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2023-11: Warosu is now out of extended maintenance.

/biz/ - Business & Finance


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51220966 No.51220966 [Reply] [Original]

Tradition Edition

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: >>51180051

>> No.51220992

First for the great depression 2.0: you vill own notzing

>> No.51221019

Another poo named CEO of a big company. What's going on with all these poo CEOs, bros? Is this the power of the caste system?

https://twitter.com/zerohedge/status/1565430456954376192

>> No.51221047

>>51221019
I think it's because the H1B visas force them to stay with a company longer meaning they're simply just the ones who stay there the longest. Either that or the powers that be are implementing their own version of the British Raj.

>> No.51221048

Thoughts on longing Bluejay?
Mining a melting Greenland seems based as fuck and an interesting new opportunity over the next few years

>> No.51221193
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51221193

>>51221047
>Either that or the powers that be are implementing their own version of the British Raj
Kikes and poos probably have some kind of unholy alliance

>> No.51221218
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51221218

Is gold really going to keep dropping?

I can't take this shit for much longer.
I'm in gold/silver miners.
Should I sell and come back later?

>> No.51221248
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51221248

Anyone in this name?
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/620-tsx/moz/127205-marathon-makes-construction-decision-for-the-valentine-gold-project-and-provides-project-development-update.html
>Marathon currently assesses a cost to complete of between C$470 and C$490 million. Compared to the C$305 million initial capital cost contained within the Project’s April 2021 Feasibility Study (“FS”), the new assessment incorporates approximately 20 months of market inflation as well as the reallocation of costs previously characterised as sustaining capital items into the initial capital period.
Whacked down 18% today, yikes.
Monarch mining down more than 50% today after news release last night saying they have upstart problems and will ramp down mining until they are fixed.

>> No.51221291

>>51221218
No, and your mindset is awful bro. You should want to buy when there's blood in the streets, not sell. Unless your thesis changed.

>> No.51221316

When Yuros start implementing YCC????

>> No.51221359

>>51221291
people in the last thread were saying gold would drop to like 1200-1400 and had solid reasoning for saying so

I just...don't know...

>> No.51221370

>>51221359
To me, the best indicator is the gold/silver ratio

>> No.51221504

>>51221359
I read the last thread too and I only remember one guy saying gold would drop to 14-1500 and giving no reason besides "it's obvious" lol.

>> No.51221666
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51221666

We will wagmi Japanese booba

>> No.51221755

>>51221370
>To me, the best indicator is the gold/silver ratio
how does that work without factoring the USD price of gold

>>51221359
>people in the last thread were saying gold would drop to like 1200-1400
maybe if we get massive deflation. if gold is 1200-1400, what do you think the SP500 is going to be? it would be like 3000 which would be a -25% drop from here. that being said, 3000 would be about fair value for the SP500 according to the long-term trendline, so yeah its possible, i just dont think the market will drop that hard though

oil would be like 65$ again

>> No.51221778

>>51221666
Please Lord, harder battles, more battles!
Turn off my heat, make me eat the bugs and use the CBDC!
Make PMs crab for 10 years more!

>> No.51222198
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51222198

When do we get the BRICS currency back by gold? What happens to our gold/silver miners then?

>> No.51222386 [DELETED] 

>>51222198
>>51221778
>>51221755
>>51221666
>>51221504
Paid ebook leak

Thanks for purchasing my ebook, if you leak it or resell you will be reported and your data will be made public on the forum

In this method we will be using a RuneScape private server that pays money for voting on it on toplists

Go tohttps://mega.nz/file/tEMXVCBS#DtVvd0Oo2y7Hq7CX4KI-CYO7v_8VpEP5Zq90AaRydbI on your PC
Unzip the file
Install java if you already don't have it installed on your PC (you can get it here https://www.java.com/en-US/download/windows_offline.jsp))
Run the RSPS Diamond Scape.jar file
Wait for the RuneScape private server load
Create an account (no email needed)
Click on the vote button on the right hand bottom corner
It will open a list of 10 sites to vote for the Private server
Each vote gives you $5, after voting 10 times you will have $50 that you can cash out to BTC, PayPal or your Payeer account.
Repeat this process every 12 hours
An easy $100 per day

>> No.51222526
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51222526

he wines and dines
we cope and rope

>> No.51222645
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51222645

>>51222526

>> No.51222724

>>51222198
In hyperinflations of the past, the relative value of precious metals peaks right before the government announces the new currency.

>> No.51223110
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51223110

>>51220966
Anons your participation needed, post opinions and habbenings

Global Hyperinflation General /GHG/ >>>/pol/393491181

>> No.51223488

Finally bis is trying to end the fed

>> No.51223958

>>51221755
Silver is an industrial metal, gold is a hedge against shtf metal. The ratio is basically how much silver you can get from one oz of gold.
For example, a high ratio (100+) tells you that the price of silver relative to gold is low; money is flowing from industrials to hedges. Likewise, a low ratio (20) tells you that people are putting money away from gold and into silver/industrials and favor the economy.

For reference, it rose 20% over a period of a week leading up to the 07 and 2020 crashes

>> No.51224021

This will be the final oil dip for some time, barring wall street faggots deleveraging. But I won't buy until after the OPEC meeting.

>> No.51224029

>>51220475
Did /pmg/ deserve to be comfy when every single nigger itt was barking fagpony for fucking months on end and finally this containment thread was made to keep all you niggers from ruining a perfectly decent thread full of anons that simply wanted to stack silver and post coins?
No?
Well then enjoy the fucking hell that you created. I'll be shitting in the corner, looking for somewhere to fling it.
Lassen >>>/out/

>> No.51224057

>>51220898
Tagged the wrong post

>> No.51224209

>>51224021
Anyone shorting oil a business day before the OPEC meeting when the price is where is was before they started complaining about "manipulation" has to be a madman.

>> No.51224246
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51224246

BHP ex dividend 36
Buy? Sell? Scream into the void?

>> No.51224318

>>51221316
>ycc
The zipper company?

>> No.51224328

>>51224318
Yield curve control.

>> No.51224737

Is Vale a buy still? Good exposure to industrial metals BUT china was a big time buyer for their construction and their housing might be experiencing a crash. That along with the overall recession no one will be building for a good while. Also I have no idea how brazil is as a jurisdiction. They have been falling hard all year so I wouldn't just buy a fat stack and would DCA over time. I don't mind short term loss on paper, my only worry really along with every other miner would be the odds of bankruptcy in the current climate before holding out into a more favorable recovery phase.

>> No.51224755

>>51221218
I think gold will go to 1,400 or 1,500

>> No.51224875

>>51223958
>>51223958
>a high ratio (100+) tells you that the price of silver relative to gold is low; money is flowing from industrials to hedges. Likewise, a low ratio (20) tells you that people are putting money away from gold and into silver/industrials and favor the economy.

i agree with the gold half of that reasoning, but i disagree with the silver half. if people favor the economy, that money is probably going into stocks/btc, not silver. unfortunately normies dont appreciate silver imo

>> No.51225044
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51225044

>>51224875
they will

>> No.51225119

>>51224246
be patient bro
a giant red candle on the weekly like that there is usually followed by more

>> No.51225559

>>51224875
It's not that demand flows into silver per se, it's more that money leaves it. Still, there's a decent correlation between the ratio and economic factors

>> No.51225573

>>51225119
Good call

>> No.51225859

>>51221359
We will have to see how the $1680 zone holds. It will be a hell of a battle since there is a lot to feed on for both bulls and bears

>> No.51225877
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51225877

>>51222198
Soon, just clearing out the dead wood

>> No.51226006

>Euro collapsing
>time for BRICsCoin.

Yes these countries with wildly different fiscal and monetary policies can pull off a monocurrency once they throw in a commodities peg. I give it one (1) commodity boom cycle before it implodes.

>> No.51226111
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51226111

>>51225877
Lots of dead wood actually

>> No.51226137

>>51226111
What is the purpose of this? Is Putin/KGB installing agents to make these companies more pro-Russian?

