Oil and gas edition
>quarterly.Iz we there yet? I guess we have to crack the big $50 to really go.
Did you buy her stock
>tfw we're earlier than Congressthis bullrun is going to be legendary
>>23347194Tfw shes likely to hold my bags when im up 80% on Hecla in this second
>>23347224Why sell so early
>>23347261Im not going to sell tomorrow or in two weeks
silver price action is wicked gay tonight
>>23347309Its nothing to worry about
>>23347067wtf is that chart
>>23347417Looks like the silver chart
>>23347418In what currency?
>>23347428ah it's 12 months closing chart, not top price, ok
>>23347431or whatever monthly chart
I get cofused because I rarely use closing price charts, they are too retarded
>>23347417Chart of quarterly closes on silver
>>23347095Yes, I front ran her by years. Based Bateman too
>>23347095
>>23347491>outperforming PEjust Congress things~
Ive been checking prices and charts nonstop for at least 7 days. rdy to snooze for a few hrs.
>>23347309>>23347413Silver green
>>23347550please do that anon. Neurotically checking charts all the time isn't healthy or productive.
Powell Gunna be a tailwind today, higher spot methinks
>>23347599I don't expect him to really say anything that moves the markets much.
>>23347633>Good afternoon
Avino already did a tenbanger from 2023 lows
>>23347645>
IT'S HAPPENINGhttps://www.juniorminingnetwork.com/junior-miner-news/press-releases/1934-tsx-venture/bhs/187770-bayhorse-silver-installs-its-steinert-ore-sorter-at-its-bayhorse-flotation-mill-payette-idaho-usa.html
>>23348093Hopefully this one doesn’t end up on craigslist too
Almost embarrassed to own this shitco but Guanajuato bros are mooning again, my small slurp from less than a month ago is up over 100%
Yea GSVR sp just keeps delivering.I bought a bunch at .24 and it’s been swell. I’ll buy more when it pulls back
I am getting tired of green days
Tomorrow is the day for Snowline assays and we put C$11 & US$8 in the rearview mirror. Source: spidey sense
>>23348261Word is they found a tunnel to hyperborea
Encore Breaking through $3 resistance, bought some on the hopes it would
Avino almost hit 4.89 today, WOW
>>23348282Not far from fully priced now.
>>23348282It's a good thing I doubled down after Drumpf sperged out
wtf is energy fuels smoking? I bought a huge bag at $4 and $11, keeps pumping every fucking day almost non-stop
>>23348237Don't say that. I'm not tired, especially after being years of red and barely being able to continue working because of the lack of gains we were making. Now we are finally getting just a little back from all of our work.
Oil stonks go upI think the bottom is in
>>23348323memestock that owns so little uranium or rare earths that conventional valuations don't apply. people hear "only operating mill in the US" and go crazy.
Trican looks poised for the big move. Back to double digits we go! Woot. Woot.
>>23348487Everyone wants liquidity from Uncle Sam’s strategic mineral fund.
>>23347769it happened
>>23348282>>23348282basedalready up +50 % with encore energy
>>23349410classic algos kek. The options desks must be drinking champagne every day Powell speaks. Imagine being a 0DTE degen, not even once
>>23348237here's a red one for ya
thread theme for miners like First Majestic getting back to positive gainshttps://youtu.be/Oq9WidbiiY0?si=fLCIg5c3ztQ6Y9Jy
>>23349420https://www.youtube.com/watch?v=LW9hwoaJXgw
I own the following stocks.Snowline goldFreeman goldBocana resourcesam I gonna make it?
>>23349849Snowline and literal whos. At least 1/3 of your folio will do well
LAC got Uncle Sam’s liquidity dump. Now who’s next?
>>23349849#1 has richest pit on Earth, I know nothing about 2 & 3
>>23349849Snowline is a good bet, even with the big run up. They are what NFG wishes it was
I was down .8% today. Are we gonna recover this week?
>>23350810There is something that is relatively known on Wall Street. For whatever reason, Tuesdays are an indicator of the opposite of what will happen for the week as a whole. Obviously, this is not always true but if today is a down day, the rest of the week should be up and vice versa.
https://youtu.be/sOh5ULJQDa4?si=YlKvP1bDgAGsAifW>>23350821Thanks, I didn't know that friend
Let's do this
>>23348237Would you like a quick trip down memory lane to 2021 and them brutal 4 years of crabing?
