End of an Era

 How Does one acquire Knowledge? With academic material and with life experiences that come with age  With academic material there is a stea...

About Me

Retired but always looking for new challenges.

Monday, June 1, 2020

IF !

THE  poem "If" by Rudyard Kipling suits the tumultous events now taking place around the world .Google it and read it. 
Yes we should all keep our heads and always strive for a better human race, better countries and strive for peace and prosperity and justice as we hurtle around the sun in our orbit ! 
It is so easy to destroy everything including the human race and so difficult to restore! Do remember we are not infallable and can quite easily become a dead dark rock as all life forms fail to survive!

See the latest updates,at the top of  the right hand column, for June 2020.
SMALL CAPS UPDATED  ,SPECIALIST WATCHLIST UPDATED,RESOURCES LIST UPDATED,LARGE CAP UPDATED

Saturday, May 2, 2020

IMPORTANT UPDATES !

1. It would seem that mainland China has pulled the wool over the world'ss eyes regarding the  CARONA VIRUS (COVID 19) PANDEMIC since last year.
We were led to believe that it was a natural event of transmission from animals to humans. Nothing could be futher from the truth as five intellegence agencies,of different countries, independantly of each other came to the same conclusion. That is that this virus was manufactured in a laboratory in Wuhan.
 China did everything they could to cover up the fact that it was transferred between people!
The reason for this attitude is not known at present. Further proof is that a professor in Shanghai released the genitic code of the virus to the world and soon after he disappeared for ever. It can take years to find out a virus code,unless it was a manufactured virus.
Unfortunately this has led to the death of thousands of people worldwide!

2. 
Due to the pandemic our stock market went into freefall ,further than it should. Most stock holders sold . We have reworked many of our lists and started over in March 2020 so as to give better guidance to our readers.
  Visit the righ hand side column for interesting subjects and page updates.






Wednesday, April 1, 2020

BREAK THROUGH !

1.  Mining will be a great South African stabiliser ,post COVID-19 outbreak! This will help in the recovery of our monetary system and create work. Of course this will have to be managed well and assets not wasted on graddiose ideas or corrupt practises!

2.  With great innovators still in South Africa ,which we must appreciate ,great strides can be made to eventually employ thousands of workers.

3. Take for example which with our technicians has come up with the plan to produce hydrogen more cheaply below R100  /per kg which compares well with the price of petrol, by an electroliser that eliminates costly membranes.
This device was invented and built with the help of SHELL. It is a green deal and won the award for NATIONAL SCIENCE AND TECHNOLOGY  IN INNOVATION !
This will unlock the fuel cell industry and create a renewed demand for PLATINUM !

 1.SEE THE LATEST UPDATE OF MINING AND MINERAL NEWS IN THE RIGHT HAND SIDE COLUMN
2.SEE THE NEW LARGE CAPITAL STOCK LIST THAT WILL REPLACE THE SEASONAL  LISTS IN FUTURE. SEE THE RIGHT HAND COLUMN ON THE PAGES INDEX. aT THE MOMENT UNDER CONSTRUCTION.

3. SEE MEDIUM CAPS UPDATED

4 SEE MY SPECIALIST LIST UPDATE













Monday, March 2, 2020

LOOSE ENDS!

 As the United States gears up for their presdential election,a few thoughts cross our minds.Don,t take this the wrong way,as in a democratic country its good to hold multi party elections as this strenghens the democracy.
How ever we sitting in far away 
South Africa are completly
 agahst at the choice of Democratic candidates. Old main candidates ,one obviously suffering from the start of  senile dementia,the other one having suffered two main heart attacks and many minor incidents with ideas and slogans that were in vogue in the 1920ties ,hardly  fitting now . 
Both these  "main candidates" as well as the unlikable Bloomberg seem to have no idea on topics that need answering such as work oportunities,health a great economy etc. ,but just run on hate of Trump!
Surely with so many members they ought to find a personable candidate that wont buckle under the wily foreign leaders they will have to deal with! This is of great importance to our country here as we all have to trade  worldwide and find a good government.
Honestly at the moment only President Trump one of the few leaders who carries out his promises stands to forfill this role. If not him then Bloomberg does know more about international affairs than the rest. I am 82 years of age,have been in politics as well as business my whole life,but do forget things from time to time.That i am too old to even think of being in a political position or a business leader now.
SEE THE RIGHT HAND PAGE COLUMN FOR THE LATEST UPDATES

