/CMMG/ Commodities, Macro, and Mining General

[Anonymous No.50743364]

Commodities include
>Precious metals
Gold, Silver, Platinum group metals
>Energy
Oil, Natural Gas, Uranium, Coal
>Base Metals
Copper, Iron ore, Nickel, Lithium, Cobalt, Zinc, Lead
>Others
Water, Agricultural, Salt

More information for each commodity
https://pastebin.com/tduUv8Ny
Calculators for DD
https://pastebin.com/TsRtpKHs
Steer Clear List
https://pastebin.com/V571vwse
News Sources
https://pastebin.com/bQFESpBL

>Youtube channels to follow
Palisade Gold Radio, Mining Stocks Education, Sprott Money, Goldsilver pros (Rob Kientz), Finding Value Finance, Gregory Mannarino, Peter Schiff, Macro Voices, Crux Investor
>Canadian junior press releases
https://twitter.com/JrMiningNetwork
>Newsfeed
https://twitter.com/zerohedge

>What is Austrian economics?
https://mises.org/what-austrian-economics
>Austrian economics books
What has government done to our money (Rothbard), The mystery of banking (Rothbard), and Profit & Loss (Mises)

Previous: >>50699529

[Anonymous No.50743449]

So the new mgmt in my company fired the CEO and brought in a new CEO, that was actually the old CEO from 2014-18. Some clips here
https://twitter.com/PeterNBell/status/1555295634717978624
New CEO emphasizes how the large shareholder that took control has pledged to fund the company to a production decision (FS and permits and some more drilling). Which is part of the reason I like it, because they were offering to raise money at above the market price in June. Apparently the group operates two narrow vein UG mines themselves, like this one, and is building a third.
1.1Moz resource at 13 g/t, $20M mkt cap. Seems like some good upside here.

[PAN MAN No.50743514]

>>50743364
Thank you baker!
https://www.mining.com/glencore-profit-more-than-doubles-thanks-to-soaring-coal/

[Anonymous No.50743539]

>>50743449
>2 female directors
>one is a dyke with green hair
No thanks

[Anonymous No.50743616]

>>50743539
Yeah that put me off as well, but decided to go in anyway as it's more of a promotional and development story. Probably wouldn't have bought a miner with a board like that. Also it's a fund out of Dubai that appointed the new directors, I have a hard time believing they are big SJWs.

[Anonymous No.50743626]

i am never buying a junior again

[Anonymous No.50743681]

>>50743626
Were you Mr. Hands'ed by the horse?

[Anonymous No.50743749]

>>50743626
>>50743681

[Anonymous No.50743790]

Am I the only one still stupid enough to hold Bayhorse?

[Anonymous No.50743855]

>>50743749
Graeme bulked up nicely in Thailand.
>>50743790
There's probably a lot. I think earlier this year, couple of months ago someone made a poll and a surprising number of people were still invested in Bayhorse. They are probably just too depressed to come here.

[Anonymous No.50744104]

>>50743626
Same, except because once I've made it I'll never need to invest in juniors ever again.

[Anonymous No.50744535]

>was up 34% on my oil ETF about 2 months ago
>construction wagie so only time I can check is on my phone at lunch
>WTI is now 87.9

Bros.....how low is it going to go? I would have walked away with 5k in comfy profits now I am in the red.

[Anonymous No.50744673]

>>50744535
It can go much lower. We are headed into a recession and they can't print like they did after covid and in 08 due to high inflation. I think economy is going to be shitty for a long time.

[Anonymous No.50744683]

>>50743364

[Anonymous No.50744707]

>>50743364
Anyone else going to be at the GSA annual meeting/

[Anonymous No.50744743]

>>50744673

Surely a lot of it is due to the Taiwan situtation, regional lockdowns in China etc and a predicted decrease in usage that may not be correct? M-maybe it will bounce back up to about a 100 and I know the US has been releasing a ton of the strategic reserve. I have 12.5k CAD in this ETF and I will KMS if it dumps down to like 50-60 a barrel or lower. At that point I will simply not open the app or log into my account on my computer for a couple years until it pumps again or simply accept my fate and average down buying like 500 CAD in shares every pay cheque to average down to something better for the next pump.

[Anonymous No.50744807]

>>50744743
Bro sell and invest in something safe, or a gold company I'd you want to gamble. Oil is shit. 50 years worth of oil reserves and we have already begun the transition to renewables. Can OPEC manage to squeeze the market for some pumps here or there? Possible, but it's a complete gamble. Long term oil market is bearish.

[Anonymous No.50744843]

>>50744807

After todays absolute dump, tomorrow is going to be awful everyone will sell and I might look retarded taking like a 1k-2k loss if not worse if it normalizes next week again like it has been the past month or so. It's never dipped this low but, maybe next week it will hit even lower idk. Will wipe out a lot of my gains taking a hit on this as I already am bag holding Unity stocks really badly as well. I don't know man, I really hate selling at a loss but it could get a lot worse.

[Anonymous No.50744874]

>>50743790
>Am I the only one still stupid enough to hold Bayhorse?
They only have approval for minimal mining, less than 5,000 cy annually. Their application for a full mining permit is not complete and has gone cold because they have not responded to the notice the application is not complete. Considering all the lies by the company, all the admitted fraud to pump the stock you saw here, and also on other sites, the lack of any silver production, the lack of any revenue, the poor drilling results, why would the company move forward with expensive mining operations if it can't make any money mining (never mind the stock dilution to fund the lady boy life style). Look at your losses, consider harvesting the loss for taxes and what else you might invest in. You could also sit and wait for the price to drop further and the company go bankrupt and lose everything. A lot of the big shots here invested between 50 and 100 dollars, or everything they had. The pumpers are still here trying to pump it every thread, there a several pajeet youtube channels trying to pump it, so they are still trying. You can always wait for a new group of sucker to start buying and sell to them to try to limit losses if the company does not go BK first.

[Anonymous No.50744915]

>>50744843
Yeah well short term is impossible to predict, you could wait a bit and hope for a bounce and the sell when you break even. Longer term I obv dont like the sector but I know most people here disagree with me so. On principal it's a bad mindset not wanting to sell just because something is in the red, but ofc you shouldn't sell anything either just because it's in the red.

[Anonymous No.50744967]

>>50744915

If anything it's taught me to just sell when comfy in the green. It's hard being a wagie as I wake up early and get home late so the only time I can really put in a trade or check the market is at lunch for the most part. Next time I am just going to take my profits and move on to the next thing. I don't know what to do tomorrow, I might wake up early and put in a sell order at something pretty low just to protect myself if it completely dumps during the day and if it doesn't hang on to it for a bit longer.

[Anonymous No.50745020]

>>50744967
A stop loss might be the way to go. I hope you manage to close it at a decent price so you dont lose your hard earned wagie bux.

[Anonymous No.50745117]

>>50744535
I told you guys at the top to pull out.

[Anonymous No.50745249]

>>50743790
Let's find out
https://strawpoll.com/polls/kogjvQWM1g6

[Anonymous No.50745311]

Atlas news today, the coming spinout Fischell’s Brook has a yuge deposit, also Atlas feasibility study "proving to be everything they thought it was"

https://ceo.ca/@globenewswire/fischells-brook-salt-unit-interpreted-to-extend-to

https://www.youtube.com/watch?v=1-3JUZuRYM4

ceo chat delirium, now talking $76 a share Atlas and explosion at open tomorrow

https://ceo.ca/salt

wagmi Salt bros

[Anonymous No.50745351]

>>50745249
What do I pick if I'm invested in all?

[Anonymous No.50745404]

>>50745351
Even lean hogs? Just go with the one you have the most money in.

[Anonymous No.50745427]

>>50745404
>Even lean hogs?
Something like that

[Anonymous No.50745428]

>>50745311
Everyone is waiting for these catalysts, price is going to tank after I'm calling it now.

[Anonymous No.50745763]

>>50745311
>ceo chat delirium

The stock is amazing with absolutely retarded potential, but people are getting a bit too euphoric for my liking and that's never a good sign.
I think we're going to see a massive green candle at open and maybe it stays there for a while, then we're going to do a proper pullback and a consolidation before we resume a steady uptrend.

Also something interesting I noticed today.
Someone had a really big ass wall in Vulcan today preventing it from going up. It was something like 700k shares I think.
There's some fuckery going on with the bigger boys.
If that big wall appears there tomorrow and let's say it gets eaten up as Atlas rockets upwards, for me that's a signal of the big guys getting out for a pullback that they're going to gobble up at lower prices.
Either that or some big Vulcan holders are going to switch to Salt for the free upcoming shares, but my money is on the stock retracing shortly after the news.

[Anonymous No.50745854]

>>50745117
Isn't oil going to go back up relatively soon regardless? Once they run out of reserve, we are right where we started.

