/CMMG/ Commodities, Mining, and Macro General

[Anonymous No.57606202]

Apu in Low Coal Edition

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

>Mining for Noobs (MUST READ)
https://pastebin.com/5uWth6eG
>Ore Deposits 101 Series (MUST WATCH)
https://youtu.be/e1voF9XxBPQ?si=1O4QKVGRizNhFuPc [Embed]
>How to Value Mining Stocks
https://youtu.be/qk6Z3WINuSQ?si=RGcOWBIFCvl0WBXG [Embed]

ETFs
>General Commodities
GUNR
>Metals and mining:
GDX, GDXJ, SIL, SILJ, COPX, REMX, PICK
>Oil and gas:
XOP, OIH, PSCE
>Uranium:
URA, URNM, URNJ

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
>Mining Specific
Kitco Mining, Crescat Capital, Mining Stocks Education, Crux Investor, Metals Investor Forum, Resource Talks, Vancouver Resource Investment Conference, Rule Investment Media, Hedgeless Horseman
>Market Commentary
Peter Schiff, Liberty and Finance, Finding Value Finance, Commodity Culture, Palisade Gold Radio, Sprott Money, Rob Kientz, Mike Maloney, Macro Voices, Decouple Podcast, Saxo Market Call
>Twitter Pages for Mining News
JrMiningNetwork, JuniorMiningHub, KitcoMining, MinerDeck, MiningVisuals, Mining

>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), Profit & Loss (Mises)
Previous: >>57595330

[Anonymous No.57606264]

>>57606202
did we die? is this the afterlife?

[Anonymous No.57606274]

>>57606264
Welcome to the afterlife.
Congratulation, anon. You made it to the afterlife.

[Anonymous No.57606455]

>>57606264
better question: what happens when you die in the afterlife?

[Anonymous No.57606506]

We're back, thanks OP. HRC 933, Scrap at 460 (up 1.1%)

[Anonymous No.57606585]

>>57606506
steel will prob retrace to support

[Anonymous No.57606712]

>>57606506
No problem, Steel Anon
Good luck with the pressures you're facing.

[Anonymous No.57606740]

>>57606585
Yes. I think scrap and steel will bottom at around the same point, historically scrap a bit sooner than steel. When that happens, likely a good buying opportunity.

>>57606712
Thanks OP. V-day isn't an easy one lol. Hopefully I get off work at a decent time and can finally get some rest, been out to dinner every night this week for work and I haven't seen sleeping so I'm exhausted.

[Anonymous No.57607039]

How low do you guys think natural gas will go? It's pretty funny to see it getting heemed day after day

[Anonymous No.57607243]

>>57607039
no idea. It's already at inflation-adjusted all time lows. The thing is supply keeps coming up. Rigs keep getting added and nobody wants to capitulate and plug in any wells so far. I suspect this staring contest is going on because producers all expect better seasonal prices in the Summer, but there's a chance some will have to stop producing. So maybe natgas is about as low as it can feasibly get, but then again right now the glut is so fuckhuge that nothing surprises me anymore

[Anonymous No.57607541]

Shle on a bounce this morning. Up 8% after a few days on a downward line

[Anonymous No.57607573]

>>57607541
https://finance.yahoo.com/news/source-energy-services-tse-shle-140016768.html
Forgot link

[Anonymous No.57607714]

>$14M junior
>Management fees $1M
>Exploration costs $2M
Are you guys aware of any junior stocks with good deposits, where management doesn't take half the fucking money raised in fees?

[Anonymous No.57607923]

>>57606455
>better question: what happens when you die in the afterlife?
Perhaps there are endless incarnations across an infinite number of universes until you achieve Nirvana or Moksha.

[Anonymous No.57607944]

>>57607714
FDR and CPAU.

[Anonymous No.57608011]

>>57607714
That's a big factor for me. If management has a single person taking in a million a year they better be chugging money and shitting gold

[Anonymous No.57608149]

>>57607714
Here's a few I like. I own some of these but not all right now, though if I had the cash I would like to have all of these so they're at least in my opinion all good. I prefer development/late exploration stage companies especially in this environment where everything is cheap across the board. Note that not all of these are gold/silver stocks.
MAU, LUM, DSV, ABRA, BRVO, BYN, VZLA, CTM.AX, SVM.AX, MEI.AX, ELO, SGD, FILZ NGEX.

The last three are kind of stretching the meaning of "junior" I know

>>57607944
FDR looks really interesting for an early stage explorer. Thar's gold in them veins! I'll have to look into it some more

[Anonymous No.57608160]

>>57608149
>FILZ NGEX.
FIL, NGEX*

[Anonymous No.57608247]

>>57607944
>FDR
They don't seem to issue financial reports. Some nice drill results, but there are 13M warrants at $0,30/0.75. They need to dilute a further 4M shares and spend $13M on the property to earn a 70% interest. Doesn't seem like a deal.
>CPAU
Seems like a better deal out of the two. You need to fill out some form to get access to the financial reports how do you know they don't spend like 50% of capital raised for management fees ? Do you have access to the financial statements?
>>57608011
Yeah I mean it's a scam when you look at it. They take half + other consulting, IR, G&A etc... The shareholder is fucked in the end.
>>57608149
Thanks I'll look into those tickers. I'm not looking for gold/silver, I'm neutral towards the commodity if you have any other tickers worth looking at that aren't gold and silver, I'd appreciate if you shared them.

[Anonymous No.57608298]

>>57608247
Those were most of the juniors I've been looking at and buying as of late. Posting that actually motivated me to open starting positions in a few I didn't own yet, I was holding cash in case of a crash but I think the prices are already cheap so I just went with it now regardless. If I come across some other interesting juniors I'll bring them up.

[Anonymous No.57608334]

>>57608247
Also psst
https://ceo.ca/content/sedar/FDR-2024-01-29-interim-financial-statementsreport-english-2aea.pdf

[Anonymous No.57608404]

>>57608298
>>57608334
Thanks.

[Anonymous No.57608485]

>>57608149
>>57608404
Everything is available anon and I strongly believe in them and what they have/does. They are high quality. Of course, just my own 2cent.

Currently selling a little bit of my BIG, too many bargain out there to keep 20% of my portfolio in BIG. Bought EQTY (garbage but good trade for silver turn around). Looking for another 2-3 buy/add, looks like the bottom is very close.

[Anonymous No.57608507]

>>57608298
>I think the prices are already cheap
Very good decision imo.

[Anonymous No.57608642]

This is for the anon asking about ship recycling in the last thread. I'll start looking into the scrapping part more, I have the tools to see the scrapping schedules generally, but don't look at them often.
>>57600326
Ship values have themselves been rising but people are avoiding scrapping atm in order to take advantage of strong rates. There's more money in selling older ships atm (unless they don't fulfill some eco regulations). Scrapping is expected to pick up in 2025, and I think we'll be seeing most scrapping on the container side especially (too many newbuilds happening). Even tankers could be impacted just since there is such an old component of the fleet. I think they will hold off since new builds are pretty low, but it's something to keep an eye on.
>lng
Lower export capacity will hurt lng rates, however globally we should be seeing export capacity increasing. Rates have already been taking a hit as winter ends, but LNG ships usually take long charters (1 year) rather than rely on spot (day) rates, so short term it shouldn't be as painful as some expect. The crux is if the newbuilds come in too soon compared to export capacity, which I'm not to sure on atm. I'm still starting buying FLNG and CLCO on dips though.

[Anonymous No.57608699]

>>57608507
Yeah, I mean cheap can always get cheaper... But it's still cheap so I feel like I'm being too demanding if I don't buy here. I won't be able to buy at the exact bottom nor sell at the exact top anyways

[Anonymous No.57608804]

>>57608642
I meant shipment of scrap steel (bushling, shred, etc), but scrapping of ships would also be interesting! It's going to be super interesting with all these EAF steel operations coming online where they will get enough scrap from. I have to believe at some point there will be a limitation there.

[Anonymous No.57608815]

Why the fuck is BABA going up... I literally sold the bottom. I don't get it there's nothing to be bullish about except maybe the buybacks which are too slow.

[Anonymous No.57608837]

>>57608642
>>57608804
..and thanks!

[Anonymous No.57608838]

https://twitter.com/profitsplusid/status/1757825242393907336
>Gold Miners Bullish Percent Index has just imploded to 17.86......We are seeing the sentiment levels at similar levels where previous bottoms have come in.

>>57608815
>Why the fuck is BABA going up... I literally sold the bottom. I don't get it there's nothing to be bullish about except maybe the buybacks which are too slow.
https://twitter.com/burrytracker/status/1757820188773527913

[Anonymous No.57608859]

>>57606264
Unfortunately I found the culprit.

