Thread 23311507

Gold and Silver ripping up, is copper gonna join them or remain cheapest in history in gold terms?
Let's debate commodities, mining and potential superiority of investing in them over bubbled tech stocks trading at unrealistic evaluations.

Thoughts on freeman gold?

gold and silver are so hot rn

lol this should be illegal

>>23311570
SEXOOOOO! Are these some playboy models?

>>23311756
Just E whore sisters. Save your merc dimes.

>>23311772
they look very young, jeffery

Snowline +400k net more shares held by reporting institutions since August

Surge Copper ftw

https://metalsandminers.substack.com/p/the-inner-circle-why-new-gold-ngd

Lmme guess, all these dudes who go back to miners are reentring what was popular before?

Have only my profits riding in Nicola Mining, im unironically scared of the run up
if it goes to 0 i still made profit its up 802% in this second

>>23312051
then swing to something of more calming your nerves category?

>>23312051
I like Nicola but sadly only made it a small $900 position back in '20, still holding too

>>23312058
nothing to worry about tbqh but high surges like these are scary for my monkey brain
t>>23312076
Damn nice, mine was originally 475€ at 6600 shares

>>23312090
Nice!

KEK, sellers on $AG must feel desperate

>>23312111
Ehat do you mean

Its over everything red

>>23312113
what could I?

>>23311607
this guy just gets more retarded by the day. The worst part is, he will think he is smart when he makes money from the shitcos he shills during this bull market, and his retarded followers will too

Did the dollar break out of the uptrend today? Will the FX actions boost our commodities?

>>23312111
They can’t hold it back much longer! Let it fly!

Miners are a bit oversold today

>>23312484
they're overbought if you zoom out.

>>23312413
I hope not since I just started buying oil companies again. USD up = oil up, idk why but that's how it goes

>>23312519
We will enjoy the rally before we inevitably get rugged again.

>>23312623
Bayhorse?

Interdesting
https://youtu.be/Fjv0IfxSyqI?si=MnVFA_mrrPjoU2DN

Any mining stocks we have big expectations for? Underpriced perhaps. I have Bloomberg access, and for some reason (retarded) I trust /bant/ more than the professional Jew huggers that do analysis for Bloomberg. There's a whole strategy I saw based on the fact that new market analysis guys will come in guns blazing and make a bunch of shit predictions in the hopes that they will eventually strike gold with a good prediction KEK

>>23313442
I hear picrel might be acquiring a hot new project in Nevada.

>>23313157
that final paragraph always cracks me up

>>23313442
>underpriced
there are many in the pre-revenue stages, trading with large discounts to net present value of their projects. Of course a discount is deserved since there is no guarantee these projects turn into mines. I own dozens of plays like these because I think the ones I own will be mines. Not really something that traditional analysis will help with though

As for the actually cash flowing ones, I really like Northern Star, Allied Gold, Aris Mining, Endeavour Mining and Eldorado Gold to name a few.

It's a tall ask but, if you have any info from Bloomberg regarding Zijin Mining, Ivanhoe Mining or Rio Tinto could you share? I own all three but I'm much less well initiated in the copper producers.

Another $30m raised by SPUT today, and 250k lbs bought. The uranium flywheel is starting to spin.

What the FUCK is going to happen tomorrow?

>>23315930
Panicans getting shaky but I feel we pump tomorrow

>Hercules Metals Intersects 81 m of 1.5% Copper Within 346 m of 0.66% Copper in First 2025 Drill Hole Completed at the Leviathan Porphyry System in Idaho
don't sleep on this broes

>>23316719
everything rising later today

>>23317517
How does this relate to Bayhorse?

>>23317619
Two more weeks od crabbing

Did he take the summer off?

25bps

Futes?

>>23318740
over

>>23318934
If it goes under $40 I'm just gonna buy more physical and play the waiting game. I missed April because I sold a few weeks later. Would be nice to have another crash like that to buy up ETFs that are up 60% since April

>>23317619
That ore sorter must be loney, abandoned, never used. Sad really, What ever happened to the brain damaged guy, the retard who "de-risked" Bayhorse to make it a good investment, did he rope?

