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Full year results are out Monday, including revised outlook forecasts. As long as there aren't any new nasty surprises, the bottom should be in, and the price should be back above $30 by October.

NCM have legal advice stating that Gosowong will not be affected by the new Indonesian laws until their existing contract expires in 2029. http://www.zimbio.com/Mining/articles/Om13k2EpjAw/war+between+Indonesia+law+Australian+miners Intrepid was always worried about the new laws, even back in...

It's in the water purification business, so I suppose it depends how you define as a water stock. Basic water provisioning has been a government monopoly in most states, and even where some degree of privatisation has happened, I'm sure that the government will step back in if profits ever got...

Phoslock is another penny stock listed on the ASX. I woudn't be in a hurry to buy any at the moment though. They have posted another loss and will need to raise some cash soon, assuming that they can stay solvent. Take a look at them and see what you think.

Yes, the comparison applies to the miners of precious metals too. As part of the supply chain, they are affected by similar (but indirect) demand volatility as the Perth Mint. Public and private mining companies can also have risk averse majority shareholders, just like Government-owned...

The more I think about it, the more that I am surprised that the Perth Mint does not already offer higher buy back prices for its own products. Apart from the savings resulting from the ability to send such buy backs directly back into to the sales inventory, it also encourages the association...

One further comment that I would like to make, hopefully to be received as a constructive suggestion rather than a destructive criticism, is that demand management need not be limited to production capacity alone. The Perth Mint is not just a manufacturer. It is also a trader, and it has other...

I have also been impressed with Bron's contributions over the years, and I also respect his knowledge and his professionalism, but does that mean I can never disagree with something he writes without being subject to personal abuse from sideline barrackers? As far as I know, Bron has never...

There are plenty of business sectors that have rapid changes in demand. In fact just about every commodities miner is subject to major demand volatility, and they have much longer infrastructure development timeframes and much greater capital costs than Perth Mint. There is nothing unique about...

It seems that we agree that high trading volumes in isolation cannot determine whether the associated demand at the given price level will be sustainable over the medium to longer term. The increased demand that occured during rapid price increases earlier this year could not be maintained. It...

I appreciate Bron's response, but I stand by my criticism of PM management. I agree that product forecasting and inventory management is not an exact science. It is subject to continuously varying economic sentiment, or "animal spirits", but this is not an issue restricted to the precious...

The PM is now not selling any silver bars, with the 100oz also being made unavailable (as of Monday morning 17 Oct). Are we to assume that all of the 100oz bars are now being re-cast, not leaving any available for sale? It's no wonder that conspiracy theories get started, when the only other...

Already covered in Lunar thread

Of course, your dividends are not always necessarily franked, due to the holding period rule. You have to own the shares for a continuous period of 45 days or more (not counting purchase and sale days) or 90 days in the case of certain preference shares, to be certain of the franking...

No, I am not seeing any of today's orders in my order history. I only know about them because I called the PM call centre. The website says: "LIMIT: 20 COINS PER CUSTOMER This is a per customer limit. Multiple orders for this item will not be accepted via any means. If you place multiple orders...

Now they have a message saying that if you place multiple orders that exceed the coin limit, then they will cancel all of the orders! This does not seem reasonable given that the orders are not always being acknowledged by the website, and that the multiple orders were unintentional for most...

After dozens of website failures, I eventually got through to PM via the phone. When I said that I wanted to place an order, they said that I had already placed two orders today! The website had accepted a couple of my order attempts without giving me any indication (or telling me what the...

I don't know what the source is. I was just lucky with my timing. They say to register for email product advices, but that is only new product releases, not limited releases of bullion bars. I must have checked the website 50 times before I could get an order accepted. There is no system or...

You need to regularly check the PM website. I bought some 10oz silver bars at 5.10 AEST today, after getting the "no availability" message on the 20 oz, 1kg & 100oz bars. My order was accepted, but I have just checked the website and they are temporarily unavailable again (with limited stocks...

Sorry people, I may have jumped the gun on this. I still don't have final confirmation yet, but it looks like physical precious metals may not be allowable as an in specie SMSF contribution. The relevant legislation is here: http://www.austlii.edu.au/au/legis/cth/consol_act/sia1993473/s66.html...