We See Europe Start To Tank
[Plus: Cambodia | Carlisle | CHL Malartic | Sysorex ]
January 16, 2015
I see London,
I see franc.
I see Europe
Start to tank.
VANCOUVER, Canada -- We are about to present our TCR imperative on that Cambodia gold company.
?
It will be in Vancouver at the Cambridge Resources Show -- Monday 1 p.m.
This "workshop" will only be 30 minutes, and I am not going to use slides, analyst reports, pretty pictures or data. Done that.
Instead, I am going to state for the record, and I know I am shouting here: the country, regional and company-specific reasons why our Cambodia gold prospector and royalty holder is shaping up as the next, please bear with me: the next SE Asia Wonder-X.
Just go to ThomCalandra.com or I-search for TCR and Cambodia, and you'll find the name, the ticker and the 100,000-plus
?[SUBSCRIBERS ONLY PLEASE] ...
?
?IN THE MEANTIME:
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-- Look for gold and silver, to continue their January gains. Gold is outpacing an element 10x as rare: platinum; they are at equal prices. Gold will lead all metal stores of value as an investment in the next several years.
-- Fallout almost surely will continue for many currencies against the USD; the
DXY basket of currencies against the USA dollar continues a 3-year rise. I included a chart and I remind our
TCR audience that I leave charting to the chartists. On Friday, the
DXY (multi-year chart here) reached the 93 level, its highest point since late 2004.
That
USA dollar strength, for many fundamental reasons of trade, economic growth, improving worker productivity, albeit static salaries (in the USA), easily can get back to where it was in year 2000, which is another 10 percent higher against the basket of non-USA currencies.
ACTIONABLES: Notes for our
TCR subscribers --
Carlisle Goldfields shareholders approved a 1 for 6.5 share consolidation just a few hours ago. Aside from my feelings about these (usually destructive) reverse share moves, I commend Carlisle (CGJ in Canada) and fresh CEO
Abraham Drost for getting AuRico and its $5 million of cash on board for further development of Lynn Lake's gold deposits up there in Manitoba. I have seen it, and one of those targets, or two or three, will be gold mines one day, as they one were. It is a gold camp. Carlisle provided a good update
here. Mr. Drost and his partners at Carlisle are about the tamest executives I know in the minerals biz, so read between the lines, as he, Bruce Reid, geologist Peter Karlesse and the rest of the Carlisle crew rarely shout. Must be that Manitoba and Thunder Bay (Ontario) water they drink. ...
Abitibi Royalties' outsized gains this week almost certainly will be the foreshadowing of compelling
CHL Malarticupdates next week or later this month. RZZ (in Canada) also might have royalty news from partners Agnico Eagle and Yamana Gold. RZZ shares are difficult to purchase; GZZ, the sister company that owns about 60 percent of RZZ, is Golden Valley Mines. I own both but sold 1,000 shares of my RZZ this week so that I can purchase more of that Cambodia prospector. I still own almost 20,000 shares of Abitibi. ... FINALLY, look for fast-moving developments and POSITIVE sales updates going forward from
Sysorex Global, owner of AirPatrol, Sysorex, Lilien Systems and Shoom. SYRX on NASDAQ. Think: cybersecurity, mobile location data, cloud computing and analystics.
More specifics to come for subscribers. I own SYRX, RZZ, GZZ, CGJ and that Cambodia prospector.
-- Thom Calandra
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Thom Calandra & TCR are researchers and investors. They are not registered investment advisers. The research and material they offer to subscribers are meant as editorial opinion.