[Anonymous No.50745990]

>>50745854
every week another mothballed old well in the US comes back online

[Anonymous No.50746030]

>>50745763
That seems highly logical pointy-eared fren. I'd happily take $10-$15 Atlas and $3-$5 Vulcan in a year or two. I think that's possible

[Anonymous No.50746214]

Wow, this is bullish, over 600,000 views on this video that just came out today. Safe to say the Atlas story is getting out

https://www.youtube.com/watch?v=K3RyQjf8KbU

[Anonymous No.50746657]

>>50746214
600k views, 11 likes, 2 comments

Something's not right there

[PAN MAN No.50746709]

>>50745311
fantastic news!

[Anonymous No.50746755]

>>50746657
that is unusual, maybe there are several retard autists from ceo.ca that play it over and over

[PAN MAN No.50746785]

>>50746755
>>50746657
theres no way they botted that right? could it be views from multiple viewing places? Thats odd

[Anonymous No.50746929]

>>50746785
100% botted. Very weird that they would do that, and especially going for such a high amount that just screams fake. Crux investor does it too on youtube but he only bots a couple thousand views. A bit of a red flag perhaps.

[Anonymous No.50746938]

>>50746785
I guess the twitter link and ceo.ca link could bring in a lot of views, but you'd think likes and comments would be higher. I haven't looked at stockwatch to see how much interest there is in Atlas there

[Anonymous No.50746966]

I've never bought a commodity before.
Should I start ?
What should I start with?
How do I start?
Am I too late?

[Anonymous No.50746971]

>>50746966
Yes
No
No
Yes

[Anonymous No.50747027]

>>50746966
VULMF (aka Vulcan muff) can't lose

[Anonymous No.50747220]

>>50746966
Bullets
Beans
Bullion

[Anonymous No.50747235]

>>50743514
Ah I was wondering when someone would bring this up, great insights into one of the biggest metals and coal producers..

They exceeded street expectations on both top and bottom lines, their coal component being especially profitable, 11c special dividend, $3B buyback program, flush with cash. GLENCY looking good moving here! Just wish I put more money into big players like them instead of $10m juniors kek

[Anonymous No.50747246]

>>50746929
>Crux investor
100% pay-for-play posing as DD

[Anonymous No.50747310]

>>50744874
details on notice that the application is not complete
source it faggot.

[Anonymous No.50747470]

>>50747246
Crux is on my shit-list, very deceptive, won't watch anymore

[Anonymous No.50747617]

Very nice uptrend for GSVR since the lows, I think it’s one of the better performances of a predominant silver miner in the entire junior sector

[Anonymous No.50747787]

>>50747617
Coming back strong! Can't wait until silver gets on a roll

[PAN MAN No.50747865]

>>50747235
coal is on a serious rip too lately due to energy scares, even Met coal was higher than expected I think. I wonder if TECK is kicking themselves for selling out their albertan coal fields.

[Anonymous No.50748131]

>>50746785
>theres no way they botted that right
of course they can bot it

[Anonymous No.50748213]

https://www.investorschronicle.co.uk/news/2022/08/04/centamin-beats-on-profits-despite-cost-hikes/

[Anonymous No.50748215]

Vimy finished merging with Deep Yellow, I'm going to round up my share count to a nicer number next week

[PAN MAN No.50748439]

>>50748131
its just not something you see often, or at least i havent seen it done much but makes sense if you want fast traction. Bullshit but it probably works.

[Anonymous No.50748485]

Anyone ever invest in shell companies before? Assume its a legitimate SPAC one and not a tax fraud

[Anonymous No.50748566]

>>50748131
Can any tech-savvy tard bot a youtube video like a ceo.ca knucklehead? Looking through some Atlas videos on youtube the video views vary quite a bit. Some are pretty low. If this vid got botted I don't think Atlas did it, maybe an overzealous shareholder who thinks he's helping

[Anonymous No.50748746]

>>50748485
Just don't let them rope you into ten bucks a share out of the gate. Off half that or less
Bout tree fiddy

[Anonymous No.50749069]

>>50748746
It was VYGG, saw some option volume and what I assume to be a low price... IV was reported at 3.5% for ATM sept exp with 800 vol vs 800 OI.

[Anonymous No.50749188]

>>50747617
>>50747787
>back to being up 100%
Feelsgood in this garbage sentiment period

[Anonymous No.50749257]

>>50743790
I still hold my 20k shares. As i said, i will hold until it either moon or go bust. That was my promise to based smal caps anon. I will consider selling half only at 50+$ Silver.

>>50747470
Depends of the company honestly, i like their questions.

[Anonymous No.50750277]

>>50748566
These are extremely unreasonable numbers for a mining company. Just look how many views Crescat for example gets on their videos, and they cover a shitload of companies and have pretty well respected macro guys presenting (Tavi Costa). And look, they have 258 subs, which is something I'd expect

[Anonymous No.50750298]

Great Panther results
>All-in-sustaining-costs ("AISC")2, excluding corporate G&A, of $3,080 per gold ounce sold compared with $2,214 for the same period in 2021
Anyone still wondering why the miners are in the bin

[Anonymous No.50750476]

>>50750277
It's unusual, but Atlas has been on fire. The #2 hottest TSXV stock with the largest price gain (by dollar value) in past 3 months. I really don't know what to make of all the video views. Dudes on ceo.ca are now saying Atlas will go up 30%+ Friday, kek

[Anonymous No.50750616]

>>50744535
>how low is it going to go?
Gary Savage says that we're going to test $85. Whether that means we'll break through it and go lower we'll have to see, but I still remain bullish longterm on oil but then again I sold in June.

I think the guy who is advising you to sell is the same green energy pusher from last thread. I'm not saying don't sell, I don't know how low we'll go even if I think we're going to $200 eventually, but read the last thread and evaluate if you also think that green energy is the future (le fucking mao) and that oil is going to average $60 for the rest of the decade because of government subsidised solar panels.

[Anonymous No.50751167]

>>50747470
>Crux
they're questions are better than most, but i think we all need to come to grips with the fact that the entire junior mining space is 100% pay-for-play. if they didnt advertise, no one would even know they exist

[Anonymous No.50752393]

Jobs beat https://www.zerohedge.com/markets/july-payrolls-smash-expectations-soaring-528k-wages-come-red-hot
Fed got away with it all. Turns out you CAN have your cake and eat it too.

[Anonymous No.50752726]

>>50750476
Bro, 600k of the 600.7k views are fake, clearly. 5 hours after the vid was posted it had 600.5k, 10 hours later it has 600.7k. But in the last hour two new videos are posted that somehow got 100k views lol.
I've seen 1000 of these promotional videos from different companies and it doesn't matter how hot the stock is or big the company is, they never come even close to these numbers. 700 views is exactly what you would expect however.

[Anonymous No.50752791]

>>50752393
>Fed got away with it all
I think that's a bit premature to conclude. But that number was certainly unexpected. Huge dollar rally and gold (in dollars) is dumping of course. Could be in for another 75 bps next meeting.

[Anonymous No.50752854]

https://www.mining.com/ev-sales-expected-to-surpass-2021s-figures-despite-supply-chain-disruptions-report/

[Anonymous No.50753154]

>>50752393
What will this mean for the next rate hike? They gonna triple down? 150bps?

[PAN MAN No.50753473]

https://www.mining.com/web/copper-worth-nearly-half-a-billion-dollars-goes-missing-in-china/

wonder where that copper went, or if it ever existed at all?

[Anonymous No.50753676]

>>50753473
That much isn't just going to go missing. 99.99% it never existed.

[Anonymous No.50753724]

>>50753473
lmao
Such is the fate of all commodity reserves and storage over the next few years. Supply is infinite until you actually need it then it gets "stolen"

[Anonymous No.50753974]

Just bought 1000 Snowline on the dip

[Anonymous No.50754843]

i might have got banned

[Anonymous No.50755020]

[Anonymous No.50755248]

>>50744535
Recession is historically a good indicator that oil prices will come down.

[Anonymous No.50755332]

new ath today?

[Anonymous No.50755960]

>>50755332
Vulcan up 10% and SALT up 13%.. I’m hoping anons were attentive over the last few months of the DD that was posted here time and time again. Could be one of the best stories of the whole cycle, and they actually have good management unlike most of the juniors

[Anonymous No.50756564]

>>50743514
Is Hallador Energy/Sunrise Coal a good buy?