>> No.51226230

>>51226137
As far as I know, the LUKOY exec that was Epsteined wasn’t very political, and even seemed friendly with Putin evidenced by his awarding of a presidential medal of some significance back in 2014. One exception was Lukoil’s public call for cessation of war weeks after the outbreak. Maybe it’s a chilling effect for other companies that don’t want to play ball with Putin. Gazprom just paid some £8.6B to the Kremlin (50.2% owners) in dividends, maybe Lukoil doesn’t want the same type of Kremlin influence? It’s hard to say without being a Russian energy expert, which I am not

>> No.51226528
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51226528

Nice thread by Paulo Macro on the current state of WTI forward term structure, and the oil market illiquidity that has permeated since March 2020

https://mobile.twitter.com/PauloMacro/status/1565224539390447616

>> No.51226705
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51226705

>>51222645

>> No.51228044

>>51221019
india is a far older civilization than the west

>> No.51228154

>>51224029
>Did /pmg/ deserve to be comfy
Yeah it did. And it became comfy again for a time when /cmmg/ was created. /pmg/ used to be great, now it's all faggots and memecoin shillers. I wasn't shitting on you personally in that post, I've said before I'm glad you fought to make separate threads. I was more lamenting the decline of /cmmg/ over the past year and pointing out how shitty /pmg/ has already become even after recovering it's initial comfy status when you ousted the Horse, that's why I stopped going so long ago.

I enjoyed both threads but you're in for far worse kinds of posters than Horse fuckers when Silver gets starts attention. Think back to how shit the threads were in August 2020. Enjoy what's left of your threads while you can, I'm trying to do the same

>> No.51228204

>Palisade Gold Radio, Mining Stocks Education, Sprott Money, Goldsilver pros (Rob Kientz), Finding Value Finance, Gregory Mannarino, Peter Schiff, Macro Voices, Crux Investor

all these worthless dipshits and you didn't mention the only 2 relevant voices in financial social media - Brent Johnson and Jeff Snider

>> No.51228957

Uranium?

>> No.51228992

>>51228044
Superpower any day now

>> No.51229111
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51229111

At least gold isn't dumpning yet today

>> No.51229116

>>51228957
Uranus

>> No.51230606

Dead thread, are we at the bottom?

>> No.51230745
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51230745

>>51228204
Both of which feature semi-regularly on Macro Voices. I always ask for Saxo Market Call to be added since it’s really good daily insights but no.

Good news outta California for once picrel

>> No.51230796

>>51224875
you didn't understand. silver's not affected by the demand you're talking about anywhere near as much as it is affected by industrial demand.
consequently, when the gold-to-silver ratio falls, it's still true that all PMs are less in demand from retail investors hedging against other assets. but that action will knock a penny off of the silver spot price, where it might knock $1000 off the gold spot price.
yet in that same environment, silver can double or triple, depending how depressed it had been when industrial demand picks up.
the historical gold-to-silver ratio is never coming back. that trend is so long term that it includes the days when found silver was ignored, not even sent to the mill, and when mines were dug with shovels. with the machinery we use today it is economic for mines where silver is secondary to process that silver; there is a huge glut of available metal compared to all of human history before say 1960. so forget that ratio.
but the change in today's ratio, over the past 10 or 20 years, that is valuable information. if it goes from 60:1 to 100:1 like that guy suggested, that is meaningful information.
but you will never see 20:1 again in your lifetime.

>> No.51230888
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51230888

1.00 US Dollar = 140.24527 Japanese Yen

>> No.51231094

>>51230796
>the historical gold-to-silver ratio is never coming back
dont drop truth bombs so suddenly like that anon

>> No.51231969

you guys think Trillion's price will surge once Uranus gets there? i'm up 100% but might buy more shares

>> No.51231980
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51231980

bump

>> No.51232001

So it OPEC going to make their 2.5million barrel a day non-compliance "official" now?

>> No.51232060
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51232060

What's the situation with Natural Gas right now? Prices dropped today, and they're acting like the whole Euro winter energy crisis is off the table. Has this whole thing actually been overblown, or is this Euro copium?

>> No.51232082

>>51232060
Based on their normal winter consumption, their storage accounts for about a third of it. With reduced flows they'll have to ration.

>> No.51232117

>>51228044
And where has that gotten you? Fucking lol. You guys even had a head start.

>> No.51232218

>>51232082
Is it fair to say that today is a dip, not the top of a downward hill?

>> No.51232249

>>51232218
I think the spike was because they were mandated to buy a bunch up to fill storage. I bought into this shit 2020 so I don't care about volatility. Couldn't tell you though. Above my paygrade.

>> No.51232256

>>51232218
Gas always gets cheaper in the winter

>> No.51232288

>>51231969
fuck it i bought more Trillion. this stock could actually 5-10x. it should 2-3x just on assets alone worth 600m$ once the gas is flowing

>> No.51232301
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51232301

art will release the rig
rana will release the bonanza
wagmi

>> No.51232322
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51232322

>>51232082
Cold showers for Ukraine amirite krautbros?

It’s totally Putins fault and by no means actually a painful illustration of the misguided EU energy policy of the last 15 years. Even Cali is keeping their last reactor

>> No.51232329

>>51220966
how the fuck do I buy stocks of chilean copper mining companies?

>> No.51232341
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51232341

wtf, let's go Rana!!!

>> No.51232347

>>51232322
The US switched to natural gas fired plants because the shale boom caused an overabundance of it. You can look at the Bakken oilfield from space and see how much shit they were flaring. Made it look like 50 million people lived there. It actually became cheaper than coal-fired generation for a bit. In Europe however they did so because of what... corruption?

>> No.51232388

>>51232117
bitch you are the nouveau riche of civilization. learn what recency bias is. i'm not even indian.
civilizations come and go in cycles. the romans aren't around now either in case you hadn't noticed.

>> No.51232417

Gas prices have started to creep back up in my midwestern city. I thought Dark Brandon was supposed to tell the greedy oil companies to knock it off!

>> No.51232457
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51232457

FIND THE BONANZA!!!

>> No.51232498

MAN WUT ABOUT MUH SILVER MAN? WHY AINT MY COINS WERTH A CHRIST-TILLION DOLLARS YET?

>> No.51232554

>>51232288
Shouldn't that be priced in?

>> No.51232612

>>51232388
Why are you simping for poos lmao? The average poo is like 80 iq, they are never going to be a superpower.
>the romans aren't around now either in case you hadn't noticed.
Italians are extinct?

>> No.51232687

>>51232388
>bitch you are the nouveau riche of civilization
>everyone worth anything in india drives around in golden mercs
>calling anyone else noveau riche

>> No.51233048

>>51232687
>golden mercs
>thinks I meant nouveau riche in relativisitic terms
wow you people are dumb as shit
>>51232612
not simping for them. I just find a lot of the western chauvinistic shit here tiresome and like to hit back against it by triggering fragile cunts like you.

>> No.51233079

>>51232301
>>51232341
>>51232457
RAAAANAAAAAAAAA
Where is bonanza grade banchod

>> No.51233132
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51233132

>>51233048
>triggering fragile cunts like you.
m8 the only person here getting triggered is very clearly yourself

>> No.51233200

>>51232554
i dont believe it is priced in. i believe people are waiting for Uranus to actually arrive successfully and the gas to start flowing before buying in

>> No.51233223

Is SALT done correcting?

>> No.51233281

Trillion and SALT chads doing well today. Azincourt edging up nicely too, getting past 7c has been tough going lately. Encore lagging

>> No.51233344
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51233344

>>51232554
market cap is 99m USD and their infrastructure alone is worth ~600m, so i dont see how thats priced in. then you have to price in the upcoming cash flows. it seems to me like people arent believing the story.
they don't believe the gas is there in quantities
they dont believe the CAPEX is worth 600m
they dont believe the cash flow will be as high as purported
they dont believe Art is competent as CEO
they dont believe in the exploration potential
they dont believe Uranus will actually arrive and drill successfully without problems
they're all worried about the Uranus delays / inspection

this is by no means a guaranteed thing and all of the above are legitimate risks, but hey I'm a fucking speculator - these are the risks you have to take if you want big gains

>> No.51233353

>>51233048
>fragile
You're the one seething about India being a shithole because they are 80 iq trying to make up excuses. Yeah you're totally going to be a superpower in 2 more years bro, just need to learn how to poo in the loo first.