>>23351179Is lithium back on the menu boys?Courtesy of some unlucky sod in biz /smg/>>60982822
>>23351241the US government demanding an equity stake in return for a loan is bullish why?lithium supply is still rising faster than demand.
>>23351241Energy Fuels is also up like 4% (already up 21% the past 5 sessions) on likely thr coattails of that move. Some state officials were also visiting Mesa so there’s a lot of hype.
>>23351396Up 4% after hours that is. Shits making my account 2-6k per day for the past few weeks
>>23351402what's your exit plan?
>>23351441I was Gunna ditch at $20 (USD on the UUUU ticker) but damn it’s way ahead of schedule. I’ve been bagging it for 2 years since like $4, so it’s almost euphoric to be up this much since then. Gotta just remain composed. I’ve been adding small lots on the way up, but haven’t since $11 USD. I’m also not trying to be flagged as a trader on my tax free account, so it makes managing the position a bit more finicky. I might sell like 75% and let the rest ride to Valhalla.
>>23351472One of the many concents with Energy Fuels should be how much money they need to raise to build their rare earths projects. The market doesn't seem to be aware that right now they're just a mill in the middle of the desert without any feedstock within a few hundred km. Printing $1bn of new shares to build a titanium sands project in Mozambique will not be looked upon kindly. But they have to do it eventually.
>>23347067until inflation adjusted.
>>23351517Here’s a superb rundown on the potential costs (yes I know it’s Reddit WSB but this is some top tier DD)https://www.reddit.com/r/wallstreetbets/s/pBrWwri2cQ
He's so bullish it hurtshttps://youtu.be/vzljFcSZRWU?si=C27UQEgboIzZGbGu
>>23351241>Is lithium back on the menu boys?I have been thinking about that myself recently. The fundamentals still point to oversupply but that doesn't mean it's not a good time to be a buyer. Bottom in? I don't know. Still feeling uncertain about lithium but I'm getting more interested. Nickel names seem to be hammering in a bottom at the moment and I have been a buyer.
>>23351607>(yes I know it’s Reddit WSB but this is some top tier DD)
>>23351310When do they go after potash? And who will they patronage to undercut Nutrien?
>>23348093"...installed at the Company's 60 ton/day flotation mill in Payette, Idaho."So gram has no mining permit, is going to haul something fifty miles on a winding road all the way down to Payette and dump the bags in the front yard with the rest of the bags that were dumped there years ago, and maybe at some point sort the ore before processing, then haul the rejected to where?
>>23351607you can read all that or just invest your life savings into Bayhorse
>>23351736Yes it sounds oxymoronic, but sometimes the broken clocks are right :)
>>23351740>And who will they patronage to undercut Nutrien?Mosaic if I had to guess>>23351745shut up stop noticing Bayhorse will be the next Pan American Silver in two weeks
we're back.turnaround wednesday.
Kekhttps://youtu.be/jdYYkCexT-o?si=ObjUQ7XQtlkBJt12
YCA doing their own raise to buy uranium from Kazatomprom via their contractual entitlement. 1.3m lbs to be delivered next year by a company that has already announced production cuts. Market tightens, greedy wall street guys tightening the screw (I still think there will be a very sharp pullback when this buying stops in a week/month).
Is this a stegosaurus pattern?
>>23348261IT'S HAPPENING https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2961-tsx-venture/sgd/187826-snowline-gold-extends-strike-length-by-550-m-and-intersects-6-8-grams-per-tonne-gold-over-9-0-m-at-its-jupiter-target-einarson-project-yukon.html
Holy pending VG, that new zone east of Valley is going to add a lot of ounces, Snowline Bros probably have at least 12Moz+ and growing
>>23353090very striped
Nice red candle
UEC produced just 26k lbs of uranium at Christensen Ranch in 12 months. Fucking scam company lmao.
>>23353088>>23353090nice new discoveries, 500m stepout is material stuff>>23353130what's with uranium that makes it so difficult to produce?