[Anonymous No.57608879]

>>57608859
this has very little to do with the resource sector

[Anonymous No.57608904]

>>57608879
Slow threads die faster when there is lots of other thread activity, so when there is a big crypto happening /cmmg/ tends to get knocked out more readily than usual.

[Anonymous No.57608934]

>>57608838
>BABA
Was supposed to shitpost that one in smg. Time to stop posting I'm too tired don't know which tread I'm posting in anymore.

[Anonymous No.57609465]

Sold all my Peabody shares (wasn't a lot, just a couple hundred). Got into an argument with a higher up from Peabody and don't have much faith in that company.
The argument was over proper training and going back to the old way of attaching a new miner to an experienced miner like his apprentice. The Peabody mine just wants to throw people in, minimal training, and see where they end up. This is one of the reasons turnover is so high in many industries. They have no interest in proper training anymore, and it's not just to save money anymore.
Not training people started as a cost-saving measure but from the conversation with this guy today, it's clear it's an ideological thing now: sink or swim.
I was talking to an old timer who was telling me how there are coal miners with 20 years of experience who still don't know they're doing on a lot of jobs.
The lack of competence is going to hit the industry hard when the old timer retire. You'll need two or three guys to replace one of the seasoned folks.

[Anonymous No.57609568]

>>57609465
That sucks. Have you had more convincing discussions with other coal miners on the topic of training and competency?

[Anonymous No.57609601]

>>57609568
I've had discussions within my own company about going back to the old practice of apprenticing new miners to an experienced guy and training the new miner up right. The guys I talked with were receptive of the idea.
At Peabody, with whom we work, did not like the idea.

[Anonymous No.57609635]

>>57609601
That would be a great outsourcing business for companies that care about the competency of their staff. Sad to hear about Peabody's insistence to use less qualified personnel

[Anonymous No.57609743]

>>57609635
We already do that sort of outsouring for companies, and a number of companies do it. The thing is, most of our guys get hired on with the mining companies after 3-6 months and still end up much less competent than the older generations were.
Lack of competence is going to become a major issue in this industry in the future.

[Anonymous No.57610081]

>>57608804
From a shipping standpoint, generally the iron ore and coal transport themselves are what's being tracked. Best indicator for those are Capesize shipping rates or the BCI (Baltic capesize index) to get an idea of steel transport demand. I'll see if I can find anything on scrapped steel transport/demand of said transport. It might be a relatively minor/local play, so that might get mixed in smaller ship classes.

[Anonymous No.57610096]

Lads.........

https://www.mining-technology.com/news/mexicos-president-calls-for-ban-on-open-pit-mining/

[Anonymous No.57610191]

>>57610096
two weeks old news. 90% it won't go through. He also wants to ban fracking in the same proposal.

[Anonymous No.57610363]

>>57610096
Underground mining is better, I agree. But lots of resources are available near the surface, so might as well scoop them up as long as they're close enough to the surface not to need an underground mine.

[PAN MAN No.57611330]

>>57610096
a total ban on new open pit mining would be really hard for the Mexican gov to enforce, a lot of good projects would be out right abandoned until a new gov got in and reverted the rules.

[PAN MAN No.57611357]

https://twitter.com/BlackwolfCuAu/status/1757796678864916658
did anyone else see this great looking material from Blackwolf Copper's Harry Property south of Scottie Gold?
312 g/t Au over 1.0m and 277 g/t Au over 1.0m are stellar results.

[Anonymous No.57612067]

My thinking toward miner training is, like my boss's thinking (who mostly trained me), that if you just throw a bunch of warm bodies into the mix and, over time, see where they end up, there will be many gaps in their knowledge. They won't end up competent in a lot of areas because they'll gravitate toward tasks they know and are comfortable with and management will let them because it's easier to just put people where they're already competent than to cross-train them on other tasks.
The problem is this makes a mine much less resilient than the old school approach of surrounding a new miner with a small group of experts and apprenticing him to one main guy who is trained up in all the major tasks of mining. In this method, there are few to no gaps, save perhaps electrical, if someone doesn't want to be or just didn't also become an electrician, or save, perhaps, hydraulic mechanics.
When the mine finds itself short of a man who knows job X, suddenly there is a need to hire quickly, whereas if the men are cross-trained on all sorts of tasks, these situations are far less likely to arise.
In addition, cross-training prevents work from becoming too repetitive and helps with employee retention, which is a big problem today, and not just in mining.

[Anonymous No.57612113]

>>57612067
The newer approach, which in fact goes back probably a couple decades now, is just utilitarian and machine like and gets rid of the close man-to-man camaraderie generated by the old approach.

Welcome to the Machine!
https://www.youtube.com/watch?v=fn1R-5p_j5c&ab_channel=PinkFloyd

[Anonymous No.57612139]

>>57612113
>and gets rid of the close man-to-man camaraderie generated by the old approach
In fact, thinking about it now, perhaps this new approach is intended to do exactly this: remove some of the camaraderie among coal miners, who tend to regard each other as like brothers. Close relationships among miners can lead too -- dear God! -- UNIONS.
Run for your lives!
Treating people like warm bodies and easily replaceable keeps them more anonymous and alienated.

Sorry, I'm still just peeved about that argument today.

[Anonymous No.57612605]

>>57610096
>Mexico

[Anonymous No.57612684]

>>57610363
why is underground mining better? seems like it would be harder to do and more dangerous?

>>57610081
Oh cool, thanks! I'm already suck trying to find the BCI, but maybe TradingView doesn't have it? seems to have most things, but maybe the code is different for it.

[Anonymous No.57613071]

GO METALS = GOCO scooped up the best properties in the area for copper nickel titanium
GOCO = BIG BUX $$$$$$$$$$$

[Anonymous No.57613088]

>>57613071
God damn I hate everything about you

[Anonymous No.57613091]

GOCO = same rocks as voisey bay

[Anonymous No.57613110]

>>57612684
Tradingview has the BDI which includes all drybulk sizes. Capesize is the biggest factor there so it gives you an idea.
Also balticexchange has each of the daily indices split up.

[Anonymous No.57613120]

Willem Middelkoop still owns 2 million shares of GOCO. BIG pumpa coming up!!!!!!!!!!!

[Anonymous No.57613152]

GOCO got some meetings planned with special groups at pdac majors like rio sniffing around;)))))

[Anonymous No.57613172]

Just heard that Canada is banning road construction. It's over for greenfield projects.

[Anonymous No.57613175]

3200 x 3200 x 100 metre deep target will get the attention from majors Bidding war for GOCO = $$$$$$$

[Anonymous No.57613190]

>>57612684
I mean underground mining leaves fewer scars on the land. But yeah, it's more hazardous for the miners.

[Anonymous No.57613226]

GOCO = dia-met from 10 cents to to 75 buks on a discovery Got to be in it to win it in this top spec opportunity in the mining space today!!!!!!

[Anonymous No.57613242]

>>57613226
>>57613175
>>57613172
>>57613152
>>57613120
>>57613091
>>57613071
triplenigger spotted

[Anonymous No.57613256]

Rio barrick and teck will be all over GOCO. BIGGER THAN BIG a billion tons target = KABOOM!!!!!!!!!!!!!!

[Anonymous No.57613290]

>>57613256
when will you learn RocketRed? That everybody hates you here. You're wasting your breath trying to desperately pump your shitty penny flip, nobody will fall for it just like nobody here fell for your just as obnoxious VRR shilling

[Anonymous No.57613296]

GOCO = best rags to riches story of 2024 Dont chase at a buk when you can get in now

[Anonymous No.57613305]

>>57613296
I hope you get run over by a nigger

[Anonymous No.57613340]

>>57613290
Your wrong VRR made the mistake of changing focus and going to the dud Nevada project when they shoulda kept at Northway diamond target That was a gift to the shorts and algos

[Anonymous No.57613436]

>>57613340
You are such a pathetic pumper niggerfaggot. Nobody here will fall for it either so you're wasting your time.

[Anonymous No.57613881]

Whitehavenbros... we are annihilated

[Anonymous No.57613891]

>>57613881
What do you think is causing the decline in the stock price?

[Anonymous No.57613945]

>>57613891
earnings down 80% yoy and a very disappointing dividend
production is still strong but costs are up and they're also paying for the new mines

[Anonymous No.57614043]

>>57613945
Aside from the cost of the new mines, why else are costs up?

[Anonymous No.57614166]

Soon.

[Anonymous No.57614252]

>>57613881
>>57613945
Hardly surprising that earnings are down when coal prices were like 150% higher a year ago. Market should have expected this

[Anonymous No.57614277]

>>57614166
Soon2

[Anonymous No.57614336]

>>57614277
https://www.youtube.com/watch?v=CoFA7OFARI4
Soon3.