Monday, February 3, 2020

Event Influencing Investment


  What with a new strain of influenza and the different reaction to it ,compared with the past ,the almost impeachment of President Trump ,Brexit and the usual tensions between major nations reaching a higher level of late,the frothy stock market went into a tailspin and started to slide!
    All the signals that the market was too high were there as they have been for some time. Tipsters as always say ,there are pockets of stocks that are still worth buying and nobody screams a downturn is about to happen! Politicians will now be glad of these events as one can hardly blame it on their specific influence!
  In the good times that have ruled of late stocks  ran ahead of what was wise and a correction was inevitable. The downturn is not a real recession although stocks might drop by 12%to 24% on average,depending how hard 
 they have run.
   We now consider stocks on a sounder footing,and in our opinion only would present a buying opportunity as many positive events regarding China and other play out.
   Stocks should be bought for a steady gain as dividends increase over years rather than trading on shorter terms which mostly ends up losing money as it becomes just a gamble otherwise. Only traders with years of experience should trade in short term instruments.
 In wondering what to buy look at good stocks that have decreased by about the average in their particular sectors. Do not choose stocks that are not trending .Do your own research before jumping in. Do not expect to be successful all the time.

SEE THE LATEST UPDATES IN THE RIGHT HAND SISE COLUMN.
1. MY SPECIALIST WATCHLIST !
2.SEE GOLDS LEGITIMATE  MOVE!
3 .SEE SMALL/MEDIUM CAPS NO THE MOVE




Wednesday, January 1, 2020

3.FUTURE PIVOTAL COUNTRIES--- UNITED KINGDOM !

The United Kingdom formally known as Great 

Britian presents the most exciting of all the 

pivotal countries to date!

Never in any of the life times of people living today has a developed country had a chance to literally start again an opportunity now presented to this country ,with the majority of the adult population opting for Brexit,having now a strong leader an obvious goal ,a first world economy,now having been freed from the onerous rules and regulations of the European Union. 
Being able to freely trade and sign agreements that enhance the the well being of the inhabitants. By concentrating on the singular idea i.e. "to get Brexit done" the voters what ever their normal political pesuasions having put those aside for the good of the country,something the selfish politicians could learn from.
Far be it for me to claim to to fortell the future ,but a feel it in my bones that the gross domestic product is like to outshine any of the past decades results.
To get the full brexit story use the label Brexit below 
All latest page updates are at the top of the page list in the right hand column

Jan 6/1/2020 Mining and Resources update=== 
Jan 11 Medium cap stock list
JAN 15 My new specialist watchlist,  watch QLT and SSS for Brexit bonanza !
JAN 28 TOP 40 UPDATES

Monday, December 2, 2019

2020 EVENTS and TRENDS

The old year is almost over and a more evenful year might lie ahead.

1. Although not many people realise it,the cold war is back in full swing. Much of the 
western democratic world have been slow on the uptake ,blaming their local leaders such as President Trump as he is a fairly brash figure for tensions with Russia and China. 
For a long while now Russia has been "pushing the envelope" so to speak,on trying to influence, by new methods such as Facebook,Twitter ,Smart phones and other such devices other countries outcomes in their favour. Russia is still in the recovery mode after they deposed a more moderate leadership ,in their eyes, as at that time they ran out of funds and turned to the West democratic countries for support.This is the common failure of socialism ,the lack of money.
  China was in a much stronger position being a much more cohesive state totally a dictatorship,using the rest of the worlds resources,with little respect for rules,trademarks,realising that time is a good tool to achieve what they aspire to for the future as human life has very little meaning to them.
    Here in Russia its greatest ally China leaves the Russians between a "rock and a hard place" as it shares a very long border with China and at the" drop of a hat " China with its over populated country can turn on Russia as this country is vastly under populated.!
 2. Ocean mining of all  nuggets of different TYPES is likely to play an increasing role in future ,also called resource harvesting with all its implications, Grabbing of open seas such as China is now tryin to do,taking away other countries rights,breaking treaties is also in full swing.

