Longterm Investing
A place to put my posts
正文
http://www.infomine.com/investment/metal-prices/molybdenum-oxide/
TC is/was my favor, it was pure moly mining, but as its new Mt. Milligan Mine production ramp up, it is a low cost copper miner too.
I also bought some GMO, two reasons: 1. moly price up, 2. insider buying, 26% are held by insiders, IIRC.
Risks, China economy collapse, => basic materials price collapse.
More information on TC:
http://finance.yahoo.com/mbview/threadview/?&bn=9608b555-3b62-302f-980a-53fddc13c2e6&tid=1397688612883-e8c812e6-1d5b-4f94-9e50-25d314c1c25c&tls=la%2Cd%2C2%2C3
TC is/was my favor, it was pure moly mining, but as its new Mt. Milligan Mine production ramp up, it is a low cost copper miner too.
I also bought some GMO, two reasons: 1. moly price up, 2. insider buying, 26% are held by insiders, IIRC.
Risks, China economy collapse, => basic materials price collapse.
More information on TC:
http://finance.yahoo.com/mbview/threadview/?&bn=9608b555-3b62-302f-980a-53fddc13c2e6&tid=1397688612883-e8c812e6-1d5b-4f94-9e50-25d314c1c25c&tls=la%2Cd%2C2%2C3
评论
Liox
2014-04-18 11:28:47
回复
悄悄话
the 26% insider ownership includes 13% from Hanlong, which is a hooligan player.
Liox
2014-04-18 11:25:10
回复
悄悄话
Good to see you have positive opinion of Moly too. I have GMO, but no TC.
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