← Home ← Back to /bant/

Thread 23179348

81 posts 70 images 25 unique posters /bant/
Anonymous (ID: VX+RMPId) Denmark No.23179348 >>23179537
/CMMG/ Commodities, Mining, and Macro General
/CMMG/ pub edish. No normies, jews or Poles allowed.
Anonymous (ID: bFoDOuVt) Canada No.23179537
>>23179348 (OP)
sniggers rise up
Anonymous (ID: tese6+ar) United States No.23179611 >>23180833
Miners really running ahead of the metals here
Anonymous (ID: rT70h737) United States No.23179786
Anonymous (ID: PbuW3TLJ) Canada No.23179854 >>23179938 >>23180674 >>23180693 >>23184078 >>23184392 >>23184736
Hello I'm new here looking for miners.
Anonymous (ID: tese6+ar) United States No.23179938
>>23179854
What are you looking for?
Precious metals?
ETFs?
Large caps?
Mid?
Small?
Anonymous (ID: ZdaL9tsS) Canada No.23180674
>>23179854
You sick fuck
Anonymous (ID: FxlCFbrv) Finland No.23180693
>>23179854
>>>discord
>>>roblox
Anonymous (ID: tYSx4Liy) Poland No.23180833
>>23179611
Are they? They are few good years behind.
Anonymous (ID: A57fExfV) United States No.23181278 >>23181293
https://x.com/jessebday/status/1960416959448932480
Anonymous (ID: FxlCFbrv) Finland No.23181293 >>23181587
>>23181278
Gary looks withered. How much does he owe the mafia if he needs $10k gold?
Anonymous (ID: A57fExfV) United States No.23181587 >>23181881 >>23184461 >>23184579 >>23184627
>>23181293
kek
Anonymous (ID: tYSx4Liy) Poland No.23181881
>>23181587
He looks like he get dried off any bodily water
Anonymous (ID: A57fExfV) United States No.23182199 >>23184579
SPROTT BALLS DEEP NFG

>Keith Boyle, CEO of New Found Gold, commented, "On behalf of the Company, I would like to thank Mr. Sprott for his continued support as New Found Gold's largest shareholder. His participation in both the Private Placement and our bought deal financing that closed in June, 20251 reflects his confidence in the Project, the new leadership team and our strategy going forward. The proceeds from the Private Placement support the advancement of Queensway's key milestones and further position us on the path to production."
Anonymous (ID: mHHSTl3I) United States No.23182371 >>23183110
Why the selling?
Anonymous (ID: A57fExfV) United States No.23182687 >>23182965
If I remember correctly, shortbro had a "redemption" price target of .40CAD for Lagoon, looks like he underestimated the power of Rana and his sexy geo
Anonymous (ID: sh+vK7Zx) United States No.23182965 >>23183042
>>23182687
390k poo chad. Feeling comfy this last week. Also some of my other positions are doing pretty good as well. Still waiting for Gayhorse and my other shitco explorers to finally moon. Probably need another leg up in silver and majors start posting profits before yhe shitcos go up. Maybe the ai and crypto market need to crash as well.
Anonymous (ID: A57fExfV) United States No.23183042
>>23182965
I think Rana has been taking a break lately from the interviews too and Lagoon is still rolling this week, he's going to start media blitzing hard again with Beaver Creek
Anonymous (ID: tYSx4Liy) Poland No.23183110
>>23182371
What selling?
Anonymous (ID: A57fExfV) United States No.23183725
WAGMI
Anonymous (ID: A57fExfV) United States No.23183968 >>23185293
IT'S HAPPENING

https://www.youtube.com/watch?v=qs_ZlHJ2tHk
Anonymous (ID: kAda0CLr) Canada No.23184078 >>23185293
>>23179854
Junior miners? You sick fuck.
Anonymous (ID: A57fExfV) United States No.23184392
>>23179854
Anonymous (ID: ZdaL9tsS) Canada No.23184461
>>23181587
AIDS?
Anonymous (ID: /zxKPk/w) Macedonia No.23184579
>>23181587
Bro looking like he's 9 months into chemo.
>>23182199
What's his plan? Go bankrupt and rely on a government pension?
Anonymous (ID: DspKzHxa) Finland No.23184627
>>23181587
Looks like Gary will be six feet under by the time gold goes into the five digits
Anonymous (ID: lx6pG7F8) Canada No.23184736
>>23179854
Pls buy some Altha Energy sticks so I can unload my bags please please
Anonymous (ID: DspKzHxa) Finland No.23184935 >>23185291
https://www.enverus.com/blog/exploring-the-future-of-canadian-oil-sands-and-montney-plays/
Great article from Enervus talking about Canadian o&g. Key points are:
>AECO bearish (duh)
>65% of the growth until 2030 to come from the oil sands, most of the rest will come from the Montney
>oil sands egress should keep rising with pipeline expansions which should support WCS and condensate pricing
>Canadian unconventional producers trade at comparable FCF multiples to US peers but have 2-3 times the reserve duration
>investors should focus on companies positioned in the best liquids-rich areas and select midstream names

