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08/21/20New boards added: /vrpg/, /vmg/, /vst/ and /vm/
05/04/17New trial board added: /bant/ - International/Random
10/04/16New board for 4chan Pass users: /vip/ - Very Important Posts
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Something happened and gold is doing a lil sumn sumn edition.
>>
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what a day
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>Two Chinese companies contacted Canada-based Kuya Silver on Friday, offering to buy physical silver at about $8 more than the market price at the time, CEO David Stein confirmed to CNBC. He said one company was a manufacturer, and the other was a large trading firm.

>An Indian buyer approached Kuya on Monday with an offer $10 above the market price, he added.

https://www.cnbc.com/2025/12/31/china-silver-export-controls-2026-us-economy-prices-rare-earths-critical-minerals-xag-metals.html
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Venezuela will grow maybe 0.5mbd by 2030, max.
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WAGMI
>>
Looks like a hot day for AG, AU, CU and U.

Also a lot of oil companies were bought up on almost no new Friday..

Major revisions on Germany’s PMI down to 47.0, ugly stuff.
>>
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RANA RELENTLESSLY DELIVERING

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/389-tsx-venture/nim/194341-nicola-mining-and-blue-lagoon-receive-first-payment-for-gold-and-silver-under-long-term-partnership.html
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RANA RAMPING UP
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>>23845269
390k poo chad. How high are we about to go?
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>>23845296
when FOMO/mania arrives Poo Price Target: US$3.00+
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>>23845254
>>23845269
>>23845296
>MFW poo lagoon is outperforming my juniors with millions of oz in the ground.
>>
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Snowline Chads up 7% today, news/assays very possible this week

https://www.youtube.com/watch?v=SDtQosVI50s&t=312s
>>
>>23844681
Meanwhile CNQ is being treated like its covid again.
>>
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Holy macaroni soup
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WTF SURG… copper just closed the gap from the huge gap down candle last year, a lot of copper miners going haywire.

Lots of nice upwards shift in Uranium gold and silver equities.

I sold half of BLLG other day, might sell more cause it’s such a laggard lol. At least it finally busted out of consolidation
>>
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>>23845580
OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
>>
guys, i have some miners that are up so much i really dont know if I should take profit or just let them do their thing
im talking about Serabi Gold and Abra Silver
>>
>>23845645
Yea I’m thinking of selling ABRA just to de risk a bit. It’s been super but I’m like 3x and it’s just grinding away at this $10-$11 zone upwards.

It’s a world class deposit, just don’t like the country too much
>>
>>23845660
amazing, im close to 4x
where would you put the money, just into majors like AEM?
>>
>>23845673
Eh I’m going full degen and just day trading AGQ and doing SLV calls.

I have GSVR and a few copper and uranium plays. Cash isn’t a bad thing either, which is why I like trading since a good bit of my capital is flat for the night and isn’t exposed to overnight shit, good or bad. There’s Gunna be some huge volatility in silver.

Like right now SLV busted past $70 to $70.60 and and in 10 minutes is back to $65.50. If there was a metals vix it would be going nuts.
>>
Hycroft bros!!

Sprott never loses
>>
BOIL bros…

Also SLV almost has as much volume as NVDA, we can’t say the trade itself is slept on anymore lol. Miners maybe, but the sector in general is very much “in play”.
>>
>>23845726
the awareness phase has been going on at least since 2H/25
>>
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Broes, I'm having Bayhorse withdrawals. After 5 years as a Friesian Lad I took profits Friday to buy more Snowline, now I miss Graeme. Should I get back in on the next dip?
>>
>>23845750
this reads like something a domestic abuse victim would say
>>
glo bros back to $1. big gains for me but I'm not selling down yet.
>>
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Im bleeding out here
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is this bullish?
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>>23845957
kek
>>
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>>23845750
>buying another top
>>
my shitcos are volatile
>>
>>23845750
I lurked in these threads back in the day when Bayhorse was first mentioned. After all this time, they still haven't completed anything while going through multiple high dilutive rounds of financing.

As far as I can tell, Bayhorse is a total loser and you shouldn't look back after selling it. In all likelihood, it'll eventually go to zero when this cycle is over.
>>
>>23845958
Bongbro we will hit it big. $3 cad after DFC Jan 21st
>>
>>23845969
Should just rename the company. Can't have Canada in the title.
>>
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UUUU up huge too. I might actually get to sell back at $25 after all
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>>23846060
$25 USD that is, so around $40cad
>>
>>23846045
And what happens if they're not on the agenda? Investment committee has to clear the proposal before it can go to the board.
>>
In the previous thread, someone had asked how the crude oil sector would behave in light of the US attack on Venezuela. I had said that the oil services companies would likely do well being mercenaries and that the oil majors such as Chevron and Exxon should do well. I also said that the oil majors that weren't in on the deal might do poorly.

It's only been part of a trading day but Schlumberger and Halliburton are up about 10% today; Chevron is up about 6%; Exxon is up nearly 3%; BP is up 1%; and Shell is flat.

Not bad prognosticating so far. :)
>>
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Hello pattern my old friend
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>>23845958
I'm up almost 100% from my cost average now. It's still a wild speculation imo so it's a relatively small position. Seems like financing may be baked into the price by now. Thinking of selling
>>
When you guys start to rotate out, keep these plays in mind

>https://x.com/i/status/2008212618662810085
>>
>>23846242
No one's stopping you. Use some of the profits on a new calculator.
>>
DOE handing out cash to uranium refiners, almost $3B in new announcement.

