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Pebble puts a plan on table
http://www.thebristolbaytimes.com/article/1802pebble_puts_a_plan_on_table
204,000 might have been part of Reg SHO today after the hit piece by Sahm yesterday:
https://www.sec.gov/investor/pubs/regsho.htm
"He who sells what isn't his'n, Must buy it back or go to prison"
- Daniel Drew.
It’s few years old, just to know who you dealing with.
Hedge-funder in hot water: Sahm Adrangi arrested on DUI, cocaine charges in Hamptons
https://www.cnbc.com/2016/08/15/hedge-funder-in-hot-water-sahm-adrangi-arrested-for-dui-cocaine-possession-in-hamptons.html
Shorts in trouble, no shares to barrow, time for attack to shake few weak hands, new junkie report out:
http://releasefact.com/2018/01/kerrisdale-capitals-sahm-adrangi-remains-thumbs-down-on-northern-dynasty-minerals/
NAK shares are on the hard to borrow list!
Got a call from brokerage house today and they asked me if I would like to lend out my shares for a fee, asked what stock are they talking about they had to check and got back to me they want NAK shares to be lent out, asked how much, they said they are on very hard to find list and they charge shorts 15% to let them have it and would pay me 10% , told them to take a hike! Keep your shares in all cash acts and if you have margin acct and no margin balance , transfer the shares to the cash side of your acct.
With the right news we might get that short squeeze one day!
Northern Dynasty - Derisked And Worth $7.50 A Share
http://www.seekingalpha.com/article/4135886
Northern Dynasty Minerals Gets a Buy Rating from H.C. Wainwright
http://www.analystratings.com/articles/northern-dynasty-minerals-gets-a-buy-rating-from-h-c-wainwright/
5 years and 120mill was put in to this study, worth reading:
http://issuu.com/pebbleltdpartnership/docs/pebble_environment?mode=window&backgroundColor=%23222222
Worth reading again about hiring of James Fueg as VP Permitting who is filing for NAK.
https://www.northerndynastyminerals.com/news/news-releases/2017/northern-dynasty-announces-hiring-of-senior-technical-leadership-for-alaskas-pebble-project/
<Senior Vice President of Engineering and Project Director Stephen Hodgson (P. Eng.) will lead Pebble’s engineering and project development team, with responsibility for all aspects of project design, engineering and financial studies and regulatory compliance. He will be supported by Vice President of Permitting James Fueg (PMP, CPG), who assumes responsibility for all aspects of the project’s regulatory permitting team and process, including management of environmental and socioeconomic studies, liaison with federal and state agencies and active management of Pebble’s forthcoming Environmental Impact Statement (“EIS”) process under the National Environmental Policy Act (“NEPA”).>
<James Fueg is a geologist and a geophysicist with more than 25 years of experience in mineral exploration and resource development, including more than 20 years working in Alaska. He was most recently seconded from Barrick Gold Corporation to serve as Technical Services Manager for the Donlin Gold Project in western Alaska, where he played a leadership role managing the EIS and NEPA permitting process for a project expected to receive a final Record of Decision in 2018.>
NAK filing on US Army Corp of Engineers website:
http://www.poa.usace.army.mil/Missions/Regulatory/Public-Notices-Section-Homepage/
Good timing b4 Hamilton speech
NAK made the list of investment picks for 2018:
Life is Like a Spreadsheet: Northern Dynasty Minerals Ltd (NAK)
"Going for broke. Here's to betting that Trump's EPA chooses mineral deposits over salmon. He's more of a steak guy anyway.”
https://seekingalpha.com/article/4135058-top-investment-picks-2018
In case you missed this video from one month ago:
https://www.bing.com/videos/search?q=recent+news+on+NAK+Northern+Dynasty+Minerals&view=detail&mid=542E377B7FE32FFF1EFD542E377B7FE32FFF1EFD&FORM=VIRE
It must be painful to sell 3.5 mill shares and for almost same money buy back 500k shares almost 3 years later. Guess he’s believer now:
https://www.owler.com/reports/northern-dynasty/insider-selling--james-gordon-flatt-sells-3-500-00/1421284200097
Follow the money!