[Anonymous No.57614356]

>>57614252
Declining coal prices makes thermal coal more competitive with natural gas. Cheap coal is a double edged sword. Sure, it hurts earnings, but it allows coal companies to capture more of the energy market share.
I'm a long-term thinker who wants coal to reconquer the electricity-fuel market, and I don't need investment money, so I tend to favor low prices for coal.

[Anonymous No.57615250]

Take me out of my misery.

[Anonymous No.57615745]

>>57614166
>>57614277
>>57614336
2 more weeks...

[Anonymous No.57615777]

New video from Copler if any of you can turn it into a webm.

https://twitter.com/politicturk/status/1757748191158497421

[Anonymous No.57615971]

what do you all think of buying Berrick Gold here? do I watch and see if it dips below support? looks like pre-market it's holding...

[Anonymous No.57616000]

>>57615971
>Berrick Gold here?
Nah. Newmont is better right now.

[Anonymous No.57616664]

were we just early buying gold miners?

umps-alphabet-amazon-and-broadcom-but-nvidia-remains-largest-holding-81678a19?mod=search_headline

[Anonymous No.57616837]

wagmi

[Anonymous No.57617086]

>>57616000
For me, its AEM.

[Anonymous No.57617171]

>>57617086
AEM is best but since Newmont acquired Newcrest it's been sold down aggressively.

[Anonymous No.57617360]

Thoughts on ESK.V and WAM.V?

[Anonymous No.57617441]

>>57617086
chad pick
>>57617360
Been a long time since I looked at ESK, they had interesting exploration prospects but were vastly overvalued at the time for the little results they had produced. Don't know much about WAM.

[Anonymous No.57617452]

>>57617441
>they had interesting exploration prospects but were vastly overvalued at the time
Yeah, the drill results keep coming in good. and the stock is down 91%. I bought some today.

[Anonymous No.57618672]

Anyone thinking about getting back into Cameco after this dip?

[Anonymous No.57618725]

>>57607039
The absolute bottom of any commodity market is where the low cost producers break even/stop making money. The higher cost producers shut off production and wait for prices to correct upwards.

[Anonymous No.57619209]

What was the catch with Lion One raising $10.5 at $0.50 and issuing $0.65 warrants when the stock price was $0.73 the day they announced the offering? They literally shat on shareholders, by diluting at 30% less than market price.

[Anonymous No.57619237]

>>57619209
The catch is management fuck you. Sad because I really like the company. You should average down 30% more if you believe in their success to alievate the financing.

I sold at 1.44 by chance when they annouced their debt, that was the top. Same with GSVR around .50

Fuck usury.

[Anonymous No.57619269]

>>57619237
Also did they build the mine without a feasibility study? I know they hit some high grades and all, but that's kind of weird can anyone explain that?

[Anonymous No.57619458]

>>57618672
I have thought about it but I seee better opportunities elsewhere so I haven't done so. I did buy a bit of Kazatomprom since they pay a good divvy and are cheaper.
>>57619237
Honestly LIO is uninvestable. Good job getting out of that shitshow.
>>57619269
yeah I think they're just going off if a PEA like GSVR has been doing. It can work out but I tend to be leery about that kind of stuff

[Anonymous No.57619478]

Best divvies?

[Anonymous No.57619569]

>>57619478
define "best"

[Anonymous No.57619578]

>>57619569
Set it and forget it

[Anonymous No.57619585]

>>57619458
>Honestly LIO is uninvestable.
They got suspended on ASX for issuing too many shares without shareholder approval.
>yeah I think they're just going off if a PEA
Weird. Also I feel like they should have drilled the property more, but then again I'm not a geologist.

[Anonymous No.57619603]

>>57619578
One of those big ass diversified giants like BHP, RIO, GLEN. Or maybe a royalty company if you like boring and slow success

[Anonymous No.57619604]

>>57619578
>Set it and forget it
XOM

[Anonymous No.57619615]

>>57619603
>if you like boring and slow success

I'd be throwing a decent chunk of change into things so I'm looking for this.

[Anonymous No.57619621]

>>57619604
and XOM yes, 100%.

[Anonymous No.57619659]

>>57619615
WPM, FNV, RGLD, OR, TFPM, TPZ.TO, FRU.TO. Not cheap because of low risk business model.

[Anonymous No.57619924]

Oh, noes, Brunswick broes!
Are you ok?

[Anonymous No.57619988]

Brunswick broe, how much did you leave on the table?
Or is this just another case of
>ChEcK bAcK iN a YeAr

[Anonymous No.57620015]

Brunswick broe, are you still so cocky?

[Anonymous No.57620057]

Brunswick broe, how does it feel to be outwitted by a fucking idiot?

[Anonymous No.57620096]

Brunswick broe, tell me your latest play so I can short it. Or are you still holding on to your Barry Fitzgerald article?

[Anonymous No.57620185]

>>57619924
Ooof, looks like someone bought the top.

[Anonymous No.57620301]

>>57620096
>>57620057
>>57620015
>>57619988
>>57619924
bro I think he's dead

[Anonymous No.57620313]

>>57619924
Kek, good job anon. Shorting GV's top positions after he's pumped them is a great play. That vaxxed Euro faggot has ruined so many people that I hope BRW goes to zero. You should post your gain on his X.

[Anonymous No.57620342]

>>57620313
>almost 50% cash
>all those literal who penny dreadfuls
how does he avoid buying good miners at these lows while keeping trash in his portfolio?

[Anonymous No.57620454]

What's up with natural gas producers trading near ATH's while natural gas is at $1.63?

[Anonymous No.57620868]

>>57620454
I said I would suck their dick and they bought a bunch of $4 2026 contracts.

[Anonymous No.57621040]

>>57619924
when do you cash out fren and leave for Japan?

[Anonymous No.57621832]

Shle up 10% today

[Anonymous No.57622001]

>>57621040
I'll cash out of this when it becomes a long-term capital gain. By then I should be in six-figure profit with this position.
I don't buy the Japan meme. Yucatan is more my style. Maybe I'll hire another housekeeper here and have her and my existing one have lesbian sex after I'm finished being served breakfast.

[Anonymous No.57622610]

>>57619924
You're fucking obsessed

[Anonymous No.57622645]

>SO I MADE A BIG MISTAAAAAAKE! TRY TO SEE IT ONCE MY WAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAY!

https://youtu.be/Nco_kh8xJDs?t=58

[Anonymous No.57622797]

>>57622610
Cope and seethe more, loser.

[Anonymous No.57622930]

>>57621040
>tfw i will never fondle jap qt boobies

[Anonymous No.57623978]

Theres a stock that will be the rags to riches story of 2024
GOCO = GO METALS

[Anonymous No.57623990]

Why is Arch Resources run by dipshits?

[Anonymous No.57623996]

Now BHP is interested in GOCO ;))))
Watch the sp fly

[Anonymous No.57624026]

Morningstar on GOCO Take this to the bank
Morningstar affirms a 3-star quantitative rating for Go Metals. We calculate this outcome using the company's underlying model-driven valuation and uncertainty scores.
The stock's last closing price was 0.0800, a discount of 64.86% to its Quantitative Fair Value estimate of 0.23

[Anonymous No.57624054]

GOCO has interest from majors word is on the street. Bidding war??? BHP RIO TECK meeting with GOCO AT PDAC Place your bets ;)))))))

[Anonymous No.57624170]

>>57623978
>>57623996
>>57624026
>>57624054

[Anonymous No.57624293]

>>57623978
>>57623996
>>57624026
>>57624054
every single time

[Anonymous No.57624404]

I sure didn't call this rebound in steel dynamics and nucor. I wonder what triggered that, maybe the brief bounce in scrap today? It came right back down and the trend is still bearish for steel.

[Anonymous No.57624803]

>>57623978
>>57623996
>>57624026
>>57624054
getting desperate are we? Price target: $0, better sell while you can loser

[Anonymous No.57625067]

Update on coal miner training: The superintendent of a Peabody mine is going to have a conference about miner training tomorrow, with me included. This is becoming a pressing issue because of the need to retain new hires. Many have just been quitting on the spot or not showing back up to work after a little while and training is thought to be a big part of the issue. Throwing newbies into a new situation everyday, or just the same stuff for months on end, probably isn't good.
At this mine, however, the schedule likely also contributes to attrition; people work seven 12's in a row, which, for coal miners, is kind of shitty. There are better schedules.

[Anonymous No.57625276]

>>57622930
https://japantoday.com/category/features/kuchikomi/backstreet-stories-small-kabukicho-park-has-become-a-haven-for-hookers

[Anonymous No.57625752]

Gary say.