EFs up almost 27% this week, imagine when the actual contract is awarded to them lol.
>>
>>23846256
remember to also calculate share dilution and time value of money bong-kun
>>
>>23846368
Check the inflation to money ratio before you make any hasty sells.
>>
>>23846281
The story's kind of nothing, it's $900m in "task orders" for enrichment to Orano who started building their facility 18 months ago, and $1.8bn for some HALEU startups who have to survive on government stockpile purchases because nothing commercial uses the stuff yet (and probably won't at any scale for at least a decade).
>>
>>23846165
Even with the Venezuela situation I am still bullish on oil i.e the most undervalued commodity
>>
>>23846944
Absolutely. There are a tremendous number of reasons that crude oil will be valuable in the future: it is what powers the war machine; it is one of the least expensive and most reliable ways of generating electricty; it is a critical input for the manufacture of various lubricants and plastics; it is a high energy density substance that is easy to transport; et cetera.

I have a fair amount of stock in Chevron and Exxon. I bought when they were quite a bit less expensive than they are now and on a cost basis my dividend yield is in excess of 10%. :)
>>
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>>23847069
>I have a fair amount of stock in Chevron and Exxon. I bought when they were quite a bit less expensive than they are now and on a cost basis my dividend yield is in excess of 10%. :)
I am very jealous. Those are eternal hold positions you have right there.
>>
>>23847069
It's also really easy to produce in abundance and supply has had to be artifically restricted to inflate the price to economic levels. But now the old agreements are breaking down. Drill baby drill.
>>
>>23847101
correct, but IRR also matters to producers above all. High prices incent capital investment to get new sources of supply online. Low prices incent low capex and high grading currently available and dispatchable inventory.
>>
>>23847081
CNRL at $20 during the covid crash was GOATed
>>
>>23847178
Imagine buying WCP at <$2/share back then... coom-inducing gains and yield
>>
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Rick covered a lot of our stonks today, he's maybe most excited about B2Gold and talks about a re-rate

https://www.youtube.com/watch?v=Iu9tRNgXD4s&t=2455s
>>
>>23847365
I thought it already rerated when goose lake became operational?
>>
>>23847101
>>23847114
The possibility of sustained low crude oil prices is a reason why I own shares in the oil majors such as Exxon and Chevron. When crude oil prices are high, they make money on their upstream operations. When crude oil prices are low, they make tons of money on their downstream operations.
>>
>>23847458
based integrated supermajor enjoyer
>>
>>23847365
I find Rick Rule in a Phrygian cap unnerving for some reason. Should be jolly, but there's something else under that smirk.
>>
>>23847547
it's the knife ears
>>
>>23846003
>>
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Pilers are be back?
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>>23847547
It's the look of a man who knows he's ot playing the same game as the people he's talking to. All his money is made i warrants and early access, by the time he's talking about a stock he's ready to sell.
>>
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WAGMI
>>
>>23845660
>ABRA
this keeps doing giga retard strength moves
>>
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New ATH for me
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>>
>prices at literal ATHs
>"buying opportunity of a lifetime!!"
I can't be the only one who hates this midwittery. At least wait for a proper dip before shilling like this Peter
>>
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HL Chads...
>>
>>23850011
bro, silver miners have never been more discounted relative to silver
>>
>>23850011
"you're either a contrarian or a victim". always sell when the market and social media accounts are running hot.
>>
>>23850052
the time to buy silver miners was when they were hated and not up 10x fren
>>23850059
bong-kun understands cyclicality
>>
>>23850071
What's the shill to fud ratio tho?
>>
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That Galleon Chad with over 100k shares @ close to .20 has been MIA. If he didn't sell he's gonna make it
>>
>>23850059
Uh yeah bro the cycle is over in 2 weeks because the people on twitter are buying o algo
>>
>>23850089
seeing a lot of shilling as of late... there was a lot of fud back when silver was in the $20-30s
>>
>>23850071
Consult the chart
>>
>>23850113
>dilution: the chart
>>
>>23850133
Sell early then
>>
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when are my Bear Creek shares going to transition? Don't really want to keep holding them forever
>>
Ah that explains the large buying pressure on various large cap oil stocks the days preceding the Maduro capture operation.
>>
Anyone like $ATH here? Overreaction to the Venezuela capture and its implications to Canadian heavy crude export market... I used to own from $2 but sold out at $5 months ago..

