/biz/ - Business & Finance

So you think lundin is an idiot? The man who is one of the most respected gold investors in the world?

>>54927489

>>54927489

>>54927525

>>54927525
.

>>54927489
Are you ok?

>>54927564
Thunderstruck Resources is a fucking terrible company btw. And it seems the company's management is posting on the ceo dot ca board. There is at least one or two pumpers there that are likely part of the company. Last time I looked at the company it was engaged in a lawsuit with their drilling contractor who sued them. I don't remember the whole debacle but I in fact contacted the contractor on LinkedIn before he sued them after hearing something about these issues, and we had a little back and forth. IIRC they hadn't paid him for the job or something, cannot remember the whole deal.

Deafening silence from Mr. Lundin on that whole debacle, and I believe he has pumped the stock before. Must be one of the worse Lundins in the family since I keep hearing so much good stuff from the other Lundins who actually operate in the sector.

Do you guys reckon gold will be able to bust through the 2070 barrier?

>>54928347
sure
the way the dollar's falling I'd expect it to be at $4k right now. Shit, even my house went up 20% per year for the last 4 years. When gold finally catches up to inflation, it should be well above 2070

>>54928347
>is it able?
Yes.
>wen
I don't know.

>>54927489
>Brien Lundin
Not as bad as Allan Barry Laboucan, but still a paid shill.

Scottie webinar today after the market closes.

https://twitter.com/ScottieCorp/status/1656328369753956355

>>54929409
https://www.amvestcapital.com/webinar-directory/scottieresources051123

The Santacruz shills are panicking.

https://finance.yahoo.com/news/harfang-reports-results-winter-drill-120000402.html

https://fortunasilver.com/investors/news/fortuna-to-strengthen-its-presence-in-west-africa-with-the-acquisition-of-chesser-resources/
West Africa chads. Fortuna is acquiring a PEA stage gold project in Senegal for about $80M.

this doesn't look suspicious

I am such an idiot. I should have sold my copper when I was +40%... by god it's in free fall now and there seems to be no respite in the near future. Funnily enough, steel is also down but stocks are going up... the fugg?

>>54930056
Silver lost the fight. It's over.

Sand beats earnings, down 2.5%

it’s all so tiresome…

>>54930056
blatant jewry

PAAS had a surprisingly good Q1. I've been thinking about selling but I guess I'll stay with them. Where's that PAAS bro?

https://ceo.ca/@businesswire/pan-american-silver-reports-first-quarter-2023-results

>>54930335

>>54930596
Why in hell did I fall for the mining scam when I could have simply bought semis and enjoyed 30-50% gains every year. Goddammit I need to start following the market and not /biz/

GARY SAVAGE JUST SAID ITS ALL OVER
ITS ACTUALLY OVER

>>54930908
based if true. My cash position is waiting for lower prices with open arms!

>>54931355
>based if true
It's not. Never listen to a retard who tries to paraphrase someone else.
We may be entering a true DCL. That's it.

I see that I-80 Gold has a new corporate presentation.

>>54931693

>>54931701

>>54931716

>>54931736
>>54931716
>>54931701
>>54931693
I just want to say that your DD is actually excellent. You're probably the same guy who did similar DD on ****orse. Keep on anon your work is exemplary

CRAWLING IN MY SKIN

>>54931902

THESE WOUNDS THEY WILL NOT HEAL

>>54931919
Yeah it's over. PPI data also indicates the demand for metals is going to hell. Should have sold...

Nutrien is taking a beating after Q1 results and reduced guidance.

>>54931897
Not to be disrespectful or mean but is reading a company's presentation, that is actually well written andeasy to understand, considerend excellent DD?

I hurt myself today...

Gold EoY $900
Silver EoY $.30
Oil EoY $10
Uranium EoY $1
Gas EoY Free

Say it with me, it's over.

>>54931976
That's not a corporate presentation, anon is just meming. It's snippets from the MD&A and believe me many here don't even know what that is. Had the i-80 longs bothered to open and check the MD&A they would have known that most of the mineral assets are below the water table.

If dollar starts it's uptrend from here, PMs are going to get fucked hard.
It it starts trending up, then I'll patiently wait and go all into miners when gold is at $1600-$1800

>>54932073
So right back to what we were dealing with the last 3 years?

>>54932095

Yes but this last time it's for a shorter time period.
Dollar has been resting on a very big support and gold against a big resistance at these highs and dollar is starting to inch it's way up.
It's very likely they'll both backtrack a into opposite directions for a while until they have another go at these supports and resistances.
And there has been a historical trend of gold getting fucked for few months before the recession or depression really hits.

>>54932024
When did those news come out?

>>54932205
not news. They've presumably had that info available ever since they acquired those projects. Recent price action probably has more to do with the overall market.

>>54932073

Dollar up... but future for rates is down. Will be fascinating to see if the miners stay above the Q3 2022 lows.

Recall that in Q4 2008 the recession had not fully hit, the dollar was strong, the S&P was halfway thru its drawdown... but the miners began to rally. If the markets are begin to sniff out big rate cuts and more easing (lower tax receipts, unemployment support etc) then that puts a floor under the miners, as happened in late 2008. The miners, shitty cyclicals as they are, rallied hard despite shit massively hitting the fan everywhere.

>>54932281
>Dollar up... but future for rates is down
liquidity crisis fears it seems. Seems like the market expectation is that rates will be decreased as a response to something going badly wrong in the economy. So USD demand would remain high even while rates are being cut.
>Recall that in Q4 2008 the recession had not fully hit, the dollar was strong, the S&P was halfway thru its drawdown... but the miners began to rally. If the markets are begin to sniff out big rate cuts and more easing (lower tax receipts, unemployment support etc) then that puts a floor under the miners, as happened in late 2008. The miners, shitty cyclicals as they are, rallied hard despite shit massively hitting the fan everywhere.
Yeah I'm staying long with a cash position on the side. Ain't no way I'll sit this one out when I can see the smoke and smell the fire already.

>>54931897
Cheers, mate.
Yes, I did a lot on ****orse, too, from examining his old projects with Kent to chronicling his repeated declarations of imminent production and ore shipment.
Reading the technical reports, financial statements, MD&As, proxy statements, prospectuses, filing statements, etc., is the only way to conduct proper DD on these companies. Websites, presentations, brokerage analysis, paid promoters, social media pumpers, etc., should never be trusted. They are useful only in that they indicate the type of audience to whom the company is trying to sell paper. If I see picrel associated with any company then I can assume it is trying to transfer bags to the dumbest of dumb money.

>>54886295
>>54896023
isn't their P/E of 75 rather high?
Compared to SM Energy's P/E of 2 I can't really see the appeal of tourmaline aside from diversification

>>54929624
He's a moron and a onions cuck.

>>54931693
Fine then I'll switch it to avino gold and silver mines.

>all my sand is red today
>just not down enough to fill my buy orders

>>54932983
I'll be on to Summa Silver next.

>>54931950
You guys do remember that they changed the CPI calculations at the beggining of this year right?

Crazy how once they do that the numbers start coming down right?

why aren't my ETFs going up

>>54932825
>75
I think I messed up somewhere

>>54931976
My feelings as well. Still great effort though.

>>54932825
First of all, Tourmaline's P/E is 5. Secondly you shouldn't look at P/E with these companies. Capital intensive business and cyclical too, so P/E offers a bad metric. You need to remember that P/E is always one year backward looking so when you're in the current atmosphere where natty has dropped off a cliff and been beaten to the ground, these companies that produce natty in North America will get kicked in the nuts which will show in future earnings reports and subsequently P/E ratios.

Now I haven't had time to look at all of these companies yet because it takes more than P/E to judge an o/g company. I need to know their netbacks; gross sales prices per unit; minimum all-in operating costs per unit (including OPEX, royalties, transportation, G&A); hedges; CAPEX; production numbers; liquids weighting; balance sheet; and their plans going forward.

For all I know, SM Energy could lose be losing money right now because I have not looked into the company. So I cannot say whether SM Energy is a better or worse buy compared to Tourmaline. Tourmaline is a much bigger company and bigger companies tend to earn a bit of a price premium though. Tourmaline attracted me because of its strong balance sheet and access to credit; good market access (able to sell some to LNG benchmark prices for example, premium price); good margins and cashflows; generous dividends; and satisfactory hedges in place. Furthermore Tourmaline is increasing production by about 40% going into 2028E which I like because I am bullish on North American natgas thanks to improved market access.
>>54933208
kek it happens

>>54932825
Holy fuck lol does sm energy seriously have a pe of 2 right now?