[Anonymous No.57625761]

>>57625067
Apparently, one of the main managers at this Peabody mine is somewhat hesitant to tell the superintendent about the need to institute an old style apprentice system for the newcomers. If needed, I'll bring it up.
It's been the obvious system for thousands of years. You have a kid who wants to learn a complex skill. So naturally, you find someone who has that skill and let the kid help him out: do chores, fetch tools, get used to the environment etc. Eventually, the kid takes on more and more responsibility, until one day he's competent to work along and then take on his own students.
This system is so time and tested and obvious that it appears in popular culture like the Jedi Knights in Star Wars or old martial arts films where, eventually, "The student has become the master."
I think for the sake of the future of coal mining in general, we need to do the extra work of going back to this system. I've heard that supervisors often have no time to train because of keeping labor numbers and costs down as much as possible. I don't think thinking will change anytime soon, but having a new miner stick to an expert like glue, or work in a small crew, seems like the best way to go.

[Anonymous No.57625807]

>GOCO is listed in CSE
HAHAHAHAHAHAHHAHAHAHHAHAHA. Literally the worse out of the leaf exchange

[Anonymous No.57626086]

Went long CHN.AX today. +30Moz PdEq PGM-Ni-Cu-Co deposit like 40km away from Perth. Excellent project but the short distance to a major city is a concern. Company is trading at A$420MM and has A$130MM cash in hand and is advancing to PFS stage.

I'm also planning on looking at FWZ again after a long time. Zinc is out of favor and I remember their project being absolutely vast. I think Teck is partering with them too.

[Anonymous No.57626606]

>>57626086
>CHN.AX
Looks quite cheap. Gonna do my DD, but looks like a buy, quite oversold.
>Zinc
Check out WAM.V they have some really high grade drill results. And the stock looks oversold on the TA side of things.

[Anonymous No.57627001]

>>57626606
nice I'll take a look at WAM this weekend as well thanks

[Anonymous No.57627019]

>>57627001
Not as cheap as FWZ I would say. It's very oversold (down 90%) could go back up to $1-1.30.

[Anonymous No.57627027]

What do you guys think of BBB.V. Looks cheap what's the catch, or there isn't one?

[Anonymous No.57627043]

>>57627019
Yeah I remember really liking FWZ and it looks pretty cheap as far as market cap goes, but I'll look at both and see what I think afterwards
>>57627027
That's Brixton if memory serves me right. They're spread too thin for their own good imho, had like three or four exploration projects and lots of cash burn as a result. I also didn't really like the CEO from what I saw in interviews but that's just my opinion. Granted it's been like two or three years since I looked at them so maybe something has changed since.

[Anonymous No.57627085]

>>57625752

[Anonymous No.57627123]

>>57627043
>Granted it's been like two or three years since I looked at them so maybe something has changed since.
Well here are all the drill results to date on Trapper and Camp Creek, they look decent from what I can see. BHP made a strategic investment and holds ~20% of the shares.
>I also didn't really like the CEO from what I saw in interviews but that's just my opinion.
Can you expand on that?

[Anonymous No.57627174]

>>57627123
They've made some progress at those areas! Camp Creek is still a bit awkward but it seems the intrusive is getting higher grade deeper down. Maybe BHP thinks it could be another Red Chris, i.e. a sublevel caving operation? Those drill results from Trapper are also very nice. Both targets are a bit off the beaten path but the results seem to look good to me too. I'll have to take another look at this company thank you anon

[Anonymous No.57627181]

>>57627123
>Can you expand on that?
Just the way he answered some questions. Nothing substantial, just a feeling I got at the time

[Anonymous No.57627204]

>>57627174
>I'll have to take another look at this company thank you anon
I think it will be worth your time. the stock is also very sold down, and looks to be near a bottom on the technical side of things, worst case it goes to the march 2020 low before forming some kind of mid-term (maybe long term bottom who knows), which is around 25% downside.

[Anonymous No.57627215]

>>57627181
>Just the way he answered some questions. Nothing substantial, just a feeling I got at the time
Gotcha.

[Anonymous No.57627217]

>>57617086
>>57617171

[Anonymous No.57627236]

>>57627217
Nice didn't expect anything less from them. The best thing that can happen now is for my AEM shares to go down in price : ).

[Anonymous No.57627313]

>>57625761
Thanks. Please keep us in the loop

[Anonymous No.57627336]

>>57627217
these guys are single handedly carrying the entire infustry on their backs

[Anonymous No.57627724]

>>57627236
>>57627336
they also have a dividend EX-date coming up I think in about 2 weeks, at current sp it pays almost 3.5%, not bad

[Anonymous No.57627893]

AEM might be going up today, but this premarket is low volume

[Anonymous No.57627909]

>>57627893
>AEM might be going up today
Sadly looks like that's the case.

[Anonymous No.57627993]

>The PPI numbers were all much higher than expected across the board.
>Now 10Y yield up, DXY up, Gold down, Silver down.
Hopefully the last leg down.

[Anonymous No.57628037]

>Core PPI m/m
>Actual 0.5% Forecast 0.1% Previous -0.1%
Interest rates popped immediately, not good for stock and commodities.

[Anonymous No.57628048]

>>57627993
Woops I didn't refresh before posting. If this isn't the last leg down, then interest rates must be spiking towards 5%.

[Anonymous No.57628160]

>Rough Rice

[Anonymous No.57628303]

OpenAI’s new text to video with prompt:
>Historical footage of California during the gold rush

[Anonymous No.57628506]

>>57619924
You could be the anon who destroys faggot GV. Post your short under his tweet to give his tard followers something to think about!

[Anonymous No.57628581]

>>57626086
>CHN.AX
Yeah this one is a buy, going to set an order on the ASX, hope I get a fill and I hope the stock goes lower.

[Anonymous No.57628639]

>>57628303
Fucking beautiful
So many dead towns like that scattered around gold country

[Anonymous No.57628689]

>>57628303
Looks nice, I'd prefer if it was more detailed, unfortunately we're limited to 4MB files here.

[Anonymous No.57628752]

>>57628581
let's enjoy the ride brother

[Anonymous No.57628756]

Do you guys think LIO.V is a buy right now after the financing? I know the fucked over shareholders with that one, but I guess It's because it's hard to get cash these days, so the terms favor the checkwriters. Berukoff has a good history and he is a majority shareholder in the end.

[Anonymous No.57628800]

>https://www.reuters.com/markets/deals/frac-sand-supplier-alpine-silica-confidentially-files-us-ipo-2024-02-15/
Huge news in tracking sand at the heart of it all
I told you guys Exxon was shopping over a year ago. This company marks the resurrection of big o&g fracking especially if Exxon starts picking up sand companies to lower their costs. Hopefully you all listened

Buy sand

[Anonymous No.57628827]

>>57628752
>LOADSA MONEY!

[Anonymous No.57628838]

>>57628800

[Anonymous No.57628901]

been away for a while due to work... so wtf happened with Trillion Energy lol. stock is in the shitter

[Anonymous No.57628920]

>>57628756
LIO is a serial diluter and frankly I don't really like their project very much either. If you want a company that treats their shares as toilet paper while also having a great project, Skeena's a better choice

[Anonymous No.57629008]

So what's the run down on the Rare earth news in wyoming? 2 billion tons, but I'm seeing that it's 2 billion tons of rock with only a percentage of that being actual rare earths. Which rare earths should I be looking for, I know some stuff like CE being used in vehicles but I'm not entirely sure on the actual mining/profit side

[Anonymous No.57629033]

>>57628901
Thanks for playing goy

[Anonymous No.57629072]

Moar fracking sand technology for you guys to read about
>https://www.pitandquarry.com/whats-new-in-frac-sand-processing/

[Anonymous No.57629161]

>https://education.nationalgeographic.org/resource/how-hydraulic-fracturing-works/
Good video on how fracking works

[Anonymous No.57629174]

I knew trillion was doing bad but holy fuck it’s now at $0.16 and dropping

[Anonymous No.57629227]

>>57628303
Imagine the porn

[Anonymous No.57629240]

some motherfucker on here told me to buy this water stock a few years back and it's absolute shit I want to find him and say you robbed me sir you robbed me with your lies and evil or stupidity or whatever it was but you robbed me and you will carry the weight of that sin into hell where you will burn for all eternity

[Anonymous No.57629241]

>>57628901
>>57629033
>>57629174
Is this an actual company or a scam?