>>23319118
Churning away at the bull river stockpile, slowly and with a whimper.

>>23317517
Not bad not bad at all...

>>23316719
>>23315930

Inflection Resources with a random gap up EOD

>>23319500
nice, have had a small position since '21, close to even now, probably should have added more when it got really cheap

I need a big bounce Thursday

SNOWLINE CHADS WAGMI
>the richest pit on earth, we have the data to back that up

Looks like TOU finally caught a bid after being a dog for three years. LNG hype and all that asset accumulation going to pay off? Condensate ramp up?

>>23319684
Yea I only ever had it on my watch list since some anon on here years ago recommended it as a safe Aussie play. Kinda funny cause I forgot all about it until last week. Put more into Surge instead, I still think it’s a good bet but damn Inflection making moves

>>23320565
just consolidation. Oil names have been pumpening as of late, no surprise TOU is going up too.
>LNG hype and all that asset accumulation going to pay off?
yes
>Condensate ramp up?
don't know actually, but yeah they do have a lot of condensate locations to drill. I like that they have a plan of aggressive growth through to 2030.

Big GDX rebalancing on Friday, wonder if it’s already underway?

>>23321641
This is really cool, Shortbro, I kind of wish I still lived in NV so I could do this, good luck. How did shorting Rana go, around +$10k?

>>23322078
1 shitco gets an increase
5 shitcos in my portfolio get deleted or decreased in that etf
Its over

>>23322165
>How did shorting Rana go, around +$10k?
+CAD$12K
I told some other Australians that I have 5 more parcels to stake and they want to buy them without any info. This shit is crazy.

>>23322256
Awesome, Aussies are gold mad to begin with and in this $3600+ environment + world class jurisdiction you might be the first here to WAGMI

We're shitting the bed again

>>23322352
I'm up £2k today.

>>23322256
these guys' business model isn't mining or exploration to begin with, so not surprising.

>>23322918
The response from the antipodeans has been amazing. I was on a conference call with two jokers this morning (one is a CEO/chairman of a shitco), and nearly burst out laughing when he said, "when we get into production." They have their stories all lined up and ready to go. There was zero discussion of geology, the property, or anything technical. It's all about the story. That's how we roll in Shitcoland.
I have some decisions to make over the weekend. I might be back staking more, I might make a deal with a Shitco, or I might keep approaching companies (I haven't started on Canadian companies yet). I've approached 427 ASX and LSE companies under US$20M MC. I have over 1,000 contacts to pursue in Canadian/OTC markets.
This has all been much more entertaining than anticipated, and it fulfills my need for meaningful autistic activity instead of becoming self destructive.

>>23322965
Kek, I would stake the fuck out of it. Is there a way to play these shitcos against each other like accepting bids?

>>23323264
We could start accounts and shill it like we're doing the same thing and all the property is gonna get claimed before they get a chance

Manufacturing fomo.... Mark Twain would be so proud of us.

>>23321176
Mr. Rose certainly seems to believe in it. Eventually do you think the management will sell out again like their did with Duvernay?

>>23323264
>stake the fuck out of it
Yes, I'm likely going to go full retard.
>Is there a way to play these shitcos against each other like accepting bids?
I have a call this evening with the $10k 60-day option dude. I'm going to tell him that the other broes want to buy shit that I haven't even staked yet, and that I'd be more inclined to keep the portfolio together unless I can get full cash asking price for this particular project.

>>23323328
Kek, don't sell until you get Graeme's offer

Whats even the point in investing into miners when everything else goes up aswell lmao

>>23323729
you haven't massively outperformed the market this year?