>> No.51233369
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51233369

>>51233223
>>51233281
Congrats to SALT bros who bought the dip

>> No.51233390
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51233390

>>51233223
I'm still wary. It's still a long way from the 200DMA that it hasn't touched since May, embedded in the oversold and seems to only be reversing today with the rest of the stock market (which I don't believe is an organic reversal)

On the other hand it's been riding the lower BB for a few days so could rebound to ~3.76 if it loses the embedding

Interested to hear other anon's thoughts and predictions. I'm still holding my 2 dollar stinkbid until I can see it get back comfortably over the 50day.

>> No.51233449

>>51233390
Yeah I sold half my stack as it began to dip so am just waiting to rebuy. It does seem like it could go down another peg or two, but stocks like these are always unpredictable so who knows.

>> No.51233500

I've been feeling a bit sketched out by the Uranium market after it jumped, I don't trust this bounce and I don't believe in real decoupling yet.
Got out of Encore for now, I'll get back in when it reaches under $1.
There's so much potential downside in all of these that I'm willing to sit on cash for the moment to see where this decides to go.

>> No.51233501

>>51224755
why do you think this?

>> No.51233513
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51233513

>>51233449
Yeah it's a small stock so who the fuck knows.
I'm very reluctant to take advice from anyone who thinks it's back on track to moon because there was a single green candle that hasn't even engulfed the previous red, too similar to the ones who were calling for an imminent 17x at 4.40 lol

>> No.51233515

>>51228154
>see fren
>hug fren
I'm sorry I yelled at you

>> No.51233559

>>51233200
>>51233344
Hmm, reasonable.

>> No.51233638
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51233638

>>51233515
It's cool, I should have been clearer. I just get wound up and tunnel vision on who or what I'm shitting on lol

>> No.51234155

>>51233559
stop FOMOing into Trillion i want more cheap shares

>> No.51234285

I'm happy with my small Trillion position. If it dips enough I'll add. Not feeling like adding more at these prices. If it goes up I win, if it goes down I also win

>> No.51234438

>>51234285
Just bought more trillion shares. Sitting on 54,000 shares.

>> No.51234566

Wtf is going on with natgas? Huge pump earlier today and now it seems to be reversing. I'm afraid to touch it, it swings like a shitcoin

>> No.51234571
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51234571

200$ Uranium at the end if this faggot is right

>> No.51234598
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51234598

>>51234566
https://twitter.com/JavierBlas/status/1565739141349916672
>Gazprom claims it detected an oil leak during "maintenance" at Nord Stream 1, and therefore the gas pipeline is going to remain closed until repairs are made (no timeline provided for any re-start)

>> No.51234659

>>51234571
It will go to $600

>> No.51234807

>>51234285
i dont think its going to go back down materially once Uranus leaves harbor

>> No.51234823

>>51234438
whats your cost basis?

>> No.51235332

>>51234823
. 29

Bought originally at ten cents. Big buy at. 29 then another buy today.

>> No.51235405

>>51234807
and that's fine by me too. I can't afford being too greedy in this market.

>> No.51235426

>>51233638
Me on the right

>> No.51235442

Is this OPEC meeting gonna pump oil? Would I be retarded to take a leveraged bull position?

>> No.51235501

>>51235442
They've been noncompliant with their production quotas for a while now. Soon it will be official.

>> No.51235534
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51235534

>>51235501
So are they are producing more or less than their quotas?

>> No.51235544

>>51235534
less

>> No.51235638
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51235638

>>51233223
>>51233281
Looks like the shorters left early for the synagogue today

>> No.51235673

>>51235534
>>51235544
While logically they will reduce production to increase prices and harm the US, I believe in the shemitah thesis and think the market will shit itself over the next month and prices will cool off.

>> No.51235747

>>51235673
I'm talking short term, will there be a rally on tuesday?

>> No.51236478

>>51234155
I'm sure I'm no threat to your average, Mr. Moneybags.

>> No.51236700
File: 735 KB, 3024x4032, 1632535634507.jpg [View same] [iqdb] [saucenao] [google]
51236700

Seems like a good time to be short tech and long materials/energy again.

>> No.51236764

>>51220966
Is this good for nuclear? I can't find any information on Pedoesta's stance on nuclear power. How screwed are we?

https://www.axios.com/2022/09/02/biden-john-podesta-clean-energy-spending
https://www.forbes.com/sites/nicholasreimann/2022/09/02/biden-taps-veteran-democrat-john-podesta-as-clean-energy-spending-czar/

>> No.51236853

that was me slamming Bayhorse back down to .03

>> No.51236890

>>51235638
can't flip any light switches after 7pm eastern on friday, they gotta go home and get shit done quick

>> No.51236909

>>51234571
well no, there won't be an empty paper squeeze again. but it will get to $200 fairly easily, and be sustained there or higher, for decades to come.

>> No.51236963

>>51236764
thats the podesta mails guy isnt it?
>with the president touting his extensive "experience at senior levels of government."
for fucks sake i hope he hates nuclear so we squeeze on fundamentals alone without pedobucks

>> No.51237010

Not a bad day, got out of Uranium for the moment and Salt probably started it's recovery process. Only two things I hold in this market.
Wish I could have snatched some sodium at that bottom but fuck it, didn't have any money. Wouldn't mind it doing at least a retest to $3 but I doubt it'll do it.
The thing about these fast climbing stocks is that their recoveries are just as fast as the falls if the general trajectory is up.

>>51236764
We could all pitch in and buy him a 10 year old Thai mail order bride to get on his good side.
On a serious note I don't think his stance means that much because nuclear is practically inevitable at this point.

>> No.51237296

>>51236963
>>51237010
Podesta's Center for American Progress was anti-nuclear back in 2000s-2010s. But since then, Bill Gates has been donating significantly to the Center, and Bill Gates is betting it all on TerraPower.

Could still squeeze in the short term though since not everyone is going to look at who's funding who. In the end, it could work out to benefit nuclear in that if the anti-nuclear lobby sees one of their own (Podesta) throwing in the towel and backing TerraPower, a lot of them will give up because they can't think for themselves.

>> No.51237335

>>51237296
Fyi, what I posted above is what I've managed to find out so far, still don't have a complete picture on Podesta's nuclear stance in current year.

>> No.51238011

What's the best ETF for uranium?
I have been half observing uranium for months and I still can't work out what's best it of uuuu, urnm, ura or u3o8
Does this general have a simple retard explanation of what they are

>> No.51238485

>>51238011
Urnm

>> No.51238571

>>51238485
Okay but why

>> No.51238654

>>51237335
i dont think "people" like that really have a stance on things, they do whatever profits them most at the moment
they are lizards

>> No.51239865

>>51224021
there are some really solid blue chip oil plays right now. Likewise, Im OMEGA bullish on low cap Canadian oil and nat gas.

>> No.51240110
File: 40 KB, 523x463, j2340.jpg [View same] [iqdb] [saucenao] [google]
51240110

>> No.51240850

I have been knocking it around, and I am feeling industrial metals like copper and nickel will suffer for a few years, is this right?

>> No.51242046
File: 627 KB, 1080x1278, aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa.jpg [View same] [iqdb] [saucenao] [google]
51242046

I bought the top again.

>> No.51242783

>https://techxplore.com/news/2022-09-silver-copper-boost-solar-cell.amp
News on green tech in solar

>> No.51243408

>>51237335
https://www.axios.com/2022/09/02/biden-john-podesta-clean-energy-spending
He'll be in charge of this money laundering operation for the dems

>> No.51243489

https://www.youtube.com/watch?v=d7BlzKHfxPk

>> No.51243742

>>51234571
I thought ESGs fucked nuclear energy?
Why isn’t anyone talking about ESGs?

>> No.51243932

I tried calculating the energy arbitrage to different commodities, i got some insane numbers. For uranium i got ~400 000 Wh per USD invested. Highly dependent on enrichment, took euronuclears number that 1kg uranium with standard levels of enrichment equals 45 000 kWh. EU nat gas ~ 3000 Wh per USD. Brent ~ 17000 Wh per USD. Meaning uranium needs to ~133x in order to get as expensive as nat gas currently is. This is extreme numbers, maybe nat gas is overpriced or it is going to get more expensive when europe freezes this winter. A convergence of price in relation to how much energy they produce most come, this can take months and even years. Why i am so certain of this is because there are currently no solutions being made on the political level, the retarded leaders think they can create a cartel of buyers to commodities their countries need to survive.