[Anonymous No.50756601]

>>50755960
based, and Vulcan is still seriously undervalued just going by all the Atlas shares they hold with a lot of catching up to do to come

[Anonymous No.50756699]

>>50755332
Without a doubt.
Though I'm still seeing the big sells in there every now and then.
I'm leaning towards the idea that the bigger holders want to rotate into salt, rather than trying to get out of Vulcan and buying back in cheaper.
I'm actually going to rotate my Vulcan into Salt even if Vulcan is more leveraged. I want the free shares and I have a feeling Atlas might accelerate away from Vulcan as that date draws closer.
Even sold most of my Uranium into Salt. Only holding one uranium company for now.
I'd rather rebuild my U positions in the coming months than try to catch the Salt rocket. Especially since the uranium stocks still follow the greater markets closely, where as these two don't give a shit about what the Fed is doing with the markets.

[Anonymous No.50756914]

>>50756699
>Salt rocket
checked

[Anonymous No.50756946]

>>50745990
Nah I disagree, oil is still going to be in huge demand.

[Anonymous No.50756995]

>>50744535
Oil is a fickle game. Ive heard sensible traders talking about under 75 in 12 months. Who knows wtf is going on. Personally i think the main gains have been made for a while

[Anonymous No.50757261]

I get to keep both testicles, Vulcan more than doubled in about 2 months

[Anonymous No.50757347]

>>50743364
MUX McEwen mining, are they done lads or should I long another stake

[Anonymous No.50758691]

>>50757347
Should have sold at $10+ earlier, they have been losing a lot of money for a long time. Their precious metals mines seems to be nearly worthless, they are just bleeding money every year. Then they have 81% of that copper asset in Argentina. Grade isn't particularly high, not sure about the strip ratio, it's very big though so if copper is bullish the project might be valuable although Argentina is a shitshow. I'm not personally particularly bullish copper though. I would sell, but can't feel good if you've held through the recent massive selloff. If you're bullish copper it may make sense to wait untill I assume at some point you will get some shares in Mc Ewen Copper when they do an IPO (assuming that will happen).

[Anonymous No.50758968]

A little snapshot from the latest Israel- Gaza hostilities highlight the need for energy security in an age where conflicts are levered by simply turning off the power/materials supply to offending nations

[Anonymous No.50759582]

It's over, the anon that visited the site escaped and blew the whistle on the goings on
https://ceo.ca/@newsfile/bayhorse-silver-responds-to-underground-sex-dungeon-allegations

[Anonymous No.50759666]

>>50759582
>its real
LMFAO WHAT THE FUCK EVEN

[Anonymous No.50760423]

What hours of the day might I trade milker futures?

[Anonymous No.50760436]

WARNING going around over at ceo.ca regarding Atlas Salt, owning shares in Atlas can cause priapism

[Anonymous No.50760517]

horse bros, i lost my life savings again...

[Anonymous No.50760525]

>>50760423
she might know

[Anonymous No.50760879]

>>50760423
Are you looking to trade japanese milkers or domestic?

>>50760525
Not to get too political here, but this whore is a traiterous rat and should not be trusted.
Threw "her" own party under the bus at the first sign of trouble, assuming she wasn't a traitor all along.

[Anonymous No.50760883]

>>50760436

By the looks of it the stock itself has contracted a terminal case of it.
I wonder when there's going to be the first serious pullback, because it's just not happening at these levels. I bet we'll have to wait until the good news and feasibility studies are out of the way before we start seeing people being willing to take any real profits. Might be 2x or even more from here until we're at that point.
The long term percentages are getting pretty insane. I have a feeling this is going to outdo Paladin by a good margin. Paladin did something like 98000% during the last Uranium run, but Atlas is already sitting at +11000% over the last 5 years.
Since their resource just keeps on growing every time they look into it, there's really no telling what the buyout price could even be.
And even if there isn't a buyout, this would be one of those turbo boomer stocks you could just hold for your entire life and just enjoy all of the divvies they give out. Their resource is basically eternal at this point and the salt production probably scales insanely well.
It would just produce forever and crank out a steady dividend.

On another note it sounds like we have to hold Atlas shares before the end of September in order to qualify for the triple point shares.
And that's another interesting stock, because they want to turn it into some kind of a hydrogen and wind energy storage thing. That might very well end up a very lucrative thing over long term.

[Anonymous No.50761089]

>>50756699
>>50760879
>>50760883
Boom!

WAGMI

[Anonymous No.50761663]

>>50754843
110?

[Anonymous No.50761908]

https://www.lewrockwell.com/2022/08/joseph-salerno/rothbard-vs-the-religion-of-progressivism/

[Anonymous No.50761917]

>>50760525
>>50760879
>affiliated with pragerU Jews
She’s apart of globohomo

[Anonymous No.50761979]

>>50760879
>>50761917
Rundown?

[Anonymous No.50762097]

why is this board so fast now

[Anonymous No.50762140]

>MARKET IS CLOSED (Will open in 47 hrs. 55 mins.)

[Anonymous No.50763469]

>>50762140
I love the weekend but hate the no-market days..

>>50761979
Was in FvD which are /ourguys/ in the Netherlands. They were starting to become somewhat of a political threat before a scandal was manufactured. A combination of some edgy group convos by the youth and a "leaked" internal letter complaining about radicalisation (regarding the covid "conspiracies") and supposed anti-semitism by the head of the party.
Eva was very quick to throw them under the bus and bail.
Funny to see her "fighting the system" now.

[Anonymous No.50763504]

Anyone got an explanation as to why all the reddit meme shit pumped today?

[Anonymous No.50763546]

I've been shitting on goldbugs and bayhorse forever but now I'm doing a 180 and thinking about allocating like 400k to gold stocks.

What are some good gold mining stocks? No Newmont and no juniors please. It would be preferable to get some miners with recent large insider buying or do I just stick with streamers?

[Anonymous No.50763915]

>>50763546
If you don't want newmont or juniors your options are streamers or mid tier producers.

[Anonymous No.50763973]

>>50763915
So SAND, MTA and WPM? That it?

/smg/ had that hedge fund anon who leaked covid two months before it started and GME and bunch of really good picks plus the oil train. The result of the collective power of concentrated autism.

I was wondering if this is /cmmg/'s time to shine this time. So that's just it buy the streamers?

[Anonymous No.50764030]

>>50763546
What made you change your mind?
On the stocks I'd say Alamos Gold if you want something more safe and Kinross for more leverage. I also think Seabridge is going to finally find a partner within the next 18 months. With a deal to start the construction process they should easily be worth double or more.

[Anonymous No.50764050]

>>50763973
Streamers/royalty companies are very highly valued. If gold does well I'm sure you'll make a profit and they are safe, but if you're looking for to multiply your capital go with miners. Some of their stocks did well in the past but there is intense competition for deals now and they are much higher valued than they were back then.

[Anonymous No.50764062]

>>50764030
Gold has been shat on for what seems like forever. Like literally forever.
It has done nearly nothing in the two most inflationary years we've had since the 70s.

Dollar is going to go down. There' just a lot of misery in this sector and I feed off of it like some kind of jewish parasite.

>>50764050
Are there any miners with recent heavy insider purchases as they've capitulated in the last week?

[Anonymous No.50764079]

>>50764062
>It has done nearly nothing in the two most inflationary years we've had since the 70s.

I actually think gold's gone down a little bit since the start of 2020's mega printing session. Feels like it.

Anyways period of global instability, dollar is going to go down, also feels like central banks will fuck up no matter what they do so it's probably okay to put some money into gold. I'm not married to the asset btw, I still think goldbugs are morons.

[Anonymous No.50764086]

>>50764062
I don't think insiders really buy much at the bigger companies, then you'd have to go with juniors.

[Anonymous No.50764121]

>>50763546
I have BTG and AUY, but now prefer to buy stuff like Eskay, New Found, Snowline, Goliath

[Anonymous No.50764153]

>>50764086
Why is that? Oil companies do that all the time and it makes a lot easier. It drastically cuts down on the amount of DD you need to do in the insider buys in size and the company doesn't dilute shares.

[Anonymous No.50764240]

>>50764079
>I still think goldbugs are morons.
I'm probably offending people so I'll walk this back. To clarify in the very very long term I think the goldbugs are right but imo we still have at least a decade and a half of clown world shit to go through.
Being too early is the same as being wrong.

[Anonymous No.50764242]

>>50763504
>Anyone got an explanation as to why all the reddit meme shit pumped today?

all stocks with high short interest = short squeeze. retail traders making moves

[Anonymous No.50764599]

>>50764153
These are volatile companies so I suppose their stock options provide enough thrill for them. But check for yourself, it's not something I've studied much.

[Anonymous No.50764803]

Hello frens,
Why is Gazprom undergoing corporate action? Is it getting liquidated for no reason?

[Anonymous No.50764847]

>>50764062
Why would insider purchases equal capitulation? A way to pump the share price?

>>50763546
>>50763973
What's SAND?

[Anonymous No.50764891]

Scottie bros...

[Anonymous No.50764905]

>>50763546
Sounds like you need a royalty company, which is a pretty safe bet compared to the dilution kings aka junior mining space

[Anonymous No.50764933]

>>50764891
Nice, hey PAN MAN what’s your take on Scottie recent progress?

