Opportunity during economic downturn

Nation building via learning and being the best in business

This post sees many investors running away from stocks in view of the perceived scandals in flood control the middle east war,  and unbridled inflation (now at 7.8%) hence the index at PSE sees horrendous decline.  This is the reason why at some point at the peak of stock market, you should be liquid.  When the stock market crashes, it is time to do bargain hunting and vulture investing to take advantage of falling stocks.  

Others see nothing but doom

Today I saw and learned a pending deal decline from a cash out of 9 numers to mere 7 numbers.  The owners of the land now agree to a joint venture to lessen the developers downside.   If we had more money we would go more on vulture investing.  Not within our morality though, and we dont have the resources.

Germany's smart recycling system - why cant other govt copy this

Nation building via learning and being the best in business

There are many Waste to Energy Companies abroad, even local ERC is encouraging bids for WTE.  Thie is the next big problem opportunity for companies:  to recycle materials.  Reason to have cheaper source of materials and save energy.   

It is more expensive to get rid of garbage.  We are running out of landfills.

It is important to note some important innovation:

1.  Recycling refund kiosk  that pays back deposit for bottles cans and other plastics that are required 

2.  Car recycling center that takes back oil, coolant and other toxic waste before taking back plastic and metals from cars..  Recycling centers recycle up to 95% of the old cars

Location location as impt in a project; does it still matter?

Nation building via learning and being the best in business

We have made that as unwritten rule of the thumb that our project must be located not more than 3 km from the church.   It matters now because the site we are looking at looks to be 6 km away from the town proper.   And may look not very attractive to the buyers.  Although the municipal institution is about 5 km away, its a short distance away.  

We looked at our sites and found out that two have distances of more than 5 km away.  Dalumpines, Agdao and Calamba   And yet they sell.

Is being near a place of worship still important in our business?  It looks like the internet, better travel -  mc bikes have made this point in business, not very important any more.   Do you agree?

This one is 6.2 km away.

The proposed railway project from Digos to Tagum gives encouragement for this post to try investing some more in Mindanao

Nation building via learning and being the best in business

China proposed to finance this rail project.  But backed out and quarters said it is dead.    Then they talked about PPP now it is rumored to be a PPP project and ROW acquisition is underway   Had there been no corruption, the train could have been built...

But they say Japn will take over the lending.   Let us see.  But if it pushes through, I want I visualize us to be there at the major cities mentioned.

Marcos tasks DOTr to seek funding for Mindanao railways

Possible deals in Mindanao

Nation building via learning and being the best in business

Met yesterday land owner (of 10 hectare property) in a province in Mindano just renamed recently.   The property is 10 hectares and sitauted in the most progressive and heavily populaed in that gold rich country.   It is famous for big time and small time (cottage industry) gold mining    The gold production of the province is estimated to be 30 to 40,000 ounces annually.   At P8,200 per gram (25 grams to an ounce) thats a lot of wealth.

The property owners are from this hometown and grew up here.  They inherited the property from their Lolo.  ( So it is ej)  They are colleges.   The husbank worked with us on our outfit, the wife worked with the bank I used to work.    It looks like a reunion.  

It could be a sale of Joint project   Their asking price seem to be reasonable but if we could ask for furhter discount.

The upside is that it is near the mun cemetery which is 50% filled up (duon magsurvey?)   it is 3 km further up.  Baka masyadong malayo  

I look forwaqrd to having more projects on the way to the site on two most progressive and populated areas in the said famous province/city.  

A project in gold city and 3 more projects at 1B each revenues? (in next 10 years?)

Nation building via learning and being the best in business

Potential target cities:         Ta...m   300,000 pop  (MP exists)

                                            Pa...bo  200,000 pop  (MP exists)

                                            M....ayo  90,000  (cemetery at the Bo)

                                            M..i        148,000  (Camus)

There could be  a room for a better one.... It is nice to be part of continuiing creation of the Alpha and Omega....

Will I be given a privilege to live longer?   Thanks the Lord