>>23353143something something acid shortage something something grades something something
>>23353143>what's with uranium that makes it so difficult to produce?The quality of asset being put into production is generally quite low because they're all restarts of projects that couldn't make it through the last cycle when the price fell off. A few have turned out pretty decent (Alta Mesa, Pinyon Plain) but most are difficult and were known to be difficult, or they would have been kept in operation and depleted years ago. Cameco and Kazatomprom's tier 1 assets are starting to wind down or have had expansion plans into lesser-quality or more challenging areas throw up hurdles. BHP have no plans to add a uranium circuit to their copper expansion plans at Olympic Dam, interestingly.Global Atomic's Dasa is the first true greenfield on the horizon. Phoenix, Arrow, Tumas etc. should (in theory) be smoother than Honeymoon, Langer Heinrich, UEC's collection of garbage...
Energy Fuels going ham again.. when does it end?
>>23353478feels a little euphoric fundamentals out the window. half the sector looking very expensive.
>>23351725what nickel have you been buying?
>>23353449This is literally >>23353167 but longer and using harder to understand words. lol
>>23353574let me know which words are giving you trouble, pavel
What do you all think of Impact Silver?Getting a GLO bag right now
>>23353582>pavelI'm not Czech.
>>23353088Is this any good?
>>23353590it's a really good news release, but maybe we don't start the next big leg up until those new zone assays come out
>>23353590The headline intercept itself is alright, the important part is that they significantly increased the known strike extent of the deposit which bodes well for continued exploration success and an eventual mineral resource statement. With exploration and discovery you always want to see strike lengths and down dip extentions increase as you step out of the known bounds of mineralization.
>>23353584Impact is a classic silver shitco. Not really a serious investment but if you want a vehicle to ride the braindead silver bullrun it's probably as good as any other shitco. You have to pay a premium for the good silver stocks.
>>23353568I've been buying Centaurus Metals, Lifezone Metals and Nexmetals. I'm interested in Talon but I think they're running way too high. I would also like to reenter into Chalice Mining but that too has decoupled from reason and is running way too hot considering the fact that their project is pretty much valueless at current metal prices.
>>23350821Reeeeeeee!I was promised a turnaround today!
>>23354035LOL. I was about to follow up on this. No sooner than I post that statistical anomaly, it immediately fails. :)But as I said, it doesn't always work and it absolutely doesn't work in a raging super bull market or a bona fide crash.
Any thoughts on Silver One Resources?
>>23353686sitting very happy with my large Ivanhoe position right about now. I was adding like crazy during these lows when the market started selling off the underground flood event news. I may be looking to buy some Freeport shares later after the market prices in the Grasberg shutdown and the panic settles down. First a generational sale in Ivanhoe, next up a generational sale in Freeport? Also Rio Tinto remains a very attractive hold imho, not a big position but happy to own the GOAT of mining and enjoy the divvies and share price appreciation.Is Glencore a buy now I wonder. They have taken it up the arse for a long time but they should be fundamentally better than ever right now as long as coal doesn't shit the bed any harder. I really liked their Elk Valley Resources takeover from Teck. I might open a position.
>>23354065shitco
>>23353778Ah thanks once again Valtteri. I held Impact back in 2021-24 as a moonshot but got bored and moved on. The silver charts and price action nowadays are obviously going to be quite a tailwind for shitcos. Got a limit at 0.28c
>>23354060At least Don's 1911 Gold is up 22% today
>>23354065I think they have a PEA coming out by December. Not sure what to expect, but with Sprott and the great Don Durrett invested maybe the PEA will be good
>>23354079>>23354123okay thank you
>>23353782lifezone's project looks attractive but it's already moved up a lot in the last month
>>23354071wait what happened with freeport his time?
kek
Potash! Beautiful potash! NTR is up 5%. The gravel roads of Saskatchewan are to be paved with gold!
>>23354221Landslide. Grasberg out of order for the next 6-9 months.>>23354213I'm up like 25% now. Nobody but me on the bid back at those lows kek. Might come down when they announce a financing and related equity raise.
>>23354224You have to imagine there’s gonna be some woman doing Tylenol while pregnant in hope it produces some hyper-fixated giga autist completely unaware of the risk of the boy coming out and spending his life gooning in a cat costume in between playing Paradox map games.
>>23354247I saw the copper spike earlier but did no follow up, just assumed it was daily noise. how far does freeport have to drop to be attractive?