>>23323737
Not really but its my fault for being a baggie for 4 years

>>23322965
godspeed shortbro. Autism = money, one of the most important lessons I have learned since starting my investing career

>>23323320
>Eventually do you think the management will sell out
I think they will keep consolidating the Montney and Deep Basin. Cenovus should sell their nattygas acres to Tourmaline tbqh
>like their did with Duvernay?
remind me about this? When did they sell Duvernay acres and to whom?

>>23324216
The same management team behind Tourmaline ran a company called Duvernay Oil Corp. which sold to Shell in 2008.

>>23324255
aaah different company, I see. Those Shell acres today belong to CNRL. Tourmaline is likely going to keep buying acres in any case, maybe a US company eventually makes a move. I know for a fact that there are many US shale companies kicking tires in Canada but nobody wants to make the first move. When one of them does, and it is a "when", you can expect others to start bidding on Canadian companies too. Tourmaline, Arc, Whitecap are the most obvious targets. Not sure how eager the US companies would be to go into the oil sands, but those are already mostly consolidated

>>23322965
Lmfao, what you're doing is beyond amazing, just fucking incredible. Keep us posted.

Ooh
https://youtu.be/GSkM-xvI7hA?si=PCfoCwCsdyU6PIzZ

bump

>>23322965
That's all cool and all but why short in a bull market?
I could see doing this 2-3 years ago and making a lot of money.

>>23325870
you could have asked the reverse to most of us during the last few years of bear market. Most of us were long all the way down. Some here have only recently clawed back into the green.

>>23325870
I'm neutral, broe. I have no dog in the fight, except for some shell companies in my cash account.
I'm learning new ways to sell people dreams.
>>23323927
>>23324437
Thanks, broes. I'm going to fly out next Friday or Saturday, rent a 4WD, stop at Home Depot for supplies, then stake about 100 claims. I'm thinking it will be at least five to six days work in the field.

>>23326169
>stake about 100 claims
Holy based autism! You will be printing money faster than Jerome with those Australian retards. If only I still lived in NV to join in the fun

IT'S HAPPENING

https://x.com/bluelagoon_res/status/1968760886723756338

UEC short report suggest 85% downside. Twitter bulls big mad. I haven't read it but the basic summary seems sound and why I've been staying away. Zero production numbers reported after 13 months of operations at Christensen Ranch, and now they claim to be getting into the enrichment business. Been selling down their physical stockpile to pay management salaries.

Don D's 40% pump about to dump

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2628-tsx-venture/aumb/187603-1911-gold-announces-c-13-million-best-efforts-life-offering-and-private-placement.html

!!! MATERIAL NEWS ALERT !!!

!!! EXTREMELY IMPORTANT INFORMATION !!!

>>23327164
>One one-millionth of a percent change
>$24.23
>Nein, we are REQUIRED to report, Herr Graeme.
Kek. Kraut autism.

We're healing

Damn nice bounce back for gold/silver and copper

>>23327466
Fuck ya.

Look at that 1911

Huge rally. Dead general.

>>23327580
Don is a pumping legend

>>23327628
the best gains are the silent gains

im enjoying this but this comes with a bad taste for me lol

>>23326169
>then stake about 100 claims.
A lot of stories to sell, but if you get your stories straight you might actually walk out of this with a shit ton of money.

>>23327269
Cute

Poo lagoon booted off the CSE 25

43!

>>23328027
Why?
>>23328123
W00t

Copper nice higher highs, higher lows since the Trump smash.

Think if it gets past 4.85 then it’s going to challenge for $6

1911 gold all over the place = )

>>23328126
She's so average... Bet she makes more than me from OF though. Such is the world we live in.

>>23328205
you do OF?
>>23328126
>Why?
i feel like a heavy correction is waiting
but its me being anxious about making money

>>23328219
>you do OF?
I don't, but maybe i should make content targeting men.

47% CAGR SO FAR THIS YEAR.


THANKS SILVER MINER ANON

>>23328459
Based. Silver still hasn't even broken out of its cup and handle.

>>23328480
now adjust for M3 dude

I agree with Exxon.

