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Post by golden1101 on Sept 28, 2005 11:02:25 GMT -6
Forgive, right off the bat . . . As I don't really follow CMKXs' JV partners and their relationship to us. I really don't get excited by the mining arena and I am already confident enough in this stock that I have just let it be on auto pilot.
In the past year, we have diagnosed almost every scenario . . . Looking at all the possibilities and entities that CMKX could merge into. Some made pretty good sense, but nothing ever "clicked" with me.
Now . . . With news coming out from out JV yesterday, reading Andys messages, looking at some peoples thoughts on valuation from the past and the large O/S . . . I had this thought.
What if, instead of us merging with a larger entity or into a shell . . . ALL JV'S MERGED INTO US.
If our JV's have been working around the clock . . . Under the radar, who knows how far along they could be?
This could satisfy the valuation aspect which could MAYBE offset the extremely high O/S . . . This could also explain the large delays and big names dealing with this company.
Also . . . What effect could this have on the shorts who were not willing to "settle"? How could the cooperative ones have settled? Pay a premium on the shares they falsely created, then have had those shared legitimized by the company, which if they had the value, they could do for now.
Just thinking out loud.
Cheers!
golden ;D
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Post by Twist Capper on Sept 28, 2005 11:06:20 GMT -6
Forgive, right off the bat . . . As I don't really follow CMKXs' JV partners and their relationship to us. I really don't get excited by the mining arena and I am already confident enough in this stock that I have just let it be on auto pilot. In the past year, we have diagnosed almost every scenario . . . Looking at all the possibilities and entities that CMKX could merge into. Some made pretty good sense, but nothing ever "clicked" with me. Now . . . With news coming out from out JV yesterday, reading Andys messages, looking at some peoples thoughts on valuation from the past and the large O/S . . . I had this thought. What if, instead of us merging with a larger entity or into a shell . . . ALL JV'S MERGED INTO US. If our JV's have been working around the clock . . . Under the radar, who knows how far along they could be? This could satisfy the valuation aspect which could MAYBE offset the extremely high O/S . . . This could also explain the large delays and big names dealing with this company. Also . . . What effect could this have on the shorts who were not willing to "settle"? How could the cooperative ones have settled? Pay a premium on the shares they falsely created, then have had those shared legitimized by the company, which if they had the value, they could do for now. Just thinking out loud. Fire away . . . But first let me say, I have no idea if this is even realistic, possible or if I am a retard for suggesting it. I am posting it, not to pump anyone up, just to get feedback by all of you, whos opinions I respect and enjoy. Cheers! golden ;D  wrong board golden - no firing squad here  Mike |
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Post by xxed on Sept 28, 2005 11:07:34 GMT -6
That's a lot of JV's. Would CMKX's financials have to be complete for this? To quote Urban: "A power to reckon within the world of diamonds."?  |
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Post by golden1101 on Sept 28, 2005 11:09:56 GMT -6
Forgive, right off the bat . . . As I don't really follow CMKXs' JV partners and their relationship to us. I really don't get excited by the mining arena and I am already confident enough in this stock that I have just let it be on auto pilot. In the past year, we have diagnosed almost every scenario . . . Looking at all the possibilities and entities that CMKX could merge into. Some made pretty good sense, but nothing ever "clicked" with me. Now . . . With news coming out from out JV yesterday, reading Andys messages, looking at some peoples thoughts on valuation from the past and the large O/S . . . I had this thought. What if, instead of us merging with a larger entity or into a shell . . . ALL JV'S MERGED INTO US. If our JV's have been working around the clock . . . Under the radar, who knows how far along they could be? This could satisfy the valuation aspect which could MAYBE offset the extremely high O/S . . . This could also explain the large delays and big names dealing with this company. Also . . . What effect could this have on the shorts who were not willing to "settle"? How could the cooperative ones have settled? Pay a premium on the shares they falsely created, then have had those shared legitimized by the company, which if they had the value, they could do for now. Just thinking out loud. Fire away . . . But first let me say, I have no idea if this is even realistic, possible or if I am a retard for suggesting it. I am posting it, not to pump anyone up, just to get feedback by all of you, whos opinions I respect and enjoy. Cheers! golden ;D wrong board golden - no firing squad here Mike lol . . .  , I just copied and pasted it after I wrote it on pb32. I will edit that part. ;D |
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Post by Twist Capper on Sept 28, 2005 11:11:27 GMT -6
golden - throw on Andy's message as a blanket on top of your post
DIVERSIFIED
I have always believed that CMKX was the vehicle - not any of the JV's , although I thought
about CIM. A conglomerate would be a possibility.