3.The United States does not want to enter into a trading agreement with China as they try to undermine HONG KONG as they seem willing to break their agreement that they gave the British that they would honour their agreement that would see this former British as an seperately ruled state up to at least 2047! 
4.Futher writings on sea harvesting harvesting of minerals will follow from time to time.
For the latest page updates visit the right hand column. Remember the latest updates are always at the rop of the column.
SEE PAGE UPDATES NOW. 

.REAL ESTATE.
MID CAP LIST Final update.
SUMMER UPDATE

Friday, November 1, 2019

THE DIFFERENCE BETWEEN SAFE ENVIRONMENT AND CLIMATE CHANGE !

THE DIFFERENCE BETWEEN CLIMATE CHANGE AND SAFE ENVIRONMENT.

We all want a safe  healthy environment to bring up our families and countrymen. Further we all strive to be well cared for and happy. We also try to be productive so enhancing our own well being as well as others in all societies.

We are not children so might say,so why remind us of this? Well just because we are bombarded by activists who tie everything to climate change.
Climate changers usually have a hidden agenda,be it transferring gazillions of money to lazy less developed countries ,or other more hidden forms of human behavioural needs.
 First it was "global warming" then as things did not quite work out the words climate change were used.The thing most hated by us is the use of young children to get their message across.
 If you look back at my writings on this subject some years ago i speculated that we could be headed for a new ice age. This might happen more rapidly than we think,but ,no one can actually give an accurate time frame. 
This week scientists have found signs of thickening occuring at the poles . Another group of astronomers have found the earth has altered its trajectory i. e. orbit round the sun .It has moved further away and this cooling effect they say would definitely result in a true ice age.

Tuesday, October 1, 2019

THE BREXIT IMPASSE CONTINUES

 19/10/2019 TODAY SATURDAY
   COULD BE THAT THE "LETWIN "AMENDMENT IS A BACK DOOR BY THE CONSERVATIVES TO PREVENT THE OPPOSITION FROM SEIZING THE HIGH GROUND AND DICTATING EVENTS FROM HERE ON!  IT CAN WORK! 
HOWEVER IT CAN GO HORRIBLY WRONG AND RESULT IN "HUNG" DECISIONS IF ALLOWED TO DRAG ON INDEFINITELY!


1THE BREXIT IMPASSE IS NOT BOUND UP 
IN VIRTURIOUS REASON OF NOT 
SUCCEEDING BUT IN SELF INTEREST.
THE ORIGINAL IDEA WAS NOBLE OF 
GIVING THE VOTE TO THE POPULACE 
THROUGH 
A REFERENDUM AS THERE HAS ALWAYS 
BEEN DISATISFACTION BY THE UNITED KINDOM CITIZENS OF RULE FROM BRUSSELS AS THE FEELING THAT THEIR NEEDS WERE NOT UNDERSTOOD BY MAINLAND EUROPE.
   Underlying this these independent peoples of the British Isles enjoyed the structures of no written constitution which a great deal of trust to make the system work and having a constitutional monarch at the head guaranting that this would continue for all time.
Europe was slowly whittling these freedoms away.
  Now of course opposition parties to the government are more interested in winning power than  finding a way out of this mess and by-passing the populace,while filling the voters heads with heads with horror stories of what awaits them if they leave the European Union!
   All this delay is having a horrendous effect upon industry as preparing for exit at each given date costs individual companies many millions of pounds.
 What is required if only a blip in this most democratic of all countries is for a strong leader to proceed with the exit as soon as possible,then sort out all processes that are 
skewed later.Self interest of the stayers and those afraid of their own shadow must be overcome.

SEE LATEST PAGE UPDATES IN THE RIGHT HAND COLUMN ABOVE HOME
 1.MEDIUM CAP UPDATE 9/10/2019
 2. REAL ESTATE UPDATE 10/10 2019
 3.Spring final update in top 40 now time to concentrate on summer and autunm updates.
 4.My new specialist watchlist updated 18/10/2019 
  5. UNDER THE RADAR updater October 2019
 6. SEE THE NEW MINING UPDATE OCT 28 ,2019

Thursday, September 5, 2019

BVian's ACTIVE Stock and Share Trading Ideas: The Brexit Fuss !