>>23328549
M2*

should also adjust for above-ground supply to get a realistic idea of the effect the added supply over time has on the price. It's not surprising that silver got pummeled into sub-$10/oz. It will go back down again after this bull market is over as it always does.

>>23328566
Sand broes.....I'm thinking about buying back in.
Watching smart sand run from 1.90-2.10-1.90-2.10 over and over reminds me of day trading select sands, that nanocap company in Arkansas as they went from 1¢-2¢-1¢-2¢-1¢.
Haven't even looked at the sand market in like six months. I wonder what they're up to.

GDXJ UP 5% IN ONE DAY

Trimmed into the rip, cashed up ahead of the weekend. 40% return so far this tax year. Feeling pretty good.

>>23328795
>GLO
Literally glownígger

>>23328795
EU had a huge day today, but still is quite off the pre-slaughter highs. I’m like 8% in the red on a long after today lol

>>23328896
Explain this to me like I'm eleven.

>>23329065
imagine if copper is a fortnite emote dance.

yeah.

>>23328778
Yessir

>>23328592
well, I'm not that in tune with the oilfield services but I did read on Substack that oil companies' workforces are starting to see layoffs and productivity per employee is beginning to plateau and decline. Doesn't sound super good for OFS or the E&Ps themselves tbqh. In the end the price of oil has the final word, if oil bottoms and rebounds next year it'll be a good time to be on the bid for sure. Though that's obvious. Now where did I leave my crystal ball?
>>23328795
nice going bongbro! I wish you had some gold positions, you'd do even better. But +40% on the year is great money too. I see you're out of Sovereign right now, planning on reentering or are you waiting for confirmation from the titanium market first?

>>23329065
basically copper supply is tight but demand is also beginning to show signs of a top. It's a mixed situation for copper, nobody knows jack as usual. These reports usually focus on short term price action and may be more useful to the futures degens swinging contracts day by day

>>23329510
Profrac is looking interesting but who the fuck knows what the Wilks family is doing. Stock's been volatile as fuck. Trican is my favourite. Now that the share price is over $5 they've stopped the buybacks and can start making some moves.

Finbro is completely crushing these pussies

https://x.com/VictorH12581/status/1968641077788697051

>>23329510
I can only buy the LSE listing for Sovereign and my brokerage is dogshit at actually picking up shares. Been trying to add over the last couple of weeks but maybe being too picky on price. With Kenmare so cheap I've been adding titanium there post-dividend. May be the sector I rotate into fully when everything else blows the roof off.

I have Greatland for some gold exposure and my Perpetua position is in a different account (with the majority of my physical metals holdings) where I won't be so tempted to trade it.

>>23328795
I say I'll take profit every single time uranium stocks rip but then I never do and when it inevitably crashes either I don't buy or not buy enough

>>23329762
There will be no uranium because SPUT will hoard all of it.

>>23329762
Global Atomic the only thing I didn't trim this week. Financing announcement could be any day now, can't risk it. I expect at least one -5% day next week although with SPUT raising and buying so many lbs maybe not.

Uranium twitter does seem at max euphoria, usually a clear exit sign but *the fundamentals*.

which one of you geniuses was this....

"Vancouver, British Columbia--(Newsfile Corp. - September 18, 2025) - Bayhorse Silver Inc, (TSXV: BHS) (OTCQB: BHSIF) (FSE: 7KXN) (the "Company" or "Bayhorse") announces that it has closed the final tranche of its non-brokered private placement that was announced on September 10, 2025, consisting of 25,000,000 Units for gross proceeds of $1,000,000."

Oh shit horsey bros there is MORE. Ocean is back on the table to take all that concentrate from the richest silver mine in the world

"Vancouver, British Columbia--(Newsfile Corp. - September 2, 2025) - Bayhorse Silver Inc, (TSXV: BHS) (OTCQB: BHSIF) (FSE: 7KXN) ("Bayhorse" or the "Company") is pleased to report that it has renewed its silver/copper concentrate Offtake Agreement with Ocean Partners UK Ltd and increased the proposed concentrate shipping volume under the Agreement to a minimum 400 tons of silver/copper concentrate."

