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Tuesday, November 27, 2018

Part two Bub

Hi readers

Tomorrow is bubs AGM.
The board is of the understanding that all will be passed as the directors have guided shareholders to vote.
While you can all vote in accordance with what you all feel fit there are issues that I will be voting against .

While I can not guide you as to which way to vote, I strongly urge you to seriously consider the company and its future progress going forward.
The likelihood of the current board members and Kristy Carr being at bubs is a 50/50 bet.

THe remuneration to the MD is very very very generous considering that the company anticipates these numbers by the second quarter of next year.
As a shareholder I'm not a mug and I do know very well what's going on so the fact the the board is recommended to vote for this resolution is an insult to our knowledge as shareholders.

Resolution 8 also I will be voting against. The company doesn't need to use our value in the company to further expand.
It's does have the financial capability to do it through profits it produces.
While the company has burnt through 9 million dollars through expansion, I have a major issue with the cost of it administration and corporate costs.

While many of you will not be aware the company can afford to fund growth through its profitability in the products it sells.
Don't let anyone tell you otherwise.
The company is no longer in its infancy, it has the distribution, it has the sales and the marketing down pat.
It's one of the most expensive product in the market and sales are booming.
It's not rocket science to work it out.

As I said if the company's share price continues to fall anticipate action which will be to the detriment  of the company and there will be nothing management or the board can do about it.
It's time as shareholders to stand and not accept what's being handed to us.

As we are in a period of Mercury retrograde accepting these 2 resolutions will be to the detriment of shareholder value.
It's for this reason that I'm putting the case before you.

I am not a financial advisor and the above is not financial advice.
Seek professional advice before making financial decisions.
The above is personal astrological insights into the above.

Disclosure
I am have a substantial number of Bub shares.

Monday, November 26, 2018

Bubs

Hi readers

Bubs what's happened and it's lost it lust in the market place.
Will it recover and has the astrology changed.

Those of you who know by know how I analyse companies will know that it's first astrology, then fundamentals of the company, charts only show what the market assumes what the price is or where it's been.
But as we know the human works on visual and the above isn't what's seen by the market.
I laugh at some who end me charts to tell me where a stock is going because of what the charts are showing.
One investor said to me that bubs will be 15 cents by Xmas which is wonderful but how can that be seen with charts I replied.
If a investor throws $20 million at Bub stock the company will be at 75 not 15, so you just need to step back and really think about what analytics your really doing, charts are not and will never be anything but a picture of after the fact.

Fundamentally where are they at.
The Dandenong plant is working more hours to catch up to demand.
Product to supply demand is still very tight, to tight for my liking but they are expanding livestock.
Sales are continuing to increase across all markets, both local and internationally.
While there focus is more on the local market at the present time, the international side is increase it not as fast as I would like.
But I can understand that  as the supply isn't quiet there yet.
Where are they at with the licensing to direct sell into china is the question, everyone seems to be concerned about!
Complete and utterly irrelevant, I say this because it's now become a political play.
Some of you will be asking questions what do I mean ?
China is holding back from approving as its trying to obtain Australian government support against the US trade war.
A number of companies in Asia are facing this with china deliberately playing political chess for its own interests.
US product is being shipped to china and rotting on the docks with Chinese customs delaying release of product through red tape.
Once the product expires it's then classed as unacceptable and sent back.
Over the last month the Chinese government has ordered banks to not fund companies who buy US products.
So unless the companies buying products are cashed up, no bank will fund loans to buy US products be tech or food.
But you never hear a word of this in the tabloid media, as this will spook investment markets.
So as you can see bubs is hamstrung by events beyond its control.

Has bubs made mistakes absolutely.
This is where both management and the board have a lot of explaining to do.
To be honest I don't know how they can explain it but time will tell.
The board replacing Nicholas with Kristy Carr is a huge mistake, a time aggressive growth to put a learner at the wheel is irresponsible and derelict of duty.
There are far more experienced CEOs around.
Time will tell if this pays off but at the present time this decision has cost shareholders over 35%of there value.
It's obvious that Kristy need to prove that she is up to the job of performing and while I reserve judgement on the appointment its obvious the market and existing shareholders don't share the same view as the board.
While she is the founder of Bub that doesn't mean she will make the right decisions for the companies profitablity going forward.
Yes she might want to see it be successful but that doesn't mean the right decisions will be made going forward.
Last placement shareholders have been burnt badly.
The previous to the last placement holders are being tested with the stock at its current price and with management bringing there friend in at the price (45) it will be interesting to see what plays out.

There's no way BUB can go to the market and ask for money as bridges have been burnt.
So there on there own from there own doing.
The only way they can go forward is to prove to both shareholders and the market that they are profitable and growing by showing double digit growth.

The boards decisions are what have put the price in this position presently.
The above issue with china will over time work themselves out as china needs bubs more than bubs needs china.
With a current birth rate at 27.1 million this year in china I rest my case.