>>54933086
Do yourself a favor and look at avino. I think it's one of the best investments in the sector right now.

>>54928347
It’s all so tiring

>>54933236
And Pieridae Energy is at 0.5x P/E. Lots of natty producers with seemingly low valuations at the moment. But P/E is not enough so I have to look at each of these companies in depth to actually begin to understand whether they are safe to hold through these natty lows.

>>54932983
Watch it be like Snowline all over again and i80 goes parabolic

>>54933222
thank you for your insight

After the second 50bps rate cut in October 2008, the gold stocks were off to the races before their eventual peak in Summer 2011. But the S&P 500 was only halfway through its pain.

>>54933471
No problem. Also forgot to add that I also want to know the company's corporate decline rate (if possible); reserves; reserve life index; and finding, developing and acquisition costs per unit (and recycle ratio). To understand how sustainable their operations are so that there are no sudden CAPEX increases or production fall off, and to see how much the company has to pay in order to keep reserves up while they get depleted. A recycle ratio below 1 means that they are depleting their reserves and that could be bad in the long run.

I took a quick look at SM Energy's Q1 report just now btw. They are earnings negative but still cash flow positive even after divvies and buybacks, so that's an encouraging sign. But still the Q2 reports are going to look much worse than the Q1 reports this year so a deeper dive will be necessary.
>>54933584
Didn't oil run up like crazy while everything else was screaming death? And only when gold went up did oil crash back then? I cannot be bothered to look that up right now but I remember oil doing some weird shit.

>>54933741
>>54933471
>I took a quick look at SM Energy's Q1 report just now btw. They are earnings negative
wtf am I tripping? They are also earnings positive.

>>54933451
I mean fission energy has a project under a lake and it's basically impossible for them to mine it and their stock went up fucking retarded.

>>54933252
>Avino
>Mexico
Thanks, but I don't do Mexico.

>>54933907
yeah the market is a fucking retarded place

>>54933070
i boughted select
I too have a 1.60 bid for snd

>>54933187
Ehhhh, care to sauce me up on that? Sounds inderasting. But fact of the matter is that industry is halting... at least according to the statistics. Honestly, I doubt it since industry is posting record earnings but whatever.

I'm down $6k today and getting pummeled on everything except Scottie

>>54933981
>1.60
#metoo

>>54934089
Right with you brother. Down 7k and getting pummeled on everything but Canagold.

>>54934197
we'll wagmi someday bro...

>>54934089
I went from +4% to -6%... fricking how? Gold ain't even -1%. Copper is killing me for real though
I am starting to regret putting so much into commodities when I could have simply bought into the AI hype

>>54930311
The market is fake and gay, you should know this by now

>>54934435
they're trying to shake us out, we can wait

Pink id bro wagmi

>>54934277
Czeched
Me on the right. Dying inside a little more evwryday

>4 updates from gary in one day
LMAO.

it's time

BLUEBERRY!!

high grade near surface

>>54935264
>video title
Are we in cope mode yet?

>>54935686
I can picture the smug wojak mask covering the tears from this.

>>54935546
>>54935618
>>54935673
It's too bad they are not updating on a day we are up. I can picture gains being sold off right after this.

>>54935686
>He doesn't know
Nobody tell him

more wide open in all directions than Lyn Alden's vagene

>>54935784
(You)

>>54933252
I wouldn't go large but it seems to be alright considering Mexico.

Wgmi? Not if you don't sell shit. Ffs it goes low and then you off it to buy something else. Investing is for people with dosh who can wait. If need to make it you need to earn it. Got some bags from when i started as reminder. Could of sold that but greed got in the way, maybe one day there will be a super cycle but until then you got to work

Be honest baggies, how big is your loss holding this?

>>54936710
I think most of the baggies left. Poster counts seem to have dropped since /cmmg/ decided that was a scam.
Not that it necessarily ever was a scam. Nor was it necessarily ever a great investment. Posters at the time still hadn't learned that what /cmmg/ says about a company is meaningless. You saying it's a scam doesn't make it so. Silverminer anon saying it's a great investment doesn't make it so. In reality it's probably neither a scam or a great investment.

>>54936710
>Bags
It's called DCA and I've been doing it since we hit ~.0325

>>54935546
>>54935618
>>54935673
ah dam i missed it, great panels!
hopefully they can get to work early this season with all the hot weather BC is having!

Looks like the CRB index is still slowly digging lower.
I've been eyeing that 0.618 or 190 level as the lowest possible retracement point and I still think it's going to slowly go there.
I put a fractal of the first climb from 2000 and 2002 retracement bottom to the highs there and it fits pretty nicely and agrees with that general region as the pullback.
And I really hope we do go there, because it would basically be another 2020 type possibility to get into basically anything commodity related for really major gains.
This fractal means that we're a bit earlier into this than we might think and the gains potential is still insane from a big pullback.

>>54936710

No one truly lost a cent, because we can all be happy that any invested money has gone to good cause, supporting a fun lifestyle of fucking ladyboys.
When you provide happiness for someone your wealth is never lost.
Not that I have invested a cent into that mess so I'm speaking in behalf of everyone else who invested and I know they'd agree with the sentiment.

>>54937595

However we could also throw in a fractal from after the 2002 retracement there and it would look like this, which would mean pullbacks are done and we're just going a bit sideways and then straight up without any interruptions.
We'll see if these meme lines play out, but it's interesting putting them up there to see where it could go.
Personally I'm on the bigger pullback possibility, because if and when the markets get fucked and demand gets destroyed, everything is going to pull back hard, especially commodities.
I also recall that these were the same time frames Andy used to throw around in his uranium thesis year ago and wasn't sure about which leg we were on. The first pullback being done or that being behind us.
If it's option 1, we have at least this year of declining prices and time to fill our bags once more with really cheap shares before the real bull market starts and I really hope that's the case.

>>54930453
I have about 15k in PAAS.

>>54936710
>>54937222 >Checked
>Everyday multiple times a day I stare at my penny stocks at 50+% losses. I show my friends and family and watch them recoil in pain, I show all my jewish and brown friends on 4chinz just to be laughed at and called fool. Pain? I use to feel pain. Now I feel only the thrill at seeing red lines and thinking out loud “Thank God, I can acooooooom” as I slowly sweat and think “when I make it i’ll never have to see another nigger again”

>>54938415
forgot to rep my set.

>>54938426
That hurts everytime I see it senpai

>>54938987
>Green id
Don't do this to me Lord! I have buy orders in!

Bayhorse is supplying so much silver to the market its driving the price down, I hope Graeme slows production to keep the price up

>>54939102
>The hat
Not all heroes wear capes

>>54937204
>Not that it necessarily ever was a scam.
It was always a scam.

>>54939119
>>54937204
A lifestyle company is probably a better term. The company mines its gillible shareholders' pockets.

>>54939191
weren't there some CEO.CA dudes like Moriarty or oldbanker that were big on Bayhorse? I wonder if they still have shares

>>54937595
>>54937665
Nice charting friend.

>>54939119
>>54939191
could be cowboy hat man is just really really really really really really bad at running a mining company.

>>54938426
If Galleon starts their test mining near the current gold price that should get you well into the green on that one

>>54939476
How much mining experience does he have again?

>>54939680
My secretary knows more about mining than he seems to. If he was on my crew the guys probably wouldn't trust him to hold a shovel the right direction. If I had chickens as dumb as him I'd be scared to eat the eggs. His business plan looked like Dr. Seuss wrote it on acid. He has the compliance acumen of a brazilian pickpocket. His administrative skills are on a par with a slightly inebriated chimpanzee.

I don't know if he's ever mined anything though. I don't think so.