[Anonymous No.50765002]

Turkish Lira can get fucked.

[Anonymous No.50765060]

>>50764933
Not the PanBro, but Scottie had a 400 g-m hole previously at Blueberry, this could be a great drill season

[Anonymous No.50765113]

>>50765002
Hmm central banks clamouring for more gold in their reserves. And yet most investors are enamoured by dog coins and state our affinity for gold/silver is fringe and not feasible versus other investment classes..

[Anonymous No.50765179]

https://twitter.com/UraniumEnergy/status/1555663714610733056

UEC to buy UEX

[Anonymous No.50765206]

>>50765060
I was invested in SCOT for a few years but sold most at .25 a while back, attractive here! Did a bit of quick CEO diggin, they only have had access to the mine for around a month now, damn. And they went right for the shovels into Blueberry with some nice showings.

@vaughn (think I know this guy from BHS boards) says he came across an insider info package at the recent PDAC hosted in Toronto, I saved a few images to share here.

[Anonymous No.50765214]

>>50765206
More

[Anonymous No.50765242]

>>50765206
Fuck, I swear every report on every junior is like “omg property only 5% explored, 10% explored!!” Like yea these are generally tiny companies that half the time are in inhospitable or remote terrains, have funding issues or are waiting for assay results. Water is also wet

[Anonymous No.50765312]

>>50765206
>>50765214
good stuff, I think Scottie can go a lot higher than .35 with a gold breakout

[Anonymous No.50765424]

>>50764905
Is /cmmg/ big on junior minors like they're some kind of lottery tickets? How is this different from reddit pumping chink metaverse garbage or bankruptcies (with the exception of hertz since it actually worked out)

Some of these things have like no volume or float. Why not just focus on majors that have the capital to survive a downturn and can buy other failing mines at a discount ?

[Anonymous No.50765688]

>>50743364
Is there a case for investing in silicon? I don't hear it mentioned with other commodities, but from a brief look silica sand is used in manufacturing glass, automotives, microelectronics, water filtration, etc.

[Anonymous No.50765972]

>>50765688
There are two classes of sand: desert and coastal.
Desert particles are very round and uniform. They can be used for construction, but are not ideal. Instead they are commonly used for fracking, glass, and semiconductors.
Coastal sand is a key component for cement and concrete and is slightly harder to get than desert sand. Both are finite.

As for tickers, I have HCMLY and some anons have SLCA

[Anonymous No.50765973]

>>50765424
You're right, most of them are lottery tickets except that we delude ourselves into thinking that there are factors behind them that makes it more than just pure chance that we'll strike it rich
It's not majors vs juniors though, it's producers vs explorers

[Anonymous No.50766003]

>>50765424
Your second paragraph is sound, so I’ll leave to another anon but your initial question, what makes juniors different from dogcoins, ATMD etc.

Well for me it’s the fact these juniors own properties and have actual resources. Yes the properties require permitting and continual operating to continue to be legal mining ventures (which in turn weighs down on company finances/ project timelines somewhat). They have to pay for increasing labour costs, machinery procurement/ maintenance, increased cost of debt, all of which can be detrimental from a retail investor POV (dilution).

But we look historically at outsized gains that can be had, like investing $1500 in Coeur Mines in 1965 turned into like $2 million within like 7 years (could find the 60s bullrun chart so I’ve picreled the 90s bullrun). So we have a lot more leverage and potential outsized gains to be had, albeit with a ton of risk if you get in at the wrong time.

It’s a minefield, you can have a great property, but shitty management or vice versa. Local Indians could randomly show up to camps and fuck shit up or go on a wider scale protest (see: Coastal Gaslink pipeline).

So there are similar risks between Reddit/crypto and junior mines, like changing interest rates affecting net present vale and other metrics (Stocks and mining) or dilution and shady management (crypto and mining), but at the end of the day, juniors have property and resources, and having Explorers/ producers of finite goods as a part of your portfolio seems like a good idea in a secular inflationary environment if you ask me. I don’t mind being a contrarian if it means I can avoid Solana/WeWork shit and hit on mining companies before Cannacord or whoever pumps these bags later on.

[Anonymous No.50766096]

>>50766003
I'm just looking for steady gains every year instead of home runs. I really don't get the mentality where everyone is looking for a slam dunk home run where you multiply your capital by 1000x. That shit can happen but it's not reliable.

14% a year is fine as long as you never lose capital.

[Anonymous No.50766134]

>>50766096
I like optionable companies with divvies, then you can write calls all day

[Anonymous No.50766260]

>>50766096
Buy Atlas, Vulcan and Snowline, make 10-20x in the next 1-2 years

[Anonymous No.50766312]

>>50766096

It comes down to how much money you have to invest.
People here generally speaking won't do a damn thing with something doing 2-4x, because most people aren't playing with 6 or even 5 figures.
Unless you dump your entire portfolio into a major, it's not a very attractive thing for most folks.
That's why you see people go after things that have 10-100x potential rather than something that does 10-20% a year, which would really be a viable thing if you had +200k in the markets.

That being said do what anon above me suggested. Buy Atlas/Vulcan and just sit on it.
Atlas is either going to do 10-20x quickly due to a buyout, or they'll turn into an eternal mine that does over longer period 10-20x and just cranks out divvies for as long as you're alive.

[Anonymous No.50766379]

>>50746214
LMFAO>>50748566
We are evolving.

[Anonymous No.50766388]

>>50766312
What are the odds that cucknada does some bs with environment protection or something

[PAN MAN No.50766441]

>>50756564
i am not up on the different coal projects right now but i can have a look if you want!
>>50753676
>>50753724
yea theres no chance that copper concentrate existed, they just bullshitted the numbers and got caught.

[Anonymous No.50766508]

>>50766388
Not that I know a damn thing about it, but I'd believe pretty low at this point.
Considering the fact that the state wants to start building wind and hydrogen energy production over there, I have a feeling the region isn't going to be under any tight greenie scrutiny since it has that positive pro environmental spin to it by default.
Atlas has their resource right next to the shore and they're only digging stuff up, so the chances of they won't be deforesting anything or doing any radical environmental damage.
They'll just build a slope and dig the salt out and then conveyor belt it to the ships.
If they were an oil refinery I'd be afraid of the environmental side cucking the entire project at any point.

[PAN MAN No.50766512]

>>50764891
>>50764933
iam expecting them to have some fantastic results from past areas but i dont know what the step out results will be like. It could be bonanza or nothing, the stuff I looked at years ago on the ground were wider bands of quartz stockworks with interceptions of sulfides in big blebs, or eyes in the rock as well as some wider more normal sulfide segments scattered about. I ll check out their latest results shortly i ve been working all day.
>>50765206
That makes sense at blueberry because its right on surface and right on the main road, its been a gassun that geos have pondered for decades but was only more recently drilled. As for access yes the Scottie Gold mine site is only snow free 4 months of the year, the higher targets probably are only exposed for 2 months before snow starts reappearing. Thats not as much of an issue though as their main property is on the old Granduc Road which can and is plowed for part of the winter.

[PAN MAN No.50766743]

>>50766512
fuck i should mention, from the surface, Blueberry doesnt actually look all that interesting. Its extremely weathered sulfides and oxidized local host rock, but there are chunks or material that just peak your interest. Bits of pyrite etc that make you think to look a bit harder. Its one of a number of targets that pop up on the Granduc Road that people have looked at for years but either passed over or looked at but got distracted by better material.

[Anonymous No.50767028]

>>50766260
Can you explain why Vulcan and Atlas have run up so much and why you think they're undervalued?

[Anonymous No.50768375]

>>50767028
Who's cooking without salt?

[Anonymous No.50768401]

>>50766312
this guy completely get it. The size of your portfolio is the biggest reason you'll invest in junior or not.

>>50766003
this guy also is right. However, I would like to point out that Major and Junior both go down. Put Newmont and Impact Silver on the same chart and they're both 50% down. Why not take a bit more risk for 5x more upside.

>>50766388
no country is safe. Canada is amongst the best juridiction though.

>>50765424
>How is this different from reddit pumping chink metaverse garbage or bankruptcies
No need to pump anything when normie come in our sector, that's the difference. I can just buy the miner and sooner or later, people will pay hefty price for it. The only difference stock picking does is you avoid bankrupt, dillution and downside/upside. They all go down in a bad sentiment market, and go up in a bullmarket.

