27th Sep '10


This space is reserved for kentpaul to introduce himself.

Investment Strategy

Austrian PiMP

Kentpaul's Latest Blogs

There are two recent broker notes on their site and the presentations but in summary (June 09): 1. Have a 15k t offtake agreement with Eti Gumus, the largest silver mine in Europe, should push them cash flow positive this year. If the current bulk trial goes full scale its probably 15k 0z a year and AAU will probably get half of that. 2. 2…

Here is my valuation musings from last summer, clearly the coal price and the value of GCM's listed investments has come down since then! As of June 09 there is a new government in bangladesh. They have announced plans for 10 new coal and gas fired power stations and the coal policy is due imminently.   Some facts and figures on the situation regarding this stock:…

Kentpaul's Latest Comments

In reply to jonnyt (post #20) As they are a Pretender as they haven't got 'Brass in Pocket'   well it looks like johnnt didn't have the 'brass in the pants' to hold on to this for the recovery. lol.  

well TCI are almost cleared out, could be due a bounce. current sit in bungladesh is governtment did a 7000mw power plan, went to world bank asking for money for coal fired power plants, got cold shoulder due to emissions policy and are now doing a fuel source review to show world bank that coal is only option and therefore should be financed. fortunately phulbari…

SP down today. Warrants should be created next week as the AGM which I am attending is on Monday.

mark. thanks i wrote it a year ago. basically the numbers are worse now, but still very good! Lenigas wasnt doing anything and Dattels has more than enough contacts to either flip GCM or finance it when the licence is issued. The lastest news I heard is the energy minister is trying to incorporate the output of the 'group of experts' meeting last week and…

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