Tuesday, 23 June 2015

DocsLaymanChatter - Midweek Special



As the markets become a mine field of lies,deceit, and dishonesty private investors feel the unsolicited wave of uncertainty rolling over them. The markets are rigged folks, the excessive level of corruption never really hit home until the anchors are slammed on the markets and things start to go in the wrong direction. Now before everyone runs out and hits the sell button you have to consider where in the cycle is your investment and will a drier liquidity level significantly change the game for you? 

We know that the markets slow down, we know that private investors are often stifled into selling at the wrong point and of course we know just how green private investors are. This leaves people with a conflicting sense of what they need to do against actually doing it. One has to take preventative actions however the bulk of the investment community start to take such measure right at the pinnacle of change and on the wrong side of a trade or investment. 

Never find yourself buying or selling on emotion, never find yourself allowing wider factors affect your day-to-day decision-making and for crying out loud, KnowTheGame folks... 

Capital protection is paramount as this is the foundation to what gives us the ability to invest / trade. Never lose sight of how valuable your capital is. 

Whilst the last 3 weeks has presented the shitty end of the stick towards private investors we must all remember that the markets are built by design to draw us into making the wrong decisions at the wrong time... hail a sucker rally or best a pre Grexit pump!!! I expect the heat will come back at the end of summer but a few bright days before could well be on offer. 

Don't expect miracles but use each and every roll of the dice to improve your personal position - '' Money can buy you a good dog but it can't buy you a wag of it's tail '' 

Savannah Resources: SAV recently announced a deal that all LT investors new it could secure, naturally any lag of news forces the impatient to exit on any sniff of interest however Rio Tinto is a little bit more than a flim flam deal so I expect to see many more twists & turns 3p area looks good value on what we know now against last week. 

CEB Resources: Came out of suspension among a lot of speculation with the SP getting anchored by the placees taking there fill and moving on, personally I see another MXO in the making and whilst this is exciting it all takes time. I have added to my already significant position and will intend to scale in further as news / deal flow should be pretty encouraging. Whitby is no stranger to value creation with his last shell running from $1.6m to $600m market cap.

Afren: Is the company under the watchful eye of aim, are we seeing the death role playing out of a celebrity investor name taking his place briefly on the podium or is it literally a pre crash rally to allow the boys out??? - Time will tell but I see folks making some money out of AFR over the coming weeks but it won't all be clean money. 

Keep ya pecker up 

Doc 

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