Garic Moran (@garicmoran) 's Twitter Profile
Garic Moran

@garicmoran

Moran Tice Cap Mgmt - RIA - Precious Metals Equities Specialists. Tweets are not investment advice: do your own due diligence. 37 years of macro investing!

ID: 708094889641287681

calendar_today11-03-2016 00:59:12

5,5K Tweet

13,13K Followers

511 Following

Krishan Gopaul (@krishangopaul) 's Twitter Profile Photo

Global central banks reported adding a net 37t of #gold to official reserves in July. This represents a 206% m/m increase and the highest monthly total since January (45t). Read more about the latest changes to central bank gold reserves here: gold.org/goldhub/gold-f…

Garic Moran (@garicmoran) 's Twitter Profile Photo

In 15 minutes computers will trade off of the BLS's press release; even though the BLS last month told us last year's press releases were fictitious.

Garic Moran (@garicmoran) 's Twitter Profile Photo

Centamin PLC is our second single mine company acquired in past week; Anglo Gold has offered a 36% premium in a stock deal. Centamin pre-announced massive cash flow growth in Q3 as part of this mornings press release: "Strong production and cost discipline has enabled us to

Garic Moran (@garicmoran) 's Twitter Profile Photo

Anglo Gold is paying 1.7x revenue & 3.45 operating cash flow at current Gold prices for Centamin PLC; sounds like a pretty good acquisition for AU. The fact that AU is trading lower is another sign of how awful the sentiment is in this sector, despite record profitability at

Garic Moran (@garicmoran) 's Twitter Profile Photo

Analysts asking why AU would buy Centamin & hurt share price; CEO says it is NAV accretive. CEO understands finance; analyst doesn't. This is absolutely crazy; second analyst does not understand the concept of NAV accretive.

Garic Moran (@garicmoran) 's Twitter Profile Photo

This morning Kinross proved their acquisition of Great Bear is worth twice what they paid 3 years ago; the algorithm's which sell the GDXJ on every opening sold the ETF again despite news becoming more positive by the day (CEY-LN & KGC-NY) specifically.

Garic Moran (@garicmoran) 's Twitter Profile Photo

So what do you think the rest of the world thought about tonight's debate? Any discussion about solving $100T of unfunded retirement liabilities? MSM asking how to end endless wars? Our forecast remains foreign demand for physical Gold will be greater than US Treasuries.

Garic Moran (@garicmoran) 's Twitter Profile Photo

Gold has broken out to new all-time-highs once again as the past month of trying to contain the price below $2500 appears to have failed; our portfolio of Gold miners are making over $1200 an ounce at current spot prices. Tuesday's Presidential debate had 0 grown up discussions

Gold has broken out to new all-time-highs once again as the past month of trying to contain the price below $2500 appears to have failed; our portfolio of Gold miners are making over $1200 an ounce at current spot prices. Tuesday's Presidential debate had 0 grown up discussions
Momentum Structural Analysis (@oliver_msa) 's Twitter Profile Photo

That's a breakout. Silver and gold above our levels. Should be a crazy few weeks coming up. The blow-off move will be fast and volatile, best hold on tight.

Zlatti71 (@zlatti_71) 's Twitter Profile Photo

β€ΌοΈπŸ‡·πŸ‡ΊπŸ΄β€β˜ οΈ President's Response on the Potential Use of NATO Long-Range Weapons Against Russia "This would mean that NATO countries, the United States, and European nations are at war with Russia. And if that is the case, considering the fundamental shift in the nature of this

Garic Moran (@garicmoran) 's Twitter Profile Photo

We believe Saudi's "Public Investment Fund" is the actual buyer of these physical Gold imports; regardless, BRICS plus OPEC nations are importing record amounts of physical Gold, while US investors remain clueless of what is happening:

Garic Moran (@garicmoran) 's Twitter Profile Photo

Our average producing Gold miner is generating 48% profit margins at current spot Gold price; either you understand finance, or you don't!