Author Topic: ALS.TO - Altius Minerals  (Read 2069665 times)

naboo

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Re: ALS.TO - Altius Minerals
« Reply #290 on: August 09, 2011, 05:43:05 AM »
Dazel thanks for the update.

Listen, you gotta stay quiet, you re going to give CLiff or other s ideas, I am just getting into ALS-I was hoping for more than 50% gain over the long term.

Closed at $10. ($284 million mkt cap= no debt + $200 m in cash/securities + Alderon/all royalties)


Only 50% gain over the long term?  If so, I will sell ALS right away.
*****  Every Penny Counts *****


goldfinger

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Re: ALS.TO - Altius Minerals
« Reply #291 on: August 09, 2011, 10:34:07 AM »
Dazel thanks for the update.

Listen, you gotta stay quiet, you re going to give CLiff or other s ideas, I am just getting into ALS-I was hoping for more than 50% gain over the long term.

Closed at $10. ($284 million mkt cap= no debt + $200 m in cash/securities + Alderon/all royalties)


Only 50% gain over the long term?  If so, I will sell ALS right away.

He said stealing  ;D

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #292 on: August 09, 2011, 12:08:09 PM »
 the fed is saying buy "real assets".....for 2 years or you will 0 return...

good spot to hide here at Altius.

Dazel.

naboo

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Re: ALS.TO - Altius Minerals
« Reply #293 on: August 11, 2011, 02:02:59 PM »
*****  Every Penny Counts *****

Liberty

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Re: ALS.TO - Altius Minerals
« Reply #294 on: August 11, 2011, 04:36:42 PM »
I was just about to post that. Nice confirmation of my thesis that Altius can have great opportunities both in the up and down cycle.

Liberty

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Re: ALS.TO - Altius Minerals
« Reply #295 on: August 12, 2011, 08:48:56 AM »
I was wondering if Dazel or any of the other Altius fans had taken a look at Cliffs (CLF)? After a quick glance, they seem fairly cheap, though they are much bigger than Altius (and thus probably more efficiently priced) and have more capex exposure because of their model.

Just trying to learn more about them, not necessarily thinking of buying some.. Curious to know what others who've had a look think. Thanks.

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #296 on: August 16, 2011, 05:33:29 AM »

We love Cliff's....enough to swap our Altius shares for theirs at a good enough premium! Cliffs was Peter Cundill's greatest investment...he bought and 1980's sold out and bought again after the 1987 crash.

Dazel.

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #297 on: August 16, 2011, 05:36:41 AM »

Altius continues the buy back nice to be sitting on a mountain of cash!

http://canadianinsider.com/coReport/allTransactions.php?ticker=ALS

The restrictions on the number of shares they can buy is hurting the amount they can buy back daily. However, slowly but surely.

Dazel.

naboo

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Re: ALS.TO - Altius Minerals
« Reply #298 on: August 18, 2011, 11:00:02 AM »
Alderon's Presentation, they even have a Chinese version

http://alderonmining.com/investors/presentations/


They are working hard to attract Chinese investors.
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Dazel

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Re: ALS.TO - Altius Minerals
« Reply #299 on: August 22, 2011, 07:19:35 AM »

http://www.mbironoreindex.com/

metal prices have stayed very high...Alderon will have high prices to use for its scoping study which should be out soon.

Dazel.