We're about to hit the big one edition
Something is happening..
>>24882620Trump is speed running hyperinflation i love it. More tarrifs!
i took profit today on dundee corpnice $25k profit realized after just a couple months :)thank you bnn bloomberg for pumping it during the middle of the day
>>24882648Crazy pump on this otherwise relatively low beta stock, seems like a good time to take profit.
New Snowline presentation with mind blowing economics:https://cdn.prod.website-files.com/68a4efe604ec81b5bb8528eb/6a85f4534383e785a0dfb0b8_Investor%20Presentation%20-%20Q3-2026-lr.pdf
>>24882673absolutely i was already thinking about it last week because if you look at the chart the past month it's basically been straight upyeah it's been trading at a -40% NAV discount but there will still be a chance to buy back cheaperi think it's clear that corps holding shares of another companies will always be at a discount because people can just buy the public shares directly themnselves and sp dont necesarilly value everything they hold 1:140% NAV discount is still kinda crazy but i doubt they're closing the discount overnight or even a year until they generate cash consistently themselves to buy back the shares (like with their westhaven collaborative project)will keep an eye out to buy back in when people are rotating back to ai again
>>24882776K-Nuke Those are some excellent points.
Cheap souls. I admire none of you.
>>24882823You watching that shit!
What do ya’ll think of Rachel Raygun’s(forgive my Desu) performance at the 2024 Olympic Games?Those roo’s are packing over700 lbs behind those legs! Crikey!I knew what she was getting at.Do you call them Roo’s over there?
>>24882776Yep, there's also the high G&A. But at this point their stock performance has actually been pretty good since 2020.>>24882823Can't all be from the lucky country m8. Some of us gotta make our own luck.
CRIKEY!
Wtf?? We were up big then puked hard? News?
>>24882960well the plan seems to be to turn Dundee Corp into a mine operator so the G&A is presumably for more than just managing a portfolio
>>24882648Wonderful!Please tell me what else you’re doing with my associate’s money.
called it. Right back to the resistance level
>>24883316They have had very high G&A for years already though and the Westhaven mine is still years out and I believe will be operated by Westhaven. They are spending $15M/y or whatever the number was on a few people sitting in an office looking at investment opportunities just like we do. We should start CMMG corp and give ourselves million dollar salaries.
>>24883005that was the greatest troll......from Australia.
>>24883538to be fair they have well earned those salaries. The stock has outperformed the sector
CAM ON GALD, SILVUR AND CAPPER>>24882823You are a fag.
Guess who Trump just shilled. You owe it to yourselves to watch this. It's the midterms playbook. His base will now be pumping our bags in the weeks and months ahead.https://pro.paradigmnewsletters.org/p/awn_midtermmeltdown_0626/LAWN6816/?h=true
>>24884406Jesus fucking Christ what the fuck is this garbage. No fast forward and even at 2x I never got anywhere other than arrrests starting this summer and trials during the autumn. It's fucking autumn nigger. Do Americans listen to shit like this without getting an aneurysm rupture?
>>24884741For pages like this they will usually offer you the transcript if you are about to close the tab, and the transcript content turns out to be extremely vague and trying to sell you their newsletter anyway
Talmudian af dawg shit is anathema to me
>>24882735It just keeps going upInsane
Another lovely green day, but a long way to go till I'm back at ATH.
>>24884932>>24884983WAGMI
wtf sirs we were supposed to pullback more
>>24885226no one agreed to that
>>24885226never doubt big Japan milker inspired market analysis
What a day. 3 of my 4 largest positions up over 5% each.
>>24885831Why do you like the uranium shitcos so much, instead of some nice copper and gold miners?
>>24884741He did warn it was an infomercial. I listened to it, the tl;dw is buy gold, buy miners, buy domestic security and defense stocks.
>>24885925Marimaca copper is my largest position, 5.7% up today. Gold is too bourgie for my taste. Need fundamentals of supply and consumption to drive price with certainty. Uranium shitcos gathering momentum and September hasn't even started yet. At this rate we'll be on the moon by the normal October peak.
