Alternative Investments

Martin

Avilynn — Tue, 24 Oct 2006 02:23:00 GMT

Welcome back even if I never heard about you or this forum. The last time that I owned Gold Bullion was in the 1970s when Pres. Nixon came out with currency exchange control. At that time I kept my Gold in a Swiss bank in Zurich. I bought it at around $600 an oz and after a year while paying storage fees I started to sell chunks of the bullion as prices slid down. So of course I took tax losses. At this time (today) I can understand it if an investor is diversifying his/her portfolio with up to 10% of precious metals mutual funds (such as Vanguard's). So what is the big gliken about it that you had to fill three long reply pages on Gold?

Vig (for Avigdor)

Originally posted in thread: 530

M Schulman 2

fredrlene — Sat, 21 Oct 2006 18:23:00 GMT

Good to see you posting again.It seems that their is no one as knowledgable about Gold as you are ,so i would think that the Gold Bugs are happy to have you back ? I am no longer in to Gold ,but followed your advice & suggestions much of the time when playing with Gold.And if i were still into Gold,i would certainly follow your advice regarding these initial entrance equities at these fantasticially low prices .
You may not be a winner all of the time,but you seem to be a winner most of the time.
Areader

Originally posted in thread: 530

MACD (Technical Indicator) screams BUY signal

MShulman2 — Fri, 20 Oct 2006 13:00:00 GMT

Campbell Resources
CCH.TO (Toronto, Canada exchange)
CBLRF.OB (United States OTC exchange)

I have already posted an Introduction on this stock, click on my name to see my posts

I have never seen a MACD crossover (technical signal) so powerful.

Technical chart:
CCH Chart

And the CCH volume yesterday (Thursday) was the highest in over a year. Over 8 million shares traded yesterday, almost all at the ASK.

U.S. based investors can buy the US symbol CBLRF (trades on the OTC). The technical signal is coming from the Canadian symbol. Its doesn't matter - they move together (roughly).

Here is a compilation of Fundamental Analysis on Campbell Resources

You can click on the authors name "BensonLurker" (in the above link) to see his latest posts.

Originally posted in thread: 530

CCH/CBLRF volume was the highest in a year

MShulman2 — Thu, 05 Oct 2006 04:57:00 GMT

The CCH/CBLRF price actually went down since my first post, but looking at the volume, it looks like we have seen a low.

I'm a long term holder, but it's also a beautiful swing trade.

Short term price has been hard to call, since the company is still under restructuring protection. But when Campbell emerges from CCAA in about 30 days, everything will change.

The most respected Gold and Metals Investment firm in Canada (Sprott) gave then $10 million last week.

They are a current producer, trading at a (my calculations) forward PE ratio of under 1. That is unheard of in this the gold/copper industry.

Due Diligence on Campbell Resources

Due Diligence on Campbell Resources

Originally posted in thread: 530

Copper/Gold Producer with PE ratio under 3

MShulman2 — Mon, 25 Sep 2006 12:29:00 GMT

Campbell Resources
CCH.TO (Toronto exchange)
CBLRF.OB (United States OTC exchange)

They are a copper/gold Producer, trading down around 13 cents, because they are just coming out of CCAA restructuring. Sprott (John Embry) is investing $10 million in CCH. You can still buy the shares for only 5 or 6 cents higher than the private placement price.

Weekly Chart

The share price is being "held down" until after the Rights offering closes. Canaccord took advantage of this - they bought 850,000 shares on Friday 9/22. When you buy at 0.13, the ASK keeps getting replenished - how convenient for a large buyer!

Campbell will be emerging from CCAA restructuring protection in the next 30 days. An 80-page Prospectus was released on Sept 13th (available in Sedar). The common shares will remain intact, but diluted. A Rights Plan is being offered.

Fully diluted, there will be 400 million shares. Today's fully diluted market cap is only about $50 million. That's excellent for a copper/gold Producer that will have 5 properties producing.

I see a forward PE ratio of between 1 and 3, and I document that in my Analysis (internet link below).

Currently producing Copper and Gold from 2 properties:

- Joe Mann
- Copper Rand

Campbell will have 5 producing mines in 2007. They will be adding production from 3 more properties in 2007:

- Corner Bay, a massive high grade copper mine. I calculate a total copper resource of 250 million pounds at 5% copper grade. Full production mid-2007. It's all in the press releases.

- Cedar Bay, a formerly producing copper/gold mine.
- Merrill Island (a small mine). Starting up now.

When Campbell emerges from CCAA restructuring (less than 30 days), the share price should shoot much higher. They will be a mid-cap producer with an extremely low forward PE ratio.

Campbell has everything am Institutional Buyer would want:

Production, both copper and gold
Politically safe location
Liquidity
Royalties
High grade resources
Multiple properties
A long history
Largest holder will be best known House in Canada (promotion)

Campbell once traded on the NYSE:

Long Term Chart

A small number of Rights will also trade on the TSX for about 2 weeks in early October. If you buy the Rights, you will then be able to get Units at the same price as Sprott is paying. A Unit is one share and 1/2 a warrant, for .08 CAD.

Additional info can be found on the SiliconInvestor message board for Campbell. This stock is also discussed on the StockHouse message board for CCH.

Originally posted in thread: 530

Copper/Gold Producer with PE ratio under 3

MShulman2 — Mon, 25 Sep 2006 12:18:00 GMT

Good morning everyone,

It's been many months since I posted here regularly. Back in the 2004 - 2005 timeframe, I was probably the most frequent poster on the Gold & Gold stocks market. And I got my fair share of abuse

My number one pick for the average small investor was UNWPX - the U .S. Global Investors World Precious Minerals Fund. That fund has now returned about a 100% gain in the last 18 months. I think it was named as the top fund in America on several lists, but I am not watching the statistics closely.

So I do say hello to everyone.

I came across this Due Diligence on a Canadian cooper/gold producer. The arguments for buying this stock seem reasonable. They are a current producer, and they are receiving private placements funds from the largest and best known Gold Sector Investment Group in Canada - "Sprott". John Embry works for Sprott, and he is very well respected in this sector.

Today's buyers can buy the shares for just a few pennies more than Sprott is paying. That is almost unheard of in this industry. In many cases, when a large private placement is announced, the share price shoots above $1.00 in a single day.

And today's buyers would still qualify for the "Right's Plan". The rights plan will give you a chance to buy more shares at $.08 CDN. U.S. Investors are not allowed to participate directly in the Rights Plan. But our rights will be sold for us by the Transfer Agent (probably in October), and we will be getting a check in the mail.

I will post the info in my next post.

Regards,
Martin Shulman

Originally posted in thread: 530