[Anonymous No.50768453]

>>50760879
you beat me to it

[Anonymous No.50768741]

>>50765424
Majors generally don't buy failing mines, they only want low cost projects.
I buy juniors because they can be much cheaper than majors. Newmont and barrick trade at 15+ p/e with 15 year mine life. If gold does well you're going to profit but they're actually pretty highly valued. There are a thousand junior companies and if you have the time and skills this is where you can really gain an edge as big money dont even look at small companies with poor liquidity. Just as an example on leverage achievable, with the majors you will pay like $5000-$8000 per gold ounce produced per year. You can find juniors valued <$1000 giving you extreme leverage and upside potential.
But as you seem to be acutely aware of, many juniors are poorly run and just shitty investments, so it's a difficult market that honestly most people should probably just stay away from. Most companies trading at <$1000/oz produced for example I think are terrible investments that probably will go bankrupt, but theres one I really like that could easily be a 10 bagger in a bull market and may even to very well without gold going up (not saying the name though as I haven't bought yet hehe).

[Anonymous No.50768760]

hummm

[Anonymous No.50768862]

>>50767028
Just look into the companies lmao
like google it lol
Or just lurk moar instead of asking to be spoonfed DD.

There's literally Atlas and Vulcan discussion and DD and videos post ITT, and the previous one.

A lot of newfags today it seems so here's some advice; lurk more and read the damn thread.

[Anonymous No.50768980]

>>50763546
Unironically get some .999 bullion as a safety net especially if you're not in the USA

[Anonymous No.50768990]

>>50765113
>And yet most investors are enamoured by dog coins
Right now? No they're fucking not. Everybody knows a recession is coming. USD is going to do very well.

[Anonymous No.50769943]

>>50763546
>>50764062
>Gold has been shat on for what seems like forever.
ah yes, throwing 400k around because of your "feelings." smart guy right here

the USD is going higher until the Fed pivots back dovish. doesn't look like thats going to happen this year, meaning more downside for miners - not much more downside - but still some. Gold's bottom range is ~1700, you want to load up around there. 1800 is around the top of the local risk range

[Anonymous No.50770107]

>>50768760
https://www.youtube.com/watch?v=EgtwgKOWTHQ
>from an Elliot Waves perspective about an 80% probability for Silver to reach $28 - $30 in this wave up
I'm buying on Monday, fuck waiting for a dip. I'll accept it if it's a temporary top and catch a knife.

[Anonymous No.50770252]

>>50743364
Damn, the ass was fat

[Anonymous No.50770498]

>>50770252
It's a thicc orebody, and that's with a cutoff grade of 4 g/t.

[Anonymous No.50770697]

>>50768760
Oh wow you might double your money while zoomers who bought animal crypto coins made 100x

[Anonymous No.50770823]

>>50770697
And then they lost it all + their paper route money for the year.

[Anonymous No.50770980]

hmm

[Anonymous No.50771378]

>>50763546
Kinross is down a lot from the highs and got overly punished for having to divest some Russian assets, but is actually in decent shape and won the bidding war for GBR. There is a lot of speculation that Barrick is going to buy them out at some point, should be an easy 3x from current prices no matter if gold goes up or stays flat.

[Anonymous No.50771466]

>>50764240
So not only do you think you're smart enough to time the market, but also that you can time when the Clown World ride will end? Would you buy a house and not buy any insurance on it because you think you can time when the fire or natural disaster is going to happen? You know you can just keep 5% of networth in metals as insurance and keep playing in the clown market casino too...

[Anonymous No.50771609]

>>50766441
Please look up Hallador Energy/Sunrise Coal and see how they're doing. I've heard they're a good buy and are expanding, but want to know from someone more knowledgeable.

[Anonymous No.50771700]

>>50769943
I’m betting they pivot before election, so this meeting or next. Hence their all out battle against oil prices via paper markets, they want a lower CPI print to allow them to pump the brakes on rate increases so dems aren’t going into the elections in a recession with a tanking market and layoffs.

The best trading advice I can give is to know that the Fed is an arm of the deepstate and democrat party and to trade accordingly

[Anonymous No.50772005]

>>50771700
No way they pivot with unemployment still this low. Last jobs number almost seemed a bit suspect but whether it's fake or not that's the data the fed will rely on. They have also said that they wanted to see several cooling prints before declaring victory. Seems like there's still a lot of liquidity from the covid stimulus slushing around. But the economy is still in the shitter, the jobs people have are low paying and they are not getting pay raises high enough to compensate for inflation.

[PAN MAN No.50772018]

>>50771609
i ll check them out tonight then!

[Anonymous No.50772113]

If anyone wants a laugh:

https://mymodernmet.com/100-renewable-energy/

[Anonymous No.50772197]

>>50772018
Thanks, PAN MAN sir!

[Anonymous No.50772431]

>>50768862
Okay I looked into it looks pretty legit. Do you think there will be a correction on it though, the run up has been insane. I'll go all in just want to wait for a dip lol.

[BARON !!LnUcWPcH7VS No.50772551]

>dollar dies
>commodities skyrocket
>no one knows what to do
>instantly boomers and Xers use silver
>people starting to actually riot, die etc
>silver x10s in days
>gold x2s in same time
>this saves the economy/society
>all paper assets are literally 0
>computers can't figure out price of anything
>must be rebuilt with real world price discovery
>this lasts months to under a year
This is when you sell silver for a ton of land and equipment for working, food, water, seeds, building materials etc
>turns out banks have tons of gold
>goldbackedfiat/cbdcorofficialgoldcoins.exe
>this saves economy x2
>things actually begin to make sense again
>dust settles over time months/a year pass
>some countries collapse, banks collapse
>new good people in power, new bankers
>the saturnites are kill,almost fully now
>but now countries can reasses prices
>stocks and paper assets revalued
>BTC survived whole time but didn't moon
>remained useful as store of value
>market realizes XRP has been making moves
>some countries actually used XRP
>reassessment finds XRP is the standard
>as underlying messaging system of everything
>BTC can stay store of value(gold)
>XRP is means of conveyance for public(silver)
>by this time more months to another year pass
>during this gold moon to 10k-20k power
>silver is also higher 1:10-1:20 of gold
>your assets you bought also mooned
>now you can use assets to start buy silver
>work hard for a couple more months to a year
>start businesses, expands
>sell some of your now $500-$2k XRP
>buy some silver with it and more land
>another months to a years pass
>silver steadily rising/depeg from gold ratio
>takes many years to eventually be 1:5-1:1
>during this time saturnite remnants use XMR
>XMR defacto private standard; moons
>even "regular" people now use it
>this is when you sell some, buy more land
>silver etc, should own small town by now
>use all of the profits for more silver
>wait until silver overtakes gold
>buy entire geographic areas,be noble king

[Anonymous No.50772563]

>>50772431
>Do you think there will be a correction on it though
I hope so, but I've been waiting for a correction since $2. It's currently over double its SMA and treating it's upper bollinger band like a fucking support lol.
Small stocks don't have to play by the rules though and there's a lot of incentives to hold as >>50760883 says.
I'm personally going to wait a bit longer before taking a position. I was late to the salt party but I'm not interested in chasing green candles, as fantastic as the stock may look.

[Anonymous No.50772571]

>>50772551
pic related, namefaggot

[Anonymous No.50773024]

Are there any gold discoveries going right now that will be bigger than SGD, ESK and NFG?

[Anonymous No.50773121]

>>50773024

[Anonymous No.50773550]

I have 0 commodities.
My portfolio is 100% crypto

Why should I buy any?
What should I buy?
Is it a bad time to buy?
Am I too late?

[Anonymous No.50773642]

>>50773024
Check out Lion One. Not necessarily bigger deposits, but it’s got a lot going for it including a good jurisdiction and a project roadmap that is progressing nicely

[Anonymous No.50774040]

How many ounces of silver should l have before investing into commodities?

[Anonymous No.50774102]

>>50774040
Zero to a gajillion depending on your economic expectations, risk sensitivity and income.

[Anonymous No.50774625]

>>50746657
>600k views, 11 likes, 2 comments
It's at 28,306 views now. Did they roll it back?

[Anonymous No.50775511]

>>50774625
Someone was botting

[Anonymous No.50775713]

>>50772563
I will bet you within the next two weeks Atlas corrects. I will buy in heavily at that time.


-Red.

[Anonymous No.50776475]

>>50744673
>headed into a recession
headed? nigger, this is a fucking depression

[Anonymous No.50776567]

>>50773550
No you should stay 100% in imaginary assets. We live in a simulation after all.
Do not buy blue lagoon you bloddy bitch its all mine. Your mother is a gang you basterd.

[Anonymous No.50776577]

>Study Finds World Can Switch to 100% Renewable Energy and Earn Back Its Investment in Just 6 Years
https://mymodernmet.com/100-renewable-energy
Oil bros it's fucking over

[Anonymous No.50776626]

>>50772113
Oil bros I can't believe it's over!

[Anonymous No.50776741]

>>50775713
Is silver and gold actually running, or is it another false positive?

