Agoracom Blog Home

Archive for the ‘Commodities’ Category

AGORACOM Welcomes Indonesian Oil & Gas “Elephant” Hunters, Continental Energy Corp.

Posted by AGORACOM-JC at 9:27 AM on Tuesday, April 3rd, 2012

Continental Energy Corporation (OTCBB: CPPXF) an emerging international oil and gas company, today announced that it has retained the services of AGORACOM Investor Relations to provide online investor relations services. AGORACOM will specifically provide an online investor relations community for current shareholder communications, in addition to online marketing through search engines, social media networks and Tier-1 financial content partners for the purpose of attracting new shareholders.

Online investor relations maximizes the speed of communication, the degree of transparency and the access to company information. In response to overwhelming research data being generated by small-cap investors, the Company selected online investor relations to facilitate faster and more efficiently communications with both current and prospective shareholders around the world.

Effective immediately, a customized and monitored Continental Energy Corporation IR HUB will be available at http://agoracom.com/ir/continentalenergy, allowing management to communicate with shareholders anytime and in near real-time through an electronic shareholder forum http://agoracom.com/ir/continentalenergy/forums/discussion. Moreover, the IR HUB will provide the Company’s management with the ability to extend communications beyond text via audio messages, video presentations, Skype broadcasts, webcasts and podcasts.

Richard L. McAdoo, Chief Executive Officer commented, “We are anxious to embark on this campaign to both increase communications with existing shareholders and to attract new shareholders to our company as we continue to expand our involvement into new energy projects throughout Southeast Asia. We encourage everyone to get involved and to maximize the strength of our online IR campaign.”

Bengara II Block

Indonesian Focus

Indonesia holds proven oil reserves of 4.2 billion barrels and ranks twenty first among world oil producers, accounting for approximately 1.2% of world oil production . Declining oil production and increased consumption resulted in Indonesia becoming a net oil importer inlate 2004. This factor, along with high oil prices in 2004-2008, led the Government to substantially scale back the domestic fuel subsidyin 2008 and to decide to temporarily withdraw from the Organization of Petroleum Exporting Countries –an organization representing approximately 45% of world oil production. As the only Asian member of OPEC since 1962, the Government has indicated it will consider rejoining OPEC if the country’s oil production can be increased and it can becomea net exporter again.

Indonesia is ranked eighth in world gas production, with proven reserves of 108 trillion cubic feet in year 2010. This ranks eleventh largest in the world and the largest in the Asia Pacific region.

IR Hub / Corporate Profile / Discussion Forum

AGORACOM Small Cap Wire: $1,700 Gold; What To Watch Tonight; China Is Mad: QE3 Cometh

Posted by AGORACOM at 12:14 AM on Monday, August 8th, 2011


AGORACOM WIRE – SUNDAY NIGHT EDITION

11:50 PM EST … GOLD HITS $1,700 AGORACOM Gold Prices Matrix

6:45 PM EST … Too Early For Meaningful Analysis … Just A Guessing Game … So Let’s Watch The Action For A Few Hours

What To Watch Tonight

Gold Is Up $37 … Hit $1,697 … Silver Flat

Analysis To Begin Later Tonight … In The Meantime …

POPULAR WEEKEND ARTICLES

Uh Oh, China Is Mad … Official Statement Blasts US, Calls For New Reserve Currency (Full Story) …George Says ..

  • Gold / Silver Set To Explode …
  • China Will Now Challenge GOP To Game Of Brinkmanship … China Will Win Twitter

GEORGE’S QE3 “DELAY” PREDICTION – We Predicted Political Delay, Damage and Data On March 30th,

TRIPLE DIGIT SILVER – Sprott and Citigroup Knew Something Was Up When They Made These Bold Predictions

1:1 Gold / Dow Ratio? See The 200 Year Chart And Discuss … This Article Continues To Be A Favourite Amongst Members

PIMCO Shorts US Debt, Goes To Cash – What Does This Mean For Small-Cap Investors?

Posted by AGORACOM at 8:46 AM on Monday, April 11th, 2011

The biggest news for small-cap investors to digest – by far – is that PIMCO has not only sold all of its US Debt Holdings, it has gone short.  Find my comments below via Twitter (reverse chronology) and my follow on comments below on how this plays out (theory vs. practically):

WHAT DOES THIS MEAN – Theoretically?