>>23354240I want to buy here but I dont know what to sell, maybe I trim a bit of my UUUU
>>23354221>>23353686bad news for Freeport but good news for other copper mining stocks
>>23354071its crazy how people give away these shares
>>23354273I think at or below $30/share FCX should be a nobrainer, if it goes that low. At the current price I'm also not super unhappy with the price but I think I could get a cheaper price as the market panics and prices in the Grasberg issues over the next few months. I'm not in a hurry to bid, there's a long time to enter since this issue won't resolve until Q2/Q3 next year.>>23354282People will give away FCX shares too in all likelihood. Investors are a fickle bunch.
>>23354274I ended my LAC.V position to buy more potash names. Why didn’t anyone tell me the US government was going to take a stake in it? Outrageous!
>>23354318kek
Oil stocks keep showing signs of strength. Looks like it's a good time to be a contrarian bull in energy right now. Happy to see it. I really had to convince myself to buy oil stocks but seems like I made the right choice.
>>23354361I’m just here hoping Trican closes the gap up to double digits.
>>23354361I have no money leftbut I have 15% of my shitfolio in oil
>>23354377what oilcos you got Hans?>>23354372I still just don't "get" OFS companies so I don't own any. I hope you know what you're doing anon
does anyone have the oil workers meme pic where they hold the green candle? I cant find it
>>23354428ignore encore energy the ai slop bot wasnt accurate
>>23346917Doesn't the price of all commodities go to zero as time goes on?
>>23354440because?
>>23354435who knows what they're really pumping out of the ground there in texas
>>23354445There are infinite resources in the universe
>>23354435>Suncorgigabased, one of the best if not the best integrated company. These guys have been absolutely firing on all cylinders the past few years. I hope they acquire Cenovus' Sundown asset next door.>Gran Tierranot a fan (South American conventionals are yucky assets) but their JV with Logan is great and they were smart to not sell to them. As a former and potentially soon returning Logan shareholder I was sad that GTE only agreed to a JV, LGN has been killing it there>Schlumberger, TransOceanI know jack about OFS but these look like a bottom too. Offshore is the place to be so you probably picked the best OFS names out there>Amplify, Crescent, SMlikely shitcos but honestly idk>>23354433here you go lad>>23354456you would need to pay infinite money to get those resources to market though
>>23354459>here you go ladI love you, I created it way back and I couldnt find it anymore on my pc, I have 10 tabs open on google search to find the original i was about to redraw it>>23354459>>Amplify, Crescent, SMthey are gambles but with high oil prices they will be bangers>>Gran Tierrayea stock performance is disappointing but what can you do, its all according to the wti price>>Schlumberger, TransOceanjust wanted to diversify into oil serviceI have to admit I have no idea about oil and just hold these
>>23354459The value of anything is proportional to the human labor needed to extract/create it. The value of human labor is trending down and so is the amount of human labor needed to extract/create things.
>>23354490if human labor becomes "worthless" why is gold, at all time highs?why is coffe at all time highs?why is cocoa at highs?
>>23354496Because money is becoming worthless. Oh...
>>23354482The easy returns on high torque shitcos came about in the post-Covid negative price crash. I think quality is better now.
>>23354482I honestly do not know those three US stocks so no comment, but since they are not FANG/OXY/EOG/COP/DVN/XOM/CVX they are most likely shitcos and you should be cautious with them. I don't dislike GTE because of its share price action, I dislike GTE because I dislike South American conventionals from an asset perspective. Those assets consistently and deservedly trade at a low premium, offer little in the way of growth or scale, and come with built in political risks. I do have a few South American oil investments but they are offshore Brazil and Argentinian shale, world class assets with meaningful scale and growth that are worth owning. Good luck with it though, in the end if the oil price goes on a run we'll all do well anyways. I just don't invest to get leverage to oil. I invest in good oil assets that should do well even in a softer market.
>>23354599here is your answer to your original question
>>23354602>>23354604I see, always good to hear from you guys, thankswhat are your "good oil assets" stocks
>>23354490The price of commodities is set at the margin between the marginal production cost of supply and demand. Costs do tend to trend in a more efficient direction which means we get more product for the same investment, but demand is also rising all the time across the board. Both supply and demand float and swing around all the time and so will the price of commodities. It's not all as simple as you think.
