d*f
2 楼
奥特朗这种水平在鳖国连村长都选不上,在我帝连学委都没戏,这都tmd什么水平阿
r*m
9 楼
I think 20-25 might be the fair value.
r*m
14 楼
let me tell you why.
first, slv has been staying below $20 for a long time, and I don't see any
silver miner going bankrupt because of that. So this suggest at $20 is high
enough a price to cover all the cost for digging out silver and then some.
second, with imaging going digital, the industrial demand for silver is not
increasing.
third, sure, there is and will be more inflation, so I will throw in an
extra $5 to cover that, that's where my $25 come from.
last but not least, just like anything on the wall street, what goes up,
comes down. At $40, silver bears have a decent margin of safety to go short.
【在 a********h 的大作中提到】
: oh come on, dr rim, don't just throw numbers out here.
: how about 18-20 or 28-30?
first, slv has been staying below $20 for a long time, and I don't see any
silver miner going bankrupt because of that. So this suggest at $20 is high
enough a price to cover all the cost for digging out silver and then some.
second, with imaging going digital, the industrial demand for silver is not
increasing.
third, sure, there is and will be more inflation, so I will throw in an
extra $5 to cover that, that's where my $25 come from.
last but not least, just like anything on the wall street, what goes up,
comes down. At $40, silver bears have a decent margin of safety to go short.
【在 a********h 的大作中提到】
: oh come on, dr rim, don't just throw numbers out here.
: how about 18-20 or 28-30?
a*h
15 楼
1. of course the cost of mining is low that's why I am in miners.
that doesn't mean supply can increase quickly. it takes many years to start
new mines.
also if LV bag cost is $500, they can still sell for $4000 as long as there
is demand.
2. if you think of silver purely as a industrial commodity, you surely are
shaking your head as why silver is rallying to 40.
3. everybody knows that everything will peak some day. the question is when?
how about silver over 100?
4. short term it can correct from 40-50, but longer term it's going up, that
's where our opinion differs.
we will see in the next year or 2.
high
.
not
short.
【在 r*m 的大作中提到】
: let me tell you why.
: first, slv has been staying below $20 for a long time, and I don't see any
: silver miner going bankrupt because of that. So this suggest at $20 is high
: enough a price to cover all the cost for digging out silver and then some.
: second, with imaging going digital, the industrial demand for silver is not
: increasing.
: third, sure, there is and will be more inflation, so I will throw in an
: extra $5 to cover that, that's where my $25 come from.
: last but not least, just like anything on the wall street, what goes up,
: comes down. At $40, silver bears have a decent margin of safety to go short.
that doesn't mean supply can increase quickly. it takes many years to start
new mines.
also if LV bag cost is $500, they can still sell for $4000 as long as there
is demand.
2. if you think of silver purely as a industrial commodity, you surely are
shaking your head as why silver is rallying to 40.
3. everybody knows that everything will peak some day. the question is when?
how about silver over 100?
4. short term it can correct from 40-50, but longer term it's going up, that
's where our opinion differs.
we will see in the next year or 2.
high
.
not
short.
【在 r*m 的大作中提到】
: let me tell you why.
: first, slv has been staying below $20 for a long time, and I don't see any
: silver miner going bankrupt because of that. So this suggest at $20 is high
: enough a price to cover all the cost for digging out silver and then some.
: second, with imaging going digital, the industrial demand for silver is not
: increasing.
: third, sure, there is and will be more inflation, so I will throw in an
: extra $5 to cover that, that's where my $25 come from.
: last but not least, just like anything on the wall street, what goes up,
: comes down. At $40, silver bears have a decent margin of safety to go short.
c*m
16 楼
why don't you talk about inflation?
in 1922, 1 once silver = $0.125
in 2011, if use old time US dollar value, then 1 once silver= $225.
Got it?
That is why I say the most intelligent investor/trader is in commodity
trading, neverlearn is a good example.
high
.
not
short.
【在 r*m 的大作中提到】
: let me tell you why.
: first, slv has been staying below $20 for a long time, and I don't see any
: silver miner going bankrupt because of that. So this suggest at $20 is high
: enough a price to cover all the cost for digging out silver and then some.
: second, with imaging going digital, the industrial demand for silver is not
: increasing.
: third, sure, there is and will be more inflation, so I will throw in an
: extra $5 to cover that, that's where my $25 come from.
: last but not least, just like anything on the wall street, what goes up,
: comes down. At $40, silver bears have a decent margin of safety to go short.
in 1922, 1 once silver = $0.125
in 2011, if use old time US dollar value, then 1 once silver= $225.
Got it?
That is why I say the most intelligent investor/trader is in commodity
trading, neverlearn is a good example.
high
.
not
short.
【在 r*m 的大作中提到】
: let me tell you why.
: first, slv has been staying below $20 for a long time, and I don't see any
: silver miner going bankrupt because of that. So this suggest at $20 is high
: enough a price to cover all the cost for digging out silver and then some.
: second, with imaging going digital, the industrial demand for silver is not
: increasing.
: third, sure, there is and will be more inflation, so I will throw in an
: extra $5 to cover that, that's where my $25 come from.
: last but not least, just like anything on the wall street, what goes up,
: comes down. At $40, silver bears have a decent margin of safety to go short.
相关阅读
转三个不同版面,转回来算不算黄图?路边看到的可怕标语joke版有个版务经常地转气候变暖的左逼笑话语言艺术啊,in the process of buying it伊朗高科技转播女子体育比赛 zt (转载)大家看过死亡笔记吧学术:中国为什么有很高的人口/耕地面积比?诚征485男毕福剑饭局更多细节流出,一桌三万二,菜单曝光 (转载)六岁当猪我换工作的原因是密码不够用。中国人可能不知道的历史真相 (转载)菌斑大美女约炮失败米国也出张铁生了。手机统一保管在儿子幼儿园看到一个中国女孩子讲一口纯正的印度英语(zz华人) (转载)礼拜天的心灵鸡汤学术,洗衣服消毒液用什么?老毕带来了biang的流行快结婚了总希望前男友能来闹婚礼 (转载)