-Blu

[Anonymous No.50777045]

>>50772563
>>50775713

Atlas could correct, but it could just as easily run up to $4 US in the next 2 weeks. The Atlas run up is one reason many have been getting into Vulcan, it could have the higher % return from where it is now with less risk. If I had to bet on where the Atlas train goes in the coming weeks I have to say up. A lot of people, and it seems institutions, are hyped about the coming feasibility study and accumulating as much Atlas as they can for the free spinout shares. Most wont part with shares until they get their Triple Point Resources. Also, every time Atlas gets results their deposits get bigger, go deeper and stay open in every tested direction. People on ceo.ca are dropping possibly crazy price targets for Atlas like $70+ CA and many others are agreeing

[Anonymous No.50777079]

nigger lagoon bros... this will be our week. screencap this

[Anonymous No.50777150]

>>50777045
Do their estimates have a good track record? I swear everyone in a stock says it will go 100x eoy

[Anonymous No.50777303]

>>50775713
Same and same.

>>50777045
>People on ceo.ca are dropping possibly crazy price targets for Atlas like $70+ CA and many others are agreeing
People on ceo.ca or anywhere for that matter can get very echoey when things are going well and suddenly everyone is both an expert and a moonboy. I'm not necessarily saying that it won't reach those prices, but I don't think it'll be a straight line up.

Maybe I'm wrong, I could be, but I've seen stocks with just as much hype have pullbacks and I don't like to fomo. If I am wrong then it sucks but this approach gets me more wins in the long run.

[Anonymous No.50777346]

>>50776741
Its actually running. It will retest 2000

-lurk more fag

[Anonymous No.50777369]

>>50777045
Oh trust me I'm bitter sitting on the sidelines with my little 3000 share posistion. I'm having fomo this entire time but the grizzled investor in me is saying this is going to correct. You can't break the laws of reality.

[Anonymous No.50777389]

>>50777150
No. Ceo has a terrible track record. Read the emerita thread.

Its a great information site but their enthusiasm and pump mentalities have a horrible track record.

[Anonymous No.50777638]

>>50777045
>People on ceo.ca are dropping possibly crazy price targets for Atlas like $70+ CA and many others are agreeing

This kind of hysteria and greed is exactly why it's going to correct. It can still be undervalued in the long term and correct in the short term. I'll buy in after it corrects like that other anon said.

[Anonymous No.50777652]

>>50777369
3000 isn't a bad position, I'm the bro that found Atlas and brought it up here last summer and I only managed 4,000 shares because I was balls deep in both physical gold/silver and gold/silver miners and low on cash

[Anonymous No.50777673]

>>50777652
What's this Atlas thing causing all the hubbub?

[Anonymous No.50777975]

>>50777673
kek, a stonk that makes people salty if they didn't buy a lot, and a stonk that gives people priapism if they did

[Anonymous No.50778482]

anyone know whats going to happen to the Gazprom shares? i know the ADRs got delisted but i'm just seeing the change in Fidelity over the past couple trading days - it's just zeroed out in my account. i read that the ADRs were supposed to be converted to shares - anyone know anything about this?

[Anonymous No.50778551]

Is a 1964 nickel worth anything?

[PAN MAN No.50778839]

>>50773024
Eskay Mining has some serious potential to be a massive mine but its still a ways yet before we know if its worth mining or not.

[Anonymous No.50778957]

Calm before the storm..

https://markets.businessinsider.com/news/commodities/european-gas-prices-slip-as-us-production-offsets-russia-supply-cuts-2022-8

[Anonymous No.50778980]

It’s like everyone forgot about Freeport LNG hub being knocked off, and the 2bcf per day that is lost in export capacity. At least we may see a Trillion dip to take advantage of.

[Anonymous No.50779004]

>>50776567
>your mother is a group
I always read this as your mother is a whore (group sex). Is that accurate?

>>50778482
Same. I really dislike jews rn desu

[Anonymous No.50779709]

>>50778839
Hi PAN MAN. Did you ever find out about Hallador Energy/Sunrise Coal and if it's a good company that's going places?

[PAN MAN No.50779905]

>>50779709
I ve been out and about all day sniping bedrock but i was looking at Sunrise Coal last night, its hard to figure out if they are good or bad with the limited info i could gather but from the Hallador website it looked pretty promising in the short term anyway. Thermal Coal prices right now are spiking hard, same goes with Met coal, so it makes sense to look at different suppliers. Their mines look pretty typical for coal, nothing massively different that i could tell. Is there still a penalty out there in the US for high sulfur coal being burned by power plants? I cant remember if thats still a thing.

[Anonymous No.50780151]

>>50779905
>Their mines look pretty typical for coal, nothing massively different that i could tell.
In what way are they typical?

Also, I don't know if there's still a sulfur penalty, but indeed, Illinois Basin coal is high in sulfur.
Thanks so much for your input.

[PAN MAN No.50780298]

>>50780151
coal mines are pretty much all the same today. Underground you have continuous mining or block / pillar setups to pull coal from, everything is highly automated or semi automated with only a limited workforce. Surface mining is pretty much the same with open pit style mines having a "strip, mine, bury" following the coal bed, you strip off the top soil / waste rock than mine the coal and put all the waste back plus organics to promote growth.
Coal mining is planned down to an art, so you dont see much difference between operations, other than the scales their operating at.

As for high sulfur coal, its dirtier bulk fuel for power stations and some home heating but thats about it, i dont think its used in steel production for example. Some mines in Alberta used to scrub the sulfur off their coal and sell both products but its not worth it in the modern market.

[Anonymous No.50780336]

>>50780298
Great points. Thank you

[Anonymous No.50781740]

bump

[Anonymous No.50782171]

>wake up to take leak
>look at news
>another spoofer caught
>"Shak" wth kind of name is that?
>go to wikipedia early life
>everything checks out

https://www.bloomberg.com/news/articles/2022-08-05/world-series-of-poker-player-charged-with-spoofing-gold-market

https://www.poker.org/dan-shak-charged-by-cftc-with-spoofing-falsely-manipulating-gold-and-silver-futures-markets/

[Anonymous No.50783562]

>>50782171
What is only 2% and yet every single one.

[Anonymous No.50783622]

>>50744535
The floor is fifty. Possibly below fifty.
Because that’s what US shale got to a couple years ago and is what spooked the Saudi’s to make things go negative oil that one time.
And that built in capacity that shalers are just “sitting” on right now.

[Anonymous No.50783741]

>>50780298
Why dont other mining operations (eg gold) replace the dirt and perform planting? Or is the mine tailing from processing the ore the big issue?

[Anonymous No.50783782]

>>50780298
Hi PAN MAN. What do you think coal's prospects are long term, like over the next ten years?

[Anonymous No.50783997]

>>50783741
Depends on the country's laws, in Canada money has to be set aside for reclamation before mining starts. Sudbury is in the process of reclaiming sites where damage was done in the past; but this wasn't really started until the 80s so there is a lot of catching up to do. Gold mining is realtively easy for reclamation unless there are a lot of associated other metals/minerals like arsenic

[Anonymous No.50785202]

Any sandmen here? New to commodities and this one rarely gets attention despite being increasingly scarce and insanely important. Can anyone give me a rundown on it?

[PAN MAN No.50785344]

>>50783741
as >>50783997 points out it depends on the countries rules / regs around environmental stewardship. Metals mining has a lot of contaminants to deal with, especially sulfides that create acid when exposed to air and water. You also have a scale issue when it comes to super sized metals mines, its easier to back fill an existing open pit with waste and than cap it with a shallow lake than to try and put the whole thing back as it once was. Mining has gotten a lot better at this too over the last few decades.
>>50783782
A year or so ago I would have said coal was still going to slowly creep towards phase out but with the way the world is currently I dont see coal going away anytime soon. In fact coal power generation is up across asia and may even make a comeback in the Europe because of their over reliance on Russian gas for energy. Coal is still a major source of energy in North America too, people completely forget this.

[Anonymous No.50785869]

>>50775713
https://www.youtube.com/watch?v=EgtwgKOWTHQ

You'll like it red

[Anonymous No.50786259]

Is Arctic Star Exploration any good? Their explorations seem decent but IDK how "stable" diamonds will be in the near suture

[Anonymous No.50786493]

>>50786259
No idea about near term but long term bearish. Less people getting married and you can literally make them with machines. I also think diamonds are more of a boomer thing, new generations don't care as much about them.

[Anonymous No.50786659]

>>50786493
Was thinking similar. Demand in China and India is rocketing but Alrosa will probably have those markets on lockdown

[Anonymous No.50787097]

Atlas bros...

@crunchy2chew: Buyout of the mine in a bidding war will be $76++ pps

[Anonymous No.50787134]

>>50787097
cmon you should be unaffected by such ridiculous pump

[Anonymous No.50787138]

Am I wrong or did oil break out and is set to bounce right now?

