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Regal Partners Ltd V.RPL


Primary Symbol: VGIPF

Regal Partners Limited is an Australia-based company, which operates as specialist alternatives investment manager. The principal activity of the Company is the provision of investment management services, specializing in alternative investments. It is engaged in managing a diverse range of investment strategies covering hedge funds, private markets, real and natural assets, and capital solutions on behalf of institutions, family offices, charitable groups and private investors. The Company has seven alternative investment management businesses: Regal Funds Management, PM Capital, VGI Partners, Taurus Funds Management, Attunga Capital, Kilter Rural, and Merricks Capital. The Company operates offices across Australia, Asia, United Kingdom/Europe, and North America.


OTCPK:VGIPF - Post by User

Comment by pulverizeron Sep 06, 2012 11:01am
171 Views
Post# 20324369

RE: RE: RE: RE: RE: Chart + Chit chat..bonjov

RE: RE: RE: RE: RE: Chart + Chit chat..bonjov

Yes the volume is rather high for so early in the day. The markets are rallying on EU news. And if the jobs report is positive tomorrow they'll rally further. However, if the jobs report is bad tomorrow, they could still rally because a bad jobs report tomorrow will further fuel next week for the Fed to spark QE3..... however, a positive jobs report tomorrow could derail that.  I believe we are going to see many of these days where it's up 200pts and down 200pts etc. But it sounds like the EU finally has the beginning of a true and solid plan, so that's going to be good for the markets etc.

 

However WTI is getting awefully close to $100. There's a love/hate here. The love is that many Oil stocks begin to rise. The hate is that it sparks inflation across the board. Also, many commodities are rising right now because of speculation QE3 is coming and the bond program the EU is entering. These projects devalue currencies which immediately rise commodity prices. This is nice in the short term if we are holding a winning position........... BUT - too high of commodity prices reflect supply/demand and if demand starts to dwindle, the whole thing unravels and we're back to square one. So be careful, don't get caught up in the Euphoria. Buy on down days, sell into up days. I don't hold this stock, I've been trying to get it at a price I want, which hasn't been happening as of yet. I may just miss the opportunity.... I can't buy in today with such high volumes already..... too much potential for that volume to exit right around the corner. I don't trust WTI at these prices because baked into them is: 1) speculation on Fed action when no action has occurred yet; 2) weather premiums from hurricane season

 

Well - all we need is an inventory report that doesn't support #1 and #2 and WTI crashes back down to $85 and drags the energy sector down with it..... speculation speculation speculation is what makes markets as much like a video game. Speculation will push prices too far as investors invest in euphoria. Fundamentals then reset true values.

 

So enjoy the ride and keep one eye open.

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