>>54939733
Ded

Idk if I brought these guys up yet. They could use some DD but insiders are buying on the open market and they're in a growing sector with a reasonable market cap

>>54939974
Am tarded

Your /cmmg/ kino for tonight:
https://youtu.be/UrAVuOOlW5Y

>>54939990
https://ca.finance.yahoo.com/quote/CFW.TO?p=CFW.TO
Idk how I fucked that up three times

>>54939992
I made it to the 1:05 mark. Can't do another fifty minutes desu

>>54940048
https://www.defenseworld.net/2023/05/12/calfrac-well-services-ltd-expected-to-earn-q2-2023-earnings-of-0-19-per-share-tsecfw.html
I've got a good feeling about these guys. 10k ft vertical and ,20k foot horizontal. They got their tubing game top notch, crafting their own slurries (probably standard fare tho). Missed marks on earnings just now bit I don't see value the same way everyone else does. But these guys are poised to hammer some shit out when the LNG market bounces back
>Best margins since 2012
If one of you big brains would mind looking into their financials and memelines that would be great

>>54940531

>>54936710
Sold at a loss of idk 2k?
Made up a big chunk of my portfolio but now I'm wiser

>>54939992
Thanks!

I've seen this Freeport ad before, it's pretty good.
I've worked on a few of their projects, they're an amazing company. When they decide to do a thing they go right in and get it done without a lot of bullshit.

>>54938426
If you hold and silver tears you'll make gains. It's just painful to hold that in the meantime.

>>54940531
Remind me tomorrow.

>>54940562
U should get a seeking alpha subscription and use their database if you like doing this stuff. Could be a huge contribution to the thread. They have a great stock screener.

I’m beginning to think we will never make it

>>54940626
Will do
>https://www.rogueeconomics.com/inside-wall-street/is-the-american-shale-revolution-coming-to-an-end/
Fucking retards are making the same point I'm making. Fracking isn't going anywhere I don't give a single, solitary fucking fuck what they say. They can't make it without it. Plane as the knows on you're phace

>>54940675
>Fracking isn't going anywhere I don't give a single, solitary fucking fuck what they say. They can't make it without it.
I'd guess we have another 100 years of fracking at least. Maybe less if nuclear gains popularity, but even with that we're going to need oil and gas and coal for a long time to come.

>>54940659
>beginning
Only now have you started to doubt? Brooooo, recession means metals will get BTFO (with the exception of Gold). Basic knowledge. Feels bad but that's how it is

>>54940720
We'll see. I'm praying for rain. I'm praying war. I'm praying for nuclear annihilation. I'm praying for a comet to take this place out of the universe before it infects the rest of existence with the big gay
Some men just wanna watch the world burn

I'm about to do some coke and use my night vision binoculars to look for IR cameras and game cams in the area. I think somebody knows I have cameras up and has cameras on my cameras. So I'm gonna find their cameras and sack them then move my cameras and cover the ir emitter.
Some weird ass shit going on around this canyon and I'm about to get to the bottom of it

>>54940843
>deaths
The vax?

>>54934073
Not gonna sauce any CPI calculations, however the record earnings is due to companies paying of debts and making a profit due to a lot of market insecurities, meaning companies that would rather surf the debt line and loose money to bring yoy profits even higher is now making a profit instead

>>54940880
+Births vs -food= death
Vax won't help I think

>>54940862
Why would they want to catch your cameras on camera? /nogunz/ so I don't know the yanks etiquette or laws.

>>54940843
>I'm praying for nuclear annihilation. I'm praying for a comet to take this place out of the universe before it infects the rest of existence with the big gay
If only

>>54940659
>>54940843
Would Putin ever launch a nuke at the comex?

>Indicators are all nominal for takeoff

>>54942458
that's why guru and memeliner can fuck off. DCA every month into cheap company and enjoy your life

Nobody can't time shit

>>54940862
You should also move some of yours around, if they have been spotted.
Put up more, take some down, change it all

>>54940197
Skip the intro dummy

>>54941918
It's complicated. I thought my best friend was fucking my old lady bit it turns out I'm fucking his long time mistress. So I've gotta put up cameras to catch them and to do that I have to make sure they don't have cameras watching me put up cameras. The infrared night vision binoculars will give away the location of the cameras if I cover my binos or emitter and use those to track down the other cameras. I'm gonna nuke these adulterers into oblivion and tear their world apart. I've been emotionally and psychologically torturing them both, gaslighting them constantly. My mission is for nobody to commit suicide so they have to live with their pain and suffer like I have.
Imagine being on my fucking radar and all I have to do everyday, all day is plot on your destruction. I'm eleventeen moves ahead of these minnow brained whores and when the community finds out they're gonna wear the scarlet letter and hang their heads in shame

>>54942458
https://twitter.com/SpiderCharts/status/1657001800220700675

We're rebounding pretty hard, glad to see such strenght. Gold too, 2020$ is a new base, the 1900s are no more.

>>54942458
>24.45 is the magic number
STILL WAITING

>>54942192
It's crazy they managed to bring silver right back down. All the hopes and dreams, thrown down to the ground.

>he is not buying this chart

>>54942835
Oh shit nigga I assumed it was a hunting thing. I'm confused though, is she cheating on you, or are you cheating on her, or both? Either way Godspeed on outing it.

>>54942835
Aren't you also an adulterer?

Gary is full of shit
>>54943333
Ch-checked. Craziest shit I’ve seen in my whole life.

>>54938426
204,000 gayhorse @ 0.08 here
its not a loss, its a longterm investment

not sure wherther I should average down or not.
I'm afraid gayhorse will die before silver rips

Oh, noes, PMET broes!

>>54927099

Your participation needed:

Global. Hyperinflation. General. /GHG/ >>>/pol/426787172

My order for 50,000 BHS at .025 filled today. I'm just in it for the memes, I have no idea if it's going up or to zero kek. But at least I have a low entry point.

US producers finally reigning rigs (-16)
nattybros, is it finally time?

>>54945563
You say that, then some guy buys 50,000 at .005 and is glad he has a low entry point.

>>54945581
It could go to zero for all I care, it's a measly $1200CAD position. Call it a lottery ticket.

>>54943513
>>54943769
They ve been doing this before I moved to California. I would not care but I won't tolerate lies. So I must destroy them both
This has changed me as a person. I freebased for a week and listened to a thousand hours of audio from devices I had put all over my house and her house.
It's war now. And war is the only thing I do well.

Onions bean oil bro passing through. Rollin for blessings

>>54945739
Balls

Thoughts on Coterra Energy Inc?
>Oil & Gas producer based in Texas and Appalachia
>691000000 barrel of oil equivalent reserves in their Permian Basin project alone at an extraction rate 211000 barrel of oil equivalent per day (based on 2022 numbers)
>10% dividend
I can't say much on the financials other than their net income being $677 million

>>54945827
for this year's quarter*

Albertas having their provincial election May 29th. Think there will be a small canadian oil and gas company pump if they elect conservative again. Might be a good short term play.

>>54945577
Could always go lower especially if we are in for a recession. But yes, it is still time.

Orezone really getting hammered after stellar Q1 results. I'm tempted to buy more but I would like to keep lots of cash in hand. Sucks that I have taxes and home renovation fees to pay.

I might as well come clean in case anything mysterious happens to me to protect these cunts from the consequences of their lies.
I never contacted Karen and Tonto. I threatened to do that but I hate those people. I merely cracked the consensus with the threat of telling them.
She's a nurse so she could poke me or dope me and he could easily kill me with a tractor to make it look like an accident. I'm fucking scared bros. For the first time in my life I'm genuinely concerned for my well being and my mortal body. I'm gonna liquidate everything and turn my badge in to the club at the end of the season. Start my life over somewhere else.
Idk why I'm telling you nigtards this. Everyone here hates my guts about the fagmare thing and that's deserved, but I fucking love this community of /cmmg/ and I think you guys deserve to know the truth about what happened.
So there it is

>>54946191
>>54942835
based schizoposts lassen. Idk what the fuck is going on with your life right now but I wish you well

>>54942835
extremely based

adulterer deserve to be completely destroyed, go full rambo brother

>>54945882
Suncor finally seems to have a decent ceo.

>>54940659
You'll be happy in a month.

>>54934073
The government changed their cpi calculations at the beginning of the year.

>>54945738
My sympathies dude. You're either more reasoned or patient than I am because I couldn't imagine myself doing anything other than murdering everybody involved, which wouldn't be the wisest route so I admire your way.

https://www.youtube.com/watch?v=NR5SHuJDlUQ&t=7s

>>54946191
I never thought you contacted Tonto or Karen, and your threats to contact them had nothing to do with Red selling the top or me asking wtf gram was trying to accomplish with some seemingly bad decisions. I don't hate your guts, I don't think anyone here does.