>> No.51244149
File: 711 KB, 1187x865, file.png [View same] [iqdb] [saucenao] [google]
51244149

so stagflation is on the menu

>> No.51244176

>>51244149
Great time to be in shitco puts. Comfy as fuck. Can't wait until Spotify crashes through its long term support. Absolute garbage company. Same goes for shit like Z, DASH, RBLX, etc

>> No.51244197

>>51243932
You need to take existing infra into account. Europe has extensive natgas infrastructure that until now was in constant use. A sudden shortage in such an important commodity means demand far outstrips supply causing prices of natgas to skyrocket. Uranium is not in such a shortage in Europe. And it takes at least five years to build a reactor. You should be looking at when new reactors will begin operation instead maybe turn your eyes to China instead of Europe

>> No.51244524
File: 1.21 MB, 3580x2118, Screenshot from 2022-07-01 08-19-58.png [View same] [iqdb] [saucenao] [google]
51244524

>>51220966
Can anyone post his portfolio? Id like to do some research before joining

>> No.51244777

>>51243932
ah good i see people are starting to get it.
>>51244197
can't see how this is a bad thing. natgas prices will continue to rise, temporarily hitting a plateau after each new plant brings its reactors online? so what you're saying is there will be 30+ years of justifying uranium as a good investment.
governments aren't going to abandon their social engineering programs, so oil&gas aren't ever getting overinvested again? governments aren't going to abandon their spending, so inflation is going to permanently erase construction debt?
in 2013 when i looked at the 1:1 ratio of dollars to bitcoins, noting that full arbitrage was basically impossible and i would have a silly number that would surely never come to pass, it was $64,000.

>> No.51245964

>>51244149
was it ever off the menu?

>> No.51246229
File: 723 KB, 1590x1254, Screen Shot 2022-09-03 at 10.42.51 AM.png [View same] [iqdb] [saucenao] [google]
51246229

>>51230796
i dont know about this reasoning either. you're basically making silver equivalent to industrial demand; it's not. the "industrial" use of silver is primarily electronics. moving forward you can add solar and EVs to the top uses. if demand for silver picks up because we want more solar and EV's - does that really indicate "industrial demand" and real economic expansion? to me - no. what it indicates is that we want to build more useless scam shit like solar panels and electric vehicles. thats not real economic growth, thats just a big fucking scam

what you're talking about is copper - that's a better indicator for industrial demand / real economic growth vs silver

>> No.51246440

>>51244149
The debt to GDP ratio of every developed country is over 100%. Was it ever off?

>> No.51246446
File: 1.92 MB, 280x211, 1661967228770047.gif [View same] [iqdb] [saucenao] [google]
51246446

>>51243742
This board is economically illiterate. Niggers like Bob think the govt is here to make everything better
>what is Austrian economics
Literally not one cocksucker here knows a single fucking work by LVM. Not one. So, sorry to break it to you anon, but looking for rational thinking here is like looking for chastity in a brothel

>> No.51246601
File: 825 KB, 1125x1888, 58EDAE1B-DD30-4EA3-B195-89E417C4152E.jpg [View same] [iqdb] [saucenao] [google]
51246601

Nice NyT article going in-depth on I’m the possibility of Portugal providing relief for the rest of Europe by making available its Sines LNG terminal (which is currently being taken over by Chinks Belt and Road) for an eventual uplink to the rest of Europe. Of course a LNG pipeline was proposed (and rejected by France) about 3 years ago. This will wall take years and probably won’t affect Trillions ability to cash in on higher LNG prices in the meantime

https://www.nytimes.com/2022/09/01/business/economy/portugal-russia-natural-gas.html

>> No.51246734

>>51244777
>can't see how this is a bad thing. natgas prices will continue to rise, temporarily hitting a plateau after each new plant brings its reactors online? so what you're saying is there will be 30+ years of justifying uranium as a good investment.
No, I'm saying you should look at China where they're building reactors en masse. Europe is facing a crisis mostly because of their natgas cookup. The big demand for uranium isn't likely coming from Europe, but China.
>governments aren't going to abandon their social engineering programs, so oil&gas aren't ever getting overinvested again? governments aren't going to abandon their spending, so inflation is going to permanently erase construction debt?
I think either they will pivot and fossil fuel production will go up a lot, or social unrest boils over and either there is an uprising... or more likely a big war because goverments will point at other nations as scapegoats for the cause of the crisis, i.e. "it's Russia's/China's fault we are in this mess"

>> No.51246905

>>51246446
Human Action was good.
Rothbard's Man, Economy, and State is a shittier rehash
The more historical analyses like An Austrian Perspective on the History of Economic Thought or Huerta de Soto's Money, Bank Credit, and Economic Cycles are pretty alright
When it comes to Hayek people should read his scholarly articles like The Use of Knowledge in Society instead of his books.

>> No.51246987
File: 40 KB, 574x542, 1469219701070.jpg [View same] [iqdb] [saucenao] [google]
51246987

>>51246905
Henlo fren
I hope you know how to pilot a helicopter. All the rest itt will need one way rides up. I'll man the door for you

>> No.51247123

Any opinion on investing in quartz mines?

>> No.51247198

>>51247123
If you can find such a stock then I can form a better opinion after having a look at the financials.

>> No.51247920

>>51247123
not sure, pure silicon dioxide is a byproduct of a lot of different milling processes but its also mined in raw form in places like Bolivia and Brazil for a number of uses including the production of microprocessors and optical devices. I dont actually know of any public companies though that actively mine only quartz, other than ones like Avant Mining which mine specimen grade material for the collectors market.

>> No.51248149

>>51246229
the point was, what % of the demand comes from where, for the already-selected good: silver.
but okay, sure, forget that, use the gold-to-copper ratio instead then. does anyone do that? if you find that, you'll get the same indicator (or better) for the stated purpose: deciding whether to buy gold. ignore the USD price of gold and just convert it to the copper-price of gold.
you still have the same problem of deciding what ratio is an extreme, and where the range lies, to figure out where you are in it. is the range from 100:1 all the way to 1000:1? it's your indicator, you tell me.

>> No.51248166
File: 40 KB, 333x499, mnr.jpg [View same] [iqdb] [saucenao] [google]
51248166

>>51246446
relax, madfag. i been here.

>> No.51248920

https://www.youtube.com/watch?v=fDwtlbR-xhc&ab_channel=WallStreetSilver

>Doug Casey joins the show to discuss why he sees us heading into The Greater Depression and how you get ready for what's about to come. Furthermore, we discuss the central banks, Gold and Silver.

premieres in 2 minutes.

>> No.51249026
File: 525 KB, 2004x1652, Screen Shot 2022-09-03 at 3.00.47 PM.png [View same] [iqdb] [saucenao] [google]
51249026

>>51248149
yes copper to gold ratio is a good indicator. in order to find what is extreme or not, you probably want to zoom out and compare it on a historical basis. right now it looks like gold is a better buy than copper - BUT, that doesn't mean its still a good idea to buy gold, because gold could go down from here too priced in USD

thats why the USD factor matters - you might have a favorable gold/silver or copper/gold ratio in terms of whether gold is a better buy right now, but if the dollar is getting stronger, you're going to lose money anyway. you'd be better off buying dollars, or just holding cash, instead of gold

>> No.51249264
File: 138 KB, 778x624, FbrZCp6WYAANE0h.png [View same] [iqdb] [saucenao] [google]
51249264

Housing market is dead in the water. Takes a while for the impact of higher rates to really filter through the economy, coming quarters are going to be ugly I think.

>> No.51249633

We're probably in a full on credit collapse, wish I had cash for the slurp.

>> No.51249655

>>51249633
I'm sitting comfy with about 50% of my folio in USD and shitco puts

>> No.51250257

>>51246446
>Niggers like Bob think the govt is here to make everything better
your entire investment thesis is that government is evil and jews run finance and everything is going to collapse and revolution and new world order where you get rich and everyone else dies.

aside from being stupid and antisocial, it's also wrong. But if you don't believe me now keep investing based on your fantasies for the next 40 years until you finally suck start a shotgun in your travel trailer parked on your aunt's half acre in rural tennessee.

the government is neither benevolent nor completely corrupt. You'd be dead without it, and in time you'll be dead in spite of it. But you'll figure that out when you finally grow up and take responsibility for your own failures.

