rndnoise
@qftnoise
Finding the signal in all the noise
$MOLY CEO Ruben Shiffman deserves huge respect for Calvista Gold. Founded➡️Explorer ➡️Discovery➡️Cash-Takeover in 34months! It had to be executed fast to ride the last Gold-bull market. It's why I'm long $MOLY
Bob-Coleman News Alert 🚨
Silver Alert 1 and 1/2 years ago I made the comment about Silver possibly being on the verge of the mother of all short covering rallies (see below). I even pinned this post because I believed in my thesis and analysis. I even positioned my hedge fund to be overweight (approx…
Excellent DD on $PGE
As promised, a follow-up to last week’s “PGM Top 4” post. Let’s talk about the U.S. nickel–PGM sleeper still priced like a science project. Stillwater Critical Minerals $PGE.v $PGEZF owns a district-scale resource in Montana’s most proven mining complex. Glencore’s in. Drills…
I'm also long $PGE
There is a reason for why $PGE.V is my largest holding. I've seen a whole lot of different cases throughout the years and none have made as much sense as this one. The stars align wherever you analyze it - from macroeconomics, geopolitics, US domestic policy, State policy the…
Sold $AGAG. Their upgrade from $10m to $13 now also includes warrants, so I'm out. Still like the company but i'm out for now so adios por ahora . ca.finance.yahoo.com/news/argenta-s…
$NFE contract in limbo with PR will likely be approved imo. Lots of political posturing, but very, very few options for PR. $nfe has internal advocates who rightly understand political outcome without them near term would be a nightmare (summer doesn’t help).
Fellow $MOLY longs, this is our man at the helm 👏🏻🫡
Thank u Sr. for the reminder!, even more rewarding than the very positive public market ride in less than three years in Calvista, a company I co-founded and is very close to my heart !, was the social ingredient of the project. We gave to the "very poor" artisanal miners in…
She also presided over one of the largest fiscal consolidations in OECD history last year - 3.6ppts of GDP - despite being one of those "fiscally irresponsible" populists.
🇺🇸 Did you last see the rocket rise in $UUUU (Uranium, RE) ? $PGE - Stillwater Critical Minerals will follow suit. Juniors like $UUUU and $PGE play now an immense role for the US. It is geopolitical. China controls more than 80% of the world's critical minerals. America's…
Hey @FuzzyPandaPA $HG / $HG.C aka HydroGraph Clean Power Inc might be one to look at. And @BambroughKevin seems to have built a state of the art red-flag factory
I have a feeling this thread by @BambroughKevin is going to be deleted so posting the screen grab. That or shills are going to try and hide it
Dear @GavMcCracken I would love to have you and your best friend join me on a podcast and discuss the work of the esteemed Dr. Chris Sorenson. youtu.be/oLxQI8RCXjc?si… Name your best friend. Please so he can be remembered. Make him famous!
Trump visit the offices of the BIS next
Federal Reserve staff led reporters on a tour of the $2.5 billion renovation of the central bank’s headquarters, hours before President Donald Trump is set to visit the project he and his allies have slammed as wasteful and extravagant. bloomberg.com/news/articles/…
The US & UK don't get disparaged as 'Hoard'ing theirs and other nations gold. Serbia get your gold while you still can
Serbia Will Hoard All Its Gold at Home, Shunning Global Hubs bloomberg.com/news/articles/…
The PR / $NFE roller coaster : scream if you wanna-go-faster
elnuevodia.com/noticias/local…
My Quant
too many new followers recently. you will all be disappointed in your choices in life
A thread worth reading?🧵 $MOLY.TO $MOLY.NE $MOLY There's a reason people say "A mine is a hole in the ground with a liar on top" - Mark Twain. Whether misattributed or truly spoken by Mark, we don't know. But we can look at CEOs of mining companies and find out wtf is going on
Platinum going exponential. Long $PGE.V , $AIR.V
Platinum EFP spread increases approximately 38% from yesterday. At the same time, abrdn Physical Platinum Shares ETF is showing ZERO shares available to borrow and the highest borrowing fee of the year.
$APM is my largest and most profitable position for very good reason and it still had another 2x to go based on fundamentals I rode $LEU to $208, 36hrs ago it looked to some like a sold early, when it touched $256, now it's $209 and falling. Just saying, I use the sell button
Given that you've messed up $APM.TO, I don't trust any of your other NPV10 calculations in this chart. $APM.TO is extremely sensitive to gold price movements. They will mine 250k more oz gold by end of 2029. Also their silver mine provides +100mil USD baseline FCF/yr until 2035