>>24884741Man i made almost the same comment today after it someone posted it on biz
CRIKY’RINO
Muskrat the cryptokike has shut down xcancel and all the instances. How am I now going to know when to buy and sell? It's over.
>>24886619You don’t know jack! about a muskrat. Pass the dutchie, pon the left hand side. That must beproper dutchie passing form.
Oilbros it's over
>>24886619Just make an account bro
>>24886921I never said we’re back.That’s detail.Speaking of which, we haven’t moved. We are still in the same place that we have been, day after day, weeks, moths. This has to change. Otherwise it’s curtains on any future foryou in this town.
Well its been a little over 10 months since I posted about Westward Gold. Hope some of you were able to get in.Future looking very promising. Next big Nevada Carlin deposit. Don't trust me, just look at who's invested in this elephant.
>>24886836Why did oil dip big today?
>>24886979I hope you get the money big dawg you deserve a shiny new hat
>>24887116Market realized electric cars don't need gasoline
>>24886921More and more websites are forcing logins and they are all dystopian surveillance tools. Discord is unironically israeli spyware. Same with linkedin and facebook. Try to browse reddit on the phone in logged-out mode, see how long you are allowed to do it. It's just tiring, man.
>>24887255Only use 4chan and X. I have faith in muskman and hiroshima nagasaki.
>>24884406WAGMI
>>24884406>Jim Rockardssssss?? Whaaaat?Doesn't that guy have another pointless 500 pg book to write about general finance concepts?
hi. can gold dip now so i can add back i have like 1/3 of my position left now coz i wanted to try and time the top and buy the bottom again lel
>>24887998you fool
>>24887998>>24888174Leafs are funny guys
>>24885944>infomercialThere was no information the first 5 minutes or 10 or however long I put up with that retardation. Is this normal shit to watch for you fat fucks over the pond?>>24886064Seems like they think this is "normal" over there. >>24887116Russia says deal is coming. Large amounts of oil leaving the omani route. I've actually exited oil now, I'm so tired of this bullshit. Made 15% and avoided the crash in miners, have made 25% on miners since July. Still feels meh
>>24889079>Russia says deal is coming.What sort of deal?
>>24889107I don't know, one that includes opening the Hormuzzy they said. I'm bullish oil long so sitting on 50% cash, might buy back
>>24889123That would be hilarious if Iran and Russia bundled a deal together for leverage
>>24889183Russia desperately needs oil now half their refineries are on fire and the peasants are (meekly) revolting with no internet and no fuel.
>>24886979>quadrupled in two monthsthat's an impressive green dildo. Will investigate thanks for telling me. I've never heard of this company
>>24889464to be clear when the refineries are on fire you are in fact oversupplied in crude and undersupplied in crude refining capacity. They do not need oil, they need fuel.
I gambled once, for a few hundred USD. Never did it again
>>24889736They need the ships to move.
twitterwebviewer.com is a functioning xcancel alternative for now, my portfolio is safe.
Another bright green day? You're too kind.pls no jinx
Pullback bros.. get ready
Anybody else see this headline from the rocketred pumpjob VRR? They put it into copper equivalent terms but it's mostly molybdenite and tungsten, in fact there is very neglible amounts of copper at all. The stock is up 133% on the day right now. As usual the news release is filled with geological word salad that makes one's eyes glaze over. I'm thinking hard pass on this once again.
Why the fuck are we dumping
Getting real tired of hearing "smart money">>24890487Flipped that today for a quick buck, kek.
>>24890495because it is time to pull back pnain and simple>>24890532nice trade Sven
>>24890532"Smart money" is just institutional panicans
>>24890495another ai earnings call imminent. market takes a breath.
spot uranium ask hits $92/lb. grinding higher, unbothered by broad market action.
>>24890601Retarded mining speculators to watching nig vidya earnings
GSVR is perhaps the most niggerish stock I have in the portfolio. Their Q2 report dropped and their silver AISC is $71 kek. Nevertheless, I boughted the dip at $0.53. If they can fix their shit, the stock will pump massively
>>24891538>If they can fix their shitNever trust a silver mining to do this hth.