Looks like its near its 6-month low, $6.11, at $6.45 now
>>
>>23850105
when twitter is full of euphoric "this is our year" posts then trimming your winners is essential. let the trend-chasers be your exit liquidity. don't get caught holding the bags.
>>
>>23850592
I own some but not a major position. Don't like it enough to want to buy more. Happy with my relatively small position. Could reasonably see it go to $10-12 over time
>>
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Ding Ding Ding Ding Ding Ding
How'd we do today?
> +6.3% led by First Majestic and Hecla breaking out. New ATHs for me, and 2026 is just getting started.
>>
Ive made more this year already than I did at my old job last year, so thats good

(mind you, I had a shit job, and I'm profiting off of risky and somewhat leveraged positions)
>>
>>23850783
Good
>>
>>23850769
main portfolio up 0.9% today, 19.9% over the last week, 29.3% for the month, 70% for the year. cashed out a bunch of stuff, down to just 12 positions.
>>
Thoughts on lumber?
I am looking at WEF Western Forest Products right now
>>
>>23851296
Lumber had that several month long window during covid when everyone was locked down and were doing home renovations
That window has passed, nobody's building anything substantial for there to have adequate lumber demand
>>
>>23844273
>>23844654
>>23844681
wat happened?
gold go up?
i remember it being like $4k per ounce, up from $3k at the beginning of the year, last i checked?
>>
>>23851296
what the Singaporefren said. Lumber markets basically follow real estate markets. More specifically new builds. Are you bullish about new homes being built a lot in the next few years?
>>
>>23850769
Up 9.8% today. Trimmed about a grand in profits off, left the rest
>>
Whatever happend to the /cmmg/ classic Irving Resources?
The price hasn't budged.

>>23852078
I was thinking that in an inflationary environment commodities like lumber go up anyhow.
>>
>>23853526
nothing happened to Irving. It's still the same shitco it always was
>>
>>23853708
Im really interested what your portfolio looks like
>>
GPGbros... we won.

https://ceo.ca/@accesswire/grande-portage-receives-us-forest-service-special-use
>>
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>>23853526
Other than being in Japan, which is based, I don't think Irving ever had the drill success the pumpers like QH and The Hapless Horseman promised

For a classic /cmmg/ & /pmg/ success story, Galleon could turn out to be the biggest win, that isn't Snowline

>GGO news release today
>>
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>At October’s roughly $50-per-ounce level, the metal made up more than 17% of the cost of solar modules, compared with just 3% in 2023, data from BloombergNEF show.

Silver getting replaced quick now in solar.
>>
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>>23853526
>>23853708
>shitco
Kek, Hapless Horseman visited Irving on his Japan tour, didn't help share price any

In fairness, I haven't followed their progress closely at all and have just glanced at the occasional news release. They could be a buy here for all I know and maybe even economic at $4400+ gold
>>
Its over
>>
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>>23853981
look at my 3 little juggernauts laughing at today's bankster smash
>>
>>23853804
I have like 50-60 different positions. My top 10 positions are AAUC, CNL, RGLD, TCG.AX, PDI.AX, WCP, PPTA, FNV, SVM.AX and NST.AX in no particular order
>>
>>23854201
Top 10 in what measurement
>>
Bocanon, are you still holding
>>
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>>23854201
>NST

WAGMI
>>
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>>23854052
>>23854089
I remember the Irving hate memes when everyone was hating on gayhorse even when all the sector was down. Is Irving ever going to moon. Still have a bag that is down like 90 percent.
>>
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>>23854216
>Is Irving ever going to moon

I'm not the retard to ask, did they put out a resource estimate? I have no clue about how many oz they have and if they can make it
>>
>>23854206
Portfolio weight as a % of my total equity
>>
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sold all my bayhorse shares so expect a pump very soon
>>
>>23854208
Yes absolutely.
It would be foolish to sell before news.
Nothing changed about the stock except impatient people and profit takers.
>>
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>>23854268
Thank you for your service
>>
Are we back?
>>
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>>23854268
It was the right move, Horse san. Did you rotate? I took horsey profits last Friday and rotated to a Snowline dip, feels good
>>
>>23853526
Lumber mostly follows the real estate market. It's best to talk to some trade friends and see how they're doing to get the scoops.
>>
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both legendary CEOs 600%+ 1Y
>>
>>23854562
people bought nfts so why not
>>
>>23854208
HAHA
Yes it's back to even.
Maybe it even goes green today.
My mom bought another $5000 at 17.5 cents.