[Anonymous No.57629300]

>>57629240
kek

[Anonymous No.57629384]

>>57629240
>you robbed me sir you robbed me

[Anonymous No.57629399]

>>57629240
Either that was big Bob or me. Which water stock?
I mentioned WTTR which provides fracking water for o&g
They've been breaking even so it probably wasn't them you are discussing.
Bob made plenty of money, at he claimed to make money on his water.

[Anonymous No.57629442]

>>57629008
>So what's the run down on the Rare earth news in wyoming? 2 billion tons, but I'm seeing that it's 2 billion tons of rock with only a percentage of that being actual rare earths.
You have the right idea. It's also hard rock REEs which are more expensive to process than ionic clay-hosted REEs. More capex & opex, but also higher grade.
>Which rare earths should I be looking for
The high value REEs are the magnetic light and heavy REEs: Neodymium, Praseodymium, Dysprosium and Terbium. They're used in magnets and are much more valuable than other REEs to the point that I consider the other 13 elements byproducts.

I think the recently discovered huge Brazilian ionic clay deposits are much more valuable and important, and weirdly there is not buzz regarding that

[Anonymous No.57629461]

>>57629033
>Thanks for playing goy
i didnt have any money it, just had it on a watchlist. remember Trillion being shilled in here though

[Anonymous No.57629576]

>>57629461
Ive been here since before these threads existed and I can tell you confidently that 75% of what's spilled here is absolute trash.
Everyone picked on the clf tranny but that lil nigga made six figures on steel years ago. So don't discount anything and do your own research. Plenty of DD gets posted and the archives exist. Talk is cheap brother

[Anonymous No.57629597]

>>57628756
I would have bought back if they didnt have debt, that's all I can tell you.

[Anonymous No.57629615]

I told you guys to buy step energy last summer. Well....did you?

[Anonymous No.57629616]

ive been searching the usual suspects and talking heads on the internet, they still dont understand namibian uranium is the best option. im going to be insanely rich in the future. also I found out deep yellow is one of the most shorted stocks on ASX for a really long time and its only gone higher right now at 10% of outstanding, if it breaks above 1.75 its fucking over for them

[Anonymous No.57629658]

>>57629597
Wasn't aware they took on debt. And they're paying really high interest 8% + SOFR and 10% + SOFR.

[Anonymous No.57629776]

>>57629615
To this day I have done zero due dilligence on oilfield services and frac sand. I know I should.

[Anonymous No.57629954]

>>57629776
Archives brother. I posted mad amounts of DD over a year ago

[Anonymous No.57630034]

Benton is moving up today.
Get in now or be sorry.

[Anonymous No.57630197]

The low might be here brother, our time to shine might be finally here... Still have a hard time to believe it...

[Anonymous No.57630214]

>>57630034
>Insiders get options in Oct at C$0.07. Announce really good drill results in Nov stock goes to C$0.23.
>Profit.
The stock is up x4 looks like the ship has sailed on this one, they'll probably use this opportunity to finance. The drill results are great though.

[Anonymous No.57630256]

>>57630214
>ship has sailed
The mcap is only 32m. The stock only went up the past few months because they were twinning holes and showed that there is much more copper there than was previously reported. The proven resources there are small but will massively increase as they drill more. The next round of drill results will significantly expand the resource and the stock price will follow.
Benton is the next hercules.

[Anonymous No.57630271]

>>57629954
okay, maybe "zero" was the wrong way to put it. I read your posts and checked out some of the links and even engaged you in conversation and offered my own insights (like about DUCs and well data). What I mean is, I have little to no pulse on the OFS and frac sand markets. I don't know how OFS companies price their services or how the typical OFS company is valued, I don't know how much frac sand is worth nor the supply&demand fundamentals, I don't know about the sector's seasonality, etc. I find it difficult to jump into such a wildly different sector because it operates totally differently from upstream o&g or mining. So I should immerse myself in that sector to really understand it better, and I haven't bothered to do that is what I meant.

[Anonymous No.57630399]

>>57630256
>The mcap is only 32m.
It will rise maybe with price maybe with dilution, probably both. a x4 in 2 months will cause some profit taking, and management is more likely to finance now that the share price is up so much, and also as I said great that they gave themselves C$0.07 options in Oct and announced the great drill results in Nov.

[Anonymous No.57630460]

>>57630399
>nd management is more likely to finance now that the share price is up so much
They're cashed up already though, I don't think they need to finance for quite a while.
$2.78 million cash and $2.31 million in equities.

[Anonymous No.57630565]

>>57630271
Fuck I didn't do any of that shit either
We discuss mostly precious yielding mines. The most mined material on earth is sand. So I looked into the precious in the sand industry and found nws. That's how I got into energy at all was fracking sand. I don't know shit about oil field services that I didn't post here. So I got really lucky buying the lows in some fracking sand and have continued to buy in that sector.
Technicals I guess I could link you to for some of those questions. The sand costs about $20/ton I think to mine. They sell it to ya for $22 if you come and get it from the mine but that's obviously bulk pricing. The cost to haul it is about the same, $22 per ton. Most of that is the "last mile" that takes the largest slice of the logistic pie.
So transport is super important to keep those costs down mean straight bottom line profits. These companies are starting to get money and attention from Chevron and Exxon in the permian basin o&g production

[Anonymous No.57630685]

>>57630460
They spent around C$3M on exploration in the last 9M and C$800K on G&A. Their equity investments have lost C$2.2M in value the last 9M. Best case they last a year without diluting. More likely they finance in a few months.

[Anonymous No.57630730]

>>57630685
Alright well, if this next round of drilling ends up being successful, they would likely wait for the stock to go up a lot more before they finance.

[Anonymous No.57630990]

>>57630565
Thanks anon! So NWS sand nearby Permian or other shales is the way to go. Care to shill me a company or two with NWS near the Permian? I see high drilling activity there until 2030 at least

[Anonymous No.57631094]

>>57630197
Sold another 15% of my BIG position, will slurp some shares since we might be breaking out, I prefer taking the risk than being too greedy for pennies.

[Anonymous No.57631227]

Might be worth your time to do DD on this oil junior.
PXT.T operates onshore Colombia been there for a long time (since 2009), they have JV's with Ecopetrol, they increased their acreage x4, They're growing production currently producing 53.000bbl/day (100% oil) targeting toward 65.000bbl/day by 2026. P/E is ~5, no debt, 20% discount to NAV (last time I checked), Dividend yield is about 7%, consistent share repurchase program the share count in 2018 was 159,562,000, in Q3 2023 number of shares outstanding was 105,621,000. They've been sold down because of lower oil prices and some protests by locals which impacted operations, nothing they can't resolve imo. Worth a look, no so leveraged to higher oil prices because of the good balance sheet and surtaxes levied on higher oil prices. But undervalued imo for sure.

[Anonymous No.57631306]

>>57631227
Thanks for the tip anon. I'll check it out but I'm already pretty happy with my o&g allocation for now. I need more silver exposure and maybe some other gold names I've been vying for.

I'm coming to the point where there are so many buying opportunities that I'm genuinely contemplating realizing my home equity. I'm actually thinking about selling my apartment and settling for a rental condo just so I can gamble more on resource stocks. Is this what addiction feels like?

[Anonymous No.57631324]

>>57630990
The closer the nws (northern white sand for those following the conversation) to the wellhead the better. There are actually a fucking ton of them but many of the mines are privately owned so useless for us.
I don't shill anything because I don't care what you buy. It's not my money. But fracking sand companies were popping up like dandelions in 2017-18. Stock prices soared. Now so many had to capitulate that we only have a few decent options. Anything in the Midwestern and southern US is probably a safe play. Train routes near them mean so much.
>https://www.arcgis.com/home/item.html?id=2f382d5fcdb748deba89e6104b59551d
US silica is the blue chip of the industry. They are big timing so their stock prices aren't volatile enough to swing trade.
My long hold is source energy services and step energy. I don't hold much but they're going to shine.
Select sands out of Arkansas is my gamble pick. Super volatile, gains and losses up to 50% of yesterday's price. So I set buy orders for the 50 day cycle lows and wait. If it ever makes it to dollar town daddy is buying a new truck
>Picrel
Swing trade potential here. I am too dumb to sell so I just buy the dips

[Anonymous No.57631346]

>>57631306
>I'm coming to the point where there are so many buying opportunities that I'm genuinely contemplating realizing my home equity. I'm actually thinking about selling my apartment and settling for a rental condo just so I can gamble more on resource stocks. Is this what addiction feels like?
Hahahahaha. Might end up being a good bet unironically. Liquidity is always the issue with this sector or the market in general, I have some money saved up that I haven't deposited into my brokerage account in order to preserve a tad of liquidity.