To the Bub board needs to be very careful about awarding bonuses to management at the current suppressed prices as they can and will be all thrown out of there positions at the next AGM, or if prices keep falling then they will be in play.
I can guarantee you that..

Friday, November 16, 2018

mercury retrograde

Hi readers
It's been a while since I have posted but I have been busy with business and family life.
As the Mercury retrograde is upon us I thought it's time I post a few things as, many of you will be affected by it over the next 20 days.

Political issues are coming dangerous and for that I don't really want to reflect on them today.

It's more about the next 20 days with the retrograde Mercury which is far more important.

With Mercury traveling through Sagittarius many of you who are in business have found it easy to communicate with other business individuals, whether this has increased your business or not the fact that people have been open to listen is a great start.
But as of Saturday 17th November door will begin to close, no discussions no appointments, it will all just seem to close up shop.
It's has nothing to do with what your selling or providing it's just the emotional impact of what is occurring.
Don't feel disheartened by it or let down by it, just simply back off and let the dust settle, don't pester the potential for business either you will only make it worse.
If they chase you to close a deal just be mindful that it will be subject to change.
After the 7th of December when Mercury goes direct business will pick up where it left off.
Use the time to research new opportunities and how to improve your day to day life or business.

Those in relationships will find the memories of past flames creeping into your thoughts, if thats the case be good, and don't hurt peoples feelings.
(That's when you know that Mercury retrograde is prominent with you)
As always be careful about travelling and double check everything before taking off.

Past ideas will come back into your thought, and you will get ideas about how you can improve them.
This is great but write them down and revisit them after the 7th of December to see if they have merit.
The likelihood of them being successful is maybe 2%.
Past ideas are just that the past.. personal opinion

On a business note I will post up the astrology and views on all my/our current investments (Bub,Abr,KFE and Frm)
Donald Trump and his war against the pentagon machine in the US.
The current property and stock market in the US and Australia, plus the odd comment on what the hell is going on in the cryptic currencies.

To new readers getting to your emails (slowly sorry )

Wednesday, July 25, 2018

No Epidemic over the blood moon

Hi readers

We have a number of major astrological events coming and I thought I'd post up how I see it going forward financially not some of the crap some have emailed me.
Yes there is a blood moon eclipse coming and those of you who have some expertise in astrology will know that new beginning will become very powerful businesses.
Anyone starting  up a new business will find that the best time to start is over the next 3-6 months.

NO epidemic diseases or Armageddon will occur so let's just settle down over it .
Some of you might be watching far too many Hollywood movies.

What will occur is a serious heatwave across the globe.
Those who know how eclipses work would know this was coming from the start of April.
Fact is it's going to seriously intensify to levels we haven't seen before.
Currently Im in Sydney and there is a drought here.
This is only the start of it,there is far worse to come and it's for that reason you need to get ready for it.
Crop damage no low yielding crops are on the way so those who understand this prepare yourselves.
Emotions will be tested the next 6 months between the people you know.
Friendships will be made and lost due to the words spoken.
With a Leo Mercury retrograde all hell will break loose over the most stupidest of things.

PLEASE BE HUMBLE AND IF THERE  ISNT ANYTHING POSITIVE TO SAY THEN JUST SMILE.

The divorce rate over the next 18 months will explode due to Friday's blood eclipse.
Life is too short to argue over the dumbest of things.

In regards to financial markets you can already witness how bitcoin and the like are bouncing up, banks will again drop and then pop up again so watch them closely.
Been doing some investigating while here on some local companies so hopefully if they do what they say there could be some huge potentials down the road.
At the present time cash is king.

It's interesting to see how difficult it now is to buy a home here in Australia.
Yes I was a year plus out on the top of the market but I'm very confident that prices will fall away very quickly soon.
With all the current restrictions now in place all it needs is another US rate hike and that will be curtains on property.
The majority are investors in the sector , which is huge that they don't hold out through tough time.
The banks know this and that's why anyone with less than 25% equity must have mortgage insurance, which is another bank scam.
Who's  the insurers the banks themselves, I so love Australia good people gullible system.
How far it falls isn't the issue it's the damage it does for the next 10 years.

In regards to stocks I will start purchasing again as of Monday happy to sit at the bid and wait for the sellers to fill orders.

Purchased last 7 days
KFE.AX
ABR.AX

Tuesday, July 17, 2018

Mercury retrograde coming

Hi readers

Back in Australia on business with a client.
We see the markets trading sideways at the present time while metals are falling away and so they should they are far to expensive at the present time in my view.
We are in the mix of an eclipse episodes which will have long lasting  affects next year.
Also we are coming into a Mercury retrograde period also which will once again just exacerbate difficulty in communicating with each other.
We will see authorities say one thing and mean another.
Trump will continue to have the so called foot in mouth disease, but hey it is what it is I guess.
To the Europeans, tensions in the Balkan states will escalate with particular focus on the turkey and Greece issues.
To the Australians readers weather on the second eclipse will become very damaging.
Crop damage and property damage will have serious implications on economic growth.
Potential outbreak of bacteria infection very real.
Don't shoot the messengers people I just post what the astrology is showing.