>>50787097
$76? Why not make it $760?

[Anonymous No.50787195]

>>50743364
Anons, your participation needed: Post insights and advices: >>>/pol/390105267

[Anonymous No.50787214]

>>50787134
>>50787138
kek, I hope this ceo.ca madman turns out to be right, but I've had a target in the $10-$15 US range

[Anonymous No.50787708]

>>50777079
Based and Poo Pilled, we're all gonna wagmi

[Anonymous No.50787993]

Tell me about natural gas, /biz/. UNG, for example, is up over 100% this year. Is this run just about wrung out, or is there room for more upwards movement? Given what's going on in central Europe, I think there might well be.

[Anonymous No.50789235]

https://www.cnn.com/2022/08/07/politics/senate-democrats-climate-health-care-bill-vote/index.html

[Anonymous No.50789633]

>>50789235
uranium bros... wagmi

[Anonymous No.50789643]

>>50789235
I can't believe it, they actually did it, they solved inflation by passing the Inflation Reduction Act and thereby killed our entire investment thesis.

[Anonymous No.50789710]

>>50789643
It was all so easy, why didn't CMMG come up with that?

[Anonymous No.50790182]

>>50789643
What does all this climate-fighting bullshit mean for commodities? oil and natural gas in particular? They're going to start taxing the fuck out of methane FFS.

[Anonymous No.50790417]

Why is Rick Rule shilling this so hard? I thought he already made it seven times over

[Anonymous No.50790454]

>>50790417
There is no end to greed. I would have stopped talking to normie a long time ago if I had his wealth.

[Anonymous No.50791369]

is it finally our time, encorebros?

[Anonymous No.50791435]

>>50791369
You think its too late to add more? I hate the fact that money takes so long to be available to buy things. The 5000 I have is half of what I wanted minimum.

[Anonymous No.50791564]

>>50791435
idk I am a poorfag with only ~500 and a few other uranium companies
I'm just hopeful for a pop up across the board tomorrow
I might sell a bit if it happens, since I was tempted to sell the high that came after ukraine shit but ended up riding everything back down to below my entry point

[Anonymous No.50792257]

>>50778482
>anyone know whats going to happen to the Gazprom shares? i know the ADRs got delisted but i'm just seeing the change in Fidelity over the past couple trading days - it's just zeroed out in my account. i read that the ADRs were supposed to be converted to shares - anyone know anything about this?

bumping this

[Anonymous No.50792546]

I was just looking into Skeena because the stock has taken a dive. I've seens a few mentions of it so thought I would give you a heads up because the project does look extremely attractive at first glance. And it probably will be a profitable mine as well, but there is a catch.
In general the numbers used in the study for mining costs and capex actually seems fairly conservative. The problem lies in the ore, there's mercury and other nasty stuff in it and that's why they will produce a concentrate, which btw in the early years will contain so much mercury that they may have to sell small amounts to a number of smelters so each don't go over their allowance. This concentrate costs a lot to ship, which is included in the study, but not insurance for shipping cost which could be significant. And the big issue, payability for metals will only be around 80%, maybe slightly higher if they achieve high grade concentrate. So at $1800 gold they actually sell their gold for $1440.
They convenienty leave this very important detail out of all their promotional material. Knowledgeable investors will know but a lot of retail won't. 4.6 g/t Aueq at a strip ratio of 8 is very, very good though so it's probably going to be a mine anyway if they can get their permits, which I assume they don't have, didn't notice anything about this either in their presentation, other than that they have their tailings pond permitted.

[Anonymous No.50792703]

>>50792546
You would think that the tailings would have mercury in it as well if the concentrate has it. If that's true then it there may be some additional permit risk. They did get the indigenous people to invest 5 millies in the company, maybe they thought that would help.

[PAN MAN No.50793978]

>>50792546
>>50792703
The old school version of the Eskay Creek mine roasted off their mercury from concentrates back in the day to help lower the amounts going to smelters, they sold it as a byproduct too but i am not sure how the modern mine will plan to deal with that issue.
As for permits, the local native bands are open to the mine, the government likes the project as well, so i dont think they will have much issue there unless something catastrophic happens in Skeena Resources its self.

[Anonymous No.50795073]

how do i into commodities?

[Anonymous No.50795151]

Athabasca looking like its about to make it's next move down and pierce through the 200 day ma. 200 week ma was around 80 cents or so.

[Anonymous No.50795243]

>>50789235
This is very bullish

[cunny master !!T2UdrWkLSWB No.50795257]

CLEAN IT UP JANNIES
>CLEAN IT UP JANNIES
CLEAN IT UP JANNIES
>CLEAN IT UP JANNIES
CLEAN IT UP JANNIES
>CLEAN IT UP JANNIES
CLEAN IT UP JANNIES
>CLEAN IT UP JANNIES.

[Anonymous No.50795619]

>>50795257
based

[Anonymous No.50796361]

OZ Minerals Rejects A$25.00/shr Proposal From BHP
Share price was A$18

https://www.nasdaq.com/articles/oz-minerals-rejects-a%2425.00-shr-proposal-from-bhp

[Anonymous No.50796690]

>>50795151
Where do you learn how to use all this stuff? Are all those lines just technicals under Indicators on Trading View?

I'm capable of understanding it all, I just don't know where to start learning so any resources or a point in the right direction to start would be appreciated, I'd like to be able to contribute a bit more to the threads and TA is a glaring weakness of mine that needs to be addressed.

[Anonymous No.50796883]

>>50793978
That's interesting. The new project will sell the conc with mercury, at least that's how the PFS is done. Could change in the FS of course, which is supposed to be out in September, but probably not.

[Anonymous No.50796956]

>>50796690
just start with basic trendlines and moving averages

[Anonymous No.50797216]

>>50796956
My bad I didn't mean to imply that I'm a complete novice, I've already explored trendlines, simple moving averages, bollinger bands etc so I have some quite basic knowledge already, but I'm at a bit of a loss for the next step up to when a chart start to look like that.

None of the channels I've seen shilled here over the past couple of years really go into anything much more in depth than candlestick patterns, resistance/support lines and SMA, at least that I've seen.

I guess I should just take those things and go more in depth about them and their applications and that will probably open the doors I'm looking for, thanks.

[Anonymous No.50797654]

Atlas up 10% in Frankfurt, low volume

[Anonymous No.50798309]

>>50797216
>None of the channels I've seen shilled here over the past couple of years really go into anything much more in depth than candlestick patterns, resistance/support lines and SMA, at least that I've seen.
that's because there are diminishing returns when it comes to TA. it can become a rabbit hole and at some point doesn't offer any additional help. i've seen some hedgies use stochastics in their trading models - i would look into that. i use RSI myself but its just something additional i look at before entering a position - its not used by itself to make any decisions

https://www.investopedia.com/articles/technical/073001.asp

[Anonymous No.50798436]

Poo bros, our golden brown stock run starts today. 2 months trust the plan.

[Anonymous No.50798550]

>>50798309
That makes sense, thank you for the information. I'll look into stochastics.

[Anonymous No.50798694]

https://www.youtube.com/watch?v=xyBFwkPrg-A

Just fnished it, very interesting

[Anonymous No.50798807]

>>50798694
For retards not wanting to "waste time" : April momenthum (1985$) is today price. If we close right now, we go up. For Silver, we are currently at 20.3$, we still need another 0.2$ to be free. More details in the video, dont be lazy.

[Anonymous No.50798994]

>>50798807
let me guess, the 'palisades gold radio' yt channel said the price will go up

[Anonymous No.50799008]

>>50798807
What was it last time, silver breakout at 20.45 right?
I'll believe it when it happens, this shit is beyond charting.

[Anonymous No.50799176]

>>50798807
>let me guess, the 'palisades gold radio' yt channel said the price will go up
yep. oliver was wrong last time as well

i keep telling this thread we're in quad 4 and will remain there until the Fed pivots

>>50799008
>What was it last time, silver breakout at 20.45 right?
it was a weekly close above 24.50$ and silver was supposed to be off to the races. we went -20% instead

[Anonymous No.50799178]

Hmm first capitulation for the Ruble holdouts, let’s see if Germany takes a cue. Although they are much more economically sound than Turks, that won’t continue if their industrials capacity is hampered by lack of gas availability.

https://www.zerohedge.com/energy/turkey-agrees-pay-russian-gas-rubles

[Anonymous No.50799904]

>>50796690
I took Ira epsteins trading course and that set the foundation for everything else i learned.

Ira epstein is a legendary Chicago futures commodity trader. So much so, that one time a gentleman came into my bar who was in his fifties and a commodities trader from Miami. We had a discussion on trading and I told him I was doing Ira's course. He was blown away that first of all Ira was even still alive but second of all that I was doing his course.