[Anonymous No.57631419]

>>57631346
>I have some money saved up that I haven't deposited into my brokerage account in order to preserve a tad of liquidity.
I had €4k of cash outside the bank for the purpose of extra liquidity but I exhausted that reserve less than a month ago. Currently working overtime as much as my employer allows

[Anonymous No.57631472]

>>57631324
>Select sands out of Arkansas is my gamble pick
Looks like they're leveraged to the tits. What's the theses underinvestment? Is there a day to day price chart for frac sand? Or is it an asset like diamonds, there's different types of frac sand and they all have different prices?

[Anonymous No.57631530]

>>57631419
>Currently working overtime as much as my employer allows
That's a winning strategy. I like how greedy you are. Greed is good.

[Anonymous No.57631554]

Crescat is live right now. Get in here.

https://www.youtube.com/live/NGQBkozpOBw?si=JqtOsMf1mY5_Xfas

[Anonymous No.57631621]

Any TA-anons have some advice on STLD? Do I look for this to return to that lower trendline or keep an eye on it breaking out above the upper memeline? Steel prices are dropping fast, so not sure why this stock is running (or all the other steel stocks for that matter).

[Anonymous No.57631628]

>>57631554
Based, they always have some great information.

[Anonymous No.57631636]

>>57631621
sorry, I forgot the cap

[Anonymous No.57631714]

>>57631621
>>57631636
Daily is down, weekly up, monthly says there could be another small leg up, before it's starts selling off. I'm not aware of the fundamentals of this company, so my call might not be as accurate, although if steel prices are going down profits will go down too.

[Anonymous No.57631743]

>>57631714
Thanks. Fundamentals are good, decent margins and growth, but steel prices are going down and scrap is getting harder to come by. I see some difficult times ahead, for a good company.

[Anonymous No.57631818]

>>57631472
Yeah unfortunately there's a mega huge variety of sand. It's even a broad topic in the narrow view of just fracking sand.
What's important is that fracking is the future and the value added by refraining old clogged wells is actually an astounding yield and will prove to be the most economically viable option
When the bean counters find out they'll demand some.of these nws operations get purchased by these o&g titans

[Anonymous No.57631826]

>>57631743
The only steel company I hold is Tenaris S.A Ticker: TS, and I hope it goes lower, It caters to the oil and gas sector. They stand to profit from oil and gas exploration and natural gas infrastructure projects.

[Anonymous No.57631866]

>>57631818
>Yeah unfortunately there's a mega huge variety of sand. It's even a broad topic in the narrow view of just fracking sand.
I figured that much. How did you learn about this sector, any educational material you can refer me to?

[Anonymous No.57631923]

>>57631826
I'd recommend you start watching STLD and NUE also, they produce lots of HRC which would be used for pipe-making (oil) and have amazing balance sheets. They are general EAF steel producers, so they have exposure to other things too, but pipe manufacturers would certainly buy from them (and do).

[Anonymous No.57631940]

>>57631826
>>57631923
Oh and CLF too. Check out these threes margins.

[Anonymous No.57631970]

Palladium looks like it got rejected from the $950 level, could actually be heading towards $600-700, would be a great buying opportunity. Platinum on the other hand should be rising in the short to mid term, or at least remain stable.
>>57631923
>>57631940
I'm aware of these companies. I'm just slightly worried we might be topping out in the cycle soon, so I'm not exposed to steel that much.

[Anonymous No.57631996]

>>57631970
Yeah I wouldn't buy them now. I was surprised to see them continue to go up considering what scrap and steel are doing right now. Trying to figure out why they are.

[PAN MAN No.57632021]

>>57627123
i agree with the anon who thinks Brixton is spread too thin, but they have had some great results over the past two years from multiple targets. They have a massive property, with loads of potential targets that have a chance at being a profitable mine. It will be interesting to see how the market views them a bit down the road.

[Anonymous No.57632055]

>>57631996
NUE chart reminds me of 1999 nasdaq chart, could enter a bubble phase.

[Anonymous No.57632090]

anyone else going in on SSRM? seems like low downside given their other assets

[Anonymous No.57632091]

>>57631970
thanks for the PGM TA anon. I have about 8% of my holdings in PGM stocks so I don't mind much if they go lower
>>57631324
Thank you very much frac chad. US Silica actually looks like a great buy from a TA perspective. I'll start looking into the sector.

[Anonymous No.57632102]

>>57632090
I'm wary of it because I just don't know how these kinds of incidents end for a company of its size. Respectable investment/speculation though, can't say it looks expensive.

[Anonymous No.57632124]

>>57632055
Enter a bubble phase or fall to the floor shortly?

[Anonymous No.57632132]

>>57632021
>i agree with the anon who thinks Brixton is spread too thin,
Can you elaborate on this, is there not enough material or are the grades not economic for this type of project?
>>57632090
I'd get in if has one more leg down, but only a small position less than 1% of my portfolio.

[Anonymous No.57632149]

>>57632124
Hahaha, both scenarios are on the table I guess.

[Anonymous No.57632306]

>>57632149
What do you think about AMR chart? Looks like it might be due for a big retracement. I'd love to buy it at $300 or below as a long term coal hold

[Anonymous No.57632356]

>>57632306
>AMR
Bearish on daily, weekly and monthly plus coal prices are down a lot, doesn't look like a good time to buy.

[PAN MAN No.57632365]

>>57632132
when i say their stretched to thin, i mean they have a huge portfolio of properties to work on, and not many staff to work on it all at once. In exploration you want to have maybe 3 focused properties that your working on, and one major project that actually gains traction / attention. Brixton's shot gun approach may work for them now, but investors often give up on companies that operate this way as it becomes tiresome to try and figure out which project is being talked about in which ever news release is latest. Brixton hasnt fallen into the trap of dumping news about multiple spots at once, their focused on the Thorn property package right now, and on a specific major target in that land package. I can go into this more when i get back from work this afternoon.

[Anonymous No.57632382]

>>57632365
Yeah I think Brixton has now finally gained some focus, something they lacked two years ago.

[Anonymous No.57632403]

>>57632365
>when i say their stretched to thin, i mean they have a huge portfolio of properties to work on
Gotcha, the same thought the other anon had.
>Brixton's shot gun approach may work for them now, but investors often give up on companies that operate this way as it becomes tiresome to try and figure out which project is being talked about in which ever news release is latest.
Yeah, understandable.

[Anonymous No.57632453]

>>57632382
>Yeah I think Brixton has now finally gained some focus, something they lacked two years ago.
Maybe because BHP getting in made some changes in the modus operandi.

[Anonymous No.57632573]

>>57631866
I don't have anything handy because the swat team kept my laptop as evidence last summer. I could look in the archives and drop links for you tho. Give me some time cuz I have brain damage and a brand new laptop that I'm gonna try to use to fetch that from the archives for you.
>How did you learn about the sector?
Fell into it just researching sand for some reason

Are you looking for swing trades, long holds, or dividends?

[Anonymous No.57632693]

>>57632573
>Are you looking for swing trades, long holds, or dividends?
All of the above, whatever is cheapest compared to value. Currently reading a book, but I'd be more than happy to dive into frac sand once I finish it.
>because the swat team kept my laptop as evidence last summer. I could look in the archives and drop links for you tho. Give me some time cuz I have brain damage and a brand new laptop
Wasn't frequenting the thread for quite a few months because of a busy schedule and the threads were going way too fast at the time (meaning the quality was reduced, also too many shitcos being shilled). Sorry to hear about the brain damage and glowies stealing your property. Can anyone fill me in on this story, I'm curious now?

[Anonymous No.57632728]

>>57632453
They probably talked with Brixton's management and told them to just focus on Trapper and Camp Creek. The greater Thorn project, Atlin and the Cobalt silver project are a bit of a waste of funds when you have a buried porphyry and associated hydrothermal gold project to explore. The issue I still see is that it's so very remote and lacks infrastructure, but there's a chance Trapper and Camp Creek develop into strong enough projects to warrant infrastructure investments. Gotta do more DD still though

[Anonymous No.57632737]

>>57632728
>but there's a chance Trapper and Camp Creek develop into strong enough projects to warrant infrastructure investments. Gotta do more DD still though
Yeah, that's the bet.

[Anonymous No.57632764]

>>57632693
I was snitched out by a prostitute for building machine guns.

[Anonymous No.57632817]

>>57632764
>I was snitched out by a prostitute for building machine guns.
Damn... Respect.

[Anonymous No.57632862]

>>57632817
The brain damage came from a head on collision in early December. 12 days in a coma, 19 units of blood dozen compound fractures. So now I'm stupid cant remember things for more than a few seconds. I can tell something's wrong up there

[Anonymous No.57632916]

>>57632862
Sounds like a nightmare, at least you're alive could have been worse.

