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     rederob
Member
Username: rederob
Post Number: 410
Registered: 10-2002Rating: N/A
Votes: 0
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| | Thursday, October 21, 2004 - 09:28 am: | 
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sorry to read the discourses on PDN
they are so incidental to the main game that it's a shame ill will resulted
we should not feel compelled to reveal and prove our actual trades on this forum
if there is a desire to dispute "facts" at a personal level, the dispute should remain between the parties via email or another means - not here
i hope the light of another day sheds clarity and mosaic's worthy contributions to this and other threads is maintained
pax vobiscum
rederob
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nightstalker
Member
Username: nightstalker
Post Number: 511
Registered: 04-2004Rating: N/A
Votes: 0
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| | Thursday, October 21, 2004 - 10:53 am: |
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Bro Hilarius - your offer is noted - thank you. While I feel that I should not have to prove anything, I will attend to the matter tonight when I get home. I am currently at work, and as you know, I am restricted to a hospital PC from here in the OT, where I will be until sometime late tonight.
Regards, NightStalker
"The trend is your friend till the bend at the end"
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shawky
Member
Username: shawky
Post Number: 415
Registered: 11-2003Rating: N/A
Votes: 0
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| | Thursday, October 21, 2004 - 11:25 am: |
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Mosaic
As you wish. Still totally lost why the dummy spit but whether your in or out is fine by me. Nobody is forcing anyone and if your not happy with how things are panning out then that is fine too.
Hilarius and I are trying to be as flexible as possible with this and rely on each individuals honesty as a professional trader. At present I have no reason to doubt the integrity of any member of this trial.
Your imput would be missed. Just let me know when/if you change your mind.
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hilarius
Member
Username: hilarius
Post Number: 409
Registered: 04-2004Rating: 
Votes: 2
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| | Thursday, October 21, 2004 - 08:11 pm: |
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Good Evening
In a remarkable display of transparency and integrity, in circumstances where he might well have declined to do so, Nightstalker has provided me ... as an independent intermediary ... with a copy of his contract note for the purchase of 50,000 PDN
All but 860 of these were acquired at 51 cents, and the 860 at 50 cents produces an average price before transaction costs of 0.509828 ... a trivial & immaterial difference from 51 cents amounting to $8.60 in the total outlay
I trust this resolves the issue and any further comments by anyone should be sent to me by private message
I thank Nightstalker for his frankness in this matter and I do hope that Mosaic ... a long standing, respected and able contributor to IC ... will continue to make his exceptional analytical skills available.
It would be a sad day if a technicality such as this were to affect the friendships which this Forum nourishes so well
An excellent conclusion would be if all parties could put this behind them ... moving forward in firm friendship & treating this like any family problem ... as something to be forgiven with the generosity of which I know they are capable
With Best Wishes
Hilarius
I come in peace to share my thoughts and to shine my candle light on possible long term opportunities
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nightstalker
Member
Username: nightstalker
Post Number: 512
Registered: 04-2004Rating: N/A
Votes: 0
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| | Thursday, October 21, 2004 - 08:20 pm: |
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Thank you Bro H for being the intermediary. I admit to a slight error - I was quoting the price of 0.51 from my portfolio manager, but as you can see, the actual average price was a tad under that, and was rounded for entry into the portfolio manager. I only realized this when I got out the certificate to send you. For that error, I apologise.
I too hope that this little tiff/misunderstanding/whatever is now laid to rest, and that Mosaic can see fit to remain in the exercise - after all, he is running second! 
Regards, NightStalker
"The trend is your friend till the bend at the end"
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mosaic1996
Member
Username: mosaic1996
Post Number: 1001
Registered: 01-2003Rating:
Votes: 1
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| | Friday, October 22, 2004 - 10:57 am: |
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Hiraius, NightStalker,
Firstly I must apologise to NightStalker for inferring that he was telling porkies.
However, what you are saying does not reconcile with my Course of Sales data, and clearly their is a problem with the data that is being provided.
I use, and rely upon course of sales data on a regular basis. Hence, I want to follow this issue up with my data provider. To assist me to resolve this issue could you please provide the following information if available:
a) the quantity of PDN purchased on thursday 14/10 at $0.51 and at $0.50 (860 already stated)
b) the quantity of PDN purchased on friday 15/10 at $0.51
From a previous post I understand that the purchase was done via CommSec.
Your assistance would be appreciated,
Cheers,
Mosaic
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mosaic1996
Member
Username: mosaic1996
Post Number: 1002
Registered: 01-2003Rating: N/A
Votes: 0
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| | Friday, October 22, 2004 - 11:08 am: |
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Shawky,
I would like to stay in the study.