basically just buy the best non-pure gas names and chill. Arc, Whitecap, CNRL, etc.
Anonymous (ID: kAda0CLr) Canada No.23185291 >>23185317
>>23184935
CNRL’s been such a dud this year. Though the Canadian names have held up good despite the price environment. The weak dollar is coming in clutch I suppose.
Anonymous (ID: mHHSTl3I) United States No.23185293
>>23183968
$500 by Friday is a piece of cake
>>23184078
>related
I have nothing against Dave, I just think "junior minor junky" sounds funny.
Anonymous (ID: DspKzHxa) Finland No.23185317 >>23185328 >>23187251
>>23185291
not the best year to be long oil and gas for sure. Oil prices have been falling, gas is in the gutter where it belongs. The good thing is that the high quality guys keep posting great results and keeping up with the shareholder returns. I wouldn't consider it a bad thing if some of these stock prices deflated. I coom at the thought of buying CNQ or SU shares at a big discount
Anonymous (ID: kAda0CLr) Canada No.23185328 >>23185356
>>23185317
Did well with Strathcona this year. I have no idea what they’re gonna do now after their MEG shenanigans.
Anonymous (ID: DspKzHxa) Finland No.23185356 >>23185411
>>23185328
I think they'll bid higher. No idea who ends up getting MEG in the end but I think both Cenovus and Strathcona want the company badly enough to want to wrestle over it. Both have capacity to increase their bids, both have a lot to gain from having those Christina Lake acres.

Of course I talk my own book as a MEG shareholder though.
Anonymous (ID: kAda0CLr) Canada No.23185411 >>23185447
>>23185356
Just need them to take something out to get the NSYE listing. Maybe they annex greenfire to do that.
Anonymous (ID: DspKzHxa) Finland No.23185447 >>23185484
>>23185411
I don't think a NYSE listing is an immediate necessity for Strathcona. They'll get Greenfire whenever they want, they can starve out retail there and swoop in at their leisure. I think whether Strathcona gets MEG will mark a very important shift in the company. If they do get MEG, they will probably end up consolidating many of the smaller guys in the oil sands and heavy oil areas (Greenfire, Athabasca, maybe Cardinal, Headwater, Paramount's heavy oil acres, IPCO, etc.)

Then again if Cenovus gets MEG maybe Adam Waterous will go on with the strategy anyways and take out the second best, Athabasca.
Anonymous (ID: kAda0CLr) Canada No.23185484 >>23185663
>>23185447
I guess we’ll know his master plan when we know.
Anonymous (ID: DspKzHxa) Finland No.23185663
>>23185484
His master plan is rounding up the smaller oil sands names. That's known. Just don't know what the next step will be if he doesn't get MEG. Presumably he would go after another company instead. Athabasca likely. Just imo
Anonymous (ID: A57fExfV) United States No.23186295 >>23186327 >>23188866 >>23189135
New narrative drops

>Gold will moon, it's Trump's fault
Anonymous (ID: ZdaL9tsS) Canada No.23186327
>>23186295
Based
wagmi
Peter Schiff was right
Anonymous (ID: cYB66Rc6) Canada No.23187251 >>23187461
>>23185317
Sold my ATH bags earlier this year at like $5, it’s up since then but whatever.

Looking for a new hold in OG. I look at it like free gas stipends when looking at the gains made.
Anonymous (ID: DspKzHxa) Finland No.23187461 >>23189608
>>23187251
consider WCP and ARX especially if you like the associated gas bonus
Anonymous (ID: vHXyIHnd) United States No.23187476 >>23188886
Anonymous (ID: tYSx4Liy) Poland No.23188866
>>23186295
Well, they are not wrong. It's indeed Trump's fault. And other's too. But mostly Trump's.
Anonymous (ID: tYSx4Liy) Poland No.23188886
>>23187476
Imagine the farting afterwards
Anonymous (ID: ogcSXZKp) Finland No.23189135
>>23186295
Gold already became the safe haven of choice the moment the USA weaponized the Dollar by freezing Russian USD reserves. After that moment sovereign gold purchases ramped up and not long afterwards gold surpassed Euros in global reserve assets. Trump has his own fingers in the soup too of course though
Anonymous (ID: tYSx4Liy) Poland No.23189604 >>23189609 >>23189619
Gold chart right nao
https://www.youtube.com/watch?v=gSkKTM52Ql4
Anonymous (ID: cYB66Rc6) Canada No.23189608 >>23189705
>>23187461
Liking the ARC resources chart, little ceo reading tells me their wells aren’t quite as productive as once thought. Maybe rising Brent prices or some other catalyst will help out
Anonymous (ID: tYSx4Liy) Poland No.23189609
>>23189604
Gold chart right nao
https://www.youtube.com/watch?v=0HtyF0jux2Q
Anonymous (ID: tYSx4Liy) Poland No.23189619
>>23189604
yes, I posted wrong link
Anonymous (ID: ZdaL9tsS) Canada No.23189636 >>23189642 >>23189679
>gold attempting to break out again
6th time the charm?