Insider Gordon Flatt bought 500,000 shares of NAK:
https://m.canadianinsider.com/private-eye/2017-12-20/10-holder-buying-northern-dynasty-minerals-ndm
In the past, the Lake and Peninsula Borough has been targeted by Pebble Mine opponents, notably Alaska’s wealthiest resident Bob Gillam, who funded ballot initiatives, lawsuits and propped up George Jacko Jr. as a candidate against incumbent Mayor Glen Alsworth, Sr. The Borough has spent hundreds of thousands of dollars fighting what they claim are frivolous lawsuits, and Gillam’s standing with wider Pebble opponents suffered on account of his relationship with Jacko. A former state senator, Jacko’s reputation for harassing young women stretches far beyond the claims made against him during an official investigation while he was in office in the early 90s.
https://www.alaskapublic.org/2017/10/03/bristol-bay-braces-for-long-awaited-pebble-mine-plans/
Northern Dynasty Minerals Upcoming Events:
TD Securities Mining Conference January 17, 2018 - January 18, 2018 Toronto
Cambridge Vancouver Resource Investment Conference January 21, 2018 - January 22, 2018 Vancouver
BMO Global Metals & Mining Conference February 25, 2018 - February 28, 2018 Florida
Prospectors & Developers Association of Canada Conference March 4, 2018 - March 7, 2018 Toronto
https://www.northerndynastyminerals.com/investors/events/
BIG TENT PARTY HAS A PARTY COMING UP
On Jan. 6, Alaska Republicans will host a first-anniversary gala celebrating the 45th presidency.
This year Mark Hamilton, executive vice president of external affairs for the Pebble Partnership, will be the keynote, and radio personality Rick Rydell is the auctioneer. Tickets are selling fast, according to organizers.
https://i0.wp.com/mustreadalaska.com/wp-content/uploads/2017/12/trump.png?w=521
Why Northern Dynasty Declined After Finding A New Partner For Pebble
$NAKhttp://www.seekingalpha.com/article/4134327
<Optimizing Livengood
While International Tower Hill Mines Ltd.’s Livengood project may be the smallest of Alaska’s Big 3, the 11.5 million oz of gold in the measured and indicated resource category definitely earns the world-class moniker.
The fact that it lies alongside a paved highway only 70 miles north of Fairbanks adds to the unique attributes of this large, but relatively low-grade gold mine project.
A pre-feasibility study completed for Livengood in 2016 outlines plans for a 52,600-metric-ton-per-day mill that would produce 6.8 million oz of gold over a 23-year mine life, or roughly 294,100 oz annually.
This is based on 392 million metric tons of reserves averaging 0.71 g/t (9 million oz) gold.
“The fundamentals of the project are compelling: one of the largest gold resources in North America that is not owned by a major, an accessible location in a stable jurisdiction, and a project that is highly leveraged to the gold price,” said Karl Hanneman, who took over as Tower Hill CEO in February.
This year, Tower Hill is investing around US$6.3 million in a work program focused largely on improving the economics of developing this deposit into a world-class mine.
The 2017 program targeted those aspects of the project that could deliver the highest increase to its net present value for the least expenditure. Work is also planned to advance the environmental baseline efforts needed to support future permitting.
Turning Livengood and its advanced exploration counterparts into operating mines would go a long way toward Alaska further realizing the economic benefits of the world-class minerals potential for which the Far North state is renowned.>
http://www.petroleumnews.com/pntruncate/912573289.shtml
Latest research reports on NAK and FM:
https://www.docdroid.net/LrCoonj/northern-dynasty-minerals-limiteds-framework-agreement-analyst-comments.pdf
<Let's take International Tower Hill Mines (THM) as a good example. It may not be the best gold mine project in the world, because it has lower grade and higher cost to build and mine, but it has excellent *leverage* to the gold price. Right now, when the gold price is below $1,300, most investors see little value in it, because it will cost about $1,450-$1,500 per ounce to build the mine and then get its 8 to 12 million ounces of gold out of the ground. So right now the stock price is very, very cheap. But if the gold price is $1,700, suddenly those 8 to 12 million ounces become massively profitable to mine.