BVian's ACTIVE Stock and Share Trading Ideas: The Brexit Fuss !: 5/SEPT. 2019 I NEVER THOUGHT THIS ARTICLE WOULD BE SO PROPHETIC! I CAN NOT SEE WHY I SHOULD CHANGE IT IN ANY WAY Politicians noses out of...

Monday, September 2, 2019

PGM's prices on the Move !

 As soon as the "Discovery" ! , is made that Platinum group metals are more suitable in fighting pollution than lithium will ever be there is likely to be an explosive increase in PGM,s prices.
  How ever a basic higher price is likely to occur as soon as a ramp up in production provides the necessary minerals to the market ,which is likely to be in the form of controlled production as mines cut back sharply last time when there was a surplus.
  Platinums price has now increased by US$100 per ounce in the last quarter to +- $942 per ounce.
and is likely to sustain a basic price of over US$1300 over the next decade.
  Paladium is now around US$1500 and is very profitable at this level . It might not increase much in price going forward as platinum is likely to take over as it is more efficient in fuel cells and catylitic converters.
  The rarer metal Rhodium has soared to US5000 per ounce. We can not tell if this is due to use or speculation! It is used in only specific industry but is likely to stay at a higher price going forward.
 PGM,s are used in heavy industry and heavier transport situations. As ordinary autos are starting  to take up more of these metals there is likely to be a run on prices!

DO USE THE THE SIDE COLUMN  OR SUBJECTS BELOW TO GROUP ARTICLES ON THE ABOVE SUBJECTS AS WE HAVE WRITTEN EXTESIVELY ON THE SUBJECT IN THE PAST!

Tuesday, August 6, 2019

JULY to DECEMBER 2019

Stock Markets have regressed worldwide due to many factors.
Now local South African Stocks are mostly at their low levels here in July. A further fall might if and when Moodys turns our last positive rating  into a negative one. Personally I wish they would do it soon as being the only rating agency Still having us just above junk is telling on buyers as a fall is likely to trigger a further retreat in prices. Then we are like to be one degree below investor level with a stable outlook and showing the first signs of recovery. 
Our  power utility poses the greatest danger to further gains in our economy. Large industrial and mining firms are preparing th take up the shortage in production by using fuel cells etc.
Now is the time to start nibbling on stocks that would protect us from further downturns and that would also do well in the recovery period which might be in full swing by 2021 !
 Follow trends now by looking to our Platinum group metals and 
gold mines . We are innovators in mining methods. Their prices are already movinng up sharply although coming off a low base,but are gearing up for further increases as demand increases. 
SEE THE LATEST PAGE UPDATES AT THE TOP OF THE RIGHT HAND COLUMN
  




Friday, August 2, 2019

TURMOIL CONTINUES AROUND THE WORLD

 All our markets are affected by the United States taking a tougher line against both Russia and China.
 What is not so obvious to onlookers is that both these states have and are continuing for a considerable time being ramping up their military capabilites and continue to interfere local small conflicts worldwide.
 As examples Russia through surrogates is massively interferes in the Middle East and for the first time in years South America ,openly supporting  non democratic states such as Venezuela and Cuba ,pretending to champion Socalism ! Russia has also broken the non proliferation deal by secretely adding to its low flying rockets that can carry nuclear warheads.
 China is actively finding new bases for its fleet and at the same time adding five hundred new ships yearly to its fleet.
 Further China a signatory to world trade organisation deals ,ignores these and steals intelectual property quite openly. It uses these deals to bind its opponents to gain trade advantages.
 China further provides capital to the most despotic countries with minimum regard for paying back the loans. Suddenly they demand the capital be payed back and if not forthcoming take over major institutions in these countries such as ports ,railways etc. Massive invasion of Chinese are then sent to these countries. This has mostly happened in Africa, a new form of colonialism !
 China has also tried to expand its territory by claiming international parts of  trading routes far removed from their land,such as the South China Sea over othe claimants and free passage ways.

Monday, July 1, 2019

Save the Planet run Amock ! Nothing new in the world 2023 June !

