday riddles for you:

What space-age material is two hundred times stronger than structural steel?

What conducts electricity so insanely quickly that researchers at IBM see ‘no intrinsic limits into how fast it can go’?

And which new substance is the subject of three thousand new research projects, and has just been given a one billion Euro research investment from the European Commission?

Amazingly, the answer is the same for all three questions…

I’m talking about graphene.
This is the brand new material that the world of science is salivating over.

Graphene is completely revolutionising the world of material science, even more than the arrival of plastics did last century. The unparalleled strength and conductivity of graphene make the possibilities so much more tantalising than plastics ever could have.

If this is the first you’ve heard of it, let me explain… [Read more →]

February 20, 2013   Comments Off

The ‘Stuff’ of Commodities.

Every year Credit Suisse publishes the Global Investment Returns Yearbook. It’s a summary of how different asset classes have performed over the last 100 years or so. It also includes a bit of analysis and comment on what that means for investors.

The main conclusion from this year’s study was pretty predictable.

Returns on all asset classes are likely to be very modest in the next few years. That’s why pensioners-to-be need to ferret away more cash than ever. How much?

Well, according to Allister Heath of City AM, the findings suggest that most people should probably think about something like a quarter to a third of their salaries.

And given that most people won’t save anything like that, ‘a horrible crisis is looming’.

Today I want to show you why I think this situation is scandalous. And I’ll look at what it all means for your asset allocation this year. [Read more →]

February 13, 2013   Comments Off

Don’t Ignore the Surging Agricultural Demand in China.

Don’t Ignore the Surging Agricultural Demand in ChinaWhen looking for hot spots for investing in 2013, investors must consider the major trade shift happening in China for agriculture.

You see, China is the world’s largest consumer of grains. That’s not surprising considering China’s population is 1.3 billion, with an additional 8 million children born each year.

China historically has been largely self-sufficient in most grain categories, rarely importing products like corn and wheat.

But that is changing

China is becoming a net importer of grains.

As Rabobank (one of the largest lenders in global agribusiness) analyst Erin FitzPatrick toldAgriMoney, “This is something that the market should be looking at.”

Here’s why. [

January 16, 2013   Comments Off

What is of Interest in the Market today.

This exceptional educational Newsletter is contributed by Eric at TradingAustralianShares. Subscribe to receive his free Newsletter

What is of Interest in the Market today

The following is an extract from Money Morning (First Prudential Markets)

What happened in the market yesterday? ( (Source: First Prudential Markets)

Chris Finlayson, the new chief executive (CEO) of oil and gas giant BG Group , could look to free up capital by selling off assets, according to sources close to the firm. Analysts suggested that billions of dollars of utility and pipeline assets related to the British-based firm’s US$20.4 billion liquefied natural gas venture in Queensland would be a prime target for a sale. “A strategy of earlier monetization would make sense  the change in CEO may be the catalyst for change,” John Rigby, analyst at investment bank UBS, said.

Analysts and fund managers have warned that an almost six-year low in market volatility does not mean that instability is far away, with the European debt crisis, the fiscal debate in the United States and China’s economic growth all causes for concern. According to Australia’s equivalent of the VIX volatility index, the local stock market is running at approximately 12 percent, half of its 24.5 percent average over the last five years. Joshua Kirkwood, equity strategist at investment giant Bank of America Merrill Lynch, warned that “things could change very quickly”.  [Read more →]

January 14, 2013   Comments Off

How the ‘China Money’ Could Push Silver 58% Higher in 2013.


If the mainstream perceives gold investors as cranks, they seesilver investors as the realnutters out there.

Yet this scorn is misplaced. In the space of just one decade,silver has quietly gained 233% – and that’s even factoring in the rising Aussie dollar.

This 233% gain means that if an Aussie investor had bought A$15,000 of silver in 2003, it would be worth A$50,000 today.

The gains have come in fits and starts – as is the way with silver. However the average gain for Aussie dollar silver has been 16.3% per annum, which puts it well ahead of Aussie dollar gold at 11.6% per annum.

The trick is to maximise your gain by timing your entry. [Read more →]

January 10, 2013   Comments Off

Why Invest in Gold Stocks in 2013.

This article is contributed by One of the TOP sites for up to date information on the Canadian and US Stock Markets. For more information subscribe to their free newsletter.

Dear member,

The TSX Venture is in a transition phase. It will likely never be the same as it was in the first decade of this century. Many of us witnessed the madness of investors throwing money at companies with a nice land package, a pending LOI or a few good drill holes.

Now, reality has set in; nobody cares about long-shots and grass roots playswith minimal cash in their treasury. That is the answer desperate, under-qualified and unproven CEOs have been given by institutions and investors as their treasuries diminish and their respective companies fade away. It is a harsh reality, but it is a great thing for investors because the flip side to the evaporation of equity on the TSX Venture are the remaining warriors who are trading at historically low levels.

A company is not considered a warrior just because it still trades. It is considered a warrior because of its ability to remain strong despite the tough market environment of 2012. Companies in a favorable position today, perhaps not in share price, but in cash on hand and advancing assets, in this market, have proven they are fighters, extremely savvy and have an asset which still generates significant capital interest. [Read more →]

January 9, 2013   Comments Off