I've been in a similar relationship situation before, but as the cheating husband, not the mistresses boyfriend. When that happened to me, my wife knew about my mistress and didn't care because she was tired of having sex with me, the mistress loved having sex with me, the wife and the mistress were best friends, and the wife and 'my' mistress also had sex together sometimes. In fact when the wife and I finally divorced, she took off with 'my' mistress.

the only one who wasn't aware of the situation was my buddy, who dated my mistress without realizing. I didn't hate him for that, she's hot and single and not really mine. I didn't hate her for that, I was having sex with more than one woman, I couldn't demand that she not have sex with other men.

I don't know your situation exactly, and it is a dangerous situation, but hopefully neither of them hates you because you didn't know what was going on. It's not your fault, and it's possible that you're the only one out of the 4 in the relationship that got lied to.

>>54947457
>I was having sex with more than one woman, I couldn't demand that she not have sex with other men.
disgusting cuck

>>54947517
akshually cucks get off on watching while their significant other gets railed by another so Big Bob is in fact not a cuck. Just marriage issues.

>>54947517
In real life if you ever get to have sex with a woman you'll find she's had sex with other men before. She will likely have sex with other men after she's done with you. And there's a pretty good chance she's having sex with other men while she's with you.

also when you get around a bit you'll find yourself sometimes wanting to have sex with women that have boyfriends, and maybe even husbands. And if your sex drive is stronger than your morals you will very probably go ahead and do it. This doesn't make you a cuck. It probably makes you a man-whore.

I suspect none of this is anything you'll ever have to worry about. People that don't have sex can easily pretend to hate something they've never been offered.

>>54947457
All they had to do was not drag me into it. Not difficult. We could have been swinging this whole time my buddies wife is hot. But they wanna play games
I quit school cuz recess is too long. I don't play games
There are children involved if she leaves him and I move they'll have each other and be miserable together. That's the plan so far. Killing them would end my life and they wouldn't suffer the consequences of their actions
I figured a few anons would know I was bluffing, because of my unparalleled loathing for Karen and Tonto is only eclipsed by hatred for the government

>>54947629
>they'll have each other and be miserable together.
that's the ticket right there. No faster way to end a super fun affair than to turn it into the daily grind. Dudes don't want to marry their mistresses, if we did we'd do it already.

>>54947604
>he's trying to justify staying in a marriage where he knew full well his wife was fucking other men
Sex is the only thing she bring. You sharing your wife make you a cuck anon, no matter how you try to spin this shit

>>54947629
I always thought Karen and Tonto were a made up meme. What a plot twist to learn that they are real

>>54947646
you misread

my mistress was fucking another man. My buddy.

my wife at the time was fucking my mistress. Once or twice both me and the wife fucked my mistress at the same time. It's called a threesome and sometimes adults like to do that sort of thing when they're bored and horny. While I've never had a threesome with another guy, there's nothing wrong with doing that if a person wants to, also.

>>54947646
>Sex is the only thing she bring.
also you grossly underestimate women

which is again not surprising for a virgin to do.

>>54947641
Yup. I've discovered all their signals
>Blinds in a certain window up or down
>Garage door open or closed
I've baited him in while I was here and I could feel the energy change when he let himself in the door without knocking and saw me inside. Her too. So now I'm baiting them both so fucking hard it has to be killing them to have no phone to communicate these things with.
I left an Amazon box full of new spy devices with a box of valve springs on top and a strategically placed shotgun shell inside of the spring box. She looked inside the Amazon box for sure so now she knows to be on eggshells. I even sent her a screenshot recommending she use this device to keep an eye on the place while she's away and in the pic it shows I've ordered them previously.
She's a nervous wreck now she knows I've been gathering evidence for over six months
I hope they like paranoia. Because I'm bringing train car loads of it

>>54946191
If anything the whole things even funnier that you where just shitposting about Karen and Tonto all that time, well played. I thought it was just memeing in real time until you said a while back you had the emails to share one day even though horseposting was already dead at the point so I figured you'd actually done it.

As Bob said I don't think anyone hates you either. Nothing but love and respect for you brother. Stay safe.

>I'm gonna liquidate everything
Nigger if you leave me holding these sand bags I'll track you down myself and pour sand in your fucking scuba suit. SHLE just put a hammer candle in.

>>54947683
>While I've never had a threesome with another guy, there's nothing wrong with doing that if a person wants to
I have, twice. Both times with the buddies' girl, no gay shit, I agreed just so I could fuck the girl. Both times each buddy regretted it massively and forever have the image of me plowing their woman burned into their minds. Neither relationship lasted.
Man was not meant to share.

>>54947683
>>54947689
have you considered NOT having sex you freak? were the STDs we all know you have worth it? virgins are making you look bad.

>>54947740
Seems to happen a lot. My ex wife never got the visuals out of her head of me and her best friend having sex. That's one reason she's my ex.

>>54947772
even women can't manage to stop having sex
even women have more testosterone than you.

>>54947707
No brother I've done a shit load of research into fracking sand. I believe in it. And somehow it fits my thesis perfectly as there is no hold up with the EPA and wastewater. Logistics is the issue. I wanna post more about sand but not shill it. I found source energy services on accident and asked for help even then. I bought because fuck it, why not?
I have 47 tabs open in my browser that's fracking related research. I've never shilled any bags and I don't care what anyone does with their money. I want the stocks to tank so I can buy more.

If anyone has any questions about NWS fracking sand I'll tell you anything I know, share anything I have, and what I don't know we can learn together.

I'm sorry if I hurt anyone here at anytime with my schizo bullshit and I'm glad you fellas put up with me for years now. I have nothing but love for this general and everyone in it (that contributes and helps their fellow anon).
Please accept my heartfelt apology. I'm sorry to dump my personal life itt but I literally have nobody else on the planet I can tell this too and it's killing my soul

>>54947792
its fine anon, you contributed a lot. Especially since we now know some cuck are among us

WAGMI brother

>>54947790
>even women have more testosterone than you.
the women you fuck? I don't doubt it, you /r/polyamory faggot

what STDs do you have? tell the class the real fruits of your sex addiction instead of promoting infidelity

>>54947697
Based deserved psychological torment posting.
If you're genuinely making them fear for their lives though you do need to be careful. Cornered animal etc

>>54947778
That sucks man. It's definitely not the kind of thing that should be done with anyone you care about from what I've seen. I'm far too territorial for it by nature and I've learned that any woman who wants to get another woman involved is a massive red flag, either for their own potential jealousy or wanting the "favour" returned. That's how both my buddies fell for it, they wanted two girls so they traded it for a devil's threeway and surprise surprise it wasn't worth it lol

>>54947792
I'm always happy to learn more so I would be overjoyed if you could share some of the more pertinent results of your frac sand related research. I know next to nothing about oilfield services as a sector. I only know that they provide drilling services; materials and chemicals related to fracking; and necessary equipment. It's probably a very different kind of business than up/mid/downstream I would think

>>54947837
>what STDs do you have?
I had chlamydia once 28 years ago, and ironically enough I got it from my wife.

go figure.

>>54947840
>That sucks man. It's definitely not the kind of thing that should be done with anyone you care about from what I've seen.
agreed, but by the time me and the ex were playing that game we both knew the relationship was done anyways.
>they traded it for a devil's threeway and surprise surprise it wasn't worth it lol
kek
yeah I don't think I would ever want to do a threesome with a guy. I know my limits.

>>54947848
It takes digging thru piles of mostly the same old shit. Reports about reports about studies of studies. One thing that caught my attention was the polarized sentiment around le ebil fracking. Articles posted in the same week saying shle is overvalued and heading towards insolvency while another article states theyre worth buying.
I paid for the class from IRA and didn't finish it because I was smoking crack for over a week and staring out the window listening to them fuck in my bed, her bed, and laughing about it. I wanted blood but I don't want to pay for the consequences of those actions. This is the best way I think. They'll blame me. She already said when I called her out
>You're gonna ruin everything!!!
Yes.jpg
Not that they did anything wrong. Only me. It's my fault. I'm the bad guy. I want them to know it's all my fault and when they recount the story to be sure to label me as the bad guy in the saga

>>54947920
A few links on where it would be best to start with frac sand would go a long way. I'm a pretty fast learner when I put my mind to it, and my summer vacation is coming up pretty soon too. I could do some DD and learn while sunbathing. Just have to find a way to be able to see what's on the screen too though

>>54947792
Nigger your schizo autism is to thank for these threads in the first place. I don't think anyone could accuse you of shilling either so the more you want to sandpost the better. I remember you bringing the source charts and I remember posting about them but I fucking didn't buy any because I'm a retard, got some today though at around 4.40

As for the personal shit, it's the weekend so fuck em. It's good to vent and it keeps the newfags away.