Ira puts out free YouTube videos every day updating on the markets, they're only a couple minutes. I highly recomend watching these every day for at least two weeks so you can get familiar with charting. Then I highly recomend taking his course. It gives you a leg up on people that think they know charting. There's a lot of people that say things about charts that are simply just wrong. The best part about the courses is that you cna use them for anything whether that be day trading, investing, or macro analysis. He also gives u a ton of free research and other materials. For $300 bucks it really was an absolute steal.

[Anonymous No.50799975]

>>50796690
I'm that chart I'm using moving averages, trendline, swing lines, volume indicators, Bollinger bands, and rsi slow stochastic.

[Anonymous No.50800807]

>>50798807
Better actually happen if not i will now have more confirmation chart fags are no more than fortune tellers looking at cat shit.

[Anonymous No.50800914]

>>50799904
>>50799975
Thank you. Just found his channel and watched his 5 min summary of the course and seems exactly what I'm looking for, I'll take your advice and follow him daily for at least a couple weeks first then jump into it.
Your oil call in June was spot on so it's clearly worth it.

[Anonymous No.50801071]

Vulcans can't stop winning

[Anonymous No.50801088]

Since cpi numbers will have better albeit fudged results, might we go red in the short term?

[Anonymous No.50801670]

>>50800914
>oil call
Not completely my call. Others had made the call, I just had the background knowledge to recognize it was legit but thanks man.

[Anonymous No.50801740]

>>50747310
>etails on notice that the application is not complete
The application is not complete, and that is why the permit was not issued, and the lady boy cowboy has not bothered to follow up. How retarded are you? Its not that hard to find out. Source? I blew my source into you mom, go ask her to see it.

If you are too retarded to find out the status of their application you are a total loser, but you already knew that. Now get back to posting your shitty "DD" that everyone laughs at retard.

[Anonymous No.50801763]

>>50801071

There's such a big gap to Atlas it can move nicely even if the big brother goes sideways.
Atlas will break $4 shortly and we'll see that one jump too.

[Anonymous No.50802031]

>>50798436
brother

[Anonymous No.50802082]

>>50798436
https://youtu.be/AWAsI3U2EaE

[Anonymous No.50802364]

>>50801763
True definitely a ways to go to catch up, so many ways to win with Vulcan. Hopefully, we can at least 10x from here in the next year

[Anonymous No.50802474]

>>50802082
https://www.youtube.com/watch?v=B4CcX720DW4&ab_channel=Gojira

[Anonymous No.50802894]

[Anonymous No.50802913]

>>50802894

[Anonymous No.50803013]

>>50802913
>>50802894
When do I sell my nuscale shares redwolf.

20?

[Anonymous No.50803070]

>>50803013
Only 15% of the free float available. I'm holding for multiple x returns. That stock hasnt even started yet.

[Anonymous No.50803429]

Graeme about to do some serious drilling, stock mooning up 8%

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1934-tsx-venture/bhs/125978-bayhorse-silver-receives-drill-permit-for-brandywine-gold-silver-project-whistler-bc-canada.html

[Anonymous No.50803695]

>>50803429
No way, they got the permit?

[Anonymous No.50803738]

>>50803429
And onto the next one we go.

[Anonymous No.50803771]

>>50803429
This has been where all your money aha been going when you inevst in bayhorse. This is where all those dilutions went. You gave them your money in hopes they would get the bayhorse mine going but instead they were ditching it for the better project.

[Anonymous No.50803861]

>>50803771
rip
I only bought bayhorse because the mine isn't too far from where I live

[Anonymous No.50804938]

>>50803738
>>50803771
>>50803861
Let it ride niggers!

[Anonymous No.50805250]

>>50804938
$30 silver and you are up 100%+ horsebro

[Anonymous No.50805535]

>>50795151
Ouch. Guess I'm averaging down.

[Anonymous No.50805911]

>>50805250
WAGMI

[PAN MAN No.50806150]

>>50803771
busy right now but how much drilling do they expect to do? Any specific targets?

[Anonymous No.50806689]

>>50806150

>The Company is now mobilizing for a minimum 1,200 m (4,000 ft) ten (10) hole diamond drill program at the Dave's Pond high grade gold -silver target, that lies in the center of the 1,450 Ha Brandywine project. Access roads to the drill sites have been completed to enable the movement of heavy equipment to the drill site, and to ensure all weather operations can be conducted

https://bayhorsesilver.com/19595-2/

[Anonymous No.50807835]

>>50806689
i thought bayhorse was out of money. so they raise 400k$ to drill brandywine? seems like a last ditch effort of a dying company

[Anonymous No.50807852]

Basedhorse up 13%

[Anonymous No.50808236]

>>50807852
neighsayer sisters...? we got too cocky, didn't we.

[Anonymous No.50808318]

>>50808236
kek

[Anonymous No.50808646]

>>50808606

Was passing by so I made the thread

[Anonymous No.50808704]

>>50808646
Thanks, but should've used the new OP, seems like most people like it better.

[Anonymous No.50808723]

>>50808704
I honestly just took the one in my archive, too lazy to change

Send me pastebin with the OP ready and I'll use it in the future

[Anonymous No.50808756]

>>50808723
I just have it saved in a text doc

[Anonymous No.50808791]

>>50806150
1500 meters

[Anonymous No.50808816]

>>50807835
They're bailing on bayhorse and hoping they can hit the stellar grades at brandywine and revitalize the company. It's pretty clear at this point they can't mine the bayhorse mine.

[Anonymous No.50809004]

>>50808816
>They're bailing on bayhorse and hoping they can hit the stellar grades at brandywine and revitalize the company

ok so they're basically throwing a hail mary. if they dont hit stellar grades who would buy into another PP? its like hit or go bankrupt at this point

[Anonymous No.50810040]

>>50799176
>i keep telling this thread we're in quad 4 and will remain there until the Fed pivots

Even if you think right now we are in Deflation, doesn't that naturally lead into stagflation? Wouldn't buying commodities right now be essentially the stealth investing phase of the next bubble?

[Anonymous No.50810773]

>>50799176
>>50810040
Did you pay 500 bucks for that chart? I'd keep telling myself that too if I subscribed to scam eye

[Anonymous No.50811278]

>>50803429
b..b...but what about the world's highest grade silver ore at the Bayhorse mine? They just gonna leave it there after all the dilutions and pumping and dumping? w..why would Graeme move on to another project and abandon the Bayhorsey mine? w...w...what about the million dollar ore sorter, the bags of silver ore?

[Anonymous No.50811353]

>>50811278
They're not going to mine a single ounce until the price is $30

[Anonymous No.50812453]

>>50811353
the price was over $30 for most of last year and they didn't mine a single ounce

dozens of pics of faces and bags and sorters and grinders and floaters and not one fucking ounce.

[Anonymous No.50812878]

>>50811353
>They're not going to mine a single ounce
correct. There was never going to be a mining operation for silver ore, it was a mining operation for investors for stock dilutions and suckers to buy their stock. Cowboy is going to repeat the same cycle again and the same pumpers will pump again.

[Anonymous No.50812918]

>>50810040
>doesn't that naturally lead into stagflation
no, not necessarily. it depends on if we're getting real growth in the economy or not

>>50810040
>Wouldn't buying commodities right now be essentially the stealth investing phase of the next bubble?
it could be if you're willing to wait for a while for the Fed to shift back dovish. some people think it will happen soon, some don't

>>50810773
>Did you pay 500 bucks for that chart? I'd keep telling myself that too if I subscribed to scam eye
the chart is free, it doesn't matter if it comes from hedgeye or finding value - everyone has this same chart just written in their own words. everybody has their cycle as 4 different phases. I've attached Andy's version of it - you can see he also has a 4 quadrant model, its pretty common

fucking relax for once Lassen, goddamn you are a spaz sometimes

[PAN MAN No.50813107]

>>50806689
thank you!
>>50809004
they may also be shopping around for a buyer for Brandywine too but that would honestly be pretty stupid right now with how cluttered up the junior space is with starter properties. They may be looking for anything that generates good news.

[Anonymous No.50813434]

>>50813107
>they may also be shopping around for a buyer for Brandywine too but that would honestly be pretty stupid right now with how cluttered up the junior space is with starter properties. They may be looking for anything that generates good news.

thats typical of failing juniors. we saw this type of activity with silver spruce a while ago too - buying irrelevant properties and doing irrelevant exploration on non-flagship properties. bayhorse will either die out or find a way to suck in new investors... i dont know where they're going to find them, especially in a global recession

it might unironically only be a matter of time for the horse unless they have a trick up their sleeve

[PAN MAN No.50813681]

>>50813434
good results at Brandywine could float them for a while too, but yes its not looking great for them currently. Keeping Brandywine for now would be smarter as they wouldnt get a good price for the property currently.