Now, I'm not predicting or expecting $1,700 gold in 2018. But if gold even breaks above $1,400 in 2018, for the first time since 2013, more and more investors and traders will begin to prepare for and anticipate $1,500 and $1,700 gold. The money will rush back into stocks like THM. They won't wait for the actual $1,700 gold price, if they see the momentum in that direction.
Keep in mind, I'm not always a gold bug or a gold bull. This past spring, I cautioned people to get out of most junior gold miners. The momentum was weak and the stock prices still had plenty of room to fall. Which they did from September to December. But now I see the sector bottoming, and the stock prices have come back down to bargain values again. So this is the time when I love to be a buyer again. THM is just one example>........
https://seekingalpha.com/article/4134080-gold-modern-world-2018-outlook
<Copper prices jumped to a four-year peak on Thursday as funds bet on strong demand in top consumer China and supply disruptions in top producer Chile leaving the market short of the metal used widely in power and construction.
Benchmark copper on the London Metal Exchange was up 0.3 percent at $7,264 a tonne at around 1215 GMT from an earlier $7,312.5, its highest since January 2014. It is up more than 30 percent so far this year.
"Funds are on a buying spree, but the timing and strength is surprising," said Quantitative Commodity Research consultant Peter Fertig. "Fundamentals are good. China is a growing economy, it will need more copper. The risk of strikes in Latin America due to labour negotiations is looming.">..............
https://finance.yahoo.com/news/graphic-copper-soars-4-high-122421407.html
In case you missed this worth reposting, also pay attention to #3 as an option on gold prices:
http://www.petroleumnews.com/pntruncate/912573289.shtml
Northern Dynasty Minerals: The Truth About The Framework Agreement
$NAKhttp://www.seekingalpha.com/article/4134229
Anyone seen this in action?
http://www.mbgilbert.com/blog/what-kind-of-roof-does-the-2018-mercedes-benz-slc-have/
From the “horses” mouth @ 13:25
https://katusaresearch.com/exclusive-update-interview-ron-thiessen/
Dig Me A Hole
Sam's "Client" Gillum ordered him to dig a hole 8-feet deep.
After the job was completed Gillum returned and explained
an error had been made and the hole wouldn't be needed. "Fill
'er up," he ordered.
Sam did as he'd been told. But he ran into a problem.
He couldn't get all the dirt packed back into the hole
without leaving a mound on top. He went to the office and
explained his problem.
Gillum snorted. "Honestly! The kind of help you get these
days! There's obviously only one thing to do. You'll have to
dig that hole deeper!" Call the Shorty Goons and get some of that
naked dirt from up north Kernisdale Hills.
NAK could be great call option on rising cooper and gold prices in 2018
besides the permitting and new developments that could happen.....
GLD: Gold To Become One Of 2018's Top Performers $GLDhttp://www.seekingalpha.com/article/4134120
With tax selling over in few days I think retest of $2 more likely than $1.65
Strong rally in commoditieshttp://www.seekingalpha.com/news/3320116
<Northern Dynasty Minerals Ltd (NYSEAMERICAN: NAK) is likely to have a strong time in the market in trading sessions to come, and for good reason. The company recently announced the submission of key permit applications, leading to excitement surrounding the stock. Today, we’ll talk about the battle the company faced to move forward with these applications, why they are so important for NAK, and what we’ll be watching for with regard to the stock ahead.>
https://cnafinance.com/northern-dynasty-minerals-nak-stock-could-see-massive-gains-ahead/17445
<A permit application starts what could be a yearslong phase for the controversial project, which got a boost this year when the feds announced plans to lift restrictions proposed by the Obama administration on development in Alaska’s Bristol Bay region.>
https://www.seattletimes.com/seattle-news/backers-of-alaska-mine-project-seek-to-advance-effort-2/
Yes, short term position with only part of my holdings that I don’t mind to give up in case the stock runs away and if that happens will sell put to get the stock back or pocket the premium in case the stock will keep going up.
Nothing in life is sure thing. Writing covered calls when stock is on the high of the trading range might be good idea on the part of your holding to generate income while waiting.