On it’s surface (I stress SURFACE), Bill Gross, Founder of PIMCO, is telling us that QE3 isn’t coming and nobody will be stepping into to replace US Fed purchases of US Gov’t debt.  That will lead to – at the very least – a drop in Debt prices, so he is getting the hell out of Dodge.  Simple enough … until you get to my practical comments below.

First, here are the theoretical (I stress THEORETICAL) follow-on effects:

INTEREST RATES – Going higher, just a matter of degree

$USD – Should strengthen with rising rates

EQUITIES – Should weaken for two reasons: A) Corporate expenses rise on higher borrowing rates = lower profits; B) Investors sell stocks to raise cash. Small-cap resource stocks fall in unison.

GOLD / SILVER – Should weaken against the US Dollar at the very least, potentially against most major currencies

US REAL ESTATE – Bombs Away .. my real estate theory since October 2009 remains intact

WHAT DOES THIS MEAN – Practically?

Unfortunately, we have learned over the last decade that economic theory can no longer be relied upon.  After all, interest rate easing that began after 9/11 was never intended to crash real estate markets, plunge the planet into a debt crisis and lead to record nominal gold prices … yet here we are despite the “brightest” minds at the US Fed, White House and Central Banks around the world.

What truly happens isn’t so linear because market manipulation has taken the natural ebb and flow out of all markets – debt, equities, commodities, currencies.  Prices are no longer determined by value – they are determined by confidence or a lack thereof.  As such, what should practically happen is the following:

CONFIDENCE CRISIS – When US Fed purchases of US debt vanishes and isn’t replaced by the market, a crisis of confidence will commence.

INTEREST RATES – Will move incrementally higher, then accelerate as US debt prices free fall

$USD – Will initially strengthen with rising rates and bond nibbling, then drop as investors realize bond/confidence risk is too great.  Swiss Franc and Canadian Dollar will do very well.

EQUITIES – Double Dip probability rises dramatically. Small-cap resource stocks take an initial hit, followed by massive rebound on gold, silver moves (see below).

GOLD / SILVER- Will initially weaken by as much as 20% /30% respectively on early $USD strength, then rocket towards all-time inflation adjusted highs of ~ $2,200 and $150 within 12 months

US REAL ESTATE – Bombs Away .. my real estate theory since October 2009 remains intact

AM I A GENIOUS OR WHAT?

I’d like to think so – but I don’t think so for two reasons:

1] Obvious Reason – I could be very wrong and a number of other outcomes could occur.  This time, I think I’m right – but see #2 below

2]  The Fed / White House / Wall Street Financial Matrix Isn’t Stupid – Despite what many smart people have to say, the powers that be aren’t as stupid as they seem.  They just don’t give a damn about your long-term interests. Despite damage to the current and long-term US economy, I firmly believe they have executed their plan perfectly in their best interests – and they’re not finished ….

QE3

It’s coming … 100% … only this time it will require the financial pain I have outlined above in order to politically justify it … but as I posted on March 30th, QE3 Will Be Delayed, Not Terminated.

At that point, the game plan resumes … but not before Bill Gross and PIMCO step back into US Debt, go long and make a killing on their cash thanks to rising debt prices, which leads to falling rates, much weaker $USD, stabilized stock markets, MUCH higher gold/silver, MUCH higher junior resource stocks.

Until then, plan accordingly.

Regards,
George

Silver About To Explode As JP Morgan Cheats On COMEX Silver Deliveries?

Posted by AGORACOM at 5:56 AM on Wednesday, March 23rd, 2011

The following video caught the attention of a prominent investor I follow online, so I watched and it makes a lot of sense.  If so, we may be about to see a massive “melt-up” in silver prices and accompanying junior silver companies.  As you all know, I am extremely bullish on Oremex Resources and hold shares.

Watch the video, let me know what you think.  You can post to comments below, or members can post on our Silver HUB. If you’re not a member, you can still post using your Facebook account.

UPDATE: Great Article On Seeking Alpha Exposing The Fast-Tracked JP Morgan Vault Approval.

VIDEO: Marc Faber On CNBC …. QE3, 4, 5, 6 ….

Posted by AGORACOM at 9:10 AM on Tuesday, March 15th, 2011

Faber on Japan, the Fed and QE ….. For those of you who think Faber is too pessimistic, he does view the current Japanese sell-off as a buying opportunity but says all bets are off if a meltdown takes place.