It's over.
>>24891538Kinda crazy the market cap is still 400M Canadian tho, unless they have a lot of growth built in. Running at only around 35koz Aueq per year right now at the highest AiSC in the game, not great.
>>24891538shitcos, not even once
>>24891538Their entire schtick is buying old, nearly-depleted mines and running them, of course their AISC keeps risingGlad I dumped them in December
>>24891538>>24892477They didn't name it Guano for nothing. I think you'll do great Guanobro with $100+ silver. I held this turd for 5 years until I couldn't take it any longer and dumped 2 months ago to add Snowline that's up over 60% since. I'd been wanting out of Guano for years and seeing margin-Leafbro on the ropes that day inspired me to finally rotate into the SGD dip
Unreal
Alright you guys convinced me, I am selling GSVR today.
Another bloodbath on the ASX. Boss returned to profitability, down 16%. These nigs will short anything for a quick buck.
Gotta love selling into Sauron's eye on mount doom
>>24895117that the VRR flip or what? Great timing bro
>>24895768Nah it's Unibap Space Solutions, a space industry shitco I managed to exit with 20% profit after bagholding a few months.
Spooky candle! Gold below 2400. Was this the pull back? Dident last long enough to slurp..
anyone looking at agriculture? corn, wheat etc
pullback bros..
A mixed day so far. Kazatomprom up 4.5%, very nice.
>>24896174
>>24895940just looking at MOS and NTR. Latter probably going into new highs within a year
>>24895940NTR and wheat, rice and basedbean calls for January.
>>24895940The Powers That Be conspired to make me $24 WEAT calls expire right before it broke out.
>>24896872play derivative games win derivative prizes
>>248958471 minute gold has become comical, and a lot of fun to watch. I believe we'll see $6k gold in 2027
Buy rice and beans, or be prepared to flip your stocks and physical to eat next year. It's how they're going to keep everyone with gold/exposure from making it.
>>24898019Salaryman at the BoJ got drunk on duty.
>>24898064>>24898358WAGMI
I've got 100k in powder because I have a feeling. It's telling me to wait a week. I should listen to my gut, it's always wrong. What's the bull target for snowline?
>>248985403x from here if gold goes to $8000+, but if we get bought out soon might only be like 60-100%. I would hope all of the cash raised recently is enough to keep any low bidders away.
>>24898540>I've got 100k in powder because I have a feeling. It's telling me to wait a week.The riggers often do smash gold the last trading day each month for their "London Fix" which would be Monday is the 31st, but not always. Tough to know when to pull the trigger and assays are also due >>24898540>What's the bull target for snowline?My current target is US$29/$C$40 and will increase as they add ounces to Valley, make a new discovery or gold price gets well above $5kSnowline is Kips biggest gold position and his bull target is $80-$100https://www.youtube.com/watch?v=X0-XD_03yho>>24898707Based
I've been thinking... what if max pain for everyone is actually gold and silver higher for longer here? Shorts are salivating for another plunge or are desperate to close their positions, and longs are holding back dry powder to buy the dip.We could see a move up to get everyone off side first. So a climb to $4850-$4900 gold, with silver doing a big catch up move to $80 per ounce, and it could happen fast like over the first two weeks of September.Then we get a bigger correction after FOMC and September 18th OpEx that lasts into October, correlated with a broader market sell off.
silver bros
>>24900133Higher for longer anon was right.
>>24898994>>24898707Aight. I'll join the milkers dream, but without the milkers.
Gold looking good. Alyosha on Substack says he'd like to see open interest come down a bit to signal short covering. Most new long positions are in debit. 60k new spec shorts have entered with a $4,460 average entry and about half of those are in debit, if gold sustains above that 200dma we should see some of those shorts cover and flatten the OI a tad
>>24900285The inevitable massive Snowline WAGMI will be legendary and talked about for decades, with or without massive milkers. And, with no margin, SGD dips are the comfiest I've ever experienced>>24900371Outstanding stuff, WAGMI
I just found out that cracks in the toilet are to be taken very seriously, as broken porcelain is sharper than broken glass, and will easily cut through your legs down to the bone if you take a shit on a toilet that breaks.