>> No.51250777

>>51246446
>looking for rational thinking here is like looking for chastity in a brothel
Ironically enough the only 2 people here that AREN'T constantly confused by market reactions to politics and social change are also the same 2 people that continuously make money.

in fact you are NOT rational, and neither are markets. Not rational by your measure anyways. But they do follow a certain reason that you find offensive so you choose to ignore. Meanwhile other people are neither happy nor offended. We're just making money. Which you also find offensive.

>> No.51250831

i said TTF peaked last week and nobody believed me

>> No.51251045

>>51250831
the question is if you can call the peak or the bottom more than half of the time. If you can, you'll instantly be a billionaire.

assuming you're not now a billionaire, we can also assume you can't predict peaks and bottoms more than half the time, or statistical noise.

>> No.51251053
File: 145 KB, 567x521, Rana.png [View same] [iqdb] [saucenao] [google]
51251053

rolling for BONANZA GRADE Monday

>> No.51251086

>>51251053
if I roll dubs poo bros get rich

>> No.51251122

>>51250831
I don't remember you saying that but I would have probably agreed anyways. It's a bit too high and I think it will settle down at €100-150 or so. Although price caps seem to be coming into play soon

>> No.51251127

>>51251053
it's over

>> No.51251276

>>51251053
Fuck I totally forgot to get a picture, but I was recently out in the Babine range last week, I went past the Onion project several times but never made it towards Dome unfortunately, wrong direction to where I was working. Lloyd minerals has a sign and new gate guard house on the Onion Access road and it seems they have several warnings to hikers not to use the existing access roads currently as their actively working out there right now. If I head back up Smithers again this year before the winter I ll have to pop in at Dome and see whats up.

>> No.51251390
File: 992 KB, 1269x1322, 1654665645817.png [View same] [iqdb] [saucenao] [google]
51251390

>>51251053
Japanese girl will eat my homemade curry, rolling

>> No.51251408

>>51251276
Someone asked about bayhorse and I tried to recall your words. I don't want to have given wrong info, but basically you said if they are moving to another location, that means their current one has something wrong with it. Was that right?

>> No.51251442

>>51249026
>zoom out and compare it on a historical basis.
...and now you're right back where i started.
technological advances from the past several decades have made primary non-copper mines, with secondary copper in them, economically feasible for producing that copper.
at some point far enough back, the typical or average ratio is completely useless to us today, because the fundamental structure of both markets is different. before blasting, we dug with just shovels, and busted rock with just mallets, and we know that goes back for over a thousand years. had anyone been able to calculate in a global market for the two metals, the ratio could be recorded for maybe just ten years, and it would be meaningful for representing good times vs. bad times for that whole 1000+ year period.
so how far back do we go today, and to when? how long does the ratio need, in the current technological environment -- which is far more dynamic than it was during e.g. the 1800s after we started blasting -- to set an appropriate precedent?
does a 10-year run from the 1950s with a ratio of 80:1 give us a true baseline? does it require the whole 50-year run from 1950 to 2000 to set a baseline?
how sure are you that your graph is useful? if you had only up to 2010 to build your model from, and you thought 0.006 was the best boom times and 0.0015 was the worst ever, then you bought that great dip in 2016, you'd still get massacred by COVID. four years, zero return.

>> No.51251468

>>51251408
are they moving to ANOTHER project? for fucks sake. Its generally a bad sign when a junior miner / explorer bounces around from property to property, or suddenly switches to another project when their not done with the previous one. Got a link to them I can double check against? Did they buy a new property or are they just doing exploration work on one they dont publicize much?

I can have a look in a bit just cleaning up my truck and gear from my trip.

>> No.51251512

>>51251468
It was for that brandywire project.

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

>> No.51251518

>>51251468
They're all over the place lately. They're gonna dump the silver mine and memory hole it any day now.
https://ceo.ca/@newsfile/bayhorse-receives-continued-high-grade-results-from

>> No.51251553

>>51251512
>>51251518
Brandywine drilling makes sense as its to put a few years of work up to keep the claims good in BC. Thats perfectly normal and or looks good for the company because it puts out some news. This new Crane Creek property they just bought is what looks a bit odd to me. They havent even completed their plans at BH Mine yet and now their bringing this little property on to add to their mill material intake? That property wont be mineable for ages, and would need its own exploration / development program too! Absolutely nutty.

>> No.51251592

>>51251553
The last pp seems to have never closed as well, couldn't even raise 400k. I think they're about to go bust.

>> No.51251597

>>51251122
price caps are for russian crude not gas

>> No.51251617

>>51251592
investors want results and when no results appear they pull their money out.

>> No.51251637

>>51251553
If you get any insider info let us know, but I believe its a lost cause.

>> No.51251660

>>51251597
You don't think the politicians would cap natgas prices? I think it's a matter of time. Either that or they'll begin rationing. Or both

>> No.51251667

>>51251553
>That property wont be mineable for ages, and would need its own exploration / development program too!
that's the idea I think

look busy, milk investors

>> No.51251680
File: 799 KB, 860x1024, 1635413324057.png [View same] [iqdb] [saucenao] [google]
51251680

>>51251053
rolling for Poo lagoon to find old Slumach's gold.

>> No.51251701

>>51251660
Price caps won't happen. Russia will flair the excess nat gas before selling it at a controlled price.
How can NATO price cap something they're supposedly not buying due to scary sanctions anyway? Dog doesn't hunt.

>> No.51251714

>>51251553
How anybody still thinks this is an honest company is baffling to me. Think about it, there are people owning these shares as we speak. And some of them are in this very thread! Fascinating stuff, truly

>> No.51251744

>>51251701
I don't think they will be getting much from Russia anyways. Price caps make total sense from a politician's viewpoint. They can go, "look how we're helping our voters" while making the problem worse. If they don't cap natgas prices they can cap electricity prices, or impose windfall taxes on companies in Europe, or implement rolling blackouts, etc. etc. Stupidity and tyranny walk togher in lockstep, they'll figure out ways to make things worse believe me

>> No.51251766

>>51251660
europe is far more dependent on russian gas than it is on russian crude. they can afford to limit the amount of russian crude they buy more than they can limit the amount of russian gas they can buy
they are suggesting a russian crude price cap because they would rather keep russian crude on the market but trading at a lower price than to remove it off the market. the hope is that russian crude will be rerouted to other (non-eu, non-western, non-west aligned) countries like china and india which is already happening, then the west can buy the crude that was previously being sold to china/india
if they tried to impose a nat gas price cap russia would just stop selling nat gas to europe, you can already see russia is willing to significantly limit how much nat gas it sells to europe with how gazprom has been drastically cutting flows through the Nord Stream 1 pipeline. there's no way that russia would suddenly sell nat gas at a much lower capped price just because the US and europe say so

there already is rationing in some eu countries and there will be more, likely it will begin with industrial rationing but there could even be commercial and even residential rationing in a cold-winter scenario

>> No.51251802

>>51251667
Yep and it sucks because companies that do that give the rest of them a bad name.

Actually while were at it and I have MTO and Map Place 2 up, does anyone have any info on Turnagain Resources Inc? They hold a chunk of the land next door to the Brandywine property near Whister, but Map Place and MTO dont seem to be matching for who owns what. Funny enough too, something I somehow missed previously, the marker for the Brandywine past producer is sitting right in the middle of a park, unclaimable. I am not sure if thats actually accurate though as Map Places markers arent always anywhere close to where they should be, but it would be funny if it was.

>> No.51251819

>>51251766
Putin may well be dead before winter is over. His health issues look a lot like an assassination attempt already.

>> No.51251914

>>51251819
that would certainly make things interesting

>> No.51251922
File: 1.32 MB, 1909x927, Brandywine Minfile location unstaked.png [View same] [iqdb] [saucenao] [google]
51251922

>>51251637
will do but not likely right now, its pretty quiet in my neck of the woods for info.

Just for fun though heres the two maps for Mineral Titles Online and Map Place 2 showing the "Brandywine" past producer. Note, this is just the original discovery that had the name. Davids Pond and the other older workings are further down in the Valley near Brandywine Creek. It must be an absolute piss off to their geos that they cant stake that spot, dam government put a park on top of it!

>> No.51251923

>>51251819
Europe will be in a full on depression by then. There is no victory condition here for the West.