This is me phoneposting btw: >>23854278
>>
>>23854634
Bro this is gonna end up badly
>>23854278
Nothing made the stock fall from the high but nothing made it go up 500% either, only pure speculation about unproven business models from unknown management.
It's a tiny C$10M nano cap stock even after the pump and they have around $0 worth of assets.
>>
>>23855087
hey let the guy live. It's a shitco I could never own for sure but I'm rooting for him anyways. You should be more concerned about strike force Delta acquiring Greenland for the low low price of a dozen Blackhawk-mounted missiles and a few bullets
>>
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>>23855171
I don't enjoy shitting on people's investment and hopes and dreams, but that stock is just so bad. They don't have anything as far as I can tell. If it was at least Blue Lagoon level where they at least have something even though I'm personally very sceptical that it will go well they have a shot.
But I've been wrong before so whatever. 50/50, either it works or it doesn't.
Mutts will get buried in mass graves under the snow if they try anything.
>>
I'm concerned for his poor mum.
>>
>>23855231
Yeah that too.
>>
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>>23855087
How is a Snowline/Bocana portfolio and being the undisputed 2025 /cmmg/ heavyweight champ any worse than being 100% balls-deep all-in Grande Porridge? And I have a little Porridge, kek. None of us retards found or have followed BOCA as closely as Leafbro
>>
>>23855330
being committed to a stock isn't commendable it's a sign of mental illness
>>
>>23855330
Big porridge has an amazing world class project, but yes, going all in in a tiny micro cap is not advisable, only I'm allowed to do that because I'm a professional stock genius.
I only spent 10 minutes on BOCA, but from what I could tell they have a shifty project in South America they abandoned and are now trying to buy some project in Arizona for $20M without a resource or much details. If it's 20M as I recall it who knows how that huge raise will look like on a 10M mkt cap. Usually existing shareholders get shafted in a situation like that. And then there's the plan to tokenize mines or whatever without many details either that doesn't make any sense. It would take a miracle for this to work out.
>>
>>23854562
>galleon gold
>realize i own some of this one
>bought in 2021 avg 1.162 CAD
whatever
>>
>>23855330
>>23855467
Just looked over the latest press releases again. So first back in August they announced a letter of intent to buy a gold project in Arizona for US$27M, they extended this LOI for another 90 days Oct 6 while doing further DD. No update on that since so by my calculation that deal went through. They also announced an intent to invest US$20M into Venture Gold, a company developing a gold project in Idaho. Then they announced a JV with some Virgin Island company that is meant to fund these investments into mining companies, without Bocana having to put any money in themselves and still having a 50% equity interest, not sure how that makes any sense. Seems like the Virgin Island company is the one that is meant to raise money through tokenization of the assets, lets see how that works out. It all seems super shady and doesn't really make a lot of sense. I'm guessing none of this ends up working out and all they have is this business plan, no actual assets on their balance sheet today. So you are buying into a shell company valued at $10M with nothing but a super shady plan to find someone stupid enough to want to buy tokens to pay for full projects while giving Bocana 50% equity interest as their management fee I suppose.
Bocanon should sell everything Margin Call movie style tomorrow morning. The music is going to stop playing very soon IYKYK.
>>
>>23855743
>my calculation that deal went through
fell through*
>>
Well hopefully Bocamom and Bocanon don’t become Brocanons.

Bocanon is in quite low though, he’s at like a 3x here more less. It was at a 7x
>>
>>23855743
Very shady indeed and it has the marks of a valueless shitco, trying to acquire multiple questionable assets at once using a questionable scheme with a questionable partner. Also good question for the Bocanon: what does he think about this whole tokenization thing when the company doesn't actually even have any assets to tokenize?
>>
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>>23855467
>professional stock genius

>The Dane when GPG hits $3
>>
>>23854234
Ah okay
>>
>>23854326

No
>>
>>23855231
>I'm concerned for his poor mum.
She's already up $35k. If it goes back to her buy in, she'll be alright.

>>23855087
>only pure speculation
I agree most of the run up after 10 cents was speculation. If everything works out with what they're planning it should go up much more than that, so I get why the speculation happened.
>unproven business models
Tokenization is growing massively and is probably going to be really big in the next few years.
>unknown management.
They've been around for a while and Tim has lots of experience, especially in finance.

>>23855467
>now trying to buy some project in Arizona for $20M without a resource or much details
AI wrote this but it's accurate:
"Not accurate. It’s a binding LOI for US$27.5M (not $20M) for 72 BLM placer claims (~1,440 acres) and they already paid a US$200k deposit.
There’s no NI 43-101 resource yet (it’s still diligence), but there are details: the LOI PR summarizes NI 43-101 technical reports with very high historical assays (e.g. one program averaging ~4.6 oz/ton Au, others ~0.45–0.59 oz/ton Au), and BOCA is now doing independent verification with new adjacent core samples sent to accredited labs under the LOI extension."
>Usually existing shareholders get shafted in a situation like that.
The tokenization model they are going for would reduce dilution as much as possible. Their new partnership/tokanization is supposed to fund the Arizona mine I believe.
I admit I don't know a lot about mining stocks. I'm not a geologist or professional stock trader. I know the basics though. I mainly just copy other people who seem to know what they are talking about.
If this turns out to be a home run, great. If it turns out to fuck me in the ass, I'm okay with the risk(and I'll hopefully sell to get my initial back).
Time will tell.
>>
>>23855743
>super shady plan
I don't think it's shady but time will tell.
All of the details will come out in the upcoming giga news release and a halt.
No point to sell before then.

Someone else wrote this, not me:
"By launching Arizore LLC, both firms are putting digital transformation at the heart of their mining strategy. The core idea: tokenizing mining assets to create secure digital versions of investments in minerals like gold, silver, and magnetite. Backed by Arizore Ltd.'s up to $60 million in secured financing, Bocana can operate and develop properties without turning to equity markets for cash. The companies will split proceeds equally and co-own any new intellectual property born from their tech efforts. With a shared board and compliance-led digital systems, this partnership could make mining investments more transparent, flexible, and accessible—breathing new life into a traditionally complex, capital-heavy industry."

Also you can read this blog for more information about it.
https://www.evranic.com/

>>23855939
>Bocanon is in quite low though, he’s at like a 3x here more less.
That's why I'm not as worried.
My average is like 4.5 cents and my mom now is I think at 12 cents?