2023 populations are starting to fall with out human tinkering. god be praised !
Young teens and twenties are always looking at something to save. Above these year groups for the most part get a good dose of reality as economic issues start to press in on a personal level as personal sponsors (MUM,DAD  the STATE ? ) start withdrawing funds given for study etc.
Save the whale ,fish and so forth. Stop nuclear development in any form egged on by Russia in the form of provocateurs etc.
The latest craze started as PREVENT GLOBAL WARMING. Even salted politicians jumped on the band wagon. The original scientist said he was misunderstood and such a process could not be reversed by human behaviour. Billions have already been wasted on this endevour. Egged on 
by people making money out of this passtime. this then became CLIMATE CHANGE which put new life into the campaign . As this starts to fade the calling is now been labeled CLIMATE CARBON DISASATER! Wow surely they will run out of cliches soon!
I do believe plastics have been overused and of course its good to clean up our environment.I was watching a documentry of a city in India that produces so much rubbish daily that the dump will in ten years time be higher than the Taj Mahal monument!
My own take on this.
LIMITING THE EARTH POPULATION TO CHILDREN PER FAMILY REPLACEMENT IS THE ANSWER. NOTHING DRASTIC NEED BE DONE TOACHIEVE THIS BUT TAX AND GRANT INCENTIVES FOR STERILISATION
SHOULD DO THE TRICK
Hessian bags to carry maize are a renewable product as hessian comes from PLANTS ETC  better than plastic.
DO NOT REMOVE TOO MUCH CARBON DIOXIDE NATURALLY PRODUCED FROM THE ATMOSPHERE AS TREES NEED THIS TO PRODUCE OXYGEN WE BREATHE IN TO STAY ALIVE ! ARTIFICIAL MEANS MUST BE FOUND TO PRODUCE MORE OXYGEN AS TOO MAY TREES ARE BEEN CUT DOWN!

SEE THE LATEST UPDATES AT THE TOP OF THE RIGHT HAND COLUMN.


Sunday, June 2, 2019

RARE EARTH OPPORTUNITIES!

    It seems as if China is about to invoke a ban on  Rare Earth mineral and metal exports,to the USA and its allies !
  This is in reply to the USA increasing tariffs on Chinese exports into America. At the moment  they have a massive trade surplus with America. The USA is trying to balance the "Playing field"as      China uses many underhand methods to prevent fair trade.
China produces at least 85%  of these rare earths and up to now has sold them at prices low enough to discourage any other country from developing their own sources.
 These minerals include cobalt,spodium(lithium) and many others that most people have never heard of!
1.This is now an opportunity for other countries to to jump in and produce their share of this developing bonanza as prices are starting to rapidly increase!
 2. A decade or so ago ,China was  in a spat with Japan which has no minerals of any kind. Japan simply in electronics and cell phones etc. started substitution successfully and thus suffered very little discomfort. They are prepared to share this knowledge with the world.
 3.Most of the minerals/metals are really not so rare but difficult to mine ,also the price being low and limited use has prevented much in development.
 4. The USA has one small mine/factory ,but private enterprise is already planning massive expansion. This is likely to take another three years and many companies will sign long term contracts as one cannot then rely on supplies that can be interrupted at a moments notice.
There is a move afoot for more  enterprises in this direction being planned which might take up to five years to be completely up and running.
  5 Australia and Namibia have vast amounts of Spodium . And South Africa can extract cobalt easily from mines. All that is required to mine other minerals is the will and sound government without corruption to mine the various resources.

SEE THE RIGHT HAND COLUMN FOR THE LATEST UPDATES 
SEE MY SPECIALIST WATCH LISTS NOW AND THE ARCHIVE VERSION .THIS YEARS LIST HAS DONE PARTICULARY WELL

Thursday, May 2, 2019

Lack of Patience in World Clean Air Events !

1. The drive to lithium is now well under underway. The British government is about to spend millions on lithium service points,as well I suspect probably the rest of the first world as well, as private enterprise could really not keep up. So far all lithium battery  auto companies are running at a loss.
 A few points to consider :- 
a. Lithium is a rare earth metal so not in unlimited supply (spodium).
b. Governments are at last admitting that solar power is not likely to be able or best at loading points to power battery chargers. Coal powered  electricity will still power  most of the loading points for the forsee-able future!
c. At the moment batteries have to be charged for at least half an hour every 500 km!
d.Lithium batteries have not to date had a good safety record!
e.It seems as if lithium might be hazardous to health in numerous ways as well.
2. Well proven methods with fuel cell technology although not receiving the attention of lithium and proven results is soaring ahead in Sweden Volvo,Ballard company and many smaller  companies in America and Toyota in Japan. supplies of Platinum will last for at least the next couple of hundred years.
1.Click on Labels below for like minded posts below this post.

