: 推 jerrylin :老巴買過很多東西 問題在於他認為這東西價值高還低 04/20 20:43
: → lovecutes :更正- 股版還是存在一些不明事理的蠢散戶 04/20 20:44
: → jerrylin :他買白銀因為認為價值被低估 空美元因為認為被高估 04/20 20:44
: → jerrylin :要爭論的是他到底怎麼判斷這東西的價值才對. 04/20 20:45
: 推 fergus :老巴根本不推黃金 04/20 20:51
: 推 wolfspring :推推 04/20 21:19
: 推 luluhihi :推推～～～ 04/20 22:00
: → luluhihi :買貴金屬公司 不等於 買黃金 superman999大誤 04/20 22:00
: 推 kiog :有看有推 04/20 22:02
: 推 flydragon198:這就像買保險和買保險公司，完全是兩回事 04/20 23:09
: 推 swijo :黃金跌個5成，他就會叫進了 04/20 23:24
: 推 alphish :科技工業用了總黃金需求的10%，算多了吧 04/21 00:20
請大家醒醒吧!!!
請瞧瞧下列這封給股東的公開信內容~說什麼吧!
http://tinyurl.com/c3c22l9 (請見P.64與P.110與P.111)
#摘錄如下:
(P.64)
Vesuvius'precious metal fabrication operations utilise significant
quantities of precious metals, primarily gold by value.
These metals are held predominantly on consignment under contractual
arrangements whereby the consignor retains title to the metal and the
associated risks and benefits of ownership, with theresult that the
physical metal so held is not recorded in Vesuvius’balance sheet.
(P.110的2.2.2 Products)
The process of bringing a piece of gold jewellery to market begins
when gold arrives from financial institutions (precious metal consignors)
as ingots in minimum 99.5 per cent. pure, 24 carat form.
Precise quantities of gold are combined with other metals to produce the desired
grade in terms of both colour (e.g. yellow, white or rose) and carat (9, 10,
14 or 18 carat, as required).
=========================================
這些內容顯示~該貴金屬公司的製造作業使用大量的貴金屬;
主要是以黃金為主!!!(看到那句"primarily gold by value."了嗎??)
再看看內容的P110~產品的部份;亦清楚明白突顯了黃金乃整個製造過程中的主角!
諸位還要說貴金屬未必等於黃金嗎???
(請再看P.111)
摘錄如下:
Maximise opportunities in reclaim
Over recent years there has been very strong growth in the precious metals
reclaim or recycling market, stimulated by the increasing value of precious
metals. PMP believes that it has a strong market reputation for integrity
and professionalism and a proven ability to provide a fast and
effective service. PMP intends to continue to perform strongly in this highly
attractive market.
==============================================================
姑且不論該公司製品的貴金屬~主要以使用黃金為主~
"買貴金屬公司不等於買黃金???"
沒錯!此貴金屬公司不只主要生產黃金製品~也經營回收貴金屬的事業~
而且回收貴金屬這塊事業~還是該公司這幾年的獲利源頭與想繼續大力發展的部份!
這下子~諸位總該恍然大悟,為何巴菲特極力貶低看衰黃金了吧!
大家若看空黃金大舉賣出~~可是對他的貴金屬公司的回收事業是有利的啊!!!
況且黃金本來就是金融家的死敵;他們手上持有龐大的紙上資產;
不管有沒有購買貴金屬公司;他們本來就不願見到大眾瘋買黃金;
造成金價飆漲的現象!因為這會突顯紙幣越來越不值錢的事實;
最後紙幣系統崩潰了~他們手上持有一堆狂貶值的廢紙鈔;豈不虧大了?
而且這樣一來~他們靠印鈔製造通膨來搶奪99%人財產的無限美夢;
就要自此幻滅了!~這才是巴菲特極力貶低黃金的真正原因矣!
金融家從來就不可能為你我的利益著想;
巴菲特也是個金融家~~而且還是金融財團的大股東~
如果諸位寧願盲目相信財團代言人的話;那小弟也沒辦法囉!
祝大家好運囉!~ @╮(﹀_﹀")╭@