>>23855984
>Also good question for the Bocanon: what does he think about this whole tokenization thing when the company doesn't actually even have any assets to tokenize?
The point is they will have assets to tokenize. The Arizona property and the Colorado properties from Venture.
>>
it is nfts again lol
>>
>>23857104
but what are the tokens for? What's the benefit of the token? It just adds a layer of counterparty risk. And why would people prefer this company's tokens to all the others?
>>
>>23857305
I'm not that knowledgeable on this shit lol
As far as I know the goal is for them to be traded on exchanges as a way for people to get exposure to gold and silver without buying the metals outright.
I don't know though.
Other gold and silver tokens have been successful and the market is growing.
Waiting on the news release for clarification.
>>
>>23857389
we already have that. you can buy shares or index funds. what do tokens do other than allow sellers to scam people due to lack of regulation?

you own a link to a jpg of a gold bar
>>
>>23857389
>As far as I know the goal is for them to be traded on exchanges as a way for people to get exposure to gold and silver without buying the metals outright.
A lot of ways like that exist already. None of which are tied to moose pasture microcaps.
>I'm not that knowledgeable on this shit lol
Might want to become more knowledgeable. Its your money on the line
>>
>>23857405
>>23857395
Thank you for your input.
>>
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Madagascar is back on the menu
>>
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Rick is being a good goy now
>>
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>>23857478
Evil POS Rick said he was selling off his miners on X around Oct and missed the run from $50-$80
>>
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>>23857395
I wonder what your critique of this is?
>>
>>23857456
watch the locals burn down the exploration camp again
>>
I’m just riding this baby up to $30 US for a 10x, the locals can stage a revolution for all they want after I sell.

Maybe EF should just sell the property to a miner with a closer HQ to the area if logistics were really an issue.
>>
Whew SLV is narrowly avoided getting sucked below pre-market lows..
>>
Its over miners arent profitable anymore at 74$ silver and 4k$ gold
>>
>>23857456
I'm not quite seeing the "exceptional economics". It looks fine but the assumed titanium price isn't conservative. Have to wait for their seperate study on the monazite processing for the full picture. Energy Fuels market cap has a lot riding on the two titanium projects being money-printers through a soft titanium market.
>>
>>23857565
Is it a REE stock, a uranium stock, a titanium stock, a vanadium stock or a mineral sands stock?
>>
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>>23857541
Im mostly moving out of Miners now and just doing SLV calls. Why the hell would i settle for a 4% gain on GSVR or whatever when i can capture a 50% move on a $2 spot rise in a day?

Ill buy miners on a huge drawdown and ill keep copper and uranium plays but gold silver miners to me aren't delivering the alphas that we assumed. That's cause in the old days, they didnt have bitcoin, broad ETFs and passive investing sponging up all the available discretionary income away from miners.

Now no one cares about miners except for a select few. People are trading SLV or buying american majors at most. The whole "they will flow into juniors i think has been debunked thus far. It might still happen after the final SPY wipeout, but we haven't arrived there yet and as a result people aren't on board with our picks even though they present technically and fundamentally sound value props (insofar as possible for jr miners).
>>
>>23857565
DESU alot of its market cap is riding on a potential US DOE contract lmao.

Pretty much the whole NXXT/OKLO/MP basket is under this presumption.
>>
>>23857572
>GSVR
have you considered that you went wrong by buying a literal shitco?
>>
>>23857584
>OKLO
this shit is valued way too richly. Last I looked at the company, they produced nothing and promised to add some measly 100MW of experimental SMR capacity. The enterprise value was half of CGN Power, China's largest nuclear energy producer which will also add multiple GW's of capacity over the next few years.
>>
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>>23857541
wait until you see what Q4 earnings released in Feb do for share price, Krautbro
>>
>>23857588
Its performed well relative to SILJ and other silver miners in general. Plus they actually produce and just aquired Bolanitos which is a turn key operation afaik.

Mining is a shit business unless its one of the mega corps. Mines running out of life, dilution, energy and labour costs eating away margins.

As long as I can profit somehow from the rally, im happy. My avg on GSVR is like .25 so its done well so far for me. Its just that theres better ways of playing it imo, i will be divesting further and selling into next rally.

Already sold all of my Poo this week at .83. Held that shit since 2020.
>>
Very interesting copper micro ive been eying since 3 cents, CASC (Cascade Copper)

Fuck these star captchas btw
>>
>>23857592
Everything US nuclear is insanely overpriced.
>>
>>23857600
>Mining is a shit business unless its one of the mega corps. Mines running out of life, dilution, energy and labour costs eating away margins.
True. This is why there are so many shitcos in the juniors. Some are good companies but those are the exception.
>>
>>23857593
Looks like wax figures
>>
>>23857593
Wow whores can dress like that? I’m never trusting women again, they must all be whores
>>
Frank Guistra says Silver doesn't suffer a serious substitution threat to Solar producers until $135 USD
>>
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Ohhh this could be interesting. I think Oil and Gas services will do well, especially cyclically undervalued ones
>>
>>23857994
Just buy trican and save yourself the sleepless nights if that's what you're thinking.
>>
>>23858005
I know it’s a safer play but I’m looking for more alpha and I don’t mind taking swings for it. I was specifically screening for TSXV services companies with MC less than $150 with nice charts, Wilton resources seems primed. Too bad I didn’t see it earlier
>>
>>23854013
>>23857826
Guistra is wrong. The companies themselves are saying they will be substituting silver going forward and some already have. Even at $50 silver the silver cost is already 17% of the total solar module cost, that is obviously huge when you can cut it out entirely for only a slight decrease in efficiency.
>>
>>23858043
Thoughts on PHX on SHLE?
>>
>>23857994
>OFS microcap
it's like you're begging to lose money
>>
>>23858069
Not sure but I did add it to my watchlist earlier for consideration
>>
>>23858076
It’s at its 5y lows, if it simply reverts back to where it has historically flirted with before, than that’s a 2x.