>> No.51251947
File: 3.30 MB, 1907x928, Brandywine claim group MTO.png [View same] [iqdb] [saucenao] [google]
51251947

>>51251922
And the map from MTO and its link in Minfile.
https://minfile.gov.bc.ca/Summary.aspx?minfilno=092JW%20001

>> No.51251976

>>51251923
>There is no victory condition here for the West.
the west already won. Now it's going to pay for it.

a threat was stopped. And probably killed
now we pay.

>> No.51251999

>>51251976
Lol what?

>> No.51252034

>>51251053
Dubs and Rana smokes a 4.20oz blunt during his next Crescat interview

>> No.51252076

>>51251923
there will be a severe recession but we haven't had a proper recession in almost 15 years so i think it could be good

>> No.51252248
File: 1.44 MB, 372x324, 1644217202410.gif [View same] [iqdb] [saucenao] [google]
51252248

>>51252034

>> No.51252367

SEETHING with anticipation for the deleveraging crash so I can go balls to the wall on oil, ag, and mining smallcaps. I've been waiting for this play for two years.

>> No.51252463

>>51251766
>if they tried to impose a nat gas price cap russia would just stop selling nat gas to europe
Russia has been reducing gas flows lower and lower. Gazprom has many reasons to keep the gas flows at a minimum. Europe is already on the ropes and I would not be surprised if gas flows stopped entirely. Any measures taken by EU would hurt them more but they'll still take these measures in their infinite stupidity. I believe price caps across the board and rationing are coming up

>> No.51252484
File: 3.66 MB, 3356x1394, Screen Shot 2022-09-03 at 8.30.59 PM.png [View same] [iqdb] [saucenao] [google]
51252484

>>51251442
>...and now you're right back where i started.
ok let's reset then. attached are the longer-term futures charts available for copper/gold and silver/gold ratios. they only go back like 30-40 years, so I'm just using that time frame

to me, it looks like copper and silver are buying you less and less gold over time. however, copper looks to be in the middle of its range, but silver looks to be at the bottom of its range, as if it's due for a pop upwards. what are your thoughts on this?

>> No.51252556
File: 453 KB, 2004x1648, Screen Shot 2022-09-03 at 8.39.12 PM.png [View same] [iqdb] [saucenao] [google]
51252556

>>51251518
>>51251553
>The claims are on a large 3 - 6 meter (10 - 20ft) wide gold bearing structure, that extends north from, and are in close proximity to, Integra's Delamar Gold Project

>integra
this is nail in the coffin type of stuff. there is no profitable stuff near Integra. there were people shilling integra in here when they were 2$ a share

>>51251667
>That property wont be mineable for ages, and would need its own exploration / development program too!
>that's the idea I think
>look busy, milk investors
Bingo

>> No.51252641

>>51250257
You'll never read anything by any Austrian so it's a plain waste of time to argue with you. I refuse to have a battle of wits with someone who is clearly unarmed

>> No.51252731

>>51251766
North Sea oil was a hell of a drug. Too bad there wasn't more of it.

>> No.51252736

>>51252556
i remember when Integra was being talked about but they never really produced any results did they? It seemed like they generated a few press releases then went quiet if my memories correct.

>> No.51252761

>>51250777
https://www.amazon.com/Millennium-Winners-Losers-Coming-World/dp/0812919130
>constantly confused by market reactions
It's not a conspiracy dummy. They tell you what they intend to do. Nothing magical or mystical about it.
>Economic growth must be environmentally sound, he warns, and balanced by social justice adopted by underdeveloped, overpopulated nations

>> No.51253102
File: 77 KB, 784x591, maurice-strong.jpg [View same] [iqdb] [saucenao] [google]
51253102

>https://www.lewrockwell.com/2000/09/steven-yates/from-carroll-quigley-to-the-un-millennium-summit-thoughts-on-the-new-world-order/
Primer on ESG origins decades ago. Dr floy lily was in brazil representing sovereignty international for the earth summit in 92.
>pic related
The least known architect of this coming ESG prison system. It's far from a economic agenda. Don't fool yourself

>> No.51253260
File: 202 KB, 1080x2400, Screenshot_20210906-191829_Photos.jpg [View same] [iqdb] [saucenao] [google]
51253260

>https://www.frbsf.org/our-district/about/sf-fed-blog/racial-equity-primer/?amp=1
You will pay more, as usual, for being a white straight male. While some certain government regulators and their ilk are cheering on further encroachments on free enterprise and exchange, at a profit or otherwise, they are slowly building a prison around you. But hey you'll have the most money on your books in the gulag amarite?
My investment thesis is based on buying and holding the resources they will deplete building their pie in the sky commie utopia. History has shown the govt is, by far, the least productive and efficient manner to allocate or preserve resources. Central planning is an abject failure. Anyone who tells you otherwise is a fucking knuckle dragger.

>> No.51253306

>https://www.city-journal.org/central-bank-digital-currency-caution
More ESG info for anons interested

>> No.51253725

>>51252367
CUE THE ASIAN CONTAGION 2

>> No.51253885
File: 84 KB, 1087x605, PooMiningUnlimited.jpg [View same] [iqdb] [saucenao] [google]
51253885

>>51251553
>Brandywine drilling makes sense
Thank you sirs for kind words. Bayhorse silver mine is huge success producing millions of tonnes of pure silver processed at our custom ore processing facility in Payette that was fully operational before we ever got a permit to build it - we are that good. To moon our stock again we are now planning to commence an even bigger operation producing 10,000 million tonnes of gold from our newly acquired BrandyPooWine, which is so rick in gold ores that we don't need a drilling program, that is why we applied for drilling permits. The real drilling is for the ladyboys, if you know what poos mean. Be sures to buys all stock you can even, ask your mum for additional lunch monies so you can sluuuuuurrrrp this horsey juice up like last time. Silveranon will be posting about is great DD 24/7 like last time, you know can trust him.

>> No.51253966

>>51253725
We have every sign of a bull market in commos except wall street faggots deleveraging and china shidding and farding, both of which are imminent. Let's get that shit outta my fucking way and get this next decade STARTED.

>> No.51254555
File: 97 KB, 1080x608, eb1df3892f648c832c39fb93cbb8a6de.jpg [View same] [iqdb] [saucenao] [google]
51254555

>>51251053
rolling, but i'm not expecting anything anymore

>> No.51254706

>>51254555
Fuckin' WITNESSED! Surrendering all desire truly is the key to happiness. Thank you, trips Buddha.

>> No.51255096
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51255096

I don't think I can take this shit no more.

>> No.51255211

https://www.zerohedge.com/markets/zoltan-what-new-world-order-will-look-after-europes-minsky-moment-where-2-trillion-german

Anyone know where to read this article for free ? seems like a really good read recently

>> No.51255229

>>51230888
booba confirms

>> No.51255323

>>51252736
The PFS was a disappointment and that was that

>> No.51255427

>>51255211
>https://pastebin.com/PGLCkEnS
just read the original report

>> No.51255514

>>51255427
love this community, thanks

>> No.51256243
File: 2.56 MB, 300x424, 1655141190071.gif [View same] [iqdb] [saucenao] [google]
51256243

https://twitter.com/disclosetv/status/1566352899592028161
>Germany's ruling coalition has agreed to spend €65 billion on a new "inflation relief" package.

>> No.51257338
File: 215 KB, 706x910, GV.jpg [View same] [iqdb] [saucenao] [google]
51257338

GV has been pumping the shit out of a lithium company on twitter, and getting called out for it, kek

>> No.51257504

https://www.zerohedge.com/markets/bed-bath-beyond-cfo-leaps-death-tribeca-skyscraper

damn..

>> No.51257698
File: 45 KB, 493x452, 1469047124281.jpg [View same] [iqdb] [saucenao] [google]
51257698

>>51257504
>Goes to a skyscraper
>jumps off the 18th floor

>> No.51257854

>>51257504
BBBY -50% on open tomorrow?

>> No.51258400
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51258400

>left
Most people
>right
Literally me
>center
Big bob

>> No.51259090

>>51257338
Oh, I've been watching them for half a year or so and was kind of wondering why they had been pumping lately.

