I now hold 12 stox in my portfolio one in honour of each of the Olympians tho gotta say, the golden radiant Apollo is getting all my attention lately. I am a cyclic pivotally procative sector mid term investor looking for the obvious 10+ baggers in 2-3 year timeframes if my macro reasoning proves valid. however my core + trading parcel MO means I progressively pay for holding costs of core to free carry status so dont stress in trying to play the short term trends other than using retraces to keep adding to core at each pivotal break if u get my drift. Am reasonably disciplined and conservative which is a legacy of survivng several major busts inc present one.
The MACROS show we are now seeing a major pivotal breakout in USDPOG which IMO will see earnings of the producers tripled within next 2 years ... and thats assuming ORDERLY markets, not Nostra's forecast "scramble for the yellow metal" which would also see PERs rerated upwards as well. Today has a similar feel to gold market 1984 - 87 ..... great moves but it was in the last 3 months blow off the XGO spiked 300% to peak. If such transpires, we will be talking of 100,000 oz pa producers in terms of billion dollar market caps.
ORP is one of 4 "Olympian" stox I have picked for the coming GOLDen days ... if u follow my personal thread u will note the others and equally focused on URANIUM sector. Am not interested in anything else apart from CASH AT CALL to stay flexible and take advantage of the opportunities as they arise. These days am 50 / 50 with cash / gold+uraniums.
My MACRO driver is the GORM ("Grand Olympian Road Map) which I created in a moment's vision thru mucho cosmic smoke and which was posted on CMR thread July 1 2005. The GORM is very very much alive and kicking now as we grapple within the mature stages of asset deflation megabear C, derivative meltdown being our greatest immediate threat. Check out the golden rules of the GORM ... the essence of 42 years investment / trading experience. Actually posted the original GORM in April 2000 on kitco Noth American forum when the Nasdaq took out its 4200 then pivotal market breaker resistance. Pity CMR was run by fools otherwise I would probably now be making a private takeover for ORP with the proceeds.
Nevertheless, exhilirating times for survive and thrive coming fast and u gotta be smart and nimble and pivotally proactive if u wanna stay alive. FStarted playing in high school 1966 so know my way around the minefields. This one is bit different cos the world is run by fools, but then again as the Chinese say, "crisis" is made up of 2 characters, "danger" and "opportunity".
ORP looks a no brainer on the GOLD with likely future market cap 100 mill on any kinda start-up in an increasing gold-aware market ... assuming the boys make the right smart moves and dont stuff it up ....thats usually the greatest weakness in leaders who generally bumble along without seriously believing in themselves. Its reward / risk assessment all the way and so far my jury still out re the leadership. If they were really smart enough to provide us a free carry JV with PDM over Malawi leases and place us on the global U-radar as well, then it would increase my confidence in them and the stock and its likely price by multiples !
Waiting .....
So now u know haha
IMBOOC
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