I’m only risking 1k on it, so if it does 2x then great, if not then oh well, sell BE or small loss
>>
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390k poo chad. Sitting pretty comfy. How else is everyone doing today?
>>
>>23858125
I think TCW will acquire SHLE
>>
>>23858137
reasonable speculation, smart to keep the position size small
>>
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>>23858144
Checked, I wish my Poo-sition was that big! Only 10k shares, but up 125% so feels pretty good
>>
>>23857103
>I agree most of the run up after 10 cents was speculation.
The run from 1c to 10c was also pure speculation. It began when they announced an intent to buy the Arizona property for $27M they don't have. They don't have any assets at all in the company right now. If these dubious plans fall through, which they most likely will, the company will probably go all the way back down to 1c, because, again, they don't own anything.
Tokenization of mining properties is of course extremely speculative because it hasn't been done before and furthermore it doesn't make any sense because it offers no advantage to just buying stocks instead of tokens.
>>
>>23858144
doing fine, watching it crab
>>
Did all the Bayhorse fags kill themselves yet or what?
>>
>>23858141
>>23858144
Poo chads... we are here
>>
>>23858413
Blue lagoon is MOONING again.
>>
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>>23858412
I nailed the 52-week high last week and dumped all my horse shares with a profit, but saved the memes
>>
aaha of course I sold out Poo right as it starts mooning, 5 years in and i couldnt wait 2 days oh well GLTA
>>
Incredible that SLV gets hammered AH and PM on total session volumes that are regularly eclipsed by a single 5m bar in the regular session. The regular session has been bullish everyday, then shorts come in during low vol and create dread and bad sentiment
>>
oilers? waht are the news
>>
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>>23858504
Thank you for your service.
>>
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WHAT THE FUCK WAS THAT?
>>
>>23858524
>oilers? waht are the news
McDavid's getting traded.
>>
>>23858504
aint it always be like that
>>
>>23852078
Lumber is different from timber. Most of the timber companies such as Weyerhauser, Rayonier, St. Joe, etc. are not as closely correlated to real estate markets as lumber.

In general, reasonably well managed timber companies do well over a long period of time (10+ years) and are reasonably good hedges against inflation.
>>
my nhs dentist is going fully private so I've lost probably thousands today, lads. we used to be a real country.
>>
>>23858674
NHS should be abolished.
British healthcare should just copy the Swiss system.
>>
>>23858676
fuck off
>>
>>23858674
also lmao why do you have state run dentistry in the first place, even we don't have that
>>
>>23858682
u mad
>>
>>23858686
yes
>>23858685
basic healthcare-related dentistry is fantastic for preventing more serious health issues from occuring down the line that might send someone to a gp or emergency room. it's an investment that helps the rest of the healthcare system function more efficiently. also it's really cool to not have to worry about an essential. but since it doesn't turn a quarterly profit the budget gets cut and then the failures of the system justify more cuts, and every qualified dentist focuses on private cosmetic work and upselling pointless bullshit.
>>
>>23858524
War and Peace and War?
>>
>>23858750
>basic healthcare-related dentistry is fantastic for preventing more serious health issues from occurring down the line that might send someone to a gp or emergency room
I agree. That's why the government shouldn't control it.
The Swiss system has the best of both worlds. It doesn't have the mediocre quality of the NHS and the waiting lines.
It doesn't have the medical bankruptcy and health insurance fuckery of the American system.

Healthcare in Canada fucking sucks too. I was just at my family doctor(lucky I even found one) and waited 1.5 hours in the waiting room after the time my "appointment" was supposed to be. The doctor barely talks to you and you can only ask him like one thing before he interrupts you and leaves to see the next patient.
>>
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>>23858768
Sounds like you need more skilled labor immigration.
>>
>>23858774
The medical establishment in this country is unironically a cartel which deliberately turns away qualified applicants to make themselves more valuable. You get a 95 percentile score on the MCAT and cure bone cancer and you're still not good enough.
>>
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>>23858778
Grim. Nothing 5 million more Indians won't fix tho.
>>
>>23858778
if you are friends with hospital administrators you get to cut the line though, things arent all bad
>>
>>23858628
How does a lumber company operate exactly? I actually know very little about the industry. I assume they own forests and sawmills? And presumably their biggest customers would be construction and paper&pulp industries no?
>>
>>23858768
Tell me more about this Swiss system. How does it operate?
>>23859221
yay nepotism
>>
>>23859388
As far as I know it's essentially forced obamacare. Everyone is forced to buy private health insurance coverage. I'm oversimplifying it though.
>>
>>23859395
getting for-profit middlemen involved in a mandatory system always works great.
>>
>>23859452
well it does seeing how the quality is a lot higher and there's far fewer waiting lines
>>
>>23859395
>literally just health insurance
somehow I doubt that's it.
>>
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>>23859473
hmm I wonder why
>>
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>>23859604
I'm finna boutta blow through that mean when the GPG PEA comes out.
>>
>>23859604
You could have been that wealthy too if you had much more free market policies like Switzerland does.
>>
>>23859384
A timber company owns land on which it grows trees. The ones I have invested in in the past also make products from the trees such as wood fiber products, paper products, etc. I did a quick scan and it seems that the timber companies I had owned long ago have divested themselves of the wood products businesses.

