Hi Lost;
I only invest in under 10 a year or so.
For example I invested 50k in ABU at 3 to 4c and sold at 8c months later because the manipulation of the gold market spooked me.
As a long-termer I don't actually tend to talk about my value investing because the longer it is not out there about it the better to accumulate. Many long-termers are tight lipped like me as well...
That being said my pick of the year industry is Vein Graphite for many, macro-econ, technology drivers, sovereign leverage, fundamentals and dirt. This is a short list so I am sure you can find out about it yourself. here is some of my latest Macro-econ Analysis, it applies to Vein as much as the company itself so enjoy....
Part 1 - Splintering of the USD; China, Graphene and Sri Lanka
http://hotcopper.com.au/threads/potential-90-bagger.2356344/#.VCAGEBajdc8
Part 2 - Sovereign Leverage; Value, and Trade
http://hotcopper.com.au/threads/mrf-and-sovereign-leverage.2360463/#post-14009150
Part 3 - Colombo Capital Conference, Global Investor Class, Asian Investors, Management and Near-term production/profit....
So much has recently happened that even I am struggling to keep up and share with people.
Above all else the collapsing USD is the force that is driving so much of what we are seeing in the news. Symptoms of a drug addict. Maybe I am completely wrong! DYOR !!!
In my opinion the news is the thin veneer through which we peer, the real news is below the surface and is much more complex then imaginable and much more corrupt in my opinion.
It all comes back in my opinion to the Collapsing USD. See if you can see it in the news I am sharing here?
The PetroYuan Cometh: China Docks Navy Destroyer In Iran's Strait Of Hormuz Port
http://www.zerohedge.com/news/2014-...docks-navy-destroyer-irans-strait-hormuz-port
China Fires Shot Across Petrodollar Bow: Shanghai Futures Exchange May Price Crude Oil Futures In Yuan
Guest Post: From PetroDollar To PetroYuan – The Coming Proxy Wars
The Rise Of The Petroyuan And The Slow Erosion Of Dollar Hegemony
French Farmers Set Tax Office On Fire – Demise of Europe
http://armstrongeconomics.com/2014/09/21/french-farmers-set-tax-office-on-fire-demise-of-europe/
U.S. Trade Rep. Froman Pushes Secret TPP With Business, Political Elites
http://www.thenewamerican.com/usnew...hes-secret-tpp-with-business-political-elites
Presenting The Two-Tier Market: Mapping Europe's Microwave Tower Network
http://www.zerohedge.com/news/2014-...arket-mapping-europes-microwave-tower-network
Royal Mint puts its gold bullion up for sale
http://www.independent.co.uk/news/b...uts-its-gold-bullion-up-for-sale-9747554.html
Interesting Data Points...
Every day I read 50 of these in many non-English news outlets. The world is caught up but I doubt it makes our Aussie news??
I hope, agree or disagree, you have found this interesting.
Kind Regards