>AbraSilver Appoints Marie Inkster as Director and Chair of the Board>woman on board >share sellsim joking, her cv sounds good
>>23354655Generally the places I want to be are the oil sands, offshore and liquids-rich shale/unconventional. All of those offer scale, duration and growth. Nothing really wrong with a good conventional asset either since those tend to have superior single well economics, but conventional discoveries nowadays just don't replace depleted reserves anymore, they haven't in decades. Also the scale in the above mentioned areas is in another sphere compared to conventionals: here's a good example from the paid service I subscribe to. I want to have high quality assets with decades of drilling inventory, meaningful growth and discovery potential and economies of scale.>what are your "good oil assets" stocksI have many, but for example YPF, XOM, FANG, WCP, CNQ, PBR, MEG, ARX, POU
>>23354701I tip my hat, thank youthat makes alot of sense
>>23354224next week in schizo - breathing causes autism (all autists breath, coincidence?), wearing clothing causes cancer (highly suspicious percent of people who get cancer were wearing clothing most of their lives)
>>23354734with the amount of plastic around us, even in clothes... honestly yeah they probably do cause cancer a wee little bit lol
>>23354743there's a surprising amount of plastic under my foreskin
>>23354224Im rotating more PSLV into miners today...It has to keep going up, right?
>>23354800Stolen sim cards?
The shit people find>silver in 'world currency units'
piece of cake, triple digit silver incoming anon
>>23354824No I bought them
>>23354688I’m buying 1000 more shares on this news, but also because it’s getting closer to $5.50 again. So a double win
>>23353090>>23353088that's cool and all but the stock isn't going upI thought it would be at least 12 bucks cad by now
This stupid shitco goes back up
I have a feeling tomorrow will be very green for miners
Thoughts on GTE?I remember it was discussed on cmmg a while back.Kind of thankful I chose Athabasca over it. Looks like a good entry point.
>>23355206ATH is really riding the MEG bid. No way they're not getting taken out. Perhaps they are SCR's plan B is CVE gets MEG?
>>23354604>>23355206Finn anon gave his opinions>>23354459I hold it as a gamble
>>23355206Nevermind theres already postd about it itt
the legend returns with great newshttps://www.youtube.com/watch?v=uVUxqkZGI3Y
>>23355206Quick DD, seems abit crap without dwelling deeper, can't be bothered. Could be plenty of info i'm missing. My oil n natty atm. PBR DVN SD EGY CTRA ATE.
are there any mining experts here who can give me a really simple explanation of this info? I understood the business was de-risked and a safe investment and would be flooding the silver market with massive loads. Are we there yet?
>>23355375Just Santa Claus leaving behind a few crumbs..
>>23355375I've been using chatgpt "thinking" version to do DD on my stocks and it seems to be working okay
>>23355484lmao
Honky Cat is now shilling gold
There's no time like now to get a piece of the action.
I am going to double my Zijin position at these ATHs today at open. Gold is one thing but this Freeport copper situation is major. We could see copper rocket to $6-7/lb next year.
>>23357042>get a piece of the action.You pay $10,000 a week so nothing happens your business. And don't forget the gabagool.
>>23357082Uncle slam is an easy associate to do bidness wit.
>>23356013u mad?chatgpt is my wife and she's very smart
>>23357082is this pic real?
>>23357074Is it you behind Donald Trump in that photo?
>>23358107>implying I could ever be as cool as that dude in the image
Giddy up, pony!
>>23357101your wife famously makes up numbers when she doesn't have an answer to hand because she's just a digital parrot imitating what things are supposed to look and sound like. if you're not checking the work for errors it's less valuable "dd" than a tradingview screener.
Gold ailver ratio breaking down
>>23358299Checked
Whew $45.16. GSVR chads rise
Opinions on WRN - Western Gold & Copper?
>>23358525shitco. Low grade deposit with poor capital efficiency.
FUCK YEAAAAAAH 45/OZ
>>23358537Thanks
>RANA IS BLASTING
>>23358649390k poo chad. We going to get another leg up? I need a couple more legs up to be retired. Looks like good news to me. We need to start pumping our stonks to normies.
>>23358801>leg up?Hopefully, maybe the "redeeming" shortbro told us about is over and Rana will pump with another media blitz soon
Yooooooo
They're conspiring to pull down all markets just to stop silver
>>23358864>portfolio is somehow greenThey expect one of us in the wreckage brother
>>23358851nice gains, what's going on there?