>>54947896
>agreed, but by the time me and the ex were playing that game we both knew the relationship was done anyways.
That's fair then, got a good hurrah out of it at least.
>I know my limits.
Same lol but it was the only oppurtunity I was going to get to fuck either of those girls and both times the girls initiated it so easier lure when you're young and drunk. Never again though

>>54947920
>I want them to know it's all my fault and when they recount the story to be sure to label me as the bad guy in the saga
you ever get tempted to tell his wife and go have an affair with her to pay him back?

not that the thought has ever crossed my mind in the past, that would be far too degenerate for the few prudes itt.

>>54947920
>when I called her out
So she knows you know for sure rather than just the paranoia you've been sewing? When do you drop the bomb to make it public?

>I paid for the class from IRA and didn't finish it
I've still got it whenever you want a copy

>>54948091
*sowing lol
It's getting passed my bedtime

>>54948054
I've decided over the years when it comes to sex, women are the devil. Both genders are sluts, but a lot of women get off on some crazy psychological depravity. Gotta love 'em.

>>54948054
>your schizo autism is to thank for these threads in the first place
that's how I remember it too. This is Lassen's thread, the thread made for Lassen, the thread made by Lassen.

>>54948108
Yeah I think you're right. Easy to hate at first exposure to it, but then you start to realize when somethings embedded that deeply in their nature it can't be helped. It's like hating a cat for killing birds. You kind of have to respect it and just learn to be aware of it so you can ultimately avoid getting your birds killed.
>Gotta love 'em.
Unfortunately kek

>>54948004
I'll post a mega dump link from the laptop. I'm playing with devices today anyways
>>54948054
>didn't buy any because I'm a retard
Nah you're just cautious as you should be. I didn't know either because I had just started the sand journey myself.
>>54948091
>So she knows you know for sure
Yes but she's adamant about denying it. I told her I was just glad my best friend had an old, spare bicycle that I could ride so why should I be mad if he rides his own bicycle when I'm not riding it. She was livid as shes a widow that gives the illusion of being chaste. Exposing her to the community would sully that reputation forever and she would be shunned and have to move away.
>>54948063
I've never made a pass at her in almost ten years now. I can feel her energy and yes she would fuck me and I would fuck her to get back at him definitely. I can't tell her or anyone just yet. I won't tell her either. I'll send the audio and soon to be captured video to everyone but her. Presented with the opportunity I would bury it in her then come home and fuck my missus with the wife's come still on my cock to get sucked off by the mistress before nutting in her too.
>>54948124
I didn't make the threads but this is the comfyest general on the chinz and I'm glad to be a part of it.
My family has instructions to dump the data I have saved already in case they get stupid. I'll tell them to dump here as well so you all know who they are and where they can be found
>Nypa
Someone would do the needful and keep my memory alive after they dump me in a hole I probably dug myself with the excavator

>>54946191
Its getting harder to tell the difference between all the schizzos on this board. Are the schizzo that claimed brain damage after endlessly pumping Bayhorse, the original schizzo pumping Bayhorse? How many different personalities did you portray during the Bayhorse times? The crazy endless shit posting, especially the retarded technical drawings made me laugh all day as I never seen so much retardation in the world. Who was the schizzo that posed 60 - 80 times per thread? Are you all the same schizzo?

>>54948174
great analogy, I'm gonna remember that
>>54946191
My personal BHS saga:
>ask why they don't prove resource. Answer- they want to spend money on development
>ask how not proving the resource isn't evidence of a scam. Answer- you just need trust
>ask how relying on trust isn't a confidence game (con). Answer- it just isn't, ok
>ask why Ocean and not some local toll mill. Answer- big name prestige
>ask how big name prestige makes me money. Answer- investors love it
>Point out that ore sorter doesn't make concentrates. Answer- YOU'RE A LIAR!!!!!
>Point out that ore sorter doesn't use new X-ray magic. Answer- crickets
>Ask why they're not selling muck piles. Answer- they're waiting on the price of metal
>Ask why they're not mining at a loss instead of not mining at an even bigger loss. Answer- they're saving the metals for higher prices
>Ask why they said they're mining in 2018 and nothing happened. Answer- things got in the way
>Ask why they need a new mill when they already have one. Answer- state of the art new equipment
>See new mill, laugh my ass off
>Predict they're going to have trouble with wastewater permits and tailings disposal
>Couple days later they're having trouble with wastewater permits
>Announce they plan on selling tailings as construction material. I again laugh my ass off.

I've always agreed with you that it's probably a scam. I suggested it was probably a scam to silver a few times and he assured me nobody could be that evil, certainly not a sincere australian bloke in a cowboy hat.

I came very close to buying it anyways, because even a scam can make a person some money. But that thing about selling their tailings as construction material was over the top for me. That was just funny. Not even investor bait anymore, just a bare hook.

>>54948091
>I've still got it whenever you want a copy
Please send it. I should have just paid you and red that money for teaching me along the way. It's still hyroglyphs to me. I'm stuck between believing memelines are worthy of studying to find and predict patterns, but also I realize that TA means nothing when mass psychology of markets, people, the algorithms, etc are involved.

>>54948367
>I suggested it was probably a scam to silver a few times
lying silver anon was the scammer, but he worked with a number of posters here to scam as many as they could. They are still here.

>>54948309
Sounds like a solid plan. Maybe plant the idea of a dead man's switch like you have the recording equipment, just to deter any desperate moves.

>>54948367
kek

>>54948391
I'll figure out a way to get them to you over the weekend. I'm gonna have to go to bed now though.

Goodnight lads

>>54948344
>different personalities did you portray
I live in a remote area so I get new ids if I drive over a hill or around a bend. Silver accused me of doing that but I have zero interest in being anyone other than myself. I had two faces I certainly wouldn't wear this one.
Most regulars here and before this general existed can tell my posts by my grammer, cadence, and syntax, what have you. Newer namefags don't even know half the story of /cmmg/ and I never intended to be the raison d'etre of it after it emerged from a crumbling /pmg/ that was oversaturated with shilling, namefagging, avatarfagging, plushfagging and all that.
I just wanna talk about rocks and mining history but that shit is boring (get it...boring, like boring a hole)
Overall it has worked out. /pmg/ has their comfy place to discuss numismatics and /cmmg/ has a place to discuss everything else. I don't blame anyone for their feelings towards me about the split as I certainly deserve it

>>54948478
No hurry at all. Sleep well my bluesy monkefren

>>54948440
The way I remember it is the people here right now were the only ones NOT pushing a dead horse, and there was a good 20 or 30 anons threatening to kill us for criticizing the sacred pony.

I had one or two anons in particular that really hated me for disagreeing with their version of how mining works. It was pretty funny. I think they're gone now but if they're still here they're really quiet.

https://www.send2press.com/wire/energy-industry-experts-weigh-in-on-latest-rystad-energy-shale-well-study-indicating-potential-answer-for-accelerated-productivity-declines/

https://dnr.wisconsin.gov/topic/EIA/ISMSA.html

https://www.accesswire.com/741366/CARBOTRACE-Proppant-Conveyed-Inflow-Production-Tracers-Are-Being-Launched-Globally

https://www.mammothenergy.com/oilfield-services/natural-sand-proppant/

https://www.imarcgroup.com/frac-sand-market

https://jpt.spe.org/can-1-5-million-pounds-of-sand-return-without-choking-back-the-well-yes

https://rockproducts.com/2015/05/19/frac-sand-sources-in-the-united-states/

https://feeco.com/the-ongoing-battle-between-us-frac-sand-supply-and-demand/
https://feeco.com/the-ongoing-battle-between-us-frac-sand-supply-and-demand/

https://enercorp.net/enercorp-sand-flowback-separators/

>>54948727
>their version of how mining works
Funny, that. My brother told me once that all we have to look forward to in life is learning and teaching. Coming around to this I've had to abandon everything else I thought I knew. Maybe I'll find some fulfillment from this.
I'm sorry I called you names Bob. I appreciate you moar than you could even expect from a random person on the internet. I'll never get to hug you and tell you how much I love you and that is bringing tears to my eyes just now.