I’ll have whatever Morgan Stanley is having

>>23330049
Not enough gold exposure

>>23330060
Compared to the usual 0.5-2% exposure, I’ll take this sudden uptake with a great bit of intrigue as to what it means for other fund managers and institutions

This is the era of gold

>>23329882
The people at Ocean must be a generous bunch to even consider renewing that offtake agreement. I guess they don't lose anything by doing that but surely they must know they're never going to get a gram of concentrate?

What fundamentals have changed conpared to last week?
Nothing

>>23330770
wrong, Fed cut interest rates this week

>>23330823
True that accelaretes it but we are still on the same trajectory

GreenX Metals detailed analysis of what is known about all their assets: https://www.dropbox.com/scl/fi/njf4iubwp2laiwmzpbjdh/GreenX-Metals-ENG.pdf?rlkey=comirtrfbqgt69ve05pq6p54q

$50 silver by November will be a piece of cake.

Back from another run. This one was about a half marathon give or take a few hundred meters. Checked out the marathon route which I will be running on the 4th of October. It's still the same route as it was back when I ran my first half marathon ever a few years back. While I'm not content with my current fitness with the marathon in mind, I'm happy to see that at least I'm in much better shape now than I was back then. I ran about the same 2h time but I wasn't anywhere near as exhausted today. I remember my legs being sore for a whole week when I first ran a half marathon, today felt like an above average intensity workout. I reckon I could have run another lap for 30km within 3.5h today, dunno. Grimacing the thought of having to do the whole marathon in a few weeks but a man's gotta do what a man's gotta do

have a great weekend frens. Pic related is how I will feel after completing the marathon probably

>>23330973
Very interesting reading

>>23330982
>single earing
He's a crustbuster, right?

>>23331012
He's a pirate

>>23330996
Jog on, Paavo. Once you hit the 20 mile mark, it's all a head game from there. Just keep going.

>>23331036
uhhh what kind of pirate?

>>23331318
second best year ever for gold since 1979, wow

>>23331012
wrong ear

>>23331099
scary gary

>>23331363
explain me once again how do you believe that silver is going to be at 10USD/Oz while gold at several thousands?

Still not many tourists in this general. That means we're early.

>>23330996
Based Finnmachine. Training for Japan beach runs?

>>23331406
sure, after the bull market ends silver will gigadump because nobody will want it. Look at what happened to silver after the bull market in the turn of the 70-80s or after the GFC bull.

>>23331945
just looking to improve myself. Setting new records, attaining new goals, reaching new heights and gaining new bragging rights

>>23332182
I did. Still it was not that big drop you are predicting now.

>>23332471
In other words - it would be enormously low valuation for silver to go back to 10. Much lower than at any other point silver was 10 per Oz

>>23332476
it might go back to $20 or something yeah. Inflation and market supply/demand dependant. It won't go down in a weekend. There will eventually be a top, and then the most delusional permabulls will ride the bear all the way down into whatever the lows end up being. Such is the way of the commodity permabull

>>23332400
Based and checked, large gravity-defying milkers are my primary motivation for working out

>>23330973
thank you for sharing this, I went onto their Site and foudn that they will tear up the arctic soon(tm)

>>23330996
based I
run a half marathon on the 5th of cotober, this will be my second

"Bond King" Gundlach on the perfect portfolio, "a 25% portfolio weighting in gold is not excessive" (timestamp 20:46)

https://youtu.be/2npB_iPGbz4?t=1246

Is it too late to buy Aftermath silver?
Jamie, pull up the chart

>>23333696
Don owns it, it's one of his 170 positions

>>23333718
>Don owns it
red flag at worst, doesn't usually mean anything though because
>it's one of his 170 positions

>>23333718
>no snowline
*thinking emoji*