Cheers,
Mosaic
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rederob
Member
Username: rederob
Post Number: 415
Registered: 10-2002Rating: N/A
Votes: 0
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| | Friday, October 22, 2004 - 11:23 am: |
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Changing to the real purpose of this thread, I am today pleased that the murderous LUM (Lumacor) part of my original 10 has today delivered the announcement awaited by party faithful for the past year.
It's difficult to tell if a company is stringing along investors, or if their announcements can be relied on.
LUM will have the best possible advertisement (literally) of its potential if and when its sign is in place and working atop 4Times square in the big apple.
Next, Minara Resources (MRE) yesterday announced a great first quarter result yet its price has hardly moved. I reviewed the result - near record production of both nickel and cobalt: Nickel prices sold 50% above same time last year and cobalt 2.7 times last year's prices. Allowing for statutory down-time next March, if MRE were to continue at present production rates and market prices, we are looking at a profit increase greater than 50% higher than last year's $100m - but nowhere in the announcement was guidance provided!! My view is that MRE remains undervalued and is due for a BIG correction.
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nightstalker
Member
Username: nightstalker
Post Number: 518
Registered: 04-2004Rating: N/A
Votes: 0
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| | Friday, October 22, 2004 - 11:46 am: |
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Mosaic - apology accepted Thank you.
Now, can we all get back to doing what we do best in here - discuss trading, take the p*ss out of each other, and generally have fun? That's what's been missing the last couple of days, so let's get back to it
Regards, NightStalker
"The trend is your friend till the bend at the end"
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nightstalker
Member
Username: nightstalker
Post Number: 520
Registered: 04-2004Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 10:23 am: |
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Shawky - now that the 'dust' has settled, and just in case there is any lingering perception that my PDN shares somehow were bought at an advantage (they weren't, but never mind), please make the following adjustment if possible:
PDN Sell @0.51 on Fri 15th Oct (i.e. last week)
AOE Buy @0.455 on Fri 22nd Oct (i.e. yesterday)
This gives me one week running at one stock short, with PDN deleted last week, and AOE added as of closing price yesterday. That may make Mosaic and others happy, and given that this is just an exercise, it really doesn't matter to me. I still hold the PDN in my real portfolio, and have been holding AOE for about three weeks anyway.
Hopefully that will put any demons finally to rest, and we can all get on with this.
I did send a personal message to Mosaic with the info he asked for above, just so that full transparency can be maintained. I'm also glad that he has elected to remain in this exercise.
Regards, NightStalker
"The trend is your friend till the bend at the end"
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rederob
Member
Username: rederob
Post Number: 424
Registered: 10-2002Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 11:19 am: |
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We tread a fine line in the markets.
Sometimes we need surgical skill to navigate safely through dangerous and unpredictable waters.
Sometimes we need to know that our charts and their data are accurate.
When conflicts arise, blood can be spilled
Shallow wounds heal quickly
Hilarius has shone the torch
That lights a fresh path
(This post is intended only for those intending to not be offended. Any offence is unintentional and the author would be saddened by any unintended inference improperly drawn. The advice given may or may not be specific to a particular situation and the author disclaims liability for its use for any purpose other than that originally intended by the author. Any transmission or distribution of this post (whether in whole or in part), or particular thought of an inappropriate nature, is strictly prohibited without the author's prior informed consent. Opinions expressed in this post are mine and do not necessarily represent the views of a reasonable person. The legal privilege and confidentiality attached to this post is not waived, lost or destroyed by reason of a mistaken delivery to you, nor your possible excuse that you were just reading it for a friend. If you have opened this post in error, please immediately notify the author by prayer or alternate means and delete this message and any copies of this post from your computer system network unless you would prefer not to. Thankyou.)
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nightstalker
Member
Username: nightstalker
Post Number: 521
Registered: 04-2004Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 12:07 pm: |
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I am having some trouble here, Rob, in restraining myself from laughing
BWAHAHAHAHA
Now that chuckle is out of the way, I would just like to say that I really don't want to see myself as somehow having "won" anything over anybody - let's just say a misunderstanding has been resolved
But that is a clever bit of work Rob - heheh And re-introducing some humour is definitely what's needed!
I hope nobody, especially Mosaic, takes offence where none is intended. At least I would use an anaesthetic....
(Message edited by nightstalker on October 23, 2004)
Regards, NightStalker
"The trend is your friend till the bend at the end"
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rederob
Member
Username: rederob
Post Number: 425
Registered: 10-2002Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 12:51 pm: |
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In the interest of balance and unfair play....
Even though I walk through the valley of the shadow of death, I fear no evil; for Thou art with me; Thy rod and Thy staff, they comfort me. Thou preparest a table before me in the presence of my enemies
See earlier post for typical disclaimer!