>>54937510
PAN MAN, and other based non-degenerates, the Scottie webinar replay is up, click "register here" and it takes you to the replay. Good Q&A at the end.

https://www.amvestcapital.com/webinar-directory/scottieresources051123

>>54948929
when I got here the job of nice mining expert was already taken by Pan Man, so I applied for the job of resident asshole and got it. Getting called names is in the job description. I undoubtedly called you names back.

I think you're a badass and can take care of yourself just fine. But our friend above is right- the only real threat is from people that are scared of you.
I appreciate you too, and enjoy the mining history. That's why I keep coming back. And I trust you to take care of yourself, I trust you to do fine. You always have.

>>54949105
>job of resident asshole
I was unaware anyone existed moar qualified than myself. You've taught me tons here.
We need a geology board for weirdos like us. Imagine a prosecutor general that's not on /diy/. I've seen PM out in the wild and I swear I saw him posting on /k/ as a tripfag once. I still think he's a skimwalker living in the bayhorse mine larping as a maplenigger.

>>54949346
I would be all in on a mining and geo board. This works pretty good too.

I first ran into PM on /out/ and then saw him later in /pmg/. I think he's amazing.
He did say he posts on /k/ but I never posted there much because obvious honeypot. I would never break a gun law, but I also know if you hang out with cops all day every day they're going to find a reason to bust a person.

>>54949400
I lurk /k/ and troll a little. I'm a FFL so I would have to try hard to break the law. Did you know if you get an explosives loicense you're also covered under every other category of FFL? I may try to weasel the grey beards into paying for it and obviously take it with me when I leave the club. They already went thru flaming hoops for my loicense because Cali won't let you have it at a residence but they needed a loicense for insurance I think

My dad wants to give me 5-10 of these commemorative toonies (uncirculated fresh from a mint roll) of the queen's death ... any value on these? Theyre this year, was considering a full roll so I can just leave it and forget about it

>>54949462
>Did you know if you get an explosives loicense you're also covered under every other category of FFL?
I didn't know that, but it makes sense. If they trust you with explosives they should trust you with anything. Personally I think military veterans should be given a pass in civilian life just because they handled worse stuff and did fine with it.
I have to pass background checks but that's true of anyone working for the feds. My record is a bit dirty, but not bad enough to ever keep me from passing. The worst stuff I ever did was before I joined the corpse, and it wasn't enough to keep me out then.

bullish? the new roastie CEO of twitter says the dollar ends in Sept '24

>>54949590
My neighbor has his that's how I found out. You should be a shoe in for that shit desu. Ask your mining buddies youust know someone with that class loicense by now. I know three off the top of my head one is a half mile down the creek from me

evening all how are things?
Sorry I havent been around, a community members house blew up so i ve been on fire support duty.

>>54948933
thanks anon i ll check out in a bit, been extremely busy day today.

>>54949883
Must've been listening to my new mix tape

>>54949883
gas leak? were they in the house?
>>54949678
I've thought about it over the years because explosive guys make bank. I'm closer to retiring than getting a new job though.

>>54949897
long story short, elderly weed growers shed full of chemicals / fertilizer blew up after his yard burning got out of hand. 5 minutes from start to finish, house was flattened. I wont post pics as I know the guy and active investigation. I ve never seen a mushroom cloud so big.

>>54949920
crazy!

I saw the mushroom cloud from a gas leak filling a house when I was a kid. Old lady was probably dead long before the house blew up in that case.

>>54949919
Dude set charges for controlled avalanches.
>Ride a helicopter or snow cat to work
>Ski down fresh untouched powder placing charges along the way
>Ride helicopter or snow cat back to the top
>Freebase crack from a vape pen
>Push the button as the bells start ringing
>Ski down and call it a day

>>54949974
Ah yeah, it's snow blasting season here. Getting the highways ready to drive for spring. I was just up at Monarch Pass looking at the old Madonna Mine last weekend. Got slowed down on the Blue Mesa side by some guy that had shot a couple people by the side of the highway.

>>54949920

>>54948440
>>54948727
Blind belief, autism and retardation don't combine to make a good investor. Silver jew and the Cult of the Horse was mostly a product of all three. It started off as a half baked investment thesis and ended up as ever more hopium-fueled coping as it became more clear by the day that not only was the thesis around silver flawed, the company was also either utterly incompetent or more likely just a lifestyle company; a scam in essence. Those that had swallowed the hook, line and sinker were in too deep in their own bullshit. It wasn't just an investment to them anymore; it turned into a matter of ideology. After all, the evil banksters were out there and anons could show them what for if only they kept buying more silver and Bayhorse! Many invested relatively big sums of money and were pretty much all in. Denial was the first response to any level-headed criticism, and personally I remember being called a kike and an "Eglin shill" and whatnot any time I attempted to have a proper discussion.

On another note I find it a bit ironic that /pmg/ suddenly became very puritan about only being about physical precious metals and the Silver Jew being the one who made the first /cmmg/ threads. /pmg/ being the sub-80iq rock collecting hub where they fap to anime figures next to coins and bars and many of the most ardent supporters of Bayhorse also being today's /pmg/fags ended up being so analblasted about getting BTFOd by junior mining that they would not accept it in any form anymore. It all was a nice combination of factors that lead to the creation of this general. I had tried to make a commodity general before a few times myself but to no interest whatsoever, but all it took was a group of retarded grugs ousting an incredibly autistic gullible junior mining speculator. I then tried to improve the general's OP copypaste but wasn't able to change much because fags wanted their jewtube confirmation bias links so those are still there.

>>54949920
Christ. I hope nobody was hurt
>>54948737
Thanks for the links mate!

>>54951623
agree in so many ways

only thing is I think the silver miner anon thought with enough money and force of will we could FORCE gram to succeed.

but the gram's will to betray was bigger than our will to make him succeed. He defied winning so hard we all lost

and such is the nature of man. If we command you to succeed, you will fail just to prove us wrong. C'est la vie, bon vivant

https://oilprice.com/Energy/Energy-General/Oil-Gas-Drilling-Activity-In-US-Sees-Largest-Single-Week-Drop-Since-Mid-2020.html
rig counts and drilling declines are finally showing up in the numbers. With the current prices, I wonder how many companies are pissing their pants right now. If a fracked well isn't profitable in the first six months it's possible it won't be profitable at all due to the high decline rates. Rig counts are still much lower than they were pre-coof though. I am bullish longer term but short term I could see producers trade lower. Oil and gas prices may have bottomed out though... we'll see, demand woes remain pertinent. Overall I think right now is not a bad time to start taking positions with the caveat that the market could bless us with even lower prices.

>>54953377
here's some charts
https://boereport.com/caodc-rig-count/
https://ycharts.com/indicators/us_rotary_rigs
Canada rig count still has lots of room to fall. Back in Q2 2020 when natgas prices bottomed, Alberta rig counts went from 126 in March l all the way to below ten in June before picking up. Now Alberta has 62 rigs. There is always about a month or two of lag in rig counts because it takes time to physically operate them. US rig counts on the other hand were at 793 in March 2020 and fell down to 253 in June that year.

Natgas price (Henry Hub) bottomed around $1.50 in June 2020; and WTI went negative, so those numbers are not really comparable even now that natgas has briefly visited prices below $2/Mcf. But still, oil and natgas have fallen lots and this will most likely be reflected as lower rig counts in the coming month or two -- which may result in higher oil and gas prices due to supply falling. The price is of course a function of supply and demand though, and so it's hard to say whether this really is the bottom. But it's not a bad time to bet on it so I have been a buyer recently.

4th time's a charm?

>>54953514
Waha natgas went negative this week

>>54953651
A trader with some good capital can only dream of such an easy sector

>>54953716
natgas goes negative fairly often for short periods in certain areas where production is high. Namely Texas and Alberta.

>>54946191
>>54947672
I just opened this thread to see what anons' opinions on current natgas price action were. What the fuck is going on here?