[Anonymous No.57632931]

>>57632862
Hang in there brother. I hope your head is fixed eventually. It might be just a matter of time.

[Anonymous No.57633249]

it will get better bro, just look at this dude

[Anonymous No.57633313]

>>57632862
Bro, look up cerebrolysin injections, it will save your life.

[Anonymous No.57633317]

>>57633249
Amazing

[Anonymous No.57633399]

>>57633313
I'll ask my doctor when I see him again

[Anonymous No.57633503]

>>57633399
he wont prescribe it to you, its not available in usa
you have to order it online and do it yourself, there are tutorials online
write this down, it could save your life

[Anonymous No.57633805]

>>57633503
I got a few tabs open researching it for the last half hour or so
>Fairly cheap
>Over 50% success rate
>Side effects include hallucinations
I should ve been smoking the wrong shit

[Anonymous No.57633870]

>>57627313
Meeting about training methods at Peabody was postponed until Monday because the superintendent is, of course, a very busy guy. Will keep you all updated

[Anonymous No.57633902]

>>57633870
thanks coalbro

[Anonymous No.57633910]

>>57633805
>Over 50% success rate
>Side effects include hallucinations
Worth the risk it seems.

[PAN MAN No.57633930]

>>57632382
>>57632453
as a side note, i think juniors shouldnt be penalized for dropping properties after exploration shows there isnt anything of value there. Too many of these companies end up holding on to ground and looking at it again and again without any major new finds, dragging them down until they either sell the property or drop it, usually with the market shitting on them for disposing of the property.

If a property isnt worth it, i dont keep it, thats a general rule in prospecting. Out of 10 claims i stake a season, maybe 1 or 2 will end up having anything worth bothering with.

[Anonymous No.57633944]

>>57633805
>>57633910
It repairs brain damage, it's a protein extracted from pig brains. It's used on alzheimer's, dementia, stoke, brain damage and alcoholics.

[PAN MAN No.57633950]

>>57632728
Thorn and its smaller properties could be accessed with upgrades to the Golden Bear Trail from Days Ranch out of Telegraph Creek. Its a lot of trail to upgrade, only meant for bulldozer use, but it could be upgraded to allow wider access to Thorn.

[Anonymous No.57633981]

>>57633944
Seems promising, he could also do something less invasive and consume lion's mane (mushroom) if he's not already using it, It's been shown to have neurotropic effects. Could help and there's no risks with consuming it as far as I'm aware.

[Anonymous No.57633988]

>>57633981
cerebrolysin is like lions mane on steriods
but yeah lions mane is good, but it should be cycled

[Anonymous No.57634016]

>>57606455
Watch Bleach... I think.

[Anonymous No.57634023]

>>57633988
>cerebrolysin is like lions mane on steriods
Figured as much.
>but yeah lions mane is good, but it should be cycled
Obviously you're more knowledgeable about this topic than me, wasn't aware about cycles.

[Anonymous No.57634039]

>>57634023
>Obviously you're more knowledgeable about this topic than me, wasn't aware about cycles.
your body gets used to certain substances, giving it a break for a week in between uses will maximize the substance's effects
check out /r/nootropics on leddit or check out longecity forums for more info

[Anonymous No.57634065]

>>57634039
>giving it a break for a week in between uses will maximize the substance's effects
Makes a lot of sense actually.

[Anonymous No.57634426]

>>57633902
No problem! :)

[Anonymous No.57634668]

>>57633944
>>57633981
I'll keep looking into it these substances. I appreciate the help

[Anonymous No.57635043]

[Anonymous No.57635527]

Not sure why this thread doesn't get picked up by the "cmmg" filter I applied.

Anyways, I think I found a comfy balance for myself.
>Buying 1-2 bonds every month for consistent income/growth
>Throwing money at WMT through work
>Writing options on WMT for an extra 1-2% per year (on top of buybacks, dividends, and 15% contribution matching, on top of whatever growth it has, plus it's defensive)
>DPSP through work that focuses on international and emerging markets
>dcaing into various etfs as I see fit (mining, energy, etc)
>Swing trading with TA on etfs, mostly leveraged stuff in low quantities, such as TSLT or LABU/LABD, no fee to buy them
>Otherwise piss around playing VIDEOGAMES and checking my 1h/4h charts for forex/cfds

All I gotta do is just keep doing what I'm doing and I'll snowball over time

[Anonymous No.57635599]

>>57635527
>"cmmg"
it's probably case sensitive

[Anonymous No.57635666]

>>57635599 (checked)
I thought it was from OP putting an unrenderable character in the title to hide it, lol. Turns out it was after 4channel got merged away, I had /biz/ filters below my other board filters so it got pruned for whatever reason.

[Anonymous No.57635729]

>>57635666
Gibs filter list satan

[Anonymous No.57635753]

>>57635729
It's mostly for trash though, I don't even know why I have it since it removes like 90% of the threads there
tlhg|tohg|femdom|wvt|vrlg|sus|ntr|fujo|xiverp|gchub|sug|bara|drsg|collared|tmg|doe|kpop|gaypg|cyoa|mmm|mfat|findom|fujojo|loona|dum|ebt|blacked|bleaced|scat|diaper|sissy|fat|feeding|brap|bbw|tfg|fetishmon|funkg|rwby|hmofa|hfur|twokinds|rin|mcg|twinning|wg|meowg|fatsona|inblot|transformers|mspdt|jsg|joi|ceg|bvb|basurero|pokesg|sbg|cbg|vtsg|ztg|roommates|vore|ictg|micro|macro|kpureg|rubber|hypno|pokeverse|mpreg|pony|senran|wvvt|wlwag|lolg|fesg|slg|bleached|erp|nsg||cel|hg|bun|furrygames|pfg|wjsn|gst|mowg|cap|agywb|gme|fgsg|muscles|wfg|inkblots|tgamm|haha|pso2ga|flg|dft|ftt|furb|bfur|dff|mmog|gywb|amphibia|scaly|hmoma|hypnosis|psg|bzzt|hyper|slt|hair|clg|wojak|jak|hunger|kfur|dfwb|farms|awoo|straight|averi|fug|sneed|kirby|poyo|amh|blg|dbs|snoot|clop|exeg|v/orld|ff|draw|drawthread|vrfg|krystal|fatfur|tlosg|trashutg|curseg|bcb|wvp|intr|iwbbg|endtown|homog|tlvg|ysh|beta|doa|goon|gooning|feet|paw|foot|feetpaw|npg|obj|gkg|prequel|katia|donk|donks|burst|popping|blueberry|vrfg|gsg|plush|pizzatrash|pizza|ysg|wam|placers|sjg|aag|gfur|furred|super|toon|female|petterz|mystery|built|diaperfur|unfiction|azur|whd|brown|pfg|pag|slug|wholesome|fnaf|sonic|sdg|ywnbbw|btg|blackedfur|plap|goon|07|svrg|ook|eqg|mutant|diapered

[Anonymous No.57635801]

>>57635753
>Feet
>Foot
You should be ashamed

[Anonymous No.57635873]

>>57635753
>>57635801
i suppose it makes sense that satan would filter out the good stuff

[Anonymous No.57635939]

>>57635801
>>57635873
I can always manually search if I'm in the mood, silly
Anyways, when I'm in the mood to get fucked, my first choice is always thinking about mining stocks!

[Anonymous No.57635980]

>>57635939
kek

[Anonymous No.57636274]

>>57625752
Thanks man. I'm still nor subbed ATM

[Anonymous No.57636284]

>>57630214
Look at the market cap. Plenty of room for more multiples.

[Anonymous No.57636309]

>>57632862
If it was the others drivers fault you should sue the shit out of them.

[Anonymous No.57636314]

>>57633988
I grow and produce lions mane supplements. Lassen send an email to redwolf1488 at proton mail and I'll send you some bottles for free.

[Anonymous No.57636997]

>>57636284
>Look at the market cap. Plenty of room for more multiples.
Yeah, I get that part too. I'd have to look into it more.

[Anonymous No.57637056]

>As at the Latest Practicable Date, RUSAL owned a 26.39% interest in Norilsk Nickel.
For anyone interested about indirect exposure to Norilsk. Rusal owns 26% Norilsk Nickel and It trades on the HKEX Ticker: 486. Although they've been known to sell small stakes here and there.

[Anonymous No.57637133]

What's going on with Triton Minerals and the Graphite market in general? Anyone up to date on Triton? They have a Tier 1 mine or am I remembering incorrectly?

[Anonymous No.57637164]

>>57636314
Fuck that would be awesome dude. I appreciate you

[Anonymous No.57637285]

>>57636314
why do you grow it instead of buying supplements?
is it better dosing it in higher quantities?

do you feel a difference taking it?