>>24900285>without the milkersIf you hold SGD shares, you are allowed to opt back in for milkers at any time
>Jabba The LaboucanGOT must be paying ABL in cheeseburgers
gold just keked between 4550-4630 and silver 69-71, wtf is going on. pullback bros we might still be in the game
>>24900650You don't want rust damage either.
Wtf was that?
FUCK, the jews shut down twitterwebviewer as well. I was just reading a post about Tudor Gold.Is Tudor Gold a good project?
Also slurpbros, when are we stepping in?
>>24901341on paper it should be but it's plagued by corporate headaches relating to their neighbor Seabridge and their KSM project. They have some disagreements about where proposed access tunnels can go. Also the local Indian tribes seem to have issues with Seabridge's project or something. These likely won't become mines during this cycle in my opinion. But when (if?) they do they should turn out to be really stupidly large mining operations that should be ideally consolidated under one operator. There are lower hanging, less capital intensive fruit that the majors are probably more interested in.This just in: https://www.mining.com/british-columbia-first-nation-rescinds-support-for-seabridges-ksm-gold-project/>gItXsAn huWilP
I have deployed 20% of my cash, standing by for further dips>>24901414Thank you finnbro
I love the end of the month slam.
>>24901546Pretty fucking impressive smash they pulled off today, especially in silver with Ag rising to around $80 last night in China. Kind of hope Monday isn't hammered too, but will have some powder ready
>>24901596max pain for everybody. Gold back at its 200dma. Nice and neutral.
>>24901546>>24901596We got Jackson Holed
oh nononono my bids keep getting filled
>>24901753it can be fun catching falling knives and then selling back the highest priced shares when they go green>>24901724Can we blame it on Shortfag
How can it be over already when I was just starting to believe?
>>24901919>Warsh-out
>>24901919lol get dunked on idiot
A 94.47 Billion Dollar Market Cap.
>>24902340260 Billion Total Assets.
I'm buying the red box with my income if we get there (more silver storm), and selling some GDX spreads on margin.
september 16 will be the day for pm's to either moon or dump
>>24902884Actually, maybe I'll add Homey Badger Silver. I'll have $10k to throw at something in a week.
>>24902935It's all so tiring
predictably gold is pulling back but dundee corp is still 20 cents higher than where i took profit from on monday wtfff >>24882648i mean i think i know why, it's coz the NAV discount is basically cushioning it for now and it takes weeks for a pullback regardless
BEVs from 22% of order book ultimo 2025 to 31% six months later at VW Group. Oilsisters..
Jackson hole was such a fucking headfake
Genuinely, where do you guys think we are in the cycle right now?
>>249045756
>>24904575Stage 7, fiat death.
>>24904846that also falls within the business cycle since currencies are just a unit of account
>>24904852Stage 4 then
>>249045754.
>>24896502Any thoughts on MLP.V and Banio?
>>24904035I might hate this fag more than Jerome
>>24902884Meds
>>24906761He's bad
Russian soldiers stopped another "coup" attempt in Niger around the base where all the stockpiled uranium is being held. Africa is fun.
expect the pullback in miners to resume next week boys
>>24909695It might be the last chance for no-miners to join. I am standing by with some cash from profit trimming I did earlier, will probably go all-in with that during next week.
>>24909695>>24909701Wish I had more powder, but scrounged up $2k to deploy. Also noticed airfare to Finland is 1/2 the price of Japan. Should we rotate to Finnish milkers?
>>24906761we do a little trolling haha
>>24909716>comparing airfares like a poorfagYou're not starting to doubt the WAGMI, are you anon?
>>24909811Kek, never! Our WAGMI will be massive, you can just never do too much milker due diligence
>>24909701>It might be the last chancethere's always more dips to buy, don't kid yourself
>>24911115Sure, but the next dip might be gold dropping from 5500 to 5100 or something
>>24911289Speaking of Clearwater plays kind of kicking myself for taking profits off on HWX. Quite like what OBE is doing though.