We will have a bottom coming in on the cryptic currencies between the first eclipse and mercury retrograde those trading can anticipate a nice pop on the way.
WANCHAIN is now trading around the $2-2.50 area nice value area.
Bitcoin also around $6000-6500 area a nice value area.
The only other I like is litecoin under $85..

In stocks I have been somewhat quiet as I haven't been paying too much attention.
I'm still holding the following stocks
ABR.AX
AS1.AX
FRM.AX
KFE.AX
BUB.AX

For the holders of AS1 the deal has been done for there product to be sold so a purchase under the listed price is a good buy, going by what the astrology is showing me.
I personally am just happy to mop up any panic sells 13.5-14.5.

In regards to FRM I'm stuck in it and have to wait for the next astrological cycle before I can get out, management is simply incompetent in my view.

ABR is oversold and that's fine as I'm going to increase my investment in it, the astrology on the stock hasn't turned negative and shouldn't be at the current price.

 Regards to BUB I have had it with management and the board with there constant mistakes.
While I was prepared to buy a lot more stock at 73-75 cents I decided to pull the pin and let the stock fall away.
Let management understand that this type of stupidity isn't tolerated.
The value of the company is being hamstrung by the lack of executive management/action.
You can't be taking your investors of granted.
So for those holding share show patience over the next 3-4 weeks as the stock will fall, but the EOFY numbers will again explode the stock back up again .
During the next 3-4 I will mop some up but hard to say at what price.

KFE had its AGM, and a number of investors had there medicine.
Stock is sound with good backing from a fund who has interests in the country.
Please note this is a trade not a marriage.
Happy to sit on the bid and let sellers hit me .

As always use the above as an indicator to your own work .
The above is an astrological viewpoint of what is anticipated.
Seek professional advice before investing in the above.
As I am not a financial advisor.

Wednesday, June 27, 2018

KFE.ax is the next astrological play .

Hi readers

Another small cap stock to look at is KFE.ax on the asx exchange.
While there is rumblings going on with the board and shareholders the main focus is to look at the astrology of the company.
A Venus Jupiter trine to its Uranus is a wonderful aspect to have but that's not the main thing the fact it's at 16 degrees is huge .
The company is looking to build a steel plant in Nigeria.
While you can all do your own research on the company, the astrological side is the reason I am going to invest in it .
The 11th house of Neptune conjunction to the Sun also at 15 degrees is another major fact in the company's growth prospects.
The only issue the company has is the Chiron square to the 4th house moon which as you will witness will be played out with secret deals being exposed.
With saying that yes the company can trade lower but won't last...
There seems to be some authority assistance whether it be financially or red tape from government after September which will propel the project into turbo.

The stock is trading around the 17 cent.
The stock isn't an incubator like Bub which will continue a growth year over year.
The KFE.ax is an investment trade not a hold for the next five years.
It's only my view of course but I do see a higher valuation of the company once they build the steel plant.
55-65 cent valuation isn't unreasonable.


Tuesday, June 26, 2018

EOFY window dressing

Hi readers
End of financial year window dressing is upon us and as you can see with the latest market moves its a yoyo.
Trump once again wants a headline and has started his China bashing instead of looking how to improve the economy.
His very aware that the tax cut was a load of shit so anticipate the ramifications of this after November this year.
I wouldnt worry too much as he won't be re-elected again.
In regards to the US economy it's been  incubating inflation for almost 8 years and time has come for it to expose itself.
Nasty numbers are coming October on..

On the Cryptic side we continue to see WANCHAIN fall now down at the $2.30 area.
It's still over prices but getting close to fair value, not bargain.
The whole sector is washing out hype money, which surprises me considering people where happy to pay $19,000 for Bitcoin and now at $6500 there is no interest.
You have to love herd mentality, we are as people so stupid.

Stocks
Bub did a placement after the great news that came through which we expected but, it's starting to really piss me off that local brokers are being used instead of one who has a major Asian footprint.
You think you would have learnt from past mistakes, but it appears not.
For management to use Bell securities to capital raise at the discount is boarding on incomplete and rapping BUB loyal investors.
Those who took up the offer have been selling the stock days leading up to the cleansing.
It was also just before EOFY so that's just mates looking after each other. Not a happy investor

AS1 has once again come down to my buy area.
I haven't purchased any at the present time as just waiting to see a wash out first...
A cent or 2 here or there is nothing and not really what I'm looking at, it's more I want to see a couple of million shares get washed out, then I'll step in and take volume on! Not before.

The above was verified by another brokerage firm.

As always the above is just an astrological indicator and not financial advice.


Purchased since last post
ABR.ax

I'm doing the final astrological  analysis of 2 stocks which could be profitable success stories.
One listed on the ASX and one on the Nasdaq