[Anonymous No.57637290]

How's your portfolio guys, ready for the breakout ?
>35% gold
>27% silver
>35% copper
>3% zinc

I would like a bit more silver but there is hardly any good silver stock at all. I might sell 5% of copper to add to my gold, there is still one company I wanna average down, didnt buy shares for a whole year on them. Overall very happy even if I dont touch it anymore, I have all positions I wanted to buy.

[Anonymous No.57637382]

>>57637133
First I ever hear of this company. Their DFS is from 2017.
>46 MT Resource @ 6.6% TGC and 24.9 MT Reserve @ 6.2% TGC
>59% large flake graphite (>180µm), 32% jumbo flake graphite (>300µm)
>Robust Financials of NPV US$298 million, IRR 37%
What's supposed to be tier 1 about this exactly?

Btw look at SVM.AX if you want graphite exposure. They have literally the best rutile (titanium) project in the history of mankind and they say it's also the second largest flake graphite resource in the world.
>1.8Bt @ 1% TiO2
>1.8Bt @ 1.4% TGC
Also check out that PFS, US$415MM avg annual EBITDA and basically a century long mine life since the 25y LOM uses only 1/3 of the resources. Market cap? A$250MM lmfao. Easiest buy&hold in my pf. Rio Tinto's also a partner.

[Anonymous No.57637401]

>>57637290
I was actually about to ask that same question at the beginning of the next thread to keep the convo going over the weekend but here's my weightings right now
>34% Au
>8% Ag
>11% o&g
>12% U
>8% Cu
>8% coal
>8% PGMs(+Ni)
>11% other (TiO2+REEs)

I want more silver exposure, and I also want some more gold exposure despite having such an outsized portfolio exposure for it already. I'm contemplating selling some of my coal holdings for now and reentering later but I gotta think about it

[Anonymous No.57637421]

>>57637382
>What's supposed to be tier 1 about this exactly?
Nothing I guess, I was looking at some graphite deposits in Africa a few years ago, but I didn't take notes and something must have gotten mixed up in my head, can't even remember half the companies.
>SVM.AX
I remember this one, but nothing about the deposit, I'll need to look into it again. Thanks.

[Anonymous No.57637444]

>>57637421
It's going to be the world's biggest and lowest cost producer of rutile, and there's two mines shutting down in the next few years so supply is coming down. Not that supply&demand matters much when you're the lowest cost producer. Kasiya can flood the market with titanium and graphite for all I care lol not my problem

[Anonymous No.57637457]

>>57637290
>How's your portfolio guys, ready for the breakout ?
I'm mostly in oil and gas, I hold some mining majors, just starting to dabble in the junior mining sector.
>>57637444
Checked sounds like a great story, I'll look into it more later today. Thanks!

[Anonymous No.57637861]

Any natural gas producer that you're aware off, that didn't hedge production a couple years ago and now they're in the dirt because of it, but have quality long life assets? Having a hard time finding any, most of them hedged.

[Anonymous No.57638374]

>>57635527
Are you the Walmart anon? I remember a guy maybe a year or two ago here who worked at Walmart and would invest exclusively in commodities and WMT

[Anonymous No.57638435]

>>57629240
If you’re taking about VWTR, yea that’s now a defunct company lol

[Anonymous No.57638441]

>>57629008
Isn’t Energy Fuels a big REE in that state?

[Anonymous No.57638480]

>>57629241
It’s a company with like 6 drilled wells and a capex of $26M USD for this upcoming season. They need to open more wells, refurb existing ageing infrastructure and also seek out oil deposits. SASB is a incredibly rich area in the Black Sea, so that’s where a lot of the value lies. It’s just mitigated by an idiot CEO Art Hallern who is always talking a big game in interviews and then comes up short despite his huge $1M yearly compensation. His PP structures have also hurt existing shareholders and there’s shorts like Echelon lurking around too.

I’ve got like 30k shares avg 0.21 and will buy more. I was super lucky to get out early August and buy back in, but a lot of people wernt lucky and now there’s a lot of disgruntled folks holding bags.

[Anonymous No.57638720]

>Seems Gary has called the intermediate cycle low in Silver in the weekend report

[Anonymous No.57638794]

>>57632764
Building your own machine guns is legal, unless you live in a commie state.

[Anonymous No.57638952]

>>57638794

[Anonymous No.57639247]

>>57637861
Birchcliff I think refuses to hedge altogether and they have decent assets. Their dividend is absolutely unsustainable at these prices and last U checked they were tapping into their credit revolver to keep paying the dividend. lel

[Anonymous No.57639463]

>>57638720
>>57630197
Again, you better have your seat brothers.

[Anonymous No.57639978]

>>57638480
Seems pretty speculative, good luck with that one.
>>57639247
>ast U checked they were tapping into their credit revolver to keep paying the dividend. lel
Kek, Might be a good buy if it sells off like -50% or more.

[Anonymous No.57640273]

I wish Eloro would do an equity financing already. They're out of cash. I want to buy after a private placement, not before. It looks like the high grade pit resource could end up producing in excess of 20Moz AgEq for 12-20 years, though it's "only" 30% Ag and the rest is Zn-Pb-Sn. For reference, Discovery Silver will produce 33Moz AgEq for 18 years based on the PFS, with 50% Ag component. I like these big open pit silver projects!

[Anonymous No.57640320]

>>57640273
>I wish Eloro would do an equity financing already. They're out of cash. I want to buy after a private placement, not before.
Hahahaha, I'm on the same boat. Hey on the flip side the later they do a PP the cheaper you an buy the stock after the PP, because the stock is in a downtrend as of now so the longer they wait the worse the PP will be for current shareholders.

[Anonymous No.57640331]

>>57640320
you're right but it also depends on silver. If silver decides that it has bottomed then I'll be left without Eloro shares. Yesterday's move was quite big in silver and copper, probably due to the services inflation data

[Anonymous No.57640370]

>>57640331
>Yesterday's move was quite big in silver and copper, probably due to the services inflation data
Yeah, kind of weird in my opinion, because sticky inflation means higher interest rates for longer which isn't bullish for silver nor for copper. The rally looks like a bull trap to me, I'm expecting a selloff on Monday, I'd be surprised if it kept going up next week. Wouldn't worry about missing the opportunity to bag some Eloro shares.

[Anonymous No.57640377]

>>57640370
I'm pretty sure the market is betting the Fed has to cut rates despite inflation, due to government debt servicing expenses. If it were up to the Fed they'd really keep the rates higher for longer though.

[Anonymous No.57640436]

Fresnillo, world's biggest silver producer, down at 2009 lows.

[Anonymous No.57640541]

>>57640377
Had to think while eating my dinner on that one. I think since the stock market has priced in rate cuts, I don't see why the PM's market hasn't done the same already, gold made a new ATH not so long ago. The market pushed out the Fed few months later (May I think instead of March). Problem is if the government keeps running these deficits eventually they will lose the long end of the curve, and if the Fed cuts the interest rates to reduce the governments interest expense they end up losing the long end of the curve in that scenario too. No one will loan money at 10-30 years with these deficits, and with a Fed that want to cut interest rates. I think the big thing that can push PM's into a new leg up is the March decision to end the BTFP, if they extend it, it's basically telling the market we're doing QE but we're not calling it QE, the lose the long end of the yield curve either way. Think of it this way what interest rate would you demand from the USA government (or for that matter any government) for a 30y bond that you must hold to maturity? The interest rate is probably much higher than the current one.

[Anonymous No.57641296]

>>57640541
>I think since the stock market has priced in rate cuts, I don't see why the PM's market hasn't done the same already, gold made a new ATH not so long ago.
I also don't understand the excess in bearishness in PMs but hey that's why I'm a buyer.
>BTFP
quick rundown on this please?

[Anonymous No.57641397]

>>57641296
The Bank Term Funding Program, they started it when the banks failed last year. They basically buy long term bonds from commercial banks which are down 30-50% at todays market prices (due to the rise in interest rates and the fixed interest rate nature of bonds) and they pay par value for them for a certain amount of time and at a certain interest. This fakes more liquidity into the system, because the banks now don't need to sell their fixed rate credit at huge losses to meet deposit withdraw demands and other liabilities, a large number of banks are insolvent and illiquid, but we're not allowed to know which. So you see if they end this program in march expect more bank failures, and since most liabilities are denominated in dollars and not PMS's, and banks failing make dollars scarcer, this scenario would probably push PM prices down, if they extend the program on the other hand, It means they're flooding the market with dollars, which is good for PM's because it's a form of devaluation, something like QE but not quite like it.

[Anonymous No.57641404]

New bread:

>>57641399

>>57641399