Further QE means greater inflation, higher gold / silver / commodities, which is bullish for TSX Venture Juniors and the TSX in general.


AGORACOM Wire – What Small Cap Members Are Reading On February 7th

Posted by AGORACOM at 10:34 AM on Monday, February 7th, 2011

AGORACOM WIRE – MONDAY FEBRUARY 7TH 2011

FEATURE STORY

Investors Bet $102 Billion On Gold In January (Summary). Bloomberg Top Rated Analysts Believe Silver and Gold Will Appreciate 23% and 20% By End of 2011 (Full Story)

TOP STORIES

1. Copper hits record; stocks, Treasury yields up Member Post.  Also, forget Dow 12,000 … Think Copper $12,000. Great For Donner Metals!!

2. In Ontario, a major investment in the Ring of Fire region north of Thunder Bay is expected

3. NASDAQ Hacked ! George Says “This should come as no surprise. Bet the farm it has been happening for years at individual companies”

4. Focus Metals (FMS:TSXV) Advancing Quickly Towards Becoming A Leading Graphite Producer (George’s Blog)
5.  Think It’s Possible To Find The Next Apple or Google via Good Research? Intense Data Says No You Can’t

SPONSOR MESSAGE – BULLISH ON COPPER?

AGORACOM Is Supported By Great Small-Cap Companies That Want To Reach You. Please Take A Minute To Discover Them And Potentially Find Your Next Great Small-Cap Investment.

TODAY’S SPONSOR: Donner Metals (DON:TSXV)

On November 25th, 2010, Donner and Xstrata Received “Development Of The Year Award” At The Quebec Exploration 2010 Conference.  Their Copper, Zinc, Gold, Silver Mine Is Under Construction, Will Be In Production In 2013 and expected to produce 83M lbs CopperFull Summary & Video.

CNBC Sets Jim Rogers Straight On Commodities – Despite Being Wrong For A Decade

Posted by AGORACOM at 4:11 PM on Friday, February 4th, 2011

Despite commodities outperforming stocks by 1,000% over the past decade, the idiots at CNBC Europe speak to Jim Rogers as if he’s a senile old man.  Reminiscent of the way CNBC and other media anchors would speak to Peter Schiff before the the world banking industry melted to nothing (only to be saved by Xerox machines at every central bank).

Commodities In Virgin Inflation Territory – Wonder Why Developing Nations Rioting? View Chart

Posted by AGORACOM at 8:00 AM on Thursday, February 3rd, 2011

Forget about what CNBC and the politicians have to lie say about inflation … this chart tells the whole story:

Vicious Money Printing Cycle = Junior Resource Stocks

Posted by AGORACOM at 8:36 AM on Thursday, January 13th, 2011

“Quote the chairman: “This fear of inflation is way overstated. We’ve looked at it very, very carefully. We’ve analyzed it every which way… We will not allow inflation to rise above 2% or less… I am 100% certain i can control inflation.” Presenting the Jefferies global commodity index (CRB) which just hit a 27 month high.” Tyler Durden – Zero Hedge

The downside to printing money for the purposes of stimulating the economy is that commodities rise, which makes things more expensive, which leaves people less money to stimulate the economy.  Nonetheless, Ben Bernanke and The US Fed continue to claim inflation is under control.  The data below clearly shows otherwise.

American disposable income is getting chiseled away at the gas pump and grocery store.  Their pocket books don’t lie and they certainly won’t stimulate the economy by purchasing real estate and “stuff”.  The ironic thing is that Bernanke will use the lack of consumer spending as a reason to keep printing money, which will lead to further inflation, which will lead to decreasing discretionary spending, which will lead to further deferral of “the recovery”, which will lead to more money being printed.

The answer to staying out of the vicious circle?  Gold, Silver, Junior Resource Stocks.

Chart below courtesy of the good people at ZeroHedge.com

Gold Was 12th Amongst Best Performing Assets In 2010 … Check Out The List

Posted by AGORACOM at 11:55 AM on Monday, January 3rd, 2011

Courtesy of Paul Kedrosky, a great visual list of which assets performed best in 2010.   List doesn’t include the TSX, which gained 14.3% in 2010.  Otherwise, very helpful in terms of getting investors to expand their investing universe as I suspect many focus on a far narrower list.

Regards,
George