2.For latest page updates ,see right hand column. Newest always at top of pages.

3. See in right column our most read posts since we started this blog.

Monday, April 1, 2019

TRENDING COMPANIES AND MINERALS.

Ever since 2009 ,except for a couple of short periods ,I have been a PGM (Platinum Group metal) bull!
There is always a couple of them increasing in price. I have always maintained that Platinum is the more important than Palladium. The palladium price has for the last couple of years been higher than platinum,mainly because motor manufacturers lied about the loadings of platinum in catylitic converters . This damaged platinum use and speculators did the rest and chased prices down. Palladium is now in bubble territory,so is now easing against the platinum price.
THE GREAT FUTURE IN PLATINUM is now in FUEL CELL TECHNOLOGY 
Remember fuel cells produce no pollutants in every type of engine from autos to stationary engines. Japan is going full steam ahead with this production ,whilst the rest of the world is concentrating on lithium solutions which  has many drawbacks as the electricity to load these batteries will still mostly be produced by coal fired power stations for at least the next half centuary.
THE LEADING WORLD MINING COMPANIES THAT ABLE TO SUPPLY THESE NEEDS ADEQUATELY HAVE MANY OF THEIR ASSETS IN SOUTHERN AFRICA.
                DO WATCH 
ANGLO (AGL)
SYBANYE (SGL)
AMPLATS (AMS)
IMPALA (IMP)
RBPLATS (RBP)
NORTHAM (NHM)
1. 
A good idea is to also read Bvians Southern African mining and resources news on a monthly basis        AS WELL

2.
The latest  page updates are always at the top of the right hand column.

Saturday, March 2, 2019

BVN Under-- THE-- Radar: South Africa's Recovery

BVN Under-- THE-- Radar: South Africa's Recovery: There seems a genuine air to make 2019 the year of recovery in our country.  There have been many commissions of enquirery and at last gove...

Friday, February 1, 2019

The New Hydrogen AGE, REVOLUTION !

HYDROGEN which can easily be extracted from water is likely to drive the  new clean air revolution.
This is the preferred fuel that works with Platinum catalityic fuel cells. Its half the price of pretroleum fuels and has the advantage of being 100 % free of pollution.
Of course there's talk of using boron etc .to cut out rare earth ,such as platinum altogether ,but these experiments are still unproven.
When platinum is used for catalysts the power produced is strong enough to drive the largest stationary engines or so little can be used for small engines.
Toyota and other car,bus and heavy duty manufacturers have all chosen platinum to drive their future plans.
Germany is also tooling up now. Their leading manufacturer Mercedes Benz is also getting in on the act.
South Africa is the leading country regarding supply of platinum in the world .Impala platinum mine is now gearing up to supply their own electricity.
There is genuine scope for down-line applications helping create work locally. Do read all the other posts that I have written on platinum group metals over the years. Click on labels below or in the side-bar.
SEE THE PAGE UPDATES EACH MONTH. THE LATEST UPDATE IS AT THE TOP OF THE LIST IN THE SIDE-COLUMN

Tuesday, January 1, 2019

NEW YEAR PROSPECTS

1.During the previous year the general investment climate in Southern Africa never really lived up to  expectations.
Stocks of course had over shot the true recovery from the 2008 recession. Further, very bad political decisions such as the land grab debate to curry favor  with the  uneducated part of the electorate had bad repercussions for our country as overseas investors sold off our stocks . Moving to the more safe countries of the world.
See the side bar as some stocks held up  and mid-capital stocks did rather well when based on sound principles .
As our government is now looking for overseas funds to prop up their program of aims they have to get a lid on corruption and general government wastage. It unlikely that they will do the absolute take overs as Europe and America put pressure on them to behave in a civilised manner!
One danger is that they are turning to China for more of their monetary needs,how  ever China itself being under threat of  trade wars is cutting back on more reckless lending.
2. Platinum group metals are now coming into their own. There is always at least a couple , out performing. At the moment Rhodium and Palladium are trending. Do look at our Mining website where reasons are discussed from time to time. 
See the top of right hand side-bar,for the latest updates .