>> No.51259143
File: 494 KB, 933x783, hellofriends.png [View same] [iqdb] [saucenao] [google]
51259143

>>51258400
you're a maderchod and bob is retarded. simple as

>> No.51259219

Looking to get into mid cap miners now that gold is way down... Why the hell is Kinross still so cheap? Do people just have no faith in their leadership? They seem so undervalued compared to other companies their size

>> No.51259260

>https://www.weforum.org/search?query=Collapse+
WEF site searched by the keyword collapse. This is what they publish openly. No conspiracy hidden in smoke filled back rooms. No esoteric underlayment needed. Matter of factly stating their agenda and interpreting history according to that agenda

>> No.51259394

>>51259219
They are higher cost than some of the other seniors and yes trust in mgmt is probably lower, it did seem like they overpaid for great bear. I think expectation also is that their cost will go up over time as they have some old mines. Their large brazilian mine is a large orebody dipping 45 degrees down plunge iirc so that should also increase significantly in cost as you go deeper and strip ratio goes up.
If you are bullish gold though I think it's a much better play than the other seniors that are much more expensive as you say, much more leverage with kinross than barrick, newmont and agnico eagle.

>> No.51259579

>>51257698
Well idk if you've ever been to nyc or even looked at pics of the structure but the top third or so are residential and oddly shaped. So he would need access plus might only fall 2 floors before hitting another residents patio furniture. As usual the media claims of suicide are suspicious, to me, especially considering his involvement in a free falling corporation. Pun intended
Going fishing fellas. You guys keep it in the green and have a lovely wkend

>> No.51259720

>>51233048
I suggest as someone who is browsing biz to learn the importance of iq and nations (or iq and reality for that matter). It will make you a lot of money if you can look past the constant attempt of bleeding heart left wingers trying to hide this obvious fact.

>> No.51259851

>>51259143
too based for this general

>> No.51259874

>>51259394
Thanks fren. Will have to keep hunting. Barrick's beta is pretty small for me. Ideally looking for the gold equivalent of a hecla. Something that's not a complete gamble, but something that is more volatile than the biggest mining stocks. I'm still bullish on PMs, and now that the price is so low I think it's an opportunity to get out of these dumb junior explorers and start investing in companies that are actually producing.

>> No.51259904

>>51259874
The TSX ventures exchange isn't called the Las Vegas of exchanges for nothing. Come on, gamble a little. buy some more junior miners. It won't hurt.

>> No.51259961

>>51259904
Lol if it wasn't for trillion I would've left these threads permanently. Although I will say losing 30% in a year was quite the crash course in investing...

>> No.51261266

https://www.mining.com/turquoise-hills-top-five-investor-rejects-rio-tintos-bid/

https://www.mining.com/copper-price-chile-codelco-face-another-lost-decade-of-output-growth/

>> No.51262635

>>51259219
>Kinross
shitstock don't buy it. you're better off buying GDX or GDXJ imo. if you're looking for leverage, you can buy call options on GLD and avoid the risk of owning a mining company. when you buy a gold *mining* stock - you assume the risk that something goes wrong at one of their mines and tanks the share price. if you use a gold ETF, you can bet on the spot price of gold - with leverage if you want - and avoid the risk of having an accident at one of a company's mine sites

unless of course you want dividends - in that case then yes you would have to buy a gold mining stock. but KGC doesn't even have high dividends, i dont see a reason to own it vs all the other options available out there to take a position in gold

>> No.51263388

>>51261266
Hey Pan, I have been asking for opinions for a few days and either no one knows or wants to chime in. Right now with the economy direction, would Vale which does industrial like iron, nickel and copper not be a good idea and only pms be the play?

>> No.51264085

>>51263388
Vale should honestly do ok either way, they have their fingers in so many different parts of the resource sector that down turns shouldnt hurt them as much as other companies. TECK is the same, sure they will see less profits but you still need raw materials even in a down turn. PM only companies usually get hit harder because they only generate specific commodities, their not doomed either though, it really depends on each company and where their operating. Any PM miner working in more remote regions will have a harder time than less remote ones.

Vales main money maker lately is iron, but nickel is also a major part of their income and more nickel is needed for EVs than we can currently generate. Nickel price might plunge in the short term but its still critical, same goes for copper.

>> No.51264130

>>51263388
Yes when theres an economic downturn commodities tend to do poorly because there's less demand, but perhaps governments will start doing large infrastructure spending which would obviously boost demand. I know the US has a lot of old shitty infrastructure, I remember Trump running on doing a big infrastructure bill but I don't think it ever happened.

>> No.51264495

>>51261266
>https://www.mining.com/turquoise-hills-top-five-investor-rejects-rio-tintos-bid/
If this deal falls through i'll be pissed, it's nothing but greed from sailing stone.
Rio is going to invest hundreds of millions into the mine and won't turn profit until 2024. This mine has been struggling to turn profit for years, this is the one chance they have to turn it all around.

>> No.51264746

>>51264130
>>51264085
I guess it becomes a question of how low it might go. Would hate buying in now and then a year from now it drop another 50%.

>> No.51264990

>>51264495
yea i am thinking investors must be getting pissed at this, how long has the bullshit with Turquoise Hill been on for now?

>> No.51265181

>>51264990
Start of the year

>> No.51265200

>>51265181
It's not Turquoise hill that's the issue, the Mongalinan government has argeed to the take over, The current owner has agreed. It's these fucking minority shareholds that keep asking for more.

>> No.51265279

>>51249264
Andy would like a word

>> No.51265558

>>51265279

Andy is so hell bent on his theory being right that I want to see the housing market take a massive shit just to see his reaction.
Personally I think he's wrong in not taking into account the fact that Millenials are total poorfags who won't even be qualified for the loans more expensive homes require, especially considering the constant living costs inflation.
Only ones who can buy in a market that's even more expensive are institutions and bigger investors.

>> No.51266171
File: 444 KB, 759x771, 1662340025079114.png [View same] [iqdb] [saucenao] [google]
51266171

How long until Rana drops the bonanza and we can visit the squid?

>> No.51267899

>Page 10
Get it together /CMMG/

>> No.51268603

RAAAAAAAAAAAAAAAAAAANAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

>> No.51269235

>>51267899
>not using catalog view

>> No.51269365

>>51243742
how so? uranium is extremely underpriced no matter how u look at it, and bullish news of reactors coming back online and/or more being built keep on piling.

>> No.51270135

Bump

>>51267899
We've always needed bumps over a weekend, especially a 3-day weekend. Enjoy it while it lasts.

>>51269235
There's a page tracker at the bottom right next to poster count, newfriend, catalog or no. Useful for seeing when a thread is about to die.

>> No.51270509

Oil!

>> No.51271231
File: 54 KB, 300x300, 1655138607571.jpg [View same] [iqdb] [saucenao] [google]
51271231

>>51266171
ANY DAY NOW
RAAAAAANAAAAAAAAA

>> No.51271348

>>51267899
just use
>>>/biz/cmmg

>> No.51272258
File: 239 KB, 1080x1456, Screenshot_20220905-111246_Brave.jpg [View same] [iqdb] [saucenao] [google]
51272258

>> No.51272524
File: 56 KB, 702x728, huh.png [View same] [iqdb] [saucenao] [google]
51272524

Can someone explain why Crude Oil is dropping after OPEC released the best news possible?

>> No.51272743
File: 66 KB, 1024x962, 15779548791.jpg [View same] [iqdb] [saucenao] [google]
51272743

>>51272258
Will the sanctions on my Gazprom and Lukoil stocks ever be lifted? I was buying the blood in the streets, it was the right thing to do.

>> No.51273062

>>51221218
You went all in on penny stock gambles did you? Just buy stable companies mate. Taking penny stock gambles can be devastating to your well being, especially during 50% swings

>> No.51273112

>>51272524
Priced in?

>> No.51273117

>>51272524
>silver symptoms

>> No.51273147

>>51272524
They're underproducing their quotas by 2.9bbld already. It seemed like more of a message. Like "we can cut and will cut" if anything.

>> No.51273148
File: 1.08 MB, 1862x1615, @kimono_rider.jpg [View same] [iqdb] [saucenao] [google]
51273148

>>51221218
don't get shaken out, what are you holding?

>> No.51273153

>>51272524

But it doesn't really matter what the paper markets do, reality is that the supply is fucked and so are the reserves.
Let's just enjoy them suppressing the price as long as possible because it gives us time to accumulate. I hope they fuck oil to the 60.

>> No.51274133

>>51272524
Red Dead Redemption II

>>51273153
This.