>>54954910
you will find discussion on natgas here too. You're just witnessing some good old schizoposting by one of the regulars.

Midstream Tanker chads stay winning

>>54947672
>learn that they are real
Got a pic of Tonto doing a drive by of my Oregon ranch just south of the Bayhorse mine. Its not safe driving that road because of all the ore haulers leaving the mine for the BHS ore processing plant in Idaho.

name my band

>>54955316
Nice. Good add. Thank you.

>>54955364
dead and deader

>>54955555
quints take the cake. RIP Mr. Maloney and Mr Schiff.

>>54955364
2 live Jew
Run PMG
Metallican't
Phist
The traveling dingleberrys
The legals
Awareosmith
Pervana
Jew oyster cult
Tax sabbath
Kneel, young
Peon Russell

>>54955316
Where is IMPP?

>>54955851
Improperly marked penis products

>>54955687
Run pmg.

https://www.youtube.com/watch?v=T6c_YZYnt4g

https://www.mining-technology.com/news/seabridge-150m-sprott-royalty-deal/

>>54955555
>>54955687
kek

Has anyone spotted any new projects recently?
Delta Resources had some fantastic news for its project in Ontario, anyone else want to have a look at them?

>>54958471
Barrick's Reko Diq in Pakistan is interesting. A mineral blessing. Hardly new though

>>54958960
>pakistan
their headed for civil war by the sounds of things, that whole region is never going to stabilize until corruption is fixed.

>>54958471
Lithium mines in Finland where Sibanye is the majority holder? Don't know if that is of interest to you though Pan Man

Old and in the way
>>54955555
>>54955687
Impressive

>>54959937
The Lundins were able to build one of the world's biggest copper mines in Congo while they had a civil war where millions died. That mine is very soon coming online by the by
>>54960863
You mean the Keliber assets.

https://finance.yahoo.com/news/smart-sand-inc-nasdaq-snd-191207854.html?guccounter=1

>>54961065
Yepp it's Keliber, I thought for a long time Binland would bin the whole project, but appears they decided to Ok it

>>54931716
The company's chief promoter didn't even know the pit is flooded. I pity the retards who follow this clown.
https://youtu.be/E_dy0reGfDQ?t=312

Lassen check your email I've sent you some dick pics

>>54961895
Finland was actually originally the owner of the project, Sibanye started investing into it a few years back and now holds like 80% of it. Just a month or three ago one of Finland's state owned companies increased their holding. We Finns seem to be all for battery metals. We will also be building large battery factories on the West coast. Generally speaking Finland is an excellent jurisdiction for mining companies and the government supports mining. We have a straightforward mining legislation. There has been some political will to improve the mining laws to increase locals' say in matters and get some bigger share of the profits but I have not followed the discussion much. But the country is supportive of investment from abroad.

>>54955316
I hodl'd the tankers but now I don't know when to exit. The low building, high scrapping thesis still applies so I think I'll keep holding on.

>>54962227
Thanks buddy

>>54962227
Got those snuffalufagus pics. Did you braid your pubes or do they just grow in all dreadlocky like that naturally?
Either way clean the smegma and blood stains on your tighty whiteys before you turn them around backwards to get another week of wear out of them. It's a good trick to know in prison if you get my drift

Happy mother's day lads
Call you mom. Tell her I won't be in until later tonight so leave the door unlocked

https://www.streetinsider.com/dr/news.php?id=21570056&gfv=1
Us silica q1

>>54953514
Alberta rig count drops due to fires though, no?

https://youtu.be/o52bJ66wgbc?t=852

Memeline are intact for both Gold and Silver at 14:12

>>54964249
That too of course, good point. The Alberta wildfires have forced companies to shut down operations and that extends beyond rig counts too. But would you drill a well that was guaranteed to lose you millions of dollars? The price has a great if delayed effect on rig counts. It just takes a month or two for the rig count to follow price action. Quite a few wells simply become uneconomical to drill at these prices, and if the well is fracked as they tend to be nowadays, the high decline rate means that if the well isn't profitable in the first 6-12 months of hydrocarbon flows it most likely won't turn profitable at all.

>>54964922
These next few moments are absolutely, unironically, CRITICAL for GS.

>>54953377
>>54953514
that filename/webm and
>Overall I think right now is not a bad time to start taking positions with the caveat that the market could bless us with even lower prices
is exactly where I'm at as well. I hold a somewhat smallest position to benefit from any further spiking, but am expecting a little more dipping and prepared to do some averaging down into it. It's spooky fuckin' shit to even dip toes into, but the 2 recent spikes (fire day and rig count day) show promise that it's somewhat relatively easy to make some decent little bumps at any point now.

>>54963883
It's all natural baybee head to toe, and theres nothing whitey about my tighties

Dick picks and cock clocks vol. 2 inbound

https://finance.yahoo.com/quote/SLCA/

I got out of these guys because their market cap was a billion or so. Q1 info out and they're down just now. Could be a big thing if Exxon does decide to start grabbing up proppant providers. I don't think they would but they've been shopping around the Permian, which is somehow both public knowledge and practically unmentioned by people in the industry.
If I had as much money as some of you fellas have lost I'd burn mine. This would be a good anchor for a diversified sand heavy portfolio because their blue chip for the sector. The teachers union is buying shares for their retirement or 401ks or whatever the fuck it is. Texas loves energy. They're not gonna see a 5x but a 2-3x is well within range of you can hodl for a year or so.
TUSK- mammoth energy is another Iarge cap I like but they're very involved and I wanna just be three knuckles deep in NWS providers.

>>54965946
The thing that gives me conviction to buy and hold are
>1) buying gas producers that can actually withstand a few years in a bear market
so I'm looking for cash flowing companies that are not trash who have good hedges in place or who have higher netbacks thanks to either better gross prices per unit or simply lower costs per unit (and who have pristine balance sheets, access to credit, all that financial flexibility and jazz)
>2) that rig counts in the US have stayed consistently lower than they were pre-coof
of course, there is less growth coming from Texas though, but it's still a bullish sign that production hasn't come back to previous levels. There has been lots of big rig count swings in Canada and if you take a look at the BOE Report chart for Canadian rig counts on a longer term time frame, it seems like there is an uptrend forming as there is simply so much extra production that can be brought on stream in Canada (which is why I am focusing on Alberta producers first) -- this brings me back to
>3) improving infrastructure
better market access creates demand for all that immense supply that's been flooding the NA markets in the past. LNG facilities, pipelines, switching coal plants to natgas plants. All of this is going on and it will have an effect on the price. The arbitrage between NA gas versus gas prices globally around the world will close, if not entirely then at least it will get closer.

>>54965122
>few wells simply become uneconomical to drill at these prices, and if the well is fracked as they tend to be nowadays, the high decline rate means that if the well isn't profitable in the first 6-12 months of hydrocarbon flows it most likely won't turn profitable at all.
I covered this previously. The cheap brown IBS sand has hindered flows costing six figures per site. There's a company that's refracking. Calfrac I think. They send a smaller tube down to bust up the clogging IBS and sending down NWS. Check archives please for calfrac so I'm not posting the same old shit over and over.
700 ish holes in the Permian. If a 1/4 of those have this issue that's a billion dollars of uncapitalized production. Huge. Mega.

If anyone wants to help find holding companies or whatever, wherever to buy up raw land that could be sold off to be mined for NWS later this could be life-changing gains not even memeing.
Fuck mining and working a mine when you can sell off minerals or tracks from a section or two of sandstone laden land.

>>54966083
thanks for the info frac chad. Always interesting to hear your take as well. I'm not well read on the subject at all but yeah no doubt refracking failed frac wells with proper material should be a very profitable business -- but I would perhaps avoid investing in fracking sand, equipment or services right now when rig counts are falling, though that might just be my bias speaking. After all I'm buying gas producers while the price is in the dumps lol

My point here was more about the raw unprofitability drilling new of low liquids wells at these natgas prices. So if you drill a new well now and the prices don't improve significantly in the next six months, that capital expenditure would quite possibly end up as a net loss; cash flow negative. Only the best producers can remain above the water in an environment like this. If they get a premium for their sales, or if they have lower costs, or strong hedges, or a flexible balance sheet, or lots of tier one drilling locations they will get through this price slump. There are lots of bad companies with bad balance sheets, or low netbacks/margins, or they may be badly managed some other way and those companies will suffer in this current price environment.

