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Watch List of non RSPT affected resource stocks
shasta
post Posted: Jul 4 2010, 09:19 PM
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In Reply To: flower's post @ Jul 4 2010, 07:34 PM

Flower

Looking at Gold & Uranium overseas, AGG came straight to mind


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flower
post Posted: Jul 4 2010, 07:34 PM
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For the time being presume we must accept that the RSPT situation today is the one we must live with, and given we now start to get 2010 Q2 announcements coming through, "broad" stock picking becomes that much more difficult as there will be specific winners and losers from the political decisions made last week.

The West Australian published a "league table" in 3 categories
1:Biggest Winners
2: Mostly Ahead
1: Less to Gain

1:
a. Gold---nickel---uranium---and all non iron miners
b. Miners whio make less than $50m per year
c. Miners with overseas assets

2:
a. Big iron ore and coal miners with existing assets
b. Coal seam gas industry
c. Diversified miners

3:
a. Exploration companies
b. Iron ore/coal juniors who need capital
c. Non mining companies who miss out on extra tax cuts


Having that overview the next thing is to try an identify specefic companies.

I understand that most seem to hold brokers and their analysts in fairly low esteem (flower is not one of those!) and those resource based brokers will presumably be fevereshly pouring over Q2 reports to establish such a list which will asuredly find their way into the financial press in a few weeks time.

I am going to start with 1a. Gold---nickel---uranium---and all non iron miners and then narrow that down further initially to

"gold, nickel, & uranium companies who operate outside Australia."



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flower
post Posted: Jun 4 2010, 06:53 PM
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In Reply To: denpal's post @ Jun 4 2010, 06:03 PM

Agreed, whilst it does operate in OZ, its core operations are in Indonesia.



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denpal
post Posted: Jun 4 2010, 06:03 PM
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ROL, check today's sp action too up 11.89%

 
flower
post Posted: Jun 4 2010, 05:07 PM
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Went through them thus far, what I'm now looking for is the start or continuation of a trend, which is up or starting to look positive IN SPITE of the last 4 weeks of arguament about the tax, my list now--with some additions is;

CVN
PCL
SUR
VIL
PNA
PLA
EXT
CFE
AMX
AND
CPL

At a later stage will check the list for the basic factors--ie that they cannot be tax effected.

I know there are more, just got to discover them.



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29101971
post Posted: Jun 4 2010, 04:30 PM
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In Reply To: arty's post @ Jun 4 2010, 04:24 PM

NKP (platinum)? Got plenty of interest today anyhow.



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Everything will be okay in the end. If it's not okay, it's not the end.
 


arty
post Posted: Jun 4 2010, 04:24 PM
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In Reply To: wasabibarako's post @ Jun 4 2010, 04:00 PM

add all the ones that mine mainly outside of Australia:
PNA, PLA, EXT, DYL, CFE



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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
wasabibarako
post Posted: Jun 4 2010, 04:00 PM
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In Reply To: flower's post @ Jun 4 2010, 02:49 PM

flower: Others that "fit the bill" IMHO are (alphabetical order and sure NOT a complete list):
AFR / BMN / EVE / FAR / GBP / JPR / KEY / PCL / SUR / VIL

wasa

 
blueice
post Posted: Jun 4 2010, 03:09 PM
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In Reply To: flower's post @ Jun 4 2010, 02:58 PM

OK, how about media then for the short term due to all the advertising...................

 
flower
post Posted: Jun 4 2010, 02:58 PM
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In Reply To: blueice's post @ Jun 4 2010, 02:53 PM

B: too quick off the mark--wanted to see how the header looked first!





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