In light of the fact that they seemed to have divested themselves of those businesses, their biggest customers would be companies that make lumber, paper, cardboard, and certain other special substances that use wood as in input.

But as they are, the timber companies can sell trees, they can sell land or develop it themselves for residential use, and one thing I saw is that they can kind of lease out the land for hunting or even beekeeping.

Being that the timber companies own the land on which they grow their trees, they have some sort of built-in protection against inflation that is less subject to real estate bubbles versus residential or commercial real estate.

A lumber company is one that buys trees from the timber companies and turns the trees into lumber. There may be related businesses but that's about it. Lumber companies are very boom and bust and they are not easy to invest in. I don't quite remember when it was but there was one year (maybe just before COVID?) where lumber prices skyrocketed but within one or two years, the prices crashed. I've never researched if there are any publicly traded lumber companies but given the boom-bust nature of the business, you need skilled and disciplined management to ensure the company doesn't overextend itself going into a bust that could cause the company to go bust.

Jeremy Grantham of GMO had once commented about investing in timber and he was somewhat positive about it as something that gives steady but boring long term returns. He specifically stated that he does not recommend investing in lumber companies or saw mills as they are very difficult.
>>
I should crack a major number on my IRA soon when we go back up
>>
Antimony bros...
https://youtu.be/iWxo6J8E1E4?si
>>
>>23859604
USA is top 4, Canada is top 11 here. If the mean wealth of the populace were the deciding factor of the quality of their health services then why do I keep hearing bad things about health services in the US and Canada?
>>
>>23859856
Alright that helps a lot thanks. We actually have a few major timber and paper&pulp companies here in Finland. They operate globally and are leaders in the industry. But in recent years they have suffered not only because of the bust in lumber prices and the weakness in real estate, but also because as digitization would have it paper is less needed so they've been closing down a lot of paper&pulp factories.

Could still be decent investments for the reasons you pointed out. I've thought about investing in these stocks before but haven't pulled the trigger
>>
>Commodities giant Glencore says it’s in talks with rival miner Rio Tinto about a “possible combination of some or all of their businesses, which could include an all-share merger between Rio Tinto and Glencore.
My two mining giants are looking to merge. Good news
>>
meta signed some deals to develop smrs so should be another strong up day for uranium that will collapse when the tourists get bored next week. best way to make money in uranium has been to trade the tech company news cycles.
>>
We are so back
>>
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>>23858462
>>23858413
>>23858144
>>
>>23861232
Poo chads stay winning.
>>
>>23861232
Were Canadian junior miner promoters taking advantage of Gordie's dementia for their personal gain?
>>
>>23861241
Until they dont.

Axovant gene therapies anybody?

Grandad always said it
>Trust the poos and you will LOSE
>>
Isn't it funny that Vivek Ramaswamy and the federal government of the United States has been trying to wipe the scam drug company that he pulled a pump and dump on?

Remember when Vivek bought axovant gene therapies, a company peddling a drug which they billed as a cure for dementia, and that had failed in all initial clinical trials? Remember how he then ran a clinical trial which his own mother oversaw which they ran around claiming showed "promising results" and then rugpulled the stock after Americans invested hundreds of millions of dollars into it after being misled by the claims he made which he knew were entirely false?

That's the guy running for the governor seat of Ohio telling Americans they don't work hard enough and that's why they aren't rich like him.

What do you think of the verifiable fact that a streetshitter scammed Americans by selling them the false promises of a "cure", for dementia and Alzheimer's?

Do you find it distasteful that he's telling you that you don't work hard enough while scamming your grandma in his spare time to enrich his family in obscene fashion?

Remember that? I remember. That was wild!
>>
Maybe you need a man in your life.
>>
The fact that anyone thinks Vivek Ramaswamy is a man who should be in a position of power in the US government blows my fucking mind.

Moreso that it is supposed right wing populists who are pushing his candidacy. He's a fucking East Indian scammer FFS lmao.

Anyways, fuck poos and anyone who champions them. They are invariably shady as fuck and blue lagoon is no different. Expect a massive crash at some point.
>>
META is now signing deals to secure nuclear energy.. I guess the whole "secure supply agreements" tailwinds is really taking foot in commodities.

Kuya and OKLO being two of the leading examples, more to follow!

the tech AI circlejerk is now directly filtering into the commodities space, seemed inevitable
>>
HE CANT KEEP GETTING AWAY WITH IT
>>
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Blue lagoon keeps mooning. WAGMI poo chads. -390k poo chad
>>
>>23857501

He said he was selling to take profits and cover his initial stakes. He’s still long. It’s a smart move. Given the amount of money the fucker has. Doesn’t he own something like 10% of PSLV?
>>
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Hecla Chads mark Feb 18 on your calendar for Q4 earnings WAGMI, re-rate possible
>>
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>>23861674
Comedy flashback: Oct 3, 2025 (((Roth Capital))) puts out 3 FUD newswire releases in one day downgrading Hecla to Sell. HL falls 10% that day during their FUD shakeout. 3 months later HL up 2.5x
>>
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>investing in a shitco
>>
>>23861797
LMAO
>>
>>23861797
heh
>>
anons in biz /smg/ selling their miners kek
>>
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Colombian president coming to see Trump soon. They're building an economic block. Trump will have desposed all those commies and run off all the cartels from growing cocaine on those hills because they intend to mine them.
>Surgery update
This is all the shit they just took out of my leg
>>
>>23861279
Ma'am, this is a Wendy's
>>
>>23862498
when do they remove the shit from your brain?
>>
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Today's Hecla FUD just dropped

