ALERT TVI

TVI has just completed his 2nd zinc shipment of the year valued 4,7M$.

So TVI is now getting very close to a 100M$ revenues company and we should hear soon about Balabag feasability study.

Remember that the project is now safe from any ban on open pit mining as per provincial legislation.

I think 2012 will rock this one up

ALERT LVS

LVS has been advised that the investigation has been concluded and that no further action will be taken against the Company at this time in Honk Kong. Still more investigations are underway but this is great news.

Complete story:

http://online.wsj.com/article/SB10001424052970204791104577106401261860634.html?mod=googlenews_wsj

ALERT CTL

Based upon today's new in regard of interest payment being deferred, it is preferable to hold on to your position.

If you bought recently, your average cost would be in the 0,05 to 0,06 and the possibilities are still very high for a default or a bankruptcy procedures. Therefore, i would use any rally to sell some shares to try to obtain a close to 0 average cost (the free shares concept) and hold to them until final resolution.

But with the actual pulp and paper problems all around the globe, the chances that CTL would get some kind of re-financement without wiping all actual shareholder value, is very very low.

CTL is now a highly risky speculative buy and for the coming weeks it will be into the hands of speculators.

You can play the game but be extremely cautious. Odds are not in CTL favor (or shareholder favor).

As of today, Canadian dollar has lost about 10% sinc July, demand has been stabilizing somewhat and this quarter should have been at least break-even. So what happen? They had about 18M$ in cash and close to 108M$ in credit line available. What else do they know that we do not at this time? How went the first 2 months of Q4 ? Are they really that bad? What is 2012 outlook ?


I will ask and try to obtain answers.

As usual never invest more than you can afford to lose.

ALERT UWN

UWN (Nevada Gold & Casinos ) will published their 2nd quarter for 2012 next week on the 15th and this could really well be the beginning of a quarterly net profit era.

Based upons results from Q1 2012 and last year Q2 results, the following items should reflects improvement

- interest expenses should have decreased based upon new loan agreement with Wells Fargo
- Total revenues should have increase because of the first complete quarter of Red Dragon

So, even if gross revenues from other properties were to stay flat compare to last year, overall revenues should have increased by a 5-10%, interest expenses should have decrease significantly and adjusted EBITDA should be in the 800K$ to 950K$ range and net profit in the 0,01 to 0,02 cent per share .

Then if you calculate the actual net value per share, even by removing completely the good will value, UWN is still valued at 14M$ with on hand cash (including restricted cash) over 7,5M$ for a 1,03$ value per share and a 2,26$ value per share if we include the good will value.

I still believe that we could be in for results that would beat my expectations and therefore providing a good share value increase. Do not forget also that the slot machine run deal that will close in Q3 2012 will add great profit and if Washington was to allow slot machines in their state in a near future, UWN could be set to sky rocket rapidly as they would be well positionned to be licensed for a 1250 machine and a 85M$ in revenues increase (based upon their last presentation). Now imagine how the net profit would look like ! UWN share value increase that would arise from a decision like this one could be similar to the one experimented by MPEL due to revenues increase in Macau.

As usual never invest more than you can afford to lose.  

ALERT TVI

Very good news this morning in regard of Balabag project as it will not suffer from the same problems as Canatuan with tentative bans from local due to a provincial resolution that Bayog cannot prohibit legitimate mining firms to excercise their rights over mining sites.

This is most probably the best new to hit TVI since many months.

To get the complete story, here is the link:

http://interaksyon.tv/article/19073/zambo-del-sur-govt-invalidates-order-banning-open-pit-mining-in-bayog-town

Also all other very interesting news are available on TVI official web site under ORDINANCE.

Still do not forget to visit my friends at:

www.mystockbuddy.com