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nightstalker
Member
Username: nightstalker
Post Number: 522
Registered: 04-2004Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 01:52 pm: |
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ROTFLMAO - excellent Rob
Regards, NightStalker
"The trend is your friend till the bend at the end"
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spider
Member
Username: spider
Post Number: 1773
Registered: 10-2002Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 02:01 pm: |
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9 OUT OF 10 DENTISTS AGREE.
BTW,
nightstalker,
are you now, or have you ever been, a member of ....................................................?
blind lime spider.
"Take all you can, and don't give anything back!"
Captain Jack Sparrow.
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nightstalker
Member
Username: nightstalker
Post Number: 523
Registered: 04-2004Rating: N/A
Votes: 0
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| | Saturday, October 23, 2004 - 02:28 pm: |
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Not quite sure what you mean, Spider me ol' mate, but if you mean the REAL NightStalkers, the US 160th SOAR (Army Special Ops) - the answer is no. They were the very courageous lot who were in Somalia ("Blackhawk Down") and are currently serving in Iraq, I think.
If that's not quite what you meant, just message me...
Regards, NightStalker
"The trend is your friend till the bend at the end"
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spider
Member
Username: spider
Post Number: 1775
Registered: 10-2002Rating: N/A
Votes: 0
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| | Sunday, October 24, 2004 - 02:07 pm: |
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sorry to be so obscure.
"Are you now, or have you ever been , a member of the communist party?" was the first sentence asked of each person brought before the US senate select committee on unamerican activities in the 1950's.
You had been interrogated so much recently I thought you would get the reference.
Just showing my age, I guess.
blind lime spider.
"Take all you can, and don't give anything back!"
Captain Jack Sparrow.
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nightstalker
Member
Username: nightstalker
Post Number: 532
Registered: 04-2004Rating: N/A
Votes: 0
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| | Sunday, October 24, 2004 - 02:13 pm: |
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LOL - sorry - didn't get it And my age is probably similar, so perhaps I should have got it....
Regards, NightStalker
"The trend is your friend till the bend at the end"
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nightstalker
Member
Username: nightstalker
Post Number: 538
Registered: 04-2004Rating: N/A
Votes: 0
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| | Tuesday, October 26, 2004 - 05:40 pm: |
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Ping Shawky - could you please make the following changes to my list of ten, as of last Friday? BSL and FCL got stopped out.
Sell BSL @ 7.85 (actually sold Thursday, stoploss was at 7.90)
Buy PSA @ 1.29 (Friday's close)
Sell FCL @ 1.85 (stoploss was at 1.85, but didn't sell the previous 2 days below it, due to going Ex-Div)
Buy ABC @ 1.63 (Friday's close)
I missed out a bit on FCL - it shot up today, but never mind.
Thanks Shawky
Regards, NightStalker
"The trend is your friend till the bend at the end"
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rederob
Member
Username: rederob
Post Number: 439
Registered: 10-2002Rating: N/A
Votes: 0
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| | Sunday, October 31, 2004 - 11:26 am: |
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dear shawky
is it in your power to reproduce an updated work of art for the graphically challenged?
none is to be scene in this present thread
with thanks
rederob
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nightstalker
Member
Username: nightstalker
Post Number: 564
Registered: 04-2004Rating: N/A
Votes: 0
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| | Sunday, October 31, 2004 - 01:17 pm: |
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Just answering on Bro. Shawky's behalf here, Rob - he's been rather busy in the monastery dungeons (where the plonk is stored) as well as having had a couple of computer problems. So he has been distracted for a week or so.
However, he assures me that the graphs will be updated as soon as the Mother Superior and the Novice can agree which one was to blame, and whether or not forgiveness applies if it was all down to the red wine... ;)
Regards, NightStalker
"The trend is your friend till the bend at the end"
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trumpcard
Member
Username: trumpcard
Post Number: 20
Registered: 07-2004Rating: N/A
Votes: 0
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| | Sunday, October 31, 2004 - 02:15 pm: |
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hello good people. i am interested in partaking in this study. would someone be so kind as to tell me the rules?
cheers
TC
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rederob
Member
Username: rederob
Post Number: 440
Registered: 10-2002Rating: N/A
Votes: 0
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| | Sunday, October 31, 2004 - 02:36 pm: |
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TC
before others come back with replies that could dupe you into parting with money, my suspicion is that the study group is effectively "closed" for the time being.
reasoning is that the "study" aims to determine a number things over time, and much of that "time" has now passed.
however, when Bro shawky is released form Mother Superior's clutches, he may have a contrary view, or even a proposal for another "study" to kick off in early 2005.
i quickly read thru the present thread thread to see what would attract one to this study.
it must be some eclectic desire, or an electronic sadistic tendency towards Bro shawky.
for mine, it's the opportunity to outwit marsupial, whose tipping bravado makes base jumpers seem like gutless wonders!