>>23358897Couldnt find any news
Its funny that $AG actually drags down SLVR as its largest holding
>>23358918looks like it's only about $200M market cap so probably just a shitco pump?
Platinum will grant me a ticket to retirement in Japan
>>23358943holy based
Wow, silver is outperforming all the stocks today.Also, I heard theres options expiry this afternoon, might pump more after.
>oil turning green
>>23359020https://youtu.be/LiI0FRtc-8k?t=1269
What are the odds we see a short term decline in gold due to a global liquidity crunch? We saw that in 2008 until the eurozone debt crisis hit. Will something similar happen again?
>>23358936>silver etf destroyed by AG’s management’s history of dilution.
My biggest headwind today is SGDJ somehow down .72% while GDXJ is up .4%
>>23359116YesBecause derivatives are overvalued and listed as assets instead of liabilities. Literally counting chickens before they hatch. It's a matter of time.
>>23359136>Sprott Junior Gold Miners ETFLook up holdings, #1 is Endeavor Silver
>>23359116Gold gets sold for liquidity
>>23359116bout tree fiddy
>>23348235>>23358451>>23348215GSVR Chads are so back!
>>23359116It's different this time
US government taking a stake in LAC might be a signal for a bottom in lithium stonks.Sadly they are already gigapumping but if there's a pullback maybe I should start a few quality positions.
GOAT of mining, Rio Tinto, is seemingly breaking out of its long multi-year consolidation. Big payer of dividends, big copper and iron ore producer with both Simandou and potentially Resolution coming online soon. The timing seems right to me. Also a major indicator for other copper and base metals stocks.Generally speaking it sure seems like a party for everybody forming across the commodity sector. 2026 could be a climactic year in the commodity bullrun
All the Ag names just went down. What happened?
>>23359533The Goldman Sachs Commodity Index also seems to support this idea. Look at that cup! Important to remember the index is like 50% energy so oil has an outsized effect on the chart but still sure looks like a major opportunity to back up the truck across commodities
>>23359535PAAS, CDE, HL, VZLA all green today though. Only AYA seems to be shitting the bed at -20% right now, wonder if something is up there
>>23359535>>23359553Beautiful price action in this turd I depend on
>>23359553>>23359011
>>23359581LOL. Thanks for the flash sale, I'm in. Aya is now cheaper than pre-production Viszla.
https://youtu.be/OxskSYqqO1s?si=v7-ZU5pImLUrDPhnCNL enjoying the well deserved glaze. What an asset. I still can't believe I timed this entry so well, took half off a double and that it's still one of my largest and best performers. This could unironically be a $10B asset. Very much like Snowline, tier 1 gold project plus they have a lot of other metals too since they're in a porphyry cluster.
>>23359816>Ari Sus man
>>23359826there's an impostor amongus...
>>23351241Damn, LAC has been in my watchlist for quite a while, was tempted to buy, but I didn't see the lithium price going up any time soon. Missed that boat i guess.
>>23354701Check out MOL in Hungary, I bought some today It's been sold down lately, they produce (not much of a producer though), refine and retail their products to costumers so pretty much a vertically integrated oil company. Plus Hungary has no withholding taxes on divvies like Brazil, which is really good.
>>23359874this nigga thinks I can buy Budapest listed shitcos
>>23359890I mean it ain't a shitco. It's a multi billion dollar company, you might be able to buy it OTC in the US, but it's probably is illiquid af. so probably not worth buying it OTC.
>>23359901Could you link me to their website? Could not find it online for some reason. Probably going to pass on it but always interested in learning
>>23359890You can buy it through IBKR. Just get a better broker kek.
>>23359904https://molgroup.info/en/investor-relations
>>23359866can't beat yourself up when dumb shit moons for retarded reasons.
Whats PLG? It's up 12% today.
>>23359907>>23359909that's a gigadump. Why?
>>23359816>AgEqkek, tin? copper? zinc? lead?
>>23359929Profit was down 27% compared to 1H last year, and some changes in management. Some value plays in the Hungarian market for sure RICHTER (a very prudently manged pharma company) is also cheap.
>>23359938how many of these hungarian shitcos are tied to furher Orban?