>Silver prices are extremely stretched, goy, the consensus Hecla price target is $15.50, there's little room for upside. Please stop buying silver and Hecla
>>
>>23862498
How does this bode for EC stock?
>>
>>23862498
Unfathomably based
>>
>>23862498
Looks like you're recovering! Congrats fren. I remember back when you still thought you'd never get better.
>>
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any KGHM holders? they are amongst the top 3 producers of silver in the world, not even counting all other metals they produce, their stock only doubled in 1 year and still have a very attractive valuation.
>>
>>23864766
>their stock only doubled in 1 year
+150% in six months on the chart I'm looking at.
>>
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>>23862498
Nice! This is car crash bro with the nurse with benefits?
>>
>>23862908
lol, tampowitz spreading fud
>>
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Not the madman Don is, but I own 6
>>
>>23858412
>Did all the Bayhorse fags kill themselves yet
unfortunately no, they have infected other boards. They have embarrassment for their total retardation and failure, they endure to retard and again and brag about it.
>>
>>23866471
I for one am proud of our boys sticking to the plan of pumping & dumping Bayhorse during this bull market. Anybody who falls for it will deserve their losses.
>>
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>>23866568
Kek, I sold the top since '21 to the day. Retarded for buying in 2020, but a nice escape with a profit. And now more Snowline shares
>>
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I just emailed Peter Schiff to clarify something he was wrong about on his podcast and he emailed me back acknowledging it and thanking me.
I didn't think he'd actually respond.
>>
>>23866721
So, what was it?
Also have you sold Boca yet? seriously just take one look at the Boca channel on ceo and tell me these are the people who make good investment decisions. The Quebecois seems outright mentally deficient and it seems like he has put all his money into the stock and it's making him lash out angrily telling others to stop selling when the stock goes down lol.
>>
>>23866836
>Also have you sold Boca yet?
Nope.
>seriously just take one look at the Boca channel on ceo
not my problem
I know there's some retards there but I just ignore them.
>>
I have an old thread of the short-lived /bhs/ general from 2021, shits hilarious to read looking back.

Silver jew was claiming it was a 100x at $60 silver.. well well
>>
>>23867080
Let's see it
>>
>>23867080
post it. I want to see the post where the retarded guy says he did all he could and de-risked the company and has brain damage. That was a quality post
>>
>>23867080
I have some old shillpics from back then. I told him he was wrong. Retardarion + autism = losing money
>>
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here's a classic. the whole retarded thesis in all its glory
>>
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For me, selling the stock, easy. Deleting the memes, impossible!
>>
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I might have close to 20 horsey memes from 2020-21, but zero shares, kek
>>
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If Bayhorse does a 10x from here and runs to $1 during silver FOMO/mania and Snowline only gets a double, I'll consider it a win to be free from Graeme's nonsense
>>
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>>23868249
>>23867983
>>
kind of funny how the GSCI is still near all time lows relative to S&P500
>>
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>>23861674
Hecla's CEO was on CNBC Friday

https://www.youtube.com/watch?v=QqsPcn3cSNo
>>
>>23866568
You doubt the profit maximizing potential of the lone ore sorter?
>>
Just went over Bayhorse's new presentation to see where they are at. They are doing the last environmental testing this year and expect to apply for the final permit at last, which they then expect to get already by early 2027, probably optimisitc. They have the famous Steinert ore sort ready and the smallest flotation mill I have ever seen at 70 ton per day so 63 real tpd capacity. They plan to start mining 100 ton per day which they say should give them 500koz silver per year. Very small production obviously, at $50/oz that's US$25M/y revenue. Their market cap is already around US$45M FD today so not that cheap anymore.
They have a real resource albeit small at 6.3Moz Ag at 742 g/t which they say is 7 meter in thickness. Actually pretty good grade and thickness if that is the real average thickness of that resource. They also mention it's refractory though, so that makes the off take a bit harder and more expensive.
Overall judgment: way better positioned now with silver being 3x higher than a few years ago, but still the mine is too tiny to invest in at the current valuation at least.
>>
>>23868527
Is he from 'stralya? I feel like the best miners are aussies.
>>
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>>23868669
yep
>>
>>23868618
they're unironically positioned the exact same as they were five years ago, that is to say:
>not producing, still "almost there" as always
>tiny, uncertain resource
>no ore reserves

the only thing different beyond the price of silver is the share count
>>
>>23868880
Yeah, it's a certified shitco for sure. But it's slim pickings if you insist on investing in silver miners.
Y'all still in Impact Silver? I remember that one was talked about a lot a few years ago as well, but their costs were always extremely high for their tiny mine. Their stock has only done a bit more than 100% from the bottom, so even investing in the metal would have given a better return. Q3 was a loss, perhaps Q4 will be the first small profit since 2020.
Silver miners need triple digit silver sustained for their stocks to really move.
>>
>>23868387
direct retail access to investing changed the metrics. things will never go back to the old standards.



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