Public Equities (share counts)
$MSV.TO 11,000,000 $TRP 4,200 $KO 3,000 $CNQ.TO 6,000 $GEI.TO 9,800 $EPR 3,000 $CRCL 1,300 $MO 2,500 $TSLA. 750 $HIMS 2,500 $SOBO 4,000.
Minco Capital also had $818,753 CAD in "other public equities" according to their September report.
Minco Capital
Market Cap $4.8 million CAD
They own a stake in Minco Silver with a market value of $5.5 million CAD and public equities worth $3.2 million CAD as of September 30.
Minco Silver has begun "efforts to divest the Fuwan Silver Project and Changkeng Gold Project."
@AllVentured John Smith (infamous CEO of New World Shipping) founded the Jamestown colony. After raising money in London, he issued a PR: "The Company seeks to issue convertible notes 'hereinafter the 'death spiral refi'..."
As the shares sold off, he bought 51% ownership for peanuts.
Internationale Bank von Aserbaidschan
https://t.co/dz8klhYf0X
2024 Gewinn je Aktie: 8 Qəpik
2023 Gewinn je Aktie (EPS): 8 Qəpik
Buchwert je Aktie: 48 Qəpik
Aktienkurs: 26 Qəpik
Dividendenrendite: 16%
@DeepValueStonks I invested in Navios ship mortgage notes when they were trading at 570. I earned a 100% total return in less than a year when they got bought out.
@SFarringtonBKC $FRMO has an affiliate that is involved in crypto mining. Because of $FRMO's influence, they are stockpiling bitcoin instead of selling it.
It was kind of cheap the last time I checked.
Tanker Supply/Demand
Demand: Falling inventories + Russia situation mean more geo. arb and ton miles. China reopening.
Supply: Record low orderbooks, old fleet, EEXI/CII to cut speeds.
Supply visibility: Tanker-capable shipyards are glutted with other vessel types for years.
Even if Lula makes $PBR cut the payout to the legal minimum (25%), the dividend puts $CVX and $XOM to shame.
Lula isn't Chávez. The stock rose 2000% the last time he was president.
$PBR $9.40
2022 payout > $6