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nightstalker
Member
Username: nightstalker
Post Number: 566
Registered: 04-2004Rating: N/A
Votes: 0
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| | Sunday, October 31, 2004 - 02:51 pm: |
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If base jumpers had the same success jumping as some people do with tipping, then they would indeed be "gutless" wonders...
Splat!
I see another one hit the dirt in the Blue Mountains the other day, following in the splat-prints of the one who did the concrete dive in Beijing.
They plummet in much the same way as many of my stock tips! ;)
Which reminds me of the simile:
"The boat glided over the water in much the same way as a stone doesn't"
Regards, NightStalker
"The trend is your friend till the bend at the end"
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shawky
Member
Username: shawky
Post Number: 424
Registered: 11-2003Rating: N/A
Votes: 0
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| | Sunday, November 07, 2004 - 09:01 pm: |
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It seems I have not been doing a very good Job. I just tried to update Nightstalker's porfolio and found I had missed the changes posted on Sep 17. Worst still I have even neglected my portfolio, forgetting to update it for OST being stopped out at 2.90 (stop was 2.91) on 14th Oct. Both BSL and OST were stopped out in my real portfolio and I replaced them with CPU (14th Oct) and ALN (20th Oct). However given the huge rise in CPU since the 14th Oct (bought at 4.16) I leave it to the other players to tell me if I can back fill the changes or do them as of Friday's close. Mosaic, what do you consider fair and reasonable seeing you are taking the execution of this game very seriously?
Nightstalker, as I could not find your Buy order for LNN I could not replace it with SLT and subsequently the SLT stop is also invalid so you can not buy BSA.
Even though I run automatic stops, I'm leaving my portfolio as it is until I conduct a full review. I haven't been too well lately and had too many other things to do too.
TC
Unfortunately, this study is closed to new portfolios for the moment. Your welcome to join the discussion though and post your picks.
New2
Something has happened to FAN and GNS and you haven't posted the changes. If they have changed names or conducted a share split or been taken over please post the changes as Sells, Buys with the relevant dates. I found the GNS split so will execute a sell/buy using GNSDA for the intervening period. I'm not really sure what happened with FAN, but have replaced it (1:1) with FANDB - hope that was a good guess.
Josl
LOK did a 1 for 20 CDI consolidation effective 5 Nov so I sold your existing holding at 11c and bought back 10k worth at $2.20.
To all Players
I would appreciate it if you would keep a closer eye on your holdings. If a share stops trading, does a stock split, code change then my spreadsheet won't update the portfolios for the data will be missing from my EOD file. In future, the offending open positions will be closed.
The chart below is based on the changes described above (i.e. I still hold OST until ratified, New2, Josl, Nightstalkers may not be correct either). Also posted are players holdings as recorded 5 NOV.
1 Bandicoot AGY AXM IGO NST RMS SRI TGD TRO TYC URL
2 Encephalon CBH CRD GGL GTP HWE NDC PEM SCE SGW SSX
3 Gohard AMC ANN BOQ BSL CLH CTX CXP FCL ORI PBL
4 Greywolf ALL AMP AWE BSL CCL LNN OSH RDF SLM SMS
5 Hutcho BBG CDO GTP GUD LNN RHC TEL UGL WPL
6 Ingot54 CCL CEP CLH FXJ GAN HLY ILU ION NCM OST
7 Josl ALN BSL HDR LNN LOK MTT SFC TAA TMO WMR
8 Koan BKM CPK EXS FLK IBA MME MSH MUR PSP SYG
9 Maligas AMP AXA GOG ILU KRS MOS NDC OSH TAW VCR
10 Marsupial AWE HDR IGO NXS OEX OXR PNA RNG RSN WPL
11 Mosaic AWE AYO BUY HDR HZN ICN MOS ROC TAP VOY
12 New2waix CDO COF FANDB FWD GNSDA JBM KRS MXI PCG SDG
13 Nightstalker BSL CEY FCL FLX MAP PDN RDF TEN TWR UTB
14 Peterloh AMP BPC CPU DVC HHG IAG OST PMP SRP TWR
15 Rebyte AGL AMP BSL CTX LHG OST QAN SPC TLS WPL
16 Shawky ALL APN ARQ BIL BPC LNN MAP OSH OST RIN
17 Shubh Lahb ASL GGL HDR HLY MXL QBE RDF RPC TOL UGL
18 Weinstein Group ALL BIL CBA CCL CSL ORG SHL TAH WFT WPL
19 Lady Luck AGL ANN BSL LNN MIG ORI PBL PMN RIN WAN
20 All Ordinaries XAO
21 Gjees AWE AYO BSL GCL GGL ION OXR PSP TIM
22 Archer ARU DKN MAR MMN QGC RRS SFR TGD TRO URL
23 Rederob CMQ DIO KCN LUM MMN MRE OEC OXR SMY TEN
regards
Shawky
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