I showed you the value of information…Now go get it…
-Gordon Gekko to Bud Fox, Wall Street 1987

Folks this is exhibit A on the value of information. For anyone still holding out on coming over to Spock’s site www.spockm.com take a look at what you could have gotten buttoned down over the past month. As a team we scoped out the story of the buyout of Magellan Minerals by Anfield Nickel. We caught the scent 2 months before the market realized what was going on and took advantage of it. We held this one close to our chest. If one was not in on this deal before it launched it just left you behind and we caught the scent before the market did.

I am posting the piece I wrote up a few weeks back regarding the buy out of Magellan by Anfield and its meaning. It gave adequate time to get positioned. Once the market figured it out there was no more time. A case of “got to be in it to win it” and we were.

Here is the final post on the Anfield Nickel story:

Recently, I traveled to Vancouver to attend a wedding, a funeral and a near death rescue. It was an amazing day as it happened all at once and in one room. It was the shareholders meeting which approved the takeover of Magellan Minerals by Anfield Nickel. For most this had the appearance of a very boring and unattended formality, however for a value seeker I found it incredibly exciting.

First off, let me say I don’t do puff pieces. This is NOT an Icahn pumps Apple (AAPL)story as I am not here to sell anything. I write for two reasons, first it disciplines me to organize my thoughts and I choose to pass these writings along in order to develop relationships with other similar investors who may at some time pass along their ideas to me…period. So don’t interpret my comments as a sales job as they are just my observations as an investor who tries to have a nose for value.

If you have read my piece on the 3 phases of a bull market you know a little about how to recognize phase I and the beginning of a bull market. You fully understand its value to the investor, yet why few people ever buy there. Instead, the average investor buys Apple at $125 after Carl Icahn pumps it on Cramer’s show when he makes his call that its going to $240. He buys it for two reasons, first he gets swept up in the hype of a phase II or III and second he buys what he wishes he had bought after being attracted by the price action. What we have here in Anfield Nickel is the absolute polar opposite to this process and, by the way, this process is how one makes BIG Money.

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