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What’s with people like this, spending so much of their time,...

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oldmate21

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27/11/18

16:22

Post #: 36657203
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Originally posted by You3OAte: ↑

Not to be overly critical but there doesn’t appear to be much original thought in the Clean Teq De-risked article.It comprises numerous quotations from who’s-who in the investing world (link provided) and a regurgitation of chart data provided by Clean Teq and other authorities. For example:

As Warren Buffett says:
"When a company is selling a product with commodity-like economic characteristics,being the low-cost producer is all-important"

Or Mohnish Pabrai says:
“When you’re buying a mine or a commodity producer, cost of production becomes the moat and consistent low cost of production is the way to go about it. And so what I try to do, when I look at the miners – because obviously with commodities, you have no moat – is to create a moat by choosing a consistently low-cost provider.”

After all risk is everything, as Frank Martin,a Master Investor says:
"Any look at the prospect for all types of investments would be grossly incomplete without a careful examination of the risks that one would have to assume to be in the game."

This quote from Bill Ackman is a good reminder.
"We have generally avoided commodity-sensitive businesses. With commodity businesses,it's very difficult to predict the future price of the commodity"

Quote Source - (VIEWLINK) - the greatest collection of insights from the World’s Greatest Investors.

The effort is applauded but I don’t really get to read what the author thinks. What his opinion is. Why he sees Clean Teq as superior to others. It seems only to be a faithful cut and paste of varies self-appointed experts.

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What’s with people like this, spending so much of their time, thinking and energy on stocks they don’t own. No day job? Nothing better to do with his spare time?

CLQ Price at posting: 39.0¢ Sentiment: Hold Disclosure: Held
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What’s with people like this, spending so much of their time,...

Westgold sets its sights on top five producer status through merger with Karora

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Is oil undervalued?

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Venture to sniff out high-grade REE targets at Jupiter project, WA

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

What’s with people like this, spending so much of their time,...

Top Stories

Westgold sets its sights on top five producer status through merger with Karora

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Is oil undervalued?

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Venture to sniff out high-grade REE targets at Jupiter project, WA

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News