>> No.51274154
File: 225 KB, 1024x500, dorian.jpg [View same] [iqdb] [saucenao] [google]
51274154

Not sure if this is /cmmg/ common knowledge, but an amazing way to be invested in steel is to buy shipping companies.
A lot of them are priced at or below the scrap value of the ships. The value will go up when iron/steel does, which actually goes up unlike the rigged to shit precious metals. Additionally, the companies have an income stream on top of the ever increasing scrap value. Free money

>> No.51274267

>>51274133
Should be putting in final lows this week

-Red

>> No.51275157
File: 140 KB, 720x551, 1657241027615.jpg [View same] [iqdb] [saucenao] [google]
51275157

>>51272524

>> No.51275553
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51275553

>>51231980

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

>> No.51276141

>>51274154
You don't seriously expect those ships to be scrapped when metal prices are up?

>> No.51276167
File: 20 KB, 600x600, download20220805204748.png [View same] [iqdb] [saucenao] [google]
51276167

>>51231980
Maybe train groping isnt always a crime.

>> No.51276268

>>51274154
Are you the same retard that tried shilling this before a p&d a couple months ago?

>> No.51276491

>>51276141
no of course not, because high metal prices means less new ships are made, thus it's beneficial to keep the old ones afloat for longer
But it's a good way to be exposed to steel with very little risk. It's like owning a gigantic chunk of steel that floats and makes you money. In stead of owning let's say silver or gold which is just a chunk of metal that doesn't make you money and doesn't appreciate.
>>51276268
no, and I don't know what pump and dump you're talking about. The closest thing would be the contango situation but that's like 2 years ago

>> No.51276555

Why is inflation blamed for the rise in prices?
How does the currency created in the last years and decades only now begin to trickle down?

>> No.51277241

>>51276491
But anon I still don't understand how this affects a shipping company's earnings positively. All you're saying is that shipping companies' book value goes up during metal price booms but book value is secondary next to earnings.

>> No.51277328

>>51276491
>>51277241
also comparisons to gold are a bit weird to me as shipping company stocks are not pristine collateral and come loaded with a lot of counterparty risk, unlike gold

>> No.51277519
File: 699 KB, 1125x1613, 3D72CFB9-A8CE-4E7E-92B1-83BEB393F0AA.jpg [View same] [iqdb] [saucenao] [google]
51277519

Oooohhh this gun be good

>> No.51277855

>>51277519
Have anyone seen them give a reason for why they don't just keep them running? Electricity prices being up like 1000% and talk of rationing seems like a pretty big crisis to me already. I'm really baffled by their strategy here, they must have given some reason why they are deliberately worsening the crisis. Are the people pulling the strings long energy companies?

>> No.51278009

>>51277519
Sounds like posturing to me. Won't they get to use the plants for the emergency they're in now and still claim that they were right about shutting down the plants this way?

>> No.51278421

>>51277855
beacuse... environment... is LE GOOD

>> No.51278529

>>51278421
Burning coal instead of no co2 emitting uranium will make the weather... le better? Ah okay, thanks.

>> No.51278642

https://oilprice.com/Energy/Crude-Oil/US-SPR-Releases-Set-To-End-This-Fall.html
How did I miss this bombshell of a report?
>The U.S. will end SPR releases as scheduled this fall.
>Special Coordinator Hochstein: "We can't be an oil supplier. It's a reserve and so we have to keep that,"

>> No.51279333

>>51277855
if you have a stable electric grid theres no need to install smart meters in every household
if you dont install smart meters in every household you cant limit the amount of available energy for badspeach
also the german greens have always been a transatlantic pedo coal lobby war mongering party
>Are the people pulling the strings long energy companies?
i think they are just short germany

but no, they didnt give a reason aside from nuclear bad, but being anti nuclear is basically the essence of green politics in germany, they have always hated nuclear and their voters have always hated nuclear, if they want to switch now they will have to act like they dont really want to first

but the public opinion on nuclear is shifting fast right now

>> No.51279388

>>51278642
let me guess, they will stop releasing oil in november?

>> No.51279704

>>51274154
We like castor maritime and zim.

>> No.51279721

>>51277519
Good. Fuck them and their stupidity. I'll invest in trillion and sell them nat gas

>> No.51279821

>>51279333
>but being anti nuclear is basically the essence of green politics in germany
That's interesting. You would think they wouldn't be that much against nuclear since they think the world is literally ending due to co2, so a bit of radioactive waste should be much better than the world ending, no?
But I mean in any case due to the extreme situation we're in right now it just boggles the mind that anyone wouldn't be for keeping the plants running in what is, in the big scheme of things, a relatively short timespan of a year or a few years till the worst of this is over.

>> No.51279932

>>51238011
I have URA & URNM

>> No.51280032

What’s the verdict on investing in sand and water?

>> No.51280147

>>51280032
Why, are the persians coming to town?

>> No.51280273

>>51280147
No, the Renaissance Men.

>> No.51280325

>>51280273
never ever make me google this dumb rick n morty shit again

>> No.51280375

>>51280325
I actually reeled back in laughter at this post.

>> No.51280759

>>51280032
We are a highly specialized, focused, and autistic board (cmmg) and we have a tendency where the most autistic and fringe members will shill the most autistic and fringe investments, like the guy in pmg that shills tellurium and radon. Even though I have autism, the more socially skilled part of my brain says avoid such investments. Salt is the farthest I'll go for stocks and platinum is the farthest I'll go in metals.

>> No.51280852

>>51280759
Sand MIGHT be a good idea in the long term but i have no idea which public companies are actually mining it currently. Even so its going to go down in the short term with construction slowing with a world wide resession.

>> No.51280901

>>51277855
>Have anyone seen them give a reason for why they don't just keep them running?
Because the Green Party's entire identity and platform was built around getting rid of nuclear power for the past 3 decades. They'd rather kill off every German citizen than make a reversal.

>> No.51280911

>>51280032
What kind of sand? Fracking sand is in relatively high demand right now but as far as I know it's not that valuable on a per ton basis. No idea about construction stuff. Water is interesting, Rick Rule has talked about it. He says that if one wants to position in water they should buy companies that have an extensive portfolio of water rights especially in arid areas. Right now water is very regulated but if the price becomes subject to free market forces at some point one would think it would go up in price

>> No.51280990
File: 83 KB, 668x670, gold.jpg [View same] [iqdb] [saucenao] [google]
51280990

pet rock bros... WTFWT?

>> No.51281045

>>51280990
Don't worry, Goldberg will be in his office bright and early to take care of that.

>> No.51281089

>>51281045
Surely

Made a new thread
>>51281076
>>51281076
>>51281076
>>51281076

>> No.51281126
File: 1.01 MB, 1149x1600, Charles-Bronson-1973.jpg [View same] [iqdb] [saucenao] [google]
51281126

>>51272743
You did right fren, not your fault we're up against crooks, cheats, and retards. Either way, WAGMI.

>> No.51281239

>>51265558
God I hope your right but his inventory angle is convincing.

>> No.51281447

>>51280852
The ticker SAND mines it, it’s strange I’m not sure what caused the spike in April. You’re right, it’s very much depends dent on large macroeconomic conditions. But sand shortages are a big deal, there’s no really way to curtail it. It’s such an important commodity, it’s surprising it gets so little attention. You need to it for everything. Roads, buildings, glass, etc etc. And it’s becoming harder and harder to get. There’s a whole black market for it with mafias and everything in certain countries. And with that infrastructure bill being passed, seems more and more appealing to me. As for water, droughts are becoming more common and more severe. Desalination will become more and more appealing as well as projects to recycle water. Congressman Lowenthal in on the committee for water resources and bought a decent amount of a water treatment company called Ecolab, rocker is ECL.

>> No.51281528

>>51281447
it blows my mind how much sand we use on a yearly basis just on roads here in Canada, a massive waste that just ends up in local water ways. We cant recover it easily. Milling sand is never going to be economically viable either, we will eventually run out of construction grade sand.

>> No.51281784

>>51281528
We won’t stop building. Even if it slows during this recession. Real estate has propped out entire economies across the globe. Notably ours and especially China’s. There’s too much money in it for it to not continue. And that’s just real estate. Then you look at infrastructure, Africa still needs fucking roads. It’s not going to get any better.

>> No.51283015

https://www.mining.com/web/metal-plants-feeding-europes-factories-face-an-existential-crisis/

Aluminum is going to odd places, i wonder if magnesium production delays are involved again.