>>23359944None of them have direct government ownership, but I'm sure Orban is involved somewhere, somehow.
>>23359936Gold and silver.>>23359938>pharmaI'm not sure if I can ever become a generalist of your caliber Alexander. I just do rocks in the ground for now and even that alone takes up a lot of my time
>>23359957>'m not sure if I can ever become a generalist of your caliber Alexander.That's why you make more money that me. kek.
>>23359957I kind of use rocks and "risky" investments to put money towards, companies that have a good future/MOAT, that I'm willing to hold for decades. As you know rocks ain't always cheap.
>>23359972well a lot of it is just Jewish black money magic. Though I wouldn't use leverage if I didn't know what I was investing and speculating with. A lot of people here in our circles have been against debt but still eager to take on big risks with "leveraged" bets that are basically like lottery tickets. I'm doing the opposite. I leverage with denbts and avoid most of the hail mary bets
>>23359995Would you buy Hycroft on le denbd?
>>23359989I'm hoping to do this with non-resource stocks when the bull run starts to near its end. Chink stocks interest me a lot, also I think tech may currently be in the same situation as US shale was back in early 2010 meaning they may be growing and spending money too aggressively which may come to bite them in the ass. One Substack writer has been highlighting the relative cheapness and leanness of the energy sector comapred to the expensiveness and frivolous spending in the tech sector. Maybe tech stocks will be cheap in a few years?>>23360010I would never
>>23359995>Jewish black money magic.The Jewish black money magic is doing wonders for you though. I can't get myself to lever up like you, The only way I see myself going into debt is for like real estate investments. Idk maybe my mind will change in the future.
>>23360017>Chink stocks interest me a lot,Lots of good plays in the Chink market.>>23360017>Maybe tech stocks will be cheap in a few years?I hope so, would be the perfect scenario for us resource investoors.
>Chink stonkskek, not even once
>>23359874>>23359901It's too dependent on Russia and Drumpf wants Hungary to quit buying russian oil
IT'S HAPPENING$45.10 SPOT
>>23360137yippie
>>23360036I'm just trying to remind myself that leverage works all the way up but has the opposite effect on the way down. Of course I look like a genius in a raging bull market.
>>23360116Everyone can buy Russian oil, it obviously isn't off the market. We would have seen oil spike above $100 if it were. They just rebrand the oil as if it were from another country or fix the price bellow market, as a form of sanction.
>>23360155>I'm just trying to remind myself that leverage works all the way up but has the opposite effect on the way down.True that.>Of course I look like a genius in a raging bull market.But, you are a genius Finn anon.
>>23360116The only way to stop a commodity from flowing is a military blockade. I believe there were still trains shipping coal and iron ore into Germany from Russia when Barbarossa broke out.
>>23360163nah I'm smarter than the average midwit but not a real genius. The real geniuses are guys who create products and services of value and get rich off that.
Hard to believe it but I'm actually up by 4x this year.
>>23360191i kneel
>>23360191I still have 4k left to the upside so I break my previous all time high, mainly because I bought many shitcos too early during the past 4 years
>>23360203A lesson we all have to learn the hard way.
>>23360209>>23360209>A lesson we all have to learn the hard way.yesbut I cope with the Rick Rule quote "better earlier than late"my biggest mistakes were swinging UUUU in 2020 for a few weeks until early 2021 and sellig AEM at the 29.10.2024 for DRD GOLD and Kootenay (both are up now in my shitfolio)
Thoughts on Franco Nevada? There is the real possibility of Cobre Panama reopening which is not priced in at least completely and they too are drowning in cash at the moment.
The boomer at my work asked me yesterday that have you lived the bear and reminded to sell. >Still early
>>23360221And let me guess, you were not adding later?
The Rio Tinto chart looks beautiful.
>>23360225>have you lived the bearDid he?
>>23360239yea showed it to a friend and he just replied with "I just want dividends" kek>>23360232nope, after buying KTN and DRD I only added into two other shitcos
>>23360240Strange as it may sound, he has experienced everything.
>>23360246>nope, after buying KTN and DRD I only added into two other shitcosclassic mistake, I don't understand people who buy stuff theydon't want to add to when it's cheaper. No idea why I see that so fucking often. It seems illogical to me to behave that way.
>>23360249Even being gangraped by Russian mafia?