>>54966071
>switching coal plants to natgas plants
part of my "inner equation" as well.
I think I might could somewhat nutshell my present stance as not so much "bullish", but more somewhat less afraid of deeper and deeper dropping. There is enough uncertainty to keep me out of doing true longs, but sporadically bullish swings are seeming relatively safer. I have moving into trying to keep some exposure in as much as possible to be able to catch any rips, and will pour some more into the dips up under initial exposures to boost the reapings from even smallish spikes, with any substantial surprise upsides being considered excellent bonus. I appreciate all of your considerations for mixing into my equations.

BTW
Do any of you gents keep up with TELL? I can't figure out what to make of them, but it at least strikes me as a potential penny swinger.

Imagine shorting the generational bottom and losing your entire account ($20k)

>>54966178
It's me Bob. I got a new id because I stood up I guess idk.
>when rig counts are falling
This is why I like sand. Cheaper to use the same deck to go retrace old holes, get horizontal, etc than to set up and build a new site with a fresh hole. They recover the wastewater but the sand stays down there.
By no stretch of the imagination am I knowledgeable enough to listen to on this subject, or anything else for that matter. But there's tons of info and my take on it in the archives on all this stuff. The sand market is fully consolidated now, maybe even overly consolidated, ripe for these new methods and technologies coming down the pipe (pun intended).
It will become a supply crisis within two years. Think of the weed game: everyone and their mother went for high yield numbers and the supply was so great that the bottom dropped out of the market and pushed less profitable growers out. Oversaturated, the market plummet led to consolidation eventually and the market is slowly recovering in the form of increasing prices from shaking out those weaker hands or less profitable growers along the way which lowered the supply.
This consolidation in NWS sand supply will become pronounced and the rising tide will lift all these boats. Sand is the safest play in Permian production I can find while also having the most potential for gains

>>54966278
interesting strategy. You seem to be going more for the trading route while I'm looking to hold through the weakness until it turns into strength. I'm not sure which strategy is better but I'm terrible at timing the market so I've got my mind made up
>TELL
I checked it out once but I'm not really following it, or any of the LNG companies for that matter. I should take the time to sink my teeth into the whole sector at some point but I've had my hands properly full with mining and o&g companies.

You're the shipping chad from the other thread a while back I assume? I took all of your posts and combined them into a single screencap like I said I would. Check out this trade route map I found.

>>54966404
Ah it's you Bob! Well I'm always all ears when you're sharing your wisdom as well.
>low costs; same deck; wastewater recovery
I hadn't considered this. Maybe refracked wells are some of the "last men standing" when rig counts fall then? After all if the hole is all drilled already then it wouldn't cost that much to just clean it up and start fresh. Quite smart now that you point it out
>consolidated; supply issue
Hum, that would imply that the whole frac sand / refracking sector is fairly small then? Should we compose a short list of the main players then? It shouldn't be a difficult task methinks.

>>54966466
>shipping chad from the other thread
nope, these are my first 2 posts ever in a /CMMG/, I'm just a BOILtard from /smg/ looking for natgas insights. BUT, I have, just this weekend, been looking into some natgas tanker cos just to see what I might see in terms of something akin to penny swingers.

>>54966466
>Ah it's you Bob!
none of those people are bob

>>54966495
Oh, alrighty then. I keep guessing wrong today but welcome newfriend. I seem to be the only one who cares about the opportunity in NA natgas right now, there are at least two or three anons here who have become very bullish on frac sand and oilfield services very recently though. I haven't had the time to educate myself on those matters yet since I've been more interested in looking at natgas producers especially in Alberta (since there is much more growth in production to come from over there than Texas). Right now I'm only long Tourmaline on that front, that company is just firing on all cylinders. I have yet to find another low liquids producer in Canada that can top Tourmaline in terms of being able to withstand bear markets. They have really durable cash flows and what's even better they're increasing production over the next five years by about 40%. And they should be very capable of paying their divvies even if we remain in a bear market for a year or two.

On the US side I've only looked at Exxon so far, they should do just fine as well but the price doesn't seem as attractive to me as Tourmaline. Granted, Exxon is a more complex company so I would be lying if I said I understood the entirety of their business -- Exxon might just be a better buy right now for all I know

>>54966544
I just did a XOM buy for my son who is in a stocks program in fact. He gets to invest on the program dime and keep the gains at the end which is coming in a few months, and this was our last buy opportunity. I told him that in this market pretty much everything is a dangerous gamble, but during our short decision/buy window oil was for sure in a dip, with some projections of higher prices into Summer, somewhat supported by OPEC+ cuts. We were limited to 141 companies to choose from and that was the best I could do with my limited knowledge of any and all of this. They have a good divy for longs too, but he will only get one payout, I think, for the time we'll be in it. All I am hoping for is for him to gain *something* rather than lose, and am not counting on any sort of "moon" in the least.

>>54966632
Yeah it's really risky to be long in this market right now. At least Exxon is a fairly stable company, or at least as stable as you can expect an oil company to be during a time of high inflation and oil/natgas price volatility. They've got a peerless balance sheet and some of the most robust cash flows in the industry. If the share takes a dip then that's that but their dividend for this year should be well secured, and it's not like the company would go under either. I hope your son won't take it the wrong way if he ends up being down when they're using an arbitrary time frame like that. People should learn to be patient with the markets, I know I've had my lessons by now and I have only been investing for like three years now.

>>54966703
Well the timeframe isn't our choice, the program ends when it ends, but it offered this one last buy before then as a bonus. I told him straight up it's just a gamble and "is what it is", all we get to do is choose which stock and the moment to buy/sell within 3 day windows each.

>>54966731
Bit of a silly program if you ask me, but at least it'll probably teach them kids a little bit about market volatility.

>>54966763
It generally lasts about 3 years total, with 2 to 3 sell/buy opportunities over the span. This last one was just a bonus out of nowhere that it granted.

>>54966796
ahh I see now. That's actually a pretty good program then it seems. The last three years especially have been a real rollercoaster ride so I hope your son has had fun and learned lots. I know I have

>>54966814
oh man, roller coaster indeed. he's gone from being way up for a while to just a little up recently. it gets brutal, but you're forced to hold other than the very occasional sell one/buy new one opportunities, then once you make that trade it's locked in for the remainder no matter what happens. there have been times I told him if it was our choice we would sell specific ones before earnings as the circumstances had changed, and in fact back in Thanksgiving he was at his peak and i told him if we could I would sell all the shit and move it into 3 month treasuries while waiting on stability to return. Didn't expect the Jan/March rally, but absolutely have been expecting rounds of haircuts and worsening conditions as the rate hikes and contractions start affecting earnings reports. well, it's starting pretty good now and not likely to improve till probably around 2025. anyway, it's their dime and our learning on it so is pure blessing in my estimation.

The things you find after the snow melts... I wonder when this burned down?

>>54967113
i used to live in a place where every late spring when the snow melted there was all of the winter's built up frozen dog shit everywhere.

>>54966348
Get a life nigger. If you're worried about somebody else losing 20k then you're not cut out for much more than whatever you're doing anyways. I've hauled 1500 pounds of weed in a U-Haul and drove back about a million bucks and got fucked out of a hundred k for doing it. I don't even have a driver's license...kek

>It opened green.
Oil will never go down again in our lifetimes.

>>54967580
>Gary told everyone to sell on Friday
Kek. No idea if it will be sustained but green is the last thing some of his subs are going to want to see righr now.

>>54933202
rate my spread>>54927099

>>54967655
Don't mind me. Just buying up as many OFS as I can.

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2547-tsx/ncm/141414-newcrest-enters-into-binding-scheme-implementation-deed-with-newmont.html

Looks like Newmont and Newcrest are merging!

fresh: >>54968555

Is we at the end of the beginning or the beginning of the end of US reserve currency hegemony? Are you buying gold and silver, or investing in practical tangibles?

>>54967440
That dudes lame lol. Still butthurt. I just ordered another 250 oz of silver. Got a bag of merc dimes $100 fv and 100 2023 maples.

>>54967655
No he didn't retard he told everyone to put a stop in at the recent lows. Why do you pay someone to fud him? Or are you actually just illiterate?