Posted on July 22, 2020 by Tom Linzmeier, Editor/LivingofftheMarket.com
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July 12, 2020 Thomas Linzmeier Editor LivingofftheMarket.com
Momentum (MoMo) play – riding the bullish sentiment in gold and silver. Use a stop loss.
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July 6,2020 Tom Linzmeier Editor
Mechanical Tech (MKTY) has created a new subsidiary called EcoChain. EcoChain will focus on Crypto Mining and Blockchain applications. They are invested in and consulted by a private company, Soluna.
So, who is Soluna?
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Dec 5, 2019 – Written by Thomas Linzmeier, founder Access Vietnam Group, LLC
#1 Calumet Specialty Products (CLMT)* $3.06
Regular readers know this story well from previous posts. Calumet is an unappreciated success story in an amazing three year turn around at a $3.5 billion revenue company. CLMT now has $150 million in positive cash flow and a 50% debt reduction over the three years. This should be the final opportunity to buy under $4.00 – maybe $5.00. Management bonus incentives are awarded if management 1) gets the share price to $16.00 and 2) reinstates the dividend. Dividend reinstatement could happen in 2020. All aboard for a great return in 2020 for Calumet. Projected P/E ratio for 2020 is 8.2. A refinery in Great Falls Montana has been identified by management as an asset sale that could cut remaining debt in half. There is no hurry to sell as the asset is generating a very acceptable level of positive cash flow. From the tone of management in conference calls, I am guessing the sale will come in 2020. Big upside potential here.
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November 23, 2019 – Thomas Linzmeier, Access Vietnam Group, LLC
Calumet (CLMT)* $3.20
I have no idea why the shares are where they are at. It is too cheap, yet I can’t say it will not revisit its recent low around $3.00 or lower. Why is the stock down from excellent earnings a week ago? Bear Raid? Year-end tax loss selling? I don’t know. Tax loss selling is usually over by mid-December.
By the numbers the company is doing great. Latest earnings report November 12, 2019.
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October 25, 2019 Tom Linzmeier
For the USA stock market to rally, we need to see a couple of things:
With an emerging market economy and continued strong growth, Vietnam is set to become one of the most dynamic markets in the world by 2030, according to Euromonitor International, a global market research company.
An Hodgson, Euromonitor International’s income and expenditure research manager, said the company’s research database showed that urbanisation, with the associated concentration of income, wealth and population, would propel Vietnam’s commercial success by 2030.
Published last month, the research database has found that Vietnam will be the third biggest urban market by consumer numbers and fifth biggest by total spending in Southeast Asia.
Oct 17, 2019 Tom Linzmeier – Access Vietnam Group, LLC
The Pan Group, (PAN) US$1.25