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Weekend reading

A Morning with Charlie: Notes from Charlie Munger’s talk to his cult followers.

Matt Damon’s off screen project: We have all see Damon’s on screen projects, although he has been very committed off-screen.

SEC goes after the Chinese auditors: SEC seems to finally take some steps against the auditors of China-based companies

Interview with Plan Maestro (Variant Perceptions): If you enjoy his blog, you have to read this lengthy interview

Categories: Reading
  1. bob
    July 13, 2011 at 8:34 am

    any thoughts on the 27k gold production press release from yukon nevada gold? wondering if there’s a reason they didn’t throw in any cost per ounce numbers?

    • paras
      July 13, 2011 at 1:13 pm

      I’m interested in seeing the Q4 ’11 production numbers and then the first 2 quarter of ’12. The numbers that the company put up for Q2 don’t mean much to me. They won’t be numbers you can project from because of the impact from financing and getting ready for September shutdown. Also the Q2 numbers don’t show if the management successfully executed, as you have financing and upcoming September shutdown problems. The company’s cost of production is going to be extremely high in Q2 and likely for the rest of 2011. This is due to lower production and work related to winterization. I’m glad to see the company is still on track for the September shutdown.


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