I'm scared its going to dump again
Anonymous (ID: tYSx4Liy) Poland No.23189642
>>23189636
Cup and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle and handle pattern
Anonymous (ID: tYSx4Liy) Poland No.23189679 >>23191527
>>23189636
BTW shouldn't you bee asleep at this time of the day yet?
Anonymous (ID: ogcSXZKp) Finland No.23189705
>>23189608
Yeah they're having some problems at Attachie but nothing is wrong with the rock, it should be entirely a D&C issue. Once they figure out the operations the new wells should get closer to the stated type curve I think. I would treat a dip as an opportunity.

Not really supposed to share pic related but I'm sure it's fine this once.
Anonymous (ID: mHHSTl3I) United States No.23190515 >>23190719
things looking promising this morn'
Anonymous (ID: YaqwQ1hP) United States No.23190719 >>23190741 >>23190744
>>23190515
The NY riggers just got to work and are now busy fighting to defend $3400, must have been a big line at the bagel shop
Anonymous (ID: mHHSTl3I) United States No.23190741
>>23190719
silver is still up
Anonymous (ID: 1i/P6q5P) Canada No.23190744
>>23190719
$40 is soo close
Anonymous (ID: mHHSTl3I) United States No.23190823
Getting bumpy
Anonymous (ID: G+0kikH6) United States No.23190933 >>23190978 >>23191074
What's the catalyst for the spike this morning?
Anonymous (ID: DspKzHxa) Finland No.23190978 >>23191081
>>23190933
your mom took a dump
Anonymous (ID: kAda0CLr) Canada No.23191074
>>23190933
I believe at the London metals exchange they sacrifice a pig and determine the course of action depending on the location of scar tissue on the liver. Or at least that is what I’ve been told.
Anonymous (ID: G+0kikH6) United States No.23191081 >>23191475 >>23191525
>>23190978
Are you the fin that spent 3 weeks shitting up /pol/? This is where you were reassigned?
Anonymous (ID: mHHSTl3I) United States No.23191133
miners better go green
Anonymous (ID: p8nEss5g) United States No.23191142 >>23191497
We going to pitch in and buy the bayhorse mine guys? PanMan you willing to be the CEO?
I think we can do this.

https://jaycurrie.substack.com/p/succession-bayhorse-is-looking-for
Anonymous (ID: DspKzHxa) Finland No.23191475 >>23191519
>>23191081
I don't go near that shithole. What did he do?
Anonymous (ID: DspKzHxa) Finland No.23191497
>>23191142
kek

some things never change. Production surely coming just next year, Steinert ore sorter, new strategy for the company, etc.

People like this who pump lifestyle companies like Bayhorse are helping fund the ladyboy lifestyle and are likely paid to promote too. Or maybe they're so stupid that they genuinely think these are real companies. I don't know which is worse, complicit fraud or genuine retardation
Anonymous (ID: G+0kikH6) United States No.23191519
>>23191475
Just shitting up threads, derailing conversations, posting bestiality porn. The usual.
Anonymous (ID: WLIZZ98J) Canada No.23191525 >>23191529
>>23191081
Imagine unironically still using /pol/ in 2025
Anonymous (ID: WLIZZ98J) Canada No.23191527
>>23189679
I get up early for work
Anonymous (ID: G+0kikH6) United States No.23191529 >>23191555
>>23191525
If you sort through the bullshit you can still find awesome threads.
Anonymous (ID: DspKzHxa) Finland No.23191555
>>23191529
not worth the effort. Way too much bullshit. /pol/ was never a good board but it hasn't even been worth visiting for years. It belongs in the same no mans land category as /b/
Anonymous (ID: icpi+I6v) United States No.23191699
Anonymous (ID: icpi+I6v) United States No.23191713 >>23191807
Oh, noes, Rana broes!
It's not even redemption day yet.
Anonymous (ID: VX+RMPId) Denmark No.23191807
>>23191713
Told y'all to sell and buy Talisker instead. Talisker is up more than 50% since then.
Anonymous (ID: suWUUHbJ) United States No.23192244 >>23192463
WAGMI
Anonymous (ID: suWUUHbJ) United States No.23192321 >>23192343
Silver up .52 today, PAAS, FSM, AG, EXK all down, WTF?
Anonymous (ID: suWUUHbJ) United States No.23192343
>>23192321
Anonymous (ID: DspKzHxa) Finland No.23192463
>>23192244
>BREAKING NEWS: CEO says: "Our stock is undervalued!"
Anonymous (ID: ZdaL9tsS) Canada No.23192469 >>23192602
Market is so weird
Gold pumped quite a bit and the miners are down
Anonymous (ID: suWUUHbJ) United States No.23192602
>>23192469
shitty day for my shitcos, premarket was thinking we might see some FOMO
Anonymous (ID: suWUUHbJ) United States No.23192639
could it be the banksters have a massive Friday holiday weekend slam planned for us tomorrow and (((insiders))) got the memo to take some profits today? I hope not