: 推 jerrylin :老巴买过很多东西 问题在于他认为这东西价值高还低 04/20 20:43
: → lovecutes :更正- 股版还是存在一些不明事理的蠢散户 04/20 20:44
: → jerrylin :他买白银因为认为价值被低估 空美元因为认为被高估 04/20 20:44
: → jerrylin :要争论的是他到底怎么判断这东西的价值才对. 04/20 20:45
: 推 fergus :老巴根本不推黄金 04/20 20:51
: 推 wolfspring :推推 04/20 21:19
: 推 luluhihi :推推～～～ 04/20 22:00
: → luluhihi :买贵金属公司 不等于 买黄金 superman999大误 04/20 22:00
: 推 kiog :有看有推 04/20 22:02
: 推 flydragon198:这就像买保险和买保险公司，完全是两回事 04/20 23:09
: 推 swijo :黄金跌个5成，他就会叫进了 04/20 23:24
: 推 alphish :科技工业用了总黄金需求的10%，算多了吧 04/21 00:20
请大家醒醒吧!!!
请瞧瞧下列这封给股东的公开信内容~说什么吧!
http://tinyurl.com/c3c22l9 (请见P.64与P.110与P.111)
#摘录如下:
(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).
=========================================
这些内容显示~该贵金属公司的制造作业使用大量的贵金属;
主要是以黄金为主!!!(看到那句"primarily gold by value."了吗??)
再看看内容的P110~产品的部份;亦清楚明白突显了黄金乃整个制造过程中的主角!
诸位还要说贵金属未必等于黄金吗???
(请再看P.111)
摘录如下:
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.
==============================================================
姑且不论该公司制品的贵金属~主要以使用黄金为主~
"买贵金属公司不等于买黄金???"
没错!此贵金属公司不只主要生产黄金制品~也经营回收贵金属的事业~
而且回收贵金属这块事业~还是该公司这几年的获利源头与想继续大力发展的部份!
这下子~诸位总该恍然大悟,为何巴菲特极力贬低看衰黄金了吧!
大家若看空黄金大举卖出~~可是对他的贵金属公司的回收事业是有利的啊!!!
况且黄金本来就是金融家的死敌;他们手上持有庞大的纸上资产;
不管有没有购买贵金属公司;他们本来就不愿见到大众疯买黄金;
造成金价飙涨的现象!因为这会突显纸币越来越不值钱的事实;
最后纸币系统崩溃了~他们手上持有一堆狂贬值的废纸钞;岂不亏大了?
而且这样一来~他们靠印钞制造通膨来抢夺99%人财产的无限美梦;
就要自此幻灭了!~这才是巴菲特极力贬低黄金的真正原因矣!
金融家从来就不可能为你我的利益着想;
巴菲特也是个金融家~~而且还是金融财团的大股东~
如果诸位宁愿盲目相信财团代言人的话;那小弟也没办法囉!
祝大家好运囉!~ @╮(﹀_﹀")╭@