Mike
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Post by franko10 on Sept 28, 2005 11:13:55 GMT -6
I have always favored a Umbrella theory which to this day I still think will be the end result with either us being private (CMKX) or as CIM...
either way everything from everyone would flow into us and make us a pile of money
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Post by gtajim on Sept 28, 2005 11:25:03 GMT -6
I like a good roll-up theory. I would add in a Cusip change with a forced certificate exchange. (changing CUSIP won't start squeeze but requiring them to send back all physical certs will:) |
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Post by gosh on Sept 28, 2005 11:27:14 GMT -6
I like a good roll-up theory. I would add in a Cusip change with a forced certificate exchange. (changing CUSIP won't start squeeze but requiring them to send back all physical certs will:) i like that thought and yours is workable golden |
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Post by gtajim on Sept 28, 2005 11:29:43 GMT -6
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Post by gusjarvis on Sept 28, 2005 11:32:31 GMT -6
remember the company said that all shares are the O/S in a statement to the court. Andy says every share will be treated the same, and he holds mostly or all electronic. My best guess is that Sterling was right and Urban and friends hold most of the naked shares, maybe in the same percentages as they hold in the company. I had a percentages theory long ago that said the only fair way to treat all shares the same is if the percentage holders had that percentage in naked shares also, then a real reverse split with all shares included could happen and be fair, and infact is the only true fair way to treat all shares the same. There were many rumours that Urban had around ninety percent of the naked shares, I wouldn't doubt that.
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Post by gusjarvis on Sept 28, 2005 11:36:27 GMT -6
to add to that last theory, the retail short is way less than the actual short that Frizz came up with. The numbers they have are up to 6 trillion when the average account only really holds 10.5 million. That is very roughly ten percent of the possible short, so who holds the rest.
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Post by whetstone on Sept 28, 2005 12:35:35 GMT -6
I thought that in the beginning that UC was gathering companies that could do various phases of the operational stuff. A company with drills, a company with claims, a company with geologists, a gold company, a mining company, a lazer etching company, a retail office in Belgium. CMKX as an umbrella looked like it was inevitable. But with all the SEC stuff, I'm thinking CIM might be the vehicle now. It has always looked to me as if UC wanted to do some diamond mining and that was all. The rest was to sell so that he could do just diamond mining. And drag racing. And maybe a little gambling now and then.
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Post by gusjarvis on Sept 28, 2005 13:01:25 GMT -6
whetstone, CIM will stand alone some how from CMKX from what I hear.
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Post by whetstone on Sept 28, 2005 13:24:38 GMT -6
whetstone, CIM will stand alone some how from CMKX from what I hear. Perhaps CIM umbrellas all of the JV's and CMKX deals with diamonds. Why waste all that advertising money that UC has spent? Give us all another CIM divvy and roll all of the JV's into CIM which would stick the shorters of any of those stocks and start a double squeeze. One on CMKX because of the CIM divvy and one on each JV that's shorted.  ! Man... that sounds an awful lot like Sterling's double short double cover reverse tuck in the lindy pike position theory. I think I'll take a nap now. |
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Post by golden1101 on Sept 28, 2005 13:29:19 GMT -6
whetsone . . . You touched on another point that I thought about, which was all of the marketing done on CMKX. Why work on "re-promotion" when you already have a ton of promotion out there.
Putting this all under CMKX really would make CMKX the "stock play of a lifetime"
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Post by gusjarvis on Sept 28, 2005 13:49:11 GMT -6
I think they are independent of each other. CIM will be given some value to reward the longer holders as they deserve this for their pain and suffering. Anyone in here a year or more deserve more rewards than recent buyers and I think Urban has shown he will reward those that have held longer already so why would things change. I personally think some settlement has been reached already as that would be common sense, and that CIM as SGGM were used as leverage to get that settlement done. It will be interesting to see how they worked things out if I am right.
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Post by Twist Capper on Sept 28, 2005 13:56:48 GMT -6
Gus
I think whatever we finally get to see - we will never know everything that was used,
what was done or how they worked things out.
Mike
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, I just copied and pasted it after I wrote it on pb32. I will edit that part. 
!