Stockmarket January 2012

[sunseeker]

Copper Strategy..
I used to expect (at least) 20% but last year I held out until Mid March believing I'd get there. Doing so I let a bigger January profit slip (only pocketed about 11%). Even the best laid plans (of mice and men) need a rethink.

The copper strategy worked although not nearly as well as it used to do. 

Still.....

                   
         
                 Cock a doodle do.

14.8% up (after charges) 2 months and 19 days later. Market conditions and all    I trousered the profit early.

ATB 

[sunseeker]

10 year commodity returns.
http://www.usfunds.com/investor-resources/frank-talk/?i=7486

http://www.usfunds.com/media/files/pdfs/researchreports/2012-research-reports/2011-CommoditiesRetail_JAN2012.pdf?CFID=4853516&CFTOKEN=11046112


What no Uranium? Many of us here did rather well out of that run.
All in all I will look at the absence of uranium a positive thing.

I like to bring this up from time to time because one day THORIUM will take off (only my opinion).
Regulars will have read them before.
Two of the best articles to get you up to speed..........

http://www.telegraph.co.uk/finance/comment/7970619/Obama-could-kill-fossil-fuels-overnight-with-a-nuclear-dash-for-thorium.html

"Once you start looking more closely, it blows your mind away. You can run civilisation on thorium for hundreds of thousands of years, and it’s essentially free. You don’t have to deal with uranium cartels," he said.

AND

Thorium is so common that miners treat it as a nuisance, a radioactive by-product if they try to dig up rare earth metals. The US and Australia are full of the stuff. So are the granite rocks of Cornwall. You do not need much: all is potentially usable as fuel, compared to just 0.7pc for uranium.

http://www.cosmosmagazine.com/node/348?gclid=CJew-ufr04gCFRvHXgod1XNbNg

For your watch list the only realistic way to play Thorium.

http://www.stockwatch.com/Quote/Detail.aspx?symbol=LTBR&region=U

http://www.ltbridge.com/

"Caveat emptor"
Always better to be slightly late (some sort of trend has to have been established), than too early, or too late to the party.

ATB 

[sunseeker]

http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid=143915&sn=Detail&pid=92730

A uranium supply crunch is widely anticipated to hit the nuclear industry starting next year as Cold War era sources of uranium dry up. To illustrate the severity of the shortage that the nuclear industry faces, Drolet highlighted 2010 uranium production from mining - 118 million pounds - versus consumption: 190 million pounds.

I don't hold any “U's” at the moment. 

Even in the best of years you might find this window of opportunity will be closing....

Sound advice. One of my favourite posts from the most prolific poster at the time (Davidslane)........

http://buy-high-sell-higher.com/forum/general-discussion/bearish-forecast-t719.0.html;msg3835#msg3835

But every year I've held uranium stocks: 2004, 2005, 2006, and 2007, I've gotten killed in the summer.  From late April (or mid May) until mid summer.  Every year I think this year will be different.  And it never is.

So, this April/May, I will be lightening up on my uraniums down to core positions.

Here's one for all those in the U's in those days.....

http://www.youtube.com/watch?v=C3ImUiRgvY0&feature=related

ATB